| 11/16/2024 | Geode Capital Management LLC | 3,124,445 | $29.69M | 0.0% | +3.0% | 1.894% | |
| 11/15/2024 | Sylebra Capital LLC | 33,457,649 | $317.85M | 10.5% | +14.6% | 20.282% | |
| 11/15/2024 | Y Intercept Hong Kong Ltd | 30,391 | $289K | 0.0% | N/A | 0.018% | |
| 11/15/2024 | First National Bank of Omaha | 392,112 | $3.73M | 0.2% | -7.8% | 0.238% | |
| 11/15/2024 | State Street Corp | 2,809,178 | $26.69M | 0.0% | +0.8% | 1.703% | |
| 11/15/2024 | Stifel Financial Corp | 335,772 | $3.19M | 0.0% | -32.7% | 0.204% | |
|
| 11/15/2024 | IHT Wealth Management LLC | 51,050 | $485K | 0.0% | N/A | 0.031% | |
| 11/14/2024 | Harvard Management Co. Inc. | 2,498,170 | $23.73M | 1.4% | +249.7% | 1.514% | |
| 11/14/2024 | Appian Way Asset Management LP | 5,674,168 | $53.91M | 12.1% | +12.9% | 3.440% | |
| 11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 204,912 | $1.95M | 0.0% | -11.7% | 0.124% | |
| 11/13/2024 | FMR LLC | 230,755 | $2.19M | 0.0% | +0.5% | 0.140% | |
| 11/13/2024 | The Manufacturers Life Insurance Company | 64,196 | $610K | 0.0% | +32.7% | 0.039% | |
| 11/13/2024 | DRW Securities LLC | 52,000 | $494K | 0.0% | +100.0% | 0.032% | |
| 11/12/2024 | Centaurus Financial Inc. | 23,269 | $221K | 0.0% | -55.1% | 0.014% | |
| 11/12/2024 | Nwam LLC | 18,838 | $179K | 0.0% | N/A | 0.011% | |
| 11/12/2024 | Charles Schwab Investment Management Inc. | 1,100,281 | $10.45M | 0.0% | +1.9% | 0.667% | |
| 11/9/2024 | Intech Investment Management LLC | 32,623 | $310K | 0.0% | N/A | 0.020% | |
| 11/8/2024 | Prospera Private Wealth LLC | 15,436 | $147K | 0.0% | +35.9% | 0.009% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 771,765 | $7.33M | 0.0% | -15.3% | 0.468% | |
| 11/7/2024 | Drive Wealth Management LLC | 35,500 | $337K | 0.1% | +184.0% | 0.022% | |
| 11/7/2024 | Quest Partners LLC | 31,558 | $300K | 0.0% | N/A | 0.019% | |
| 11/7/2024 | Chesapeake Capital Corp IL | 30,483 | $293K | 0.3% | N/A | 0.018% | |
| 11/6/2024 | RIA Advisory Group LLC | 42,639 | $405K | 0.1% | N/A | 0.026% | |
| 11/6/2024 | Simplify Asset Management Inc. | 1,772,056 | $16.84M | 0.8% | +67.4% | 1.074% | |
| 11/6/2024 | OneDigital Investment Advisors LLC | 90,887 | $863K | 0.0% | -2.8% | 0.055% | |
| 11/5/2024 | Verus Capital Partners LLC | 127,540 | $1.21M | 0.1% | +465.8% | 0.077% | |
| 11/5/2024 | Platform Technology Partners | 107,279 | $1.02M | 0.3% | -4.6% | 0.065% | |
| 10/29/2024 | Van ECK Associates Corp | 345,311 | $3.28M | 0.0% | -34.5% | 0.209% | |
| 10/29/2024 | James Investment Research Inc. | 15,398 | $146K | 0.0% | -32.3% | 0.009% | |
| 10/28/2024 | Gladstone Institutional Advisory LLC | 3,339,952 | $31.73M | 1.5% | +1.4% | 2.025% | |
| 10/24/2024 | Patriot Financial Group Insurance Agency LLC | 22,131 | $210K | 0.0% | -17.6% | 0.013% | |
| 10/24/2024 | Park Edge Advisors LLC | 10,538 | $100K | 0.0% | N/A | 0.006% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 35,468 | $337K | 0.0% | -5.5% | 0.022% | |
| 10/21/2024 | Fortis Group Advisors LLC | 12,359 | $117K | 0.0% | +12.5% | 0.008% | |
| 10/21/2024 | Wealth Effects LLC | 93,200 | $885K | 0.3% | +4.8% | 0.057% | |
| 10/19/2024 | Violich Capital Management Inc. | 23,900 | $227K | 0.0% | N/A | 0.015% | |
| 10/18/2024 | Stratos Wealth Advisors LLC | 24,845 | $236K | 0.0% | -53.6% | 0.015% | |
| 10/16/2024 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 336,865 | $3.20M | 0.3% | -1.1% | 0.205% | |
| 10/15/2024 | Foster Victor Wealth Advisors LLC | 33,951 | $310K | 0.0% | +6.3% | 0.021% | |
| 10/15/2024 | SWS Partners | 733,729 | $6.97M | 2.2% | -18.1% | 0.446% | |
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| 10/11/2024 | Creative Planning | 40,126 | $381K | 0.0% | +67.0% | 0.024% | |
| 10/11/2024 | ORG Wealth Partners LLC | 20,512 | $195K | 0.1% | N/A | 0.012% | |
| 10/11/2024 | VitalStone Financial LLC | 77,027 | $732K | 0.5% | +16.9% | 0.047% | |
| 10/11/2024 | Lake Hills Wealth Management LLC | 46,916 | $446K | 0.3% | N/A | 0.028% | |
| 10/9/2024 | Sanders Morris Harris LLC | 152,694 | $1.45M | 0.2% | -10.0% | 0.093% | |
| 10/8/2024 | Dynamic Advisor Solutions LLC | 64,900 | $617K | 0.0% | +79.8% | 0.039% | |
| 10/3/2024 | SG Americas Securities LLC | 44,680 | $424K | 0.0% | +154.5% | 0.027% | |
| 9/23/2024 | Centaurus Financial Inc. | 51,830 | $307K | 0.0% | +49.1% | 0.031% | |
| 9/5/2024 | Sanctuary Advisors LLC | 116,464 | $689K | 0.0% | N/A | 0.071% | |
| 8/16/2024 | NewEdge Advisors LLC | 506,016 | $3.00M | 0.0% | -21.4% | 0.307% | |
| 8/16/2024 | Algert Global LLC | 11,604 | $69K | 0.0% | N/A | 0.007% | |
| 8/15/2024 | Long Focus Capital Management LLC | 2,403,781 | $14.23M | 0.5% | +3.2% | 1.460% | |
| 8/15/2024 | The Manufacturers Life Insurance Company | 48,359 | $286K | 0.0% | +7.6% | 0.029% | |
| 8/15/2024 | Dark Forest Capital Management LP | 37,819 | $224K | 0.0% | N/A | 0.023% | |
| 8/14/2024 | Marshall Wace LLP | 54,398 | $322K | 0.0% | N/A | 0.033% | |
| 8/14/2024 | DRW Securities LLC | 26,000 | $154K | 0.0% | +38.3% | 0.016% | |
| 8/14/2024 | ProShare Advisors LLC | 31,128 | $184K | 0.0% | +49.1% | 0.019% | |
| 8/13/2024 | Ensign Peak Advisors Inc | 52,600 | $311K | 0.0% | N/A | 0.032% | |
| 8/13/2024 | Simplify Asset Management Inc. | 1,058,392 | $6.27M | 0.4% | -0.6% | 0.643% | |
| 8/13/2024 | Longview Asset Management LLC | 9,716,394 | $57.52M | 0.7% | N/A | 5.902% | |
| 8/12/2024 | Hsbc Holdings PLC | 18,619 | $111K | 0.0% | +11.4% | 0.011% | |
| 8/8/2024 | American Century Companies Inc. | 198,218 | $1.17M | 0.0% | +37.4% | 0.120% | |
| 8/8/2024 | VitalStone Financial LLC | 65,882 | $390K | 0.3% | +657.3% | 0.040% | |
| 8/5/2024 | Arizona State Retirement System | 32,225 | $191K | 0.0% | +10.0% | 0.020% | |
| 8/2/2024 | Wealth Effects LLC | 88,900 | $526K | 0.2% | +4.7% | 0.054% | |
| 8/1/2024 | Rhumbline Advisers | 186,984 | $1.11M | 0.0% | +5.5% | 0.114% | |
| 7/31/2024 | Van ECK Associates Corp | 527,229 | $3.12M | 0.0% | N/A | 0.320% | |
| 7/31/2024 | Legacy Advisors LLC | 51,272 | $304K | 0.0% | -53.9% | 0.031% | |
| 7/30/2024 | WESPAC Advisors LLC | 36,336 | $215K | 0.2% | -50.0% | 0.022% | |
| 7/29/2024 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 340,605 | $2.02M | 0.2% | -22.9% | 0.207% | |
| 7/26/2024 | Patriot Financial Group Insurance Agency LLC | 26,846 | $159K | 0.0% | +7.4% | 0.016% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 183,600 | $1.09M | 0.0% | +1.1% | 0.112% | |
| 7/26/2024 | Bank of New York Mellon Corp | 448,088 | $2.65M | 0.0% | +15.8% | 0.272% | |
| 7/18/2024 | Foster Victor Wealth Advisors LLC | 31,951 | $192K | 0.0% | +6.7% | 0.019% | |
| 7/17/2024 | SWS Partners | 895,545 | $5.30M | 1.6% | +3.3% | 0.544% | |
| 7/17/2024 | Abundance Wealth Counselors | 7,189,490 | $42.56M | 19.6% | +6.0% | 4.367% | |
| 7/16/2024 | Wealth Enhancement Advisory Services LLC | 37,521 | $222K | 0.0% | +12.6% | 0.023% | |
| 7/15/2024 | Dynamic Advisor Solutions LLC | 36,100 | $214K | 0.0% | +18.8% | 0.022% | |
| 7/12/2024 | SG Americas Securities LLC | 17,555 | $104K | 0.0% | -44.5% | 0.011% | |
| 7/12/2024 | Sanders Morris Harris LLC | 169,673 | $1.00M | 0.2% | +11.1% | 0.103% | |
| 5/17/2024 | Tidal Investments LLC | 11,190 | $70K | 0.0% | N/A | 0.007% | |
| 5/16/2024 | California State Teachers Retirement System | 107,549 | $669K | 0.0% | -5.7% | 0.065% | |
| 5/16/2024 | Bayesian Capital Management LP | 15,815 | $98K | 0.0% | N/A | 0.010% | |
| 5/15/2024 | Price T Rowe Associates Inc. MD | 86,154 | $536K | 0.0% | +5.2% | 0.052% | |
| 5/15/2024 | Lazard Asset Management LLC | 41,038 | $255K | 0.0% | N/A | 0.025% | |
| 5/14/2024 | JT Stratford LLC | 44,803 | $279K | 0.1% | +54.0% | 0.027% | |
| 5/10/2024 | Vanguard Group Inc. | 12,672,230 | $78.82M | 0.0% | +0.2% | 7.706% | |
| 5/10/2024 | Nwam LLC | 18,838 | $117K | 0.0% | +20.6% | 0.011% | |
| 5/9/2024 | Forum Financial Management LP | 300,000 | $1.87M | 0.0% | +11.1% | 0.182% | |
| 5/7/2024 | Prospera Private Wealth LLC | 16,656 | $104K | 0.1% | N/A | 0.010% | |
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| 5/7/2024 | SG Americas Securities LLC | 31,630 | $197K | 0.0% | -49.0% | 0.019% | |
| 5/6/2024 | Custos Family Office LLC | 17,500 | $109K | 0.1% | N/A | 0.011% | |
| 5/3/2024 | RIA Advisory Group LLC | 43,512 | $271K | 0.1% | +335.1% | 0.026% | |
| 5/2/2024 | Almanack Investment Partners LLC. | 41,310 | $257K | 0.0% | +59.1% | 0.025% | |
| 5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 43,998 | $279K | 0.0% | -24.8% | 0.027% | |
| 4/30/2024 | Fortis Group Advisors LLC | 10,835 | $67K | 0.0% | N/A | 0.007% | |
| 4/30/2024 | SWS Partners | 867,148 | $5.39M | 1.6% | -1.2% | 0.527% | |
| 4/23/2024 | Wealth Effects LLC | 84,900 | $528K | 0.2% | -2.5% | 0.052% | |
| 4/22/2024 | Drive Wealth Management LLC | 12,500 | $78K | 0.0% | N/A | 0.008% | |
| 4/19/2024 | Abundance Wealth Counselors | 6,782,137 | $42.19M | 9.7% | +21.0% | 4.124% | |
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