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Wealthfront Advisers LLC

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13F filer, CIK 1763921, Palo Alto, CA

Wealthfront Advisers LLC reported $45,560,957,730 across 1,076 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 55.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000564

Period
2026-03-31
Reported value
$45.6B
Holdings
1,076
Top 10 weight
55.81%
New
57
Sold out
33

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ITOTadded+2,761,411$393M
DGROadded+3,494,469$245M
IEMGadded+1,790,462$125M
SCHFadded+4,858,558$120M
VCITadded+1,251,320$104M

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
VIGreduced-882,045-$190M
VWOreduced-1,479,419-$80M
VEAreduced-998,618-$64M
MUBreduced-457,491-$48.6M
GBILreduced-407,914-$40.9M

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 0002085853-26-000564, largest first. % of portfolio is the value over $45,560,957,730, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NTAPNETAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,377 shares; 2024Q4: 12,586 shares; 2025Q1: 10,319 shares; 2025Q2: 13,181 shares; 2025Q3: 21,786 shares; 2025Q4: 26,697 shares; 2026Q1: 33,611 shares 33,611$3.44M0.01%+6,914Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 6,795 shares; 2025Q1: 6,343 shares; 2025Q2: 16,612 shares; 2025Q3: 25,980 shares; 2025Q4: 21,329 shares; 2026Q1: 22,503 shares 22,503$3.43M0.01%+1,174Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 8,665 shares; 2025Q1: 8,549 shares; 2025Q2: 12,540 shares; 2025Q3: 17,561 shares; 2025Q4: 24,725 shares; 2026Q1: 23,580 shares 23,580$3.41M0.01%-1,145Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,751 shares; 2024Q4: 34,267 shares; 2025Q1: 52,333 shares; 2025Q2: 38,071 shares; 2025Q3: 43,193 shares; 2025Q4: 107,333 shares; 2026Q1: 68,543 shares 68,543$3.39M0.01%-38,790Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 5,196 shares; 2025Q1: 7,960 shares; 2025Q2: 13,330 shares; 2025Q3: 18,043 shares; 2025Q4: 18,985 shares; 2026Q1: 21,389 shares 21,389$3.36M0.01%+2,404Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,247 shares; 2024Q4: 7,665 shares; 2025Q1: 7,708 shares; 2025Q2: 7,617 shares; 2025Q3: 8,293 shares; 2025Q4: 9,285 shares; 2026Q1: 9,339 shares 9,339$3.35M0.01%+54Timeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,712 shares; 2024Q4: 36,209 shares; 2025Q1: 39,032 shares; 2025Q2: 37,509 shares; 2025Q3: 38,743 shares; 2025Q4: 39,555 shares; 2026Q1: 35,424 shares 35,424$3.32M0.01%-4,131Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 941 shares; 2025Q1: 932 shares; 2025Q2: 932 shares; 2025Q3: 899 shares; 2025Q4: 921 shares; 2026Q1: 1,731 shares 1,731$3.31M0.01%+810Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,226 shares; 2024Q4: 143,640 shares; 2025Q1: 139,115 shares; 2025Q2: 144,870 shares; 2025Q3: 145,224 shares; 2025Q4: 139,063 shares; 2026Q1: 145,545 shares 145,545$3.27M0.01%+6,482Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,706 shares; 2024Q4: 9,558 shares; 2025Q1: 7,528 shares; 2025Q2: 7,988 shares; 2025Q3: 12,214 shares; 2025Q4: 15,007 shares; 2026Q1: 27,602 shares 27,602$3.26M0.01%+12,595Timeline
ACESALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,780 shares; 2024Q4: 90,629 shares; 2025Q1: 26,525 shares; 2025Q2: 96,922 shares; 2025Q3: 94,434 shares; 2025Q4: 94,918 shares; 2026Q1: 97,030 shares 97,030$3.25M0.01%+2,112Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,815 shares; 2024Q4: 26,347 shares; 2025Q1: 40,078 shares; 2025Q2: 45,693 shares; 2025Q3: 49,931 shares; 2025Q4: 51,898 shares; 2026Q1: 64,204 shares 64,204$3.25M0.01%+12,306Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,669 shares; 2025Q1: 2,036 shares; 2025Q2: 2,515 shares; 2025Q3: 4,362 shares; 2025Q4: 5,153 shares; 2026Q1: 5,352 shares 5,352$3.24M0.01%+199Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,205 shares; 2024Q4: 35,444 shares; 2025Q1: 43,591 shares; 2025Q2: 45,010 shares; 2025Q3: 55,674 shares; 2025Q4: 55,675 shares; 2026Q1: 50,839 shares 50,839$3.24M0.01%-4,836Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,851 shares; 2024Q4: 10,060 shares; 2025Q1: 9,501 shares; 2025Q2: 9,204 shares; 2025Q3: 11,530 shares; 2025Q4: 10,630 shares; 2026Q1: 12,512 shares 12,512$3.22M0.01%+1,882Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 6,426 shares; 2025Q1: 10,424 shares; 2025Q2: 11,457 shares; 2025Q3: 13,222 shares; 2025Q4: 16,462 shares; 2026Q1: 21,689 shares 21,689$3.21M0.01%+5,227Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,182 shares; 2024Q4: 32,096 shares; 2025Q1: 30,043 shares; 2025Q2: 31,308 shares; 2025Q3: 34,550 shares; 2025Q4: 41,472 shares; 2026Q1: 44,270 shares 44,270$3.18M0.01%+2,798Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,334 shares; 2024Q4: 380,893 shares; 2025Q1: 391,026 shares; 2025Q2: 381,247 shares; 2025Q3: 230,905 shares; 2025Q4: 229,790 shares; 2026Q1: 233,854 shares 233,854$3.16M0.01%+4,064Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,182 shares; 2024Q4: 26,776 shares; 2025Q1: 28,458 shares; 2025Q2: 27,738 shares; 2025Q3: 27,087 shares; 2025Q4: 20,391 shares; 2026Q1: 19,445 shares 19,445$3.16M0.01%-946Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,906 shares; 2024Q4: 24,616 shares; 2025Q1: 25,540 shares; 2025Q2: 27,047 shares; 2025Q3: 29,603 shares; 2025Q4: 29,091 shares; 2026Q1: 26,244 shares 26,244$3.14M0.01%-2,847Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,258 shares; 2024Q4: 12,814 shares; 2025Q1: 12,887 shares; 2025Q2: 13,182 shares; 2025Q3: 13,640 shares; 2025Q4: 14,112 shares; 2026Q1: 13,957 shares 13,957$3.11M0.01%-155Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,003 shares; 2024Q4: 20,381 shares; 2025Q1: 30,007 shares; 2025Q2: 30,747 shares; 2025Q3: 30,543 shares; 2025Q4: 40,221 shares; 2026Q1: 37,656 shares 37,656$3.09M0.01%-2,565Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,287 shares; 2024Q4: 26,280 shares; 2025Q1: 24,674 shares; 2025Q2: 25,627 shares; 2025Q3: 27,998 shares; 2025Q4: 30,117 shares; 2026Q1: 34,006 shares 34,006$3.08M0.01%+3,889Timeline
QQQJINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,619 shares; 2024Q4: 51,749 shares; 2025Q1: 68,035 shares; 2025Q2: 66,023 shares; 2025Q3: 70,554 shares; 2025Q4: 75,673 shares; 2026Q1: 84,278 shares 84,278$3.05M0.01%+8,605Timeline
QQNITY ELECTRONICS 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: 15,585 shares; 2026Q1: 26,375 shares 26,375$3.04M0.01%+10,790Timeline
INSMINSMED 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: 9,991 shares; 2026Q1: 18,404 shares 18,404$3.01M0.01%+8,413Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,797 shares; 2024Q4: 51,122 shares; 2025Q1: 52,987 shares; 2025Q2: 46,172 shares; 2025Q3: 46,613 shares; 2025Q4: 49,491 shares; 2026Q1: 63,242 shares 63,242$3.01M0.01%+13,751Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,049 shares; 2024Q4: 82,568 shares; 2025Q1: 117,400 shares; 2025Q2: 123,321 shares; 2025Q3: 109,028 shares; 2025Q4: 95,183 shares; 2026Q1: 56,736 shares 56,736$3M0.01%-38,447Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,605 shares; 2024Q4: 8,159 shares; 2025Q1: 19,941 shares; 2025Q2: 24,115 shares; 2025Q3: 25,015 shares; 2025Q4: 24,885 shares; 2026Q1: 27,396 shares 27,396$3M0.01%+2,511Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 12,123 shares; 2025Q1: 11,579 shares; 2025Q2: 12,325 shares; 2025Q3: 11,980 shares; 2025Q4: 17,222 shares; 2026Q1: 25,226 shares 25,226$2.99M0.01%+8,004Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 11,188 shares; 2025Q1: 9,287 shares; 2025Q2: 8,969 shares; 2025Q3: 8,384 shares; 2025Q4: 9,507 shares; 2026Q1: 9,519 shares 9,519$2.99M0.01%+12Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,584 shares; 2024Q4: 24,890 shares; 2025Q1: 50,798 shares; 2025Q2: 47,471 shares; 2025Q3: 104,968 shares; 2025Q4: 117,631 shares; 2026Q1: 103,688 shares 103,688$2.98M0.01%-13,943Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,831 shares; 2024Q4: 39,674 shares; 2025Q1: 36,445 shares; 2025Q2: 39,508 shares; 2025Q3: 36,681 shares; 2025Q4: 35,363 shares; 2026Q1: 39,992 shares 39,992$2.97M0.01%+4,629Timeline
IRINGERSOLL RAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 26,360 shares; 2025Q1: 30,661 shares; 2025Q2: 35,296 shares; 2025Q3: 36,247 shares; 2025Q4: 35,956 shares; 2026Q1: 37,099 shares 37,099$2.97M0.01%+1,143Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,309 shares; 2025Q2: 6,681 shares; 2025Q3: 7,649 shares; 2025Q4: 16,010 shares; 2026Q1: 28,172 shares 28,172$2.96M0.01%+12,162Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,849 shares; 2025Q1: 2,933 shares; 2025Q2: 2,795 shares; 2025Q3: 2,651 shares; 2025Q4: 2,866 shares; 2026Q1: 2,753 shares 2,753$2.94M0.01%-113Timeline
FOXFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,253 shares; 2025Q1: 49,421 shares; 2025Q2: 68,696 shares; 2025Q3: 57,650 shares; 2025Q4: 56,928 shares; 2026Q1: 55,184 shares 55,184$2.93M0.01%-1,744Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,129 shares; 2024Q4: 124,344 shares; 2025Q1: 151,800 shares; 2025Q2: 140,331 shares; 2025Q3: 147,962 shares; 2025Q4: 166,634 shares; 2026Q1: 184,228 shares 184,228$2.93M0.01%+17,594Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,232 shares; 2024Q4: 72,459 shares; 2025Q1: 73,262 shares; 2025Q2: 40,222 shares; 2025Q3: 47,661 shares; 2025Q4: 75,069 shares; 2026Q1: 83,377 shares 83,377$2.92M0.01%+8,308Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,102 shares; 2024Q4: 21,948 shares; 2025Q1: 25,013 shares; 2025Q2: 27,579 shares; 2025Q3: 29,662 shares; 2025Q4: 32,316 shares; 2026Q1: 36,432 shares 36,432$2.92M0.01%+4,116Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,977 shares; 2024Q4: 80,734 shares; 2025Q1: 86,109 shares; 2025Q2: 83,523 shares; 2025Q3: 103,937 shares; 2025Q4: 66,857 shares; 2026Q1: 64,053 shares 64,053$2.9M0.01%-2,804Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,648 shares; 2025Q1: 2,699 shares; 2025Q2: 2,880 shares; 2025Q3: 5,123 shares; 2025Q4: 6,384 shares; 2026Q1: 9,614 shares 9,614$2.89M0.01%+3,230Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 1,836 shares; 2025Q1: 3,785 shares; 2025Q2: 8,684 shares; 2025Q3: 11,324 shares; 2025Q4: 15,551 shares; 2026Q1: 15,679 shares 15,679$2.87M0.01%+128Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,195 shares; 2025Q1: 907 shares; 2025Q2: 1,085 shares; 2025Q3: 1,798 shares; 2025Q4: 2,960 shares; 2026Q1: 4,329 shares 4,329$2.83M0.01%+1,369Timeline
GDXJVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 5,671 shares; 2025Q1: 13,047 shares; 2025Q2: 15,568 shares; 2025Q3: 20,327 shares; 2025Q4: 18,274 shares; 2026Q1: 23,503 shares 23,503$2.82M0.01%+5,229Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,733 shares; 2024Q4: 71,015 shares; 2025Q1: 53,443 shares; 2025Q2: 50,267 shares; 2025Q3: 56,769 shares; 2025Q4: 52,651 shares; 2026Q1: 68,986 shares 68,986$2.81M0.01%+16,335Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,746 shares; 2024Q4: 19,307 shares; 2025Q1: 23,522 shares; 2025Q2: 21,296 shares; 2025Q3: 7,351 shares; 2025Q4: 13,906 shares; 2026Q1: 112,174 shares 112,174$2.79M0.01%+98,268Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,399 shares; 2024Q4: 21,456 shares; 2025Q1: 22,067 shares; 2025Q2: 18,134 shares; 2025Q3: 18,742 shares; 2025Q4: 23,026 shares; 2026Q1: 28,337 shares 28,337$2.76M0.01%+5,311Timeline
TXTTEXTRON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,174 shares; 2024Q4: 35,873 shares; 2025Q1: 36,861 shares; 2025Q2: 32,207 shares; 2025Q3: 31,863 shares; 2025Q4: 31,442 shares; 2026Q1: 31,391 shares 31,391$2.75M0.01%-51Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,512 shares; 2024Q4: 44,623 shares; 2025Q1: 56,076 shares; 2025Q2: 72,323 shares; 2025Q3: 58,298 shares; 2025Q4: 40,955 shares; 2026Q1: 30,922 shares 30,922$2.69M0.01%-10,033Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,110 shares; 2024Q4: 43,341 shares; 2025Q1: 54,000 shares; 2025Q2: 54,081 shares; 2025Q3: 54,743 shares; 2025Q4: 57,599 shares; 2026Q1: 28,874 shares 28,874$2.67M0.01%-28,725Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,992 shares; 2024Q4: 166,766 shares; 2025Q1: 158,913 shares; 2025Q2: 73,155 shares; 2025Q3: 103,908 shares; 2025Q4: 108,909 shares; 2026Q1: 150,277 shares 150,277$2.64M0.01%+41,368Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 11,345 shares; 2025Q1: 12,100 shares; 2025Q2: 22,608 shares; 2025Q3: 22,849 shares; 2025Q4: 24,458 shares; 2026Q1: 23,741 shares 23,741$2.64M0.01%-717Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,421 shares; 2025Q2: 75,155 shares; 2025Q3: 89,226 shares; 2025Q4: 80,495 shares; 2026Q1: 288,826 shares 288,826$2.64M0.01%+208,331Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,277 shares; 2024Q4: 24,858 shares; 2025Q1: 26,669 shares; 2025Q2: 19,487 shares; 2025Q3: 23,810 shares; 2025Q4: 33,328 shares; 2026Q1: 34,964 shares 34,964$2.63M0.01%+1,636Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 8,427 shares; 2025Q1: 8,432 shares; 2025Q2: 16,014 shares; 2025Q3: 22,904 shares; 2025Q4: 17,007 shares; 2026Q1: 18,678 shares 18,678$2.61M0.01%+1,671Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,492 shares; 2024Q4: 37,028 shares; 2025Q1: 14,519 shares; 2025Q2: 28,053 shares; 2025Q3: 29,859 shares; 2025Q4: 37,661 shares; 2026Q1: 41,981 shares 41,981$2.6M0.01%+4,320Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,477 shares; 2024Q4: 11,778 shares; 2025Q1: 10,237 shares; 2025Q2: 10,870 shares; 2025Q3: 11,341 shares; 2025Q4: 12,530 shares; 2026Q1: 12,002 shares 12,002$2.59M0.01%-528Timeline
ARKWARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,108 shares; 2024Q4: 18,029 shares; 2025Q1: 19,912 shares; 2025Q2: 16,652 shares; 2025Q3: 17,487 shares; 2025Q4: 18,519 shares; 2026Q1: 21,131 shares 21,131$2.55M0.01%+2,612Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,800 shares; 2024Q4: 47,837 shares; 2025Q1: 58,592 shares; 2025Q2: 56,729 shares; 2025Q3: 59,240 shares; 2025Q4: 59,944 shares; 2026Q1: 51,570 shares 51,570$2.55M0.01%-8,374Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,823 shares; 2024Q4: 46,056 shares; 2025Q1: 56,189 shares; 2025Q2: 38,998 shares; 2025Q3: 38,721 shares; 2025Q4: 54,874 shares; 2026Q1: 45,571 shares 45,571$2.54M0.01%-9,303Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 16,367 shares; 2025Q1: 17,267 shares; 2025Q2: 20,603 shares; 2025Q3: 22,949 shares; 2025Q4: 28,174 shares; 2026Q1: 28,733 shares 28,733$2.54M0.01%+559Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,130 shares; 2024Q4: 46,338 shares; 2025Q1: 58,960 shares; 2025Q2: 35,295 shares; 2025Q3: 38,423 shares; 2025Q4: 39,765 shares; 2026Q1: 36,348 shares 36,348$2.5M0.01%-3,417Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,195 shares; 2024Q4: 12,128 shares; 2025Q1: 11,333 shares; 2025Q2: 9,624 shares; 2025Q3: 10,622 shares; 2025Q4: 11,054 shares; 2026Q1: 11,730 shares 11,730$2.49M0.01%+676Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 14,461 shares; 2025Q1: 14,329 shares; 2025Q2: 14,161 shares; 2025Q3: 14,204 shares; 2025Q4: 14,141 shares; 2026Q1: 13,888 shares 13,888$2.49M0.01%-253Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,576 shares; 2024Q4: 9,033 shares; 2025Q1: 9,993 shares; 2025Q2: 12,467 shares; 2025Q3: 20,970 shares; 2025Q4: 23,468 shares; 2026Q1: 16,394 shares 16,394$2.47M0.01%-7,074Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,832 shares; 2024Q4: 23,123 shares; 2025Q1: 28,121 shares; 2025Q2: 28,004 shares; 2025Q3: 33,137 shares; 2025Q4: 39,878 shares; 2026Q1: 34,665 shares 34,665$2.47M0.01%-5,213Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,965 shares; 2024Q4: 35,723 shares; 2025Q1: 38,874 shares; 2025Q2: 36,277 shares; 2025Q3: 43,958 shares; 2025Q4: 43,255 shares; 2026Q1: 48,292 shares 48,292$2.45M0.01%+5,037Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,107 shares; 2024Q4: 14,836 shares; 2025Q1: 15,609 shares; 2025Q2: 14,191 shares; 2025Q3: 14,372 shares; 2025Q4: 17,662 shares; 2026Q1: 19,018 shares 19,018$2.44M0.01%+1,356Timeline
SDIVGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,110 shares; 2024Q4: 48,568 shares; 2025Q1: 49,677 shares; 2025Q2: 54,733 shares; 2025Q3: 46,138 shares; 2025Q4: 58,453 shares; 2026Q1: 95,789 shares 95,789$2.42M0.01%+37,336Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 1,122 shares; 2025Q1: 6,084 shares; 2025Q2: 8,358 shares; 2025Q3: 8,866 shares; 2025Q4: 5,733 shares; 2026Q1: 5,609 shares 5,609$2.38M0.01%-124Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,034 shares; 2024Q4: 29,031 shares; 2025Q1: 28,387 shares; 2025Q2: 30,231 shares; 2025Q3: 43,527 shares; 2025Q4: 45,796 shares; 2026Q1: 51,331 shares 51,331$2.37M0.01%+5,535Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 6,451 shares; 2025Q1: 6,565 shares; 2025Q2: 7,250 shares; 2025Q3: 7,417 shares; 2025Q4: 7,524 shares; 2026Q1: 8,894 shares 8,894$2.37M0.01%+1,370Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,464 shares; 2024Q4: 11,340 shares; 2025Q1: 12,287 shares; 2025Q2: 10,848 shares; 2025Q3: 13,960 shares; 2025Q4: 38,678 shares; 2026Q1: 44,534 shares 44,534$2.37M0.01%+5,856Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 8,042 shares; 2025Q1: 9,380 shares; 2025Q2: 13,630 shares; 2025Q3: 13,839 shares; 2025Q4: 12,196 shares; 2026Q1: 10,514 shares 10,514$2.36M0.01%-1,682Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,622 shares; 2024Q4: 63,680 shares; 2025Q1: 65,077 shares; 2025Q2: 79,759 shares; 2025Q3: 67,662 shares; 2025Q4: 61,083 shares; 2026Q1: 50,590 shares 50,590$2.35M0.01%-10,493Timeline
ILTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,455 shares; 2024Q4: 27,807 shares; 2025Q1: 16,578 shares; 2025Q2: 45,423 shares; 2025Q3: 42,719 shares; 2025Q4: 46,249 shares; 2026Q1: 47,846 shares 47,846$2.34M0.01%+1,597Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,507 shares; 2024Q4: 30,023 shares; 2025Q1: 31,488 shares; 2025Q2: 44,689 shares; 2025Q3: 44,249 shares; 2025Q4: 48,818 shares; 2026Q1: 59,947 shares 59,947$2.34M0.01%+11,129Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: 25,005 shares; 2025Q1: 28,251 shares; 2025Q2: 28,221 shares; 2025Q3: 31,128 shares; 2025Q4: 33,616 shares; 2026Q1: 31,091 shares 31,091$2.33M0.01%-2,525Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,140 shares; 2024Q4: 17,131 shares; 2025Q1: 17,364 shares; 2025Q2: 17,824 shares; 2025Q3: 21,370 shares; 2025Q4: 22,190 shares; 2026Q1: 20,248 shares 20,248$2.31M0.01%-1,942Timeline
OIHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,239 shares; 2025Q1: 2,526 shares; 2025Q2: 3,014 shares; 2025Q3: 2,920 shares; 2025Q4: 3,184 shares; 2026Q1: 5,672 shares 5,672$2.29M0.01%+2,488Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,042 shares; 2024Q4: 13,333 shares; 2025Q1: 12,568 shares; 2025Q2: 10,497 shares; 2025Q3: 12,056 shares; 2025Q4: 11,233 shares; 2026Q1: 12,342 shares 12,342$2.27M<0.01%+1,109Timeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 3,255 shares; 2025Q1: 3,937 shares; 2025Q2: 5,547 shares; 2025Q3: 4,602 shares; 2025Q4: 6,778 shares; 2026Q1: 7,593 shares 7,593$2.26M<0.01%+815Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,485 shares; 2024Q4: 12,266 shares; 2025Q1: 12,180 shares; 2025Q2: 11,314 shares; 2025Q3: 11,635 shares; 2025Q4: 11,758 shares; 2026Q1: 9,660 shares 9,660$2.26M<0.01%-2,098Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 11,666 shares; 2025Q1: 7,745 shares; 2025Q2: 10,260 shares; 2025Q3: 11,211 shares; 2025Q4: 12,895 shares; 2026Q1: 13,235 shares 13,235$2.23M<0.01%+340Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 9,862 shares; 2025Q1: 11,318 shares; 2025Q2: 11,356 shares; 2025Q3: 13,352 shares; 2025Q4: 13,979 shares; 2026Q1: 14,025 shares 14,025$2.21M<0.01%+46Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 5,246 shares; 2025Q1: 6,624 shares; 2025Q2: 10,635 shares; 2025Q3: 10,206 shares; 2025Q4: 8,157 shares; 2026Q1: 8,830 shares 8,830$2.19M<0.01%+673Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,491 shares; 2024Q4: 4,014 shares; 2025Q1: 4,310 shares; 2025Q2: 2,946 shares; 2025Q3: 6,949 shares; 2025Q4: 11,989 shares; 2026Q1: 12,824 shares 12,824$2.19M<0.01%+835Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,242 shares; 2024Q4: 28,632 shares; 2025Q1: 28,200 shares; 2025Q2: 26,845 shares; 2025Q3: 22,077 shares; 2025Q4: 22,059 shares; 2026Q1: 22,541 shares 22,541$2.18M<0.01%+482Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,604 shares; 2024Q4: 46,588 shares; 2025Q1: 50,337 shares; 2025Q2: 48,395 shares; 2025Q3: 51,687 shares; 2025Q4: 55,993 shares; 2026Q1: 57,154 shares 57,154$2.17M<0.01%+1,161Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,963 shares; 2024Q4: 93,063 shares; 2025Q1: 102,966 shares; 2025Q2: 106,862 shares; 2025Q3: 116,215 shares; 2025Q4: 120,006 shares; 2026Q1: 105,544 shares 105,544$2.15M<0.01%-14,462Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,194 shares; 2024Q4: 87,618 shares; 2025Q1: 87,003 shares; 2025Q2: 85,249 shares; 2025Q3: 85,723 shares; 2025Q4: 86,224 shares; 2026Q1: 87,376 shares 87,376$2.12M<0.01%+1,152Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 826 shares; 2025Q1: 805 shares; 2025Q2: 1,115 shares; 2025Q3: 1,247 shares; 2025Q4: 1,715 shares; 2026Q1: 1,679 shares 1,679$2.12M<0.01%-36Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 11,166 shares; 2025Q1: 10,051 shares; 2025Q2: 11,530 shares; 2025Q3: 12,182 shares; 2025Q4: 14,151 shares; 2026Q1: 16,141 shares 16,141$2.06M<0.01%+1,990Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 2,853 shares; 2025Q1: 6,643 shares; 2025Q2: 4,309 shares; 2025Q3: 6,152 shares; 2025Q4: 11,424 shares; 2026Q1: 13,684 shares 13,684$2.05M<0.01%+2,260Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,770 shares; 2024Q4: 9,544 shares; 2025Q1: 18,898 shares; 2025Q2: 21,494 shares; 2025Q3: 31,914 shares; 2025Q4: 37,632 shares; 2026Q1: 41,849 shares 41,849$2.05M<0.01%+4,217Timeline
SPYMSPDR 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: 3,167 shares; 2025Q3: 11,420 shares; 2025Q4: 18,007 shares; 2026Q1: 26,707 shares 26,707$2.04M<0.01%+8,700Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,811 shares; 2024Q4: 20,286 shares; 2025Q1: 21,286 shares; 2025Q2: 21,587 shares; 2025Q3: 32,011 shares; 2025Q4: 36,488 shares; 2026Q1: 40,507 shares 40,507$2.03M<0.01%+4,019Timeline
LDOSLEIDOS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,782 shares; 2024Q4: 17,587 shares; 2025Q1: 10,357 shares; 2025Q2: 12,273 shares; 2025Q3: 13,771 shares; 2025Q4: 13,493 shares; 2026Q1: 13,035 shares 13,035$2.03M<0.01%-458Timeline
SGOLETFS GOLD 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: 18,019 shares; 2025Q4: 34,759 shares; 2026Q1: 44,616 shares 44,616$1.99M<0.01%+9,857Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 3,319 shares; 2025Q1: 3,710 shares; 2025Q2: 8,065 shares; 2025Q3: 10,910 shares; 2025Q4: 11,432 shares; 2026Q1: 18,662 shares 18,662$1.99M<0.01%+7,230Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,635 shares; 2024Q4: 27,633 shares; 2025Q1: 26,855 shares; 2025Q2: 27,081 shares; 2025Q3: 26,366 shares; 2025Q4: 25,322 shares; 2026Q1: 25,877 shares 25,877$1.96M<0.01%+555Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,395 shares; 2024Q4: 54,208 shares; 2025Q1: 57,536 shares; 2025Q2: 54,773 shares; 2025Q3: 64,433 shares; 2025Q4: 58,434 shares; 2026Q1: 31,741 shares 31,741$1.95M<0.01%-26,693Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,005 shares; 2024Q4: 4,332 shares; 2025Q1: 4,511 shares; 2025Q2: 4,031 shares; 2025Q3: 4,236 shares; 2025Q4: 4,953 shares; 2026Q1: 7,914 shares 7,914$1.94M<0.01%+2,961Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,494 shares; 2024Q4: 10,740 shares; 2025Q1: 10,963 shares; 2025Q2: 14,757 shares; 2025Q3: 16,801 shares; 2025Q4: 34,219 shares; 2026Q1: 77,115 shares 77,115$1.94M<0.01%+42,896Timeline
VEGNETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,125 shares; 2024Q4: 56,186 shares; 2025Q1: 33,945 shares; 2025Q2: 31,029 shares; 2025Q3: 32,539 shares; 2025Q4: 34,693 shares; 2026Q1: 34,237 shares 34,237$1.93M<0.01%-456Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,625 shares; 2024Q4: 12,216 shares; 2025Q1: 10,730 shares; 2025Q2: 12,181 shares; 2025Q3: 12,401 shares; 2025Q4: 11,971 shares; 2026Q1: 13,145 shares 13,145$1.92M<0.01%+1,174Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,698 shares; 2024Q4: 35,258 shares; 2025Q1: 31,533 shares; 2025Q2: 39,490 shares; 2025Q3: 39,886 shares; 2025Q4: 44,639 shares; 2026Q1: 56,290 shares 56,290$1.91M<0.01%+11,651Timeline
HPEHEWLETT PACKARD ENTERPRISE CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,586 shares; 2024Q4: 55,128 shares; 2025Q1: 55,101 shares; 2025Q2: 69,976 shares; 2025Q3: 72,494 shares; 2025Q4: 78,372 shares; 2026Q1: 79,857 shares 79,857$1.9M<0.01%+1,485Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,639 shares; 2024Q4: 13,538 shares; 2025Q1: 15,257 shares; 2025Q2: 18,417 shares; 2025Q3: 21,781 shares; 2025Q4: 27,819 shares; 2026Q1: 42,284 shares 42,284$1.9M<0.01%+14,465Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,461 shares; 2024Q4: 116,195 shares; 2025Q1: 112,771 shares; 2025Q2: 110,454 shares; 2025Q3: 108,097 shares; 2025Q4: 106,612 shares; 2026Q1: 103,943 shares 103,943$1.88M<0.01%-2,669Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,132 shares; 2024Q4: 12,561 shares; 2025Q1: 16,670 shares; 2025Q2: 15,521 shares; 2025Q3: 19,263 shares; 2025Q4: 22,168 shares; 2026Q1: 22,135 shares 22,135$1.88M<0.01%-33Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,694 shares; 2024Q4: 16,365 shares; 2025Q1: 16,652 shares; 2025Q2: 16,983 shares; 2025Q3: 15,805 shares; 2025Q4: 33,436 shares; 2026Q1: 36,976 shares 36,976$1.87M<0.01%+3,540Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6,772 shares; 2025Q1: 8,818 shares; 2025Q2: 10,648 shares; 2025Q3: 8,136 shares; 2025Q4: 8,317 shares; 2026Q1: 9,534 shares 9,534$1.87M<0.01%+1,217Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 581 shares; 2026Q1: 1,414 shares 1,414$1.87M<0.01%+833Timeline
MLPAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,115 shares; 2024Q4: 20,232 shares; 2025Q1: 22,049 shares; 2025Q2: 21,405 shares; 2025Q3: 24,097 shares; 2025Q4: 31,531 shares; 2026Q1: 34,571 shares 34,571$1.86M<0.01%+3,040Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,026 shares; 2024Q4: 33,095 shares; 2025Q1: 35,275 shares; 2025Q2: 37,332 shares; 2025Q3: 41,033 shares; 2025Q4: 38,367 shares; 2026Q1: 39,836 shares 39,836$1.82M<0.01%+1,469Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,292 shares; 2024Q4: 7,189 shares; 2025Q1: 8,193 shares; 2025Q2: 6,896 shares; 2025Q3: 7,597 shares; 2025Q4: 6,233 shares; 2026Q1: 8,047 shares 8,047$1.81M<0.01%+1,814Timeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,025 shares; 2024Q4: 27,616 shares; 2025Q1: 35,865 shares; 2025Q2: 32,648 shares; 2025Q3: 46,426 shares; 2025Q4: 45,525 shares; 2026Q1: 52,332 shares 52,332$1.8M<0.01%+6,807Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,019 shares; 2024Q4: 82,599 shares; 2025Q1: 113,142 shares; 2025Q2: 117,423 shares; 2025Q3: 102,491 shares; 2025Q4: 88,465 shares; 2026Q1: 27,997 shares 27,997$1.8M<0.01%-60,468Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,148 shares; 2024Q4: 14,620 shares; 2025Q1: 20,721 shares; 2025Q2: 17,876 shares; 2025Q3: 24,370 shares; 2025Q4: 25,572 shares; 2026Q1: 23,872 shares 23,872$1.78M<0.01%-1,700Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,713 shares; 2025Q1: 70,509 shares; 2025Q2: 67,885 shares; 2025Q3: 64,130 shares; 2025Q4: 61,048 shares; 2026Q1: 59,336 shares 59,336$1.78M<0.01%-1,712Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,545 shares; 2024Q4: 77,643 shares; 2025Q1: 75,065 shares; 2025Q2: 74,716 shares; 2025Q3: 75,158 shares; 2025Q4: 73,958 shares; 2026Q1: 72,478 shares 72,478$1.75M<0.01%-1,480Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,989 shares; 2024Q4: 12,016 shares; 2025Q1: 12,642 shares; 2025Q2: 13,095 shares; 2025Q3: 13,341 shares; 2025Q4: 12,602 shares; 2026Q1: 13,301 shares 13,301$1.73M<0.01%+699Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,155 shares; 2024Q4: 119,040 shares; 2025Q1: 113,368 shares; 2025Q2: 91,337 shares; 2025Q3: 103,704 shares; 2025Q4: 78,913 shares; 2026Q1: 372,961 shares 372,961$1.72M<0.01%+294,048Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,832 shares; 2024Q4: 11,759 shares; 2025Q1: 11,701 shares; 2025Q2: 11,564 shares; 2025Q3: 11,493 shares; 2025Q4: 11,281 shares; 2026Q1: 11,145 shares 11,145$1.71M<0.01%-136Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,515 shares; 2024Q4: 39,622 shares; 2025Q1: 43,306 shares; 2025Q2: 36,133 shares; 2025Q3: 36,179 shares; 2025Q4: 34,855 shares; 2026Q1: 21,913 shares 21,913$1.69M<0.01%-12,942Timeline
EINCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 16,144 shares; 2025Q1: 16,110 shares; 2025Q2: 16,681 shares; 2025Q3: 17,822 shares; 2025Q4: 15,184 shares; 2026Q1: 14,182 shares 14,182$1.67M<0.01%-1,002Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,958 shares; 2024Q4: 21,882 shares; 2025Q1: 24,271 shares; 2025Q2: 29,778 shares; 2025Q3: 28,475 shares; 2025Q4: 37,548 shares; 2026Q1: 41,712 shares 41,712$1.63M<0.01%+4,164Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 5,298 shares; 2025Q1: 5,384 shares; 2025Q2: 5,418 shares; 2025Q3: 5,100 shares; 2025Q4: 5,226 shares; 2026Q1: 4,529 shares 4,529$1.62M<0.01%-697Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,269 shares; 2024Q4: 25,535 shares; 2025Q1: 24,876 shares; 2025Q2: 38,533 shares; 2025Q3: 42,925 shares; 2025Q4: 48,767 shares; 2026Q1: 28,553 shares 28,553$1.61M<0.01%-20,214Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,022 shares; 2024Q4: 63,516 shares; 2025Q1: 63,226 shares; 2025Q2: 62,101 shares; 2025Q3: 61,804 shares; 2025Q4: 61,646 shares; 2026Q1: 63,325 shares 63,325$1.61M<0.01%+1,679Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,681 shares; 2024Q4: 6,630 shares; 2025Q1: 5,513 shares; 2025Q2: 7,689 shares; 2025Q3: 7,715 shares; 2025Q4: 11,790 shares; 2026Q1: 16,798 shares 16,798$1.6M<0.01%+5,008Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,198 shares; 2024Q4: 33,064 shares; 2025Q1: 17,043 shares; 2025Q2: 35,402 shares; 2025Q3: 35,141 shares; 2025Q4: 34,388 shares; 2026Q1: 34,498 shares 34,498$1.6M<0.01%+110Timeline
BLOKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,561 shares; 2024Q4: 28,578 shares; 2025Q1: 34,773 shares; 2025Q2: 38,473 shares; 2025Q3: 51,297 shares; 2025Q4: 50,532 shares; 2026Q1: 32,163 shares 32,163$1.6M<0.01%-18,369Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 22,332 shares; 2025Q1: 34,340 shares; 2025Q2: 22,907 shares; 2025Q3: 22,075 shares; 2025Q4: 14,565 shares; 2026Q1: 14,909 shares 14,909$1.59M<0.01%+344Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6,594 shares; 2025Q1: 12,005 shares; 2025Q2: 13,231 shares; 2025Q3: 17,272 shares; 2025Q4: 18,639 shares; 2026Q1: 19,775 shares 19,775$1.59M<0.01%+1,136Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,917 shares; 2025Q1: 13,000 shares; 2025Q2: 12,605 shares; 2025Q3: 7,863 shares; 2025Q4: 13,594 shares; 2026Q1: 16,804 shares 16,804$1.56M<0.01%+3,210Timeline
BBJPJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,507 shares; 2024Q4: 9,883 shares; 2025Q1: 11,719 shares; 2025Q2: 16,597 shares; 2025Q3: 16,973 shares; 2025Q4: 21,244 shares; 2026Q1: 22,572 shares 22,572$1.56M<0.01%+1,328Timeline
FXRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,024 shares; 2024Q4: 8,844 shares; 2025Q1: 8,163 shares; 2025Q2: 10,524 shares; 2025Q3: 9,851 shares; 2025Q4: 11,893 shares; 2026Q1: 18,983 shares 18,983$1.55M<0.01%+7,090Timeline
EWYISHARES 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: 4,061 shares; 2026Q1: 12,566 shares 12,566$1.55M<0.01%+8,505Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206 shares; 2024Q4: 207 shares; 2025Q1: 201 shares; 2025Q2: 277 shares; 2025Q3: 273 shares; 2025Q4: 253 shares; 2026Q1: 234 shares 234$1.54M<0.01%-19Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,378 shares; 2025Q1: 69,459 shares; 2025Q2: 54,576 shares; 2025Q3: 51,706 shares; 2025Q4: 76,033 shares; 2026Q1: 67,199 shares 67,199$1.53M<0.01%-8,834Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,463 shares; 2025Q1: 9,992 shares; 2025Q2: 6,883 shares; 2025Q3: 27,828 shares; 2025Q4: 27,133 shares; 2026Q1: 12,065 shares 12,065$1.52M<0.01%-15,068Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,717 shares; 2025Q1: 6,456 shares; 2025Q2: 6,839 shares; 2025Q3: 7,430 shares; 2025Q4: 8,088 shares; 2026Q1: 8,153 shares 8,153$1.51M<0.01%+65Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,274 shares; 2024Q4: 9,871 shares; 2025Q1: 9,820 shares; 2025Q2: 6,847 shares; 2025Q3: 8,368 shares; 2025Q4: 7,907 shares; 2026Q1: 9,295 shares 9,295$1.5M<0.01%+1,388Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,025 shares; 2024Q4: 21,592 shares; 2025Q1: 20,447 shares; 2025Q2: 28,750 shares; 2025Q3: 26,673 shares; 2025Q4: 31,886 shares; 2026Q1: 30,262 shares 30,262$1.5M<0.01%-1,624Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,938 shares; 2024Q4: 17,128 shares; 2025Q1: 20,070 shares; 2025Q2: 25,881 shares; 2025Q3: 24,786 shares; 2025Q4: 28,486 shares; 2026Q1: 30,133 shares 30,133$1.5M<0.01%+1,647Timeline
FALNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,559 shares; 2024Q4: 37,746 shares; 2025Q1: 24,868 shares; 2025Q2: 31,119 shares; 2025Q3: 37,441 shares; 2025Q4: 37,100 shares; 2026Q1: 56,007 shares 56,007$1.5M<0.01%+18,907Timeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,016 shares; 2024Q4: 19,428 shares; 2025Q1: 19,472 shares; 2025Q2: 24,602 shares; 2025Q3: 28,411 shares; 2025Q4: 30,518 shares; 2026Q1: 31,218 shares 31,218$1.48M<0.01%+700Timeline
CRWVCOREWEAVE 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: 11,011 shares; 2026Q1: 18,905 shares 18,905$1.46M<0.01%+7,894Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,280 shares; 2024Q4: 12,991 shares; 2025Q1: 12,679 shares; 2025Q2: 12,828 shares; 2025Q3: 10,911 shares; 2025Q4: 9,231 shares; 2026Q1: 9,224 shares 9,224$1.46M<0.01%-7Timeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 11,340 shares; 2025Q1: 12,892 shares; 2025Q2: 23,873 shares; 2025Q3: 30,429 shares; 2025Q4: 40,668 shares; 2026Q1: 32,463 shares 32,463$1.44M<0.01%-8,205Timeline
ARKGARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,253 shares; 2024Q4: 43,246 shares; 2025Q1: 45,523 shares; 2025Q2: 45,019 shares; 2025Q3: 49,645 shares; 2025Q4: 51,847 shares; 2026Q1: 54,391 shares 54,391$1.44M<0.01%+2,544Timeline
JMOMJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,419 shares; 2024Q4: 19,149 shares; 2025Q1: 17,834 shares; 2025Q2: 19,347 shares; 2025Q3: 19,245 shares; 2025Q4: 17,918 shares; 2026Q1: 21,103 shares 21,103$1.43M<0.01%+3,185Timeline
PXHINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,976 shares; 2024Q4: 31,755 shares; 2025Q1: 29,559 shares; 2025Q2: 23,679 shares; 2025Q3: 23,216 shares; 2025Q4: 29,237 shares; 2026Q1: 53,078 shares 53,078$1.43M<0.01%+23,841Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 5,858 shares; 2025Q1: 6,114 shares; 2025Q2: 6,545 shares; 2025Q3: 7,950 shares; 2025Q4: 8,630 shares; 2026Q1: 7,116 shares 7,116$1.41M<0.01%-1,514Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,618 shares; 2024Q4: 27,939 shares; 2025Q1: 24,306 shares; 2025Q2: 25,712 shares; 2025Q3: 26,307 shares; 2025Q4: 25,626 shares; 2026Q1: 26,570 shares 26,570$1.41M<0.01%+944Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 5,857 shares; 2025Q1: 7,321 shares; 2025Q2: 7,958 shares; 2025Q3: 8,263 shares; 2025Q4: 8,677 shares; 2026Q1: 7,824 shares 7,824$1.41M<0.01%-853Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 4,914 shares; 2025Q1: 4,600 shares; 2025Q2: 4,303 shares; 2025Q3: 4,509 shares; 2025Q4: 4,278 shares; 2026Q1: 5,671 shares 5,671$1.41M<0.01%+1,393Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,274 shares; 2024Q4: 11,027 shares; 2025Q1: 9,562 shares; 2025Q2: 9,500 shares; 2025Q3: 10,757 shares; 2025Q4: 9,680 shares; 2026Q1: 11,624 shares 11,624$1.4M<0.01%+1,944Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,947 shares; 2024Q4: 24,106 shares; 2025Q1: 19,802 shares; 2025Q2: 220,029 shares; 2025Q3: 456,666 shares; 2025Q4: 689,641 shares; 2026Q1: 61,097 shares 61,097$1.38M<0.01%-628,544Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 4,680 shares; 2025Q1: 3,571 shares; 2025Q2: 2,707 shares; 2025Q3: 4,472 shares; 2025Q4: 5,479 shares; 2026Q1: 5,503 shares 5,503$1.38M<0.01%+24Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,781 shares; 2025Q1: 3,832 shares; 2025Q2: 7,771 shares; 2025Q3: 8,141 shares; 2025Q4: 7,631 shares; 2026Q1: 13,572 shares 13,572$1.36M<0.01%+5,941Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,218 shares; 2024Q4: 1,879 shares; 2025Q1: 2,883 shares; 2025Q2: 4,752 shares; 2025Q3: 5,580 shares; 2025Q4: 6,362 shares; 2026Q1: 6,167 shares 6,167$1.36M<0.01%-195Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,340 shares; 2024Q4: 43,076 shares; 2025Q1: 60,654 shares; 2025Q2: 57,423 shares; 2025Q3: 42,513 shares; 2025Q4: 58,956 shares; 2026Q1: 55,812 shares 55,812$1.36M<0.01%-3,144Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,577 shares; 2024Q4: 15,990 shares; 2025Q1: 15,853 shares; 2025Q2: 26,708 shares; 2025Q3: 18,856 shares; 2025Q4: 19,202 shares; 2026Q1: 27,531 shares 27,531$1.33M<0.01%+8,329Timeline
NOVNOV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,883 shares; 2024Q4: 102,021 shares; 2025Q1: 98,168 shares; 2025Q2: 78,365 shares; 2025Q3: 74,233 shares; 2025Q4: 72,443 shares; 2026Q1: 70,912 shares 70,912$1.33M<0.01%-1,531Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,278 shares; 2024Q4: 26,833 shares; 2025Q1: 9,524 shares; 2025Q2: 10,546 shares; 2025Q3: 10,889 shares; 2025Q4: 15,464 shares; 2026Q1: 21,036 shares 21,036$1.32M<0.01%+5,572Timeline
BBHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 5,797 shares; 2025Q1: 7,252 shares; 2025Q2: 5,945 shares; 2025Q3: 5,391 shares; 2025Q4: 5,513 shares; 2026Q1: 7,004 shares 7,004$1.32M<0.01%+1,491Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,257 shares; 2024Q4: 41,741 shares; 2025Q1: 41,404 shares; 2025Q2: 21,000 shares; 2025Q3: 20,233 shares; 2025Q4: 20,865 shares; 2026Q1: 29,057 shares 29,057$1.31M<0.01%+8,192Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,797 shares; 2024Q4: 9,858 shares; 2025Q1: 9,853 shares; 2025Q2: 10,513 shares; 2025Q3: 19,544 shares; 2025Q4: 14,366 shares; 2026Q1: 8,039 shares 8,039$1.31M<0.01%-6,327Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 13,327 shares; 2025Q1: 14,217 shares; 2025Q2: 13,608 shares; 2025Q3: 6,304 shares; 2025Q4: 14,434 shares; 2026Q1: 17,732 shares 17,732$1.29M<0.01%+3,298Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 2,533 shares; 2025Q1: 2,601 shares; 2025Q2: 2,300 shares; 2025Q3: 2,400 shares; 2025Q4: 2,245 shares; 2026Q1: 4,105 shares 4,105$1.28M<0.01%+1,860Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,116 shares; 2025Q1: 988 shares; 2025Q2: 963 shares; 2025Q3: 1,171 shares; 2025Q4: 1,439 shares; 2026Q1: 1,718 shares 1,718$1.27M<0.01%+279Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,696 shares; 2024Q4: 21,793 shares; 2025Q1: 23,308 shares; 2025Q2: 22,156 shares; 2025Q3: 4,628 shares; 2025Q4: 4,181 shares; 2026Q1: 5,861 shares 5,861$1.27M<0.01%+1,680Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,418 shares; 2024Q4: 20,635 shares; 2025Q1: 26,269 shares; 2025Q2: 32,881 shares; 2025Q3: 20,183 shares; 2025Q4: 31,893 shares; 2026Q1: 26,791 shares 26,791$1.26M<0.01%-5,102Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,227 shares; 2024Q4: 28,082 shares; 2025Q1: 25,630 shares; 2025Q2: 24,802 shares; 2025Q3: 20,221 shares; 2025Q4: 21,486 shares; 2026Q1: 20,416 shares 20,416$1.25M<0.01%-1,070Timeline
RDDTREDDIT 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: 2,047 shares; 2025Q3: 4,067 shares; 2025Q4: 14,231 shares; 2026Q1: 9,294 shares 9,294$1.25M<0.01%-4,937Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,524 shares; 2025Q1: 3,464 shares; 2025Q2: 4,819 shares; 2025Q3: 5,940 shares; 2025Q4: 6,687 shares; 2026Q1: 6,327 shares 6,327$1.25M<0.01%-360Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,678 shares; 2025Q1: 5,246 shares; 2025Q2: 5,172 shares; 2025Q3: 5,995 shares; 2025Q4: 6,959 shares; 2026Q1: 10,689 shares 10,689$1.24M<0.01%+3,730Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,973 shares; 2024Q4: 33,105 shares; 2025Q1: 32,048 shares; 2025Q2: 31,491 shares; 2025Q3: 31,169 shares; 2025Q4: 30,469 shares; 2026Q1: 29,747 shares 29,747$1.23M<0.01%-722Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,039 shares; 2024Q4: 5,197 shares; 2025Q1: 5,831 shares; 2025Q2: 4,834 shares; 2025Q3: 5,679 shares; 2025Q4: 5,839 shares; 2026Q1: 5,074 shares 5,074$1.23M<0.01%-765Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,983 shares; 2024Q4: 4,712 shares; 2025Q1: 5,751 shares; 2025Q2: 7,920 shares; 2025Q3: 7,270 shares; 2025Q4: 7,571 shares; 2026Q1: 8,371 shares 8,371$1.22M<0.01%+800Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,214 shares; 2024Q4: 13,542 shares; 2025Q1: 17,412 shares; 2025Q2: 21,517 shares; 2025Q3: 23,935 shares; 2025Q4: 19,776 shares; 2026Q1: 18,431 shares 18,431$1.22M<0.01%-1,345Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,903 shares; 2024Q4: 9,203 shares; 2025Q1: 9,112 shares; 2025Q2: 9,341 shares; 2025Q3: 9,309 shares; 2025Q4: 9,177 shares; 2026Q1: 7,422 shares 7,422$1.21M<0.01%-1,755Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 2,773 shares; 2025Q1: 3,803 shares; 2025Q2: 4,877 shares; 2025Q3: 9,270 shares; 2025Q4: 9,655 shares; 2026Q1: 13,261 shares 13,261$1.2M<0.01%+3,606Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,879 shares; 2024Q4: 15,347 shares; 2025Q1: 21,270 shares; 2025Q2: 48,431 shares; 2025Q3: 50,318 shares; 2025Q4: 67,618 shares; 2026Q1: 66,422 shares 66,422$1.2M<0.01%-1,196Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 7,583 shares; 2025Q1: 11,493 shares; 2025Q2: 19,312 shares; 2025Q3: 24,868 shares; 2025Q4: 27,013 shares; 2026Q1: 31,064 shares 31,064$1.19M<0.01%+4,051Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,865 shares; 2024Q4: 82,411 shares; 2025Q1: 79,971 shares; 2025Q2: 74,027 shares; 2025Q3: 71,448 shares; 2025Q4: 65,192 shares; 2026Q1: 63,632 shares 63,632$1.19M<0.01%-1,560Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 9,307 shares; 2025Q1: 8,690 shares; 2025Q2: 10,941 shares; 2025Q3: 15,073 shares; 2025Q4: 14,815 shares; 2026Q1: 27,476 shares 27,476$1.19M<0.01%+12,661Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,273 shares; 2025Q1: 19,259 shares; 2025Q2: 18,655 shares; 2025Q3: 16,971 shares; 2025Q4: 16,605 shares; 2026Q1: 16,955 shares 16,955$1.18M<0.01%+350Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,576 shares; 2024Q4: 3,906 shares; 2025Q1: 3,760 shares; 2025Q2: 4,174 shares; 2025Q3: 4,033 shares; 2025Q4: 6,028 shares; 2026Q1: 6,093 shares 6,093$1.17M<0.01%+65Timeline
CPTLGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,639 shares; 2024Q4: 23,761 shares; 2025Q1: 18,102 shares; 2025Q2: 20,151 shares; 2025Q3: 25,314 shares; 2025Q4: 27,059 shares; 2026Q1: 28,058 shares 28,058$1.17M<0.01%+999Timeline
POWRISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,322 shares; 2024Q4: 44,437 shares; 2025Q1: 32,521 shares; 2025Q2: 37,312 shares; 2025Q3: 35,235 shares; 2025Q4: 45,966 shares; 2026Q1: 44,374 shares 44,374$1.16M<0.01%-1,592Timeline
IFGLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,647 shares; 2025Q1: 13,439 shares; 2025Q2: 14,055 shares; 2025Q3: 14,839 shares; 2025Q4: 22,288 shares; 2026Q1: 52,026 shares 52,026$1.16M<0.01%+29,738Timeline
JBHTHUNT J B TRANS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,156 shares; 2025Q1: 2,944 shares; 2025Q2: 6,465 shares; 2025Q3: 4,611 shares; 2025Q4: 5,097 shares; 2026Q1: 5,439 shares 5,439$1.15M<0.01%+342Timeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,637 shares; 2025Q1: 2,008 shares; 2025Q2: 2,808 shares; 2025Q3: 2,892 shares; 2025Q4: 3,792 shares; 2026Q1: 3,931 shares 3,931$1.14M<0.01%+139Timeline
NACPTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,963 shares; 2024Q4: 24,596 shares; 2025Q1: 25,433 shares; 2025Q2: 25,101 shares; 2025Q3: 23,240 shares; 2025Q4: 23,692 shares; 2026Q1: 23,584 shares 23,584$1.14M<0.01%-108Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,471 shares; 2024Q4: 26,510 shares; 2025Q1: 13,915 shares; 2025Q2: 7,876 shares; 2025Q3: 7,946 shares; 2025Q4: 7,493 shares; 2026Q1: 8,751 shares 8,751$1.14M<0.01%+1,258Timeline
SPYGSPDR 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: 2,582 shares; 2025Q3: 8,540 shares; 2025Q4: 9,127 shares; 2026Q1: 11,393 shares 11,393$1.12M<0.01%+2,266Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,210 shares; 2025Q1: 10,285 shares; 2025Q2: 9,956 shares; 2025Q3: 8,401 shares; 2025Q4: 16,634 shares; 2026Q1: 22,229 shares 22,229$1.11M<0.01%+5,595Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 7,187 shares; 2025Q1: 8,207 shares; 2025Q2: 8,774 shares; 2025Q3: 9,144 shares; 2025Q4: 9,713 shares; 2026Q1: 9,961 shares 9,961$1.11M<0.01%+248Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 8,693 shares; 2025Q1: 9,282 shares; 2025Q2: 10,223 shares; 2025Q3: 15,539 shares; 2025Q4: 13,332 shares; 2026Q1: 16,115 shares 16,115$1.08M<0.01%+2,783Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,516 shares; 2024Q4: 28,117 shares; 2025Q1: 34,929 shares; 2025Q2: 25,121 shares; 2025Q3: 29,527 shares; 2025Q4: 34,899 shares; 2026Q1: 33,280 shares 33,280$1.08M<0.01%-1,619Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,143 shares; 2024Q4: 10,812 shares; 2025Q1: 10,326 shares; 2025Q2: 9,956 shares; 2025Q3: 10,441 shares; 2025Q4: 10,452 shares; 2026Q1: 14,343 shares 14,343$1.08M<0.01%+3,891Timeline
SGDJSPROTT ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,002 shares; 2025Q2: 7,766 shares; 2025Q3: 6,704 shares; 2025Q4: 9,238 shares; 2026Q1: 12,397 shares 12,397$1.07M<0.01%+3,159Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,846 shares; 2025Q1: not reported; 2025Q2: 4,673 shares; 2025Q3: 7,474 shares; 2025Q4: 8,354 shares; 2026Q1: 10,849 shares 10,849$1.06M<0.01%+2,495Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 7,146 shares; 2025Q1: 6,624 shares; 2025Q2: 6,781 shares; 2025Q3: 6,490 shares; 2025Q4: 10,051 shares; 2026Q1: 9,725 shares 9,725$1.06M<0.01%-326Timeline
AOSSMITH A O CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,545 shares; 2024Q4: 16,517 shares; 2025Q1: 16,895 shares; 2025Q2: 16,051 shares; 2025Q3: 16,180 shares; 2025Q4: 16,229 shares; 2026Q1: 15,817 shares 15,817$1.04M<0.01%-412Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,911 shares; 2024Q4: 12,750 shares; 2025Q1: 31,018 shares; 2025Q2: 18,887 shares; 2025Q3: 17,448 shares; 2025Q4: 13,736 shares; 2026Q1: 20,244 shares 20,244$1.03M<0.01%+6,508Timeline
FEZSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,215 shares; 2025Q2: 12,873 shares; 2025Q3: 13,518 shares; 2025Q4: 16,211 shares; 2026Q1: 16,557 shares 16,557$1.03M<0.01%+346Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,512 shares; 2024Q4: 4,225 shares; 2025Q1: 6,706 shares; 2025Q2: 6,191 shares; 2025Q3: 6,172 shares; 2025Q4: 4,835 shares; 2026Q1: 5,830 shares 5,830$1.02M<0.01%+995Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,410 shares; 2024Q4: 7,665 shares; 2025Q1: 5,933 shares; 2025Q2: 2,267 shares; 2025Q3: 5,977 shares; 2025Q4: 9,947 shares; 2026Q1: 6,655 shares 6,655$1.02M<0.01%-3,292Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,350 shares; 2024Q4: 5,845 shares; 2025Q1: 3,083 shares; 2025Q2: 3,355 shares; 2025Q3: 4,239 shares; 2025Q4: 5,645 shares; 2026Q1: 5,637 shares 5,637$1.01M<0.01%-8Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,551 shares; 2024Q4: 5,780 shares; 2025Q1: 6,670 shares; 2025Q2: 6,788 shares; 2025Q3: 8,297 shares; 2025Q4: 10,734 shares; 2026Q1: 7,166 shares 7,166$1.01M<0.01%-3,568Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,615 shares; 2024Q4: 20,080 shares; 2025Q1: 12,896 shares; 2025Q2: 6,256 shares; 2025Q3: 5,462 shares; 2025Q4: 6,097 shares; 2026Q1: 5,774 shares 5,774$1M<0.01%-323Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 5,891 shares; 2025Q1: 4,974 shares; 2025Q2: 7,762 shares; 2025Q3: 7,878 shares; 2025Q4: 5,738 shares; 2026Q1: 4,768 shares 4,768$1M<0.01%-970Timeline
APLDAPPLIED DIGITAL 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: 12,256 shares; 2025Q3: 38,678 shares; 2025Q4: 36,904 shares; 2026Q1: 41,542 shares 41,542$986K<0.01%+4,638Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,009 shares; 2024Q4: 12,223 shares; 2025Q1: 6,371 shares; 2025Q2: 8,734 shares; 2025Q3: 8,374 shares; 2025Q4: 8,250 shares; 2026Q1: 7,961 shares 7,961$981K<0.01%-289Timeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,669 shares; 2024Q4: 12,624 shares; 2025Q1: 9,671 shares; 2025Q2: 8,555 shares; 2025Q3: 8,340 shares; 2025Q4: 9,114 shares; 2026Q1: 13,825 shares 13,825$966K<0.01%+4,711Timeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,177 shares; 2024Q4: 42,398 shares; 2025Q1: 43,906 shares; 2025Q2: 42,143 shares; 2025Q3: 41,822 shares; 2025Q4: 42,482 shares; 2026Q1: 43,499 shares 43,499$966K<0.01%+1,017Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,145 shares; 2024Q4: 32,512 shares; 2025Q1: 39,036 shares; 2025Q2: 38,232 shares; 2025Q3: 42,018 shares; 2025Q4: 45,347 shares; 2026Q1: 14,253 shares 14,253$963K<0.01%-31,094Timeline
ENFRALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,582 shares; 2024Q4: 29,166 shares; 2025Q1: 20,955 shares; 2025Q2: 40,302 shares; 2025Q3: 18,940 shares; 2025Q4: 25,930 shares; 2026Q1: 24,855 shares 24,855$950K<0.01%-1,075Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,401 shares; 2025Q2: 15,545 shares; 2025Q3: 15,859 shares; 2025Q4: 17,607 shares; 2026Q1: 23,884 shares 23,884$948K<0.01%+6,277Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 8,584 shares; 2025Q1: 8,608 shares; 2025Q2: 8,550 shares; 2025Q3: 8,426 shares; 2025Q4: 7,870 shares; 2026Q1: 7,456 shares 7,456$938K<0.01%-414Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,658 shares; 2024Q4: 32,943 shares; 2025Q1: 48,756 shares; 2025Q2: 47,268 shares; 2025Q3: 47,429 shares; 2025Q4: 47,300 shares; 2026Q1: 42,567 shares 42,567$938K<0.01%-4,733Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,543 shares; 2024Q4: 12,276 shares; 2025Q1: 10,502 shares; 2025Q2: 11,501 shares; 2025Q3: 13,631 shares; 2025Q4: 13,158 shares; 2026Q1: 11,505 shares 11,505$925K<0.01%-1,653Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 1,937 shares; 2025Q1: 2,773 shares; 2025Q2: 4,164 shares; 2025Q3: 4,717 shares; 2025Q4: 5,318 shares; 2026Q1: 5,536 shares 5,536$919K<0.01%+218Timeline
FLJPFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,098 shares; 2024Q4: 15,482 shares; 2025Q1: 15,131 shares; 2025Q2: 15,481 shares; 2025Q3: 16,352 shares; 2025Q4: 16,920 shares; 2026Q1: 25,109 shares 25,109$908K<0.01%+8,189Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,562 shares; 2024Q4: 14,512 shares; 2025Q1: 16,176 shares; 2025Q2: 13,817 shares; 2025Q3: 17,969 shares; 2025Q4: 15,370 shares; 2026Q1: 16,858 shares 16,858$887K<0.01%+1,488Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,737 shares; 2024Q4: 10,437 shares; 2025Q1: 13,189 shares; 2025Q2: 15,389 shares; 2025Q3: 11,605 shares; 2025Q4: 14,481 shares; 2026Q1: 13,332 shares 13,332$869K<0.01%-1,149Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,882 shares; 2025Q1: 2,066 shares; 2025Q2: 2,431 shares; 2025Q3: 2,635 shares; 2025Q4: 2,899 shares; 2026Q1: 3,230 shares 3,230$858K<0.01%+331Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,922 shares; 2024Q4: 42,302 shares; 2025Q1: 71,981 shares; 2025Q2: 65,950 shares; 2025Q3: 33,541 shares; 2025Q4: 27,473 shares; 2026Q1: 37,805 shares 37,805$858K<0.01%+10,332Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,695 shares; 2024Q4: 18,637 shares; 2025Q1: 12,588 shares; 2025Q2: 11,205 shares; 2025Q3: 7,360 shares; 2025Q4: 12,215 shares; 2026Q1: 19,040 shares 19,040$853K<0.01%+6,825Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,864 shares; 2024Q4: 37,834 shares; 2025Q1: 7,195 shares; 2025Q2: 7,366 shares; 2025Q3: 8,187 shares; 2025Q4: 8,591 shares; 2026Q1: 9,058 shares 9,058$853K<0.01%+467Timeline
XTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 8,908 shares; 2025Q1: 8,811 shares; 2025Q2: 11,167 shares; 2025Q3: 13,554 shares; 2025Q4: 12,765 shares; 2026Q1: 12,428 shares 12,428$847K<0.01%-337Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,944 shares; 2024Q4: 35,204 shares; 2025Q1: 49,842 shares; 2025Q2: 36,976 shares; 2025Q3: 39,329 shares; 2025Q4: 26,280 shares; 2026Q1: 20,936 shares 20,936$845K<0.01%-5,344Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 5,702 shares; 2025Q1: 8,384 shares; 2025Q2: 6,941 shares; 2025Q3: 9,362 shares; 2025Q4: 11,954 shares; 2026Q1: 11,307 shares 11,307$841K<0.01%-647Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,797 shares; 2024Q4: 23,530 shares; 2025Q1: 25,457 shares; 2025Q2: 66,993 shares; 2025Q3: 78,662 shares; 2025Q4: 51,619 shares; 2026Q1: 33,497 shares 33,497$835K<0.01%-18,122Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,397 shares; 2024Q4: 4,815 shares; 2025Q1: 4,462 shares; 2025Q2: 5,423 shares; 2025Q3: 11,488 shares; 2025Q4: 5,778 shares; 2026Q1: 6,499 shares 6,499$827K<0.01%+721Timeline
SMINISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,744 shares; 2024Q4: 19,178 shares; 2025Q1: 16,728 shares; 2025Q2: 15,122 shares; 2025Q3: 16,331 shares; 2025Q4: 15,896 shares; 2026Q1: 13,727 shares 13,727$823K<0.01%-2,169Timeline
WCLDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,353 shares; 2024Q4: 63,340 shares; 2025Q1: 61,431 shares; 2025Q2: 61,892 shares; 2025Q3: 60,221 shares; 2025Q4: 54,169 shares; 2026Q1: 30,000 shares 30,000$820K<0.01%-24,169Timeline
FLSFLOWSERVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,507 shares; 2024Q4: 12,434 shares; 2025Q1: 12,109 shares; 2025Q2: 11,771 shares; 2025Q3: 11,412 shares; 2025Q4: 11,404 shares; 2026Q1: 11,114 shares 11,114$817K<0.01%-290Timeline
CCJCAMECO 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: 4,588 shares; 2025Q3: 5,131 shares; 2025Q4: 7,043 shares; 2026Q1: 7,425 shares 7,425$806K<0.01%+382Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,738 shares; 2024Q4: 17,774 shares; 2025Q1: 13,635 shares; 2025Q2: 11,155 shares; 2025Q3: 10,351 shares; 2025Q4: 10,180 shares; 2026Q1: 10,760 shares 10,760$802K<0.01%+580Timeline
SHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,823 shares; 2024Q4: 5,962 shares; 2025Q1: 5,934 shares; 2025Q2: 6,083 shares; 2025Q3: 6,228 shares; 2025Q4: 6,160 shares; 2026Q1: 6,276 shares 6,276$802K<0.01%+116Timeline
COOCOOPER COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,139 shares; 2024Q4: 12,724 shares; 2025Q1: 13,490 shares; 2025Q2: 11,121 shares; 2025Q3: 10,119 shares; 2025Q4: 11,318 shares; 2026Q1: 11,208 shares 11,208$801K<0.01%-110Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,801 shares; 2025Q1: 1,943 shares; 2025Q2: 2,384 shares; 2025Q3: 2,109 shares; 2025Q4: 2,593 shares; 2026Q1: 2,339 shares 2,339$801K<0.01%-254Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 3,779 shares; 2025Q1: 3,037 shares; 2025Q2: 2,737 shares; 2025Q3: 3,124 shares; 2025Q4: 3,336 shares; 2026Q1: 3,544 shares 3,544$799K<0.01%+208Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 10,864 shares; 2025Q1: 10,997 shares; 2025Q2: 11,956 shares; 2025Q3: 10,773 shares; 2025Q4: 10,541 shares; 2026Q1: 10,666 shares 10,666$786K<0.01%+125Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,151 shares; 2025Q1: 2,415 shares; 2025Q2: 2,714 shares; 2025Q3: 2,792 shares; 2025Q4: 2,856 shares; 2026Q1: 2,853 shares 2,853$782K<0.01%-3Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6,392 shares; 2025Q1: 6,554 shares; 2025Q2: 4,456 shares; 2025Q3: 4,388 shares; 2025Q4: 5,355 shares; 2026Q1: 6,153 shares 6,153$781K<0.01%+798Timeline
BXPBXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,908 shares; 2024Q4: 49,195 shares; 2025Q1: 48,159 shares; 2025Q2: 45,111 shares; 2025Q3: 43,510 shares; 2025Q4: 42,378 shares; 2026Q1: 14,890 shares 14,890$773K<0.01%-27,488Timeline
XESSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,902 shares; 2025Q1: 5,594 shares; 2025Q2: 6,015 shares; 2025Q3: 5,683 shares; 2025Q4: 5,766 shares; 2026Q1: 6,638 shares 6,638$772K<0.01%+872Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 9,303 shares; 2025Q1: 8,147 shares; 2025Q2: 7,741 shares; 2025Q3: 8,673 shares; 2025Q4: 8,959 shares; 2026Q1: 6,960 shares 6,960$772K<0.01%-1,999Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 10,699 shares; 2025Q1: 15,318 shares; 2025Q2: 45,603 shares; 2025Q3: 47,909 shares; 2025Q4: 70,134 shares; 2026Q1: 37,300 shares 37,300$770K<0.01%-32,834Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 18,644 shares; 2025Q1: 17,613 shares; 2025Q2: 18,227 shares; 2025Q3: 17,977 shares; 2025Q4: 16,684 shares; 2026Q1: 18,949 shares 18,949$769K<0.01%+2,265Timeline
CPRICAPRI HOLDINGS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,634 shares; 2024Q4: 52,066 shares; 2025Q1: 50,323 shares; 2025Q2: 47,017 shares; 2025Q3: 45,637 shares; 2025Q4: 44,618 shares; 2026Q1: 43,612 shares 43,612$768K<0.01%-1,006Timeline
SCHXSCHWAB 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: 19,040 shares; 2025Q4: 10,961 shares; 2026Q1: 29,379 shares 29,379$753K<0.01%+18,418Timeline
GSEUGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,959 shares; 2025Q2: 13,456 shares; 2025Q3: 12,949 shares; 2025Q4: 12,989 shares; 2026Q1: 16,406 shares 16,406$742K<0.01%+3,417Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,486 shares; 2024Q4: 3,479 shares; 2025Q1: 3,633 shares; 2025Q2: 3,352 shares; 2025Q3: 3,319 shares; 2025Q4: 3,679 shares; 2026Q1: 3,905 shares 3,905$740K<0.01%+226Timeline
FFIVF5 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,789 shares; 2025Q1: 2,067 shares; 2025Q2: 2,088 shares; 2025Q3: 2,373 shares; 2025Q4: 2,254 shares; 2026Q1: 2,548 shares 2,548$737K<0.01%+294Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,683 shares; 2025Q1: 2,555 shares; 2025Q2: 2,332 shares; 2025Q3: 2,287 shares; 2025Q4: 2,226 shares; 2026Q1: 2,044 shares 2,044$734K<0.01%-182Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,994 shares; 2025Q2: 8,954 shares; 2025Q3: 9,287 shares; 2025Q4: 10,152 shares; 2026Q1: 11,713 shares 11,713$734K<0.01%+1,561Timeline
FLKRFRANKLIN TEMPLETON 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: 18,138 shares 18,138$723K<0.01%newTimeline
EPOLISHARES 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: 7,948 shares; 2025Q3: 12,585 shares; 2025Q4: 13,076 shares; 2026Q1: 19,824 shares 19,824$722K<0.01%+6,748Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,755 shares; 2024Q4: 19,836 shares; 2025Q1: 21,076 shares; 2025Q2: 18,659 shares; 2025Q3: 16,892 shares; 2025Q4: 17,541 shares; 2026Q1: 16,700 shares 16,700$719K<0.01%-841Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,731 shares; 2024Q4: 12,026 shares; 2025Q1: 9,364 shares; 2025Q2: 13,846 shares; 2025Q3: 13,714 shares; 2025Q4: 12,914 shares; 2026Q1: 15,459 shares 15,459$709K<0.01%+2,545Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 3,354 shares; 2025Q1: 4,219 shares; 2025Q2: 4,648 shares; 2025Q3: 5,076 shares; 2025Q4: 6,261 shares; 2026Q1: 7,028 shares 7,028$703K<0.01%+767Timeline
MPMP MATERIALS 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: 11,534 shares; 2025Q4: 13,159 shares; 2026Q1: 14,531 shares 14,531$701K<0.01%+1,372Timeline
EMQQEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,790 shares; 2024Q4: 18,487 shares; 2025Q1: 19,949 shares; 2025Q2: 19,203 shares; 2025Q3: 17,772 shares; 2025Q4: 19,834 shares; 2026Q1: 21,150 shares 21,150$700K<0.01%+1,316Timeline
WLTHWEALTHFRONT 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: 23,953 shares; 2026Q1: 74,461 shares 74,461$689K<0.01%+50,508Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,693 shares; 2024Q4: 10,955 shares; 2025Q1: 10,177 shares; 2025Q2: 8,189 shares; 2025Q3: 4,860 shares; 2025Q4: 5,049 shares; 2026Q1: 5,989 shares 5,989$688K<0.01%+940Timeline
MELIMERCADOLIBRE 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: 396 shares 396$685K<0.01%newTimeline
PVHPVH CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,178 shares; 2024Q4: 11,035 shares; 2025Q1: 10,689 shares; 2025Q2: 10,425 shares; 2025Q3: 10,199 shares; 2025Q4: 10,040 shares; 2026Q1: 9,773 shares 9,773$682K<0.01%-267Timeline
SUNBSUNBELT RENTALS 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: 10,473 shares 10,473$682K<0.01%newTimeline
PBWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,320 shares; 2024Q4: 23,232 shares; 2025Q1: 28,438 shares; 2025Q2: 24,644 shares; 2025Q3: 20,919 shares; 2025Q4: 21,204 shares; 2026Q1: 21,460 shares 21,460$678K<0.01%+256Timeline
SPHDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 8,513 shares; 2025Q1: 8,673 shares; 2025Q2: 10,939 shares; 2025Q3: 10,832 shares; 2025Q4: 11,239 shares; 2026Q1: 13,653 shares 13,653$677K<0.01%+2,414Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 10,510 shares; 2025Q1: 10,538 shares; 2025Q2: 8,782 shares; 2025Q3: 12,892 shares; 2025Q4: 12,722 shares; 2026Q1: 14,793 shares 14,793$675K<0.01%+2,071Timeline
NWSNEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,578 shares; 2024Q4: 26,311 shares; 2025Q1: 25,698 shares; 2025Q2: 25,713 shares; 2025Q3: 48,886 shares; 2025Q4: 30,319 shares; 2026Q1: 23,630 shares 23,630$674K<0.01%-6,689Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,970 shares; 2025Q1: 1,179 shares; 2025Q2: 1,237 shares; 2025Q3: 1,329 shares; 2025Q4: 1,644 shares; 2026Q1: 1,770 shares 1,770$672K<0.01%+126Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,375 shares; 2025Q1: 2,161 shares; 2025Q2: 2,617 shares; 2025Q3: 3,554 shares; 2025Q4: 4,251 shares; 2026Q1: 4,660 shares 4,660$664K<0.01%+409Timeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,220 shares; 2025Q1: 4,274 shares; 2025Q2: 4,663 shares; 2025Q3: 3,531 shares; 2025Q4: 2,802 shares; 2026Q1: 2,713 shares 2,713$662K<0.01%-89Timeline
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: 5,533 shares; 2025Q4: 9,909 shares; 2026Q1: 12,118 shares 12,118$662K<0.01%+2,209Timeline
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: 7,864 shares; 2025Q4: 8,778 shares; 2026Q1: 13,310 shares 13,310$660K<0.01%+4,532Timeline
FTECFIDELITY 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: 2,812 shares; 2025Q4: 2,874 shares; 2026Q1: 3,139 shares 3,139$653K<0.01%+265Timeline
KRESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,708 shares; 2024Q4: 8,547 shares; 2025Q1: 7,738 shares; 2025Q2: 7,605 shares; 2025Q3: 7,568 shares; 2025Q4: 5,271 shares; 2026Q1: 10,000 shares 10,000$652K<0.01%+4,729Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,923 shares; 2024Q4: 15,778 shares; 2025Q1: 19,349 shares; 2025Q2: 21,844 shares; 2025Q3: 42,781 shares; 2025Q4: 50,953 shares; 2026Q1: 101,593 shares 101,593$648K<0.01%+50,640Timeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,629 shares; 2024Q4: 11,554 shares; 2025Q1: 14,879 shares; 2025Q2: 10,015 shares; 2025Q3: 5,065 shares; 2025Q4: 4,220 shares; 2026Q1: 3,738 shares 3,738$645K<0.01%-482Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 10,302 shares; 2025Q1: 9,752 shares; 2025Q2: 15,485 shares; 2025Q3: 7,485 shares; 2025Q4: 8,708 shares; 2026Q1: 9,454 shares 9,454$645K<0.01%+746Timeline
MARAMARA HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,481 shares; 2024Q4: 52,473 shares; 2025Q1: 52,914 shares; 2025Q2: 51,390 shares; 2025Q3: 54,254 shares; 2025Q4: 85,794 shares; 2026Q1: 78,686 shares 78,686$642K<0.01%-7,108Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,092 shares; 2024Q4: 6,068 shares; 2025Q1: 6,703 shares; 2025Q2: 9,831 shares; 2025Q3: 8,755 shares; 2025Q4: 9,537 shares; 2026Q1: 6,868 shares 6,868$637K<0.01%-2,669Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 3,385 shares; 2025Q1: 3,871 shares; 2025Q2: 3,978 shares; 2025Q3: 4,725 shares; 2025Q4: 4,526 shares; 2026Q1: 8,636 shares 8,636$632K<0.01%+4,110Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,469 shares; 2024Q4: 141,859 shares; 2025Q1: 30,364 shares; 2025Q2: 27,125 shares; 2025Q3: 29,175 shares; 2025Q4: 29,829 shares; 2026Q1: 32,897 shares 32,897$630K<0.01%+3,068Timeline
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: 11,724 shares; 2025Q4: 16,018 shares; 2026Q1: 21,605 shares 21,605$623K<0.01%+5,587Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,941 shares; 2024Q4: 6,600 shares; 2025Q1: 8,811 shares; 2025Q2: 8,478 shares; 2025Q3: 9,416 shares; 2025Q4: 10,473 shares; 2026Q1: 7,729 shares 7,729$608K<0.01%-2,744Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,509 shares; 2024Q4: 15,345 shares; 2025Q1: 16,874 shares; 2025Q2: 15,056 shares; 2025Q3: 15,556 shares; 2025Q4: 17,363 shares; 2026Q1: 18,336 shares 18,336$604K<0.01%+973Timeline
PATHUIPATH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,491 shares; 2024Q4: 32,913 shares; 2025Q1: 31,254 shares; 2025Q2: 31,737 shares; 2025Q3: 32,886 shares; 2025Q4: 41,269 shares; 2026Q1: 54,272 shares 54,272$602K<0.01%+13,003Timeline
GMEGAMESTOP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,397 shares; 2024Q4: 28,191 shares; 2025Q1: 30,185 shares; 2025Q2: 30,761 shares; 2025Q3: 21,712 shares; 2025Q4: 25,135 shares; 2026Q1: 25,935 shares 25,935$598K<0.01%+800Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,791 shares; 2024Q4: 4,506 shares; 2025Q1: 2,369 shares; 2025Q2: 2,709 shares; 2025Q3: 2,763 shares; 2025Q4: 2,886 shares; 2026Q1: 2,823 shares 2,823$596K<0.01%-63Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 4,036 shares; 2025Q1: 6,094 shares; 2025Q2: 32,591 shares; 2025Q3: 24,148 shares; 2025Q4: 19,616 shares; 2026Q1: 5,621 shares 5,621$594K<0.01%-13,995Timeline
QBTSD-WAVE QUANTUM 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: 13,969 shares; 2025Q3: 29,347 shares; 2025Q4: 36,012 shares; 2026Q1: 41,132 shares 41,132$594K<0.01%+5,120Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,436 shares; 2024Q4: 270,753 shares; 2025Q1: 281,295 shares; 2025Q2: 216,485 shares; 2025Q3: 64,553 shares; 2025Q4: 32,250 shares; 2026Q1: 35,984 shares 35,984$591K<0.01%+3,734Timeline
CRBGCOREBRIDGE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,670 shares; 2024Q4: 96,101 shares; 2025Q1: 86,679 shares; 2025Q2: 42,519 shares; 2025Q3: 41,123 shares; 2025Q4: 39,735 shares; 2026Q1: 24,746 shares 24,746$590K<0.01%-14,989Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 1,125 shares; 2025Q1: 1,173 shares; 2025Q2: 1,401 shares; 2025Q3: 1,358 shares; 2025Q4: 1,229 shares; 2026Q1: 1,212 shares 1,212$588K<0.01%-17Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,802 shares; 2024Q4: 22,698 shares; 2025Q1: 23,711 shares; 2025Q2: 97,664 shares; 2025Q3: 20,176 shares; 2025Q4: 8,960 shares; 2026Q1: 9,927 shares 9,927$587K<0.01%+967Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,523 shares; 2024Q4: 18,892 shares; 2025Q1: 15,123 shares; 2025Q2: 15,261 shares; 2025Q3: 14,605 shares; 2025Q4: 14,214 shares; 2026Q1: 15,611 shares 15,611$578K<0.01%+1,397Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,888 shares; 2025Q2: 6,146 shares; 2025Q3: 7,008 shares; 2025Q4: 10,475 shares; 2026Q1: 13,580 shares 13,580$577K<0.01%+3,105Timeline
HIMSHIMS & HERS 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: 5,311 shares; 2025Q3: 18,134 shares; 2025Q4: 16,387 shares; 2026Q1: 27,588 shares 27,588$573K<0.01%+11,201Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,198 shares; 2025Q1: 1,831 shares; 2025Q2: 2,185 shares; 2025Q3: 2,675 shares; 2025Q4: 2,776 shares; 2026Q1: 3,125 shares 3,125$570K<0.01%+349Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,129 shares; 2024Q4: 9,864 shares; 2025Q1: 11,866 shares; 2025Q2: 10,941 shares; 2025Q3: 10,100 shares; 2025Q4: 11,152 shares; 2026Q1: 10,585 shares 10,585$565K<0.01%-567Timeline
ONDSONDAS 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: 15,000 shares; 2026Q1: 62,137 shares 62,137$562K<0.01%+47,137Timeline
KBESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,383 shares; 2024Q4: 12,198 shares; 2025Q1: 7,094 shares; 2025Q2: 6,608 shares; 2025Q3: 6,548 shares; 2025Q4: 6,835 shares; 2026Q1: 9,238 shares 9,238$550K<0.01%+2,403Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,818 shares; 2024Q4: 4,238 shares; 2025Q1: 4,418 shares; 2025Q2: 4,340 shares; 2025Q3: 4,279 shares; 2025Q4: 4,254 shares; 2026Q1: 5,650 shares 5,650$549K<0.01%+1,396Timeline
ETHGRAYSCALE ETHEREUM STAKINGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,472 shares; 2025Q1: 37,014 shares; 2025Q2: 33,870 shares; 2025Q3: 29,656 shares; 2025Q4: 28,483 shares; 2026Q1: 27,442 shares 27,442$545K<0.01%-1,041Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 885 shares; 2025Q1: 859 shares; 2025Q2: 853 shares; 2025Q3: 789 shares; 2025Q4: 775 shares; 2026Q1: 915 shares 915$543K<0.01%+140Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,634 shares; 2024Q4: 19,284 shares; 2025Q1: 18,505 shares; 2025Q2: 18,125 shares; 2025Q3: 17,795 shares; 2025Q4: 17,342 shares; 2026Q1: 17,045 shares 17,045$541K<0.01%-297Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 1,252 shares; 2025Q1: 2,120 shares; 2025Q2: 1,998 shares; 2025Q3: 1,588 shares; 2025Q4: 2,175 shares; 2026Q1: 2,253 shares 2,253$541K<0.01%+78Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,454 shares; 2025Q2: 3,945 shares; 2025Q3: 2,710 shares; 2025Q4: 2,469 shares; 2026Q1: 2,106 shares 2,106$536K<0.01%-363Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 6,393 shares; 2025Q1: 7,432 shares; 2025Q2: 8,154 shares; 2025Q3: 6,902 shares; 2025Q4: 8,209 shares; 2026Q1: 9,620 shares 9,620$536K<0.01%+1,411Timeline
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: 1,950 shares; 2026Q1: 4,571 shares 4,571$535K<0.01%+2,621Timeline
SWSMURFIT WESTROCK 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: 5,596 shares; 2025Q3: 7,094 shares; 2025Q4: 9,744 shares; 2026Q1: 13,406 shares 13,406$534K<0.01%+3,662Timeline
IXUSISHARES 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: 6,099 shares 6,099$528K<0.01%newTimeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,047 shares; 2024Q4: 13,415 shares; 2025Q1: 35,980 shares; 2025Q2: 48,055 shares; 2025Q3: 38,368 shares; 2025Q4: 57,098 shares; 2026Q1: 3,942 shares 3,942$525K<0.01%-53,156Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,936 shares; 2025Q2: 8,851 shares; 2025Q3: 10,160 shares; 2025Q4: 10,313 shares; 2026Q1: 13,006 shares 13,006$522K<0.01%+2,693Timeline
BBARRICK MNG 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: 7,631 shares; 2025Q4: 11,990 shares; 2026Q1: 12,754 shares 12,754$520K<0.01%+764Timeline
SOLSSOLSTICE ADVANCED 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: 7,419 shares; 2026Q1: 6,825 shares 6,825$520K<0.01%-594Timeline
NOBLPROSHARES 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: 2,055 shares; 2026Q1: 4,868 shares 4,868$516K<0.01%+2,813Timeline
ECHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: not reported; 2025Q1: 9,171 shares; 2025Q2: 8,811 shares; 2025Q3: 8,868 shares; 2025Q4: 9,624 shares; 2026Q1: 12,874 shares 12,874$512K<0.01%+3,250Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,457 shares; 2026Q1: 13,805 shares 13,805$507K<0.01%+5,348Timeline
REMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,905 shares; 2024Q4: 14,205 shares; 2025Q1: 24,217 shares; 2025Q2: 28,970 shares; 2025Q3: 30,444 shares; 2025Q4: 37,368 shares; 2026Q1: 23,381 shares 23,381$502K<0.01%-13,987Timeline
MORTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,313 shares; 2024Q4: 57,215 shares; 2025Q1: 39,872 shares; 2025Q2: 39,646 shares; 2025Q3: 42,143 shares; 2025Q4: 28,399 shares; 2026Q1: 48,868 shares 48,868$501K<0.01%+20,469Timeline
XHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,981 shares; 2024Q4: 4,246 shares; 2025Q1: 2,904 shares; 2025Q2: 3,113 shares; 2025Q3: 4,916 shares; 2025Q4: 5,043 shares; 2026Q1: 6,364 shares 6,364$498K<0.01%+1,321Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,312 shares; 2024Q4: 46,588 shares; 2025Q1: 51,103 shares; 2025Q2: 65,076 shares; 2025Q3: 46,360 shares; 2025Q4: 49,960 shares; 2026Q1: 40,062 shares 40,062$495K<0.01%-9,898Timeline
IDRVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,940 shares; 2024Q4: 17,511 shares; 2025Q1: 19,081 shares; 2025Q2: 15,981 shares; 2025Q3: 13,721 shares; 2025Q4: 13,713 shares; 2026Q1: 12,834 shares 12,834$494K<0.01%-879Timeline
KCESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 2,889 shares; 2025Q1: 4,099 shares; 2025Q2: 4,203 shares; 2025Q3: 5,515 shares; 2025Q4: 4,968 shares; 2026Q1: 3,564 shares 3,564$490K<0.01%-1,404Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,923 shares; 2024Q4: 13,568 shares; 2025Q1: 7,688 shares; 2025Q2: 7,546 shares; 2025Q3: 8,629 shares; 2025Q4: 8,714 shares; 2026Q1: 9,008 shares 9,008$488K<0.01%+294Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,365 shares; 2024Q4: 19,636 shares; 2025Q1: 12,545 shares; 2025Q2: 21,412 shares; 2025Q3: 33,146 shares; 2025Q4: 31,966 shares; 2026Q1: 32,530 shares 32,530$486K<0.01%+564Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 2,426 shares; 2025Q1: 2,329 shares; 2025Q2: 2,646 shares; 2025Q3: 2,943 shares; 2025Q4: 2,436 shares; 2026Q1: 2,698 shares 2,698$485K<0.01%+262Timeline
AEMAGNICO EAGLE MINES 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: 2,387 shares 2,387$485K<0.01%newTimeline
VSSVANGUARD INTL EQUITY INDEX 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: 3,301 shares 3,301$481K<0.01%newTimeline
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: 3,272 shares; 2025Q3: 2,813 shares; 2025Q4: 3,098 shares; 2026Q1: 3,780 shares 3,780$481K<0.01%+682Timeline
EWTISHARES 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: 5,238 shares; 2025Q3: 5,648 shares; 2025Q4: 4,772 shares; 2026Q1: 6,716 shares 6,716$476K<0.01%+1,944Timeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,493 shares; 2024Q4: 24,866 shares; 2025Q1: 26,923 shares; 2025Q2: 30,322 shares; 2025Q3: 31,837 shares; 2025Q4: 33,828 shares; 2026Q1: 25,261 shares 25,261$476K<0.01%-8,567Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,580 shares; 2025Q1: 3,724 shares; 2025Q2: 4,653 shares; 2025Q3: 4,977 shares; 2025Q4: 5,098 shares; 2026Q1: 5,460 shares 5,460$476K<0.01%+362Timeline
DOCNDIGITALOCEAN 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: 5,101 shares; 2026Q1: 5,516 shares 5,516$473K<0.01%+415Timeline
MDLNMEDLINE 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: 10,574 shares 10,574$471K<0.01%newTimeline
IVEISHARES 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: 1,246 shares; 2025Q4: 1,897 shares; 2026Q1: 2,228 shares 2,228$470K<0.01%+331Timeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,058 shares; 2025Q4: 12,715 shares; 2026Q1: 16,791 shares 16,791$469K<0.01%+4,076Timeline
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: 1,530 shares; 2025Q2: 1,531 shares; 2025Q3: 1,968 shares; 2025Q4: 2,235 shares; 2026Q1: 2,324 shares 2,324$469K<0.01%+89Timeline
MOOVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,780 shares; 2025Q3: 4,839 shares; 2025Q4: 5,199 shares; 2026Q1: 5,526 shares 5,526$467K<0.01%+327Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,171 shares; 2025Q1: 2,231 shares; 2025Q2: not reported; 2025Q3: 3,747 shares; 2025Q4: 5,666 shares; 2026Q1: 4,691 shares 4,691$466K<0.01%-975Timeline
RLRALPH LAUREN 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: 1,042 shares; 2025Q3: 1,146 shares; 2025Q4: 1,344 shares; 2026Q1: 1,351 shares 1,351$465K<0.01%+7Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,428 shares; 2025Q1: 2,618 shares; 2025Q2: 2,764 shares; 2025Q3: 3,028 shares; 2025Q4: 3,300 shares; 2026Q1: 3,163 shares 3,163$460K<0.01%-137Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 5,162 shares; 2025Q1: 5,634 shares; 2025Q2: 6,646 shares; 2025Q3: 4,984 shares; 2025Q4: 4,861 shares; 2026Q1: 4,847 shares 4,847$459K<0.01%-14Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,896 shares; 2024Q4: 58,071 shares; 2025Q1: 58,418 shares; 2025Q2: 28,143 shares; 2025Q3: 19,314 shares; 2025Q4: 21,080 shares; 2026Q1: 9,068 shares 9,068$457K<0.01%-12,012Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,023 shares; 2025Q1: 4,225 shares; 2025Q2: 5,151 shares; 2025Q3: 5,222 shares; 2025Q4: 5,226 shares; 2026Q1: 4,568 shares 4,568$451K<0.01%-658Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,894 shares; 2024Q4: 14,239 shares; 2025Q1: 13,087 shares; 2025Q2: 8,531 shares; 2025Q3: 8,364 shares; 2025Q4: 8,370 shares; 2026Q1: 8,139 shares 8,139$442K<0.01%-231Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,562 shares; 2024Q4: 18,130 shares; 2025Q1: 16,008 shares; 2025Q2: 18,524 shares; 2025Q3: 20,877 shares; 2025Q4: 26,134 shares; 2026Q1: 31,206 shares 31,206$440K<0.01%+5,072Timeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,633 shares; 2024Q4: 10,063 shares; 2025Q1: 10,013 shares; 2025Q2: 11,345 shares; 2025Q3: 11,402 shares; 2025Q4: 11,406 shares; 2026Q1: 12,626 shares 12,626$439K<0.01%+1,220Timeline
LMNDLEMONADE 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: 6,125 shares; 2025Q4: 8,304 shares; 2026Q1: 6,992 shares 6,992$438K<0.01%-1,312Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,712 shares; 2024Q4: 34,010 shares; 2025Q1: 55,612 shares; 2025Q2: 23,615 shares; 2025Q3: 36,703 shares; 2025Q4: 38,978 shares; 2026Q1: 52,842 shares 52,842$436K<0.01%+13,864Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,403 shares; 2025Q2: 3,222 shares; 2025Q3: not reported; 2025Q4: 3,159 shares; 2026Q1: 3,889 shares 3,889$429K<0.01%+730Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,686 shares; 2024Q4: 18,179 shares; 2025Q1: 20,796 shares; 2025Q2: 23,027 shares; 2025Q3: 20,879 shares; 2025Q4: 15,215 shares; 2026Q1: 14,440 shares 14,440$424K<0.01%-775Timeline
HASHASBRO 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: 3,308 shares; 2025Q4: 3,915 shares; 2026Q1: 4,518 shares 4,518$423K<0.01%+603Timeline
NCLHNORWEGIAN CRUISE LINE HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,415 shares; 2024Q4: 13,900 shares; 2025Q1: 17,208 shares; 2025Q2: 21,946 shares; 2025Q3: 23,843 shares; 2025Q4: 20,787 shares; 2026Q1: 22,446 shares 22,446$420K<0.01%+1,659Timeline
IPAYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 8,075 shares; 2025Q1: 8,069 shares; 2025Q2: 8,149 shares; 2025Q3: 8,455 shares; 2025Q4: 8,875 shares; 2026Q1: 9,792 shares 9,792$419K<0.01%+917Timeline
SJMSMUCKER J M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,160 shares; 2024Q4: 16,187 shares; 2025Q1: 5,280 shares; 2025Q2: 2,942 shares; 2025Q3: 3,304 shares; 2025Q4: 3,227 shares; 2026Q1: 4,339 shares 4,339$418K<0.01%+1,112Timeline
SCCOSOUTHERN COPPER 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: 2,431 shares 2,431$418K<0.01%newTimeline
EFAVISHARES 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: 2,809 shares; 2025Q3: 3,413 shares; 2025Q4: 4,543 shares; 2026Q1: 4,564 shares 4,564$417K<0.01%+21Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,192 shares; 2024Q4: 11,144 shares; 2025Q1: 13,509 shares; 2025Q2: 11,198 shares; 2025Q3: 11,889 shares; 2025Q4: 11,494 shares; 2026Q1: 11,745 shares 11,745$417K<0.01%+251Timeline
CDWCDW CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,049 shares; 2024Q4: 5,449 shares; 2025Q1: 5,095 shares; 2025Q2: 8,257 shares; 2025Q3: 6,784 shares; 2025Q4: 3,367 shares; 2026Q1: 3,426 shares 3,426$415K<0.01%+59Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,024 shares; 2024Q4: 8,616 shares; 2025Q1: 40,340 shares; 2025Q2: 32,155 shares; 2025Q3: 29,288 shares; 2025Q4: 21,659 shares; 2026Q1: 7,727 shares 7,727$414K<0.01%-13,932Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,453 shares; 2024Q4: 59,435 shares; 2025Q1: 61,050 shares; 2025Q2: 53,851 shares; 2025Q3: 51,673 shares; 2025Q4: 43,372 shares; 2026Q1: 22,317 shares 22,317$409K<0.01%-21,055Timeline
FINXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 18,681 shares; 2025Q1: 15,056 shares; 2025Q2: 15,219 shares; 2025Q3: 16,463 shares; 2025Q4: 15,958 shares; 2026Q1: 17,712 shares 17,712$409K<0.01%+1,754Timeline
CRSPCRISPR THERAPEUTICS 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: 6,003 shares; 2025Q3: 7,459 shares; 2025Q4: 9,147 shares; 2026Q1: 8,545 shares 8,545$406K<0.01%-602Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,594 shares; 2025Q1: 4,510 shares; 2025Q2: 4,916 shares; 2025Q3: 5,929 shares; 2025Q4: 3,625 shares; 2026Q1: 3,993 shares 3,993$406K<0.01%+368Timeline
EWSISHARES 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: 10,706 shares; 2025Q3: 9,992 shares; 2025Q4: 12,920 shares; 2026Q1: 14,327 shares 14,327$404K<0.01%+1,407Timeline
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: 1,132 shares; 2025Q3: 1,217 shares; 2025Q4: 1,378 shares; 2026Q1: 1,504 shares 1,504$400K<0.01%+126Timeline
CIFRCIPHER DIGITAL 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: 13,240 shares; 2026Q1: 30,788 shares 30,788$396K<0.01%+17,548Timeline
AAOIAPPLIED OPTOELECTRONICS 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: 4,663 shares 4,663$394K<0.01%newTimeline
ARMARM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares 2,602$394K<0.01%newTimeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,257 shares; 2025Q1: 8,988 shares; 2025Q2: 5,589 shares; 2025Q3: 2,909 shares; 2025Q4: 3,742 shares; 2026Q1: 4,479 shares 4,479$392K<0.01%+737Timeline
KGCKINROSS GOLD 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: 10,698 shares; 2025Q4: 10,992 shares; 2026Q1: 12,852 shares 12,852$392K<0.01%+1,860Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 7,578 shares; 2025Q1: 9,488 shares; 2025Q2: 10,378 shares; 2025Q3: 7,417 shares; 2025Q4: 7,121 shares; 2026Q1: 7,099 shares 7,099$390K<0.01%-22Timeline
PHOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,940 shares; 2025Q1: 6,281 shares; 2025Q2: 6,932 shares; 2025Q3: 6,764 shares; 2025Q4: 6,328 shares; 2026Q1: 5,835 shares 5,835$390K<0.01%-493Timeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,113 shares; 2025Q1: 4,498 shares; 2025Q2: 5,466 shares; 2025Q3: 5,569 shares; 2025Q4: 5,094 shares; 2026Q1: 6,670 shares 6,670$390K<0.01%+1,576Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,410 shares; 2024Q4: 30,541 shares; 2025Q1: 29,333 shares; 2025Q2: 15,683 shares; 2025Q3: 15,199 shares; 2025Q4: 15,290 shares; 2026Q1: 18,417 shares 18,417$390K<0.01%+3,127Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,739 shares; 2024Q4: 21,578 shares; 2025Q1: 19,822 shares; 2025Q2: 7,811 shares; 2025Q3: 7,195 shares; 2025Q4: 5,156 shares; 2026Q1: 5,053 shares 5,053$386K<0.01%-103Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 25,049 shares; 2025Q1: 24,247 shares; 2025Q2: 28,881 shares; 2025Q3: 55,981 shares; 2025Q4: 3,115 shares; 2026Q1: 3,690 shares 3,690$382K<0.01%+575Timeline
LCIDLUCID 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: 26,994 shares; 2025Q4: 34,200 shares; 2026Q1: 40,084 shares 40,084$382K<0.01%+5,884Timeline
POWLPOWELL 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: 661 shares; 2026Q1: 697 shares 697$377K<0.01%+36Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,496 shares; 2024Q4: 27,133 shares; 2025Q1: 21,650 shares; 2025Q2: 22,281 shares; 2025Q3: 16,659 shares; 2025Q4: 13,991 shares; 2026Q1: 17,148 shares 17,148$376K<0.01%+3,157Timeline
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: 3,796 shares; 2026Q1: 4,144 shares 4,144$376K<0.01%+348Timeline
SMRNUSCALE PWR 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: 8,555 shares; 2025Q4: 18,647 shares; 2026Q1: 34,473 shares 34,473$374K<0.01%+15,826Timeline
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: 2,479 shares; 2025Q3: 2,039 shares; 2025Q4: 3,284 shares; 2026Q1: 3,365 shares 3,365$369K<0.01%+81Timeline
PDDPDD 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: 3,482 shares; 2026Q1: 3,609 shares 3,609$369K<0.01%+127Timeline
ECNSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,539 shares; 2024Q4: 29,010 shares; 2025Q1: not reported; 2025Q2: 6,574 shares; 2025Q3: 8,394 shares; 2025Q4: 11,098 shares; 2026Q1: 11,254 shares 11,254$366K<0.01%+156Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 14,906 shares; 2025Q1: 4,627 shares; 2025Q2: 8,331 shares; 2025Q3: 7,509 shares; 2025Q4: 12,053 shares; 2026Q1: 5,279 shares 5,279$365K<0.01%-6,774Timeline
UUUUENERGY FUELS 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: 17,906 shares; 2025Q4: 19,020 shares; 2026Q1: 19,697 shares 19,697$359K<0.01%+677Timeline
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: 1,796 shares; 2026Q1: 1,869 shares 1,869$358K<0.01%+73Timeline
FITESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,867 shares; 2025Q2: 4,661 shares; 2025Q3: 4,874 shares; 2025Q4: 5,066 shares; 2026Q1: 4,137 shares 4,137$354K<0.01%-929Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 8,269 shares; 2025Q1: 2,263 shares; 2025Q2: 4,588 shares; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 2,060 shares 2,060$353K<0.01%+473Timeline
YOLOADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,451 shares; 2024Q4: 40,202 shares; 2025Q1: 47,481 shares; 2025Q2: 99,979 shares; 2025Q3: 415,951 shares; 2025Q4: 504,711 shares; 2026Q1: 134,034 shares 134,034$353K<0.01%-370,677Timeline
ACHRARCHER AVIATION 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: 20,968 shares; 2025Q3: 44,492 shares; 2025Q4: 67,421 shares; 2026Q1: 67,525 shares 67,525$349K<0.01%+104Timeline
UFOXETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,885 shares; 2025Q1: 5,057 shares; 2025Q2: 5,308 shares; 2025Q3: 7,583 shares; 2025Q4: 5,309 shares; 2026Q1: 5,112 shares 5,112$349K<0.01%-197Timeline
RGTIRIGETTI COMPUTING 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: 14,716 shares; 2025Q4: 21,906 shares; 2026Q1: 24,803 shares 24,803$348K<0.01%+2,897Timeline
FLBRFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,315 shares; 2025Q2: 19,611 shares; 2025Q3: 21,433 shares; 2025Q4: 14,838 shares; 2026Q1: 14,560 shares 14,560$348K<0.01%-278Timeline
EWGISHARES 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: 11,597 shares; 2025Q3: 12,893 shares; 2025Q4: 9,085 shares; 2026Q1: 8,756 shares 8,756$347K<0.01%-329Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,445 shares; 2024Q4: 23,266 shares; 2025Q1: 22,081 shares; 2025Q2: 26,760 shares; 2025Q3: 25,605 shares; 2025Q4: 24,943 shares; 2026Q1: 24,977 shares 24,977$347K<0.01%+34Timeline
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: 4,511 shares; 2025Q4: 5,384 shares; 2026Q1: 4,911 shares 4,911$346K<0.01%-473Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,932 shares; 2024Q4: 12,318 shares; 2025Q1: 18,535 shares; 2025Q2: 20,001 shares; 2025Q3: 23,412 shares; 2025Q4: 26,542 shares; 2026Q1: 36,508 shares 36,508$346K<0.01%+9,966Timeline
TRITHOMSON REUTERS 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: 1,966 shares; 2026Q1: 3,809 shares 3,809$343K<0.01%+1,843Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,984 shares; 2025Q1: 2,680 shares; 2025Q2: 2,962 shares; 2025Q3: 6,596 shares; 2025Q4: 2,231 shares; 2026Q1: 1,549 shares 1,549$336K<0.01%-682Timeline
COMPCOMPASS 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: 65,326 shares; 2025Q4: 44,958 shares; 2026Q1: 45,559 shares 45,559$333K<0.01%+601Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,831 shares; 2024Q4: 61,273 shares; 2025Q1: 74,485 shares; 2025Q2: 73,039 shares; 2025Q3: 9,933 shares; 2025Q4: 9,815 shares; 2026Q1: 9,791 shares 9,791$331K<0.01%-24Timeline
RDWREDWIRE 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: 11,883 shares; 2026Q1: 38,861 shares 38,861$330K<0.01%+26,978Timeline
HLHECLA MINING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,802 shares; 2025Q3: 12,720 shares; 2025Q4: 12,332 shares; 2026Q1: 17,670 shares 17,670$329K<0.01%+5,338Timeline
PZTINVESCO EXCH TRADED FD TR 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: 12,333 shares; 2025Q3: 18,669 shares; 2025Q4: 18,360 shares; 2026Q1: 14,680 shares 14,680$324K<0.01%-3,680Timeline
CNRGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,896 shares; 2024Q4: 4,786 shares; 2025Q1: 13,005 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,036 shares; 2026Q1: 3,582 shares 3,582$324K<0.01%+546Timeline
EIRLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,822 shares; 2025Q2: 4,083 shares; 2025Q3: 4,530 shares; 2025Q4: 4,470 shares; 2026Q1: 4,694 shares 4,694$323K<0.01%+224Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,452 shares; 2025Q1: 3,334 shares; 2025Q2: 3,273 shares; 2025Q3: 3,356 shares; 2025Q4: 3,360 shares; 2026Q1: 3,281 shares 3,281$323K<0.01%-79Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,085 shares; 2024Q4: 2,213 shares; 2025Q1: 2,514 shares; 2025Q2: 2,583 shares; 2025Q3: 2,719 shares; 2025Q4: 3,605 shares; 2026Q1: 3,292 shares 3,292$321K<0.01%-313Timeline
VKTXVIKING THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,973 shares; 2025Q1: 8,759 shares; 2025Q2: 10,048 shares; 2025Q3: 12,802 shares; 2025Q4: 12,321 shares; 2026Q1: 9,821 shares 9,821$320K<0.01%-2,500Timeline
PFFDGLOBAL 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: 13,684 shares; 2025Q3: 16,249 shares; 2025Q4: 20,538 shares; 2026Q1: 17,269 shares 17,269$318K<0.01%-3,269Timeline
IPACISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,521 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,883 shares; 2026Q1: 4,139 shares 4,139$317K<0.01%+1,256Timeline
DRIVGLOBAL 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: 9,108 shares; 2025Q4: 9,749 shares; 2026Q1: 10,357 shares 10,357$316K<0.01%+608Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 589 shares; 2025Q1: 571 shares; 2025Q2: 581 shares; 2025Q3: 594 shares; 2025Q4: 574 shares; 2026Q1: 579 shares 579$315K<0.01%+5Timeline
TEMTEMPUS 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: 5,704 shares; 2026Q1: 6,946 shares 6,946$314K<0.01%+1,242Timeline
IDEVISHARES 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: 2,708 shares; 2025Q4: not reported; 2026Q1: 3,719 shares 3,719$311K<0.01%newTimeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,537 shares; 2024Q4: 17,230 shares; 2025Q1: 16,525 shares; 2025Q2: 18,234 shares; 2025Q3: 11,757 shares; 2025Q4: 13,023 shares; 2026Q1: 12,426 shares 12,426$308K<0.01%-597Timeline
AIZASSURANT 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: 1,113 shares; 2025Q4: 1,301 shares; 2026Q1: 1,414 shares 1,414$308K<0.01%+113Timeline
IVWISHARES 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: 1,924 shares; 2025Q4: 2,952 shares; 2026Q1: 2,709 shares 2,709$306K<0.01%-243Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 7,229 shares; 2025Q1: 13,070 shares; 2025Q2: 11,275 shares; 2025Q3: 11,055 shares; 2025Q4: 7,348 shares; 2026Q1: 1,448 shares 1,448$303K<0.01%-5,900Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,535 shares; 2024Q4: 18,873 shares; 2025Q1: 10,184 shares; 2025Q2: 3,707 shares; 2025Q3: 4,113 shares; 2025Q4: 3,916 shares; 2026Q1: 4,254 shares 4,254$302K<0.01%+338Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,621 shares; 2024Q4: 5,449 shares; 2025Q1: 4,911 shares; 2025Q2: 4,344 shares; 2025Q3: 4,939 shares; 2025Q4: 4,696 shares; 2026Q1: 4,563 shares 4,563$302K<0.01%-133Timeline
AVAVAEROVIRONMENT 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: 1,647 shares 1,647$301K<0.01%newTimeline
EWLISHARES 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: 5,111 shares 5,111$301K<0.01%newTimeline
VEGIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 11,879 shares; 2025Q1: 11,931 shares; 2025Q2: 6,430 shares; 2025Q3: 7,254 shares; 2025Q4: 7,205 shares; 2026Q1: 6,587 shares 6,587$298K<0.01%-618Timeline
METVLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,965 shares; 2024Q4: 19,867 shares; 2025Q1: 20,518 shares; 2025Q2: 18,683 shares; 2025Q3: 19,446 shares; 2025Q4: 17,895 shares; 2026Q1: 18,343 shares 18,343$292K<0.01%+448Timeline
ALABASTERA LABS 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: 1,326 shares; 2026Q1: 2,663 shares 2,663$292K<0.01%+1,337Timeline
FIWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,192 shares; 2024Q4: 2,968 shares; 2025Q1: 2,296 shares; 2025Q2: 2,179 shares; 2025Q3: 2,480 shares; 2025Q4: 2,426 shares; 2026Q1: 2,808 shares 2,808$290K<0.01%+382Timeline
SOCSABLE OFFSHORE 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: 17,891 shares; 2026Q1: 17,523 shares 17,523$289K<0.01%-368Timeline
EEMVISHARES 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: 3,440 shares; 2025Q3: 3,731 shares; 2025Q4: 3,436 shares; 2026Q1: 4,446 shares 4,446$288K<0.01%+1,010Timeline
EWPISHARES 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: 4,941 shares; 2026Q1: 5,298 shares 5,298$288K<0.01%+357Timeline
AMANTERO MIDSTREAM 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: 13,495 shares; 2026Q1: 12,616 shares 12,616$288K<0.01%-879Timeline
JETSETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,463 shares; 2025Q4: 8,665 shares; 2026Q1: 11,648 shares 11,648$287K<0.01%+2,983Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares; 2025Q4: 1,903 shares; 2026Q1: 3,055 shares 3,055$287K<0.01%+1,152Timeline
FLUTFLUTTER ENTMT 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: 2,789 shares 2,789$284K<0.01%newTimeline
VONGVANGUARD SCOTTSDALE 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: 2,498 shares; 2026Q1: 2,587 shares 2,587$284K<0.01%+89Timeline
BBAIBIGBEAR AI 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: 15,856 shares; 2025Q3: 50,913 shares; 2025Q4: 70,282 shares; 2026Q1: 80,549 shares 80,549$284K<0.01%+10,267Timeline
GHGUARDANT 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: 2,838 shares; 2026Q1: 3,042 shares 3,042$281K<0.01%+204Timeline
FIGFIGMA 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: 13,285 shares 13,285$281K<0.01%newTimeline
EWZISHARES 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: 7,285 shares 7,285$280K<0.01%newTimeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 4,567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares; 2026Q1: 1,609 shares 1,609$278K<0.01%+243Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 3,657 shares; 2025Q1: 1,862 shares; 2025Q2: 1,426 shares; 2025Q3: 1,466 shares; 2025Q4: 708 shares; 2026Q1: 835 shares 835$273K<0.01%+127Timeline
GNRCGENERAC 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: 1,389 shares 1,389$271K<0.01%newTimeline
BNBROOKFIELD 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: 3,396 shares; 2025Q3: 3,659 shares; 2025Q4: 5,895 shares; 2026Q1: 6,697 shares 6,697$271K<0.01%+802Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,786 shares; 2024Q4: 26,290 shares; 2025Q1: 25,435 shares; 2025Q2: 9,498 shares; 2025Q3: 9,444 shares; 2025Q4: 8,425 shares; 2026Q1: 6,941 shares 6,941$270K<0.01%-1,484Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,252 shares; 2025Q1: 2,178 shares; 2025Q2: 2,134 shares; 2025Q3: 2,071 shares; 2025Q4: 2,042 shares; 2026Q1: 2,008 shares 2,008$270K<0.01%-34Timeline
EEMISHARES 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: 4,758 shares 4,758$270K<0.01%newTimeline
HYGISHARES 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: 2,538 shares; 2026Q1: 3,394 shares 3,394$270K<0.01%+856Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,641 shares; 2025Q1: 5,478 shares; 2025Q2: 6,088 shares; 2025Q3: 5,153 shares; 2025Q4: 5,976 shares; 2026Q1: 5,877 shares 5,877$269K<0.01%-99Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 409 shares; 2025Q3: 484 shares; 2025Q4: 727 shares; 2026Q1: 578 shares 578$268K<0.01%-149Timeline
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: not reported; 2026Q1: 656 shares 656$267K<0.01%newTimeline
KRBNKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,716 shares; 2024Q4: 11,989 shares; 2025Q1: 11,115 shares; 2025Q2: 9,357 shares; 2025Q3: 9,010 shares; 2025Q4: 8,176 shares; 2026Q1: 8,962 shares 8,962$266K<0.01%+786Timeline
ROKTSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,466 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,599 shares; 2026Q1: 2,668 shares 2,668$265K<0.01%+69Timeline
CDECOEUR MNG 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: 10,165 shares; 2026Q1: 14,108 shares 14,108$265K<0.01%+3,943Timeline
IPORENAISSANCE CAP GREENWICH FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,607 shares; 2025Q1: 5,824 shares; 2025Q2: 5,851 shares; 2025Q3: 5,560 shares; 2025Q4: 6,006 shares; 2026Q1: 6,314 shares 6,314$264K<0.01%+308Timeline
GSJYGOLDMAN SACHS 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: 4,637 shares; 2025Q4: 5,139 shares; 2026Q1: 5,397 shares 5,397$263K<0.01%+258Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,205 shares; 2025Q1: 1,641 shares; 2025Q2: 1,742 shares; 2025Q3: 1,809 shares; 2025Q4: 1,401 shares; 2026Q1: 1,229 shares 1,229$263K<0.01%-172Timeline
SKYDPARAMOUNT SKYDANCE 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: 19,641 shares; 2025Q4: 18,904 shares; 2026Q1: 28,974 shares 28,974$261K<0.01%+10,070Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,519 shares; 2024Q4: 139,177 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,028 shares 11,028$260K<0.01%newTimeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,547 shares; 2024Q4: 9,526 shares; 2025Q1: 9,529 shares; 2025Q2: 9,540 shares; 2025Q3: 9,560 shares; 2025Q4: 9,547 shares; 2026Q1: 9,486 shares 9,486$260K<0.01%-61Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,933 shares; 2025Q2: not reported; 2025Q3: 3,844 shares; 2025Q4: 4,572 shares; 2026Q1: 4,960 shares 4,960$259K<0.01%+388Timeline
WULFTERAWULF 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: 15,437 shares; 2025Q4: 20,830 shares; 2026Q1: 17,881 shares 17,881$258K<0.01%-2,949Timeline
EQXEQUINOX GOLD 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: 17,347 shares; 2026Q1: 17,840 shares 17,840$258K<0.01%+493Timeline
SUSBISHARES 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: 10,018 shares; 2025Q4: 10,926 shares; 2026Q1: 10,265 shares 10,265$257K<0.01%-661Timeline
BETABETA 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: 17,458 shares 17,458$257K<0.01%newTimeline
IJHISHARES 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: 3,181 shares; 2026Q1: 3,793 shares 3,793$256K<0.01%+612Timeline
CWCURTISS WRIGHT 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: 364 shares; 2026Q1: 375 shares 375$255K<0.01%+11Timeline
ELFE L F BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,013 shares; 2025Q1: 4,302 shares; 2025Q2: 3,929 shares; 2025Q3: 4,163 shares; 2025Q4: 4,201 shares; 2026Q1: 4,195 shares 4,195$254K<0.01%-6Timeline
SCZISHARES 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: 3,504 shares; 2025Q3: 3,624 shares; 2025Q4: 3,254 shares; 2026Q1: 3,229 shares 3,229$253K<0.01%-25Timeline
AFKVANECK 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: 9,321 shares; 2025Q4: 10,404 shares; 2026Q1: 9,825 shares 9,825$253K<0.01%-579Timeline
AWRAMER STATES WTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,880 shares; 2025Q1: 2,925 shares; 2025Q2: 3,115 shares; 2025Q3: 3,189 shares; 2025Q4: 3,339 shares; 2026Q1: 3,330 shares 3,330$252K<0.01%-9Timeline
GEMGOLDMAN SACHS 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: 5,565 shares; 2025Q4: 5,083 shares; 2026Q1: 5,758 shares 5,758$249K<0.01%+675Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 3,586 shares; 2025Q1: 2,592 shares; 2025Q2: not reported; 2025Q3: 2,776 shares; 2025Q4: 2,689 shares; 2026Q1: 2,709 shares 2,709$245K<0.01%+20Timeline
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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 306 shares 306$242K<0.01%newTimeline
BMNRBITMINE IMMERSION TECHS 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: 12,211 shares 12,211$242K<0.01%newTimeline
SPEMSPDR INDEX SHS 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: 5,235 shares; 2026Q1: 5,141 shares 5,141$241K<0.01%-94Timeline
FNDCSCHWAB 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: 5,326 shares; 2026Q1: 5,139 shares 5,139$238K<0.01%-187Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,124 shares; 2025Q1: not reported; 2025Q2: 4,989 shares; 2025Q3: 5,288 shares; 2025Q4: not reported; 2026Q1: 4,309 shares 4,309$236K<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: 3,474 shares; 2025Q3: 3,781 shares; 2025Q4: 4,027 shares; 2026Q1: 3,588 shares 3,588$234K<0.01%-439Timeline
FLTWFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,233 shares; 2024Q4: 4,761 shares; 2025Q1: 4,752 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,422 shares 3,422$233K<0.01%newTimeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 805 shares; 2025Q1: 749 shares; 2025Q2: 737 shares; 2025Q3: 708 shares; 2025Q4: 702 shares; 2026Q1: 695 shares 695$232K<0.01%-7Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,130 shares; 2024Q4: 18,998 shares; 2025Q1: 23,773 shares; 2025Q2: 26,291 shares; 2025Q3: 19,058 shares; 2025Q4: 17,590 shares; 2026Q1: 21,534 shares 21,534$231K<0.01%+3,944Timeline
AZNASTRAZENECA 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: 1,171 shares 1,171$231K<0.01%newTimeline
BBCAJ 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: 2,706 shares; 2025Q4: 2,668 shares; 2026Q1: 2,449 shares 2,449$230K<0.01%-219Timeline
ITTITT 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: 1,159 shares; 2025Q4: 1,162 shares; 2026Q1: 1,208 shares 1,208$230K<0.01%+46Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
WMGWARNER MUSIC GROUP CORP62,811$1.93Mshares
CMACOMERICA INC15,580$1.35Mshares
BAXBAXTER INTL INC33,171$634Kshares
EXASEXACT SCIENCES CORP4,680$475Kshares
HOGHARLEY DAVIDSON INC21,452$440Kshares
AZNASTRAZENECA PLC-SPONS ADR4,586$422Kshares
LEN-BLENNAR CORP3,895$370Kshares
UPSTUPSTART HLDGS INC8,032$351Kshares
CROXCROCS INC4,020$344Kshares
LBRDKLIBERTY BROADBAND CORP6,918$336Kshares
BSYBENTLEY SYS INC8,412$321Kshares
AMCOR PLCAMCOR PLC34,435$287Kshares
DAYDAYFORCE INC4,131$286Kshares
EPAMEPAM SYS INC1,345$276Kshares
CRCLCIRCLE INTERNET GROUP INC3,428$272Kshares
BLDRBUILDERS FIRSTSOURCE INC2,500$257Kshares
FUBOFUBOTV INC93,519$236Kshares
MANHMANHATTAN ASSOCIATES INC1,351$234Kshares
RUNSUNRUN INC12,365$228Kshares
EFAXSPDR INDEX SHS FDS4,387$221Kshares
SCJISHARES INC2,405$221Kshares
CFLTCONFLUENT INC-CLASS A7,190$217Kshares
BETZLISTED FDS TR9,893$208Kshares
ANAUTONATION INC1,000$206Kshares
BUZZVANECK ETF TRUST6,266$204Kshares
SGISOMNIGROUP INTERNATIONAL INC2,249$201Kshares
POOLPOOL CORP876$200Kshares
CLSKCLEANSPARK INC18,994$192Kshares
BYNDBEYOND MEAT INC131,429$108Kshares
UAAUNDER ARMOUR INC19,488$96.9Kshares
TET1 ENERGY INC12,350$82.5Kshares
BZAIBLAIZE HLDGS INC10,326$20.1Kshares
DVLTDATAVAULT AI INC15,944$10.4Kshares

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 0002085853-26-000564 base2026-05-05acceptance time not in the bulk data set