7/16/2025 | Signaturefd LLC | 3,215 | $175K | 0.0% | N/A | 0.066% | |
7/16/2025 | CX Institutional | 2,292 | $125K | 0.0% | -13.5% | 0.047% | |
7/14/2025 | Cobblestone Asset Management LLC | 11,087 | $604K | 0.3% | N/A | 0.229% | |
7/11/2025 | CX Institutional | 2,292 | $125K | 0.0% | -13.5% | 0.047% | |
7/2/2025 | Marotta Asset Management | 178,406 | $9.72M | 1.9% | +7.7% | 3.604% | |
5/29/2025 | Rhumbline Advisers | 4,478 | $209K | 0.0% | +139.7% | 0.089% | |
5/19/2025 | Jane Street Group LLC | 87,538 | $4.09M | 0.0% | -66.6% | 1.733% | |
5/15/2025 | Royal Bank of Canada | 15,933 | $746K | 0.0% | +47.2% | 0.316% | |
5/13/2025 | Cresset Asset Management LLC | 6,322 | $295K | 0.0% | N/A | 0.125% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 23,517 | $1.10M | 0.0% | N/A | 0.466% | |
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5/13/2025 | HighTower Advisors LLC | 57,555 | $2.69M | 0.0% | -26.2% | 1.140% | |
5/8/2025 | Ackerman Asset Management LLC | 4,470 | $209K | 0.2% | N/A | 0.089% | |
5/7/2025 | Foundations Investment Advisors LLC | 10,484 | $490K | 0.0% | N/A | 0.208% | |
5/6/2025 | Cetera Investment Advisers | 15,735 | $735K | 0.0% | N/A | 0.312% | |
5/6/2025 | Mount Lucas Management LP | 2,370 | $111K | 0.0% | N/A | 0.047% | |
5/1/2025 | CWM LLC | 1,064 | $50K | 0.0% | +1,734.5% | 0.021% | |
4/29/2025 | Envestnet Asset Management Inc. | 23,638 | $1.11M | 0.0% | +25.5% | 0.468% | |
4/29/2025 | Bank of New York Mellon Corp | 4,567 | $213K | 0.0% | -25.1% | 0.090% | |
4/25/2025 | WestEnd Advisors LLC | 2,068 | $97K | 0.0% | +158.5% | 0.040% | |
4/24/2025 | Sunbelt Securities Inc. | 5,386 | $252K | 0.0% | N/A | 0.105% | |
4/22/2025 | Innealta Capital LLC | 26,661 | $1.25M | 0.7% | +36.6% | 0.518% | |
4/21/2025 | Osborne Partners Capital Management LLC | 525,522 | $24.56M | 1.4% | +0.3% | 10.204% | |
4/15/2025 | CX Institutional | 2,651 | $124K | 0.0% | N/A | 0.051% | |
4/8/2025 | Rhumbline Advisers | 4,478 | $209K | 0.0% | +139.7% | 0.087% | |
4/2/2025 | Marotta Asset Management | 165,726 | $8.43M | 1.7% | -8.1% | 3.218% | |
2/17/2025 | Main Management ETF Advisors LLC | 230,640 | $10.26M | 0.5% | +0.6% | 4.046% | |
2/17/2025 | Centiva Capital LP | 11,200 | $498K | 0.0% | +6.7% | 0.196% | |
2/17/2025 | Citadel Advisors LLC | 41,339 | $1.84M | 0.0% | +22.6% | 0.725% | |
2/17/2025 | Bank of America Corp DE | 22,768 | $1.01M | 0.0% | +183.4% | 0.399% | |
2/14/2025 | Jane Street Group LLC | 262,051 | $11.66M | 0.0% | +30.1% | 4.597% | |
2/14/2025 | Integrated Wealth Concepts LLC | 4,555 | $203K | 0.0% | -8.4% | 0.080% | |
2/14/2025 | Hsbc Holdings PLC | 7,322 | $326K | 0.0% | -6.7% | 0.128% | |
2/13/2025 | Zacks Investment Management | 22,428 | $998K | 0.0% | -54.5% | 0.393% | |
2/13/2025 | Dai ichi Life Holdings Inc. | 23,500 | $1.06M | 1.2% | +2.2% | 0.412% | |
2/13/2025 | Envestnet Asset Management Inc. | 18,840 | $838K | 0.0% | -9.2% | 0.331% | |
2/13/2025 | Wells Fargo & Company MN | 43,784 | $1.95M | 0.0% | +84.8% | 0.768% | |
2/11/2025 | LPL Financial LLC | 14,095 | $627K | 0.0% | -29.0% | 0.247% | |
2/7/2025 | Idaho Trust Bank | 15,478 | $689K | 0.3% | -20.0% | 0.272% | |
2/7/2025 | HighTower Advisors LLC | 78,036 | $3.47M | 0.0% | +0.3% | 1.369% | |
2/7/2025 | Wealthfront Advisers LLC | 8,478 | $377K | 0.0% | N/A | 0.149% | |
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2/4/2025 | Bank of New York Mellon Corp | 6,096 | $271K | 0.0% | N/A | 0.107% | |
1/31/2025 | Global Retirement Partners LLC | 929 | $41K | 0.0% | -49.8% | 0.016% | |
1/31/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 38,477 | $1.86M | 0.1% | +60.0% | 0.675% | |
1/31/2025 | Sanctuary Advisors LLC | 5,837 | $272K | 0.0% | N/A | 0.102% | |
1/30/2025 | Rhumbline Advisers | 1,868 | $83K | 0.0% | -29.2% | 0.033% | |
1/30/2025 | Pictet North America Advisors SA | 81,844 | $3.64M | 0.3% | N/A | 1.436% | |
1/30/2025 | Vontobel Holding Ltd. | 8,624 | $384K | 0.0% | +3.0% | 0.151% | |
1/29/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 38,477 | $1.86M | 0.1% | +60.0% | 0.675% | |
1/29/2025 | Capital Wealth Alliance LLC | 5,706 | $254K | 0.1% | N/A | 0.100% | |
1/24/2025 | Osborne Partners Capital Management LLC | 524,130 | $23.32M | 1.3% | +2.4% | 9.195% | |
1/22/2025 | Nilsine Partners LLC | 38,348 | $1.71M | 0.2% | +13.9% | 0.673% | |
1/21/2025 | Cyndeo Wealth Partners LLC | 6,009 | $267K | 0.0% | -9.7% | 0.105% | |
1/10/2025 | Marotta Asset Management | 180,257 | $8.00M | 1.7% | +8.8% | 3.162% | |
11/15/2024 | MML Investors Services LLC | 22,483 | $1.14M | 0.0% | -4.2% | 0.394% | |
11/15/2024 | Main Management LLC | 1,379 | $70K | 0.0% | +103.1% | 0.024% | |
11/15/2024 | Main Management ETF Advisors LLC | 229,245 | $11.66M | 0.6% | +86.5% | 4.022% | |
11/15/2024 | Zacks Investment Management | 49,345 | $2.51M | 0.0% | -2.2% | 0.866% | |
11/15/2024 | Jane Street Group LLC | 201,370 | $10.24M | 0.0% | +62.4% | 3.533% | |
11/15/2024 | HighTower Advisors LLC | 77,769 | $3.96M | 0.0% | -1.4% | 1.364% | |
11/15/2024 | Centiva Capital LP | 10,499 | $534K | 0.0% | N/A | 0.184% | |
11/13/2024 | Dai ichi Life Holdings Inc. | 23,000 | $1.17M | 1.4% | N/A | 0.404% | |
11/6/2024 | Mount Lucas Management LP | 14,951 | $760K | 0.3% | +7.0% | 0.262% | |
10/29/2024 | Innealta Capital LLC | 47,617 | $2.42M | 1.0% | -39.3% | 0.835% | |
10/23/2024 | Osborne Partners Capital Management LLC | 511,618 | $26.02M | 1.5% | +0.8% | 8.976% | |
10/21/2024 | Foundations Investment Advisors LLC | 12,386 | $630K | 0.0% | -30.7% | 0.217% | |
10/19/2024 | Cyndeo Wealth Partners LLC | 6,654 | $338K | 0.0% | -9.6% | 0.117% | |
10/17/2024 | Onyx Bridge Wealth Group LLC | 22,853 | $1.16M | 0.2% | N/A | 0.401% | |
10/11/2024 | CX Institutional | 226,933 | $11.54M | 0.5% | -24.1% | 3.981% | |
10/8/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 24,055 | $1.22M | 0.1% | N/A | 0.422% | |
10/3/2024 | Marotta Asset Management | 165,726 | $8.43M | 1.7% | +0.4% | 2.907% | |
8/16/2024 | Sunbelt Securities Inc. | 12,049 | $605K | 0.1% | +61.2% | 0.211% | |
8/15/2024 | Main Management ETF Advisors LLC | 122,905 | $6.17M | 0.3% | N/A | 2.156% | |
8/14/2024 | Marshall Wace LLP | 14,806 | $744K | 0.0% | +96.8% | 0.260% | |
8/14/2024 | Bank of Montreal Can | 70,152 | $3.59M | 0.0% | +856.5% | 1.231% | |
8/8/2024 | Idaho Trust Bank | 18,601 | $934K | 0.5% | N/A | 0.326% | |
8/6/2024 | Mount Lucas Management LP | 13,979 | $702K | 0.2% | -9.8% | 0.245% | |
8/2/2024 | Foundations Investment Advisors LLC | 17,861 | $897K | 0.0% | N/A | 0.313% | |
8/2/2024 | Ferguson Shapiro LLC | 17,123 | $860K | 0.3% | N/A | 0.300% | |
8/1/2024 | Rice Partnership LLC | 51,581 | $2.59M | 0.6% | N/A | 0.905% | |
7/31/2024 | Concurrent Investment Advisors LLC | 9,578 | $481K | 0.0% | N/A | 0.168% | |
7/31/2024 | Fortis Group Advisors LLC | 79,847 | $4.01M | 0.8% | N/A | 1.401% | |
7/30/2024 | Bryn Mawr Capital Management LLC | 4,099 | $206K | 0.0% | -85.0% | 0.072% | |
7/29/2024 | WestEnd Advisors LLC | 609 | $31K | 0.0% | -45.7% | 0.011% | |
7/29/2024 | Innealta Capital LLC | 78,388 | $3.94M | 1.3% | +50.3% | 1.375% | |
7/18/2024 | Brookstone Capital Management | 8,233 | $414K | 0.0% | +43.4% | 0.144% | |
7/12/2024 | Hexagon Capital Partners LLC | 562 | $28K | 0.0% | +249.1% | 0.010% | |
7/11/2024 | CX Institutional | 298,946 | $15.02M | 0.7% | +29,586.8% | 5.245% | |
5/17/2024 | Comerica Bank | 673 | $33K | 0.0% | +169.2% | 0.012% | |
5/14/2024 | OLD Mission Capital LLC | 106,371 | $5.26M | 0.1% | -53.0% | 1.866% | |
5/7/2024 | Oppenheimer & Co. Inc. | 6,256 | $310K | 0.0% | N/A | 0.110% | |
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5/7/2024 | SG Americas Securities LLC | 8,273 | $409K | 0.0% | N/A | 0.145% | |
5/4/2024 | Geneos Wealth Management Inc. | 868 | $43K | 0.0% | N/A | 0.015% | |
5/2/2024 | Bryn Mawr Capital Management LLC | 27,376 | $1.36M | 0.1% | +247.7% | 0.468% | |
5/1/2024 | Janney Montgomery Scott LLC | 12,822 | $634K | 0.0% | N/A | 0.219% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 55,500 | $2.75M | 0.0% | N/A | 0.949% | |
4/30/2024 | Perigon Wealth Management LLC | 16,459 | $814K | 0.0% | N/A | 0.281% | |
4/25/2024 | Osborne Partners Capital Management LLC | 503,456 | $24.91M | 1.5% | -0.4% | 8.606% | |
4/25/2024 | L.M. Kohn & Company | 4,936 | $244K | 0.1% | N/A | 0.084% | |
4/23/2024 | Lunt Capital Management Inc. | 4,082 | $202K | 0.1% | N/A | 0.070% | |
4/16/2024 | Viewpoint Capital Management LLC | 6,222 | $308K | 0.2% | -5.6% | 0.094% | |