7/26/2024 | Atomi Financial Group Inc. | 8,630 | $333K | 0.0% | +19.0% | 0.001% | |
7/24/2024 | Catalina Capital Group LLC | 9,068 | $350K | 0.1% | -31.8% | 0.001% | |
7/22/2024 | Summit Global Investments | 15,756 | $608K | 0.0% | +14.3% | 0.002% | |
7/18/2024 | Blue Trust Inc. | 19,623 | $768K | 0.0% | +115.0% | 0.003% | |
7/16/2024 | V Square Quantitative Management LLC | 3,104 | $120K | 0.0% | N/A | 0.000% | |
7/16/2024 | Sequoia Financial Advisors LLC | 22,215 | $858K | 0.0% | +3.8% | 0.003% | |
|
7/10/2024 | Simplicity Wealth LLC | 5,755 | $222K | 0.0% | +8.4% | 0.001% | |
7/10/2024 | First Affirmative Financial Network | 30,886 | $1.19M | 0.8% | +2.6% | 0.004% | |
7/10/2024 | CWM LLC | 3,443 | $133K | 0.0% | +31.8% | 0.000% | |
7/2/2024 | GAMMA Investing LLC | 2,543 | $98K | 0.0% | +14.2% | 0.000% | |
7/1/2024 | Kathmere Capital Management LLC | 21,246 | $830K | 0.1% | -28.7% | 0.003% | |
6/11/2024 | EverSource Wealth Advisors LLC | 3,345 | $126K | 0.0% | +80.1% | 0.000% | |
5/15/2024 | Ascent Group LLC | 9,462 | $370K | 0.0% | +27.4% | 0.001% | |
5/14/2024 | EntryPoint Capital LLC | 875 | $34K | 0.0% | -47.1% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 105,189 | $4.12M | 0.0% | +27.7% | 0.014% | |
5/10/2024 | Acadian Asset Management LLC | 228,540 | $8.94M | 0.0% | -3.5% | 0.029% | |
5/10/2024 | Vanguard Group Inc. | 2,404,826 | $94.13M | 0.0% | -0.3% | 0.310% | |
5/9/2024 | Orion Portfolio Solutions LLC | 47,354 | $1.85M | 0.0% | +3.8% | 0.006% | |
5/8/2024 | US Bancorp DE | 29,166 | $1.14M | 0.0% | -14.5% | 0.004% | |
5/7/2024 | Sei Investments Co. | 40,796 | $1.60M | 0.0% | +10.7% | 0.005% | |
5/7/2024 | Atomi Financial Group Inc. | 7,251 | $284K | 0.0% | +13.9% | 0.001% | |
5/6/2024 | Gallacher Capital Management LLC | 7,934 | $311K | 0.2% | +14.2% | 0.001% | |
5/3/2024 | Signaturefd LLC | 31,499 | $1.23M | 0.0% | +17.2% | 0.004% | |
5/3/2024 | Catalina Capital Group LLC | 13,295 | $520K | 0.2% | N/A | 0.002% | |
5/3/2024 | Whittier Trust Co. of Nevada Inc. | 7,477 | $293K | 0.0% | -5.6% | 0.001% | |
5/2/2024 | PDS Planning Inc | 12,624 | $494K | 0.1% | +22.4% | 0.002% | |
5/1/2024 | BNP Paribas Financial Markets | 828 | $32K | 0.0% | -44.9% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 21,409 | $838K | 0.0% | +8.8% | 0.003% | |
4/30/2024 | Caprock Group LLC | 11,882 | $465K | 0.0% | +36.0% | 0.002% | |
4/24/2024 | Simplicity Wealth LLC | 5,310 | $208K | 0.0% | N/A | 0.001% | |
4/19/2024 | First Trust Direct Indexing L.P. | 33,277 | $1.30M | 0.1% | -49.6% | 0.004% | |
4/16/2024 | Kathmere Capital Management LLC | 29,787 | $1.17M | 0.1% | +40.2% | 0.004% | |
4/15/2024 | Janiczek Wealth Management LLC | 19,797 | $775K | 0.2% | +45.3% | 0.003% | |
4/15/2024 | DGS Capital Management LLC | 9,962 | $390K | 0.1% | +6.2% | 0.001% | |
4/11/2024 | Ballentine Partners LLC | 28,696 | $1.12M | 0.0% | +24.8% | 0.004% | |
4/11/2024 | First Affirmative Financial Network | 30,113 | $1.18M | 0.9% | +3.8% | 0.004% | |
4/9/2024 | Foster Group Inc. | 6,461 | $253K | 0.0% | -16.8% | 0.001% | |
4/5/2024 | GAMMA Investing LLC | 2,226 | $87K | 0.0% | +50.2% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 14,835 | $580K | 0.0% | +5.3% | 0.002% | |
3/13/2024 | Sivia Capital Partners LLC | 8,085 | $316K | 0.2% | N/A | 0.001% | |
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3/11/2024 | Vanguard Group Inc. | 2,412,299 | $94.25M | 0.0% | -7.0% | 0.311% | |
2/26/2024 | Centaurus Financial Inc. | 2,606 | $102K | 0.0% | N/A | 0.000% | |
2/14/2024 | Schroder Investment Management Group | 502,402 | $19.63M | 0.0% | -1.3% | 0.065% | |
2/13/2024 | Crossmark Global Holdings Inc. | 86,927 | $3.40M | 0.1% | -7.1% | 0.011% | |
2/12/2024 | Parallel Advisors LLC | 13,126 | $513K | 0.0% | -10.5% | 0.002% | |
2/12/2024 | Glassman Wealth Services | 1,011 | $40K | 0.0% | +43.6% | 0.000% | |
2/9/2024 | Orion Portfolio Solutions LLC | 45,603 | $1.76M | 0.0% | -10.1% | 0.006% | |
2/9/2024 | US Bancorp DE | 34,128 | $1.33M | 0.0% | -19.6% | 0.004% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,857 | $73K | 0.0% | -24.0% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 30,656 | $1.20M | 0.0% | -6.3% | 0.004% | |
2/9/2024 | Balentine LLC | 13,835 | $541K | 0.0% | +34.6% | 0.002% | |
2/9/2024 | PNC Financial Services Group Inc. | 14,835 | $580K | 0.0% | +5.3% | 0.002% | |
2/8/2024 | Robeco Institutional Asset Management B.V. | 69,116 | $2.70M | 0.0% | -30.8% | 0.009% | |
2/8/2024 | Quadrant Capital Group LLC | 43,602 | $1.70M | 0.1% | +7.7% | 0.006% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 50,924 | $1.99M | 0.1% | -14.7% | 0.007% | |
2/8/2024 | D Orazio & Associates Inc. | 5,290 | $207K | 0.0% | N/A | 0.001% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 5,425 | $212K | 0.0% | N/A | 0.001% | |
2/7/2024 | Ieq Capital LLC | 6,073 | $237K | 0.0% | +4.7% | 0.001% | |
2/7/2024 | Principal Securities Inc. | 6,208 | $243K | 0.0% | N/A | 0.001% | |
2/6/2024 | Gallacher Capital Management LLC | 6,949 | $271K | 0.2% | +23.4% | 0.001% | |
2/6/2024 | Natixis Advisors L.P. | 27,621 | $1.08M | 0.0% | +82.4% | 0.004% | |
2/6/2024 | West Family Investments Inc. | 27,972 | $1.09M | 0.4% | -27.2% | 0.004% | |
2/6/2024 | First Trust Direct Indexing L.P. | 66,081 | $2.58M | 0.2% | -3.2% | 0.009% | |
2/5/2024 | EWA LLC | 8,464 | $323K | 0.2% | +30.0% | 0.001% | |
2/1/2024 | GAMMA Investing LLC | 1,482 | $56K | 0.0% | N/A | 0.000% | |
2/1/2024 | PDS Planning Inc | 10,310 | $403K | 0.0% | -4.2% | 0.001% | |
2/1/2024 | Signaturefd LLC | 26,884 | $1.05M | 0.0% | +7.6% | 0.003% | |
2/1/2024 | Lindbrook Capital LLC | 3,919 | $153K | 0.0% | +10.7% | 0.001% | |
1/30/2024 | DGS Capital Management LLC | 9,381 | $367K | 0.1% | +6.5% | 0.001% | |
1/29/2024 | Simplicity Solutions LLC | 5,454 | $213K | 0.0% | N/A | 0.001% | |
1/29/2024 | AlphaQ Advisors LLC | 8,509 | $332K | 0.2% | +18.9% | 0.001% | |
1/29/2024 | Janiczek Wealth Management LLC | 13,628 | $532K | 0.1% | +21.0% | 0.002% | |
1/26/2024 | Cerity Partners LLC | 56,160 | $2.19M | 0.0% | -2.3% | 0.007% | |
1/26/2024 | Sequoia Financial Advisors LLC | 19,675 | $769K | 0.0% | +16.9% | 0.003% | |
1/25/2024 | Bleakley Financial Group LLC | 5,454 | $213K | 0.0% | N/A | 0.001% | |
1/24/2024 | Augustine Asset Management Inc. | 19,356 | $756K | 0.3% | -2.5% | 0.002% | |
1/23/2024 | Ballentine Partners LLC | 22,986 | $898K | 0.0% | +83.3% | 0.003% | |
1/22/2024 | Drive Wealth Management LLC | 5,591 | $218K | 0.1% | N/A | 0.001% | |
1/18/2024 | Caprock Group LLC | 8,737 | $341K | 0.0% | +9.5% | 0.001% | |
1/18/2024 | Blue Trust Inc. | 11,858 | $427K | 0.0% | +17.4% | 0.002% | |
1/17/2024 | Schechter Investment Advisors LLC | 8,651 | $338K | 0.0% | N/A | 0.001% | |
1/11/2024 | Whittier Trust Co. of Nevada Inc. | 7,923 | $309K | 0.0% | -8.3% | 0.001% | |
1/8/2024 | First Affirmative Financial Network | 29,000 | $1.13M | 0.9% | +20.6% | 0.004% | |
12/18/2023 | Vanguard Group Inc. | 2,594,972 | $93.26M | 0.0% | -1.0% | 0.335% | |
12/6/2023 | Citigroup Inc. | 5,155 | $185K | 0.0% | -26.7% | 0.001% | |
11/30/2023 | American Century Companies Inc. | 143,661 | $5.16M | 0.0% | +10.9% | 0.019% | |
11/15/2023 | Schroder Investment Management Group | 508,882 | $18.29M | 0.0% | +0.9% | 0.066% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 75,922 | $2.73M | 0.0% | -23.6% | 0.010% | |
11/14/2023 | Profund Advisors LLC | 6,405 | $230K | 0.0% | -25.4% | 0.001% | |
11/13/2023 | Natixis Advisors L.P. | 15,141 | $544K | 0.0% | -33.4% | 0.002% | |
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11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 373,985 | $13.44M | 0.1% | -7.4% | 0.048% | |
11/13/2023 | Kayne Anderson Rudnick Investment Management LLC | 19,422 | $698K | 0.0% | +58.4% | 0.003% | |
11/13/2023 | Gallacher Capital Management LLC | 5,631 | $202K | 0.1% | N/A | 0.001% | |
11/13/2023 | Mariner LLC | 31,154 | $1.12M | 0.0% | +93.4% | 0.004% | |
11/13/2023 | Acadian Asset Management LLC | 256,775 | $9.23M | 0.0% | -0.5% | 0.033% | |
11/13/2023 | PNC Financial Services Group Inc. | 14,092 | $506K | 0.0% | +3.7% | 0.002% | |
11/9/2023 | Rhumbline Advisers | 329,702 | $11.85M | 0.0% | +2.5% | 0.043% | |
11/9/2023 | Deutsche Bank AG | 87,621 | $3.15M | 0.0% | -2.3% | 0.011% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 59,677 | $2.15M | 0.1% | +27.9% | 0.008% | |
11/8/2023 | Sequoia Financial Advisors LLC | 16,828 | $605K | 0.0% | -7.5% | 0.002% | |