7/9/2025 | Pallas Capital Advisors LLC | 575,473 | $16.80M | 0.6% | +54.1% | 2.753% | |
5/19/2025 | Jane Street Group LLC | 302,931 | $8.08M | 0.0% | +435.3% | 1.409% | |
5/16/2025 | NewEdge Advisors LLC | 1,520 | $41K | 0.0% | -52.5% | 0.007% | |
5/15/2025 | Royal Bank of Canada | 13,282 | $354K | 0.0% | -2.6% | 0.062% | |
5/15/2025 | OLD Mission Capital LLC | 87,242 | $2.33M | 0.0% | +39.2% | 0.406% | |
5/15/2025 | The Manufacturers Life Insurance Company | 19,031,709 | $507.40M | 0.5% | -10.8% | 88.520% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 18,760 | $500K | 0.0% | -23.4% | 0.087% | |
5/14/2025 | Flow Traders U.S. LLC | 63,720 | $1.70M | 0.1% | N/A | 0.296% | |
5/13/2025 | Evensky & Katz LLC | 30,786 | $821K | 0.1% | -3.8% | 0.143% | |
5/5/2025 | IFP Advisors Inc | 24,526 | $654K | 0.0% | -5.5% | 0.114% | |
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5/1/2025 | CWM LLC | 6,793 | $181K | 0.0% | -24.4% | 0.031% | |
4/30/2025 | Crossmark Global Holdings Inc. | 9,334 | $248K | 0.0% | N/A | 0.043% | |
4/29/2025 | Envestnet Asset Management Inc. | 358,479 | $9.56M | 0.0% | -3.1% | 1.652% | |
4/25/2025 | JNBA Financial Advisors | 29,343 | $782K | 0.1% | -2.7% | 0.135% | |
4/22/2025 | Brueske Advisory Services LLC | 413,611 | $11.03M | 10.4% | -2.4% | 1.906% | |
4/15/2025 | Simplicity Wealth LLC | 32,882 | $877K | 0.1% | N/A | 0.152% | |
4/14/2025 | Pallas Capital Advisors LLC | 373,445 | $9.96M | 0.4% | +3.9% | 1.721% | |
2/17/2025 | Gotham Asset Management LLC | 315,411 | $8.15M | 0.1% | +0.2% | 1.242% | |
2/17/2025 | CoreCap Advisors LLC | 10,515 | $272K | 0.0% | N/A | 0.041% | |
2/17/2025 | Captrust Financial Advisors | 349,051 | $9.02M | 0.0% | +1.2% | 1.374% | |
2/17/2025 | Citadel Advisors LLC | 199,430 | $5.16M | 0.0% | +165.0% | 0.785% | |
2/17/2025 | Bank of America Corp DE | 213,153 | $5.51M | 0.0% | -3.0% | 0.839% | |
2/14/2025 | Jane Street Group LLC | 56,595 | $1.46M | 0.0% | -55.2% | 0.223% | |
2/14/2025 | The Manufacturers Life Insurance Company | 21,343,162 | $551.72M | 0.5% | +0.2% | 84.028% | |
2/13/2025 | Rockefeller Capital Management L.P. | 16,667 | $431K | 0.0% | +2.4% | 0.066% | |
2/13/2025 | Raymond James Financial Inc. | 25,216 | $652K | 0.0% | N/A | 0.099% | |
2/13/2025 | Waterloo Capital L.P. | 25,521 | $660K | 0.1% | -23.1% | 0.100% | |
2/13/2025 | Envestnet Asset Management Inc. | 369,803 | $9.56M | 0.0% | -1.7% | 1.456% | |
2/13/2025 | Wells Fargo & Company MN | 79,694 | $2.06M | 0.0% | -1.0% | 0.314% | |
2/12/2025 | OLD Mission Capital LLC | 62,690 | $1.62M | 0.0% | -16.0% | 0.247% | |
2/12/2025 | JPMorgan Chase & Co. | 1,681 | $43K | 0.0% | -93.4% | 0.007% | |
2/11/2025 | LPL Financial LLC | 19,107 | $494K | 0.0% | -83.5% | 0.075% | |
2/11/2025 | SigFig Wealth Management LLC | 22,763 | $586K | 0.0% | +3.9% | 0.090% | |
2/7/2025 | Independent Advisor Alliance | 18,269 | $472K | 0.0% | N/A | 0.072% | |
2/6/2025 | Raymond James Financial Inc. | 25,216 | $652K | 0.0% | N/A | 0.099% | |
2/5/2025 | Brueske Advisory Services LLC | 423,994 | $10.96M | 9.7% | N/A | 1.669% | |
2/3/2025 | Private Advisor Group LLC | 22,468 | $581K | 0.0% | -9.6% | 0.088% | |
1/30/2025 | JNBA Financial Advisors | 30,164 | $780K | 0.1% | -2.4% | 0.119% | |
1/13/2025 | Pallas Capital Advisors LLC | 359,569 | $9.30M | 0.4% | -0.3% | 1.416% | |
12/26/2024 | JPMorgan Chase & Co. | 25,400 | $726K | 0.0% | N/A | 0.100% | |
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11/15/2024 | Jane Street Group LLC | 126,217 | $3.61M | 0.0% | +240.9% | 0.497% | |
11/14/2024 | Flow Traders U.S. LLC | 48,894 | $1.40M | 0.1% | -67.5% | 0.192% | |
11/14/2024 | Captrust Financial Advisors | 344,968 | $9.87M | 0.0% | +10.2% | 1.358% | |
11/14/2024 | Rockefeller Capital Management L.P. | 16,274 | $465K | 0.0% | -7.2% | 0.064% | |
11/13/2024 | The Manufacturers Life Insurance Company | 21,305,289 | $609.33M | 0.5% | -2.9% | 83.879% | |
10/31/2024 | JNBA Financial Advisors | 30,901 | $884K | 0.1% | -9.6% | 0.122% | |
10/25/2024 | TNF LLC | 9,436 | $263K | 0.1% | +5.3% | 0.037% | |
10/25/2024 | Pallas Capital Advisors LLC | 360,574 | $10.05M | 0.4% | +4.9% | 1.420% | |
10/22/2024 | Private Advisor Group LLC | 24,862 | $711K | 0.0% | -4.6% | 0.098% | |
8/19/2024 | B. Riley Wealth Advisors Inc. | 8,730 | $233K | 0.0% | -25.8% | 0.034% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 44,638 | $1.19M | 0.0% | -14.5% | 0.176% | |
8/15/2024 | The Manufacturers Life Insurance Company | 21,944,750 | $586.58M | 0.5% | -5.9% | 86.397% | |
8/13/2024 | Merriman Wealth Management LLC | 73,008 | $1.95M | 0.1% | -1.3% | 0.287% | |
8/12/2024 | Waterloo Capital L.P. | 36,348 | $972K | 0.1% | -22.9% | 0.143% | |
8/9/2024 | SigFig Wealth Management LLC | 20,232 | $541K | 0.0% | +6.9% | 0.080% | |
8/8/2024 | Envestnet Asset Management Inc. | 385,015 | $10.29M | 0.0% | +10.2% | 1.516% | |
8/5/2024 | Private Advisor Group LLC | 26,074 | $697K | 0.0% | +22.2% | 0.103% | |
7/31/2024 | Commonwealth Equity Services LLC | 41,670 | $1.11M | 0.0% | +1.8% | 0.164% | |
7/26/2024 | Evensky & Katz LLC | 31,769 | $849K | 0.1% | +1.4% | 0.125% | |
7/22/2024 | Pallas Capital Advisors LLC | 343,669 | $9.31M | 0.4% | +6.0% | 1.353% | |
5/16/2024 | B. Riley Wealth Advisors Inc. | 11,763 | $279K | 0.0% | -33.8% | 0.046% | |
5/14/2024 | OLD Mission Capital LLC | 126,672 | $3.28M | 0.1% | +35.0% | 0.499% | |
4/30/2024 | Private Advisor Group LLC | 21,338 | $553K | 0.0% | -28.7% | 0.081% | |
4/30/2024 | Commonwealth Equity Services LLC | 40,937 | $1.06M | 0.0% | -2.3% | 0.155% | |
4/26/2024 | JNBA Financial Advisors | 38,561 | $1M | 0.1% | -21.7% | 0.146% | |
4/25/2024 | TNF LLC | 9,100 | $233K | 0.1% | N/A | 0.034% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 132,872 | $3.45M | 0.0% | -15.9% | 0.503% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 17,756 | $452K | 0.0% | +50.9% | 0.066% | |
2/14/2024 | Waterloo Capital L.P. | 55,741 | $1.42M | 0.2% | N/A | 0.206% | |
2/13/2024 | The Manufacturers Life Insurance Company | 23,456,290 | $596.49M | 0.4% | -2.8% | 86.875% | |
2/8/2024 | SigFig Wealth Management LLC | 16,223 | $413K | 0.0% | +4.6% | 0.060% | |
2/8/2024 | JNBA Financial Advisors | 49,264 | $1.25M | 0.1% | -9.7% | 0.182% | |
2/6/2024 | Private Advisor Group LLC | 29,942 | $761K | 0.0% | +18.4% | 0.111% | |
1/22/2024 | Pallas Capital Advisors LLC | 302,624 | $7.70M | 0.4% | -34.3% | 1.121% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 158,044 | $4.02M | 0.0% | -4.5% | 0.585% | |
1/16/2024 | Cooper Financial Group | 8,870 | $226K | 0.0% | -6.3% | 0.033% | |
12/1/2023 | B. Riley Wealth Advisors Inc. | 11,763 | $279K | 0.0% | -59.2% | 0.044% | |
11/15/2023 | The Manufacturers Life Insurance Company | 24,124,181 | $572.85M | 0.3% | -1.4% | 89.349% | |
11/13/2023 | LPL Financial LLC | 182,285 | $4.33M | 0.0% | -50.8% | 0.675% | |
11/13/2023 | Provence Wealth Management Group | 39,716 | $943K | 0.6% | -3.3% | 0.147% | |
11/3/2023 | Private Advisor Group LLC | 25,279 | $600K | 0.0% | +26.8% | 0.094% | |
11/2/2023 | JNBA Financial Advisors | 54,566 | $1.30M | 0.2% | -4.0% | 0.202% | |
11/1/2023 | Orion Portfolio Solutions LLC | 11,535 | $274K | 0.0% | -49.7% | 0.043% | |
10/24/2023 | Raymond James Financial Services Advisors Inc. | 165,419 | $3.93M | 0.0% | +22.5% | 0.613% | |
10/23/2023 | Commonwealth Equity Services LLC | 41,326 | $981K | 0.0% | -5.5% | 0.153% | |
10/13/2023 | Cooper Financial Group | 9,468 | $225K | 0.1% | -66.2% | 0.035% | |
10/13/2023 | Global Retirement Partners LLC | 1,100 | $26K | 0.0% | -29.5% | 0.004% | |
10/12/2023 | IFP Advisors Inc | 25,172 | $598K | 0.0% | +6.9% | 0.093% | |
8/11/2023 | The Manufacturers Life Insurance Company | 24,473,212 | $605.22M | 0.3% | -6.9% | 90.642% | |
8/10/2023 | Private Advisor Group LLC | 19,934 | $515K | 0.0% | N/A | 0.074% | |
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8/9/2023 | Flow Traders U.S. LLC | 56,432 | $1.40M | 0.1% | -24.1% | 0.209% | |
8/4/2023 | Envestnet Asset Management Inc. | 63,414 | $1.57M | 0.0% | +4.1% | 0.235% | |
8/4/2023 | IFP Advisors Inc | 23,538 | $592K | 0.0% | +14.0% | 0.087% | |
7/31/2023 | LPL Financial LLC | 370,599 | $9.17M | 0.0% | +0.8% | 1.373% | |
7/27/2023 | B. Riley Wealth Advisors Inc. | 28,817 | $713K | 0.0% | -27.8% | 0.107% | |
7/27/2023 | SigFig Wealth Management LLC | 14,938 | $363K | 0.0% | +10.1% | 0.055% | |
7/26/2023 | Pallas Capital Advisors LLC | 437,585 | $11.08M | 0.5% | +6.1% | 1.509% | |
7/25/2023 | Raymond James Financial Services Advisors Inc. | 135,045 | $3.34M | 0.0% | +34.8% | 0.466% | |
7/24/2023 | Provence Wealth Management Group | 41,055 | $1.02M | 0.6% | -15.9% | 0.142% | |
7/24/2023 | Evensky & Katz LLC | 50,610 | $1.25M | 0.1% | -1.6% | 0.175% | |