| 10/9/2026 | Wedmont Private Capital | 9,576 | $320K | 0.0% | -11.2% | 0.000% | |
| 10/9/2026 | Legacy Wealth Asset Management LLC | 39,775 | $1.41M | 0.3% | +7.4% | 0.001% | |
| 10/9/2026 | GAMMA Investing LLC | 20,505 | $728K | 0.0% | +11.2% | 0.001% | |
| 10/8/2026 | Farther Finance Advisors LLC | 64,535 | $2.29M | 0.0% | +4.4% | 0.002% | |
| 10/8/2026 | Gradient Investments LLC | 180,491 | $6.41M | 0.1% | -5.8% | 0.006% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 10,265 | $364K | 0.0% | N/A | 0.000% | |
| 10/8/2026 | Valeo Financial Advisors LLC | 14,910 | $529K | 0.0% | +17.9% | 0.001% | |
| 10/7/2026 | Cooper Financial Group | 8,054 | $286K | 0.0% | -14.1% | 0.000% | |
| 10/5/2026 | Park National Corp OH | 6,066 | $215K | 0.0% | N/A | 0.000% | |
| 10/5/2026 | Ferguson Wellman Capital Management Inc. | 20,689 | $734K | 0.0% | -1.8% | 0.001% | |
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| 10/1/2026 | Confluence Investment Management LLC | 56,923 | $2.02M | 0.0% | +0.6% | 0.002% | |
| 9/23/2026 | QRG Capital Management Inc. | 394,253 | $12.37M | 0.1% | +15.4% | 0.014% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 16,354 | $513K | 0.0% | +18.6% | 0.001% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 69,773 | $2.19M | 0.0% | +7.8% | 0.002% | |
| 9/9/2026 | Archford Capital Strategies LLC | 6,934 | $218K | 0.0% | -9.8% | 0.000% | |
| 9/9/2026 | WINTON GROUP Ltd | 42,800 | $1.34M | 0.0% | -68.8% | 0.001% | |
| 9/9/2026 | Engineers Gate Manager LP | 143,087 | $4.49M | 0.1% | +8.7% | 0.005% | |
| 9/9/2026 | Cidel Asset Management Inc. | 9,355 | $294K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 28,860 | $906K | 0.0% | +11.3% | 0.001% | |
| 9/9/2026 | NewEdge Advisors LLC | 88,804 | $2.79M | 0.0% | +19.1% | 0.003% | |
| 9/8/2026 | Allworth Financial LP | 10,111 | $317K | 0.0% | +34.1% | 0.000% | |
| 9/8/2026 | West Family Investments Inc. | 8,925 | $280K | 0.1% | N/A | 0.000% | |
| 8/27/2026 | Corient Private Wealth LP | 92,835 | $2.91M | 0.0% | -15.9% | 0.003% | |
| 8/23/2026 | Wedmont Private Capital | 10,788 | $349K | 0.0% | -9.4% | 0.000% | |
| 8/23/2026 | Kintra Wealth LLC | 6,637 | $208K | 0.0% | N/A | 0.000% | |
| 8/23/2026 | HB Wealth Management LLC | 34,212 | $1.07M | 0.0% | +11.5% | 0.001% | |
| 8/23/2026 | Angeles Wealth Management LLC | 7,805 | $245K | 0.0% | N/A | 0.000% | |
| 8/23/2026 | XY Capital Ltd | 9,519 | $299K | 0.3% | -70.2% | 0.000% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 385,973 | $12.16M | 0.0% | -10.2% | 0.013% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 23,603 | $741K | 0.0% | +25.6% | 0.001% | |
| 8/21/2026 | Greenspring Advisors LLC | 11,216 | $352K | 0.0% | +3.1% | 0.000% | |
| 8/21/2026 | Continuum Advisory LLC | 2,973 | $93K | 0.0% | N/A | 0.000% | |
| 8/21/2026 | Natural Investments LLC | 8,742 | $274K | 0.1% | -37.7% | 0.000% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 22,251 | $698K | 0.0% | +1.5% | 0.001% | |
| 8/20/2026 | Camelot Portfolios LLC | 19,565 | $614K | 0.4% | -5.3% | 0.001% | |
| 8/20/2026 | Wedbush Securities Inc. | 7,311 | $229K | 0.0% | N/A | 0.000% | |
| 8/20/2026 | Greenleaf Trust | 36,629 | $1.15M | 0.0% | -6.8% | 0.001% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 61,807 | $1.94M | 0.2% | +3.8% | 0.002% | |
| 7/10/2026 | Fulton Bank N.A. | 11,130 | $349K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Contravisory Investment Management Inc. | 10,309 | $323K | 0.1% | +3.5% | 0.000% | |
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| 7/9/2026 | Legacy Wealth Asset Management LLC | 37,040 | $1.16M | 0.3% | -14.1% | 0.001% | |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 144,746 | $4.54M | 0.1% | -1.0% | 0.005% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 12,642 | $397K | 0.0% | +23.3% | 0.000% | |
| 7/8/2026 | Gradient Investments LLC | 191,552 | $6.01M | 0.1% | +5.5% | 0.007% | |
| 7/8/2026 | Cooper Financial Group | 9,380 | $294K | 0.0% | N/A | 0.000% | |
| 7/8/2026 | 55 North Private Wealth LLC | 9,153 | $287K | 0.1% | N/A | 0.000% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 6,383 | $200K | 0.0% | N/A | 0.000% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 210,374 | $6.60M | 0.2% | +0.8% | 0.007% | |
| 7/7/2026 | GAMMA Investing LLC | 18,438 | $579K | 0.0% | +17.5% | 0.001% | |
| 7/7/2026 | CoreCap Advisors LLC | 3,471 | $109K | 0.0% | +883.3% | 0.000% | |
| 7/2/2026 | Versant Capital Management Inc | 29,811 | $935K | 0.1% | +1.6% | 0.001% | |
| 7/1/2026 | Confluence Investment Management LLC | 56,589 | $1.78M | 0.0% | -4.1% | 0.002% | |
| 7/1/2026 | Eastern Bank | 5,537 | $174K | 0.0% | N/A | 0.000% | |
| 6/11/2026 | LFG Wealth Partners LLC | 55,880 | $1.46M | 0.9% | +2.3% | 0.002% | |
| 6/3/2026 | Parallel Advisors LLC | 21,919 | $571K | 0.0% | +5.2% | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 74,579 | $1.94M | 0.0% | +12.1% | 0.003% | |
| 6/1/2026 | Keel Point LLC | 7,817 | $204K | 0.0% | -39.3% | 0.000% | |
| 5/26/2026 | Glenmede Trust Co. NA | 30,599 | $797K | 0.0% | -10.9% | 0.001% | |
| 5/19/2026 | Bank of America Corp DE | 6,451,137 | $168.05M | 0.0% | +1.0% | 0.222% | |
| 5/18/2026 | Guardian Partners Inc. | 712,635 | $18.62M | 1.6% | -0.8% | 0.024% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 14,582 | $380K | 0.0% | +14.5% | 0.001% | |
| 5/18/2026 | Royal Bank of Canada | 3,486,315 | $90.82M | 0.0% | -4.5% | 0.120% | |
| 5/16/2026 | Quantinno Capital Management LP | 1,803,670 | $46.99M | 0.1% | +9.5% | 0.062% | |
| 5/16/2026 | Lazard Asset Management LLC | 981,440 | $25.57M | 0.0% | -66.3% | 0.034% | |
| 5/15/2026 | Themes Management Co LLC | 36,997 | $964K | 0.6% | +9.9% | 0.001% | |
| 5/15/2026 | Van Diest Capital LLC | 16,322 | $425K | 0.3% | N/A | 0.001% | |
| 5/15/2026 | Waverly Advisors LLC | 49,315 | $1.29M | 0.0% | -9.3% | 0.002% | |
| 5/15/2026 | Aristotle Capital Management LLC | 5,055,258 | $131.69M | 0.3% | -2.2% | 0.174% | |
| 5/14/2026 | Hilltop Holdings Inc. | 23,362 | $609K | 0.1% | -34.4% | 0.001% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 29,604 | $771K | 0.0% | +16.8% | 0.001% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 226,261 | $5.89M | 0.0% | -2.1% | 0.008% | |
| 5/14/2026 | Compound Planning Inc. | 58,784 | $1.53M | 0.0% | +0.7% | 0.002% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 3,905,660 | $101.74M | 0.1% | -42.7% | 0.134% | |
| 5/14/2026 | Gibbs Wealth Management | 31,376 | $817K | 0.1% | N/A | 0.001% | |
| 5/14/2026 | Sei Investments Co. | 644,227 | $16.78M | 0.0% | -11.8% | 0.022% | |
| 5/14/2026 | Lido Advisors LLC | 55,885 | $1.46M | 0.0% | +18.0% | 0.002% | |
| 5/13/2026 | Cetera Investment Advisers | 223,119 | $5.81M | 0.0% | +1.3% | 0.008% | |
| 5/13/2026 | NewEdge Wealth LLC | 51,951 | $1.35M | 0.0% | +13.6% | 0.002% | |
| 5/13/2026 | First Trust Advisors LP | 304,028 | $7.92M | 0.0% | -5.2% | 0.010% | |
| 5/12/2026 | XY Capital Ltd | 31,933 | $832K | 0.8% | -39.7% | 0.001% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 111,255 | $2.90M | 0.0% | -0.8% | 0.004% | |
| 5/8/2026 | Summit Global Investments | 15,885 | $414K | 0.0% | +8.0% | 0.001% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 313,500 | $8.17M | 0.0% | +0.5% | 0.011% | |
| 5/7/2026 | Parallel Advisors LLC | 21,919 | $571K | 0.0% | +5.2% | 0.001% | |
| 5/7/2026 | Boston Common Asset Management LLC | 244,179 | $6.36M | 0.4% | -6.2% | 0.008% | |
| 5/6/2026 | Annis Gardner Whiting Capital Advisors LLC | 3,149 | $82K | 0.0% | +411.2% | 0.000% | |
| 5/6/2026 | Assetmark Inc. | 40,820 | $1.06M | 0.0% | -38.0% | 0.001% | |
| 5/6/2026 | Gallacher Capital Management LLC | 26,640 | $694K | 0.3% | +4.8% | 0.001% | |
| 5/6/2026 | Bessemer Group Inc. | 152,091 | $3.96M | 0.0% | -0.5% | 0.005% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 383,964 | $10.29M | 0.0% | -6.6% | 0.013% | |
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| 5/5/2026 | Evergreen Advisors LLC | 1,062 | $28K | 0.0% | N/A | 0.000% | |
| 5/5/2026 | Bank of New York Mellon Corp | 456,805 | $11.90M | 0.0% | +0.1% | 0.016% | |
| 5/5/2026 | Advisors Preferred LLC | 24,993 | $651K | 0.1% | N/A | 0.001% | |
| 5/5/2026 | Sanctuary Advisors LLC | 74,489 | $1.94M | 0.0% | -15.5% | 0.003% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 19,490 | $508K | 0.0% | +2.8% | 0.001% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,287 | $294K | 0.0% | N/A | 0.000% | |
| 5/4/2026 | Bleakley Financial Group LLC | 18,407 | $480K | 0.0% | +9.6% | 0.001% | |
| 5/4/2026 | Parr Mcknight Wealth Management Group LLC | 101,528 | $2.65M | 0.3% | +954.1% | 0.003% | |
| 5/4/2026 | Teachers Retirement System of The State of Kentucky | 1,765,380 | $45.99M | 0.4% | -1.1% | 0.061% | |
| 5/2/2026 | Diversify Wealth Management LLC | 7,835 | $217K | 0.0% | N/A | 0.000% | |