7/25/2025 | Envestnet Portfolio Solutions Inc. | 17,309 | $379K | 0.0% | +3.2% | 0.000% | |
7/25/2025 | Sequoia Financial Advisors LLC | 58,537 | $1.28M | 0.0% | +4.8% | 0.002% | |
7/25/2025 | Yousif Capital Management LLC | 42,648 | $933K | 0.0% | +7.4% | 0.001% | |
7/25/2025 | Pzena Investment Management LLC | 56,268 | $1.23M | 0.0% | +11.5% | 0.002% | |
7/25/2025 | MGO One Seven LLC | 11,373 | $249K | 0.0% | -10.2% | 0.000% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 44,951 | $989K | 0.0% | -5.3% | 0.001% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 195,984 | $4.29M | 0.0% | +10.0% | 0.006% | |
7/25/2025 | Lincluden Management Ltd. | 238,040 | $5.21M | 0.6% | -4.0% | 0.007% | |
7/25/2025 | Concurrent Investment Advisors LLC | 17,491 | $383K | 0.0% | +25.0% | 0.001% | |
7/25/2025 | Apollon Wealth Management LLC | 41,112 | $899K | 0.0% | -1.3% | 0.001% | |
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7/25/2025 | Natural Investments LLC | 12,146 | $265K | 0.1% | +14.4% | 0.000% | |
7/24/2025 | PDS Planning Inc | 16,305 | $357K | 0.0% | +5.6% | 0.000% | |
7/24/2025 | Blue Trust Inc. | 20,773 | $454K | 0.0% | -8.5% | 0.001% | |
7/24/2025 | Wealthstar Advisors LLC | 74,282 | $1.63M | 0.6% | +21.8% | 0.002% | |
7/24/2025 | IFP Advisors Inc | 2,788 | $61K | 0.0% | -17.2% | 0.000% | |
7/24/2025 | Callan Family Office LLC | 104,735 | $2.29M | 0.1% | +75.2% | 0.003% | |
7/24/2025 | US Bancorp DE | 279,638 | $6.12M | 0.0% | +45.5% | 0.008% | |
7/23/2025 | Vontobel Holding Ltd. | 9,440 | $206K | 0.0% | N/A | 0.000% | |
7/23/2025 | Abel Hall LLC | 9,581 | $210K | 0.1% | N/A | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 69,173 | $1.51M | 0.0% | -13.5% | 0.002% | |
7/22/2025 | Valeo Financial Advisors LLC | 14,718 | $322K | 0.0% | +5.8% | 0.000% | |
7/22/2025 | Simplicity Wealth LLC | 18,858 | $412K | 0.0% | N/A | 0.001% | |
7/22/2025 | Highland Capital Management LLC | 93,015 | $2.03M | 0.1% | -3.2% | 0.003% | |
7/22/2025 | Boston Common Asset Management LLC | 274,090 | $5.99M | 0.2% | -2.5% | 0.008% | |
7/22/2025 | Checchi Capital Advisers LLC | 18,977 | $415K | 0.0% | -7.0% | 0.001% | |
7/21/2025 | QRG Capital Management Inc. | 249,208 | $5.45M | 0.0% | -9.6% | 0.007% | |
7/21/2025 | Ascent Group LLC | 12,484 | $273K | 0.0% | +16.9% | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 4,469 | $98K | 0.0% | N/A | 0.000% | |
7/21/2025 | Abundance Wealth Counselors | 58,808 | $1.29M | 0.2% | +5.0% | 0.002% | |
7/21/2025 | Hilltop National Bank | 3,898 | $85K | 0.0% | N/A | 0.000% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 4,000 | $87K | 0.0% | +14.3% | 0.000% | |
7/18/2025 | Truist Financial Corp | 146,191 | $3.20M | 0.0% | -1.8% | 0.004% | |
7/17/2025 | HB Wealth Management LLC | 18,817 | $412K | 0.0% | +23.2% | 0.001% | |
7/17/2025 | Janney Montgomery Scott LLC | 56,686 | $1.24M | 0.0% | -9.5% | 0.002% | |
7/17/2025 | GC Wealth Management RIA LLC | 21,302 | $466K | 0.0% | +9.4% | 0.001% | |
7/17/2025 | V Square Quantitative Management LLC | 1,683 | $37K | 0.0% | N/A | 0.000% | |
7/17/2025 | Camelot Portfolios LLC | 30,209 | $661K | 0.4% | -14.0% | 0.001% | |
7/16/2025 | Signaturefd LLC | 126,703 | $2.77M | 0.0% | +1.5% | 0.004% | |
7/16/2025 | Eagle Global Advisors LLC | 179,056 | $3.92M | 0.2% | +0.8% | 0.005% | |
7/16/2025 | Kathmere Capital Management LLC | 12,626 | $276K | 0.0% | +7.0% | 0.000% | |
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7/15/2025 | TD Private Client Wealth LLC | 8,560 | $187K | 0.0% | +43.7% | 0.000% | |
7/15/2025 | Ballentine Partners LLC | 67,504 | $1.48M | 0.0% | +39.1% | 0.002% | |
7/15/2025 | Maseco LLP | 2,210 | $48K | 0.0% | N/A | 0.000% | |
7/14/2025 | GAMMA Investing LLC | 11,807 | $258K | 0.0% | +21.9% | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 54,422 | $1.19M | 0.0% | +1.8% | 0.002% | |
7/11/2025 | Farther Finance Advisors LLC | 16,893 | $369K | 0.0% | +15.5% | 0.000% | |
7/11/2025 | Viking Fund Management LLC | 5,000 | $109K | 0.0% | N/A | 0.000% | |
7/10/2025 | Redhawk Wealth Advisors Inc. | 51,989 | $1.14M | 0.1% | N/A | 0.001% | |
7/10/2025 | Fulton Bank N.A. | 10,694 | $234K | 0.0% | N/A | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 86,931 | $1.96M | 0.0% | +2.9% | 0.002% | |
7/9/2025 | Sivia Capital Partners LLC | 16,823 | $368K | 0.1% | +19.5% | 0.000% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 203,856 | $4.46M | 0.1% | +0.7% | 0.006% | |
7/9/2025 | Aaron Wealth Advisors LLC | 81,384 | $1.78M | 0.2% | +4.3% | 0.002% | |
7/8/2025 | Gallacher Capital Management LLC | 22,558 | $493K | 0.2% | -15.1% | 0.001% | |
7/8/2025 | Parallel Advisors LLC | 21,147 | $462K | 0.0% | +4.0% | 0.001% | |
7/7/2025 | Investors Research Corp | 42,415 | $928K | 0.2% | -15.6% | 0.001% | |
7/1/2025 | Confluence Investment Management LLC | 49,233 | $1.08M | 0.0% | +2.5% | 0.001% | |
5/29/2025 | Rhumbline Advisers | 77,975 | $1.53M | 0.0% | +4.6% | 0.002% | |
5/21/2025 | Acadian Asset Management LLC | 51,909 | $1.02M | 0.0% | N/A | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 8,953 | $175K | 0.0% | +92.7% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 10,646 | $209K | 0.0% | N/A | 0.000% | |
5/16/2025 | Logan Capital Management Inc. | 198,967 | $3.90M | 0.2% | +2.4% | 0.006% | |
5/16/2025 | Ascent Group LLC | 10,683 | $209K | 0.0% | N/A | 0.000% | |
5/16/2025 | Guardian Partners Inc. | 729,274 | $14.30M | 1.5% | -1.9% | 0.021% | |
5/16/2025 | Goldman Sachs Group Inc. | 7,894,501 | $154.65M | 0.0% | +2.4% | 0.226% | |
5/16/2025 | NewEdge Advisors LLC | 93,173 | $1.83M | 0.0% | -14.7% | 0.003% | |
5/16/2025 | Millennium Management LLC | 1,667,239 | $32.66M | 0.0% | +197.6% | 0.048% | |
5/16/2025 | Integrated Wealth Concepts LLC | 21,329 | $418K | 0.0% | +5.4% | 0.001% | |
5/16/2025 | Hancock Whitney Corp | 47,480 | $930K | 0.0% | +35.9% | 0.001% | |
5/16/2025 | Curi RMB Capital LLC | 348,792 | $6.83M | 0.2% | N/A | 0.010% | |
5/16/2025 | AQR Capital Management LLC | 87,240 | $1.71M | 0.0% | +27.0% | 0.002% | |
5/16/2025 | Advisors Asset Management Inc. | 61,300 | $1.20M | 0.0% | -2.4% | 0.002% | |
5/16/2025 | Amundi | 40,000 | $760K | 0.0% | N/A | 0.001% | |
5/16/2025 | Aprio Wealth Management LLC | 19,077 | $374K | 0.0% | +46.7% | 0.001% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 269,808 | $5.29M | 0.0% | -3.8% | 0.008% | |
5/15/2025 | Capital Investment Counsel LLC | 301,229 | $5.90M | 1.0% | +2.0% | 0.009% | |
5/15/2025 | Royal Bank of Canada | 3,769,934 | $73.85M | 0.0% | -4.5% | 0.108% | |
5/15/2025 | MAI Capital Management | 4,190 | $82K | 0.0% | +23.1% | 0.000% | |
5/15/2025 | Vident Advisory LLC | 76,786 | $1.50M | 0.0% | +52.7% | 0.002% | |
5/15/2025 | Evergreen Capital Management LLC | 40,217 | $788K | 0.0% | +13.2% | 0.001% | |
5/15/2025 | Earnest Partners LLC | 29,874 | $585K | 0.0% | +5.0% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 27,093 | $531K | 0.0% | +9.8% | 0.001% | |
5/14/2025 | FORA Capital LLC | 15,415 | $302K | 0.0% | N/A | 0.000% | |
5/14/2025 | Causeway Capital Management LLC | 1,460,526 | $28.61M | 0.6% | -2.1% | 0.042% | |
5/14/2025 | Synovus Financial Corp | 190,637 | $3.74M | 0.0% | +119.2% | 0.005% | |
5/14/2025 | ICONIQ Capital LLC | 17,776 | $348K | 0.0% | +53.7% | 0.001% | |
5/14/2025 | Smartleaf Asset Management LLC | 26,169 | $518K | 0.0% | +16.1% | 0.001% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 11,239 | $220K | 0.0% | -48.2% | 0.000% | |
5/14/2025 | Compound Planning Inc. | 38,087 | $746K | 0.0% | +35.8% | 0.001% | |
5/14/2025 | Flow Traders U.S. LLC | 31,069 | $609K | 0.0% | N/A | 0.001% | |
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5/14/2025 | Price T Rowe Associates Inc. MD | 1,840,741 | $36.06M | 0.0% | N/A | 0.053% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 40,792 | $799K | 0.0% | -1.8% | 0.001% | |
5/14/2025 | Capital Fund Management S.A. | 533,889 | $10.46M | 0.0% | +21.3% | 0.015% | |
5/14/2025 | Legacy Financial Advisors Inc. | 24,987 | $490K | 0.1% | +10.1% | 0.001% | |
5/13/2025 | Qtron Investments LLC | 66,416 | $1.30M | 0.2% | +3.8% | 0.002% | |
5/13/2025 | Northern Trust Corp | 4,342,916 | $85.08M | 0.0% | +4.4% | 0.124% | |
5/13/2025 | Brooklyn Investment Group | 9,922 | $194K | 0.0% | +433.4% | 0.000% | |
5/13/2025 | Summit Securities Group LLC | 22,785 | $446K | 0.1% | N/A | 0.001% | |
5/13/2025 | Northwest & Ethical Investments L.P. | 39,215 | $768K | 0.0% | -18.2% | 0.001% | |
5/13/2025 | Cambiar Investors LLC | 1,286,646 | $25.21M | 1.1% | -5.5% | 0.037% | |