| 7/9/2026 | GoalVest Advisory LLC | 632,007 | $21.15M | 3.9% | +3.4% | 0.185% | |
| 7/8/2026 | Thurston Springer Miller Herd & Titak Inc. | 8,469 | $283K | 0.1% | +4.6% | 0.002% | |
| 7/6/2026 | Bulwark Capital Corp | 6,679 | $223K | 0.1% | -5.9% | 0.002% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 51,947 | $1.74M | 0.0% | -5.3% | 0.016% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 51,688 | $1.73M | 1.2% | +22.6% | 0.016% | |
| 5/19/2026 | Strategic Investment Advisors MI | 204,494 | $6.86M | 0.5% | +71.7% | 0.062% | |
| 5/19/2026 | Arkadios Wealth Advisors | 58,908 | $1.98M | 0.0% | N/A | 0.018% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 11,952 | $401K | 0.0% | +99.2% | 0.004% | |
| 5/14/2026 | RMG Wealth Management LLC | 877,133 | $29.37M | 3.5% | N/A | 0.267% | |
| 5/13/2026 | Dynamic Wealth Strategies LLC | 57,506 | $1.93M | 1.1% | +11.1% | 0.017% | |
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| 5/8/2026 | Wilkerson Advisory Group LLC | 81,857 | $2.75M | 0.9% | +8.3% | 0.025% | |
| 5/6/2026 | Bartlett & CO. Wealth Management LLC | 847,751 | $28.41M | 0.4% | +25.5% | 0.258% | |
| 5/6/2026 | Zhang Financial LLC | 29,670 | $995K | 0.0% | -27.8% | 0.009% | |
| 5/6/2026 | Centennial Bank AR | 79,360 | $2.66M | 1.0% | +21.0% | 0.024% | |
| 5/6/2026 | Cornerstone Planning Group LLC | 6,999 | $234K | 0.0% | -20.3% | 0.002% | |
| 5/5/2026 | Bank of New York Mellon Corp | 340,603 | $11.42M | 0.0% | +81.1% | 0.104% | |
| 5/4/2026 | Moment Partners LLC | 318,949 | $10.70M | 1.9% | N/A | 0.097% | |
| 5/1/2026 | Manning & Napier Advisors LLC | 628,376 | $21.08M | 0.3% | +320.9% | 0.191% | |
| 4/30/2026 | Winch Advisory Services LLC | 74,093 | $2.49M | 0.6% | +2.7% | 0.023% | |
| 4/30/2026 | Fidelity D & D Bancorp Inc. | 212,264 | $7.12M | 2.9% | +6.1% | 0.065% | |
| 4/30/2026 | Your Advocates Ltd. LLP | 682,626 | $22.90M | 7.0% | +9.0% | 0.208% | |
| 4/28/2026 | Appleton Partners Inc. MA | 340,815 | $11.43M | 0.8% | +11.5% | 0.104% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 19,277 | $645K | 0.0% | -13.0% | 0.006% | |
| 4/28/2026 | Whittier Trust Co. | 15,451 | $517K | 0.0% | -21.1% | 0.005% | |
| 4/28/2026 | NBT Bank N A NY | 16,776 | $563K | 0.0% | -1.9% | 0.005% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 387,212 | $12.99M | 0.0% | +11.6% | 0.119% | |
| 4/21/2026 | OLD Second National Bank of Aurora | 5,684 | $191K | 0.0% | +7.6% | 0.002% | |
| 4/21/2026 | Foster & Motley Inc. | 356,638 | $11.96M | 0.6% | +30.6% | 0.110% | |
| 4/21/2026 | Davidson Trust Co. | 43,085 | $1.45M | 0.6% | +6.0% | 0.013% | |
| 4/21/2026 | Payne Capital LLC | 91,565 | $3.07M | 2.8% | -6.3% | 0.028% | |
| 3/5/2026 | Gunpowder Capital Management LLC dba Oliver Wealth Management | 4,213 | $142K | 0.1% | N/A | 0.001% | |
| 2/18/2026 | IHT Wealth Management LLC | 47,205 | $1.60M | 0.0% | +488.2% | 0.015% | |
| 2/18/2026 | Centennial Bank AR | 65,600 | $2.22M | 0.9% | +6.0% | 0.021% | |
| 2/17/2026 | Advisory Services Network LLC | 143,357 | $4.85M | 0.1% | +18.1% | 0.045% | |
| 2/17/2026 | Captrust Financial Advisors | 23,160 | $783K | 0.0% | -5.3% | 0.007% | |
| 2/16/2026 | Financial Gravity Asset Management Inc. | 538,057 | $18.19M | 3.5% | +6.8% | 0.171% | |
| 2/13/2026 | Segall Bryant & Hamill LLC | 54,835 | $1.85M | 0.0% | -5.0% | 0.017% | |
| 2/13/2026 | Wilkerson Advisory Group LLC | 75,603 | $2.56M | 0.9% | N/A | 0.024% | |
| 2/13/2026 | Carter Financial Group INC. | 10,578 | $358K | 0.2% | -6.5% | 0.003% | |
| 2/12/2026 | Rossby Financial LCC | 7,240 | $245K | 0.1% | -8.3% | 0.002% | |
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| 2/12/2026 | Stonebridge Capital Advisors LLC | 5,941 | $201K | 0.0% | N/A | 0.002% | |
| 2/12/2026 | Wayfinding Financial LLC | 18,710 | $632K | 0.3% | -93.1% | 0.006% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 346,907 | $11.73M | 0.0% | +1.7% | 0.110% | |
| 2/11/2026 | Alteri Wealth LLC | 9,872 | $334K | 0.1% | +6.0% | 0.003% | |
| 2/11/2026 | JPMorgan Chase & Co. | 109,240 | $3.69M | 0.0% | -86.2% | 0.035% | |
| 2/11/2026 | Nemes Rush Group LLC | 3,077 | $104K | 0.0% | N/A | 0.001% | |
| 2/11/2026 | Mascagni Wealth Management Inc. | 42,163 | $1.43M | 1.1% | +2.2% | 0.013% | |
| 2/10/2026 | Root Financial Partners LLC | 851 | $29K | 0.0% | -39.9% | 0.000% | |
| 2/10/2026 | Hilltop Partners LLC | 48,069 | $1.63M | 0.4% | +3.0% | 0.015% | |
| 2/10/2026 | Zhang Financial LLC | 41,122 | $1.39M | 0.1% | +3.1% | 0.013% | |
| 2/9/2026 | Fidelity D & D Bancorp Inc. | 200,139 | $6.77M | 2.9% | -9.0% | 0.063% | |
| 2/9/2026 | Fisher Asset Management LLC | 29,058 | $982K | 0.0% | -7.7% | 0.009% | |
| 2/6/2026 | Municipal Employees Retirement System of Michigan | 11,704,768 | $395.74M | 4.5% | -9.7% | 3.711% | |
| 2/6/2026 | Creative Financial Designs Inc. ADV | 2,284 | $77K | 0.0% | -47.0% | 0.001% | |
| 2/5/2026 | TD Private Client Wealth LLC | 65,979 | $2.23M | 0.0% | +7.1% | 0.021% | |
| 2/5/2026 | Elyxium Wealth LLC | 820 | $28K | 0.0% | N/A | 0.000% | |
| 2/5/2026 | 1620 Investment Advisors Inc. | 139,475 | $4.72M | 3.1% | +3.1% | 0.044% | |
| 2/4/2026 | American Family Investments Inc. | 8,695,000 | $293.98M | 10.6% | -9.5% | 2.734% | |
| 2/4/2026 | Community Bank N.A. | 36,854 | $1.25M | 0.1% | +1.0% | 0.012% | |
| 2/4/2026 | Dynamic Wealth Strategies LLC | 51,770 | $1.75M | 1.0% | -3.7% | 0.016% | |
| 2/3/2026 | Manning & Napier Advisors LLC | 149,279 | $5.05M | 0.1% | -7.8% | 0.047% | |
| 2/3/2026 | Climber Capital SA | 112,185 | $3.79M | 2.3% | N/A | 0.035% | |
| 2/3/2026 | Winch Advisory Services LLC | 72,170 | $2.44M | 0.5% | +6.4% | 0.023% | |
| 2/3/2026 | Crestwood Advisors Group LLC | 63,171 | $2.14M | 0.0% | +1.0% | 0.020% | |
| 2/2/2026 | Cornerstone Planning Group LLC | 8,781 | $298K | 0.0% | +26,509.1% | 0.003% | |
| 2/2/2026 | Horizon Investments LLC | 1,343 | $45K | 0.0% | N/A | 0.000% | |
| 2/2/2026 | Your Advocates Ltd. LLP | 625,977 | $21.16M | 6.9% | +0.9% | 0.197% | |
| 1/29/2026 | ST Germain D J Co. Inc. | 875,911 | $29.62M | 1.2% | +0.2% | 0.277% | |
| 1/29/2026 | True Link Financial Advisors LLC | 56,979 | $1.93M | 0.1% | -1.5% | 0.018% | |
| 1/28/2026 | Migdal Insurance & Financial Holdings Ltd. | 953,744 | $32.25M | 0.3% | +8.2% | 0.301% | |
| 1/27/2026 | Davidson Trust Co. | 40,648 | $1.37M | 0.6% | +16.2% | 0.013% | |
| 1/26/2026 | Whittier Trust Co. of Nevada Inc. | 22,148 | $750K | 0.0% | -24.4% | 0.007% | |
| 1/26/2026 | Whittier Trust Co. | 19,584 | $663K | 0.0% | -2.0% | 0.006% | |
| 1/26/2026 | Private Trust Co. NA | 92,781 | $3.14M | 0.3% | +10.8% | 0.029% | |
| 1/23/2026 | Farther Finance Advisors LLC | 181,611 | $6.14M | 0.1% | -6.3% | 0.058% | |
| 1/23/2026 | Curbstone Financial Management Corp | 13,000 | $440K | 0.1% | +5.7% | 0.004% | |
| 1/23/2026 | Fifth Third Securities Inc. | 26,732 | $904K | 0.1% | +1.5% | 0.009% | |
| 1/23/2026 | NBT Bank N A NY | 17,101 | $578K | 0.0% | -2.5% | 0.005% | |
| 1/22/2026 | Richardson Financial Services Inc. | 3,839 | $123K | 0.0% | -26.8% | 0.001% | |
| 1/22/2026 | Bartlett & CO. Wealth Management LLC | 675,373 | $22.83M | 0.3% | +19.4% | 0.215% | |
| 1/21/2026 | Crews Bank & Trust | 733,009 | $24.78M | 3.5% | +10.6% | 0.233% | |
| 1/21/2026 | Sound Income Strategies LLC | 13,075 | $442K | 0.0% | +1,696.0% | 0.004% | |
| 1/20/2026 | Thurston Springer Miller Herd & Titak Inc. | 7,464 | $252K | 0.1% | +1,369.3% | 0.002% | |
| 1/15/2026 | Burns Matteson Capital Management LLC | 269,322 | $9.11M | 2.8% | +59.9% | 0.082% | |
| 1/15/2026 | Foster & Motley Inc. | 273,163 | $9.24M | 0.5% | +31.1% | 0.084% | |
| 1/13/2026 | CoreCap Advisors LLC | 5,530 | $187K | 0.0% | -13.2% | 0.002% | |
| 1/12/2026 | Tilia Fiduciary Partners Inc. | 27,311 | $923K | 0.5% | +126.3% | 0.008% | |
| 1/12/2026 | Bulwark Capital Corp | 7,922 | $268K | 0.2% | -9.8% | 0.002% | |
| 1/9/2026 | Appleton Partners Inc. MA | 305,676 | $10.34M | 0.7% | +6.2% | 0.095% | |
| 1/7/2026 | MassMutual Private Wealth & Trust FSB | 27,934 | $944K | 0.0% | -6.5% | 0.009% | |
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| 1/5/2026 | GoalVest Advisory LLC | 612,998 | $20.73M | 4.0% | +7.9% | 0.188% | |
| 1/5/2026 | Rosenberg Matthew Hamilton | 28,373 | $959K | 0.2% | +61.8% | 0.009% | |
| 1/1/2026 | JPMorgan Chase & Co. | 792,394 | $26.85M | 0.0% | +381.8% | 0.251% | |
| 12/23/2025 | Triumph Capital Management | 835 | $28K | 0.0% | N/A | 0.000% | |
| 12/2/2025 | IFP Advisors Inc | 40,640 | $1.38M | 0.0% | +22.9% | 0.013% | |
| 11/17/2025 | NewEdge Advisors LLC | 72,405 | $2.45M | 0.0% | -10.0% | 0.023% | |
| 11/17/2025 | Triumph Capital Management | 835 | $28K | 0.0% | N/A | 0.000% | |
| 11/17/2025 | Integrated Wealth Concepts LLC | 154,693 | $5.24M | 0.0% | +3.5% | 0.049% | |
| 11/17/2025 | Community Bank N.A. | 36,494 | $1.24M | 0.1% | -3.3% | 0.012% | |
| 11/17/2025 | BNP Paribas | 20,077 | $680K | 0.0% | +4.4% | 0.006% | |