7/2/2025 | Neville Rodie & Shaw Inc. | 53,238 | $780K | 0.1% | -14.4% | 0.020% | |
7/1/2025 | Confluence Investment Management LLC | 451,191 | $6.61M | 0.1% | +29.0% | 0.169% | |
6/27/2025 | Goldman Sachs Group Inc. | 82,284 | $1.25M | 0.0% | -86.5% | 0.031% | |
5/28/2025 | Strs Ohio | 15,380,696 | $232.86M | 1.0% | N/A | 5.774% | |
5/27/2025 | Advisors Capital Management LLC | 326,292 | $4.94M | 0.1% | -1.7% | 0.122% | |
5/21/2025 | Geneos Wealth Management Inc. | 41,942 | $635K | 0.0% | +5.1% | 0.016% | |
5/20/2025 | Focus Partners Wealth | 33,355 | $505K | 0.0% | +24.9% | 0.013% | |
5/20/2025 | Anchor Investment Management LLC | 279,423 | $4.23M | 0.4% | +1.9% | 0.105% | |
5/19/2025 | Jane Street Group LLC | 28,518 | $432K | 0.0% | -81.0% | 0.011% | |
5/19/2025 | SCS Capital Management LLC | 422,846 | $6.40M | 0.1% | N/A | 0.159% | |
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5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 428,715 | $6.49M | 0.0% | N/A | 0.161% | |
5/16/2025 | Empowered Funds LLC | 27,411 | $415K | 0.0% | +140.0% | 0.010% | |
5/16/2025 | Northeast Financial Consultants Inc | 4,120,043 | $62.38M | 2.8% | +60.4% | 1.547% | |
5/16/2025 | Goldman Sachs Group Inc. | 82,284 | $1.25M | 0.0% | -86.5% | 0.031% | |
5/16/2025 | Plancorp LLC | 20,076 | $304K | 0.0% | N/A | 0.008% | |
5/16/2025 | NewEdge Advisors LLC | 43,534 | $659K | 0.0% | +19.7% | 0.016% | |
5/16/2025 | Millennium Management LLC | 1,528,608 | $23.14M | 0.0% | -19.9% | 0.574% | |
5/16/2025 | Advisors Asset Management Inc. | 176,439 | $2.67M | 0.1% | +8.2% | 0.066% | |
5/16/2025 | AlphaQ Advisors LLC | 17,886 | $271K | 0.6% | N/A | 0.007% | |
5/15/2025 | Promethium Advisors LLC | 22,100 | $335K | 0.2% | +51.4% | 0.008% | |
5/15/2025 | Ares Management LLC | 2,498,802 | $37.83M | 2.3% | -12.1% | 0.938% | |
5/15/2025 | EP Wealth Advisors LLC | 145,855 | $2.21M | 0.0% | -14.1% | 0.055% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 19,309 | $292K | 0.0% | N/A | 0.007% | |
5/15/2025 | Royal Bank of Canada | 131,544 | $1.99M | 0.0% | +41.4% | 0.049% | |
5/15/2025 | MAI Capital Management | 1,374,377 | $20.81M | 0.2% | +2.0% | 0.516% | |
5/15/2025 | Cura Wealth Advisors LLC | 268,700 | $4.07M | 1.6% | +11.5% | 0.101% | |
5/15/2025 | Quarry LP | 2,242 | $34K | 0.0% | N/A | 0.001% | |
5/15/2025 | Vident Advisory LLC | 15,634 | $237K | 0.0% | N/A | 0.006% | |
5/15/2025 | Evergreen Capital Management LLC | 25,295 | $383K | 0.0% | +9.2% | 0.009% | |
5/15/2025 | Lansforsakringar Fondforvaltning AB publ | 23,762 | $360K | 0.0% | N/A | 0.009% | |
5/15/2025 | OMERS ADMINISTRATION Corp | 2,293,430 | $34.72M | 0.3% | +2.6% | 0.861% | |
5/14/2025 | Truvestments Capital LLC | 273,880 | $4.15M | 0.9% | +60.2% | 0.103% | |
5/14/2025 | Ieq Capital LLC | 183,422 | $2.78M | 0.0% | +9.1% | 0.069% | |
5/14/2025 | Comerica Bank | 12,513 | $189K | 0.0% | -11.5% | 0.005% | |
5/14/2025 | Freedom Investment Management Inc. | 23,185 | $351K | 0.0% | -6.2% | 0.009% | |
5/14/2025 | SVB Wealth LLC | 3,279 | $50K | 0.0% | N/A | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 13,425 | $203K | 0.0% | N/A | 0.005% | |
5/14/2025 | Douglass Winthrop Advisors LLC | 35,987 | $545K | 0.0% | -45.5% | 0.014% | |
5/14/2025 | AlphaQuest LLC | 7,067 | $107K | 0.0% | +44.7% | 0.003% | |
5/14/2025 | Arnhold LLC | 1,447,589 | $21.92M | 2.2% | +2.5% | 0.543% | |
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5/14/2025 | MAS Advisors LLC | 16,629 | $252K | 0.4% | +32.5% | 0.006% | |
5/14/2025 | 1832 Asset Management L.P. | 184,492 | $2.79M | 0.0% | +27.4% | 0.069% | |
5/14/2025 | Credit Agricole S A | 108,336 | $1.64M | 0.0% | +280.4% | 0.041% | |
5/14/2025 | M Holdings Securities Inc. | 348,587 | $5.28M | 0.9% | +3.3% | 0.131% | |
5/13/2025 | Ethos Financial Group LLC | 26,348 | $399K | 0.0% | N/A | 0.010% | |
5/13/2025 | Raymond James Financial Inc. | 380,999 | $5.77M | 0.0% | +29.2% | 0.143% | |
5/13/2025 | Partners Group Holding AG | 2,000,926 | $30.29M | 1.3% | +9.9% | 0.751% | |
5/13/2025 | Cresset Asset Management LLC | 73,385 | $1.11M | 0.0% | -41.9% | 0.028% | |
5/13/2025 | Global Endowment Management LP | 80,000 | $1.21M | 0.2% | -20.0% | 0.030% | |
5/13/2025 | Wealthedge Investment Advisors LLC | 120,216 | $1.82M | 0.8% | +124.0% | 0.045% | |
5/13/2025 | Nations Financial Group Inc. IA ADV | 44,194 | $669K | 0.1% | -5.5% | 0.017% | |
5/13/2025 | OneAscent Investment Solutions LLC | 43,359 | $656K | 0.8% | N/A | 0.016% | |
5/13/2025 | Boston Partners | 1,119,863 | $16.66M | 0.0% | +19.6% | 0.420% | |
5/13/2025 | HighTower Advisors LLC | 697,916 | $10.57M | 0.0% | +7.7% | 0.262% | |
5/12/2025 | Eagle Global Advisors LLC | 11,010 | $167K | 0.0% | -49.1% | 0.004% | |
5/12/2025 | Shade Tree Advisors LLC | 33,565 | $508K | 0.5% | N/A | 0.013% | |
5/12/2025 | Invesco Ltd. | 85,378 | $1.29M | 0.0% | -8.6% | 0.032% | |
5/12/2025 | Condor Capital Management | 342,054 | $5.18M | 0.5% | +11.2% | 0.128% | |
5/12/2025 | Connor Clark & Lunn Investment Management Ltd. | 215,615 | $3.26M | 0.0% | +7.4% | 0.081% | |
5/12/2025 | Hirtle Callaghan & Co LLC | 844,348 | $12.78M | 0.5% | -7.0% | 0.317% | |
5/12/2025 | AlphaCore Capital LLC | 16,869 | $255K | 0.0% | N/A | 0.006% | |
5/9/2025 | Chicago Partners Investment Group LLC | 57,061 | $809K | 0.0% | +21.0% | 0.021% | |
5/9/2025 | Nicholas Hoffman & Company LLC. | 33,236 | $503K | 0.0% | -3.7% | 0.012% | |
5/9/2025 | Atria Wealth Solutions Inc. | 15,916 | $241K | 0.0% | -24.5% | 0.006% | |
5/9/2025 | Haven Private LLC | 10,630 | $161K | 0.1% | -67.1% | 0.004% | |
5/9/2025 | Blair William & Co. IL | 43,826 | $664K | 0.0% | +67.4% | 0.017% | |
5/9/2025 | LGT Capital Partners LTD. | 900,000 | $13.63M | 0.6% | +38.9% | 0.339% | |
5/9/2025 | LSV Asset Management | 1,236,218 | $18.72M | 0.0% | -5.3% | 0.466% | |
5/8/2025 | Signature Wealth Management Partners LLC | 11,172 | $169K | 0.1% | N/A | 0.004% | |
5/8/2025 | Pasadena Private Wealth LLC | 36,000 | $545K | 0.1% | N/A | 0.014% | |
5/8/2025 | GSA Capital Partners LLP | 37,243 | $564K | 0.1% | -76.8% | 0.014% | |
5/7/2025 | Ironsides Asset Advisors LLC | 12,950 | $196K | 0.1% | N/A | 0.005% | |
5/7/2025 | Foundations Investment Advisors LLC | 28,343 | $429K | 0.0% | +74.3% | 0.011% | |
5/7/2025 | Mackenzie Financial Corp | 32,940 | $499K | 0.0% | N/A | 0.012% | |
5/7/2025 | LPL Financial LLC | 424,266 | $6.42M | 0.0% | +16.1% | 0.160% | |
5/7/2025 | Texas Yale Capital Corp. | 173,139 | $2.62M | 0.1% | +10.8% | 0.065% | |
5/7/2025 | Allen Investment Management LLC | 4,135,726 | $62.62M | 0.7% | +11.9% | 1.558% | |
5/7/2025 | HB Wealth Management LLC | 251,150 | $3.80M | 0.0% | -1.1% | 0.095% | |
5/7/2025 | Baillie Gifford & Co. | 548,319 | $8.30M | 0.0% | +30.9% | 0.207% | |
5/6/2025 | Navellier & Associates Inc. | 18,177 | $257K | 0.0% | -25.5% | 0.007% | |
5/6/2025 | Cetera Investment Advisers | 111,756 | $1.69M | 0.0% | +18.9% | 0.042% | |
5/6/2025 | Avantax Advisory Services Inc. | 23,164 | $351K | 0.0% | +96.0% | 0.009% | |
5/6/2025 | Advisor OS LLC | 193,220 | $2.93M | 0.3% | +2.3% | 0.073% | |
5/6/2025 | Wedbush Securities Inc. | 42,881 | $649K | 0.0% | +3.6% | 0.016% | |
5/6/2025 | Triumph Capital Management | 51,003 | $772K | 0.3% | +5.1% | 0.019% | |
5/6/2025 | Next Capital Management LLC | 342,953 | $5.19M | 2.5% | -41.3% | 0.129% | |
5/6/2025 | VSM Wealth Advisory LLC | 2,565 | $39K | 0.0% | +102.0% | 0.001% | |
5/5/2025 | OneAscent Wealth Management LLC | 398,483 | $6.03M | 2.6% | -5.5% | 0.150% | |
5/5/2025 | Edgemoor Investment Advisors Inc. | 70,215 | $1.06M | 0.1% | -1.8% | 0.026% | |
5/5/2025 | Lindbrook Capital LLC | 3,015,305 | $45.65M | 4.2% | -0.8% | 1.136% | |
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5/5/2025 | Eagle Bay Advisors LLC | 260,325 | $3.94M | 3.3% | +41.8% | 0.098% | |
5/5/2025 | IFP Advisors Inc | 2,793 | $42K | 0.0% | -42.9% | 0.001% | |
5/5/2025 | OneAscent Financial Services LLC | 550,361 | $8.34M | 0.5% | +37.3% | 0.207% | |
5/5/2025 | Denali Advisors LLC | 554,527 | $8.40M | 1.0% | +2.5% | 0.209% | |
5/5/2025 | Private Advisor Group LLC | 40,213 | $609K | 0.0% | +23.2% | 0.015% | |
5/5/2025 | Muzinich & Co. Inc. | 933,787 | $14.14M | 8.0% | +28.2% | 0.352% | |
5/5/2025 | Mandatum Life Insurance Co Ltd | 46,457 | $703K | 0.2% | +13.8% | 0.017% | |
5/2/2025 | Legacy Capital Wealth Partners LLC | 110,979 | $1.68M | 0.4% | -7.4% | 0.042% | |
5/2/2025 | Sage Mountain Advisors LLC | 2,746,062 | $41.58M | 3.1% | +9.4% | 1.034% | |
5/2/2025 | BluePointe Capital Management LLC | 113,017 | $1.71M | 0.7% | +9.6% | 0.043% | |