| 10/2/2026 | GoalVest Advisory LLC | 17,859 | $1.09M | 0.1% | +4.0% | 0.001% | |
| 10/2/2026 | Versant Capital Management Inc | 12,700 | $771K | 0.1% | +24.6% | 0.001% | |
| 10/1/2026 | Parrish Capital LLC | 19,522 | $1.19M | 0.9% | +9.2% | 0.001% | |
| 10/1/2026 | Confluence Investment Management LLC | 4,631 | $281K | 0.0% | -72.5% | 0.000% | |
| 9/23/2026 | QRG Capital Management Inc. | 154,017 | $9.26M | 0.1% | +5.1% | 0.007% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 38,745 | $2.33M | 0.0% | -5.0% | 0.002% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 4,223,732 | $253.93M | 0.0% | -6.5% | 0.196% | |
| 9/15/2026 | Anchor Investment Management LLC | 29,375 | $1.77M | 0.1% | -14.7% | 0.001% | |
| 9/15/2026 | Reynders McVeigh Capital Management LLC | 413,512 | $24.86M | 1.0% | +36.0% | 0.019% | |
| 9/9/2026 | Keystone Financial Planning Inc. | 160,522 | $9.65M | 2.5% | +5.0% | 0.007% | |
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| 9/9/2026 | The Manufacturers Life Insurance Company | 172,056 | $10.34M | 0.0% | N/A | 0.008% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 34,743 | $2.09M | 0.0% | -21.4% | 0.002% | |
| 9/9/2026 | Tidal Investments LLC | 20,441 | $1.23M | 0.0% | +26.4% | 0.001% | |
| 9/9/2026 | Whetstone Capital Advisors LLC | 4,444 | $267K | 0.1% | +14.2% | 0.000% | |
| 9/9/2026 | Engineers Gate Manager LP | 16,110 | $969K | 0.0% | N/A | 0.001% | |
| 9/9/2026 | Capital Analysts LLC | 3,748 | $225K | 0.0% | +5.3% | 0.000% | |
| 9/9/2026 | NorthRock Partners LLC | 11,621 | $699K | 0.0% | +25.0% | 0.001% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 13,127 | $789K | 0.0% | -18.8% | 0.001% | |
| 9/9/2026 | IFP Advisors Inc | 66,896 | $4.02M | 0.1% | +9.8% | 0.003% | |
| 9/9/2026 | Baird Financial Group Inc. | 37,826 | $2.27M | 0.0% | +4.4% | 0.002% | |
| 9/8/2026 | Allworth Financial LP | 134,968 | $8.11M | 0.0% | -7.2% | 0.006% | |
| 9/8/2026 | West Family Investments Inc. | 7,457 | $448K | 0.1% | -11.2% | 0.000% | |
| 9/8/2026 | Waverly Advisors LLC | 121,688 | $7.32M | 0.0% | -0.7% | 0.006% | |
| 9/3/2026 | Anchor Capital Advisors LLC | 47,704 | $2.87M | 0.0% | -3.7% | 0.002% | |
| 9/1/2026 | Parrish Capital LLC | 17,871 | $1.07M | 0.9% | -10.2% | 0.001% | |
| 8/27/2026 | Corient Private Wealth LP | 533,030 | $32.05M | 0.0% | +21.2% | 0.025% | |
| 8/26/2026 | Brown Financial Advisors | 4,306 | $259K | 0.1% | +6.7% | 0.000% | |
| 8/26/2026 | HighTower Advisors LLC | 410,103 | $24.66M | 0.0% | -5.9% | 0.019% | |
| 8/25/2026 | Advus Financial Partners LLC | 4,232 | $254K | 0.1% | -5.1% | 0.000% | |
| 8/24/2026 | First Eagle Investment Management LLC | 842,507 | $50.65M | 0.1% | +4.5% | 0.039% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 4,117 | $247K | 0.0% | N/A | 0.000% | |
| 8/23/2026 | Wedmont Private Capital | 3,757 | $232K | 0.0% | -9.2% | 0.000% | |
| 8/23/2026 | Kintra Wealth LLC | 7,568 | $474K | 0.0% | N/A | 0.000% | |
| 8/23/2026 | Guardian Wealth Management Inc. | 30,172 | $1.81M | 0.9% | +6.5% | 0.001% | |
| 8/23/2026 | HB Wealth Management LLC | 40,771 | $2.45M | 0.0% | -17.3% | 0.002% | |
| 8/23/2026 | Angeles Wealth Management LLC | 3,696 | $222K | 0.0% | -12.1% | 0.000% | |
| 8/22/2026 | Munich Reinsurance Co Stock Corp in Munich | 1,531,084 | $92.05M | 2.1% | -1.5% | 0.071% | |
| 8/22/2026 | Syon Capital LLC | 13,024 | $783K | 0.0% | -9.3% | 0.001% | |
| 8/22/2026 | TD Waterhouse Canada Inc. | 288,725 | $17.59M | 0.0% | +33.7% | 0.013% | |
| 8/22/2026 | United Community Bank | 4,942 | $297K | 0.1% | +22.4% | 0.000% | |
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| 8/22/2026 | Concurrent Investment Advisors LLC | 64,207 | $3.86M | 0.0% | +5.2% | 0.003% | |
| 8/21/2026 | Paragon Private Wealth Management LLC | 3,869 | $233K | 0.1% | -23.4% | 0.000% | |
| 8/21/2026 | Continuum Advisory LLC | 2,082 | $125K | 0.0% | N/A | 0.000% | |
| 8/21/2026 | InTrack Investment Management Inc | 3,969 | $239K | 0.1% | N/A | 0.000% | |
| 8/21/2026 | Tranquilli Financial Advisor LLC | 9,172 | $551K | 0.3% | +3.8% | 0.000% | |
| 8/21/2026 | Live Oak Private Wealth LLC | 3,373 | $203K | 0.0% | -5.2% | 0.000% | |
| 8/21/2026 | Atticus Wealth Management LLC | 4,136 | $249K | 0.1% | -13.6% | 0.000% | |
| 8/21/2026 | SkyOak Wealth LLC | 33,380 | $2.01M | 0.3% | -4.7% | 0.002% | |
| 8/21/2026 | XML Financial LLC | 70,415 | $4.23M | 0.3% | -15.8% | 0.003% | |
| 8/21/2026 | Independence Bank of Kentucky | 7,850 | $472K | 0.1% | -2.2% | 0.000% | |
| 8/21/2026 | Bedel Financial Consulting Inc. | 5,298 | $319K | 0.0% | -8.1% | 0.000% | |
| 8/20/2026 | Nwam LLC | 20,558 | $1.24M | 0.1% | +72.1% | 0.001% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 4,686 | $282K | 0.0% | -40.4% | 0.000% | |
| 8/20/2026 | CMH Wealth Management LLC | 12,103 | $728K | 0.1% | -28.3% | 0.001% | |
| 8/20/2026 | QV Investors Inc. | 206,353 | $12.41M | 1.0% | -2.6% | 0.010% | |
| 8/20/2026 | Headlands Technologies LLC | 20,770 | $1.25M | 0.1% | +126.6% | 0.001% | |
| 8/20/2026 | Ancora Advisors LLC | 26,358 | $1.59M | 0.0% | -7.4% | 0.001% | |
| 8/20/2026 | Sigma Planning Corp | 14,237 | $856K | 0.0% | +17.8% | 0.001% | |
| 8/20/2026 | Two Sigma Securities LLC | 14,546 | $875K | 0.1% | N/A | 0.001% | |
| 8/20/2026 | Benjamin Edwards Inc. | 92,064 | $5.53M | 0.1% | +11.2% | 0.004% | |
| 8/20/2026 | GTS Securities LLC | 4,781 | $287K | 0.0% | N/A | 0.000% | |
| 8/20/2026 | Flputnam Investment Management Co. | 8,929 | $537K | 0.0% | -5.7% | 0.000% | |
| 8/20/2026 | Northwestern Mutual Wealth Management Co. | 51,887 | $3.12M | 0.0% | +4.5% | 0.002% | |
| 8/20/2026 | Wedbush Securities Inc. | 5,412 | $325K | 0.0% | -27.2% | 0.000% | |
| 8/20/2026 | Hennessy Advisors Inc. | 91,044 | $5.47M | 0.2% | -1.8% | 0.004% | |
| 8/20/2026 | Spinnaker Trust | 8,106 | $487K | 0.0% | +2.6% | 0.000% | |
| 8/20/2026 | Greenleaf Trust | 10,923 | $657K | 0.0% | -17.4% | 0.001% | |
| 8/19/2026 | Capital Advisors Inc. OK | 629,025 | $37.82M | 0.6% | -1.0% | 0.029% | |
| 8/19/2026 | Northstar Asset Management Inc. | 69,659 | $4.19M | 1.2% | -27.0% | 0.003% | |
| 8/19/2026 | Wellington Management Group LLP | 35,063,391 | $2.11B | 0.4% | -12.2% | 1.627% | |
| 8/19/2026 | Kingsview Wealth Management LLC | 8,668 | $521K | 0.0% | -13.2% | 0.000% | |
| 8/18/2026 | Beacon Pointe Advisors LLC | 50,618 | $3.04M | 0.0% | -50.1% | 0.002% | |
| 8/18/2026 | Empowered Funds LLC | 104,549 | $6.29M | 0.0% | -2.1% | 0.005% | |
| 8/18/2026 | United Capital Financial Advisors LLC | 616,409 | $37.06M | 0.2% | -0.2% | 0.029% | |
| 8/18/2026 | Dearborn Partners LLC | 7,086 | $404K | 0.0% | N/A | 0.000% | |
| 8/18/2026 | Old North State Trust LLC | 8,549 | $514K | 0.3% | -8.7% | 0.000% | |
| 8/18/2026 | Equitable Holdings Inc. | 5,810 | $349K | 0.0% | -42.9% | 0.000% | |
| 8/18/2026 | Centaurus Financial Inc. | 5,826 | $350K | 0.0% | -8.4% | 0.000% | |
| 8/17/2026 | Pure Financial Advisors LLC | 5,454 | $328K | 0.0% | -28.8% | 0.000% | |
| 8/17/2026 | Transamerica Financial Advisors LLC | 8,215 | $494K | 0.0% | +6.2% | 0.000% | |
| 8/17/2026 | Corient Private Wealth LP | 540,569 | $32.50M | 0.0% | +22.9% | 0.025% | |
| 8/17/2026 | Perennial Investment Advisors LLC | 3,448 | $207K | 0.0% | -16.0% | 0.000% | |
| 8/17/2026 | Ausdal Financial Partners Inc. | 17,061 | $1.03M | 0.0% | +8.9% | 0.001% | |
| 8/17/2026 | Bank of America Corp DE | 5,331,851 | $320.55M | 0.0% | -20.0% | 0.247% | |
| 8/15/2026 | First Bancorp Inc ME | 973 | $58K | 0.0% | N/A | 0.000% | |
| 8/14/2026 | Dearborn Partners LLC | 7,086 | $404K | 0.0% | N/A | 0.000% | |
| 8/8/2026 | First National Bank of Omaha | 4,636 | $284K | 0.0% | -37.4% | 0.000% | |
| 8/8/2026 | Equity Investment Corp | 1,996,952 | $120.06M | 2.3% | +2.4% | 0.093% | |
| 8/8/2026 | M. Kulyk & Associates LLC | 191,866 | $11.54M | 1.9% | -1.1% | 0.009% | |
| 8/7/2026 | Texas Capital Bank Wealth Management Services Inc | 7,087 | $426K | 0.0% | -4.9% | 0.000% | |
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| 8/7/2026 | Pavion Blue Capital LLC | 39,095 | $2.35M | 1.0% | -1.4% | 0.002% | |
| 8/7/2026 | Grandfield & Dodd LLC | 333,475 | $20.05M | 1.1% | -2.0% | 0.015% | |
| 8/7/2026 | Auxano Advisors LLC | 37,340 | $2.25M | 0.4% | +17.6% | 0.002% | |
| 8/7/2026 | Focused Alpha LLC | 5,432 | $327K | 0.1% | +12.8% | 0.000% | |
| 8/7/2026 | BlackRock Inc. | 2,293,405 | $137.88M | 0.0% | -1.2% | 0.106% | |
| 8/7/2026 | Dunhill Financial LLC | 1,385 | $83K | 0.0% | +4,228.1% | 0.000% | |
| 8/7/2026 | Pallas Capital Advisors LLC | 4,805 | $289K | 0.0% | N/A | 0.000% | |
| 8/7/2026 | Deutsche Bank AG | 31,727 | $1.91M | 0.0% | -7.7% | 0.001% | |
| 8/7/2026 | Perigon Wealth Management LLC | 8,309 | $500K | 0.0% | -17.6% | 0.000% | |
| 8/7/2026 | Trust Co. of Vermont | 26,809 | $1.61M | 0.1% | N/A | 0.001% | |