| 7/2/2026 | CX Institutional | 158,718 | $9.35M | 0.3% | -2.1% | 0.080% | |
| 6/30/2026 | VectorGlobal IAG Inc. | 29,312 | $1.49M | 0.4% | N/A | 0.015% | |
| 6/24/2026 | Basecamp Wealth Advisors LLC | 1,019 | $52K | 0.0% | +142.6% | 0.001% | |
| 6/16/2026 | Steelhead Wealth Management LLC | 52,836 | $2.68M | 1.4% | N/A | 0.027% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 10,248 | $521K | 0.0% | +21.9% | 0.005% | |
| 6/3/2026 | Parallel Advisors LLC | 59,691 | $3.03M | 0.1% | +220.7% | 0.030% | |
| 6/3/2026 | NewEdge Advisors LLC | 125,347 | $6.37M | 0.0% | +5.0% | 0.063% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 5,800 | $327K | 0.0% | N/A | 0.003% | |
| 5/26/2026 | Axiom Investment Management LLC | 556 | $28K | 0.0% | N/A | 0.000% | |
| 5/20/2026 | Norris Financial Group LLC | 36,420 | $1.85M | 0.6% | N/A | 0.018% | |
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| 5/19/2026 | Western Wealth Management LLC | 53,000 | $2.69M | 0.1% | +35.4% | 0.027% | |
| 5/19/2026 | Sonoma Allocations LLC | 17,013 | $875K | 0.3% | N/A | 0.009% | |
| 5/19/2026 | Eley Financial Management Inc | 5,315 | $270K | 0.1% | N/A | 0.003% | |
| 5/19/2026 | Cornerstone Wealth LLC TN | 25,296 | $1.41M | 0.8% | N/A | 0.013% | |
| 5/19/2026 | Bank of America Corp DE | 25,499,439 | $1.30B | 0.1% | +3.7% | 12.907% | |
| 5/19/2026 | Centaurus Financial Inc. | 26,616 | $1.35M | 0.1% | -14.4% | 0.013% | |
| 5/19/2026 | Arkadios Wealth Advisors | 40,656 | $2.07M | 0.0% | +76.7% | 0.021% | |
| 5/19/2026 | Claris Financial LLC | 12,213 | $621K | 0.3% | +66.6% | 0.006% | |
| 5/18/2026 | Royal Bank of Canada | 1,610,656 | $81.84M | 0.0% | +8.1% | 0.815% | |
| 5/16/2026 | Quantinno Capital Management LP | 17,496 | $889K | 0.0% | +2.5% | 0.009% | |
| 5/16/2026 | Copley Financial Group Inc. | 132,333 | $6.72M | 4.1% | +5.2% | 0.067% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 9,761 | $496K | 0.0% | +88.8% | 0.005% | |
| 5/15/2026 | Ameraudi Asset Management Inc. | 8,519 | $433K | 0.2% | -39.8% | 0.004% | |
| 5/14/2026 | Renaissance Technologies LLC | 18,200 | $925K | 0.0% | N/A | 0.009% | |
| 5/14/2026 | Hilltop Holdings Inc. | 7,933 | $403K | 0.0% | -25.9% | 0.004% | |
| 5/14/2026 | Compound Planning Inc. | 8,092 | $411K | 0.0% | -12.8% | 0.004% | |
| 5/14/2026 | Modern Wealth Management LLC | 20,268 | $1.05M | 0.0% | N/A | 0.010% | |
| 5/14/2026 | Greenline Wealth Management LLC | 15,620 | $794K | 0.9% | +76.8% | 0.008% | |
| 5/14/2026 | Lido Advisors LLC | 79,127 | $4.02M | 0.0% | +89.0% | 0.040% | |
| 5/13/2026 | Cetera Investment Advisers | 1,297,545 | $65.93M | 0.1% | +31.7% | 0.657% | |
| 5/13/2026 | Wealthspire Retirement LLC | 18,417 | $936K | 0.1% | -4.1% | 0.009% | |
| 5/13/2026 | Petra Financial Advisors Inc. | 9,073 | $461K | 0.3% | N/A | 0.005% | |
| 5/12/2026 | Insight Advisors LLC PA | 30,081 | $1.53M | 0.3% | +1.4% | 0.015% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 83,250 | $4.23M | 0.0% | +135.1% | 0.042% | |
| 5/8/2026 | Madison Asset Management LLC | 81,054 | $4.12M | 0.1% | N/A | 0.041% | |
| 5/7/2026 | Parallel Advisors LLC | 59,691 | $3.03M | 0.1% | +220.7% | 0.030% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 31,813 | $1.62M | 0.1% | -13.7% | 0.016% | |
| 5/6/2026 | Quadrant Private Wealth Management LLC | 153,554 | $7.80M | 1.2% | +2.0% | 0.078% | |
| 5/6/2026 | Assetmark Inc. | 91,163 | $4.63M | 0.0% | +2,375.9% | 0.046% | |
| 5/6/2026 | Main Street Group LTD | 1,013 | $51K | 0.0% | N/A | 0.001% | |
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| 5/6/2026 | Clearstead Trust LLC | 604 | $31K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Avalon Trust Co | 671 | $34K | 0.0% | -59.8% | 0.000% | |
| 5/6/2026 | Sofi Wealth LLC | 16,557 | $841K | 0.0% | +16.9% | 0.008% | |
| 5/6/2026 | Independent Financial Group LLC | 100,269 | $5.10M | 0.2% | N/A | 0.051% | |
| 5/5/2026 | Lane Brothers & Co. Inc. | 69,248 | $3.52M | 2.6% | -6.8% | 0.035% | |
| 5/5/2026 | Vectors Research Management LLC | 43,213 | $2.20M | 0.6% | N/A | 0.022% | |
| 5/5/2026 | Wealthfront Advisers LLC | 48,292 | $2.45M | 0.0% | +11.6% | 0.024% | |
| 5/5/2026 | D.A. Davidson & CO. | 90,990 | $4.62M | 0.0% | +15.6% | 0.046% | |
| 5/5/2026 | Beaumont Financial Advisors LLC | 16,949 | $861K | 0.1% | +1.1% | 0.009% | |
| 5/5/2026 | Bank of New York Mellon Corp | 22,014 | $1.12M | 0.0% | -72.0% | 0.011% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 9,007 | $458K | 0.0% | -16.5% | 0.005% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 8,938,139 | $454.15M | 3.1% | +43.3% | 4.524% | |
| 5/5/2026 | NFSG Corp | 486 | $25K | 0.0% | -37.8% | 0.000% | |
| 5/5/2026 | Sanctuary Advisors LLC | 136,414 | $6.93M | 0.0% | -38.2% | 0.069% | |
| 5/5/2026 | Sigma Planning Corp | 31,724 | $1.61M | 0.0% | +1.3% | 0.016% | |
| 5/5/2026 | Conservest Capital Advisors Inc. | 40,658 | $2.07M | 0.2% | +230.5% | 0.021% | |
| 5/5/2026 | Avantax Planning Partners Inc. | 5,437 | $276K | 0.0% | +21.2% | 0.003% | |
| 5/4/2026 | Bleakley Financial Group LLC | 82,125 | $4.17M | 0.1% | -9.9% | 0.042% | |
| 5/4/2026 | HBW Advisory Services LLC | 284,878 | $14.48M | 1.5% | -19.3% | 0.144% | |
| 5/4/2026 | NWF Advisory Services Inc. | 4,060 | $206K | 0.0% | N/A | 0.002% | |
| 5/4/2026 | Principal Financial Group Inc. | 1,567,475 | $79.64M | 0.0% | +46.0% | 0.793% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 15,268 | $842K | 0.0% | -3.3% | 0.008% | |
| 5/4/2026 | Y.D. More Investments Ltd | 137,667 | $6.92M | 0.3% | -0.4% | 0.070% | |
| 5/2/2026 | International Assets Investment Management LLC | 15,039 | $777K | 0.0% | +54.3% | 0.008% | |
| 5/2/2026 | Anchor Investment Management LLC | 3,000 | $152K | 0.0% | -11.8% | 0.002% | |
| 5/2/2026 | Castleview Partners LLC | 10,273 | $522K | 0.3% | -13.4% | 0.005% | |
| 5/2/2026 | Associated Banc Corp | 6,022 | $306K | 0.0% | +36.3% | 0.003% | |
| 5/2/2026 | ARQ Wealth Advisors LLC | 115,992 | $5.89M | 1.1% | +5.9% | 0.059% | |
| 5/2/2026 | Diversify Wealth Management LLC | 50,560 | $2.79M | 0.1% | N/A | 0.026% | |
| 5/2/2026 | Valmark Advisers Inc. | 9,576 | $487K | 0.0% | -2.1% | 0.005% | |
| 5/1/2026 | 180 Wealth Advisors LLC | 7,678 | $390K | 0.0% | +51.5% | 0.004% | |
| 5/1/2026 | Castle Wealth Management LLC | 120,731 | $6.13M | 2.0% | +0.4% | 0.061% | |
| 5/1/2026 | Midwest Trust Co | 14,612 | $742K | 0.0% | -8.4% | 0.007% | |
| 5/1/2026 | Fifth Third Bancorp | 67,889 | $3.45M | 0.0% | +581.8% | 0.034% | |
| 5/1/2026 | Sovran Advisors LLC | 13,047 | $663K | 0.1% | -29.8% | 0.007% | |
| 5/1/2026 | Advisors Management Group Inc. ADV | 6,787 | $344K | 0.1% | -9.7% | 0.003% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 15,861 | $806K | 0.0% | -1.4% | 0.008% | |
| 5/1/2026 | Paladin Advisory Group LLC | 70,397 | $3.58M | 2.7% | -3.0% | 0.036% | |
| 4/30/2026 | Hsbc Holdings PLC | 41,712 | $2.12M | 0.0% | +16.3% | 0.021% | |
| 4/30/2026 | Financial Freedom LLC | 29,934 | $1.52M | 0.8% | -1.1% | 0.015% | |
| 4/30/2026 | Kestra Advisory Services LLC | 875,996 | $44.51M | 0.2% | +16.9% | 0.443% | |
| 4/30/2026 | Integrity Investment Advisors LLC | 22,339 | $1.14M | 0.6% | +26.2% | 0.011% | |
| 4/30/2026 | First Interstate Bank | 763,387 | $38.79M | 2.2% | -37.1% | 0.386% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 20,682 | $1.05M | 0.0% | -30.0% | 0.010% | |
| 4/29/2026 | Axxcess Wealth Management LLC | 1,018,309 | $51.74M | 1.7% | -0.9% | 0.515% | |
| 4/29/2026 | Montag A & Associates Inc. | 102,051 | $5.19M | 0.2% | -1.2% | 0.052% | |
| 4/29/2026 | KERR FINANCIAL PLANNING Corp | 614 | $34K | 0.0% | -24.5% | 0.000% | |
| 4/29/2026 | Koa Wealth Management LLC | 30,844 | $1.57M | 1.1% | -5.5% | 0.016% | |
| 4/29/2026 | Meitav Investment House Ltd. | 1,221,025 | $62.04M | 0.7% | +1.3% | 0.618% | |
| 4/29/2026 | Dumont & Blake Investment Advisors LLC | 28,303 | $1.44M | 0.4% | -4.2% | 0.014% | |
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| 4/28/2026 | Nvest Financial LLC | 48,323 | $2.46M | 0.9% | +31.0% | 0.024% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 5,613 | $289K | 0.0% | -12.0% | 0.003% | |
| 4/28/2026 | Ascentis Independent Advisors | 36,593 | $1.86M | 0.1% | N/A | 0.019% | |
| 4/28/2026 | Stephens Inc. AR | 14,302 | $727K | 0.0% | +1.4% | 0.007% | |
| 4/28/2026 | NBT Bank N A NY | 570 | $29K | 0.0% | N/A | 0.000% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 35,890 | $1.82M | 0.1% | +6.4% | 0.018% | |
| 4/28/2026 | Hunter Associates Investment Management LLC | 4,257 | $215K | 0.0% | N/A | 0.002% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 36,029 | $1.83M | 0.4% | +5.2% | 0.018% | |
| 4/27/2026 | Altus Wealth Group LLC | 7,850 | $399K | 0.2% | +2.6% | 0.004% | |
| 4/27/2026 | PFG Investments LLC | 6,289 | $320K | 0.0% | -4.0% | 0.003% | |