| 7/2/2026 | Burkett Financial Services LLC | 59,396 | $1.65M | 0.5% | -10.6% | 0.002% | |
| 7/2/2026 | Frisco Financial Planning LLC | 60,586 | $1.68M | 1.3% | +7.4% | 0.003% | |
| 7/2/2026 | Versant Capital Management Inc | 32,091 | $889K | 0.1% | -2.9% | 0.001% | |
| 7/2/2026 | Collective Family Office LLC | 17,171 | $476K | 0.1% | +7.9% | 0.001% | |
| 7/2/2026 | CX Institutional | 11,437 | $317K | 0.0% | -97.1% | 0.000% | |
| 7/1/2026 | Beacon Wealthcare LLC | 171,168 | $4.74M | 1.5% | -0.5% | 0.007% | |
| 7/1/2026 | Global Wealth Strategies & Associates | 11,757 | $326K | 0.1% | -4.3% | 0.000% | |
| 6/23/2026 | Ballast Advisors LLC | 1,212,048 | $30.00M | 8.7% | -0.9% | 0.051% | |
| 6/22/2026 | Sapient Capital LLC | 17,289 | $428K | 0.0% | -3.6% | 0.001% | |
| 6/18/2026 | Western Wealth Management LLC | 29,310 | $725K | 0.0% | N/A | 0.001% | |
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| 6/16/2026 | Steelhead Wealth Management LLC | 20,412 | $505K | 0.3% | N/A | 0.001% | |
| 6/16/2026 | Empowered Funds LLC | 35,257 | $873K | 0.0% | -6.3% | 0.001% | |
| 6/11/2026 | LFG Wealth Partners LLC | 13,026 | $322K | 0.2% | N/A | 0.001% | |
| 6/10/2026 | Curry Webb Wealth Management LLC | 45,894 | $1.14M | 0.5% | N/A | 0.002% | |
| 6/10/2026 | FAS Wealth Partners Inc. | 65,831 | $1.63M | 0.1% | -8.9% | 0.003% | |
| 6/8/2026 | First National Bank of Mount Dora Trust Investment Services | 349,213 | $8.64M | 1.9% | -18.0% | 0.015% | |
| 6/8/2026 | Pine Valley Investments Ltd Liability Co | 26,970 | $668K | 0.0% | +19.0% | 0.001% | |
| 6/3/2026 | Stillwater Private Wealth LLC | 8,621 | $213K | 0.2% | N/A | 0.000% | |
| 6/3/2026 | DV Trading LLC | 50,800 | $1.26M | 0.0% | -10.7% | 0.002% | |
| 6/3/2026 | Parallel Advisors LLC | 365,532 | $9.05M | 0.2% | +6.8% | 0.015% | |
| 6/3/2026 | NewEdge Advisors LLC | 954,146 | $23.62M | 0.1% | -2.3% | 0.040% | |
| 6/1/2026 | Foguth Wealth Management LLC. | 17,138 | $424K | 0.1% | -8.2% | 0.001% | |
| 6/1/2026 | Financial Solutions Advisory Group Inc. | 200,579 | $4.96M | 0.7% | N/A | 0.008% | |
| 6/1/2026 | Keel Point LLC | 57,438 | $1.42M | 0.1% | -0.7% | 0.002% | |
| 5/29/2026 | Asset Dedication LLC | 74,588 | $1.85M | 0.1% | +27.3% | 0.003% | |
| 5/27/2026 | Tenret Co LLC | 200,231 | $4.96M | 2.4% | -13.3% | 0.008% | |
| 5/27/2026 | Allen Capital Group LLC | 248,153 | $6.14M | 0.5% | +5.6% | 0.010% | |
| 5/26/2026 | Serenity Investment Advisors | 674,398 | $18.38M | 7.0% | +14.2% | 0.028% | |
| 5/26/2026 | Glenmede Trust Co. NA | 30,192 | $747K | 0.0% | -3.4% | 0.001% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 1,083,673 | $26.82M | 0.3% | -5.9% | 0.046% | |
| 5/21/2026 | Essential Partners LLC | 50,770 | $1.26M | 0.4% | +53.3% | 0.002% | |
| 5/21/2026 | J. Derek Lewis & Associates Inc. | 14,813 | $367K | 0.1% | -3.8% | 0.001% | |
| 5/21/2026 | JDM Financial Group LLC | 39,187 | $970K | 0.2% | +164.1% | 0.002% | |
| 5/20/2026 | SHUTTLEWORTH & Co | 162,183 | $4.01M | 3.6% | +31.2% | 0.007% | |
| 5/19/2026 | Western Wealth Management LLC | 29,310 | $725K | 0.0% | N/A | 0.001% | |
| 5/19/2026 | McIlrath & Eck LLC | 1,018,620 | $25.21M | 1.9% | +1.5% | 0.043% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 155,038 | $3.84M | 2.7% | +123.4% | 0.007% | |
| 5/19/2026 | Orographic Financial Advisors LLC | 45,789 | $1.13M | 0.8% | N/A | 0.002% | |
| 5/19/2026 | Bank of America Corp DE | 7,478,304 | $185.09M | 0.0% | +51.4% | 0.315% | |
| 5/19/2026 | Wilson & Boucher Capital Management LLC | 51,438 | $1.27M | 0.8% | +0.9% | 0.002% | |
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| 5/19/2026 | Vestwell Advisors LLC | 329,472 | $8.15M | 2.2% | -78.9% | 0.014% | |
| 5/19/2026 | Chesapeake Wealth Management | 402,899 | $9.97M | 3.1% | +0.8% | 0.017% | |
| 5/19/2026 | Centaurus Financial Inc. | 32,318 | $800K | 0.0% | +5.1% | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 466,253 | $11.54M | 0.2% | +57.9% | 0.020% | |
| 5/18/2026 | Sunbelt Securities Inc. | 30,992 | $767K | 0.0% | +10.6% | 0.001% | |
| 5/18/2026 | Constant Guidance Financial LLC | 9,618 | $238K | 0.2% | N/A | 0.000% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 41,432 | $1.03M | 0.0% | -13.0% | 0.002% | |
| 5/18/2026 | Royal Bank of Canada | 2,957,285 | $73.19M | 0.0% | -8.7% | 0.125% | |
| 5/18/2026 | Empowered Funds LLC | 35,257 | $873K | 0.0% | -6.3% | 0.001% | |
| 5/16/2026 | KCM Investment Advisors LLC | 36,185 | $896K | 0.0% | +47.3% | 0.002% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 2,688 | $67K | 0.0% | +16.5% | 0.000% | |
| 5/16/2026 | Quantinno Capital Management LP | 856,903 | $21.21M | 0.0% | +32.1% | 0.036% | |
| 5/15/2026 | Intelligence Driven Advisers LLC | 91,849 | $2.27M | 0.4% | -57.5% | 0.004% | |
| 5/15/2026 | Northeast Financial Group Inc. | 811,818 | $20.10M | 5.0% | -10.9% | 0.034% | |
| 5/15/2026 | Everest Financial Group LLC | 24,400 | $604K | 0.1% | N/A | 0.001% | |
| 5/15/2026 | Windsor Advisory Group LLC | 183,632 | $4.55M | 3.8% | N/A | 0.008% | |
| 5/15/2026 | Waverly Advisors LLC | 2,560,398 | $63.37M | 0.5% | +82.0% | 0.108% | |
| 5/15/2026 | Vivaldi Capital Management LP | 506,326 | $12.53M | 1.7% | +0.6% | 0.021% | |
| 5/15/2026 | Bridgewater Advisors Inc. | 22,791 | $622K | 0.0% | -12.0% | 0.001% | |
| 5/14/2026 | Sentinel Advisory Group LLC | 674,993 | $16.71M | 8.1% | N/A | 0.028% | |
| 5/14/2026 | Renaissance Technologies LLC | 33,000 | $817K | 0.0% | -29.0% | 0.001% | |
| 5/14/2026 | Rockbridge Investment Management LCC | 263,382 | $6.52M | 0.6% | -1.0% | 0.011% | |
| 5/14/2026 | Pennington Partners & CO. LLC | 33,285 | $824K | 0.3% | +2.1% | 0.001% | |
| 5/14/2026 | GC Wealth Management RIA LLC | 100,843 | $2.50M | 0.1% | +63.7% | 0.004% | |
| 5/14/2026 | Compound Planning Inc. | 681,765 | $16.87M | 0.5% | -4.5% | 0.029% | |
| 5/14/2026 | Klingman & Associates LLC | 48,341 | $1.20M | 0.1% | -2.2% | 0.002% | |
| 5/14/2026 | Modern Wealth Management LLC | 2,188,851 | $55.03M | 0.9% | +0.1% | 0.092% | |
| 5/14/2026 | Sei Investments Co. | 75,546 | $1.87M | 0.0% | +6.2% | 0.003% | |
| 5/14/2026 | Ascension Capital Advisors Inc. | 717,988 | $17.77M | 5.6% | +4.6% | 0.030% | |
| 5/14/2026 | Lido Advisors LLC | 635,214 | $15.72M | 0.0% | -8.0% | 0.027% | |
| 5/14/2026 | Monograph Wealth Advisors LLC | 37,744 | $934K | 0.1% | +1.1% | 0.002% | |
| 5/13/2026 | Cetera Investment Advisers | 4,042,225 | $100.05M | 0.1% | +12.9% | 0.171% | |
| 5/13/2026 | Wealthspire Retirement LLC | 113,692 | $2.81M | 0.2% | +5.5% | 0.005% | |
| 5/13/2026 | Lavaca Capital LLC | 8,054 | $199K | 0.0% | -11.4% | 0.000% | |
| 5/13/2026 | Clearwater Capital Advisors LLC | 176,063 | $4.36M | 0.4% | +2.3% | 0.007% | |
| 5/13/2026 | Signature Equity Partners LLC | 2,088 | $52K | 0.0% | -26.5% | 0.000% | |
| 5/13/2026 | NewEdge Wealth LLC | 49,107 | $1.22M | 0.0% | +25.0% | 0.002% | |
| 5/13/2026 | Alesco Advisors LLC An ESL Co | 29,099 | $720K | 0.0% | -3.2% | 0.001% | |
| 5/13/2026 | First Trust Advisors LP | 30,927 | $765K | 0.0% | +26.1% | 0.001% | |
| 5/12/2026 | Phillip James Consulting Co. | 5,590 | $138K | 0.1% | N/A | 0.000% | |
| 5/12/2026 | Fortis Capital Management LLC | 272,642 | $6.75M | 0.7% | +10.5% | 0.012% | |
| 5/12/2026 | Clal Insurance Enterprises Holdings Ltd | 4,062 | $101K | 0.0% | +32.9% | 0.000% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 116,909 | $2.89M | 0.0% | -1.2% | 0.005% | |
| 5/8/2026 | HORAN Wealth LLC | 255,678 | $6.29M | 0.6% | +98.2% | 0.011% | |
| 5/8/2026 | Burling Wealth Partners LLC | 19,312 | $478K | 0.1% | +12.6% | 0.001% | |
| 5/8/2026 | Summit Asset Management LLC | 1,618,896 | $40.07M | 5.6% | +1.7% | 0.068% | |
| 5/8/2026 | Summit Global Investments | 23,966 | $593K | 0.0% | N/A | 0.001% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 30,008 | $743K | 0.0% | N/A | 0.001% | |
| 5/8/2026 | JMG Financial Group Ltd. | 4,116,077 | $101.87M | 2.8% | -2.9% | 0.174% | |
| 5/7/2026 | Legacy Wealth Managment LLC ID | 10,476 | $259K | 0.1% | N/A | 0.000% | |
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| 5/7/2026 | Florida Financial Advisors LLC | 14,701 | $364K | 0.1% | +36.7% | 0.001% | |
| 5/7/2026 | Earned Wealth Advisors LLC | 45,400 | $1.12M | 0.1% | -6.7% | 0.002% | |
| 5/7/2026 | Grant Street Asset Management Inc. | 236,076 | $5.84M | 1.1% | +13.7% | 0.010% | |
| 5/7/2026 | Basepoint Wealth LLC | 24,704 | $611K | 0.3% | -20.7% | 0.001% | |
| 5/7/2026 | Cornerstone Advisors Asset Management LLC | 342,720 | $8.48M | 1.3% | +8.3% | 0.014% | |
| 5/7/2026 | Meeder Advisory Services Inc. | 42,292 | $1.05M | 0.0% | -14.1% | 0.002% | |
| 5/7/2026 | Human Investing LLC | 12,484 | $309K | 0.0% | +4.4% | 0.001% | |
| 5/7/2026 | NWK Group Inc. | 9,372 | $232K | 0.1% | +128.7% | 0.000% | |
| 5/7/2026 | Scarborough Advisors LLC | 2,624 | $65K | 0.0% | N/A | 0.000% | |
| 5/7/2026 | Parallel Advisors LLC | 365,532 | $9.05M | 0.2% | +6.8% | 0.015% | |