4/30/2025 | Telos Capital Management Inc. | 47,545 | $6.72M | 0.7% | N/A | 0.016% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 713 | $101K | 0.0% | N/A | 0.000% | |
4/30/2025 | Alps Advisors Inc. | 28,296 | $4.00M | 0.0% | +4.1% | 0.009% | |
4/30/2025 | Leavell Investment Management Inc. | 20,247 | $2.86M | 0.1% | +0.9% | 0.007% | |
4/30/2025 | Quotient Wealth Partners LLC | 2,249 | $318K | 0.0% | N/A | 0.001% | |
4/30/2025 | Nisa Investment Advisors LLC | 57,242 | $8.09M | 0.0% | -37.6% | 0.019% | |
4/30/2025 | Banque Pictet & Cie SA | 28,443 | $4.02M | 0.0% | -4.7% | 0.010% | |
4/30/2025 | LBP AM SA | 28,704 | $4.06M | 0.1% | -22.5% | 0.010% | |
4/30/2025 | Axxcess Wealth Management LLC | 3,816 | $539K | 0.0% | +68.9% | 0.001% | |
4/30/2025 | New Mexico Educational Retirement Board | 13,950 | $1.97M | 0.1% | -3.5% | 0.005% | |
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4/30/2025 | Greenleaf Trust | 10,077 | $1.42M | 0.0% | +4.9% | 0.003% | |
4/30/2025 | Flossbach Von Storch SE | 1,915 | $271K | 0.0% | N/A | 0.001% | |
4/30/2025 | Personal CFO Solutions LLC | 2,056 | $291K | 0.1% | -12.6% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 4,445 | $628K | 0.0% | +19.2% | 0.001% | |
4/30/2025 | Stratos Wealth Partners LTD. | 1,830 | $259K | 0.0% | -31.2% | 0.001% | |
4/30/2025 | M&T Bank Corp | 33,580 | $4.75M | 0.0% | -2.0% | 0.011% | |
4/30/2025 | Brown Advisory Inc. | 17,446 | $2.47M | 0.0% | -5.1% | 0.006% | |
4/30/2025 | ARGA Investment Management LP | 11,931 | $1.69M | 0.1% | -13.0% | 0.004% | |
4/30/2025 | Ninety One UK Ltd | 764,281 | $108.01M | 0.3% | -8.2% | 0.256% | |
4/30/2025 | Ninety One North America Inc. | 101,102 | $14.29M | 1.0% | -1.4% | 0.034% | |
4/30/2025 | Beverly Hills Private Wealth LLC | 10,690 | $1.51M | 0.3% | -3.7% | 0.004% | |
4/30/2025 | Crossmark Global Holdings Inc. | 81,161 | $11.47M | 0.2% | +0.3% | 0.027% | |
4/29/2025 | Security National Bank of SO Dak | 10,815 | $1.53M | 0.9% | +1.0% | 0.004% | |
4/29/2025 | Financial Counselors Inc. | 165,572 | $23.40M | 0.4% | +4.3% | 0.055% | |
4/29/2025 | Callan Capital LLC | 2,180 | $308K | 0.0% | +5.3% | 0.001% | |
4/29/2025 | TD Private Client Wealth LLC | 1,990 | $281K | 0.0% | -16.5% | 0.001% | |
4/29/2025 | Envestnet Asset Management Inc. | 1,303,733 | $184.24M | 0.1% | +6.6% | 0.437% | |
4/29/2025 | Financiere des Professionnels Fonds d investissement inc. | 34,726 | $4.91M | 0.3% | -2.1% | 0.012% | |
4/29/2025 | Minneapolis Portfolio Management Group LLC | 114,246 | $16.15M | 2.2% | +0.6% | 0.038% | |
4/29/2025 | Compass Wealth Management LLC | 36,811 | $5.20M | 1.3% | +14.3% | 0.012% | |
4/29/2025 | Core Alternative Capital | 26,662 | $3.77M | 0.9% | -4.1% | 0.009% | |
4/29/2025 | Concurrent Investment Advisors LLC | 2,031 | $287K | 0.0% | +9.6% | 0.001% | |
4/29/2025 | Bank of New York Mellon Corp | 3,396,994 | $480.06M | 0.1% | -9.4% | 1.139% | |
4/29/2025 | Wayfinding Financial LLC | 1,251 | $176K | 0.1% | -14.5% | 0.000% | |
4/29/2025 | Impax Asset Management Group plc | 1,942,320 | $273.75M | 1.6% | -38.7% | 0.651% | |
4/29/2025 | Kintegral Advisory LLC | 17,926 | $2.53M | 0.4% | -32.9% | 0.006% | |
4/29/2025 | OneDigital Investment Advisors LLC | 6,985 | $987K | 0.0% | -8.7% | 0.002% | |
4/29/2025 | Calamos Advisors LLC | 69,897 | $9.88M | 0.0% | +1.0% | 0.023% | |
4/29/2025 | Conning Inc. | 1,963 | $277K | 0.0% | -3.5% | 0.001% | |
4/29/2025 | Goelzer Investment Management Inc. | 60,036 | $8.48M | 0.5% | -0.9% | 0.020% | |
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4/29/2025 | Checchi Capital Advisers LLC | 2,511 | $355K | 0.0% | -6.9% | 0.001% | |
4/28/2025 | North Capital Inc. | 328 | $46K | 0.0% | N/A | 0.000% | |
4/28/2025 | Principal Financial Group Inc. | 324,941 | $45.92M | 0.0% | -0.5% | 0.109% | |
4/28/2025 | Resonant Capital Advisors LLC | 6,295 | $890K | 0.1% | +12.2% | 0.002% | |
4/28/2025 | Teacher Retirement System of Texas | 206,835 | $29.23M | 0.1% | -54.2% | 0.069% | |
4/28/2025 | Glassy Mountain Advisors Inc. | 18,860 | $2.67M | 0.9% | N/A | 0.006% | |
4/28/2025 | Aaron Wealth Advisors LLC | 2,912 | $411K | 0.0% | -5.8% | 0.001% | |
4/28/2025 | Keybank National Association OH | 7,788 | $1.10M | 0.0% | +8.5% | 0.003% | |
4/28/2025 | Rossby Financial LCC | 943 | $136K | 0.1% | N/A | 0.000% | |
4/28/2025 | DAVENPORT & Co LLC | 614,444 | $86.96M | 0.5% | -0.1% | 0.206% | |
4/28/2025 | Summit Trail Advisors LLC | 3,481 | $492K | 0.0% | -15.8% | 0.001% | |
4/28/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 36,241 | $5.12M | 0.1% | +1.4% | 0.012% | |
4/28/2025 | Vontobel Holding Ltd. | 36,784 | $5.20M | 0.0% | +5.1% | 0.012% | |
4/25/2025 | Mather Group LLC. | 5,007 | $708K | 0.0% | -2.3% | 0.002% | |
4/25/2025 | Alta Advisers Ltd | 1,488 | $210K | 0.1% | N/A | 0.000% | |
4/25/2025 | WASHINGTON TRUST Co | 47,029 | $6.65M | 0.3% | +0.3% | 0.016% | |
4/25/2025 | New York State Teachers Retirement System | 253,982 | $35.89M | 0.1% | -3.3% | 0.085% | |
4/25/2025 | Amalgamated Bank | 42,154 | $5.96M | 0.1% | +1.1% | 0.014% | |
4/25/2025 | Essex Financial Services Inc. | 2,134 | $302K | 0.0% | -4.1% | 0.001% | |
4/25/2025 | KBC Group NV | 66,525 | $9.40M | 0.0% | -3.8% | 0.022% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 752,942 | $106.41M | 0.1% | -0.1% | 0.252% | |
4/24/2025 | Patron Partners LLC | 1,588 | $224K | 0.1% | N/A | 0.001% | |
4/24/2025 | Confluence Wealth Services Inc. | 1,602 | $218K | 0.0% | -8.6% | 0.001% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 90,612 | $12.75M | 0.0% | +4.3% | 0.030% | |
4/24/2025 | BSW Wealth Partners | 3,193 | $451K | 0.1% | N/A | 0.001% | |
4/24/2025 | Schwartz Investment Counsel Inc. | 7,300 | $1.03M | 0.0% | -59.6% | 0.002% | |
4/24/2025 | 3Chopt Investment Partners LLC | 1,762 | $249K | 0.1% | N/A | 0.001% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 38,108 | $5.42M | 0.0% | -10.5% | 0.013% | |
4/24/2025 | Waverton Investment Management Ltd | 1,587,215 | $224.39M | 3.5% | +7.4% | 0.532% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 488 | $69K | 0.0% | +650.8% | 0.000% | |
4/24/2025 | Illinois Municipal Retirement Fund | 55,016 | $7.78M | 0.1% | +196.5% | 0.018% | |
4/24/2025 | Transcend Capital Advisors LLC | 17,391 | $2.46M | 0.2% | -25.2% | 0.006% | |
4/24/2025 | Trust Co. of Vermont | 2,406 | $340K | 0.0% | -4.0% | 0.001% | |
4/24/2025 | CNB Bank | 5,435 | $768K | 0.4% | +11.9% | 0.002% | |
4/23/2025 | Sequoia Financial Advisors LLC | 6,860 | $969K | 0.0% | -6.4% | 0.002% | |
4/23/2025 | Robeco Institutional Asset Management B.V. | 139,758 | $19.75M | 0.0% | +0.5% | 0.047% | |
4/23/2025 | Golden State Wealth Management LLC | 1,849 | $262K | 0.0% | +508.2% | 0.001% | |
4/23/2025 | Bessemer Group Inc. | 449,281 | $63.49M | 0.1% | -6.1% | 0.151% | |
4/23/2025 | Spire Wealth Management | 933 | $132K | 0.0% | +10.8% | 0.000% | |
4/23/2025 | Field & Main Bank | 1,085 | $153K | 0.1% | +10.2% | 0.000% | |
4/23/2025 | Moran Wealth Management LLC | 50,526 | $7.14M | 0.2% | N/A | 0.017% | |
4/23/2025 | Chevy Chase Trust Holdings LLC | 156,833 | $22.16M | 0.1% | -0.3% | 0.053% | |
4/23/2025 | Asset Management One Co. Ltd. | 128,149 | $18.11M | 0.1% | +5.2% | 0.043% | |
4/23/2025 | GHP Investment Advisors Inc. | 817 | $115K | 0.0% | -9.5% | 0.000% | |
4/23/2025 | Goelzer Investment Management Inc. | 60,081 | $8.59M | 0.5% | -0.8% | 0.020% | |
4/23/2025 | Oppenheimer & Co. Inc. | 13,736 | $1.94M | 0.0% | +181.0% | 0.005% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 69,383 | $9.81M | 0.1% | +5.1% | 0.023% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 17,540 | $2.48M | 0.0% | +1.1% | 0.006% | |
4/22/2025 | Paradiem LLC | 96,881 | $13.69M | 3.8% | N/A | 0.032% | |
4/22/2025 | Manning & Napier Advisors LLC | 31,055 | $4.39M | 0.1% | -2.5% | 0.010% | |
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4/22/2025 | Guyasuta Investment Advisors Inc. | 293,141 | $41.43M | 2.7% | +1.7% | 0.098% | |
4/22/2025 | Bright Futures Wealth Management LLC. | 1,998 | $257K | 0.3% | -4.9% | 0.001% | |
4/22/2025 | Matrix Asset Advisors Inc. NY | 88,985 | $12.58M | 1.4% | -4.0% | 0.030% | |
4/22/2025 | GAM Holding AG | 53,675 | $7.59M | 0.6% | -11.6% | 0.018% | |
4/22/2025 | Stonegate Investment Group LLC | 6,874 | $971K | 0.0% | +61.4% | 0.002% | |
4/22/2025 | Appleton Partners Inc. MA | 16,091 | $2.27M | 0.2% | +2.1% | 0.005% | |
4/21/2025 | Riverwater Partners LLC | 2,462 | $348K | 0.2% | -7.7% | 0.001% | |
4/21/2025 | Retirement Systems of Alabama | 64,113 | $9.06M | 0.0% | -1.0% | 0.021% | |
4/21/2025 | Walter & Keenan Wealth Management LLC IN ADV | 1,829 | $258K | 0.1% | +7.5% | 0.001% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 39,473 | $5.58M | 0.0% | -29.5% | 0.013% | |