4/19/2024 | First Trust Direct Indexing L.P. | 22,636 | $298K | 0.0% | -7.0% | 0.003% | |
4/15/2024 | Janiczek Wealth Management LLC | 16,903 | $222K | 0.0% | +23.9% | 0.002% | |
4/15/2024 | Atlas Capital Advisors LLC | 28,187 | $371K | 0.1% | -5.6% | 0.004% | |
4/11/2024 | Ballentine Partners LLC | 24,465 | $322K | 0.0% | +18.8% | 0.004% | |
4/9/2024 | Alaska Permanent Fund Corp | 23,729 | $312K | 0.0% | N/A | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 36,080 | $443K | 0.0% | -7.3% | 0.005% | |
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3/1/2024 | Goldman Sachs Group Inc. | 2,239,694 | $27.53M | 0.0% | +6.8% | 0.323% | |
2/26/2024 | Syon Capital LLC | 23,447 | $288K | 0.0% | N/A | 0.003% | |
2/14/2024 | Barometer Capital Management Inc. | 9,700 | $119K | 0.0% | N/A | 0.001% | |
2/14/2024 | 13D Management LLC | 440,384 | $5.41M | 3.2% | -41.9% | 0.064% | |
2/13/2024 | Crossmark Global Holdings Inc. | 83,338 | $1.02M | 0.0% | +11.1% | 0.012% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,382 | $29K | 0.0% | +169.5% | 0.000% | |
2/13/2024 | Optiver Holding B.V. | 228,078 | $2.80M | 0.0% | -65.9% | 0.033% | |
2/9/2024 | US Bancorp DE | 53,600 | $659K | 0.0% | +13.3% | 0.008% | |
2/9/2024 | UBS Group AG | 496,739 | $6.11M | 0.0% | -0.3% | 0.071% | |
2/9/2024 | PNC Financial Services Group Inc. | 36,080 | $443K | 0.0% | -7.3% | 0.005% | |
2/8/2024 | Quadrant Capital Group LLC | 13,473 | $166K | 0.0% | +18.0% | 0.002% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 56,998 | $701K | 0.0% | -2.2% | 0.008% | |
2/7/2024 | Dimensional Fund Advisors LP | 2,283,779 | $28.07M | 0.0% | -2.3% | 0.328% | |
2/7/2024 | QRG Capital Management Inc. | 18,159 | $223K | 0.0% | +8.4% | 0.003% | |
2/7/2024 | Principal Street Partners LLC | 14,794 | $182K | 0.0% | -49.7% | 0.002% | |
2/6/2024 | Henry James International Management Inc. | 270,333 | $3.32M | 1.2% | -22.0% | 0.039% | |
2/6/2024 | Natixis Advisors L.P. | 83,497 | $1.03M | 0.0% | +15.0% | 0.012% | |
2/6/2024 | First Trust Direct Indexing L.P. | 24,334 | $299K | 0.0% | +35.5% | 0.003% | |
2/2/2024 | Syon Capital LLC | 23,447 | $288K | 0.0% | N/A | 0.003% | |
2/1/2024 | National Wealth Management Group LLC | 10,228 | $126K | 0.1% | N/A | 0.001% | |
1/26/2024 | Cerity Partners LLC | 16,751 | $206K | 0.0% | +33.8% | 0.002% | |
1/23/2024 | Ballentine Partners LLC | 20,594 | $253K | 0.0% | +16.1% | 0.003% | |
1/22/2024 | Crane Advisory LLC | 13,705 | $170K | 0.0% | N/A | 0.002% | |
1/8/2024 | First Affirmative Financial Network | 16,519 | $203K | 0.2% | +8.7% | 0.002% | |
11/15/2023 | 13D Management LLC | 757,583 | $7.99M | 5.0% | +35.5% | 0.107% | |
11/13/2023 | Natixis Advisors L.P. | 72,604 | $765K | 0.0% | +2.5% | 0.010% | |
11/13/2023 | Optiver Holding B.V. | 668,130 | $7.08M | 0.0% | -31.1% | 0.094% | |
11/13/2023 | Mariner LLC | 132,517 | $1.40M | 0.0% | +43.1% | 0.019% | |
11/13/2023 | QRG Capital Management Inc. | 16,756 | $177K | 0.0% | N/A | 0.002% | |
11/13/2023 | PNC Financial Services Group Inc. | 38,915 | $410K | 0.0% | -11.8% | 0.005% | |
11/9/2023 | UBS Group AG | 498,279 | $5.25M | 0.0% | -0.4% | 0.070% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 58,275 | $614K | 0.0% | -23.2% | 0.008% | |
11/8/2023 | Sequoia Financial Advisors LLC | 13,315 | $140K | 0.0% | N/A | 0.002% | |
11/4/2023 | Signaturefd LLC | 13,880 | $146K | 0.0% | +41.9% | 0.002% | |
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11/1/2023 | Orion Portfolio Solutions LLC | 35,366 | $373K | 0.0% | -3.9% | 0.005% | |
10/24/2023 | Bank of New York Mellon Corp | 41,345 | $436K | 0.0% | +17.1% | 0.006% | |
10/20/2023 | Lester Murray Antman dba SimplyRich | 28,913 | $304K | 0.1% | N/A | 0.004% | |
10/19/2023 | Ballentine Partners LLC | 17,745 | $187K | 0.0% | +6.5% | 0.002% | |
10/16/2023 | First Affirmative Financial Network | 15,191 | $160K | 0.2% | +46.2% | 0.002% | |
10/16/2023 | Hartford Investment Management Co. | 50,897 | $536K | 0.0% | -7.8% | 0.007% | |
10/16/2023 | Summit Global Investments | 23,258 | $245K | 0.0% | -45.1% | 0.003% | |
10/13/2023 | Janiczek Wealth Management LLC | 13,013 | $137K | 0.0% | +10.1% | 0.002% | |
8/21/2023 | Principal Street Partners LLC | 14,715 | $154K | 0.0% | +25.2% | 0.002% | |
8/14/2023 | Eqis Capital Management Inc. | 23,515 | $246K | 0.0% | -11.5% | 0.003% | |
8/11/2023 | PNC Financial Services Group Inc. | 44,145 | $463K | 0.0% | -25.3% | 0.006% | |
8/10/2023 | Optiver Holding B.V. | 969,783 | $10.13M | 0.0% | +208.4% | 0.135% | |
8/4/2023 | Envestnet Asset Management Inc. | 108,096 | $1.13M | 0.0% | -84.7% | 0.015% | |
8/4/2023 | Quantinno Capital Management LP | 35,314 | $370K | 0.0% | +83.5% | 0.005% | |
8/3/2023 | JNBA Financial Advisors | 27,462 | $288K | 0.0% | -52.8% | 0.004% | |
8/3/2023 | Henry James International Management Inc. | 346,564 | $3.63M | 1.6% | -30.0% | 0.048% | |
7/31/2023 | Crossmark Global Holdings Inc. | 75,185 | $835K | 0.0% | -2.4% | 0.010% | |
7/26/2023 | Ballentine Partners LLC | 16,659 | $175K | 0.0% | +17.1% | 0.002% | |
7/21/2023 | Creative Planning | 23,111 | $242K | 0.0% | +109.3% | 0.003% | |
7/19/2023 | Hartford Investment Management Co. | 55,222 | $579K | 0.0% | +32.8% | 0.008% | |
7/19/2023 | Summit Global Investments | 42,350 | $444K | 0.0% | N/A | 0.006% | |
7/14/2023 | First Trust Direct Indexing L.P. | 18,305 | $192K | 0.0% | -12.1% | 0.003% | |
7/11/2023 | Janiczek Wealth Management LLC | 11,815 | $124K | 0.0% | +17.7% | 0.002% | |
7/10/2023 | First Affirmative Financial Network | 10,393 | $109K | 0.1% | N/A | 0.001% | |
5/15/2023 | 13D Management LLC | 580,773 | $6.07M | 3.1% | -23.0% | 0.081% | |
5/12/2023 | FCA Corp TX | 16,000 | $167K | 0.1% | -36.0% | 0.002% | |
5/12/2023 | Ethic Inc. | 71,646 | $749K | 0.0% | -9.6% | 0.010% | |
5/11/2023 | Natixis Advisors L.P. | 73,763 | $771K | 0.0% | -15.7% | 0.010% | |
5/11/2023 | Optiver Holding B.V. | 314,466 | $3.29M | 0.0% | +198.1% | 0.044% | |
5/11/2023 | Greenleaf Trust | 10,614 | $111K | 0.0% | N/A | 0.001% | |
5/10/2023 | Vanguard Personalized Indexing Management LLC | 75,199 | $786K | 0.0% | -3.1% | 0.011% | |
5/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 429,341 | $4.49M | 0.0% | +71.5% | 0.060% | |
5/9/2023 | Russell Investments Group Ltd. | 152,080 | $1.59M | 0.0% | N/A | 0.021% | |
5/3/2023 | Quantinno Capital Management LP | 19,244 | $201K | 0.0% | -15.8% | 0.003% | |
5/2/2023 | JNBA Financial Advisors | 58,188 | $608K | 0.1% | +4.7% | 0.008% | |
4/28/2023 | Signaturefd LLC | 9,402 | $98K | 0.0% | -12.2% | 0.001% | |
4/28/2023 | Janney Montgomery Scott LLC | 21,861 | $228K | 0.0% | -46.5% | 0.003% | |
4/27/2023 | First Trust Direct Indexing L.P. | 20,830 | $218K | 0.0% | -4.6% | 0.003% | |
3/6/2023 | OLD Mission Capital LLC | 250,078 | $2.82M | 0.1% | +243.4% | 0.035% | |
2/13/2023 | Schechter Investment Advisors LLC | 18,115 | $204K | 0.0% | -41.8% | 0.003% | |
2/13/2023 | M&T Bank Corp | 19,483 | $414K | 0.0% | -26.9% | 0.003% | |
2/10/2023 | Zions Bancorporation N.A. | 12,285 | $138K | 0.0% | -36.9% | 0.002% | |
2/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 250,312 | $2.82M | 0.0% | +996.9% | 0.035% | |
2/10/2023 | Optiver Holding B.V. | 105,476 | $1.19M | 0.0% | N/A | 0.015% | |
2/10/2023 | PNC Financial Services Group Inc. | 80,183 | $904K | 0.0% | -8.7% | 0.011% | |
2/10/2023 | Vanguard Personalized Indexing Management LLC | 77,584 | $874K | 0.0% | +34.3% | 0.011% | |
2/9/2023 | Victory Capital Management Inc. | 67,782 | $766K | 0.0% | N/A | 0.009% | |
2/9/2023 | Dimensional Fund Advisors LP | 2,328,313 | $26.24M | 0.0% | -3.0% | 0.325% | |
2/9/2023 | Huntington National Bank | 5,698 | $64K | 0.0% | -32.7% | 0.001% | |
2/9/2023 | HighTower Advisors LLC | 22,140 | $250K | 0.0% | +10.7% | 0.003% | |
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2/8/2023 | UBS Group AG | 511,035 | $5.76M | 0.0% | +0.4% | 0.071% | |
2/7/2023 | Addison Advisors LLC | 6,240 | $70K | 0.0% | +55.0% | 0.001% | |
2/7/2023 | Envestnet Asset Management Inc. | 147,552 | $1.66M | 0.0% | -30.7% | 0.021% | |
2/7/2023 | JNBA Financial Advisors | 55,563 | $626K | 0.1% | +39.5% | 0.008% | |
2/6/2023 | Brinker Capital Investments LLC | 118,494 | $1.34M | 0.0% | -30.9% | 0.017% | |
2/6/2023 | Parallel Advisors LLC | 4,782 | $54K | 0.0% | -21.9% | 0.001% | |
2/3/2023 | Ellevest Inc. | 10,855 | $122K | 0.0% | +88.1% | 0.002% | |
2/3/2023 | Great Waters Wealth Management | 14,506 | $166K | 0.0% | N/A | 0.002% | |
2/1/2023 | Bank of Montreal Can | 242,759 | $2.75M | 0.0% | +1,001.6% | 0.034% | |
2/1/2023 | Henry James International Management Inc. | 495,054 | $5.58M | 2.7% | -0.3% | 0.069% | |