4/24/2024 | Simplicity Wealth LLC | 7,466 | $724K | 0.0% | N/A | 0.013% | |
4/23/2024 | Global Retirement Partners LLC | 618 | $60K | 0.0% | -29.6% | 0.001% | |
4/23/2024 | Amalgamated Bank | 29,555 | $2.87M | 0.0% | -9.7% | 0.052% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 24,235 | $2.35M | 0.0% | -0.7% | 0.043% | |
4/22/2024 | Raymond James & Associates | 103,405 | $10.03M | 0.0% | +2.5% | 0.184% | |
4/22/2024 | Lawson Kroeker Investment Management Inc. NE | 70,076 | $6.80M | 1.3% | +0.7% | 0.124% | |
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4/22/2024 | Professional Advisory Services Inc. | 211,531 | $20.53M | 2.8% | +9.1% | 0.376% | |
4/19/2024 | Valley National Advisers Inc. | 31,139 | $3.02M | 0.5% | -2.8% | 0.055% | |
4/18/2024 | Measured Wealth Private Client Group LLC | 5,432 | $527K | 0.2% | +9.0% | 0.010% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 19,199 | $1.86M | 0.0% | -29.2% | 0.034% | |
4/18/2024 | Oak Thistle LLC | 3,954 | $384K | 0.3% | -72.5% | 0.007% | |
4/17/2024 | Trivant Custom Portfolio Group LLC | 550 | $53K | 0.0% | -64.8% | 0.001% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 22,276 | $2.16M | 0.1% | -16.2% | 0.040% | |
4/16/2024 | Norwood Financial Corp | 2,672 | $259K | 0.4% | +13.8% | 0.005% | |
4/16/2024 | Hennessy Advisors Inc. | 244,000 | $23.68M | 1.0% | +14.1% | 0.433% | |
4/15/2024 | Janiczek Wealth Management LLC | 3,737 | $363K | 0.1% | +52.3% | 0.007% | |
4/15/2024 | Future Financial Wealth Managment LLC | 300 | $29K | 0.0% | N/A | 0.001% | |
4/15/2024 | Sound Income Strategies LLC | 102,141 | $9.91M | 0.7% | +7.8% | 0.181% | |
4/12/2024 | Miller Howard Investments Inc. NY | 265,635 | $25.78M | 0.8% | -1.3% | 0.472% | |
4/12/2024 | Global Assets Advisory LLC | 14,566 | $1.41M | 0.0% | N/A | 0.026% | |
4/12/2024 | Northwest Investment Counselors LLC | 11,982 | $1.16M | 0.3% | -2.7% | 0.021% | |
4/12/2024 | FCF Advisors LLC | 7,975 | $774K | 0.2% | +8.0% | 0.014% | |
4/11/2024 | Mountain Pacific Investment Advisers Inc. ID | 109,610 | $10.64M | 0.6% | -0.6% | 0.195% | |
4/11/2024 | Rockland Trust Co. | 10,471 | $1.02M | 0.1% | +2.0% | 0.019% | |
4/10/2024 | Red Spruce Capital LLC | 20,031 | $1.94M | 0.9% | +1.9% | 0.036% | |
4/10/2024 | Bank of New Hampshire | 485 | $47K | 0.0% | -38.2% | 0.001% | |
4/5/2024 | Carolina Wealth Advisors LLC | 3,978 | $386K | 0.2% | +3.3% | 0.007% | |
4/5/2024 | GAMMA Investing LLC | 528 | $51K | 0.0% | +30.0% | 0.001% | |
4/5/2024 | Butensky & Cohen Financial Security Inc. | 50,398 | $4.89M | 1.5% | +0.6% | 0.089% | |
4/5/2024 | Martin Capital Partners LLC | 72,849 | $7.07M | 2.7% | -2.0% | 0.129% | |
4/5/2024 | Los Angeles Capital Management LLC | 72,420 | $7.03M | 0.0% | -0.5% | 0.128% | |
3/29/2024 | Kapitalo Investimentos Ltda | 6,339 | $642K | 0.1% | -27.0% | 0.011% | |
3/22/2024 | PNC Financial Services Group Inc. | 1,856 | $188K | 0.0% | -45.8% | 0.003% | |
3/14/2024 | Hennessy Advisors Inc. | 213,800 | $21.65M | 1.1% | N/A | 0.379% | |
3/11/2024 | Vanguard Group Inc. | 4,686,356 | $474.54M | 0.0% | -2.7% | 8.309% | |
3/8/2024 | Trust Co. of Vermont | 38,937 | $3.94M | 0.3% | -2.6% | 0.069% | |
3/5/2024 | Greenwood Capital Associates LLC | 8,298 | $840K | 0.1% | N/A | 0.015% | |
3/1/2024 | Goldman Sachs Group Inc. | 172,394 | $17.46M | 0.0% | -10.4% | 0.306% | |
2/28/2024 | American International Group Inc. | 62,634 | $6.34M | 0.0% | -6.2% | 0.111% | |
2/26/2024 | Integrated Advisors Network LLC | 3,907 | $396K | 0.0% | -6.1% | 0.007% | |
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2/20/2024 | Quarry LP | 395 | $40K | 0.0% | N/A | 0.001% | |
2/15/2024 | Bragg Financial Advisors Inc | 206,912 | $20.95M | 1.0% | +1.0% | 0.367% | |
2/14/2024 | True Wealth Design LLC | 7,778 | $788K | 0.2% | -4.7% | 0.014% | |
2/14/2024 | BOKF NA | 110,421 | $11.18M | 0.2% | -2.3% | 0.196% | |
2/14/2024 | Dean Capital Management | 11,955 | $1.21M | 0.7% | -4.9% | 0.021% | |
2/14/2024 | Schroder Investment Management Group | 140,778 | $14.26M | 0.0% | -27.5% | 0.250% | |
2/14/2024 | Prudential PLC | 8,593 | $870K | 0.0% | -65.0% | 0.015% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 49,853 | $5.05M | 0.2% | +1.3% | 0.088% | |
2/13/2024 | Epoch Investment Partners Inc. | 1,095,617 | $110.94M | 0.5% | -9.2% | 1.943% | |
2/13/2024 | American International Group Inc. | 62,634 | $6.34M | 0.0% | -6.2% | 0.111% | |
2/13/2024 | GABELLI & Co INVESTMENT ADVISERS INC. | 2,000 | $203K | 0.0% | N/A | 0.004% | |
2/13/2024 | Crossmark Global Holdings Inc. | 11,576 | $1.17M | 0.0% | +35.6% | 0.021% | |
2/13/2024 | Capital Research Global Investors | 775,000 | $78.48M | 0.0% | +14.8% | 1.374% | |
2/13/2024 | First Trust Advisors LP | 858,319 | $86.91M | 0.1% | -8.2% | 1.522% | |
2/13/2024 | Arbor Capital Management Inc. ADV | 16,613 | $1.61M | 1.2% | -4.5% | 0.029% | |
2/13/2024 | Biechele Royce Advisors | 82,644 | $8.37M | 2.7% | -10.1% | 0.147% | |
2/12/2024 | Alberta Investment Management Corp | 87,524 | $8.86M | 0.1% | -2.5% | 0.155% | |
2/12/2024 | Eagle Asset Management Inc. | 158,350 | $16.04M | 0.1% | +1.4% | 0.281% | |
2/12/2024 | TFO Wealth Partners LLC | 1,151 | $117K | 0.0% | +57,450.0% | 0.002% | |
2/12/2024 | Treasurer of the State of North Carolina | 56,144 | $5.69M | 0.0% | +5.6% | 0.100% | |
2/12/2024 | Olympiad Research LP | 5,924 | $600K | 0.5% | N/A | 0.011% | |
2/12/2024 | Allianz Asset Management GmbH | 49,152 | $4.98M | 0.0% | -8.7% | 0.087% | |
2/12/2024 | TD Asset Management Inc | 86,244 | $8.73M | 0.0% | -5.0% | 0.153% | |
2/12/2024 | Paradigm Asset Management Co. LLC | 7,700 | $780K | 0.2% | -2.5% | 0.014% | |
2/12/2024 | Parallel Advisors LLC | 9,965 | $1.01M | 0.0% | +8.7% | 0.018% | |
2/9/2024 | Intech Investment Management LLC | 3,583 | $363K | 0.0% | -18.3% | 0.006% | |
2/9/2024 | Orion Portfolio Solutions LLC | 22,451 | $2.15M | 0.0% | -43.1% | 0.040% | |
2/9/2024 | Ontario Teachers Pension Plan Board | 53,485 | $5.42M | 0.1% | -4.0% | 0.095% | |
2/9/2024 | King Luther Capital Management Corp | 5,795 | $587K | 0.0% | -22.1% | 0.010% | |
2/9/2024 | Franklin Resources Inc. | 97,323 | $9.86M | 0.0% | +0.3% | 0.173% | |
2/9/2024 | Brandes Investment Partners LP | 2,693 | $273K | 0.0% | N/A | 0.005% | |
2/9/2024 | Corient Private Wealth LLC | 16,565 | $1.68M | 0.0% | -51.0% | 0.029% | |
2/9/2024 | D.A. Davidson & CO. | 18,804 | $1.90M | 0.0% | +3.9% | 0.033% | |
2/9/2024 | Clearbridge Investments LLC | 544,540 | $55.14M | 0.0% | +11.0% | 0.965% | |
2/9/2024 | Wells Fargo & Company MN | 121,976 | $12.35M | 0.0% | -1.1% | 0.216% | |
2/9/2024 | Coldstream Capital Management Inc. | 21,442 | $2.17M | 0.1% | -0.6% | 0.038% | |
2/9/2024 | BI Asset Management Fondsmaeglerselskab A S | 29,874 | $3.03M | 0.1% | -22.4% | 0.053% | |
2/9/2024 | Norges Bank | 553,905 | $56.09M | 0.0% | N/A | 0.982% | |
2/8/2024 | Robeco Institutional Asset Management B.V. | 193,199 | $19.56M | 0.1% | -43.8% | 0.343% | |
2/8/2024 | Paradice Investment Management LLC | 369,987 | $37.47M | 4.7% | -38.6% | 0.656% | |
2/8/2024 | Great Lakes Advisors LLC | 3,588 | $363K | 0.0% | +9.3% | 0.006% | |
2/8/2024 | Navellier & Associates Inc. | 17,682 | $1.79M | 0.3% | N/A | 0.031% | |
2/8/2024 | Panagora Asset Management Inc. | 6,546 | $663K | 0.0% | -15.1% | 0.012% | |
2/8/2024 | Inceptionr LLC | 2,610 | $264K | 0.2% | N/A | 0.005% | |
2/8/2024 | Janney Montgomery Scott LLC | 8,507 | $861K | 0.0% | N/A | 0.015% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 7,699 | $780K | 0.0% | -6.0% | 0.014% | |
2/7/2024 | Principal Financial Group Inc. | 170,271 | $17.24M | 0.0% | -2.6% | 0.302% | |
2/7/2024 | USA Financial Formulas | 1,440 | $146K | 0.0% | +32.2% | 0.003% | |
2/7/2024 | Formidable Asset Management LLC | 6,062 | $614K | 0.1% | -13.0% | 0.011% | |
2/7/2024 | AlphaStar Capital Management LLC | 3,713 | $376K | 0.0% | N/A | 0.007% | |
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2/7/2024 | Dimensional Fund Advisors LP | 829,779 | $84.02M | 0.0% | +4.1% | 1.471% | |
2/7/2024 | Seizert Capital Partners LLC | 283,972 | $28.76M | 1.5% | -0.1% | 0.503% | |
2/7/2024 | Valley Wealth Managers Inc. | 44,795 | $4.54M | 0.4% | -3.9% | 0.079% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 25,707 | $2.60M | 0.1% | -6.6% | 0.046% | |
2/7/2024 | BNP Paribas Financial Markets | 20,762 | $2.10M | 0.0% | +2.5% | 0.037% | |
2/7/2024 | Teacher Retirement System of Texas | 13,573 | $1.37M | 0.0% | -42.2% | 0.024% | |
2/7/2024 | Donoghue Forlines LLC | 10,951 | $1.11M | 0.3% | -4.9% | 0.019% | |
2/7/2024 | Principal Securities Inc. | 832 | $84K | 0.0% | N/A | 0.001% | |
2/6/2024 | Centric Wealth Management | 14,723 | $1.46M | 0.5% | +17.3% | 0.026% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 1,069,617 | $108.31M | 0.0% | -1.0% | 1.896% | |