8/5/2025 | Blue Barn Wealth LLC | 2,837 | $218K | 0.1% | N/A | 0.000% | |
8/5/2025 | Crestwood Advisors Group LLC | 3,271 | $251K | 0.0% | N/A | 0.000% | |
8/5/2025 | Jacobson & Schmitt Advisors LLC | 193,834 | $14.86M | 2.6% | +15.3% | 0.008% | |
8/5/2025 | NewSquare Capital LLC | 676 | $52K | 0.0% | +136.4% | 0.000% | |
8/5/2025 | Huntington National Bank | 1,349 | $103K | 0.0% | +13.3% | 0.000% | |
8/5/2025 | Bank of New York Mellon Corp | 2,230,573 | $171.02M | 0.0% | -0.7% | 0.088% | |
8/5/2025 | Bank of Montreal Can | 84,920 | $6.51M | 0.0% | +3.5% | 0.003% | |
8/5/2025 | State of Michigan Retirement System | 224,300 | $17.20M | 0.1% | +18.1% | 0.009% | |
8/5/2025 | Harel Insurance Investments & Financial Services Ltd. | 6,663 | $511K | 0.0% | -51.9% | 0.000% | |
8/5/2025 | ANTIPODES PARTNERS Ltd | 132,410 | $10.15M | 0.3% | +152.7% | 0.005% | |
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8/5/2025 | Aikya Investment Management Ltd | 2,047,056 | $156.95M | 47.1% | +1.3% | 0.081% | |
8/4/2025 | Integrity Alliance LLC. | 9,350 | $717K | 0.0% | N/A | 0.000% | |
8/4/2025 | GAM Holding AG | 57,567 | $4.41M | 0.3% | +15.1% | 0.002% | |
8/4/2025 | Simon Quick Advisors LLC | 4,537 | $348K | 0.0% | +48.6% | 0.000% | |
8/4/2025 | Atria Investments Inc | 45,843 | $3.52M | 0.0% | +14.0% | 0.002% | |
8/4/2025 | Assetmark Inc. | 706 | $54K | 0.0% | +358.4% | 0.000% | |
8/4/2025 | HBK Sorce Advisory LLC | 3,783 | $290K | 0.0% | -10.6% | 0.000% | |
8/4/2025 | Spire Wealth Management | 3,826 | $293K | 0.0% | -4.1% | 0.000% | |
8/4/2025 | Hantz Financial Services Inc. | 70,070 | $5.37M | 0.1% | +14.5% | 0.003% | |
8/1/2025 | Vision Financial Markets LLC | 56,900 | $4.36M | 4.1% | +5,689,900.0% | 0.002% | |
8/1/2025 | Motley Fool Wealth Management LLC | 86,613 | $6.64M | 0.4% | -14.6% | 0.003% | |
8/1/2025 | May Hill Capital LLC | 9,050 | $694K | 0.2% | +49.6% | 0.000% | |
8/1/2025 | Bessemer Group Inc. | 1,730,089 | $132.65M | 0.2% | +195.0% | 0.068% | |
8/1/2025 | CCLA Investment Management | 2,131,031 | $163.34M | 0.1% | +6.5% | 0.084% | |
8/1/2025 | OVERSEA CHINESE BANKING Corp Ltd | 141,658 | $10.86M | 0.3% | -15.1% | 0.006% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,206,825 | $92.53M | 0.0% | +5.1% | 0.048% | |
7/31/2025 | Nisa Investment Advisors LLC | 14,694 | $1.13M | 0.0% | +1.3% | 0.001% | |
7/31/2025 | Resonant Capital Advisors LLC | 4,150 | $318K | 0.0% | N/A | 0.000% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 226,877 | $17.40M | 0.2% | -2.7% | 0.009% | |
7/31/2025 | Whipplewood Advisors LLC | 549 | $42K | 0.0% | +112.0% | 0.000% | |
7/31/2025 | Cabot Wealth Management Inc. | 292,280 | $22.41M | 2.7% | -0.2% | 0.012% | |
7/31/2025 | Brighton Jones LLC | 3,910 | $300K | 0.0% | N/A | 0.000% | |
7/31/2025 | Kornitzer Capital Management Inc. KS | 70,000 | $5.37M | 0.1% | -17.6% | 0.003% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 10,229 | $785K | 0.0% | +14.3% | 0.000% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 1,170,223 | $89.72M | 0.3% | +1.2% | 0.046% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 1,585,128 | $121.53M | 0.1% | +20.3% | 0.063% | |
7/31/2025 | ARGA Investment Management LP | 1,023,201 | $78.45M | 2.1% | -34.2% | 0.040% | |
7/30/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 192,957 | $14.79M | 0.1% | -2.2% | 0.008% | |
7/30/2025 | Ethic Inc. | 70,389 | $5.42M | 0.1% | +2.1% | 0.003% | |
7/30/2025 | Rehmann Capital Advisory Group | 15,022 | $1.15M | 0.1% | +1.5% | 0.001% | |
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7/30/2025 | Exencial Wealth Advisors LLC | 21,778 | $1.67M | 0.1% | +7.7% | 0.001% | |
7/30/2025 | Brookstone Capital Management | 5,467 | $419K | 0.0% | N/A | 0.000% | |
7/30/2025 | Coronation Fund Managers Ltd. | 29,459 | $2.26M | 0.1% | -86.8% | 0.001% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 30,321 | $2.33M | 0.6% | -17.7% | 0.001% | |
7/30/2025 | Whittier Trust Co. | 22,820 | $1.75M | 0.0% | +10.5% | 0.001% | |
7/30/2025 | DekaBank Deutsche Girozentrale | 301,487 | $23.01M | 0.0% | -6.5% | 0.012% | |
7/30/2025 | Financial Perspectives Inc | 10,769 | $826K | 0.2% | +1.3% | 0.000% | |
7/29/2025 | Calamos Wealth Management LLC | 15,965 | $1.22M | 0.1% | +5.8% | 0.001% | |
7/29/2025 | Wealthstream Advisors Inc. | 5,543 | $425K | 0.1% | +27.5% | 0.000% | |
7/29/2025 | William Blair Investment Management LLC | 1,011,708 | $77.59M | 0.2% | -12.7% | 0.040% | |
7/29/2025 | Stratos Wealth Partners LTD. | 16,225 | $1.24M | 0.0% | N/A | 0.001% | |
7/29/2025 | Aubrey Capital Management Ltd | 23,512 | $1.81M | 0.7% | +20.7% | 0.001% | |
7/29/2025 | Nordea Investment Management AB | 293,004 | $22.37M | 0.0% | -15.6% | 0.012% | |
7/29/2025 | S Bank Fund Management Ltd | 53,925 | $4.13M | 0.6% | -10.1% | 0.002% | |
7/29/2025 | Lancaster Investment Management | 231,000 | $17.71M | 5.7% | +6.5% | 0.009% | |
7/28/2025 | Allianz Asset Management GmbH | 207,455 | $15.91M | 0.0% | -27.1% | 0.008% | |
7/28/2025 | Ritholtz Wealth Management | 12,785 | $980K | 0.0% | +65.8% | 0.001% | |
7/28/2025 | AEGON ASSET MANAGEMENT UK Plc | 243,641 | $18.68M | 0.2% | +0.5% | 0.010% | |
7/28/2025 | Courier Capital LLC | 2,677 | $205K | 0.0% | N/A | 0.000% | |
7/28/2025 | Sagespring Wealth Partners LLC | 9,798 | $751K | 0.0% | +78.7% | 0.000% | |
7/28/2025 | Naviter Wealth LLC | 40,339 | $3.09M | 0.4% | +5.0% | 0.002% | |
7/25/2025 | Atria Wealth Solutions Inc. | 5,192 | $402K | 0.0% | -50.4% | 0.000% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 13,880 | $1.06M | 0.0% | -16.8% | 0.001% | |
7/25/2025 | Sequoia Financial Advisors LLC | 34,073 | $2.61M | 0.0% | +3.4% | 0.001% | |
7/25/2025 | Yousif Capital Management LLC | 18,796 | $1.44M | 0.0% | -3.7% | 0.001% | |
7/25/2025 | Pzena Investment Management LLC | 583,478 | $44.74M | 0.1% | +13.8% | 0.023% | |
7/25/2025 | MGO One Seven LLC | 4,621 | $354K | 0.0% | -38.5% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 1,554,256 | $119.23M | 0.2% | -12.1% | 0.061% | |
7/25/2025 | LRI Investments LLC | 2,812 | $216K | 0.0% | +40.1% | 0.000% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 87,741 | $6.73M | 0.1% | +52.2% | 0.003% | |
7/25/2025 | Sather Financial Group Inc | 10,000 | $767K | 0.0% | N/A | 0.000% | |
7/25/2025 | Natural Investments LLC | 19,557 | $1.50M | 0.4% | +1.8% | 0.001% | |
7/24/2025 | DSM Capital Partners LLC | 66,905 | $5.13M | 0.1% | -1.6% | 0.003% | |
7/24/2025 | Aberdeen Group plc | 594,159 | $45.37M | 0.1% | +68.7% | 0.023% | |
7/24/2025 | PDS Planning Inc | 17,181 | $1.32M | 0.1% | +10.6% | 0.001% | |
7/24/2025 | Blue Trust Inc. | 37,602 | $2.88M | 0.0% | +14.8% | 0.001% | |
7/24/2025 | IFP Advisors Inc | 9,733 | $746K | 0.0% | +17.0% | 0.000% | |
7/24/2025 | Callan Family Office LLC | 76,645 | $5.88M | 0.2% | +200.8% | 0.003% | |
7/24/2025 | Blair William & Co. IL | 8,219 | $630K | 0.0% | +10.6% | 0.000% | |
7/24/2025 | US Bancorp DE | 146,861 | $11.26M | 0.0% | -2.0% | 0.006% | |
7/23/2025 | InTrack Investment Management Inc | 6,708 | $514K | 0.3% | N/A | 0.000% | |
7/23/2025 | Vontobel Holding Ltd. | 169,608 | $13.00M | 0.0% | +3.6% | 0.007% | |
7/23/2025 | DMC Group LLC | 8,965 | $687K | 0.5% | +20.9% | 0.000% | |
7/23/2025 | KLP Kapitalforvaltning AS | 262,500 | $20.28M | 0.1% | +8.9% | 0.010% | |
7/23/2025 | Hardy Reed LLC | 3,065 | $235K | 0.0% | N/A | 0.000% | |
7/23/2025 | Meitav Investment House Ltd. | 575,000 | $44.11M | 0.7% | +32.2% | 0.023% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 19,369 | $1.49M | 0.0% | -19.6% | 0.001% | |
7/22/2025 | D.B. Root & Company LLC | 4,554 | $349K | 0.1% | -22.7% | 0.000% | |
7/22/2025 | DAVENPORT & Co LLC | 55,061 | $4.22M | 0.0% | -22.6% | 0.002% | |
7/22/2025 | Marks Group Wealth Management Inc | 18,710 | $1.43M | 0.1% | +12.4% | 0.001% | |
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7/22/2025 | Boston Common Asset Management LLC | 451,858 | $34.64M | 1.0% | +5.8% | 0.018% | |
7/22/2025 | Figure 8 Investment Strategies LLC | 23,830 | $1.83M | 1.8% | +1.9% | 0.001% | |
7/21/2025 | QRG Capital Management Inc. | 23,718 | $1.82M | 0.0% | +5.7% | 0.001% | |
7/21/2025 | Matthews International Capital Management LLC | 118,836 | $9.11M | 2.1% | -54.6% | 0.005% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,320 | $485K | 0.0% | +105.3% | 0.000% | |
7/21/2025 | Hudson Edge Investment Partners Inc. | 751,000 | $57.58M | 9.9% | -12.3% | 0.030% | |
7/21/2025 | Hilltop National Bank | 3,041 | $233K | 0.1% | N/A | 0.000% | |
7/21/2025 | Hardman Johnston Global Advisors LLC | 1,940,624 | $148.79M | 6.6% | -13.8% | 0.077% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 890,911 | $68.31M | 0.2% | -18.2% | 0.035% | |
7/21/2025 | Tower View Wealth Management LLC | 32,771 | $2.51M | 1.3% | N/A | 0.001% | |