| 7/1/2026 | Confluence Investment Management LLC | 229,242 | $17.23M | 0.3% | +5.4% | 0.199% | |
| 6/22/2026 | Sapient Capital LLC | 4,786 | $336K | 0.0% | -2.8% | 0.004% | |
| 6/3/2026 | Parallel Advisors LLC | 8,240 | $579K | 0.0% | -4.3% | 0.007% | |
| 6/2/2026 | Blue Edge Capital LLC | 512,239 | $36.00M | 4.8% | +13.4% | 0.437% | |
| 5/19/2026 | Bank of America Corp DE | 7,579,128 | $532.59M | 0.0% | +95.0% | 6.467% | |
| 5/19/2026 | Strategic Investment Advisors MI | 1,613 | $113K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | Ashton Thomas Securities LLC | 6,752 | $474K | 0.1% | N/A | 0.006% | |
| 5/19/2026 | Arkadios Wealth Advisors | 22,772 | $1.60M | 0.0% | +13.3% | 0.019% | |
| 5/18/2026 | Sunbelt Securities Inc. | 18,504 | $1.30M | 0.1% | +19.2% | 0.016% | |
| 5/18/2026 | Amundi | 155,915 | $10.96M | 0.0% | +16.0% | 0.133% | |
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| 5/18/2026 | Royal Bank of Canada | 1,229,530 | $86.40M | 0.0% | +53.7% | 1.049% | |
| 5/16/2026 | Ashford Capital Management Inc. | 108,972 | $7.66M | 0.9% | +7.0% | 0.093% | |
| 5/16/2026 | Quantinno Capital Management LP | 29,009 | $2.04M | 0.0% | +149.6% | 0.025% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 2,189 | $154K | 0.0% | -7.8% | 0.002% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 13,342 | $938K | 0.0% | N/A | 0.011% | |
| 5/15/2026 | Waverly Advisors LLC | 66,679 | $4.69M | 0.0% | +84.4% | 0.057% | |
| 5/14/2026 | Renaissance Technologies LLC | 9,000 | $632K | 0.0% | N/A | 0.008% | |
| 5/14/2026 | Pennington Partners & CO. LLC | 8,037 | $565K | 0.2% | +46.3% | 0.007% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 3,997 | $281K | 0.0% | +34.0% | 0.003% | |
| 5/14/2026 | Bank of Nova Scotia | 29,355 | $2.06M | 0.0% | N/A | 0.025% | |
| 5/14/2026 | Lido Advisors LLC | 54,469 | $3.83M | 0.0% | -2.5% | 0.046% | |
| 5/13/2026 | Cetera Investment Advisers | 940,191 | $66.07M | 0.1% | +5.6% | 0.802% | |
| 5/13/2026 | CI Investments Inc. | 3,549,159 | $249.40M | 1.2% | -6.4% | 3.028% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 98,398 | $6.91M | 0.0% | +160.3% | 0.084% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 5,348 | $376K | 0.0% | -3.7% | 0.005% | |
| 5/7/2026 | Balefire LLC | 22,857 | $1.61M | 0.3% | +10.8% | 0.020% | |
| 5/7/2026 | Parallel Advisors LLC | 8,240 | $579K | 0.0% | -4.3% | 0.007% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 1,738 | $129K | 0.0% | +232.3% | 0.001% | |
| 5/6/2026 | Assetmark Inc. | 2,380,720 | $167.29M | 0.3% | +26.7% | 2.031% | |
| 5/6/2026 | Bessemer Group Inc. | 58,097 | $4.08M | 0.0% | +44.2% | 0.050% | |
| 5/5/2026 | Quartz Partners LLC | 73,362 | $5.16M | 2.0% | +6.4% | 0.063% | |
| 5/5/2026 | Wealthfront Advisers LLC | 50,756 | $3.57M | 0.0% | +41.1% | 0.043% | |
| 5/5/2026 | Bank of New York Mellon Corp | 24,996 | $1.76M | 0.0% | +209.7% | 0.021% | |
| 5/5/2026 | Meridian Management Co. | 124,476 | $8.75M | 2.2% | -0.2% | 0.106% | |
| 5/5/2026 | Sanctuary Advisors LLC | 150,217 | $10.56M | 0.1% | +93.5% | 0.128% | |
| 5/5/2026 | Sigma Planning Corp | 7,659 | $538K | 0.0% | +20.0% | 0.007% | |
| 5/5/2026 | Wealthgarden F.S. LLC | 16,103 | $1.13M | 0.8% | -7.8% | 0.014% | |
| 5/4/2026 | AMG National Trust Bank | 64,441 | $4.53M | 0.1% | +12.5% | 0.055% | |
| 5/4/2026 | Retirement Planning Group LLC | 3,572 | $251K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Y.D. More Investments Ltd | 684 | $48K | 0.0% | -30.5% | 0.001% | |
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| 5/2/2026 | Global Assets Advisory LLC | 1,053 | $74K | 0.0% | N/A | 0.001% | |
| 5/1/2026 | Fifth Third Bancorp | 32,748 | $2.30M | 0.0% | N/A | 0.028% | |
| 5/1/2026 | Simplicity Wealth LLC | 17,663 | $1.24M | 0.1% | +278.8% | 0.015% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 70,008 | $4.92M | 0.0% | -12.5% | 0.060% | |
| 4/30/2026 | Hsbc Holdings PLC | 24,431 | $1.72M | 0.0% | -73.2% | 0.021% | |
| 4/30/2026 | Kestra Advisory Services LLC | 19,384 | $1.36M | 0.0% | +15.1% | 0.017% | |
| 4/30/2026 | ES4 LLC | 358,678 | $25.20M | 16.3% | -6.9% | 0.306% | |
| 4/29/2026 | Richmond Investment Services LLC | 3,128 | $220K | 0.0% | -17.1% | 0.003% | |
| 4/29/2026 | ORBA Wealth Advisors L.L.C. | 10,043 | $706K | 0.8% | -35.0% | 0.009% | |
| 4/28/2026 | Stephens Inc. AR | 33,764 | $2.37M | 0.0% | +74.4% | 0.028% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 25,135 | $1.77M | 0.2% | -7.1% | 0.021% | |
| 4/28/2026 | WBH Advisory Inc. | 84,547 | $6.03M | 0.5% | -12.4% | 0.071% | |
| 4/28/2026 | QRG Capital Management Inc. | 3,663 | $257K | 0.0% | N/A | 0.003% | |
| 4/27/2026 | HB Wealth Management LLC | 8,706 | $612K | 0.0% | +62.9% | 0.007% | |
| 4/27/2026 | World Investment Advisors | 51,350 | $3.61M | 0.1% | -27.1% | 0.043% | |
| 4/27/2026 | PAX Financial Group LLC | 27,770 | $1.95M | 0.3% | -6.2% | 0.023% | |
| 4/27/2026 | Private Advisor Group LLC | 96,321 | $6.77M | 0.0% | -22.7% | 0.081% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 6,005 | $422K | 0.0% | -72.1% | 0.005% | |
| 4/24/2026 | Syntax Research Inc. | 30,435 | $2.14M | 1.4% | -1.3% | 0.026% | |
| 4/24/2026 | Industrial Alliance Investment Management Inc. | 67,471 | $4.74M | 2.8% | -13.2% | 0.057% | |
| 4/23/2026 | SevenBridge Financial Group LLC | 4,281 | $318K | 0.1% | -4.4% | 0.004% | |
| 4/23/2026 | TRU Independence Asset Management 2 LLC | 36,142 | $2.54M | 1.6% | +3.0% | 0.030% | |
| 4/23/2026 | Apollon Wealth Management LLC | 7,812 | $549K | 0.0% | +4.4% | 0.007% | |
| 4/22/2026 | Patriot Financial Group Insurance Agency LLC | 2,936 | $206K | 0.0% | N/A | 0.002% | |
| 4/21/2026 | Maridea Wealth Management LLC | 3,451 | $243K | 0.0% | +21.8% | 0.003% | |
| 4/21/2026 | J2 Capital Management Inc | 9,202 | $647K | 0.4% | -52.7% | 0.008% | |
| 4/21/2026 | Penobscot Wealth Management | 33,337 | $2.34M | 0.7% | +6.1% | 0.028% | |
| 4/20/2026 | Ritholtz Wealth Management | 5,835 | $410K | 0.0% | N/A | 0.005% | |
| 4/20/2026 | Tanager Wealth Management LLP | 153,598 | $10.79M | 1.0% | +24.6% | 0.129% | |
| 4/20/2026 | Blue Trust Inc. | 6,183 | $434K | 0.0% | -8.6% | 0.005% | |
| 4/20/2026 | Consilium Wealth Advisory LLC | 113,490 | $7.98M | 2.7% | +2.5% | 0.096% | |
| 4/18/2026 | Guyasuta Investment Advisors Inc. | 4,886 | $343K | 0.0% | +19.9% | 0.004% | |
| 4/18/2026 | Presilium Private Wealth LLC | 12,831 | $902K | 0.2% | +8.3% | 0.011% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 4,545 | $319K | 0.0% | N/A | 0.004% | |
| 4/17/2026 | Viewpoint Capital Management LLC | 16,970 | $1.19M | 0.6% | +2.4% | 0.014% | |
| 4/16/2026 | Waystone Advisors LLC | 6,839 | $481K | 0.4% | N/A | 0.006% | |
| 3/20/2026 | Hsbc Holdings PLC | 91,177 | $6.47M | 0.0% | +737.4% | 0.091% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 98,634 | $7.00M | 0.0% | -49.8% | 0.098% | |
| 3/16/2026 | Osbon Capital Management LLC | 368 | $26K | 0.0% | N/A | 0.000% | |
| 3/13/2026 | World Investment Advisors | 70,457 | $5.00M | 0.1% | +300.1% | 0.070% | |
| 3/9/2026 | Corient Private Wealth LLC | 35,977 | $2.55M | 0.0% | +6.0% | 0.036% | |
| 3/6/2026 | Hsbc Holdings PLC | 91,177 | $6.47M | 0.0% | +737.4% | 0.091% | |
| 2/24/2026 | TRU Independence Asset Management 2 LLC | 35,085 | $2.49M | 1.6% | +34.5% | 0.035% | |
| 2/23/2026 | MV Capital Management Inc. | 466,488 | $33.11M | 3.2% | N/A | 0.464% | |
| 2/20/2026 | Larch Capital Partners LLC | 65,726 | $4.67M | 0.6% | N/A | 0.065% | |
| 2/20/2026 | Sunbelt Securities Inc. | 15,530 | $1.10M | 0.1% | +48.9% | 0.015% | |
| 2/19/2026 | Compound Planning Inc. | 7,291 | $518K | 0.0% | -7.6% | 0.007% | |
| 2/19/2026 | Corient Private Wealth LLC | 35,888 | $2.55M | 0.0% | +5.8% | 0.036% | |
| 2/19/2026 | Jacobs Equity LLC | 25,219 | $1.79M | 1.7% | N/A | 0.025% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 8,290 | $588K | 0.0% | -41.4% | 0.008% | |
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| 2/18/2026 | Beacon Pointe Advisors LLC | 28,080 | $1.99M | 0.0% | +30.7% | 0.028% | |
| 2/18/2026 | Coastal Bridge Advisors LLC | 26,273 | $1.87M | 0.1% | +7.3% | 0.026% | |
| 2/18/2026 | NewEdge Advisors LLC | 25,982 | $1.84M | 0.0% | -2.3% | 0.026% | |
| 2/18/2026 | Toronto Dominion Bank | 1,838 | $130K | 0.0% | N/A | 0.002% | |
| 2/18/2026 | Quadrature Capital Ltd | 17,480 | $1.24M | 0.0% | N/A | 0.017% | |
| 2/18/2026 | Palisade Capital Management LP | 195,914 | $13.91M | 0.4% | +6.9% | 0.195% | |
| 2/18/2026 | First Manhattan CO. LLC. | 41,614 | $2.95M | 0.0% | -1.2% | 0.041% | |
| 2/17/2026 | Pennington Partners & CO. LLC | 5,493 | $390K | 0.2% | +24.2% | 0.005% | |
| 2/17/2026 | Lazard Asset Management LLC | 1,840 | $131K | 0.0% | N/A | 0.002% | |
| 2/17/2026 | Cetera Investment Advisers | 890,060 | $63.18M | 0.1% | +7.9% | 0.886% | |