5/1/2025 | Emerald Advisers LLC | 798,761 | $12.11M | 0.5% | -0.5% | 1.271% | |
4/30/2025 | Alps Advisors Inc. | 22,378 | $339K | 0.0% | -10.8% | 0.036% | |
4/30/2025 | Round Rock Advisors LLC | 532,931 | $8.08M | 1.5% | +178.2% | 0.848% | |
4/30/2025 | M&T Bank Corp | 12,000 | $182K | 0.0% | N/A | 0.019% | |
4/29/2025 | Envestnet Asset Management Inc. | 54,278 | $823K | 0.0% | +9.4% | 0.086% | |
4/28/2025 | D.A. Davidson & CO. | 10,538 | $160K | 0.0% | N/A | 0.017% | |
4/25/2025 | Naviter Wealth LLC | 18,600 | $294K | 0.0% | N/A | 0.030% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 14,000 | $222K | 0.0% | +36.0% | 0.022% | |
4/23/2025 | Oppenheimer & Co. Inc. | 26,312 | $399K | 0.0% | +90.0% | 0.042% | |
4/22/2025 | Canton Hathaway LLC | 95,256 | $1.44M | 0.3% | +247.3% | 0.152% | |
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4/22/2025 | PFG Investments LLC | 13,204 | $200K | 0.0% | +9.9% | 0.021% | |
4/18/2025 | Cornerstone Wealth Management LLC | 29,375 | $445K | 0.0% | +21.9% | 0.047% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 13,478 | $204K | 0.0% | +10.7% | 0.021% | |
4/16/2025 | GraniteShares Advisors LLC | 181,637 | $2.75M | 1.8% | +6.5% | 0.289% | |
4/14/2025 | Farther Finance Advisors LLC | 2,450 | $38K | 0.0% | N/A | 0.004% | |
4/10/2025 | Hennion & Walsh Asset Management Inc. | 247,138 | $3.75M | 0.2% | +11.1% | 0.393% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 12,173 | $176K | 0.0% | +9.0% | 0.019% | |
2/18/2025 | Principal Street Partners LLC | 25,373 | $367K | 0.1% | N/A | 0.043% | |
2/17/2025 | Vident Advisory LLC | 16,197 | $234K | 0.0% | -5.8% | 0.027% | |
2/17/2025 | Sovereign s Capital Management LLC | 149,068 | $2.16M | 1.4% | N/A | 0.253% | |
2/17/2025 | Two Sigma Advisers LP | 198,400 | $2.87M | 0.0% | +73.7% | 0.337% | |
2/17/2025 | Two Sigma Investments LP | 366,702 | $5.31M | 0.0% | +19.0% | 0.622% | |
2/17/2025 | Millennium Management LLC | 449,040 | $6.50M | 0.0% | +21.9% | 0.762% | |
2/17/2025 | Concentric Capital Strategies LP | 135,918 | $1.97M | 0.1% | N/A | 0.231% | |
2/17/2025 | Cetera Investment Advisers | 59,521 | $861K | 0.0% | -4.7% | 0.101% | |
2/17/2025 | Brevan Howard Capital Management LP | 27,445 | $397K | 0.0% | N/A | 0.047% | |
2/17/2025 | Bank of America Corp DE | 1,768 | $26K | 0.0% | -98.8% | 0.003% | |
2/17/2025 | BNP Paribas Financial Markets | 48,953 | $708K | 0.0% | N/A | 0.083% | |
2/17/2025 | Ameriprise Financial Inc. | 323,686 | $4.68M | 0.0% | +38.9% | 0.549% | |
2/14/2025 | Ares Management LLC | 549,839 | $7.96M | 0.0% | +25.0% | 0.933% | |
2/14/2025 | Triumph Capital Management | 41,767 | $604K | 0.2% | -1.6% | 0.071% | |
2/14/2025 | Emerald Mutual Fund Advisers Trust | 577,713 | $8.36M | 0.5% | -14.0% | 0.981% | |
2/14/2025 | Tudor Investment Corp ET AL | 42,750 | $619K | 0.0% | N/A | 0.073% | |
2/14/2025 | Rinkey Investments | 19,310 | $279K | 0.1% | +90.2% | 0.033% | |
2/14/2025 | Aquatic Capital Management LLC | 8,573 | $124K | 0.0% | N/A | 0.015% | |
2/14/2025 | Stifel Financial Corp | 413,937 | $5.99M | 0.0% | -2.2% | 0.703% | |
2/13/2025 | First Commonwealth Financial Corp PA | 23,741 | $344K | 0.1% | N/A | 0.040% | |
2/13/2025 | Marshall Wace LLP | 200,326 | $2.90M | 0.0% | -40.6% | 0.340% | |
2/13/2025 | NewEdge Advisors LLC | 9,823 | $142K | 0.0% | -24.9% | 0.017% | |
2/13/2025 | Guggenheim Capital LLC | 30,027 | $434K | 0.0% | +9.2% | 0.051% | |
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2/13/2025 | Mariner LLC | 12,264 | $177K | 0.0% | N/A | 0.021% | |
2/13/2025 | Melia Wealth LLC | 1,096,969 | $15.87M | 8.3% | +3.0% | 1.862% | |
2/13/2025 | Rockefeller Capital Management L.P. | 843,849 | $12.21M | 0.0% | +9.3% | 1.432% | |
2/13/2025 | Texas Capital Bank Wealth Management Services Inc | 43,129 | $624K | 0.1% | N/A | 0.073% | |
2/13/2025 | Kennedy Capital Management LLC | 220,336 | $3.19M | 0.1% | +0.3% | 0.374% | |
2/13/2025 | Raymond James Financial Inc. | 48,896 | $708K | 0.0% | N/A | 0.083% | |
2/13/2025 | Faithward Advisors LLC | 242,140 | $3.50M | 0.6% | +2.9% | 0.411% | |
2/13/2025 | Invesco Ltd. | 945,123 | $13.68M | 0.0% | -12.1% | 1.604% | |
2/13/2025 | Envestnet Asset Management Inc. | 49,622 | $718K | 0.0% | -6.1% | 0.084% | |
2/13/2025 | Wells Fargo & Company MN | 243,414 | $3.52M | 0.0% | +652.3% | 0.413% | |
2/12/2025 | SMH Capital Advisors Inc. | 131,882 | $1.91M | 4.6% | +180.1% | 0.224% | |
2/12/2025 | ExodusPoint Capital Management LP | 92,438 | $1.34M | 0.0% | +2.0% | 0.157% | |
2/12/2025 | Trexquant Investment LP | 225,710 | $3.27M | 0.0% | +421.3% | 0.383% | |
2/12/2025 | Franklin Resources Inc. | 243,200 | $3.52M | 0.0% | +30.5% | 0.413% | |
2/12/2025 | Alliancebernstein L.P. | 140,825 | $2.04M | 0.0% | -5.4% | 0.239% | |
2/12/2025 | CIBC Private Wealth Group LLC | 2,253 | $32K | 0.0% | -36.2% | 0.004% | |
2/11/2025 | Emerald Advisers LLC | 802,489 | $11.61M | 0.5% | -0.3% | 1.362% | |
2/11/2025 | LPL Financial LLC | 47,230 | $683K | 0.0% | +24.0% | 0.080% | |
2/11/2025 | Quantbot Technologies LP | 36,595 | $530K | 0.0% | -14.7% | 0.062% | |
2/10/2025 | Advisors Asset Management Inc. | 177,238 | $2.57M | 0.0% | +75.8% | 0.301% | |
2/10/2025 | Axxcess Wealth Management LLC | 10,885 | $158K | 0.0% | N/A | 0.018% | |
2/10/2025 | Corient Private Wealth LLC | 80,101 | $1.16M | 0.0% | +2.0% | 0.136% | |
2/10/2025 | Commonwealth Equity Services LLC | 116,600 | $1.69M | 0.0% | +24.1% | 0.198% | |
2/6/2025 | Raymond James Financial Inc. | 48,896 | $708K | 0.0% | N/A | 0.083% | |
2/5/2025 | AWM Capital LLC | 50,643 | $759K | 0.1% | +8.8% | 0.086% | |
2/5/2025 | Oppenheimer & Co. Inc. | 13,852 | $200K | 0.0% | +11.4% | 0.024% | |
2/4/2025 | GraniteShares Advisors LLC | 170,627 | $2.47M | 1.6% | N/A | 0.290% | |
2/4/2025 | Canton Hathaway LLC | 27,426 | $397K | 0.1% | N/A | 0.047% | |
2/4/2025 | Y Intercept Hong Kong Ltd | 31,717 | $459K | 0.0% | +151.9% | 0.054% | |
2/4/2025 | Colonial River Investments LLC | 10,885 | $158K | 0.1% | N/A | 0.018% | |
2/4/2025 | Union Bancaire Privee UBP SA | 11,192 | $162K | 0.0% | N/A | 0.019% | |
2/3/2025 | Private Advisor Group LLC | 22,163 | $321K | 0.0% | +20.4% | 0.038% | |
1/31/2025 | Catalyst Capital Advisors LLC | 70,337 | $1.02M | 0.0% | +83.5% | 0.119% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 94,385 | $1.37M | 0.3% | -4.6% | 0.160% | |
1/30/2025 | Blue Trust Inc. | 4,720 | $68K | 0.0% | -38.8% | 0.008% | |
1/29/2025 | Van ECK Associates Corp | 1,389,788 | $20.11M | 0.0% | +6.8% | 2.359% | |
1/27/2025 | Mirae Asset Global Investments Co. Ltd. | 10,294 | $152K | 0.0% | N/A | 0.017% | |
1/24/2025 | Round Rock Advisors LLC | 191,588 | $2.77M | 0.6% | N/A | 0.325% | |
1/24/2025 | Chicago Partners Investment Group LLC | 88,311 | $1.26M | 0.0% | +31.5% | 0.150% | |
1/22/2025 | Union Bancaire Privee UBP SA | 11,192 | $162K | 0.0% | N/A | 0.019% | |
1/22/2025 | Blue Trust Inc. | 9,814 | $133K | 0.0% | +27.2% | 0.017% | |
1/21/2025 | Cornerstone Wealth Management LLC | 24,100 | $349K | 0.0% | +5.7% | 0.041% | |
1/15/2025 | Trust Co. of Vermont | 6,950 | $101K | 0.0% | N/A | 0.012% | |
1/15/2025 | Hennion & Walsh Asset Management Inc. | 222,351 | $3.22M | 0.1% | +10.3% | 0.377% | |
1/13/2025 | Moody National Bank Trust Division | 18,332 | $265K | 0.0% | +41.8% | 0.031% | |
1/2/2025 | First Financial Bank Trust Division | 38,665 | $559K | 0.1% | +5.0% | 0.066% | |
11/27/2024 | Franklin Resources Inc. | 186,356 | $2.58M | 0.0% | +21.8% | 0.316% | |
11/25/2024 | Sanctuary Advisors LLC | 17,782 | $255K | 0.0% | N/A | 0.030% | |
11/19/2024 | McIlrath & Eck LLC | 4,186 | $57K | 0.0% | N/A | 0.007% | |
11/15/2024 | Y Intercept Hong Kong Ltd | 12,592 | $171K | 0.0% | N/A | 0.021% | |
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11/15/2024 | XTX Topco Ltd | 39,206 | $532K | 0.0% | N/A | 0.067% | |
11/15/2024 | State Street Corp | 61,170 | $861K | 0.0% | +3.3% | 0.104% | |
11/15/2024 | Stifel Financial Corp | 423,341 | $5.75M | 0.0% | +1.1% | 0.719% | |
11/15/2024 | Quarry LP | 3,701 | $50K | 0.0% | +1,053.0% | 0.006% | |
11/15/2024 | Paloma Partners Management Co | 17,751 | $241K | 0.0% | N/A | 0.030% | |
11/14/2024 | Rockefeller Capital Management L.P. | 772,216 | $10.48M | 0.0% | -0.6% | 1.311% | |
11/13/2024 | Quantbot Technologies LP | 42,912 | $582K | 0.0% | +122.4% | 0.073% | |
11/13/2024 | Dynamic Technology Lab Private Ltd | 12,721 | $173K | 0.0% | N/A | 0.022% | |
11/8/2024 | SMH Capital Advisors Inc. | 47,081 | $639K | 2.0% | +89.1% | 0.080% | |
11/8/2024 | Advisors Asset Management Inc. | 100,837 | $1.37M | 0.0% | +41.7% | 0.171% | |