10/6/2025 | Destiny Wealth Partners LLC | 38,259 | $14.14M | 1.7% | -1.4% | 0.010% | |
10/6/2025 | ARS Wealth Advisors Group LLC | 780 | $288K | 0.0% | +4.6% | 0.000% | |
10/6/2025 | Old Port Advisors | 829 | $306K | 0.1% | -7.4% | 0.000% | |
10/6/2025 | AssuredPartners Investment Advisors LLC | 1,142 | $422K | 0.1% | +2.8% | 0.000% | |
10/6/2025 | TruWealth Advisors LLC | 2,388 | $883K | 0.0% | +12.3% | 0.001% | |
10/6/2025 | PPS&V Asset Management Consultants Inc. | 5,603 | $2.07M | 1.2% | -1.5% | 0.001% | |
10/6/2025 | Clarus Wealth Advisors | 743 | $275K | 0.1% | +8.3% | 0.000% | |
10/6/2025 | Venture Visionary Partners LLC | 5,779 | $2.14M | 0.1% | +11.2% | 0.002% | |
10/6/2025 | Red Spruce Capital LLC | 1,234 | $456K | 0.2% | +5.2% | 0.000% | |
10/6/2025 | Strathmore Capital Advisors Inc. | 1,357 | $502K | 0.2% | -3.6% | 0.000% | |
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10/3/2025 | HCR Wealth Advisors | 8,706 | $3.19M | 0.3% | +2.3% | 0.002% | |
10/3/2025 | Aaron Wealth Advisors LLC | 2,333 | $862K | 0.1% | -20.1% | 0.001% | |
10/3/2025 | West Oak Capital LLC | 175 | $65K | 0.0% | -41.7% | 0.000% | |
10/2/2025 | GAMMA Investing LLC | 6,041 | $2.23M | 0.1% | +7.7% | 0.002% | |
10/2/2025 | Bank of New Hampshire | 15,511 | $5.73M | 1.3% | -0.8% | 0.004% | |
10/2/2025 | AHL Investment Management Inc. | 10,900 | $4.03M | 2.8% | -14.3% | 0.003% | |
10/1/2025 | Park National Corp OH | 46,373 | $17.14M | 0.5% | -2.8% | 0.012% | |
10/1/2025 | First Financial Bank Trust Division | 34,556 | $12.77M | 1.1% | -4.1% | 0.009% | |
10/1/2025 | Neville Rodie & Shaw Inc. | 2,591 | $958K | 0.1% | -6.0% | 0.001% | |
10/1/2025 | Hobart Private Capital LLC | 966 | $357K | 0.1% | +51.9% | 0.000% | |
9/26/2025 | Corient Private Wealth LLC | 1,127,559 | $446.10M | 0.6% | +2.6% | 0.295% | |
9/24/2025 | Texas Permanent School Fund Corp | 24,126 | $9.55M | 0.1% | -35.4% | 0.006% | |
9/22/2025 | Caldwell Trust Co | 11,702 | $4.63M | 0.5% | N/A | 0.003% | |
9/12/2025 | Valeo Financial Advisors LLC | 9,572 | $3.79M | 0.1% | +22.7% | 0.003% | |
9/11/2025 | Milestones Private Investment Advisors LLC | 1,544 | $611K | 0.5% | N/A | 0.000% | |
9/9/2025 | NWF Advisory Services Inc. | 1,468 | $581K | 0.1% | +19.3% | 0.000% | |
9/4/2025 | Reynders McVeigh Capital Management LLC | 120,767 | $47.78M | 2.4% | +6.9% | 0.032% | |
9/4/2025 | SevenBridge Financial Group LLC | 1,390 | $524K | 0.1% | +2.5% | 0.000% | |
9/4/2025 | Osaic Holdings Inc. | 86,329 | $33.68M | 0.1% | +34.3% | 0.023% | |
9/3/2025 | American Trust | 9,836 | $3.89M | 0.4% | +2.0% | 0.003% | |
8/29/2025 | Total Investment Management Inc. | 125 | $49K | 0.0% | N/A | 0.000% | |
8/29/2025 | Centaurus Financial Inc. | 1,041 | $412K | 0.0% | +10.0% | 0.000% | |
8/28/2025 | Lavaca Capital LLC | 100 | $40K | 0.0% | N/A | 0.000% | |
8/27/2025 | Orion Porfolio Solutions LLC | 20,156 | $7.97M | 0.1% | +10.1% | 0.005% | |
8/26/2025 | Thrivent Financial for Lutherans | 97,365 | $38.51M | 0.1% | +12.7% | 0.025% | |
8/26/2025 | Claris Financial LLC | 766 | $303K | 0.2% | +4.5% | 0.000% | |
8/26/2025 | MASTERINVEST Kapitalanlage GmbH | 4,855 | $1.92M | 0.2% | N/A | 0.001% | |
8/25/2025 | Hilltop Partners LLC | 743 | $294K | 0.1% | +12.7% | 0.000% | |
8/22/2025 | Stance Capital LLC | 10,467 | $4.14M | 1.6% | N/A | 0.003% | |
8/20/2025 | Kentucky Retirement Systems | 23,195 | $9.18M | 0.3% | -6.2% | 0.006% | |
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8/20/2025 | Kentucky Retirement Systems Insurance Trust Fund | 9,844 | $3.90M | 0.3% | -6.5% | 0.003% | |
8/20/2025 | Monarch Capital Management Inc. | 14,411 | $5.71M | 1.5% | -3.3% | 0.004% | |
8/20/2025 | North Dallas Bank & Trust Co. | 2,451 | $970K | 0.7% | N/A | 0.001% | |
8/20/2025 | Coppell Advisory Solutions LLC | 1,473 | $580K | 0.1% | +5.4% | 0.000% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 15,828 | $6.26M | 0.3% | N/A | 0.004% | |
8/19/2025 | Newbridge Financial Services Group Inc. | 183 | $72K | 0.0% | +26.2% | 0.000% | |
8/19/2025 | Advisory Services Network LLC | 24,621 | $9.67M | 0.2% | +23.5% | 0.006% | |
8/19/2025 | Anchor Investment Management LLC | 9,460 | $3.74M | 0.3% | -3.3% | 0.002% | |
8/19/2025 | Delos Wealth Advisors LLC | 119 | $47K | 0.0% | N/A | 0.000% | |
8/19/2025 | Pitcairn Co. | 9,792 | $3.87M | 0.3% | -5.8% | 0.003% | |
8/18/2025 | Nomura Holdings Inc. | 7,600 | $3.01M | 0.0% | -50.5% | 0.002% | |
8/18/2025 | Geneos Wealth Management Inc. | 23,132 | $9.15M | 0.2% | +50.6% | 0.006% | |
8/18/2025 | Kestra Investment Management LLC | 712 | $282K | 0.0% | +116.4% | 0.000% | |
8/18/2025 | Wellington Capital Management Inc. | 1,092 | $432K | 0.6% | N/A | 0.000% | |
8/18/2025 | Second Line Capital LLC | 542 | $215K | 0.0% | N/A | 0.000% | |
8/18/2025 | National Bank of Canada FI | 352,048 | $139.26M | 0.1% | -5.9% | 0.092% | |
8/16/2025 | Parr Mcknight Wealth Management Group LLC | 6,051 | $2.39M | 0.3% | +12.3% | 0.002% | |
8/16/2025 | Public Sector Pension Investment Board | 230,140 | $91.05M | 0.4% | +16.6% | 0.060% | |
8/16/2025 | FORA Capital LLC | 7,240 | $2.86M | 0.3% | N/A | 0.002% | |
8/16/2025 | Evergreen Capital Management LLC | 4,646 | $1.84M | 0.1% | +12.5% | 0.001% | |
8/15/2025 | MayTech Global Investments LLC | 49,411 | $19.51M | 2.0% | +6.4% | 0.013% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 373,444 | $147.90M | 0.2% | +4.0% | 0.098% | |
8/15/2025 | Nikulski Financial Inc. | 2,027 | $802K | 0.2% | N/A | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 8,486 | $3.36M | 0.1% | -21.0% | 0.002% | |
8/15/2025 | MUFG Securities EMEA plc | 1,016 | $402K | 0.0% | N/A | 0.000% | |
8/15/2025 | Howland Capital Management LLC | 97,379 | $38.61M | 1.6% | +0.3% | 0.025% | |
8/15/2025 | Binnacle Investments Inc | 179 | $71K | 0.0% | +26.1% | 0.000% | |
8/15/2025 | Resources Management Corp CT ADV | 17,190 | $6.80M | 0.9% | -0.8% | 0.004% | |
8/15/2025 | Corient Private Wealth LLC | 2,245,841 | $887.53M | 1.1% | +104.4% | 0.587% | |
8/15/2025 | Equitable Holdings Inc. | 6,617 | $2.62M | 0.0% | +9.4% | 0.002% | |
8/15/2025 | State of Tennessee Department of Treasury | 135,095 | $53.45M | 0.2% | +5.6% | 0.035% | |
8/15/2025 | E Fund Management Co. Ltd. | 1,566 | $620K | 0.0% | -7.4% | 0.000% | |
8/15/2025 | Stonebridge Capital Advisors LLC | 7,169 | $2.84M | 0.2% | -4.6% | 0.002% | |
8/15/2025 | Captrust Financial Advisors | 60,344 | $23.87M | 0.1% | +3.5% | 0.016% | |
8/15/2025 | Blue Chip Partners LLC | 3,645 | $1.44M | 0.1% | -1.7% | 0.001% | |
8/15/2025 | Keel Point LLC | 16,298 | $6.45M | 0.4% | +29.2% | 0.004% | |
8/15/2025 | Alaethes Wealth LLC | 4,807 | $1.91M | 0.6% | +2.9% | 0.001% | |
8/15/2025 | AlpenGlobal Capital LLC | 5,059 | $2.00M | 1.2% | +11.9% | 0.001% | |
8/15/2025 | Montag & Caldwell LLC | 39,887 | $15.75M | 3.4% | +6.9% | 0.010% | |
8/15/2025 | Vident Advisory LLC | 19,024 | $7.53M | 0.1% | +39.2% | 0.005% | |
8/15/2025 | Voleon Capital Management LP | 11,582 | $4.58M | 0.3% | -41.4% | 0.003% | |
8/15/2025 | Voya Financial Advisors Inc. | 715 | $281K | 0.0% | -4.7% | 0.000% | |
8/15/2025 | Two Sigma Securities LLC | 686 | $271K | 0.0% | N/A | 0.000% | |
8/15/2025 | Teza Capital Management LLC | 960 | $380K | 0.3% | -15.5% | 0.000% | |
8/15/2025 | Tidal Investments LLC | 22,117 | $8.75M | 0.1% | +9.6% | 0.006% | |
8/15/2025 | Smartleaf Asset Management LLC | 5,611 | $2.21M | 0.2% | -11.4% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 3,547 | $1.41M | 0.0% | -2.3% | 0.001% | |
8/15/2025 | Sompo Asset Management Co. Ltd. | 2,390 | $946K | 0.2% | +1.3% | 0.001% | |
8/15/2025 | Sone Capital Management LLC | 29,338 | $11.61M | 1.1% | -19.6% | 0.008% | |
8/15/2025 | Royal London Asset Management Ltd. | 345,639 | $136.75M | 0.3% | -1.9% | 0.090% | |
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8/15/2025 | Rafferty Asset Management LLC | 36,359 | $14.39M | 0.0% | +14.3% | 0.010% | |
8/15/2025 | Sandler Capital Management | 5,884 | $2.33M | 0.6% | -64.5% | 0.002% | |
8/15/2025 | Oxford Financial Group LTD. LLC | 1,000 | $396K | 0.0% | -30.0% | 0.000% | |
8/15/2025 | Orion Porfolio Solutions LLC | 20,148 | $7.97M | 0.1% | +10.1% | 0.005% | |
8/15/2025 | MML Investors Services LLC | 47,249 | $18.69M | 0.1% | +5.0% | 0.012% | |
8/15/2025 | Man Group plc | 74,979 | $29.66M | 0.1% | +61.2% | 0.020% | |
8/15/2025 | Meiji Yasuda Asset Management Co Ltd. | 3,398 | $1.34M | 0.1% | -55.7% | 0.001% | |
8/15/2025 | Mendel Capital Management LLC | 4,867 | $1.93M | 1.1% | -1.2% | 0.001% | |
8/15/2025 | Mission Creek Capital Partners Inc. | 3,466 | $1.37M | 0.3% | -28.4% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 3,314 | $1.31M | 0.0% | +6.3% | 0.001% | |