7/7/2025 | Walnut Private Equity Partners LLC | 550,000 | $10.08M | 5.9% | +4.8% | 0.078% | |
7/2/2025 | Doliver Advisors LP | 20,778 | $381K | 0.1% | -5.5% | 0.003% | |
6/10/2025 | BROOKFIELD Corp ON | 5,698,359 | $113.97M | 0.6% | +50.2% | 0.810% | |
6/3/2025 | Inspire Investing LLC | 38,232 | $765K | 0.1% | -21.5% | 0.005% | |
5/21/2025 | Acadian Asset Management LLC | 1,621,174 | $32.42M | 0.1% | +1.6% | 0.231% | |
5/20/2025 | Belpointe Asset Management LLC | 10,798 | $216K | 0.0% | N/A | 0.002% | |
5/20/2025 | Focus Partners Wealth | 34,150 | $683K | 0.0% | -9.7% | 0.005% | |
5/19/2025 | SCS Capital Management LLC | 34,947 | $699K | 0.0% | N/A | 0.005% | |
5/16/2025 | Goldman Sachs Group Inc. | 21,144,687 | $422.89M | 0.1% | +7.8% | 3.007% | |
5/16/2025 | NewEdge Advisors LLC | 12,982 | $260K | 0.0% | N/A | 0.002% | |
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5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 16,463,963 | $329.28M | 0.7% | +7.6% | 2.339% | |
5/16/2025 | Greenline Partners LLC | 11,279 | $226K | 0.0% | +757.7% | 0.002% | |
5/16/2025 | Advisors Asset Management Inc. | 277,184 | $5.54M | 0.1% | +27.3% | 0.039% | |
5/15/2025 | Royal Bank of Canada | 553,505 | $11.07M | 0.0% | +3.3% | 0.079% | |
5/15/2025 | Energy Income Partners LLC | 1,151,986 | $23.04M | 0.4% | -11.0% | 0.164% | |
5/15/2025 | DRW Securities LLC | 11,632 | $233K | 0.0% | N/A | 0.002% | |
5/15/2025 | State of Wyoming | 25,235 | $505K | 0.1% | +86.9% | 0.004% | |
5/15/2025 | Tortoise Investment Management LLC | 3,500 | $70K | 0.0% | N/A | 0.000% | |
5/15/2025 | BNP Paribas Financial Markets | 2,659,047 | $53.18M | 0.0% | +32.0% | 0.378% | |
5/15/2025 | Callodine Capital Management LP | 150,000 | $3M | 0.5% | +50.0% | 0.021% | |
5/14/2025 | CreativeOne Wealth LLC | 13,851 | $277K | 0.0% | N/A | 0.002% | |
5/14/2025 | FORA Capital LLC | 17,135 | $343K | 0.0% | N/A | 0.002% | |
5/14/2025 | Southeast Asset Advisors LLC | 15,000 | $300K | 0.0% | N/A | 0.002% | |
5/14/2025 | Jump Financial LLC | 101,023 | $2.02M | 0.0% | -79.3% | 0.014% | |
5/14/2025 | Kestra Advisory Services LLC | 93,984 | $1.88M | 0.0% | -1.2% | 0.013% | |
5/14/2025 | Tortoise Capital Advisors L.L.C. | 12,465,499 | $249.31M | 3.0% | -6.4% | 1.771% | |
5/14/2025 | Lee Financial Co | 21,177 | $424K | 0.1% | -51.7% | 0.003% | |
5/13/2025 | Northern Trust Corp | 987,252 | $19.75M | 0.0% | +89.8% | 0.140% | |
5/13/2025 | Summit Securities Group LLC | 42,700 | $854K | 0.1% | +359.1% | 0.006% | |
5/13/2025 | Penn Mutual Asset Management | 19,500 | $390K | 0.7% | N/A | 0.003% | |
5/13/2025 | Raymond James Financial Inc. | 664,784 | $13.30M | 0.0% | +1.0% | 0.094% | |
5/13/2025 | Cresset Asset Management LLC | 73,507 | $1.47M | 0.0% | -6.7% | 0.010% | |
5/13/2025 | RR Advisors LLC | 159,000 | $3.18M | 0.8% | -10.7% | 0.023% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 655,363 | $13.11M | 0.1% | -6.0% | 0.093% | |
5/12/2025 | Eagle Global Advisors LLC | 4,238,249 | $84.77M | 3.5% | -9.2% | 0.602% | |
5/12/2025 | Nuveen LLC | 414,482 | $8.29M | 0.0% | N/A | 0.059% | |
5/12/2025 | Virtu Financial LLC | 11,743 | $235K | 0.0% | N/A | 0.002% | |
5/12/2025 | Invesco Ltd. | 29,599,382 | $591.99M | 0.1% | +6.4% | 4.206% | |
5/12/2025 | Townsquare Capital LLC | 16,155 | $323K | 0.0% | +14.2% | 0.002% | |
5/12/2025 | NBW Capital LLC | 655,601 | $13.11M | 2.9% | +3.7% | 0.093% | |
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5/12/2025 | National Bank of Canada FI | 3,210 | $64K | 0.0% | +99.4% | 0.000% | |
5/12/2025 | Citigroup Inc. | 1,045,407 | $20.91M | 0.0% | -69.7% | 0.149% | |
5/12/2025 | Fayez Sarofim & Co | 1,684,953 | $33.70M | 0.1% | +1.5% | 0.239% | |
5/12/2025 | Maryland State Retirement & Pension System | 393,863 | $7.88M | 0.2% | +2.8% | 0.056% | |
5/9/2025 | Deutsche Bank AG | 2,252,207 | $45.04M | 0.0% | -7.2% | 0.320% | |
5/9/2025 | Goldman Sachs Group Inc. | 21,144,687 | $422.89M | 0.1% | +7.8% | 3.004% | |
5/9/2025 | Westwood Holdings Group Inc. | 1,697,791 | $33.96M | 0.3% | -6.8% | 0.241% | |
5/9/2025 | Atria Wealth Solutions Inc. | 33,048 | $661K | 0.0% | -64.7% | 0.005% | |
5/9/2025 | ING Groep NV | 3,218,700 | $64.36M | 0.4% | -17.3% | 0.457% | |
5/9/2025 | Blair William & Co. IL | 24,878 | $498K | 0.0% | +13.3% | 0.004% | |
5/9/2025 | Cheviot Value Management LLC | 3,540 | $71K | 0.0% | N/A | 0.001% | |
5/9/2025 | PNC Financial Services Group Inc. | 156,099 | $3.12M | 0.0% | -20.8% | 0.022% | |
5/8/2025 | Commerce Bank | 50,465 | $1.01M | 0.0% | N/A | 0.007% | |
5/8/2025 | Pasadena Private Wealth LLC | 29,640 | $593K | 0.1% | N/A | 0.004% | |
5/7/2025 | Morningstar Investment Management LLC | 49,306 | $986K | 0.1% | -47.5% | 0.007% | |
5/7/2025 | LPL Financial LLC | 616,996 | $12.34M | 0.0% | +38.5% | 0.088% | |
5/7/2025 | Texas Yale Capital Corp. | 581,263 | $11.63M | 0.5% | +15.6% | 0.083% | |
5/7/2025 | Prossimo Advisors LLC | 12,343 | $247K | 0.2% | +6.6% | 0.002% | |
5/6/2025 | Cetera Investment Advisers | 190,934 | $3.82M | 0.0% | -4.5% | 0.027% | |
5/6/2025 | Avantax Advisory Services Inc. | 47,707 | $954K | 0.0% | +230.5% | 0.007% | |
5/6/2025 | Brookwood Investment Group LLC | 16,375 | $328K | 0.1% | N/A | 0.002% | |
5/6/2025 | Jackson Hole Capital Partners LLC | 54,063 | $1.08M | 0.2% | -4.3% | 0.008% | |
5/6/2025 | AE Wealth Management LLC | 12,361 | $247K | 0.0% | +12.1% | 0.002% | |
5/6/2025 | Wedbush Securities Inc. | 28,019 | $560K | 0.0% | -12.3% | 0.004% | |
5/6/2025 | Fractal Investments LLC | 3,832,658 | $76.65M | 10.7% | +0.2% | 0.545% | |
5/6/2025 | Choreo LLC | 10,135 | $203K | 0.0% | -33.3% | 0.001% | |
5/6/2025 | Financial Sense Advisors Inc. | 16,793 | $336K | 0.1% | +4.8% | 0.002% | |
5/6/2025 | WT Wealth Management | 31,310 | $626K | 0.2% | +7.7% | 0.004% | |
5/5/2025 | Kayne Anderson Capital Advisors LP | 5,521,539 | $110.43M | 2.4% | -2.2% | 0.785% | |
5/5/2025 | Allianz Asset Management GmbH | 450,030 | $9.00M | 0.0% | -8.5% | 0.064% | |
5/5/2025 | Chancellor Financial Group WB LP | 10,957 | $219K | 0.2% | N/A | 0.002% | |
5/5/2025 | Lindbrook Capital LLC | 67,803 | $1.36M | 0.1% | +3.9% | 0.010% | |
5/5/2025 | IFP Advisors Inc | 11,077 | $222K | 0.0% | -7.0% | 0.002% | |
5/5/2025 | Kestra Private Wealth Services LLC | 12,611 | $252K | 0.0% | N/A | 0.002% | |
5/5/2025 | Private Advisor Group LLC | 171,807 | $3.44M | 0.0% | +2.3% | 0.024% | |
5/2/2025 | Kingsview Wealth Management LLC | 12,624 | $252K | 0.0% | -37.3% | 0.002% | |
5/2/2025 | Larson Financial Group LLC | 3,083 | $62K | 0.0% | -76.4% | 0.000% | |
5/2/2025 | Apollon Wealth Management LLC | 79,887 | $1.60M | 0.0% | +65.7% | 0.011% | |
5/1/2025 | Turtle Creek Wealth Advisors LLC | 33,334 | $667K | 0.1% | N/A | 0.005% | |
5/1/2025 | ELCO Management Co. LLC | 175,813 | $3.52M | 1.9% | +14.5% | 0.025% | |
5/1/2025 | CWM LLC | 8,558 | $171K | 0.0% | +32.3% | 0.001% | |
5/1/2025 | Oxbow Advisors LLC | 117,932 | $2.36M | 0.2% | +3.5% | 0.017% | |
5/1/2025 | Stephens Inc. AR | 93,538 | $1.87M | 0.0% | -15.5% | 0.013% | |
5/1/2025 | Fort Sheridan Advisors LLC | 123,688 | $2.47M | 0.4% | -1.5% | 0.018% | |
5/1/2025 | Fortem Financial Group LLC | 81,154 | $1.62M | 0.6% | +22.4% | 0.012% | |
4/30/2025 | Cerity Partners LLC | 115,155 | $2.30M | 0.0% | -31.1% | 0.016% | |
4/30/2025 | Alps Advisors Inc. | 68,977,355 | $1.38B | 8.0% | -0.1% | 9.801% | |
4/30/2025 | Valeo Financial Advisors LLC | 14,217 | $284K | 0.0% | -17.3% | 0.002% | |
4/30/2025 | Stratos Wealth Partners LTD. | 28,283 | $566K | 0.0% | +32.1% | 0.004% | |
4/30/2025 | Brown Advisory Inc. | 33,337 | $667K | 0.0% | -38.5% | 0.005% | |
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4/30/2025 | Fullcircle Wealth LLC | 15,665 | $287K | 0.1% | N/A | 0.002% | |
4/29/2025 | U.S. Capital Wealth Advisors LLC | 272,559 | $5.45M | 0.2% | +5.7% | 0.039% | |
4/29/2025 | Envestnet Asset Management Inc. | 349,280 | $6.99M | 0.0% | +21.7% | 0.050% | |
4/29/2025 | Bank of New York Mellon Corp | 147,907 | $2.96M | 0.0% | +11.2% | 0.021% | |
4/29/2025 | Avantax Planning Partners Inc. | 16,000 | $320K | 0.0% | +14.3% | 0.002% | |
4/29/2025 | Aviance Capital Partners LLC | 17,483 | $350K | 0.0% | -42.0% | 0.002% | |
4/28/2025 | North Capital Inc. | 3,026 | $61K | 0.1% | N/A | 0.000% | |
4/28/2025 | D.A. Davidson & CO. | 26,251 | $525K | 0.0% | +3.9% | 0.004% | |
4/28/2025 | First Horizon Advisors Inc. | 1,567 | $31K | 0.0% | -53.3% | 0.000% | |
4/28/2025 | Miller Howard Investments Inc. NY | 2,861,430 | $57.23M | 1.8% | +9.6% | 0.407% | |