| 9/23/2026 | QRG Capital Management Inc. | 817,288 | $16.26M | 0.1% | +28.6% | 0.007% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 27,007 | $537K | 0.0% | +10.7% | 0.000% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 80,661 | $1.60M | 0.0% | -39.0% | 0.001% | |
| 9/9/2026 | Engineers Gate Manager LP | 125,914 | $2.50M | 0.0% | +112.7% | 0.001% | |
| 9/9/2026 | Cidel Asset Management Inc. | 13,323 | $265K | 0.0% | N/A | 0.000% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 71,151 | $1.42M | 0.0% | +2.4% | 0.001% | |
| 9/9/2026 | NewEdge Advisors LLC | 62,820 | $1.25M | 0.0% | -1.0% | 0.001% | |
| 9/8/2026 | Allworth Financial LP | 19,129 | $380K | 0.0% | -8.9% | 0.000% | |
| 9/8/2026 | West Family Investments Inc. | 43,037 | $856K | 0.2% | +17.8% | 0.000% | |
| 9/8/2026 | Waverly Advisors LLC | 28,231 | $562K | 0.0% | -2.4% | 0.000% | |
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| 9/4/2026 | Parkside Financial Bank & Trust | 8,017 | $159K | 0.0% | +7.7% | 0.000% | |
| 9/2/2026 | Range Advisory LLC | 12,160 | $242K | 0.0% | N/A | 0.000% | |
| 8/27/2026 | Corient Private Wealth LP | 161,200 | $3.21M | 0.0% | -1.8% | 0.001% | |
| 8/23/2026 | DMC Group LLC | 47,239 | $940K | 0.7% | -10.0% | 0.000% | |
| 8/23/2026 | Wedmont Private Capital | 25,222 | $546K | 0.0% | -13.0% | 0.000% | |
| 8/23/2026 | HB Wealth Management LLC | 90,600 | $1.80M | 0.0% | +3.3% | 0.001% | |
| 8/22/2026 | Syon Capital LLC | 33,982 | $676K | 0.0% | +7.0% | 0.000% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 928,117 | $18.82M | 0.0% | +3.6% | 0.008% | |
| 8/22/2026 | Premier Path Wealth Partners LLC | 10,106 | $201K | 0.0% | -6.7% | 0.000% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 22,534 | $448K | 0.0% | +47.5% | 0.000% | |
| 8/21/2026 | InTrack Investment Management Inc | 55,301 | $1.10M | 0.5% | +34.3% | 0.000% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 46,523 | $925K | 0.0% | -4.0% | 0.000% | |
| 8/20/2026 | Wedbush Securities Inc. | 11,792 | $235K | 0.0% | +9.9% | 0.000% | |
| 8/20/2026 | Greenleaf Trust | 96,029 | $1.91M | 0.0% | -2.8% | 0.001% | |
| 8/18/2026 | Pin Oak Investment Advisors Inc. | 3,954 | $79K | 0.0% | N/A | 0.000% | |
| 8/11/2026 | Madison Asset Management LLC | 158,993 | $3.16M | 0.0% | N/A | 0.001% | |
| 7/10/2026 | City Holding Co. | 5,000 | $99K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Legacy Wealth Asset Management LLC | 138,018 | $2.75M | 0.6% | -0.6% | 0.001% | |
| 7/9/2026 | Everpar Advisors LLC | 17,644 | $351K | 0.1% | -7.4% | 0.000% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 37,187 | $740K | 0.0% | +15.6% | 0.000% | |
| 7/8/2026 | Gradient Investments LLC | 301,721 | $6.00M | 0.1% | +5.7% | 0.003% | |
| 7/8/2026 | Trust Point Inc. | 49,093 | $976K | 0.1% | +1.5% | 0.000% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 1,269 | $25K | 0.0% | N/A | 0.000% | |
| 7/8/2026 | 55 North Private Wealth LLC | 26,685 | $531K | 0.1% | +50.4% | 0.000% | |
| 7/7/2026 | 180 Wealth Advisors LLC | 18,181 | $362K | 0.0% | -5.4% | 0.000% | |
| 7/7/2026 | Foster Group Inc. | 20,235 | $402K | 0.0% | +15.1% | 0.000% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 27,115 | $539K | 0.0% | +75.4% | 0.000% | |
| 7/7/2026 | GAMMA Investing LLC | 71,040 | $1.41M | 0.1% | +16.0% | 0.001% | |
| 7/7/2026 | Moody National Bank Trust Division | 17,351 | $345K | 0.0% | -7.6% | 0.000% | |
| 7/2/2026 | Versant Capital Management Inc | 68,945 | $1.37M | 0.1% | -0.7% | 0.001% | |
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| 7/1/2026 | Confluence Investment Management LLC | 106,721 | $2.12M | 0.0% | -4.2% | 0.001% | |
| 6/22/2026 | Sapient Capital LLC | 13,914 | $236K | 0.0% | -9.8% | 0.000% | |
| 6/3/2026 | Parallel Advisors LLC | 63,185 | $1.07M | 0.0% | +34.1% | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 63,437 | $1.08M | 0.0% | +19.2% | 0.001% | |
| 5/28/2026 | Cozad Asset Management Inc. | 15,342 | $260K | 0.0% | -15.9% | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 12,228,389 | $207.52M | 0.0% | -7.1% | 0.103% | |
| 5/18/2026 | Guardian Partners Inc. | 558,229 | $9.50M | 0.8% | -2.7% | 0.005% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 47,567 | $807K | 0.0% | +37.2% | 0.000% | |
| 5/18/2026 | Royal Bank of Canada | 6,315,948 | $107.18M | 0.0% | +5.7% | 0.053% | |
| 5/16/2026 | Quantinno Capital Management LP | 2,399,601 | $40.72M | 0.1% | +21.4% | 0.020% | |
| 5/15/2026 | Themes Management Co LLC | 56,606 | $961K | 0.6% | -5.5% | 0.000% | |
| 5/15/2026 | Waverly Advisors LLC | 28,926 | $491K | 0.0% | -9.4% | 0.000% | |
| 5/15/2026 | Entropy Technologies LP | 60,019 | $1.02M | 0.0% | +53.6% | 0.001% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 36,573 | $681K | 0.0% | +2.0% | 0.000% | |
| 5/14/2026 | Hilltop Holdings Inc. | 11,925 | $202K | 0.0% | -51.7% | 0.000% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 81,088 | $1.38M | 0.1% | +64.8% | 0.001% | |
| 5/14/2026 | Compound Planning Inc. | 184,145 | $3.13M | 0.1% | +6.0% | 0.002% | |
| 5/14/2026 | Modern Wealth Management LLC | 11,724 | $208K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Keebeck Wealth Management | 11,547 | $196K | 0.0% | N/A | 0.000% | |
| 5/14/2026 | Gibbs Wealth Management | 22,939 | $389K | 0.1% | +122.6% | 0.000% | |
| 5/14/2026 | Sei Investments Co. | 3,690,655 | $62.63M | 0.1% | -4.5% | 0.031% | |
| 5/14/2026 | Lido Advisors LLC | 32,275 | $548K | 0.0% | +35.0% | 0.000% | |
| 5/13/2026 | Cetera Investment Advisers | 437,318 | $7.42M | 0.0% | +13.7% | 0.004% | |
| 5/13/2026 | Signature Equity Partners LLC | 1,697 | $29K | 0.0% | +73.0% | 0.000% | |
| 5/13/2026 | NewEdge Wealth LLC | 17,847 | $303K | 0.0% | -9.3% | 0.000% | |
| 5/13/2026 | First Trust Advisors LP | 476,447 | $8.09M | 0.0% | +52.5% | 0.004% | |
| 5/12/2026 | Barometer Capital Management Inc. | 88,700 | $1.51M | 0.6% | +48.6% | 0.001% | |
| 5/12/2026 | XY Capital Ltd | 411,425 | $6.98M | 6.9% | +710.6% | 0.003% | |
| 5/12/2026 | ABN Amro Investment Solutions | 114,800 | $1.95M | 0.0% | -71.2% | 0.001% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 325,379 | $5.52M | 0.0% | +9.6% | 0.003% | |
| 5/8/2026 | Madison Asset Management LLC | 159,836 | $2.71M | 0.0% | +6.9% | 0.001% | |
| 5/7/2026 | AlTi Global Inc. | 22,871 | $388K | 0.0% | +99.1% | 0.000% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 15,362 | $261K | 0.0% | +21.9% | 0.000% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 1,941,272 | $32.94M | 0.0% | -1.7% | 0.016% | |
| 5/7/2026 | Parallel Advisors LLC | 63,185 | $1.07M | 0.0% | +34.1% | 0.001% | |
| 5/7/2026 | Boston Common Asset Management LLC | 566,845 | $9.62M | 0.6% | -4.4% | 0.005% | |
| 5/6/2026 | Dorsey Wright & Associates | 223,030 | $3.79M | 0.5% | +39.3% | 0.002% | |
| 5/6/2026 | Assetmark Inc. | 51,781 | $879K | 0.0% | -9.6% | 0.000% | |
| 5/6/2026 | Gallacher Capital Management LLC | 39,661 | $673K | 0.3% | +2.0% | 0.000% | |
| 5/6/2026 | Angeles Wealth Management LLC | 10,331 | $175K | 0.0% | N/A | 0.000% | |
| 5/6/2026 | Bessemer Group Inc. | 276,412 | $4.69M | 0.0% | -19.9% | 0.002% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 122,193 | $2.12M | 0.0% | +24.2% | 0.001% | |
| 5/5/2026 | Bank of New York Mellon Corp | 1,363,726 | $23.14M | 0.0% | +6.3% | 0.011% | |
| 5/5/2026 | Sanctuary Advisors LLC | 196,298 | $3.33M | 0.0% | +7.8% | 0.002% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 66,996 | $1.14M | 0.1% | -7.8% | 0.001% | |
| 5/5/2026 | First National Bank of Hutchinson | 30,303 | $514K | 0.3% | N/A | 0.000% | |
| 5/4/2026 | ABC Arbitrage SA | 85,154 | $1.45M | 0.2% | +234.7% | 0.001% | |
| 5/4/2026 | Calamos Wealth Management LLC | 77,711 | $1.32M | 0.0% | -3.9% | 0.001% | |
| 5/4/2026 | Calamos Advisors LLC | 77,711 | $1.32M | 0.0% | N/A | 0.001% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 23,727 | $403K | 0.0% | +41.5% | 0.000% | |
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| 5/4/2026 | Bleakley Financial Group LLC | 27,290 | $463K | 0.0% | +9.3% | 0.000% | |
| 5/2/2026 | Diversify Wealth Management LLC | 227,153 | $3.96M | 0.1% | +48.4% | 0.002% | |
| 5/1/2026 | Fifth Third Bancorp | 83,188 | $1.41M | 0.0% | +1.7% | 0.001% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 132,331 | $2.25M | 0.0% | +121.6% | 0.001% | |
| 5/1/2026 | DMC Group LLC | 52,473 | $890K | 0.6% | +3.3% | 0.000% | |
| 4/30/2026 | Whipplewood Advisors LLC | 1,718 | $29K | 0.0% | N/A | 0.000% | |
| 4/30/2026 | Kestra Advisory Services LLC | 21,715 | $369K | 0.0% | -55.3% | 0.000% | |
| 4/30/2026 | Sumitomo Mitsui Trust Group Inc. | 151,106 | $2.56M | 0.0% | -14.7% | 0.001% | |
| 4/30/2026 | Personal CFO Solutions LLC | 53,619 | $910K | 0.1% | +3.6% | 0.000% | |
| 4/30/2026 | Frank Rimerman Advisors LLC | 13,172 | $224K | 0.0% | +11.9% | 0.000% | |