4/24/2024 | Simplicity Wealth LLC | 15,101 | $152K | 0.0% | N/A | 0.001% | |
4/23/2024 | BSW Wealth Partners | 21,257 | $214K | 0.0% | +18.8% | 0.001% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 57,279 | $577K | 0.2% | -3.9% | 0.003% | |
4/19/2024 | Norden Group LLC | 28,994 | $292K | 0.0% | N/A | 0.002% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 184,212 | $1.86M | 0.0% | +2.2% | 0.011% | |
4/16/2024 | Kathmere Capital Management LLC | 27,727 | $279K | 0.0% | +15.1% | 0.002% | |
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4/15/2024 | Janiczek Wealth Management LLC | 75,756 | $763K | 0.2% | +3.1% | 0.005% | |
4/15/2024 | DGS Capital Management LLC | 77,857 | $784K | 0.2% | +4.7% | 0.005% | |
4/11/2024 | Ballentine Partners LLC | 25,061 | $252K | 0.0% | +86.0% | 0.002% | |
4/11/2024 | Shilanski & Associates Inc. | 16,567 | $167K | 0.1% | N/A | 0.001% | |
4/10/2024 | Aprio Wealth Management LLC | 15,953 | $161K | 0.0% | +21.8% | 0.001% | |
3/1/2024 | Goldman Sachs Group Inc. | 1,856,545 | $20.31M | 0.0% | +165.5% | 0.112% | |
2/21/2024 | V Square Quantitative Management LLC | 47,996 | $525K | 0.1% | N/A | 0.003% | |
2/14/2024 | Personal CFO Solutions LLC | 12,424 | $136K | 0.0% | N/A | 0.001% | |
2/14/2024 | AdvisorShares Investments LLC | 48,885 | $535K | 0.1% | N/A | 0.003% | |
2/13/2024 | Pinebridge Investments L.P. | 1,601,608 | $17.52M | 0.2% | +82.7% | 0.096% | |
2/13/2024 | Gabelli Funds LLC | 328,500 | $3.59M | 0.0% | -6.3% | 0.020% | |
2/13/2024 | Crossmark Global Holdings Inc. | 75,406 | $824K | 0.0% | +6.7% | 0.005% | |
2/13/2024 | Tower Research Capital LLC TRC | 4,137 | $45K | 0.0% | -70.5% | 0.000% | |
2/13/2024 | Dorsey Wright & Associates | 201,302 | $2.20M | 0.7% | N/A | 0.012% | |
2/12/2024 | SPX Gestao de Recursos Ltda | 71,852 | $786K | 0.1% | +138.4% | 0.004% | |
2/12/2024 | Banco BTG Pactual S.A. | 566,910 | $6.21M | 0.8% | N/A | 0.034% | |
2/12/2024 | Capstone Investment Advisors LLC | 141,988 | $1.55M | 0.0% | N/A | 0.009% | |
2/12/2024 | Artisan Partners Limited Partnership | 18,168,660 | $198.77M | 0.3% | -35.5% | 1.092% | |
2/12/2024 | Hsbc Holdings PLC | 55,597 | $608K | 0.0% | -34.5% | 0.003% | |
2/9/2024 | Team Hewins LLC | 31,029 | $339K | 0.1% | N/A | 0.002% | |
2/9/2024 | Brandes Investment Partners LP | 1,917,010 | $20.97M | 0.3% | +38.5% | 0.115% | |
2/8/2024 | Robeco Institutional Asset Management B.V. | 9,311,255 | $101.87M | 0.6% | -33.5% | 0.560% | |
2/8/2024 | Quadrant Capital Group LLC | 36,702 | $402K | 0.0% | +11.3% | 0.002% | |
2/7/2024 | Wrapmanager Inc. | 18,206 | $199K | 0.1% | N/A | 0.001% | |
2/6/2024 | M&T Bank Corp | 36,660 | $401K | 0.0% | -4.7% | 0.002% | |
2/6/2024 | Natixis Advisors L.P. | 75,166 | $822K | 0.0% | -1.7% | 0.005% | |
2/6/2024 | First Trust Direct Indexing L.P. | 35,324 | $386K | 0.0% | -36.4% | 0.002% | |
2/2/2024 | Truist Financial Corp | 75,080 | $821K | 0.0% | +6.6% | 0.005% | |
2/1/2024 | Lesa Sroufe & Co | 229,872 | $2.52M | 2.6% | -0.5% | 0.014% | |
2/1/2024 | Signaturefd LLC | 36,873 | $403K | 0.0% | +29.4% | 0.002% | |
1/31/2024 | Federated Hermes Inc. | 1,554,664 | $17.01M | 0.0% | -13.5% | 0.093% | |
1/31/2024 | Waterfront Wealth Inc. | 83,582 | $914K | 0.3% | -56.0% | 0.005% | |
1/31/2024 | Daiwa Securities Group Inc. | 63,000 | $689K | 0.0% | -7.4% | 0.004% | |
1/30/2024 | DGS Capital Management LLC | 74,336 | $813K | 0.3% | +6.5% | 0.004% | |
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1/30/2024 | Investors Research Corp | 85,650 | $937K | 0.2% | -1.4% | 0.005% | |
1/30/2024 | Strs Ohio | 700,000 | $7.66M | 0.0% | +45.8% | 0.042% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 48,434 | $530K | 0.1% | +34.4% | 0.003% | |
1/30/2024 | Sumitomo Mitsui Trust Holdings Inc. | 180,212 | $1.97M | 0.0% | -25.0% | 0.011% | |
1/29/2024 | Simplicity Solutions LLC | 13,639 | $149K | 0.0% | N/A | 0.001% | |
1/29/2024 | Janiczek Wealth Management LLC | 73,464 | $804K | 0.2% | +19.7% | 0.004% | |
1/25/2024 | BSW Wealth Partners | 17,889 | $196K | 0.0% | +6.3% | 0.001% | |
1/25/2024 | Bleakley Financial Group LLC | 13,639 | $149K | 0.0% | N/A | 0.001% | |
1/24/2024 | Mirae Asset Global Investments Co. Ltd. | 30,489 | $334K | 0.0% | -4.2% | 0.002% | |
1/23/2024 | Ballentine Partners LLC | 13,472 | $147K | 0.0% | N/A | 0.001% | |
1/22/2024 | Claro Advisors LLC | 15,235 | $167K | 0.0% | N/A | 0.001% | |
1/19/2024 | Unison Advisors LLC | 137,792 | $1.54M | 0.2% | +2.5% | 0.008% | |
1/18/2024 | Caprock Group LLC | 30,351 | $332K | 0.0% | +84.3% | 0.002% | |
1/18/2024 | Ritholtz Wealth Management | 129,172 | $1.41M | 0.1% | +57.8% | 0.008% | |
1/17/2024 | Schechter Investment Advisors LLC | 38,917 | $426K | 0.0% | -11.4% | 0.002% | |
1/17/2024 | Aprio Wealth Management LLC | 13,100 | $143K | 0.0% | N/A | 0.001% | |
1/16/2024 | Pacer Advisors Inc. | 119,406 | $1.31M | 0.0% | +10.6% | 0.007% | |
1/16/2024 | Raymond James & Associates | 99,935 | $1.09M | 0.0% | -10.4% | 0.006% | |
1/10/2024 | Dfpg Investments LLC | 43,731 | $460K | 0.0% | N/A | 0.003% | |
11/15/2023 | Ariel Investments LLC | 2,546,589 | $21.77M | 0.2% | -25.5% | 0.153% | |
11/14/2023 | Schonfeld Strategic Advisors LLC | 175,300 | $1.50M | 0.0% | N/A | 0.011% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 302,011 | $2.58M | 0.0% | +24.4% | 0.018% | |
11/14/2023 | Profund Advisors LLC | 11,129 | $95K | 0.0% | -26.3% | 0.001% | |
11/13/2023 | Natixis Advisors L.P. | 76,455 | $654K | 0.0% | -27.5% | 0.005% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 166,540 | $1.42M | 0.0% | +11.7% | 0.010% | |
11/13/2023 | Federated Hermes Inc. | 1,797,475 | $15.37M | 0.0% | -38.5% | 0.108% | |
11/13/2023 | Brandes Investment Partners LP | 1,384,216 | $11.84M | 0.2% | -14.0% | 0.083% | |
11/13/2023 | Acadian Asset Management LLC | 13,460 | $115K | 0.0% | N/A | 0.001% | |
11/13/2023 | Hsbc Holdings PLC | 84,929 | $726K | 0.0% | +3.2% | 0.005% | |
11/13/2023 | River Road Asset Management LLC | 43,147 | $369K | 0.0% | N/A | 0.003% | |
11/13/2023 | Envestnet Asset Management Inc. | 406,875 | $3.48M | 0.0% | +23.2% | 0.024% | |
11/9/2023 | UBS Group AG | 348,528 | $2.98M | 0.0% | +0.9% | 0.021% | |
11/9/2023 | Artisan Partners Limited Partnership | 28,169,022 | $240.85M | 0.4% | -0.7% | 1.693% | |
11/8/2023 | Campbell & CO Investment Adviser LLC | 11,215 | $96K | 0.0% | N/A | 0.001% | |
11/8/2023 | Beverly Hills Private Wealth LLC | 36,046 | $308K | 0.1% | -51.0% | 0.002% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 59,977 | $513K | 0.0% | +23.9% | 0.004% | |
11/8/2023 | Gabelli Funds LLC | 350,500 | $3.00M | 0.0% | -1.1% | 0.021% | |
11/8/2023 | Oppenheimer Asset Management Inc. | 16,154 | $138K | 0.0% | -31.5% | 0.001% | |
11/7/2023 | Quantbot Technologies LP | 30,778 | $263K | 0.0% | N/A | 0.002% | |
11/7/2023 | Fox Run Management L.L.C. | 31,008 | $265K | 0.1% | N/A | 0.002% | |
11/6/2023 | Schechter Investment Advisors LLC | 43,920 | $376K | 0.0% | -29.5% | 0.003% | |
11/6/2023 | Euro Pacific Asset Management LLC | 12,257 | $108K | 0.0% | +10.0% | 0.001% | |
11/4/2023 | Signaturefd LLC | 28,494 | $244K | 0.0% | +35.8% | 0.002% | |
11/2/2023 | M&T Bank Corp | 38,466 | $329K | 0.0% | -23.9% | 0.002% | |
11/1/2023 | Investors Research Corp | 86,850 | $743K | 0.2% | -3.4% | 0.005% | |
10/30/2023 | First Trust Direct Indexing L.P. | 55,574 | $475K | 0.1% | -2.2% | 0.003% | |
10/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 240,304 | $2.06M | 0.0% | -9.3% | 0.014% | |
10/26/2023 | Mirae Asset Global Investments Co. Ltd. | 31,835 | $272K | 0.0% | -20.6% | 0.002% | |
10/24/2023 | Bank of New York Mellon Corp | 12,017 | $103K | 0.0% | -24.8% | 0.001% | |
10/24/2023 | Raymond James & Associates | 111,511 | $953K | 0.0% | -22.6% | 0.007% | |
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10/24/2023 | Robeco Institutional Asset Management B.V. | 13,992,613 | $119.64M | 0.3% | +3.5% | 0.841% | |
10/23/2023 | SVB Wealth LLC | 17,531 | $150K | 0.0% | N/A | 0.001% | |
10/19/2023 | Lesa Sroufe & Co | 231,111 | $1.98M | 2.1% | -1.2% | 0.014% | |
10/18/2023 | Caprock Group LLC | 16,464 | $141K | 0.0% | -8.7% | 0.001% | |
10/17/2023 | DAVENPORT & Co LLC | 14,608 | $125K | 0.0% | -17.7% | 0.001% | |
10/13/2023 | Janiczek Wealth Management LLC | 61,375 | $525K | 0.1% | +21.0% | 0.004% | |
10/13/2023 | Ritholtz Wealth Management | 81,841 | $700K | 0.0% | +283.3% | 0.005% | |
10/11/2023 | Kathmere Capital Management LLC | 22,872 | $196K | 0.0% | +27.4% | 0.001% | |
10/5/2023 | Unison Advisors LLC | 134,492 | $1.18M | 0.1% | +2.3% | 0.008% | |
9/21/2023 | Barclays PLC | 1,724,400 | $15.74M | 0.0% | +230.1% | 0.104% | |