| 5/19/2025 | Jane Street Group LLC | 40,739 | $1.17M | 0.0% | -86.4% | 0.159% | |
| 5/16/2025 | Bell Investment Advisors Inc | 4,557 | $131K | 0.0% | +13.3% | 0.018% | |
| 5/15/2025 | EP Wealth Advisors LLC | 191,363 | $5.49M | 0.0% | -6.3% | 0.749% | |
| 5/15/2025 | Royal Bank of Canada | 25,006 | $717K | 0.0% | -63.7% | 0.098% | |
| 5/15/2025 | Titleist Asset Management LLC | 8,460 | $242K | 0.0% | -22.2% | 0.033% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 15,757 | $452K | 0.0% | -2.6% | 0.062% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 867 | $25K | 0.0% | +86,600.0% | 0.003% | |
| 5/14/2025 | CW Advisors LLC | 867,123 | $24.85M | 0.3% | -1.1% | 3.394% | |
| 5/14/2025 | PGIM Custom Harvest LLC | 223,204 | $6.40M | 0.2% | -6.4% | 0.874% | |
| 5/12/2025 | AlphaCore Capital LLC | 1,155 | $33K | 0.0% | N/A | 0.005% | |
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| 5/8/2025 | Ackerman Asset Management LLC | 7,768 | $223K | 0.2% | N/A | 0.030% | |
| 5/7/2025 | LPL Financial LLC | 436,122 | $12.50M | 0.0% | +106.8% | 1.707% | |
| 5/6/2025 | Assetmark Inc. | 99,849 | $2.86M | 0.0% | -22.7% | 0.391% | |
| 5/6/2025 | Cetera Investment Advisers | 8,482 | $243K | 0.0% | +9.4% | 0.033% | |
| 5/6/2025 | Choreo LLC | 9,078 | $260K | 0.0% | -6.2% | 0.036% | |
| 5/5/2025 | Beckerman Institutional LLC | 16,899 | $484K | 0.4% | +13.7% | 0.066% | |
| 5/5/2025 | Morningstar Investment Services LLC | 82,460 | $2.36M | 0.4% | -45.2% | 0.323% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 256,826 | $7.36M | 0.0% | +17.3% | 1.005% | |
| 4/29/2025 | Meridian Investment Counsel Inc. | 66,225 | $1.90M | 0.6% | +33.5% | 0.259% | |
| 4/28/2025 | Private Trust Co. NA | 1,580 | $45K | 0.0% | -18.5% | 0.006% | |
| 4/28/2025 | Swmg LLC | 7,356 | $214K | 0.1% | -26.7% | 0.029% | |
| 4/28/2025 | Vontobel Holding Ltd. | 120,200 | $3.45M | 0.0% | +3.0% | 0.470% | |
| 4/23/2025 | GHP Investment Advisors Inc. | 738,578 | $21.17M | 1.0% | +2.0% | 2.908% | |
| 4/22/2025 | Innealta Capital LLC | 162,861 | $4.67M | 2.5% | -5.9% | 0.641% | |
| 4/22/2025 | Cabot Wealth Management Inc. | 106,850 | $3.06M | 0.4% | +1.3% | 0.421% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 33,646 | $964K | 0.0% | -23.3% | 0.132% | |
| 4/15/2025 | CX Institutional | 17,294 | $496K | 0.0% | -88.6% | 0.068% | |
| 4/14/2025 | Harbor Capital Advisors Inc. | 110,153 | $3.16M | 0.1% | N/A | 0.434% | |
| 4/14/2025 | Farther Finance Advisors LLC | 7,648 | $219K | 0.0% | -18.4% | 0.030% | |
| 2/17/2025 | Sentinus LLC | 18,491 | $484K | 0.1% | -31.3% | 0.069% | |
| 2/17/2025 | Quantinno Capital Management LP | 42,639 | $1.12M | 0.0% | +2.6% | 0.158% | |
| 2/17/2025 | Janus Henderson Group PLC | 1,371,030 | $35.91M | 0.0% | -29.3% | 5.087% | |
| 2/17/2025 | EP Wealth Advisors LLC | 204,254 | $5.35M | 0.0% | -3.1% | 0.758% | |
| 2/17/2025 | Cetera Investment Advisers | 7,751 | $203K | 0.0% | -75.6% | 0.029% | |
| 2/17/2025 | Citadel Advisors LLC | 20,066 | $526K | 0.0% | N/A | 0.074% | |
| 2/17/2025 | Bank of America Corp DE | 10,568,128 | $276.78M | 0.0% | +2.5% | 39.214% | |
| 2/17/2025 | Ameriprise Financial Inc. | 442,582 | $11.59M | 0.0% | +2,482.0% | 1.642% | |
| 2/14/2025 | Jane Street Group LLC | 299,584 | $7.85M | 0.0% | N/A | 1.112% | |
| 2/14/2025 | Syon Capital LLC | 7,667 | $201K | 0.0% | -8.3% | 0.028% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 10,457 | $274K | 0.0% | -34.4% | 0.039% | |
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| 2/13/2025 | Titleist Asset Management LLC | 10,869 | $285K | 0.0% | -47.1% | 0.040% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 218,954 | $5.73M | 0.0% | -35.5% | 0.812% | |
| 2/12/2025 | Huntington National Bank | 1,578 | $41K | 0.0% | +141.7% | 0.006% | |
| 2/12/2025 | Meridian Investment Counsel Inc. | 49,600 | $1.30M | 0.4% | +5.3% | 0.184% | |
| 2/12/2025 | Transamerica Financial Advisors Inc. | 16,175 | $424K | 0.0% | +2.8% | 0.060% | |
| 2/11/2025 | Congress Wealth Management LLC DE | 877,004 | $22.97M | 0.3% | -0.2% | 3.254% | |
| 2/11/2025 | LPL Financial LLC | 210,903 | $5.52M | 0.0% | -18.3% | 0.783% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 169,516 | $4.47M | 0.0% | +443.0% | 0.629% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 43,883 | $1.15M | 0.0% | -28.4% | 0.163% | |
| 2/10/2025 | Farther Finance Advisors LLC | 9,374 | $245K | 0.0% | +4.5% | 0.035% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 3,900 | $102K | 0.0% | -35.9% | 0.014% | |
| 2/6/2025 | Atria Investments Inc | 13,291 | $348K | 0.0% | -19.1% | 0.049% | |
| 2/6/2025 | Assetmark Inc. | 129,208 | $3.38M | 0.0% | +15,029.7% | 0.479% | |
| 2/5/2025 | Private Trust Co. NA | 1,939 | $51K | 0.0% | -22.7% | 0.007% | |
| 2/5/2025 | Brueske Advisory Services LLC | 26,995 | $707K | 0.6% | N/A | 0.100% | |
| 2/4/2025 | Bank of New York Mellon Corp | 11,593 | $304K | 0.0% | -14.9% | 0.043% | |
| 2/4/2025 | Cabot Wealth Management Inc. | 105,457 | $2.76M | 0.4% | -1.9% | 0.391% | |
| 1/31/2025 | Global Retirement Partners LLC | 6,252 | $164K | 0.0% | -13.2% | 0.023% | |
| 1/30/2025 | Principal Securities Inc. | 41,306 | $1.08M | 0.0% | -30.0% | 0.153% | |
| 1/28/2025 | Wilmington Savings Fund Society FSB | 9,390 | $246K | 0.0% | +4.3% | 0.035% | |
| 1/27/2025 | GHP Investment Advisors Inc. | 724,284 | $18.97M | 0.9% | +33.6% | 2.688% | |
| 1/27/2025 | Choreo LLC | 9,673 | $253K | 0.0% | +4.7% | 0.036% | |
| 1/21/2025 | CX Institutional | 152,021 | $3.98M | 0.2% | -71.4% | 0.564% | |
| 1/17/2025 | Proquility Private Wealth Partners LLC | 291,021 | $7.62M | 2.5% | +1.4% | 1.080% | |
| 1/13/2025 | Eagle Bay Advisors LLC | 2,900 | $76K | 0.0% | -17.6% | 0.011% | |
| 11/25/2024 | Wilmington Savings Fund Society FSB | 9,006 | $257K | 0.0% | N/A | 0.033% | |
| 11/15/2024 | EP Wealth Advisors LLC | 210,706 | $6.02M | 0.1% | N/A | 0.782% | |
| 11/15/2024 | Stifel Financial Corp | 161,853 | $4.62M | 0.0% | -12.2% | 0.601% | |
| 11/15/2024 | Swmg LLC | 9,986 | $266K | 0.1% | -14.3% | 0.037% | |
| 11/15/2024 | Quantinno Capital Management LP | 41,577 | $1.19M | 0.0% | +39.2% | 0.154% | |
| 11/15/2024 | Janus Henderson Group PLC | 1,940,217 | $55.39M | 0.0% | -5.9% | 7.199% | |
| 11/13/2024 | Transamerica Financial Advisors Inc. | 15,731 | $450K | 0.0% | +5.1% | 0.058% | |
| 11/7/2024 | Gilbert & Cook Inc. | 11,820 | $337K | 0.0% | -30.3% | 0.044% | |
| 11/7/2024 | Thrivent Financial for Lutherans | 31,219 | $891K | 0.0% | +13.1% | 0.116% | |
| 11/6/2024 | Meridian Investment Counsel Inc. | 47,100 | $1.35M | 0.4% | +18.3% | 0.175% | |
| 11/4/2024 | Venturi Wealth Management LLC | 3,516 | $100K | 0.0% | N/A | 0.013% | |
| 11/1/2024 | Beckerman Institutional LLC | 14,774 | $422K | 0.4% | N/A | 0.055% | |
| 10/29/2024 | Farther Finance Advisors LLC | 8,973 | $256K | 0.0% | N/A | 0.033% | |
| 10/28/2024 | US Bancorp DE | 1,041 | $30K | 0.0% | +420.5% | 0.004% | |
| 10/28/2024 | Petra Financial Advisors Inc. | 16,086 | $459K | 0.3% | -44.4% | 0.060% | |
| 10/24/2024 | GHP Investment Advisors Inc. | 542,092 | $15.48M | 0.7% | +12,439.7% | 2.011% | |
| 10/19/2024 | Columbus Macro LLC | 17,089 | $479K | 0.2% | N/A | 0.063% | |
| 10/16/2024 | Vontobel Holding Ltd. | 116,700 | $3.33M | 0.0% | +13.0% | 0.433% | |
| 10/16/2024 | Proquility Private Wealth Partners LLC | 287,064 | $8.20M | 2.6% | -4.1% | 1.065% | |
| 10/15/2024 | Cabot Wealth Management Inc. | 107,474 | $3.07M | 0.4% | -1.0% | 0.399% | |
| 10/11/2024 | CX Institutional | 532,089 | $15.19M | 0.7% | -10.6% | 1.974% | |
| 9/5/2024 | Sanctuary Advisors LLC | 8,717 | $231K | 0.0% | N/A | 0.032% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 27,615 | $726K | 0.0% | N/A | 0.102% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 320,215 | $8.42M | 0.0% | +1,187.2% | 1.188% | |
| 8/8/2024 | GHP Investment Advisors Inc. | 4,323 | $114K | 0.0% | N/A | 0.016% | |
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| 8/8/2024 | Bell Investment Advisors Inc | 3,674 | $97K | 0.0% | +20.5% | 0.014% | |
| 8/7/2024 | Choreo LLC | 9,241 | $243K | 0.0% | N/A | 0.034% | |
| 8/1/2024 | Gilbert & Cook Inc. | 16,965 | $446K | 0.1% | N/A | 0.063% | |
| 7/29/2024 | Innealta Capital LLC | 206,743 | $5.44M | 1.8% | -20.8% | 0.767% | |
| 7/26/2024 | WealthShield Partners LLC | 4,020 | $106K | 0.0% | N/A | 0.015% | |
| 7/26/2024 | Bank of New York Mellon Corp | 11,765 | $309K | 0.0% | N/A | 0.044% | |
| 7/19/2024 | Petra Financial Advisors Inc. | 28,944 | $761K | 0.5% | -1.4% | 0.107% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 64,955 | $1.71M | 0.0% | N/A | 0.241% | |
| 7/13/2024 | Retirement Planning Group LLC | 16,476 | $433K | 0.0% | -15.2% | 0.061% | |
| 7/12/2024 | Cabot Wealth Management Inc. | 108,537 | $2.85M | 0.4% | -6.6% | 0.403% | |
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