| 7/10/2026 | Annex Advisory Services LLC | 6,126 | $487K | 0.0% | -3.5% | 0.002% | |
| 7/10/2026 | Lederer & Associates Investment Counsel CA | 8,881 | $705K | 0.5% | N/A | 0.003% | |
| 7/10/2026 | KWB Wealth | 58,748 | $4.67M | 0.4% | -53.1% | 0.017% | |
| 7/10/2026 | SMI Advisory Services LLC | 6,261 | $516K | 0.1% | N/A | 0.002% | |
| 7/10/2026 | Wealthcare Advisory Partners LLC | 164,826 | $13.09M | 0.2% | +0.7% | 0.048% | |
| 7/9/2026 | Kraft Davis & Associates LLC | 114,636 | $9.22M | 1.9% | +1.1% | 0.034% | |
| 7/9/2026 | Ares Financial Consulting LLC | 10,081 | $801K | 0.6% | +32.8% | 0.003% | |
| 7/9/2026 | Matrix Trust Co | 8,658 | $688K | 0.1% | +7.7% | 0.003% | |
| 7/9/2026 | Wealthcare Capital Partners LLC | 16,706 | $1.33M | 0.5% | +2.6% | 0.005% | |
| 7/9/2026 | Shira Ridge Wealth Management | 26,379 | $2.10M | 0.7% | -31.2% | 0.008% | |
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| 7/9/2026 | Focus Financial Network Inc. | 10,910 | $866K | 0.0% | -30.7% | 0.003% | |
| 7/9/2026 | Wealthcare Capital Management LLC | 8,788 | $698K | 0.1% | -5.4% | 0.003% | |
| 7/9/2026 | Allied Private Wealth LLC | 739 | $60K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Tactive Advisors LLC | 6,506 | $517K | 0.1% | +5.2% | 0.002% | |
| 7/9/2026 | Roan Capital Partners | 61,544 | $4.89M | 4.1% | -23.9% | 0.018% | |
| 7/9/2026 | OxenFree Capital LLC | 3,157 | $257K | 0.1% | +11.8% | 0.001% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 5,348 | $425K | 0.0% | -8.2% | 0.002% | |
| 7/8/2026 | Gradient Investments LLC | 1,517,719 | $120.54M | 1.7% | -6.8% | 0.444% | |
| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 691 | $55K | 0.0% | N/A | 0.000% | |
| 7/8/2026 | Quantum Financial Advisors LLC | 166,254 | $13.20M | 1.1% | -4.1% | 0.049% | |
| 7/8/2026 | First Heartland Consultants Inc. | 15,587 | $1.24M | 0.1% | +93.5% | 0.005% | |
| 7/8/2026 | LifeGoal Investments LLC | 27,323 | $2.17M | 1.0% | +9.2% | 0.008% | |
| 7/8/2026 | Apella Capital LLC | 45,276 | $3.69M | 0.1% | -5.0% | 0.013% | |
| 7/8/2026 | Clark Asset Management LLC | 27,120 | $2.15M | 0.2% | +89.0% | 0.008% | |
| 7/7/2026 | Fermata Advisors LLC | 7,581 | $602K | 0.1% | +202.3% | 0.002% | |
| 7/7/2026 | Balefire LLC | 5,492 | $436K | 0.1% | +131.9% | 0.002% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 9,227 | $733K | 0.0% | +11.2% | 0.003% | |
| 7/7/2026 | McNaughton Wealth Management LLC | 25,639 | $2.04M | 0.7% | +14.0% | 0.007% | |
| 7/7/2026 | Inspirion Wealth Advisors LLC | 119,119 | $9.52M | 1.1% | +0.6% | 0.035% | |
| 7/7/2026 | Avior Wealth Management LLC | 91,749 | $7.29M | 0.2% | +0.6% | 0.027% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 178,090 | $14.14M | 1.0% | +4.5% | 0.052% | |
| 7/7/2026 | Financial Enhancement Group LLC | 49,899 | $3.96M | 0.5% | +7.8% | 0.015% | |
| 7/7/2026 | CoreCap Advisors LLC | 214,694 | $17.05M | 0.5% | +0.2% | 0.063% | |
| 7/7/2026 | Pacific Excel Wealth Advisors Inc. | 41,784 | $3.32M | 1.3% | N/A | 0.012% | |
| 7/7/2026 | Paul R. Ried Financial Group LLC | 30,899 | $2.45M | 1.1% | -5.4% | 0.009% | |
| 7/6/2026 | Bangor Savings Bank | 468,405 | $37.20M | 2.7% | +0.1% | 0.137% | |
| 7/6/2026 | Vigilare Wealth Management | 8,759 | $696K | 0.2% | N/A | 0.003% | |
| 7/6/2026 | Stonebridge Financial Group LLC | 51,407 | $4.08M | 0.3% | +5.4% | 0.015% | |
| 7/6/2026 | Bulwark Capital Corp | 2,411 | $191K | 0.1% | +18.2% | 0.001% | |
| 7/6/2026 | RDA Financial Network | 3,373 | $268K | 0.1% | +31.1% | 0.001% | |
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| 7/2/2026 | Versant Capital Management Inc | 94,750 | $7.53M | 0.7% | -2.6% | 0.028% | |
| 7/1/2026 | Confluence Investment Management LLC | 522,617 | $41.51M | 0.6% | +57.0% | 0.154% | |
| 6/26/2026 | WealthPoint Financial LLC | 5,252 | $487K | 0.4% | -67.5% | 0.002% | |
| 6/24/2026 | Redwood Investment Management LLC | 6,613 | $613K | 0.1% | -60.6% | 0.002% | |
| 6/10/2026 | Curry Webb Wealth Management LLC | 23,877 | $2.21M | 1.0% | N/A | 0.007% | |
| 6/3/2026 | DV Trading LLC | 30,223 | $2.80M | 0.1% | +26.7% | 0.009% | |
| 6/3/2026 | Parallel Advisors LLC | 11,285 | $1.05M | 0.0% | -1.6% | 0.003% | |
| 6/3/2026 | NewEdge Advisors LLC | 7,690 | $713K | 0.0% | -96.1% | 0.002% | |
| 6/1/2026 | Caerus Investment Advisors LLC | 15,658 | $1.45M | 0.6% | -7.7% | 0.005% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 2,453 | $221K | 0.0% | -15.3% | 0.001% | |
| 5/28/2026 | Regents of The University of California | 1,438,678 | $133.35M | 4.4% | N/A | 0.425% | |
| 5/28/2026 | Maripau Wealth Management LLC | 2,709 | $251K | 0.1% | -45.3% | 0.001% | |
| 5/22/2026 | WNY Asset Management LLC | 24,189 | $2.24M | 0.2% | N/A | 0.007% | |
| 5/22/2026 | Verus Capital Partners LLC | 4,146 | $384K | 0.0% | -58.7% | 0.001% | |
| 5/22/2026 | Access Investment Management LLC | 4,120 | $382K | 0.1% | -10.4% | 0.001% | |
| 5/21/2026 | Essential Partners LLC | 3,245 | $301K | 0.1% | +10.2% | 0.001% | |
| 5/20/2026 | Hobbs Group Advisors LLC | 46,547 | $4.31M | 1.3% | -16.4% | 0.014% | |
| 5/20/2026 | January Capital Advisors LLC | 40,997 | $3.80M | 5.1% | N/A | 0.012% | |
| 5/19/2026 | Western Wealth Management LLC | 36,791 | $3.41M | 0.1% | -0.9% | 0.011% | |
| 5/19/2026 | Bank of America Corp DE | 6,671,812 | $618.41M | 0.0% | -12.9% | 1.971% | |
| 5/19/2026 | Centaurus Financial Inc. | 2,664 | $247K | 0.0% | -67.1% | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 24,065 | $2.23M | 0.0% | +151.8% | 0.007% | |
| 5/18/2026 | Gould Capital LLC | 1,624 | $151K | 0.1% | +40.4% | 0.000% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 2,503 | $232K | 0.0% | +31.6% | 0.001% | |
| 5/18/2026 | Talon Private Wealth LLC | 5,460 | $506K | 0.1% | N/A | 0.002% | |
| 5/18/2026 | Royal Bank of Canada | 1,397,630 | $129.55M | 0.0% | -0.4% | 0.413% | |
| 5/18/2026 | Empowered Funds LLC | 43,737 | $4.05M | 0.0% | -74.6% | 0.013% | |
| 5/18/2026 | Evercore Wealth Management LLC | 394,869 | $36.60M | 0.6% | +11.6% | 0.117% | |
| 5/16/2026 | Quantinno Capital Management LP | 24,950 | $2.31M | 0.0% | +120.1% | 0.007% | |
| 5/16/2026 | Copley Financial Group Inc. | 164,903 | $15.29M | 9.2% | +56.1% | 0.049% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 76,278 | $7.07M | 0.3% | N/A | 0.023% | |
| 5/15/2026 | Cypress Capital Group | 3,072 | $285K | 0.0% | N/A | 0.001% | |
| 5/15/2026 | Waverly Advisors LLC | 18,598 | $1.72M | 0.0% | +2.6% | 0.005% | |
| 5/15/2026 | Wealth Alliance LLC | 7,416 | $687K | 0.1% | -18.1% | 0.002% | |
| 5/14/2026 | Renaissance Technologies LLC | 151,200 | $14.02M | 0.0% | +2,506.9% | 0.045% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 1,516,600 | $140.57M | 0.5% | +2,167.0% | 0.448% | |
| 5/14/2026 | Compound Planning Inc. | 16,030 | $1.49M | 0.0% | +20.8% | 0.005% | |
| 5/14/2026 | Modern Wealth Management LLC | 112,332 | $10.59M | 0.2% | +2,805.6% | 0.033% | |
| 5/14/2026 | Gibbs Wealth Management | 3,587 | $332K | 0.0% | -20.0% | 0.001% | |
| 5/14/2026 | Sei Investments Co. | 199,047 | $18.45M | 0.0% | -69.0% | 0.059% | |
| 5/14/2026 | Lido Advisors LLC | 77,825 | $7.21M | 0.0% | -17.7% | 0.023% | |
| 5/13/2026 | Cetera Investment Advisers | 488,913 | $45.32M | 0.0% | +5.0% | 0.144% | |
| 5/13/2026 | American Investment Services Inc. | 469,354 | $43.50M | 9.7% | -8.5% | 0.139% | |
| 5/13/2026 | Signature Equity Partners LLC | 792 | $73K | 0.0% | +810.3% | 0.000% | |
| 5/13/2026 | Alpha Financial Partners LLC | 7,591 | $704K | 0.4% | -7.0% | 0.002% | |
| 5/13/2026 | Summitas Investment Management LLC | 219,654 | $20.36M | 16.0% | N/A | 0.065% | |
| 5/12/2026 | Fortis Capital Management LLC | 5,794 | $537K | 0.1% | N/A | 0.002% | |
| 5/12/2026 | CacheTech Inc. | 13,617 | $1.26M | 0.2% | +12.4% | 0.004% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 268 | $25K | 0.0% | +288.4% | 0.000% | |
| 5/8/2026 | CMC Financial Group | 6,400 | $593K | 1.2% | N/A | 0.002% | |
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| 5/8/2026 | HORAN Wealth LLC | 8,785 | $750K | 0.1% | N/A | 0.003% | |
| 5/8/2026 | Wilkerson Advisory Group LLC | 92,824 | $8.60M | 3.0% | -8.2% | 0.027% | |
| 5/8/2026 | Glenview Trust Co | 88,275 | $8.18M | 0.1% | +2.4% | 0.026% | |
| 5/8/2026 | One Charles Private Wealth Services LLC | 25,210 | $2.34M | 0.6% | -2.9% | 0.007% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 3,328,360 | $308.51M | 6.6% | -1.4% | 0.983% | |
| 5/8/2026 | Element Pointe Advisors LLC | 93,799 | $8.69M | 1.6% | +1.2% | 0.028% | |
| 5/7/2026 | Florida Financial Advisors LLC | 12,531 | $1.16M | 0.3% | +32.6% | 0.004% | |
| 5/7/2026 | Paul R. Ried Financial Group LLC | 32,655 | $3.03M | 1.4% | -16.9% | 0.010% | |
| 5/7/2026 | Basepoint Wealth LLC | 648 | $60K | 0.0% | N/A | 0.000% | |
| 5/7/2026 | Continuum Wealth Advisors LLC | 254,653 | $23.60M | 9.8% | -8.1% | 0.075% | |