| 8/15/2025 | Captrust Financial Advisors | 457,575 | $10.70M | 0.0% | +15.0% | 0.715% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 90,273 | $2.21M | 0.0% | -58.5% | 0.141% | |
| 8/15/2025 | EP Wealth Advisors LLC | 9,404 | $220K | 0.0% | -4.9% | 0.015% | |
| 8/15/2025 | Bank of America Corp DE | 1,987,172 | $46.48M | 0.0% | -4.3% | 3.105% | |
| 8/15/2025 | Ameriprise Financial Inc. | 2,350,046 | $54.97M | 0.0% | +8.1% | 3.672% | |
| 8/14/2025 | Jane Street Group LLC | 75,627 | $1.77M | 0.0% | -65.3% | 0.118% | |
| 8/14/2025 | Raymond James Financial Inc. | 257,387 | $6.02M | 0.0% | +6.8% | 0.402% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 3,641 | $85K | 0.0% | -30.2% | 0.006% | |
| 8/14/2025 | Daiwa Securities Group Inc. | 935,500 | $21.88M | 0.1% | +22.2% | 1.462% | |
| 8/14/2025 | Cerity Partners LLC | 38,515 | $901K | 0.0% | +2.5% | 0.060% | |
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| 8/13/2025 | Quantum Portfolio Management LLC | 91,016 | $2.13M | 1.0% | +130.1% | 0.142% | |
| 8/13/2025 | Marshall Wace LLP | 225,495 | $5.27M | 0.0% | +1,107.8% | 0.352% | |
| 8/13/2025 | Baird Financial Group Inc. | 199,913 | $4.68M | 0.0% | +2.4% | 0.312% | |
| 8/13/2025 | Invesco Ltd. | 1,358,402 | $31.77M | 0.0% | +11.2% | 2.123% | |
| 8/13/2025 | VestGen Advisors LLC | 26,771 | $626K | 0.0% | N/A | 0.042% | |
| 8/13/2025 | Lido Advisors LLC | 10,643 | $249K | 0.0% | +9.6% | 0.017% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 31,982 | $748K | 0.0% | -1.3% | 0.050% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 17,598 | $412K | 0.0% | +806.2% | 0.027% | |
| 8/12/2025 | Charles Schwab Investment Management Inc. | 25,095,530 | $586.98M | 0.1% | +9.7% | 39.212% | |
| 8/12/2025 | AlphaCore Capital LLC | 12,930 | $302K | 0.0% | +1,244.1% | 0.020% | |
| 8/12/2025 | MAI Capital Management | 3,308 | $77K | 0.0% | -30.3% | 0.005% | |
| 8/12/2025 | JPMorgan Chase & Co. | 40,516 | $948K | 0.0% | +7.0% | 0.063% | |
| 8/11/2025 | Rothschild Investment LLC | 175,159 | $4.10M | 0.3% | +1.0% | 0.274% | |
| 8/8/2025 | Itau Unibanco Holding S.A. | 2,925,998 | $68.44M | 2.4% | N/A | 4.572% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 80,754 | $1.89M | 0.0% | -3.5% | 0.126% | |
| 8/8/2025 | Cetera Investment Advisers | 15,580 | $364K | 0.0% | +19.5% | 0.024% | |
| 8/8/2025 | Austin Wealth Management LLC | 12,385 | $293K | 0.1% | +20.6% | 0.019% | |
| 8/6/2025 | Atlas Legacy Advisors LLC | 212,495 | $4.97M | 1.1% | +49.4% | 0.332% | |
| 8/6/2025 | Golden State Wealth Management LLC | 8,535 | $200K | 0.0% | +67.1% | 0.013% | |
| 8/5/2025 | Bank of New York Mellon Corp | 841,638 | $19.69M | 0.0% | -2.4% | 1.315% | |
| 8/5/2025 | Freestone Capital Holdings LLC | 10,655 | $249K | 0.0% | -12.2% | 0.017% | |
| 8/5/2025 | Bank of Montreal Can | 5,682 | $133K | 0.0% | +49.9% | 0.009% | |
| 8/4/2025 | Virtus Family Office LLC | 140,030 | $3.28M | 4.2% | N/A | 0.219% | |
| 8/1/2025 | Ashton Thomas Private Wealth LLC | 35,082 | $821K | 0.0% | +2.2% | 0.055% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 105,259 | $2.46M | 0.0% | -8.7% | 0.164% | |
| 7/31/2025 | Wealthfront Advisers LLC | 23,679 | $554K | 0.0% | -19.9% | 0.037% | |
| 7/31/2025 | Brighton Jones LLC | 9,305 | $218K | 0.0% | -8.4% | 0.015% | |
| 7/31/2025 | Trademark Financial Management LLC | 37,307 | $873K | 0.5% | +7.4% | 0.058% | |
| 7/30/2025 | Crewe Advisors LLC | 2,256 | $53K | 0.0% | +71.4% | 0.004% | |
| 7/29/2025 | Cidel Asset Management Inc. | 550,560 | $12.88M | 0.8% | +6.2% | 0.860% | |
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| 7/29/2025 | Foster & Motley Inc. | 155,611 | $3.64M | 0.2% | -6.6% | 0.243% | |
| 7/28/2025 | Aries Wealth Management | 204,934 | $4.79M | 1.3% | -1.8% | 0.320% | |
| 7/28/2025 | Revolve Wealth Partners LLC | 18,217 | $426K | 0.1% | -7.6% | 0.028% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 50,614 | $1.18M | 0.0% | -3.9% | 0.079% | |
| 7/25/2025 | Apollon Wealth Management LLC | 21,512 | $503K | 0.0% | -14.8% | 0.034% | |
| 7/24/2025 | Lmcg Investments LLC | 103,445 | $2.42M | 0.2% | +32.1% | 0.162% | |
| 7/24/2025 | IFP Advisors Inc | 16,746 | $392K | 0.0% | +17.8% | 0.026% | |
| 7/23/2025 | RMG Wealth Management LLC | 1,705 | $41K | 0.0% | N/A | 0.003% | |
| 7/22/2025 | DAVENPORT & Co LLC | 24,910 | $583K | 0.0% | -18.0% | 0.039% | |
| 7/22/2025 | Three Bridge Wealth Advisors LLC | 8,643 | $202K | 0.1% | N/A | 0.014% | |
| 7/21/2025 | Ameritas Advisory Services LLC | 2,015 | $47K | 0.0% | N/A | 0.003% | |
| 7/18/2025 | SigFig Wealth Management LLC | 117,452 | $2.75M | 0.1% | +18.6% | 0.184% | |
| 7/17/2025 | KWB Wealth | 88,509 | $1.92M | 0.2% | -20.2% | 0.138% | |
| 7/17/2025 | Charles Schwab Trust Co | 78,742 | $1.84M | 0.1% | +6.0% | 0.123% | |
| 7/16/2025 | Prairiewood Capital LLC | 22,506 | $526K | 0.2% | -2.6% | 0.035% | |
| 7/16/2025 | ORG Partners LLC | 54,017 | $1.27M | 0.3% | N/A | 0.084% | |
| 7/16/2025 | One Plus One Wealth Management LLC | 176,174 | $4.12M | 2.2% | +80.7% | 0.275% | |
| 7/16/2025 | Kathmere Capital Management LLC | 116,415 | $2.72M | 0.2% | -0.9% | 0.182% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 135,762 | $3.22M | 0.0% | -53.5% | 0.212% | |
| 7/9/2025 | Breakwater Capital Group | 9,074 | $212K | 0.0% | N/A | 0.014% | |
| 7/9/2025 | MassMutual Private Wealth & Trust FSB | 47,306 | $1.11M | 0.0% | +22.4% | 0.074% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 1,719 | $37K | 0.0% | N/A | 0.003% | |
| 5/20/2025 | Focus Partners Wealth | 83,326 | $1.81M | 0.0% | N/A | 0.142% | |
| 5/19/2025 | Jane Street Group LLC | 218,040 | $4.74M | 0.0% | N/A | 0.371% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 34,338 | $747K | 0.0% | N/A | 0.058% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,684 | $37K | 0.0% | -60.2% | 0.003% | |
| 5/16/2025 | NewEdge Advisors LLC | 50,475 | $1.10M | 0.0% | +2.8% | 0.086% | |
| 5/15/2025 | Royal Bank of Canada | 385,081 | $8.37M | 0.0% | +38.5% | 0.655% | |
| 5/15/2025 | Baird Financial Group Inc. | 195,201 | $4.24M | 0.0% | +0.3% | 0.332% | |
| 5/15/2025 | OLD Mission Capital LLC | 60,948 | $1.33M | 0.0% | -89.7% | 0.104% | |
| 5/14/2025 | Ieq Capital LLC | 22,096 | $480K | 0.0% | N/A | 0.038% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 32,412 | $705K | 0.0% | +4.7% | 0.055% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,173,267 | $47.25M | 0.0% | -2.0% | 3.699% | |
| 5/13/2025 | Raymond James Financial Inc. | 241,099 | $5.24M | 0.0% | +8.9% | 0.410% | |
| 5/13/2025 | HighTower Advisors LLC | 576,365 | $12.53M | 0.0% | +4.2% | 0.981% | |
| 5/12/2025 | Invesco Ltd. | 1,221,951 | $26.57M | 0.0% | +68.6% | 2.080% | |
| 5/12/2025 | Townsquare Capital LLC | 58,473 | $1.27M | 0.0% | -7.5% | 0.100% | |
| 5/9/2025 | Charles Schwab Investment Management Inc. | 22,879,711 | $497.41M | 0.1% | -4.9% | 38.944% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 4,556 | $99K | 0.0% | -24.8% | 0.008% | |
| 5/8/2025 | US Bancorp DE | 1,842 | $40K | 0.0% | -21.1% | 0.003% | |
| 5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 9,845 | $214K | 0.0% | -20.0% | 0.017% | |
| 5/8/2025 | Foster & Motley Inc. | 166,650 | $3.62M | 0.2% | -5.2% | 0.284% | |
| 5/8/2025 | NorthRock Partners LLC | 2,087 | $45K | 0.0% | N/A | 0.004% | |
| 5/7/2025 | Maridea Wealth Management LLC | 10,347 | $225K | 0.1% | N/A | 0.018% | |
| 5/7/2025 | Atlas Legacy Advisors LLC | 142,214 | $3.14M | 0.8% | -71.7% | 0.242% | |
| 5/7/2025 | LPL Financial LLC | 1,007,690 | $21.91M | 0.0% | +14.5% | 1.715% | |
| 5/7/2025 | Drive Wealth Management LLC | 65,829 | $1.43M | 0.3% | -7.6% | 0.114% | |
| 5/6/2025 | Cetera Investment Advisers | 13,033 | $283K | 0.0% | N/A | 0.022% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 83,664 | $1.82M | 0.0% | +23.8% | 0.144% | |
| 5/5/2025 | IFP Advisors Inc | 14,216 | $309K | 0.0% | +85.6% | 0.025% | |
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| 5/5/2025 | Private Advisor Group LLC | 56,056 | $1.22M | 0.0% | +19.5% | 0.097% | |
| 5/2/2025 | Wealthfront Advisers LLC | 29,559 | $643K | 0.0% | -6.9% | 0.051% | |
| 5/1/2025 | Westmount Partners LLC | 20,107 | $437K | 0.1% | N/A | 0.035% | |
| 5/1/2025 | Kathmere Capital Management LLC | 117,499 | $2.55M | 0.2% | -3.3% | 0.203% | |
| 4/30/2025 | Crossmark Global Holdings Inc. | 88,586 | $1.93M | 0.0% | N/A | 0.153% | |
| 4/29/2025 | Fairway Wealth LLC | 2,096 | $46K | 0.0% | N/A | 0.004% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 115,333 | $2.51M | 0.0% | -13.8% | 0.199% | |
| 4/29/2025 | Bank of New York Mellon Corp | 862,457 | $18.75M | 0.0% | -29.3% | 1.488% | |
| 4/29/2025 | Onyx Bridge Wealth Group LLC | 17,078 | $371K | 0.1% | -4.7% | 0.029% | |
| 4/28/2025 | Private Trust Co. NA | 1,750 | $38K | 0.0% | +629.2% | 0.003% | |
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