5/1/2025 | Diversify Wealth Management LLC | 1,833 | $990K | 0.1% | -12.6% | 0.002% | |
4/30/2025 | State of Michigan Retirement System | 35,002 | $19.79M | 0.1% | -0.6% | 0.045% | |
4/30/2025 | MJP Associates Inc. ADV | 737 | $417K | 0.1% | -20.7% | 0.001% | |
4/30/2025 | Cerity Partners LLC | 27,857 | $15.75M | 0.0% | +43.3% | 0.036% | |
4/30/2025 | Alps Advisors Inc. | 7,413 | $4.19M | 0.0% | +1.1% | 0.010% | |
4/30/2025 | Quotient Wealth Partners LLC | 361 | $204K | 0.0% | +5.9% | 0.000% | |
4/30/2025 | Nisa Investment Advisors LLC | 25,749 | $14.56M | 0.1% | -3.4% | 0.033% | |
4/30/2025 | LBP AM SA | 10,676 | $6.04M | 0.1% | -21.1% | 0.014% | |
4/30/2025 | Axxcess Wealth Management LLC | 588 | $333K | 0.0% | -12.6% | 0.001% | |
4/30/2025 | Greenleaf Trust | 3,468 | $1.96M | 0.0% | +0.6% | 0.004% | |
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4/30/2025 | Flossbach Von Storch SE | 215,599 | $121.92M | 0.5% | -26.7% | 0.279% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 64,627 | $35.59M | 0.1% | +16.6% | 0.084% | |
4/30/2025 | OMNI 360 Wealth Inc. | 509 | $288K | 0.2% | N/A | 0.001% | |
4/30/2025 | Personal CFO Solutions LLC | 2,167 | $1.23M | 0.2% | -13.3% | 0.003% | |
4/30/2025 | Valeo Financial Advisors LLC | 620 | $351K | 0.0% | +6.3% | 0.001% | |
4/30/2025 | M&T Bank Corp | 11,614 | $6.57M | 0.0% | -5.0% | 0.015% | |
4/30/2025 | Brown Advisory Inc. | 640,642 | $362.28M | 0.5% | -22.7% | 0.828% | |
4/30/2025 | Crossmark Global Holdings Inc. | 2,408 | $1.36M | 0.0% | -9.2% | 0.003% | |
4/29/2025 | Financial Counselors Inc. | 9,031 | $5.11M | 0.1% | -2.2% | 0.012% | |
4/29/2025 | TD Private Client Wealth LLC | 1,468 | $830K | 0.0% | -65.9% | 0.002% | |
4/29/2025 | Envestnet Asset Management Inc. | 227,260 | $128.52M | 0.0% | -16.7% | 0.294% | |
4/29/2025 | Hexagon Capital Partners LLC | 96 | $54K | 0.0% | -33.8% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 372 | $209K | 0.0% | -33.1% | 0.000% | |
4/29/2025 | Argentarii LLC | 706 | $399K | 0.2% | N/A | 0.001% | |
4/29/2025 | Concurrent Investment Advisors LLC | 458 | $259K | 0.0% | -5.4% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 506,106 | $286.20M | 0.1% | -2.3% | 0.654% | |
4/29/2025 | World Investment Advisors | 658 | $372K | 0.0% | -3.5% | 0.001% | |
4/29/2025 | Wayfinding Financial LLC | 209 | $118K | 0.1% | N/A | 0.000% | |
4/29/2025 | Olde Wealth Management LLC | 48 | $27K | 0.0% | N/A | 0.000% | |
4/29/2025 | Capital Investment Advisory Services LLC | 2,312 | $1.31M | 0.1% | +3.1% | 0.003% | |
4/29/2025 | Catalyst Capital Advisors LLC | 765 | $433K | 0.0% | -21.5% | 0.001% | |
4/29/2025 | Harel Insurance Investments & Financial Services Ltd. | 3,260 | $1.84M | 0.0% | +57.9% | 0.004% | |
4/29/2025 | IFM Investors Pty Ltd | 15,878 | $9.26M | 0.1% | +9.9% | 0.020% | |
4/29/2025 | OneDigital Investment Advisors LLC | 1,044 | $590K | 0.0% | -52.5% | 0.001% | |
4/29/2025 | Fisher Funds Management LTD | 129,461 | $73.21M | 1.8% | -6.1% | 0.167% | |
4/28/2025 | D.A. Davidson & CO. | 933 | $528K | 0.0% | +16.2% | 0.001% | |
4/28/2025 | Principal Financial Group Inc. | 1,626,923 | $920.03M | 0.5% | +0.9% | 2.095% | |
4/28/2025 | Teacher Retirement System of Texas | 33,674 | $19.04M | 0.1% | -69.0% | 0.043% | |
4/28/2025 | First Horizon Advisors Inc. | 20,428 | $11.55M | 0.3% | +8.2% | 0.026% | |
4/28/2025 | Baskin Financial Services Inc. | 73,258 | $41.43M | 3.4% | +0.9% | 0.094% | |
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4/28/2025 | Aaron Wealth Advisors LLC | 420 | $238K | 0.0% | -8.9% | 0.001% | |
4/28/2025 | Arbor Capital Management Inc. ADV | 1,585 | $897K | 0.9% | +2.3% | 0.002% | |
4/28/2025 | Keybank National Association OH | 2,150 | $1.22M | 0.0% | +11.2% | 0.003% | |
4/28/2025 | Rossby Financial LCC | 313 | $168K | 0.1% | N/A | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 6,511 | $3.66M | 0.0% | -6.3% | 0.008% | |
4/28/2025 | Summit Trail Advisors LLC | 1,177 | $665K | 0.0% | +10.3% | 0.002% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 18,711 | $10.58M | 0.1% | +6.3% | 0.024% | |
4/28/2025 | GCQ FUNDS MANAGEMENT PTY Ltd | 87,989 | $49.76M | 12.2% | +29.4% | 0.113% | |
4/28/2025 | Vontobel Holding Ltd. | 47,204 | $26.69M | 0.1% | +59.9% | 0.061% | |
4/25/2025 | Mather Group LLC. | 788 | $445K | 0.0% | -2.4% | 0.001% | |
4/25/2025 | Alta Advisers Ltd | 359 | $203K | 0.1% | N/A | 0.000% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 3,723 | $2.11M | 0.2% | -8.0% | 0.005% | |
4/25/2025 | Northwest Wealth Management LLC | 368 | $208K | 0.0% | N/A | 0.000% | |
4/25/2025 | IRON Financial LLC | 425 | $240K | 0.1% | N/A | 0.001% | |
4/25/2025 | New York State Teachers Retirement System | 61,554 | $34.81M | 0.1% | -5.1% | 0.079% | |
4/25/2025 | Amalgamated Bank | 16,547 | $9.36M | 0.1% | +1.4% | 0.021% | |
4/25/2025 | KBC Group NV | 12,048 | $6.81M | 0.0% | -3.4% | 0.016% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 180,249 | $101.93M | 0.1% | +2.1% | 0.232% | |
4/24/2025 | Overbrook Management Corp | 8,713 | $4.93M | 1.2% | -52.7% | 0.011% | |
4/24/2025 | Westwind Capital | 22,473 | $12.71M | 3.2% | +1.5% | 0.029% | |
4/24/2025 | Sunbelt Securities Inc. | 142 | $80K | 0.0% | +15.4% | 0.000% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 3,542 | $2.01M | 0.0% | -1.0% | 0.005% | |
4/24/2025 | Copeland Capital Management LLC | 26,269 | $14.86M | 0.3% | -2.0% | 0.034% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 8,073 | $4.51M | 0.0% | +19.2% | 0.010% | |
4/24/2025 | Achmea Investment Management B.V. | 2,683 | $1.52M | 0.0% | N/A | 0.003% | |
4/24/2025 | Transcend Capital Advisors LLC | 1,434 | $811K | 0.1% | +21.2% | 0.002% | |
4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 32,560 | $17.37M | 0.2% | -2.5% | 0.042% | |
4/24/2025 | Diversified Trust Co | 3,820 | $2.16M | 0.1% | +22.9% | 0.005% | |
4/24/2025 | CNB Bank | 828 | $468K | 0.2% | -2.4% | 0.001% | |
4/24/2025 | PDS Planning Inc | 528 | $299K | 0.0% | +17.1% | 0.001% | |
4/23/2025 | Sequoia Financial Advisors LLC | 2,450 | $1.39M | 0.0% | -10.3% | 0.003% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 56,967 | $32.22M | 0.1% | +4.6% | 0.073% | |
4/23/2025 | Value Partners Investments Inc. | 4,150 | $2.35M | 0.2% | -3.2% | 0.005% | |
4/23/2025 | New World Advisors LLC | 856 | $484K | 0.1% | +16.9% | 0.001% | |
4/23/2025 | Golden State Wealth Management LLC | 96 | $54K | 0.0% | +336.4% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 590,892 | $334.15M | 0.6% | +0.6% | 0.761% | |
4/23/2025 | Spire Wealth Management | 554 | $313K | 0.0% | -86.8% | 0.001% | |
4/23/2025 | Moran Wealth Management LLC | 1,259 | $712K | 0.0% | -93.9% | 0.002% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 121,778 | $68.87M | 0.2% | -20.8% | 0.157% | |
4/23/2025 | Davidson Kahn Capital Management LLC | 2,004 | $1.13M | 0.9% | +9.2% | 0.003% | |
4/23/2025 | E Fund Management Hong Kong Co. Ltd. | 192 | $109K | 0.1% | -45.1% | 0.000% | |
4/23/2025 | Legacy Advisors LLC | 2,644 | $1.50M | 0.2% | -5.6% | 0.003% | |
4/23/2025 | Asset Management One Co. Ltd. | 33,010 | $18.67M | 0.1% | +8.3% | 0.043% | |
4/23/2025 | Figure 8 Investment Strategies LLC | 2,076 | $1.17M | 1.2% | +5.6% | 0.003% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 34,021 | $19.24M | 0.2% | -8.1% | 0.044% | |
4/22/2025 | HWG Holdings LP | 77 | $44K | 0.0% | N/A | 0.000% | |
4/22/2025 | Palumbo Wealth Management LLC | 4,261 | $2.41M | 0.8% | +23.1% | 0.005% | |
4/22/2025 | M3 Advisory Group LLC | 401 | $227K | 0.2% | +5.8% | 0.001% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 3,168 | $1.79M | 0.0% | -1.2% | 0.004% | |
4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 2,210 | $1.25M | 0.1% | N/A | 0.003% | |
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4/22/2025 | Manning & Napier Advisors LLC | 39,225 | $22.18M | 0.3% | -67.8% | 0.051% | |
4/22/2025 | Kentucky Retirement Systems | 5,189 | $2.93M | 0.1% | -4.0% | 0.007% | |
4/22/2025 | Intact Investment Management Inc. | 119 | $67K | 0.0% | N/A | 0.000% | |
4/22/2025 | Weaver Capital Management LLC | 753 | $426K | 0.1% | +5.8% | 0.001% | |
4/22/2025 | World Equity Group Inc. | 642 | $363K | 0.1% | -49.2% | 0.001% | |
4/22/2025 | GAM Holding AG | 5,299 | $3.00M | 0.2% | N/A | 0.007% | |
4/22/2025 | Stonegate Investment Group LLC | 376 | $213K | 0.0% | N/A | 0.000% | |
4/22/2025 | Canoe Financial LP | 192,731 | $108.99M | 1.7% | +3.5% | 0.248% | |
4/22/2025 | Segment Wealth Management LLC | 3,525 | $1.99M | 0.1% | +8.0% | 0.005% | |
4/21/2025 | Vanderbilt University | 6,614 | $3.74M | 0.7% | +23.0% | 0.009% | |