| 5/5/2026 | Bank of New York Mellon Corp | 250,706 | $5.37M | 0.0% | +9.7% | 0.910% | |
| 5/5/2026 | Sanctuary Advisors LLC | 419,177 | $8.98M | 0.0% | +10.3% | 1.522% | |
| 4/21/2026 | Sequent Planning LLC | 129,939 | $2.78M | 0.7% | +11.2% | 0.472% | |
| 2/19/2026 | Compound Planning Inc. | 46,092 | $998K | 0.0% | +9.1% | 0.176% | |
| 2/17/2026 | Cetera Investment Advisers | 91,355 | $1.98M | 0.0% | +161.0% | 0.349% | |
| 2/17/2026 | Osaic Holdings Inc. | 8,420 | $182K | 0.0% | -60.6% | 0.032% | |
| 2/17/2026 | Royal Bank of Canada | 8,191 | $177K | 0.0% | +30.0% | 0.031% | |
| 2/16/2026 | MML Investors Services LLC | 60,468 | $1.31M | 0.0% | +6.3% | 0.231% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,687 | $58K | 0.0% | N/A | 0.010% | |
| 2/12/2026 | Brooklyn Investment Group | 26,973 | $586K | 0.0% | +40.5% | 0.103% | |
|
| 2/11/2026 | LPL Financial LLC | 118,080 | $2.56M | 0.0% | +9.9% | 0.452% | |
| 2/11/2026 | Franklin Resources Inc. | 15,082,708 | $326.54M | 0.1% | -3.8% | 57.678% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 48,015 | $1.04M | 0.0% | +13.6% | 0.184% | |
| 2/9/2026 | Hantz Financial Services Inc. | 5,369,885 | $116.26M | 1.7% | +3.5% | 20.535% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 3,600 | $78K | 0.0% | +35.3% | 0.014% | |
| 2/6/2026 | HighTower Advisors LLC | 16,431 | $356K | 0.0% | +6.2% | 0.063% | |
| 2/5/2026 | Sequent Planning LLC | 116,821 | $2.53M | 0.6% | +11.1% | 0.447% | |
| 2/3/2026 | MGO One Seven LLC | 26,929 | $583K | 0.0% | N/A | 0.103% | |
| 2/2/2026 | Truist Financial Corp | 154,888 | $3.35M | 0.0% | +16.1% | 0.592% | |
| 2/2/2026 | Benjamin Edwards Inc. | 287,986 | $6.24M | 0.1% | +3.5% | 1.101% | |
| 1/29/2026 | Sanctuary Advisors LLC | 380,169 | $8.23M | 0.0% | +36.4% | 1.459% | |
| 1/1/2026 | JPMorgan Chase & Co. | 70,555 | $1.54M | 0.0% | +9.6% | 0.274% | |
| 11/17/2025 | Susquehanna International Group LLP | 60,107 | $1.32M | 0.0% | -56.3% | 0.233% | |
| 11/17/2025 | Flow Traders U.S. LLC | 75,849 | $1.66M | 0.1% | N/A | 0.295% | |
| 11/17/2025 | Citadel Advisors LLC | 206,417 | $4.52M | 0.0% | +151.4% | 0.802% | |
| 11/17/2025 | Bank of America Corp DE | 934,845 | $20.45M | 0.0% | -0.8% | 3.630% | |
| 11/17/2025 | Ameriprise Financial Inc. | 127,587 | $2.79M | 0.0% | +36.9% | 0.495% | |
| 11/14/2025 | Raymond James Financial Inc. | 61,855 | $1.35M | 0.0% | +11.5% | 0.240% | |
| 11/14/2025 | Brooklyn Investment Group | 19,204 | $420K | 0.0% | +433.7% | 0.075% | |
| 11/13/2025 | Franklin Resources Inc. | 15,683,999 | $343.17M | 0.1% | -0.4% | 60.909% | |
| 11/13/2025 | Sequent Planning LLC | 105,152 | $2.30M | 0.7% | N/A | 0.408% | |
| 11/10/2025 | Compound Planning Inc. | 42,260 | $925K | 0.0% | N/A | 0.164% | |
| 11/7/2025 | JPMorgan Chase & Co. | 70,555 | $1.54M | 0.0% | +9.6% | 0.274% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 2,660 | $58K | 0.0% | +21.1% | 0.010% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 194,640 | $4.26M | 0.0% | +3.7% | 0.752% | |
| 11/5/2025 | Hantz Financial Services Inc. | 5,188,386 | $113.52M | 1.7% | +1.5% | 20.032% | |
| 11/3/2025 | Truist Financial Corp | 133,390 | $2.92M | 0.0% | +4.4% | 0.515% | |
| 10/23/2025 | Benjamin Edwards Inc. | 278,192 | $6.09M | 0.1% | +20.9% | 1.034% | |
| 9/4/2025 | Osaic Holdings Inc. | 21,471 | $463K | 0.0% | +2.6% | 0.076% | |
| 8/15/2025 | MML Investors Services LLC | 62,574 | $1.35M | 0.0% | +70.7% | 0.223% | |
|
| 8/15/2025 | Benjamin Edwards Inc. | 230,054 | $4.97M | 0.1% | -13.6% | 0.819% | |
| 8/15/2025 | Bank of America Corp DE | 942,629 | $20.35M | 0.0% | +7.6% | 3.355% | |
| 8/15/2025 | Ameriprise Financial Inc. | 93,218 | $2.01M | 0.0% | +4.2% | 0.332% | |
| 8/14/2025 | Raymond James Financial Inc. | 55,495 | $1.20M | 0.0% | -3.3% | 0.197% | |
| 8/12/2025 | Franklin Resources Inc. | 15,744,173 | $339.84M | 0.1% | +7.1% | 56.029% | |
| 8/12/2025 | JPMorgan Chase & Co. | 64,390 | $1.39M | 0.0% | +19.5% | 0.229% | |
| 8/11/2025 | TD Waterhouse Canada Inc. | 5,060 | $109K | 0.0% | N/A | 0.018% | |
| 8/8/2025 | Cetera Investment Advisers | 25,625 | $553K | 0.0% | +9.4% | 0.091% | |
| 8/4/2025 | Hantz Financial Services Inc. | 5,110,382 | $110.31M | 1.8% | +5.7% | 18.186% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 187,734 | $4.05M | 0.0% | +22.5% | 0.668% | |
| 5/13/2025 | HighTower Advisors LLC | 15,566 | $333K | 0.0% | -21.2% | 0.057% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 2,444 | $52K | 0.0% | +37.9% | 0.009% | |
| 5/7/2025 | LPL Financial LLC | 88,984 | $1.91M | 0.0% | -13.8% | 0.325% | |
| 5/6/2025 | Cetera Investment Advisers | 23,422 | $502K | 0.0% | N/A | 0.086% | |
| 5/5/2025 | OneAscent Financial Services LLC | 39,254 | $841K | 0.1% | N/A | 0.144% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 153,276 | $3.28M | 0.0% | +5.5% | 0.560% | |
| 4/29/2025 | Bank of New York Mellon Corp | 139,738 | $2.99M | 0.0% | +2.7% | 0.511% | |
| 2/17/2025 | Citadel Advisors LLC | 47,503 | $1.00M | 0.0% | -15.1% | 0.279% | |
| 2/17/2025 | Bank of America Corp DE | 878,145 | $18.52M | 0.0% | +91.6% | 5.150% | |
| 2/17/2025 | Benjamin Edwards Inc. | 266,105 | $5.61M | 0.1% | +9.7% | 1.561% | |
| 2/17/2025 | Ameriprise Financial Inc. | 70,187 | $1.48M | 0.0% | +20.7% | 0.412% | |
| 2/13/2025 | Raymond James Financial Inc. | 59,371 | $1.25M | 0.0% | N/A | 0.348% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 145,217 | $3.06M | 0.0% | +10.6% | 0.852% | |
| 2/12/2025 | Franklin Resources Inc. | 15,079,949 | $318.01M | 0.1% | -8.8% | 88.445% | |
| 2/12/2025 | JPMorgan Chase & Co. | 50,551 | $1.07M | 0.0% | +3.8% | 0.296% | |
| 2/11/2025 | LPL Financial LLC | 103,255 | $2.18M | 0.0% | +4.4% | 0.606% | |
| 2/7/2025 | HighTower Advisors LLC | 19,757 | $417K | 0.0% | +28.4% | 0.116% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 1,772 | $37K | 0.0% | +40.3% | 0.010% | |
| 2/6/2025 | Raymond James Financial Inc. | 59,371 | $1.25M | 0.0% | N/A | 0.348% | |
| 2/6/2025 | Atria Investments Inc | 48,906 | $1.03M | 0.0% | +1.7% | 0.287% | |
| 2/5/2025 | Verus Capital Partners LLC | 20,211 | $426K | 0.0% | -4.1% | 0.119% | |
| 2/4/2025 | Bank of New York Mellon Corp | 136,071 | $2.87M | 0.0% | +4.6% | 0.798% | |
| 1/31/2025 | Truist Financial Corp | 123,121 | $2.60M | 0.0% | +13.8% | 0.722% | |
| 1/31/2025 | Sanctuary Advisors LLC | 255,416 | $5.43M | 0.0% | +9.1% | 1.498% | |
| 1/23/2025 | Hantz Financial Services Inc. | 4,198,482 | $88.54M | 1.5% | +11.9% | 24.625% | |
| 12/26/2024 | JPMorgan Chase & Co. | 48,713 | $1.08M | 0.0% | +13,393.9% | 0.286% | |
| 11/27/2024 | Franklin Resources Inc. | 16,526,553 | $359.37M | 0.1% | +77.3% | 96.930% | |
| 11/25/2024 | Sanctuary Advisors LLC | 234,182 | $5M | 0.0% | +1,942.2% | 1.374% | |
| 11/15/2024 | MML Investors Services LLC | 29,254 | $646K | 0.0% | +44.0% | 0.172% | |
| 11/15/2024 | Jane Street Group LLC | 108,700 | $2.40M | 0.0% | N/A | 0.638% | |
| 11/15/2024 | HighTower Advisors LLC | 15,385 | $340K | 0.0% | -69.0% | 0.090% | |
| 11/15/2024 | Benjamin Edwards Inc. | 242,466 | $5.36M | 0.1% | N/A | 1.422% | |
| 11/14/2024 | Flow Traders U.S. LLC | 85,931 | $1.90M | 0.1% | N/A | 0.504% | |
| 11/14/2024 | Hantz Financial Services Inc. | 3,753,330 | $82.93M | 1.5% | +19.8% | 22.014% | |
| 11/5/2024 | Verus Capital Partners LLC | 21,066 | $465K | 0.0% | -6.2% | 0.124% | |
| 11/1/2024 | Atria Investments Inc | 48,094 | $1.06M | 0.0% | N/A | 0.282% | |
| 10/22/2024 | International Assets Investment Management LLC | 663,270 | $14.66M | 0.0% | +119,623.8% | 3.890% | |
| 9/5/2024 | Sanctuary Advisors LLC | 11,467 | $238K | 0.0% | N/A | 0.067% | |
| 8/21/2024 | Truist Financial Corp | 94,334 | $1.99M | 0.0% | +8.0% | 0.553% | |
| 8/13/2024 | Benjamin F. Edwards & Company Inc. | 243,916 | $5.15M | 0.1% | -1.5% | 1.431% | |
|
| 8/8/2024 | Envestnet Asset Management Inc. | 129,452 | $2.73M | 0.0% | -28.1% | 0.759% | |
| 8/1/2024 | Verus Capital Partners LLC | 22,460 | $474K | 0.0% | -3.4% | 0.132% | |
| 7/30/2024 | Hantz Financial Services Inc. | 3,132,298 | $66.12M | 1.3% | N/A | 18.371% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 12,814 | $271K | 0.0% | -51.6% | 0.075% | |
| 5/7/2024 | Verus Capital Partners LLC | 23,242 | $496K | 0.1% | -2.3% | 0.136% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 26,473 | $565K | 0.0% | +15.2% | 0.155% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 5,163 | $110K | 0.0% | -45.1% | 0.030% | |
| 4/29/2024 | Benjamin F. Edwards & Company Inc. | 247,705 | $5.29M | 0.1% | +16.1% | 1.453% | |
| 2/9/2024 | Franklin Resources Inc. | 22,684,810 | $491.24M | 0.2% | -11.6% | 74.867% | |
| 2/6/2024 | Benjamin F. Edwards & Company Inc. | 213,368 | $4.62M | 0.1% | +0.8% | 0.704% | |