3/22/2024 | PNC Financial Services Group Inc. | 11,543 | $0.24M | 0.0% | -16.7% | 0.002% | |
3/1/2024 | Goldman Sachs Group Inc. | 618,469 | $12.88M | 0.0% | -30.4% | 0.105% | |
2/26/2024 | Syon Capital LLC | 15,530 | $0.32M | 0.0% | -12.9% | 0.003% | |
2/15/2024 | Mercer Global Advisors Inc. ADV | 14,172 | $0.30M | 0.0% | +46.9% | 0.002% | |
2/15/2024 | Atlas Capital Advisors LLC | 2,617 | $55K | 0.0% | N/A | 0.000% | |
2/15/2024 | Nuveen Asset Management LLC | 74,308 | $1.55M | 0.0% | +7,250.0% | 0.013% | |
|
2/14/2024 | Royal Bank of Canada | 40,752 | $0.85M | 0.0% | -4.2% | 0.007% | |
2/14/2024 | Pathstone Holdings LLC | 14,436 | $0.30M | 0.0% | N/A | 0.002% | |
2/14/2024 | Point72 Asset Management L.P. | 15,800 | $0.33M | 0.0% | N/A | 0.003% | |
2/14/2024 | Creative Planning | 29,848 | $0.62M | 0.0% | +9.3% | 0.005% | |
2/14/2024 | Ethic Inc. | 35,962 | $0.75M | 0.0% | +25.1% | 0.006% | |
2/14/2024 | Fiduciary Management Inc. WI | 5,673,413 | $118.18M | 1.1% | -6.9% | 0.967% | |
2/13/2024 | Morningstar Investment Services LLC | 20,729 | $0.43M | 0.0% | +104.3% | 0.004% | |
2/13/2024 | Envestnet Asset Management Inc. | 273,203 | $5.69M | 0.0% | +5.5% | 0.047% | |
2/13/2024 | Northern Trust Corp | 260,580 | $5.43M | 0.0% | +0.6% | 0.044% | |
2/13/2024 | Crossmark Global Holdings Inc. | 42,523 | $0.89M | 0.0% | -12.7% | 0.007% | |
2/13/2024 | Tower Research Capital LLC TRC | 2,314 | $48K | 0.0% | +349.3% | 0.000% | |
2/13/2024 | Goldman Sachs Group Inc. | 618,469 | $12.88M | 0.0% | -30.4% | 0.105% | |
2/13/2024 | CIBC Private Wealth Group LLC | 12,136 | $0.25M | 0.0% | -31.5% | 0.002% | |
2/12/2024 | Eagle Asset Management Inc. | 14,861 | $0.31M | 0.0% | -3.6% | 0.003% | |
2/9/2024 | US Bancorp DE | 20,032 | $0.42M | 0.0% | -9.3% | 0.003% | |
2/9/2024 | Pzena Investment Management LLC | 16,267,492 | $338.85M | 1.3% | -0.1% | 2.772% | |
2/9/2024 | Franklin Resources Inc. | 74,101 | $1.54M | 0.0% | -4.4% | 0.013% | |
2/9/2024 | Assetmark Inc. | 4,178 | $87K | 0.0% | +169.9% | 0.001% | |
2/9/2024 | Corient Private Wealth LLC | 66,134 | $1.38M | 0.0% | +164.6% | 0.011% | |
2/9/2024 | UBS Group AG | 31,272 | $0.65M | 0.0% | +5.7% | 0.005% | |
2/9/2024 | PNC Financial Services Group Inc. | 11,543 | $0.24M | 0.0% | -16.7% | 0.002% | |
2/8/2024 | Quadrant Capital Group LLC | 3,167 | $66K | 0.0% | -23.0% | 0.001% | |
2/8/2024 | Guardian Capital Advisors LP | 123,715 | $2.56M | 0.3% | +16.7% | 0.021% | |
2/8/2024 | Moran Wealth Management LLC | 155,897 | $3.25M | 0.1% | N/A | 0.027% | |
2/7/2024 | Partnership Wealth Management LLC | 121,243 | $2.34M | 1.7% | N/A | 0.021% | |
2/7/2024 | Dimensional Fund Advisors LP | 11,196 | $0.23M | 0.0% | -25.3% | 0.002% | |
2/7/2024 | QRG Capital Management Inc. | 45,493 | $0.95M | 0.0% | +44.9% | 0.008% | |
2/7/2024 | VisionPoint Advisory Group LLC | 39,001 | $0.81M | 0.3% | N/A | 0.007% | |
2/6/2024 | National Bank of Canada FI | 17,439 | $0.37M | 0.0% | -13.8% | 0.003% | |
2/2/2024 | Syon Capital LLC | 15,530 | $0.32M | 0.0% | -12.9% | 0.003% | |
2/1/2024 | GAMMA Investing LLC | 3,472 | $67K | 0.0% | N/A | 0.001% | |
2/1/2024 | Signaturefd LLC | 7,643 | $0.16M | 0.0% | -11.1% | 0.001% | |
1/29/2024 | Lodestar Private Asset Management LLC | 15,782 | $0.33M | 0.1% | -3.7% | 0.003% | |
1/29/2024 | Hartford Financial Management Inc. | 1,688 | $35K | 0.0% | +98.8% | 0.000% | |
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1/26/2024 | Cerity Partners LLC | 26,786 | $0.56M | 0.0% | +6.1% | 0.005% | |
1/22/2024 | Veracity Capital LLC | 19,480 | $0.41M | 0.2% | N/A | 0.003% | |
1/18/2024 | Uncommon Cents Investing LLC | 35,920 | $0.75M | 0.2% | +19.7% | 0.006% | |
1/18/2024 | Ritholtz Wealth Management | 30,237 | $0.63M | 0.0% | +20.1% | 0.005% | |
1/16/2024 | Pacer Advisors Inc. | 488,401 | $10.17M | 0.0% | +14,252.1% | 0.083% | |
1/16/2024 | Raymond James & Associates | 28,960 | $0.60M | 0.0% | +4.0% | 0.005% | |
1/11/2024 | Bruce G. Allen Investments LLC | 1,468 | $31K | 0.0% | N/A | 0.000% | |
11/30/2023 | American Century Companies Inc. | 18,373 | $0.40M | 0.0% | -13.4% | 0.003% | |
11/16/2023 | Creative Planning | 27,306 | $0.59M | 0.0% | -9.1% | 0.005% | |
11/16/2023 | Morgan Stanley | 1,041,447 | $22.43M | 0.0% | +3.7% | 0.177% | |
11/15/2023 | Mercer Global Advisors Inc. ADV | 9,650 | $0.21M | 0.0% | N/A | 0.002% | |
11/15/2023 | Toroso Investments LLC | 12,819 | $0.28M | 0.0% | +19.7% | 0.002% | |
11/15/2023 | Royal Bank of Canada | 42,525 | $0.92M | 0.0% | -6.5% | 0.007% | |
11/15/2023 | Ameriprise Financial Inc. | 16,102 | $0.35M | 0.0% | -8.1% | 0.003% | |
11/14/2023 | Morningstar Investment Services LLC | 10,145 | $0.22M | 0.0% | +6.4% | 0.002% | |
11/14/2023 | Valley National Advisers Inc. | 15,813 | $0.34M | 0.1% | -3.7% | 0.003% | |
11/14/2023 | Mckinley Capital Management LLC | 13,789 | $0.30M | 0.0% | N/A | 0.002% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 92,635 | $2M | 0.0% | +259.5% | 0.016% | |
11/13/2023 | Eagle Asset Management Inc. | 15,412 | $0.33M | 0.0% | N/A | 0.003% | |
11/13/2023 | Northern Trust Corp | 258,933 | $5.58M | 0.0% | -0.8% | 0.044% | |
11/13/2023 | Mariner LLC | 38,668 | $0.83M | 0.0% | -9.6% | 0.007% | |
11/13/2023 | Clearbridge Investments LLC | 11,106 | $0.24M | 0.0% | +21.7% | 0.002% | |
11/13/2023 | Invesco Ltd. | 801,136 | $17.26M | 0.0% | -20.6% | 0.137% | |
11/13/2023 | FMR LLC | 85,657 | $1.85M | 0.0% | +3.4% | 0.015% | |
11/13/2023 | Envestnet Asset Management Inc. | 259,033 | $5.58M | 0.0% | +362.2% | 0.044% | |
11/13/2023 | QRG Capital Management Inc. | 31,393 | $0.68M | 0.0% | N/A | 0.005% | |
11/9/2023 | Pzena Investment Management LLC | 16,288,934 | $350.86M | 1.5% | -2.3% | 2.776% | |
11/9/2023 | UBS Group AG | 29,595 | $0.64M | 0.0% | -20.6% | 0.005% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 18,652 | $0.40M | 0.0% | +10.2% | 0.003% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 10,574 | $0.23M | 0.0% | +14.3% | 0.002% | |
11/4/2023 | Syon Capital LLC | 17,831 | $0.38M | 0.0% | N/A | 0.003% | |
11/4/2023 | Signaturefd LLC | 8,601 | $0.19M | 0.0% | +7.3% | 0.001% | |
10/30/2023 | First Trust Direct Indexing L.P. | 23,888 | $0.52M | 0.1% | +6.6% | 0.004% | |
10/26/2023 | Inspire Investing LLC | 27,840 | $0.60M | 0.1% | N/A | 0.005% | |
10/26/2023 | Advisor Partners II LLC | 10,836 | $0.23M | 0.0% | +16.3% | 0.002% | |
10/24/2023 | Bank of New York Mellon Corp | 23,371 | $0.50M | 0.0% | -3.6% | 0.004% | |
10/24/2023 | Raymond James & Associates | 27,835 | $0.60M | 0.0% | -7.9% | 0.005% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,241 | $0.31M | 0.0% | -11.4% | 0.002% | |
10/20/2023 | Uncommon Cents Investing LLC | 30,020 | $0.65M | 0.2% | +23.7% | 0.005% | |
10/18/2023 | Riverwater Partners LLC | 12,800 | $0.28M | 0.3% | -5.7% | 0.002% | |
10/13/2023 | Ritholtz Wealth Management | 25,178 | $0.54M | 0.0% | N/A | 0.004% | |
10/11/2023 | Koss Olinger Consulting LLC | 77,086 | $1.66M | 0.2% | -20.0% | 0.013% | |
10/10/2023 | National Bank of Canada FI | 20,236 | $0.43M | 0.0% | +4.4% | 0.003% | |
8/22/2023 | Comerica Bank | 577 | $0.14M | 0.0% | N/A | 0.000% | |
8/21/2023 | Osaic Holdings Inc. | 4,572 | $0.11M | 0.0% | -44.6% | 0.001% | |
8/15/2023 | Wells Fargo & Company MN | 30,034 | $0.72M | 0.0% | +16.5% | 0.005% | |
8/15/2023 | Atlas Capital Advisors LLC | 2,957 | $71K | 0.0% | N/A | 0.001% | |
8/15/2023 | Goldman Sachs Group Inc. | 736,847 | $17.63M | 0.0% | +58.8% | 0.126% | |
8/15/2023 | Royal Bank of Canada | 45,505 | $1.09M | 0.0% | -7.3% | 0.008% | |
8/14/2023 | Morningstar Investment Services LLC | 9,533 | $0.22M | 0.0% | N/A | 0.002% | |
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8/14/2023 | Cerity Partners LLC | 27,425 | $0.66M | 0.0% | +6.8% | 0.005% | |
8/11/2023 | Settian Capital LP | 40,000 | $0.96M | 0.8% | N/A | 0.007% | |
8/11/2023 | BlackRock Inc. | 491,706 | $11.77M | 0.0% | +1.3% | 0.084% | |
8/11/2023 | Clearbridge Investments LLC | 9,125 | $0.22M | 0.0% | N/A | 0.002% | |
8/11/2023 | O Shaughnessy Asset Management LLC | 25,771 | $0.62M | 0.0% | +71.7% | 0.004% | |
8/11/2023 | Franklin Resources Inc. | 91,846 | $2.20M | 0.0% | -13.1% | 0.016% | |
8/11/2023 | Geode Capital Management LLC | 93,838 | $2.25M | 0.0% | -2.8% | 0.016% | |
8/11/2023 | JPMorgan Chase & Co. | 8,837 | $0.21M | 0.0% | +40.4% | 0.002% | |
8/11/2023 | PNC Financial Services Group Inc. | 13,605 | $0.33M | 0.0% | +7.3% | 0.002% | |
8/11/2023 | Northern Trust Corp | 260,987 | $6.25M | 0.0% | +2.3% | 0.044% | |