8/8/2025 | Crossmark Global Holdings Inc. | 443,456 | $220.58M | 3.6% | -3.9% | 0.006% | |
8/8/2025 | Financial Gravity Companies Inc. | 14,803 | $7.36M | 1.1% | N/A | 0.000% | |
8/8/2025 | Summitry LLC | 153,107 | $76.16M | 3.4% | +2.5% | 0.002% | |
8/8/2025 | Tortoise Investment Management LLC | 6,950 | $3.46M | 0.3% | +6.0% | 0.000% | |
8/8/2025 | Blankinship & Foster LLC | 2,880 | $1.43M | 0.3% | +4.7% | 0.000% | |
8/8/2025 | MTM Investment Management LLC | 18,219 | $9.06M | 3.0% | +2.8% | 0.000% | |
8/8/2025 | Firestone Capital Management | 8,055 | $4.01M | 0.9% | -0.6% | 0.000% | |
8/8/2025 | Rockefeller Capital Management L.P. | 3,399,675 | $1.70B | 4.3% | +9.8% | 0.046% | |
8/8/2025 | Alberta Investment Management Corp | 100,700 | $50.09M | 0.6% | -70.2% | 0.001% | |
8/8/2025 | Itau Unibanco Holding S.A. | 50,073 | $24.91M | 0.9% | -29.4% | 0.001% | |
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8/8/2025 | Kingsview Wealth Management LLC | 213,848 | $106.37M | 1.8% | -0.6% | 0.003% | |
8/8/2025 | Adapt Wealth Advisors LLC | 1,067 | $531K | 0.2% | +2.5% | 0.000% | |
8/8/2025 | Pinney & Scofield Inc. | 1,042 | $518K | 0.4% | +7.0% | 0.000% | |
8/8/2025 | Cornerstone Advisors LLC | 331,900 | $165.09M | 5.7% | +4.2% | 0.004% | |
8/8/2025 | Citizens Financial Group Inc. RI | 540,509 | $268.86M | 4.3% | +17.6% | 0.007% | |
8/8/2025 | Harvard Management Co. Inc. | 623,300 | $310.04M | 21.6% | +48.4% | 0.008% | |
8/8/2025 | Parker Investment Management LLC | 33,609 | $16.72M | 2.3% | -0.5% | 0.000% | |
8/8/2025 | Hedeker Wealth LLC | 45,368 | $22.57M | 5.3% | -2.5% | 0.001% | |
8/8/2025 | City of London Investment Management Co. Ltd. | 11,821 | $5.88M | 0.5% | -48.2% | 0.000% | |
8/8/2025 | Cercano Management LLC | 808,865 | $402.34M | 11.5% | -15.2% | 0.011% | |
8/8/2025 | Jensen Investment Management Inc. | 1,569,529 | $780.70M | 9.1% | -11.7% | 0.021% | |
8/8/2025 | Ontario Teachers Pension Plan Board | 395,125 | $196.54M | 3.9% | -69.1% | 0.005% | |
8/8/2025 | Sanders Capital LLC | 12,767,575 | $6.35B | 8.5% | -3.4% | 0.172% | |
8/8/2025 | Avantax Advisory Services Inc. | 519,005 | $258.16M | 1.4% | +6.2% | 0.007% | |
8/8/2025 | Woodley Farra Manion Portfolio Management Inc. | 196,864 | $97.92M | 4.6% | +0.0% | 0.003% | |
8/8/2025 | Westwood Holdings Group Inc. | 445,453 | $221.57M | 1.9% | -20.5% | 0.006% | |
8/8/2025 | ProVise Management Group LLC | 91,229 | $45.38M | 3.6% | +1.2% | 0.001% | |
8/8/2025 | Intech Investment Management LLC | 833,683 | $414.68M | 3.9% | +5.9% | 0.011% | |
8/8/2025 | LGT Capital Partners LTD. | 482,890 | $240.19M | 10.6% | -16.9% | 0.006% | |
8/8/2025 | Keyvantage Wealth LLC | 9,181 | $4.57M | 2.0% | +8.2% | 0.000% | |
8/8/2025 | Paragon Capital Management LLC | 40,986 | $20.39M | 10.5% | -1.9% | 0.001% | |
8/8/2025 | Sculati Wealth Management LLC | 18,760 | $9.33M | 3.5% | -1.5% | 0.000% | |
8/8/2025 | MJP Associates Inc. ADV | 25,620 | $12.74M | 1.9% | +12.4% | 0.000% | |
8/8/2025 | Union Savings Bank | 16,434 | $8.77M | 4.0% | -1.6% | 0.000% | |
8/8/2025 | Thoroughbred Financial Services LLC | 102,875 | $51.17M | 3.6% | -21.9% | 0.001% | |
8/8/2025 | WealthTrust Asset Management LLC | 5,049 | $2.51M | 1.9% | -12.1% | 0.000% | |
8/8/2025 | Cetera Investment Advisers | 2,130,108 | $1.06B | 1.8% | +3.0% | 0.029% | |
8/8/2025 | Cedar Wealth Management LLC | 4,259 | $2.12M | 0.7% | -0.9% | 0.000% | |
8/8/2025 | Campbell Deegan Wealth Management LLC | 4,297 | $2.14M | 2.1% | -2.7% | 0.000% | |
8/8/2025 | Fusion Capital LLC | 21,776 | $10.83M | 3.7% | +1.3% | 0.000% | |
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8/8/2025 | CWS Financial Advisors LLC | 17,948 | $8.93M | 2.6% | -5.8% | 0.000% | |
8/8/2025 | Flaharty Asset Management LLC | 8,885 | $4.42M | 0.9% | -2.2% | 0.000% | |
8/8/2025 | New England Capital Financial Advisors LLC | 1,510 | $751K | 0.3% | +4.0% | 0.000% | |
8/8/2025 | Sustainable Growth Advisers LP | 2,797,482 | $1.39B | 7.2% | -9.7% | 0.038% | |
8/8/2025 | Cooper Capital Advisors LLC | 12,264 | $6.10M | 5.9% | +1.3% | 0.000% | |
8/8/2025 | Advisory Resource Group | 7,557 | $3.76M | 0.7% | -0.8% | 0.000% | |
8/8/2025 | WealthShield Partners LLC | 31,161 | $15.50M | 1.9% | -0.1% | 0.000% | |
8/8/2025 | Compass Financial Services Inc | 2,066 | $1.03M | 0.5% | +6.0% | 0.000% | |
8/8/2025 | Condor Capital Management | 49,770 | $24.76M | 2.1% | -1.1% | 0.001% | |
8/8/2025 | Capco Asset Management LLC | 97,749 | $48.62M | 10.2% | -2.0% | 0.001% | |
8/8/2025 | Truepoint Inc. | 7,614 | $3.79M | 0.1% | +7.5% | 0.000% | |
8/8/2025 | OmniStar Financial Group Inc. | 3,225 | $1.60M | 1.2% | +24.1% | 0.000% | |
8/8/2025 | Meridian Wealth Management LLC | 161,184 | $80.18M | 3.4% | -0.1% | 0.002% | |
8/8/2025 | Opinicus Capital Inc. | 15,731 | $7.83M | 5.9% | -0.6% | 0.000% | |
8/8/2025 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1,822,873 | $906.72M | 4.7% | +7.2% | 0.025% | |
8/8/2025 | Independence Financial Advisors LLC | 2,755 | $1.37M | 0.5% | -1.9% | 0.000% | |
8/8/2025 | Empower Advisory Group LLC | 937,068 | $466.11M | 1.4% | +4.5% | 0.013% | |
8/8/2025 | Security Financial Services INC. | 6,365 | $3.17M | 0.6% | +5.4% | 0.000% | |
8/8/2025 | Foundations Investment Advisors LLC | 171,900 | $85.51M | 1.4% | +6.5% | 0.002% | |
8/8/2025 | Massachusetts Financial Services Co. MA | 30,098,799 | $14.97B | 4.8% | -3.0% | 0.405% | |
8/8/2025 | Arcadia Investment Management Corp MI | 58,905 | $29.30M | 4.7% | +0.4% | 0.001% | |
8/8/2025 | CFO4Life Group LLC | 41,584 | $20.68M | 3.2% | +1.9% | 0.001% | |
8/8/2025 | Carl P. Sherr & Co. LLC | 18,335 | $9.12M | 4.6% | -0.7% | 0.000% | |
8/8/2025 | Financial Life Planners | 9,060 | $4.51M | 3.7% | -32.5% | 0.000% | |
8/8/2025 | Kane Investment Management Inc. | 12,310 | $6.12M | 3.2% | -3.9% | 0.000% | |
8/8/2025 | Prospect Financial Services LLC | 4,296 | $2.14M | 1.3% | -53.4% | 0.000% | |
8/8/2025 | Islay Capital Management LLC | 8,117 | $4.04M | 2.6% | +0.4% | 0.000% | |
8/8/2025 | Davis Selected Advisers | 247,956 | $123.34M | 0.7% | -3.3% | 0.003% | |
8/8/2025 | Wrapmanager Inc. | 27,995 | $13.93M | 3.4% | -3.6% | 0.000% | |
8/8/2025 | Tiff Advisory Services LLC | 6,813 | $3.39M | 0.8% | -3.4% | 0.000% | |
8/8/2025 | Jacksonville Wealth Management LLC | 5,229 | $2.60M | 2.1% | +4.4% | 0.000% | |
8/8/2025 | RAM Investment Partners LLC | 111,778 | $55.60M | 11.7% | +26.0% | 0.002% | |
8/8/2025 | Capstone Financial Advisors Inc. | 13,649 | $6.79M | 0.4% | -3.3% | 0.000% | |
8/8/2025 | Advisors Capital Management LLC | 583,946 | $290.46M | 4.0% | +3.2% | 0.008% | |
8/8/2025 | L & S Advisors Inc | 47,230 | $23.49M | 2.3% | +17.5% | 0.001% | |
8/8/2025 | WP Advisors LLC | 15,381 | $7.65M | 2.1% | +6.7% | 0.000% | |
8/8/2025 | Grandfield & Dodd LLC | 232,670 | $115.73M | 6.8% | -1.8% | 0.003% | |
8/8/2025 | Ignite Planners LLC | 27,850 | $14.21M | 2.1% | -2.8% | 0.000% | |
8/8/2025 | AJ Advisors LLC | 3,212 | $1.60M | 0.7% | -0.7% | 0.000% | |
8/8/2025 | Davies Financial Advisors Inc. | 8,601 | $4.28M | 3.3% | -32.6% | 0.000% | |
8/8/2025 | Phoenix Wealth Advisors | 19,510 | $9.70M | 4.1% | -1.8% | 0.000% | |
8/8/2025 | Burling Wealth Partners LLC | 66,345 | $33.00M | 6.1% | +5.1% | 0.001% | |
8/8/2025 | King Wealth Management Group | 111,539 | $55.48M | 7.5% | -1.8% | 0.002% | |
8/8/2025 | Donoghue Forlines LLC | 5,718 | $2.84M | 0.8% | N/A | 0.000% | |
8/8/2025 | Oak Harvest Investment Services | 13,666 | $6.80M | 0.9% | -0.6% | 0.000% | |
8/8/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 1,104,735 | $549.36M | 5.0% | -7.2% | 0.015% | |
8/8/2025 | Sittner & Nelson LLC | 20,978 | $10.44M | 4.2% | +0.3% | 0.000% | |
8/8/2025 | Nixon Peabody Trust Co. | 157,874 | $78.53M | 6.1% | -0.9% | 0.002% | |
8/8/2025 | Trustco Bank Corp N Y | 12,607 | $6.27M | 6.1% | +0.8% | 0.000% | |
8/8/2025 | Evolution Wealth Advisors LLC | 18,378 | $9.14M | 1.3% | +1.9% | 0.000% | |
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8/8/2025 | Hibernia Wealth Partners LLC | 4,614 | $2.30M | 0.7% | +271.2% | 0.000% | |
8/8/2025 | Intrua Financial LLC | 17,825 | $8.87M | 1.2% | +3.8% | 0.000% | |
8/8/2025 | Clearstead Trust LLC | 56,658 | $28.18M | 5.3% | +1.7% | 0.001% | |
8/8/2025 | Schwarz Dygos Wheeler Investment Advisors LLC | 14,438 | $7.18M | 1.6% | -0.9% | 0.000% | |
8/8/2025 | Wiser Advisor Group LLC | 4,285 | $2.13M | 3.7% | +4.2% | 0.000% | |
8/8/2025 | Arvest Bank Trust Division | 75,599 | $37.60M | 2.2% | +42.5% | 0.001% | |
8/8/2025 | Fiera Capital Corp | 3,568,993 | $1.78B | 6.0% | -4.6% | 0.048% | |
8/8/2025 | Allianz SE | 316,504 | $157.43M | 3.7% | +0.5% | 0.004% | |
8/8/2025 | Richmond Brothers Inc. | 2,540 | $1.26M | 0.8% | -17.7% | 0.000% | |
8/8/2025 | Investment Partners LTD. | 20,924 | $10.41M | 3.9% | -7.8% | 0.000% | |