| 7/10/2026 | Family Wealth Partners LLC | 123,890 | $1.30M | 0.4% | +17.6% | 0.044% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 49,217 | $517K | 0.0% | -9.9% | 0.018% | |
| 7/9/2026 | Adamsbrown Wealth Consultants LLC | 32,172 | $338K | 0.1% | -35.7% | 0.011% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 14,580 | $153K | 0.0% | +28.4% | 0.005% | |
| 7/7/2026 | Prota Financial LLC | 11,633 | $124K | 0.1% | -9.7% | 0.004% | |
| 6/3/2026 | NewEdge Advisors LLC | 139,978 | $1.43M | 0.0% | +1.7% | 0.050% | |
| 5/20/2026 | Arete Wealth Advisors LLC | 210,649 | $2.15M | 0.1% | -3.7% | 0.075% | |
| 5/19/2026 | Western Wealth Management LLC | 8,458 | $86K | 0.0% | -27.2% | 0.003% | |
| 5/19/2026 | Bank of America Corp DE | 416,171 | $4.24M | 0.0% | +221.0% | 0.149% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 210,649 | $2.15M | 0.2% | -3.7% | 0.075% | |
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| 5/18/2026 | Sunbelt Securities Inc. | 46,270 | $471K | 0.0% | -22.8% | 0.017% | |
| 5/18/2026 | Rivernorth Capital Management LLC | 2,097,170 | $21.35M | 1.1% | +580.7% | 0.749% | |
| 5/18/2026 | Royal Bank of Canada | 210,255 | $2.14M | 0.0% | -13.7% | 0.075% | |
| 5/16/2026 | Infrastructure Capital Advisors LLC | 10,000 | $102K | 0.0% | N/A | 0.004% | |
| 5/16/2026 | Saba Capital Management L.P. | 3,509,748 | $35.73M | 1.0% | N/A | 1.253% | |
| 5/16/2026 | SummitTX Capital L.P. | 162,066 | $1.65M | 0.1% | N/A | 0.058% | |
| 5/16/2026 | Lazard Asset Management LLC | 215,024 | $2.19M | 0.0% | +116.5% | 0.077% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 33,130 | $337K | 0.0% | -95.5% | 0.012% | |
| 5/15/2026 | Absolute Gestao de Investimentos Ltda. | 115,000 | $1.17M | 0.1% | N/A | 0.041% | |
| 5/15/2026 | Everest Financial Group LLC | 48,506 | $494K | 0.1% | N/A | 0.017% | |
| 5/15/2026 | Callodine Capital Management LP | 1,334,709 | $13.59M | 1.0% | N/A | 0.477% | |
| 5/15/2026 | Van Diest Capital LLC | 37,120 | $378K | 0.3% | N/A | 0.013% | |
| 5/15/2026 | Waverly Advisors LLC | 75,424 | $768K | 0.0% | -1.9% | 0.027% | |
| 5/15/2026 | Entropy Technologies LP | 40,619 | $414K | 0.0% | -20.9% | 0.015% | |
| 5/14/2026 | Modern Wealth Management LLC | 340,091 | $3.44M | 0.1% | -5.4% | 0.121% | |
| 5/14/2026 | Caxton Associates LLP | 488,659 | $4.98M | 0.1% | -8.7% | 0.174% | |
| 5/14/2026 | Inceptionr LLC | 72,112 | $734K | 0.2% | +126.7% | 0.026% | |
| 5/14/2026 | Alamar Capital Management LLC | 14,000 | $149K | 0.1% | N/A | 0.005% | |
| 5/14/2026 | Lido Advisors LLC | 626,540 | $6.44M | 0.0% | +6.3% | 0.224% | |
| 5/13/2026 | Cetera Investment Advisers | 1,231,205 | $12.53M | 0.0% | -2.8% | 0.440% | |
| 5/12/2026 | Insight Advisors LLC PA | 15,740 | $160K | 0.0% | -36.4% | 0.006% | |
| 5/12/2026 | Millennium Capital Advisors LLC | 48,418 | $493K | 0.3% | +29.4% | 0.017% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 7,825 | $80K | 0.0% | -15.1% | 0.003% | |
| 5/8/2026 | Bulldog Investors LLP | 505,688 | $5.15M | 1.2% | +4.0% | 0.181% | |
| 5/8/2026 | Cura Wealth Advisors LLC | 2,264,934 | $23.06M | 10.3% | -3.4% | 0.809% | |
| 5/8/2026 | Summit Global Investments | 31,270 | $318K | 0.0% | -16.4% | 0.011% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 150,777 | $1.54M | 0.8% | -27.1% | 0.054% | |
| 5/7/2026 | Liberty Square Wealth Partners LLC | 33,026 | $336K | 0.1% | -23.4% | 0.012% | |
| 5/6/2026 | Independent Financial Group LLC | 1,153,934 | $11.75M | 0.4% | N/A | 0.412% | |
| 5/5/2026 | Rockport Wealth LLC | 11,367 | $116K | 0.0% | +9.8% | 0.004% | |
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| 5/5/2026 | Bank of New York Mellon Corp | 176,040 | $1.79M | 0.0% | +47.9% | 0.063% | |
| 5/5/2026 | Three Seasons Wealth LLC | 19,404 | $207K | 0.1% | N/A | 0.007% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 50,578 | $515K | 0.0% | -36.3% | 0.018% | |
| 5/5/2026 | NFSG Corp | 13,131 | $134K | 0.0% | -8.5% | 0.005% | |
| 5/5/2026 | Sanctuary Advisors LLC | 713,670 | $7.27M | 0.0% | +12.9% | 0.255% | |
| 5/5/2026 | BlueChip Wealth Advisors LLC | 10,095 | $103K | 0.0% | -33.1% | 0.004% | |
| 5/5/2026 | Sigma Planning Corp | 110,771 | $1.13M | 0.0% | -40.5% | 0.040% | |
| 5/4/2026 | Retirement Planning Group LLC | 12,527 | $128K | 0.0% | N/A | 0.004% | |
| 5/4/2026 | Sterling Group Wealth Management LLC | 76,879 | $783K | 0.4% | +62.2% | 0.027% | |
| 5/4/2026 | Legacy Capital Group California Inc. | 128,689 | $1.31M | 0.5% | -59.0% | 0.046% | |
| 5/2/2026 | Global Assets Advisory LLC | 8,928 | $91K | 0.0% | -33.6% | 0.003% | |
| 5/2/2026 | International Assets Investment Management LLC | 155,230 | $1.57M | 0.0% | -3.3% | 0.055% | |
| 5/2/2026 | Diversify Wealth Management LLC | 200,812 | $2.14M | 0.0% | +95.0% | 0.072% | |
| 5/1/2026 | Fifth Third Bancorp | 6,419 | $65K | 0.0% | N/A | 0.002% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 38,673 | $394K | 0.0% | -45.9% | 0.014% | |
| 4/30/2026 | Roman Butler Fullerton & Co. | 22,190 | $227K | 0.1% | +44.9% | 0.008% | |
| 4/30/2026 | Kestra Advisory Services LLC | 780,656 | $7.95M | 0.0% | +6.6% | 0.279% | |
| 4/29/2026 | Centerpoint Advisory Group | 41,296 | $420K | 0.3% | -5.3% | 0.015% | |
| 4/28/2026 | Kathmere Capital Management LLC | 34,125 | $347K | 0.0% | -8.5% | 0.012% | |
| 4/28/2026 | Beacon Financial Advisory LLC | 60,266 | $614K | 0.1% | -3.8% | 0.022% | |
| 4/28/2026 | Wealthstar Advisors LLC | 42,566 | $433K | 0.2% | -7.3% | 0.015% | |
| 4/27/2026 | HB Wealth Management LLC | 12,574 | $128K | 0.0% | -24.9% | 0.004% | |
| 4/27/2026 | PFG Investments LLC | 33,793 | $344K | 0.0% | -11.0% | 0.012% | |
| 4/27/2026 | World Investment Advisors | 83,769 | $853K | 0.0% | -2.9% | 0.030% | |
| 4/27/2026 | Private Advisor Group LLC | 441,365 | $4.49M | 0.0% | -11.0% | 0.158% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 414,788 | $4.22M | 0.1% | +2,599.0% | 0.148% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 303,022 | $3.25M | 0.1% | +1.6% | 0.108% | |
| 4/24/2026 | Financial Life Planners | 8,009 | $82K | 0.1% | N/A | 0.003% | |
| 4/24/2026 | Tcfg Wealth Management LLC | 11,037 | $112K | 0.0% | -12.5% | 0.004% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 14,285 | $145K | 0.0% | +30.6% | 0.005% | |
| 4/23/2026 | GraniteShares Advisors LLC | 164,317 | $1.67M | 1.2% | -10.3% | 0.059% | |
| 4/23/2026 | Intrua Financial LLC | 42,428 | $432K | 0.0% | -14.6% | 0.015% | |
| 4/23/2026 | Apollon Wealth Management LLC | 23,771 | $242K | 0.0% | -75.4% | 0.008% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 13,120 | $134K | 0.0% | N/A | 0.005% | |
| 4/22/2026 | Onyx Bridge Wealth Group LLC | 45,393 | $463K | 0.0% | -10.0% | 0.016% | |
| 4/22/2026 | Union Bancaire Privee UBP SA | 11,759 | $120K | 0.0% | -76.8% | 0.004% | |
| 4/22/2026 | Venturi Wealth Management LLC | 47,923 | $488K | 0.0% | -13.6% | 0.017% | |
| 4/21/2026 | Laurel Oak Wealth Management LLC | 54,809 | $558K | 0.1% | -2.2% | 0.020% | |
| 4/21/2026 | AA Financial Advisors LLC | 25,226 | $257K | 0.0% | -75.0% | 0.009% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 37,821 | $385K | 0.0% | -34.4% | 0.014% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 44,508 | $453K | 0.0% | +4.5% | 0.016% | |
| 4/20/2026 | TrueMark Investments LLC | 45,999 | $468K | 0.1% | -35.9% | 0.016% | |
| 4/20/2026 | RFG Advisory LLC | 107,357 | $1.09M | 0.0% | -3.7% | 0.038% | |
| 4/18/2026 | BCS Wealth Management | 13,250 | $135K | 0.0% | -50.0% | 0.005% | |
| 4/17/2026 | Andina Capital Management LLC | 563,305 | $5.73M | 5.1% | +66.1% | 0.201% | |
| 4/17/2026 | Ocean Park Asset Management LLC | 105,371 | $1.07M | 0.1% | N/A | 0.038% | |
| 4/17/2026 | Brookstone Capital Management | 12,980 | $132K | 0.0% | -6.7% | 0.005% | |
| 4/16/2026 | SG Americas Securities LLC | 22,930 | $233K | 0.0% | -59.9% | 0.008% | |
| 4/16/2026 | Tactive Advisors LLC | 27,730 | $282K | 0.1% | N/A | 0.010% | |
| 4/16/2026 | Founders Financial Securities LLC | 33,943 | $344K | 0.0% | -46.3% | 0.012% | |
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| 4/16/2026 | BI Asset Management Fondsmaeglerselskab A S | 207,011 | $2.11M | 0.0% | -9.2% | 0.074% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,126,496 | $16.68M | 0.0% | +143.6% | 0.000% | |
| 3/13/2026 | World Investment Advisors | 86,263 | $1.28M | 0.0% | +439.9% | 0.000% | |
| 3/9/2026 | Corient Private Wealth LLC | 28,823 | $427K | 0.0% | -9.2% | 0.010% | |
| 3/4/2026 | Rehmann Capital Advisory Group | 23,010 | $341K | 0.0% | -25.7% | 0.000% | |
| 3/3/2026 | NWF Advisory Services Inc. | 12,068 | $179K | 0.0% | -27.1% | 0.000% | |
| 2/26/2026 | Alpine Global Management LLC | 113,316 | $1.68M | 0.3% | +14.6% | 0.000% | |
| 2/24/2026 | Titan Investment Management LLC | 125,810 | $1.86M | 1.7% | N/A | 0.000% | |
| 2/23/2026 | Virtu Financial LLC | 69,781 | $1.03M | 0.0% | +222.8% | 0.000% | |
| 2/20/2026 | Sunbelt Securities Inc. | 59,903 | $887K | 0.1% | +13.7% | 0.000% | |