5/1/2025 | Kathmere Capital Management LLC | 38,018 | $831K | 0.1% | +30.9% | 0.018% | |
4/30/2025 | Cerity Partners LLC | 26,160 | $572K | 0.0% | N/A | 0.012% | |
4/30/2025 | Crossmark Global Holdings Inc. | 269,383 | $5.89M | 0.1% | N/A | 0.125% | |
4/23/2025 | Sequoia Financial Advisors LLC | 12,737 | $279K | 0.0% | +9.5% | 0.006% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 120,974 | $2.65M | 0.0% | +14.8% | 0.056% | |
4/21/2025 | Blue Trust Inc. | 10,270 | $225K | 0.0% | +17.3% | 0.005% | |
4/21/2025 | Johnson Investment Counsel Inc. | 29,746 | $651K | 0.0% | +44.9% | 0.014% | |
4/15/2025 | GAMMA Investing LLC | 2,201 | $48K | 0.0% | +51.7% | 0.001% | |
4/8/2025 | Rhumbline Advisers | 13,690 | $299K | 0.0% | -48.7% | 0.006% | |
4/7/2025 | GAMMA Investing LLC | 48,136 | $1.05M | 0.0% | +3,217.4% | 0.022% | |
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2/17/2025 | Vident Advisory LLC | 42,876 | $950K | 0.0% | +2.0% | 0.020% | |
2/17/2025 | Quantinno Capital Management LP | 16,640 | $369K | 0.0% | +23.3% | 0.008% | |
2/17/2025 | Nia Impact Advisors LLC | 16,662 | $369K | 0.1% | -80.3% | 0.008% | |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 17,654 | $391K | 0.0% | -20.9% | 0.008% | |
2/17/2025 | Bank of America Corp DE | 27,170 | $602K | 0.0% | +12.5% | 0.013% | |
2/17/2025 | BNP Paribas Financial Markets | 4,396 | $97K | 0.0% | +49.4% | 0.002% | |
2/14/2025 | Jane Street Group LLC | 23,632 | $523K | 0.0% | +199.9% | 0.011% | |
2/14/2025 | Northern Trust Corp | 138,992 | $3.08M | 0.0% | +1,189.5% | 0.064% | |
2/13/2025 | Walleye Capital LLC | 12,000 | $266K | 0.0% | N/A | 0.006% | |
2/13/2025 | Renaissance Technologies LLC | 2,468,268 | $54.67M | 0.1% | -2.8% | 1.142% | |
2/13/2025 | Invesco Ltd. | 1,536,883 | $34.04M | 0.0% | +19.8% | 0.711% | |
2/13/2025 | Quadrant Capital Group LLC | 29,404 | $651K | 0.0% | -4.9% | 0.014% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 65,742 | $1.46M | 0.0% | -16.5% | 0.030% | |
2/12/2025 | Arrowstreet Capital Limited Partnership | 113,316 | $2.51M | 0.0% | +40.7% | 0.052% | |
2/12/2025 | Allianz SE | 40,893 | $906K | 0.0% | N/A | 0.019% | |
2/11/2025 | American Century Companies Inc. | 110,252 | $2.44M | 0.0% | +13.8% | 0.051% | |
2/10/2025 | Signaturefd LLC | 15,219 | $337K | 0.0% | +8.3% | 0.007% | |
2/10/2025 | Corient Private Wealth LLC | 18,542 | $411K | 0.0% | +20.5% | 0.009% | |
2/7/2025 | Sequoia Financial Advisors LLC | 11,629 | $258K | 0.0% | +12.7% | 0.005% | |
2/7/2025 | Johnson Investment Counsel Inc. | 20,525 | $455K | 0.0% | -14.1% | 0.009% | |
2/7/2025 | PNC Financial Services Group Inc. | 12,842 | $284K | 0.0% | +6.7% | 0.006% | |
2/7/2025 | West Family Investments Inc. | 12,352 | $274K | 0.1% | +42.1% | 0.006% | |
2/6/2025 | SBI Securities Co. Ltd. | 2,212 | $49K | 0.0% | N/A | 0.001% | |
2/5/2025 | US Bancorp DE | 17,861 | $396K | 0.0% | +22.4% | 0.008% | |
1/30/2025 | Blue Trust Inc. | 8,755 | $194K | 0.0% | -36.9% | 0.004% | |
1/23/2025 | Robeco Institutional Asset Management B.V. | 105,364 | $2.33M | 0.0% | +655.5% | 0.049% | |
1/22/2025 | Blue Trust Inc. | 23,655 | $524K | 0.0% | +70.4% | 0.011% | |
1/16/2025 | Ballentine Partners LLC | 14,448 | $320K | 0.0% | +12.5% | 0.000% | |
1/14/2025 | Kathmere Capital Management LLC | 29,035 | $643K | 0.1% | +15.6% | 0.013% | |
11/15/2024 | Jane Street Group LLC | 7,880 | $212K | 0.0% | -36.7% | 0.000% | |
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11/15/2024 | Quantinno Capital Management LP | 13,495 | $363K | 0.0% | +37.2% | 0.000% | |
11/15/2024 | Ascent Group LLC | 8,118 | $218K | 0.0% | N/A | 0.000% | |
11/13/2024 | BNP Paribas Financial Markets | 2,943 | $79K | 0.0% | N/A | 0.000% | |
11/8/2024 | Connor Clark & Lunn Investment Management Ltd. | 11,020 | $296K | 0.0% | -25.3% | 0.000% | |
10/29/2024 | Robeco Institutional Asset Management B.V. | 13,946 | $375K | 0.0% | +12.6% | 0.006% | |
10/28/2024 | US Bancorp DE | 14,592 | $392K | 0.0% | -3.6% | 0.000% | |
10/25/2024 | First Trust Direct Indexing L.P. | 10,570 | $284K | 0.0% | +15.1% | 0.005% | |
10/23/2024 | Ballentine Partners LLC | 12,838 | $345K | 0.0% | +6.9% | 0.000% | |
10/21/2024 | Oldfield Partners LLP | 45,400 | $1.22M | 0.3% | +0.9% | 0.021% | |
10/19/2024 | Allspring Global Investments Holdings LLC | 1,039 | $28K | 0.0% | N/A | 0.000% | |
10/18/2024 | Blue Trust Inc. | 13,883 | $341K | 0.0% | +194.8% | 0.006% | |
10/11/2024 | Creative Planning | 67,897 | $1.83M | 0.0% | +21.1% | 0.000% | |
10/7/2024 | GAMMA Investing LLC | 1,198 | $32K | 0.0% | +48.3% | 0.001% | |
8/16/2024 | Creative Planning | 56,050 | $1.38M | 0.0% | +19.6% | 0.026% | |
8/16/2024 | Kathmere Capital Management LLC | 18,887 | $464K | 0.0% | +80.2% | 0.009% | |
8/14/2024 | Marshall Wace LLP | 13,720 | $337K | 0.0% | -28.2% | 0.006% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 16,341 | $396K | 0.0% | +21.6% | 0.008% | |
8/9/2024 | Renaissance Technologies LLC | 2,565,061 | $63.00M | 0.1% | -0.7% | 1.187% | |
8/9/2024 | Dimensional Fund Advisors LP | 199,877 | $4.91M | 0.0% | -2.1% | 0.093% | |
8/9/2024 | Oldfield Partners LLP | 45,000 | $1.11M | 0.2% | +1.1% | 0.021% | |
8/9/2024 | Nia Impact Advisors LLC | 82,993 | $2.04M | 0.7% | -4.3% | 0.038% | |
8/8/2024 | American Century Companies Inc. | 93,479 | $2.30M | 0.0% | +10.9% | 0.043% | |
8/6/2024 | Ballentine Partners LLC | 12,012 | $295K | 0.0% | -17.6% | 0.006% | |
8/1/2024 | Rhumbline Advisers | 26,636 | $654K | 0.0% | -4.6% | 0.012% | |
7/18/2024 | Blue Trust Inc. | 4,709 | $116K | 0.0% | +392.6% | 0.002% | |
7/16/2024 | Sequoia Financial Advisors LLC | 10,439 | $256K | 0.0% | +19.7% | 0.005% | |
6/11/2024 | EverSource Wealth Advisors LLC | 1,396 | $33K | 0.0% | +141.9% | 0.001% | |
5/15/2024 | Gabelli Funds LLC | 43,000 | $1.06M | 0.0% | -3.4% | 0.020% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 37,877 | $934K | 0.0% | +337.8% | 0.018% | |
5/9/2024 | SageView Advisory Group LLC | 2,517 | $62K | 0.0% | N/A | 0.001% | |
5/8/2024 | US Bancorp DE | 13,767 | $339K | 0.0% | -4.4% | 0.006% | |
4/16/2024 | Kathmere Capital Management LLC | 10,479 | $258K | 0.0% | N/A | 0.005% | |
4/11/2024 | Ballentine Partners LLC | 14,582 | $360K | 0.0% | +23.3% | 0.007% | |
3/22/2024 | PNC Financial Services Group Inc. | 13,836 | $324K | 0.0% | +3.2% | 0.006% | |
2/14/2024 | Barometer Capital Management Inc. | 5,000 | $117K | 0.0% | N/A | 0.002% | |
2/13/2024 | Gabelli Funds LLC | 44,500 | $1.04M | 0.0% | -7.3% | 0.021% | |
2/9/2024 | PNC Financial Services Group Inc. | 13,836 | $324K | 0.0% | +3.2% | 0.006% | |
2/8/2024 | Quadrant Capital Group LLC | 21,762 | $510K | 0.0% | +171.3% | 0.010% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 10,166 | $238K | 0.0% | N/A | 0.005% | |
2/6/2024 | West Family Investments Inc. | 9,388 | $220K | 0.1% | N/A | 0.004% | |
2/6/2024 | First Trust Direct Indexing L.P. | 27,806 | $651K | 0.1% | +13.4% | 0.013% | |
2/1/2024 | CWM LLC | 2,632 | $62K | 0.0% | +47.1% | 0.001% | |
2/1/2024 | Signaturefd LLC | 13,578 | $318K | 0.0% | +105.8% | 0.006% | |
1/26/2024 | Cerity Partners LLC | 9,007 | $211K | 0.0% | N/A | 0.004% | |
1/26/2024 | Sequoia Financial Advisors LLC | 8,648 | $203K | 0.0% | N/A | 0.004% | |
1/23/2024 | Ballentine Partners LLC | 11,829 | $277K | 0.0% | N/A | 0.005% | |
1/18/2024 | Blue Trust Inc. | 1,711 | $40K | 0.0% | +291.5% | 0.001% | |
12/6/2023 | Citigroup Inc. | 26,649 | $551K | 0.0% | +10.9% | 0.012% | |
11/13/2023 | PNC Financial Services Group Inc. | 13,403 | $277K | 0.0% | +5.5% | 0.006% | |
11/9/2023 | Deutsche Bank AG | 42,605 | $880K | 0.0% | N/A | 0.020% | |
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11/9/2023 | Citigroup Inc. | 26,649 | $551K | 0.0% | +10.9% | 0.012% | |
11/4/2023 | Signaturefd LLC | 6,599 | $136K | 0.0% | -12.1% | 0.003% | |
10/30/2023 | First Trust Direct Indexing L.P. | 24,523 | $507K | 0.1% | -5.6% | 0.011% | |
10/24/2023 | Robeco Institutional Asset Management B.V. | 12,381 | $256K | 0.0% | -32.0% | 0.006% | |
9/1/2023 | Portside Wealth Group LLC | 9,684 | $226K | 0.0% | N/A | 0.004% | |
8/11/2023 | Renaissance Technologies LLC | 2,618,761 | $61.20M | 0.1% | -0.5% | 1.212% | |
8/11/2023 | Nia Impact Advisors LLC | 96,820 | $2.24M | 1.3% | -0.9% | 0.045% | |
8/11/2023 | Hsbc Holdings PLC | 41,216 | $965K | 0.0% | +66.4% | 0.019% | |
8/11/2023 | Guggenheim Capital LLC | 33,133 | $774K | 0.0% | -34.8% | 0.015% | |
8/10/2023 | Johnson Investment Counsel Inc. | 20,800 | $486K | 0.0% | +96.2% | 0.010% | |