4/26/2024 | Triasima Portfolio Management inc. | 67,070 | $1.29M | 0.1% | N/A | 0.011% | |
4/19/2024 | Everett Harris & Co. CA | 20,657 | $398K | 0.0% | -4.3% | 0.004% | |
4/19/2024 | Veracity Capital LLC | 53,023 | $1.02M | 0.4% | +172.2% | 0.009% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 30,309 | $584K | 0.2% | N/A | 0.005% | |
4/19/2024 | Uncommon Cents Investing LLC | 38,810 | $748K | 0.2% | +8.0% | 0.007% | |
4/19/2024 | First Trust Direct Indexing L.P. | 22,264 | $429K | 0.0% | -5.5% | 0.004% | |
|
4/10/2024 | Partnership Wealth Management LLC | 117,598 | $2.27M | 1.6% | -3.0% | 0.020% | |
4/5/2024 | GAMMA Investing LLC | 4,230 | $82K | 0.0% | +21.8% | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 11,543 | $240K | 0.0% | -16.7% | 0.002% | |
2/26/2024 | Syon Capital LLC | 15,530 | $323K | 0.0% | -12.9% | 0.003% | |
2/14/2024 | Fiduciary Management Inc. WI | 5,673,413 | $118.18M | 1.1% | -6.9% | 0.967% | |
2/13/2024 | Morningstar Investment Services LLC | 20,729 | $434K | 0.0% | +104.3% | 0.004% | |
2/13/2024 | Crossmark Global Holdings Inc. | 42,523 | $885K | 0.0% | -12.7% | 0.007% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,314 | $48K | 0.0% | +349.3% | 0.000% | |
2/12/2024 | Eagle Asset Management Inc. | 14,861 | $310K | 0.0% | -3.6% | 0.003% | |
2/9/2024 | Pzena Investment Management LLC | 16,267,492 | $338.85M | 1.3% | -0.1% | 2.772% | |
2/9/2024 | Franklin Resources Inc. | 74,101 | $1.54M | 0.0% | -4.4% | 0.013% | |
2/9/2024 | Assetmark Inc. | 4,178 | $87K | 0.0% | +169.9% | 0.001% | |
2/9/2024 | Corient Private Wealth LLC | 66,134 | $1.38M | 0.0% | +164.6% | 0.011% | |
2/9/2024 | PNC Financial Services Group Inc. | 11,543 | $240K | 0.0% | -16.7% | 0.002% | |
2/8/2024 | Quadrant Capital Group LLC | 3,167 | $66K | 0.0% | -23.0% | 0.001% | |
2/8/2024 | Guardian Capital Advisors LP | 123,715 | $2.56M | 0.3% | +16.7% | 0.021% | |
2/8/2024 | Moran Wealth Management LLC | 155,897 | $3.25M | 0.1% | N/A | 0.027% | |
2/7/2024 | Partnership Wealth Management LLC | 121,243 | $2.34M | 1.7% | N/A | 0.021% | |
2/7/2024 | QRG Capital Management Inc. | 45,493 | $948K | 0.0% | +44.9% | 0.008% | |
2/7/2024 | VisionPoint Advisory Group LLC | 39,001 | $812K | 0.3% | N/A | 0.007% | |
2/6/2024 | National Bank of Canada FI | 17,439 | $370K | 0.0% | -13.8% | 0.003% | |
2/2/2024 | Syon Capital LLC | 15,530 | $323K | 0.0% | -12.9% | 0.003% | |
2/1/2024 | GAMMA Investing LLC | 3,472 | $67K | 0.0% | N/A | 0.001% | |
2/1/2024 | Signaturefd LLC | 7,643 | $159K | 0.0% | -11.1% | 0.001% | |
1/29/2024 | Lodestar Private Asset Management LLC | 15,782 | $329K | 0.1% | -3.7% | 0.003% | |
1/29/2024 | Hartford Financial Management Inc. | 1,688 | $35K | 0.0% | +98.8% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 26,786 | $558K | 0.0% | +6.1% | 0.005% | |
1/22/2024 | Veracity Capital LLC | 19,480 | $406K | 0.2% | N/A | 0.003% | |
1/18/2024 | Uncommon Cents Investing LLC | 35,920 | $748K | 0.2% | +19.7% | 0.006% | |
1/18/2024 | Ritholtz Wealth Management | 30,237 | $630K | 0.0% | +20.1% | 0.005% | |
1/16/2024 | Pacer Advisors Inc. | 488,401 | $10.17M | 0.0% | +14,252.1% | 0.083% | |
1/16/2024 | Raymond James & Associates | 28,960 | $603K | 0.0% | +4.0% | 0.005% | |
1/11/2024 | Bruce G. Allen Investments LLC | 1,468 | $31K | 0.0% | N/A | 0.000% | |
11/14/2023 | Morningstar Investment Services LLC | 10,145 | $220K | 0.0% | +6.4% | 0.002% | |
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11/14/2023 | Valley National Advisers Inc. | 15,813 | $341K | 0.1% | -3.7% | 0.003% | |
11/14/2023 | Mckinley Capital Management LLC | 13,789 | $297K | 0.0% | N/A | 0.002% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 92,635 | $2.00M | 0.0% | +259.5% | 0.016% | |
11/13/2023 | Eagle Asset Management Inc. | 15,412 | $332K | 0.0% | N/A | 0.003% | |
11/13/2023 | Mariner LLC | 38,668 | $833K | 0.0% | -9.6% | 0.007% | |
11/13/2023 | Clearbridge Investments LLC | 11,106 | $239K | 0.0% | +21.7% | 0.002% | |
11/13/2023 | Invesco Ltd. | 801,136 | $17.26M | 0.0% | -20.6% | 0.137% | |
11/13/2023 | Envestnet Asset Management Inc. | 259,033 | $5.58M | 0.0% | +362.2% | 0.044% | |
11/13/2023 | QRG Capital Management Inc. | 31,393 | $676K | 0.0% | N/A | 0.005% | |
11/9/2023 | Pzena Investment Management LLC | 16,288,934 | $350.86M | 1.5% | -2.3% | 2.776% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 18,652 | $402K | 0.0% | +10.2% | 0.003% | |
11/4/2023 | Syon Capital LLC | 17,831 | $384K | 0.0% | N/A | 0.003% | |
11/4/2023 | Signaturefd LLC | 8,601 | $185K | 0.0% | +7.3% | 0.001% | |
10/30/2023 | First Trust Direct Indexing L.P. | 23,888 | $515K | 0.1% | +6.6% | 0.004% | |
10/26/2023 | Inspire Investing LLC | 27,840 | $600K | 0.1% | N/A | 0.005% | |
10/26/2023 | Advisor Partners II LLC | 10,836 | $233K | 0.0% | +16.3% | 0.002% | |
10/24/2023 | Bank of New York Mellon Corp | 23,371 | $503K | 0.0% | -3.6% | 0.004% | |
10/24/2023 | Raymond James & Associates | 27,835 | $600K | 0.0% | -7.9% | 0.005% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,241 | $307K | 0.0% | -11.4% | 0.002% | |
10/20/2023 | Uncommon Cents Investing LLC | 30,020 | $647K | 0.2% | +23.7% | 0.005% | |
10/18/2023 | Riverwater Partners LLC | 12,800 | $276K | 0.3% | -5.7% | 0.002% | |
10/13/2023 | Ritholtz Wealth Management | 25,178 | $542K | 0.0% | N/A | 0.004% | |
10/11/2023 | Koss Olinger Consulting LLC | 77,086 | $1.66M | 0.2% | -20.0% | 0.013% | |
10/10/2023 | National Bank of Canada FI | 20,236 | $427K | 0.0% | +4.4% | 0.003% | |
8/14/2023 | Morningstar Investment Services LLC | 9,533 | $224K | 0.0% | N/A | 0.002% | |
8/11/2023 | Settian Capital LP | 40,000 | $957K | 0.8% | N/A | 0.007% | |
8/11/2023 | Clearbridge Investments LLC | 9,125 | $218K | 0.0% | N/A | 0.002% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 25,771 | $617K | 0.0% | +71.7% | 0.004% | |
8/11/2023 | Franklin Resources Inc. | 91,846 | $2.20M | 0.0% | -13.1% | 0.016% | |
8/10/2023 | US Bancorp DE | 25,891 | $620K | 0.0% | -21.9% | 0.004% | |
8/7/2023 | Arbor Investment Advisors LLC | 8,850 | $212K | 0.0% | N/A | 0.002% | |
8/7/2023 | Mirabella Financial Services LLP | 35,098 | $840K | 0.1% | N/A | 0.006% | |
8/4/2023 | Envestnet Asset Management Inc. | 56,042 | $1.34M | 0.0% | -37.6% | 0.010% | |
8/4/2023 | Pzena Investment Management LLC | 16,672,581 | $398.98M | 1.7% | -16.7% | 2.841% | |
8/1/2023 | Signaturefd LLC | 8,017 | $192K | 0.0% | +8.6% | 0.001% | |
7/31/2023 | Crossmark Global Holdings Inc. | 46,670 | $1.23M | 0.0% | +2.4% | 0.008% | |
7/31/2023 | Valley National Advisers Inc. | 16,425 | $394K | 0.1% | -4.7% | 0.003% | |
7/31/2023 | Koss Olinger Consulting LLC | 96,306 | $2.31M | 0.3% | +2.4% | 0.016% | |
7/28/2023 | Vanguard Personalized Indexing Management LLC | 16,920 | $405K | 0.0% | +7.4% | 0.003% | |
7/27/2023 | Everett Harris & Co. CA | 21,798 | $522K | 0.0% | -3.5% | 0.004% | |
7/26/2023 | National Bank of Canada FI | 19,391 | $463K | 0.0% | +3.1% | 0.003% | |
7/21/2023 | Creative Planning | 30,039 | $719K | 0.0% | +27.8% | 0.005% | |
7/20/2023 | Uncommon Cents Investing LLC | 24,270 | $581K | 0.2% | +27.7% | 0.004% | |
7/18/2023 | Riverwater Partners LLC | 13,580 | $325K | 0.3% | +35.8% | 0.002% | |
7/14/2023 | Ronald Blue Trust Inc. | 1,819 | $39K | 0.0% | -24.8% | 0.000% | |
7/14/2023 | First Trust Direct Indexing L.P. | 22,406 | $536K | 0.1% | -2.3% | 0.004% | |
7/12/2023 | Pacer Advisors Inc. | 3,197 | $77K | 0.0% | -98.4% | 0.001% | |
7/12/2023 | Capricorn Fund Managers Ltd | 50,643 | $1.21M | 0.4% | -76.0% | 0.009% | |
7/10/2023 | AE Wealth Management LLC | 8,707 | $208K | 0.0% | N/A | 0.001% | |
6/5/2023 | EP Wealth Advisors LLC | 2,860 | $2.90M | 0.0% | N/A | 0.000% | |
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5/15/2023 | Dodge & Cox | 4,223,110 | $89.78M | 0.1% | +20.5% | 0.720% | |
5/15/2023 | Pzena Investment Management LLC | 20,025,078 | $425.73M | 1.8% | -17.7% | 3.412% | |
5/12/2023 | Koss Olinger Consulting LLC | 94,087 | $2M | 0.2% | +1.3% | 0.016% | |
5/12/2023 | Gallacher Capital Management LLC | 12,608 | $268K | 0.2% | -16.5% | 0.002% | |
5/12/2023 | Ethic Inc. | 18,662 | $397K | 0.0% | +43.4% | 0.003% | |
5/12/2023 | CIBC Private Wealth Group LLC | 14,241 | $303K | 0.0% | +6.7% | 0.002% | |
5/11/2023 | Jarislowsky Fraser Ltd | 14,345 | $304K | 0.0% | -16.3% | 0.002% | |
5/10/2023 | Vanguard Personalized Indexing Management LLC | 15,751 | $335K | 0.0% | +12.3% | 0.003% | |
5/9/2023 | US Bancorp DE | 33,164 | $705K | 0.0% | +12.8% | 0.006% | |
5/9/2023 | Y Intercept Hong Kong Ltd | 14,379 | $306K | 0.0% | -69.8% | 0.002% | |