11/15/2023 | KPP Advisory Services LLC | 7,228 | $211K | 0.1% | N/A | 0.007% | |
11/15/2023 | Alps Advisors Inc. | 15,137,024 | $442.76M | 3.7% | +12.9% | 14.402% | |
11/15/2023 | Advisors Asset Management Inc. | 83,223 | $2.43M | 0.1% | -8.8% | 0.079% | |
11/15/2023 | Glenmede Trust Co. NA | 11,603 | $339K | 0.0% | +25.2% | 0.011% | |
11/14/2023 | Infrastructure Capital Advisors LLC | 721,229 | $21.10M | 2.4% | -22.4% | 0.686% | |
11/14/2023 | Nomura Holdings Inc. | 125,000 | $3.66M | 0.0% | N/A | 0.119% | |
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11/13/2023 | Security National Bank of Sioux City Iowa IA | 7,500 | $219K | 0.2% | N/A | 0.007% | |
11/13/2023 | Stifel Financial Corp | 539,904 | $15.79M | 0.0% | -0.3% | 0.514% | |
11/13/2023 | Mariner LLC | 395,299 | $11.56M | 0.0% | -2.6% | 0.376% | |
11/13/2023 | Clearbridge Investments LLC | 2,683,918 | $78.51M | 0.1% | +6.4% | 2.554% | |
11/13/2023 | Institutional & Family Asset Management LLC | 18,464 | $540K | 0.1% | +28.8% | 0.018% | |
11/13/2023 | Invesco Ltd. | 5,308,483 | $155.27M | 0.0% | -7.5% | 5.051% | |
11/9/2023 | Lee Financial Co | 2,848 | $83K | 0.0% | +28.1% | 0.003% | |
11/9/2023 | Longfellow Investment Management Co. LLC | 476,660 | $13.94M | 3.7% | -6.9% | 0.454% | |
11/9/2023 | Citigroup Inc. | 77,593 | $2.27M | 0.0% | +8,033.4% | 0.074% | |
11/9/2023 | Prime Capital Investment Advisors LLC | 187,109 | $5.47M | 0.1% | -1.5% | 0.178% | |
11/9/2023 | UBS Group AG | 327,233 | $9.57M | 0.0% | +17.8% | 0.311% | |
11/9/2023 | Kayne Anderson Capital Advisors LP | 158,490 | $4.64M | 0.1% | +2.8% | 0.151% | |
11/8/2023 | HighTower Advisors LLC | 29,898 | $874K | 0.0% | -10.6% | 0.028% | |
11/8/2023 | Van ECK Associates Corp | 12,119 | $354K | 0.0% | +15.1% | 0.012% | |
11/8/2023 | Gabelli Funds LLC | 9,000 | $263K | 0.0% | N/A | 0.009% | |
11/8/2023 | Mcintyre Freedman & Flynn Investment Advisers Inc. | 7,000 | $205K | 0.2% | N/A | 0.007% | |
11/8/2023 | J.P. Morgan Private Wealth Advisors LLC | 8,415 | $246K | 0.0% | -19.5% | 0.008% | |
11/7/2023 | Barclays PLC | 411,689 | $12.04M | 0.0% | +37.8% | 0.392% | |
11/7/2023 | Fort Washington Investment Advisors Inc. OH | 8,450 | $247K | 0.0% | N/A | 0.008% | |
11/6/2023 | Sigma Planning Corp | 52,502 | $1.54M | 0.1% | -1.9% | 0.050% | |
10/31/2023 | GraniteShares Advisors LLC | 52,314 | $1.53M | 1.4% | +1.1% | 0.050% | |
10/31/2023 | Jennison Associates LLC | 765,792 | $22.40M | 0.0% | +1.9% | 0.729% | |
10/30/2023 | Eagle Global Advisors LLC | 266,640 | $7.80M | 0.5% | -20.4% | 0.254% | |
10/26/2023 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 123,706 | $3.62M | 0.4% | -88.3% | 0.118% | |
10/26/2023 | Chicago Partners Investment Group LLC | 7,258 | $203K | 0.0% | N/A | 0.007% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 4,351,762 | $127.29M | 0.3% | +47.6% | 4.141% | |
10/25/2023 | Crescent Grove Advisors LLC | 85,700 | $2.51M | 0.3% | N/A | 0.082% | |
10/25/2023 | Lindbrook Capital LLC | 10,953 | $320K | 0.0% | +97.8% | 0.010% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 234,613 | $6.86M | 0.0% | -4.2% | 0.223% | |
10/24/2023 | Raymond James & Associates | 14,956 | $437K | 0.0% | +3.2% | 0.014% | |
10/24/2023 | Pettinga Financial Advisors LLC | 9,850 | $288K | 0.1% | -21.8% | 0.009% | |
10/24/2023 | Maryland State Retirement & Pension System | 72,482 | $2.12M | 0.0% | -11.9% | 0.069% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 10,954 | $320K | 0.0% | N/A | 0.010% | |
10/23/2023 | SVB Wealth LLC | 16,746 | $490K | 0.0% | -10.2% | 0.016% | |
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10/20/2023 | U.S. Capital Wealth Advisors LLC | 72,662 | $2.13M | 0.1% | +31.0% | 0.069% | |
10/19/2023 | Spirit of America Management Corp NY | 12,000 | $351K | 0.1% | +50.0% | 0.011% | |
10/18/2023 | Miller Howard Investments Inc. NY | 400,764 | $11.72M | 0.4% | +0.1% | 0.381% | |
10/18/2023 | Exchange Traded Concepts LLC | 102,321 | $2.99M | 0.1% | +39.6% | 0.097% | |
10/13/2023 | SG Americas Securities LLC | 19,494 | $570K | 0.0% | +7.5% | 0.019% | |
10/10/2023 | Chickasaw Capital Management LLC | 948,182 | $27.73M | 1.5% | +0.1% | 0.902% | |
9/26/2023 | BROOKFIELD Corp ON | 803,586 | $21.28M | 0.1% | +85.1% | 0.764% | |
9/21/2023 | Barclays PLC | 298,716 | $7.91M | 0.0% | -48.5% | 0.284% | |
8/15/2023 | Infrastructure Capital Advisors LLC | 929,763 | $24.62M | 2.3% | +3.5% | 0.883% | |
8/15/2023 | BROOKFIELD Corp ON | 803,586 | $21.28M | 0.1% | +85.1% | 0.764% | |
8/15/2023 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 1,058,711 | $28.04M | 2.7% | -12.2% | 1.006% | |
8/11/2023 | Westwood Holdings Group Inc. | 734,521 | $19.45M | 0.2% | -33.4% | 0.698% | |
8/11/2023 | Natixis | 147,600 | $3.91M | 0.0% | -10.8% | 0.140% | |
8/11/2023 | Clearbridge Investments LLC | 2,521,298 | $66.76M | 0.1% | +1.8% | 2.396% | |
8/11/2023 | JPMorgan Chase & Co. | 959,727 | $25.41M | 0.0% | -25.0% | 0.912% | |
8/10/2023 | Osaic Holdings Inc. | 260,854 | $6.91M | 0.0% | +39.3% | 0.248% | |
8/10/2023 | Mirae Asset Global Investments Co. Ltd. | 2,947,549 | $78.05M | 0.2% | +4.6% | 2.801% | |
8/10/2023 | GraniteShares Advisors LLC | 51,748 | $1.37M | 1.2% | -1.1% | 0.049% | |
8/9/2023 | BNP Paribas Arbitrage SNC | 153,055 | $4.05M | 0.0% | +207.7% | 0.145% | |
8/7/2023 | American Financial Group Inc. | 17,000 | $450K | 0.1% | +3.0% | 0.016% | |
8/7/2023 | Kayne Anderson Capital Advisors LP | 154,190 | $4.08M | 0.1% | -5.9% | 0.146% | |
8/4/2023 | Fractal Investments LLC | 109,922 | $2.91M | 0.6% | +56.8% | 0.104% | |
8/4/2023 | Longfellow Investment Management Co. LLC | 511,977 | $13.56M | 3.1% | +10.0% | 0.486% | |
8/4/2023 | Apollon Wealth Management LLC | 23,853 | $632K | 0.0% | +110.1% | 0.023% | |
8/3/2023 | Barclays PLC | 298,716 | $7.91M | 0.0% | -48.5% | 0.284% | |
8/3/2023 | Jennison Associates LLC | 751,428 | $19.90M | 0.0% | +15.6% | 0.714% | |
8/3/2023 | Advisors Capital Management LLC | 75,389 | $2.00M | 0.0% | +13.6% | 0.072% | |
8/3/2023 | Van ECK Associates Corp | 10,527 | $279K | 0.0% | +22.4% | 0.010% | |
8/3/2023 | Oppenheimer Asset Management Inc. | 13,277 | $352K | 0.0% | -24.6% | 0.013% | |
8/2/2023 | Nemes Rush Group LLC | 3,734 | $99K | 0.0% | N/A | 0.004% | |
8/1/2023 | Empirical Asset Management LLC | 19,121 | $506K | 0.4% | +2.9% | 0.018% | |
7/31/2023 | LPL Financial LLC | 45,537 | $1.21M | 0.0% | -4.2% | 0.043% | |
7/28/2023 | First Republic Investment Management Inc. | 10,455 | $277K | 0.0% | -45.8% | 0.010% | |
7/27/2023 | GDS Wealth Management | 8,000 | $212K | 0.0% | N/A | 0.008% | |
7/26/2023 | Groesbeck Investment Management Corp NJ | 7,839 | $208K | 0.3% | -21.5% | 0.007% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 244,889 | $6.49M | 0.0% | +6.1% | 0.233% | |
7/25/2023 | Raymond James & Associates | 14,495 | $384K | 0.0% | -70.3% | 0.014% | |
7/24/2023 | SVB Wealth LLC | 18,655 | $494K | 0.0% | +11.7% | 0.018% | |
7/21/2023 | Eagle Global Advisors LLC | 335,040 | $8.87M | 0.6% | -9.5% | 0.318% | |
7/21/2023 | Creative Planning | 17,880 | $473K | 0.0% | -18.8% | 0.017% | |
7/21/2023 | Miller Howard Investments Inc. NY | 400,384 | $10.60M | 0.4% | -1.1% | 0.380% | |
7/21/2023 | SL Advisors LLC | 21,346 | $565K | 1.3% | +5.2% | 0.020% | |
7/20/2023 | International Assets Investment Management LLC | 12,939 | $235K | 0.0% | N/A | 0.012% | |
7/20/2023 | Derbend Asset Management | 7,732 | $205K | 0.1% | N/A | 0.007% | |
7/20/2023 | Exchange Traded Concepts LLC | 73,320 | $1.94M | 0.0% | N/A | 0.070% | |
7/13/2023 | Chickasaw Capital Management LLC | 947,024 | $25.08M | 1.4% | +2.9% | 0.900% | |
7/12/2023 | Pacer Advisors Inc. | 7,370 | $195K | 0.0% | -42.6% | 0.007% | |
7/11/2023 | Brookstone Capital Management | 21,579 | $589K | 0.0% | +2.8% | 0.021% | |
7/11/2023 | Maryland State Retirement & Pension System | 82,269 | $2.18M | 0.0% | +3.7% | 0.078% | |
7/10/2023 | AE Wealth Management LLC | 15,479 | $410K | 0.0% | +15.7% | 0.015% | |
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7/10/2023 | SG Americas Securities LLC | 18,139 | $480K | 0.0% | +20.3% | 0.017% | |
5/15/2023 | Catalyst Capital Advisors LLC | 159,072 | $3.97M | 0.1% | +6.7% | 0.151% | |
5/15/2023 | Infrastructure Capital Advisors LLC | 898,057 | $22.39M | 2.6% | +7.8% | 0.853% | |
5/12/2023 | Clearbridge Investments LLC | 2,475,918 | $61.73M | 0.1% | +9.5% | 2.352% | |
5/11/2023 | Tortoise Capital Advisors L.L.C. | 2,535,569 | $63.21M | 0.9% | -1.5% | 2.409% | |
5/11/2023 | Bramshill Investments LLC | 122,671 | $3.06M | 0.4% | +1.9% | 0.117% | |
5/11/2023 | Tortoise Index Solutions LLC | 81,096 | $2.02M | 0.4% | -13.9% | 0.077% | |
5/11/2023 | NBW Capital LLC | 322,040 | $8.03M | 2.0% | -0.7% | 0.306% | |
5/10/2023 | Oppenheimer Asset Management Inc. | 17,608 | $439K | 0.0% | +11.6% | 0.017% | |
5/9/2023 | US Bancorp DE | 44,214 | $1.10M | 0.0% | -1.2% | 0.042% | |