| 6/2/2025 | Modern Wealth Management LLC | 61,614 | $1.37M | 0.0% | +1.6% | 0.009% | |
| 5/28/2025 | Intrua Financial LLC | 17,980 | $398K | 0.1% | +15.2% | 0.003% | |
| 5/27/2025 | Advisors Capital Management LLC | 3,627,990 | $80.40M | 1.2% | +3.0% | 0.523% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 138,139 | $3.06M | 0.5% | +10.2% | 0.020% | |
| 5/21/2025 | MBL Wealth LLC | 23,316 | $517K | 0.1% | -23.1% | 0.003% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 50,779 | $1.13M | 0.0% | -1.4% | 0.007% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 18,517 | $410K | 0.1% | +7.1% | 0.003% | |
| 5/20/2025 | Belpointe Asset Management LLC | 44,358 | $983K | 0.1% | +1.7% | 0.006% | |
| 5/20/2025 | Focus Partners Wealth | 54,066 | $1.20M | 0.0% | -0.9% | 0.008% | |
| 5/19/2025 | SCS Capital Management LLC | 531,499 | $11.78M | 0.1% | N/A | 0.077% | |
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| 5/19/2025 | Smith Asset Management Co. LLC | 275,616 | $6.11M | 5.7% | N/A | 0.040% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 666,330 | $14.77M | 0.0% | N/A | 0.097% | |
| 5/19/2025 | Palogic Value Management L.P. | 106,765 | $2.37M | 1.0% | +2.1% | 0.015% | |
| 5/16/2025 | Prostatis Group LLC | 21,768 | $482K | 0.2% | +2.1% | 0.003% | |
| 5/16/2025 | Empowered Funds LLC | 27,655 | $613K | 0.0% | +139.9% | 0.004% | |
| 5/16/2025 | Northeast Financial Consultants Inc | 857,410 | $19M | 0.8% | +22.2% | 0.124% | |
| 5/16/2025 | Ascent Group LLC | 41,253 | $914K | 0.0% | -3.0% | 0.006% | |
| 5/16/2025 | Challenger Wealth Management | 237,939 | $5.27M | 4.2% | +9.7% | 0.035% | |
| 5/16/2025 | CTC Alternative Strategies Ltd. | 16,800 | $372K | 0.5% | N/A | 0.002% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 53,452 | $1.19M | 0.0% | +6.7% | 0.008% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,835,007 | $62.82M | 0.0% | +14.5% | 0.411% | |
| 5/16/2025 | Laidlaw Wealth Management LLC | 10,625 | $235K | 0.7% | -12.7% | 0.002% | |
| 5/16/2025 | Dynamic Technology Lab Private Ltd | 12,330 | $273K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Uniplan Investment Counsel Inc. | 170,864 | $3.79M | 0.4% | -3.7% | 0.025% | |
| 5/16/2025 | Plancorp LLC | 11,326 | $251K | 0.0% | N/A | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 119,730 | $2.65M | 0.0% | +14.3% | 0.017% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 41,194 | $913K | 0.0% | -7.9% | 0.006% | |
| 5/16/2025 | AQR Capital Management LLC | 16,502 | $365K | 0.0% | +6.5% | 0.002% | |
| 5/16/2025 | Advisors Asset Management Inc. | 413,375 | $9.16M | 0.2% | +4.1% | 0.060% | |
| 5/16/2025 | Ancora Advisors LLC | 47,935 | $1.06M | 0.0% | +1.2% | 0.007% | |
| 5/15/2025 | Promethium Advisors LLC | 9,586 | $212K | 0.1% | -20.3% | 0.001% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 68,250 | $1.51M | 0.0% | +54.3% | 0.010% | |
| 5/15/2025 | Ares Management LLC | 1,888,631 | $41.85M | 2.6% | -0.5% | 0.274% | |
| 5/15/2025 | EP Wealth Advisors LLC | 14,238 | $316K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 13,905 | $308K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | FJ Capital Management LLC | 69,062 | $1.53M | 0.2% | +41.9% | 0.010% | |
| 5/15/2025 | Royal Bank of Canada | 3,560,479 | $78.90M | 0.0% | -13.0% | 0.516% | |
| 5/15/2025 | Calton & Associates Inc. | 13,554 | $300K | 0.1% | N/A | 0.002% | |
| 5/15/2025 | Second Line Capital LLC | 69,778 | $1.55M | 0.4% | +0.9% | 0.010% | |
| 5/15/2025 | Certior Financial Group LLC | 66,167 | $1.47M | 1.2% | -3.7% | 0.010% | |
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| 5/15/2025 | Baird Financial Group Inc. | 913,430 | $20.24M | 0.0% | +1.8% | 0.132% | |
| 5/15/2025 | Palogic Value Management L.P. | 106,765 | $2.37M | 1.0% | +2.1% | 0.015% | |
| 5/15/2025 | Evergreen Capital Management LLC | 273,038 | $6.05M | 0.2% | -27.5% | 0.040% | |
| 5/15/2025 | Hanover Advisors Inc. | 10,839 | $240K | 0.1% | +7.1% | 0.002% | |
| 5/15/2025 | OMERS ADMINISTRATION Corp | 1,493,227 | $33.09M | 0.3% | +10.2% | 0.217% | |
| 5/15/2025 | Cascade Investment Group Inc. | 63,961 | $1.42M | 1.1% | -1.6% | 0.009% | |
| 5/15/2025 | Callodine Capital Management LP | 100,000 | $2.22M | 0.4% | -50.0% | 0.015% | |
| 5/15/2025 | D L Carlson Investment Group Inc. | 16,528 | $366K | 0.1% | -5.6% | 0.002% | |
| 5/14/2025 | Truvestments Capital LLC | 226,358 | $5.02M | 1.1% | +30.7% | 0.033% | |
| 5/14/2025 | Ieq Capital LLC | 136,097 | $3.02M | 0.0% | +38.5% | 0.020% | |
| 5/14/2025 | CreativeOne Wealth LLC | 157,906 | $3.50M | 0.1% | +2.1% | 0.023% | |
| 5/14/2025 | Zuckerman Investment Group LLC | 100,250 | $2.22M | 0.2% | +9.0% | 0.015% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 69,046 | $1.53M | 0.6% | -0.9% | 0.010% | |
| 5/14/2025 | FORA Capital LLC | 41,020 | $909K | 0.1% | N/A | 0.006% | |
| 5/14/2025 | Comerica Bank | 162,792 | $3.61M | 0.0% | -0.6% | 0.024% | |
| 5/14/2025 | Jump Financial LLC | 12,204 | $270K | 0.0% | -91.9% | 0.002% | |
| 5/14/2025 | SVB Wealth LLC | 3,903 | $86K | 0.0% | -62.8% | 0.001% | |
| 5/14/2025 | Cadence Bank | 9,126 | $202K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 12,334 | $273K | 0.0% | +40.5% | 0.002% | |
| 5/14/2025 | Sax Wealth Advisors LLC | 22,235 | $493K | 0.0% | N/A | 0.003% | |
| 5/14/2025 | Strategies Wealth Advisors LLC | 9,539 | $211K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Kestra Advisory Services LLC | 314,641 | $6.97M | 0.0% | -3.8% | 0.046% | |
| 5/14/2025 | Compound Planning Inc. | 29,607 | $656K | 0.0% | -6.2% | 0.004% | |
| 5/14/2025 | Ameriprise Financial Inc. | 3,568,394 | $79.07M | 0.0% | -4.2% | 0.517% | |
| 5/14/2025 | Integras Partners LLC | 82,519 | $1.83M | 1.7% | +17.5% | 0.012% | |
| 5/14/2025 | CW Advisors LLC | 423,845 | $9.39M | 0.1% | +196.7% | 0.061% | |
| 5/14/2025 | Erste Asset Management GmbH | 174,800 | $3.91M | 0.0% | -5.0% | 0.025% | |
| 5/14/2025 | Venture Visionary Partners LLC | 26,672 | $591K | 0.0% | +6.2% | 0.004% | |
| 5/14/2025 | Credit Agricole S A | 772,219 | $17.11M | 0.1% | +55.7% | 0.112% | |
| 5/14/2025 | JT Stratford LLC | 16,035 | $355K | 0.1% | -7.2% | 0.002% | |
| 5/14/2025 | Texas Capital Bancshares Inc TX | 44,569 | $988K | 0.4% | N/A | 0.006% | |
| 5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 166,924 | $3.70M | 0.4% | +7.9% | 0.024% | |
| 5/14/2025 | M Holdings Securities Inc. | 50,563 | $1.12M | 0.2% | +1.9% | 0.007% | |
| 5/14/2025 | Quantbot Technologies LP | 8,111 | $180K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Wellington Management Group LLP | 490,000 | $10.86M | 0.0% | N/A | 0.071% | |
| 5/14/2025 | Cornerstone Select Advisors LLC | 141,291 | $3.13M | 3.0% | +10.3% | 0.020% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 73,991 | $1.64M | 0.0% | +1.0% | 0.011% | |
| 5/13/2025 | Elequin Capital LP | 1,363 | $30K | 0.0% | N/A | 0.000% | |
| 5/13/2025 | Ethos Financial Group LLC | 24,201 | $532K | 0.1% | +71.1% | 0.004% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 601,905 | $13.34M | 0.1% | -12.3% | 0.087% | |
| 5/13/2025 | Partners Group Holding AG | 1,652,729 | $36.62M | 1.5% | +3.5% | 0.240% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,720,010 | $60.28M | 0.0% | +2.4% | 0.394% | |
| 5/13/2025 | Elevatus Welath Management | 9,126 | $202K | 0.1% | -11.3% | 0.001% | |
| 5/13/2025 | Cresset Asset Management LLC | 59,458 | $1.32M | 0.0% | +7.2% | 0.009% | |
| 5/13/2025 | Tocqueville Asset Management L.P. | 236,052 | $5.23M | 0.1% | +828.2% | 0.034% | |
| 5/13/2025 | Aberdeen Group plc | 125,367 | $2.76M | 0.0% | +3.4% | 0.018% | |
| 5/13/2025 | Providence Capital Advisors LLC | 154,676 | $3.43M | 0.7% | +0.8% | 0.022% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 438,266 | $9.71M | 0.0% | +14.8% | 0.064% | |
| 5/13/2025 | Neuberger Berman Group LLC | 803,919 | $17.82M | 0.0% | +0.6% | 0.117% | |
| 5/13/2025 | Boston Partners | 488,486 | $10.82M | 0.0% | +11.7% | 0.071% | |
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| 5/13/2025 | LGT Group Foundation | 499,153 | $11.06M | 0.2% | +30.1% | 0.072% | |
| 5/13/2025 | Rathbones Group PLC | 228,292 | $5.06M | 0.0% | +31.1% | 0.033% | |
| 5/13/2025 | Anfield Capital Management LLC | 12,816 | $284K | 0.1% | +9.6% | 0.002% | |
| 5/13/2025 | HighTower Advisors LLC | 2,621,109 | $58.08M | 0.1% | +87.2% | 0.380% | |
| 5/12/2025 | Eagle Global Advisors LLC | 91,985 | $2.04M | 0.1% | +9.0% | 0.013% | |
| 5/12/2025 | Meridian Wealth Management LLC | 178,173 | $3.95M | 0.2% | -0.9% | 0.026% | |
| 5/12/2025 | Virtu Financial LLC | 58,666 | $1.30M | 0.1% | N/A | 0.009% | |
| 5/12/2025 | Invesco Ltd. | 383,805 | $8.51M | 0.0% | -5.2% | 0.056% | |
| 5/12/2025 | Fiduciary Family Office LLC | 11,186 | $248K | 0.1% | N/A | 0.002% | |
| 5/12/2025 | True North Advisors LLC | 9,143 | $203K | 0.0% | N/A | 0.001% | |
