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UNITED CAPITAL FINANCIAL ADVISORS, LLC

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13F filer, CIK 1463217, IRVING, TX

UNITED CAPITAL FINANCIAL ADVISORS, LLC reported $16,260,098,824 across 1,632 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 29.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001463217-26-000002

Period
2026-03-31
Reported value
$16.3B
Holdings
1,632
Top 10 weight
29.62%
New
308
Sold out
46

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+87,582$57.2M
GOVTadded+2,332,746$53.4M
EFGadded+476,533$53.1M
PYLDadded+1,871,562$49.1M
GBNDadded+797,901$40.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
OEFreduced-264,884-$84.2M
BSVreduced-846,537-$66.4M
JNKreduced-473,595-$45.2M
IAUreduced-268,610-$23.7M
ITAreduced-100,806-$22M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001463217-26-000002, largest first. % of portfolio is the value over $16,219,226,416, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,473 shares; 2025Q1: 1,590 shares; 2025Q2: 1,525 shares; 2025Q3: 1,620 shares; 2025Q4: 1,564 shares; 2026Q1: 1,654 shares 1,654$560K<0.01%+90Timeline
TSNTYSON FOODS INCQuarterly 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: 4,257 shares; 2026Q1: 8,673 shares 8,673$556K<0.01%+4,416Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,662 shares; 2024Q4: 26,589 shares; 2025Q1: 22,573 shares; 2025Q2: 22,037 shares; 2025Q3: 22,837 shares; 2025Q4: 23,192 shares; 2026Q1: 24,381 shares 24,381$555K<0.01%+1,189Timeline
EWCISHARES INCQuarterly 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: 8,986 shares; 2026Q1: 10,113 shares 10,113$554K<0.01%+1,127Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly 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: 3,892 shares 3,892$553K<0.01%newTimeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,405 shares; 2025Q1: 4,085 shares; 2025Q2: 2,514 shares; 2025Q3: 2,544 shares; 2025Q4: 2,397 shares; 2026Q1: 4,393 shares 4,393$553K<0.01%+1,996Timeline
GAMGENERAL AMERN INVS CO INCQuarterly 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: 8,345 shares; 2026Q1: 8,345 shares 8,345$552K<0.01%0Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 3,139 shares; 2025Q1: 3,171 shares; 2025Q2: 2,575 shares; 2025Q3: 2,634 shares; 2025Q4: 3,367 shares; 2026Q1: 4,563 shares 4,563$552K<0.01%+1,196Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 2,023 shares; 2025Q1: 1,760 shares; 2025Q2: 1,690 shares; 2025Q3: 1,865 shares; 2025Q4: 2,389 shares; 2026Q1: 3,799 shares 3,799$552K<0.01%+1,410Timeline
LDURPIMCO ETF TRQuarterly 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: 5,763 shares 5,763$552K<0.01%newTimeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,477 shares; 2025Q1: 5,333 shares; 2025Q2: 4,994 shares; 2025Q3: 6,614 shares; 2025Q4: 6,433 shares; 2026Q1: 10,317 shares 10,317$551K<0.01%+3,884Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,637 shares; 2024Q4: 7,452 shares; 2025Q1: 7,452 shares; 2025Q2: 7,590 shares; 2025Q3: 7,590 shares; 2025Q4: 7,459 shares; 2026Q1: 7,385 shares 7,385$550K<0.01%-74Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,096 shares; 2025Q3: 4,415 shares; 2025Q4: 4,466 shares; 2026Q1: 3,661 shares 3,661$548K<0.01%-805Timeline
PNFPPINNACLE FINL PARTNERS INCQuarterly 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: 6,351 shares 6,351$547K<0.01%newTimeline
MSMLISHARES TRQuarterly 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: 8,312 shares; 2026Q1: 8,392 shares 8,392$546K<0.01%+80Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,643 shares; 2025Q1: 5,045 shares; 2025Q2: 5,166 shares; 2025Q3: 5,609 shares; 2025Q4: 7,517 shares; 2026Q1: 9,321 shares 9,321$544K<0.01%+1,804Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 3,449 shares; 2025Q1: 3,481 shares; 2025Q2: 2,674 shares; 2025Q3: 4,727 shares; 2025Q4: 3,454 shares; 2026Q1: 5,245 shares 5,245$543K<0.01%+1,791Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 888 shares; 2025Q1: 808 shares; 2025Q2: 843 shares; 2025Q3: 871 shares; 2025Q4: 717 shares; 2026Q1: 1,658 shares 1,658$542K<0.01%+941Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,085 shares; 2024Q4: 28,607 shares; 2025Q1: 26,297 shares; 2025Q2: 26,992 shares; 2025Q3: 10,623 shares; 2025Q4: 11,514 shares; 2026Q1: 23,874 shares 23,874$542K<0.01%+12,360Timeline
SEICSEI INVTS COQuarterly 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: 3,016 shares; 2026Q1: 6,895 shares 6,895$541K<0.01%+3,879Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,343 shares; 2024Q4: 3,343 shares; 2025Q1: 3,343 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,068 shares; 2026Q1: 3,068 shares 3,068$540K<0.01%0Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,598 shares; 2024Q4: 2,488 shares; 2025Q1: 2,599 shares; 2025Q2: 2,669 shares; 2025Q3: 2,728 shares; 2025Q4: 4,250 shares; 2026Q1: 6,371 shares 6,371$539K<0.01%+2,121Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 9,139 shares; 2025Q1: 9,742 shares; 2025Q2: 8,440 shares; 2025Q3: 7,956 shares; 2025Q4: 8,519 shares; 2026Q1: 9,741 shares 9,741$538K<0.01%+1,222Timeline
BGBUNGE GLOBAL SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,922 shares; 2025Q3: not reported; 2025Q4: 2,684 shares; 2026Q1: 4,228 shares 4,228$538K<0.01%+1,544Timeline
NNNNNN REIT INCQuarterly 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: 5,490 shares; 2026Q1: 12,784 shares 12,784$537K<0.01%+7,294Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 5,594 shares; 2025Q1: 5,594 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 8,285 shares; 2026Q1: 8,285 shares 8,285$537K<0.01%0Timeline
KRESPDR SERIES TRUSTQuarterly 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: 8,432 shares; 2026Q1: 8,216 shares 8,216$535K<0.01%-216Timeline
LVHDLEGG MASON ETF INVTQuarterly 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: 12,549 shares; 2026Q1: 12,549 shares 12,549$534K<0.01%0Timeline
WFRDWEATHERFORD INTL PLCQuarterly 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: 5,629 shares 5,629$532K<0.01%newTimeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly 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: 53,477 shares; 2026Q1: 62,846 shares 62,846$531K<0.01%+9,369Timeline
INGRINGREDION INCQuarterly 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: 4,713 shares 4,713$531K<0.01%newTimeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,163 shares; 2025Q1: 2,200 shares; 2025Q2: 2,237 shares; 2025Q3: 2,261 shares; 2025Q4: 2,192 shares; 2026Q1: 2,786 shares 2,786$531K<0.01%+594Timeline
IHGINTERCONTINENTAL HOTELS GROUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,969 shares; 2024Q4: 3,181 shares; 2025Q1: 3,267 shares; 2025Q2: 3,511 shares; 2025Q3: 3,686 shares; 2025Q4: 4,268 shares; 2026Q1: 3,974 shares 3,974$530K<0.01%-294Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 962 shares; 2025Q1: 916 shares; 2025Q2: 950 shares; 2025Q3: 969 shares; 2025Q4: 1,479 shares; 2026Q1: 1,541 shares 1,541$530K<0.01%+62Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 6,586 shares; 2025Q1: 6,666 shares; 2025Q2: 7,111 shares; 2025Q3: 9,878 shares; 2025Q4: 6,792 shares; 2026Q1: 7,996 shares 7,996$530K<0.01%+1,204Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,640 shares; 2024Q4: 17,440 shares; 2025Q1: 16,353 shares; 2025Q2: 15,945 shares; 2025Q3: 16,695 shares; 2025Q4: 16,527 shares; 2026Q1: 14,896 shares 14,896$529K<0.01%-1,631Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,755 shares; 2024Q4: 99,890 shares; 2025Q1: 95,010 shares; 2025Q2: 82,950 shares; 2025Q3: 79,373 shares; 2025Q4: 7,680 shares; 2026Q1: 7,003 shares 7,003$528K<0.01%-677Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 45 shares; 2026Q1: 80 shares 80$527K<0.01%+35Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 6,024 shares; 2025Q1: 5,756 shares; 2025Q2: 6,283 shares; 2025Q3: 5,783 shares; 2025Q4: 9,074 shares; 2026Q1: 6,568 shares 6,568$526K<0.01%-2,506Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,351 shares; 2024Q4: 48,156 shares; 2025Q1: 50,304 shares; 2025Q2: 50,484 shares; 2025Q3: 46,160 shares; 2025Q4: 34,836 shares; 2026Q1: 4,046 shares 4,046$526K<0.01%-30,790Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,155 shares; 2025Q1: 1,431 shares; 2025Q2: 1,491 shares; 2025Q3: 1,484 shares; 2025Q4: 2,515 shares; 2026Q1: 2,873 shares 2,873$524K<0.01%+358Timeline
LUVSOUTHWEST AIRLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,129 shares; 2024Q4: 10,096 shares; 2025Q1: 9,735 shares; 2025Q2: 8,701 shares; 2025Q3: 8,914 shares; 2025Q4: 9,913 shares; 2026Q1: 13,929 shares 13,929$523K<0.01%+4,016Timeline
CARTMAPLEBEAR INCQuarterly 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: 6,241 shares; 2025Q4: 6,715 shares; 2026Q1: 13,901 shares 13,901$521K<0.01%+7,186Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 6,275 shares; 2025Q1: 6,145 shares; 2025Q2: 5,890 shares; 2025Q3: 5,890 shares; 2025Q4: 6,719 shares; 2026Q1: 5,740 shares 5,740$520K<0.01%-979Timeline
FNDFSCHWAB STRATEGIC TRQuarterly 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: 6,864 shares; 2026Q1: 10,629 shares 10,629$520K<0.01%+3,765Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,919 shares; 2024Q4: 9,719 shares; 2025Q1: 8,534 shares; 2025Q2: 8,534 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,650 shares 8,650$520K<0.01%+150Timeline
SKMSK TELECOM CO LTDQuarterly 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: 10,831 shares; 2026Q1: 17,716 shares 17,716$519K<0.01%+6,885Timeline
RSRELIANCE INCQuarterly 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: 1,364 shares; 2026Q1: 1,704 shares 1,704$518K<0.01%+340Timeline
EQHEQUITABLE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,859 shares; 2025Q2: 3,608 shares; 2025Q3: 4,687 shares; 2025Q4: 8,580 shares; 2026Q1: 13,949 shares 13,949$518K<0.01%+5,369Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly 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: 4,248 shares; 2026Q1: 7,001 shares 7,001$518K<0.01%+2,753Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,175 shares; 2025Q1: not reported; 2025Q2: 10,875 shares; 2025Q3: 12,890 shares; 2025Q4: 19,162 shares; 2026Q1: 27,684 shares 27,684$516K<0.01%+8,522Timeline
NVTNVENT ELEC PLCQuarterly 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: 10,577 shares; 2025Q4: 14,279 shares; 2026Q1: 4,352 shares 4,352$515K<0.01%-9,927Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,933 shares; 2024Q4: 13,370 shares; 2025Q1: 14,178 shares; 2025Q2: 14,282 shares; 2025Q3: 14,464 shares; 2025Q4: 17,287 shares; 2026Q1: 20,588 shares 20,588$513K<0.01%+3,301Timeline
SUSLISHARES TRQuarterly 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: 4,509 shares; 2026Q1: 4,510 shares 4,510$513K<0.01%+1Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly 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: 6,202 shares; 2025Q4: 4,209 shares; 2026Q1: 8,412 shares 8,412$512K<0.01%+4,203Timeline
FLSFLOWSERVE CORPQuarterly 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: 8,034 shares; 2025Q4: 5,922 shares; 2026Q1: 6,909 shares 6,909$508K<0.01%+987Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,921 shares; 2024Q4: 33,463 shares; 2025Q1: 24,473 shares; 2025Q2: 26,740 shares; 2025Q3: 28,320 shares; 2025Q4: 33,397 shares; 2026Q1: 37,531 shares 37,531$507K<0.01%+4,134Timeline
VOXVANGUARD WORLD FDQuarterly 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: 2,801 shares; 2026Q1: 2,810 shares 2,810$506K<0.01%+9Timeline
HUBBHUBBELL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 566 shares; 2025Q1: 706 shares; 2025Q2: 667 shares; 2025Q3: 950 shares; 2025Q4: 882 shares; 2026Q1: 1,025 shares 1,025$503K<0.01%+143Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 2,182 shares; 2025Q1: 2,162 shares; 2025Q2: 112,278 shares; 2025Q3: 126,349 shares; 2025Q4: 15,029 shares; 2026Q1: 4,863 shares 4,863$503K<0.01%-10,166Timeline
FDECFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,500 shares; 2025Q1: 9,765 shares; 2025Q2: not reported; 2025Q3: 4,265 shares; 2025Q4: 7,000 shares; 2026Q1: 10,093 shares 10,093$502K<0.01%+3,093Timeline
FTDRFRONTDOOR INCQuarterly 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: 9,477 shares 9,477$501K<0.01%newTimeline
QSRRESTAURANT BRANDS INTL INCQuarterly 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: 6,728 shares 6,728$497K<0.01%newTimeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,064 shares; 2024Q4: 27,345 shares; 2025Q1: 26,410 shares; 2025Q2: 29,161 shares; 2025Q3: 30,123 shares; 2025Q4: 23,004 shares; 2026Q1: 25,849 shares 25,849$497K<0.01%+2,845Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,725 shares; 2024Q4: 38,683 shares; 2025Q1: 29,558 shares; 2025Q2: 21,895 shares; 2025Q3: 17,555 shares; 2025Q4: 13,265 shares; 2026Q1: 9,934 shares 9,934$494K<0.01%-3,331Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,543 shares; 2024Q4: 16,085 shares; 2025Q1: 14,138 shares; 2025Q2: 17,835 shares; 2025Q3: 13,434 shares; 2025Q4: 9,606 shares; 2026Q1: 19,791 shares 19,791$492K<0.01%+10,185Timeline
TKRTIMKEN COQuarterly 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: 2,966 shares; 2026Q1: 4,882 shares 4,882$491K<0.01%+1,916Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 753 shares; 2025Q1: 762 shares; 2025Q2: 589 shares; 2025Q3: 716 shares; 2025Q4: 532 shares; 2026Q1: 811 shares 811$491K<0.01%+279Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,248 shares; 2024Q4: 15,427 shares; 2025Q1: 19,623 shares; 2025Q2: 21,052 shares; 2025Q3: 21,574 shares; 2025Q4: 27,522 shares; 2026Q1: 32,619 shares 32,619$490K<0.01%+5,097Timeline
PKPARK HOTELS & RESORTS INCQuarterly 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: 10,408 shares; 2025Q4: not reported; 2026Q1: 46,509 shares 46,509$490K<0.01%newTimeline
PEGAPEGASYSTEMS INCQuarterly 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: 3,801 shares; 2026Q1: 11,507 shares 11,507$490K<0.01%+7,706Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,048 shares; 2025Q1: 2,427 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 2,060 shares; 2026Q1: 3,013 shares 3,013$490K<0.01%+953Timeline
PSLVSPROTT ASSET MANAGEMENT LPQuarterly 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: 19,000 shares; 2026Q1: 19,000 shares 19,000$488K<0.01%0Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 2,446 shares; 2025Q4: 2,713 shares; 2026Q1: 717 shares 717$488K<0.01%-1,996Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,521 shares; 2025Q1: 2,478 shares; 2025Q2: 2,238 shares; 2025Q3: 2,420 shares; 2025Q4: 2,581 shares; 2026Q1: 2,815 shares 2,815$486K<0.01%+234Timeline
PORPORTLAND GEN ELEC COQuarterly 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: 4,242 shares; 2026Q1: 9,206 shares 9,206$486K<0.01%+4,964Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,193 shares; 2025Q3: 3,062 shares; 2025Q4: 2,865 shares; 2026Q1: 6,443 shares 6,443$486K<0.01%+3,578Timeline
IDCCINTERDIGITAL INCQuarterly 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: 1,607 shares 1,607$485K<0.01%newTimeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,075 shares; 2024Q4: 19,472 shares; 2025Q1: 18,339 shares; 2025Q2: 18,180 shares; 2025Q3: 14,098 shares; 2025Q4: 16,408 shares; 2026Q1: 18,285 shares 18,285$485K<0.01%+1,877Timeline
AMCRAMCOR PLCQuarterly 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: 12,165 shares 12,165$484K<0.01%newTimeline
MRPMILLROSE PPTYS INCQuarterly 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: 17,261 shares 17,261$483K<0.01%newTimeline
AGOASSURED GUARANTY LTDQuarterly 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: 5,893 shares 5,893$480K<0.01%newTimeline
KDPKEURIG DR PEPPER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,662 shares; 2024Q4: 15,956 shares; 2025Q1: 15,685 shares; 2025Q2: 17,089 shares; 2025Q3: 10,750 shares; 2025Q4: 14,904 shares; 2026Q1: 18,198 shares 18,198$479K<0.01%+3,294Timeline
IGEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,770 shares; 2026Q1: 7,583 shares 7,583$477K<0.01%-187Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 2,292 shares; 2025Q1: 2,912 shares; 2025Q2: 3,757 shares; 2025Q3: 4,399 shares; 2025Q4: 3,184 shares; 2026Q1: 3,806 shares 3,806$475K<0.01%+622Timeline
BBHVANECK ETF TRUSTQuarterly 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: 2,522 shares; 2026Q1: 2,522 shares 2,522$474K<0.01%0Timeline
PUKPRUDENTIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,892 shares; 2024Q4: 14,006 shares; 2025Q1: 15,800 shares; 2025Q2: 16,497 shares; 2025Q3: 16,966 shares; 2025Q4: 17,885 shares; 2026Q1: 16,667 shares 16,667$474K<0.01%-1,218Timeline
AMHAMERICAN HOMES 4 RENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,312 shares; 2024Q4: 10,853 shares; 2025Q1: 11,685 shares; 2025Q2: 10,839 shares; 2025Q3: 9,215 shares; 2025Q4: 7,434 shares; 2026Q1: 16,849 shares 16,849$470K<0.01%+9,415Timeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,872 shares; 2024Q4: 19,640 shares; 2025Q1: 20,048 shares; 2025Q2: 41,231 shares; 2025Q3: 44,078 shares; 2025Q4: 38,558 shares; 2026Q1: 38,120 shares 38,120$470K<0.01%-438Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 4,487 shares; 2025Q1: 4,179 shares; 2025Q2: 4,219 shares; 2025Q3: 4,416 shares; 2025Q4: 4,767 shares; 2026Q1: 5,022 shares 5,022$469K<0.01%+255Timeline
DJANFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,665 shares; 2025Q3: 11,665 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000$468K<0.01%0Timeline
FFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,495 shares; 2025Q2: 7,495 shares; 2025Q3: 7,295 shares; 2025Q4: 7,295 shares; 2026Q1: 8,340 shares 8,340$466K<0.01%+1,045Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,667 shares 16,667$464K<0.01%newTimeline
FAPRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,793 shares; 2025Q3: 9,270 shares; 2025Q4: 9,270 shares; 2026Q1: 10,335 shares 10,335$464K<0.01%+1,065Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,757 shares; 2024Q4: 24,755 shares; 2025Q1: 22,736 shares; 2025Q2: 21,610 shares; 2025Q3: 22,549 shares; 2025Q4: 23,453 shares; 2026Q1: 3,239 shares 3,239$463K<0.01%-20,214Timeline
CAVACAVA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,931 shares; 2025Q2: 5,893 shares; 2025Q3: 12,913 shares; 2025Q4: 8,650 shares; 2026Q1: 5,714 shares 5,714$462K<0.01%-2,936Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly 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: 9,379 shares 9,379$461K<0.01%newTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly 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: 11,870 shares 11,870$461K<0.01%newTimeline
IDAIDACORP INCQuarterly 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: 1,680 shares; 2026Q1: 3,225 shares 3,225$461K<0.01%+1,545Timeline
IEXIDEX CORPQuarterly 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: 1,440 shares; 2026Q1: 2,408 shares 2,408$456K<0.01%+968Timeline
SHLDGLOBAL X FDSQuarterly 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: 6,434 shares 6,434$456K<0.01%newTimeline
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,411 shares; 2025Q3: 2,175 shares; 2025Q4: not reported; 2026Q1: 5,314 shares 5,314$455K<0.01%newTimeline
BCEBCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,453 shares; 2024Q4: not reported; 2025Q1: 11,347 shares; 2025Q2: 10,635 shares; 2025Q3: 12,772 shares; 2025Q4: 16,150 shares; 2026Q1: 18,031 shares 18,031$455K<0.01%+1,881Timeline
NFGNATIONAL FUEL GAS COQuarterly 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: 4,823 shares 4,823$453K<0.01%newTimeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,331 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 2,194 shares; 2026Q1: 3,363 shares 3,363$453K<0.01%+1,169Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly 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: 240 shares 240$452K<0.01%newTimeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly 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: 9,681 shares; 2026Q1: 7,215 shares 7,215$452K<0.01%-2,466Timeline
RDNRADIAN GROUP INCQuarterly 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: 13,656 shares 13,656$452K<0.01%newTimeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 3,485 shares; 2025Q1: not reported; 2025Q2: 3,662 shares; 2025Q3: 3,896 shares; 2025Q4: 10,215 shares; 2026Q1: 10,936 shares 10,936$451K<0.01%+721Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 5,352 shares; 2025Q1: 5,356 shares; 2025Q2: 5,680 shares; 2025Q3: 6,005 shares; 2025Q4: 9,063 shares; 2026Q1: 10,152 shares 10,152$451K<0.01%+1,089Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,433 shares; 2024Q4: 35,293 shares; 2025Q1: 38,961 shares; 2025Q2: 41,699 shares; 2025Q3: 35,343 shares; 2025Q4: 47,964 shares; 2026Q1: 56,071 shares 56,071$451K<0.01%+8,107Timeline
BOKFBOK FINL CORPQuarterly 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: 3,519 shares 3,519$451K<0.01%newTimeline
CBTCABOT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 2,882 shares; 2025Q1: 4,535 shares; 2025Q2: 2,675 shares; 2025Q3: 2,638 shares; 2025Q4: 3,337 shares; 2026Q1: 5,943 shares 5,943$448K<0.01%+2,606Timeline
ONEYSPDR SERIES TRUSTQuarterly 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: 3,699 shares 3,699$445K<0.01%newTimeline
CHATTIDAL TRUST IIQuarterly 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: 5,346 shares; 2026Q1: 7,186 shares 7,186$444K<0.01%+1,840Timeline
COKECOCA COLA CONS INCQuarterly 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: 1,875 shares; 2026Q1: 2,315 shares 2,315$444K<0.01%+440Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,472 shares; 2025Q1: 3,490 shares; 2025Q2: 3,315 shares; 2025Q3: 3,400 shares; 2025Q4: 3,860 shares; 2026Q1: 5,436 shares 5,436$442K<0.01%+1,576Timeline
EXELEXELIXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,231 shares; 2025Q1: not reported; 2025Q2: 4,827 shares; 2025Q3: 4,851 shares; 2025Q4: 5,809 shares; 2026Q1: 10,271 shares 10,271$441K<0.01%+4,462Timeline
BIPBROOKFIELD INFRASTRUCTURE PAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,034 shares; 2025Q4: 12,796 shares; 2026Q1: 12,177 shares 12,177$440K<0.01%-619Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly 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: 4,120 shares 4,120$438K<0.01%newTimeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,631 shares; 2025Q4: not reported; 2026Q1: 19,641 shares 19,641$437K<0.01%newTimeline
IESCIES HOLDINGS INCQuarterly 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: 918 shares 918$437K<0.01%newTimeline
CFRCULLEN FROST BANKERS INCQuarterly 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: 3,185 shares 3,185$437K<0.01%newTimeline
HWCHANCOCK WHITNEY CORPORATIONQuarterly 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: 6,828 shares 6,828$434K<0.01%newTimeline
OVVOVINTIV INCQuarterly 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: 7,314 shares 7,314$434K<0.01%newTimeline
FSMDFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,144 shares; 2025Q2: 8,134 shares; 2025Q3: 9,236 shares; 2025Q4: 9,236 shares; 2026Q1: 9,705 shares 9,705$433K<0.01%+469Timeline
TKOTKO GROUP HOLDINGS INCQuarterly 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: 1,693 shares; 2025Q4: 2,081 shares; 2026Q1: 2,143 shares 2,143$432K<0.01%+62Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,235 shares; 2026Q1: 2,036 shares 2,036$432K<0.01%+801Timeline
UIUBIQUITI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 477 shares; 2025Q4: 408 shares; 2026Q1: 546 shares 546$431K<0.01%+138Timeline
TBBKBANCORP INC DELQuarterly 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: 8,026 shares 8,026$431K<0.01%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,479 shares; 2025Q1: 3,836 shares; 2025Q2: 4,409 shares; 2025Q3: 5,093 shares; 2025Q4: 5,454 shares; 2026Q1: 7,614 shares 7,614$431K<0.01%+2,160Timeline
DLBDOLBY LABORATORIES INCQuarterly 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: 7,158 shares 7,158$430K<0.01%newTimeline
EXPEAGLE MATLS INCQuarterly 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: 2,262 shares 2,262$429K<0.01%newTimeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 902 shares 902$428K<0.01%newTimeline
CLHCLEAN HARBORS INCQuarterly 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: 1,197 shares; 2026Q1: 1,492 shares 1,492$428K<0.01%+295Timeline
FMARFIRST TR EXCHNG TRADED FD VIQuarterly 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: 8,825 shares 8,825$427K<0.01%newTimeline
NXSTNEXSTAR MEDIA GROUP INCQuarterly 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: 2,363 shares 2,363$427K<0.01%newTimeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,709 shares; 2024Q4: 10,366 shares; 2025Q1: 10,251 shares; 2025Q2: 9,830 shares; 2025Q3: 9,047 shares; 2025Q4: 16,260 shares; 2026Q1: 14,832 shares 14,832$427K<0.01%-1,428Timeline
AIZASSURANT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,732 shares; 2025Q1: 1,719 shares; 2025Q2: 1,724 shares; 2025Q3: 1,700 shares; 2025Q4: 1,934 shares; 2026Q1: 1,961 shares 1,961$427K<0.01%+27Timeline
WFWOORI FINL GROUP INCQuarterly 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: 3,998 shares; 2026Q1: 6,404 shares 6,404$426K<0.01%+2,406Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,982 shares; 2024Q4: 6,252 shares; 2025Q1: 8,223 shares; 2025Q2: 7,378 shares; 2025Q3: 7,545 shares; 2025Q4: 6,033 shares; 2026Q1: 10,563 shares 10,563$426K<0.01%+4,530Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,947 shares; 2025Q3: 2,527 shares; 2025Q4: 2,665 shares; 2026Q1: 4,497 shares 4,497$426K<0.01%+1,832Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 277 shares; 2025Q1: 314 shares; 2025Q2: 297 shares; 2025Q3: 656 shares; 2025Q4: 789 shares; 2026Q1: 397 shares 397$424K<0.01%-392Timeline
PRPERMIAN RESOURCES CORPQuarterly 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: 19,858 shares 19,858$423K<0.01%newTimeline
NDSNNORDSON CORPQuarterly 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: 1,201 shares; 2025Q4: 1,109 shares; 2026Q1: 1,577 shares 1,577$420K<0.01%+468Timeline
XTENBONDBLOXX ETF TRUSTQuarterly 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: 9,119 shares 9,119$418K<0.01%newTimeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly 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: 5,341 shares; 2025Q4: 20,078 shares; 2026Q1: 21,043 shares 21,043$418K<0.01%+965Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,485 shares; 2025Q3: 1,865 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares 1,875$418K<0.01%0Timeline
ALNTALLIENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,502 shares; 2025Q2: 10,501 shares; 2025Q3: 7,051 shares; 2025Q4: 7,051 shares; 2026Q1: 7,051 shares 7,051$417K<0.01%0Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,849 shares; 2024Q4: 16,097 shares; 2025Q1: 14,123 shares; 2025Q2: 12,672 shares; 2025Q3: 12,224 shares; 2025Q4: 11,085 shares; 2026Q1: 11,584 shares 11,584$416K<0.01%+499Timeline
NMRNOMURA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,514 shares; 2024Q4: 45,873 shares; 2025Q1: 52,888 shares; 2025Q2: 44,526 shares; 2025Q3: 48,214 shares; 2025Q4: 57,822 shares; 2026Q1: 52,736 shares 52,736$416K<0.01%-5,086Timeline
ERICTELEFONAKTIEBOLAGET LM ERICSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,432 shares; 2024Q4: 32,019 shares; 2025Q1: 34,044 shares; 2025Q2: 31,136 shares; 2025Q3: 30,239 shares; 2025Q4: 33,932 shares; 2026Q1: 36,786 shares 36,786$415K<0.01%+2,854Timeline
FWONALIBERTY MEDIA CORP DELQuarterly 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: 5,293 shares 5,293$413K<0.01%newTimeline
GNTXGENTEX CORPQuarterly 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: 8,994 shares; 2025Q4: 13,123 shares; 2026Q1: 18,906 shares 18,906$413K<0.01%+5,783Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,013 shares 13,013$412K<0.01%newTimeline
EXEEXPAND ENERGY CORPORATIONQuarterly 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: 3,751 shares 3,751$412K<0.01%newTimeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 671 shares; 2025Q1: 667 shares; 2025Q2: 876 shares; 2025Q3: 929 shares; 2025Q4: 982 shares; 2026Q1: 1,009 shares 1,009$411K<0.01%+27Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,540 shares; 2025Q3: 3,691 shares; 2025Q4: 3,732 shares; 2026Q1: 7,099 shares 7,099$410K<0.01%+3,367Timeline
ARWARROW ELECTRS INCQuarterly 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: 1,889 shares; 2026Q1: 2,859 shares 2,859$410K<0.01%+970Timeline
CALFPACER FDS TRQuarterly 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: 10,361 shares; 2026Q1: 9,130 shares 9,130$410K<0.01%-1,231Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,655 shares; 2025Q1: 3,313 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,516 shares; 2026Q1: 5,895 shares 5,895$409K<0.01%+379Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,072 shares; 2025Q2: 1,142 shares; 2025Q3: 1,174 shares; 2025Q4: 2,005 shares; 2026Q1: 2,908 shares 2,908$408K<0.01%+903Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,686 shares; 2024Q4: 7,914 shares; 2025Q1: 8,118 shares; 2025Q2: 5,954 shares; 2025Q3: 5,514 shares; 2025Q4: 5,545 shares; 2026Q1: 6,021 shares 6,021$407K<0.01%+476Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,497 shares; 2025Q2: 1,197 shares; 2025Q3: 1,310 shares; 2025Q4: 1,160 shares; 2026Q1: 2,855 shares 2,855$407K<0.01%+1,695Timeline
ELANELANCO ANIMAL HEALTH INCQuarterly 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: 16,985 shares 16,985$406K<0.01%newTimeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,715 shares; 2025Q1: 2,648 shares; 2025Q2: 2,518 shares; 2025Q3: 2,619 shares; 2025Q4: 2,782 shares; 2026Q1: 2,999 shares 2,999$406K<0.01%+217Timeline
UVSPUNIVEST FINANCIAL CORPORATIOQuarterly 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: 11,749 shares; 2026Q1: 11,846 shares 11,846$406K<0.01%+97Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly 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: 40,784 shares 40,784$405K<0.01%newTimeline
NBTBNBT BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,157 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,239 shares; 2025Q3: 11,069 shares; 2025Q4: 11,069 shares; 2026Q1: 9,515 shares 9,515$405K<0.01%-1,554Timeline
ORAORMAT TECHNOLOGIES INCQuarterly 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: 3,618 shares 3,618$405K<0.01%newTimeline
SOLVSOLVENTUM CORPQuarterly 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: 3,129 shares; 2025Q4: 5,473 shares; 2026Q1: 6,192 shares 6,192$404K<0.01%+719Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly 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: 691 shares; 2026Q1: 1,025 shares 1,025$404K<0.01%+334Timeline
SUSUNCOR ENERGY INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: not reported; 2025Q1: 5,269 shares; 2025Q2: 5,456 shares; 2025Q3: 5,288 shares; 2025Q4: 5,904 shares; 2026Q1: 6,096 shares 6,096$403K<0.01%+192Timeline
HIWHIGHWOODS PPTYS INCQuarterly 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: 18,806 shares 18,806$403K<0.01%newTimeline
CBZCBIZ INCQuarterly 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: 13,334 shares; 2026Q1: 14,972 shares 14,972$402K<0.01%+1,638Timeline
GLPIGAMING & LEISURE PQuarterly 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: 9,057 shares 9,057$402K<0.01%newTimeline
FMNBFARMERS NATIONAL BANC CORPQuarterly 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: 30,469 shares 30,469$401K<0.01%newTimeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,956 shares; 2024Q4: 12,509 shares; 2025Q1: 10,493 shares; 2025Q2: not reported; 2025Q3: 9,130 shares; 2025Q4: 11,275 shares; 2026Q1: 16,477 shares 16,477$400K<0.01%+5,202Timeline
SNDRSCHNEIDER NATIONAL INCQuarterly 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: 13,645 shares; 2025Q4: 11,764 shares; 2026Q1: 15,153 shares 15,153$399K<0.01%+3,389Timeline
TRINTRINITY CAP INCQuarterly 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: 26,426 shares; 2025Q4: 27,147 shares; 2026Q1: 27,147 shares 27,147$399K<0.01%0Timeline
CALMCAL MAINE FOODS INCQuarterly 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: 5,036 shares 5,036$399K<0.01%newTimeline
PPCPILGRIMS PRIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,216 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,497 shares 10,497$396K<0.01%newTimeline
AITAPPLIED INDL TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 944 shares; 2025Q1: 933 shares; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 831 shares; 2026Q1: 1,490 shares 1,490$395K<0.01%+659Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 831 shares; 2025Q1: 855 shares; 2025Q2: 969 shares; 2025Q3: 930 shares; 2025Q4: 1,441 shares; 2026Q1: 1,293 shares 1,293$393K<0.01%-148Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,265 shares; 2025Q1: 5,093 shares; 2025Q2: 5,692 shares; 2025Q3: 5,494 shares; 2025Q4: 4,779 shares; 2026Q1: 7,312 shares 7,312$392K<0.01%+2,533Timeline
CCKCROWN HLDGS INCQuarterly 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: 3,905 shares 3,905$391K<0.01%newTimeline
IDUISHARES TRQuarterly 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: 3,890 shares; 2026Q1: 3,372 shares 3,372$391K<0.01%-518Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly 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: 895 shares; 2026Q1: 960 shares 960$391K<0.01%+65Timeline
WBSWEBSTER FINL CORPQuarterly 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: 9,588 shares; 2025Q4: 8,235 shares; 2026Q1: 5,627 shares 5,627$391K<0.01%-2,608Timeline
ASHASHLAND INCQuarterly 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: 7,012 shares 7,012$390K<0.01%newTimeline
MDUMDU RES GROUP INCQuarterly 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: 18,798 shares 18,798$389K<0.01%newTimeline
BSSXINVESCO EXCH TRD SLF IDX FDQuarterly 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: 9,262 shares; 2025Q4: 12,575 shares; 2026Q1: 15,278 shares 15,278$388K<0.01%+2,703Timeline
HURNHURON CONSULTING GROUP INCQuarterly 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: 3,038 shares 3,038$387K<0.01%newTimeline
BSMYINVESCO EXCH TRD SLF IDX FDQuarterly 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: 9,697 shares; 2025Q4: 13,157 shares; 2026Q1: 15,994 shares 15,994$386K<0.01%+2,837Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 850 shares; 2025Q1: 769 shares; 2025Q2: 965 shares; 2025Q3: 1,173 shares; 2025Q4: 1,454 shares; 2026Q1: 1,848 shares 1,848$386K<0.01%+394Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,763 shares; 2025Q3: 14,954 shares; 2025Q4: 14,315 shares; 2026Q1: 25,633 shares 25,633$386K<0.01%+11,318Timeline
GIBCGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,004 shares; 2024Q4: 40,192 shares; 2025Q1: 38,147 shares; 2025Q2: 36,917 shares; 2025Q3: 5,312 shares; 2025Q4: 5,131 shares; 2026Q1: 5,276 shares 5,276$386K<0.01%+145Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 14,681 shares; 2025Q1: 15,056 shares; 2025Q2: 10,508 shares; 2025Q3: 13,247 shares; 2025Q4: 12,950 shares; 2026Q1: 35,806 shares 35,806$385K<0.01%+22,856Timeline
EHCENCOMPASS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,757 shares; 2025Q3: 7,697 shares; 2025Q4: 8,476 shares; 2026Q1: 3,967 shares 3,967$384K<0.01%-4,509Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,728 shares; 2024Q4: 14,820 shares; 2025Q1: 15,823 shares; 2025Q2: 15,820 shares; 2025Q3: 15,952 shares; 2025Q4: 16,284 shares; 2026Q1: 16,494 shares 16,494$384K<0.01%+210Timeline
BSMZINVESCO EXCH TRD SLF IDX FDQuarterly 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: 12,025 shares; 2026Q1: 15,270 shares 15,270$383K<0.01%+3,245Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,698 shares; 2025Q1: 1,625 shares; 2025Q2: 2,283 shares; 2025Q3: 2,248 shares; 2025Q4: 1,975 shares; 2026Q1: 3,511 shares 3,511$380K<0.01%+1,536Timeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,132 shares 3,132$379K<0.01%newTimeline
LPXLOUISIANA PAC CORPQuarterly 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: 5,202 shares 5,202$378K<0.01%newTimeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,267 shares; 2024Q4: 12,238 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,061 shares 34,061$378K<0.01%newTimeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,209 shares; 2024Q4: 37,475 shares; 2025Q1: 37,289 shares; 2025Q2: 39,295 shares; 2025Q3: 34,099 shares; 2025Q4: 38,581 shares; 2026Q1: 37,722 shares 37,722$378K<0.01%-859Timeline
BENFRANKLIN TEMPLETON INCQuarterly 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: 8,815 shares; 2026Q1: 15,898 shares 15,898$376K<0.01%+7,083Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,325 shares; 2025Q1: not reported; 2025Q2: 5,072 shares; 2025Q3: 5,091 shares; 2025Q4: 5,081 shares; 2026Q1: 5,228 shares 5,228$375K<0.01%+147Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,098 shares; 2025Q1: not reported; 2025Q2: 2,012 shares; 2025Q3: 2,006 shares; 2025Q4: not reported; 2026Q1: 2,774 shares 2,774$374K<0.01%newTimeline
OZKBANK OZK LITTLE ROCK ARKQuarterly 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: 9,877 shares; 2025Q4: 8,246 shares; 2026Q1: 8,132 shares 8,132$373K<0.01%-114Timeline
CHTCHUNGHWA TELECOM CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,230 shares; 2025Q1: 8,565 shares; 2025Q2: 7,740 shares; 2025Q3: 7,825 shares; 2025Q4: 8,343 shares; 2026Q1: 8,822 shares 8,822$373K<0.01%+479Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 1,623 shares; 2025Q4: 1,619 shares; 2026Q1: 1,809 shares 1,809$372K<0.01%+190Timeline
AVUVAMERICAN CENTY ETF TRQuarterly 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: 3,366 shares 3,366$372K<0.01%newTimeline
RDYDR REDDYS LABS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,893 shares; 2024Q4: 14,614 shares; 2025Q1: 15,215 shares; 2025Q2: 17,240 shares; 2025Q3: 16,728 shares; 2025Q4: 20,938 shares; 2026Q1: 26,816 shares 26,816$371K<0.01%+5,878Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 499 shares; 2026Q1: 626 shares 626$371K<0.01%+127Timeline
ZMZOOM COMMUNICATIONS INCQuarterly 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: 3,594 shares; 2026Q1: 4,612 shares 4,612$371K<0.01%+1,018Timeline
RITMRITHM CAPITAL CORPQuarterly 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: 10,211 shares; 2026Q1: 39,001 shares 39,001$370K<0.01%+28,790Timeline
THGHANOVER INS GROUP INCQuarterly 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: 1,226 shares; 2026Q1: 2,129 shares 2,129$369K<0.01%+903Timeline
RPRXROYALTY PHARMA PLCQuarterly 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: 7,680 shares 7,680$368K<0.01%newTimeline
DUOLDUOLINGO INCQuarterly 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: 3,723 shares 3,723$367K<0.01%newTimeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 443 shares; 2025Q1: 476 shares; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 554 shares; 2026Q1: 501 shares 501$366K<0.01%-53Timeline
MSMMSC INDL DIRECT INCQuarterly 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: 3,960 shares 3,960$365K<0.01%newTimeline
AOTGEA SERIES TRUSTQuarterly 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: 7,665 shares; 2026Q1: 7,665 shares 7,665$365K<0.01%0Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly 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: 166 shares 166$365K<0.01%newTimeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,688 shares; 2025Q1: 3,662 shares; 2025Q2: 3,587 shares; 2025Q3: 4,146 shares; 2025Q4: 4,492 shares; 2026Q1: 4,273 shares 4,273$363K<0.01%-219Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,019 shares; 2024Q4: 8,440 shares; 2025Q1: 16,138 shares; 2025Q2: 8,845 shares; 2025Q3: 10,539 shares; 2025Q4: 10,147 shares; 2026Q1: 21,603 shares 21,603$363K<0.01%+11,456Timeline
ESIELEMENT SOLUTIONS INCQuarterly 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: 10,623 shares 10,623$363K<0.01%newTimeline
PKXPOSCO HOLDINGS INCQuarterly 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: 6,197 shares 6,197$362K<0.01%newTimeline
MTDRMATADOR RES COQuarterly 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: 5,729 shares 5,729$362K<0.01%newTimeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,776 shares; 2025Q3: 29,836 shares; 2025Q4: 41,047 shares; 2026Q1: 13,648 shares 13,648$362K<0.01%-27,399Timeline
SIRISIRIUSXM HOLDINGS INCQuarterly 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: 11,864 shares; 2025Q4: 15,334 shares; 2026Q1: 15,622 shares 15,622$361K<0.01%+288Timeline
WDSWOODSIDE ENERGY GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,088 shares; 2024Q4: 17,675 shares; 2025Q1: not reported; 2025Q2: 11,247 shares; 2025Q3: 13,132 shares; 2025Q4: 13,717 shares; 2026Q1: 15,082 shares 15,082$360K<0.01%+1,365Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly 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: 3,767 shares 3,767$359K<0.01%newTimeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,188 shares; 2025Q1: 5,966 shares; 2025Q2: 5,183 shares; 2025Q3: 5,268 shares; 2025Q4: 5,308 shares; 2026Q1: 3,493 shares 3,493$359K<0.01%-1,815Timeline
FOCTFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,417 shares; 2025Q1: 5,847 shares; 2025Q2: 5,847 shares; 2025Q3: 5,847 shares; 2025Q4: 6,355 shares; 2026Q1: 7,512 shares 7,512$358K<0.01%+1,157Timeline
CNXCNX RES CORPQuarterly 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: 9,275 shares 9,275$358K<0.01%newTimeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,436 shares; 2025Q1: 1,461 shares; 2025Q2: 1,435 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares; 2026Q1: 1,654 shares 1,654$357K<0.01%0Timeline
RKTROCKET COS INCQuarterly 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: 22,660 shares; 2026Q1: 25,008 shares 25,008$356K<0.01%+2,348Timeline
MFCMANULIFE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,591 shares; 2024Q4: 9,681 shares; 2025Q1: 9,715 shares; 2025Q2: 9,335 shares; 2025Q3: 9,428 shares; 2025Q4: 10,311 shares; 2026Q1: 10,326 shares 10,326$356K<0.01%+15Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,475 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,327 shares; 2025Q4: 16,591 shares; 2026Q1: 21,272 shares 21,272$355K<0.01%+4,681Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 12,735 shares; 2025Q1: 12,751 shares; 2025Q2: 11,469 shares; 2025Q3: 11,484 shares; 2025Q4: 11,511 shares; 2026Q1: 7,506 shares 7,506$353K<0.01%-4,005Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,080 shares; 2025Q1: not reported; 2025Q2: 14,197 shares; 2025Q3: 5,751 shares; 2025Q4: 16,517 shares; 2026Q1: 7,038 shares 7,038$353K<0.01%-9,479Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 1,151 shares; 2026Q1: 1,181 shares 1,181$353K<0.01%+30Timeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 1,972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares 5,050$352K<0.01%newTimeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,389 shares; 2025Q1: 1,382 shares; 2025Q2: 1,362 shares; 2025Q3: 1,374 shares; 2025Q4: 1,380 shares; 2026Q1: 1,773 shares 1,773$352K<0.01%+393Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,728 shares; 2024Q4: 7,517 shares; 2025Q1: 8,137 shares; 2025Q2: 8,610 shares; 2025Q3: 8,327 shares; 2025Q4: 7,678 shares; 2026Q1: 9,487 shares 9,487$351K<0.01%+1,809Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,556 shares; 2024Q4: 25,049 shares; 2025Q1: 19,259 shares; 2025Q2: 14,528 shares; 2025Q3: 10,633 shares; 2025Q4: 8,728 shares; 2026Q1: 5,847 shares 5,847$349K<0.01%-2,881Timeline
SSUSSTRATEGY SHSQuarterly 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: 7,476 shares 7,476$349K<0.01%newTimeline
ASTSAST SPACEMOBILE INCQuarterly 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: 3,027 shares; 2026Q1: 4,210 shares 4,210$349K<0.01%+1,183Timeline
CHDNCHURCHILL DOWNS INCQuarterly 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: 3,881 shares 3,881$349K<0.01%newTimeline
ITMVANECK ETF TRUSTQuarterly 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: 7,496 shares; 2026Q1: 7,496 shares 7,496$348K<0.01%0Timeline
TSTENARIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,627 shares; 2025Q1: 5,508 shares; 2025Q2: 5,366 shares; 2025Q3: not reported; 2025Q4: 6,316 shares; 2026Q1: 5,981 shares 5,981$348K<0.01%-335Timeline
NSANATIONAL STORAGE AFFILIATESQuarterly 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: 9,204 shares 9,204$347K<0.01%newTimeline
LOGILOGITECH INTL S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,076 shares; 2025Q1: 3,857 shares; 2025Q2: 3,033 shares; 2025Q3: 3,113 shares; 2025Q4: 3,505 shares; 2026Q1: 3,805 shares 3,805$347K<0.01%+300Timeline
AAALCOA CORPQuarterly 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: 3,897 shares; 2026Q1: 5,215 shares 5,215$346K<0.01%+1,318Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,239 shares; 2025Q1: 1,377 shares; 2025Q2: 1,460 shares; 2025Q3: 4,407 shares; 2025Q4: 2,961 shares; 2026Q1: 4,184 shares 4,184$346K<0.01%+1,223Timeline
MSGSMADISON SQUARE GRDN SPRT CORQuarterly 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: 1,076 shares 1,076$346K<0.01%newTimeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,862 shares; 2024Q4: 27,076 shares; 2025Q1: 27,585 shares; 2025Q2: 28,039 shares; 2025Q3: 28,555 shares; 2025Q4: 18,110 shares; 2026Q1: 37,856 shares 37,856$346K<0.01%+19,746Timeline
GOEXGLOBAL X FDSQuarterly 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: 4,065 shares 4,065$344K<0.01%newTimeline
RLIRLI CORPQuarterly 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: 6,025 shares 6,025$344K<0.01%newTimeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 3,600 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 3,141 shares 3,141$343K<0.01%+241Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 8,332 shares; 2025Q1: 8,071 shares; 2025Q2: 7,539 shares; 2025Q3: 7,502 shares; 2025Q4: 6,813 shares; 2026Q1: 8,786 shares 8,786$342K<0.01%+1,973Timeline
HMCHONDA MOTOR CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,338 shares; 2024Q4: 15,850 shares; 2025Q1: 16,841 shares; 2025Q2: 17,657 shares; 2025Q3: 18,948 shares; 2025Q4: 19,965 shares; 2026Q1: 14,051 shares 14,051$342K<0.01%-5,914Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,915 shares; 2024Q4: 6,704 shares; 2025Q1: 6,734 shares; 2025Q2: 7,063 shares; 2025Q3: 7,561 shares; 2025Q4: 8,320 shares; 2026Q1: 7,451 shares 7,451$341K<0.01%-869Timeline
VOYAVOYA FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,130 shares; 2026Q1: 4,996 shares 4,996$341K<0.01%+866Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,732 shares; 2025Q1: not reported; 2025Q2: 1,216 shares; 2025Q3: 1,312 shares; 2025Q4: 1,491 shares; 2026Q1: 1,728 shares 1,728$341K<0.01%+237Timeline
NUTXNUTEX HEALTH INCQuarterly 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: 3,586 shares 3,586$341K<0.01%newTimeline
WTSWATTS WATER TECHNOLOGIES INCQuarterly 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: 1,166 shares 1,166$338K<0.01%newTimeline
WWDWOODWARD INCQuarterly 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: 944 shares 944$338K<0.01%newTimeline
HOMBHOME BANCSHARES INCQuarterly 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: 12,535 shares 12,535$338K<0.01%newTimeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,039 shares; 2024Q4: 7,698 shares; 2025Q1: not reported; 2025Q2: 7,572 shares; 2025Q3: not reported; 2025Q4: 8,729 shares; 2026Q1: 14,875 shares 14,875$337K<0.01%+6,146Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly 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: 14,394 shares 14,394$337K<0.01%newTimeline
EPREPR PPTYSQuarterly 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: 6,729 shares 6,729$336K<0.01%newTimeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 588 shares; 2025Q1: 672 shares; 2025Q2: 674 shares; 2025Q3: 648 shares; 2025Q4: 678 shares; 2026Q1: 1,007 shares 1,007$336K<0.01%+329Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,863 shares; 2024Q4: 9,251 shares; 2025Q1: not reported; 2025Q2: 14,690 shares; 2025Q3: 24,143 shares; 2025Q4: 37,023 shares; 2026Q1: 21,359 shares 21,359$336K<0.01%-15,664Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly 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: 15,342 shares; 2026Q1: 20,422 shares 20,422$336K<0.01%+5,080Timeline
ASOACADEMY SPORTS & OUTDOORS INQuarterly 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: 5,945 shares; 2026Q1: 5,944 shares 5,944$336K<0.01%-1Timeline
CMCANADIAN IMPERIAL BANK OF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 2,910 shares; 2026Q1: 3,533 shares 3,533$335K<0.01%+623Timeline
NZACSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 8,236 shares; 2025Q1: 7,950 shares; 2025Q2: 7,950 shares; 2025Q3: 7,950 shares; 2025Q4: 7,950 shares; 2026Q1: 8,224 shares 8,224$334K<0.01%+274Timeline
RBCRBC BEARINGS INCQuarterly 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: 615 shares 615$334K<0.01%newTimeline
UGIUGI CORP NEWQuarterly 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: 9,954 shares; 2026Q1: 9,153 shares 9,153$333K<0.01%-801Timeline
COLLCOLLEGIUM PHARMACEUTICAL INCQuarterly 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: 10,078 shares 10,078$333K<0.01%newTimeline
APGAPI GROUP CORPQuarterly 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: 8,218 shares 8,218$333K<0.01%newTimeline
LIILENNOX INTL INCQuarterly 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: 699 shares; 2025Q4: 652 shares; 2026Q1: 717 shares 717$333K<0.01%+65Timeline
FLOFLOWERS FOODS INCQuarterly 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: 26,313 shares; 2026Q1: 40,830 shares 40,830$333K<0.01%+14,517Timeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,620 shares 1,620$332K<0.01%newTimeline
AVSCAMERICAN CENTY ETF TRQuarterly 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: 5,321 shares 5,321$331K<0.01%newTimeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,722 shares; 2025Q1: 5,967 shares; 2025Q2: 6,147 shares; 2025Q3: 6,657 shares; 2025Q4: 8,229 shares; 2026Q1: 5,603 shares 5,603$331K<0.01%-2,626Timeline
BLDTOPBUILD CORQuarterly 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: 513 shares; 2026Q1: 941 shares 941$331K<0.01%+428Timeline
ACIALBERTSONS COMPANIES INCQuarterly 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: 19,380 shares 19,380$330K<0.01%newTimeline
UMBFUMB FINL CORPQuarterly 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: 1,746 shares; 2025Q4: 1,844 shares; 2026Q1: 2,927 shares 2,927$330K<0.01%+1,083Timeline
HGVHILTON GRAND VACATIONS INCQuarterly 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: 8,436 shares 8,436$330K<0.01%newTimeline
HHHHOWARD HUGHES HOLDINGS INCQuarterly 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: 5,191 shares 5,191$328K<0.01%newTimeline
COLBCOLUMBIA BKG SYS INCQuarterly 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: 11,959 shares 11,959$328K<0.01%newTimeline
SFNCSIMMONS FIRST NATL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,555 shares; 2024Q4: 18,893 shares; 2025Q1: 18,883 shares; 2025Q2: 18,619 shares; 2025Q3: 18,584 shares; 2025Q4: 17,048 shares; 2026Q1: 16,816 shares 16,816$327K<0.01%-232Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,075 shares; 2024Q4: 18,874 shares; 2025Q1: 19,437 shares; 2025Q2: 18,562 shares; 2025Q3: 44,175 shares; 2025Q4: 36,842 shares; 2026Q1: 17,828 shares 17,828$327K<0.01%-19,014Timeline
SCISERVICE CORP INTLQuarterly 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: 3,958 shares 3,958$327K<0.01%newTimeline
LSTRLANDSTAR SYS INCQuarterly 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: 1,520 shares; 2026Q1: 2,032 shares 2,032$326K<0.01%+512Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,351 shares; 2025Q3: 8,312 shares; 2025Q4: 8,812 shares; 2026Q1: 8,843 shares 8,843$325K<0.01%+31Timeline
MHKMOHAWK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 2,571 shares; 2025Q1: 2,480 shares; 2025Q2: 2,332 shares; 2025Q3: 2,520 shares; 2025Q4: 2,802 shares; 2026Q1: 3,303 shares 3,303$325K<0.01%+501Timeline
MLRGISHARES TRQuarterly 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: 3,552 shares; 2026Q1: 3,616 shares 3,616$325K<0.01%+64Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: not reported; 2025Q1: 1,109 shares; 2025Q2: not reported; 2025Q3: 1,274 shares; 2025Q4: 1,598 shares; 2026Q1: 1,813 shares 1,813$324K<0.01%+215Timeline
SETMSPROTT FDS TRQuarterly 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: 9,790 shares; 2026Q1: 9,790 shares 9,790$324K<0.01%0Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly 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: 6,720 shares 6,720$324K<0.01%newTimeline
RYNRAYONIER INCQuarterly 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: 15,673 shares 15,673$323K<0.01%newTimeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,733 shares; 2025Q1: 1,422 shares; 2025Q2: 2,059 shares; 2025Q3: 1,978 shares; 2025Q4: 2,290 shares; 2026Q1: 2,928 shares 2,928$323K<0.01%+638Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,473 shares; 2024Q4: 251,964 shares; 2025Q1: 29,320 shares; 2025Q2: 19,866 shares; 2025Q3: 17,816 shares; 2025Q4: 19,234 shares; 2026Q1: 15,491 shares 15,491$321K<0.01%-3,743Timeline
ALAIR LEASE CORPQuarterly 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: 4,947 shares 4,947$321K<0.01%newTimeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,598 shares; 2024Q4: 16,509 shares; 2025Q1: 17,136 shares; 2025Q2: 60,623 shares; 2025Q3: 72,708 shares; 2025Q4: 75,986 shares; 2026Q1: 8,059 shares 8,059$320K<0.01%-67,927
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,464 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,519 shares 18,519$319K<0.01%newTimeline
SPTISPDR SERIES TRUSTQuarterly 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: 11,119 shares 11,119$319K<0.01%newTimeline
CECELANESE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 6,167 shares; 2025Q1: 4,828 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,817 shares 4,817$317K<0.01%newTimeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly 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: 2,535 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares 3,375$316K<0.01%0Timeline
VVVVALVOLINE INCQuarterly 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: 9,382 shares 9,382$316K<0.01%newTimeline
VSXYVICTORIAS SECRET AND COQuarterly 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: 6,603 shares; 2026Q1: 6,807 shares 6,807$316K<0.01%+204Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,344 shares 8,344$316K<0.01%newTimeline
TWLOTWILIO INCQuarterly 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: 1,652 shares; 2026Q1: 2,502 shares 2,502$315K<0.01%+850Timeline
DINOHF SINCLAIR CORPQuarterly 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: 5,040 shares 5,040$314K<0.01%newTimeline
STWDSTARWOOD PPTY TR INCQuarterly 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: 18,233 shares 18,233$314K<0.01%newTimeline
LECOLINCOLN ELEC HLDGS INCQuarterly 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: 1,260 shares 1,260$314K<0.01%newTimeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,355 shares; 2024Q4: 8,947 shares; 2025Q1: 10,364 shares; 2025Q2: 16,807 shares; 2025Q3: 17,002 shares; 2025Q4: 9,387 shares; 2026Q1: 12,304 shares 12,304$314K<0.01%+2,917Timeline
ATRAPTARGROUP INCQuarterly 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: 2,484 shares 2,484$313K<0.01%newTimeline
MODMODINE MFG COQuarterly 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: 1,570 shares; 2025Q4: not reported; 2026Q1: 1,443 shares 1,443$313K<0.01%newTimeline
MTGMGIC INVT CORP WISQuarterly 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: 12,203 shares; 2026Q1: 11,887 shares 11,887$312K<0.01%-316Timeline
GMEDGLOBUS MED INCQuarterly 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: 3,617 shares 3,617$312K<0.01%newTimeline
FVFIRST TR EXCHANGE TRADED FDQuarterly 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: 3,251 shares; 2025Q4: 3,451 shares; 2026Q1: 5,152 shares 5,152$311K<0.01%+1,701Timeline
HUNHUNTSMAN CORPQuarterly 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: 11,364 shares; 2025Q4: not reported; 2026Q1: 23,401 shares 23,401$311K<0.01%newTimeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 2,994 shares; 2025Q1: 2,994 shares; 2025Q2: 3,108 shares; 2025Q3: 2,974 shares; 2025Q4: 2,825 shares; 2026Q1: 3,080 shares 3,080$311K<0.01%+255Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,582 shares; 2025Q1: not reported; 2025Q2: 2,580 shares; 2025Q3: 2,604 shares; 2025Q4: not reported; 2026Q1: 3,269 shares 3,269$310K<0.01%newTimeline
OGSONE GAS INCQuarterly 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: 3,600 shares 3,600$310K<0.01%newTimeline
WWAYFAIR INCQuarterly 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: 4,122 shares 4,122$310K<0.01%newTimeline
TRSTRIMAS CORPQuarterly 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: 8,555 shares; 2026Q1: 8,608 shares 8,608$309K<0.01%+53Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,588 shares; 2025Q1: 2,602 shares; 2025Q2: 2,464 shares; 2025Q3: 2,542 shares; 2025Q4: 1,961 shares; 2026Q1: 3,547 shares 3,547$309K<0.01%+1,586Timeline
BUFZFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,970 shares; 2024Q4: 13,970 shares; 2025Q1: 13,970 shares; 2025Q2: 13,970 shares; 2025Q3: 14,270 shares; 2025Q4: 14,520 shares; 2026Q1: 11,770 shares 11,770$309K<0.01%-2,750Timeline
IHEISHARES TRQuarterly 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: 3,549 shares; 2026Q1: 3,554 shares 3,554$308K<0.01%+5Timeline
BURLBURLINGTON STORES INCQuarterly 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: 940 shares 940$306K<0.01%newTimeline
ENTGENTEGRIS INCQuarterly 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: 2,601 shares 2,601$305K<0.01%newTimeline
SEBSEABOARD CORP DELQuarterly 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: 53 shares 53$300K<0.01%newTimeline
CTRECARETRUST REIT INCQuarterly 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: 8,148 shares 8,148$299K<0.01%newTimeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,846 shares; 2024Q4: 20,073 shares; 2025Q1: 18,564 shares; 2025Q2: 17,149 shares; 2025Q3: 16,669 shares; 2025Q4: 15,847 shares; 2026Q1: 11,527 shares 11,527$299K<0.01%-4,320Timeline
BILZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,023 shares; 2025Q4: 3,000 shares; 2026Q1: 2,953 shares 2,953$298K<0.01%-47Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly 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: 8,028 shares 8,028$297K<0.01%newTimeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 3,769 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,791 shares; 2026Q1: 3,324 shares 3,324$297K<0.01%+533Timeline
PJPINVESCO EXCHANGE TRADED FD TQuarterly 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: 3,146 shares; 2026Q1: 2,858 shares 2,858$297K<0.01%-288Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: not reported; 2025Q1: 4,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,088 shares; 2026Q1: 5,121 shares 5,121$296K<0.01%+1,033Timeline
MAINMAIN STR CAP CORPQuarterly 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: 5,934 shares; 2026Q1: 5,578 shares 5,578$295K<0.01%-356Timeline
BANRBANNER CORPQuarterly 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: 4,813 shares; 2026Q1: 4,852 shares 4,852$294K<0.01%+39Timeline
BCBRUNSWICK CORPQuarterly 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: 2,812 shares; 2026Q1: 4,038 shares 4,038$294K<0.01%+1,226Timeline
TMHCTAYLOR MORRISON HOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,321 shares; 2025Q1: 3,511 shares; 2025Q2: 3,429 shares; 2025Q3: 3,413 shares; 2025Q4: not reported; 2026Q1: 5,042 shares 5,042$294K<0.01%newTimeline
OKLOOKLO INCQuarterly 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: 1,817 shares; 2025Q4: 5,807 shares; 2026Q1: 5,918 shares 5,918$293K<0.01%+111Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,947 shares; 2024Q4: 8,503 shares; 2025Q1: not reported; 2025Q2: 9,272 shares; 2025Q3: 9,190 shares; 2025Q4: not reported; 2026Q1: 8,480 shares 8,480$293K<0.01%newTimeline
LYFTLYFT INCQuarterly 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: 22,007 shares 22,007$293K<0.01%newTimeline
LFUSLITTELFUSE INCQuarterly 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: 861 shares 861$292K<0.01%newTimeline
IBDZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,819 shares; 2025Q3: 8,139 shares; 2025Q4: 9,246 shares; 2026Q1: 11,195 shares 11,195$291K<0.01%+1,949Timeline
TEXTEREX CORP NEWQuarterly 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: 4,924 shares 4,924$291K<0.01%newTimeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 8,450 shares; 2025Q1: 8,809 shares; 2025Q2: 4,687 shares; 2025Q3: 4,945 shares; 2025Q4: 4,712 shares; 2026Q1: 5,391 shares 5,391$290K<0.01%+679Timeline
FJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,129 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 5,140 shares 5,140$290K<0.01%+840Timeline
OLNOLIN CORPQuarterly 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: 9,732 shares 9,732$289K<0.01%newTimeline
RMBSRAMBUS INC DELQuarterly 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: 2,693 shares; 2025Q4: 2,523 shares; 2026Q1: 3,363 shares 3,363$289K<0.01%+840Timeline
RHIROBERT HALF 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: 14,240 shares; 2026Q1: 11,390 shares 11,390$289K<0.01%-2,850Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares; 2025Q4: 3,624 shares; 2026Q1: 5,137 shares 5,137$289K<0.01%+1,513Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly 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: 9,620 shares; 2026Q1: 10,717 shares 10,717$289K<0.01%+1,097Timeline
VLYVALLEY NATL BANCORPQuarterly 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: 11,458 shares; 2026Q1: 23,473 shares 23,473$288K<0.01%+12,015Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,225 shares; 2025Q1: 16,194 shares; 2025Q2: 18,726 shares; 2025Q3: 18,837 shares; 2025Q4: 10,985 shares; 2026Q1: 12,654 shares 12,654$288K<0.01%+1,669Timeline
ALVAUTOLIV INCQuarterly 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: 2,724 shares 2,724$286K<0.01%newTimeline
VRPINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,944 shares; 2024Q4: 11,944 shares; 2025Q1: 17,957 shares; 2025Q2: 11,944 shares; 2025Q3: not reported; 2025Q4: 11,944 shares; 2026Q1: 11,944 shares 11,944$286K<0.01%0Timeline
GTLSCHART INDS INCQuarterly 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: 1,384 shares 1,384$286K<0.01%newTimeline
BRBRBELLRING BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,203 shares; 2024Q4: 12,174 shares; 2025Q1: 12,170 shares; 2025Q2: 12,135 shares; 2025Q3: 12,141 shares; 2025Q4: 14,369 shares; 2026Q1: 17,765 shares 17,765$286K<0.01%+3,396Timeline
TMPTOMPKINS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,880 shares; 2024Q4: 22,748 shares; 2025Q1: 19,179 shares; 2025Q2: 21,283 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,620 shares 3,620$285K<0.01%newTimeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,277 shares; 2025Q1: 2,701 shares; 2025Q2: not reported; 2025Q3: 7,770 shares; 2025Q4: 10,768 shares; 2026Q1: 3,990 shares 3,990$285K<0.01%-6,778Timeline
SFMSPROUTS FMRS MKT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,360 shares; 2025Q2: 1,432 shares; 2025Q3: 5,775 shares; 2025Q4: 3,980 shares; 2026Q1: 3,697 shares 3,697$285K<0.01%-283Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly 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: 2,890 shares 2,890$284K<0.01%newTimeline
ECHOECHOSTAR CORPQuarterly 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: 2,429 shares 2,429$284K<0.01%newTimeline
DJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,032 shares; 2024Q4: 6,032 shares; 2025Q1: 6,032 shares; 2025Q2: 6,032 shares; 2025Q3: 6,032 shares; 2025Q4: 6,032 shares; 2026Q1: 6,032 shares 6,032$284K<0.01%0Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,746 shares; 2025Q1: 6,540 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,057 shares 15,057$284K<0.01%newTimeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly 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: 4,898 shares 4,898$282K<0.01%newTimeline
GJANFIRST TR EXCHNG TRADED FD VIQuarterly 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: 6,733 shares 6,733$282K<0.01%newTimeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly 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: 3,705 shares; 2026Q1: 3,705 shares 3,705$282K<0.01%0Timeline
SCHISCHWAB STRATEGIC TRQuarterly 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: 12,410 shares; 2026Q1: 12,383 shares 12,383$281K<0.01%-27Timeline
IBOCINTERNATIONAL BANCSHARES CORQuarterly 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: 4,159 shares 4,159$280K<0.01%newTimeline
EMLCVANECK ETF TRUSTQuarterly 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: 11,135 shares 11,135$278K<0.01%newTimeline
IBCAISHARES TRQuarterly 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: 10,836 shares 10,836$277K<0.01%newTimeline
AFGAMERICAN FINANCIAL GROUP INCQuarterly 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: 2,170 shares 2,170$277K<0.01%newTimeline
AVNTAVIENT CORPORATIONQuarterly 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: 7,624 shares 7,624$277K<0.01%newTimeline
BEBLOOM ENERGY CORPQuarterly 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: 2,035 shares 2,035$276K<0.01%newTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,002 shares; 2025Q3: 12,350 shares; 2025Q4: 13,893 shares; 2026Q1: 14,583 shares 14,583$275K<0.01%+690Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,430 shares; 2024Q4: 13,928 shares; 2025Q1: 14,434 shares; 2025Q2: 14,766 shares; 2025Q3: 15,443 shares; 2025Q4: 14,456 shares; 2026Q1: 14,717 shares 14,717$275K<0.01%+261Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 3,046 shares; 2025Q1: 3,208 shares; 2025Q2: 3,796 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,139 shares 3,139$275K<0.01%newTimeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly 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: 1,237 shares 1,237$275K<0.01%newTimeline
DOCSDOXIMITY INCQuarterly 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: 3,240 shares; 2025Q4: not reported; 2026Q1: 11,751 shares 11,751$274K<0.01%newTimeline
SAMBOSTON BEER INCQuarterly 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: 1,185 shares 1,185$273K<0.01%newTimeline
TFSLTFS FINL CORPQuarterly 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: 19,418 shares 19,418$273K<0.01%newTimeline
IXORIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,980 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,206 shares; 2025Q4: 8,604 shares; 2026Q1: 9,061 shares 9,061$272K<0.01%+457Timeline
PIIPOLARIS INCQuarterly 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: 4,978 shares 4,978$271K<0.01%newTimeline
IAUMISHARES GOLD TRUST MICROQuarterly 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: 5,799 shares; 2025Q4: 5,799 shares; 2026Q1: 5,799 shares 5,799$271K<0.01%0Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,039 shares; 2025Q2: 10,984 shares; 2025Q3: 12,681 shares; 2025Q4: 13,517 shares; 2026Q1: 17,011 shares 17,011$270K<0.01%+3,494Timeline
PRFDPIMCO ETF TRQuarterly 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: 5,309 shares 5,309$269K<0.01%newTimeline
IMOIMPERIAL OIL LTDQuarterly 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: 2,049 shares 2,049$268K<0.01%newTimeline
RYANRYAN SPECIALTY HOLDINGS INCQuarterly 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: 7,941 shares 7,941$268K<0.01%newTimeline
FTAIFTAI AVIATION LTDQuarterly 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: 1,093 shares 1,093$268K<0.01%newTimeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,951 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,308 shares 6,308$268K<0.01%newTimeline
HHYATT HOTELS CORPQuarterly 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: 1,860 shares 1,860$267K<0.01%newTimeline
PHINPHINIA INCQuarterly 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: 3,785 shares; 2026Q1: 3,903 shares 3,903$267K<0.01%+118Timeline
GJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,781 shares; 2025Q3: 6,781 shares; 2025Q4: 6,781 shares; 2026Q1: 6,781 shares 6,781$267K<0.01%0Timeline
FNDASCHWAB STRATEGIC TRQuarterly 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: 7,703 shares; 2026Q1: 8,219 shares 8,219$267K<0.01%+516Timeline
ANAUTONATION INCQuarterly 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: 1,363 shares 1,363$266K<0.01%newTimeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares 2,315$266K<0.01%0Timeline
SSDSIMPSON MFG INCQuarterly 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: 1,549 shares 1,549$266K<0.01%newTimeline
WITWIPRO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,021 shares; 2024Q4: 87,104 shares; 2025Q1: 84,839 shares; 2025Q2: 77,833 shares; 2025Q3: 80,748 shares; 2025Q4: 99,059 shares; 2026Q1: 125,388 shares 125,388$266K<0.01%+26,329Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly 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: 5,214 shares 5,214$265K<0.01%newTimeline
KMPRKEMPER CORPQuarterly 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: 8,642 shares 8,642$264K<0.01%newTimeline
MTZMASTEC INCQuarterly 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: 818 shares 818$263K<0.01%newTimeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 3,752 shares; 2025Q1: 6,777 shares; 2025Q2: 6,128 shares; 2025Q3: 5,526 shares; 2025Q4: 7,428 shares; 2026Q1: 6,603 shares 6,603$263K<0.01%-825Timeline
DARDARLING INGREDIENTS INCQuarterly 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: 4,248 shares 4,248$263K<0.01%newTimeline
OHIOMEGA HEALTHCARE INVS INCQuarterly 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: 4,825 shares; 2025Q4: not reported; 2026Q1: 5,990 shares 5,990$262K<0.01%newTimeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,970 shares 3,970$262K<0.01%newTimeline
SOUNSOUNDHOUND AI INCQuarterly 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: 38,220 shares; 2026Q1: 38,058 shares 38,058$261K<0.01%-162Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,459 shares; 2025Q1: 2,720 shares; 2025Q2: 2,563 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,005 shares 4,005$261K<0.01%newTimeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,523 shares; 2025Q4: 3,179 shares; 2026Q1: 3,673 shares 3,673$261K<0.01%+494Timeline
ATIATI INCQuarterly 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: 1,789 shares 1,789$260K<0.01%newTimeline
FTMUPUTNAM ETF TRUSTQuarterly 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: 33,797 shares; 2026Q1: 33,418 shares 33,418$260K<0.01%-379Timeline
AEISADVANCED ENERGY INDSQuarterly 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: 805 shares 805$260K<0.01%newTimeline
SRPTSAREPTA THERAPEUTICS INCQuarterly 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: 11,895 shares 11,895$259K<0.01%newTimeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,923 shares; 2024Q4: 2,214 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,679 shares 2,679$258K<0.01%newTimeline
FAFFIRST AMERN FINL CORPQuarterly 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: 4,282 shares 4,282$258K<0.01%newTimeline
MUSAMURPHY USA INCQuarterly 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: 522 shares 522$258K<0.01%newTimeline
MORNMORNINGSTAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,919 shares; 2025Q1: 25,396 shares; 2025Q2: 24,908 shares; 2025Q3: 25,361 shares; 2025Q4: 23,144 shares; 2026Q1: 1,519 shares 1,519$257K<0.01%-21,625Timeline
QRVOQORVO INCQuarterly 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: 3,316 shares 3,316$257K<0.01%newTimeline
KRMNKARMAN HLDGS INCQuarterly 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: 3,199 shares 3,199$256K<0.01%newTimeline
TTMITTM TECHNOLOGIES INCQuarterly 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: 2,621 shares 2,621$255K<0.01%newTimeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 16,620 shares; 2025Q2: not reported; 2025Q3: 13,365 shares; 2025Q4: 15,616 shares; 2026Q1: 14,873 shares 14,873$254K<0.01%-743Timeline
OMFONEMAIN HLDGS INCQuarterly 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: 3,750 shares; 2025Q4: 5,060 shares; 2026Q1: 4,757 shares 4,757$254K<0.01%-303Timeline
AYIACUITY INCQuarterly 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: 908 shares 908$254K<0.01%newTimeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 958 shares; 2025Q1: 1,217 shares; 2025Q2: 1,013 shares; 2025Q3: 1,448 shares; 2025Q4: 1,539 shares; 2026Q1: 1,903 shares 1,903$254K<0.01%+364Timeline
QLDPROSHARES TRQuarterly 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: 5,700 shares; 2025Q4: 4,147 shares; 2026Q1: 4,147 shares 4,147$253K<0.01%0Timeline
RRYDER SYS INCQuarterly 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: 1,235 shares 1,235$253K<0.01%newTimeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,325 shares; 2024Q4: 13,077 shares; 2025Q1: 19,790 shares; 2025Q2: not reported; 2025Q3: 13,004 shares; 2025Q4: 16,147 shares; 2026Q1: 9,557 shares 9,557$253K<0.01%-6,590Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 784 shares; 2025Q1: 773 shares; 2025Q2: 757 shares; 2025Q3: 776 shares; 2025Q4: 732 shares; 2026Q1: 868 shares 868$252K<0.01%+136Timeline
HRBBLOCK H & R INCQuarterly 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: 7,939 shares 7,939$252K<0.01%newTimeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,275 shares; 2024Q4: 12,803 shares; 2025Q1: 13,548 shares; 2025Q2: 13,584 shares; 2025Q3: not reported; 2025Q4: 13,648 shares; 2026Q1: 12,301 shares 12,301$252K<0.01%-1,347Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,090 shares; 2024Q4: 8,845 shares; 2025Q1: 8,343 shares; 2025Q2: 7,190 shares; 2025Q3: 7,070 shares; 2025Q4: 7,062 shares; 2026Q1: 5,422 shares 5,422$251K<0.01%-1,640Timeline
CONCONCENTRA GROUP HOLDINGS PARQuarterly 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: 11,713 shares 11,713$251K<0.01%newTimeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly 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: 5,456 shares 5,456$250K<0.01%newTimeline
FEXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,089 shares; 2024Q4: 2,089 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,039 shares; 2026Q1: 2,039 shares 2,039$249K<0.01%0Timeline
OSKOSHKOSH CORPQuarterly 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: 1,689 shares 1,689$249K<0.01%newTimeline
TLNTALEN ENERGY CORPQuarterly 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: 778 shares 778$248K<0.01%newTimeline
PAGPENSKE AUTOMOTIVE GRP INCQuarterly 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: 1,318 shares; 2026Q1: 1,660 shares 1,660$248K<0.01%+342Timeline
COPXGLOBAL X FDSQuarterly 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: 3,251 shares 3,251$248K<0.01%newTimeline
SHYMBLACKROCK ETF TRUST IIQuarterly 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: 11,262 shares 11,262$248K<0.01%newTimeline
MMACYS INCQuarterly 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: 13,671 shares 13,671$247K<0.01%newTimeline
PAASPAN AMERN SILVER CORPQuarterly 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: 4,511 shares 4,511$246K<0.01%newTimeline
FTSFORTIS INCQuarterly 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: 4,411 shares 4,411$246K<0.01%newTimeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,566 shares; 2025Q1: 2,143 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,763 shares; 2026Q1: 1,857 shares 1,857$245K<0.01%+94Timeline
KDKYNDRYL HLDGS INCQuarterly 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: 18,693 shares 18,693$245K<0.01%newTimeline
ESNTESSENT GROUP LTDQuarterly 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: 3,244 shares; 2026Q1: 4,173 shares 4,173$244K<0.01%+929Timeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly 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: 4,563 shares 4,563$244K<0.01%newTimeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,793 shares; 2024Q4: 16,246 shares; 2025Q1: 11,741 shares; 2025Q2: 12,496 shares; 2025Q3: 12,772 shares; 2025Q4: 17,103 shares; 2026Q1: 17,992 shares 17,992$243K<0.01%+889Timeline
NEUNEWMARKET CORPQuarterly 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: 379 shares 379$243K<0.01%newTimeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,983 shares; 2025Q1: not reported; 2025Q2: 9,330 shares; 2025Q3: 10,141 shares; 2025Q4: 10,702 shares; 2026Q1: 11,031 shares 11,031$242K<0.01%+329Timeline
AGCOAGCO CORPQuarterly 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: 2,088 shares 2,088$242K<0.01%newTimeline
RSPHINVESCO EXCHANGE TRADED FD TQuarterly 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: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000$242K<0.01%0Timeline
BDCBELDEN INCQuarterly 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: 2,102 shares 2,102$241K<0.01%newTimeline
CCEPCOCA-COLA EUROPACIFIC PARTNEQuarterly 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: 3,188 shares; 2026Q1: 2,648 shares 2,648$240K<0.01%-540Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,890 shares; 2025Q1: 5,880 shares; 2025Q2: not reported; 2025Q3: 5,392 shares; 2025Q4: 5,372 shares; 2026Q1: 5,701 shares 5,701$240K<0.01%+329Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly 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: 1,823 shares; 2026Q1: 1,827 shares 1,827$239K<0.01%+4Timeline
VNTVONTIER CORPORATIONQuarterly 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: 6,746 shares 6,746$239K<0.01%newTimeline
BHFBRIGHTHOUSE FINL INCQuarterly 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: 3,991 shares 3,991$239K<0.01%newTimeline
MTNVAIL RESORTS INCQuarterly 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: 1,860 shares 1,860$239K<0.01%newTimeline
IONQIONQ INCQuarterly 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: 5,302 shares; 2025Q4: 6,702 shares; 2026Q1: 8,233 shares 8,233$237K<0.01%+1,531Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 5,307 shares; 2025Q1: 4,729 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,557 shares; 2026Q1: 5,500 shares 5,500$237K<0.01%-2,057Timeline
CNOCNO FINL GROUP INCQuarterly 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: 5,634 shares; 2026Q1: 5,751 shares 5,751$236K<0.01%+117Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly 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: 5,243 shares 5,243$236K<0.01%newTimeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,751 shares; 2024Q4: 21,065 shares; 2025Q1: 21,353 shares; 2025Q2: 21,061 shares; 2025Q3: 21,074 shares; 2025Q4: 22,643 shares; 2026Q1: 28,148 shares 28,148$236K<0.01%+5,505Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares 846$236K<0.01%newTimeline
DFAXDIMENSIONAL ETF TRUSTQuarterly 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: 6,429 shares; 2025Q4: 6,919 shares; 2026Q1: 6,920 shares 6,920$235K<0.01%+1Timeline
AWIARMSTRONG WORLD INDS INC NEWQuarterly 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: 1,426 shares 1,426$235K<0.01%newTimeline
RVMDREVOLUTION MEDICINES INCQuarterly 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: 2,412 shares 2,412$235K<0.01%newTimeline
FGDLFRANKLIN TEMPLETON HOLDINGSQuarterly 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: 11,288 shares; 2025Q4: 11,502 shares; 2026Q1: 3,760 shares 3,760$234K<0.01%-7,742Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,798 shares; 2025Q4: 7,745 shares; 2026Q1: 8,463 shares 8,463$232K<0.01%+718Timeline
VALVALARIS LTDQuarterly 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: 2,362 shares 2,362$232K<0.01%newTimeline
HSICSCHEIN HENRY INCQuarterly 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: 3,138 shares 3,138$231K<0.01%newTimeline
REXRREXFORD INDL RLTY INCQuarterly 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: 5,602 shares; 2025Q4: not reported; 2026Q1: 7,065 shares 7,065$231K<0.01%newTimeline
TWTRADEWEB MKTS INCQuarterly 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: 1,961 shares 1,961$231K<0.01%newTimeline
DBXDROPBOX INCQuarterly 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: 10,092 shares 10,092$229K<0.01%newTimeline
ALLYALLY FINL INCQuarterly 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: 5,543 shares; 2026Q1: 5,838 shares 5,838$229K<0.01%+295Timeline
NTSXWISDOMTREE TRQuarterly 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: 4,395 shares 4,395$229K<0.01%newTimeline
RBARB GLOBAL INCQuarterly 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: 1,995 shares; 2026Q1: 2,385 shares 2,385$229K<0.01%+390Timeline
KRGKITE REALTY GROUP TRUSTQuarterly 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: 9,294 shares 9,294$228K<0.01%newTimeline
HOLAJ P MORGAN EXCHANGE TRADED FQuarterly 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: 4,339 shares; 2026Q1: 4,339 shares 4,339$228K<0.01%0Timeline
MASIMASIMO CORPQuarterly 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: 1,281 shares 1,281$228K<0.01%newTimeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,308 shares; 2025Q3: 8,464 shares; 2025Q4: 9,017 shares; 2026Q1: 10,099 shares 10,099$228K<0.01%+1,082Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly 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: 3,451 shares 3,451$228K<0.01%newTimeline
CHECHEMED CORP NEWQuarterly 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: 601 shares 601$227K<0.01%newTimeline
FCNFTI CONSULTING INCQuarterly 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: 1,279 shares 1,279$226K<0.01%newTimeline
MTCHMATCH GROUP INC NEWQuarterly 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: 7,336 shares 7,336$225K<0.01%newTimeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly 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: 3,195 shares 3,195$225K<0.01%newTimeline
FQALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,036 shares; 2025Q3: 3,036 shares; 2025Q4: 3,036 shares; 2026Q1: 3,105 shares 3,105$225K<0.01%+69Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly 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: 11,528 shares; 2026Q1: 19,649 shares 19,649$225K<0.01%+8,121Timeline
COEPCOEPTIS THERAPEUTICS HLDGS IQuarterly 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: 20,000 shares 20,000$224K<0.01%newTimeline
RNGRINGCENTRAL INCQuarterly 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: 6,029 shares 6,029$224K<0.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput40,800$26.5M+7,700
QQQINVESCO QQQ TR COMput7,500$4.33M0
AAPLAPPLE INC COMput16,200$4.11M+200
LLYELI LILLY & CO COMput2,100$1.93M-200
NVDANVIDIA CORPORATION COMput10,000$1.74Mnew
MSFTMICROSOFT CORP COMput2,100$777K-200
METAMETA PLATFORMS INC COMput1,200$687K-400
CRWDCROWDSTRIKE HLDGS INC COMput1,400$547K0
TLTISHARES TR 20 YR TR BD ETFcall2,400$208K0

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KRESPDR SERIES TRUST61,000$3.95Mput
AZNASTRAZENECA PLC-SPONS ADR30,829$2.83Mshares
LQDHISHARES U S ETF TR25,463$2.38Mshares
SPYSTATE STR SPDR S&P 500 ETF T3,000$2.05Mcall
BRK-BBERKSHIRE HATHAWAY INC DEL2,600$1.31Mput
PENPENUMBRA INC3,959$1.23Mshares
CMACOMERICA INC13,783$1.2Mshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL2,506$1.12Mshares
INVESCO S&P 500 EX-RATE SENSINVESCO S&P 500 EX-RATE SENS19,838$1.07Mshares
OLLIOLLIES BARGAIN OUTLET HLDGS8,935$979Kshares
IGLBISHARES TR17,972$907Kshares
HLIHOULIHAN LOKEY INC5,002$871Kshares
CRDOCREDO TECHNOLOGY GROUP HOLDI5,403$777Kshares
DSGXDESCARTES SYS GROUP INC8,796$771Kshares
BAHBOOZ ALLEN HAMILTON HLDG COR6,029$509Kshares
AOMISHARES TR9,755$466Kshares
AUBNAUBURN NATL BANCORP15,724$424Kshares
PNFPPINNACLE FINANCIAL PARTNERS4,407$420Kshares
MBCNMIDDLEFIELD BANC CORP11,700$404Kshares
SESEA LTD2,458$314Kshares
DFEBFIRST TR EXCHNG TRADED FD VI6,500$310Kshares
HLALLISTED FDS TR4,969$308Kshares
DAYDAYFORCE INC4,330$299Kshares
EXASEXACT SCIENCES CORP2,863$291Kshares
KRCKILROY REALTY CORP7,619$285Kshares
TEAMATLASSIAN CORPORATION1,752$284Kshares
CUZCOUSINS PPTYS INC10,973$283Kshares
GILGILDAN ACTIVEWEAR INC4,400$275Kshares
CFBKCF BANKSHARES INC10,532$263Kshares
CADECADENCE BANK5,948$255Kshares
BLVVANGUARD BD INDEX FDS3,648$254Kshares
ALABASTERA LABS INC1,480$246Kshares
QTUMETF SER SOLUTIONS2,186$240Kshares
ICLRICON PUB LTD CO1,258$229Kshares
NTESNETEASE COM INC1,660$228Kshares
TRUTRANSUNION2,562$220Kshares
QIAGEN N.V.QIAGEN N.V.4,818$217Kshares
FELCFIDELITY COVINGTON TRUST5,507$210Kshares
UFPIUFP INDUSTRIES INC2,287$208Kshares
RGTIRIGETTI COMPUTING INC9,342$207Kshares
BSCQINVESCO EXCH TRD SLF IDX FD10,482$205Kshares
FCOMFIDELITY COVINGTON TRUST2,778$204Kshares
AMTMAMENTUM HOLDINGS INC6,952$202Kshares
GLOBGLOBANT S A3,071$201Kshares
CIONCION INVT CORP11,482$111Kshares
PROPPRAIRIE OPER CO10,000$16.9Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001463217-26-000002 base2026-05-15acceptance time not in the bulk data set