7/1/2025 | Legacy Wealth Management LLC MS | 4,239 | $3.13M | 1.0% | -16.9% | 0.000% | |
7/1/2025 | Park National Corp OH | 57,733 | $42.61M | 1.4% | +24.2% | 0.002% | |
7/1/2025 | Harbor Investment Advisory LLC | 14,412 | $10.64M | 0.9% | +1.3% | 0.001% | |
7/1/2025 | First National Bank Sioux Falls | 2,745 | $2.03M | 0.7% | +6.8% | 0.000% | |
7/1/2025 | Kera Capital Partners Inc. | 1,675 | $1.24M | 0.2% | +12.2% | 0.000% | |
7/1/2025 | Private Client Services LLC | 1,481 | $1.09M | 0.4% | -28.1% | 0.000% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 3,195 | $2.36M | 0.5% | +1.5% | 0.000% | |
6/30/2025 | Pensionfund Sabic | 13,100 | $7.55M | 2.3% | -15.5% | 0.001% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 80,272 | $46.27M | 2.6% | N/A | 0.003% | |
6/24/2025 | Rainier Family Wealth Inc. | 1,094 | $631K | 0.7% | +4.7% | 0.000% | |
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6/23/2025 | Swedbank AB | 3,426,729 | $1.98B | 2.6% | -5.9% | 0.136% | |
6/20/2025 | Real Talk Capital LLC | 1,395 | $804K | 1.1% | -18.4% | 0.000% | |
6/18/2025 | Voya Investment Management LLC | 3,620,086 | $2.09B | 2.3% | +3.1% | 0.144% | |
6/17/2025 | Howe & Rusling Inc. | 39,687 | $22.87M | 1.9% | -2.6% | 0.002% | |
6/17/2025 | Guinness Asset Management LTD | 75,532 | $43.53M | 0.8% | +5.3% | 0.003% | |
6/16/2025 | Maple Capital Management Inc. | 97,233 | $56.04M | 4.3% | -0.4% | 0.004% | |
6/16/2025 | Lynx Investment Advisory | 1,832 | $1.06M | 0.7% | +2.1% | 0.000% | |
6/16/2025 | Peterson Wealth Management | 485 | $280K | 0.2% | +40.6% | 0.000% | |
6/13/2025 | Pinnacle Investment Management Ltd | 500 | $288K | 3.1% | -98.9% | 0.000% | |
6/12/2025 | Sheets Smith Investment Management | 2,306 | $1.33M | 1.3% | -48.5% | 0.000% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 738 | $425K | 0.2% | +3.2% | 0.000% | |
6/10/2025 | Birchbrook Inc. | 2,409 | $1.39M | 0.8% | +5.5% | 0.000% | |
6/9/2025 | 1248 Management LLC | 3,653 | $2.11M | 0.8% | -3.3% | 0.000% | |
6/6/2025 | First Long Island Investors LLC | 46,902 | $27.03M | 2.2% | +29.0% | 0.002% | |
6/6/2025 | Nicola Wealth Management LTD. | 39,500 | $22.77M | 2.2% | -9.2% | 0.002% | |
6/6/2025 | eCIO Inc. | 100 | $58K | 0.0% | N/A | 0.000% | |
6/6/2025 | Militia Capital Partners LP | 1,600 | $922K | 0.7% | -420.0% | 0.000% | |
6/5/2025 | Cim LLC | 39,674 | $22.87M | 3.4% | -15.7% | 0.002% | |
6/4/2025 | First Hawaiian Bank | 1,359 | $783K | 0.0% | -95.6% | 0.000% | |
6/4/2025 | Harold Davidson & Associates Inc. | 5,513 | $3.18M | 1.7% | -1.0% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 383 | $221K | 0.0% | +108.2% | 0.000% | |
6/3/2025 | Invst LLC | 6,937 | $4.00M | 0.5% | +38.7% | 0.000% | |
6/2/2025 | Cim Investment Management Inc. | 9,440 | $5.44M | 1.2% | +8.5% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 10,598 | $6.11M | 0.6% | +24.1% | 0.000% | |
6/2/2025 | Integrity Wealth Advisors Inc. | 955 | $550K | 0.4% | -2.1% | 0.000% | |
6/2/2025 | Modern Wealth Management LLC | 8,537 | $4.92M | 0.2% | +30.7% | 0.000% | |
5/29/2025 | Nova Wealth Management Inc. | 160 | $92K | 0.1% | +357.1% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 283,481 | $163.48M | 0.1% | +38.6% | 0.011% | |
5/28/2025 | Anson Funds Management LP | 2,000 | $1.15M | 0.2% | N/A | 0.000% | |
5/28/2025 | Vista Cima Wealth Management LLC | 1,660 | $957K | 0.7% | -18.3% | 0.000% | |
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5/28/2025 | Silicon Valley Capital Partners | 36,576 | $21.10M | 2.8% | +73.7% | 0.001% | |
5/28/2025 | Strs Ohio | 990,849 | $571.09M | 2.4% | N/A | 0.039% | |
5/28/2025 | GK Wealth Management LLC | 1,989 | $1.15M | 1.3% | +4.3% | 0.000% | |
5/28/2025 | Ellsworth Advisors LLC | 4,860 | $2.80M | 0.7% | -59.0% | 0.000% | |
5/28/2025 | Wealth Management Associates Inc. | 546 | $314K | 0.1% | -4.9% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 912 | $525K | 0.1% | +19.4% | 0.000% | |
5/28/2025 | Addison Capital Co | 2,303 | $1.33M | 0.5% | -1.3% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 21,274 | $12.26M | 0.9% | -6.3% | 0.001% | |
5/27/2025 | Advisors Capital Management LLC | 11,584 | $6.68M | 0.1% | +16.2% | 0.000% | |
5/27/2025 | SWS Partners | 4,466 | $2.57M | 0.8% | +1.0% | 0.000% | |
5/27/2025 | Iron Gate Global Advisors LLC | 99,556 | $57.38M | 7.9% | -1.7% | 0.004% | |
5/22/2025 | Rollins Financial Advisors LLC | 29,123 | $16.79M | 2.9% | -5.4% | 0.001% | |
5/22/2025 | Mattson Financial Services LLC | 11,663 | $6.72M | 2.0% | +8.4% | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 2,699 | $1.56M | 0.5% | +10.2% | 0.000% | |
5/22/2025 | WBI Investments LLC | 2,177 | $1.26M | 0.3% | +297.3% | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 9,594 | $5.53M | 2.0% | +1.2% | 0.000% | |
5/21/2025 | MBL Wealth LLC | 7,586 | $4.37M | 0.4% | +5.0% | 0.000% | |
5/21/2025 | Reliant Investment Partners LLC | 1,417 | $817K | 0.8% | +3.7% | 0.000% | |
5/21/2025 | McAdam LLC | 5,556 | $3.20M | 0.2% | -3.4% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 1,361,460 | $784.66M | 2.2% | +250.8% | 0.054% | |
5/21/2025 | Geneos Wealth Management Inc. | 18,990 | $10.95M | 0.4% | +11.9% | 0.001% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 698 | $402K | 0.1% | +18.1% | 0.000% | |
5/21/2025 | IFM Investors Pty Ltd | 404,563 | $233.17M | 2.5% | -0.4% | 0.016% | |
5/20/2025 | Acorns Advisers LLC | 2,627 | $1.51M | 0.0% | +10.9% | 0.000% | |
5/20/2025 | Blue Rock Wealth Management LLC | 878 | $506K | 0.4% | N/A | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 10,917 | $6.29M | 1.3% | +7.9% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 31,674 | $18.26M | 0.9% | -5.6% | 0.001% | |
5/20/2025 | Jupiter Wealth Management LLC | 6,795 | $3.92M | 2.5% | -6.3% | 0.000% | |
5/20/2025 | Intech Investment Management LLC | 478,793 | $275.96M | 2.8% | -4.7% | 0.019% | |
5/20/2025 | Focus Partners Wealth | 497,294 | $286.35M | 0.7% | +4.8% | 0.020% | |
5/20/2025 | Capital Impact Advisors LLC | 27,146 | $15.65M | 6.0% | N/A | 0.001% | |
5/20/2025 | Flaharty Asset Management LLC | 460 | $265K | 0.0% | +16.8% | 0.000% | |
5/20/2025 | Strive Asset Management LLC | 2,131 | $1.23M | 0.9% | +2.4% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 23,720 | $13.67M | 0.5% | +1,253.9% | 0.001% | |
5/20/2025 | Ransom Advisory Ltd | 1,004 | $579K | 0.3% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 19,761 | $11.39M | 1.1% | -1.1% | 0.001% | |
5/20/2025 | Glenview Trust co | 195,097 | $112.45M | 2.2% | +2.0% | 0.008% | |
5/20/2025 | Chokshi & Queen Wealth Advisors Inc | 2,076 | $1.20M | 0.7% | -39.4% | 0.000% | |
5/20/2025 | Aspen Investment Management Inc | 1,436 | $828K | 0.4% | -5.7% | 0.000% | |
5/20/2025 | Plato Investment Management Ltd | 49,492 | $28.83M | 2.4% | -9.8% | 0.002% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 645 | $372K | 0.3% | -5.4% | 0.000% | |
5/19/2025 | SageView Advisory Group LLC | 19,537 | $11.26M | 0.5% | +1.9% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 8,435 | $4.86M | 0.2% | +21.9% | 0.000% | |
5/19/2025 | Trinity Financial Advisors LLC | 1,306 | $694K | 0.3% | +17.1% | 0.000% | |
5/19/2025 | Oriental Harbor Investment Fund | 181,073 | $104.36M | 11.5% | +8.6% | 0.007% | |
5/19/2025 | Game Plan Financial Advisors LLC | 414 | $239K | 0.1% | +18.6% | 0.000% | |
5/19/2025 | Alaethes Wealth LLC | 8,057 | $4.64M | 1.7% | +1.9% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 28,337 | $16.33M | 0.2% | -18.2% | 0.001% | |
5/19/2025 | Alpha DNA Investment Management LLC | 670 | $386K | 5.1% | -79.0% | 0.000% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 12,543,468 | $7.23B | 1.9% | +4.5% | 0.499% | |
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5/19/2025 | DCM Advisors LLC | 16,522 | $9.48M | 5.0% | -17.6% | 0.001% | |
5/19/2025 | Optimize Financial Inc | 2,133 | $1.23M | 0.5% | +9.7% | 0.000% | |
5/16/2025 | Woodline Partners LP | 575,881 | $331.92M | 2.2% | +6.2% | 0.023% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 652,529 | $376.09M | 3.0% | +1.2% | 0.026% | |
5/16/2025 | Prostatis Group LLC | 1,950 | $1.12M | 0.4% | -20.3% | 0.000% | |
5/16/2025 | American Trust | 5,022 | $2.89M | 0.7% | -27.0% | 0.000% | |
5/16/2025 | McIlrath & Eck LLC | 1,750 | $1.01M | 0.1% | -13.0% | 0.000% | |
5/16/2025 | Semmax Financial Advisors Inc. | 10,466 | $6.20M | 1.7% | -2.5% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 94,888 | $54.69M | 0.8% | +4.0% | 0.004% | |
5/16/2025 | Logan Capital Management Inc. | 84,618 | $48.77M | 2.2% | -1.6% | 0.003% | |