4/23/2024 | BSW Wealth Partners | 8,134 | $289K | 0.0% | -23.0% | 0.002% | |
4/19/2024 | First Trust Direct Indexing L.P. | 24,157 | $857K | 0.1% | -51.5% | 0.005% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 2,290 | $81K | 0.0% | +42.1% | 0.000% | |
4/15/2024 | Janiczek Wealth Management LLC | 2,886 | $103K | 0.0% | +25.2% | 0.001% | |
4/15/2024 | DGS Capital Management LLC | 22,459 | $797K | 0.2% | +8.7% | 0.004% | |
4/15/2024 | Atlas Capital Advisors LLC | 7,258 | $258K | 0.0% | +104.2% | 0.001% | |
|
4/11/2024 | Ballentine Partners LLC | 29,153 | $1.04M | 0.0% | +22.3% | 0.006% | |
4/11/2024 | First Affirmative Financial Network | 5,712 | $203K | 0.1% | N/A | 0.001% | |
4/10/2024 | Aprio Wealth Management LLC | 10,021 | $356K | 0.1% | +7.1% | 0.002% | |
4/5/2024 | GAMMA Investing LLC | 1,577 | $56K | 0.0% | +68.1% | 0.000% | |
4/1/2024 | Confluence Investment Management LLC | 6,908 | $245K | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 19,063 | $587K | 0.0% | +2.8% | 0.004% | |
3/13/2024 | Sivia Capital Partners LLC | 9,061 | $279K | 0.2% | N/A | 0.002% | |
3/5/2024 | Wellington Management Group LLP | 113,922 | $3.51M | 0.0% | -1.5% | 0.022% | |
2/21/2024 | V Square Quantitative Management LLC | 12,469 | $384K | 0.1% | N/A | 0.002% | |
2/13/2024 | Gabelli Funds LLC | 29,250 | $900K | 0.0% | -6.1% | 0.006% | |
2/13/2024 | Crossmark Global Holdings Inc. | 57,964 | $1.78M | 0.0% | -0.9% | 0.011% | |
2/12/2024 | Sanders Capital LLC | 137,244 | $4.22M | 0.0% | -0.7% | 0.027% | |
2/9/2024 | Orion Portfolio Solutions LLC | 54,535 | $1.55M | 0.0% | -7.1% | 0.011% | |
2/9/2024 | Team Hewins LLC | 14,312 | $441K | 0.1% | N/A | 0.003% | |
2/9/2024 | US Bancorp DE | 28,407 | $874K | 0.0% | +12.4% | 0.006% | |
2/9/2024 | Pzena Investment Management LLC | 860,127 | $26.48M | 0.1% | +0.1% | 0.168% | |
2/9/2024 | EverSource Wealth Advisors LLC | 5,935 | $183K | 0.0% | +13.0% | 0.001% | |
2/9/2024 | Franklin Resources Inc. | 29,862 | $919K | 0.0% | +2.5% | 0.006% | |
2/9/2024 | Brandes Investment Partners LP | 483,643 | $14.89M | 0.2% | +54.3% | 0.094% | |
2/9/2024 | Trexquant Investment LP | 16,967 | $522K | 0.0% | +116.9% | 0.003% | |
2/9/2024 | Corient Private Wealth LLC | 24,567 | $756K | 0.0% | +3.7% | 0.005% | |
2/9/2024 | Clearbridge Investments LLC | 69,552 | $2.14M | 0.0% | -2.5% | 0.014% | |
2/9/2024 | PNC Financial Services Group Inc. | 19,063 | $587K | 0.0% | +2.8% | 0.004% | |
2/8/2024 | Quadrant Capital Group LLC | 37,422 | $1.15M | 0.1% | +15.8% | 0.007% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 54,167 | $1.67M | 0.0% | -2.6% | 0.011% | |
2/7/2024 | Dimensional Fund Advisors LP | 1,615,533 | $49.73M | 0.0% | -0.3% | 0.315% | |
2/7/2024 | QRG Capital Management Inc. | 13,869 | $427K | 0.0% | +10.0% | 0.003% | |
2/6/2024 | M&T Bank Corp | 6,987 | $215K | 0.0% | -8.2% | 0.001% | |
2/6/2024 | Summit Global Investments | 11,060 | $340K | 0.0% | +13.6% | 0.002% | |
2/6/2024 | Natixis Advisors L.P. | 85,201 | $2.62M | 0.0% | +6.7% | 0.017% | |
2/6/2024 | West Family Investments Inc. | 7,759 | $239K | 0.1% | -31.4% | 0.002% | |
2/6/2024 | LGT Group Foundation | 33,169 | $1.03M | 0.0% | -2.8% | 0.006% | |
2/6/2024 | First Trust Direct Indexing L.P. | 49,778 | $1.53M | 0.1% | -8.2% | 0.010% | |
2/5/2024 | Russell Investments Group Ltd. | 10,122 | $312K | 0.0% | -2.9% | 0.002% | |
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2/1/2024 | GAMMA Investing LLC | 938 | $29K | 0.0% | N/A | 0.000% | |
2/1/2024 | Signaturefd LLC | 36,110 | $1.11M | 0.0% | -1.1% | 0.007% | |
2/1/2024 | Lindbrook Capital LLC | 4,657 | $143K | 0.0% | +19.7% | 0.001% | |
1/31/2024 | Greenleaf Trust | 14,474 | $446K | 0.0% | -46.5% | 0.003% | |
1/30/2024 | DGS Capital Management LLC | 20,661 | $636K | 0.2% | -21.3% | 0.004% | |
1/29/2024 | NewEdge Wealth LLC | 60,968 | $1.88M | 0.0% | +59.2% | 0.012% | |
1/29/2024 | Janiczek Wealth Management LLC | 2,305 | $71K | 0.0% | +44.0% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 24,706 | $760K | 0.0% | +20.8% | 0.005% | |
1/26/2024 | Aaron Wealth Advisors LLC | 6,834 | $210K | 0.0% | N/A | 0.001% | |
1/26/2024 | Sequoia Financial Advisors LLC | 20,845 | $642K | 0.0% | -2.9% | 0.004% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,612 | $50K | 0.0% | +27.6% | 0.000% | |
1/25/2024 | BSW Wealth Partners | 10,562 | $325K | 0.1% | +33.4% | 0.002% | |
1/24/2024 | Augustine Asset Management Inc. | 6,963 | $214K | 0.1% | N/A | 0.001% | |
1/23/2024 | Ballentine Partners LLC | 23,836 | $734K | 0.0% | +23.8% | 0.005% | |
1/18/2024 | Caprock Group LLC | 15,029 | $463K | 0.0% | -13.3% | 0.003% | |
1/18/2024 | Blue Trust Inc. | 11,889 | $366K | 0.0% | +7.8% | 0.002% | |
1/18/2024 | Ritholtz Wealth Management | 62,773 | $1.93M | 0.1% | +28.8% | 0.012% | |
1/17/2024 | Schechter Investment Advisors LLC | 28,678 | $883K | 0.1% | +3.1% | 0.006% | |
1/17/2024 | Aprio Wealth Management LLC | 9,361 | $288K | 0.1% | +10.9% | 0.002% | |
12/6/2023 | Citigroup Inc. | 9,429 | $250K | 0.0% | -4.4% | 0.002% | |
12/1/2023 | Wellington Management Group LLP | 115,622 | $3.06M | 0.0% | +16.1% | 0.022% | |
11/30/2023 | American Century Companies Inc. | 514,638 | $13.63M | 0.0% | +9.2% | 0.100% | |
11/15/2023 | Ramirez Asset Management Inc. | 166,364 | $4.41M | 0.9% | N/A | 0.032% | |
11/14/2023 | Lazard Asset Management LLC | 1,091,427 | $28.91M | 0.0% | -43.0% | 0.212% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 148,748 | $3.94M | 0.1% | +10.8% | 0.029% | |
11/14/2023 | Profund Advisors LLC | 8,298 | $220K | 0.0% | -27.3% | 0.002% | |
11/13/2023 | Natixis Advisors L.P. | 79,816 | $2.11M | 0.0% | +8.1% | 0.015% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 95,773 | $2.54M | 0.0% | +147.7% | 0.019% | |
11/13/2023 | Mariner LLC | 33,645 | $891K | 0.0% | +15.4% | 0.007% | |
11/13/2023 | Clearbridge Investments LLC | 71,363 | $1.89M | 0.0% | +1.2% | 0.014% | |
11/13/2023 | Brandes Investment Partners LP | 313,508 | $8.31M | 0.2% | -0.4% | 0.061% | |
11/13/2023 | Acadian Asset Management LLC | 90,661 | $2.40M | 0.0% | +6.7% | 0.018% | |
11/13/2023 | Envestnet Asset Management Inc. | 131,410 | $3.48M | 0.0% | +51.9% | 0.025% | |
11/13/2023 | Grantham Mayo Van Otterloo & Co. LLC | 13,800 | $366K | 0.0% | -7.8% | 0.003% | |
11/13/2023 | QRG Capital Management Inc. | 12,607 | $334K | 0.0% | N/A | 0.002% | |
11/9/2023 | Rhumbline Advisers | 158,231 | $4.19M | 0.0% | +2.1% | 0.031% | |
11/9/2023 | Pzena Investment Management LLC | 859,297 | $22.76M | 0.1% | +0.2% | 0.167% | |
11/9/2023 | Greenleaf Trust | 27,049 | $717K | 0.0% | -1.9% | 0.005% | |
11/8/2023 | Campbell & CO Investment Adviser LLC | 10,583 | $280K | 0.0% | N/A | 0.002% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 55,630 | $1.47M | 0.0% | +22.6% | 0.011% | |
11/8/2023 | Sequoia Financial Advisors LLC | 21,459 | $568K | 0.0% | -8.1% | 0.004% | |
11/8/2023 | Gabelli Funds LLC | 31,150 | $825K | 0.0% | -3.1% | 0.006% | |
11/8/2023 | NewEdge Wealth LLC | 38,291 | $1.01M | 0.0% | +39.8% | 0.007% | |
11/7/2023 | Quantbot Technologies LP | 1,997 | $53K | 0.0% | N/A | 0.000% | |
11/6/2023 | Schechter Investment Advisors LLC | 27,808 | $737K | 0.1% | +12.4% | 0.005% | |
11/6/2023 | LGT Group Foundation | 34,119 | $888K | 0.0% | -5.9% | 0.007% | |
11/4/2023 | NBC Securities Inc. | 5,112 | $135K | 0.0% | N/A | 0.001% | |
11/4/2023 | EverSource Wealth Advisors LLC | 5,253 | $139K | 0.0% | +69.8% | 0.001% | |
11/4/2023 | Signaturefd LLC | 36,494 | $967K | 0.0% | -1.3% | 0.007% | |
11/2/2023 | West Family Investments Inc. | 11,306 | $299K | 0.1% | N/A | 0.002% | |
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11/2/2023 | M&T Bank Corp | 7,612 | $202K | 0.0% | N/A | 0.001% | |
11/1/2023 | Orion Portfolio Solutions LLC | 58,720 | $1.56M | 0.0% | -3.6% | 0.011% | |
11/1/2023 | Legacy Wealth Asset Management LLC | 39,567 | $1.05M | 0.4% | +143.4% | 0.008% | |
10/31/2023 | Allworth Financial LP | 1,628 | $43K | 0.0% | +51.6% | 0.000% | |
10/31/2023 | Paradigm Asset Management Co. LLC | 1,500 | $40K | 0.0% | N/A | 0.000% | |
10/30/2023 | First Trust Direct Indexing L.P. | 54,245 | $1.44M | 0.2% | +5.2% | 0.011% | |
10/27/2023 | Assetmark Inc. | 2,099 | $56K | 0.0% | -32.6% | 0.000% | |
10/27/2023 | Cable Hill Partners LLC | 9,363 | $248K | 0.0% | -7.5% | 0.002% | |
10/27/2023 | BSW Wealth Partners | 7,917 | $210K | 0.0% | -39.0% | 0.002% | |
10/26/2023 | Henry James International Management Inc. | 14,628 | $387K | 0.2% | +17.7% | 0.003% | |