| 8/1/2025 | Jennison Associates LLC | 1,841,200 | $903.02M | 0.5% | +9.1% | 0.760% | |
| 8/1/2025 | Logan Capital Management Inc. | 2,102 | $1.03M | 0.0% | -45.4% | 0.001% | |
| 8/1/2025 | SYM FINANCIAL Corp | 465 | $228K | 0.0% | N/A | 0.000% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 5,082 | $2.49M | 0.1% | N/A | 0.002% | |
| 8/1/2025 | Bessemer Group Inc. | 5,772 | $2.83M | 0.0% | -35.0% | 0.002% | |
| 8/1/2025 | Banco Santander S.A. | 581,379 | $285.31M | 2.7% | +3.6% | 0.240% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 220,142 | $107.94M | 0.0% | -21.9% | 0.091% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 2,230 | $1.09M | 0.0% | -3.0% | 0.001% | |
| 7/31/2025 | University of Texas Texas AM Investment Management Co. | 1,304 | $640K | 0.1% | N/A | 0.001% | |
| 7/31/2025 | Whipplewood Advisors LLC | 780 | $383K | 0.2% | +23.4% | 0.000% | |
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| 7/31/2025 | Brighton Jones LLC | 436 | $214K | 0.0% | N/A | 0.000% | |
| 7/31/2025 | MQS Management LLC | 575 | $282K | 0.2% | N/A | 0.000% | |
| 7/31/2025 | Linden Thomas Advisory Services LLC | 1,229 | $603K | 0.1% | +10.0% | 0.001% | |
| 7/31/2025 | 180 Wealth Advisors LLC | 909 | $446K | 0.1% | -6.9% | 0.000% | |
| 7/30/2025 | Paragon Advisors LLC | 5,753 | $2.82M | 0.7% | +14.5% | 0.002% | |
| 7/30/2025 | Insight Advisors LLC PA | 425 | $209K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Prosperity Financial Group Inc. | 2,289 | $1.12M | 0.5% | +2.1% | 0.001% | |
| 7/30/2025 | Freedom Investment Management Inc. | 1,908 | $936K | 0.1% | -3.4% | 0.001% | |
| 7/30/2025 | Forum Financial Management LP | 1,534 | $753K | 0.0% | +9.2% | 0.001% | |
| 7/30/2025 | Ethic Inc. | 1,056 | $519K | 0.0% | -4.1% | 0.000% | |
| 7/30/2025 | Rehmann Capital Advisory Group | 655 | $322K | 0.0% | -6.0% | 0.000% | |
| 7/30/2025 | Denali Advisors LLC | 748 | $367K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Cookson Peirce & Co. Inc. | 1,000 | $491K | 0.0% | -57.0% | 0.000% | |
| 7/30/2025 | D.A. Davidson & CO. | 868 | $426K | 0.0% | -28.6% | 0.000% | |
| 7/30/2025 | Legacy Wealth Asset Management LLC | 5,021 | $2.46M | 0.6% | -5.2% | 0.002% | |
| 7/30/2025 | Alapocas Investment Partners Inc. | 19,198 | $9.42M | 6.0% | -6.6% | 0.008% | |
| 7/30/2025 | Whittier Trust Co. of Nevada Inc. | 4,530 | $2.22M | 0.1% | +28.1% | 0.002% | |
| 7/30/2025 | Whittier Trust Co. | 6,504 | $3.19M | 0.0% | +5.7% | 0.003% | |
| 7/30/2025 | Klingman & Associates LLC | 558 | $274K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | Pittenger & Anderson Inc. | 390 | $191K | 0.0% | +178.6% | 0.000% | |
| 7/30/2025 | WESPAC Advisors SoCal LLC | 4,635 | $2.28M | 0.5% | -0.8% | 0.002% | |
| 7/30/2025 | DekaBank Deutsche Girozentrale | 296,770 | $145.27M | 0.3% | +0.4% | 0.122% | |
| 7/29/2025 | Stephens Inc. AR | 1,204 | $591K | 0.0% | -1.7% | 0.000% | |
| 7/29/2025 | International Assets Investment Management LLC | 3,120 | $1.53M | 0.1% | +15.1% | 0.001% | |
| 7/29/2025 | William Blair Investment Management LLC | 430,828 | $211.43M | 0.6% | -28.6% | 0.178% | |
| 7/29/2025 | Stratos Wealth Partners LTD. | 3,767 | $1.85M | 0.0% | +3.9% | 0.002% | |
| 7/29/2025 | WCM Investment Management LLC | 453,188 | $222.56M | 0.5% | -39.6% | 0.187% | |
| 7/28/2025 | Allianz Asset Management GmbH | 156,779 | $76.94M | 0.1% | +26.1% | 0.065% | |
| 7/28/2025 | Rheos Capital Works Inc. | 161,700 | $79.35M | 4.6% | +14.1% | 0.067% | |
| 7/28/2025 | Mutual Advisors LLC | 936 | $485K | 0.0% | -8.2% | 0.000% | |
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| 7/28/2025 | Generali Asset Management SPA SGR | 43,205 | $21.20M | 0.5% | +3.4% | 0.018% | |
| 7/28/2025 | Granite Group Advisors LLC | 442 | $217K | 0.1% | -43.1% | 0.000% | |
| 7/28/2025 | Harbour Investments Inc. | 466 | $229K | 0.0% | +11.8% | 0.000% | |
| 7/28/2025 | Equitable Trust Co. | 5,495 | $2.70M | 0.1% | -44.4% | 0.002% | |
| 7/28/2025 | TD Asset Management Inc | 415,850 | $203.68M | 0.2% | +1.1% | 0.172% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 657 | $322K | 0.0% | -10.4% | 0.000% | |
| 7/28/2025 | Moran Wealth Management LLC | 686 | $335K | 0.0% | +28.5% | 0.000% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 2,664 | $1.31M | 0.1% | +7.4% | 0.001% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 1,363 | $666K | 0.0% | +33.4% | 0.001% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 4,159 | $2.04M | 0.0% | -7.0% | 0.002% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 4,834 | $2.37M | 0.0% | +5.1% | 0.002% | |
| 7/25/2025 | Yousif Capital Management LLC | 3,301 | $1.62M | 0.0% | +9.8% | 0.001% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 3,768 | $1.85M | 0.0% | -16.9% | 0.002% | |
| 7/25/2025 | LRI Investments LLC | 735 | $360K | 0.0% | +9.5% | 0.000% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 10,599 | $5.21M | 0.1% | +26.5% | 0.004% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 1,448 | $711K | 0.0% | +23.5% | 0.001% | |
| 7/25/2025 | Apollon Wealth Management LLC | 505 | $248K | 0.0% | -13.1% | 0.000% | |
| 7/24/2025 | U S Global Investors Inc. | 5,485 | $2.69M | 0.3% | -15.4% | 0.002% | |
| 7/24/2025 | Inspire Investing LLC | 4,332 | $2.13M | 0.2% | +0.7% | 0.002% | |
| 7/24/2025 | PDS Planning Inc | 669 | $328K | 0.0% | +6.7% | 0.000% | |
| 7/24/2025 | Blue Trust Inc. | 324 | $159K | 0.0% | -42.8% | 0.000% | |
| 7/24/2025 | Baskin Financial Services Inc. | 110,432 | $54.19M | 4.1% | -0.3% | 0.046% | |
| 7/24/2025 | Elite Wealth Management Inc. | 1,076 | $528K | 0.2% | -57.8% | 0.000% | |
| 7/24/2025 | IFP Advisors Inc | 561 | $275K | 0.0% | -18.2% | 0.000% | |
| 7/24/2025 | Callan Family Office LLC | 4,378 | $2.15M | 0.1% | +58.5% | 0.002% | |
| 7/24/2025 | Blair William & Co. IL | 2,370 | $1.16M | 0.0% | -4.4% | 0.001% | |
| 7/23/2025 | Vontobel Holding Ltd. | 97,584 | $47.84M | 0.2% | +28.5% | 0.040% | |
| 7/23/2025 | Shariaportfolio Inc. | 3,431 | $1.68M | 0.7% | +48.1% | 0.001% | |
| 7/23/2025 | Triasima Portfolio Management inc. | 18,223 | $8.94M | 1.6% | -15.7% | 0.008% | |
| 7/23/2025 | Venturi Wealth Management LLC | 1,527 | $749K | 0.0% | -22.4% | 0.001% | |
| 7/23/2025 | Independent Solutions Wealth Management LLC | 3,871 | $1.90M | 0.4% | +3.8% | 0.002% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 785 | $385K | 0.0% | -48.5% | 0.000% | |
| 7/23/2025 | Roundview Capital LLC | 7,706 | $3.78M | 0.3% | +40.7% | 0.003% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 3,505 | $1.72M | 0.0% | -8.9% | 0.001% | |
| 7/23/2025 | Wormser Freres Gestion | 2,604 | $1.27M | 0.8% | +1.2% | 0.001% | |
| 7/22/2025 | D.B. Root & Company LLC | 733 | $359K | 0.1% | N/A | 0.000% | |
| 7/22/2025 | Chung Wu Investment Group LLC | 120 | $59K | 0.1% | N/A | 0.000% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 74,697 | $36.66M | 0.1% | +6,927.0% | 0.031% | |
| 7/22/2025 | Marks Group Wealth Management Inc | 1,732 | $850K | 0.1% | +4.1% | 0.001% | |
| 7/22/2025 | Highland Capital Management LLC | 4,950 | $2.43M | 0.1% | -2.0% | 0.002% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 713 | $350K | 0.0% | -4.7% | 0.000% | |
| 7/22/2025 | Clarius Group LLC | 447 | $219K | 0.0% | N/A | 0.000% | |
| 7/22/2025 | Checchi Capital Advisers LLC | 1,039 | $510K | 0.0% | -3.2% | 0.000% | |
| 7/22/2025 | LGT Fund Management Co Ltd. | 4,675 | $2.29M | 0.2% | +177.4% | 0.002% | |
| 7/21/2025 | Segment Wealth Management LLC | 5,723 | $2.81M | 0.2% | +3.6% | 0.002% | |
| 7/21/2025 | Ascent Group LLC | 578 | $284K | 0.0% | +6.1% | 0.000% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 136 | $67K | 0.0% | N/A | 0.000% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 6,120 | $3.00M | 0.0% | +44.0% | 0.003% | |
| 7/21/2025 | J. Safra Sarasin Holding AG | 17,398 | $8.55M | 0.1% | +1.7% | 0.007% | |
| 7/21/2025 | ASR Vermogensbeheer N.V. | 39,670 | $19.38M | 0.3% | -0.3% | 0.016% | |
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| 7/18/2025 | EWA LLC | 595 | $292K | 0.1% | +5.5% | 0.000% | |
| 7/18/2025 | SOA Wealth Advisors LLC. | 9,697 | $4.76M | 0.5% | -0.8% | 0.004% | |
| 7/18/2025 | PFG Investments LLC | 3,520 | $1.73M | 0.1% | -21.6% | 0.001% | |
| 7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 8,565 | $4.20M | 0.3% | +6.2% | 0.004% | |
| 7/18/2025 | Truist Financial Corp | 6,688 | $3.28M | 0.0% | -23.0% | 0.003% | |
| 7/17/2025 | Park Place Capital Corp | 371 | $182K | 0.0% | -8.4% | 0.000% | |
| 7/17/2025 | Bennett Selby Investments LP | 2,312 | $1.14M | 0.4% | +20.6% | 0.001% | |
| 7/17/2025 | HB Wealth Management LLC | 692 | $340K | 0.0% | -26.0% | 0.000% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 73,768 | $36.20M | 0.1% | -8.0% | 0.030% | |
| 7/17/2025 | GC Wealth Management RIA LLC | 621 | $305K | 0.0% | -10.8% | 0.000% | |
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