| 7/9/2026 | Allied Private Wealth LLC | 5,619 | $355K | 0.2% | N/A | 0.017% | |
| 7/2/2026 | Versant Capital Management Inc | 77,632 | $5.02M | 0.4% | -2.0% | 0.228% | |
| 5/19/2026 | Arkadios Wealth Advisors | 2,750 | $217K | 0.0% | -7.2% | 0.007% | |
| 5/5/2026 | Ethos Financial Group LLC | 5,314 | $420K | 0.0% | -22.2% | 0.014% | |
| 4/24/2026 | Keystone Global Partners LLC | 51,432 | $4.06M | 1.8% | -30.4% | 0.131% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 16,332 | $1.29M | 0.0% | N/A | 0.040% | |
| 2/17/2026 | Advisory Services Network LLC | 41,502 | $3.06M | 0.0% | +68.3% | 0.102% | |
| 2/13/2026 | Marshall Wace LLP | 45,300 | $3.34M | 0.0% | N/A | 0.111% | |
| 2/13/2026 | Arkadios Wealth Advisors | 2,963 | $218K | 0.0% | N/A | 0.007% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 3,686 | $271K | 0.0% | -71.4% | 0.009% | |
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| 2/11/2026 | JPMorgan Chase & Co. | 265,137 | $19.53M | 0.0% | +9.7% | 0.651% | |
| 2/11/2026 | Syon Capital LLC | 164,673 | $12.13M | 0.6% | -5.7% | 0.404% | |
| 2/6/2026 | Municipal Employees Retirement System of Michigan | 844,062 | $62.16M | 0.7% | -38.5% | 2.071% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 2,500 | $184K | 0.0% | +7.7% | 0.006% | |
| 2/3/2026 | Climber Capital SA | 59,525 | $4.38M | 2.6% | N/A | 0.146% | |
| 1/30/2026 | Strategic Blueprint LLC | 6,543 | $482K | 0.0% | +12.0% | 0.016% | |
| 1/23/2026 | Prism Advisors Inc. | 2,778 | $205K | 0.1% | N/A | 0.007% | |
| 1/20/2026 | Ethos Financial Group LLC | 6,831 | $503K | 0.0% | N/A | 0.017% | |
| 1/14/2026 | Keystone Global Partners LLC | 73,867 | $5.44M | 2.4% | +60.8% | 0.187% | |
| 1/13/2026 | CoreCap Advisors LLC | 492 | $36K | 0.0% | +52.3% | 0.001% | |
| 1/1/2026 | JPMorgan Chase & Co. | 241,776 | $15.65M | 0.0% | -2.3% | 0.613% | |
| 11/19/2025 | Sunbelt Securities Inc. | 380 | $25K | 0.0% | -32.1% | 0.001% | |
| 11/17/2025 | NewEdge Advisors LLC | 19,266 | $1.25M | 0.0% | +20.0% | 0.049% | |
| 11/17/2025 | United Capital Financial Advisors LLC | 4,400 | $285K | 0.0% | N/A | 0.011% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 12,907 | $835K | 0.0% | -1.8% | 0.033% | |
| 11/12/2025 | Creative Financial Designs Inc. ADV | 2,322 | $150K | 0.0% | -24.8% | 0.006% | |
| 11/10/2025 | Advisors Preferred LLC | 3,390 | $222K | 0.0% | -5.2% | 0.009% | |
| 11/7/2025 | Syon Capital LLC | 174,581 | $11.30M | 0.6% | -10.0% | 0.443% | |
| 11/7/2025 | JPMorgan Chase & Co. | 241,776 | $15.65M | 0.0% | -2.3% | 0.613% | |
| 11/4/2025 | Jones Financial Companies Lllp | 22,940 | $1.46M | 0.0% | +55.0% | 0.058% | |
| 11/3/2025 | Cloud Capital Management LLC | 1,318 | $85K | 0.0% | N/A | 0.003% | |
| 11/3/2025 | GPS Wealth Strategies Group LLC | 20,452 | $1.32M | 0.1% | +20.9% | 0.052% | |
| 10/27/2025 | Versant Capital Management Inc | 68,344 | $4.42M | 0.6% | -10.6% | 0.173% | |
| 10/23/2025 | Strategic Blueprint LLC | 5,843 | $378K | 0.0% | +6.9% | 0.016% | |
| 10/20/2025 | Keystone Global Partners LLC | 45,925 | $2.97M | 1.5% | -2.1% | 0.127% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 2,284 | $100K | 0.0% | N/A | 0.007% | |
| 8/12/2025 | JPMorgan Chase & Co. | 247,447 | $10.83M | 0.0% | -5.0% | 0.728% | |
| 8/8/2025 | Family Firm Inc. | 44,655 | $1.96M | 0.5% | -1.1% | 0.131% | |
| 8/6/2025 | Climber Capital SA | 64,065 | $2.81M | 1.7% | -0.8% | 0.188% | |
| 8/5/2025 | GPS Wealth Strategies Group LLC | 16,919 | $741K | 0.1% | +315.7% | 0.050% | |
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| 8/5/2025 | Advisors Preferred LLC | 3,577 | $157K | 0.0% | -65.0% | 0.011% | |
| 8/4/2025 | Municipal Employees Retirement System of Michigan | 1,372,210 | $60.08M | 0.7% | -27.9% | 4.036% | |
| 7/30/2025 | Strategic Blueprint LLC | 5,467 | $239K | 0.0% | N/A | 0.016% | |
| 7/24/2025 | Trust Co. of Toledo NA OH | 1,115 | $49K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Keystone Global Partners LLC | 46,892 | $2.05M | 1.1% | +190.1% | 0.143% | |
| 7/7/2025 | Versant Capital Management Inc | 76,440 | $3.35M | 0.5% | +1.2% | 0.233% | |
| 5/16/2025 | Jones Financial Companies Lllp | 63,850 | $2.72M | 0.0% | +546.3% | 0.183% | |
| 5/16/2025 | NewEdge Advisors LLC | 11,290 | $433K | 0.0% | +736.3% | 0.032% | |
| 5/13/2025 | Keystone Global Partners LLC | 16,165 | $620K | 0.4% | N/A | 0.046% | |
| 5/9/2025 | Strategic Investment Solutions Inc. IL | 1,275 | $49K | 0.0% | -17.2% | 0.004% | |
| 5/6/2025 | Advisors Preferred LLC | 10,213 | $391K | 0.1% | N/A | 0.029% | |
| 5/1/2025 | Family Firm Inc. | 45,160 | $1.73M | 0.4% | +7.1% | 0.129% | |
| 4/29/2025 | Cloud Capital Management LLC | 1,311 | $50K | 0.0% | N/A | 0.004% | |
| 4/23/2025 | Creative Financial Designs Inc. ADV | 3,142 | $121K | 0.0% | N/A | 0.009% | |
| 4/15/2025 | GPS Wealth Strategies Group LLC | 4,070 | $156K | 0.0% | N/A | 0.012% | |
| 4/3/2025 | Versant Capital Management Inc | 75,498 | $2.90M | 0.5% | -1.4% | 0.225% | |
| 2/17/2025 | Bearing Point Capital LLC | 90,915 | $2.56M | 0.5% | N/A | 0.295% | |
| 2/14/2025 | Syon Capital LLC | 214,968 | $6.04M | 0.5% | -62.8% | 0.698% | |
| 2/12/2025 | Climber Capital SA | 64,765 | $1.82M | 1.4% | N/A | 0.210% | |
| 2/12/2025 | OLD Mission Capital LLC | 35,760 | $1.01M | 0.0% | -94.3% | 0.116% | |
| 2/12/2025 | JPMorgan Chase & Co. | 215,281 | $6.05M | 0.0% | N/A | 0.699% | |
| 2/10/2025 | Family Firm Inc. | 42,173 | $1.19M | 0.2% | +28.2% | 0.137% | |
| 2/10/2025 | Municipal Employees Retirement System of Michigan | 1,901,911 | $53.46M | 0.7% | -15.6% | 6.175% | |
| 2/10/2025 | Wintrust Investments LLC | 3,324 | $93K | 0.1% | N/A | 0.011% | |
| 2/7/2025 | E Fund Management Co. Ltd. | 107,704 | $3.03M | 0.2% | -14.0% | 0.350% | |
| 2/6/2025 | Jones Financial Companies Lllp | 9,880 | $278K | 0.0% | +28.0% | 0.032% | |
| 2/3/2025 | Aspect Partners LLC | 11,313 | $318K | 0.2% | -5.7% | 0.037% | |
| 1/23/2025 | Hanson & Doremus Investment Management | 1,289 | $36K | 0.0% | -33.4% | 0.004% | |
| 1/3/2025 | Versant Capital Management Inc | 76,541 | $2.15M | 0.5% | +15.4% | 0.350% | |
| 11/13/2024 | Fisher Asset Management LLC | 7,430 | $245K | 0.0% | N/A | 0.034% | |
| 10/23/2024 | Strategic Investment Solutions Inc. IL | 1,266 | $42K | 0.0% | -18.2% | 0.007% | |
| 10/15/2024 | Aspect Partners LLC | 12,003 | $396K | 0.2% | -65.6% | 0.073% | |
| 8/30/2024 | Strategic Investment Solutions Inc. IL | 1,548 | $43K | 0.0% | N/A | 0.008% | |
| 8/12/2024 | E Fund Management Co. Ltd. | 145,840 | $4.03M | 0.2% | +6.4% | 0.797% | |
| 7/24/2024 | Family Firm Inc. | 33,676 | $930K | 0.1% | -1.4% | 0.187% | |
| 7/16/2024 | Aspect Partners LLC | 34,892 | $963K | 0.6% | -16.4% | 0.195% | |
| 7/9/2024 | Deane Retirement Strategies Inc. | 1,929 | $53K | 0.0% | N/A | 0.011% | |
| 7/8/2024 | Versant Capital Management Inc | 66,332 | $1.83M | 0.5% | -1.0% | 0.379% | |
| 5/17/2024 | Aspect Partners LLC | 41,751 | $1.06M | 0.8% | -7.9% | 0.239% | |
| 5/17/2024 | Comerica Bank | 2,896 | $73K | 0.0% | -68.2% | 0.017% | |
| 5/14/2024 | OLD Mission Capital LLC | 605,567 | $15.32M | 0.3% | +88.9% | 3.460% | |
| 5/2/2024 | Family Firm Inc. | 34,170 | $864K | 0.2% | +1.6% | 0.195% | |
| 4/17/2024 | Municipal Employees Retirement System of Michigan | 3,872,336 | $97.93M | 1.3% | -4.1% | 22.128% | |
| 4/15/2024 | Sunbelt Securities Inc. | 1,157 | $29K | 0.0% | -85.0% | 0.007% | |
| 4/3/2024 | Versant Capital Management Inc | 67,008 | $1.70M | 0.5% | +12.0% | 0.386% | |
| 2/16/2024 | Aspect Partners LLC | 45,323 | $1.11M | 0.7% | N/A | 0.261% | |
| 2/15/2024 | OLD Mission Capital LLC | 320,561 | $7.88M | 0.1% | -46.1% | 1.848% | |
| 11/13/2023 | E Fund Management Co. Ltd. | 148,564 | $3.08M | 0.2% | N/A | 0.851% | |
| 10/20/2023 | Family Firm Inc. | 34,431 | $713K | 0.2% | -1.3% | 0.200% | |
| 8/3/2023 | Municipal Employees Retirement System of Michigan | 3,254,337 | $75.83M | 1.1% | +2.1% | 18.543% | |
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| 8/1/2023 | Madison Asset Management LLC | 134,603 | $3.14M | 0.0% | -2.3% | 0.767% | |
| 5/16/2023 | Strategic Investment Solutions Inc. IL | 4,001 | $101K | 0.0% | N/A | 0.023% | |
| 5/11/2023 | Brown Brothers Harriman & Co. | 2,272 | $57K | 0.0% | N/A | 0.013% | |
| 5/11/2023 | E Fund Management Co. Ltd. | 159,850 | $4.02M | 0.3% | -2.8% | 0.911% | |
| 5/9/2023 | US Bancorp DE | 14,331 | $361K | 0.0% | -51.9% | 0.082% | |
| 5/4/2023 | Municipal Employees Retirement System of Michigan | 3,188,689 | $80.26M | 1.2% | +10.9% | 18.066% | |
| 5/1/2023 | Family Firm Inc. | 33,844 | $852K | 0.2% | -7.8% | 0.192% | |
| 4/28/2023 | Janney Montgomery Scott LLC | 102,596 | $2.58M | 0.0% | -11.5% | 0.581% | |
| 4/26/2023 | Madison Asset Management LLC | 137,788 | $3.47M | 0.1% | -10.7% | 0.781% | |
| 3/6/2023 | OLD Mission Capital LLC | 791,931 | $17.68M | 0.5% | -59.9% | 3.980% | |