| 10/8/2026 | Apella Capital LLC | 12,437 | $569K | 0.0% | -9.8% | 0.048% | |
| 10/8/2026 | Avidian Wealth Enterprises LLC | 141,835 | $6.58M | 0.2% | N/A | 0.550% | |
| 10/7/2026 | First Community Trust NA | 900 | $42K | 0.0% | N/A | 0.003% | |
| 10/2/2026 | Boltwood Capital Management | 39,785 | $1.85M | 0.4% | +28.6% | 0.158% | |
| 9/23/2026 | Envestnet Asset Management Inc. | 652,424 | $32.12M | 0.0% | +81.9% | 2.589% | |
| 9/22/2026 | State Street Corp | 6,029,648 | $299.73M | 0.0% | -1.8% | 23.927% | |
| 9/9/2026 | Capstone Financial Advisors Inc. | 63,134 | $3.14M | 0.2% | -4.6% | 0.247% | |
| 9/9/2026 | Capital Analysts LLC | 12,080 | $556K | 0.0% | +1,648.2% | 0.047% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 9,697 | $446K | 0.0% | N/A | 0.038% | |
| 9/9/2026 | NewEdge Advisors LLC | 16,159 | $758K | 0.0% | +9,294.8% | 0.063% | |
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| 9/9/2026 | IFP Advisors Inc | 3,492 | $170K | 0.0% | +35.8% | 0.014% | |
| 9/9/2026 | Baird Financial Group Inc. | 9,169 | $456K | 0.0% | +3.9% | 0.036% | |
| 9/8/2026 | Allworth Financial LP | 725 | $34K | 0.0% | +262.5% | 0.003% | |
| 9/2/2026 | Brown Lisle Cummings Inc. | 676 | $34K | 0.0% | +1,008.2% | 0.003% | |
| 9/2/2026 | Citadel Advisors LLC | 17,068 | $784K | 0.0% | N/A | 0.067% | |
| 8/23/2026 | Hyundai Investments Co. Ltd. | 12,662 | $584K | 0.6% | N/A | 0.049% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 1,255 | $62K | 0.0% | N/A | 0.005% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 19,425 | $966K | 0.0% | +5.2% | 0.076% | |
| 8/21/2026 | Continuum Advisory LLC | 2,934 | $135K | 0.0% | N/A | 0.011% | |
| 8/21/2026 | XML Financial LLC | 15,076 | $749K | 0.1% | -4.2% | 0.059% | |
| 8/20/2026 | Rehmann Capital Advisory Group | 7,560 | $347K | 0.0% | N/A | 0.030% | |
| 8/20/2026 | Camelot Portfolios LLC | 8,149 | $405K | 0.3% | N/A | 0.032% | |
| 8/20/2026 | RPg Family Wealth Advisory LLC | 57,195 | $2.84M | 0.5% | N/A | 0.223% | |
| 8/20/2026 | Risk Paradigm Group LLC | 57,119 | $2.84M | 1.9% | N/A | 0.223% | |
| 7/10/2026 | Envision Financial LLC | 5,494 | $273K | 0.1% | -38.1% | 0.022% | |
| 7/10/2026 | JFS Wealth Advisors LLC | 94,538 | $4.70M | 0.2% | +2.9% | 0.376% | |
| 7/10/2026 | Fiduciary Financial Group LLC | 13,635 | $678K | 0.1% | -5.9% | 0.054% | |
| 7/10/2026 | FC Advisory LLC | 7,493 | $372K | 0.1% | +5.2% | 0.030% | |
| 7/8/2026 | Apella Capital LLC | 13,794 | $700K | 0.0% | -4.2% | 0.055% | |
| 7/8/2026 | Evanson Financial LLC | 6,467 | $321K | 0.0% | N/A | 0.026% | |
| 7/7/2026 | Addis & Hill Inc | 145,643 | $7.24M | 4.0% | -1.2% | 0.577% | |
| 7/7/2026 | CoreCap Advisors LLC | 2,577 | $128K | 0.0% | -8.1% | 0.010% | |
| 7/6/2026 | Sincerus Advisory LLC | 8,561 | $426K | 0.3% | +33.3% | 0.034% | |
| 7/6/2026 | Boltwood Capital Management | 30,925 | $1.54M | 0.4% | +8.8% | 0.122% | |
| 5/26/2026 | Glenmede Trust Co. NA | 749,029 | $34.28M | 0.2% | -1.7% | 3.008% | |
| 5/19/2026 | Bank of America Corp DE | 1,570,009 | $71.86M | 0.0% | +3.8% | 6.305% | |
| 5/18/2026 | Royal Bank of Canada | 54,767 | $2.51M | 0.0% | -0.4% | 0.220% | |
| 5/15/2026 | Matrix Private Capital Group LLC | 20,029 | $917K | 0.4% | N/A | 0.080% | |
| 5/13/2026 | Cetera Investment Advisers | 69,507 | $3.18M | 0.0% | +1.3% | 0.279% | |
| 5/7/2026 | White & Co Financial Planning Inc | 128,441 | $5.88M | 4.1% | +6.4% | 0.516% | |
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| 5/6/2026 | Modera Wealth Management LLC | 204,073 | $9.34M | 0.1% | -1.8% | 0.820% | |
| 5/5/2026 | Sanctuary Advisors LLC | 64,301 | $2.94M | 0.0% | +48.0% | 0.258% | |
| 5/4/2026 | Innealta Capital LLC | 9,064 | $415K | 0.3% | +2.8% | 0.036% | |
| 5/2/2026 | Valmark Advisers Inc. | 105,655 | $4.84M | 0.1% | +6.9% | 0.424% | |
| 5/1/2026 | Fifth Third Bancorp | 16,737 | $766K | 0.0% | +1.9% | 0.067% | |
| 5/1/2026 | Simplicity Wealth LLC | 38,617 | $1.77M | 0.1% | +27.5% | 0.155% | |
| 4/30/2026 | Hsbc Holdings PLC | 211,864 | $9.70M | 0.0% | -38.6% | 0.851% | |
| 4/30/2026 | Efficient Advisors LLC | 8,460 | $387K | 0.0% | -14.0% | 0.034% | |
| 4/30/2026 | PCB Capital LLC | 4,992 | $228K | 0.4% | +12.1% | 0.020% | |
| 4/29/2026 | Orin Green Financial LLC | 117,813 | $5.39M | 2.2% | -0.4% | 0.473% | |
| 4/29/2026 | ORBA Wealth Advisors L.L.C. | 15,207 | $696K | 0.8% | -17.7% | 0.061% | |
| 4/29/2026 | Integrated Advisors Network LLC | 6,372 | $292K | 0.0% | -13.0% | 0.026% | |
| 4/28/2026 | Walkner Condon Financial Advisors LLC | 4,466 | $204K | 0.0% | -5.6% | 0.018% | |
| 4/27/2026 | BIP Wealth LLC | 20,887 | $956K | 0.0% | -16.8% | 0.084% | |
| 4/23/2026 | Moss Adams Wealth Advisors LLC | 56,683 | $2.59M | 0.2% | -10.1% | 0.228% | |
| 4/22/2026 | Aspire Private Capital LLC | 19,726 | $903K | 0.2% | +2.5% | 0.079% | |
| 4/21/2026 | OLD National Bancorp IN | 13,303 | $609K | 0.0% | N/A | 0.053% | |
| 4/21/2026 | Hoge Financial Services LLC | 4,945 | $226K | 0.1% | -23.9% | 0.020% | |
| 4/20/2026 | Apella Capital LLC | 14,394 | $716K | 0.0% | -7.5% | 0.058% | |
| 4/17/2026 | Discipline Wealth Solutions LLC | 5,494 | $251K | 0.0% | +23.3% | 0.022% | |
| 4/17/2026 | XML Financial LLC | 15,732 | $720K | 0.1% | +4.1% | 0.063% | |
| 3/20/2026 | Hsbc Holdings PLC | 344,924 | $15.53M | 0.0% | -22.3% | 1.385% | |
| 3/6/2026 | Hsbc Holdings PLC | 344,924 | $15.53M | 0.0% | -22.3% | 1.385% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 2,476 | $111K | 0.1% | N/A | 0.010% | |
| 2/24/2026 | WLTH Capital Management LLC | 91,281 | $4.49M | 3.5% | N/A | 0.367% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 63,874 | $2.88M | 0.0% | -6.8% | 0.257% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 30,458 | $1.37M | 0.0% | +2.5% | 0.122% | |
| 2/18/2026 | EP Wealth Advisors LLC | 58,340 | $2.63M | 0.0% | N/A | 0.234% | |
| 2/18/2026 | SKY Mountain Capital Management Inc. | 4,706 | $217K | 0.1% | -46.1% | 0.019% | |
| 2/17/2026 | Integrated Advisors Network LLC | 7,324 | $330K | 0.0% | -6.5% | 0.029% | |
| 2/17/2026 | Cetera Investment Advisers | 68,611 | $3.09M | 0.0% | +4.3% | 0.276% | |
| 2/17/2026 | Osaic Holdings Inc. | 32,204 | $1.45M | 0.0% | +8.0% | 0.129% | |
| 2/17/2026 | Royal Bank of Canada | 54,991 | $2.48M | 0.0% | +4.3% | 0.221% | |
| 2/17/2026 | Blair William & Co. IL | 32,474 | $1.46M | 0.0% | +3.1% | 0.130% | |
| 2/16/2026 | MML Investors Services LLC | 94,933 | $4.27M | 0.0% | +7.1% | 0.381% | |
| 2/16/2026 | Mariner LLC | 309,715 | $13.94M | 0.0% | +0.7% | 1.244% | |
| 2/16/2026 | Nicolet Advisory Services LLC | 6,402 | $294K | 0.0% | -18.4% | 0.026% | |
| 2/16/2026 | Focus Partners Wealth | 62,635 | $2.82M | 0.0% | +0.9% | 0.252% | |
| 2/16/2026 | Arkos Global Advisors | 14,996 | $675K | 0.1% | -8.1% | 0.060% | |
| 2/16/2026 | Barclays PLC | 33,802 | $1.52M | 0.0% | -6.8% | 0.136% | |
| 2/13/2026 | Kestra Advisory Services LLC | 2,721 | $122K | 0.0% | N/A | 0.011% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 1,018 | $46K | 0.0% | +28.2% | 0.004% | |
| 2/13/2026 | State Street Corp | 6,356,395 | $286.17M | 0.0% | +2.8% | 25.528% | |
| 2/13/2026 | New England Private Wealth Advisors LLC | 26,008 | $1.17M | 0.1% | +1.1% | 0.104% | |
| 2/13/2026 | Wells Fargo & Company MN | 17,342 | $781K | 0.0% | +17.4% | 0.070% | |
| 2/12/2026 | Jane Street Group LLC | 24,203 | $1.09M | 0.0% | N/A | 0.097% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 21,754 | $979K | 0.0% | +10.3% | 0.087% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 8,454 | $381K | 0.0% | +19.7% | 0.034% | |
| 2/12/2026 | Columbia River Financial Group LLC | 33,895 | $1.53M | 0.9% | +3.0% | 0.136% | |
| 2/12/2026 | IFC & Insurance Marketing Inc. | 712 | $32K | 0.0% | N/A | 0.003% | |
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| 2/12/2026 | Steward Partners Investment Advisory LLC | 638 | $29K | 0.0% | -62.6% | 0.003% | |
| 2/11/2026 | Capital Analysts LLC | 1,587 | $71K | 0.0% | -13.6% | 0.006% | |
| 2/11/2026 | Brand Asset Management Group Inc. | 26,747 | $1.20M | 0.3% | +6.0% | 0.107% | |
| 2/11/2026 | Clarity Retirement & Wealth LLC | 6,886 | $310K | 0.3% | N/A | 0.028% | |
| 2/11/2026 | Cerity Partners LLC | 122,156 | $5.50M | 0.0% | -5.4% | 0.491% | |
| 2/11/2026 | LPL Financial LLC | 211,253 | $9.51M | 0.0% | +1.5% | 0.848% | |
| 2/11/2026 | OneAscent Financial Services LLC | 95,325 | $4.29M | 0.4% | +9.2% | 0.383% | |
| 2/11/2026 | J.W. Cole Advisors Inc. | 7,620 | $342K | 0.0% | +23.8% | 0.031% | |
| 2/10/2026 | Bank of New York Mellon Corp | 1,457,685 | $65.63M | 0.0% | +4.5% | 5.854% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 543,145 | $24.45M | 0.0% | -6.3% | 2.181% | |