| 5/19/2026 | Bank of America Corp DE | 198,208 | $7.81M | 0.0% | +93.0% | 1.063% | |
| 5/18/2026 | Royal Bank of Canada | 5,247 | $207K | 0.0% | +16.7% | 0.028% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 98,879 | $3.90M | 0.0% | +60.4% | 0.530% | |
| 5/5/2026 | Sanctuary Advisors LLC | 21,055 | $829K | 0.0% | -5.8% | 0.113% | |
| 4/29/2026 | Richmond Investment Services LLC | 23,422 | $923K | 0.1% | N/A | 0.126% | |
| 4/23/2026 | Apollon Wealth Management LLC | 81,489 | $3.21M | 0.1% | -1.8% | 0.456% | |
| 4/21/2026 | Sugar Maple Asset Management LLC | 7,979 | $314K | 0.2% | -3.6% | 0.045% | |
| 4/15/2026 | Nations Financial Group Inc. IA ADV | 34,783 | $1.37M | 0.1% | +14.3% | 0.198% | |
| 2/18/2026 | IHT Wealth Management LLC | 267,602 | $11.98M | 0.3% | -4.3% | 1.853% | |
| 2/17/2026 | Greater Midwest Financial Group LLC | 324,961 | $14.55M | 8.1% | +3.6% | 2.250% | |
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| 2/17/2026 | Royal Bank of Canada | 4,498 | $201K | 0.0% | N/A | 0.031% | |
| 2/16/2026 | MML Investors Services LLC | 13,491 | $604K | 0.0% | +49.1% | 0.093% | |
| 2/16/2026 | Mariner LLC | 238,489 | $10.68M | 0.0% | +2.4% | 1.652% | |
| 2/13/2026 | Kestra Advisory Services LLC | 710 | $32K | 0.0% | N/A | 0.005% | |
| 2/13/2026 | Wells Fargo & Company MN | 90,546 | $4.05M | 0.0% | N/A | 0.627% | |
| 2/12/2026 | Jane Street Group LLC | 16,066 | $719K | 0.0% | +99.1% | 0.111% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 13,696 | $613K | 0.0% | N/A | 0.095% | |
| 2/12/2026 | Loomis Sayles & Co. L P | 7,373,272 | $330.03M | 0.4% | +1.0% | 51.061% | |
| 2/11/2026 | Legacy Capital Wealth Management LLC | 6,535 | $293K | 0.2% | N/A | 0.045% | |
| 2/11/2026 | Atlanta Consulting Group Advisors LLC | 24,636 | $1.10M | 0.2% | +38.0% | 0.171% | |
| 2/11/2026 | Cerity Partners LLC | 859,097 | $38.45M | 0.1% | +60.8% | 5.949% | |
| 2/11/2026 | LPL Financial LLC | 1,746,022 | $78.15M | 0.0% | +27.2% | 12.092% | |
| 2/10/2026 | IFG Advisory LLC | 47,658 | $2.13M | 0.1% | -7.9% | 0.330% | |
| 2/9/2026 | Huntington National Bank | 718 | $32K | 0.0% | N/A | 0.005% | |
| 2/6/2026 | Global Retirement Partners LLC | 16,750 | $750K | 0.0% | -3.8% | 0.116% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 61,660 | $2.76M | 0.0% | +77.7% | 0.427% | |
| 2/4/2026 | Drive Wealth Management LLC | 8,605 | $385K | 0.1% | N/A | 0.060% | |
| 2/3/2026 | MGO One Seven LLC | 9,002 | $403K | 0.0% | +12.8% | 0.062% | |
| 2/2/2026 | Truist Financial Corp | 13,987 | $626K | 0.0% | +33.2% | 0.097% | |
| 2/2/2026 | Independence Asset Advisors LLC | 26,250 | $1.18M | 0.6% | -14.1% | 0.182% | |
| 1/29/2026 | Sanctuary Advisors LLC | 22,360 | $1.00M | 0.0% | +6.7% | 0.156% | |
| 1/26/2026 | Nations Financial Group Inc. IA ADV | 30,438 | $1.36M | 0.1% | N/A | 0.213% | |
| 1/23/2026 | U.S. Capital Wealth Advisors LLC | 82,204 | $3.68M | 0.1% | -3.9% | 0.579% | |
| 1/21/2026 | Flagship Harbor Advisors LLC | 7,565 | $339K | 0.0% | N/A | 0.053% | |
| 1/20/2026 | Sugar Maple Asset Management LLC | 8,281 | $371K | 0.2% | N/A | 0.059% | |
| 1/13/2026 | Avaii Wealth Management LLC | 5,812 | $260K | 0.1% | +6.9% | 0.042% | |
| 1/12/2026 | DAVENPORT & Co LLC | 5,035 | $225K | 0.0% | N/A | 0.036% | |
| 11/20/2025 | Wilmington Savings Fund Society FSB | 1,600 | $71K | 0.0% | +166.7% | 0.012% | |
| 11/17/2025 | NewEdge Advisors LLC | 910 | $40K | 0.0% | N/A | 0.007% | |
| 11/17/2025 | Mariner LLC | 232,827 | $10.34M | 0.0% | N/A | 1.810% | |
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| 11/17/2025 | Bank of America Corp DE | 6,954 | $309K | 0.0% | N/A | 0.054% | |
| 11/17/2025 | Ameriprise Financial Inc. | 280,358 | $12.45M | 0.0% | +35.1% | 2.180% | |
| 11/14/2025 | Raymond James Financial Inc. | 959,353 | $42.61M | 0.0% | +996.0% | 7.460% | |
| 11/13/2025 | Resurgent Financial Advisors LLC | 5,067 | $225K | 0.1% | N/A | 0.039% | |
| 11/12/2025 | IFG Advisory LLC | 51,758 | $2.30M | 0.1% | +22.8% | 0.402% | |
| 11/10/2025 | MAI Capital Management | 228,054 | $10.13M | 0.1% | N/A | 1.773% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 34,708 | $1.54M | 0.0% | N/A | 0.270% | |
| 11/6/2025 | Stratos Wealth Partners LTD. | 25,943 | $1.15M | 0.0% | N/A | 0.202% | |
| 11/6/2025 | Gateway Wealth Partners LLC | 36,917 | $1.64M | 0.2% | N/A | 0.287% | |
| 11/5/2025 | Atlanta Consulting Group Advisors LLC | 17,856 | $793K | 0.2% | +91.1% | 0.139% | |
| 11/5/2025 | Greater Midwest Financial Group LLC | 313,754 | $13.93M | 9.0% | N/A | 2.442% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 45,210 | $2.01M | 0.0% | N/A | 0.352% | |
| 11/3/2025 | Independence Asset Advisors LLC | 30,542 | $1.36M | 0.6% | +25.7% | 0.238% | |
| 11/3/2025 | Truist Financial Corp | 10,502 | $466K | 0.0% | N/A | 0.082% | |
| 10/28/2025 | Wilmington Savings Fund Society FSB | 1,600 | $71K | 0.0% | +166.7% | 0.013% | |
| 10/24/2025 | MGO One Seven LLC | 7,978 | $354K | 0.0% | +32.3% | 0.063% | |
| 10/22/2025 | Cerity Partners LLC | 534,132 | $23.72M | 0.0% | N/A | 4.212% | |
| 10/21/2025 | Global Retirement Partners LLC | 17,414 | $773K | 0.0% | +8.4% | 0.138% | |
| 10/17/2025 | Apollon Wealth Management LLC | 83,020 | $3.69M | 0.1% | +15.4% | 0.660% | |
| 10/15/2025 | Private Trust Co. NA | 1,100 | $49K | 0.0% | +266.7% | 0.009% | |
| 10/9/2025 | U.S. Capital Wealth Advisors LLC | 85,526 | $3.80M | 0.1% | N/A | 0.691% | |
| 8/15/2025 | IHT Wealth Management LLC | 141,501 | $5.92M | 0.2% | N/A | 1.395% | |
| 8/14/2025 | Raymond James Financial Inc. | 87,529 | $3.66M | 0.0% | +598.3% | 0.863% | |
| 8/13/2025 | Flow Traders U.S. LLC | 18,762 | $785K | 0.0% | N/A | 0.185% | |
| 8/13/2025 | Loomis Sayles & Co. L P | 7,477,344 | $312.81M | 0.4% | -0.3% | 73.741% | |
| 8/12/2025 | Global Retirement Partners LLC | 16,064 | $672K | 0.0% | N/A | 0.158% | |
| 8/8/2025 | Atlanta Consulting Group Advisors LLC | 9,342 | $391K | 0.1% | N/A | 0.095% | |
| 8/4/2025 | IFG Advisory LLC | 42,158 | $1.76M | 0.1% | +326.1% | 0.428% | |
| 7/25/2025 | Priebe Wealth Holdings LLC | 37,665 | $1.58M | 1.4% | +50.5% | 0.383% | |
| 7/25/2025 | MGO One Seven LLC | 6,032 | $252K | 0.0% | N/A | 0.061% | |
| 7/25/2025 | Apollon Wealth Management LLC | 71,924 | $3.01M | 0.1% | N/A | 0.731% | |
| 7/15/2025 | Avaii Wealth Management LLC | 5,231 | $219K | 0.1% | N/A | 0.055% | |
| 5/19/2025 | Jane Street Group LLC | 6,454 | $224K | 0.0% | N/A | 0.070% | |
| 5/16/2025 | NewEdge Advisors LLC | 28,823 | $1M | 0.0% | -14.8% | 0.315% | |
| 5/8/2025 | IFG Advisory LLC | 9,895 | $343K | 0.0% | N/A | 0.108% | |
| 5/7/2025 | LPL Financial LLC | 875,406 | $30.39M | 0.0% | +2,086.8% | 9.578% | |
| 4/23/2025 | Independence Asset Advisors LLC | 24,292 | $843K | 2.7% | -12.6% | 0.272% | |
| 4/14/2025 | Priebe Wealth Holdings LLC | 25,025 | $869K | 0.5% | N/A | 0.281% | |
| 2/13/2025 | NewEdge Advisors LLC | 33,823 | $1.31M | 0.0% | N/A | 0.745% | |
| 2/12/2025 | Loomis Sayles & Co. L P | 7,418,427 | $288.13M | 31.1% | +3.3% | 163.401% | |
| 2/11/2025 | LPL Financial LLC | 40,031 | $1.56M | 0.0% | N/A | 0.882% | |
| 1/31/2025 | Global Retirement Partners LLC | 10,737 | $417K | 0.0% | -14.4% | 0.236% | |
| 1/30/2025 | Principal Securities Inc. | 5,222 | $203K | 0.0% | N/A | 0.115% | |
| 1/28/2025 | Independence Asset Advisors LLC | 27,791 | $1.09M | 5.0% | N/A | 0.612% | |
| 11/14/2024 | Flow Traders U.S. LLC | 5,700 | $202K | 0.0% | N/A | 0.126% | |
| 11/13/2024 | Loomis Sayles & Co. L P | 7,180,978 | $254.10M | 0.3% | +46.4% | 158.171% | |
| 5/14/2024 | Natixis Investment Managers LLC | 199,740 | $6.40M | 9.8% | N/A | 4.400% | |