| 7/2/2026 | CX Institutional | 35,940 | $1.93M | 0.1% | +2.1% | 0.049% | |
| 6/25/2026 | Hamilton Wealth LLC | 9,032 | $449K | 0.1% | -2.9% | 0.013% | |
| 6/16/2026 | Empowered Funds LLC | 124,826 | $6.20M | 0.0% | N/A | 0.175% | |
| 6/9/2026 | Rathbones Group PLC | 35,868 | $1.78M | 0.0% | +74.3% | 0.050% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 5,130 | $255K | 0.0% | N/A | 0.007% | |
| 6/3/2026 | NewEdge Advisors LLC | 9,051 | $450K | 0.0% | +14.6% | 0.013% | |
| 5/20/2026 | Norris Financial Group LLC | 5,702 | $283K | 0.1% | N/A | 0.008% | |
| 5/19/2026 | Western Wealth Management LLC | 1,461 | $73K | 0.0% | N/A | 0.002% | |
| 5/19/2026 | Bank of America Corp DE | 7,100,731 | $352.84M | 0.0% | +19.6% | 9.931% | |
| 5/19/2026 | Hamilton Wealth LLC | 18,064 | $898K | 0.1% | +94.2% | 0.025% | |
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| 5/19/2026 | Arkadios Wealth Advisors | 11,195 | $556K | 0.0% | +8.8% | 0.016% | |
| 5/18/2026 | Royal Bank of Canada | 694,797 | $34.53M | 0.0% | +4.7% | 0.972% | |
| 5/18/2026 | Empowered Funds LLC | 124,826 | $6.20M | 0.0% | N/A | 0.175% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 8,044 | $400K | 0.2% | -2.6% | 0.011% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 25,294 | $1.26M | 0.0% | +119.7% | 0.035% | |
| 5/15/2026 | Waverly Advisors LLC | 73,741 | $3.66M | 0.0% | -1.0% | 0.103% | |
| 5/15/2026 | Wealth Alliance LLC | 10,459 | $520K | 0.1% | +32.9% | 0.015% | |
| 5/14/2026 | Lido Advisors LLC | 19,002 | $944K | 0.0% | -14.4% | 0.027% | |
| 5/13/2026 | Cetera Investment Advisers | 605,458 | $30.09M | 0.0% | +0.2% | 0.847% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,638 | $181K | 0.0% | -48.0% | 0.005% | |
| 5/8/2026 | Summit Global Investments | 58,169 | $2.89M | 0.2% | -14.0% | 0.081% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 2,822 | $140K | 0.0% | N/A | 0.004% | |
| 5/7/2026 | Meeder Advisory Services Inc. | 4,569 | $227K | 0.0% | -42.2% | 0.006% | |
| 5/6/2026 | Assetmark Inc. | 379,386 | $18.85M | 0.0% | -0.8% | 0.531% | |
| 5/5/2026 | Quartz Partners LLC | 5,754 | $286K | 0.1% | +7.8% | 0.008% | |
| 5/5/2026 | Wealthfront Advisers LLC | 30,133 | $1.50M | 0.0% | +5.8% | 0.042% | |
| 5/5/2026 | D.A. Davidson & CO. | 185,817 | $9.23M | 0.1% | +28.1% | 0.260% | |
| 5/5/2026 | Sharpepoint LLC | 25,090 | $1.25M | 0.7% | -1.4% | 0.035% | |
| 5/5/2026 | Bank of New York Mellon Corp | 22,865 | $1.14M | 0.0% | -84.2% | 0.032% | |
| 5/5/2026 | Good Harbor Advisors Inc. | 60,787 | $3.02M | 3.3% | +38.6% | 0.085% | |
| 5/5/2026 | Collaborative Wealth Managment Inc. | 35,139 | $1.75M | 0.8% | +38.1% | 0.049% | |
| 5/5/2026 | NFSG Corp | 15,255 | $758K | 0.1% | -4.5% | 0.021% | |
| 5/5/2026 | Sanctuary Advisors LLC | 52,693 | $2.62M | 0.0% | -11.4% | 0.074% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 125,189 | $6.22M | 0.1% | +0.4% | 0.175% | |
| 5/4/2026 | Bleakley Financial Group LLC | 11,606 | $577K | 0.0% | +7.5% | 0.016% | |
| 5/4/2026 | Procyon Advisors LLC | 8,703 | $432K | 0.0% | +9.2% | 0.012% | |
| 5/2/2026 | Valmark Advisers Inc. | 249,416 | $12.39M | 0.1% | +3.4% | 0.349% | |
| 5/1/2026 | Fifth Third Bancorp | 89,765 | $4.46M | 0.0% | N/A | 0.126% | |
| 4/30/2026 | Beacon Financial Group | 27,935 | $1.39M | 0.1% | -2.1% | 0.039% | |
| 4/30/2026 | Kestra Advisory Services LLC | 445,572 | $22.14M | 0.1% | +39.2% | 0.623% | |
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| 4/30/2026 | Your Advocates Ltd. LLP | 4,507 | $224K | 0.1% | -7.9% | 0.006% | |
| 4/30/2026 | Quantum Portfolio Management LLC | 31,074 | $1.54M | 0.0% | +33.2% | 0.043% | |
| 4/29/2026 | Arbor Trust Wealth Advisors LLC | 128,648 | $6.39M | 2.8% | -15.4% | 0.180% | |
| 4/28/2026 | Stephens Inc. AR | 4,181 | $208K | 0.0% | -6.7% | 0.006% | |
| 4/28/2026 | Berger Financial Group Inc | 11,559 | $574K | 0.0% | +1.9% | 0.016% | |
| 4/28/2026 | Koshinski Asset Management Inc. | 74,698 | $3.71M | 0.2% | +8.1% | 0.104% | |
| 4/28/2026 | Meramec Financial Planners LLC | 106,014 | $5.55M | 2.3% | -10.9% | 0.148% | |
| 4/27/2026 | Apeiron RIA LLC | 55,650 | $2.77M | 0.6% | -7.6% | 0.078% | |
| 4/27/2026 | Moran Wealth Management LLC | 62,890 | $3.13M | 0.1% | +52.2% | 0.088% | |
| 4/27/2026 | World Investment Advisors | 10,723 | $533K | 0.0% | -15.0% | 0.015% | |
| 4/27/2026 | Private Advisor Group LLC | 17,420 | $866K | 0.0% | +6.8% | 0.024% | |
| 4/25/2026 | Axis Wealth Partners LLC | 58,025 | $2.88M | 1.5% | +2.4% | 0.081% | |
| 4/25/2026 | Able Wealth Management LLC | 16,596 | $825K | 0.2% | -27.6% | 0.023% | |
| 4/23/2026 | Apollon Wealth Management LLC | 7,625 | $379K | 0.0% | -7.2% | 0.011% | |
| 4/23/2026 | Pasadena Private Wealth LLC | 17,970 | $893K | 0.1% | +37.6% | 0.025% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 134,898 | $6.70M | 0.0% | +74.0% | 0.189% | |
| 4/22/2026 | Cornerstone Wealth Group LLC | 122,252 | $6.37M | 0.4% | -28.6% | 0.171% | |
| 4/21/2026 | Maseco LLP | 1,787 | $89K | 0.0% | +13.2% | 0.002% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 18,581 | $923K | 0.0% | +10.6% | 0.026% | |
| 4/20/2026 | Brandywine Oak Private Wealth LLC | 15,883 | $789K | 0.1% | -6.1% | 0.022% | |
| 4/17/2026 | First City Capital Management Inc. | 33,739 | $1.68M | 0.9% | +2.3% | 0.047% | |
| 4/17/2026 | Summit Wealth Partners LLC | 13,100 | $651K | 0.1% | -13.5% | 0.018% | |
| 4/17/2026 | Stonebridge Wealth Management LLC | 95,610 | $4.75M | 4.6% | -2.9% | 0.134% | |
| 4/17/2026 | Capital Advisors Ltd. LLC | 1,740 | $86K | 0.0% | N/A | 0.002% | |
| 4/16/2026 | Evolve Private Wealth LLC | 38,669 | $1.92M | 0.1% | +1.3% | 0.054% | |
| 4/16/2026 | Montecito Bank & Trust | 11,411 | $567K | 0.1% | -2.8% | 0.016% | |
| 4/15/2026 | Aspen Investment Management Inc | 7,370 | $366K | 0.1% | -8.9% | 0.010% | |
| 3/20/2026 | Purpose Unlimited Inc. | 4,398 | $204K | 0.0% | N/A | 0.006% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 261,684 | $12.22M | 0.0% | +12.0% | 0.372% | |
| 3/13/2026 | Fund Advisors of America Inc FL | 4,624 | $216K | 0.2% | N/A | 0.007% | |
| 3/13/2026 | World Investment Advisors | 12,612 | $589K | 0.0% | +6.8% | 0.018% | |
| 3/9/2026 | Corient Private Wealth LLC | 60,750 | $2.84M | 0.0% | +69.6% | 0.086% | |
| 2/25/2026 | MidFirst Bank | 2,101 | $98K | 0.0% | N/A | 0.003% | |
| 2/24/2026 | Barnes Wealth Management Group Inc | 13,755 | $642K | 0.3% | -2.4% | 0.020% | |
| 2/24/2026 | SG Trading Solutions LLC | 54,618 | $2.55M | 0.6% | N/A | 0.078% | |
| 2/19/2026 | Hamilton Wealth LLC | 9,301 | $434K | 0.1% | +6.3% | 0.013% | |
| 2/19/2026 | Corient Private Wealth LLC | 60,749 | $2.84M | 0.0% | +69.6% | 0.086% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 750,901 | $35.08M | 0.1% | +13.7% | 1.068% | |
| 2/18/2026 | Summit Global Investments | 67,640 | $3.16M | 0.2% | +8.5% | 0.096% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 97,968 | $4.58M | 0.0% | +6.7% | 0.139% | |
| 2/18/2026 | NewEdge Advisors LLC | 7,900 | $369K | 0.0% | +20.7% | 0.011% | |
| 2/18/2026 | VestGen Advisors LLC | 15,156 | $708K | 0.0% | N/A | 0.022% | |
| 2/18/2026 | OLD Mission Capital LLC | 290,126 | $13.55M | 0.3% | N/A | 0.413% | |
| 2/18/2026 | Opus Financial Solutions LLC | 7,265 | $339K | 0.3% | N/A | 0.010% | |
| 2/18/2026 | Evolve Private Wealth LLC | 38,162 | $1.79M | 0.1% | N/A | 0.054% | |
| 2/18/2026 | Argyle Capital Partners LLC | 5,592 | $261K | 0.2% | -20.8% | 0.008% | |
| 2/18/2026 | Asset One Wealth Management LLC | 28,144 | $1.40M | 0.2% | N/A | 0.040% | |
| 2/17/2026 | AQR Capital Management LLC | 4,761 | $222K | 0.0% | -22.4% | 0.007% | |
| 2/17/2026 | Lazard Asset Management LLC | 1,945 | $91K | 0.0% | +185.2% | 0.003% | |
| 2/17/2026 | Cetera Investment Advisers | 604,457 | $28.23M | 0.0% | -9.4% | 0.860% | |
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| 2/17/2026 | Equitable Holdings Inc. | 119,084 | $5.56M | 0.0% | +16.1% | 0.169% | |
| 2/17/2026 | Regal Investment Advisors LLC | 78,205 | $3.65M | 0.2% | -5.0% | 0.111% | |
| 2/17/2026 | Osaic Holdings Inc. | 88,009 | $4.11M | 0.0% | -35.6% | 0.125% | |
| 2/17/2026 | Captrust Financial Advisors | 70,944 | $3.31M | 0.0% | -5.5% | 0.101% | |
| 2/17/2026 | &PARTNERS | 180,718 | $8.45M | 0.0% | +3.6% | 0.257% | |
| 2/17/2026 | Royal Bank of Canada | 663,449 | $30.99M | 0.0% | +6.3% | 0.944% | |
| 2/17/2026 | Islay Capital Management LLC | 25,059 | $1.17M | 0.7% | -10.9% | 0.036% | |
| 2/16/2026 | MML Investors Services LLC | 88,153 | $4.12M | 0.0% | +4.4% | 0.125% | |
| 2/16/2026 | Mariner LLC | 375,943 | $17.56M | 0.0% | +1.4% | 0.535% | |
| 2/16/2026 | Element Wealth LLC | 23,350 | $1.09M | 0.4% | +8.3% | 0.033% | |