8/8/2025 | Financial Gravity Companies Inc. | 18,760 | $172K | 0.0% | N/A | 0.002% | |
8/8/2025 | Cetera Investment Advisers | 772,691 | $7.10M | 0.0% | +22.5% | 0.074% | |
8/8/2025 | Creative Planning | 227,796 | $2.09M | 0.0% | +12.5% | 0.022% | |
8/8/2025 | SG Americas Securities LLC | 118,061 | $1.09M | 0.0% | +4.5% | 0.011% | |
8/8/2025 | Foundations Investment Advisors LLC | 25,191 | $232K | 0.0% | +17.7% | 0.002% | |
8/8/2025 | Advisors Capital Management LLC | 1,090,401 | $10.02M | 0.1% | +2.2% | 0.105% | |
8/8/2025 | Intrua Financial LLC | 36,171 | $332K | 0.0% | N/A | 0.003% | |
8/8/2025 | Police & Firemen s Retirement System of New Jersey | 362,333 | $3.33M | 0.0% | +14.5% | 0.035% | |
8/8/2025 | Geode Capital Management LLC | 24,995,789 | $229.99M | 0.0% | +10.9% | 2.399% | |
8/8/2025 | PNC Financial Services Group Inc. | 14,671 | $135K | 0.0% | -16.2% | 0.001% | |
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8/8/2025 | KBC Group NV | 26,768 | $246K | 0.0% | -19.9% | 0.003% | |
8/7/2025 | Simplify Asset Management Inc. | 86,000 | $790K | 0.0% | -73.3% | 0.008% | |
8/7/2025 | Boston Partners | 829,219 | $7.62M | 0.0% | -17.4% | 0.080% | |
8/7/2025 | Nwam LLC | 26,176 | $251K | 0.0% | +34.8% | 0.003% | |
8/7/2025 | Montag A & Associates Inc. | 10,914 | $102K | 0.0% | +48.9% | 0.001% | |
8/7/2025 | Aspen Wealth Strategies LLC | 27,074 | $249K | 0.2% | +32.6% | 0.003% | |
8/7/2025 | Samalin Investment Counsel LLC | 66,175 | $608K | 0.2% | +8.1% | 0.006% | |
8/7/2025 | Allworth Financial LP | 193,895 | $1.78M | 0.0% | -21.2% | 0.019% | |
8/7/2025 | Fidelis Capital Partners LLC | 19,476 | $183K | 0.0% | -10.2% | 0.002% | |
8/7/2025 | PFG Advisors | 10,565 | $97K | 0.0% | N/A | 0.001% | |
8/6/2025 | Prospera Financial Services Inc | 53,948 | $496K | 0.0% | +51.0% | 0.005% | |
8/6/2025 | American Assets Capital Advisers LLC | 38,019 | $349K | 0.4% | -91.2% | 0.004% | |
8/6/2025 | AE Wealth Management LLC | 16,527 | $152K | 0.0% | +62.0% | 0.002% | |
8/6/2025 | Penserra Capital Management LLC | 169,368 | $1.56M | 0.0% | -0.9% | 0.016% | |
8/6/2025 | Wedbush Securities Inc. | 68,519 | $630K | 0.0% | -21.2% | 0.007% | |
8/6/2025 | Pekin Hardy Strauss Inc. | 1,141,860 | $10.49M | 1.2% | +10.8% | 0.110% | |
8/6/2025 | Equity Investment Corp | 9,390,450 | $86.30M | 1.8% | +27.0% | 0.901% | |
8/5/2025 | Rareview Capital LLC | 68,326 | $628K | 0.4% | -10.2% | 0.007% | |
8/5/2025 | Huntington National Bank | 4,918 | $45K | 0.0% | +32.2% | 0.000% | |
8/5/2025 | Bank of New York Mellon Corp | 2,893,139 | $26.59M | 0.0% | -2.9% | 0.284% | |
8/5/2025 | Bank of Montreal Can | 72,608 | $667K | 0.0% | +180.1% | 0.007% | |
8/5/2025 | Sigma Planning Corp | 118,432 | $1.09M | 0.0% | -13.6% | 0.012% | |
8/4/2025 | Kovack Advisors Inc. | 230,407 | $2.12M | 0.2% | +3.6% | 0.023% | |
8/4/2025 | IFG Advisory LLC | 43,555 | $400K | 0.0% | -19.4% | 0.004% | |
8/4/2025 | BLB&B Advisors LLC | 14,805 | $136K | 0.0% | -11.9% | 0.001% | |
8/4/2025 | Strs Ohio | 219,331 | $2.02M | 0.0% | -2.2% | 0.021% | |
8/4/2025 | Atria Investments Inc | 22,737 | $209K | 0.0% | +15.8% | 0.002% | |
8/4/2025 | Savvy Advisors Inc. | 75,030 | $690K | 0.0% | +4.6% | 0.007% | |
8/4/2025 | Keybank National Association OH | 88,972 | $818K | 0.0% | -6.9% | 0.009% | |
8/4/2025 | HBK Sorce Advisory LLC | 137,672 | $1.27M | 0.0% | -8.3% | 0.013% | |
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8/4/2025 | Hantz Financial Services Inc. | 8,475 | $78K | 0.0% | N/A | 0.001% | |
8/4/2025 | Arkadios Wealth Advisors | 67,589 | $621K | 0.0% | +18.2% | 0.007% | |
8/4/2025 | Daymark Wealth Partners LLC | 10,085 | $93K | 0.0% | N/A | 0.001% | |
8/4/2025 | Waterfront Wealth Inc. | 127,388 | $1.17M | 0.3% | +23.9% | 0.012% | |
8/1/2025 | Oarsman Capital Inc. | 14,397 | $132K | 0.0% | +32.4% | 0.001% | |
8/1/2025 | Vision Financial Markets LLC | 28,600 | $263K | 0.2% | N/A | 0.003% | |
8/1/2025 | Teacher Retirement System of Texas | 138,828 | $1.28M | 0.0% | +7.2% | 0.014% | |
8/1/2025 | Transcend Capital Advisors LLC | 566,212 | $5.20M | 0.4% | -3.3% | 0.055% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,716,432 | $15.77M | 0.0% | +9.6% | 0.168% | |
7/31/2025 | Nisa Investment Advisors LLC | 183,710 | $1.71M | 0.0% | -17.3% | 0.018% | |
7/31/2025 | Brighton Jones LLC | 15,800 | $145K | 0.0% | +7.2% | 0.002% | |
7/31/2025 | Moloney Securities Asset Management LLC | 137,513 | $1.26M | 0.2% | +110.3% | 0.013% | |
7/31/2025 | 180 Wealth Advisors LLC | 18,959 | $174K | 0.0% | +10.6% | 0.002% | |
7/30/2025 | Insight Advisors LLC PA | 20,164 | $185K | 0.0% | +33.0% | 0.002% | |
7/30/2025 | Ethic Inc. | 125,567 | $1.17M | 0.0% | +62.4% | 0.012% | |
7/30/2025 | Brookstone Capital Management | 22,885 | $210K | 0.0% | -75.9% | 0.002% | |
7/30/2025 | D.A. Davidson & CO. | 25,462 | $234K | 0.0% | +8.5% | 0.002% | |
7/30/2025 | Dupree Financial Group LLC | 2,214,036 | $20.35M | 8.0% | +9.9% | 0.217% | |
7/30/2025 | Bogart Wealth LLC | 3,650 | $34K | 0.0% | +78.0% | 0.000% | |
7/29/2025 | Stephens Inc. AR | 42,536 | $391K | 0.0% | +5.4% | 0.004% | |
7/29/2025 | International Assets Investment Management LLC | 328,061 | $3.12M | 0.2% | +155.8% | 0.032% | |
7/29/2025 | Signature Estate & Investment Advisors LLC | 13,002 | $119K | 0.0% | N/A | 0.001% | |
7/29/2025 | Cannon Global Investment Management LLC | 160,000 | $1.47M | 3.0% | +28.0% | 0.016% | |
7/29/2025 | Stratos Wealth Partners LTD. | 37,991 | $349K | 0.0% | +101.4% | 0.004% | |
7/29/2025 | Private Trust Co. NA | 17,669 | $162K | 0.0% | -7.7% | 0.002% | |
7/29/2025 | Aubrey Capital Management Ltd | 135,300 | $1.25M | 0.5% | +27.5% | 0.013% | |
7/29/2025 | Stableford Capital II LLC | 112,877 | $1.10M | 0.4% | +61.4% | 0.011% | |
7/28/2025 | Allianz Asset Management GmbH | 11,676 | $107K | 0.0% | -79.0% | 0.001% | |
7/28/2025 | Davidson Investment Advisors | 3,813,681 | $35.05M | 1.6% | +11.2% | 0.374% | |
7/28/2025 | Triton Wealth Management PLLC | 46,056 | $443K | 0.2% | N/A | 0.005% | |
7/28/2025 | Harbour Investments Inc. | 44,101 | $405K | 0.0% | +18.3% | 0.004% | |
7/28/2025 | Innova Wealth Partners | 71,516 | $657K | 0.4% | +2.7% | 0.007% | |
7/28/2025 | RFG Advisory LLC | 10,744 | $99K | 0.0% | N/A | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 60,180 | $560K | 0.0% | -86.5% | 0.006% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 104,719 | $962K | 0.0% | +5.8% | 0.010% | |
7/25/2025 | Astoria Portfolio Advisors LLC. | 114,609 | $1.10M | 0.3% | -1.4% | 0.011% | |
7/25/2025 | Yousif Capital Management LLC | 44,958 | $413K | 0.0% | +6.9% | 0.004% | |
7/25/2025 | MGO One Seven LLC | 109,315 | $1.01M | 0.0% | +481.3% | 0.011% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 7,891,159 | $73.70M | 0.1% | -7.7% | 0.773% | |
7/25/2025 | LRI Investments LLC | 5,496 | $51K | 0.0% | +40.0% | 0.001% | |
7/25/2025 | CWM LLC | 59,391 | $546K | 0.0% | +66.9% | 0.006% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 42,522 | $391K | 0.0% | -24.5% | 0.004% | |
7/25/2025 | Apollon Wealth Management LLC | 19,520 | $179K | 0.0% | N/A | 0.002% | |
7/24/2025 | SLT Holdings LLC | 15,000 | $138K | 0.1% | +50.0% | 0.001% | |
7/24/2025 | WMG Financial Advisors LLC | 11,870 | $109K | 0.0% | N/A | 0.001% | |
7/24/2025 | IFP Advisors Inc | 18,504 | $188K | 0.0% | +185.6% | 0.002% | |
7/24/2025 | Blair William & Co. IL | 14,450 | $133K | 0.0% | +15.7% | 0.001% | |
7/24/2025 | US Bancorp DE | 177,789 | $1.63M | 0.0% | -2.6% | 0.017% | |
7/23/2025 | Maryland State Retirement & Pension System | 46,050 | $423K | 0.0% | +16.1% | 0.005% | |
7/23/2025 | Abel Hall LLC | 31,132 | $286K | 0.1% | N/A | 0.003% | |
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7/23/2025 | Joel Isaacson & Co. LLC | 27,622 | $254K | 0.0% | +40.5% | 0.003% | |
7/23/2025 | KLP Kapitalforvaltning AS | 191,800 | $1.78M | 0.0% | +12.0% | 0.019% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 30,338 | $279K | 0.0% | +15.6% | 0.003% | |
7/22/2025 | Capital Advisors Inc. OK | 25,634 | $236K | 0.0% | -10.6% | 0.003% | |
7/22/2025 | Red Tortoise LLC | 2,764 | $25K | 0.0% | +377.4% | 0.000% | |
7/22/2025 | Global Assets Advisory LLC | 63,620 | $594K | 0.2% | -64.1% | 0.006% | |
7/22/2025 | Fortitude Advisory Group L.L.C. | 113,991 | $1.05M | 0.6% | +14.5% | 0.011% | |
7/22/2025 | Beacon Financial Advisory LLC | 11,953 | $110K | 0.0% | N/A | 0.001% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 25,693 | $236K | 0.0% | +28.5% | 0.003% | |
7/22/2025 | Diligent Investors LLC | 17,076 | $157K | 0.0% | -53.9% | 0.002% | |