| Orange County Employees Retirement System | Added 43.40% | +$63.6M | $210M | 75.13% | Aug 7, 2026 |
| Caz Investments LP | Added 192.60% | +$61.5M | $93.4M | 17.02% | Aug 24, 2026 |
| Cresset Asset Management, LLC | Added 46.30% | +$40.7M | $129M | 0.47% | Aug 14, 2026 |
| Texas Treasury Safekeeping Trust Co | New Buy | +$35.9M | $35.9M | 5.19% | Aug 14, 2026 |
| Auto-Owners Insurance Co | New Buy | +$31.9M | $31.9M | 0.72% | Jul 15, 2026 |
| Laura & John Arnold Foundation | New Buy | +$12.4M | $12.4M | 3.76% | Aug 14, 2026 |
| Van Eck Associates Corp | Added 35.23% | +$11.9M | $45.8M | 0.03% | Aug 14, 2026 |
| Wellington Management Group LLP | New Buy | +$11.7M | $11.7M | 0.00% | Aug 14, 2026 |
| Nomura Holdings Inc | Added 5554.10% | +$7.19M | $7.31M | 0.01% | Aug 14, 2026 |
| Requisite Capital Management, LLC | Added 50.84% | +$6.83M | $20.3M | 3.35% | Aug 7, 2026 |
| Mubadala Investment Co PJSC | Added 2.26% | +$6.8M | $308M | 0.89% | Aug 14, 2026 |
| Ares Management LLC | Added 46.11% | +$6.42M | $20.4M | 0.89% | Aug 14, 2026 |
| Pine Ridge Advisers LLC | Added 50.00% | +$5.29M | $15.9M | 0.96% | Aug 14, 2026 |
| GCM Grosvenor Holdings, LLC | Added 27.30% | +$3.99M | $18.6M | 0.80% | Aug 14, 2026 |
| Intrinsic Edge Capital Management LLC | New Buy | +$3.62M | $3.62M | 0.37% | Aug 12, 2026 |
| Blue Pool Management Ltd. | Sell 100% | -$2.46M | $0 | Not reported | Aug 14, 2026 |
| Bayshore Capital Advisors, LLC | Added 46.34% | +$1.94M | $6.12M | 2.86% | Jul 22, 2026 |
| Callodine Capital Management, LP | Added 71.43% | +$1.29M | $3.11M | 0.20% | Aug 14, 2026 |
| Bulldog Investors, LLP | Added 17.30% | +$1.21M | $8.21M | 1.80% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | Added 118.51% | +$1.19M | $2.19M | 0.04% | Aug 10, 2026 |
| Fiduciary Trust Co | Added 46.34% | +$1.16M | $3.67M | 0.04% | Aug 13, 2026 |
| North Ground Capital | Added 47.06% | +$919K | $2.87M | 3.45% | Aug 13, 2026 |
| Choreo, LLC | Reduce 81.33% | -$858K | $197K | 0.00% | Aug 4, 2026 |
| Summit Financial, LLC | Added 23.62% | +$812K | $4.25M | 0.05% | Aug 12, 2026 |
| Jain Global LLC | New Buy | +$740K | $740K | 0.00% | Aug 14, 2026 |
| Palogic Value Management, L.P. | Added 125.31% | +$685K | $1.23M | 0.41% | Aug 14, 2026 |
| Capital Fund Management S.A. | New Buy | +$634K | $634K | 0.00% | Aug 13, 2026 |
| Diversify Wealth Management, LLC | Added 39.54% | +$620K | $2.19M | 0.04% | Jul 30, 2026 |
| Independent Financial Group, LLC | Added 59.83% | +$559K | $1.49M | 0.03% | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | Added 139.17% | +$530K | $910K | 0.01% | Aug 11, 2026 |
| TrueMark Investments, LLC | Added 117.73% | +$484K | $895K | 0.11% | Jul 22, 2026 |
| Adapt Wealth Advisors, LLC | Added 44.47% | +$460K | $1.49M | 0.49% | Aug 12, 2026 |
| NewEdge Wealth, LLC | Reduce 55.49% | -$428K | $343K | 0.00% | Aug 10, 2026 |
| Caprock Group, LLC | Sell 100% | -$426K | $0 | 0.00% | Jul 27, 2026 |
| Whittier Trust Co | Reduce 63.51% | -$421K | $242K | 0.00% | Jul 28, 2026 |
| Naviter Wealth, LLC | New Buy | +$419K | $419K | 0.04% | Aug 7, 2026 |
| Zions Bancorporation, National Association | Added 46.56% | +$401K | $1.26M | 0.08% | Jul 31, 2026 |
| Pettinga Financial Advisors LLC | Added 10.94% | +$389K | $3.95M | 0.63% | Jul 9, 2026 |
| Hennion & Walsh Asset Management, Inc. | Added 161.29% | +$372K | $602K | 0.02% | Jul 8, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 43.02% | +$357K | $1.19M | 0.01% | Aug 14, 2026 |
| SCS Capital Management LLC | Added 19.29% | +$348K | $2.15M | 0.02% | Aug 6, 2026 |
| Laurel Oak Wealth Management, LLC | Added 65.48% | +$347K | $877K | 0.13% | Jul 21, 2026 |
| Elevation Point Wealth Partners, LLC | Added 39.55% | +$341K | $1.2M | 0.02% | Aug 12, 2026 |
| TT Capital Management LLC | Added 63.51% | +$326K | $839K | 0.65% | Aug 4, 2026 |
| Confluence Investment Management LLC | New Buy | +$322K | $322K | 0.01% | Jul 1, 2026 |
| Perennial Investment Advisors, LLC | Added 29.60% | +$322K | $1.41M | 0.09% | Aug 14, 2026 |
| Prota Financial, LLC | Added 46.78% | +$298K | $936K | 0.62% | Jul 7, 2026 |
| Destiny Wealth Partners, LLC | Reduce 53.98% | -$272K | $232K | 0.03% | Aug 7, 2026 |
| Tennessee Valley Asset Management Partners | Sell 100% | -$268K | $0 | 0.00% | Aug 10, 2026 |
| Black Maple Capital Management LP | New Buy | +$259K | $259K | 0.15% | Aug 14, 2026 |
| OMERS ADMINISTRATION Corp | Added 3.32% | +$255K | $7.91M | 0.05% | Aug 13, 2026 |
| Elm Partners Management LLC | Added 50.00% | +$228K | $683K | 0.02% | Jul 28, 2026 |
| &Partners | Added 120.17% | +$213K | $391K | 0.00% | Aug 14, 2026 |
| Beacon Bridge Wealth Partners, LLC | Added 62.60% | +$212K | $550K | 0.16% | Aug 5, 2026 |
| Denali Advisors LLC | Added 9.74% | +$190K | $2.14M | 0.22% | Aug 10, 2026 |
| Quantinno Capital Management LP | Sell 100% | -$184K | $0 | 0.00% | Aug 13, 2026 |
| Kathmere Capital Management, LLC | Sell 100% | -$182K | $0 | 0.00% | Jul 29, 2026 |
| Cullen/Frost Bankers, Inc. | Added 66.97% | +$178K | $445K | 0.00% | Jul 27, 2026 |
| Norden Group LLC | Added 150.00% | +$176K | $293K | 0.02% | Jul 29, 2026 |
| Paragon Capital Management Ltd | New Buy | +$169K | $169K | 0.03% | Jul 29, 2026 |
| Angeles Wealth Management, LLC | Sell 100% | -$166K | $0 | 0.00% | Jul 28, 2026 |
| Keybank National Association | Sell 100% | -$148K | $0 | 0.00% | Jul 28, 2026 |
| Catalyst Funds Management Pty Ltd | New Buy | +$147K | $147K | 0.01% | Aug 10, 2026 |
| Truvestments Capital LLC | Added 10.65% | +$142K | $1.47M | 0.22% | Aug 12, 2026 |
| Liberty Square Wealth Partners LLC | New Buy | +$140K | $140K | 0.03% | Aug 10, 2026 |
| Inspire Advisors, LLC | New Buy | +$138K | $138K | 0.01% | Aug 13, 2026 |
| Onyx Bridge Wealth Group LLC | Added 65.90% | +$137K | $346K | 0.03% | Jul 23, 2026 |
| Summit Trail Advisors, LLC | New Buy | +$130K | $130K | 0.00% | Aug 11, 2026 |
| Tranquility Partners, LLC | Added 46.34% | +$129K | $408K | 0.14% | Jul 23, 2026 |
| Integrity Financial Corp | New Buy | +$123K | $123K | 0.06% | Jul 31, 2026 |
| Nomura Asset Management Co Ltd | New Buy | +$120K | $120K | 0.00% | Aug 13, 2026 |
| Bluespring Wealth Management, LLC | New Buy | +$120K | $120K | 0.00% | Aug 11, 2026 |
| Heritage Investment Group, Inc. | New Buy | +$113K | $113K | 0.02% | Jul 29, 2026 |
| FWG Holdings, LLC | Added 50.99% | +$111K | $330K | 0.11% | Aug 14, 2026 |
| Americana Partners, LLC | Added 46.34% | +$107K | $338K | 0.01% | Aug 5, 2026 |
| Bull Harbor Capital LLC | New Buy | +$106K | $106K | 0.02% | Aug 10, 2026 |
| Geometric Wealth Advisors | New Buy | +$105K | $105K | 0.01% | Aug 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Added 3.87% | +$104K | $2.78M | 0.00% | Jul 30, 2026 |
| Closed-End Fund Advisors, Inc. | Reduce 5.88% | -$103K | $1.65M | 1.61% | Jul 27, 2026 |
| Wealth Architects, LLC | Added 46.35% | +$103K | $325K | 0.03% | Jul 23, 2026 |
| Blair William & Co | Added 38.01% | +$89K | $323K | 0.00% | Aug 11, 2026 |
| Ashton Thomas Securities, LLC | Added 51.35% | +$85.8K | $253K | 0.04% | Jul 27, 2026 |
| Endowment Wealth Management, Inc. | Added 46.21% | +$79.2K | $251K | 0.10% | Aug 6, 2026 |
| tru Independence LLC | Added 54.00% | +$73.9K | $211K | 0.09% | Aug 10, 2026 |
| Perigon Wealth Management, LLC | Added 28.23% | +$70.4K | $320K | 0.01% | Aug 7, 2026 |
| QP Wealth Management, LLC | Added 22.25% | +$68.8K | $378K | 0.54% | Jul 20, 2026 |
| PVG Asset Management Corp | Reduce 10.31% | -$66.3K | $577K | 0.33% | Jul 1, 2026 |
| Guggenheim Capital LLC | Added 42.20% | +$58.1K | $196K | 0.00% | Aug 12, 2026 |
| Prospera Financial Services Inc | Reduce 26.16% | -$47.8K | $135K | 0.00% | Jul 15, 2026 |
| Lake Street Private Wealth, LLC | Sell 100% | -$39.9K | $0 | 0.00% | Aug 10, 2026 |
| Fort Point Capital Partners LLC | Added 6.28% | +$35.4K | $598K | 0.04% | Aug 14, 2026 |
| TMB Capital Partners, LLC | Added 24.94% | +$28.3K | $142K | 0.04% | Jul 24, 2026 |
| Lido Advisors, LLC | Reduce 10.00% | -$26.5K | $238K | 0.00% | Aug 7, 2026 |
| Fiduciary Financial Advisors | New Buy | +$16.7K | $16.7K | 0.00% | Aug 14, 2026 |
| Founders Financial Alliance, LLC | Reduce 4.01% | -$13.1K | $314K | 0.04% | Aug 4, 2026 |
| NorthRock Partners, LLC | Reduce 1.29% | -$10.9K | $836K | 0.01% | Aug 11, 2026 |
| Clayton Financial Group LLC | Sell 100% | -$10.5K | $0 | 0.00% | Jul 20, 2026 |
| Pinnacle Associates Ltd | Added 2.16% | +$9.65K | $457K | 0.01% | Aug 3, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | Added 2.16% | +$9.65K | $457K | 0.03% | Aug 5, 2026 |
| MRP Capital Investments, LLC | New Buy | +$3.46K | $3.46K | 0.00% | Aug 10, 2026 |
