| 7/8/2026 | Whitcomb & Hess Inc. | 221,169 | $13.14M | 2.8% | +2.0% | 0.694% | |
| 7/7/2026 | Avior Wealth Management LLC | 104,720 | $6.22M | 0.2% | -10.0% | 0.329% | |
| 7/7/2026 | CoreCap Advisors LLC | 1,233 | $73K | 0.0% | -40.9% | 0.004% | |
| 6/16/2026 | Empowered Funds LLC | 9,837 | $534K | 0.0% | N/A | 0.030% | |
| 5/19/2026 | Bank of America Corp DE | 39,355 | $2.14M | 0.0% | -8.1% | 0.119% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 16,285 | $884K | 0.0% | +25.6% | 0.049% | |
| 5/18/2026 | Royal Bank of Canada | 5,053 | $275K | 0.0% | -77.1% | 0.015% | |
| 5/18/2026 | Empowered Funds LLC | 9,837 | $534K | 0.0% | N/A | 0.030% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 10,000 | $543K | 0.0% | -39.4% | 0.030% | |
| 5/15/2026 | Boreal Capital Management LLC | 3,153 | $171K | 0.2% | +21.6% | 0.010% | |
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| 5/13/2026 | Cetera Investment Advisers | 7,886 | $428K | 0.0% | -20.0% | 0.024% | |
| 5/12/2026 | CacheTech Inc. | 152,935 | $8.31M | 1.6% | +0.5% | 0.461% | |
| 5/12/2026 | Barometer Capital Management Inc. | 9,000 | $489K | 0.2% | -93.8% | 0.027% | |
| 5/7/2026 | Meeder Asset Management Inc. | 6,434 | $349K | 0.0% | -54.9% | 0.019% | |
| 5/6/2026 | Dorsey Wright & Associates | 13,675 | $743K | 0.1% | N/A | 0.041% | |
| 5/6/2026 | Catalyst Capital Advisors LLC | 213,236 | $11.58M | 0.2% | +4.3% | 0.643% | |
| 5/5/2026 | Wealthfront Advisers LLC | 5,298 | $288K | 0.0% | +7.2% | 0.016% | |
| 5/4/2026 | Principal Financial Group Inc. | 395,149 | $21.46M | 0.0% | +31.3% | 1.192% | |
| 5/4/2026 | Innealta Capital LLC | 39,315 | $2.14M | 1.3% | -28.1% | 0.119% | |
| 5/2/2026 | Global Assets Advisory LLC | 9,205 | $500K | 0.1% | +8.0% | 0.028% | |
| 5/2/2026 | Arlington Capital Management Inc. | 98,389 | $5.34M | 3.0% | -1.0% | 0.297% | |
| 5/1/2026 | Fifth Third Bancorp | 764 | $41K | 0.0% | N/A | 0.002% | |
| 4/30/2026 | Hsbc Holdings PLC | 3,934,493 | $213.68M | 0.1% | -18.7% | 11.869% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,357 | $237K | 0.0% | -19.2% | 0.013% | |
| 4/30/2026 | Vertex Investment Solutions Co. Ltd. | 8,000 | $418K | 0.5% | -61.5% | 0.024% | |
| 4/29/2026 | Montag A & Associates Inc. | 70,976 | $3.86M | 0.2% | +1.9% | 0.214% | |
| 4/27/2026 | Moran Wealth Management LLC | 165,996 | $9.02M | 0.3% | +18.9% | 0.501% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 9,405 | $511K | 0.0% | N/A | 0.028% | |
| 4/25/2026 | Patten Group Inc. | 7,185 | $390K | 0.1% | -5.8% | 0.022% | |
| 4/23/2026 | Financial & Tax Architects LLC | 45,560 | $2.47M | 0.6% | +9.1% | 0.137% | |
| 4/22/2026 | Millburn Ridgefield LLC DE | 213,236 | $11.58M | 0.2% | +4.3% | 0.643% | |
| 4/17/2026 | Brookstone Capital Management | 5,472 | $297K | 0.0% | -19.3% | 0.017% | |
| 4/16/2026 | SG Americas Securities LLC | 4,155 | $226K | 0.0% | -36.6% | 0.013% | |
| 4/16/2026 | Founders Financial Securities LLC | 62,823 | $3.61M | 0.2% | -3.5% | 0.190% | |
| 3/20/2026 | Hsbc Holdings PLC | 4,837,546 | $260.79M | 0.1% | +1.7% | 14.492% | |
| 3/6/2026 | Hsbc Holdings PLC | 4,837,546 | $260.79M | 0.1% | +1.7% | 14.492% | |
| 2/20/2026 | Kovitz Investment Group Partners LLC | 8,779 | $473K | 0.0% | N/A | 0.026% | |
| 2/18/2026 | CacheTech Inc. | 152,212 | $8.21M | 1.5% | N/A | 0.456% | |
| 2/18/2026 | Zacks Investment Management | 59,485 | $3.21M | 0.0% | +8.4% | 0.178% | |
| 2/18/2026 | Adams Wealth Management | 147,566 | $7.96M | 1.7% | N/A | 0.442% | |
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| 2/18/2026 | Banco Bilbao Vizcaya Argentaria S.A. | 1,870,139 | $101.06M | 0.7% | N/A | 5.603% | |
| 2/17/2026 | Cetera Investment Advisers | 9,858 | $531K | 0.0% | +13.2% | 0.030% | |
| 2/17/2026 | Equitable Holdings Inc. | 52,863 | $2.85M | 0.0% | -12.3% | 0.158% | |
| 2/17/2026 | Osaic Holdings Inc. | 5,929 | $320K | 0.0% | -25.4% | 0.018% | |
| 2/17/2026 | Royal Bank of Canada | 22,068 | $1.19M | 0.0% | +8.9% | 0.066% | |
| 2/16/2026 | Mariner LLC | 11,311 | $610K | 0.0% | -56.2% | 0.034% | |
| 2/16/2026 | ES4 LLC | 10,748 | $579K | 0.4% | N/A | 0.032% | |
| 2/13/2026 | Kestra Advisory Services LLC | 5,391 | $291K | 0.0% | -21.9% | 0.016% | |
| 2/13/2026 | The Manufacturers Life Insurance Company | 16,500 | $890K | 0.0% | N/A | 0.049% | |
| 2/13/2026 | Stifel Financial Corp | 4,435 | $239K | 0.0% | N/A | 0.013% | |
| 2/13/2026 | Bank of Nova Scotia | 470,600 | $25.37M | 0.0% | N/A | 1.410% | |
| 2/13/2026 | Schroder Investment Management Group | 527,000 | $28.52M | 0.0% | +3,000.0% | 1.579% | |
| 2/13/2026 | Integrated Wealth Concepts LLC | 25,050 | $1.35M | 0.0% | +27.8% | 0.075% | |
| 2/13/2026 | Wells Fargo & Company MN | 36,442 | $1.97M | 0.0% | +6.0% | 0.109% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 4,007 | $216K | 0.0% | N/A | 0.012% | |
| 2/12/2026 | AlphaCentric Advisors LLC | 2,531 | $136K | 0.1% | N/A | 0.008% | |
| 2/12/2026 | Bank of Montreal Can | 810,030 | $43.67M | 0.0% | N/A | 2.427% | |
| 2/11/2026 | Meeder Asset Management Inc. | 14,257 | $769K | 0.0% | N/A | 0.043% | |
| 2/11/2026 | GFS Advisors LLC | 25,000 | $1.35M | 0.2% | N/A | 0.075% | |
| 2/11/2026 | LPL Financial LLC | 255,301 | $13.76M | 0.0% | +3.2% | 0.765% | |
| 2/11/2026 | Prudential PLC | 309,100 | $16.66M | 0.1% | N/A | 0.926% | |
| 2/10/2026 | Cibc World Market Inc. | 211,059 | $11.38M | 0.0% | -1.8% | 0.632% | |
| 2/10/2026 | Founders Financial Securities LLC | 65,112 | $3.51M | 0.2% | +3.5% | 0.195% | |
| 2/10/2026 | Catalyst Capital Advisors LLC | 204,438 | $11.02M | 0.2% | -5.6% | 0.612% | |
| 2/9/2026 | Bleakley Financial Group LLC | 46,297 | $2.50M | 0.0% | N/A | 0.139% | |
| 2/9/2026 | Global Assets Advisory LLC | 8,526 | $460K | 0.1% | +6.6% | 0.026% | |
| 2/9/2026 | Arrow Investment Advisors LLC | 7,650 | $412K | 0.5% | -31.1% | 0.023% | |
| 2/6/2026 | IFP Advisors Inc | 1,980 | $107K | 0.0% | N/A | 0.006% | |
| 2/6/2026 | HighTower Advisors LLC | 62,311 | $3.36M | 0.0% | +1.8% | 0.187% | |
| 2/5/2026 | Stephens Inc. AR | 4,618 | $249K | 0.0% | -14.1% | 0.014% | |
| 2/5/2026 | Vertex Investment Solutions Co. Ltd. | 20,800 | $1.12M | 1.1% | N/A | 0.062% | |
| 2/5/2026 | Idaho Trust Co | 25,400 | $1.37M | 0.5% | +52.7% | 0.076% | |
| 2/3/2026 | Providence First Trust Co | 14,856 | $801K | 0.3% | N/A | 0.045% | |
| 2/3/2026 | MMA Asset Management LLC | 65,243 | $3.52M | 1.3% | +1.2% | 0.195% | |
| 2/2/2026 | Montag A & Associates Inc. | 69,676 | $3.76M | 0.2% | +23.6% | 0.209% | |
| 2/2/2026 | Benjamin Edwards Inc. | 35,647 | $1.92M | 0.0% | +21.9% | 0.107% | |
| 2/2/2026 | Millburn Ridgefield LLC DE | 204,438 | $11.02M | 0.3% | -5.6% | 0.612% | |
| 1/30/2026 | Innealta Capital LLC | 54,698 | $2.95M | 1.6% | -2.4% | 0.164% | |
| 1/30/2026 | Wealthfront Advisers LLC | 4,941 | $266K | 0.0% | N/A | 0.015% | |
| 1/29/2026 | Comerica Bank | 521 | $28K | 0.0% | +303.9% | 0.002% | |
| 1/29/2026 | UBS Group AG | 164,111 | $8.85M | 0.0% | -17.0% | 0.492% | |
| 1/29/2026 | Sanctuary Advisors LLC | 18,145 | $978K | 0.0% | -2.8% | 0.054% | |
| 1/27/2026 | Shayne & Jacobs LLC | 8,279 | $446K | 0.1% | -3.7% | 0.025% | |
| 1/27/2026 | TD Waterhouse Canada Inc. | 71,434 | $3.85M | 0.0% | +16,061.5% | 0.214% | |
| 1/26/2026 | Moran Wealth Management LLC | 139,580 | $7.53M | 0.2% | N/A | 0.418% | |
| 1/26/2026 | Private Trust Co. NA | 1,201 | $65K | 0.0% | +4,519.2% | 0.004% | |
| 1/26/2026 | Monument Capital Management | 83,457 | $4.50M | 1.1% | +3.8% | 0.250% | |
| 1/23/2026 | Farther Finance Advisors LLC | 46,636 | $2.51M | 0.0% | N/A | 0.140% | |
| 1/23/2026 | Patten Group Inc. | 7,629 | $411K | 0.1% | -4.8% | 0.023% | |
| 1/21/2026 | Financial & Tax Architects LLC | 41,751 | $2.25M | 0.5% | +172.2% | 0.125% | |
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| 1/15/2026 | Brookstone Capital Management | 6,783 | $366K | 0.0% | +3.8% | 0.020% | |
| 1/14/2026 | BFI Infinity Ltd. | 4,537 | $245K | 0.2% | -200.0% | 0.014% | |
| 1/14/2026 | Whitcomb & Hess Inc. | 213,330 | $11.69M | 2.8% | -1.8% | 0.639% | |
| 1/14/2026 | Wolff Wiese Magana LLC | 811 | $44K | 0.0% | N/A | 0.002% | |
| 1/14/2026 | Tradewinds Capital Management LLC | 544,962 | $29.38M | 6.2% | -19.5% | 1.633% | |
| 1/13/2026 | CoreCap Advisors LLC | 98,838 | $5.33M | 0.2% | +1.9% | 0.296% | |
| 1/9/2026 | SG Americas Securities LLC | 6,555 | $353K | 0.0% | -17.6% | 0.020% | |
| 1/7/2026 | St. Louis Financial Planners Asset Management LLC | 32,443 | $1.75M | 1.1% | +10.1% | 0.097% | |
| 1/6/2026 | Arlington Capital Management Inc. | 99,419 | $5.36M | 3.3% | +57.9% | 0.298% | |
| 1/1/2026 | JPMorgan Chase & Co. | 75,389 | $3.73M | 0.0% | +118.4% | 0.261% | |