| 5/19/2026 | Bank of America Corp DE | 584,319 | $12.55M | 0.0% | +6.2% | 2.265% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 2,000 | $43K | 0.0% | N/A | 0.008% | |
| 5/18/2026 | Royal Bank of Canada | 114,396 | $2.46M | 0.0% | +16.7% | 0.443% | |
| 5/16/2026 | Quantinno Capital Management LP | 9,977 | $214K | 0.0% | N/A | 0.039% | |
| 5/14/2026 | Lido Advisors LLC | 13,145 | $282K | 0.0% | -91.0% | 0.051% | |
| 5/13/2026 | Cetera Investment Advisers | 114,911 | $2.47M | 0.0% | +46.3% | 0.445% | |
| 5/7/2026 | Balefire LLC | 208,793 | $4.48M | 0.8% | +0.3% | 0.809% | |
| 5/7/2026 | AlphaCentric Advisors LLC | 9,095 | $195K | 0.2% | -50.8% | 0.035% | |
| 5/6/2026 | Independent Financial Group LLC | 125,408 | $2.69M | 0.1% | N/A | 0.486% | |
| 5/5/2026 | Wealthfront Advisers LLC | 23,381 | $502K | 0.0% | -37.4% | 0.091% | |
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| 5/5/2026 | Bank of New York Mellon Corp | 591,640 | $12.70M | 0.0% | N/A | 2.293% | |
| 5/2/2026 | Arlington Capital Management Inc. | 47,214 | $1.01M | 0.6% | +2.4% | 0.183% | |
| 5/1/2026 | Fifth Third Bancorp | 13,394 | $288K | 0.0% | N/A | 0.052% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 28,227 | $606K | 0.0% | -12.9% | 0.109% | |
| 4/30/2026 | Kestra Advisory Services LLC | 30,881 | $663K | 0.0% | +28.9% | 0.120% | |
| 4/30/2026 | Sumitomo Mitsui Trust Group Inc. | 25,221 | $541K | 0.0% | -2.1% | 0.098% | |
| 4/28/2026 | Ascentis Independent Advisors | 21,299 | $457K | 0.0% | N/A | 0.083% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 42,643 | $916K | 0.0% | +6.4% | 0.165% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 9,914 | $213K | 0.0% | -10.0% | 0.038% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 25,221 | $541K | 0.0% | +3.0% | 0.098% | |
| 4/17/2026 | AdvisorNet Financial Inc | 288,470 | $6.19M | 0.3% | +2.3% | 1.118% | |
| 3/20/2026 | Purpose Unlimited Inc. | 1,595 | $35K | 0.0% | N/A | 0.006% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 8,510 | $189K | 0.0% | -14.5% | 0.033% | |
| 2/20/2026 | Kovitz Investment Group Partners LLC | 163,402 | $3.62M | 0.1% | N/A | 0.633% | |
| 2/18/2026 | Quadrature Capital Ltd | 14,038 | $311K | 0.0% | -52.8% | 0.054% | |
| 2/18/2026 | Man Group plc | 153,690 | $3.41M | 0.0% | N/A | 0.596% | |
| 2/18/2026 | IHT Wealth Management LLC | 48,340 | $1.07M | 0.0% | -7.2% | 0.187% | |
| 2/17/2026 | Cetera Investment Advisers | 78,546 | $1.74M | 0.0% | +21.6% | 0.304% | |
| 2/17/2026 | Osaic Holdings Inc. | 391,479 | $8.68M | 0.0% | +0.4% | 1.517% | |
| 2/17/2026 | Captrust Financial Advisors | 34,255 | $760K | 0.0% | +3.7% | 0.133% | |
| 2/17/2026 | Royal Bank of Canada | 98,004 | $2.17M | 0.0% | +14.8% | 0.380% | |
| 2/17/2026 | Cynosure Group LLC | 124,524 | $2.76M | 0.1% | -7.7% | 0.483% | |
| 2/16/2026 | MML Investors Services LLC | 115,147 | $2.55M | 0.0% | -4.2% | 0.446% | |
| 2/13/2026 | Marshall Wace LLP | 21,237 | $471K | 0.0% | N/A | 0.082% | |
| 2/13/2026 | Stifel Financial Corp | 47,876 | $1.06M | 0.0% | +2.2% | 0.186% | |
| 2/13/2026 | Advyzon Investment Management LLC | 15,494 | $344K | 0.0% | +5.7% | 0.060% | |
| 2/13/2026 | Wells Fargo & Company MN | 1,633,504 | $36.23M | 0.0% | -0.1% | 6.331% | |
| 2/13/2026 | Macquarie Group Ltd. | 51,040 | $1.13M | 0.0% | +220.5% | 0.198% | |
| 2/12/2026 | AlphaCentric Advisors LLC | 18,493 | $410K | 0.4% | N/A | 0.072% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 40,072 | $889K | 0.0% | +1.5% | 0.155% | |
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| 2/11/2026 | LPL Financial LLC | 303,903 | $6.74M | 0.0% | +23.2% | 1.178% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 13,676 | $303K | 0.0% | +8.2% | 0.053% | |
| 2/10/2026 | Lido Advisors LLC | 145,356 | $3.22M | 0.0% | +1,055.5% | 0.563% | |
| 2/10/2026 | Bridges Investment Management Inc. | 94,154 | $2.09M | 0.0% | -22.6% | 0.365% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 21,535 | $478K | 0.0% | -4.9% | 0.083% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 263,352 | $5.84M | 0.1% | N/A | 1.021% | |
| 2/9/2026 | Endowment Wealth Management Inc. | 12,487 | $277K | 0.1% | +4.7% | 0.048% | |
| 2/6/2026 | Prevail Innovative Wealth Advisors LLC | 147,360 | $3.27M | 0.6% | +8.3% | 0.571% | |
| 2/5/2026 | Soltis Investment Advisors LLC | 57,407 | $1.27M | 0.1% | -35.5% | 0.223% | |
| 2/4/2026 | One Wealth Map LLC | 10,780 | $243K | 0.1% | N/A | 0.042% | |
| 2/3/2026 | Manning & Napier Advisors LLC | 32,403 | $719K | 0.0% | -3.8% | 0.126% | |
| 2/3/2026 | McIlrath & Eck LLC | 3,540 | $79K | 0.0% | N/A | 0.014% | |
| 1/30/2026 | Wealthfront Advisers LLC | 37,368 | $829K | 0.0% | +22.7% | 0.145% | |
| 1/29/2026 | Comerica Bank | 14,267 | $316K | 0.0% | -4.1% | 0.055% | |
| 1/29/2026 | Kestra Private Wealth Services LLC | 24,480 | $543K | 0.0% | -12.6% | 0.095% | |
| 1/29/2026 | UBS Group AG | 164,391 | $3.65M | 0.0% | +19.0% | 0.637% | |
| 1/28/2026 | Clarity Financial LLC | 246,757 | $5.47M | 0.5% | -3.9% | 0.956% | |
| 1/27/2026 | Evergreen Capital Management LLC | 344,660 | $7.65M | 0.2% | +2.7% | 1.336% | |
| 1/26/2026 | Trivium Point Advisory LLC | 161,435 | $3.58M | 0.4% | -3.5% | 0.626% | |
| 1/23/2026 | Choreo LLC | 42,044 | $932K | 0.0% | -14.7% | 0.163% | |
| 1/23/2026 | Sumitomo Mitsui Trust Group Inc. | 25,774 | $572K | 0.0% | -10.6% | 0.100% | |
| 1/21/2026 | Sound Income Strategies LLC | 1,600 | $38K | 0.0% | N/A | 0.006% | |
| 1/20/2026 | Ethos Financial Group LLC | 11,275 | $250K | 0.0% | N/A | 0.044% | |
| 1/20/2026 | AdvisorNet Financial Inc | 281,893 | $6.25M | 0.3% | N/A | 1.093% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 11,010 | $244K | 0.0% | -25.7% | 0.043% | |
| 1/15/2026 | Brookstone Capital Management | 11,696 | $259K | 0.0% | -5.4% | 0.045% | |
| 1/14/2026 | Wealthcare Advisory Partners LLC | 20,313 | $451K | 0.0% | -39.1% | 0.079% | |
| 1/13/2026 | Capital Investment Advisors LLC | 31,321 | $695K | 0.0% | -12.4% | 0.121% | |
| 1/6/2026 | Arlington Capital Management Inc. | 46,109 | $1.02M | 0.6% | -3.8% | 0.179% | |
| 1/5/2026 | Park Avenue Securities LLC | 16,635 | $369K | 0.0% | -18.8% | 0.064% | |
| 1/5/2026 | Miller Global Investments LLC | 1,161 | $26K | 0.0% | N/A | 0.005% | |
| 1/1/2026 | JPMorgan Chase & Co. | 6,285 | $138K | 0.0% | +26.2% | 0.024% | |
| 12/23/2025 | Triumph Capital Management | 4,847 | $106K | 0.0% | N/A | 0.019% | |
| 11/18/2025 | Advisory Services Network LLC | 2,624 | $58K | 0.0% | N/A | 0.010% | |
| 11/17/2025 | Kestra Private Wealth Services LLC | 27,997 | $615K | 0.0% | -15.0% | 0.109% | |
| 11/17/2025 | First Foundation Advisors | 35,066 | $770K | 0.0% | +16.6% | 0.136% | |
| 11/17/2025 | Triumph Capital Management | 4,847 | $106K | 0.0% | N/A | 0.019% | |
| 11/17/2025 | FWL Investment Management LLC | 11,116 | $244K | 0.1% | -20.9% | 0.043% | |
| 11/17/2025 | Qube Research & Technologies Ltd | 26,240 | $576K | 0.0% | N/A | 0.102% | |
| 11/17/2025 | Prelude Capital Management LLC | 80,000 | $1.76M | 0.1% | N/A | 0.310% | |
| 11/17/2025 | Bank of America Corp DE | 540,992 | $11.89M | 0.0% | +3.2% | 2.097% | |
| 11/17/2025 | Ameriprise Financial Inc. | 287,850 | $6.33M | 0.0% | -3.0% | 1.116% | |
| 11/14/2025 | Raymond James Financial Inc. | 108,973 | $2.39M | 0.0% | -18.3% | 0.422% | |
| 11/14/2025 | Arlington Capital Management Inc. | 47,931 | $1.05M | 0.7% | N/A | 0.186% | |
| 11/14/2025 | Tower Research Capital LLC TRC | 49,804 | $1.09M | 0.0% | -9.7% | 0.193% | |
| 11/14/2025 | Glenmede Investment Management LP | 34,561 | $759K | 0.0% | N/A | 0.134% | |
| 11/13/2025 | UBS Group AG | 138,134 | $3.04M | 0.0% | -19.7% | 0.535% | |
| 11/13/2025 | BNP Paribas Financial Markets | 44,414 | $976K | 0.0% | -88.8% | 0.172% | |
| 11/13/2025 | Private Advisor Group LLC | 18,303 | $402K | 0.0% | -2.6% | 0.071% | |
| 11/13/2025 | Prevail Innovative Wealth Advisors LLC | 136,115 | $2.99M | 0.6% | +21.6% | 0.528% | |
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| 11/13/2025 | CreativeOne Wealth LLC | 19,361 | $425K | 0.0% | +7.0% | 0.075% | |
| 11/12/2025 | Trivium Point Advisory LLC | 167,253 | $3.68M | 0.4% | +3.7% | 0.648% | |
| 11/12/2025 | Sumitomo Mitsui Financial Group Inc. | 16,831 | $370K | 0.0% | +18.3% | 0.065% | |
| 11/12/2025 | Choreo LLC | 49,292 | $1.08M | 0.0% | -9.6% | 0.191% | |
| 11/10/2025 | Mount Lucas Management LP | 127,038 | $2.79M | 1.2% | N/A | 0.492% | |
| 11/7/2025 | JPMorgan Chase & Co. | 6,285 | $138K | 0.0% | +26.2% | 0.024% | |
| 11/6/2025 | Endowment Wealth Management Inc. | 11,923 | $262K | 0.1% | +24.7% | 0.046% | |
| 11/6/2025 | Wealthfront Advisers LLC | 30,444 | $669K | 0.0% | +5.1% | 0.118% | |
| 11/5/2025 | J.W. Cole Advisors Inc. | 12,635 | $278K | 0.0% | -16.3% | 0.049% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 635,956 | $13.97M | 0.0% | +5.9% | 2.465% | |