| 5/22/2025 | Rollins Financial Advisors LLC | 189,842 | $3.53M | 0.6% | +18.1% | 0.006% | |
| 5/22/2025 | Chelsea Counsel Co. | 20,000 | $372K | 0.2% | N/A | 0.001% | |
| 5/21/2025 | Indiana Trust & Investment Management Co | 11,796 | $219K | 0.1% | +5.1% | 0.000% | |
| 5/21/2025 | McAdam LLC | 79,786 | $1.48M | 0.1% | +2.8% | 0.002% | |
| 5/21/2025 | Acadian Asset Management LLC | 149,763 | $2.78M | 0.0% | -48.8% | 0.004% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 60,634 | $1.13M | 0.0% | +3.1% | 0.002% | |
| 5/20/2025 | Belpointe Asset Management LLC | 84,982 | $1.58M | 0.1% | +9.2% | 0.002% | |
| 5/20/2025 | Focus Partners Wealth | 275,698 | $5.13M | 0.0% | +11.9% | 0.008% | |
| 5/20/2025 | Integrity Alliance LLC. | 23,815 | $443K | 0.0% | N/A | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 10,141 | $189K | 0.0% | N/A | 0.000% | |
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| 5/19/2025 | SCS Capital Management LLC | 106,632 | $1.98M | 0.0% | N/A | 0.003% | |
| 5/16/2025 | Zurich Insurance Group Ltd FI | 3,703,877 | $68.86M | 0.6% | -8.3% | 0.108% | |
| 5/16/2025 | Empowered Funds LLC | 405,820 | $7.54M | 0.1% | +1.1% | 0.012% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 37,971 | $706K | 0.1% | -1.5% | 0.001% | |
| 5/16/2025 | First Dallas Securities Inc. | 181,899 | $3.38M | 1.4% | +1.8% | 0.005% | |
| 5/16/2025 | Laidlaw Wealth Management LLC | 31,655 | $588K | 1.7% | +38.4% | 0.001% | |
| 5/16/2025 | Talon Private Wealth LLC | 48,722 | $906K | 0.1% | +1.6% | 0.001% | |
| 5/16/2025 | Pacific Center for Financial Services | 2,586 | $48K | 0.0% | +34.7% | 0.000% | |
| 5/16/2025 | Philosophy Capital Management LLC | 2,568,231 | $47.74M | 3.4% | +1.9% | 0.075% | |
| 5/16/2025 | Mountain Lake Investment Management LLC | 42,049 | $782K | 0.7% | N/A | 0.001% | |
| 5/16/2025 | NewEdge Advisors LLC | 559,157 | $10.40M | 0.1% | -4.4% | 0.016% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 19,528,085 | $363.03M | 0.8% | -1.3% | 0.569% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 143,889 | $2.68M | 0.0% | +2.6% | 0.004% | |
| 5/16/2025 | Greenline Partners LLC | 10,922 | $203K | 0.0% | N/A | 0.000% | |
| 5/16/2025 | Edmond DE Rothschild Holding S.A. | 3,496 | $65K | 0.0% | -88.5% | 0.000% | |
| 5/16/2025 | Beaird Harris Wealth Management LLC | 1,332 | $25K | 0.0% | -38.1% | 0.000% | |
| 5/16/2025 | AQR Capital Management LLC | 21,041 | $391K | 0.0% | +62.8% | 0.001% | |
| 5/16/2025 | Advisors Asset Management Inc. | 365,332 | $6.79M | 0.1% | +10.8% | 0.011% | |
| 5/16/2025 | AlphaQ Advisors LLC | 39,205 | $729K | 1.7% | -3.2% | 0.001% | |
| 5/16/2025 | Appaloosa LP | 4,957,235 | $92.16M | 1.1% | +0.9% | 0.144% | |
| 5/15/2025 | Cooperman Leon G | 13,000,000 | $241.67M | 9.6% | +2.7% | 0.379% | |
| 5/15/2025 | Chiron Capital Management LLC | 46,661 | $867K | 0.8% | -31.8% | 0.001% | |
| 5/15/2025 | EP Wealth Advisors LLC | 52,285 | $972K | 0.0% | -2.0% | 0.002% | |
| 5/15/2025 | First Manhattan CO. LLC. | 53,707 | $998K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | Newbrook Capital Advisors LP | 1,469,224 | $27.31M | 4.3% | N/A | 0.043% | |
| 5/15/2025 | Royal Bank of Canada | 4,589,952 | $85.33M | 0.0% | -8.2% | 0.134% | |
| 5/15/2025 | Energy Income Partners LLC | 23,120,066 | $429.80M | 8.2% | +12.0% | 0.674% | |
| 5/15/2025 | MAI Capital Management | 755,652 | $14.05M | 0.1% | +1.3% | 0.022% | |
| 5/15/2025 | Ashford Capital Management Inc. | 230,803 | $4.29M | 0.6% | -7.0% | 0.007% | |
| 5/15/2025 | Baird Financial Group Inc. | 32,074 | $596K | 0.0% | +42.1% | 0.001% | |
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| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 3,654,665 | $67.94M | 10.2% | -4.6% | 0.107% | |
| 5/15/2025 | OLD Mission Capital LLC | 23,044 | $428K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | Evergreen Capital Management LLC | 896,555 | $16.67M | 0.6% | -6.8% | 0.026% | |
| 5/15/2025 | State of Wyoming | 39,478 | $734K | 0.1% | +289.5% | 0.001% | |
| 5/15/2025 | Tortoise Investment Management LLC | 5,916 | $110K | 0.0% | +211.4% | 0.000% | |
| 5/15/2025 | Cascade Investment Group Inc. | 88,950 | $1.65M | 1.3% | -2.2% | 0.003% | |
| 5/15/2025 | Callodine Capital Management LP | 660,000 | $12.27M | 2.0% | -22.4% | 0.019% | |
| 5/14/2025 | Wealth Preservation Advisors LLC | 4,260 | $79K | 0.1% | N/A | 0.000% | |
| 5/14/2025 | Ieq Capital LLC | 192,435 | $3.58M | 0.0% | -9.0% | 0.006% | |
| 5/14/2025 | Quadcap Wealth Management LLC | 17,363 | $323K | 0.0% | -3.4% | 0.001% | |
| 5/14/2025 | Gamco Investors INC. ET AL | 137,800 | $2.56M | 0.0% | +47.9% | 0.004% | |
| 5/14/2025 | Samalin Investment Counsel LLC | 53,805 | $1M | 0.4% | +3.8% | 0.002% | |
| 5/14/2025 | Gabelli Funds LLC | 1,278,492 | $23.77M | 0.2% | +2.3% | 0.037% | |
| 5/14/2025 | Orion Capital Management LLC | 8,800 | $164K | 0.1% | N/A | 0.000% | |
| 5/14/2025 | WealthTrust Axiom LLC | 38,572 | $717K | 0.2% | -2.2% | 0.001% | |
| 5/14/2025 | Kamunting Street Capital Management L.P. | 1,679,238 | $31.22M | 20.9% | +36.2% | 0.049% | |
| 5/14/2025 | Southeast Asset Advisors LLC | 27,420 | $510K | 0.1% | N/A | 0.001% | |
| 5/14/2025 | Jump Financial LLC | 64,254 | $1.19M | 0.0% | -14.6% | 0.002% | |
| 5/14/2025 | SVB Wealth LLC | 9,417 | $175K | 0.0% | -59.7% | 0.000% | |
| 5/14/2025 | Cadence Bank | 47,424 | $882K | 0.1% | +5.6% | 0.001% | |
| 5/14/2025 | Bahl & Gaynor Inc. | 268,153 | $4.99M | 0.0% | +0.6% | 0.008% | |
| 5/14/2025 | Westwood Wealth Management | 17,400 | $323K | 0.1% | +12.3% | 0.001% | |
| 5/14/2025 | Caitlin John LLC | 48,793 | $907K | 0.9% | +56.7% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 257,618 | $4.79M | 0.0% | +17.9% | 0.008% | |
| 5/14/2025 | Samjo Management LLC | 45,500 | $846K | 0.4% | +2.2% | 0.001% | |
| 5/14/2025 | Douglass Winthrop Advisors LLC | 32,550 | $605K | 0.0% | +112.1% | 0.001% | |
| 5/14/2025 | Ariston Services Group | 44,409 | $826K | 0.7% | +49.1% | 0.001% | |
| 5/14/2025 | Cutler Capital Management LLC | 416,471 | $7.74M | 2.7% | -5.7% | 0.012% | |
| 5/14/2025 | Kestra Advisory Services LLC | 1,106,063 | $20.56M | 0.1% | +7.3% | 0.032% | |
| 5/14/2025 | Tortoise Capital Advisors L.L.C. | 38,205,495 | $710.24M | 8.6% | +2.6% | 1.113% | |
| 5/14/2025 | Compound Planning Inc. | 38,085 | $708K | 0.0% | +19.3% | 0.001% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 13,160 | $245K | 0.1% | -5.1% | 0.000% | |
| 5/14/2025 | CW Advisors LLC | 39,067 | $728K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Summit Financial LLC | 686,738 | $12.77M | 0.4% | +0.2% | 0.020% | |
| 5/14/2025 | Joseph P. Lucia & Associates LLC | 88,262 | $1.64M | 0.7% | +33.0% | 0.003% | |
| 5/14/2025 | Knollwood Investment Advisory LLC | 275,100 | $5.11M | 0.6% | -0.3% | 0.008% | |
| 5/14/2025 | GM Advisory Group LLC | 24,457 | $455K | 0.0% | -7.6% | 0.001% | |
| 5/14/2025 | Capital Analysts LLC | 242,198 | $4.50M | 0.2% | -2.1% | 0.007% | |
| 5/14/2025 | Level Four Advisory Services LLC | 155,628 | $2.89M | 0.1% | +20.4% | 0.005% | |
| 5/14/2025 | Venture Visionary Partners LLC | 144,871 | $2.69M | 0.1% | -52.0% | 0.004% | |
| 5/14/2025 | Bowen Hanes & Co. Inc. | 700,000 | $13.01M | 0.4% | +27.3% | 0.020% | |
| 5/14/2025 | JT Stratford LLC | 32,677 | $607K | 0.1% | N/A | 0.001% | |
| 5/14/2025 | Berkshire Asset Management LLC PA | 32,961 | $573K | 0.0% | -44.0% | 0.001% | |
| 5/14/2025 | Texas Capital Bank Wealth Management Services Inc | 651,097 | $12.10M | 1.2% | +27.6% | 0.019% | |
| 5/14/2025 | Lee Financial Co | 42,160 | $784K | 0.1% | -78.2% | 0.001% | |
| 5/14/2025 | Wellington Management Group LLP | 924,000 | $17.18M | 0.0% | N/A | 0.027% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 1,160,251 | $21.57M | 0.2% | -9.1% | 0.034% | |
| 5/13/2025 | Northern Trust Corp | 1,069,534 | $19.88M | 0.0% | +223.5% | 0.031% | |
| 5/13/2025 | Watts Gwilliam & Co. LLC | 48,732 | $906K | 0.2% | -26.8% | 0.001% | |
| 5/13/2025 | Brooklyn Investment Group | 2,651 | $49K | 0.0% | N/A | 0.000% | |
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| 5/13/2025 | Mill Creek Capital Advisors LLC | 13,767 | $256K | 0.0% | -51.9% | 0.000% | |
| 5/13/2025 | Freestone Capital Holdings LLC | 10,884 | $202K | 0.0% | -92.1% | 0.000% | |
| 5/13/2025 | Cambiar Investors LLC | 376,604 | $7.00M | 0.3% | +18.6% | 0.011% | |
| 5/13/2025 | Steward Partners Investment Advisory LLC | 397,626 | $7.39M | 0.1% | +6.2% | 0.012% | |
| 5/13/2025 | Partners Group Holding AG | 23,272 | $433K | 0.0% | -4.4% | 0.001% | |
| 5/13/2025 | Tyler Stone Wealth Management | 36,737 | $683K | 0.1% | +7.1% | 0.001% | |
| 5/13/2025 | Pinnacle Holdings LLC | 181,626 | $3.38M | 1.3% | -0.9% | 0.005% | |
| 5/13/2025 | Cresset Asset Management LLC | 271,940 | $5.06M | 0.0% | -29.1% | 0.008% | |
| 5/13/2025 | RR Advisors LLC | 2,805,000 | $52.14M | 12.5% | -3.7% | 0.082% | |
| 5/13/2025 | Nations Financial Group Inc. IA ADV | 298,634 | $5.55M | 0.4% | -1.7% | 0.009% | |
