| 6/9/2025 | 1248 Management LLC | 33,113 | $12.43M | 5.0% | +0.1% | 0.000% | |
| 6/9/2025 | Asset Planning Services Inc. LA ADV | 48,875 | $18.35M | 9.3% | -0.6% | 0.001% | |
| 6/6/2025 | First Long Island Investors LLC | 160,179 | $60.13M | 5.0% | -6.9% | 0.002% | |
| 6/6/2025 | Nicola Wealth Management LTD. | 73,560 | $27.61M | 2.7% | +6.4% | 0.001% | |
| 6/6/2025 | eCIO Inc. | 686 | $258K | 0.1% | N/A | 0.000% | |
| 6/5/2025 | Fruth Investment Management | 20,285 | $7.61M | 2.1% | -0.2% | 0.000% | |
| 6/5/2025 | Cim LLC | 12,883 | $4.84M | 0.7% | +3.2% | 0.000% | |
| 6/5/2025 | Osterweis Capital Management Inc. | 204,234 | $76.67M | 0.0% | -5.1% | 0.003% | |
| 6/4/2025 | First Hawaiian Bank | 5,762 | $2.16M | 0.1% | -93.1% | 0.000% | |
| 6/4/2025 | Harold Davidson & Associates Inc. | 41,190 | $15.46M | 8.4% | -3.7% | 0.001% | |
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| 6/3/2025 | CBIZ Investment Advisory Services LLC | 2,017 | $757K | 0.0% | +32.7% | 0.000% | |
| 6/3/2025 | Invst LLC | 12,465 | $4.68M | 0.6% | -16.9% | 0.000% | |
| 6/2/2025 | Cim Investment Management Inc. | 23,627 | $8.87M | 2.0% | -2.1% | 0.000% | |
| 6/2/2025 | Hodges Capital Management Inc. | 52,845 | $19.84M | 2.0% | -14.5% | 0.001% | |
| 6/2/2025 | Integrity Wealth Advisors Inc. | 2,175 | $816K | 0.6% | -8.4% | 0.000% | |
| 6/2/2025 | Modern Wealth Management LLC | 144,852 | $54.38M | 1.7% | +39.3% | 0.002% | |
| 5/29/2025 | Nova Wealth Management Inc. | 3,122 | $1.17M | 1.0% | -1.0% | 0.000% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 1,881 | $706K | 0.4% | -2.0% | 0.000% | |
| 5/29/2025 | Plum Street Advisors LLC | 3,187 | $1.20M | 0.6% | +4.8% | 0.000% | |
| 5/29/2025 | Apeiron RIA LLC | 9,357 | $3.51M | 1.1% | -3.5% | 0.000% | |
| 5/28/2025 | Jones Financial Companies Lllp | 1,097,614 | $415.14M | 0.4% | +34.2% | 0.015% | |
| 5/28/2025 | Birmingham Capital Management Co. Inc. AL | 3,310 | $1.24M | 0.5% | +14.9% | 0.000% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 10,431 | $3.92M | 2.9% | -6.5% | 0.000% | |
| 5/28/2025 | Silicon Valley Capital Partners | 103,727 | $39.29M | 5.1% | +6.9% | 0.001% | |
| 5/28/2025 | Anderson Financial Strategies LLC | 238 | $89K | 0.1% | +526.3% | 0.000% | |
| 5/28/2025 | Strs Ohio | 3,204,224 | $1.20B | 5.0% | N/A | 0.043% | |
| 5/28/2025 | GK Wealth Management LLC | 7,466 | $2.80M | 3.3% | +1.2% | 0.000% | |
| 5/28/2025 | Ellsworth Advisors LLC | 15,915 | $5.97M | 1.6% | +5.0% | 0.000% | |
| 5/28/2025 | Wealth Management Associates Inc. | 21,061 | $7.91M | 3.4% | +1.3% | 0.000% | |
| 5/28/2025 | Intrua Financial LLC | 17,180 | $6.45M | 0.9% | +0.2% | 0.000% | |
| 5/28/2025 | Addison Capital Co | 17,306 | $6.50M | 2.5% | +0.9% | 0.000% | |
| 5/28/2025 | Turn8 Private Wealth Inc. | 11,000 | $4.13M | 3.2% | +3.2% | 0.000% | |
| 5/27/2025 | Jacobi Capital Management LLC | 46,730 | $17.54M | 1.3% | +2.4% | 0.001% | |
| 5/27/2025 | Carderock Capital Management Inc. | 23,818 | $8.94M | 2.4% | -20.4% | 0.000% | |
| 5/27/2025 | Advisors Capital Management LLC | 565,820 | $212.40M | 3.3% | -5.2% | 0.008% | |
| 5/27/2025 | SWS Partners | 3,487 | $1.31M | 0.4% | +7.7% | 0.000% | |
| 5/27/2025 | Iron Gate Global Advisors LLC | 110,848 | $41.61M | 5.7% | +3.4% | 0.001% | |
| 5/23/2025 | SWAN Capital LLC | 1,014 | $380K | 0.2% | +3.9% | 0.000% | |
| 5/23/2025 | Triune Financial Partners LLC | 1,339 | $503K | 0.2% | +38.0% | 0.000% | |
| 5/23/2025 | Strategic Financial Services Inc. | 17,095 | $6.42M | 0.4% | -1.9% | 0.000% | |
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| 5/23/2025 | Siren L.L.C. | 28,500 | $10.70M | 0.6% | +23.9% | 0.000% | |
| 5/23/2025 | Twin Lakes Capital Management LLC | 8,372 | $3.14M | 1.8% | -1.2% | 0.000% | |
| 5/22/2025 | Rollins Financial Advisors LLC | 113,415 | $42.58M | 7.4% | -3.6% | 0.002% | |
| 5/22/2025 | Mattson Financial Services LLC | 25,922 | $9.73M | 2.9% | +29.0% | 0.000% | |
| 5/22/2025 | BOS Asset Management LLC | 7,307 | $2.74M | 0.9% | +2.3% | 0.000% | |
| 5/22/2025 | WBI Investments LLC | 6,257 | $2.35M | 0.6% | N/A | 0.000% | |
| 5/22/2025 | Diker Management LLC | 3,362 | $1.26M | 1.5% | -0.9% | 0.000% | |
| 5/22/2025 | Chelsea Counsel Co. | 23,880 | $8.96M | 4.9% | -2.7% | 0.000% | |
| 5/21/2025 | Westbourne Investments Inc. | 20,964 | $7.87M | 4.7% | -5.2% | 0.000% | |
| 5/21/2025 | Indiana Trust & Investment Management Co | 10,249 | $3.85M | 1.4% | -5.0% | 0.000% | |
| 5/21/2025 | Main Line Retirement Advisors LLC | 2,727 | $1.02M | 0.7% | +3.6% | 0.000% | |
| 5/21/2025 | MBL Wealth LLC | 19,417 | $7.29M | 0.7% | +5.9% | 0.000% | |
| 5/21/2025 | Reliant Investment Partners LLC | 7,932 | $2.98M | 3.0% | -13.3% | 0.000% | |
| 5/21/2025 | McAdam LLC | 17,034 | $6.39M | 0.4% | -4.8% | 0.000% | |
| 5/21/2025 | Acadian Asset Management LLC | 1,868,696 | $701.46M | 2.0% | +0.8% | 0.025% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 91,736 | $34.44M | 1.2% | +7.8% | 0.001% | |
| 5/21/2025 | Schmidt P J Investment Management Inc. | 86,036 | $32.30M | 5.9% | +0.7% | 0.001% | |
| 5/21/2025 | IFM Investors Pty Ltd | 1,331,653 | $499.89M | 5.4% | +0.0% | 0.018% | |
| 5/20/2025 | Acorns Advisers LLC | 7,925 | $2.98M | 0.0% | +18.8% | 0.000% | |
| 5/20/2025 | Blue Rock Wealth Management LLC | 7,371 | $2.77M | 2.3% | +115.9% | 0.000% | |
| 5/20/2025 | Fortis Capital Advisors LLC | 32,565 | $12.23M | 2.5% | -8.3% | 0.000% | |
| 5/20/2025 | Belpointe Asset Management LLC | 78,113 | $29.32M | 1.5% | -1.9% | 0.001% | |
| 5/20/2025 | Jupiter Wealth Management LLC | 32,082 | $12.04M | 7.7% | -9.9% | 0.000% | |
| 5/20/2025 | Intech Investment Management LLC | 787,148 | $295.49M | 3.0% | -7.0% | 0.011% | |
| 5/20/2025 | Flaharty Asset Management LLC | 9,085 | $3.41M | 0.5% | +0.3% | 0.000% | |
| 5/20/2025 | Strive Asset Management LLC | 6,674 | $2.51M | 1.7% | +3.6% | 0.000% | |
| 5/20/2025 | Integrity Alliance LLC. | 96,510 | $36.23M | 1.4% | +363.3% | 0.001% | |
| 5/20/2025 | Ransom Advisory Ltd | 48,730 | $18.29M | 9.0% | N/A | 0.001% | |
| 5/20/2025 | Anchor Investment Management LLC | 105,030 | $39.43M | 3.7% | +1.8% | 0.001% | |
| 5/20/2025 | Glenview Trust co | 462,410 | $173.58M | 3.4% | +1.6% | 0.006% | |
| 5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 4,861 | $1.83M | 1.1% | -17.8% | 0.000% | |
| 5/20/2025 | Aspen Investment Management Inc | 17,802 | $6.68M | 3.1% | -0.1% | 0.000% | |
| 5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 728,419 | $273.44M | 2.4% | -3.1% | 0.010% | |
| 5/20/2025 | Plato Investment Management Ltd | 157,386 | $59.72M | 5.0% | -9.0% | 0.002% | |
| 5/20/2025 | Security National Bank of Sioux City Iowa IA | 15,769 | $5.92M | 4.3% | -0.6% | 0.000% | |
| 5/19/2025 | SageView Advisory Group LLC | 68,082 | $25.56M | 1.1% | +1.1% | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 39,472 | $14.82M | 0.5% | +11.7% | 0.001% | |
| 5/19/2025 | Trinity Financial Advisors LLC | 4,206 | $1.57M | 0.6% | +1.9% | 0.000% | |
| 5/19/2025 | Oriental Harbor Investment Fund | 283,274 | $106.34M | 11.8% | +25.4% | 0.004% | |
| 5/19/2025 | Game Plan Financial Advisors LLC | 15,864 | $5.96M | 2.9% | -1.5% | 0.000% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 3,473 | $1.30M | 0.5% | +19.4% | 0.000% | |
| 5/19/2025 | Alaethes Wealth LLC | 20,764 | $7.80M | 2.9% | +2.0% | 0.000% | |
| 5/19/2025 | SCS Capital Management LLC | 75,260 | $28.25M | 0.4% | -57.7% | 0.001% | |
| 5/19/2025 | Alpha DNA Investment Management LLC | 1,843 | $692K | 9.1% | -73.4% | 0.000% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 62,267,822 | $23.37B | 6.0% | +3.8% | 0.838% | |
| 5/19/2025 | DCM Advisors LLC | 34,333 | $12.71M | 6.8% | -14.7% | 0.000% | |
| 5/19/2025 | Palogic Value Management L.P. | 16,425 | $6.17M | 2.6% | -1.9% | 0.000% | |
| 5/17/2025 | Standard Family Office LLC | 616 | $231K | 0.3% | -43.0% | 0.000% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 8,172 | $3.07M | 2.3% | -3.4% | 0.000% | |
| 5/16/2025 | Woodline Partners LP | 628,061 | $235.77M | 1.5% | +33.8% | 0.008% | |
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| 5/16/2025 | Zimmer Partners LP | 20,000 | $7.51M | 0.1% | +44.9% | 0.000% | |
| 5/16/2025 | Zurich Insurance Group Ltd FI | 1,850,953 | $694.83M | 5.6% | +17.6% | 0.025% | |
| 5/16/2025 | Prostatis Group LLC | 6,104 | $2.29M | 0.7% | +1.6% | 0.000% | |
| 5/16/2025 | Stuart Chaussee & Associates Inc. | 2,506 | $941K | 0.2% | -5.3% | 0.000% | |
| 5/16/2025 | American Trust | 35,301 | $13.25M | 3.3% | -15.8% | 0.000% | |
| 5/16/2025 | McIlrath & Eck LLC | 103,803 | $38.97M | 4.8% | +32.5% | 0.001% | |
| 5/16/2025 | Semmax Financial Advisors Inc. | 16,059 | $6.03M | 1.6% | +6.3% | 0.000% | |
| 5/16/2025 | Empowered Funds LLC | 212,376 | $79.72M | 1.1% | +11.1% | 0.003% | |
| 5/16/2025 | Logan Capital Management Inc. | 183,067 | $68.72M | 3.1% | -1.3% | 0.002% | |
| 5/16/2025 | AAF Wealth Management LLC | 1,899 | $713K | 0.4% | +15.9% | 0.000% | |
