| 8/22/2025 | TT Capital Management LLC | 83,898 | $2.52M | 0.8% | N/A | 0.031% | |
| 8/19/2025 | Advisory Services Network LLC | 427,035 | $12.86M | 0.2% | +2.9% | 0.156% | |
| 8/19/2025 | Anchor Investment Management LLC | 5,000 | $151K | 0.0% | -48.5% | 0.002% | |
| 8/18/2025 | Kestra Investment Management LLC | 15,681 | $473K | 0.0% | +14.0% | 0.006% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 79,581 | $2.40M | 0.1% | N/A | 0.029% | |
| 8/15/2025 | Corient Private Wealth LLC | 144,306 | $4.36M | 0.0% | +91.1% | 0.053% | |
| 8/15/2025 | Equitable Holdings Inc. | 294,499 | $8.89M | 0.1% | +15.5% | 0.107% | |
| 8/15/2025 | Captrust Financial Advisors | 88,574 | $2.67M | 0.0% | -2.0% | 0.032% | |
| 8/15/2025 | Truefg LLC | 284,158 | $8.58M | 2.5% | +2.1% | 0.104% | |
| 8/15/2025 | Two Sigma Securities LLC | 54,906 | $1.66M | 0.2% | -46.6% | 0.020% | |
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| 8/15/2025 | Scott Marsh Financial LLC | 10,725 | $324K | 0.1% | N/A | 0.004% | |
| 8/15/2025 | Orion Porfolio Solutions LLC | 126,457 | $3.82M | 0.0% | -8.3% | 0.046% | |
| 8/15/2025 | MML Investors Services LLC | 218,948 | $6.61M | 0.0% | +24.7% | 0.080% | |
| 8/15/2025 | Modern Wealth Management LLC | 705,285 | $21.29M | 0.5% | +20.4% | 0.257% | |
| 8/15/2025 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 1,041,019 | $31.43M | 5.4% | -8.1% | 0.380% | |
| 8/15/2025 | IHT Wealth Management LLC | 57,784 | $1.74M | 0.0% | -26.2% | 0.021% | |
| 8/15/2025 | EP Wealth Advisors LLC | 93,164 | $2.81M | 0.0% | -0.5% | 0.034% | |
| 8/15/2025 | Engineers Gate Manager LP | 41,924 | $1.27M | 0.0% | -16.5% | 0.015% | |
| 8/15/2025 | Curi Capital LLC | 17,197 | $519K | 0.0% | N/A | 0.006% | |
| 8/15/2025 | Bank of America Corp DE | 4,917,217 | $148.45M | 0.0% | +0.1% | 1.795% | |
| 8/15/2025 | Ameriprise Financial Inc. | 2,047,345 | $61.80M | 0.0% | +38.5% | 0.747% | |
| 8/14/2025 | Raymond James Financial Inc. | 531,557 | $16.05M | 0.0% | -3.1% | 0.194% | |
| 8/14/2025 | Soros Fund Management LLC | 31,925 | $964K | 0.0% | -51.1% | 0.012% | |
| 8/14/2025 | Betterment LLC | 62,038 | $1.87M | 0.0% | -4.1% | 0.023% | |
| 8/14/2025 | Diversify Wealth Management LLC | 7,428 | $224K | 0.0% | -22.3% | 0.003% | |
| 8/14/2025 | Diversify Advisory Services LLC | 26,831 | $809K | 0.0% | +119.5% | 0.010% | |
| 8/14/2025 | Main Street Financial Solutions LLC | 26,978 | $814K | 0.1% | N/A | 0.010% | |
| 8/14/2025 | Sei Investments Co. | 107,761 | $3.25M | 0.0% | +583.7% | 0.039% | |
| 8/14/2025 | Stonehaven Wealth & Tax Solutions LLC | 11,908 | $360K | 0.4% | +13.1% | 0.004% | |
| 8/14/2025 | State Street Corp | 3,492,076 | $105.43M | 0.0% | +8.9% | 1.274% | |
| 8/14/2025 | Bank of Nova Scotia | 425,000 | $12.83M | 0.0% | -54.7% | 0.155% | |
| 8/14/2025 | Cerity Partners LLC | 14,802 | $447K | 0.0% | +3.5% | 0.005% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 21,897 | $661K | 0.1% | +8.4% | 0.008% | |
| 8/13/2025 | Idaho Trust Co | 28,892 | $872K | 0.3% | -3.3% | 0.011% | |
| 8/13/2025 | StoneX Group Inc. | 15,027 | $454K | 0.0% | -11.4% | 0.005% | |
| 8/13/2025 | Flow Traders U.S. LLC | 98,689 | $2.98M | 0.1% | +44.3% | 0.036% | |
| 8/13/2025 | Saiph Capital LLC | 469,529 | $14.18M | 4.6% | +203.8% | 0.171% | |
| 8/13/2025 | Brown Advisory Inc. | 7,817 | $236K | 0.0% | +11.7% | 0.003% | |
| 8/13/2025 | M Holdings Securities Inc. | 534,908 | $16.15M | 2.8% | +4.5% | 0.195% | |
| 8/13/2025 | GeoWealth Management LLC | 58,699 | $1.77M | 0.1% | -5.3% | 0.021% | |
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| 8/13/2025 | Dynamic Wealth Strategies LLC | 100,652 | $3.04M | 2.2% | -37.4% | 0.037% | |
| 8/13/2025 | Baird Financial Group Inc. | 3,799,251 | $114.70M | 0.2% | -7.9% | 1.387% | |
| 8/13/2025 | Guggenheim Capital LLC | 137,721 | $4.16M | 0.0% | -5.7% | 0.050% | |
| 8/13/2025 | Twin Peaks Wealth Advisors LLC | 2,371 | $71K | 0.0% | N/A | 0.001% | |
| 8/13/2025 | M&T Bank Corp | 35,790 | $1.08M | 0.0% | +15.6% | 0.013% | |
| 8/13/2025 | Fisher Asset Management LLC | 1,336,587 | $40.35M | 0.0% | -8.1% | 0.488% | |
| 8/13/2025 | Greenwich Wealth Management LLC | 41,080 | $1.24M | 0.1% | +2.5% | 0.015% | |
| 8/13/2025 | Lido Advisors LLC | 36,611 | $1.11M | 0.0% | -20.1% | 0.013% | |
| 8/13/2025 | Quadrature Capital Ltd | 179,230 | $5.41M | 0.1% | N/A | 0.065% | |
| 8/13/2025 | Northwestern Mutual Wealth Management Co. | 341,316 | $10.30M | 0.0% | -1.7% | 0.125% | |
| 8/13/2025 | Johnson Financial Group Inc. | 9,500 | $287K | 0.0% | +81.0% | 0.003% | |
| 8/13/2025 | All Terrain Financial Advisors LLC | 163,035 | $4.92M | 1.4% | +4.8% | 0.060% | |
| 8/13/2025 | Maia Wealth LLC | 6,918 | $209K | 0.0% | N/A | 0.003% | |
| 8/12/2025 | J.W. Cole Advisors Inc. | 19,823 | $598K | 0.0% | +23.3% | 0.007% | |
| 8/12/2025 | Advisors Asset Management Inc. | 27,011 | $815K | 0.0% | +5.4% | 0.010% | |
| 8/12/2025 | Financial Advocates Investment Management | 173,962 | $5.25M | 0.4% | +2.4% | 0.063% | |
| 8/12/2025 | XTX Topco Ltd | 7,699 | $232K | 0.0% | N/A | 0.003% | |
| 8/12/2025 | Steward Partners Investment Advisory LLC | 133,305 | $4.02M | 0.0% | +25.3% | 0.049% | |
| 8/12/2025 | CreativeOne Wealth LLC | 217,747 | $6.57M | 0.2% | -2.2% | 0.079% | |
| 8/12/2025 | Ameritas Investment Partners Inc. | 1,905 | $58K | 0.0% | +88.4% | 0.001% | |
| 8/12/2025 | Global Retirement Partners LLC | 36,152 | $1.09M | 0.0% | N/A | 0.013% | |
| 8/12/2025 | Kohmann Bosshard Financial Services LLC | 31,675 | $956K | 0.1% | -6.7% | 0.012% | |
| 8/12/2025 | JPMorgan Chase & Co. | 32,109,859 | $969.40M | 0.1% | +28.2% | 11.719% | |
| 8/12/2025 | NFP Retirement Inc. | 644,512 | $19.46M | 1.3% | N/A | 0.235% | |
| 8/11/2025 | Traub Capital Management LLC | 6,304 | $190K | 0.2% | N/A | 0.002% | |
| 8/11/2025 | Pineridge Advisors LLC | 132,094 | $3.99M | 1.4% | -8.4% | 0.049% | |
| 8/11/2025 | Wealthspire Advisors LLC | 36,944 | $1.12M | 0.0% | -6.3% | 0.014% | |
| 8/11/2025 | MainStreet Investment Advisors LLC | 57,964 | $1.75M | 0.2% | +9.9% | 0.021% | |
| 8/11/2025 | Wescott Financial Advisory Group LLC | 46,588 | $1.41M | 0.1% | -7.6% | 0.017% | |
| 8/11/2025 | Westover Capital Advisors LLC | 199,669 | $6.03M | 1.2% | -0.7% | 0.074% | |
| 8/11/2025 | Capital Square LLC | 59,251 | $1.78M | 0.9% | N/A | 0.022% | |
| 8/11/2025 | Delta Asset Management LLC TN | 187,497 | $5.66M | 0.5% | -0.6% | 0.069% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 544,271 | $16.43M | 0.0% | -16.0% | 0.201% | |
| 8/8/2025 | Kingsview Wealth Management LLC | 442,884 | $13.37M | 0.2% | +0.4% | 0.163% | |
| 8/8/2025 | Avantax Advisory Services Inc. | 629,356 | $19M | 0.1% | +8.4% | 0.232% | |
| 8/8/2025 | Cetera Investment Advisers | 968,086 | $29.23M | 0.0% | +9.3% | 0.357% | |
| 8/8/2025 | Creative Planning | 45,354,564 | $1.37B | 1.2% | +5.0% | 16.717% | |
| 8/8/2025 | Altiora Financial Group LLC | 16,365 | $494K | 0.1% | +12.9% | 0.006% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 81,210 | $2.45M | 0.0% | +46.8% | 0.030% | |
| 8/8/2025 | Wrapmanager Inc. | 424,522 | $12.82M | 3.1% | +10.1% | 0.156% | |
| 8/8/2025 | AJ Advisors LLC | 11,974 | $362K | 0.2% | -11.2% | 0.004% | |
| 8/8/2025 | Burling Wealth Partners LLC | 144,662 | $4.37M | 0.8% | +9.6% | 0.053% | |
| 8/8/2025 | Good Life Advisors LLC | 359,784 | $10.86M | 0.7% | +2.1% | 0.133% | |
| 8/8/2025 | Better Money Decisions LLC | 13,929 | $421K | 0.3% | +9.0% | 0.005% | |
| 8/8/2025 | Bailard Inc. | 10,534 | $318K | 0.0% | -88.8% | 0.004% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 1,871,909 | $56.51M | 0.0% | +16.6% | 0.690% | |
| 8/8/2025 | Tiemann Investment Advisors LLC | 21,510 | $649K | 0.3% | +59.2% | 0.008% | |
| 8/7/2025 | Cascade Financial Partners LLC | 71,807 | $2.17M | 0.3% | +16.2% | 0.026% | |
| 8/7/2025 | Timonier Family Office LTD. | 307,307 | $9.28M | 3.5% | +15.3% | 0.113% | |
| 8/7/2025 | Vise Technologies Inc. | 16,159 | $488K | 0.0% | N/A | 0.006% | |
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| 8/7/2025 | Allworth Financial LP | 2,092 | $63K | 0.0% | +65.2% | 0.001% | |
| 8/7/2025 | Fonville Wealth Management LLC | 41,821 | $1.26M | 0.3% | -6.0% | 0.015% | |
| 8/7/2025 | PFG Advisors | 74,151 | $2.24M | 0.1% | +71.0% | 0.027% | |
| 8/7/2025 | Winthrop Capital Management LLC | 663,656 | $20.04M | 5.1% | +1.0% | 0.245% | |
| 8/7/2025 | Midwest Trust Co | 189,522 | $5.72M | 0.1% | N/A | 0.070% | |
| 8/6/2025 | Prospera Financial Services Inc | 144,387 | $4.36M | 0.1% | -7.3% | 0.053% | |
| 8/6/2025 | AE Wealth Management LLC | 6,593 | $199K | 0.0% | -50.3% | 0.002% | |
| 8/6/2025 | Rialto Wealth Management LLC | 5,751 | $174K | 0.0% | +75.9% | 0.002% | |
| 8/6/2025 | Savant Capital LLC | 15,722 | $475K | 0.0% | +3.7% | 0.006% | |
| 8/6/2025 | Eukles Asset Management | 136,507 | $4.12M | 1.7% | -1.0% | 0.050% | |
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