5/13/2024 | Rockport Wealth LLC | 1,985 | $598K | 0.2% | N/A | 0.000% | |
5/13/2024 | Signature Estate & Investment Advisors LLC | 177,939 | $53.59M | 1.5% | -8.3% | 0.018% | |
5/11/2024 | Gifford Fong Associates | 18,009 | $5.42M | 1.5% | -37.0% | 0.002% | |
5/11/2024 | Covestor Ltd | 950 | $286K | 0.2% | +16.0% | 0.000% | |
5/11/2024 | Beaumont Financial Advisors LLC | 2,470 | $744K | 0.1% | -2.0% | 0.000% | |
5/11/2024 | Hillsdale Investment Management Inc. | 3,515 | $1.06M | 0.1% | -19.5% | 0.000% | |
|
5/11/2024 | Orion Capital Management LLC | 4,815 | $1.45M | 0.8% | +3.1% | 0.000% | |
5/11/2024 | Ironwood Investment Counsel LLC | 3,425 | $1.03M | 0.2% | -5.1% | 0.000% | |
5/11/2024 | Catalytic Wealth RIA LLC | 263,669 | $79.41M | 15.9% | +2,981.7% | 0.027% | |
5/11/2024 | Jacobi Capital Management LLC | 6,418 | $1.93M | 0.2% | -5.0% | 0.001% | |
5/11/2024 | Edgestream Partners L.P. | 9,367 | $2.82M | 0.1% | +1,126.0% | 0.001% | |
5/11/2024 | Hirtle Callaghan & Co LLC | 735 | $221K | 0.0% | N/A | 0.000% | |
5/11/2024 | Strait & Sound Wealth Management LLC | 2,883 | $863K | 0.5% | +3.3% | 0.000% | |
5/10/2024 | Ontario Teachers Pension Plan Board | 1,373,493 | $413.67M | 3.6% | -7.0% | 0.142% | |
5/10/2024 | Blue Barn Wealth LLC | 2,207 | $665K | 0.4% | +1.8% | 0.000% | |
5/10/2024 | Connors Investor Services Inc. | 47,869 | $14.42M | 1.5% | -9.5% | 0.005% | |
5/10/2024 | Acadian Asset Management LLC | 31,779 | $9.57M | 0.0% | -18.5% | 0.003% | |
5/10/2024 | Fiducient Advisors LLC | 1,008 | $304K | 0.1% | N/A | 0.000% | |
5/10/2024 | TIAA Trust National Association | 93,233 | $28.08M | 0.1% | +1.4% | 0.010% | |
5/10/2024 | Vanguard Group Inc. | 84,635,254 | $25.49B | 0.5% | +1.2% | 8.743% | |
5/10/2024 | Alera Investment Advisors LLC | 870 | $262K | 0.0% | +12.8% | 0.000% | |
5/10/2024 | Cornerstone Advisors LLC | 49,300 | $14.85M | 0.6% | -1.6% | 0.005% | |
5/10/2024 | Spirepoint Private Client LLC | 1,144 | $345K | 0.1% | N/A | 0.000% | |
5/10/2024 | Westfield Capital Management Co. LP | 590,564 | $177.87M | 0.9% | -2.9% | 0.061% | |
5/10/2024 | Intech Investment Management LLC | 49,513 | $14.91M | 0.2% | +80.9% | 0.005% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 577,975 | $174.16M | 0.4% | -2.0% | 0.060% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 4,946 | $1.49M | 0.2% | +0.8% | 0.001% | |
5/10/2024 | First Foundation Advisors | 828 | $249K | 0.0% | +38.0% | 0.000% | |
5/10/2024 | M&G Plc | 7,235 | $2.18M | 0.0% | N/A | 0.001% | |
5/10/2024 | Banco Santander S.A. | 191,226 | $57.59M | 0.7% | -11.2% | 0.020% | |
5/10/2024 | Tocqueville Asset Management L.P. | 114,783 | $34.57M | 0.6% | -1.5% | 0.012% | |
5/10/2024 | Sentry Investment Management LLC | 5,454 | $1.64M | 0.6% | +6.8% | 0.001% | |
5/10/2024 | Motco | 39,122 | $11.78M | 0.7% | -6.4% | 0.004% | |
5/10/2024 | TCTC Holdings LLC | 102,807 | $30.96M | 1.0% | +0.3% | 0.011% | |
5/10/2024 | Wintrust Investments LLC | 10,073 | $3.03M | 0.3% | +8.7% | 0.001% | |
5/10/2024 | Nwam LLC | 20,011 | $5.55M | 0.4% | +895.1% | 0.002% | |
5/9/2024 | Forum Financial Management LP | 8,221 | $2.48M | 0.0% | +1.7% | 0.001% | |
5/9/2024 | RFP Financial Group LLC | 387 | $117K | 0.0% | +18.7% | 0.000% | |
5/9/2024 | Great Lakes Retirement Inc. | 8,340 | $2.51M | 0.4% | +1.4% | 0.001% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 19,533 | $5.88M | 0.4% | -2.9% | 0.002% | |
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5/9/2024 | Brighton Jones LLC | 27,329 | $8.23M | 0.3% | -5.3% | 0.003% | |
5/9/2024 | Trillium Asset Management LLC | 5,158 | $1.55M | 0.0% | -10.8% | 0.001% | |
5/9/2024 | ProVise Management Group LLC | 5,462 | $1.65M | 0.1% | -10.1% | 0.001% | |
5/9/2024 | Leo Wealth LLC | 3,604 | $1.09M | 0.1% | +27.6% | 0.000% | |
5/9/2024 | Element Capital Management LLC | 4,416 | $1.33M | 0.9% | N/A | 0.000% | |
5/9/2024 | Orion Portfolio Solutions LLC | 97,797 | $29.46M | 0.3% | -0.1% | 0.010% | |
5/9/2024 | Blair William & Co. IL | 807,203 | $243.11M | 0.8% | 0.0% | 0.083% | |
5/9/2024 | Renasant Bank | 7,749 | $2.33M | 1.7% | -1.5% | 0.001% | |
5/9/2024 | HBK Sorce Advisory LLC | 5,251 | $1.58M | 0.1% | +41.3% | 0.001% | |
5/9/2024 | Midwest Professional Planners LTD. | 13,413 | $4.04M | 1.4% | +17.7% | 0.001% | |
5/9/2024 | First Eagle Investment Management LLC | 1,932,172 | $581.93M | 1.3% | -0.1% | 0.200% | |
5/9/2024 | Kingsview Wealth Management LLC | 93,204 | $28.07M | 0.7% | +10.0% | 0.010% | |
5/9/2024 | Condor Capital Management | 16,608 | $5.00M | 0.5% | -2.1% | 0.002% | |
5/9/2024 | Beacon Investment Advisory Services Inc. | 32,785 | $9.87M | 0.4% | -2.0% | 0.003% | |
5/9/2024 | Delta Investment Management LLC | 9,918 | $2.99M | 0.7% | -1.0% | 0.001% | |
5/9/2024 | TBH Global Asset Management LLC | 2,156 | $649K | 0.1% | +25.7% | 0.000% | |
5/9/2024 | SageView Advisory Group LLC | 3,063 | $923K | 0.0% | -67.8% | 0.000% | |
5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 1,267,480 | $381.74M | 0.5% | +18.5% | 0.131% | |
5/9/2024 | Tradewinds LLC. | 3,378 | $1.02M | 0.9% | N/A | 0.000% | |
5/9/2024 | Souders Financial Advisors | 751 | $226K | 0.0% | N/A | 0.000% | |
5/9/2024 | Angeles Wealth Management LLC | 4,238 | $1.28M | 0.1% | +14.3% | 0.000% | |
5/9/2024 | Interchange Capital Partners LLC | 2,584 | $785K | 0.5% | -9.0% | 0.000% | |
5/9/2024 | State Board of Administration of Florida Retirement System | 1,050,700 | $316.45M | 0.6% | +5.4% | 0.109% | |
5/9/2024 | Eagle Bay Advisors LLC | 1,021 | $308K | 0.2% | +136.3% | 0.000% | |
5/9/2024 | TD Asset Management Inc | 807,993 | $243.35M | 0.2% | +2.3% | 0.083% | |
5/9/2024 | Dearborn Partners LLC | 5,488 | $1.65M | 0.1% | -2.7% | 0.001% | |
5/9/2024 | Patton Fund Management Inc. | 19,731 | $5.94M | 1.1% | -12.0% | 0.002% | |
5/9/2024 | WP Advisors LLC | 7,530 | $2.27M | 0.7% | -1.5% | 0.001% | |
5/9/2024 | New Insight Wealth Advisors | 8,617 | $2.60M | 1.6% | -0.7% | 0.001% | |
5/9/2024 | Koshinski Asset Management Inc. | 7,846 | $2.36M | 0.2% | -2.7% | 0.001% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 598,732 | $180.33M | 0.5% | -45.2% | 0.062% | |
5/8/2024 | Barings LLC | 8,800 | $2.65M | 0.1% | +1.5% | 0.001% | |
5/8/2024 | Camarda Financial Advisors LLC | 7,350 | $2.21M | 0.9% | -3.3% | 0.001% | |
5/8/2024 | Taurus Asset Management LLC | 54,930 | $16.54M | 1.7% | N/A | 0.006% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 14,336 | $4.32M | 0.1% | -12.6% | 0.001% | |
5/8/2024 | Cozad Asset Management Inc. | 13,963 | $4.21M | 0.4% | -0.6% | 0.001% | |
5/8/2024 | Baltimore Washington Financial Advisors Inc. | 27,785 | $8.37M | 0.5% | +3.4% | 0.003% | |
5/8/2024 | William Blair Investment Management LLC | 1,394,959 | $420.13M | 1.1% | +11.6% | 0.144% | |
5/8/2024 | Motley Fool Asset Management LLC | 71,182 | $21.44M | 0.7% | +0.1% | 0.007% | |
5/8/2024 | Sheets Smith Wealth Management | 3,351 | $1.01M | 0.1% | +35.1% | 0.000% | |
5/8/2024 | Motley Fool Wealth Management LLC | 205,987 | $62.04M | 3.2% | -2.8% | 0.021% | |
5/8/2024 | Bleakley Financial Group LLC | 23,855 | $7.19M | 0.2% | +15.4% | 0.002% | |
5/8/2024 | Baron Wealth Management LLC | 3,307 | $996K | 0.5% | +11.0% | 0.000% | |
5/8/2024 | Locust Wood Capital Advisers LLC | 236,919 | $71.36M | 2.6% | +7.2% | 0.024% | |
5/8/2024 | Focused Wealth Management Inc | 977 | $294K | 0.0% | +14.0% | 0.000% | |
5/8/2024 | ProShare Advisors LLC | 272,581 | $82.10M | 0.2% | -14.3% | 0.028% | |
5/8/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 212,504 | $64.00M | 0.4% | -0.3% | 0.022% | |
5/8/2024 | Milestone Resources Group Ltd | 324,479 | $97.73M | 3.4% | 0.0% | 0.034% | |
5/8/2024 | Avantax Advisory Services Inc. | 35,470 | $10.68M | 0.1% | +7.5% | 0.004% | |
5/8/2024 | US Bancorp DE | 496,307 | $149.48M | 0.2% | +2.0% | 0.051% | |
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5/8/2024 | Value Star Asset Management Hong Kong Ltd | 4,000 | $1.20M | 0.4% | N/A | 0.000% | |
5/8/2024 | United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 196,906 | $59.30M | 2.7% | +3.1% | 0.020% | |
5/8/2024 | SP Asset Management LLC | 25,467 | $7.67M | 0.7% | +0.2% | 0.003% | |
5/8/2024 | Russell Investments Group Ltd. | 760,970 | $229.21M | 0.4% | +0.4% | 0.079% | |
5/8/2024 | Washington Trust Advisors Inc. | 1,759 | $530K | 0.0% | -9.2% | 0.000% | |
5/8/2024 | Roffman Miller Associates Inc. PA | 34,508 | $10.39M | 0.7% | -4.7% | 0.004% | |
5/8/2024 | Qsemble Capital Management LP | 4,570 | $1.38M | 0.3% | -65.0% | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 182,849 | $55.07M | 0.7% | +118.5% | 0.019% | |
5/8/2024 | Sustainable Growth Advisers LP | 2,453,085 | $738.82M | 3.1% | -0.3% | 0.253% | |
5/8/2024 | New Republic Capital LLC | 2,119 | $639K | 0.4% | +3.1% | 0.000% | |