| 6/2/2026 | Blue Edge Capital LLC | 147,650 | $11.30M | 1.5% | +13.9% | 0.476% | |
| 5/19/2026 | Bank of America Corp DE | 203,974 | $15.61M | 0.0% | +3.6% | 0.658% | |
| 5/18/2026 | Amundi | 105,514 | $8.07M | 0.0% | -0.6% | 0.340% | |
| 5/18/2026 | Royal Bank of Canada | 20,136 | $1.54M | 0.0% | -5.9% | 0.065% | |
| 5/16/2026 | Quantinno Capital Management LP | 19,202 | $1.47M | 0.0% | +12.6% | 0.062% | |
| 5/16/2026 | Lazard Asset Management LLC | 70,964 | $5.43M | 0.0% | -16.5% | 0.229% | |
| 5/15/2026 | Gateway Wealth Partners LLC | 6,052 | $463K | 0.0% | N/A | 0.020% | |
| 5/13/2026 | Cetera Investment Advisers | 403,499 | $30.87M | 0.0% | +1.1% | 1.302% | |
| 5/7/2026 | Valley Wealth Managers Inc. | 184,429 | $14.11M | 0.9% | +6.2% | 0.595% | |
| 5/6/2026 | Assetmark Inc. | 953,773 | $72.97M | 0.1% | -1.3% | 3.077% | |
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| 5/6/2026 | Bessemer Group Inc. | 428,615 | $32.79M | 0.1% | +11.3% | 1.383% | |
| 5/5/2026 | Wealthfront Advisers LLC | 4,139 | $317K | 0.0% | +43.6% | 0.013% | |
| 5/5/2026 | Mandatum Life Insurance Co Ltd | 230,602 | $17.64M | 4.0% | +8.8% | 0.744% | |
| 5/1/2026 | Fifth Third Bancorp | 381 | $29K | 0.0% | N/A | 0.001% | |
| 4/30/2026 | Kestra Advisory Services LLC | 5,891 | $451K | 0.0% | +55.5% | 0.019% | |
| 4/30/2026 | Greenwood Capital Associates LLC | 182,829 | $13.99M | 1.5% | +3.3% | 0.590% | |
| 4/29/2026 | ORBA Wealth Advisors L.L.C. | 7,497 | $574K | 0.7% | -32.9% | 0.024% | |
| 4/28/2026 | LVZ Inc. | 20,976 | $1.61M | 0.2% | -10.7% | 0.068% | |
| 4/27/2026 | World Investment Advisors | 2,936 | $225K | 0.0% | -15.9% | 0.009% | |
| 4/27/2026 | PAX Financial Group LLC | 21,972 | $1.68M | 0.3% | -7.6% | 0.071% | |
| 4/27/2026 | Private Advisor Group LLC | 4,716 | $361K | 0.0% | +5.5% | 0.015% | |
| 4/20/2026 | Global Financial Private Client LLC | 23,655 | $1.81M | 0.6% | +4.8% | 0.076% | |
| 4/20/2026 | Brian Low Financial Group LLC | 3,096 | $237K | 0.2% | -8.2% | 0.010% | |
| 4/20/2026 | Blue Trust Inc. | 6,127,905 | $468.85M | 5.4% | -3.2% | 19.767% | |
| 4/20/2026 | Brandywine Oak Private Wealth LLC | 9,027 | $691K | 0.1% | -3.9% | 0.029% | |
| 4/18/2026 | Guyasuta Investment Advisors Inc. | 4,905 | $375K | 0.0% | +20.3% | 0.016% | |
| 4/18/2026 | Presilium Private Wealth LLC | 28,655 | $2.19M | 0.4% | +1.4% | 0.092% | |
| 4/17/2026 | Signal Advisors Wealth LLC | 3,230 | $247K | 0.0% | N/A | 0.010% | |
| 4/17/2026 | Outlook Wealth Advisors LLC | 4,111 | $315K | 0.1% | N/A | 0.013% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 44,200 | $3.24M | 0.0% | +460.6% | 0.147% | |
| 3/13/2026 | World Investment Advisors | 3,491 | $256K | 0.0% | N/A | 0.012% | |
| 3/9/2026 | Corient Private Wealth LLC | 8,978 | $657K | 0.0% | -5.9% | 0.030% | |
| 2/19/2026 | Corient Private Wealth LLC | 8,978 | $657K | 0.0% | -5.9% | 0.030% | |
| 2/19/2026 | Jacobs Equity LLC | 16,895 | $1.24M | 1.2% | N/A | 0.056% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 7,521 | $551K | 0.0% | +1.9% | 0.025% | |
| 2/18/2026 | Vident Advisory LLC | 140,197 | $10.26M | 0.1% | -2.7% | 0.467% | |
| 2/18/2026 | NewEdge Advisors LLC | 4,997 | $366K | 0.0% | -7.6% | 0.017% | |
| 2/17/2026 | Lazard Asset Management LLC | 85,027 | $6.23M | 0.0% | -3.7% | 0.283% | |
| 2/17/2026 | Amundi | 106,136 | $7.77M | 0.0% | +20.8% | 0.354% | |
| 2/17/2026 | Osaic Holdings Inc. | 125,728 | $9.21M | 0.0% | -30.2% | 0.419% | |
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| 2/17/2026 | Captrust Financial Advisors | 4,053 | $297K | 0.0% | -3.5% | 0.014% | |
| 2/17/2026 | Royal Bank of Canada | 21,397 | $1.57M | 0.0% | -34.4% | 0.071% | |
| 2/16/2026 | MML Investors Services LLC | 8,985 | $658K | 0.0% | +20.3% | 0.030% | |
| 2/16/2026 | Financial Gravity Asset Management Inc. | 57,834 | $4.23M | 0.8% | +5.9% | 0.193% | |
| 2/16/2026 | ES4 LLC | 51,110 | $3.74M | 2.6% | N/A | 0.170% | |
| 2/16/2026 | Element Wealth LLC | 9,061 | $663K | 0.3% | +2.1% | 0.030% | |
| 2/16/2026 | Atlas Capital Advisors Inc. | 23,164 | $1.70M | 0.2% | N/A | 0.077% | |
| 2/13/2026 | Kestra Advisory Services LLC | 3,788 | $277K | 0.0% | +3.7% | 0.013% | |
| 2/13/2026 | Stifel Financial Corp | 558,045 | $40.85M | 0.0% | +2.5% | 1.860% | |
| 2/13/2026 | Morgan Stanley | 927,022 | $67.87M | 0.0% | +1.7% | 3.090% | |
| 2/13/2026 | Charles Schwab Investment Management Inc. | 912,522 | $66.81M | 0.0% | -3.3% | 3.042% | |
| 2/13/2026 | Vontobel Holding Ltd. | 19,612 | $1.44M | 0.0% | -2.6% | 0.065% | |
| 2/13/2026 | Wells Fargo & Company MN | 160,491 | $11.75M | 0.0% | +11.3% | 0.535% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 10,907 | $799K | 0.0% | +1.9% | 0.036% | |
| 2/12/2026 | CIBC Private Wealth Group LLC | 1,093 | $80K | 0.0% | -16.6% | 0.004% | |
| 2/11/2026 | Wellspring Financial Advisors LLC | 8,786 | $644K | 0.0% | +221.0% | 0.029% | |
| 2/11/2026 | LPL Financial LLC | 115,635 | $8.47M | 0.0% | +9.9% | 0.385% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 3,549 | $260K | 0.0% | +138.7% | 0.012% | |
| 2/11/2026 | JPMorgan Chase & Co. | 2,201,616 | $161.18M | 0.0% | +9.2% | 7.339% | |
| 2/11/2026 | Mandatum Life Insurance Co Ltd | 211,923 | $15.52M | 3.5% | +15.1% | 0.706% | |
| 2/10/2026 | Mccarter Private Wealth Services LLC | 18,319 | $1.34M | 0.6% | +123.3% | 0.061% | |
| 2/10/2026 | Elm Partners Management LLC | 489,530 | $35.84M | 1.6% | +3.4% | 1.632% | |
| 2/10/2026 | Garde Capital Inc. | 144,347 | $10.57M | 0.6% | +0.8% | 0.481% | |
| 2/9/2026 | Kingsview Wealth Management LLC | 84,537 | $6.19M | 0.1% | +5.9% | 0.282% | |
| 2/9/2026 | Millington Financial Advisors LLC | 29,264 | $2.34M | 1.0% | +4.5% | 0.098% | |
| 2/9/2026 | Smithfield Trust Co | 342,376 | $25.06M | 1.1% | -2.2% | 1.141% | |
| 2/6/2026 | HighTower Advisors LLC | 14,811 | $1.08M | 0.0% | +5.9% | 0.049% | |
| 2/5/2026 | Security National Bank | 5,431 | $398K | 0.1% | +82.8% | 0.018% | |
| 2/5/2026 | Northwestern Mutual Wealth Management Co. | 97,975 | $7.17M | 0.0% | +5,062.0% | 0.327% | |
| 2/5/2026 | PAX Financial Group LLC | 23,773 | $1.74M | 0.3% | -8.2% | 0.079% | |
| 2/5/2026 | Bessemer Group Inc. | 385,208 | $28.20M | 0.0% | +72.3% | 1.284% | |
| 2/5/2026 | Williams & Novak LLC | 9,365 | $686K | 0.5% | -13.0% | 0.031% | |
| 2/5/2026 | ORBA Wealth Advisors L.L.C. | 11,174 | $818K | 0.7% | +33.1% | 0.037% | |
| 2/4/2026 | Ameritas Advisory Services LLC | 15,381 | $1.13M | 0.0% | N/A | 0.051% | |
| 2/4/2026 | Valley Wealth Managers Inc. | 173,738 | $12.72M | 0.8% | +6.8% | 0.579% | |
| 2/4/2026 | Family Legacy Inc. | 24,607 | $1.80M | 0.5% | +2.2% | 0.082% | |
| 2/4/2026 | Dogwood Wealth Management LLC | 30,439 | $2.23M | 1.0% | -3.0% | 0.101% | |
| 2/3/2026 | Coston McIsaac & Partners | 507 | $37K | 0.0% | N/A | 0.002% | |
| 2/2/2026 | AlphaStar Capital Management LLC | 7,726 | $566K | 0.0% | -44.9% | 0.026% | |
| 2/2/2026 | LVZ Inc. | 23,480 | $1.72M | 0.2% | +45.7% | 0.078% | |
| 2/2/2026 | Cornerstone Planning Group LLC | 1,543 | $120K | 0.0% | N/A | 0.005% | |
| 2/2/2026 | Robertson Stephens Wealth Management LLC | 38,621 | $2.83M | 0.1% | -1.3% | 0.129% | |
| 2/2/2026 | GenTrust LLC | 135,687 | $9.93M | 0.4% | -0.6% | 0.452% | |
| 1/30/2026 | Activest Wealth Management | 601 | $44K | 0.0% | N/A | 0.002% | |
| 1/30/2026 | Wealthfront Advisers LLC | 2,883 | $211K | 0.0% | N/A | 0.010% | |
| 1/29/2026 | UBS Group AG | 166,222 | $12.17M | 0.0% | +87.5% | 0.554% | |
| 1/28/2026 | Arkansas Financial Group Inc. | 3,750 | $275K | 0.0% | +11.7% | 0.013% | |
| 1/27/2026 | Fortis Capital Advisors LLC | 6,360 | $466K | 0.1% | +48.7% | 0.021% | |
| 1/27/2026 | Global Financial Private Client LLC | 22,582 | $1.65M | 0.6% | +23.5% | 0.075% | |
| 1/26/2026 | Tanager Wealth Management LLP | 11,574 | $847K | 0.1% | +8.8% | 0.039% | |
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| 1/26/2026 | Inman Jager Wealth Management LLC | 12,557 | $919K | 0.6% | -11.0% | 0.042% | |
| 1/26/2026 | Greenwood Capital Associates LLC | 177,057 | $12.96M | 1.4% | +7.1% | 0.590% | |
| 1/26/2026 | CWM LLC | 20,091 | $1.47M | 0.0% | -31.4% | 0.067% | |
| 1/26/2026 | Invested Advisors | 8,414 | $616K | 0.6% | +123.9% | 0.028% | |
| 1/23/2026 | Roberts Financial Services LLC | 138,990 | $10.18M | 3.2% | +2.0% | 0.463% | |
| 1/23/2026 | Assetmark Inc. | 966,504 | $70.76M | 0.1% | +0.5% | 3.222% | |
| 1/21/2026 | Integris Wealth Management LLC | 77,956 | $5.71M | 1.3% | -0.8% | 0.260% | |
| 1/16/2026 | Perigon Wealth Management LLC | 70,763 | $5.18M | 0.1% | +1.3% | 0.236% | |
| 1/16/2026 | Blue Trust Inc. | 6,330,540 | $463.46M | 5.2% | -7.2% | 21.102% | |
| 1/15/2026 | Columbus Macro LLC | 86,838 | $6.36M | 0.7% | -0.2% | 0.289% | |