8/1/2025 | SYM FINANCIAL Corp | 20,094 | $311K | 0.0% | +10.4% | 0.001% | |
8/1/2025 | Envestnet Asset Management Inc. | 879,874 | $13.60M | 0.0% | -1.3% | 0.028% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 57,613 | $891K | 0.0% | +3.9% | 0.002% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 10,225 | $158K | 0.0% | N/A | 0.000% | |
7/31/2025 | Carrera Capital Advisors | 139,145 | $2.15M | 0.4% | N/A | 0.004% | |
7/30/2025 | Bleakley Financial Group LLC | 359,366 | $5.56M | 0.1% | +10.0% | 0.011% | |
7/30/2025 | Forum Financial Management LP | 91,934 | $1.42M | 0.0% | -19.6% | 0.003% | |
7/30/2025 | Ethic Inc. | 267,456 | $4.04M | 0.1% | +21.8% | 0.008% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 164,785 | $2.55M | 0.6% | -11.2% | 0.005% | |
7/30/2025 | Jackson Thornton Wealth Management LLC | 12,779 | $192K | 0.0% | +7.8% | 0.000% | |
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7/30/2025 | Probity Advisors Inc. | 41,328 | $639K | 0.1% | +6.1% | 0.001% | |
7/29/2025 | FLC Capital Advisors | 11,372 | $176K | 0.0% | N/A | 0.000% | |
7/29/2025 | Beverly Hills Private Wealth LLC | 22,704 | $351K | 0.1% | -8.4% | 0.001% | |
7/29/2025 | Arista Wealth Management LLC | 10,961 | $169K | 0.0% | N/A | 0.000% | |
7/29/2025 | Angeles Wealth Management LLC | 12,950 | $200K | 0.0% | N/A | 0.000% | |
7/28/2025 | Bayforest Capital Ltd | 16,005 | $247K | 0.1% | N/A | 0.001% | |
7/28/2025 | Sagespring Wealth Partners LLC | 13,758 | $213K | 0.0% | +26.5% | 0.000% | |
7/28/2025 | Naviter Wealth LLC | 46,560 | $723K | 0.1% | +327.7% | 0.001% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 15,112 | $234K | 0.0% | +29.1% | 0.000% | |
7/25/2025 | Sequoia Financial Advisors LLC | 98,050 | $1.52M | 0.0% | +51.8% | 0.003% | |
7/25/2025 | Yousif Capital Management LLC | 32,394 | $501K | 0.0% | +8.5% | 0.001% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 22,088 | $341K | 0.0% | +3.3% | 0.001% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 202,312 | $3.13M | 0.0% | +29.4% | 0.006% | |
7/25/2025 | Natural Investments LLC | 12,563 | $194K | 0.1% | N/A | 0.000% | |
7/24/2025 | Lester Murray Antman dba SimplyRich | 32,520 | $502K | 0.1% | -6.2% | 0.001% | |
7/24/2025 | PDS Planning Inc | 17,885 | $277K | 0.0% | -9.8% | 0.001% | |
7/24/2025 | Blue Trust Inc. | 14,108 | $218K | 0.0% | +45.1% | 0.000% | |
7/24/2025 | Callan Family Office LLC | 47,762 | $738K | 0.0% | N/A | 0.002% | |
7/24/2025 | US Bancorp DE | 112,474 | $1.74M | 0.0% | +6.1% | 0.004% | |
7/22/2025 | Valeo Financial Advisors LLC | 11,741 | $182K | 0.0% | N/A | 0.000% | |
7/22/2025 | Highland Capital Management LLC | 61,250 | $947K | 0.1% | -2.6% | 0.002% | |
7/21/2025 | QRG Capital Management Inc. | 432,654 | $6.69M | 0.1% | +11.8% | 0.014% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 28,361 | $438K | 0.0% | +105.4% | 0.001% | |
7/18/2025 | Gold Investment Management Ltd. | 100,048 | $1.54M | 0.6% | +2.6% | 0.003% | |
7/18/2025 | Truist Financial Corp | 65,137 | $1.01M | 0.0% | -2.3% | 0.002% | |
7/17/2025 | HB Wealth Management LLC | 12,899 | $199K | 0.0% | N/A | 0.000% | |
7/17/2025 | Clean Yield Group | 275,016 | $4.25M | 1.3% | -4.0% | 0.009% | |
7/17/2025 | Sage Rhino Capital LLC | 12,604 | $195K | 0.0% | +7.9% | 0.000% | |
7/16/2025 | Signaturefd LLC | 79,631 | $1.23M | 0.0% | +17.8% | 0.003% | |
7/15/2025 | Ballentine Partners LLC | 48,034 | $743K | 0.0% | +25.2% | 0.002% | |
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7/14/2025 | GAMMA Investing LLC | 9,054 | $140K | 0.0% | +28.6% | 0.000% | |
7/14/2025 | U.S. Capital Wealth Advisors LLC | 11,927 | $184K | 0.0% | N/A | 0.000% | |
7/14/2025 | Park Avenue Securities LLC | 34,363 | $531K | 0.0% | +8.0% | 0.001% | |
7/11/2025 | Farther Finance Advisors LLC | 5,623 | $87K | 0.0% | +21.7% | 0.000% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 67,649 | $1.04M | 0.0% | +1.8% | 0.002% | |
7/9/2025 | Sivia Capital Partners LLC | 22,734 | $351K | 0.1% | N/A | 0.001% | |
7/9/2025 | Intelligence Driven Advisers LLC | 14,535 | $225K | 0.0% | +7.2% | 0.000% | |
7/9/2025 | Aaron Wealth Advisors LLC | 31,267 | $483K | 0.0% | +28.1% | 0.001% | |
7/8/2025 | Gallacher Capital Management LLC | 22,000 | $340K | 0.2% | +12.9% | 0.001% | |
7/8/2025 | Parallel Advisors LLC | 24,338 | $376K | 0.0% | +22.6% | 0.001% | |
5/29/2025 | Rhumbline Advisers | 70,632 | $1.05M | 0.0% | -5.2% | 0.002% | |
5/20/2025 | Belpointe Asset Management LLC | 12,871 | $191K | 0.0% | N/A | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 12,871 | $191K | 0.0% | N/A | 0.000% | |
5/20/2025 | Focus Partners Wealth | 82,738 | $1.23M | 0.0% | +4.1% | 0.003% | |
5/16/2025 | Goldman Sachs Group Inc. | 5,320,793 | $79.12M | 0.0% | +15.0% | 0.167% | |
5/16/2025 | AQR Capital Management LLC | 195,740 | $2.91M | 0.0% | +43.6% | 0.006% | |
5/16/2025 | Advisors Asset Management Inc. | 47,263 | $703K | 0.0% | +19.9% | 0.001% | |
5/16/2025 | American Trust Investment Advisors LLC | 53,655 | $798K | 0.3% | +17.5% | 0.002% | |
5/16/2025 | Adage Capital Partners GP L.L.C. | 3,433,023 | $51.05M | 0.1% | N/A | 0.108% | |
5/15/2025 | Royal Bank of Canada | 441,054 | $6.56M | 0.0% | +11.0% | 0.014% | |
5/15/2025 | Graham Capital Management L.P. | 158,760 | $2.36M | 0.0% | N/A | 0.005% | |
5/15/2025 | Nomura Holdings Inc. | 22,700 | $338K | 0.0% | N/A | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 18,583 | $276K | 0.0% | N/A | 0.001% | |
5/15/2025 | Vident Advisory LLC | 20,732 | $308K | 0.0% | +52.4% | 0.001% | |
5/15/2025 | Evergreen Capital Management LLC | 31,003 | $461K | 0.0% | -17.1% | 0.001% | |
5/14/2025 | Ieq Capital LLC | 22,222 | $330K | 0.0% | +4.6% | 0.001% | |
5/14/2025 | ICONIQ Capital LLC | 49,627 | $738K | 0.0% | +19.3% | 0.002% | |
5/14/2025 | Compound Planning Inc. | 43,670 | $649K | 0.0% | +54.7% | 0.001% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 20,140 | $299K | 0.0% | +29.5% | 0.001% | |
5/14/2025 | Capital Fund Management S.A. | 39,946 | $594K | 0.0% | N/A | 0.001% | |
5/14/2025 | Cornerstone Select Advisors LLC | 11,485 | $171K | 0.2% | -9.0% | 0.000% | |
5/13/2025 | Northern Trust Corp | 1,639,913 | $24.39M | 0.0% | -12.5% | 0.052% | |
5/13/2025 | Brooklyn Investment Group | 12,176 | $181K | 0.0% | +890.7% | 0.000% | |
5/13/2025 | Corient IA LLC | 40,000 | $595K | 0.4% | N/A | 0.001% | |
5/13/2025 | American Century Companies Inc. | 316,208 | $4.70M | 0.0% | +5.0% | 0.010% | |
5/13/2025 | Ethic Inc. | 219,535 | $3.27M | 0.1% | -32.7% | 0.007% | |
5/13/2025 | Boston Partners | 132,107 | $1.96M | 0.0% | +91.2% | 0.004% | |
5/13/2025 | Caitong International Asset Management Co. Ltd | 8,398 | $125K | 0.1% | N/A | 0.000% | |
5/13/2025 | Russell Investments Group Ltd. | 64,463 | $959K | 0.0% | +42.2% | 0.002% | |
5/13/2025 | HighTower Advisors LLC | 87,745 | $1.31M | 0.0% | -29.5% | 0.003% | |
5/12/2025 | Entropy Technologies LP | 10,483 | $156K | 0.0% | N/A | 0.000% | |
5/12/2025 | Invesco Ltd. | 49,947 | $743K | 0.0% | N/A | 0.002% | |
5/12/2025 | XY Capital Ltd | 95,830 | $1.43M | 0.4% | -41.1% | 0.003% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 311,216 | $4.63M | 0.0% | +22.7% | 0.010% | |
5/9/2025 | Lester Murray Antman dba SimplyRich | 34,671 | $515K | 0.1% | +76.2% | 0.001% | |
5/9/2025 | ABC Arbitrage SA | 335,855 | $4.99M | 0.9% | N/A | 0.011% | |
5/9/2025 | Probity Advisors Inc. | 38,951 | $579K | 0.1% | -10.0% | 0.001% | |
5/9/2025 | Blair William & Co. IL | 10,623 | $158K | 0.0% | -12.9% | 0.000% | |
5/8/2025 | Jefferies Financial Group Inc. | 13,391 | $199K | 0.0% | N/A | 0.000% | |
5/8/2025 | US Bancorp DE | 106,037 | $1.58M | 0.0% | -14.7% | 0.003% | |
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5/8/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 13,811 | $205K | 0.0% | N/A | 0.000% | |
5/8/2025 | Natixis Advisors LLC | 420,278 | $6.25M | 0.0% | -12.2% | 0.013% | |
5/8/2025 | Federated Hermes Inc. | 541,919 | $8.06M | 0.0% | +24.6% | 0.017% | |
5/7/2025 | LPL Financial LLC | 201,433 | $3.00M | 0.0% | +7.9% | 0.006% | |
5/6/2025 | Cetera Investment Advisers | 75,237 | $1.12M | 0.0% | +26.9% | 0.002% | |
5/6/2025 | Avantax Advisory Services Inc. | 114,298 | $1.70M | 0.0% | +941.6% | 0.004% | |
5/6/2025 | SYM FINANCIAL Corp | 18,203 | $271K | 0.0% | +72.0% | 0.001% | |
5/6/2025 | Choreo LLC | 21,262 | $316K | 0.0% | +6.1% | 0.001% | |
5/5/2025 | Gallacher Capital Management LLC | 19,493 | $290K | 0.1% | +10.5% | 0.001% | |
5/5/2025 | Heritage Investors Management Corp | 103,379 | $1.54M | 0.1% | -3.0% | 0.003% | |