| 12 Aug 2026 | Titan Wealth (CI) Ltd | Institutional manager | 30 Jun 2026 | 491.00 | $142.08K* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Storgate, LLC | Institutional manager | 30 Jun 2026 | 35.24K | $10.20M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | EVOLVE PRIVATE WEALTH, LLC | Institutional manager | 30 Jun 2026 | 159.44K | $46.13M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | BNB Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 20.80K | $6.02M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Copos Capital B.V. | Institutional manager | 30 Jun 2026 | 100.93K | $29.21M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Miller Capital Partners, Inc. | Institutional manager | 30 Jun 2026 | 10.81K | $3.13M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Compass Financial Group, Inc. (Ohio) | Institutional manager | 30 Jun 2026 | 1.01K | $293.41K* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Crystal Cove Asset Management, LLC | Institutional manager | 30 Jun 2026 | 15.63K | $4.52M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Krane Financial Solutions LLC | Institutional manager | 30 Jun 2026 | 21.65K | $6.27M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Financial Management, Inc. | Institutional manager | 30 Jun 2026 | 4.76K | $1.38M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Arbor Wealth Management LLC\AZ | Institutional manager | 30 Jun 2026 | 797.00 | $230.62K* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Montgomery Financial Services LLC | Institutional manager | 30 Jun 2026 | 3.19K | $922.48K* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | OceanIQ Capital, LLC | Institutional manager | 30 Jun 2026 | 24.30K | $7.03M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | PLANNING ALTERNATIVES LTD /ADV | Institutional manager | 30 Jun 2026 | 67.56K | $19.55M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | Institutional manager | 30 Jun 2026 | 89.98K | $26.04M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Capital International, Inc./CA/ | Institutional manager | 30 Jun 2026 | 1.27M | $368.85M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | HANOVER ADVISORS INC | Institutional manager | 30 Jun 2026 | 1.35K | $392.08K* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | GLOBEFLEX CAPITAL L P | Institutional manager | 30 Jun 2026 | 1.00 | $289.36* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | CCM INVESTMENT ADVISERS LLC | Institutional manager | 30 Jun 2026 | 126.09K | $36.49M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | GARDNER LEWIS ASSET MANAGEMENT L P | Institutional manager | 30 Jun 2026 | 49.43K | $14.30M* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | McLaughlin Asset Management, Inc. | Institutional manager | 30 Jun 2026 | 1.59K | $458.92K* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | Regatta Research & Money Management | Institutional manager | 30 Jun 2026 | 669.00 | $193.58K* | 30 Jun 2026 |
|---|
| 12 Aug 2026 | LYNX CAPITAL GROUP LTD /ADV | Institutional manager | 31 Mar 2026 | 13.89K | $3.53M* | 31 Mar 2026 |
|---|
| 12 Aug 2026 | Mirae Asset Global Investments Co., Ltd. | Institutional manager | 31 Mar 2026 | 7.51M | $1.91B* | 31 Mar 2026 |
|---|
| 12 Aug 2026 | LYNX CAPITAL GROUP LTD /ADV | Institutional manager | 31 Dec 2025 | 14.16K | $3.85M* | 31 Dec 2025 |
|---|
| 12 Aug 2026 | SeedSafe Financial LLC | Institutional manager | 31 Dec 2025 | 3.40K | $923.51K* | 31 Dec 2025 |
|---|
| 12 Aug 2026 | LYNX CAPITAL GROUP LTD /ADV | Institutional manager | 30 Sept 2025 | 14.17K | $3.61M* | 30 Sept 2025 |
|---|
| 12 Aug 2026 | LYNX CAPITAL GROUP LTD /ADV | Institutional manager | 30 Jun 2025 | 14.60K | $3.00M* | 30 Jun 2025 |
|---|
| 12 Aug 2026 | LYNX CAPITAL GROUP LTD /ADV | Institutional manager | 31 Mar 2025 | 14.61K | $3.25M* | 31 Mar 2025 |
|---|
| 11 Aug 2026 | Sand Hill Global Advisors, LLC | Institutional manager | 30 Jun 2026 | 168.16K | $48.66M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 6.32K | $1.83M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | PROFUND ADVISORS LLC | Institutional manager | 30 Jun 2026 | 507.45K | $146.84M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | NICOLET BANKSHARES INC | Institutional manager | 30 Jun 2026 | 202.64K | $58.64M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Clark Capital Management Group, Inc. | Institutional manager | 30 Jun 2026 | 2.03M | $587.25M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | ProShare Advisors LLC | Institutional manager | 30 Jun 2026 | 7.58M | $2.19B* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Choate Investment Advisors | Institutional manager | 30 Jun 2026 | 605.84K | $175.30M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | GRANVILLE CAPITAL, INC. | Institutional manager | 30 Jun 2026 | 4.39K | $1.27M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | WealthTrust Axiom LLC | Institutional manager | 30 Jun 2026 | 77.88K | $22.54M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Cannell & Spears LLC | Institutional manager | 30 Jun 2026 | 721.78K | $208.85M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Bolthouse Investments, LLC | Institutional manager | 30 Jun 2026 | 22.47K | $6.50M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | USS Investment Management Ltd | Institutional manager | 30 Jun 2026 | 2.31M | $668.38M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Stratos Wealth Partners, LTD. | Institutional manager | 30 Jun 2026 | 1.12M | $325.40M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | NorthRock Partners, LLC | Institutional manager | 30 Jun 2026 | 764.92K | $221.34M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | WESCAP Management Group, Inc. | Institutional manager | 30 Jun 2026 | 37.58K | $10.87M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | RITHOLTZ WEALTH MANAGEMENT | Institutional manager | 30 Jun 2026 | 674.86K | $195.28M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Stratos Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 223.20K | $64.59M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Stratos Investment Management, LLC | Institutional manager | 30 Jun 2026 | 130.08K | $37.64M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | All Terrain Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 66.66K | $19.29M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Alaska Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 30.92K | $8.95M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Vanguard Personalized Indexing Management, LLC | Institutional manager | 30 Jun 2026 | 2.47M | $714.20M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | OneAscent Financial Services LLC | Institutional manager | 30 Jun 2026 | 86.79K | $25.11M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Mayfair Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 29.19K | $8.45M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Stokes Family Office, LLC | Institutional manager | 30 Jun 2026 | 180.92K | $52.35M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Keebeck Wealth Management | Institutional manager | 30 Jun 2026 | 92.21K | $26.68M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Macro Advisors, Inc. | Institutional manager | 30 Jun 2026 | 10.79K | $3.12M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | PATRON PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 37.15K | $10.75M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Sterling Financial Planning, Inc. | Institutional manager | 30 Jun 2026 | 16.12K | $4.67M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | OneAscent Wealth Management LLC | Institutional manager | 30 Jun 2026 | 7.80K | $2.26M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Oder Investment Management, LLC | Institutional manager | 30 Jun 2026 | 40.30K | $11.66M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Manhattan West Asset Management, LLC | Institutional manager | 30 Jun 2026 | 72.22K | $20.90M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Mystic Asset Management, Inc. | Institutional manager | 30 Jun 2026 | 100.68K | $29.13M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Greenspring Advisors, LLC | Institutional manager | 30 Jun 2026 | 66.73K | $19.31M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Callan Family Office, LLC | Institutional manager | 30 Jun 2026 | 613.56K | $177.54M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | NEOS Investment Management LLC | Institutional manager | 30 Jun 2026 | 5.53M | $1.60B* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | BRIGHT FINANCIAL ADVISORS, INC. | Institutional manager | 30 Jun 2026 | 20.16K | $5.83M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Beckerman Institutional, LLC | Institutional manager | 30 Jun 2026 | 6.97K | $2.02M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | LifePlan Investment Advisors, Inc. | Institutional manager | 30 Jun 2026 | 15.33K | $4.44M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | OneAscent Family Office, LLC | Institutional manager | 30 Jun 2026 | 6.12K | $1.77M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Redwood Park Advisors LLC | Institutional manager | 30 Jun 2026 | 11.75K | $3.40M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Cauble & Harre Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 3.18K | $920.74K* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Presper Financial Architects, LLC | Institutional manager | 30 Jun 2026 | 9.46K | $2.74M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Legacy Edge Advisors, LLC | Institutional manager | 30 Jun 2026 | 43.35K | $12.54M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Fund Advisors of America Inc/FL | Institutional manager | 30 Jun 2026 | 21.06K | $6.10M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | BEACON HILL WEALTH MANAGEMENT LTD. | Institutional manager | 30 Jun 2026 | 1.73K | $501.46K* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 1.59M | $459.26M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | OXFORD FINANCIAL GROUP, LTD. LLC | Institutional manager | 30 Jun 2026 | 163.49K | $47.31M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | SCOTIA CAPITAL INC. | Institutional manager | 30 Jun 2026 | 3.22M | $932.26M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | BRIGHTON JONES LLC | Institutional manager | 30 Jun 2026 | 579.66K | $167.73M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Mathes Company, Inc. | Institutional manager | 30 Jun 2026 | 42.48K | $12.29M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | ITHAKA GROUP LLC | Institutional manager | 30 Jun 2026 | 9.33K | $2.70M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Glaxis Capital Management, LLC | Institutional manager | 30 Jun 2026 | 1.70K | $491.91K* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Clarkston Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 7.55K | $2.18M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Advisory Alpha, LLC | Institutional manager | 30 Jun 2026 | 147.59K | $42.71M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | RKL Wealth Management LLC | Institutional manager | 30 Jun 2026 | 119.15K | $34.48M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Integrated Advisors Network LLC | Institutional manager | 30 Jun 2026 | 238.17K | $68.92M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | ELCO Management Co., LLC | Institutional manager | 30 Jun 2026 | 29.43K | $8.52M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | ARTHUR M. COHEN & ASSOCIATES, LLC | Institutional manager | 30 Jun 2026 | 176.52K | $51.08M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Sicart Associates LLC | Institutional manager | 30 Jun 2026 | 14.92K | $4.32M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Peterson Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 13.41K | $3.88M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Altman Advisors, Inc. | Institutional manager | 30 Jun 2026 | 34.74K | $10.05M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | 360 Financial, Inc. | Institutional manager | 30 Jun 2026 | 12.22K | $3.54M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Rothschild Wealth LLC | Institutional manager | 30 Jun 2026 | 55.99K | $16.20M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | SJBENEN ADVISORY, LLC | Institutional manager | 30 Jun 2026 | 19.22K | $5.56M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Proem Advisors LLC | Institutional manager | 30 Jun 2026 | 110.00K | $31.83M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Consilium Wealth Advisory, LLC | Institutional manager | 30 Jun 2026 | 73.72K | $21.33M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Enhancing Capital LLC | Institutional manager | 30 Jun 2026 | 3.34K | $965.88K* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Clay Northam Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 51.23K | $14.83M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | GRAND WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 922.00 | $266.79K* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | Garden State Investment Advisory Services LLC | Institutional manager | 30 Jun 2026 | 39.52K | $11.44M* | 30 Jun 2026 |
|---|
| 11 Aug 2026 | VIAWEALTH, LLC | Institutional manager | 30 Jun 2026 | 17.75K | $5.14M* | 30 Jun 2026 |
|---|