4/16/2024 | Kathmere Capital Management LLC | 10,479 | $258K | 0.0% | N/A | 0.005% | |
4/11/2024 | Ballentine Partners LLC | 14,582 | $360K | 0.0% | +23.3% | 0.007% | |
3/22/2024 | PNC Financial Services Group Inc. | 13,836 | $324K | 0.0% | +3.2% | 0.006% | |
2/14/2024 | Barometer Capital Management Inc. | 5,000 | $117K | 0.0% | N/A | 0.002% | |
2/13/2024 | Gabelli Funds LLC | 44,500 | $1.04M | 0.0% | -7.3% | 0.021% | |
2/9/2024 | PNC Financial Services Group Inc. | 13,836 | $324K | 0.0% | +3.2% | 0.006% | |
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2/8/2024 | Quadrant Capital Group LLC | 21,762 | $510K | 0.0% | +171.3% | 0.010% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 10,166 | $238K | 0.0% | N/A | 0.005% | |
2/6/2024 | West Family Investments Inc. | 9,388 | $220K | 0.1% | N/A | 0.004% | |
2/6/2024 | First Trust Direct Indexing L.P. | 27,806 | $651K | 0.1% | +13.4% | 0.013% | |
2/1/2024 | CWM LLC | 2,632 | $62K | 0.0% | +47.1% | 0.001% | |
2/1/2024 | Signaturefd LLC | 13,578 | $318K | 0.0% | +105.8% | 0.006% | |
1/26/2024 | Cerity Partners LLC | 9,007 | $211K | 0.0% | N/A | 0.004% | |
1/26/2024 | Sequoia Financial Advisors LLC | 8,648 | $203K | 0.0% | N/A | 0.004% | |
1/23/2024 | Ballentine Partners LLC | 11,829 | $277K | 0.0% | N/A | 0.005% | |
1/18/2024 | Blue Trust Inc. | 1,711 | $40K | 0.0% | +291.5% | 0.001% | |
12/6/2023 | Citigroup Inc. | 26,649 | $551K | 0.0% | +10.9% | 0.012% | |
11/13/2023 | PNC Financial Services Group Inc. | 13,403 | $277K | 0.0% | +5.5% | 0.006% | |
11/9/2023 | Deutsche Bank AG | 42,605 | $880K | 0.0% | N/A | 0.020% | |
11/9/2023 | Citigroup Inc. | 26,649 | $551K | 0.0% | +10.9% | 0.012% | |
11/4/2023 | Signaturefd LLC | 6,599 | $136K | 0.0% | -12.1% | 0.003% | |
10/30/2023 | First Trust Direct Indexing L.P. | 24,523 | $507K | 0.1% | -5.6% | 0.011% | |
10/24/2023 | Robeco Institutional Asset Management B.V. | 12,381 | $256K | 0.0% | -32.0% | 0.006% | |
9/1/2023 | Portside Wealth Group LLC | 9,684 | $226K | 0.0% | N/A | 0.004% | |
8/11/2023 | Renaissance Technologies LLC | 2,618,761 | $61.20M | 0.1% | -0.5% | 1.212% | |
8/11/2023 | Nia Impact Advisors LLC | 96,820 | $2.24M | 1.3% | -0.9% | 0.045% | |
8/11/2023 | Hsbc Holdings PLC | 41,216 | $965K | 0.0% | +66.4% | 0.019% | |
8/11/2023 | Guggenheim Capital LLC | 33,133 | $774K | 0.0% | -34.8% | 0.015% | |
8/10/2023 | Johnson Investment Counsel Inc. | 20,800 | $486K | 0.0% | +96.2% | 0.010% | |
8/10/2023 | Quadrant Capital Group LLC | 12,957 | $303K | 0.0% | +32.2% | 0.006% | |
8/2/2023 | Bank of Montreal Can | 90,528 | $2.17M | 0.0% | N/A | 0.042% | |
8/1/2023 | Signaturefd LLC | 7,506 | $175K | 0.0% | +22.7% | 0.003% | |
8/1/2023 | Portside Wealth Group LLC | 9,684 | $226K | 0.0% | N/A | 0.004% | |
7/28/2023 | Vanguard Personalized Indexing Management LLC | 9,214 | $215K | 0.0% | -12.8% | 0.004% | |
7/24/2023 | Robeco Institutional Asset Management B.V. | 18,202 | $425K | 0.0% | -56.9% | 0.008% | |
7/21/2023 | Creative Planning | 20,598 | $481K | 0.0% | +73.9% | 0.010% | |
7/14/2023 | First Trust Direct Indexing L.P. | 25,970 | $607K | 0.1% | +70.2% | 0.012% | |
5/12/2023 | Ethic Inc. | 25,720 | $649K | 0.0% | -11.7% | 0.012% | |
5/11/2023 | Balentine LLC | 9,989 | $252K | 0.0% | N/A | 0.005% | |
5/11/2023 | Cerity Partners LLC | 5,964 | $1.56M | 0.0% | N/A | 0.003% | |
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5/11/2023 | Greenleaf Trust | 10,138 | $256K | 0.0% | -43.0% | 0.005% | |
5/11/2023 | Guggenheim Capital LLC | 50,808 | $1.28M | 0.0% | -28.4% | 0.024% | |
5/9/2023 | Tower Research Capital LLC TRC | 5,299 | $134K | 0.0% | +585.5% | 0.002% | |
5/9/2023 | US Bancorp DE | 11,157 | $282K | 0.0% | -27.6% | 0.005% | |
5/4/2023 | Robeco Institutional Asset Management B.V. | 42,206 | $1.07M | 0.0% | -81.9% | 0.020% | |
5/3/2023 | Nia Impact Advisors LLC | 97,666 | $2.47M | 1.3% | -2.9% | 0.045% | |
4/28/2023 | Signaturefd LLC | 6,117 | $154K | 0.0% | -41.1% | 0.003% | |
4/27/2023 | First Trust Direct Indexing L.P. | 15,255 | $385K | 0.0% | +10.2% | 0.007% | |
4/20/2023 | Banque Cantonale Vaudoise | 1,156 | $29K | 0.0% | N/A | 0.001% | |
4/17/2023 | GPS Wealth Strategies Group LLC | 1,896 | $48K | 0.0% | N/A | 0.001% | |
4/17/2023 | Ronald Blue Trust Inc. | 3,583 | $82K | 0.0% | +72.3% | 0.002% | |
2/13/2023 | Renaissance Technologies LLC | 2,678,561 | $61.07M | 0.1% | -5.0% | 1.240% | |
2/13/2023 | Quadrant Capital Group LLC | 10,037 | $229K | 0.0% | -20.6% | 0.005% | |
2/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 17,048 | $389K | 0.0% | -43.9% | 0.008% | |
2/10/2023 | Vanguard Personalized Indexing Management LLC | 10,140 | $231K | 0.0% | -47.0% | 0.005% | |
2/9/2023 | Nia Impact Advisors LLC | 100,619 | $2.29M | 1.3% | +10.6% | 0.047% | |
2/9/2023 | First Trust Advisors LP | 74,805 | $1.71M | 0.0% | +33.3% | 0.035% | |
2/9/2023 | Citigroup Inc. | 18,766 | $428K | 0.0% | +96.4% | 0.009% | |
2/8/2023 | West Family Investments Inc. | 9,876 | $225K | 0.1% | -22.5% | 0.005% | |
2/8/2023 | Belpointe Asset Management LLC | 2,000 | $46K | 0.0% | N/A | 0.001% | |
2/7/2023 | Envestnet Asset Management Inc. | 9,970 | $227K | 0.0% | -55.3% | 0.005% | |
2/7/2023 | Robeco Institutional Asset Management B.V. | 233,588 | $5.33M | 0.0% | N/A | 0.108% | |
1/30/2023 | Signaturefd LLC | 10,381 | $237K | 0.0% | +10.0% | 0.005% | |
1/25/2023 | Oldfield Partners LLP | 44,500 | $1.02M | 0.2% | +34.4% | 0.021% | |
1/20/2023 | Veriti Management LLC | 13,849 | $316K | 0.0% | +21.4% | 0.006% | |
11/15/2022 | Ethic Inc. | 24,375 | $617K | 0.0% | +35.5% | 0.011% | |
11/14/2022 | Virtus ETF Advisers LLC | 46,333 | $1.17M | 0.5% | -11.7% | 0.021% | |
11/14/2022 | Guggenheim Capital LLC | 80,977 | $2.05M | 0.0% | -12.8% | 0.037% | |
11/14/2022 | Renaissance Technologies LLC | 2,818,361 | $71.31M | 0.1% | -6.0% | 1.304% | |
11/14/2022 | Lazard Asset Management LLC | 154,350 | $3.90M | 0.0% | -9.8% | 0.071% | |
11/14/2022 | Canada Pension Plan Investment Board | 16,330 | $413K | 0.0% | +390.4% | 0.008% | |
11/14/2022 | Hsbc Holdings PLC | 50,804 | $1.29M | 0.0% | +0.9% | 0.024% | |
11/10/2022 | Quadrant Capital Group LLC | 12,637 | $320K | 0.0% | +89.6% | 0.006% | |
11/10/2022 | Connor Clark & Lunn Investment Management Ltd. | 30,386 | $769K | 0.0% | -26.0% | 0.014% | |
11/10/2022 | Oldfield Partners LLP | 33,100 | $837K | 0.2% | N/A | 0.015% | |
11/8/2022 | Signaturefd LLC | 9,438 | $239K | 0.0% | +15.8% | 0.004% | |
10/27/2022 | US Bancorp DE | 18,537 | $469K | 0.0% | +25.9% | 0.009% | |
10/27/2022 | Veriti Management LLC | 11,409 | $289K | 0.0% | -15.0% | 0.005% | |
10/26/2022 | Balentine LLC | 12,746 | $322K | 0.0% | +34.2% | 0.006% | |
10/26/2022 | Wipfli Financial Advisors LLC | 2,865 | $72K | 0.0% | N/A | 0.001% | |
10/21/2022 | Ronald Blue Trust Inc. | 1,700 | $52K | 0.0% | +658.9% | 0.001% | |
8/13/2022 | Quadrant Capital Group LLC | 6,666 | $203K | 0.0% | +15.4% | 0.003% | |
8/13/2022 | Vanguard Personalized Indexing Management LLC | 17,079 | $520K | 0.0% | +107.7% | 0.008% | |
8/12/2022 | Virtus ETF Advisers LLC | 52,473 | $1.60M | 0.6% | +21.1% | 0.024% | |
8/12/2022 | Corient Capital Partners LLC | 7,129 | $217K | 0.0% | -11.0% | 0.003% | |
8/12/2022 | Greenleaf Trust | 17,865 | $543K | 0.0% | +4.0% | 0.008% | |
8/11/2022 | Cetera Advisor Networks LLC | 8,220 | $250K | 0.0% | +14.8% | 0.004% | |
8/9/2022 | Lazard Asset Management LLC | 171,098 | $5.20M | 0.0% | N/A | 0.079% | |
8/5/2022 | Connor Clark & Lunn Investment Management Ltd. | 41,082 | $1.25M | 0.0% | +23.4% | 0.019% | |
8/5/2022 | Nia Impact Advisors LLC | 44,358 | $1.35M | 0.8% | N/A | 0.021% | |
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8/3/2022 | Envestnet Asset Management Inc. | 32,204 | $980K | 0.0% | +13.0% | 0.015% | |
8/3/2022 | Janiczek Wealth Management LLC | 1,493 | $46K | 0.0% | -27.8% | 0.001% | |
8/1/2022 | EverSource Wealth Advisors LLC | 2,214 | $67K | 0.0% | +653.1% | 0.001% | |
8/1/2022 | US Bancorp DE | 14,725 | $448K | 0.0% | +6.2% | 0.007% | |
7/18/2022 | Veriti Management LLC | 13,429 | $409K | 0.1% | -34.1% | 0.006% | |
5/13/2022 | West Family Investments Inc. | 13,492 | $474K | 0.1% | +10.1% | 0.006% | |
5/12/2022 | Freestone Capital Holdings LLC | 8,869 | $312K | 0.0% | N/A | 0.004% | |
5/12/2022 | Connor Clark & Lunn Investment Management Ltd. | 33,288 | $1.17M | 0.0% | +52.8% | 0.015% | |
5/11/2022 | StoneX Group Inc. | 6,502 | $228K | 0.2% | +11.0% | 0.003% | |
5/10/2022 | Mercer Global Advisors Inc. ADV | 8,076 | $284K | 0.0% | +43.2% | 0.004% | |