8/5/2025 | Prosperity Consulting Group LLC | 26,864 | $4.65M | 0.3% | -4.8% | 0.008% | |
8/5/2025 | Partners Group Holding AG | 353,510 | $61.23M | 2.9% | -8.5% | 0.108% | |
8/5/2025 | Bryce Point Capital LLC | 5,979 | $1.04M | 0.9% | N/A | 0.002% | |
8/5/2025 | Fullcircle Wealth LLC | 4,787 | $903K | 0.3% | +35.6% | 0.001% | |
8/5/2025 | Obermeyer Wealth Partners | 2,404 | $416K | 0.0% | N/A | 0.001% | |
8/5/2025 | Bank of New York Mellon Corp | 906,017 | $156.92M | 0.0% | -9.2% | 0.277% | |
8/5/2025 | Bank of Montreal Can | 55,894 | $9.68M | 0.0% | -14.2% | 0.017% | |
8/5/2025 | Sumitomo Life Insurance Co. | 19,614 | $3.40M | 0.2% | -3.1% | 0.006% | |
8/4/2025 | Canton Hathaway LLC | 795 | $138K | 0.0% | -8.1% | 0.000% | |
8/4/2025 | Simon Quick Advisors LLC | 1,525 | $264K | 0.0% | N/A | 0.000% | |
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8/4/2025 | Strs Ohio | 173,797 | $30.10M | 0.1% | -3.3% | 0.053% | |
8/4/2025 | Amalgamated Bank | 14,370 | $2.49M | 0.0% | +9.2% | 0.004% | |
8/4/2025 | Atria Investments Inc | 14,494 | $2.51M | 0.0% | +5.9% | 0.004% | |
8/4/2025 | Assetmark Inc. | 54,550 | $9.45M | 0.0% | +12.1% | 0.017% | |
8/4/2025 | Spire Wealth Management | 2,665 | $462K | 0.0% | -47.0% | 0.001% | |
8/4/2025 | Hantz Financial Services Inc. | 9,908 | $1.72M | 0.0% | -28.6% | 0.003% | |
8/4/2025 | World Investment Advisors | 3,007 | $521K | 0.0% | +69.4% | 0.001% | |
8/1/2025 | Zhang Financial LLC | 3,531 | $612K | 0.0% | -30.1% | 0.001% | |
8/1/2025 | Capital Investment Counsel LLC | 61,440 | $10.64M | 1.7% | -5.2% | 0.019% | |
8/1/2025 | New York Life Investment Management LLC | 3,083 | $534K | 0.0% | +2.0% | 0.001% | |
8/1/2025 | Private Wealth Partners LLC | 5,640 | $977K | 0.1% | N/A | 0.002% | |
8/1/2025 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 41,900 | $7.26M | 0.1% | +28.1% | 0.013% | |
8/1/2025 | Peregrine Capital Management LLC | 651,098 | $112.77M | 3.4% | -5.4% | 0.199% | |
8/1/2025 | Guinness Asset Management LTD | 4,728 | $819K | 0.0% | +2.4% | 0.001% | |
8/1/2025 | Teacher Retirement System of Texas | 30,956 | $5.36M | 0.0% | +12.4% | 0.009% | |
8/1/2025 | Bessemer Group Inc. | 4,802 | $831K | 0.0% | +10.1% | 0.001% | |
8/1/2025 | Brookwood Investment Group LLC | 2,667 | $462K | 0.1% | -5.8% | 0.001% | |
8/1/2025 | Chilton Capital Management LLC | 163,575 | $28.33M | 1.0% | -23.8% | 0.050% | |
7/31/2025 | Nisa Investment Advisors LLC | 976 | $169K | 0.0% | -27.7% | 0.000% | |
7/31/2025 | Wealthfront Advisers LLC | 17,109 | $2.96M | 0.0% | -4.3% | 0.005% | |
7/31/2025 | CVA Family Office LLC | 453 | $78K | 0.0% | +92.8% | 0.000% | |
7/31/2025 | AG2R LA Mondiale Gestion D Actifs | 8,200 | $1.42M | 0.1% | +5.7% | 0.003% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 67,253 | $11.65M | 0.0% | +15.6% | 0.021% | |
7/31/2025 | AlphaQuest LLC | 192 | $33K | 0.0% | -80.3% | 0.000% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 452,396 | $78.36M | 0.0% | +8.7% | 0.139% | |
7/31/2025 | Catalyst Capital Advisors LLC | 905 | $157K | 0.0% | -68.1% | 0.000% | |
7/31/2025 | Asset Management One Co. Ltd. | 81,032 | $14.04M | 0.0% | +9.4% | 0.025% | |
7/31/2025 | AlTi Global Inc. | 2,416 | $418K | 0.0% | N/A | 0.001% | |
7/30/2025 | First Citizens Bank & Trust Co. | 3,427 | $594K | 0.0% | -19.4% | 0.001% | |
7/30/2025 | Paragon Advisors LLC | 17,960 | $3.11M | 0.8% | +41.3% | 0.005% | |
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7/30/2025 | Strategic Blueprint LLC | 4,384 | $759K | 0.0% | -11.4% | 0.001% | |
7/30/2025 | Parcion Private Wealth LLC | 4,879 | $845K | 0.0% | -5.9% | 0.001% | |
7/30/2025 | Whittier Trust Co. | 2,274 | $394K | 0.0% | +13.4% | 0.001% | |
7/30/2025 | Klingman & Associates LLC | 3,028 | $524K | 0.0% | +14.9% | 0.001% | |
7/30/2025 | DekaBank Deutsche Girozentrale | 44,740 | $7.77M | 0.0% | +1.3% | 0.014% | |
7/29/2025 | Stephens Inc. AR | 59,413 | $10.29M | 0.1% | +3.9% | 0.018% | |
7/29/2025 | Beverly Hills Private Wealth LLC | 5,475 | $948K | 0.2% | +60.3% | 0.002% | |
7/29/2025 | Chicago Partners Investment Group LLC | 22,452 | $4.05M | 0.1% | +6.8% | 0.007% | |
7/29/2025 | Cannon Global Investment Management LLC | 5,000 | $866K | 1.8% | N/A | 0.002% | |
7/29/2025 | Koshinski Asset Management Inc. | 1,175 | $204K | 0.0% | N/A | 0.000% | |
7/29/2025 | Hamlin Capital Management LLC | 1,063,216 | $184.15M | 4.3% | -6.2% | 0.326% | |
7/29/2025 | Stratos Wealth Partners LTD. | 54,265 | $9.40M | 0.1% | +1.6% | 0.017% | |
7/29/2025 | Nordea Investment Management AB | 50,228 | $8.71M | 0.0% | +230.8% | 0.015% | |
7/28/2025 | Tower Wealth Partners Inc. | 1,293 | $224K | 0.1% | N/A | 0.000% | |
7/28/2025 | Omnia Family Wealth LLC | 35,011 | $6.06M | 2.2% | -0.2% | 0.011% | |
7/28/2025 | Allianz Asset Management GmbH | 11,396 | $1.97M | 0.0% | -38.2% | 0.003% | |
7/28/2025 | Mutual Advisors LLC | 4,862 | $905K | 0.0% | -5.9% | 0.001% | |
7/28/2025 | J.Safra Asset Management Corp | 2,207 | $382K | 0.0% | +8.4% | 0.001% | |
7/28/2025 | Bayforest Capital Ltd | 2,871 | $497K | 0.2% | -21.1% | 0.001% | |
7/28/2025 | Sagespring Wealth Partners LLC | 1,164 | $202K | 0.0% | N/A | 0.000% | |
7/28/2025 | Equitable Trust Co. | 31,252 | $5.41M | 0.3% | +1,719.1% | 0.010% | |
7/28/2025 | TD Asset Management Inc | 1,158,635 | $200.68M | 0.2% | -3.5% | 0.355% | |
7/28/2025 | RFG Advisory LLC | 10,857 | $1.88M | 0.0% | +2.5% | 0.003% | |
7/28/2025 | Sage Advisors LLC | 3,851 | $667K | 0.5% | -8.5% | 0.001% | |
7/28/2025 | Axxcess Wealth Management LLC | 2,043 | $354K | 0.0% | -4.8% | 0.001% | |
7/25/2025 | Atria Wealth Solutions Inc. | 1,214 | $211K | 0.0% | -71.1% | 0.000% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 22,635 | $3.92M | 0.0% | -21.6% | 0.007% | |
7/25/2025 | Sequoia Financial Advisors LLC | 3,547 | $614K | 0.0% | +14.0% | 0.001% | |
7/25/2025 | Lion Street Advisors LLC | 1,186 | $205K | 0.1% | N/A | 0.000% | |
7/25/2025 | MGO One Seven LLC | 4,576 | $793K | 0.0% | +1.3% | 0.001% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 4,008 | $700K | 0.0% | -18.5% | 0.001% | |
7/25/2025 | Yarger Wealth Strategies LLC | 1,327 | $230K | 0.1% | N/A | 0.000% | |
7/25/2025 | LRI Investments LLC | 2,347,722 | $406.63M | 30.7% | -1.4% | 0.719% | |
7/25/2025 | CWM LLC | 4,820 | $835K | 0.0% | +63.4% | 0.001% | |
7/25/2025 | OFI Invest Asset Management | 703 | $122K | 0.0% | +74.9% | 0.000% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 16,765 | $2.90M | 0.0% | +7.0% | 0.005% | |
7/25/2025 | Concurrent Investment Advisors LLC | 5,325 | $922K | 0.0% | -41.5% | 0.002% | |
7/25/2025 | Apollon Wealth Management LLC | 23,611 | $4.09M | 0.1% | +8.5% | 0.007% | |
7/25/2025 | Fifth Third Wealth Advisors LLC | 3,326 | $576K | 0.0% | -10.9% | 0.001% | |
7/24/2025 | Fulcrum Capital LLC | 2,037 | $353K | 0.1% | -7.3% | 0.001% | |
7/24/2025 | DSM Capital Partners LLC | 14,080 | $2.44M | 0.0% | +0.6% | 0.004% | |
7/24/2025 | Aberdeen Group plc | 104,631 | $18.12M | 0.0% | +6.0% | 0.032% | |
7/24/2025 | Blue Trust Inc. | 5,758 | $997K | 0.0% | +27.7% | 0.002% | |
7/24/2025 | Fourpath Capital Management LLC | 1,177 | $204K | 0.0% | N/A | 0.000% | |
7/24/2025 | Monument Capital Management | 1,750 | $303K | 0.1% | N/A | 0.001% | |
7/24/2025 | IFP Advisors Inc | 2,553 | $444K | 0.0% | +28.4% | 0.001% | |
7/24/2025 | Callan Family Office LLC | 4,114 | $713K | 0.0% | N/A | 0.001% | |
7/24/2025 | Blair William & Co. IL | 95,794 | $16.59M | 0.0% | +0.6% | 0.029% | |
7/24/2025 | Leo Wealth LLC | 2,837 | $491K | 0.0% | -8.5% | 0.001% | |
7/24/2025 | US Bancorp DE | 14,850 | $2.57M | 0.0% | -1.5% | 0.005% | |
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7/23/2025 | Vontobel Holding Ltd. | 6,085 | $1.05M | 0.0% | +28.7% | 0.002% | |
7/23/2025 | Maryland State Retirement & Pension System | 9,145 | $1.58M | 0.0% | +5.7% | 0.003% | |
7/23/2025 | Triasima Portfolio Management inc. | 47,287 | $8.19M | 1.5% | -2.3% | 0.014% | |
7/23/2025 | Joel Isaacson & Co. LLC | 4,429 | $767K | 0.0% | +40.3% | 0.001% | |
7/23/2025 | True Vision MN LLC | 2,513 | $435K | 0.2% | +5.2% | 0.001% | |
7/23/2025 | KLP Kapitalforvaltning AS | 70,800 | $12.26M | 0.1% | +5.8% | 0.022% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 11,682 | $2.02M | 0.0% | -26.4% | 0.004% | |
7/22/2025 | DAVENPORT & Co LLC | 5,929 | $1.03M | 0.0% | +16.9% | 0.002% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 9,889 | $1.71M | 0.0% | +3.4% | 0.003% | |
7/21/2025 | QRG Capital Management Inc. | 3,619 | $627K | 0.0% | +2.1% | 0.001% | |