5/1/2025 | New York State Common Retirement Fund | 6,573 | $164K | 0.0% | N/A | 0.001% | |
4/30/2025 | Cerity Partners LLC | 39,903 | $994K | 0.0% | +22.4% | 0.007% | |
4/30/2025 | Crossmark Global Holdings Inc. | 64,871 | $1.62M | 0.0% | +0.9% | 0.011% | |
4/29/2025 | Callan Capital LLC | 13,974 | $348K | 0.0% | +6.6% | 0.002% | |
4/29/2025 | Envestnet Asset Management Inc. | 295,005 | $7.35M | 0.0% | -10.2% | 0.050% | |
4/29/2025 | Wayfinding Financial LLC | 1,029 | $25K | 0.0% | N/A | 0.000% | |
4/25/2025 | Valley National Advisers Inc. | 3,275 | $81K | 0.0% | -58.7% | 0.001% | |
4/24/2025 | Highland Capital Management LLC | 40,150 | $1M | 0.1% | -6.8% | 0.007% | |
4/23/2025 | Balefire LLC | 116,111 | $2.89M | 1.0% | +5.3% | 0.020% | |
4/23/2025 | Spire Wealth Management | 1,097 | $27K | 0.0% | N/A | 0.000% | |
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4/23/2025 | Moran Wealth Management LLC | 147,520 | $3.67M | 0.1% | -42.1% | 0.025% | |
4/22/2025 | TrueMark Investments LLC | 27,107 | $675K | 0.2% | N/A | 0.005% | |
4/21/2025 | Riverwater Partners LLC | 15,306 | $381K | 0.2% | -6.6% | 0.003% | |
4/21/2025 | Blue Trust Inc. | 3,969 | $99K | 0.0% | -30.8% | 0.001% | |
4/17/2025 | QRG Capital Management Inc. | 71,293 | $1.78M | 0.0% | +4.9% | 0.012% | |
4/17/2025 | Ritholtz Wealth Management | 18,704 | $466K | 0.0% | -4.2% | 0.003% | |
4/15/2025 | Fifth Third Bancorp | 7,660 | $191K | 0.0% | +3,654.9% | 0.001% | |
4/15/2025 | GAMMA Investing LLC | 9,603 | $239K | 0.0% | +34.0% | 0.002% | |
4/15/2025 | Signet Financial Management LLC | 29,269 | $729K | 0.1% | -7.4% | 0.005% | |
4/10/2025 | Veracity Capital LLC | 36,090 | $899K | 0.3% | -3.0% | 0.006% | |
4/7/2025 | Summit Global Investments | 57,949 | $1.44M | 0.1% | N/A | 0.010% | |
4/7/2025 | GAMMA Investing LLC | 239,115 | $5.95M | 0.0% | +3,237.7% | 0.041% | |
4/3/2025 | Versant Capital Management Inc | 6,648 | $166K | 0.0% | +1,410.9% | 0.001% | |
4/1/2025 | Cacti Asset Management LLC | 6,000 | $149K | 0.0% | -33.3% | 0.001% | |
2/20/2025 | Forum Financial Management LP | 10,891 | $247K | 0.0% | N/A | 0.002% | |
2/17/2025 | Vident Advisory LLC | 23,410 | $530K | 0.0% | +11.8% | 0.004% | |
2/17/2025 | Squarepoint Ops LLC | 12,823 | $290K | 0.0% | N/A | 0.002% | |
2/17/2025 | Two Sigma Advisers LP | 48,600 | $1.10M | 0.0% | -19.0% | 0.008% | |
2/17/2025 | Two Sigma Investments LP | 85,399 | $1.93M | 0.0% | -38.4% | 0.015% | |
2/17/2025 | Point72 Asset Management L.P. | 37,539 | $850K | 0.0% | N/A | 0.006% | |
2/17/2025 | Quantinno Capital Management LP | 127,726 | $2.89M | 0.0% | +16.0% | 0.022% | |
2/17/2025 | Nuveen Asset Management LLC | 66,872 | $1.51M | 0.0% | -9.5% | 0.011% | |
2/17/2025 | Millennium Management LLC | 722,238 | $16.35M | 0.0% | +5,297.5% | 0.123% | |
2/17/2025 | Integral Health Asset Management LLC | 600,000 | $13.58M | 1.2% | +33.3% | 0.102% | |
2/17/2025 | Ethic Inc. | 49,286 | $1.12M | 0.0% | +25.0% | 0.008% | |
2/17/2025 | Cresset Asset Management LLC | 20,400 | $462K | 0.0% | -62.6% | 0.003% | |
2/17/2025 | Bank of America Corp DE | 49,627 | $1.12M | 0.0% | -16.3% | 0.008% | |
2/14/2025 | Jane Street Group LLC | 19,729 | $447K | 0.0% | N/A | 0.003% | |
2/14/2025 | Northern Trust Corp | 362,190 | $8.20M | 0.0% | +45.9% | 0.062% | |
2/14/2025 | Syon Capital LLC | 11,552 | $262K | 0.0% | N/A | 0.002% | |
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2/14/2025 | Dimensional Fund Advisors LP | 22,820 | $517K | 0.0% | +86.7% | 0.004% | |
2/14/2025 | First Trust Advisors LP | 22,144 | $501K | 0.0% | N/A | 0.004% | |
2/14/2025 | Fiduciary Management Inc. WI | 6,308,663 | $142.83M | 1.3% | -3.8% | 1.075% | |
2/14/2025 | Forum Financial Management LP | 10,891 | $247K | 0.0% | N/A | 0.002% | |
2/13/2025 | Marshall Wace LLP | 129,581 | $2.93M | 0.0% | +128.0% | 0.022% | |
2/13/2025 | Guggenheim Capital LLC | 14,980 | $339K | 0.0% | N/A | 0.003% | |
2/13/2025 | Broyhill Asset Management | 150,686 | $3.41M | 3.0% | N/A | 0.026% | |
2/13/2025 | Mariner LLC | 52,552 | $1.19M | 0.0% | +29.2% | 0.009% | |
2/13/2025 | Raymond James Financial Inc. | 17,893 | $405K | 0.0% | N/A | 0.003% | |
2/13/2025 | Cerity Partners LLC | 32,604 | $725K | 0.0% | +21.9% | 0.006% | |
2/13/2025 | Russell Investments Group Ltd. | 3,151 | $71K | 0.0% | +234.1% | 0.001% | |
2/13/2025 | Envestnet Asset Management Inc. | 328,359 | $7.43M | 0.0% | -1.6% | 0.056% | |
2/12/2025 | Atlas Capital Advisors Inc. | 18,688 | $423K | 0.1% | +14.8% | 0.003% | |
2/12/2025 | OLD Mission Capital LLC | 156,592 | $3.55M | 0.1% | N/A | 0.027% | |
2/12/2025 | National Bank of Canada FI | 29,756 | $674K | 0.0% | +27.9% | 0.005% | |
2/12/2025 | Franklin Resources Inc. | 70,299 | $1.59M | 0.0% | -5.8% | 0.012% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 33,678 | $762K | 0.0% | -7.7% | 0.006% | |
2/12/2025 | Arrowstreet Capital Limited Partnership | 205,531 | $4.65M | 0.0% | -26.4% | 0.035% | |
2/12/2025 | JPMorgan Chase & Co. | 19,426 | $440K | 0.0% | +96.2% | 0.003% | |
2/11/2025 | Fox Run Management L.L.C. | 18,195 | $412K | 0.1% | N/A | 0.003% | |
2/11/2025 | Wulff Hansen & CO. | 14,647 | $332K | 0.3% | -10.2% | 0.002% | |
2/10/2025 | Signaturefd LLC | 7,393 | $167K | 0.0% | +16.6% | 0.001% | |
2/10/2025 | Corient Private Wealth LLC | 88,381 | $2.00M | 0.0% | +3.4% | 0.015% | |
2/10/2025 | Natixis Advisors LLC | 14,667 | $332K | 0.0% | N/A | 0.002% | |
2/7/2025 | HighTower Advisors LLC | 17,890 | $405K | 0.0% | +7.9% | 0.003% | |
2/7/2025 | Pzena Investment Management LLC | 15,283,025 | $346.01M | 1.2% | -5.8% | 2.604% | |
2/7/2025 | Moran Wealth Management LLC | 254,710 | $5.77M | 0.2% | +9.1% | 0.043% | |
2/7/2025 | Dorsey & Whitney Trust CO LLC | 9,541 | $216K | 0.0% | N/A | 0.002% | |
2/7/2025 | PNC Financial Services Group Inc. | 9,278 | $210K | 0.0% | +5.0% | 0.002% | |
2/7/2025 | Callan Family Office LLC | 22,183 | $502K | 0.0% | N/A | 0.004% | |
2/6/2025 | Raymond James Financial Inc. | 17,893 | $405K | 0.0% | N/A | 0.003% | |
2/6/2025 | Assetmark Inc. | 7,210 | $163K | 0.0% | +196.3% | 0.001% | |
2/6/2025 | Charles Schwab Investment Management Inc. | 31,074 | $704K | 0.0% | +40.2% | 0.005% | |
2/6/2025 | Jones Financial Companies Lllp | 4,510 | $102K | 0.0% | +80.5% | 0.001% | |
2/5/2025 | Smartleaf Asset Management LLC | 1,224 | $28K | 0.0% | +192.8% | 0.000% | |
2/5/2025 | US Bancorp DE | 20,429 | $463K | 0.0% | +8.6% | 0.003% | |
2/5/2025 | QRG Capital Management Inc. | 67,973 | $1.54M | 0.0% | +16.7% | 0.012% | |
2/4/2025 | Bank of New York Mellon Corp | 21,951 | $497K | 0.0% | +5.8% | 0.004% | |
2/4/2025 | Arbor Investment Advisors LLC | 8,850 | $200K | 0.0% | N/A | 0.002% | |
2/3/2025 | Callan Capital LLC | 13,104 | $297K | 0.0% | N/A | 0.002% | |
2/3/2025 | VisionPoint Advisory Group LLC | 110,269 | $2.44M | 0.8% | -24.7% | 0.019% | |
1/31/2025 | Venturi Wealth Management LLC | 5,700 | $129K | 0.0% | +8.4% | 0.001% | |
1/31/2025 | Sanctuary Advisors LLC | 39,434 | $983K | 0.0% | N/A | 0.007% | |
1/30/2025 | Rhumbline Advisers | 16,052 | $363K | 0.0% | -12.4% | 0.003% | |
1/30/2025 | ABC Arbitrage SA | 186,161 | $4.22M | 0.6% | N/A | 0.032% | |
1/30/2025 | Blue Trust Inc. | 5,734 | $130K | 0.0% | -55.4% | 0.001% | |
1/30/2025 | Autumn Glory Partners LLC | 9,198 | $208K | 0.1% | N/A | 0.002% | |
1/27/2025 | Yousif Capital Management LLC | 9,179 | $208K | 0.0% | N/A | 0.002% | |
1/24/2025 | Valley National Advisers Inc. | 7,936 | $179K | 0.0% | -31.6% | 0.001% | |
1/24/2025 | DAVENPORT & Co LLC | 58,147 | $1.32M | 0.0% | +1.5% | 0.010% | |
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1/23/2025 | Highland Capital Management LLC | 43,100 | $976K | 0.1% | -2.5% | 0.007% | |
1/22/2025 | Blue Trust Inc. | 14,876 | $317K | 0.0% | +15.6% | 0.003% | |
1/17/2025 | Veracity Capital LLC | 37,192 | $842K | 0.3% | -28.0% | 0.006% | |
1/16/2025 | Crossmark Global Holdings Inc. | 64,287 | $1.46M | 0.0% | +2.2% | 0.011% | |
1/16/2025 | Uncommon Cents Investing LLC | 40,625 | $920K | 0.3% | -1.8% | 0.007% | |
1/15/2025 | Ritholtz Wealth Management | 19,530 | $442K | 0.0% | -4.1% | 0.003% | |
1/15/2025 | Legacy Wealth Asset Management LLC | 32,285 | $731K | 0.2% | -1.9% | 0.006% | |
1/13/2025 | Signet Financial Management LLC | 31,617 | $716K | 0.1% | -10.2% | 0.005% | |
1/10/2025 | ORG Wealth Partners LLC | 3,683 | $83K | 0.0% | -29.9% | 0.001% | |
1/10/2025 | Franklin Street Advisors Inc. NC | 8,896 | $201K | 0.0% | N/A | 0.002% | |