6/9/2025 | 1248 Management LLC | 95,619 | $14.79M | 6.0% | -0.2% | 0.001% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 40,040 | $6.19M | 3.1% | -0.8% | 0.000% | |
6/6/2025 | First Long Island Investors LLC | 197,732 | $30.58M | 2.5% | -11.3% | 0.002% | |
6/6/2025 | Nicola Wealth Management LTD. | 113,900 | $17.61M | 1.7% | -7.3% | 0.001% | |
6/5/2025 | Cim LLC | 131,011 | $20.26M | 3.0% | -11.2% | 0.001% | |
6/5/2025 | Osterweis Capital Management Inc. | 4,912 | $760K | 0.0% | +2.0% | 0.000% | |
6/4/2025 | First Hawaiian Bank | 2,135 | $330K | 0.0% | -97.9% | 0.000% | |
6/4/2025 | Harold Davidson & Associates Inc. | 18,261 | $2.82M | 1.5% | -4.6% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 3,089 | $478K | 0.0% | +28.3% | 0.000% | |
6/3/2025 | Invst LLC | 19,199 | $2.97M | 0.4% | -26.1% | 0.000% | |
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6/2/2025 | Modern Wealth Management LLC | 65,087 | $10.07M | 0.3% | +23.0% | 0.001% | |
5/29/2025 | Nova Wealth Management Inc. | 5,666 | $876K | 0.8% | -2.5% | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 3,613 | $559K | 0.2% | -11.5% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 1,814,959 | $280.19M | 0.3% | +36.8% | 0.015% | |
5/28/2025 | Vista Cima Wealth Management LLC | 6,359 | $983K | 0.7% | -1.7% | 0.000% | |
5/28/2025 | Silicon Valley Capital Partners | 276,145 | $42.62M | 5.6% | +10.6% | 0.002% | |
5/28/2025 | Anderson Financial Strategies LLC | 200 | $31K | 0.0% | -23.4% | 0.000% | |
5/28/2025 | Strs Ohio | 2,052,233 | $317.36M | 1.3% | N/A | 0.017% | |
5/28/2025 | GK Wealth Management LLC | 12,629 | $1.95M | 2.3% | +5.6% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 8,844 | $1.37M | 0.2% | +5.4% | 0.000% | |
5/28/2025 | Addison Capital Co | 61,774 | $9.55M | 3.7% | -3.3% | 0.001% | |
5/28/2025 | Turn8 Private Wealth Inc. | 21,756 | $3.36M | 2.6% | +2.2% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 42,811 | $6.62M | 0.5% | +5.2% | 0.000% | |
5/27/2025 | Carderock Capital Management Inc. | 58,385 | $9.03M | 2.4% | -8.4% | 0.000% | |
5/27/2025 | Advisors Capital Management LLC | 398,885 | $61.68M | 1.0% | +4.7% | 0.003% | |
5/27/2025 | SWS Partners | 14,550 | $2.25M | 0.7% | +2.3% | 0.000% | |
5/27/2025 | Iron Gate Global Advisors LLC | 96,640 | $14.94M | 2.1% | +6.0% | 0.001% | |
5/23/2025 | Triune Financial Partners LLC | 1,509 | $233K | 0.1% | N/A | 0.000% | |
5/23/2025 | Strategic Financial Services Inc. | 8,591 | $1.33M | 0.1% | -10.5% | 0.000% | |
5/23/2025 | Siren L.L.C. | 50,703 | $7.84M | 0.5% | +624.3% | 0.000% | |
5/23/2025 | Twin Lakes Capital Management LLC | 10,940 | $1.69M | 0.9% | -14.1% | 0.000% | |
5/22/2025 | Rollins Financial Advisors LLC | 155,604 | $24.06M | 4.2% | -1.8% | 0.001% | |
5/22/2025 | WBI Investments LLC | 2,695 | $417K | 0.1% | N/A | 0.000% | |
5/22/2025 | Kilter Group LLC | 1,321 | $204K | 0.1% | -8.3% | 0.000% | |
5/22/2025 | Chelsea Counsel Co. | 45,964 | $7.11M | 3.9% | -4.1% | 0.000% | |
5/21/2025 | Westbourne Investments Inc. | 29,403 | $4.55M | 2.7% | -3.4% | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 48,126 | $7.44M | 2.7% | +3.6% | 0.000% | |
5/21/2025 | MBL Wealth LLC | 23,884 | $3.69M | 0.4% | +1.1% | 0.000% | |
5/21/2025 | McAdam LLC | 11,205 | $1.73M | 0.1% | -3.2% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 5,469,471 | $845.76M | 2.4% | -6.6% | 0.045% | |
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5/21/2025 | Geneos Wealth Management Inc. | 74,363 | $11.50M | 0.4% | +20.1% | 0.001% | |
5/21/2025 | IFM Investors Pty Ltd | 1,055,890 | $163.28M | 1.8% | -0.3% | 0.009% | |
5/20/2025 | Acorns Advisers LLC | 4,826 | $746K | 0.0% | +20.3% | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 10,381 | $1.61M | 0.3% | -20.3% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 73,460 | $11.36M | 0.6% | +12.4% | 0.001% | |
5/20/2025 | Jupiter Wealth Management LLC | 93,087 | $15.50M | 9.9% | -6.5% | 0.001% | |
5/20/2025 | Intech Investment Management LLC | 661,238 | $102.25M | 1.1% | -25.6% | 0.005% | |
5/20/2025 | Focus Partners Wealth | 2,126,417 | $328.80M | 0.8% | +11.0% | 0.018% | |
5/20/2025 | Capital Impact Advisors LLC | 112,962 | $17.47M | 6.7% | N/A | 0.001% | |
5/20/2025 | Flaharty Asset Management LLC | 733 | $113K | 0.0% | N/A | 0.000% | |
5/20/2025 | Strive Asset Management LLC | 1,625 | $251K | 0.2% | +41.1% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 101,698 | $15.73M | 0.6% | +346.9% | 0.001% | |
5/20/2025 | Ransom Advisory Ltd | 58,858 | $9.10M | 4.5% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 104,476 | $16.16M | 1.5% | +1.6% | 0.001% | |
5/20/2025 | Glenview Trust co | 634,245 | $98.08M | 1.9% | +1.8% | 0.005% | |
5/20/2025 | Aspen Investment Management Inc | 12,861 | $1.99M | 0.9% | +10.4% | 0.000% | |
5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 1,609,888 | $248.95M | 2.2% | -0.6% | 0.013% | |
5/20/2025 | Plato Investment Management Ltd | 128,307 | $20.06M | 1.7% | -9.1% | 0.001% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 23,529 | $3.64M | 2.6% | +2.6% | 0.000% | |
5/19/2025 | SageView Advisory Group LLC | 53,702 | $8.31M | 0.4% | +3.1% | 0.000% | |
5/19/2025 | Advisory Alpha LLC | 22,442 | $3.47M | 0.1% | +17.9% | 0.000% | |
5/19/2025 | Trinity Financial Advisors LLC | 3,709 | $559K | 0.2% | +8.7% | 0.000% | |
5/19/2025 | Alaethes Wealth LLC | 7,646 | $1.18M | 0.4% | +1.1% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 46,979 | $7.27M | 0.1% | -84.1% | 0.000% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 43,865,520 | $6.78B | 1.7% | +11.4% | 0.361% | |
5/19/2025 | DCM Advisors LLC | 32,361 | $4.91M | 2.6% | -33.6% | 0.000% | |
5/16/2025 | Woodline Partners LP | 401,352 | $62.07M | 0.4% | +14.4% | 0.003% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 2,935,559 | $453.96M | 3.7% | +3.3% | 0.024% | |
5/16/2025 | Prostatis Group LLC | 8,639 | $1.34M | 0.4% | -7.7% | 0.000% | |
5/16/2025 | American Trust | 20,941 | $3.24M | 0.8% | -26.1% | 0.000% | |
5/16/2025 | McIlrath & Eck LLC | 9,649 | $1.49M | 0.2% | -4.2% | 0.000% | |
5/16/2025 | Semmax Financial Advisors Inc. | 29,750 | $4.54M | 1.2% | +6.5% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 286,057 | $44.24M | 0.6% | +24.2% | 0.002% | |
5/16/2025 | Logan Capital Management Inc. | 139,762 | $21.61M | 1.0% | -1.2% | 0.001% | |
5/16/2025 | AAF Wealth Management LLC | 4,283 | $662K | 0.4% | +4.0% | 0.000% | |
5/16/2025 | Northeast Financial Consultants Inc | 189,357 | $29.28M | 1.3% | -0.3% | 0.002% | |
5/16/2025 | Peloton Wealth Strategists | 45,467 | $7.03M | 2.9% | -3.6% | 0.000% | |
5/16/2025 | Atmos Capital Gestao DE Recursos LTDA. | 263,446 | $40.74M | 8.6% | -1.6% | 0.002% | |
5/16/2025 | Vancity Investment Management Ltd | 73,624 | $11.39M | 1.6% | N/A | 0.001% | |
5/16/2025 | Adalta Capital Management LLC | 43,592 | $6.74M | 3.6% | +1.1% | 0.000% | |
5/16/2025 | Ascent Group LLC | 143,282 | $22.16M | 1.0% | +19.8% | 0.001% | |
5/16/2025 | RNC Capital Management LLC | 20,669 | $3.20M | 0.2% | -0.7% | 0.000% | |
5/16/2025 | Meiji Yasuda Life Insurance Co | 95,322 | $14.74M | 0.3% | -8.2% | 0.001% | |
5/16/2025 | Coppell Advisory Solutions LLC | 11,019 | $1.77M | 0.1% | +8.7% | 0.000% | |
5/16/2025 | United Services Automobile Association | 130,858 | $20.20M | 0.6% | -0.5% | 0.001% | |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 299,044 | $46.24M | 1.9% | -7.7% | 0.002% | |
5/16/2025 | Arete Wealth Advisors LLC | 59,474 | $9.20M | 0.7% | -7.5% | 0.000% | |
5/16/2025 | Great Lakes Advisors LLC | 789,625 | $122.28M | 1.1% | +0.9% | 0.007% | |
5/16/2025 | Bell Investment Advisors Inc | 9,367 | $1.45M | 0.3% | +0.9% | 0.000% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 25,833 | $4.00M | 1.9% | +7.3% | 0.000% | |
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5/16/2025 | Caxton Associates LLP | 60,945 | $9.43M | 0.3% | N/A | 0.001% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 416,923 | $64.47M | 1.7% | +21.9% | 0.003% | |
5/16/2025 | Hamilton Capital LLC | 7,341 | $1.14M | 0.1% | +22.4% | 0.000% | |
5/16/2025 | Sciencast Management LP | 23,353 | $3.61M | 0.8% | +303.7% | 0.000% | |
5/16/2025 | Voleon Capital Management LP | 324,592 | $50.20M | 3.9% | -1.2% | 0.003% | |
5/16/2025 | Fred Alger Management LLC | 163,720 | $25.32M | 0.1% | +1.5% | 0.001% | |
5/16/2025 | Challenger Wealth Management | 11,589 | $1.79M | 1.4% | +2.7% | 0.000% | |
5/16/2025 | First Dallas Securities Inc. | 9,695 | $1.50M | 0.6% | +97.9% | 0.000% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 115,477 | $17.86M | 0.7% | +7.5% | 0.001% | |
5/16/2025 | Guardian Partners Inc. | 49,679 | $7.72M | 0.8% | -18.6% | 0.000% | |