| 4/30/2025 | State of Michigan Retirement System | 21,038 | $2.39M | 0.0% | +1.0% | 0.021% | |
| 4/30/2025 | Cerity Partners LLC | 26,743 | $3.04M | 0.0% | +59.2% | 0.026% | |
| 4/30/2025 | CFO4Life Group LLC | 2,979 | $339K | 0.1% | -15.5% | 0.003% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 40,399 | $4.60M | 0.0% | -4.5% | 0.039% | |
| 4/30/2025 | Van Cleef Asset Management Inc | 210,116 | $23.91M | 2.7% | +0.3% | 0.205% | |
| 4/30/2025 | Wealth Advisory Solutions LLC | 13,354 | $1.52M | 0.4% | +1.3% | 0.013% | |
| 4/30/2025 | Greenleaf Trust | 5,751 | $654K | 0.0% | -2.6% | 0.006% | |
| 4/30/2025 | M&T Bank Corp | 18,025 | $2.05M | 0.0% | -1.1% | 0.018% | |
| 4/30/2025 | Hourglass Capital LLC | 28,945 | $3.29M | 0.9% | +7.5% | 0.028% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 6,965 | $792K | 0.0% | -1.3% | 0.007% | |
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| 4/29/2025 | Raleigh Capital Management Inc. | 2,701 | $307K | 0.1% | -4.3% | 0.003% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 454,396 | $51.70M | 0.0% | +5.3% | 0.444% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 1,779 | $202K | 0.0% | -12.1% | 0.002% | |
| 4/29/2025 | Wayfinding Financial LLC | 534 | $60K | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 2,462 | $280K | 0.0% | +14.9% | 0.002% | |
| 4/28/2025 | Principal Financial Group Inc. | 202,654 | $23.06M | 0.0% | +0.1% | 0.198% | |
| 4/28/2025 | Teacher Retirement System of Texas | 38,599 | $4.39M | 0.0% | -33.4% | 0.038% | |
| 4/28/2025 | Miller Howard Investments Inc. NY | 318,028 | $36.19M | 1.2% | -1.4% | 0.311% | |
| 4/28/2025 | NovaPoint Capital LLC | 3,435 | $391K | 0.1% | -9.1% | 0.003% | |
| 4/28/2025 | DAVENPORT & Co LLC | 1,430,562 | $161.99M | 0.9% | -1.6% | 1.397% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 5,573 | $634K | 0.1% | +3.5% | 0.005% | |
| 4/28/2025 | Elevate Capital Advisors LLC | 14,192 | $1.62M | 1.5% | N/A | 0.014% | |
| 4/25/2025 | Advisors Management Group Inc. ADV | 45,752 | $5.21M | 1.1% | -0.7% | 0.045% | |
| 4/25/2025 | Argent Advisors Inc. | 13,244 | $1.51M | 0.5% | +3.2% | 0.013% | |
| 4/25/2025 | New York State Teachers Retirement System | 104,738 | $11.92M | 0.0% | -4.9% | 0.102% | |
| 4/25/2025 | Amalgamated Bank | 40,628 | $4.62M | 0.0% | -4.0% | 0.040% | |
| 4/25/2025 | Essex Financial Services Inc. | 8,298 | $944K | 0.1% | -2.8% | 0.008% | |
| 4/25/2025 | KBC Group NV | 3,481 | $396K | 0.0% | +7.2% | 0.003% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 96,373 | $10.97M | 0.0% | +1.3% | 0.094% | |
| 4/23/2025 | Penobscot Investment Management Company Inc. | 3,199 | $364K | 0.0% | -8.6% | 0.003% | |
| 4/23/2025 | Golden State Wealth Management LLC | 246 | $28K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 371 | $42K | 0.0% | +33.9% | 0.000% | |
| 4/23/2025 | Independent Solutions Wealth Management LLC | 30,768 | $3.50M | 0.8% | -3.6% | 0.030% | |
| 4/23/2025 | Golden State Equity Partners | 4,794 | $545K | 0.1% | +6.9% | 0.005% | |
| 4/23/2025 | Lecap Asset Management Ltd. | 20,364 | $2.32M | 0.5% | N/A | 0.020% | |
| 4/23/2025 | Berry Wealth Group LP | 2,223 | $253K | 0.2% | N/A | 0.002% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 157,173 | $17.88M | 0.1% | +19.1% | 0.153% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 16,940 | $1.93M | 0.0% | +3.4% | 0.017% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 5,057 | $575K | 0.0% | +67.2% | 0.005% | |
| 4/23/2025 | Continuum Advisory LLC | 4,013 | $457K | 0.1% | -8.5% | 0.004% | |
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| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 7,483 | $851K | 0.0% | -2.0% | 0.007% | |
| 4/22/2025 | Segment Wealth Management LLC | 3,470 | $395K | 0.0% | +14.0% | 0.003% | |
| 4/21/2025 | Meriwether Wealth & Planning LLC | 2,873 | $327K | 0.2% | +9.7% | 0.003% | |
| 4/21/2025 | Retirement Systems of Alabama | 107,031 | $12.18M | 0.0% | +0.1% | 0.105% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 7,920 | $901K | 0.0% | -27.0% | 0.008% | |
| 4/21/2025 | Boston Trust Walden Corp | 431,856 | $49.14M | 0.4% | +2.7% | 0.422% | |
| 4/21/2025 | State of Alaska Department of Revenue | 52,804 | $6.01M | 0.1% | +1.5% | 0.052% | |
| 4/17/2025 | Schaper Benz & Wise Investment Counsel Inc. WI | 8,966 | $1.02M | 0.1% | +21.8% | 0.009% | |
| 4/17/2025 | Blackston Financial Advisory Group LLC | 2,469 | $281K | 0.1% | -7.1% | 0.002% | |
| 4/17/2025 | Signature Wealth Management Group | 32,231 | $3.67M | 1.4% | +3.3% | 0.031% | |
| 4/17/2025 | QRG Capital Management Inc. | 19,826 | $2.26M | 0.0% | +4.6% | 0.019% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 44,169 | $5.03M | 0.0% | -4.6% | 0.043% | |
| 4/17/2025 | Trust Point Inc. | 3,524 | $401K | 0.0% | -7.2% | 0.003% | |
| 4/17/2025 | Dynamic Advisor Solutions LLC | 44,961 | $5.12M | 0.2% | +1.2% | 0.044% | |
| 4/16/2025 | Palouse Capital Management Inc. | 30,656 | $3.49M | 2.4% | -1.5% | 0.030% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 42,394 | $4.82M | 0.0% | +17.0% | 0.041% | |
| 4/15/2025 | Fifth Third Bancorp | 5,584 | $635K | 0.0% | +9.3% | 0.005% | |
| 4/15/2025 | Alpha Omega Wealth Management LLC | 5,188 | $590K | 0.1% | +9.9% | 0.005% | |
| 4/15/2025 | Integrated Advisors Network LLC | 21,367 | $2.43M | 0.1% | +480.5% | 0.021% | |
| 4/15/2025 | SG Americas Securities LLC | 8,851 | $1.01M | 0.0% | N/A | 0.009% | |
| 4/15/2025 | Ibex Wealth Advisors | 47,143 | $5.36M | 0.7% | -4.7% | 0.046% | |
| 4/15/2025 | Accurate Wealth Management LLC | 3,159 | $357K | 0.1% | +19.0% | 0.003% | |
| 4/14/2025 | Harbor Capital Advisors Inc. | 1,460 | $166K | 0.0% | -42.4% | 0.001% | |
| 4/14/2025 | Yousif Capital Management LLC | 33,774 | $3.84M | 0.0% | -2.0% | 0.033% | |
| 4/14/2025 | Pallas Capital Advisors LLC | 6,971 | $793K | 0.0% | N/A | 0.007% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,446 | $277K | 0.0% | +101.2% | 0.002% | |
| 4/14/2025 | Wedge Capital Management L L P NC | 9,508 | $1.08M | 0.0% | -9.2% | 0.009% | |
| 4/14/2025 | Park Avenue Securities LLC | 2,669 | $304K | 0.0% | -23.6% | 0.003% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 7,868 | $895K | 0.1% | +5.3% | 0.008% | |
| 4/14/2025 | UMB Bank n.a. | 1,086 | $124K | 0.0% | +54.9% | 0.001% | |
| 4/11/2025 | Gateway Investment Advisers LLC | 17,953 | $2.04M | 0.0% | -4.1% | 0.018% | |
| 4/10/2025 | Chesley Taft & Associates LLC | 7,620 | $867K | 0.0% | -1.3% | 0.007% | |
| 4/10/2025 | Gilman Hill Asset Management LLC | 90,077 | $10.25M | 1.8% | +0.5% | 0.088% | |
| 4/10/2025 | HF Advisory Group LLC | 4,796 | $546K | 0.2% | +15.3% | 0.005% | |
| 4/10/2025 | Beacon Financial Group | 53,065 | $6.04M | 0.7% | -7.0% | 0.052% | |
| 4/10/2025 | Hennion & Walsh Asset Management Inc. | 22,916 | $2.61M | 0.1% | +11.2% | 0.022% | |
| 4/9/2025 | ST Germain D J Co. Inc. | 281 | $32K | 0.0% | +346.0% | 0.000% | |
| 4/9/2025 | Merit Financial Group LLC | 4,872 | $554K | 0.0% | N/A | 0.005% | |
| 4/9/2025 | NBC Securities Inc. | 3,739 | $425K | 0.0% | +124,533.3% | 0.004% | |
| 4/8/2025 | Rhumbline Advisers | 269,380 | $30.65M | 0.0% | -0.1% | 0.263% | |
| 4/8/2025 | Beese Fulmer Investment Management Inc. | 20,042 | $2.28M | 0.2% | -2.6% | 0.020% | |
| 4/7/2025 | GAMMA Investing LLC | 78,622 | $8.95M | 0.0% | +10,231.4% | 0.077% | |
| 4/3/2025 | Versant Capital Management Inc | 2,116 | $241K | 0.0% | +370.2% | 0.002% | |
| 4/2/2025 | Marcum Wealth LLC | 3,535 | $402K | 0.0% | -3.4% | 0.003% | |
| 3/18/2025 | California State Teachers Retirement System | 82,169 | $10.00M | 0.0% | -1.5% | 0.080% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 36,223 | $4.41M | 0.0% | +1.3% | 0.035% | |
| 3/7/2025 | Aegis Wealth Management LLC | 2,709 | $330K | 0.2% | N/A | 0.003% | |
| 2/26/2025 | Makaira Partners LLC | 530,483 | $64.58M | 10.1% | -26.2% | 0.518% | |
| 2/26/2025 | Virtue Capital Management LLC | 2,718 | $331K | 0.1% | -4.7% | 0.003% | |
| 2/25/2025 | Integrated Advisors Network LLC | 3,681 | $448K | 0.0% | +5.4% | 0.004% | |
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| 2/20/2025 | Mackenzie Financial Corp | 109,479 | $13.33M | 0.0% | +31.3% | 0.107% | |
| 2/20/2025 | Drucker Wealth 3.0 LLC | 38,854 | $4.73M | 1.1% | -0.2% | 0.038% | |
| 2/19/2025 | Public Employees Retirement System of Ohio | 36,933 | $4.50M | 0.0% | -4.1% | 0.036% | |
| 2/18/2025 | GTS Securities LLC | 1,889 | $230K | 0.0% | -58.3% | 0.002% | |
| 2/18/2025 | McIlrath & Eck LLC | 707 | $86K | 0.0% | +175.1% | 0.001% | |
| 2/18/2025 | Continuum Advisory LLC | 4,385 | $534K | 0.1% | +5.1% | 0.004% | |
| 2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 272,633 | $33.19M | 0.0% | +15.9% | 0.266% | |
| 2/17/2025 | Voloridge Investment Management LLC | 65,645 | $7.99M | 0.0% | -44.7% | 0.064% | |
| 2/17/2025 | Sone Capital Management LLC | 21,726 | $2.65M | 0.3% | N/A | 0.021% | |
| 2/17/2025 | Two Sigma Advisers LP | 10,800 | $1.32M | 0.0% | +22.7% | 0.011% | |
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