8/5/2025 | Bank of Montreal Can | 1,308,520 | $32.74M | 0.0% | +6.9% | 0.101% | |
8/4/2025 | AMG National Trust Bank | 136,574 | $3.42M | 0.1% | +0.7% | 0.011% | |
8/4/2025 | Simon Quick Advisors LLC | 9,341 | $234K | 0.0% | N/A | 0.001% | |
8/4/2025 | Atria Investments Inc | 41,620 | $1.04M | 0.0% | -28.2% | 0.003% | |
8/4/2025 | Hantz Financial Services Inc. | 9,049 | $226K | 0.0% | +1,684.8% | 0.001% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 127,564 | $3.19M | 0.1% | +270.4% | 0.010% | |
8/1/2025 | Envestnet Asset Management Inc. | 581,953 | $14.56M | 0.0% | -25.8% | 0.045% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 86,672 | $2.17M | 0.0% | -37.6% | 0.007% | |
7/31/2025 | Atlatl Advisers LLC | 21,576 | $540K | 0.3% | -2.0% | 0.002% | |
7/30/2025 | Ethic Inc. | 36,358 | $916K | 0.0% | -10.4% | 0.003% | |
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7/28/2025 | Ritholtz Wealth Management | 9,043 | $226K | 0.0% | N/A | 0.001% | |
7/28/2025 | Naviter Wealth LLC | 16,858 | $422K | 0.1% | N/A | 0.001% | |
7/25/2025 | Sequoia Financial Advisors LLC | 8,169 | $204K | 0.0% | N/A | 0.001% | |
7/25/2025 | Yousif Capital Management LLC | 17,060 | $427K | 0.0% | +7.9% | 0.001% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 54,043 | $1.35M | 0.0% | +22.5% | 0.004% | |
7/25/2025 | Concurrent Investment Advisors LLC | 10,472 | $262K | 0.0% | -22.1% | 0.001% | |
7/24/2025 | PDS Planning Inc | 8,441 | $211K | 0.0% | N/A | 0.001% | |
7/24/2025 | Blue Trust Inc. | 3,853 | $96K | 0.0% | -11.6% | 0.000% | |
7/24/2025 | Callan Family Office LLC | 26,896 | $673K | 0.0% | N/A | 0.002% | |
7/24/2025 | US Bancorp DE | 29,122 | $729K | 0.0% | +12.1% | 0.002% | |
7/22/2025 | Valeo Financial Advisors LLC | 9,657 | $242K | 0.0% | N/A | 0.001% | |
7/22/2025 | DAVENPORT & Co LLC | 78,110 | $1.95M | 0.0% | -11.1% | 0.006% | |
7/21/2025 | Impact Investors Inc | 8,335 | $209K | 0.1% | N/A | 0.001% | |
7/21/2025 | QRG Capital Management Inc. | 10,387 | $260K | 0.0% | -39.4% | 0.001% | |
7/17/2025 | GC Wealth Management RIA LLC | 22,106 | $553K | 0.0% | -30.3% | 0.002% | |
7/16/2025 | Signaturefd LLC | 27,337 | $684K | 0.0% | +4.7% | 0.002% | |
7/15/2025 | Ballentine Partners LLC | 18,598 | $465K | 0.0% | +2.4% | 0.001% | |
7/14/2025 | GAMMA Investing LLC | 8,078 | $202K | 0.0% | +24.1% | 0.001% | |
7/14/2025 | Park Avenue Securities LLC | 16,202 | $405K | 0.0% | -23.0% | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 39,380 | $980K | 0.0% | -33.4% | 0.003% | |
7/9/2025 | Aaron Wealth Advisors LLC | 16,240 | $406K | 0.0% | +9.0% | 0.001% | |
7/8/2025 | Gradient Investments LLC | 36,369 | $910K | 0.0% | +13.5% | 0.003% | |
7/8/2025 | Gallacher Capital Management LLC | 16,269 | $407K | 0.2% | +4.5% | 0.001% | |
5/29/2025 | Rhumbline Advisers | 11,673 | $251K | 0.0% | -13.1% | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 3,683 | $79K | 0.0% | +86.6% | 0.000% | |
5/19/2025 | Jane Street Group LLC | 16,662 | $358K | 0.0% | -77.0% | 0.001% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,361,097 | $50.76M | 0.0% | -7.6% | 0.182% | |
5/16/2025 | Millennium Management LLC | 230,505 | $4.96M | 0.0% | -35.4% | 0.018% | |
5/15/2025 | Royal Bank of Canada | 378,802 | $8.14M | 0.0% | -6.2% | 0.029% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 17,239 | $371K | 0.1% | N/A | 0.001% | |
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5/15/2025 | OLD Mission Capital LLC | 71,826 | $1.54M | 0.0% | -48.2% | 0.005% | |
5/15/2025 | Vident Advisory LLC | 18,513 | $398K | 0.0% | N/A | 0.001% | |
5/15/2025 | Evergreen Capital Management LLC | 16,840 | $367K | 0.0% | +20.0% | 0.001% | |
5/15/2025 | Earnest Partners LLC | 30,656 | $659K | 0.0% | -12.2% | 0.002% | |
5/14/2025 | Causeway Capital Management LLC | 2,353,670 | $50.60M | 1.1% | +10.1% | 0.180% | |
5/14/2025 | ICONIQ Capital LLC | 13,567 | $292K | 0.0% | N/A | 0.001% | |
5/14/2025 | SVB Wealth LLC | 2,808 | $60K | 0.0% | N/A | 0.000% | |
5/14/2025 | Smartleaf Asset Management LLC | 2,563 | $55K | 0.0% | +38.1% | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 12,127 | $261K | 0.0% | -8.5% | 0.001% | |
5/14/2025 | Compound Planning Inc. | 14,743 | $317K | 0.0% | N/A | 0.001% | |
5/14/2025 | Capital Fund Management S.A. | 18,099 | $389K | 0.0% | -84.2% | 0.001% | |
5/13/2025 | Northern Trust Corp | 1,878,126 | $40.38M | 0.0% | +8.3% | 0.144% | |
5/13/2025 | Brooklyn Investment Group | 6,076 | $131K | 0.0% | +588.1% | 0.000% | |
5/13/2025 | American Century Companies Inc. | 246,254 | $5.29M | 0.0% | +8.4% | 0.019% | |
5/13/2025 | Ethic Inc. | 40,595 | $876K | 0.0% | -11.1% | 0.003% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 34,679 | $746K | 0.0% | -6.7% | 0.003% | |
5/13/2025 | Vestmark Advisory Solutions Inc. | 57,754 | $1.24M | 0.0% | +127.5% | 0.004% | |
5/13/2025 | Russell Investments Group Ltd. | 21,447 | $461K | 0.0% | +133.0% | 0.002% | |
5/12/2025 | Nuveen LLC | 97,044 | $2.09M | 0.0% | N/A | 0.007% | |
5/12/2025 | National Bank of Canada FI | 3,925 | $84K | 0.0% | +29.0% | 0.000% | |
5/9/2025 | Headlands Technologies LLC | 27,747 | $597K | 0.1% | +7.2% | 0.002% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 102,397 | $2.20M | 0.0% | +10.2% | 0.008% | |
5/9/2025 | ABC Arbitrage SA | 718,357 | $15.45M | 2.9% | -29.3% | 0.055% | |
5/9/2025 | Allianz SE | 4,074 | $88K | 0.0% | N/A | 0.000% | |
5/9/2025 | PNC Financial Services Group Inc. | 17,466 | $376K | 0.0% | +20.3% | 0.001% | |
5/8/2025 | US Bancorp DE | 25,968 | $558K | 0.0% | +66.6% | 0.002% | |
5/8/2025 | Natixis Advisors LLC | 401,041 | $8.62M | 0.0% | +7.9% | 0.031% | |
5/8/2025 | XTX Topco Ltd | 26,719 | $574K | 0.0% | N/A | 0.002% | |
5/7/2025 | LPL Financial LLC | 76,542 | $1.65M | 0.0% | +144.6% | 0.006% | |
5/6/2025 | Pacer Advisors Inc. | 11,965 | $257K | 0.0% | +7.9% | 0.001% | |
5/6/2025 | Cetera Investment Advisers | 12,748 | $274K | 0.0% | N/A | 0.001% | |
5/6/2025 | Madison Asset Management LLC | 130,531 | $2.81M | 0.0% | +8.5% | 0.010% | |
5/6/2025 | Y Intercept Hong Kong Ltd | 34,444 | $741K | 0.1% | N/A | 0.003% | |
5/6/2025 | Choreo LLC | 12,049 | $259K | 0.0% | +5.6% | 0.001% | |
5/5/2025 | Gallacher Capital Management LLC | 15,563 | $335K | 0.2% | +16.8% | 0.001% | |
5/5/2025 | Wealth Alliance LLC | 33,288 | $716K | 0.1% | N/A | 0.003% | |
5/5/2025 | AMG National Trust Bank | 135,570 | $2.92M | 0.1% | +83.4% | 0.010% | |
5/2/2025 | Signaturefd LLC | 26,100 | $561K | 0.0% | +10.2% | 0.002% | |
5/1/2025 | Ballentine Partners LLC | 18,168 | $391K | 0.0% | +78.1% | 0.001% | |
4/30/2025 | Cerity Partners LLC | 17,142 | $369K | 0.0% | N/A | 0.001% | |
4/29/2025 | Callan Capital LLC | 10,244 | $220K | 0.0% | N/A | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 784,201 | $16.86M | 0.0% | +23.2% | 0.060% | |
4/29/2025 | Concurrent Investment Advisors LLC | 13,437 | $289K | 0.0% | N/A | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 61,827 | $1.33M | 0.0% | +8.5% | 0.005% | |
4/28/2025 | Aaron Wealth Advisors LLC | 14,899 | $320K | 0.0% | N/A | 0.001% | |
4/28/2025 | Fedenia Advisers LLC | 22,020 | $473K | 0.3% | -13.3% | 0.002% | |
4/28/2025 | DAVENPORT & Co LLC | 87,889 | $1.89M | 0.0% | -3.2% | 0.007% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 12,535 | $272K | 0.0% | N/A | 0.001% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 138,958 | $2.99M | 0.0% | +26.1% | 0.011% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 10,034 | $216K | 0.0% | N/A | 0.001% | |
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4/17/2025 | QRG Capital Management Inc. | 17,143 | $369K | 0.0% | N/A | 0.001% | |
4/17/2025 | Janney Montgomery Scott LLC | 9,337 | $201K | 0.0% | N/A | 0.001% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 59,148 | $1.27M | 0.0% | -25.5% | 0.005% | |
4/15/2025 | GAMMA Investing LLC | 6,508 | $140K | 0.0% | +182.6% | 0.000% | |
4/14/2025 | Bruce G. Allen Investments LLC | 2,759 | $59K | 0.0% | +70.4% | 0.000% | |
4/14/2025 | Cetera Trust Company N.A | 5,620 | $121K | 0.1% | +60.8% | 0.000% | |
4/14/2025 | Park Avenue Securities LLC | 21,051 | $453K | 0.0% | +65.7% | 0.002% | |
4/11/2025 | First Affirmative Financial Network | 21,342 | $459K | 0.3% | +27.6% | 0.002% | |
4/9/2025 | Merit Financial Group LLC | 12,313 | $265K | 0.0% | N/A | 0.001% | |
4/9/2025 | Legacy Wealth Asset Management LLC | 28,071 | $604K | 0.2% | +28.2% | 0.002% | |