| 5/1/2025 | Freedom Day Solutions LLC | 1,690 | $3.16M | 1.0% | -2.3% | 0.013% | |
| 5/1/2025 | Chapman Investment Management LLC | 4,812 | $9.00M | 6.7% | +1.3% | 0.038% | |
| 5/1/2025 | Diversify Wealth Management LLC | 649 | $1.18M | 0.1% | +15.7% | 0.005% | |
| 5/1/2025 | Xponance Inc. | 1,573 | $2.94M | 0.0% | -1.2% | 0.012% | |
| 5/1/2025 | Fidelis Capital Partners LLC | 174 | $314K | 0.0% | -4.4% | 0.001% | |
| 4/30/2025 | Weil Company Inc. | 1,699 | $3.18M | 0.9% | +16.2% | 0.013% | |
| 4/30/2025 | Cerity Partners LLC | 4,765 | $8.91M | 0.0% | +13.3% | 0.037% | |
| 4/30/2025 | Hara Capital LLC | 241 | $451K | 0.3% | -6.2% | 0.002% | |
| 4/30/2025 | Allworth Financial LP | 120 | $218K | 0.0% | -7.7% | 0.001% | |
| 4/30/2025 | MainStreet Investment Advisors LLC | 359 | $671K | 0.1% | +2.3% | 0.003% | |
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| 4/30/2025 | Mraz Amerine & Associates Inc. | 18,678 | $34.66M | 6.0% | +0.1% | 0.147% | |
| 4/30/2025 | Nisa Investment Advisors LLC | 1,341 | $2.51M | 0.0% | +112.9% | 0.011% | |
| 4/30/2025 | Moloney Securities Asset Management LLC | 143 | $267K | 0.0% | N/A | 0.001% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 878 | $1.64M | 0.0% | +0.7% | 0.007% | |
| 4/30/2025 | Court Place Advisors LLC | 3,307 | $6.18M | 2.1% | -0.2% | 0.026% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 1,735 | $3.18M | 0.0% | -0.3% | 0.014% | |
| 4/30/2025 | M&T Bank Corp | 908 | $1.70M | 0.0% | -4.9% | 0.007% | |
| 4/30/2025 | Brown Advisory Inc. | 8,200 | $15.33M | 0.0% | +6.2% | 0.065% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 248 | $464K | 0.0% | N/A | 0.002% | |
| 4/30/2025 | Gilliland Jeter Wealth Management LLC | 216 | $404K | 0.1% | -14.6% | 0.002% | |
| 4/29/2025 | Richard Bernstein Advisors LLC | 3,515 | $6.57M | 0.2% | -4.7% | 0.028% | |
| 4/29/2025 | TD Private Client Wealth LLC | 1,640 | $3.07M | 0.1% | +85.9% | 0.013% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 48,870 | $91.37M | 0.0% | +14.0% | 0.384% | |
| 4/29/2025 | Sierra Ocean LLC | 15 | $28K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 394 | $736K | 0.0% | -16.0% | 0.003% | |
| 4/29/2025 | Bank of New York Mellon Corp | 47,260 | $88.36M | 0.0% | -1.4% | 0.372% | |
| 4/29/2025 | Wayfinding Financial LLC | 29 | $54K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | IFM Investors Pty Ltd | 2,427 | $4.54M | 0.0% | +7.7% | 0.019% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 183 | $342K | 0.0% | +21.2% | 0.001% | |
| 4/29/2025 | Checchi Capital Advisers LLC | 128 | $239K | 0.0% | +5.8% | 0.001% | |
| 4/29/2025 | Values Added Financial LLC | 1,511 | $2.83M | 1.6% | +42.0% | 0.012% | |
| 4/28/2025 | D.A. Davidson & CO. | 1,748 | $3.27M | 0.0% | -1.9% | 0.014% | |
| 4/28/2025 | Principal Financial Group Inc. | 543,935 | $1.02B | 0.6% | -0.8% | 4.279% | |
| 4/28/2025 | Resonant Capital Advisors LLC | 654 | $1.22M | 0.1% | +1.1% | 0.005% | |
| 4/28/2025 | Teacher Retirement System of Texas | 16,711 | $31.24M | 0.1% | +0.9% | 0.131% | |
| 4/28/2025 | Lodestone Wealth Management LLC | 151 | $282K | 0.2% | -5.6% | 0.001% | |
| 4/28/2025 | Sebold Capital Management Inc. | 269 | $503K | 0.3% | +9.8% | 0.002% | |
| 4/28/2025 | Fiduciary Group LLC | 1,925 | $3.60M | 0.4% | -1.3% | 0.015% | |
| 4/28/2025 | American Capital Advisory LLC | 1,239 | $2.32M | 1.2% | -21.2% | 0.010% | |
| 4/28/2025 | WCM Investment Management LLC | 235 | $436K | 0.0% | +61.0% | 0.002% | |
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| 4/28/2025 | Lawson Kroeker Investment Management Inc. NE | 1,060 | $1.98M | 0.4% | -2.3% | 0.008% | |
| 4/28/2025 | Keybank National Association OH | 700 | $1.31M | 0.0% | -2.9% | 0.006% | |
| 4/28/2025 | DAVENPORT & Co LLC | 203,319 | $379.54M | 2.2% | -0.5% | 1.600% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 1,248 | $2.33M | 0.0% | -0.7% | 0.010% | |
| 4/28/2025 | Vontobel Holding Ltd. | 199 | $372K | 0.0% | N/A | 0.002% | |
| 4/25/2025 | Smith Salley Wealth Management | 9,178 | $17.16M | 1.1% | +0.6% | 0.072% | |
| 4/25/2025 | Canandaigua National Trust Co of Florida | 114 | $213K | 0.2% | -59.7% | 0.001% | |
| 4/25/2025 | Amalgamated Bank | 719 | $1.34M | 0.0% | +2.9% | 0.006% | |
| 4/25/2025 | Buttonwood Financial Advisors Inc. | 3,057 | $5.72M | 2.5% | +6.3% | 0.024% | |
| 4/25/2025 | Hills Bank & Trust Co | 488 | $912K | 0.1% | -33.3% | 0.004% | |
| 4/25/2025 | KBC Group NV | 1,982 | $3.71M | 0.0% | +10.3% | 0.016% | |
| 4/25/2025 | L.K. Benson & Company P.C. | 221 | $413K | 0.3% | +51.4% | 0.002% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 28,666 | $53.59M | 0.0% | -0.5% | 0.226% | |
| 4/24/2025 | Marathon Asset Management Ltd | 33,040 | $61.77M | 1.9% | -5.5% | 0.260% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 956 | $1.78M | 0.0% | -63.5% | 0.008% | |
| 4/24/2025 | Gold Investment Management Ltd. | 1,290 | $2.41M | 1.0% | +3.9% | 0.010% | |
| 4/24/2025 | Carolina Wealth Advisors LLC | 230 | $430K | 0.2% | +5,650.0% | 0.002% | |
| 4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 62 | $115K | 0.0% | N/A | 0.000% | |
| 4/24/2025 | Lafayette Investments Inc. | 20,248 | $37.86M | 8.0% | -0.3% | 0.159% | |
| 4/24/2025 | Quilter Plc | 33,754 | $63.11M | 1.3% | +1.9% | 0.266% | |
| 4/24/2025 | Illinois Municipal Retirement Fund | 9,294 | $17.38M | 0.3% | +5.5% | 0.073% | |
| 4/24/2025 | Trust Co. of Vermont | 615 | $1.15M | 0.1% | -2.4% | 0.005% | |
| 4/24/2025 | Victrix Investment Advisors | 327 | $606K | 0.3% | -7.1% | 0.003% | |
| 4/23/2025 | Robeco Institutional Asset Management B.V. | 995 | $1.86M | 0.0% | -16.5% | 0.008% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 1,514 | $2.83M | 0.0% | -6.4% | 0.012% | |
| 4/23/2025 | Perigon Wealth Management LLC | 436 | $815K | 0.0% | -5.4% | 0.003% | |
| 4/23/2025 | HBK Sorce Advisory LLC | 131 | $245K | 0.0% | N/A | 0.001% | |
| 4/23/2025 | Bessemer Group Inc. | 736 | $1.38M | 0.0% | +49.0% | 0.006% | |
| 4/23/2025 | Global Assets Advisory LLC | 153 | $272K | 0.1% | N/A | 0.001% | |
| 4/23/2025 | Kirr Marbach & Co. LLC IN | 8,075 | $15.10M | 3.5% | +0.6% | 0.064% | |
| 4/23/2025 | Chevy Chase Trust Holdings LLC | 500 | $935K | 0.0% | -2.9% | 0.004% | |
| 4/23/2025 | Davidson Kahn Capital Management LLC | 1,665 | $3.11M | 2.4% | -13.4% | 0.013% | |
| 4/23/2025 | Asset Management One Co. Ltd. | 5,091 | $9.52M | 0.0% | +1.6% | 0.040% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 3,477 | $6.50M | 0.3% | +1.7% | 0.027% | |
| 4/23/2025 | Scharf Investments LLC | 88,869 | $166.15M | 5.1% | -6.7% | 0.699% | |
| 4/23/2025 | Oppenheimer & Co. Inc. | 1,018 | $1.90M | 0.0% | +9.8% | 0.008% | |
| 4/22/2025 | Live Oak Private Wealth LLC | 6,249 | $11.68M | 1.9% | -0.1% | 0.049% | |
| 4/22/2025 | Hudson Value Partners LLC | 3,288 | $6.15M | 2.3% | -1.5% | 0.026% | |
| 4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 368 | $688K | 0.0% | N/A | 0.003% | |
| 4/22/2025 | Kentucky Retirement Systems | 865 | $1.62M | 0.0% | N/A | 0.007% | |
| 4/22/2025 | Guyasuta Investment Advisors Inc. | 115 | $215K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | Cross Staff Investments Inc | 360 | $673K | 0.5% | -2.7% | 0.003% | |
| 4/22/2025 | Praxis Investment Management Inc. | 980 | $1.83M | 0.1% | +36.1% | 0.008% | |
| 4/22/2025 | GAM Holding AG | 6,537 | $12.22M | 0.9% | -14.7% | 0.051% | |
| 4/22/2025 | PFG Investments LLC | 110 | $206K | 0.0% | N/A | 0.001% | |
| 4/22/2025 | Compass Ion Advisors LLC | 765 | $1.43M | 0.2% | -2.4% | 0.006% | |
| 4/21/2025 | Alta Capital Management LLC | 2,560 | $4.79M | 0.3% | -5.4% | 0.020% | |
| 4/21/2025 | Blue Trust Inc. | 125 | $234K | 0.0% | +23.8% | 0.001% | |
| 4/21/2025 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 504 | $935K | 0.1% | +7.0% | 0.004% | |
| 4/17/2025 | QRG Capital Management Inc. | 304 | $568K | 0.0% | -4.4% | 0.002% | |
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| 4/17/2025 | Sagespring Wealth Partners LLC | 150 | $280K | 0.0% | +11.1% | 0.001% | |
| 4/17/2025 | Sowell Financial Services LLC | 1,481 | $2.77M | 0.1% | N/A | 0.012% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 4,502 | $8.42M | 0.0% | -6.2% | 0.035% | |
| 4/17/2025 | Northstar Group Inc. | 2,161 | $4.04M | 0.7% | +19.5% | 0.017% | |
| 4/17/2025 | Trust Point Inc. | 384 | $718K | 0.1% | -4.5% | 0.003% | |
| 4/17/2025 | Cyndeo Wealth Partners LLC | 107 | $200K | 0.0% | N/A | 0.001% | |
| 4/17/2025 | Citadel Investment Advisory Inc. | 16,014 | $29.94M | 14.7% | +0.5% | 0.126% | |
| 4/17/2025 | Traphagen Investment Advisors LLC | 182 | $340K | 0.0% | -3.2% | 0.001% | |
| 4/17/2025 | Hengehold Capital Management LLC | 303 | $566K | 0.1% | +28.4% | 0.002% | |
| 4/17/2025 | Brighton Jones LLC | 120 | $224K | 0.0% | -12.4% | 0.001% | |
