| 8/1/2025 | Oarsman Capital Inc. | 125,847 | $1.81M | 0.3% | -6.1% | 0.025% | |
| 8/1/2025 | State of New Jersey Common Pension Fund A | 15,263,873 | $218.88M | 76.2% | N/A | 2.987% | |
| 8/1/2025 | Transcend Capital Advisors LLC | 2,385,564 | $34.21M | 2.6% | -8.6% | 0.467% | |
| 8/1/2025 | Pasadena Private Wealth LLC | 10,764 | $154K | 0.0% | -73.2% | 0.002% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 138,171 | $1.98M | 0.0% | +1.0% | 0.027% | |
| 7/31/2025 | Wealthfront Advisers LLC | 22,898 | $328K | 0.0% | N/A | 0.004% | |
| 7/31/2025 | Whipplewood Advisors LLC | 68,179 | $978K | 0.5% | +158,455.8% | 0.013% | |
| 7/31/2025 | Focus Partners Advisor Solutions LLC | 38,148 | $547K | 0.0% | +96.4% | 0.007% | |
| 7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 1,283,332 | $18.40M | 0.0% | +25.1% | 0.251% | |
| 7/30/2025 | Castle Wealth Management LLC | 25,877 | $381K | 0.1% | +36.9% | 0.005% | |
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| 7/30/2025 | BlueChip Wealth Advisors LLC | 26,755 | $384K | 0.2% | +99.1% | 0.005% | |
| 7/30/2025 | Steel Grove Capital Advisors LLC | 174,200 | $2.50M | 0.3% | N/A | 0.034% | |
| 7/30/2025 | Denali Advisors LLC | 630,218 | $9.04M | 0.9% | -2.4% | 0.123% | |
| 7/30/2025 | Brookstone Capital Management | 98,655 | $1.42M | 0.0% | -2.9% | 0.019% | |
| 7/30/2025 | D.A. Davidson & CO. | 406,521 | $5.83M | 0.0% | +2.6% | 0.080% | |
| 7/30/2025 | Jackson Thornton Wealth Management LLC | 14,499 | $209K | 0.0% | -21.0% | 0.003% | |
| 7/30/2025 | Avidian Wealth Enterprises LLC | 53,918 | $773K | 0.0% | N/A | 0.011% | |
| 7/30/2025 | Demars Financial Group LLC | 32,411 | $465K | 0.2% | -92.8% | 0.006% | |
| 7/29/2025 | Stephens Inc. AR | 3,032,304 | $43.48M | 0.6% | +1.4% | 0.593% | |
| 7/29/2025 | Chicago Partners Investment Group LLC | 588,652 | $8.80M | 0.3% | +3.1% | 0.115% | |
| 7/29/2025 | Carmel Capital Partners LLC | 192,714 | $2.76M | 1.0% | +5.2% | 0.038% | |
| 7/29/2025 | Tweedy Browne Co LLC | 29,515 | $423K | 0.0% | +119.8% | 0.006% | |
| 7/29/2025 | Arista Wealth Management LLC | 15,491 | $222K | 0.0% | N/A | 0.003% | |
| 7/29/2025 | Stratos Wealth Advisors LLC | 15,934 | $228K | 0.0% | -19.9% | 0.003% | |
| 7/29/2025 | Private Trust Co. NA | 3,123 | $45K | 0.0% | +86.6% | 0.001% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 29,964 | $430K | 0.1% | -83.7% | 0.006% | |
| 7/28/2025 | Pettinga Financial Advisors LLC | 80,639 | $1.16M | 0.3% | -60.3% | 0.016% | |
| 7/28/2025 | Allianz Asset Management GmbH | 20,196 | $290K | 0.0% | -43.5% | 0.004% | |
| 7/28/2025 | Generali Asset Management SPA SGR | 4,377,807 | $62.78M | 1.4% | +2.1% | 0.857% | |
| 7/28/2025 | Ritholtz Wealth Management | 21,157 | $303K | 0.0% | -35.0% | 0.004% | |
| 7/28/2025 | Sagespring Wealth Partners LLC | 11,379 | $163K | 0.0% | N/A | 0.002% | |
| 7/28/2025 | Melia Wealth LLC | 1,058,832 | $15.18M | 7.3% | +5.7% | 0.207% | |
| 7/28/2025 | Naviter Wealth LLC | 408,041 | $6.00M | 0.7% | +17.1% | 0.080% | |
| 7/28/2025 | Sage Advisors LLC | 2,218,614 | $31.82M | 22.7% | +3.6% | 0.434% | |
| 7/25/2025 | NorthRock Partners LLC | 19,106 | $281K | 0.0% | +5.4% | 0.004% | |
| 7/25/2025 | Verdence Capital Advisors LLC | 12,880 | $185K | 0.0% | N/A | 0.003% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 52,651 | $774K | 0.0% | -30.2% | 0.010% | |
| 7/25/2025 | Oregon Public Employees Retirement Fund | 15,853,675 | $227.34M | 4.0% | -1.5% | 3.102% | |
| 7/25/2025 | Griffin Asset Management Inc. | 14,821 | $213K | 0.0% | -10.2% | 0.003% | |
| 7/25/2025 | Allspring Global Investments Holdings LLC | 14,700 | $211K | 0.0% | +17.6% | 0.003% | |
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| 7/25/2025 | Acorn Creek Capital LLC | 20,492 | $294K | 0.1% | -23.9% | 0.004% | |
| 7/25/2025 | Tranquility Partners LLC | 154,855 | $2.22M | 0.8% | +1.0% | 0.030% | |
| 7/25/2025 | Concurrent Investment Advisors LLC | 231,992 | $3.33M | 0.1% | +15.3% | 0.045% | |
| 7/25/2025 | GFS Advisors LLC | 98,785 | $1.42M | 0.2% | +16.3% | 0.019% | |
| 7/25/2025 | Apollon Wealth Management LLC | 131,422 | $1.89M | 0.0% | +1.4% | 0.026% | |
| 7/24/2025 | Aberdeen Group plc | 202,091 | $2.89M | 0.0% | +4.0% | 0.040% | |
| 7/24/2025 | Blue Trust Inc. | 9,868 | $142K | 0.0% | -29.2% | 0.002% | |
| 7/24/2025 | Callan Family Office LLC | 22,642 | $325K | 0.0% | N/A | 0.004% | |
| 7/24/2025 | Blair William & Co. IL | 51,674 | $741K | 0.0% | +14.4% | 0.010% | |
| 7/23/2025 | Tectonic Advisors LLC | 767,005 | $11.00M | 0.6% | +14.5% | 0.150% | |
| 7/23/2025 | WESPAC Advisors LLC | 113,657 | $1.63M | 1.1% | +1.3% | 0.022% | |
| 7/23/2025 | Winthrop Advisory Group LLC | 53,814 | $792K | 0.1% | -5.9% | 0.011% | |
| 7/23/2025 | Venturi Wealth Management LLC | 24,600 | $353K | 0.0% | +141.2% | 0.005% | |
| 7/23/2025 | Kingswood Wealth Advisors LLC | 121,559 | $1.74M | 0.1% | -84.5% | 0.024% | |
| 7/23/2025 | Joel Isaacson & Co. LLC | 19,789 | $284K | 0.0% | +19.3% | 0.004% | |
| 7/23/2025 | SteelPeak Wealth LLC | 52,525 | $773K | 0.0% | +17.3% | 0.010% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 20,938 | $300K | 0.0% | -15.4% | 0.004% | |
| 7/22/2025 | MAS Advisors LLC | 28,173 | $404K | 0.7% | +4.1% | 0.006% | |
| 7/22/2025 | Valeo Financial Advisors LLC | 34,733 | $498K | 0.0% | -48.0% | 0.007% | |
| 7/22/2025 | MBL Wealth LLC | 12,000 | $172K | 0.0% | -33.3% | 0.002% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 26,837 | $385K | 0.0% | +41.9% | 0.005% | |
| 7/21/2025 | Ameriflex Group Inc. | 15,686 | $229K | 0.1% | -83.4% | 0.003% | |
| 7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 131,627 | $1.89M | 0.2% | +2.1% | 0.026% | |
| 7/18/2025 | Truist Financial Corp | 76,889 | $1.10M | 0.0% | +4.2% | 0.015% | |
| 7/18/2025 | Union Bancaire Privee UBP SA | 67,828 | $973K | 0.0% | +5.1% | 0.013% | |
| 7/17/2025 | HB Wealth Management LLC | 738,059 | $10.58M | 0.1% | -34.8% | 0.144% | |
| 7/17/2025 | Kavar Capital Partners Group LLC | 16,465 | $236K | 0.0% | N/A | 0.003% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 2,138,636 | $30.67M | 0.1% | +13.3% | 0.418% | |
| 7/17/2025 | Sound Income Strategies LLC | 3,294,183 | $47.24M | 2.7% | +4.5% | 0.645% | |
| 7/17/2025 | Sterneck Capital Management LLC | 21,221 | $304K | 0.2% | +36.4% | 0.004% | |
| 7/16/2025 | Prairiewood Capital LLC | 321,368 | $4.61M | 1.7% | +14.9% | 0.063% | |
| 7/16/2025 | Signaturefd LLC | 20,877 | $299K | 0.0% | -7.6% | 0.004% | |
| 7/16/2025 | Eagle Global Advisors LLC | 61,230 | $878K | 0.0% | +82.0% | 0.012% | |
| 7/16/2025 | NovaPoint Capital LLC | 28,003 | $402K | 0.1% | -3.4% | 0.005% | |
| 7/16/2025 | Perigon Wealth Management LLC | 29,160 | $418K | 0.0% | -4.2% | 0.006% | |
| 7/15/2025 | Graypoint LLC | 590,048 | $8.46M | 0.5% | +49.4% | 0.115% | |
| 7/15/2025 | Accurate Wealth Management LLC | 24,766 | $362K | 0.1% | -3.7% | 0.005% | |
| 7/15/2025 | Family Wealth Partners LLC | 35,949 | $516K | 0.2% | +85.1% | 0.007% | |
| 7/14/2025 | Gries Financial LLC | 80,778 | $1.16M | 0.2% | -6.7% | 0.016% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 100,393 | $1.44M | 0.0% | +3.5% | 0.020% | |
| 7/14/2025 | Border to Coast Pensions Partnership Ltd | 1,300,000 | $18.64M | 0.3% | +4.0% | 0.254% | |
| 7/11/2025 | Farther Finance Advisors LLC | 12,579 | $180K | 0.0% | -9.2% | 0.002% | |
| 7/11/2025 | SeaCrest Wealth Management LLC | 91,815 | $1.32M | 0.1% | -25.8% | 0.018% | |
| 7/11/2025 | Mandatum Life Insurance Co Ltd | 35,861 | $514K | 0.1% | -23.6% | 0.007% | |
| 7/11/2025 | Kingstone Capital Partners Texas LLC | 52,098,372 | $734.62M | 0.1% | N/A | 10.194% | |
| 7/10/2025 | Redhawk Wealth Advisors Inc. | 68,289 | $979K | 0.1% | +9.7% | 0.013% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 62,181 | $910K | 0.0% | +17.4% | 0.012% | |
| 7/9/2025 | Channel Wealth LLC | 36,965 | $530K | 0.1% | -15.2% | 0.007% | |
| 7/9/2025 | Pallas Capital Advisors LLC | 34,566 | $496K | 0.0% | +3.3% | 0.007% | |
| 7/9/2025 | Mirador Capital Partners LP | 32,673 | $469K | 0.1% | +5.3% | 0.006% | |
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| 7/9/2025 | Epiq Partners LLC | 486,784 | $6.98M | 3.6% | +7.4% | 0.095% | |
| 7/9/2025 | Triumph Capital Management | 68,723 | $985K | 0.3% | +3.1% | 0.013% | |
| 7/8/2025 | Adams Asset Advisors LLC | 100,430 | $1.44M | 0.2% | +44.4% | 0.020% | |
| 7/8/2025 | Parallel Advisors LLC | 14,250 | $204K | 0.0% | -6.6% | 0.003% | |
| 7/3/2025 | Trinity Financial Advisors LLC | 1,150,853 | $16.93M | 5.2% | +2.3% | 0.225% | |
| 7/2/2025 | Hamilton Lane Advisors LLC | 3,406,230 | $48.85M | 36.1% | N/A | 0.667% | |
| 7/1/2025 | Confluence Investment Management LLC | 311,648 | $4.47M | 0.1% | +2.2% | 0.061% | |
| 5/28/2025 | Strs Ohio | 1,967,786 | $28.85M | 0.1% | N/A | 0.385% | |
| 5/21/2025 | MBL Wealth LLC | 18,000 | $264K | 0.0% | -10.0% | 0.004% | |
| 5/19/2025 | Jane Street Group LLC | 179,700 | $2.63M | 0.0% | -68.7% | 0.035% | |
