| 7/6/2026 | Boltwood Capital Management | 4,150 | $292K | 0.1% | N/A | 0.053% | |
| 6/3/2026 | Parallel Advisors LLC | 5,245 | $302K | 0.0% | +15.0% | 0.070% | |
| 5/19/2026 | Bank of America Corp DE | 27,194 | $1.56M | 0.0% | -62.3% | 0.363% | |
| 5/18/2026 | Royal Bank of Canada | 55,971 | $3.22M | 0.0% | +74.1% | 0.746% | |
| 5/14/2026 | Lido Advisors LLC | 163,571 | $9.41M | 0.0% | +157.0% | 2.181% | |
| 5/7/2026 | Meeder Asset Management Inc. | 8,358 | $481K | 0.0% | N/A | 0.111% | |
| 5/7/2026 | Parallel Advisors LLC | 5,245 | $302K | 0.0% | +15.0% | 0.070% | |
| 5/4/2026 | Innealta Capital LLC | 18,392 | $1.06M | 0.7% | -1.6% | 0.245% | |
| 4/30/2026 | Hsbc Holdings PLC | 10,588 | $609K | 0.0% | -8.6% | 0.141% | |
| 4/30/2026 | Vertex Investment Solutions Co. Ltd. | 7,300 | $404K | 0.5% | -60.3% | 0.097% | |
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| 4/27/2026 | Osborne Partners Capital Management LLC | 393,525 | $22.63M | 1.2% | +0.1% | 5.247% | |
| 4/27/2026 | Marotta Asset Management | 167,491 | $9.81M | 1.8% | -4.0% | 2.233% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 5,306 | $305K | 0.1% | N/A | 0.074% | |
| 3/20/2026 | Hsbc Holdings PLC | 11,578 | $660K | 0.0% | +30.6% | 0.201% | |
| 2/17/2026 | Royal Bank of Canada | 32,143 | $1.83M | 0.0% | +2,545.5% | 0.559% | |
| 2/16/2026 | Arax Advisory Partners | 3,901 | $222K | 0.0% | N/A | 0.068% | |
| 2/13/2026 | The Manufacturers Life Insurance Company | 931,889 | $53.15M | 0.0% | +22.7% | 16.207% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 24,777 | $1.41M | 0.0% | +461.3% | 0.431% | |
| 2/13/2026 | Vontobel Holding Ltd. | 6,736 | $384K | 0.0% | -21.9% | 0.117% | |
| 2/12/2026 | AlphaCentric Advisors LLC | 2,248 | $128K | 0.1% | N/A | 0.039% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 580 | $33K | 0.0% | N/A | 0.010% | |
| 2/11/2026 | LPL Financial LLC | 75,154 | $4.29M | 0.0% | -4.4% | 1.307% | |
| 2/11/2026 | Parallel Advisors LLC | 4,560 | $260K | 0.0% | N/A | 0.079% | |
| 2/10/2026 | Lido Advisors LLC | 63,646 | $3.69M | 0.0% | +2.2% | 1.107% | |
| 2/6/2026 | HighTower Advisors LLC | 67,806 | $3.87M | 0.0% | +3.0% | 1.179% | |
| 2/5/2026 | Vertex Investment Solutions Co. Ltd. | 18,400 | $1.05M | 1.0% | N/A | 0.320% | |
| 2/5/2026 | Idaho Trust Co | 23,731 | $1.35M | 0.4% | +90.2% | 0.413% | |
| 2/4/2026 | Trek Financial LLC | 12,359 | $705K | 0.0% | N/A | 0.217% | |
| 1/30/2026 | Innealta Capital LLC | 18,700 | $1.07M | 0.6% | -12.2% | 0.370% | |
| 1/27/2026 | Osborne Partners Capital Management LLC | 393,201 | $22.42M | 1.2% | -2.7% | 7.864% | |
| 1/23/2026 | Lunt Capital Management Inc. | 3,834 | $219K | 0.1% | +4.5% | 0.077% | |
| 1/7/2026 | Marotta Asset Management | 174,466 | $9.95M | 1.8% | -5.2% | 2.957% | |
| 11/17/2025 | Lido Advisors LLC | 62,249 | $3.61M | 0.0% | +219.4% | 1.073% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 4,414 | $256K | 0.0% | +19.2% | 0.076% | |
| 11/17/2025 | Bank of America Corp DE | 76,388 | $4.43M | 0.0% | +864.0% | 1.317% | |
| 11/17/2025 | Ameriprise Financial Inc. | 113,142 | $6.56M | 0.0% | -1.5% | 1.951% | |
| 11/14/2025 | Dai ichi Life Holdings Inc. | 19,500 | $1.13M | 1.1% | -3.5% | 0.336% | |
| 11/13/2025 | UBS Group AG | 35,201 | $2.04M | 0.0% | +14.1% | 0.607% | |
| 11/12/2025 | Lunt Capital Management Inc. | 3,669 | $213K | 0.1% | N/A | 0.063% | |
| 11/12/2025 | Cresset Asset Management LLC | 4,644 | $269K | 0.0% | -39.2% | 0.080% | |
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| 11/10/2025 | Mount Lucas Management LP | 15,426 | $895K | 0.4% | +4.5% | 0.266% | |
| 11/7/2025 | Avestar Capital LLC | 4,408 | $256K | 0.0% | N/A | 0.076% | |
| 11/7/2025 | HighTower Advisors LLC | 65,817 | $3.82M | 0.0% | +7.2% | 1.135% | |
| 11/6/2025 | Lyell Wealth Management LP | 3,990 | $231K | 0.0% | -5.9% | 0.069% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 17,991 | $1.04M | 0.0% | -23.9% | 0.310% | |
| 11/3/2025 | Mirae Asset Global Investments Co. Ltd. | 5,700 | $331K | 0.0% | +67.6% | 0.098% | |
| 11/3/2025 | Innealta Capital LLC | 21,287 | $1.24M | 0.6% | -9.9% | 0.367% | |
| 10/30/2025 | Osborne Partners Capital Management LLC | 404,093 | $23.44M | 1.2% | +0.8% | 6.967% | |
| 10/23/2025 | CX Institutional | 855 | $50K | 0.0% | -62.7% | 0.015% | |
| 10/21/2025 | Global Retirement Partners LLC | 1,205 | $70K | 0.0% | +54.7% | 0.022% | |
| 10/20/2025 | Cobblestone Asset Management LLC | 11,568 | $671K | 0.3% | +4.3% | 0.207% | |
| 10/16/2025 | Marotta Asset Management | 184,002 | $10.83M | 2.0% | +3.1% | 3.286% | |
| 8/15/2025 | MML Investors Services LLC | 21,218 | $1.16M | 0.0% | -3.3% | 0.437% | |
| 8/15/2025 | Bank of America Corp DE | 7,924 | $432K | 0.0% | -80.7% | 0.163% | |
| 8/14/2025 | Jane Street Group LLC | 28,104 | $1.53M | 0.0% | -67.9% | 0.579% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,616 | $143K | 0.0% | N/A | 0.054% | |
| 8/14/2025 | The Manufacturers Life Insurance Company | 10,554 | $575K | 0.0% | N/A | 0.218% | |
| 8/13/2025 | Idaho Trust Co | 12,610 | $687K | 0.2% | +48.3% | 0.260% | |
| 8/13/2025 | Flow Traders U.S. LLC | 83,311 | $4.54M | 0.2% | N/A | 1.718% | |
| 8/13/2025 | Cresset Asset Management LLC | 7,644 | $417K | 0.0% | +20.9% | 0.158% | |
| 8/13/2025 | Lido Advisors LLC | 19,488 | $1.06M | 0.0% | N/A | 0.402% | |
| 8/13/2025 | Hsbc Holdings PLC | 6,675 | $364K | 0.0% | -7.7% | 0.138% | |
| 8/13/2025 | Elevation Point Wealth Partners LLC | 2,740 | $149K | 0.0% | N/A | 0.056% | |
| 8/11/2025 | Mount Lucas Management LP | 14,756 | $804K | 0.3% | +522.6% | 0.304% | |
| 8/8/2025 | Cetera Investment Advisers | 14,245 | $776K | 0.0% | -9.5% | 0.294% | |
| 8/6/2025 | Innealta Capital LLC | 23,620 | $1.29M | 0.7% | -11.4% | 0.487% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 6,600 | $360K | 0.0% | -44.5% | 0.136% | |
| 7/29/2025 | Lyell Wealth Management LP | 4,240 | $231K | 0.0% | N/A | 0.087% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 3,400 | $185K | 0.0% | N/A | 0.070% | |
| 7/16/2025 | Signaturefd LLC | 3,215 | $175K | 0.0% | N/A | 0.066% | |
| 7/16/2025 | CX Institutional | 2,292 | $125K | 0.0% | -13.5% | 0.047% | |
| 7/14/2025 | Cobblestone Asset Management LLC | 11,087 | $604K | 0.3% | N/A | 0.229% | |
| 7/11/2025 | CX Institutional | 2,292 | $125K | 0.0% | -13.5% | 0.047% | |
| 7/2/2025 | Marotta Asset Management | 178,406 | $9.72M | 1.9% | +7.7% | 3.604% | |
| 5/29/2025 | Rhumbline Advisers | 4,478 | $209K | 0.0% | +139.7% | 0.089% | |
| 5/19/2025 | Jane Street Group LLC | 87,538 | $4.09M | 0.0% | -66.6% | 1.733% | |
| 5/15/2025 | Royal Bank of Canada | 15,933 | $746K | 0.0% | +47.2% | 0.316% | |
| 5/13/2025 | Cresset Asset Management LLC | 6,322 | $295K | 0.0% | N/A | 0.125% | |
| 5/13/2025 | Kovitz Investment Group Partners LLC | 23,517 | $1.10M | 0.0% | N/A | 0.466% | |
| 5/13/2025 | HighTower Advisors LLC | 57,555 | $2.69M | 0.0% | -26.2% | 1.140% | |
| 5/8/2025 | Ackerman Asset Management LLC | 4,470 | $209K | 0.2% | N/A | 0.089% | |
| 5/7/2025 | Foundations Investment Advisors LLC | 10,484 | $490K | 0.0% | N/A | 0.208% | |
| 5/6/2025 | Cetera Investment Advisers | 15,735 | $735K | 0.0% | N/A | 0.312% | |
| 5/6/2025 | Mount Lucas Management LP | 2,370 | $111K | 0.0% | N/A | 0.047% | |
| 5/1/2025 | CWM LLC | 1,064 | $50K | 0.0% | +1,734.5% | 0.021% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 23,638 | $1.11M | 0.0% | +25.5% | 0.468% | |
| 4/29/2025 | Bank of New York Mellon Corp | 4,567 | $213K | 0.0% | -25.1% | 0.090% | |
| 4/25/2025 | WestEnd Advisors LLC | 2,068 | $97K | 0.0% | +158.5% | 0.040% | |
| 4/24/2025 | Sunbelt Securities Inc. | 5,386 | $252K | 0.0% | N/A | 0.105% | |
| 4/22/2025 | Innealta Capital LLC | 26,661 | $1.25M | 0.7% | +36.6% | 0.518% | |
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| 4/21/2025 | Osborne Partners Capital Management LLC | 525,522 | $24.56M | 1.4% | +0.3% | 10.204% | |
| 4/15/2025 | CX Institutional | 2,651 | $124K | 0.0% | N/A | 0.051% | |
| 4/8/2025 | Rhumbline Advisers | 4,478 | $209K | 0.0% | +139.7% | 0.087% | |
| 4/2/2025 | Marotta Asset Management | 165,726 | $8.43M | 1.7% | -8.1% | 3.218% | |
| 2/17/2025 | Main Management ETF Advisors LLC | 230,640 | $10.26M | 0.5% | +0.6% | 4.046% | |
| 2/17/2025 | Centiva Capital LP | 11,200 | $498K | 0.0% | +6.7% | 0.196% | |
| 2/17/2025 | Citadel Advisors LLC | 41,339 | $1.84M | 0.0% | +22.6% | 0.725% | |
| 2/17/2025 | Bank of America Corp DE | 22,768 | $1.01M | 0.0% | +183.4% | 0.399% | |
| 2/14/2025 | Jane Street Group LLC | 262,051 | $11.66M | 0.0% | +30.1% | 4.597% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 4,555 | $203K | 0.0% | -8.4% | 0.080% | |