| 7/2/2026 | CX Institutional | 14,178 | $500K | 0.0% | -8.6% | 0.058% | |
| 5/19/2026 | Bank of America Corp DE | 7,883,144 | $274.02M | 0.0% | -26.8% | 33.262% | |
| 5/19/2026 | Janus Henderson Group PLC | 1,519,328 | $52.81M | 0.0% | -5.4% | 6.411% | |
| 5/18/2026 | Royal Bank of Canada | 52,491 | $1.83M | 0.0% | -13.3% | 0.221% | |
| 5/16/2026 | Quantinno Capital Management LP | 63,979 | $2.22M | 0.0% | +29.8% | 0.270% | |
| 5/14/2026 | Morningstar Investment Management LLC | 215,970 | $7.51M | 0.5% | N/A | 0.911% | |
| 5/13/2026 | Dynamic Wealth Strategies LLC | 12,363 | $430K | 0.2% | +8.9% | 0.052% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 3,071 | $107K | 0.0% | -9.4% | 0.013% | |
| 5/6/2026 | Simon Quick Advisors LLC | 251,770 | $8.75M | 0.4% | -7.1% | 1.062% | |
| 5/6/2026 | Assetmark Inc. | 292,796 | $10.18M | 0.0% | +2.2% | 1.235% | |
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| 5/5/2026 | Wealthfront Advisers LLC | 12,626 | $439K | 0.0% | +10.7% | 0.053% | |
| 5/5/2026 | Bank of New York Mellon Corp | 15,441 | $537K | 0.0% | +26.6% | 0.065% | |
| 5/5/2026 | Sanctuary Advisors LLC | 6,741 | $234K | 0.0% | +10.0% | 0.028% | |
| 5/4/2026 | Innealta Capital LLC | 101,402 | $3.53M | 2.2% | +11.0% | 0.428% | |
| 4/30/2026 | Hsbc Holdings PLC | 12,325 | $428K | 0.0% | +72.0% | 0.052% | |
| 4/29/2026 | United Asset Strategies Inc. | 7,678 | $267K | 0.0% | N/A | 0.032% | |
| 4/28/2026 | Meridian Investment Counsel Inc. | 69,275 | $2.41M | 0.6% | +2.2% | 0.292% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 9,384 | $326K | 0.0% | N/A | 0.040% | |
| 4/21/2026 | GHP Investment Advisors Inc. | 800,187 | $27.82M | 1.1% | +2.5% | 3.376% | |
| 3/20/2026 | Purpose Unlimited Inc. | 137,493 | $4.63M | 0.2% | N/A | 0.496% | |
| 3/20/2026 | Hsbc Holdings PLC | 7,165 | $242K | 0.0% | N/A | 0.026% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 2,031 | $69K | 0.0% | -45.1% | 0.007% | |
| 3/9/2026 | Corient Private Wealth LLC | 32,015 | $1.08M | 0.0% | -15.2% | 0.116% | |
| 3/5/2026 | Bayban | 4,439 | $150K | 0.1% | N/A | 0.016% | |
| 2/19/2026 | Corient Private Wealth LLC | 32,015 | $1.08M | 0.0% | -15.2% | 0.116% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 44,512 | $1.50M | 0.0% | +32.2% | 0.161% | |
| 2/18/2026 | EP Wealth Advisors LLC | 183,825 | $6.20M | 0.0% | N/A | 0.664% | |
| 2/18/2026 | Janus Henderson Group PLC | 1,606,862 | $54.23M | 0.0% | -1.1% | 5.801% | |
| 2/17/2026 | Cetera Investment Advisers | 9,705 | $328K | 0.0% | -3.7% | 0.035% | |
| 2/17/2026 | Osaic Holdings Inc. | 891,778 | $30.10M | 0.0% | -0.4% | 3.219% | |
| 2/17/2026 | Royal Bank of Canada | 60,560 | $2.04M | 0.0% | +12.3% | 0.219% | |
| 2/16/2026 | MML Investors Services LLC | 17,096 | $577K | 0.0% | +6.9% | 0.062% | |
| 2/13/2026 | Kestra Advisory Services LLC | 4,707 | $159K | 0.0% | N/A | 0.017% | |
| 2/13/2026 | Transamerica Financial Advisors LLC | 15,541 | $525K | 0.0% | -3.6% | 0.056% | |
| 2/11/2026 | LPL Financial LLC | 392,481 | $13.25M | 0.0% | +1.7% | 1.417% | |
| 2/11/2026 | Syon Capital LLC | 14,696 | $496K | 0.0% | +18.8% | 0.053% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 2,178 | $74K | 0.0% | +31.6% | 0.008% | |
| 2/10/2026 | Swmg LLC | 11,462 | $411K | 0.1% | +3.2% | 0.041% | |
| 2/6/2026 | Global Retirement Partners LLC | 4,753 | $160K | 0.0% | -11.4% | 0.017% | |
| 2/6/2026 | Envestnet Portfolio Solutions Inc. | 25,382 | $857K | 0.0% | -2.7% | 0.092% | |
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| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 320,370 | $10.98M | 0.0% | +19,257.7% | 1.157% | |
| 2/5/2026 | Thrivent Financial for Lutherans | 58,359 | $1.97M | 0.0% | N/A | 0.211% | |
| 2/4/2026 | Dynamic Wealth Strategies LLC | 11,355 | $383K | 0.2% | +2,022.4% | 0.041% | |
| 2/3/2026 | Cabot Wealth Management Inc. | 115,572 | $3.90M | 0.4% | +6.8% | 0.417% | |
| 2/3/2026 | MMA Asset Management LLC | 138,788 | $4.68M | 1.7% | +3.9% | 0.501% | |
| 1/30/2026 | Innealta Capital LLC | 91,315 | $3.08M | 1.7% | -37.3% | 0.330% | |
| 1/29/2026 | Simon Quick Advisors LLC | 271,000 | $9.15M | 0.4% | -0.2% | 0.978% | |
| 1/29/2026 | UBS Group AG | 307,234 | $10.37M | 0.0% | -9.7% | 1.109% | |
| 1/29/2026 | Sanctuary Advisors LLC | 6,130 | $207K | 0.0% | N/A | 0.022% | |
| 1/27/2026 | GHP Investment Advisors Inc. | 780,342 | $26.34M | 1.1% | +1.3% | 2.817% | |
| 1/23/2026 | Assetmark Inc. | 286,620 | $9.67M | 0.0% | -0.6% | 0.965% | |
| 1/20/2026 | Meridian Investment Counsel Inc. | 67,775 | $2.29M | 0.6% | +1.3% | 0.228% | |
| 1/20/2026 | Thurston Springer Miller Herd & Titak Inc. | 1,283 | $43K | 0.0% | N/A | 0.004% | |
| 1/20/2026 | Harbor Capital Advisors Inc. | 39,895 | $1.35M | 0.1% | -14.8% | 0.134% | |
| 1/15/2026 | Archford Capital Strategies LLC | 34,613 | $1.17M | 0.1% | N/A | 0.117% | |
| 12/23/2025 | Triumph Capital Management | 3,396 | $110K | 0.0% | N/A | 0.012% | |
| 11/21/2025 | Bell Investment Advisors Inc | 2,597 | $84K | 0.0% | -50.0% | 0.009% | |
| 11/17/2025 | Triumph Capital Management | 3,396 | $110K | 0.0% | N/A | 0.012% | |
| 11/17/2025 | Susquehanna International Group LLP | 7,034 | $227K | 0.0% | N/A | 0.025% | |
| 11/17/2025 | National Bank of Canada FI | 7,093 | $229K | 0.0% | +33.2% | 0.025% | |
| 11/17/2025 | Citadel Advisors LLC | 78,914 | $2.55M | 0.0% | +260.3% | 0.281% | |
| 11/17/2025 | Bank of America Corp DE | 10,517,848 | $339.83M | 0.0% | +4.3% | 37.497% | |
| 11/17/2025 | Ameriprise Financial Inc. | 13,137 | $425K | 0.0% | -6.3% | 0.047% | |
| 11/14/2025 | PGIM Custom Harvest LLC | 240,828 | $7.78M | 0.1% | +3.1% | 0.859% | |
| 11/13/2025 | UBS Group AG | 340,322 | $11.00M | 0.0% | +2.3% | 1.213% | |
| 11/13/2025 | Franklin Resources Inc. | 1,200,192 | $38.78M | 0.0% | +625,000.0% | 4.279% | |
| 11/10/2025 | OneDigital Investment Advisors LLC | 9,329 | $301K | 0.0% | -12.7% | 0.033% | |
| 11/10/2025 | Siligmueller & Norvid Wealth Advisors LLC | 17,499 | $565K | 0.3% | N/A | 0.062% | |
| 11/7/2025 | Avestar Capital LLC | 43,788 | $1.42M | 0.1% | +55.2% | 0.156% | |
| 11/7/2025 | Syon Capital LLC | 12,367 | $400K | 0.0% | +63.0% | 0.044% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 3,153 | $102K | 0.0% | -10.4% | 0.011% | |
| 11/6/2025 | Assetmark Inc. | 288,233 | $9.31M | 0.0% | -2.8% | 1.028% | |
| 11/5/2025 | MMA Asset Management LLC | 133,582 | $4.32M | 1.4% | -12.7% | 0.476% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 263,275 | $8.51M | 0.0% | -0.5% | 0.939% | |
| 11/3/2025 | Innealta Capital LLC | 145,576 | $4.70M | 2.4% | +0.6% | 0.519% | |
| 10/31/2025 | Cabot Wealth Management Inc. | 108,196 | $3.50M | 0.4% | +1.2% | 0.386% | |
| 10/31/2025 | GHP Investment Advisors Inc. | 770,416 | $24.89M | 1.0% | +1.1% | 2.747% | |
| 10/30/2025 | Envestnet Portfolio Solutions Inc. | 26,081 | $843K | 0.0% | -13.8% | 0.093% | |
| 10/24/2025 | Swmg LLC | 11,106 | $364K | 0.1% | +11.6% | 0.040% | |
| 10/23/2025 | Meridian Investment Counsel Inc. | 66,925 | $2.16M | 0.5% | +0.9% | 0.250% | |
| 10/23/2025 | CX Institutional | 15,499 | $501K | 0.0% | -6.7% | 0.058% | |
| 10/21/2025 | Tradewinds Capital Management LLC | 831 | $27K | 0.0% | -99.9% | 0.003% | |
| 10/21/2025 | Simon Quick Advisors LLC | 271,481 | $8.77M | 0.4% | -0.7% | 1.015% | |
| 10/15/2025 | Harbor Capital Advisors Inc. | 46,830 | $1.51M | 0.1% | -6.2% | 0.175% | |
| 9/26/2025 | Corient Private Wealth LLC | 2,021,235 | $61.90M | 0.1% | +4,815.7% | 8.005% | |
| 9/4/2025 | Osaic Holdings Inc. | 18,893 | $579K | 0.0% | +18.8% | 0.075% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 325,294 | $9.96M | 0.0% | +953.4% | 1.288% | |
| 8/18/2025 | Geneos Wealth Management Inc. | 806 | $25K | 0.0% | N/A | 0.003% | |
| 8/15/2025 | Corient Private Wealth LLC | 37,219 | $1.14M | 0.0% | -9.5% | 0.147% | |
| 8/15/2025 | EP Wealth Advisors LLC | 191,011 | $5.85M | 0.0% | -0.2% | 0.756% | |
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| 8/15/2025 | Bank of America Corp DE | 10,082,703 | $308.83M | 0.0% | +2.9% | 39.931% | |
| 8/14/2025 | Jane Street Group LLC | 56,291 | $1.72M | 0.0% | +38.2% | 0.223% | |
| 8/14/2025 | Raymond James Financial Inc. | 4,705 | $144K | 0.0% | N/A | 0.019% | |
| 8/14/2025 | Quantinno Capital Management LP | 52,984 | $1.62M | 0.0% | +11.5% | 0.210% | |
| 8/13/2025 | PGIM Custom Harvest LLC | 233,668 | $7.16M | 0.1% | +4.7% | 0.925% | |
| 8/13/2025 | Avestar Capital LLC | 28,214 | $864K | 0.1% | N/A | 0.112% | |
| 8/13/2025 | Flow Traders U.S. LLC | 10,059 | $308K | 0.0% | N/A | 0.040% | |
| 8/13/2025 | CW Advisors LLC | 871,928 | $26.71M | 0.3% | +0.6% | 3.453% | |
| 8/13/2025 | Hsbc Holdings PLC | 10,662 | $327K | 0.0% | N/A | 0.042% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 1,553 | $48K | 0.0% | +79.1% | 0.006% | |