4/30/2025 | State of Michigan Retirement System | 13,773 | $3.01M | 0.0% | -2.8% | 0.024% | |
4/30/2025 | Cerity Partners LLC | 10,300 | $2.25M | 0.0% | -1.5% | 0.018% | |
4/30/2025 | Correct Capital Wealth Management | 2,744 | $600K | 0.1% | +5.0% | 0.005% | |
4/30/2025 | Alps Advisors Inc. | 1,664 | $364K | 0.0% | -20.5% | 0.003% | |
4/30/2025 | Allworth Financial LP | 464 | $105K | 0.0% | +12.9% | 0.001% | |
4/30/2025 | Nisa Investment Advisors LLC | 7,792 | $1.70M | 0.0% | +6.0% | 0.013% | |
4/30/2025 | New Mexico Educational Retirement Board | 2,250 | $492K | 0.0% | -4.3% | 0.004% | |
4/30/2025 | Court Place Advisors LLC | 4,435 | $969K | 0.3% | +4.6% | 0.008% | |
4/30/2025 | Greenleaf Trust | 1,101 | $241K | 0.0% | -3.9% | 0.002% | |
4/30/2025 | DekaBank Deutsche Girozentrale | 9,080 | $1.97M | 0.0% | -0.8% | 0.016% | |
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4/30/2025 | Personal CFO Solutions LLC | 3,849 | $841K | 0.2% | +4.5% | 0.007% | |
4/30/2025 | Valeo Financial Advisors LLC | 2,058 | $450K | 0.0% | -5.2% | 0.004% | |
4/30/2025 | M&T Bank Corp | 2,869 | $627K | 0.0% | -18.2% | 0.005% | |
4/30/2025 | Stratos Wealth Partners LTD. | 3,443 | $752K | 0.0% | -33.9% | 0.006% | |
4/30/2025 | Stratos Wealth Advisors LLC | 11,387 | $2.49M | 0.1% | -0.8% | 0.020% | |
4/30/2025 | Blackhawk Capital Partners LLC. | 3,748 | $819K | 0.4% | -3.0% | 0.006% | |
4/30/2025 | Ninety One UK Ltd | 116,400 | $25.43M | 0.1% | -33.7% | 0.201% | |
4/30/2025 | Crossmark Global Holdings Inc. | 1,561 | $341K | 0.0% | +7.4% | 0.003% | |
4/29/2025 | Envestnet Asset Management Inc. | 329,682 | $72.03M | 0.0% | -3.1% | 0.570% | |
4/29/2025 | Hexagon Capital Partners LLC | 257 | $56K | 0.0% | -32.4% | 0.000% | |
4/29/2025 | Penserra Capital Management LLC | 1,461 | $319K | 0.0% | +1,087.8% | 0.003% | |
4/29/2025 | Bank of New York Mellon Corp | 426,099 | $93.09M | 0.0% | -7.1% | 0.737% | |
4/29/2025 | von Borstel & Associates Inc. | 124 | $27K | 0.0% | N/A | 0.000% | |
4/29/2025 | Capital Investment Advisory Services LLC | 947 | $207K | 0.0% | -29.7% | 0.002% | |
4/29/2025 | IFM Investors Pty Ltd | 10,123 | $2.21M | 0.0% | +6.7% | 0.017% | |
4/29/2025 | Calamos Advisors LLC | 37,347 | $8.16M | 0.0% | +1.1% | 0.065% | |
4/28/2025 | Barlow Wealth Partners Inc. | 98,737 | $22.47M | 2.9% | +0.8% | 0.171% | |
4/28/2025 | Principal Financial Group Inc. | 62,874 | $13.74M | 0.0% | -3.8% | 0.109% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 4,069 | $889K | 0.0% | -2.4% | 0.007% | |
4/28/2025 | Teacher Retirement System of Texas | 24,147 | $5.28M | 0.0% | N/A | 0.042% | |
4/28/2025 | Private Trust Co. NA | 638 | $139K | 0.0% | +11.0% | 0.001% | |
4/28/2025 | Summit Trail Advisors LLC | 3,016 | $659K | 0.0% | +15.3% | 0.005% | |
4/28/2025 | Clear Creek Financial Management LLC | 1,185 | $259K | 0.0% | N/A | 0.002% | |
4/25/2025 | Mather Group LLC. | 299 | $65K | 0.0% | +510.2% | 0.001% | |
4/25/2025 | Riverstone Advisors LLC | 10,231 | $2.24M | 1.3% | -4.9% | 0.018% | |
4/25/2025 | Canandaigua National Bank & Trust Co. | 2,245 | $490K | 0.0% | -16.1% | 0.004% | |
4/25/2025 | Valley National Advisers Inc. | 10,811 | $2.36M | 0.4% | +1.0% | 0.019% | |
4/25/2025 | New York State Teachers Retirement System | 46,658 | $10.19M | 0.0% | +0.7% | 0.081% | |
4/25/2025 | Amalgamated Bank | 9,899 | $2.16M | 0.0% | -0.9% | 0.017% | |
4/25/2025 | KBC Group NV | 31,932 | $6.98M | 0.0% | -0.4% | 0.055% | |
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4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 106,073 | $23.18M | 0.0% | -0.8% | 0.183% | |
4/24/2025 | Marathon Asset Management Ltd | 264,976 | $57.89M | 1.8% | -8.9% | 0.458% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 34,410 | $7.60M | 0.0% | +0.1% | 0.059% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 8,111 | $1.77M | 0.0% | +3.8% | 0.014% | |
4/24/2025 | Lafayette Investments Inc. | 28,340 | $6.19M | 1.3% | +1.8% | 0.049% | |
4/24/2025 | Trust Co. of Vermont | 320 | $70K | 0.0% | -74.9% | 0.001% | |
4/24/2025 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 963,303 | $211.18M | 2.0% | -0.7% | 1.665% | |
4/24/2025 | Diversified Trust Co | 1,597 | $349K | 0.0% | N/A | 0.003% | |
4/24/2025 | Avory & Company LLC | 40,029 | $8.75M | 5.4% | +2.8% | 0.069% | |
4/23/2025 | KPP Advisory Services LLC | 3,789 | $828K | 0.2% | +32.9% | 0.007% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 28,954 | $6.33M | 0.0% | +129.8% | 0.050% | |
4/23/2025 | Phillips Wealth Planners LLC | 1,321 | $285K | 0.3% | +13.5% | 0.002% | |
4/23/2025 | New World Advisors LLC | 1,267 | $277K | 0.1% | +16.8% | 0.002% | |
4/23/2025 | Golden State Wealth Management LLC | 138 | $30K | 0.0% | +112.3% | 0.000% | |
4/23/2025 | Bessemer Group Inc. | 7,102 | $1.55M | 0.0% | -64.3% | 0.012% | |
4/23/2025 | Spire Wealth Management | 1,810 | $396K | 0.0% | +183.3% | 0.003% | |
4/23/2025 | International Assets Investment Management LLC | 1,401 | $306K | 0.0% | -6.0% | 0.002% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 24,696 | $5.40M | 0.0% | -3.2% | 0.043% | |
4/23/2025 | Asset Management One Co. Ltd. | 21,430 | $4.68M | 0.0% | +5.9% | 0.037% | |
4/23/2025 | Oppenheimer & Co. Inc. | 7,334 | $1.60M | 0.0% | +149.5% | 0.013% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 103,546 | $22.62M | 0.3% | +1.1% | 0.179% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 13,924 | $3.04M | 0.0% | -7.2% | 0.024% | |
4/22/2025 | Kentucky Retirement Systems Insurance Trust Fund | 1,480 | $323K | 0.0% | N/A | 0.003% | |
4/22/2025 | Kentucky Retirement Systems | 3,476 | $759K | 0.0% | +3.9% | 0.006% | |
4/22/2025 | Absher Wealth Management LLC | 3,801 | $830K | 0.1% | +94.1% | 0.007% | |
4/21/2025 | Good Steward Wealth Advisors LLC | 962 | $210K | 0.2% | N/A | 0.002% | |
4/21/2025 | Riverbridge Partners LLC | 506,846 | $110.74M | 1.8% | -4.7% | 0.876% | |
4/21/2025 | Retirement Systems of Alabama | 10,117 | $2.21M | 0.0% | -3.9% | 0.017% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 3,336 | $729K | 0.0% | -25.8% | 0.006% | |
4/21/2025 | Boston Trust Walden Corp | 359,909 | $78.63M | 0.6% | +0.1% | 0.622% | |
4/21/2025 | PUREfi Wealth LLC | 1,877 | $410K | 0.4% | +33.9% | 0.003% | |
4/18/2025 | Prosperity Wealth Management Inc. | 1,830 | $400K | 0.2% | -41.5% | 0.003% | |
4/17/2025 | Grove Bank & Trust | 6,138 | $1.34M | 0.2% | +5.5% | 0.011% | |
4/17/2025 | QRG Capital Management Inc. | 2,417 | $528K | 0.0% | N/A | 0.004% | |
4/17/2025 | Western Pacific Wealth Management LP | 1,900 | $415K | 0.4% | -21.8% | 0.003% | |
4/17/2025 | Sowell Financial Services LLC | 1,900 | $415K | 0.0% | N/A | 0.003% | |
4/17/2025 | Janney Montgomery Scott LLC | 14,316 | $3.13M | 0.0% | +13.4% | 0.025% | |
4/17/2025 | Brown Miller Wealth Management LLC | 1,247 | $272K | 0.1% | N/A | 0.002% | |
4/17/2025 | Trust Point Inc. | 3,530 | $771K | 0.1% | -9.1% | 0.006% | |
4/17/2025 | Mn Services Vermogensbeheer B.V. | 20,900 | $4.57M | 0.0% | -2.3% | 0.036% | |
4/17/2025 | Optas LLC | 4,429 | $968K | 0.2% | -12.3% | 0.008% | |
4/17/2025 | Brighton Jones LLC | 2,983 | $652K | 0.0% | -4.1% | 0.005% | |
4/17/2025 | Exchange Traded Concepts LLC | 1,007 | $220K | 0.0% | +15.6% | 0.002% | |
4/16/2025 | Opal Wealth Advisors LLC | 159 | $35K | 0.0% | N/A | 0.000% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 23,796 | $5.20M | 0.0% | +1.6% | 0.041% | |
4/16/2025 | Elevation Point Wealth Partners LLC | 1,261 | $276K | 0.0% | -33.7% | 0.002% | |
4/16/2025 | Jacksonville Wealth Management LLC | 1,799 | $393K | 0.4% | -6.3% | 0.003% | |
4/16/2025 | Willis Investment Counsel | 4,987 | $1.09M | 0.1% | +13.4% | 0.009% | |
4/16/2025 | Spectrum Asset Management Inc. NB CA | 2,538 | $555K | 0.2% | -42.1% | 0.004% | |
4/15/2025 | Davis Investment Partners LLC | 3,368 | $735K | 0.3% | -45.4% | 0.006% | |
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4/15/2025 | CX Institutional | 787 | $172K | 0.0% | N/A | 0.001% | |
4/15/2025 | Assenagon Asset Management S.A. | 1,312 | $287K | 0.0% | -74.2% | 0.002% | |
4/15/2025 | Handelsbanken Fonder AB | 14,000 | $3.06M | 0.0% | +8.5% | 0.024% | |
4/15/2025 | SG Americas Securities LLC | 2,685 | $587K | 0.0% | +57.1% | 0.005% | |
4/15/2025 | Accurate Wealth Management LLC | 6,585 | $1.42M | 0.3% | +37.4% | 0.011% | |
4/15/2025 | Simplicity Wealth LLC | 1,425 | $311K | 0.0% | +24.8% | 0.002% | |
4/15/2025 | GAMMA Investing LLC | 904 | $198K | 0.0% | +54.5% | 0.002% | |
4/15/2025 | Fourpath Capital Management LLC | 3,798 | $830K | 0.1% | +1.9% | 0.007% | |
4/14/2025 | Yousif Capital Management LLC | 7,718 | $1.69M | 0.0% | -3.5% | 0.013% | |
4/14/2025 | Pallas Capital Advisors LLC | 1,788 | $391K | 0.0% | -43.3% | 0.003% | |