NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,106 shares; 2024Q4: 91,490 shares; 2025Q1: 91,559 shares; 2025Q2: 91,353 shares; 2025Q3: 97,450 shares; 2025Q4: 94,360 shares; 2026Q1: 88,726 shares 88,726 $913K <0.01% -5,634 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,245 shares; 2025Q4: 14,031 shares; 2026Q1: 25,225 shares 25,225 $912K <0.01% +11,194 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,656 shares; 2025Q4: 83,092 shares; 2026Q1: 100,718 shares 100,718 $908K <0.01% +17,626 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,887 shares; 2024Q4: 23,412 shares; 2025Q1: 29,125 shares; 2025Q2: 37,931 shares; 2025Q3: 43,296 shares; 2025Q4: 44,525 shares; 2026Q1: 39,211 shares 39,211 $907K <0.01% -5,314 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,984 shares; 2024Q4: 65,372 shares; 2025Q1: 71,441 shares; 2025Q2: 75,626 shares; 2025Q3: 84,222 shares; 2025Q4: 84,088 shares; 2026Q1: 77,724 shares 77,724 $905K <0.01% -6,364 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,932 shares; 2025Q1: 14,101 shares; 2025Q2: 12,435 shares; 2025Q3: 15,579 shares; 2025Q4: 72,585 shares; 2026Q1: 72,541 shares 72,541 $905K <0.01% -44 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,733 shares; 2024Q4: 24,101 shares; 2025Q1: 23,101 shares; 2025Q2: 21,035 shares; 2025Q3: 28,951 shares; 2025Q4: 37,986 shares; 2026Q1: 35,901 shares 35,901 $904K <0.01% -2,085 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 15,461 shares; 2025Q1: 11,753 shares; 2025Q2: 11,938 shares; 2025Q3: 13,082 shares; 2025Q4: 13,208 shares; 2026Q1: 13,738 shares 13,738 $904K <0.01% +530 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,446 shares; 2024Q4: 7,916 shares; 2025Q1: 7,900 shares; 2025Q2: 8,197 shares; 2025Q3: 7,782 shares; 2025Q4: 7,695 shares; 2026Q1: 7,926 shares 7,926 $900K <0.01% +231 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,287 shares; 2024Q4: 13,378 shares; 2025Q1: 15,608 shares; 2025Q2: 20,899 shares; 2025Q3: 24,952 shares; 2025Q4: 15,603 shares; 2026Q1: 10,613 shares 10,613 $900K <0.01% -4,990 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,177 shares; 2024Q4: 1,189 shares; 2025Q1: 1,629 shares; 2025Q2: 1,652 shares; 2025Q3: 1,720 shares; 2025Q4: 2,008 shares; 2026Q1: 1,662 shares 1,662 $899K <0.01% -346 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,941 shares; 2025Q3: 45,638 shares; 2025Q4: 54,256 shares; 2026Q1: 58,104 shares 58,104 $898K <0.01% +3,848 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,143 shares; 2025Q1: 6,775 shares; 2025Q2: 6,825 shares; 2025Q3: 6,850 shares; 2025Q4: 9,210 shares; 2026Q1: 8,804 shares 8,804 $898K <0.01% -406 Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,316 shares; 2026Q1: 17,316 shares 17,316 $896K <0.01% 0 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,381 shares; 2026Q1: 35,365 shares 35,365 $895K <0.01% +2,984 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,624 shares; 2024Q4: 75,508 shares; 2025Q1: 72,861 shares; 2025Q2: 69,759 shares; 2025Q3: 100,022 shares; 2025Q4: 83,544 shares; 2026Q1: 64,212 shares 64,212 $894K <0.01% -19,332 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,362 shares 106,362 $891K <0.01% new Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,583 shares; 2024Q4: 12,598 shares; 2025Q1: 11,639 shares; 2025Q2: 11,639 shares; 2025Q3: 11,639 shares; 2025Q4: 11,894 shares; 2026Q1: 11,477 shares 11,477 $891K <0.01% -417 Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,092 shares; 2024Q4: 32,956 shares; 2025Q1: 36,230 shares; 2025Q2: 49,834 shares; 2025Q3: 59,002 shares; 2025Q4: 49,319 shares; 2026Q1: 122,391 shares 122,391 $886K <0.01% +73,072 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,253 shares; 2025Q1: 22,882 shares; 2025Q2: 141,070 shares; 2025Q3: 132,918 shares; 2025Q4: 100,087 shares; 2026Q1: 52,462 shares 52,462 $886K <0.01% -47,625 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,598 shares; 2024Q4: 90,201 shares; 2025Q1: 72,610 shares; 2025Q2: 73,603 shares; 2025Q3: 65,999 shares; 2025Q4: 61,047 shares; 2026Q1: 67,264 shares 67,264 $883K <0.01% +6,217 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,822 shares; 2024Q4: 43,763 shares; 2025Q1: 33,950 shares; 2025Q2: 33,725 shares; 2025Q3: 29,704 shares; 2025Q4: 24,298 shares; 2026Q1: 21,291 shares 21,291 $882K <0.01% -3,007 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,158 shares; 2025Q3: 5,096 shares; 2025Q4: 7,899 shares; 2026Q1: 7,746 shares 7,746 $880K <0.01% -153 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,540 shares; 2025Q3: 64,716 shares; 2025Q4: 70,382 shares; 2026Q1: 83,576 shares 83,576 $880K <0.01% +13,194 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,943 shares; 2025Q1: 9,168 shares; 2025Q2: 9,274 shares; 2025Q3: 7,940 shares; 2025Q4: 11,480 shares; 2026Q1: 11,607 shares 11,607 $878K <0.01% +127 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,146 shares; 2024Q4: 69,400 shares; 2025Q1: 70,815 shares; 2025Q2: 70,892 shares; 2025Q3: 71,643 shares; 2025Q4: 41,352 shares; 2026Q1: 40,903 shares 40,903 $877K <0.01% -449 Timeline VGI VIRTUS GLOBAL MULTI-SECTOR I More: the full row for VIRTUS GLOBAL MULTI-SECTOR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,175 shares; 2024Q4: 106,110 shares; 2025Q1: 114,202 shares; 2025Q2: 124,045 shares; 2025Q3: 156,833 shares; 2025Q4: 118,847 shares; 2026Q1: 118,805 shares 118,805 $877K <0.01% -42 Timeline HBDC TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,119 shares; 2025Q4: 36,813 shares; 2026Q1: 35,872 shares 35,872 $877K <0.01% -941 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,629 shares; 2024Q4: 9,829 shares; 2025Q1: 9,965 shares; 2025Q2: 10,145 shares; 2025Q3: 10,860 shares; 2025Q4: 10,677 shares; 2026Q1: 14,103 shares 14,103 $876K <0.01% +3,426 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,129 shares; 2025Q3: 115,802 shares; 2025Q4: 25,944 shares; 2026Q1: 26,359 shares 26,359 $874K <0.01% +415 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,742 shares; 2024Q4: 497,618 shares; 2025Q1: 322,481 shares; 2025Q2: 12,799 shares; 2025Q3: 8,706 shares; 2025Q4: 9,177 shares; 2026Q1: 9,021 shares 9,021 $872K <0.01% -156 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,146 shares; 2024Q4: 44,118 shares; 2025Q1: not reported; 2025Q2: 6,762 shares; 2025Q3: 7,004 shares; 2025Q4: 7,607 shares; 2026Q1: 6,079 shares 6,079 $869K <0.01% -1,528 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,523 shares; 2025Q3: 18,005 shares; 2025Q4: 16,314 shares; 2026Q1: 16,338 shares 16,338 $868K <0.01% +24 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,993 shares; 2024Q4: 2,924 shares; 2025Q1: 2,828 shares; 2025Q2: 2,668 shares; 2025Q3: 2,754 shares; 2025Q4: 3,139 shares; 2026Q1: 3,136 shares 3,136 $868K <0.01% -3 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,970 shares; 2024Q4: 118,664 shares; 2025Q1: 128,111 shares; 2025Q2: 112,352 shares; 2025Q3: 119,546 shares; 2025Q4: 132,423 shares; 2026Q1: 126,199 shares 126,199 $867K <0.01% -6,224 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 57,632 shares; 2025Q1: 38,690 shares; 2025Q2: 36,367 shares; 2025Q3: 35,425 shares; 2025Q4: 33,059 shares; 2026Q1: 32,988 shares 32,988 $866K <0.01% -71 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,095 shares; 2024Q4: 58,915 shares; 2025Q1: 67,957 shares; 2025Q2: 77,873 shares; 2025Q3: 78,626 shares; 2025Q4: 77,519 shares; 2026Q1: 63,244 shares 63,244 $865K <0.01% -14,275 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,059 shares; 2024Q4: 20,244 shares; 2025Q1: 19,179 shares; 2025Q2: 19,199 shares; 2025Q3: 19,827 shares; 2025Q4: 20,328 shares; 2026Q1: 19,370 shares 19,370 $862K <0.01% -958 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,598 shares; 2025Q4: 12,567 shares; 2026Q1: 28,658 shares 28,658 $860K <0.01% +16,091 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,074 shares; 2025Q2: not reported; 2025Q3: 4,574 shares; 2025Q4: 9,804 shares; 2026Q1: 10,804 shares 10,804 $859K <0.01% +1,000 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,312 shares; 2024Q4: 15,962 shares; 2025Q1: 16,574 shares; 2025Q2: 14,074 shares; 2025Q3: 14,931 shares; 2025Q4: 116,911 shares; 2026Q1: 39,892 shares 39,892 $857K <0.01% -77,019 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,536 shares; 2024Q4: 23,702 shares; 2025Q1: 24,453 shares; 2025Q2: 30,522 shares; 2025Q3: 31,834 shares; 2025Q4: 27,339 shares; 2026Q1: 25,715 shares 25,715 $857K <0.01% -1,624 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,809 shares; 2024Q4: 50,679 shares; 2025Q1: 57,173 shares; 2025Q2: 53,285 shares; 2025Q3: 38,786 shares; 2025Q4: 38,977 shares; 2026Q1: 30,615 shares 30,615 $855K <0.01% -8,362 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 9,807 shares; 2025Q1: 5,668 shares; 2025Q2: 5,848 shares; 2025Q3: 8,817 shares; 2025Q4: 9,293 shares; 2026Q1: 9,507 shares 9,507 $854K <0.01% +214 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,323 shares; 2025Q1: 3,484 shares; 2025Q2: 3,706 shares; 2025Q3: 6,451 shares; 2025Q4: 6,603 shares; 2026Q1: 7,348 shares 7,348 $853K <0.01% +745 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,604 shares; 2024Q4: 36,684 shares; 2025Q1: 29,415 shares; 2025Q2: 36,867 shares; 2025Q3: 36,955 shares; 2025Q4: 30,420 shares; 2026Q1: 30,420 shares 30,420 $853K <0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,572 shares; 2024Q4: 23,268 shares; 2025Q1: 26,956 shares; 2025Q2: 36,916 shares; 2025Q3: 37,182 shares; 2025Q4: 74,297 shares; 2026Q1: 79,237 shares 79,237 $851K <0.01% +4,940 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,722 shares; 2025Q4: 19,766 shares; 2026Q1: 23,290 shares 23,290 $848K <0.01% +3,524 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,635 shares; 2024Q4: 16,489 shares; 2025Q1: 12,889 shares; 2025Q2: not reported; 2025Q3: 13,498 shares; 2025Q4: 14,112 shares; 2026Q1: 15,464 shares 15,464 $847K <0.01% +1,352 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,725 shares; 2024Q4: 25,498 shares; 2025Q1: 22,202 shares; 2025Q2: 10,132 shares; 2025Q3: 12,386 shares; 2025Q4: 10,089 shares; 2026Q1: 21,952 shares 21,952 $847K <0.01% +11,863 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,101 shares; 2025Q4: 23,649 shares; 2026Q1: 46,327 shares 46,327 $845K <0.01% +22,678 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,570 shares; 2024Q4: 45,452 shares; 2025Q1: 40,715 shares; 2025Q2: 44,615 shares; 2025Q3: 45,084 shares; 2025Q4: 44,832 shares; 2026Q1: 44,965 shares 44,965 $844K <0.01% +133 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,159 shares; 2024Q4: 45,454 shares; 2025Q1: 46,655 shares; 2025Q2: 48,553 shares; 2025Q3: 64,736 shares; 2025Q4: 69,081 shares; 2026Q1: 32,122 shares 32,122 $843K <0.01% -36,959 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,641 shares; 2024Q4: 12,794 shares; 2025Q1: 9,140 shares; 2025Q2: 8,621 shares; 2025Q3: 8,684 shares; 2025Q4: 9,020 shares; 2026Q1: 8,997 shares 8,997 $843K <0.01% -23 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,172 shares; 2025Q2: not reported; 2025Q3: 19,278 shares; 2025Q4: 18,108 shares; 2026Q1: 17,122 shares 17,122 $839K <0.01% -986 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,156 shares 11,156 $839K <0.01% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,834 shares; 2024Q4: 56,942 shares; 2025Q1: 62,145 shares; 2025Q2: 28,166 shares; 2025Q3: 27,459 shares; 2025Q4: 4,285 shares; 2026Q1: 17,987 shares 17,987 $837K <0.01% +13,702 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,601 shares; 2024Q4: 36,713 shares; 2025Q1: 34,605 shares; 2025Q2: 34,349 shares; 2025Q3: 73,101 shares; 2025Q4: 78,592 shares; 2026Q1: 81,104 shares 81,104 $835K <0.01% +2,512 Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,478 shares; 2024Q4: 7,634 shares; 2025Q1: 7,495 shares; 2025Q2: 7,505 shares; 2025Q3: 7,520 shares; 2025Q4: 20,624 shares; 2026Q1: 18,816 shares 18,816 $831K <0.01% -1,808 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,138 shares; 2025Q4: 26,367 shares; 2026Q1: 28,914 shares 28,914 $831K <0.01% +2,547 Timeline HOFT HOOKER FURNISHINGS CORPORATI More: the full row for HOOKER FURNISHINGS CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,003 shares; 2024Q4: 44,028 shares; 2025Q1: 49,926 shares; 2025Q2: 68,869 shares; 2025Q3: 75,885 shares; 2025Q4: 66,133 shares; 2026Q1: 64,463 shares 64,463 $830K <0.01% -1,670 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,387 shares; 2024Q4: 42,924 shares; 2025Q1: 49,168 shares; 2025Q2: 62,964 shares; 2025Q3: 64,626 shares; 2025Q4: 66,256 shares; 2026Q1: 70,985 shares 70,985 $828K <0.01% +4,729 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,999 shares; 2024Q4: 8,424 shares; 2025Q1: 9,283 shares; 2025Q2: 9,138 shares; 2025Q3: 8,961 shares; 2025Q4: 10,723 shares; 2026Q1: 10,771 shares 10,771 $828K <0.01% +48 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,741 shares; 2024Q4: 24,123 shares; 2025Q1: 15,641 shares; 2025Q2: 15,250 shares; 2025Q3: 13,269 shares; 2025Q4: 13,705 shares; 2026Q1: 11,837 shares 11,837 $827K <0.01% -1,868 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,800 shares; 2025Q4: 74,170 shares; 2026Q1: 32,980 shares 32,980 $820K <0.01% -41,190 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,050 shares; 2024Q4: 41,497 shares; 2025Q1: 37,638 shares; 2025Q2: 69,329 shares; 2025Q3: 107,550 shares; 2025Q4: 87,096 shares; 2026Q1: 100,354 shares 100,354 $819K <0.01% +13,258 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,303 shares 27,303 $819K <0.01% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,512 shares; 2024Q4: 57,371 shares; 2025Q1: 47,721 shares; 2025Q2: 47,471 shares; 2025Q3: 51,011 shares; 2025Q4: 24,575 shares; 2026Q1: 27,662 shares 27,662 $818K <0.01% +3,087 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,557 shares; 2024Q4: 31,985 shares; 2025Q1: 31,900 shares; 2025Q2: 40,752 shares; 2025Q3: 34,435 shares; 2025Q4: 36,605 shares; 2026Q1: 45,878 shares 45,878 $817K <0.01% +9,273 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,524 shares; 2024Q4: 298,895 shares; 2025Q1: 289,560 shares; 2025Q2: 265,506 shares; 2025Q3: 198,004 shares; 2025Q4: 80,846 shares; 2026Q1: 59,865 shares 59,865 $816K <0.01% -20,981 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,923 shares; 2024Q4: 5,435 shares; 2025Q1: 5,072 shares; 2025Q2: 5,005 shares; 2025Q3: 6,062 shares; 2025Q4: 5,802 shares; 2026Q1: 16,210 shares 16,210 $811K <0.01% +10,408 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,703 shares; 2024Q4: 57,633 shares; 2025Q1: 60,427 shares; 2025Q2: 58,028 shares; 2025Q3: 53,208 shares; 2025Q4: 55,936 shares; 2026Q1: 55,694 shares 55,694 $808K <0.01% -242 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,703 shares; 2025Q1: 3,880 shares; 2025Q2: 5,937 shares; 2025Q3: 5,322 shares; 2025Q4: 6,713 shares; 2026Q1: 6,329 shares 6,329 $807K <0.01% -384 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,983 shares; 2024Q4: 77,293 shares; 2025Q1: 73,581 shares; 2025Q2: 71,702 shares; 2025Q3: 10,963 shares; 2025Q4: 8,105 shares; 2026Q1: 10,457 shares 10,457 $807K <0.01% +2,352 Timeline THD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,109 shares; 2025Q4: 7,206 shares; 2026Q1: 11,601 shares 11,601 $806K <0.01% +4,395 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,871 shares; 2024Q4: 11,296 shares; 2025Q1: 12,412 shares; 2025Q2: 11,654 shares; 2025Q3: 13,461 shares; 2025Q4: 12,628 shares; 2026Q1: 15,195 shares 15,195 $805K <0.01% +2,567 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,355 shares; 2025Q2: 52,430 shares; 2025Q3: 87,434 shares; 2025Q4: 70,357 shares; 2026Q1: 57,215 shares 57,215 $803K <0.01% -13,142 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,932 shares; 2024Q4: 40,928 shares; 2025Q1: 29,914 shares; 2025Q2: 30,190 shares; 2025Q3: 12,672 shares; 2025Q4: 9,893 shares; 2026Q1: 23,812 shares 23,812 $802K <0.01% +13,919 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,000 shares 14,000 $798K <0.01% new Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,864 shares 16,864 $797K <0.01% new Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,594 shares; 2024Q4: 54,103 shares; 2025Q1: 53,440 shares; 2025Q2: 53,640 shares; 2025Q3: 55,764 shares; 2025Q4: 58,028 shares; 2026Q1: 81,190 shares 81,190 $797K <0.01% +23,162 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 9,104 shares; 2025Q1: 10,113 shares; 2025Q2: 11,714 shares; 2025Q3: 13,155 shares; 2025Q4: 13,419 shares; 2026Q1: 13,467 shares 13,467 $797K <0.01% +48 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,702 shares; 2024Q4: 154,167 shares; 2025Q1: 65,381 shares; 2025Q2: 72,216 shares; 2025Q3: 61,511 shares; 2025Q4: 58,042 shares; 2026Q1: 73,116 shares 73,116 $796K <0.01% +15,074 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,172 shares; 2024Q4: 32,736 shares; 2025Q1: 43,968 shares; 2025Q2: 926,150 shares; 2025Q3: 44,161 shares; 2025Q4: 40,486 shares; 2026Q1: 41,743 shares 41,743 $793K <0.01% +1,257 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,937 shares; 2025Q1: 8,780 shares; 2025Q2: 5,663 shares; 2025Q3: 5,463 shares; 2025Q4: 5,349 shares; 2026Q1: 5,148 shares 5,148 $791K <0.01% -201 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,685 shares; 2024Q4: 26,037 shares; 2025Q1: 14,160 shares; 2025Q2: 20,433 shares; 2025Q3: 21,291 shares; 2025Q4: 41,982 shares; 2026Q1: 22,070 shares 22,070 $791K <0.01% -19,912 Timeline VEXC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,711 shares 9,711 $790K <0.01% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,831 shares; 2024Q4: 18,044 shares; 2025Q1: 19,425 shares; 2025Q2: 19,722 shares; 2025Q3: 20,426 shares; 2025Q4: 20,699 shares; 2026Q1: 26,049 shares 26,049 $789K <0.01% +5,350 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,546 shares 29,546 $787K <0.01% new Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,182 shares; 2024Q4: 26,479 shares; 2025Q1: 27,420 shares; 2025Q2: 25,194 shares; 2025Q3: 26,858 shares; 2025Q4: 28,114 shares; 2026Q1: 32,166 shares 32,166 $785K <0.01% +4,052 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,988 shares; 2025Q1: 2,988 shares; 2025Q2: 4,718 shares; 2025Q3: 5,548 shares; 2025Q4: 5,823 shares; 2026Q1: 6,192 shares 6,192 $784K <0.01% +369 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,047 shares; 2024Q4: 20,184 shares; 2025Q1: 9,157 shares; 2025Q2: 11,119 shares; 2025Q3: 9,922 shares; 2025Q4: 13,427 shares; 2026Q1: 9,541 shares 9,541 $783K <0.01% -3,886 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,645 shares; 2026Q1: 20,645 shares 20,645 $782K <0.01% 0 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,047 shares; 2024Q4: 10,270 shares; 2025Q1: 10,449 shares; 2025Q2: 10,236 shares; 2025Q3: 18,583 shares; 2025Q4: 18,111 shares; 2026Q1: 13,323 shares 13,323 $782K <0.01% -4,788 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,995 shares; 2024Q4: 29,591 shares; 2025Q1: 14,795 shares; 2025Q2: 31,708 shares; 2025Q3: 30,703 shares; 2025Q4: 27,488 shares; 2026Q1: 28,107 shares 28,107 $782K <0.01% +619 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,867 shares; 2024Q4: 64,384 shares; 2025Q1: 80,201 shares; 2025Q2: 77,789 shares; 2025Q3: 87,767 shares; 2025Q4: 89,742 shares; 2026Q1: 75,028 shares 75,028 $781K <0.01% -14,714 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,046 shares; 2024Q4: 25,800 shares; 2025Q1: 24,451 shares; 2025Q2: 43,577 shares; 2025Q3: 41,023 shares; 2025Q4: 39,230 shares; 2026Q1: 18,116 shares 18,116 $780K <0.01% -21,114 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,916 shares; 2024Q4: 56,347 shares; 2025Q1: 41,861 shares; 2025Q2: 32,133 shares; 2025Q3: 22,953 shares; 2025Q4: 18,292 shares; 2026Q1: 16,311 shares 16,311 $778K <0.01% -1,981 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 6,206 shares; 2025Q1: 222,036 shares; 2025Q2: 5,644 shares; 2025Q3: 6,687 shares; 2025Q4: 6,932 shares; 2026Q1: 8,197 shares 8,197 $775K <0.01% +1,265 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,157 shares; 2024Q4: 17,405 shares; 2025Q1: 7,261 shares; 2025Q2: 8,818 shares; 2025Q3: 7,963 shares; 2025Q4: 9,113 shares; 2026Q1: 23,918 shares 23,918 $775K <0.01% +14,805 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,840 shares; 2024Q4: 86,898 shares; 2025Q1: 66,773 shares; 2025Q2: 69,552 shares; 2025Q3: 58,330 shares; 2025Q4: 43,498 shares; 2026Q1: 51,743 shares 51,743 $775K <0.01% +8,245 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,837 shares; 2024Q4: 22,347 shares; 2025Q1: 22,410 shares; 2025Q2: 17,910 shares; 2025Q3: 25,871 shares; 2025Q4: 26,260 shares; 2026Q1: 27,739 shares 27,739 $773K <0.01% +1,479 Timeline VNET VNET GROUP INC More: the full row for VNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,281 shares; 2025Q2: 78,564 shares; 2025Q3: 80,668 shares; 2025Q4: 85,102 shares; 2026Q1: 92,144 shares 92,144 $773K <0.01% +7,042 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,500 shares; 2024Q4: 39,500 shares; 2025Q1: 39,500 shares; 2025Q2: 42,969 shares; 2025Q3: 42,969 shares; 2025Q4: 44,197 shares; 2026Q1: 39,500 shares 39,500 $773K <0.01% -4,697 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,899 shares; 2024Q4: 20,717 shares; 2025Q1: 16,932 shares; 2025Q2: 12,480 shares; 2025Q3: 12,780 shares; 2025Q4: 12,838 shares; 2026Q1: 11,046 shares 11,046 $770K <0.01% -1,792 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,996 shares; 2024Q4: 56,168 shares; 2025Q1: 55,768 shares; 2025Q2: 66,981 shares; 2025Q3: 58,276 shares; 2025Q4: 45,987 shares; 2026Q1: 47,084 shares 47,084 $770K <0.01% +1,097 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,351 shares; 2024Q4: 15,755 shares; 2025Q1: 16,027 shares; 2025Q2: 12,385 shares; 2025Q3: 8,052 shares; 2025Q4: 6,004 shares; 2026Q1: 6,536 shares 6,536 $769K <0.01% +532 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,790 shares; 2024Q4: 5,352 shares; 2025Q1: 5,352 shares; 2025Q2: 4,005 shares; 2025Q3: 4,034 shares; 2025Q4: 6,826 shares; 2026Q1: 7,246 shares 7,246 $767K <0.01% +420 Timeline CRNX CRINETICS PHARMACEUTICALS IN More: the full row for CRINETICS PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,038 shares; 2024Q4: 9,894 shares; 2025Q1: 8,998 shares; 2025Q2: 21,456 shares; 2025Q3: 21,733 shares; 2025Q4: 21,200 shares; 2026Q1: 21,058 shares 21,058 $765K <0.01% -142 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,528 shares; 2025Q1: 15,115 shares; 2025Q2: 18,651 shares; 2025Q3: 23,160 shares; 2025Q4: 42,079 shares; 2026Q1: 28,518 shares 28,518 $764K <0.01% -13,561 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,131 shares; 2024Q4: 8,867 shares; 2025Q1: 10,127 shares; 2025Q2: 10,217 shares; 2025Q3: 9,827 shares; 2025Q4: 10,237 shares; 2026Q1: 13,989 shares 13,989 $763K <0.01% +3,752 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,221 shares; 2024Q4: 7,420 shares; 2025Q1: 5,289 shares; 2025Q2: 3,656 shares; 2025Q3: 3,407 shares; 2025Q4: 3,145 shares; 2026Q1: 4,055 shares 4,055 $762K <0.01% +910 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,906 shares; 2025Q2: 9,396 shares; 2025Q3: 8,397 shares; 2025Q4: 8,335 shares; 2026Q1: 10,228 shares 10,228 $761K <0.01% +1,893 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,365 shares 8,365 $759K <0.01% new Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,302 shares; 2024Q4: 23,677 shares; 2025Q1: 26,893 shares; 2025Q2: 26,831 shares; 2025Q3: 51,508 shares; 2025Q4: 53,834 shares; 2026Q1: 60,053 shares 60,053 $758K <0.01% +6,219 Timeline NGS NATURAL GAS SVCS GROUP INC More: the full row for NATURAL GAS SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,275 shares; 2025Q2: 13,068 shares; 2025Q3: 14,176 shares; 2025Q4: 23,096 shares; 2026Q1: 20,089 shares 20,089 $758K <0.01% -3,007 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 5,179 shares; 2025Q1: 5,181 shares; 2025Q2: 5,156 shares; 2025Q3: 17,071 shares; 2025Q4: 17,015 shares; 2026Q1: 17,515 shares 17,515 $758K <0.01% +500 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,655 shares; 2024Q4: 21,055 shares; 2025Q1: 21,055 shares; 2025Q2: 21,205 shares; 2025Q3: 18,705 shares; 2025Q4: 19,205 shares; 2026Q1: 18,205 shares 18,205 $756K <0.01% -1,000 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,496 shares; 2024Q4: 11,875 shares; 2025Q1: 16,483 shares; 2025Q2: 11,905 shares; 2025Q3: 10,450 shares; 2025Q4: 10,446 shares; 2026Q1: 12,239 shares 12,239 $756K <0.01% +1,793 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,888 shares; 2024Q4: 27,017 shares; 2025Q1: 27,598 shares; 2025Q2: 79,360 shares; 2025Q3: 79,003 shares; 2025Q4: 43,780 shares; 2026Q1: 32,327 shares 32,327 $755K <0.01% -11,453 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,412 shares; 2024Q4: 18,185 shares; 2025Q1: 16,553 shares; 2025Q2: 16,318 shares; 2025Q3: 15,089 shares; 2025Q4: 16,047 shares; 2026Q1: 15,757 shares 15,757 $753K <0.01% -290 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 8,968 shares; 2025Q1: 9,399 shares; 2025Q2: 8,492 shares; 2025Q3: 8,568 shares; 2025Q4: 7,642 shares; 2026Q1: 7,566 shares 7,566 $752K <0.01% -76 Timeline BDCIU BTC DEV CORP More: the full row for BTC DEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,250 shares; 2026Q1: 74,250 shares 74,250 $749K <0.01% 0 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,099 shares; 2024Q4: 74,959 shares; 2025Q1: 76,921 shares; 2025Q2: 77,695 shares; 2025Q3: 16,224 shares; 2025Q4: 17,213 shares; 2026Q1: 18,544 shares 18,544 $749K <0.01% +1,331 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 10,285 shares; 2025Q1: 12,647 shares; 2025Q2: 13,017 shares; 2025Q3: 11,578 shares; 2025Q4: 14,410 shares; 2026Q1: 18,449 shares 18,449 $748K <0.01% +4,039 Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,214 shares; 2024Q4: 15,883 shares; 2025Q1: 16,868 shares; 2025Q2: 21,387 shares; 2025Q3: 21,424 shares; 2025Q4: 22,323 shares; 2026Q1: 26,281 shares 26,281 $747K <0.01% +3,958 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,555 shares; 2025Q1: 10,109 shares; 2025Q2: 9,600 shares; 2025Q3: 8,491 shares; 2025Q4: 8,467 shares; 2026Q1: 8,613 shares 8,613 $747K <0.01% +146 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,860 shares; 2024Q4: 191,004 shares; 2025Q1: 220,806 shares; 2025Q2: 225,100 shares; 2025Q3: 216,537 shares; 2025Q4: 191,071 shares; 2026Q1: 169,917 shares 169,917 $746K <0.01% -21,154 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,615 shares; 2024Q4: 24,169 shares; 2025Q1: 20,349 shares; 2025Q2: 19,912 shares; 2025Q3: 21,021 shares; 2025Q4: 20,613 shares; 2026Q1: 13,783 shares 13,783 $746K <0.01% -6,830 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,910 shares; 2024Q4: 41,356 shares; 2025Q1: 55,171 shares; 2025Q2: 55,171 shares; 2025Q3: 55,168 shares; 2025Q4: 55,641 shares; 2026Q1: 56,641 shares 56,641 $745K <0.01% +1,000 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,436 shares; 2024Q4: 44,844 shares; 2025Q1: 43,905 shares; 2025Q2: 40,409 shares; 2025Q3: 51,792 shares; 2025Q4: 55,478 shares; 2026Q1: 56,522 shares 56,522 $744K <0.01% +1,044 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,679 shares; 2026Q1: 23,122 shares 23,122 $744K <0.01% +4,443 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,638 shares; 2024Q4: 6,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,871 shares 13,871 $741K <0.01% new Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,483 shares; 2024Q4: 19,123 shares; 2025Q1: 17,793 shares; 2025Q2: 17,636 shares; 2025Q3: 19,336 shares; 2025Q4: 14,009 shares; 2026Q1: 12,663 shares 12,663 $741K <0.01% -1,346 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,782 shares; 2024Q4: 29,024 shares; 2025Q1: 29,019 shares; 2025Q2: 27,824 shares; 2025Q3: 10,355 shares; 2025Q4: 10,603 shares; 2026Q1: 12,046 shares 12,046 $739K <0.01% +1,443 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,900 shares 19,900 $737K <0.01% new Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,746 shares; 2024Q4: 163,493 shares; 2025Q1: 166,522 shares; 2025Q2: 213,327 shares; 2025Q3: 200,429 shares; 2025Q4: 148,305 shares; 2026Q1: 144,014 shares 144,014 $734K <0.01% -4,291 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,644 shares; 2024Q4: 90,730 shares; 2025Q1: 26,299 shares; 2025Q2: 34,841 shares; 2025Q3: 33,238 shares; 2025Q4: 25,848 shares; 2026Q1: 17,601 shares 17,601 $734K <0.01% -8,247 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,319 shares; 2024Q4: 23,932 shares; 2025Q1: 26,121 shares; 2025Q2: 31,815 shares; 2025Q3: 29,240 shares; 2025Q4: 23,534 shares; 2026Q1: 23,148 shares 23,148 $734K <0.01% -386 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348 shares; 2025Q3: 1,192 shares; 2025Q4: 2,018 shares; 2026Q1: 1,346 shares 1,346 $733K <0.01% -672 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,811 shares; 2026Q1: 11,696 shares 11,696 $733K <0.01% -115 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,793 shares; 2024Q4: 55,192 shares; 2025Q1: 60,767 shares; 2025Q2: 65,580 shares; 2025Q3: 49,474 shares; 2025Q4: 48,281 shares; 2026Q1: 48,126 shares 48,126 $732K <0.01% -155 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,751 shares; 2024Q4: 55,060 shares; 2025Q1: 54,426 shares; 2025Q2: 65,126 shares; 2025Q3: 61,233 shares; 2025Q4: 57,993 shares; 2026Q1: 70,977 shares 70,977 $728K <0.01% +12,984 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,597 shares; 2025Q2: 48,091 shares; 2025Q3: 51,791 shares; 2025Q4: 101,020 shares; 2026Q1: 236,804 shares 236,804 $727K <0.01% +135,784 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,983 shares; 2024Q4: 17,475 shares; 2025Q1: 16,207 shares; 2025Q2: 17,361 shares; 2025Q3: 17,529 shares; 2025Q4: 19,037 shares; 2026Q1: 20,031 shares 20,031 $723K <0.01% +994 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,937 shares 15,937 $723K <0.01% new Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,627 shares; 2025Q2: 25,791 shares; 2025Q3: 24,069 shares; 2025Q4: 21,602 shares; 2026Q1: 31,385 shares 31,385 $723K <0.01% +9,783 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,724 shares; 2026Q1: 6,127 shares 6,127 $718K <0.01% +403 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,026 shares; 2024Q4: 203,411 shares; 2025Q1: 217,124 shares; 2025Q2: 53,484 shares; 2025Q3: 37,347 shares; 2025Q4: 65,847 shares; 2026Q1: 28,382 shares 28,382 $717K <0.01% -37,465 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,413 shares; 2024Q4: 138,065 shares; 2025Q1: 156,502 shares; 2025Q2: 159,353 shares; 2025Q3: 163,337 shares; 2025Q4: 149,906 shares; 2026Q1: 128,142 shares 128,142 $711K <0.01% -21,764 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,381 shares; 2024Q4: 96,174 shares; 2025Q1: 102,708 shares; 2025Q2: 121,721 shares; 2025Q3: 51,208 shares; 2025Q4: 48,444 shares; 2026Q1: 37,128 shares 37,128 $711K <0.01% -11,316 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,617 shares; 2024Q4: 17,504 shares; 2025Q1: 24,159 shares; 2025Q2: 32,791 shares; 2025Q3: 31,039 shares; 2025Q4: 27,751 shares; 2026Q1: 32,580 shares 32,580 $711K <0.01% +4,829 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 4,417 shares; 2025Q1: 4,417 shares; 2025Q2: 3,388 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 4,343 shares 4,343 $710K <0.01% 0 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,077 shares; 2024Q4: 16,307 shares; 2025Q1: 15,976 shares; 2025Q2: 15,699 shares; 2025Q3: 15,041 shares; 2025Q4: 14,593 shares; 2026Q1: 14,086 shares 14,086 $707K <0.01% -507 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,813 shares; 2025Q3: 79,910 shares; 2025Q4: 78,622 shares; 2026Q1: 73,730 shares 73,730 $707K <0.01% -4,892 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,725 shares; 2024Q4: 35,732 shares; 2025Q1: 36,892 shares; 2025Q2: 38,056 shares; 2025Q3: 39,014 shares; 2025Q4: 35,128 shares; 2026Q1: 35,134 shares 35,134 $707K <0.01% +6 Timeline AMBQ AMBIQ MICRO INC More: the full row for AMBIQ MICRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,695 shares 27,695 $704K <0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,242 shares; 2025Q1: 4,642 shares; 2025Q2: 5,701 shares; 2025Q3: 5,809 shares; 2025Q4: 5,720 shares; 2026Q1: 5,870 shares 5,870 $702K <0.01% +150 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,221 shares; 2024Q4: 85,003 shares; 2025Q1: 90,055 shares; 2025Q2: 95,149 shares; 2025Q3: 80,147 shares; 2025Q4: 20,382 shares; 2026Q1: 19,867 shares 19,867 $700K <0.01% -515 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,140 shares; 2025Q4: 38,704 shares; 2026Q1: 39,729 shares 39,729 $699K <0.01% +1,025 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,462 shares; 2024Q4: 8,876 shares; 2025Q1: 8,891 shares; 2025Q2: 8,941 shares; 2025Q3: 8,902 shares; 2025Q4: 8,763 shares; 2026Q1: 9,154 shares 9,154 $698K <0.01% +391 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,521 shares 3,521 $697K <0.01% new Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,381 shares; 2024Q4: 12,774 shares; 2025Q1: 13,519 shares; 2025Q2: 14,396 shares; 2025Q3: 14,009 shares; 2025Q4: 15,422 shares; 2026Q1: 11,207 shares 11,207 $697K <0.01% -4,215 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,677 shares; 2024Q4: 73,228 shares; 2025Q1: 73,228 shares; 2025Q2: 73,228 shares; 2025Q3: 73,228 shares; 2025Q4: 73,628 shares; 2026Q1: 73,628 shares 73,628 $696K <0.01% 0 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,075 shares; 2024Q4: 16,075 shares; 2025Q1: 16,075 shares; 2025Q2: 16,160 shares; 2025Q3: 16,168 shares; 2025Q4: 16,221 shares; 2026Q1: 16,198 shares 16,198 $695K <0.01% -23 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,848 shares; 2024Q4: 236,780 shares; 2025Q1: 225,497 shares; 2025Q2: 216,318 shares; 2025Q3: 209,787 shares; 2025Q4: 206,224 shares; 2026Q1: 149,775 shares 149,775 $692K <0.01% -56,449 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,691 shares; 2024Q4: 91,227 shares; 2025Q1: 129,959 shares; 2025Q2: 164,280 shares; 2025Q3: 162,491 shares; 2025Q4: 76,588 shares; 2026Q1: 71,476 shares 71,476 $691K <0.01% -5,112 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,359 shares; 2024Q4: 116,636 shares; 2025Q1: 106,290 shares; 2025Q2: 32,419 shares; 2025Q3: 26,423 shares; 2025Q4: 22,781 shares; 2026Q1: 15,370 shares 15,370 $689K <0.01% -7,411 Timeline KWY KINGSWAY CORP More: the full row for KINGSWAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 28,500 shares; 2025Q4: 78,250 shares; 2026Q1: 66,000 shares 66,000 $688K <0.01% -12,250 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,424 shares; 2025Q4: 7,424 shares; 2026Q1: 7,324 shares 7,324 $688K <0.01% -100 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,911 shares; 2025Q2: 58,791 shares; 2025Q3: 68,089 shares; 2025Q4: 43,467 shares; 2026Q1: 33,567 shares 33,567 $687K <0.01% -9,900 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,072 shares; 2025Q4: not reported; 2026Q1: 10,663 shares 10,663 $685K <0.01% new Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,474 shares; 2024Q4: 12,564 shares; 2025Q1: 12,670 shares; 2025Q2: 12,778 shares; 2025Q3: 12,890 shares; 2025Q4: 13,006 shares; 2026Q1: 13,124 shares 13,124 $684K <0.01% +118 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,610 shares; 2025Q3: 127,037 shares; 2025Q4: 87,299 shares; 2026Q1: 61,646 shares 61,646 $684K <0.01% -25,653 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,496 shares; 2024Q4: 345,606 shares; 2025Q1: 316,147 shares; 2025Q2: 291,755 shares; 2025Q3: 89,137 shares; 2025Q4: 66,559 shares; 2026Q1: 67,135 shares 67,135 $683K <0.01% +576 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,597 shares; 2025Q1: 21,415 shares; 2025Q2: 22,583 shares; 2025Q3: 31,354 shares; 2025Q4: 33,008 shares; 2026Q1: 32,305 shares 32,305 $683K <0.01% -703 Timeline CMRE COSTAMARE INC More: the full row for COSTAMARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,601 shares; 2024Q4: 59,433 shares; 2025Q1: 56,348 shares; 2025Q2: 41,884 shares; 2025Q3: 42,274 shares; 2025Q4: 44,308 shares; 2026Q1: 40,346 shares 40,346 $682K <0.01% -3,962 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,663 shares; 2024Q4: 16,581 shares; 2025Q1: 16,065 shares; 2025Q2: 16,252 shares; 2025Q3: 15,480 shares; 2025Q4: 14,670 shares; 2026Q1: 11,819 shares 11,819 $681K <0.01% -2,851 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,881 shares; 2025Q2: 64,225 shares; 2025Q3: 20,221 shares; 2025Q4: 17,053 shares; 2026Q1: 13,252 shares 13,252 $679K <0.01% -3,801 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,383 shares; 2024Q4: 17,233 shares; 2025Q1: 16,068 shares; 2025Q2: 16,273 shares; 2025Q3: 22,176 shares; 2025Q4: 16,982 shares; 2026Q1: 18,760 shares 18,760 $676K <0.01% +1,778 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,346 shares; 2024Q4: 17,085 shares; 2025Q1: 17,095 shares; 2025Q2: 17,473 shares; 2025Q3: 17,376 shares; 2025Q4: 17,545 shares; 2026Q1: 17,379 shares 17,379 $674K <0.01% -166 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,659 shares; 2024Q4: 12,982 shares; 2025Q1: 9,592 shares; 2025Q2: 8,919 shares; 2025Q3: 8,614 shares; 2025Q4: 7,743 shares; 2026Q1: 7,801 shares 7,801 $672K <0.01% +58 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,755 shares; 2025Q1: 12,108 shares; 2025Q2: 12,181 shares; 2025Q3: 12,243 shares; 2025Q4: 99,528 shares; 2026Q1: 95,644 shares 95,644 $671K <0.01% -3,884 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,002 shares; 2024Q4: 49,023 shares; 2025Q1: 49,603 shares; 2025Q2: 52,830 shares; 2025Q3: 58,575 shares; 2025Q4: 63,278 shares; 2026Q1: 63,448 shares 63,448 $670K <0.01% +170 Timeline TTAM TITAN AMER SA More: the full row for TITAN AMER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,600 shares; 2025Q2: 118,363 shares; 2025Q3: 60,832 shares; 2025Q4: 58,359 shares; 2026Q1: 44,709 shares 44,709 $670K <0.01% -13,650 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,664 shares; 2024Q4: 180,796 shares; 2025Q1: 171,667 shares; 2025Q2: 156,714 shares; 2025Q3: 164,498 shares; 2025Q4: 119,775 shares; 2026Q1: 110,446 shares 110,446 $669K <0.01% -9,329 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,620 shares; 2024Q4: 13,620 shares; 2025Q1: 13,640 shares; 2025Q2: 13,640 shares; 2025Q3: 9,735 shares; 2025Q4: 9,620 shares; 2026Q1: 12,420 shares 12,420 $667K <0.01% +2,800 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,203 shares; 2024Q4: 27,384 shares; 2025Q1: 27,212 shares; 2025Q2: 20,322 shares; 2025Q3: 21,017 shares; 2025Q4: 20,682 shares; 2026Q1: 21,245 shares 21,245 $667K <0.01% +563 Timeline VEON VEON LTD More: the full row for VEON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,123 shares; 2025Q4: 12,214 shares; 2026Q1: 14,405 shares 14,405 $667K <0.01% +2,191 Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205,057 shares; 2025Q3: 94,855 shares; 2025Q4: 19,226 shares; 2026Q1: 18,517 shares 18,517 $666K <0.01% -709 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,441 shares; 2024Q4: 8,434 shares; 2025Q1: 7,464 shares; 2025Q2: 8,278 shares; 2025Q3: 9,247 shares; 2025Q4: 9,724 shares; 2026Q1: 8,336 shares 8,336 $665K <0.01% -1,388 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,308 shares 21,308 $665K <0.01% new Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,679 shares; 2024Q4: 101,574 shares; 2025Q1: 46,909 shares; 2025Q2: 48,882 shares; 2025Q3: 52,179 shares; 2025Q4: 47,498 shares; 2026Q1: 29,184 shares 29,184 $664K <0.01% -18,314 Timeline BCV BANCROFT FD LTD More: the full row for BANCROFT FD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,717 shares; 2025Q1: 11,643 shares; 2025Q2: 11,969 shares; 2025Q3: 26,295 shares; 2025Q4: 29,460 shares; 2026Q1: 30,792 shares 30,792 $663K <0.01% +1,332 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,367 shares; 2025Q1: 4,232 shares; 2025Q2: 4,845 shares; 2025Q3: 4,326 shares; 2025Q4: 4,614 shares; 2026Q1: 4,814 shares 4,814 $658K <0.01% +200 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,829 shares; 2025Q1: 1,605 shares; 2025Q2: 1,503 shares; 2025Q3: 1,571 shares; 2025Q4: 1,461 shares; 2026Q1: 1,554 shares 1,554 $658K <0.01% +93 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,404 shares; 2024Q4: 6,507 shares; 2025Q1: 9,636 shares; 2025Q2: 10,688 shares; 2025Q3: 9,626 shares; 2025Q4: 10,543 shares; 2026Q1: 10,623 shares 10,623 $657K <0.01% +80 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,179 shares; 2026Q1: 16,534 shares 16,534 $656K <0.01% +355 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 10,041 shares; 2025Q1: 10,381 shares; 2025Q2: 10,932 shares; 2025Q3: 10,806 shares; 2025Q4: 11,431 shares; 2026Q1: 11,364 shares 11,364 $656K <0.01% -67 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,963 shares; 2024Q4: 28,341 shares; 2025Q1: 22,566 shares; 2025Q2: 20,979 shares; 2025Q3: 21,229 shares; 2025Q4: 41,666 shares; 2026Q1: 40,306 shares 40,306 $656K <0.01% -1,360 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 19,350 shares; 2025Q1: 19,239 shares; 2025Q2: 25,670 shares; 2025Q3: 31,335 shares; 2025Q4: 47,907 shares; 2026Q1: 78,076 shares 78,076 $654K <0.01% +30,169 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,569 shares; 2024Q4: 79,485 shares; 2025Q1: 81,806 shares; 2025Q2: 81,946 shares; 2025Q3: 91,016 shares; 2025Q4: 93,593 shares; 2026Q1: 35,904 shares 35,904 $652K <0.01% -57,689 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,468 shares; 2024Q4: 58,896 shares; 2025Q1: 64,431 shares; 2025Q2: 70,567 shares; 2025Q3: 63,666 shares; 2025Q4: 63,416 shares; 2026Q1: 59,754 shares 59,754 $651K <0.01% -3,662 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,560 shares; 2025Q2: 39,807 shares; 2025Q3: 57,163 shares; 2025Q4: 53,303 shares; 2026Q1: 30,927 shares 30,927 $651K <0.01% -22,376 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,266 shares; 2025Q3: 10,762 shares; 2025Q4: 12,126 shares; 2026Q1: 13,618 shares 13,618 $648K <0.01% +1,492 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,272 shares; 2024Q4: 15,306 shares; 2025Q1: 15,208 shares; 2025Q2: 16,703 shares; 2025Q3: 15,921 shares; 2025Q4: 14,828 shares; 2026Q1: 35,464 shares 35,464 $648K <0.01% +20,636 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,141 shares; 2025Q1: 29,842 shares; 2025Q2: 25,761 shares; 2025Q3: 20,544 shares; 2025Q4: 39,559 shares; 2026Q1: 17,870 shares 17,870 $646K <0.01% -21,689 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,750 shares; 2025Q3: 14,750 shares; 2025Q4: 47,175 shares; 2026Q1: 46,896 shares 46,896 $643K <0.01% -279 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,756 shares; 2024Q4: 57,146 shares; 2025Q1: 41,960 shares; 2025Q2: 40,104 shares; 2025Q3: 42,939 shares; 2025Q4: 42,791 shares; 2026Q1: 41,017 shares 41,017 $643K <0.01% -1,774 Timeline DBVT DBV TECHNOLOGIES S A More: the full row for DBV TECHNOLOGIES S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,736 shares 30,736 $642K <0.01% new Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,241 shares; 2024Q4: 56,889 shares; 2025Q1: 49,169 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,036 shares; 2026Q1: 30,382 shares 30,382 $642K <0.01% +7,346 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,593 shares; 2024Q4: 90,055 shares; 2025Q1: 85,189 shares; 2025Q2: 5,586 shares; 2025Q3: 5,945 shares; 2025Q4: 4,074 shares; 2026Q1: 3,721 shares 3,721 $642K <0.01% -353 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 623 shares; 2025Q1: 624 shares; 2025Q2: 611 shares; 2025Q3: 621 shares; 2025Q4: 649 shares; 2026Q1: 604 shares 604 $638K <0.01% -45 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,843 shares; 2024Q4: 13,030 shares; 2025Q1: 13,252 shares; 2025Q2: 16,053 shares; 2025Q3: 16,468 shares; 2025Q4: 15,651 shares; 2026Q1: 15,435 shares 15,435 $637K <0.01% -216 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 6,237 shares; 2025Q1: 6,221 shares; 2025Q2: 5,976 shares; 2025Q3: 5,976 shares; 2025Q4: 7,075 shares; 2026Q1: 6,816 shares 6,816 $635K <0.01% -259 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,133 shares; 2024Q4: not reported; 2025Q1: 24,314 shares; 2025Q2: 24,529 shares; 2025Q3: 24,900 shares; 2025Q4: 21,262 shares; 2026Q1: 21,495 shares 21,495 $633K <0.01% +233 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,295 shares; 2025Q1: 8,295 shares; 2025Q2: 8,295 shares; 2025Q3: 8,295 shares; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $633K <0.01% new Timeline WAGN PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,767 shares 44,767 $631K <0.01% new Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,773 shares; 2024Q4: 35,073 shares; 2025Q1: 33,825 shares; 2025Q2: 28,167 shares; 2025Q3: 27,443 shares; 2025Q4: 27,314 shares; 2026Q1: 28,325 shares 28,325 $631K <0.01% +1,011 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,358 shares 13,358 $630K <0.01% new Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,415 shares; 2024Q4: 26,223 shares; 2025Q1: 24,067 shares; 2025Q2: 14,079 shares; 2025Q3: 10,256 shares; 2025Q4: 50,624 shares; 2026Q1: 56,269 shares 56,269 $628K <0.01% +5,645 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,710 shares; 2025Q4: 11,855 shares; 2026Q1: 12,581 shares 12,581 $628K <0.01% +726 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,524 shares; 2024Q4: 92,582 shares; 2025Q1: 92,585 shares; 2025Q2: 91,790 shares; 2025Q3: 88,141 shares; 2025Q4: 92,341 shares; 2026Q1: 91,059 shares 91,059 $627K <0.01% -1,282 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,479 shares 11,479 $627K <0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,400 shares; 2024Q4: 69,124 shares; 2025Q1: 69,168 shares; 2025Q2: 85,496 shares; 2025Q3: 79,952 shares; 2025Q4: 85,499 shares; 2026Q1: 71,499 shares 71,499 $627K <0.01% -14,000 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,729 shares; 2025Q2: 11,561 shares; 2025Q3: 11,910 shares; 2025Q4: 12,429 shares; 2026Q1: 11,797 shares 11,797 $626K <0.01% -632 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 78,250 shares; 2025Q1: 78,250 shares; 2025Q2: 118,256 shares; 2025Q3: 30,650 shares; 2025Q4: 411,900 shares; 2026Q1: 329,194 shares 329,194 $625K <0.01% -82,706 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 8,117 shares; 2025Q1: 19,188 shares; 2025Q2: 52,004 shares; 2025Q3: 56,108 shares; 2025Q4: 55,264 shares; 2026Q1: 44,117 shares 44,117 $623K <0.01% -11,147 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,574 shares; 2024Q4: 21,877 shares; 2025Q1: 20,119 shares; 2025Q2: 18,647 shares; 2025Q3: 6,124 shares; 2025Q4: 6,396 shares; 2026Q1: 6,431 shares 6,431 $622K <0.01% +35 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,327 shares; 2024Q4: 22,581 shares; 2025Q1: 11,435 shares; 2025Q2: 14,577 shares; 2025Q3: 10,767 shares; 2025Q4: 9,124 shares; 2026Q1: 8,219 shares 8,219 $622K <0.01% -905 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,835 shares; 2024Q4: 50,235 shares; 2025Q1: 40,535 shares; 2025Q2: 40,935 shares; 2025Q3: 41,809 shares; 2025Q4: 39,124 shares; 2026Q1: 36,324 shares 36,324 $621K <0.01% -2,800 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,795 shares; 2025Q2: 13,986 shares; 2025Q3: 14,270 shares; 2025Q4: 18,920 shares; 2026Q1: 29,470 shares 29,470 $621K <0.01% +10,550 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,176 shares; 2024Q4: 19,666 shares; 2025Q1: 18,802 shares; 2025Q2: 18,136 shares; 2025Q3: 17,508 shares; 2025Q4: 15,993 shares; 2026Q1: 13,895 shares 13,895 $621K <0.01% -2,098 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,317 shares; 2025Q4: 41,044 shares; 2026Q1: 19,055 shares 19,055 $618K <0.01% -21,989 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,892 shares; 2025Q4: 29,763 shares; 2026Q1: 53,009 shares 53,009 $617K <0.01% +23,246 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,014 shares; 2024Q4: 25,527 shares; 2025Q1: 18,706 shares; 2025Q2: 25,519 shares; 2025Q3: 25,468 shares; 2025Q4: 20,020 shares; 2026Q1: 16,682 shares 16,682 $617K <0.01% -3,338 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,649 shares 21,649 $616K <0.01% new Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,250 shares; 2026Q1: 12,250 shares 12,250 $616K <0.01% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,736 shares; 2025Q3: 11,491 shares; 2025Q4: not reported; 2026Q1: 11,994 shares 11,994 $616K <0.01% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,991 shares; 2024Q4: 197,392 shares; 2025Q1: 51,358 shares; 2025Q2: 25,171 shares; 2025Q3: 19,962 shares; 2025Q4: 19,381 shares; 2026Q1: 16,475 shares 16,475 $615K <0.01% -2,906 Timeline SUNS SUNRISE RLTY TR INC More: the full row for SUNRISE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,517 shares; 2025Q3: 71,940 shares; 2025Q4: 77,700 shares; 2026Q1: 80,010 shares 80,010 $614K <0.01% +2,310 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,048 shares; 2025Q1: 2,378 shares; 2025Q2: 6,593 shares; 2025Q3: 6,207 shares; 2025Q4: 5,347 shares; 2026Q1: 6,162 shares 6,162 $613K <0.01% +815 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 2,412 shares; 2025Q4: 2,384 shares; 2026Q1: 2,438 shares 2,438 $612K <0.01% +54 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,257 shares 19,257 $611K <0.01% new Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,916 shares; 2024Q4: not reported; 2025Q1: 25,543 shares; 2025Q2: 27,341 shares; 2025Q3: 36,932 shares; 2025Q4: 30,564 shares; 2026Q1: 25,927 shares 25,927 $609K <0.01% -4,637 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,220 shares; 2024Q4: 17,116 shares; 2025Q1: 13,105 shares; 2025Q2: 12,668 shares; 2025Q3: 13,922 shares; 2025Q4: 14,176 shares; 2026Q1: 14,109 shares 14,109 $609K <0.01% -67 Timeline TSAT TELESAT CORP More: the full row for TELESAT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,982 shares; 2025Q4: 7,922 shares; 2026Q1: 16,831 shares 16,831 $609K <0.01% +8,909 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,308 shares; 2024Q4: 12,308 shares; 2025Q1: 12,308 shares; 2025Q2: 12,308 shares; 2025Q3: 12,308 shares; 2025Q4: 11,418 shares; 2026Q1: 11,418 shares 11,418 $609K <0.01% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,513 shares; 2024Q4: 23,700 shares; 2025Q1: 22,159 shares; 2025Q2: 22,159 shares; 2025Q3: 22,844 shares; 2025Q4: 22,844 shares; 2026Q1: 26,829 shares 26,829 $608K <0.01% +3,985 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 7,310 shares; 2025Q1: 7,161 shares; 2025Q2: 7,140 shares; 2025Q3: 7,103 shares; 2025Q4: 7,113 shares; 2026Q1: 7,144 shares 7,144 $608K <0.01% +31 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,315 shares; 2024Q4: 35,110 shares; 2025Q1: 37,887 shares; 2025Q2: 35,748 shares; 2025Q3: 23,932 shares; 2025Q4: 23,108 shares; 2026Q1: 22,493 shares 22,493 $606K <0.01% -615 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,220 shares; 2024Q4: 23,782 shares; 2025Q1: 13,941 shares; 2025Q2: 13,158 shares; 2025Q3: 14,727 shares; 2025Q4: 12,554 shares; 2026Q1: 12,590 shares 12,590 $603K <0.01% +36 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 8,921 shares; 2025Q1: 8,921 shares; 2025Q2: 8,921 shares; 2025Q3: 8,921 shares; 2025Q4: 8,921 shares; 2026Q1: 8,921 shares 8,921 $602K <0.01% 0 Timeline PHAT PHATHOM PHARMACEUTICALS INC More: the full row for PHATHOM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,398 shares; 2025Q2: 20,467 shares; 2025Q3: 19,867 shares; 2025Q4: 51,661 shares; 2026Q1: 54,039 shares 54,039 $600K <0.01% +2,378 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,255 shares; 2024Q4: 20,153 shares; 2025Q1: 19,509 shares; 2025Q2: 9,441 shares; 2025Q3: 13,731 shares; 2025Q4: 11,663 shares; 2026Q1: 11,734 shares 11,734 $599K <0.01% +71 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,371 shares; 2025Q1: 18,371 shares; 2025Q2: 18,371 shares; 2025Q3: 18,631 shares; 2025Q4: 18,561 shares; 2026Q1: 21,044 shares 21,044 $598K <0.01% +2,483 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,829 shares; 2024Q4: 9,812 shares; 2025Q1: 9,890 shares; 2025Q2: 10,146 shares; 2025Q3: 10,504 shares; 2025Q4: 10,871 shares; 2026Q1: 13,016 shares 13,016 $598K <0.01% +2,145 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,747 shares 5,747 $596K <0.01% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 387,970 shares; 2025Q3: 83,345 shares; 2025Q4: 264,880 shares; 2026Q1: 131,443 shares 131,443 $595K <0.01% -133,437 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,178 shares; 2025Q3: 8,572 shares; 2025Q4: 6,407 shares; 2026Q1: 6,112 shares 6,112 $595K <0.01% -295 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 17,415 shares; 2025Q1: 23,603 shares; 2025Q2: 27,226 shares; 2025Q3: 27,898 shares; 2025Q4: 30,661 shares; 2026Q1: 32,545 shares 32,545 $595K <0.01% +1,884 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,385 shares; 2024Q4: 166,335 shares; 2025Q1: 86,739 shares; 2025Q2: 91,336 shares; 2025Q3: 80,883 shares; 2025Q4: 71,011 shares; 2026Q1: 85,533 shares 85,533 $594K <0.01% +14,522 Timeline BDTX BLACK DIAMOND THERAPEUTICS I More: the full row for BLACK DIAMOND THERAPEUTICS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,324 shares; 2024Q4: 166,000 shares; 2025Q1: 206,900 shares; 2025Q2: 219,945 shares; 2025Q3: 222,245 shares; 2025Q4: 274,995 shares; 2026Q1: 278,645 shares 278,645 $594K <0.01% +3,650 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,281 shares; 2024Q4: 70,354 shares; 2025Q1: 67,727 shares; 2025Q2: 10,779 shares; 2025Q3: 13,618 shares; 2025Q4: 38,714 shares; 2026Q1: 38,619 shares 38,619 $592K <0.01% -95 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 8,114 shares; 2025Q1: 7,774 shares; 2025Q2: 8,591 shares; 2025Q3: 8,572 shares; 2025Q4: 8,476 shares; 2026Q1: 8,698 shares 8,698 $591K <0.01% +222 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,251 shares; 2025Q1: 10,840 shares; 2025Q2: 14,140 shares; 2025Q3: 16,240 shares; 2025Q4: 14,390 shares; 2026Q1: 15,385 shares 15,385 $591K <0.01% +995 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,400 shares; 2025Q3: 31,020 shares; 2025Q4: 34,175 shares; 2026Q1: 41,175 shares 41,175 $590K <0.01% +7,000 Timeline AVNT AVIENT CORPORATION More: the full row for AVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,029 shares; 2024Q4: 39,285 shares; 2025Q1: 33,005 shares; 2025Q2: 31,553 shares; 2025Q3: 28,960 shares; 2025Q4: 15,840 shares; 2026Q1: 16,209 shares 16,209 $589K <0.01% +369 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,159 shares; 2025Q1: 7,230 shares; 2025Q2: 5,885 shares; 2025Q3: 6,227 shares; 2025Q4: 5,772 shares; 2026Q1: 7,537 shares 7,537 $588K <0.01% +1,765 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 4,808 shares; 2025Q1: 5,141 shares; 2025Q2: 5,073 shares; 2025Q3: 5,226 shares; 2025Q4: 5,351 shares; 2026Q1: 13,732 shares 13,732 $588K <0.01% +8,381 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,481 shares; 2024Q4: 23,768 shares; 2025Q1: 19,853 shares; 2025Q2: 27,043 shares; 2025Q3: 26,623 shares; 2025Q4: 26,804 shares; 2026Q1: 29,832 shares 29,832 $587K <0.01% +3,028 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,917 shares 40,917 $586K <0.01% new Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,200 shares; 2024Q4: 90,857 shares; 2025Q1: 57,457 shares; 2025Q2: 56,332 shares; 2025Q3: 75,957 shares; 2025Q4: 82,657 shares; 2026Q1: 151,386 shares 151,386 $586K <0.01% +68,729 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,852 shares 11,852 $585K <0.01% new Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,859 shares; 2024Q4: 50,134 shares; 2025Q1: 49,310 shares; 2025Q2: 4,360 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,347 shares 5,347 $585K <0.01% new Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,268 shares; 2025Q2: 23,424 shares; 2025Q3: 22,378 shares; 2025Q4: 22,967 shares; 2026Q1: 26,633 shares 26,633 $584K <0.01% +3,666 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,317 shares; 2024Q4: 28,151 shares; 2025Q1: 25,814 shares; 2025Q2: 15,084 shares; 2025Q3: 13,262 shares; 2025Q4: 12,174 shares; 2026Q1: 10,095 shares 10,095 $584K <0.01% -2,079 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,198 shares; 2024Q4: 81,881 shares; 2025Q1: 84,761 shares; 2025Q2: 16,240 shares; 2025Q3: 16,769 shares; 2025Q4: 16,204 shares; 2026Q1: 16,165 shares 16,165 $584K <0.01% -39 Timeline OEFA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,978 shares; 2024Q4: 17,978 shares; 2025Q1: 18,278 shares; 2025Q2: 18,564 shares; 2025Q3: 18,564 shares; 2025Q4: 18,564 shares; 2026Q1: 18,564 shares 18,564 $584K <0.01% 0 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,672 shares; 2024Q4: 282,350 shares; 2025Q1: 287,400 shares; 2025Q2: 314,617 shares; 2025Q3: 321,319 shares; 2025Q4: 324,173 shares; 2026Q1: 320,212 shares 320,212 $583K <0.01% -3,961 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,144 shares; 2024Q4: 66,078 shares; 2025Q1: 53,216 shares; 2025Q2: 53,453 shares; 2025Q3: 50,362 shares; 2025Q4: 49,977 shares; 2026Q1: 56,493 shares 56,493 $582K <0.01% +6,516 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,630 shares 15,630 $580K <0.01% new Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,953 shares; 2024Q4: 47,253 shares; 2025Q1: 46,868 shares; 2025Q2: 71,181 shares; 2025Q3: 36,225 shares; 2025Q4: 35,112 shares; 2026Q1: 33,324 shares 33,324 $580K <0.01% -1,788 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,641 shares; 2024Q4: 18,348 shares; 2025Q1: 20,723 shares; 2025Q2: 22,579 shares; 2025Q3: 27,473 shares; 2025Q4: 17,863 shares; 2026Q1: 32,450 shares 32,450 $576K <0.01% +14,587 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,751 shares; 2024Q4: 15,146 shares; 2025Q1: 14,724 shares; 2025Q2: 14,316 shares; 2025Q3: 14,909 shares; 2025Q4: 18,104 shares; 2026Q1: 22,798 shares 22,798 $576K <0.01% +4,694 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,279 shares 3,279 $575K <0.01% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,064 shares; 2025Q2: 4,894 shares; 2025Q3: 5,018 shares; 2025Q4: 5,097 shares; 2026Q1: 4,763 shares 4,763 $574K <0.01% -334 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,804 shares; 2024Q4: 13,142 shares; 2025Q1: 13,625 shares; 2025Q2: 13,409 shares; 2025Q3: 13,251 shares; 2025Q4: 20,882 shares; 2026Q1: 23,394 shares 23,394 $574K <0.01% +2,512 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,046 shares; 2025Q2: 26,181 shares; 2025Q3: 26,789 shares; 2025Q4: 21,589 shares; 2026Q1: 19,664 shares 19,664 $573K <0.01% -1,925 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,650 shares; 2024Q4: 48,552 shares; 2025Q1: 48,552 shares; 2025Q2: 49,610 shares; 2025Q3: 59,031 shares; 2025Q4: 31,691 shares; 2026Q1: 31,210 shares 31,210 $573K <0.01% -481 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,252 shares; 2025Q3: 13,014 shares; 2025Q4: 11,417 shares; 2026Q1: 14,052 shares 14,052 $572K <0.01% +2,635 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,318 shares; 2024Q4: 46,934 shares; 2025Q1: 13,238 shares; 2025Q2: 33,005 shares; 2025Q3: 35,458 shares; 2025Q4: 30,550 shares; 2026Q1: 21,935 shares 21,935 $572K <0.01% -8,615 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,101 shares; 2026Q1: 8,613 shares 8,613 $572K <0.01% -488 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 12,221 shares; 2025Q1: 12,192 shares; 2025Q2: 12,086 shares; 2025Q3: 12,412 shares; 2025Q4: 12,379 shares; 2026Q1: 8,389 shares 8,389 $571K <0.01% -3,990 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,935 shares; 2025Q3: not reported; 2025Q4: 90,926 shares; 2026Q1: 86,750 shares 86,750 $571K <0.01% -4,176 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,278 shares; 2025Q4: 11,179 shares; 2026Q1: 12,100 shares 12,100 $571K <0.01% +921 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,768 shares; 2024Q4: 89,382 shares; 2025Q1: 92,503 shares; 2025Q2: 63,547 shares; 2025Q3: 61,556 shares; 2025Q4: 58,903 shares; 2026Q1: 58,264 shares 58,264 $569K <0.01% -639 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,354 shares; 2024Q4: 16,993 shares; 2025Q1: 26,734 shares; 2025Q2: 26,204 shares; 2025Q3: 14,446 shares; 2025Q4: 14,870 shares; 2026Q1: 7,526 shares 7,526 $569K <0.01% -7,344 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 999,846 shares; 2025Q1: 394,630 shares; 2025Q2: 799,724 shares; 2025Q3: 1,144,217 shares; 2025Q4: 559,417 shares; 2026Q1: 208,326 shares 208,326 $569K <0.01% -351,091 Timeline BSMC 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 10,900 shares; 2025Q4: 12,355 shares; 2026Q1: 15,705 shares 15,705 $568K <0.01% +3,350 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,046 shares; 2024Q4: 17,824 shares; 2025Q1: 16,668 shares; 2025Q2: 23,825 shares; 2025Q3: 37,710 shares; 2025Q4: 47,307 shares; 2026Q1: 68,626 shares 68,626 $567K <0.01% +21,319 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,030 shares; 2025Q2: 8,308 shares; 2025Q3: 7,731 shares; 2025Q4: 25,000 shares; 2026Q1: 20,244 shares 20,244 $567K <0.01% -4,756 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,109 shares; 2024Q4: 115,640 shares; 2025Q1: 113,913 shares; 2025Q2: 44,581 shares; 2025Q3: 43,596 shares; 2025Q4: 44,362 shares; 2026Q1: 43,814 shares 43,814 $567K <0.01% -548 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,967 shares; 2024Q4: 14,688 shares; 2025Q1: 13,933 shares; 2025Q2: 16,399 shares; 2025Q3: 15,317 shares; 2025Q4: 15,263 shares; 2026Q1: 15,058 shares 15,058 $565K <0.01% -205 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,278 shares; 2024Q4: 31,769 shares; 2025Q1: 12,279 shares; 2025Q2: 30,250 shares; 2025Q3: 32,230 shares; 2025Q4: 38,581 shares; 2026Q1: 32,608 shares 32,608 $564K <0.01% -5,973 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 18,141 shares; 2025Q1: 18,007 shares; 2025Q2: 18,524 shares; 2025Q3: 15,197 shares; 2025Q4: 12,156 shares; 2026Q1: 1,726 shares 1,726 $564K <0.01% -10,430 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,467 shares; 2025Q3: 15,304 shares; 2025Q4: 19,111 shares; 2026Q1: 21,796 shares 21,796 $563K <0.01% +2,685 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,840 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,984 shares; 2025Q3: not reported; 2025Q4: 16,183 shares; 2026Q1: 19,033 shares 19,033 $561K <0.01% +2,850 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,212 shares; 2025Q3: 10,498 shares; 2025Q4: 12,621 shares; 2026Q1: 23,913 shares 23,913 $561K <0.01% +11,292 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,067 shares; 2024Q4: 64,252 shares; 2025Q1: 76,762 shares; 2025Q2: 77,550 shares; 2025Q3: 74,757 shares; 2025Q4: 78,727 shares; 2026Q1: 78,649 shares 78,649 $561K <0.01% -78 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,090 shares; 2024Q4: 25,475 shares; 2025Q1: 22,702 shares; 2025Q2: 23,683 shares; 2025Q3: 4,284 shares; 2025Q4: 2,145 shares; 2026Q1: 5,162 shares 5,162 $561K <0.01% +3,017 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,073 shares; 2024Q4: 39,870 shares; 2025Q1: 38,874 shares; 2025Q2: 20,802 shares; 2025Q3: 35,502 shares; 2025Q4: 16,664 shares; 2026Q1: 21,998 shares 21,998 $559K <0.01% +5,334 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,033 shares; 2024Q4: 16,494 shares; 2025Q1: 15,639 shares; 2025Q2: 13,089 shares; 2025Q3: 8,494 shares; 2025Q4: 7,760 shares; 2026Q1: 7,290 shares 7,290 $558K <0.01% -470 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,033 shares; 2025Q2: 6,008 shares; 2025Q3: 12,829 shares; 2025Q4: 6,308 shares; 2026Q1: 8,075 shares 8,075 $558K <0.01% +1,767 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,700 shares; 2025Q4: 18,700 shares; 2026Q1: 14,300 shares 14,300 $556K <0.01% -4,400 Timeline TBBB BBB FOODS INC More: the full row for BBB FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,712 shares 15,712 $556K <0.01% new Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,113 shares; 2024Q4: 137,500 shares; 2025Q1: 60,408 shares; 2025Q2: 60,194 shares; 2025Q3: 72,461 shares; 2025Q4: 110,800 shares; 2026Q1: 90,700 shares 90,700 $555K <0.01% -20,100 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,502 shares; 2024Q4: 56,122 shares; 2025Q1: 54,295 shares; 2025Q2: 78,799 shares; 2025Q3: 59,131 shares; 2025Q4: 58,782 shares; 2026Q1: 46,601 shares 46,601 $554K <0.01% -12,181 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,680 shares; 2025Q4: 23,126 shares; 2026Q1: 24,909 shares 24,909 $553K <0.01% +1,783 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 1,157 shares; 2025Q1: 930 shares; 2025Q2: 4,039 shares; 2025Q3: 5,043 shares; 2025Q4: 4,443 shares; 2026Q1: 4,137 shares 4,137 $551K <0.01% -306 Timeline SOFR AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 2,138 shares; 2025Q4: 2,711 shares; 2026Q1: 5,505 shares 5,505 $551K <0.01% +2,794 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,871 shares; 2024Q4: 10,578 shares; 2025Q1: 11,121 shares; 2025Q2: 9,923 shares; 2025Q3: 9,081 shares; 2025Q4: 8,490 shares; 2026Q1: 8,441 shares 8,441 $551K <0.01% -49 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 15,931 shares; 2025Q1: 25,775 shares; 2025Q2: 29,304 shares; 2025Q3: 37,523 shares; 2025Q4: not reported; 2026Q1: 14,497 shares 14,497 $551K <0.01% new Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,487 shares; 2024Q4: 8,719 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,080 shares 13,080 $551K <0.01% new Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,327 shares; 2024Q4: 129,426 shares; 2025Q1: 69,066 shares; 2025Q2: 66,514 shares; 2025Q3: 64,794 shares; 2025Q4: 61,998 shares; 2026Q1: 61,110 shares 61,110 $551K <0.01% -888 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,012 shares; 2026Q1: 10,988 shares 10,988 $551K <0.01% -24 Timeline RWAY RUNWAY GROWTH FINANCE CORP More: the full row for RUNWAY GROWTH FINANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,000 shares; 2025Q1: 43,000 shares; 2025Q2: 98,203 shares; 2025Q3: 97,341 shares; 2025Q4: 53,578 shares; 2026Q1: 80,001 shares 80,001 $550K <0.01% +26,423 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,649 shares; 2026Q1: 21,396 shares 21,396 $549K <0.01% +2,747 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,007 shares; 2024Q4: 35,898 shares; 2025Q1: 30,969 shares; 2025Q2: 12,567 shares; 2025Q3: 10,759 shares; 2025Q4: 9,312 shares; 2026Q1: 9,139 shares 9,139 $549K <0.01% -173 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,061 shares; 2025Q4: 16,181 shares; 2026Q1: 16,276 shares 16,276 $548K <0.01% +95 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,574 shares; 2024Q4: 18,983 shares; 2025Q1: 17,143 shares; 2025Q2: 19,955 shares; 2025Q3: 13,624 shares; 2025Q4: 10,964 shares; 2026Q1: 10,962 shares 10,962 $548K <0.01% -2 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,690 shares; 2025Q2: 14,929 shares; 2025Q3: 18,958 shares; 2025Q4: 33,590 shares; 2026Q1: 42,894 shares 42,894 $547K <0.01% +9,304 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,830 shares; 2026Q1: 11,342 shares 11,342 $547K <0.01% +6,512 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,330 shares; 2024Q4: 16,472 shares; 2025Q1: 17,266 shares; 2025Q2: 16,137 shares; 2025Q3: 16,258 shares; 2025Q4: 18,117 shares; 2026Q1: 19,101 shares 19,101 $543K <0.01% +984 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 6,197 shares; 2025Q1: 6,035 shares; 2025Q2: 6,105 shares; 2025Q3: 6,558 shares; 2025Q4: 6,473 shares; 2026Q1: 6,645 shares 6,645 $542K <0.01% +172 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,697 shares; 2024Q4: 6,492 shares; 2025Q1: 16,431 shares; 2025Q2: 16,366 shares; 2025Q3: 15,999 shares; 2025Q4: 16,380 shares; 2026Q1: 16,293 shares 16,293 $541K <0.01% -87 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,769 shares; 2024Q4: 33,851 shares; 2025Q1: 26,811 shares; 2025Q2: 15,889 shares; 2025Q3: 22,296 shares; 2025Q4: 15,458 shares; 2026Q1: 5,969 shares 5,969 $540K <0.01% -9,489 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,307 shares; 2024Q4: 60,988 shares; 2025Q1: 67,995 shares; 2025Q2: 70,586 shares; 2025Q3: 92,583 shares; 2025Q4: 99,436 shares; 2026Q1: 49,849 shares 49,849 $540K <0.01% -49,587 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,264 shares 8,264 $538K <0.01% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 24,643 shares; 2025Q1: 11,310 shares; 2025Q2: 14,339 shares; 2025Q3: 12,697 shares; 2025Q4: 8,430 shares; 2026Q1: 6,481 shares 6,481 $538K <0.01% -1,949 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,538 shares; 2024Q4: 81,006 shares; 2025Q1: 99,697 shares; 2025Q2: 69,932 shares; 2025Q3: 48,828 shares; 2025Q4: 37,974 shares; 2026Q1: 38,596 shares 38,596 $537K <0.01% +622 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,898 shares; 2024Q4: 21,467 shares; 2025Q1: 29,488 shares; 2025Q2: 29,586 shares; 2025Q3: 34,786 shares; 2025Q4: 33,602 shares; 2026Q1: 35,660 shares 35,660 $535K <0.01% +2,058 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,452 shares; 2025Q3: 117,952 shares; 2025Q4: 109,852 shares; 2026Q1: 120,525 shares 120,525 $533K <0.01% +10,673 Timeline ONT ONTERRIS INC More: the full row for ONTERRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,521 shares; 2024Q4: 36,029 shares; 2025Q1: 33,468 shares; 2025Q2: 30,047 shares; 2025Q3: 29,335 shares; 2025Q4: 28,132 shares; 2026Q1: 24,231 shares 24,231 $530K <0.01% -3,901 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,359 shares; 2024Q4: 16,019 shares; 2025Q1: 17,293 shares; 2025Q2: 23,832 shares; 2025Q3: 24,975 shares; 2025Q4: 9,661 shares; 2026Q1: 5,828 shares 5,828 $529K <0.01% -3,833 Timeline SDRL SEADRILL LTD More: the full row for SEADRILL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,048 shares; 2024Q4: 73,626 shares; 2025Q1: 35,128 shares; 2025Q2: 40,914 shares; 2025Q3: 64,970 shares; 2025Q4: 21,965 shares; 2026Q1: 11,630 shares 11,630 $529K <0.01% -10,335 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,437 shares; 2025Q2: 12,242 shares; 2025Q3: 12,306 shares; 2025Q4: 15,693 shares; 2026Q1: 23,871 shares 23,871 $528K <0.01% +8,178 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,846 shares; 2024Q4: 7,915 shares; 2025Q1: 7,794 shares; 2025Q2: 9,412 shares; 2025Q3: 10,418 shares; 2025Q4: 13,542 shares; 2026Q1: 16,174 shares 16,174 $528K <0.01% +2,632 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,083 shares; 2024Q4: 15,928 shares; 2025Q1: 15,828 shares; 2025Q2: 15,828 shares; 2025Q3: 15,528 shares; 2025Q4: 15,503 shares; 2026Q1: 15,453 shares 15,453 $528K <0.01% -50 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 10,332 shares; 2025Q1: not reported; 2025Q2: 2,968 shares; 2025Q3: 6,503 shares; 2025Q4: 2,450 shares; 2026Q1: 3,479 shares 3,479 $527K <0.01% +1,029 Timeline KRT KARAT PACKAGING INC More: the full row for KARAT PACKAGING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,421 shares; 2025Q1: 14,489 shares; 2025Q2: 19,893 shares; 2025Q3: 22,400 shares; 2025Q4: 22,798 shares; 2026Q1: 18,816 shares 18,816 $525K <0.01% -3,982 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,803 shares; 2026Q1: 7,479 shares 7,479 $525K <0.01% +676 Timeline FXNC FIRST NATL CORP VA More: the full row for FIRST NATL CORP VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 19,480 shares; 2025Q1: 19,480 shares; 2025Q2: 19,480 shares; 2025Q3: 19,480 shares; 2025Q4: 19,480 shares; 2026Q1: 19,480 shares 19,480 $524K <0.01% 0 Timeline FCLD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,250 shares 19,250 $522K <0.01% new Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,390 shares; 2024Q4: 21,665 shares; 2025Q1: 20,826 shares; 2025Q2: 20,623 shares; 2025Q3: 22,093 shares; 2025Q4: 18,420 shares; 2026Q1: 21,475 shares 21,475 $522K <0.01% +3,055 Timeline VTN INVESCO TR INVT GRADE NEW YO More: the full row for INVESCO TR INVT GRADE NEW YO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,198 shares; 2024Q4: 45,616 shares; 2025Q1: 54,130 shares; 2025Q2: 53,334 shares; 2025Q3: 56,866 shares; 2025Q4: 49,822 shares; 2026Q1: 47,648 shares 47,648 $521K <0.01% -2,174 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,309 shares; 2024Q4: 31,709 shares; 2025Q1: 32,648 shares; 2025Q2: 32,768 shares; 2025Q3: 32,268 shares; 2025Q4: 50,621 shares; 2026Q1: 46,792 shares 46,792 $521K <0.01% -3,829 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,220 shares; 2026Q1: 34,759 shares 34,759 $520K <0.01% -29,461 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,143 shares 7,143 $519K <0.01% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 14,615 shares; 2025Q1: 14,589 shares; 2025Q2: 15,854 shares; 2025Q3: 17,090 shares; 2025Q4: 17,465 shares; 2026Q1: 19,083 shares 19,083 $519K <0.01% +1,618 Timeline FSZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,073 shares; 2024Q4: 6,894 shares; 2025Q1: 6,556 shares; 2025Q2: 6,556 shares; 2025Q3: 6,534 shares; 2025Q4: 6,534 shares; 2026Q1: 6,534 shares 6,534 $518K <0.01% 0 Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,186 shares 20,186 $517K <0.01% new Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,848 shares; 2024Q4: 4,838 shares; 2025Q1: 4,849 shares; 2025Q2: 4,752 shares; 2025Q3: 4,759 shares; 2025Q4: 4,696 shares; 2026Q1: 4,664 shares 4,664 $517K <0.01% -32 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,072 shares; 2024Q4: 34,773 shares; 2025Q1: 35,295 shares; 2025Q2: 35,529 shares; 2025Q3: 39,014 shares; 2025Q4: 27,485 shares; 2026Q1: 26,944 shares 26,944 $517K <0.01% -541 Timeline PAI WESTERN ASSET INVESTMENT GRA More: the full row for WESTERN ASSET INVESTMENT GRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,820 shares; 2024Q4: 33,858 shares; 2025Q1: 35,512 shares; 2025Q2: 39,097 shares; 2025Q3: 36,088 shares; 2025Q4: 36,068 shares; 2026Q1: 42,682 shares 42,682 $516K <0.01% +6,614 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: 7,270 shares; 2025Q1: 7,255 shares; 2025Q2: 6,760 shares; 2025Q3: 6,760 shares; 2025Q4: 6,796 shares; 2026Q1: 7,070 shares 7,070 $514K <0.01% +274 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 10,307 shares; 2025Q1: 9,115 shares; 2025Q2: 8,950 shares; 2025Q3: 12,220 shares; 2025Q4: 15,072 shares; 2026Q1: 20,514 shares 20,514 $513K <0.01% +5,442 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,820 shares; 2024Q4: 79,931 shares; 2025Q1: 86,640 shares; 2025Q2: 87,568 shares; 2025Q3: 88,718 shares; 2025Q4: 85,641 shares; 2026Q1: 83,455 shares 83,455 $512K <0.01% -2,186 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,690 shares; 2025Q3: 9,783 shares; 2025Q4: 9,835 shares; 2026Q1: 9,807 shares 9,807 $512K <0.01% -28 Timeline KSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,429 shares; 2025Q4: 12,836 shares; 2026Q1: 12,863 shares 12,863 $511K <0.01% +27 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,154 shares 11,154 $511K <0.01% new Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,516 shares; 2025Q4: 8,516 shares; 2026Q1: 8,516 shares 8,516 $509K <0.01% 0 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,996 shares; 2024Q4: 76,411 shares; 2025Q1: 45,836 shares; 2025Q2: 55,581 shares; 2025Q3: 63,443 shares; 2025Q4: 51,681 shares; 2026Q1: 51,394 shares 51,394 $508K <0.01% -287 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 14,776 shares; 2025Q1: 15,814 shares; 2025Q2: 15,788 shares; 2025Q3: 14,908 shares; 2025Q4: 6,951 shares; 2026Q1: 9,008 shares 9,008 $508K <0.01% +2,057 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,686 shares; 2025Q4: 5,019 shares; 2026Q1: 7,369 shares 7,369 $507K <0.01% +2,350 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,863 shares 19,863 $507K <0.01% new Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,824 shares; 2025Q1: 5,684 shares; 2025Q2: 6,595 shares; 2025Q3: 7,470 shares; 2025Q4: 7,202 shares; 2026Q1: 7,106 shares 7,106 $506K <0.01% -96 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,939 shares; 2024Q4: 16,101 shares; 2025Q1: 16,101 shares; 2025Q2: 15,641 shares; 2025Q3: 21,273 shares; 2025Q4: 22,213 shares; 2026Q1: 21,068 shares 21,068 $504K <0.01% -1,145 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,005 shares; 2024Q4: 9,839 shares; 2025Q1: 6,583 shares; 2025Q2: 6,856 shares; 2025Q3: 7,017 shares; 2025Q4: 7,432 shares; 2026Q1: 6,660 shares 6,660 $504K <0.01% -772 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,679 shares; 2025Q3: 2,287 shares; 2025Q4: 5,131 shares; 2026Q1: 5,529 shares 5,529 $503K <0.01% +398 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,175 shares; 2024Q4: 179,471 shares; 2025Q1: 190,735 shares; 2025Q2: 216,151 shares; 2025Q3: 126,545 shares; 2025Q4: 104,999 shares; 2026Q1: 11,135 shares 11,135 $502K <0.01% -93,864 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,336 shares; 2026Q1: 13,861 shares 13,861 $502K <0.01% -4,475 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,477 shares; 2025Q4: 8,129 shares; 2026Q1: 10,739 shares 10,739 $502K <0.01% +2,610 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,072 shares; 2025Q3: 9,853 shares; 2025Q4: 9,824 shares; 2026Q1: 8,814 shares 8,814 $500K <0.01% -1,010 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,986 shares; 2024Q4: 2,992 shares; 2025Q1: 4,623 shares; 2025Q2: 3,678 shares; 2025Q3: 3,678 shares; 2025Q4: 3,684 shares; 2026Q1: 3,344 shares 3,344 $500K <0.01% -340 Timeline RARE ULTRAGENYX PHARMACEUTICAL IN More: the full row for ULTRAGENYX PHARMACEUTICAL IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,961 shares; 2024Q4: 23,796 shares; 2025Q1: 23,379 shares; 2025Q2: 22,081 shares; 2025Q3: 25,458 shares; 2025Q4: 18,997 shares; 2026Q1: 23,775 shares 23,775 $498K <0.01% +4,778 Timeline TRMD TORM PLC More: the full row for TORM PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,788 shares 17,788 $496K <0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,753 shares; 2024Q4: 31,182 shares; 2025Q1: 31,218 shares; 2025Q2: 27,665 shares; 2025Q3: 23,094 shares; 2025Q4: 24,265 shares; 2026Q1: 34,521 shares 34,521 $495K <0.01% +10,256 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,110 shares; 2024Q4: 90,513 shares; 2025Q1: 52,573 shares; 2025Q2: 43,423 shares; 2025Q3: 41,968 shares; 2025Q4: 32,488 shares; 2026Q1: 60,173 shares 60,173 $495K <0.01% +27,685 Timeline ASST STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,397 shares 49,397 $495K <0.01% new Timeline ASC ARDMORE SHIPPING CORP More: the full row for ARDMORE SHIPPING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,557 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,830 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,339 shares 32,339 $493K <0.01% new Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,131 shares; 2024Q4: 76,667 shares; 2025Q1: 75,978 shares; 2025Q2: 74,238 shares; 2025Q3: 75,910 shares; 2025Q4: 72,686 shares; 2026Q1: 36,457 shares 36,457 $492K <0.01% -36,229 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,195 shares; 2024Q4: 175,217 shares; 2025Q1: 200,025 shares; 2025Q2: 194,264 shares; 2025Q3: 205,475 shares; 2025Q4: 189,424 shares; 2026Q1: 187,828 shares 187,828 $490K <0.01% -1,596 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,186 shares; 2024Q4: 53,631 shares; 2025Q1: 55,724 shares; 2025Q2: 19,674 shares; 2025Q3: 20,231 shares; 2025Q4: 18,993 shares; 2026Q1: 34,299 shares 34,299 $490K <0.01% +15,306 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,381 shares; 2024Q4: 257,516 shares; 2025Q1: 287,866 shares; 2025Q2: 303,274 shares; 2025Q3: 189,230 shares; 2025Q4: 182,201 shares; 2026Q1: 40,304 shares 40,304 $490K <0.01% -141,897 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,826 shares; 2024Q4: 16,371 shares; 2025Q1: 14,957 shares; 2025Q2: 16,157 shares; 2025Q3: 12,457 shares; 2025Q4: 11,409 shares; 2026Q1: 12,025 shares 12,025 $487K <0.01% +616 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,072 shares; 2026Q1: 11,403 shares 11,403 $486K <0.01% +331 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183,157 shares; 2025Q3: 183,625 shares; 2025Q4: 163,219 shares; 2026Q1: 15,771 shares 15,771 $486K <0.01% -147,448 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,896 shares; 2024Q4: 19,308 shares; 2025Q1: 17,940 shares; 2025Q2: 18,317 shares; 2025Q3: 22,920 shares; 2025Q4: 28,361 shares; 2026Q1: 12,769 shares 12,769 $485K <0.01% -15,592 Timeline CHPT CHARGEPOINT HOLDINGS INC More: the full row for CHARGEPOINT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135,346 shares; 2025Q4: 105,505 shares; 2026Q1: 99,858 shares 99,858 $485K <0.01% -5,647 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,149 shares; 2024Q4: 149,647 shares; 2025Q1: 162,532 shares; 2025Q2: 188,756 shares; 2025Q3: 198,287 shares; 2025Q4: 66,902 shares; 2026Q1: 73,095 shares 73,095 $485K <0.01% +6,193 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,834 shares; 2025Q1: not reported; 2025Q2: 25,657 shares; 2025Q3: 21,404 shares; 2025Q4: 26,051 shares; 2026Q1: 24,886 shares 24,886 $484K <0.01% -1,165 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,410 shares; 2024Q4: 31,365 shares; 2025Q1: 32,821 shares; 2025Q2: 33,475 shares; 2025Q3: 35,019 shares; 2025Q4: 26,882 shares; 2026Q1: 26,754 shares 26,754 $484K <0.01% -128 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,193 shares; 2024Q4: 62,546 shares; 2025Q1: 22,797 shares; 2025Q2: 21,675 shares; 2025Q3: 128,688 shares; 2025Q4: 175,188 shares; 2026Q1: 30,285 shares 30,285 $481K <0.01% -144,903 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,779 shares; 2024Q4: 13,822 shares; 2025Q1: 10,262 shares; 2025Q2: not reported; 2025Q3: 7,590 shares; 2025Q4: 8,411 shares; 2026Q1: 11,418 shares 11,418 $481K <0.01% +3,007 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,980 shares; 2026Q1: 40,519 shares 40,519 $480K <0.01% +23,539 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,334 shares; 2024Q4: 17,880 shares; 2025Q1: 16,248 shares; 2025Q2: 9,345 shares; 2025Q3: 7,876 shares; 2025Q4: 7,324 shares; 2026Q1: 7,330 shares 7,330 $480K <0.01% +6 Timeline DJIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,513 shares; 2025Q2: 12,156 shares; 2025Q3: 14,443 shares; 2025Q4: 15,757 shares; 2026Q1: 22,790 shares 22,790 $480K <0.01% +7,033 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,789 shares; 2024Q4: 38,208 shares; 2025Q1: 38,832 shares; 2025Q2: 39,131 shares; 2025Q3: 36,889 shares; 2025Q4: 39,721 shares; 2026Q1: 39,883 shares 39,883 $478K <0.01% +162 Timeline RMMZ RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,877 shares; 2024Q4: 51,769 shares; 2025Q1: 46,464 shares; 2025Q2: 42,744 shares; 2025Q3: 42,821 shares; 2025Q4: 32,082 shares; 2026Q1: 32,347 shares 32,347 $475K <0.01% +265 Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,581 shares; 2026Q1: 15,559 shares 15,559 $474K <0.01% +978 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,397 shares; 2025Q3: 19,619 shares; 2025Q4: 22,884 shares; 2026Q1: 22,890 shares 22,890 $474K <0.01% +6 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,109 shares; 2024Q4: 66,198 shares; 2025Q1: 65,321 shares; 2025Q2: 78,614 shares; 2025Q3: 80,341 shares; 2025Q4: 65,484 shares; 2026Q1: 62,765 shares 62,765 $472K <0.01% -2,719 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,485 shares; 2026Q1: 9,974 shares 9,974 $470K <0.01% +2,489 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,700 shares 6,700 $467K <0.01% new Timeline LOCO EL POLLO LOCO HLDGS INC More: the full row for EL POLLO LOCO HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,785 shares; 2024Q4: 61,201 shares; 2025Q1: 60,655 shares; 2025Q2: 60,405 shares; 2025Q3: 62,525 shares; 2025Q4: 56,650 shares; 2026Q1: 33,550 shares 33,550 $465K <0.01% -23,100 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394 shares; 2025Q4: 586 shares; 2026Q1: 588 shares 588 $465K <0.01% +2 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,326 shares; 2025Q3: 4,864 shares; 2025Q4: 4,985 shares; 2026Q1: 4,992 shares 4,992 $465K <0.01% +7 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,635 shares; 2025Q4: 171,235 shares; 2026Q1: 117,130 shares 117,130 $463K <0.01% -54,105 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,338 shares; 2024Q4: 108,055 shares; 2025Q1: 94,190 shares; 2025Q2: 47,560 shares; 2025Q3: 35,876 shares; 2025Q4: 31,281 shares; 2026Q1: 31,309 shares 31,309 $460K <0.01% +28 Timeline FRAF FRANKLIN FINL SVCS CORP More: the full row for FRANKLIN FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,147 shares; 2024Q4: 12,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $460K <0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,468 shares; 2024Q4: 222,310 shares; 2025Q1: 41,394 shares; 2025Q2: 31,131 shares; 2025Q3: 7,909 shares; 2025Q4: 7,949 shares; 2026Q1: 8,631 shares 8,631 $459K <0.01% +682 Timeline ARHS ARHAUS INC More: the full row for ARHAUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,166 shares; 2024Q4: 75,927 shares; 2025Q1: 58,742 shares; 2025Q2: 71,043 shares; 2025Q3: 68,627 shares; 2025Q4: 65,556 shares; 2026Q1: 67,711 shares 67,711 $459K <0.01% +2,155 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,852 shares; 2025Q1: 2,188 shares; 2025Q2: 3,388 shares; 2025Q3: 2,085 shares; 2025Q4: 1,955 shares; 2026Q1: 2,293 shares 2,293 $458K <0.01% +338 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,472 shares; 2024Q4: 91,288 shares; 2025Q1: 57,731 shares; 2025Q2: 57,065 shares; 2025Q3: 29,989 shares; 2025Q4: 27,423 shares; 2026Q1: 18,437 shares 18,437 $458K <0.01% -8,986 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,185 shares; 2024Q4: 56,825 shares; 2025Q1: 54,760 shares; 2025Q2: 18,725 shares; 2025Q3: 18,385 shares; 2025Q4: 17,849 shares; 2026Q1: 17,400 shares 17,400 $457K <0.01% -449 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,818 shares; 2026Q1: 17,995 shares 17,995 $457K <0.01% +5,177 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,050 shares; 2026Q1: 16,315 shares 16,315 $456K <0.01% -1,735 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 4,210 shares; 2025Q1: 8,150 shares; 2025Q2: 7,910 shares; 2025Q3: 7,200 shares; 2025Q4: 6,634 shares; 2026Q1: 7,723 shares 7,723 $455K <0.01% +1,089 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,231 shares; 2025Q4: 23,280 shares; 2026Q1: 22,602 shares 22,602 $454K <0.01% -678 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 11,753 shares; 2025Q1: 8,095 shares; 2025Q2: 17,447 shares; 2025Q3: 15,792 shares; 2025Q4: 9,572 shares; 2026Q1: 4,962 shares 4,962 $453K <0.01% -4,610 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,703 shares; 2024Q4: 14,820 shares; 2025Q1: 14,914 shares; 2025Q2: 15,256 shares; 2025Q3: 16,668 shares; 2025Q4: 29,004 shares; 2026Q1: 43,480 shares 43,480 $452K <0.01% +14,476 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,986 shares; 2024Q4: 11,406 shares; 2025Q1: 10,438 shares; 2025Q2: 11,144 shares; 2025Q3: 12,864 shares; 2025Q4: 14,106 shares; 2026Q1: 12,463 shares 12,463 $451K <0.01% -1,643 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,681 shares; 2025Q1: 4,414 shares; 2025Q2: 5,656 shares; 2025Q3: 4,340 shares; 2025Q4: 4,343 shares; 2026Q1: 4,461 shares 4,461 $450K <0.01% +118 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,894 shares; 2024Q4: 33,371 shares; 2025Q1: 14,854 shares; 2025Q2: 14,668 shares; 2025Q3: 16,013 shares; 2025Q4: 15,445 shares; 2026Q1: 15,505 shares 15,505 $450K <0.01% +60 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,042 shares; 2026Q1: 9,192 shares 9,192 $450K <0.01% +150 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,484 shares; 2024Q4: 24,328 shares; 2025Q1: 28,249 shares; 2025Q2: 9,781 shares; 2025Q3: 11,040 shares; 2025Q4: 12,591 shares; 2026Q1: 16,612 shares 16,612 $449K <0.01% +4,021 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,544 shares; 2026Q1: 7,647 shares 7,647 $449K <0.01% -897 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 3,978 shares; 2025Q1: 3,529 shares; 2025Q2: 3,072 shares; 2025Q3: 3,158 shares; 2025Q4: 3,110 shares; 2026Q1: 4,265 shares 4,265 $449K <0.01% +1,155 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,283 shares; 2024Q4: 134,162 shares; 2025Q1: 112,642 shares; 2025Q2: 95,927 shares; 2025Q3: 91,380 shares; 2025Q4: 87,341 shares; 2026Q1: 80,028 shares 80,028 $448K <0.01% -7,313 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,829 shares; 2024Q4: 195,428 shares; 2025Q1: 213,857 shares; 2025Q2: 223,080 shares; 2025Q3: 57,508 shares; 2025Q4: 59,052 shares; 2026Q1: 8,532 shares 8,532 $447K <0.01% -50,520 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,675 shares; 2024Q4: 50,516 shares; 2025Q1: 63,168 shares; 2025Q2: 44,382 shares; 2025Q3: 42,165 shares; 2025Q4: 41,928 shares; 2026Q1: 6,547 shares 6,547 $447K <0.01% -35,381 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,510 shares; 2024Q4: 53,274 shares; 2025Q1: 80,866 shares; 2025Q2: 67,379 shares; 2025Q3: 63,978 shares; 2025Q4: 44,845 shares; 2026Q1: 10,606 shares 10,606 $446K <0.01% -34,239 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,872 shares; 2026Q1: 37,358 shares 37,358 $445K <0.01% -8,514 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,694 shares; 2026Q1: 29,364 shares 29,364 $444K <0.01% -2,330 Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,950 shares; 2026Q1: 12,379 shares 12,379 $442K <0.01% +5,429 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,030 shares; 2025Q2: 13,168 shares; 2025Q3: 2,665 shares; 2025Q4: 3,856 shares; 2026Q1: 3,812 shares 3,812 $442K <0.01% -44 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,269 shares; 2025Q1: 23,572 shares; 2025Q2: 22,553 shares; 2025Q3: 24,187 shares; 2025Q4: 25,232 shares; 2026Q1: 20,006 shares 20,006 $440K <0.01% -5,226 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,019 shares; 2025Q1: 8,255 shares; 2025Q2: 8,278 shares; 2025Q3: 8,662 shares; 2025Q4: 8,419 shares; 2026Q1: 8,718 shares 8,718 $438K <0.01% +299 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,478 shares; 2024Q4: 279,007 shares; 2025Q1: 277,727 shares; 2025Q2: 279,449 shares; 2025Q3: 283,948 shares; 2025Q4: 283,803 shares; 2026Q1: 74,523 shares 74,523 $437K <0.01% -209,280 Timeline BWMX BETTERWARE DE MEXC S A P I D More: the full row for BETTERWARE DE MEXC S A P I D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,944 shares; 2024Q4: 15,897 shares; 2025Q1: 19,129 shares; 2025Q2: 23,301 shares; 2025Q3: 26,964 shares; 2025Q4: 23,862 shares; 2026Q1: 25,814 shares 25,814 $435K <0.01% +1,952 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,425 shares; 2025Q1: 11,696 shares; 2025Q2: 15,309 shares; 2025Q3: 15,590 shares; 2025Q4: 17,845 shares; 2026Q1: 18,953 shares 18,953 $435K <0.01% +1,108 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 939 shares; 2025Q1: 947 shares; 2025Q2: 838 shares; 2025Q3: 962 shares; 2025Q4: 887 shares; 2026Q1: 896 shares 896 $434K <0.01% +9 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,548 shares; 2024Q4: 4,503 shares; 2025Q1: 4,316 shares; 2025Q2: 4,405 shares; 2025Q3: 4,589 shares; 2025Q4: 5,654 shares; 2026Q1: 5,254 shares 5,254 $433K <0.01% -400 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,173 shares; 2024Q4: 15,628 shares; 2025Q1: 15,240 shares; 2025Q2: 19,060 shares; 2025Q3: 15,367 shares; 2025Q4: 13,333 shares; 2026Q1: 7,238 shares 7,238 $433K <0.01% -6,095 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,640 shares 7,640 $433K <0.01% new Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,088 shares; 2024Q4: 12,562 shares; 2025Q1: 27,193 shares; 2025Q2: 45,326 shares; 2025Q3: 73,025 shares; 2025Q4: 44,262 shares; 2026Q1: 83,035 shares 83,035 $431K <0.01% +38,773 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,128 shares; 2025Q1: 5,530 shares; 2025Q2: 11,234 shares; 2025Q3: 10,762 shares; 2025Q4: 10,508 shares; 2026Q1: 10,092 shares 10,092 $431K <0.01% -416 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,896 shares; 2024Q4: 44,506 shares; 2025Q1: 31,413 shares; 2025Q2: 43,290 shares; 2025Q3: 40,993 shares; 2025Q4: 38,191 shares; 2026Q1: 39,143 shares 39,143 $429K <0.01% +952 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,096 shares; 2025Q4: 6,654 shares; 2026Q1: 6,485 shares 6,485 $429K <0.01% -169 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,489 shares; 2024Q4: 34,746 shares; 2025Q1: 32,996 shares; 2025Q2: 30,147 shares; 2025Q3: 30,346 shares; 2025Q4: 26,401 shares; 2026Q1: 23,940 shares 23,940 $427K <0.01% -2,461 Timeline RRBI RED RIVER BANCSHARES INC More: the full row for RED RIVER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 5,700 shares; 2025Q2: 5,500 shares; 2025Q3: 4,900 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares 4,700 $425K <0.01% 0 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 8,273 shares; 2025Q1: 8,002 shares; 2025Q2: 7,383 shares; 2025Q3: 7,615 shares; 2025Q4: 7,009 shares; 2026Q1: 8,041 shares 8,041 $422K <0.01% +1,032 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,305 shares; 2025Q1: 59,564 shares; 2025Q2: 71,607 shares; 2025Q3: 74,433 shares; 2025Q4: 68,948 shares; 2026Q1: 114,263 shares 114,263 $417K <0.01% +45,315 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,379 shares; 2025Q4: 10,992 shares; 2026Q1: 11,441 shares 11,441 $416K <0.01% +449 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,478 shares; 2024Q4: 303,149 shares; 2025Q1: 335,124 shares; 2025Q2: 334,446 shares; 2025Q3: 150,909 shares; 2025Q4: 55,629 shares; 2026Q1: 37,014 shares 37,014 $416K <0.01% -18,615 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,810 shares; 2024Q4: 47,560 shares; 2025Q1: 47,183 shares; 2025Q2: 47,183 shares; 2025Q3: 46,183 shares; 2025Q4: 46,183 shares; 2026Q1: 45,681 shares 45,681 $416K <0.01% -502 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,623 shares; 2024Q4: 214,878 shares; 2025Q1: 200,778 shares; 2025Q2: 143,053 shares; 2025Q3: 117,786 shares; 2025Q4: 89,439 shares; 2026Q1: 62,866 shares 62,866 $415K <0.01% -26,573 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,752 shares; 2024Q4: 13,103 shares; 2025Q1: 36,500 shares; 2025Q2: 41,560 shares; 2025Q3: 60,411 shares; 2025Q4: 123,416 shares; 2026Q1: 134,616 shares 134,616 $415K <0.01% +11,200 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,882 shares; 2024Q4: not reported; 2025Q1: 19,036 shares; 2025Q2: 10,765 shares; 2025Q3: not reported; 2025Q4: 4,772 shares; 2026Q1: 6,212 shares 6,212 $415K <0.01% +1,440 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,049 shares; 2024Q4: 26,259 shares; 2025Q1: 24,042 shares; 2025Q2: 19,550 shares; 2025Q3: 22,410 shares; 2025Q4: 22,070 shares; 2026Q1: 9,071 shares 9,071 $413K <0.01% -12,999 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,669 shares; 2024Q4: 24,907 shares; 2025Q1: 23,908 shares; 2025Q2: 23,836 shares; 2025Q3: 24,060 shares; 2025Q4: 23,852 shares; 2026Q1: 24,678 shares 24,678 $413K <0.01% +826 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,028 shares 18,028 $413K <0.01% new Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,718 shares; 2024Q4: 28,006 shares; 2025Q1: 28,503 shares; 2025Q2: 28,912 shares; 2025Q3: 21,637 shares; 2025Q4: 18,412 shares; 2026Q1: 22,419 shares 22,419 $412K <0.01% +4,007 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,850 shares; 2025Q1: 2,600 shares; 2025Q2: 3,004 shares; 2025Q3: 3,004 shares; 2025Q4: 3,004 shares; 2026Q1: 3,004 shares 3,004 $412K <0.01% 0 Timeline AORT ARTIVION INC More: the full row for ARTIVION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,854 shares; 2026Q1: 11,237 shares 11,237 $411K <0.01% -4,617 Timeline BCPL BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,522 shares 16,522 $410K <0.01% new Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,822 shares; 2024Q4: 7,015 shares; 2025Q1: 6,188 shares; 2025Q2: 5,235 shares; 2025Q3: 4,986 shares; 2025Q4: 4,499 shares; 2026Q1: 4,246 shares 4,246 $409K <0.01% -253 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,014 shares; 2025Q4: 21,792 shares; 2026Q1: 14,592 shares 14,592 $408K <0.01% -7,200 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,769 shares; 2024Q4: 113,077 shares; 2025Q1: 143,692 shares; 2025Q2: 124,495 shares; 2025Q3: 154,116 shares; 2025Q4: 13,533 shares; 2026Q1: 13,068 shares 13,068 $408K <0.01% -465 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,250 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $407K <0.01% 0 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 14,565 shares; 2025Q1: 32,672 shares; 2025Q2: 14,664 shares; 2025Q3: 15,659 shares; 2025Q4: 15,836 shares; 2026Q1: 15,718 shares 15,718 $406K <0.01% -118 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,741 shares; 2024Q4: 3,953 shares; 2025Q1: 4,036 shares; 2025Q2: 4,581 shares; 2025Q3: 4,839 shares; 2025Q4: 6,020 shares; 2026Q1: 5,202 shares 5,202 $406K <0.01% -818 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,829 shares; 2024Q4: 18,330 shares; 2025Q1: 17,930 shares; 2025Q2: 13,995 shares; 2025Q3: 16,565 shares; 2025Q4: 17,657 shares; 2026Q1: 23,265 shares 23,265 $405K <0.01% +5,608 Timeline FCAP FIRST CAP INC More: the full row for FIRST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,652 shares; 2024Q4: 11,652 shares; 2025Q1: 11,652 shares; 2025Q2: 14,036 shares; 2025Q3: 11,537 shares; 2025Q4: 8,153 shares; 2026Q1: 8,153 shares 8,153 $405K <0.01% 0 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 14,691 shares; 2025Q1: 16,211 shares; 2025Q2: 16,701 shares; 2025Q3: 18,717 shares; 2025Q4: 18,572 shares; 2026Q1: 25,773 shares 25,773 $404K <0.01% +7,201 Timeline FF FUTUREFUEL CORP More: the full row for FUTUREFUEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,744 shares; 2026Q1: 104,744 shares 104,744 $403K <0.01% -5,000 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,868 shares; 2024Q4: 42,732 shares; 2025Q1: 45,755 shares; 2025Q2: 43,499 shares; 2025Q3: 42,884 shares; 2025Q4: 40,636 shares; 2026Q1: 6,756 shares 6,756 $403K <0.01% -33,880 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,379 shares; 2024Q4: 7,347 shares; 2025Q1: 7,278 shares; 2025Q2: 6,786 shares; 2025Q3: 6,488 shares; 2025Q4: 5,538 shares; 2026Q1: 5,534 shares 5,534 $402K <0.01% -4 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,225 shares; 2024Q4: 14,030 shares; 2025Q1: 19,406 shares; 2025Q2: not reported; 2025Q3: 9,457 shares; 2025Q4: 11,855 shares; 2026Q1: 16,940 shares 16,940 $400K <0.01% +5,085 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,522 shares; 2025Q2: 2,564 shares; 2025Q3: 2,352 shares; 2025Q4: 2,617 shares; 2026Q1: 3,477 shares 3,477 $399K <0.01% +860 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,632 shares; 2024Q4: 10,707 shares; 2025Q1: 10,613 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,299 shares; 2026Q1: 18,677 shares 18,677 $399K <0.01% +1,378 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,097 shares 17,097 $398K <0.01% new Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,089 shares; 2024Q4: 17,542 shares; 2025Q1: 15,732 shares; 2025Q2: 10,497 shares; 2025Q3: 9,311 shares; 2025Q4: 8,392 shares; 2026Q1: 8,248 shares 8,248 $398K <0.01% -144 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,413 shares 5,413 $397K <0.01% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,297 shares; 2024Q4: 166,007 shares; 2025Q1: 148,451 shares; 2025Q2: 148,560 shares; 2025Q3: 109,854 shares; 2025Q4: 106,939 shares; 2026Q1: 28,837 shares 28,837 $397K <0.01% -78,102 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,127 shares; 2024Q4: 11,411 shares; 2025Q1: 14,488 shares; 2025Q2: 15,611 shares; 2025Q3: 16,291 shares; 2025Q4: 16,732 shares; 2026Q1: 17,577 shares 17,577 $396K <0.01% +845 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,863 shares; 2024Q4: 11,769 shares; 2025Q1: 44,968 shares; 2025Q2: 45,072 shares; 2025Q3: 10,955 shares; 2025Q4: 8,705 shares; 2026Q1: 12,893 shares 12,893 $396K <0.01% +4,188 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,307 shares; 2025Q3: 7,367 shares; 2025Q4: 7,215 shares; 2026Q1: 10,956 shares 10,956 $396K <0.01% +3,741 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,006 shares; 2024Q4: 13,599 shares; 2025Q1: 10,462 shares; 2025Q2: 46,486 shares; 2025Q3: 10,044 shares; 2025Q4: 8,915 shares; 2026Q1: 8,366 shares 8,366 $396K <0.01% -549 Timeline