| 7/2/2026 | Collective Family Office LLC | 15,802 | $1.40M | 0.3% | -1.0% | 0.005% | |
| 7/2/2026 | Stairway Partners LLC | 1,080,518 | $95.67M | 4.5% | +4.3% | 0.319% | |
| 7/1/2026 | Eastern Bank | 1,100 | $97K | 0.0% | N/A | 0.000% | |
| 6/25/2026 | Hamilton Wealth LLC | 3,137 | $259K | 0.0% | -52.5% | 0.001% | |
| 6/23/2026 | Ballast Advisors LLC | 730 | $60K | 0.0% | N/A | 0.000% | |
| 6/18/2026 | Western Wealth Management LLC | 18,246 | $1.50M | 0.1% | +479.1% | 0.005% | |
| 6/9/2026 | Rathbones Group PLC | 62,648 | $5.16M | 0.0% | -3.0% | 0.018% | |
| 6/3/2026 | DV Trading LLC | 7,597 | $626K | 0.0% | +1,247.0% | 0.002% | |
| 6/3/2026 | Parallel Advisors LLC | 18,951 | $1.56M | 0.0% | +7.3% | 0.005% | |
| 6/3/2026 | NewEdge Advisors LLC | 76,811 | $6.33M | 0.0% | -21.3% | 0.022% | |
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| 6/2/2026 | Optiver Holding B.V. | 4,000 | $330K | 0.0% | N/A | 0.001% | |
| 6/2/2026 | Blue Edge Capital LLC | 62,213 | $5.13M | 0.7% | +8.6% | 0.018% | |
| 5/26/2026 | Glenmede Trust Co. NA | 7,267 | $599K | 0.0% | +10.2% | 0.002% | |
| 5/21/2026 | Kensington Asset Management LLC | 34,830 | $2.87M | 0.1% | N/A | 0.010% | |
| 5/21/2026 | JDM Financial Group LLC | 312 | $26K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 18,246 | $1.50M | 0.1% | +479.1% | 0.005% | |
| 5/19/2026 | Mascagni Wealth Management Inc. | 9,112 | $751K | 0.5% | -49.7% | 0.003% | |
| 5/19/2026 | Bank of America Corp DE | 3,564,266 | $293.80M | 0.0% | +7.3% | 1.007% | |
| 5/19/2026 | Hamilton Wealth LLC | 9,411 | $776K | 0.1% | +42.5% | 0.003% | |
| 5/19/2026 | Centaurus Financial Inc. | 15,993 | $1.32M | 0.1% | +317.2% | 0.005% | |
| 5/19/2026 | Arkadios Wealth Advisors | 9,905 | $816K | 0.0% | +21.5% | 0.003% | |
| 5/18/2026 | Sunbelt Securities Inc. | 7,017 | $578K | 0.0% | +2.9% | 0.002% | |
| 5/18/2026 | Royal Bank of Canada | 1,095,461 | $90.30M | 0.0% | +0.7% | 0.310% | |
| 5/18/2026 | Empowered Funds LLC | 16,206 | $1.34M | 0.0% | -2.7% | 0.005% | |
| 5/18/2026 | Evelyn Partners Asset Management Ltd | 1,418 | $117K | 0.0% | -78.8% | 0.000% | |
| 5/18/2026 | Evelyn Partners Investment Management Europe Ltd | 3,833 | $316K | 0.1% | +18.5% | 0.001% | |
| 5/18/2026 | Evelyn Partners Investment Management LLP | 7,805 | $643K | 0.0% | +5.7% | 0.002% | |
| 5/18/2026 | Evercore Wealth Management LLC | 135,194 | $11.14M | 0.2% | +87.5% | 0.038% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 105,898 | $8.73M | 0.0% | -17.5% | 0.030% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 9,777 | $806K | 0.1% | +3.4% | 0.003% | |
| 5/16/2026 | Excelsior Advisor Network LLC | 7,037 | $580K | 0.2% | +1.7% | 0.002% | |
| 5/16/2026 | Quantinno Capital Management LP | 26,292 | $2.17M | 0.0% | +43.3% | 0.007% | |
| 5/16/2026 | Lazard Asset Management LLC | 153,344 | $12.64M | 0.0% | -9.4% | 0.043% | |
| 5/15/2026 | Cardiff Park Advisors LLC | 62,003 | $5.11M | 0.4% | -2.6% | 0.018% | |
| 5/15/2026 | Legacy PCG LLC | 15,879 | $1.31M | 7.0% | -83.2% | 0.004% | |
| 5/15/2026 | Ameraudi Asset Management Inc. | 84,353 | $6.95M | 3.8% | +9.8% | 0.024% | |
| 5/15/2026 | Waverly Advisors LLC | 128,044 | $10.56M | 0.1% | +8.5% | 0.036% | |
| 5/15/2026 | Wealth Alliance LLC | 4,074 | $336K | 0.0% | N/A | 0.001% | |
| 5/15/2026 | Vivaldi Capital Management LP | 2,945 | $243K | 0.0% | -8.0% | 0.001% | |
| 5/14/2026 | Hilltop Holdings Inc. | 53,389 | $4.40M | 0.4% | +10.9% | 0.015% | |
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| 5/14/2026 | Pennington Partners & CO. LLC | 3,045 | $251K | 0.1% | N/A | 0.001% | |
| 5/14/2026 | Compound Planning Inc. | 8,373 | $690K | 0.0% | -2.0% | 0.002% | |
| 5/14/2026 | Trustees of Dartmouth College | 590,190 | $48.65M | 19.3% | N/A | 0.167% | |
| 5/14/2026 | Lido Advisors LLC | 8,477 | $699K | 0.0% | -29.6% | 0.002% | |
| 5/13/2026 | Cetera Investment Advisers | 114,877 | $9.47M | 0.0% | -6.9% | 0.032% | |
| 5/13/2026 | Aureus Asset Management LLC | 2,850 | $235K | 0.0% | N/A | 0.001% | |
| 5/13/2026 | Signature Equity Partners LLC | 764 | $63K | 0.0% | N/A | 0.000% | |
| 5/13/2026 | NewEdge Wealth LLC | 13,450 | $1.11M | 0.0% | +2.2% | 0.004% | |
| 5/13/2026 | First Trust Advisors LP | 27,792 | $2.29M | 0.0% | -2.3% | 0.008% | |
| 5/12/2026 | Insight Advisors LLC PA | 4,881 | $402K | 0.1% | +22.0% | 0.001% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 185,453 | $15.29M | 0.0% | +1.4% | 0.052% | |
| 5/8/2026 | Stephens Greth Foundation | 581,343 | $47.92M | 15.0% | +375.7% | 0.164% | |
| 5/8/2026 | Summit Asset Management LLC | 24,048 | $1.98M | 0.3% | -5.3% | 0.007% | |
| 5/8/2026 | Cura Wealth Advisors LLC | 3,911 | $322K | 0.1% | -4.2% | 0.001% | |
| 5/8/2026 | Madison Asset Management LLC | 149,407 | $12.32M | 0.2% | -43.9% | 0.042% | |
| 5/8/2026 | Resolute Advisors LLC | 10,196 | $840K | 0.3% | +6.6% | 0.003% | |
| 5/8/2026 | Cassaday & Co Wealth Management LLC | 24,537 | $2.02M | 0.0% | -1.2% | 0.007% | |
| 5/7/2026 | AlTi Global Inc. | 265,864 | $21.92M | 0.5% | +9.0% | 0.075% | |
| 5/7/2026 | Hollencrest Capital Management | 97,692 | $8.05M | 0.3% | +0.3% | 0.028% | |
| 5/7/2026 | Parallel Advisors LLC | 18,951 | $1.56M | 0.0% | +7.3% | 0.005% | |
| 5/7/2026 | Spartan Wealth Advisory Services LLC | 2,675 | $220K | 0.0% | N/A | 0.001% | |
| 5/6/2026 | Advisortrust Partners LLC | 7,110 | $586K | 0.2% | N/A | 0.002% | |
| 5/6/2026 | Catalyst Capital Advisors LLC | 110,978 | $9.15M | 0.2% | +14.5% | 0.031% | |
| 5/6/2026 | Assetmark Inc. | 77,587 | $6.40M | 0.0% | +33.0% | 0.022% | |
| 5/6/2026 | PeakShares LLC | 1,764 | $145K | 0.1% | N/A | 0.000% | |
| 5/6/2026 | Barings LLC | 5,980 | $493K | 0.0% | N/A | 0.002% | |
| 5/6/2026 | Angeles Wealth Management LLC | 780,382 | $64.33M | 3.5% | +5.8% | 0.221% | |
| 5/6/2026 | Bessemer Group Inc. | 703,137 | $57.96M | 0.1% | +10.0% | 0.199% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 285,884 | $23.57M | 0.0% | -23.8% | 0.081% | |
| 5/6/2026 | One Day In July LLC | 8,216 | $677K | 0.1% | -5.5% | 0.002% | |
| 5/6/2026 | Independent Financial Group LLC | 21,672 | $1.79M | 0.1% | N/A | 0.006% | |
| 5/6/2026 | Frazier Financial Advisors LLC | 2,249 | $185K | 0.1% | N/A | 0.001% | |
| 5/5/2026 | Quartz Partners LLC | 3,060 | $252K | 0.1% | +5.9% | 0.001% | |
| 5/5/2026 | Vectors Research Management LLC | 61,400 | $5.06M | 1.5% | +234.5% | 0.017% | |
| 5/5/2026 | Wealthfront Advisers LLC | 68,393 | $5.64M | 0.0% | +3.5% | 0.019% | |
| 5/5/2026 | D.A. Davidson & CO. | 3,594 | $296K | 0.0% | +16.3% | 0.001% | |
| 5/5/2026 | Bank of New York Mellon Corp | 92,541 | $7.63M | 0.0% | +10.8% | 0.026% | |
| 5/5/2026 | Gentry Private Wealth LLC | 44,842 | $3.70M | 2.2% | +13.4% | 0.013% | |
| 5/5/2026 | Journey Advisory Group LLC | 242,475 | $19.99M | 1.7% | +2.4% | 0.069% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 7,766 | $640K | 0.0% | -56.7% | 0.002% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 11,467 | $945K | 0.0% | +70.3% | 0.003% | |
| 5/5/2026 | Sanctuary Advisors LLC | 148,567 | $12.25M | 0.1% | +2.0% | 0.042% | |
| 5/5/2026 | Sigma Planning Corp | 2,965 | $244K | 0.0% | N/A | 0.001% | |
| 5/5/2026 | Checchi Capital Advisers LLC | 72,244 | $5.96M | 0.3% | +1,860.5% | 0.020% | |
| 5/5/2026 | Nwam LLC | 14,978 | $1.24M | 0.1% | +0.8% | 0.004% | |
| 5/4/2026 | Retirement Planning Group LLC | 8,343 | $688K | 0.0% | +2.4% | 0.002% | |
| 5/4/2026 | Glassman Wealth Services | 1,571 | $129K | 0.0% | -26.8% | 0.000% | |
| 5/4/2026 | Integrity Wealth Solutions LLC | 3,007 | $248K | 0.1% | -10.0% | 0.001% | |
| 5/4/2026 | Bedel Financial Consulting Inc. | 3,214 | $265K | 0.0% | +10.7% | 0.001% | |
| 5/4/2026 | FPC Investment Advisory Inc. | 279,524 | $24.33M | 9.6% | +10.4% | 0.079% | |
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| 5/4/2026 | J. Safra Sarasin Holding AG | 2,657 | $212K | 0.0% | N/A | 0.001% | |
| 5/4/2026 | Lifeworks Advisors LLC | 35,613 | $2.94M | 0.4% | -39.1% | 0.010% | |
| 5/4/2026 | Lincoln National Corp | 1,333,959 | $109.96M | 3.2% | -0.2% | 0.377% | |
| 5/2/2026 | Global Assets Advisory LLC | 1,084 | $81K | 0.0% | N/A | 0.000% | |
| 5/2/2026 | International Assets Investment Management LLC | 4,213 | $352K | 0.0% | +110.3% | 0.001% | |
| 5/2/2026 | Diversify Wealth Management LLC | 4,286 | $365K | 0.0% | N/A | 0.001% | |
| 5/2/2026 | Carnegie Investment Counsel | 13,383 | $1.10M | 0.0% | -3.8% | 0.004% | |
| 5/1/2026 | Luminvest Wealth Management LLC | 3,358 | $292K | 0.1% | -49.4% | 0.001% | |
| 5/1/2026 | Capital Squared Financial LLC | 37,482 | $3.09M | 2.4% | +3.8% | 0.011% | |
| 5/1/2026 | Fifth Third Bancorp | 864,989 | $71.30M | 0.1% | +17,392.2% | 0.244% | |