| 5/1/2025 | Diversify Wealth Management LLC | 4,594 | $333K | 0.0% | -7.6% | 0.000% | |
| 5/1/2025 | Xponance Inc. | 3,879 | $258K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Genus Capital Management Inc. | 9,752 | $648K | 0.1% | -200.0% | 0.000% | |
| 4/30/2025 | Cerity Partners LLC | 92,121 | $6.12M | 0.0% | +41.6% | 0.004% | |
| 4/30/2025 | DMC Group LLC | 7,418 | $493K | 0.4% | +2.5% | 0.000% | |
| 4/30/2025 | Alps Advisors Inc. | 51,000 | $3.39M | 0.0% | -18.8% | 0.002% | |
| 4/30/2025 | Leavell Investment Management Inc. | 4,085 | $271K | 0.0% | N/A | 0.000% | |
| 4/30/2025 | Banque Pictet & Cie SA | 113,201 | $7.52M | 0.1% | +89.3% | 0.004% | |
| 4/30/2025 | LBP AM SA | 42,800 | $2.84M | 0.0% | -0.7% | 0.002% | |
| 4/30/2025 | Rehmann Capital Advisory Group | 14,807 | $984K | 0.1% | +4.8% | 0.001% | |
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| 4/30/2025 | Flossbach Von Storch SE | 1,049,520 | $69.73M | 0.3% | +1.5% | 0.041% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 322,392 | $20.90M | 0.0% | +6.9% | 0.013% | |
| 4/30/2025 | M&T Bank Corp | 66,864 | $4.44M | 0.0% | -4.6% | 0.003% | |
| 4/30/2025 | May Hill Capital LLC | 6,051 | $402K | 0.2% | N/A | 0.000% | |
| 4/30/2025 | Brown Advisory Inc. | 4,767,454 | $316.75M | 0.5% | -1.6% | 0.188% | |
| 4/30/2025 | ARGA Investment Management LP | 1,553,975 | $103.25M | 3.5% | +7.2% | 0.061% | |
| 4/30/2025 | Ninety One SA PTY Ltd | 49,637 | $3.30M | 0.6% | -9.8% | 0.002% | |
| 4/30/2025 | Ninety One UK Ltd | 583,525 | $38.77M | 0.1% | -31.4% | 0.023% | |
| 4/30/2025 | Ninety One North America Inc. | 68,764 | $4.57M | 0.3% | +7.5% | 0.003% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 63,498 | $4.22M | 0.1% | -0.5% | 0.003% | |
| 4/29/2025 | TD Private Client Wealth LLC | 4,882 | $324K | 0.0% | -8.5% | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,148,586 | $76.31M | 0.0% | -4.7% | 0.045% | |
| 4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 188,995 | $12.56M | 0.8% | +4.6% | 0.007% | |
| 4/29/2025 | Bank of New York Mellon Corp | 2,245,746 | $149.21M | 0.0% | -0.6% | 0.089% | |
| 4/29/2025 | Generali Investments CEE investicni spolecnost a.s. | 99,200 | $6.59M | 0.6% | +167.5% | 0.004% | |
| 4/29/2025 | Impax Asset Management Group plc | 1,041,998 | $68.52M | 0.4% | -66.8% | 0.041% | |
| 4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 13,862 | $921K | 0.0% | +154.8% | 0.001% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 17,012 | $1.13M | 0.0% | +10.9% | 0.001% | |
| 4/29/2025 | Calamos Wealth Management LLC | 15,088 | $1.00M | 0.0% | N/A | 0.001% | |
| 4/29/2025 | Calamos Advisors LLC | 20,870 | $1.39M | 0.0% | +1.9% | 0.001% | |
| 4/28/2025 | Principal Financial Group Inc. | 57,425 | $3.82M | 0.0% | +18.0% | 0.002% | |
| 4/28/2025 | First Horizon Advisors Inc. | 2,275 | $151K | 0.0% | -6.5% | 0.000% | |
| 4/28/2025 | Hudson Edge Investment Partners Inc. | 856,500 | $56.91M | 11.6% | -1.3% | 0.034% | |
| 4/28/2025 | Physician Wealth Advisors Inc. | 866 | $58K | 0.0% | -28.6% | 0.000% | |
| 4/28/2025 | Aaron Wealth Advisors LLC | 8,073 | $536K | 0.1% | +5.3% | 0.000% | |
| 4/28/2025 | Keybank National Association OH | 36,582 | $2.43M | 0.0% | +7.6% | 0.001% | |
| 4/28/2025 | DAVENPORT & Co LLC | 71,181 | $4.73M | 0.0% | +1.4% | 0.003% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 3,100 | $206K | 0.0% | -47.5% | 0.000% | |
| 4/28/2025 | Vontobel Holding Ltd. | 163,731 | $10.88M | 0.0% | -13.5% | 0.006% | |
| 4/25/2025 | Naviter Wealth LLC | 38,410 | $2.54M | 0.3% | -1.2% | 0.002% | |
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| 4/25/2025 | KBC Group NV | 159,501 | $10.60M | 0.0% | +19.7% | 0.006% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 1,317,346 | $87.52M | 0.1% | -0.7% | 0.052% | |
| 4/24/2025 | Marathon Asset Management Ltd | 550,623 | $36.58M | 1.1% | -8.0% | 0.022% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 1,768,064 | $115.37M | 0.2% | -22.1% | 0.070% | |
| 4/24/2025 | BSW Wealth Partners | 7,546 | $501K | 0.1% | -7.9% | 0.000% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 1,088,485 | $72.56M | 0.2% | +1.2% | 0.043% | |
| 4/24/2025 | Waverton Investment Management Ltd | 25,403 | $1.69M | 0.0% | +27.3% | 0.001% | |
| 4/24/2025 | Artemis Investment Management LLP | 10,992 | $730K | 0.0% | -10.4% | 0.000% | |
| 4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 197,296 | $14.26M | 0.1% | -7.0% | 0.008% | |
| 4/24/2025 | Perpetual Ltd | 1,086,607 | $72.19M | 0.9% | -4.8% | 0.043% | |
| 4/24/2025 | PDS Planning Inc | 15,528 | $1.03M | 0.1% | +24.4% | 0.001% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 32,940 | $2.19M | 0.0% | +13.4% | 0.001% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 4,289,688 | $285.01M | 0.6% | +26.9% | 0.169% | |
| 4/23/2025 | Value Partners Investments Inc. | 147,179 | $9.79M | 0.8% | N/A | 0.006% | |
| 4/23/2025 | Alpine Bank Wealth Management | 924 | $61K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Pinnacle Bancorp Inc. | 847 | $56K | 0.0% | +109.7% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 586,535 | $38.97M | 0.1% | +4.9% | 0.023% | |
| 4/23/2025 | Spire Wealth Management | 3,989 | $265K | 0.0% | +771.0% | 0.000% | |
| 4/23/2025 | Harbour Capital Advisors LLC | 7,550 | $506K | 0.1% | -5.2% | 0.000% | |
| 4/23/2025 | Figure 8 Investment Strategies LLC | 23,375 | $1.55M | 1.6% | +5.7% | 0.001% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 233,224 | $15.50M | 0.2% | +4.0% | 0.009% | |
| 4/22/2025 | Channing Global Advisors LLC | 83,886 | $5.57M | 3.8% | +101.8% | 0.003% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 2,137,852 | $142.04M | 1.8% | -8.3% | 0.084% | |
| 4/22/2025 | Deltec Asset Management LLC | 26,600 | $1.77M | 0.4% | +6.0% | 0.001% | |
| 4/22/2025 | Cabot Wealth Management Inc. | 292,866 | $19.46M | 2.5% | +0.9% | 0.012% | |
| 4/22/2025 | Canoe Financial LP | 376,702 | $25.03M | 0.4% | +11.1% | 0.015% | |
| 4/21/2025 | Avior Wealth Management LLC | 4,405 | $293K | 0.0% | +9.2% | 0.000% | |
| 4/21/2025 | Riverbridge Partners LLC | 3,613 | $240K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Blue Trust Inc. | 32,759 | $2.18M | 0.0% | +46.8% | 0.001% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 16,673 | $1.11M | 0.0% | -42.3% | 0.001% | |
| 4/21/2025 | Matthews International Capital Management LLC | 261,894 | $17.40M | 3.6% | +89.0% | 0.010% | |
| 4/21/2025 | Janney Capital Management LLC | 95,441 | $6.34M | 0.4% | +3.7% | 0.004% | |
| 4/21/2025 | Institute for Wealth Management LLC. | 4,781 | $318K | 0.0% | -4.6% | 0.000% | |
| 4/21/2025 | Helios Capital Management PTE. Ltd. | 160,700 | $10.68M | 18.7% | +27.8% | 0.006% | |
| 4/18/2025 | Rakuten Securities Inc. | 899 | $60K | 0.0% | +233.0% | 0.000% | |
| 4/18/2025 | Insigneo Advisory Services LLC | 3,092 | $205K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | QRG Capital Management Inc. | 22,429 | $1.49M | 0.0% | -7.2% | 0.001% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 5,484 | $364K | 0.0% | -4.4% | 0.000% | |
| 4/17/2025 | Adero Partners LLC | 3,352 | $223K | 0.0% | -4.1% | 0.000% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 7,640 | $508K | 0.0% | -4.9% | 0.000% | |
| 4/17/2025 | Bank Pictet & Cie Europe AG | 38,579 | $2.56M | 0.1% | +97.9% | 0.002% | |
| 4/17/2025 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 48,314 | $3.21M | 0.1% | +68.5% | 0.002% | |
| 4/17/2025 | CogentBlue Wealth Advisors LLC | 6,898 | $458K | 0.4% | +88.5% | 0.000% | |
| 4/17/2025 | Foster Victor Wealth Advisors LLC | 3,017 | $204K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Ritholtz Wealth Management | 7,710 | $512K | 0.0% | -46.8% | 0.000% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 8,570 | $569K | 0.0% | +38.1% | 0.000% | |
| 4/16/2025 | Elevation Point Wealth Partners LLC | 5,581 | $371K | 0.0% | -9.3% | 0.000% | |
| 4/16/2025 | Aubrey Capital Management Ltd | 19,484 | $1.29M | 0.5% | +22.5% | 0.001% | |
| 4/16/2025 | Tobam | 37,651 | $2.50M | 1.1% | +9.4% | 0.001% | |
| 4/16/2025 | Union Bancaire Privee UBP SA | 7,500 | $496K | 0.0% | -55.2% | 0.000% | |
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| 4/15/2025 | Simon Quick Advisors LLC | 3,054 | $203K | 0.0% | -18.4% | 0.000% | |
| 4/15/2025 | Handelsbanken Fonder AB | 13,750 | $914K | 0.0% | N/A | 0.001% | |
| 4/15/2025 | SG Americas Securities LLC | 17,938 | $1.19M | 0.0% | +33.8% | 0.001% | |
| 4/15/2025 | GAMMA Investing LLC | 2,391 | $159K | 0.0% | +6.8% | 0.000% | |
| 4/14/2025 | Yousif Capital Management LLC | 19,512 | $1.30M | 0.0% | -49.0% | 0.001% | |
| 4/14/2025 | Farther Finance Advisors LLC | 2,746 | $179K | 0.0% | -17.5% | 0.000% | |
| 4/14/2025 | Rheos Capital Works Inc. | 367,000 | $24.38M | 2.0% | -15.0% | 0.014% | |
| 4/14/2025 | Portside Wealth Group LLC | 9,014 | $599K | 0.1% | +2.7% | 0.000% | |
| 4/14/2025 | UMB Bank n.a. | 3,241 | $215K | 0.0% | -39.4% | 0.000% | |
| 4/14/2025 | Sivia Capital Partners LLC | 6,299 | $419K | 0.2% | -33.2% | 0.000% | |
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