| 8/12/2025 | JPMorgan Chase & Co. | 71,230,921 | $4.58B | 0.3% | -8.9% | 65.409% | |
| 8/8/2025 | Cetera Investment Advisers | 230,949 | $14.86M | 0.0% | +13.1% | 0.212% | |
| 8/7/2025 | Mitsubishi UFJ Asset Management Co. Ltd. | 210,973 | $13.57M | 0.0% | N/A | 0.194% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 1,557,022 | $100.18M | 1.4% | +118.3% | 1.430% | |
| 8/5/2025 | 5T Wealth LLC | 17,918 | $1.15M | 0.5% | -35.2% | 0.016% | |
| 8/4/2025 | Assetmark Inc. | 759,809 | $48.89M | 0.1% | -1.3% | 0.698% | |
| 8/4/2025 | Daymark Wealth Partners LLC | 327,209 | $21.05M | 0.8% | -13.1% | 0.300% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 1,034,648 | $66.57M | 0.0% | +10.2% | 0.950% | |
| 7/31/2025 | MN Wealth Advisors LLC | 6,436 | $414K | 0.2% | -72.9% | 0.006% | |
| 7/30/2025 | Strategic Blueprint LLC | 3,137 | $202K | 0.0% | N/A | 0.003% | |
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| 7/30/2025 | Principle Wealth Partners LLC | 6,647 | $428K | 0.0% | -7.0% | 0.006% | |
| 7/30/2025 | TFB Advisors LLC | 16,836 | $1.08M | 0.3% | -9.2% | 0.015% | |
| 7/30/2025 | WBH Advisory Inc. | 41,074 | $2.64M | 0.2% | N/A | 0.038% | |
| 7/28/2025 | WealthPlan Investment Management LLC | 26,099 | $1.68M | 0.1% | N/A | 0.024% | |
| 7/28/2025 | Arlington Financial Advisors LLC | 294,736 | $18.96M | 3.1% | +8.6% | 0.271% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,480 | $288K | 0.0% | -4.5% | 0.004% | |
| 7/25/2025 | CWM LLC | 26,774 | $1.72M | 0.0% | +137.0% | 0.025% | |
| 7/25/2025 | Richardson Financial Services Inc. | 9,437 | $608K | 0.4% | +18.3% | 0.009% | |
| 7/24/2025 | 3Chopt Investment Partners LLC | 8,815 | $567K | 0.1% | -76.0% | 0.008% | |
| 7/24/2025 | IFP Advisors Inc | 16,047 | $1.03M | 0.0% | +35.9% | 0.015% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 10,407 | $670K | 0.3% | +18.9% | 0.010% | |
| 7/21/2025 | Ascent Group LLC | 19,469 | $1.25M | 0.0% | -5.0% | 0.018% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 28,728 | $1.85M | 0.1% | N/A | 0.026% | |
| 7/21/2025 | Triad Wealth Partners LLC | 28,024 | $1.80M | 0.4% | +35.9% | 0.026% | |
| 7/18/2025 | Lockerman Financial Group Inc. | 19,933 | $1.28M | 1.7% | +2.6% | 0.018% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 1,026,106 | $66.02M | 0.2% | +6.2% | 0.938% | |
| 7/17/2025 | KWB Wealth | 70,038 | $4.13M | 0.5% | +63.3% | 0.064% | |
| 7/16/2025 | ORG Partners LLC | 6,216 | $400K | 0.1% | N/A | 0.006% | |
| 7/16/2025 | Blue Oak Capital LLC | 35,639 | $2.29M | 1.2% | -31.5% | 0.033% | |
| 7/15/2025 | Signet Financial Management LLC | 23,448 | $1.51M | 0.2% | +22.6% | 0.021% | |
| 7/14/2025 | AdvisorNet Financial Inc | 8,166 | $525K | 0.0% | +13.8% | 0.007% | |
| 7/14/2025 | Park Avenue Securities LLC | 135,623 | $8.73M | 0.1% | N/A | 0.124% | |
| 7/11/2025 | Farther Finance Advisors LLC | 7,394 | $476K | 0.0% | -3.2% | 0.007% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 36,049 | $2.32M | 0.1% | -2.9% | 0.033% | |
| 6/6/2025 | Blue Oak Capital LLC | 52,000 | $3.07M | 1.7% | +2.7% | 0.048% | |
| 5/19/2025 | Jane Street Group LLC | 138,525 | $8.17M | 0.0% | -64.6% | 0.129% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 16,683 | $983K | 0.0% | -2.9% | 0.016% | |
| 5/14/2025 | Triad Wealth Partners LLC | 20,627 | $1.22M | 0.4% | +55.8% | 0.019% | |
| 5/14/2025 | CreativeOne Wealth LLC | 48,802 | $2.88M | 0.1% | +0.7% | 0.045% | |
| 5/14/2025 | Evergreen Wealth Solutions LLC | 4,820 | $284K | 0.2% | N/A | 0.004% | |
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| 5/14/2025 | Comerica Bank | 1,358 | $80K | 0.0% | +279.3% | 0.001% | |
| 5/14/2025 | Flow Traders U.S. LLC | 23,725 | $1.40M | 0.1% | -62.1% | 0.022% | |
| 5/14/2025 | TFB Advisors LLC | 18,548 | $1.09M | 0.3% | -4.8% | 0.017% | |
| 5/13/2025 | Raymond James Financial Inc. | 52,155 | $3.07M | 0.0% | N/A | 0.049% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 713,283 | $42.04M | 1.1% | +15.6% | 0.663% | |
| 5/13/2025 | HighTower Advisors LLC | 3,804 | $224K | 0.0% | +11.2% | 0.004% | |
| 5/12/2025 | JPMorgan Chase & Co. | 78,186,495 | $4.61B | 0.3% | +3.6% | 72.711% | |
| 5/7/2025 | LPL Financial LLC | 1,768,907 | $104.26M | 0.0% | +4.5% | 1.645% | |
| 5/6/2025 | Assetmark Inc. | 770,008 | $45.38M | 0.1% | -3.1% | 0.716% | |
| 5/6/2025 | Cetera Investment Advisers | 204,139 | $12.03M | 0.0% | +31.2% | 0.190% | |
| 5/6/2025 | Principle Wealth Partners LLC | 7,146 | $421K | 0.0% | -2.8% | 0.007% | |
| 5/6/2025 | Richardson Financial Services Inc. | 7,974 | $470K | 0.4% | +21.8% | 0.007% | |
| 5/5/2025 | IFP Advisors Inc | 11,807 | $696K | 0.0% | +1.6% | 0.011% | |
| 5/5/2025 | Nwam LLC | 7,096 | $418K | 0.0% | -8.6% | 0.007% | |
| 5/1/2025 | CWM LLC | 11,295 | $666K | 0.0% | +74.4% | 0.011% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 11,744 | $692K | 0.2% | +43.1% | 0.011% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 938,610 | $55.32M | 0.0% | +12.5% | 0.873% | |
| 4/29/2025 | World Investment Advisors | 3,802 | $224K | 0.0% | N/A | 0.004% | |
| 4/29/2025 | Wayfinding Financial LLC | 21,835 | $1.29M | 0.6% | +5.7% | 0.020% | |
| 4/29/2025 | Olde Wealth Management LLC | 3,216 | $189K | 0.1% | N/A | 0.003% | |
| 4/29/2025 | Capital Investment Advisory Services LLC | 4,426 | $261K | 0.0% | N/A | 0.004% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 36,682 | $2.16M | 0.6% | +16.6% | 0.034% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 376,446 | $22.19M | 1.0% | +7.9% | 0.350% | |
| 4/22/2025 | 5T Wealth LLC | 27,657 | $1.63M | 0.9% | +6.8% | 0.026% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 382,536 | $22.55M | 0.1% | +11.5% | 0.356% | |
| 4/22/2025 | Echo Wealth Management LLC | 3,690 | $217K | 0.1% | N/A | 0.003% | |
| 4/22/2025 | Advisor Resource Council | 17,795 | $1.05M | 0.1% | N/A | 0.017% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 4,693 | $277K | 0.0% | -88.8% | 0.004% | |
| 4/21/2025 | MN Wealth Advisors LLC | 23,720 | $1.40M | 0.8% | -84.0% | 0.022% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 965,916 | $56.93M | 0.2% | +9.6% | 0.898% | |
| 4/17/2025 | Lockerman Financial Group Inc. | 19,421 | $1.15M | 1.7% | +19.7% | 0.018% | |
| 4/15/2025 | Signet Financial Management LLC | 19,127 | $1.13M | 0.2% | N/A | 0.018% | |
| 4/14/2025 | Farther Finance Advisors LLC | 7,641 | $452K | 0.0% | +17.0% | 0.007% | |
| 4/14/2025 | Daymark Wealth Partners LLC | 376,446 | $22.19M | 0.8% | +7.9% | 0.335% | |
| 4/10/2025 | Lake Street Private Wealth LLC | 19,837 | $1.17M | 0.2% | +7.2% | 0.018% | |
| 4/10/2025 | KWB Wealth | 42,885 | $2.58M | 0.3% | +425.2% | 0.038% | |
| 4/10/2025 | Firethorn Wealth Partners LLC | 8,755 | $516K | 0.2% | +6.7% | 0.008% | |
| 4/9/2025 | Arlington Financial Advisors LLC | 271,463 | $16M | 2.8% | N/A | 0.241% | |
| 4/7/2025 | AdvisorNet Financial Inc | 7,173 | $423K | 0.0% | +3.9% | 0.006% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 1,158 | $70K | 0.1% | N/A | 0.001% | |
| 2/21/2025 | Ascent Group LLC | 20,604 | $1.24M | 0.1% | -6.4% | 0.019% | |
| 2/17/2025 | Visionary Wealth Advisors | 90,475 | $5.43M | 0.3% | -4.0% | 0.083% | |
| 2/17/2025 | Cetera Investment Advisers | 155,647 | $9.35M | 0.0% | +20.7% | 0.143% | |
| 2/17/2025 | Bank of America Corp DE | 16,349 | $982K | 0.0% | N/A | 0.015% | |
| 2/14/2025 | Jane Street Group LLC | 391,542 | $23.51M | 0.0% | +15.8% | 0.361% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 17,186 | $1.03M | 0.0% | -8.7% | 0.016% | |
| 2/14/2025 | Susquehanna International Group LLP | 30,656 | $1.84M | 0.0% | +69.3% | 0.028% | |
| 2/14/2025 | MML Investors Services LLC | 87,004 | $5.22M | 0.0% | +6.6% | 0.080% | |
| 2/14/2025 | GeoWealth Management LLC | 9,552 | $573K | 0.0% | -14.6% | 0.009% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 10,341 | $645K | 0.0% | +17.6% | 0.010% | |
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| 2/13/2025 | Marshall Wace LLP | 4,441 | $267K | 0.0% | N/A | 0.004% | |
| 2/13/2025 | 3Chopt Investment Partners LLC | 31,470 | $1.89M | 0.6% | +20.1% | 0.029% | |
| 2/13/2025 | Advisory Services Network LLC | 3,555 | $213K | 0.0% | N/A | 0.003% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 834,087 | $50.08M | 0.0% | +7.2% | 0.768% | |
| 2/12/2025 | JPMorgan Chase & Co. | 75,476,843 | $4.53B | 0.3% | +64.1% | 69.519% | |
| 2/11/2025 | LPL Financial LLC | 1,692,351 | $101.61M | 0.0% | +17.8% | 1.559% | |
| 2/11/2025 | Wayfinding Financial LLC | 20,651 | $1.24M | 0.7% | +8.5% | 0.019% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 41,774 | $2.51M | 0.0% | +12.0% | 0.038% | |
| 2/10/2025 | HMV Wealth Advisors LLC | 7,854 | $472K | 0.5% | N/A | 0.007% | |
| 2/10/2025 | Farther Finance Advisors LLC | 6,532 | $392K | 0.0% | -37.4% | 0.006% | |
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