| 5/2/2025 | Burling Wealth Partners LLC | 36,719 | $1.42M | 0.3% | +52.1% | 0.003% | |
| 5/2/2025 | Easterly Investment Partners LLC | 286,657 | $11.10M | 0.9% | +11.7% | 0.023% | |
| 5/2/2025 | Montrusco Bolton Investments Inc. | 604,407 | $23.40M | 0.3% | N/A | 0.049% | |
| 5/2/2025 | Verdence Capital Advisors LLC | 15,739 | $609K | 0.0% | -23.2% | 0.001% | |
| 5/2/2025 | Cullen Frost Bankers Inc. | 8,989 | $348K | 0.0% | +7.0% | 0.001% | |
| 5/2/2025 | Segall Bryant & Hamill LLC | 317,974 | $12.31M | 0.2% | -11.7% | 0.026% | |
| 5/2/2025 | Kornitzer Capital Management Inc. KS | 199,234 | $7.71M | 0.2% | -0.3% | 0.016% | |
| 5/2/2025 | Whittier Trust Co. of Nevada Inc. | 6,509 | $252K | 0.0% | -20.1% | 0.001% | |
| 5/2/2025 | Massachusetts Financial Services Co. MA | 21,320,772 | $825.54M | 0.3% | -8.5% | 1.729% | |
| 5/2/2025 | Sumitomo Life Insurance Co. | 35,988 | $1.39M | 0.0% | -1.6% | 0.003% | |
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| 5/2/2025 | Signaturefd LLC | 29,108 | $1.13M | 0.0% | -1.2% | 0.002% | |
| 5/2/2025 | Check Capital Management Inc. CA | 1,692,875 | $65.55M | 1.9% | -0.5% | 0.137% | |
| 5/2/2025 | Edgestream Partners L.P. | 6,801 | $263K | 0.0% | N/A | 0.001% | |
| 5/1/2025 | MQS Management LLC | 18,109 | $701K | 0.4% | N/A | 0.001% | |
| 5/1/2025 | Asset Dedication LLC | 8,983 | $348K | 0.0% | -10.2% | 0.001% | |
| 5/1/2025 | CWM LLC | 5,977 | $231K | 0.0% | -6.6% | 0.000% | |
| 5/1/2025 | Oxbow Advisors LLC | 101,672 | $3.94M | 0.4% | +3.1% | 0.008% | |
| 5/1/2025 | Schechter Investment Advisors LLC | 16,257 | $629K | 0.1% | -32.9% | 0.001% | |
| 5/1/2025 | Kathmere Capital Management LLC | 8,701 | $337K | 0.0% | -14.2% | 0.001% | |
| 4/30/2025 | Genus Capital Management Inc. | 206,871 | $8.01M | 1.2% | -209.8% | 0.017% | |
| 4/30/2025 | Cerity Partners LLC | 72,121 | $2.79M | 0.0% | +75.7% | 0.006% | |
| 4/30/2025 | Allworth Financial LP | 1,567 | $56K | 0.0% | -17.5% | 0.000% | |
| 4/30/2025 | Harvey Capital Management Inc. | 11,325 | $439K | 0.1% | -40.9% | 0.001% | |
| 4/30/2025 | Arcadia Investment Management Corp MI | 270,072 | $10.46M | 1.9% | -1.2% | 0.022% | |
| 4/30/2025 | Trek Financial LLC | 186,611 | $7.23M | 0.5% | +3.5% | 0.015% | |
| 4/30/2025 | DekaBank Deutsche Girozentrale | 700,698 | $26.71M | 0.1% | +1.3% | 0.057% | |
| 4/30/2025 | M&T Bank Corp | 11,627 | $451K | 0.0% | -13.6% | 0.001% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 5,548 | $215K | 0.0% | -10.7% | 0.000% | |
| 4/30/2025 | Brown Advisory Inc. | 3,347,712 | $129.62M | 0.2% | +8.6% | 0.271% | |
| 4/30/2025 | Pekin Hardy Strauss Inc. | 157,875 | $6.11M | 0.7% | -10.6% | 0.013% | |
| 4/30/2025 | Beverly Hills Private Wealth LLC | 68,420 | $2.65M | 0.5% | -8.3% | 0.006% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 331,846 | $12.85M | 0.2% | +1.2% | 0.027% | |
| 4/29/2025 | TD Private Client Wealth LLC | 940 | $36K | 0.0% | -94.8% | 0.000% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 609,027 | $23.58M | 0.0% | -1.6% | 0.049% | |
| 4/29/2025 | Simmons Bank | 46,439 | $1.80M | 0.1% | +5.2% | 0.004% | |
| 4/29/2025 | Bank of New York Mellon Corp | 3,492,472 | $135.23M | 0.0% | +13.3% | 0.283% | |
| 4/29/2025 | World Investment Advisors | 31,369 | $1.22M | 0.0% | +29.0% | 0.003% | |
| 4/29/2025 | Wayfinding Financial LLC | 1,104 | $42K | 0.0% | N/A | 0.000% | |
| 4/29/2025 | OneDigital Investment Advisors LLC | 24,431 | $946K | 0.0% | -9.8% | 0.002% | |
| 4/28/2025 | Principal Financial Group Inc. | 16,018,129 | $620.14M | 0.3% | +65.0% | 1.299% | |
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| 4/28/2025 | Meritage Portfolio Management | 91,696 | $3.55M | 0.2% | -2.0% | 0.007% | |
| 4/28/2025 | Miller Howard Investments Inc. NY | 115,700 | $4.48M | 0.1% | -3.3% | 0.009% | |
| 4/28/2025 | First Bank & Trust | 10,712 | $415K | 0.1% | -3.2% | 0.001% | |
| 4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 35,988 | $1.39M | 0.0% | -1.6% | 0.003% | |
| 4/28/2025 | Cidel Asset Management Inc. | 11,400 | $441K | 0.0% | -14.4% | 0.001% | |
| 4/25/2025 | Intelligence Driven Advisers LLC | 5,492 | $213K | 0.0% | N/A | 0.000% | |
| 4/25/2025 | Washington Trust Advisors Inc. | 6,561 | $254K | 0.0% | -10.9% | 0.001% | |
| 4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 35,885 | $1.39M | 0.0% | +1.8% | 0.003% | |
| 4/24/2025 | Allspring Global Investments Holdings LLC | 423,944 | $16.56M | 0.0% | -8.7% | 0.034% | |
| 4/24/2025 | Gold Investment Management Ltd. | 147,142 | $5.70M | 2.4% | +1.6% | 0.012% | |
| 4/24/2025 | Total Wealth Planning & Management Inc. | 5,184 | $201K | 0.2% | N/A | 0.000% | |
| 4/24/2025 | PDS Planning Inc | 5,489 | $213K | 0.0% | N/A | 0.000% | |
| 4/23/2025 | Goldstein Advisors LLC | 15,362 | $595K | 0.1% | N/A | 0.001% | |
| 4/23/2025 | Sabal Trust CO | 55,827 | $2.16M | 0.1% | +10.7% | 0.005% | |
| 4/23/2025 | Sequoia Financial Advisors LLC | 34,708 | $1.34M | 0.0% | -1.2% | 0.003% | |
| 4/23/2025 | Value Partners Investments Inc. | 7,134 | $277K | 0.0% | +30.5% | 0.001% | |
| 4/23/2025 | Live Oak Investment Partners | 24,180 | $936K | 0.7% | +9.0% | 0.002% | |
| 4/23/2025 | Golden State Wealth Management LLC | 2,188 | $85K | 0.0% | +100.0% | 0.000% | |
| 4/23/2025 | Bessemer Group Inc. | 95,093 | $3.69M | 0.0% | +104.6% | 0.008% | |
| 4/23/2025 | Spire Wealth Management | 9,230 | $357K | 0.0% | +5.5% | 0.001% | |
| 4/23/2025 | Steph & Co. | 9,890 | $383K | 0.1% | -5.4% | 0.001% | |
| 4/23/2025 | Archford Capital Strategies LLC | 23,887 | $925K | 0.1% | N/A | 0.002% | |
| 4/23/2025 | Oppenheimer Asset Management Inc. | 50,656 | $1.96M | 0.0% | +2.9% | 0.004% | |
| 4/22/2025 | TrueMark Investments LLC | 27,472 | $1.06M | 0.3% | N/A | 0.002% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 27,872 | $1.08M | 0.0% | -16.5% | 0.002% | |
| 4/22/2025 | Manning & Napier Advisors LLC | 99,346 | $3.85M | 0.0% | -2.4% | 0.008% | |
| 4/22/2025 | Intact Investment Management Inc. | 1,288,324 | $49.89M | 1.7% | -39.5% | 0.104% | |
| 4/22/2025 | Garde Capital Inc. | 1,713 | $66K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | True Link Financial Advisors LLC | 5,197 | $201K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Blue Trust Inc. | 7,099 | $275K | 0.0% | +9.1% | 0.001% | |
| 4/21/2025 | ORG Wealth Partners LLC | 1,120 | $44K | 0.0% | N/A | 0.000% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 61,643 | $2.39M | 0.0% | -14.0% | 0.005% | |
| 4/21/2025 | CWA Asset Management Group LLC | 24,008 | $930K | 0.0% | +15.4% | 0.002% | |
| 4/18/2025 | Clarius Group LLC | 6,080 | $235K | 0.0% | -5.5% | 0.000% | |
| 4/18/2025 | PKO Investment Management Joint Stock Co | 44,500 | $1.73M | 0.2% | +6.0% | 0.004% | |
| 4/17/2025 | Medici Capital LLC | 29,900 | $1.16M | 1.4% | N/A | 0.002% | |
| 4/17/2025 | Inscription Capital LLC | 6,684 | $247K | 0.0% | N/A | 0.001% | |
| 4/17/2025 | Louisbourg Investments Inc. | 78,405 | $3.04M | 0.8% | -49.3% | 0.006% | |
| 4/17/2025 | Sagespring Wealth Partners LLC | 6,065 | $235K | 0.0% | +5.8% | 0.000% | |
| 4/17/2025 | Sowell Financial Services LLC | 5,935 | $230K | 0.0% | N/A | 0.000% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 35,252 | $1.37M | 0.0% | -42.7% | 0.003% | |
| 4/17/2025 | Hanson & Doremus Investment Management | 789 | $31K | 0.0% | +143.5% | 0.000% | |
| 4/17/2025 | Trust Co. of Toledo NA OH | 23,491 | $910K | 0.1% | +2.2% | 0.002% | |
| 4/17/2025 | Ritholtz Wealth Management | 78,740 | $3.05M | 0.1% | -21.5% | 0.006% | |
| 4/16/2025 | Hennessy Advisors Inc. | 157,760 | $6.11M | 0.2% | -6.4% | 0.013% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 255,758 | $9.90M | 0.0% | +2.4% | 0.021% | |
| 4/16/2025 | Stock Yards Bank & Trust Co. | 89,354 | $3.46M | 0.1% | -11.1% | 0.007% | |
| 4/16/2025 | Salem Investment Counselors Inc. | 820 | $32K | 0.0% | +97.6% | 0.000% | |
| 4/16/2025 | Fortitude Family Office LLC | 2,631 | $102K | 0.0% | N/A | 0.000% | |
| 4/15/2025 | Net Worth Advisory Group | 7,209 | $279K | 0.1% | -4.2% | 0.001% | |
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| 4/15/2025 | Assenagon Asset Management S.A. | 1,631,287 | $63.16M | 0.1% | -53.0% | 0.132% | |
| 4/14/2025 | Cardinal Capital Management Inc. | 3,624,028 | $140.38M | 4.8% | -0.8% | 0.293% | |
| 4/14/2025 | Farther Finance Advisors LLC | 5,051 | $197K | 0.0% | -19.7% | 0.000% | |
| 4/14/2025 | CHICAGO TRUST Co NA | 11,833 | $458K | 0.1% | +17.5% | 0.001% | |
| 4/14/2025 | Courier Capital LLC | 17,025 | $659K | 0.0% | -2.6% | 0.001% | |
| 4/14/2025 | Park Avenue Securities LLC | 31,543 | $1.22M | 0.0% | +59.3% | 0.003% | |
| 4/11/2025 | Gateway Investment Advisers LLC | 9,505 | $368K | 0.0% | -3.3% | 0.001% | |
| 4/11/2025 | Independence Bank of Kentucky | 7,597 | $294K | 0.0% | -63.6% | 0.001% | |
| 4/10/2025 | Heritage Family Offices LLP | 17,919 | $694K | 0.4% | -11.0% | 0.001% | |
| 4/10/2025 | First Financial Corp IN | 13,234 | $512K | 0.2% | +11.0% | 0.001% | |
