6/24/2025 | Rainier Family Wealth Inc. | 41,757 | $4.53M | 5.3% | -5.2% | 0.000% | |
6/23/2025 | Swedbank AB | 41,458,131 | $4.49B | 6.0% | +9.7% | 0.170% | |
6/20/2025 | Real Talk Capital LLC | 7,522 | $815K | 1.1% | +12.2% | 0.000% | |
6/18/2025 | Voya Investment Management LLC | 33,548,321 | $3.63B | 4.0% | -1.1% | 0.137% | |
6/17/2025 | Howe & Rusling Inc. | 169,225 | $18.34M | 1.5% | +2.4% | 0.001% | |
6/17/2025 | Ridgepath Capital Management LLC | 7,666 | $831K | 0.4% | -1.1% | 0.000% | |
6/17/2025 | Guinness Asset Management LTD | 372,448 | $40.37M | 0.8% | +5.3% | 0.002% | |
6/16/2025 | Maple Capital Management Inc. | 732,482 | $79.39M | 6.1% | +1.0% | 0.003% | |
6/16/2025 | Lynx Investment Advisory | 11,566 | $1.25M | 0.8% | +5.4% | 0.000% | |
6/16/2025 | Peterson Wealth Management | 71,486 | $7.75M | 5.2% | +1.6% | 0.000% | |
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6/13/2025 | Pinnacle Investment Management Ltd | 6,000 | $650K | 7.0% | -47.8% | 0.000% | |
6/11/2025 | Kondo Wealth Advisors Inc. | 9,719 | $1.05M | 0.5% | -2.5% | 0.000% | |
6/10/2025 | Compass Financial Services Inc | 631 | $68K | 0.0% | -14.1% | 0.000% | |
6/9/2025 | 1248 Management LLC | 57,621 | $6.25M | 2.5% | +56.0% | 0.000% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 254,876 | $27.62M | 14.0% | -0.7% | 0.001% | |
6/6/2025 | First Long Island Investors LLC | 385,955 | $41.83M | 3.4% | +3.1% | 0.002% | |
6/6/2025 | Nicola Wealth Management LTD. | 53,000 | $5.74M | 0.6% | N/A | 0.000% | |
6/5/2025 | Cim LLC | 268,671 | $29.12M | 4.3% | +4.2% | 0.001% | |
6/5/2025 | Osterweis Capital Management Inc. | 339,121 | $36.75M | 0.0% | +20.3% | 0.001% | |
6/4/2025 | First Hawaiian Bank | 5,951 | $645K | 0.0% | -96.6% | 0.000% | |
6/4/2025 | Harold Davidson & Associates Inc. | 36,693 | $3.98M | 2.2% | -0.6% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 4,212 | $457K | 0.0% | +51.5% | 0.000% | |
6/3/2025 | Invst LLC | 63,018 | $6.83M | 0.9% | +32.9% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 230,477 | $24.98M | 2.5% | -30.9% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 152,398 | $16.52M | 0.5% | +38.2% | 0.001% | |
5/29/2025 | Nova Wealth Management Inc. | 26,345 | $2.86M | 2.5% | +9.7% | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 15,179 | $1.65M | 0.5% | -2.7% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 3,109,514 | $340.50M | 0.3% | +34.8% | 0.013% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 22,000 | $2.38M | 0.9% | -17.0% | 0.000% | |
5/28/2025 | Vista Cima Wealth Management LLC | 42,455 | $4.60M | 3.4% | -1.9% | 0.000% | |
5/28/2025 | Silicon Valley Capital Partners | 318,354 | $34.91M | 4.6% | +23.9% | 0.001% | |
5/28/2025 | Anderson Financial Strategies LLC | 2,000 | $217K | 0.1% | N/A | 0.000% | |
5/28/2025 | Strs Ohio | 10,733,423 | $1.16B | 4.9% | N/A | 0.044% | |
5/28/2025 | GK Wealth Management LLC | 7,640 | $828K | 1.0% | +239.0% | 0.000% | |
5/28/2025 | Ellsworth Advisors LLC | 81,181 | $8.80M | 2.3% | +2.8% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 63,313 | $6.86M | 1.0% | +0.2% | 0.000% | |
5/28/2025 | Addison Capital Co | 18,534 | $2.01M | 0.8% | +3.3% | 0.000% | |
5/28/2025 | Turn8 Private Wealth Inc. | 30,193 | $3.27M | 2.6% | -10.0% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 82,324 | $8.92M | 0.7% | -2.8% | 0.000% | |
5/27/2025 | Carderock Capital Management Inc. | 50,385 | $5.46M | 1.4% | -8.6% | 0.000% | |
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5/27/2025 | Advisors Capital Management LLC | 1,078,336 | $116.87M | 1.8% | +9.0% | 0.004% | |
5/27/2025 | SWS Partners | 59,231 | $6.42M | 2.0% | +0.7% | 0.000% | |
5/27/2025 | Iron Gate Global Advisors LLC | 317,389 | $34.40M | 4.7% | +20.7% | 0.001% | |
5/23/2025 | Strategic Financial Services Inc. | 11,286 | $1.22M | 0.1% | -11.3% | 0.000% | |
5/23/2025 | Siren L.L.C. | 44,432 | $4.82M | 0.3% | -9.2% | 0.000% | |
5/22/2025 | Rollins Financial Advisors LLC | 47,988 | $5.20M | 0.9% | -30.9% | 0.000% | |
5/22/2025 | Mattson Financial Services LLC | 79,504 | $8.62M | 2.6% | +28.0% | 0.000% | |
5/22/2025 | BOS Asset Management LLC | 44,240 | $4.80M | 1.6% | -6.3% | 0.000% | |
5/22/2025 | WBI Investments LLC | 21,568 | $2.34M | 0.6% | +393.4% | 0.000% | |
5/22/2025 | Kilter Group LLC | 5,248 | $569K | 0.4% | -2.2% | 0.000% | |
5/21/2025 | Westbourne Investments Inc. | 63,370 | $6.87M | 4.1% | -12.4% | 0.000% | |
5/21/2025 | Indiana Trust & Investment Management Co | 191,267 | $20.73M | 7.5% | +0.7% | 0.001% | |
5/21/2025 | MBL Wealth LLC | 77,420 | $8.39M | 0.8% | +9.3% | 0.000% | |
5/21/2025 | Reliant Investment Partners LLC | 90,197 | $9.78M | 10.0% | -3.0% | 0.000% | |
5/21/2025 | McAdam LLC | 93,613 | $10.15M | 0.6% | +2.9% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 9,349,552 | $1.01B | 2.9% | +4.0% | 0.038% | |
5/21/2025 | Geneos Wealth Management Inc. | 236,801 | $25.67M | 0.9% | +6.2% | 0.001% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 53,748 | $5.83M | 1.1% | +0.3% | 0.000% | |
5/21/2025 | IFM Investors Pty Ltd | 4,629,986 | $501.80M | 5.4% | -0.3% | 0.019% | |
5/20/2025 | Acorns Advisers LLC | 93,603 | $10.15M | 0.1% | +23.8% | 0.000% | |
5/20/2025 | Blue Rock Wealth Management LLC | 21,619 | $2.34M | 2.0% | +53.7% | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 217,161 | $22.51M | 4.6% | -0.4% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 371,417 | $39.23M | 2.0% | -0.6% | 0.002% | |
5/20/2025 | Jupiter Wealth Management LLC | 57,521 | $6.23M | 4.0% | -15.1% | 0.000% | |
5/20/2025 | Intech Investment Management LLC | 3,911,684 | $423.95M | 4.4% | -6.7% | 0.016% | |
5/20/2025 | Capital Impact Advisors LLC | 132,070 | $14.31M | 5.5% | N/A | 0.001% | |
5/20/2025 | Flaharty Asset Management LLC | 13,461 | $1.46M | 0.2% | +14.6% | 0.000% | |
5/20/2025 | Strive Asset Management LLC | 17,191 | $1.86M | 1.3% | +30.1% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 372,262 | $40.35M | 1.6% | +867.5% | 0.002% | |
5/20/2025 | Ransom Advisory Ltd | 76,278 | $8.27M | 4.1% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 79,799 | $8.65M | 0.8% | +10.0% | 0.000% | |
5/20/2025 | Glenview Trust co | 3,345,115 | $362.54M | 7.0% | -1.8% | 0.014% | |
5/20/2025 | Aspen Investment Management Inc | 7,657 | $830K | 0.4% | +4.5% | 0.000% | |
5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 2,205,340 | $239.02M | 2.1% | -3.9% | 0.009% | |
5/20/2025 | Plato Investment Management Ltd | 569,760 | $62.42M | 5.3% | -11.6% | 0.002% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 7,870 | $853K | 0.6% | -15.6% | 0.000% | |
5/19/2025 | SageView Advisory Group LLC | 150,975 | $16.36M | 0.7% | -4.7% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 117,286 | $12.71M | 0.4% | +6.8% | 0.000% | |
5/19/2025 | Oriental Harbor Investment Fund | 1,378,420 | $149.39M | 16.5% | -2.0% | 0.006% | |
5/19/2025 | Game Plan Financial Advisors LLC | 65,463 | $7.10M | 3.4% | -5.8% | 0.000% | |
5/19/2025 | Client 1ST Advisory Group LLC | 8,186 | $887K | 0.3% | +1.7% | 0.000% | |
5/19/2025 | Alaethes Wealth LLC | 78,200 | $8.48M | 3.1% | +0.7% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 177,996 | $19.29M | 0.2% | +130.4% | 0.001% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 206,794,926 | $22.41B | 5.7% | +2.9% | 0.846% | |
5/19/2025 | DCM Advisors LLC | 21,888 | $2.27M | 1.2% | +51.3% | 0.000% | |
5/17/2025 | Standard Family Office LLC | 2,000 | $217K | 0.3% | -42.9% | 0.000% | |
5/16/2025 | Woodline Partners LP | 2,083,672 | $225.83M | 1.5% | +29.2% | 0.009% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 5,323,436 | $576.95M | 4.7% | -1.2% | 0.022% | |
5/16/2025 | Prostatis Group LLC | 10,342 | $1.12M | 0.4% | -60.2% | 0.000% | |
5/16/2025 | Stuart Chaussee & Associates Inc. | 2,047 | $222K | 0.1% | +48.9% | 0.000% | |
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5/16/2025 | American Trust | 45,532 | $4.94M | 1.2% | -22.0% | 0.000% | |
5/16/2025 | McIlrath & Eck LLC | 23,058 | $2.50M | 0.3% | +14.3% | 0.000% | |
5/16/2025 | Semmax Financial Advisors Inc. | 27,272 | $3.18M | 0.9% | +633.9% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 948,552 | $102.80M | 1.5% | +12.0% | 0.004% | |
5/16/2025 | Logan Capital Management Inc. | 135,686 | $14.71M | 0.7% | -5.3% | 0.001% | |
5/16/2025 | Northeast Financial Consultants Inc | 168,937 | $18.31M | 0.8% | -1.9% | 0.001% | |
5/16/2025 | MBB Public Markets I LLC | 2,657 | $288K | 0.0% | N/A | 0.000% | |
5/16/2025 | Vancity Investment Management Ltd | 53,201 | $5.77M | 0.8% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 350,669 | $38.01M | 1.6% | +36.8% | 0.001% | |
5/16/2025 | RNC Capital Management LLC | 177,180 | $19.20M | 1.0% | -0.3% | 0.001% | |