4/26/2024 | Peregrine Capital Management LLC | 870,665 | $25.20M | 0.7% | -5.0% | 0.746% | |
4/26/2024 | SYSTM Wealth Solutions LLC | 15,358 | $444K | 0.1% | -16.2% | 0.013% | |
4/26/2024 | Verdence Capital Advisors LLC | 7,009 | $203K | 0.0% | N/A | 0.006% | |
4/25/2024 | Smith Chas P & Associates PA Cpas | 52,295 | $1.51M | 0.1% | N/A | 0.045% | |
4/18/2024 | Tributary Capital Management LLC | 473,583 | $13.71M | 1.1% | +0.9% | 0.406% | |
4/18/2024 | Diversified Trust Co | 34,000 | $984K | 0.0% | +42.0% | 0.029% | |
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4/17/2024 | Cornerstone Wealth Group LLC | 16,888 | $489K | 0.0% | N/A | 0.014% | |
4/10/2024 | Pathway Financial Advisors LLC | 141,387 | $4.09M | 1.1% | +56.3% | 0.121% | |
4/4/2024 | Moody National Bank Trust Division | 6,980 | $202K | 0.0% | N/A | 0.006% | |
4/1/2024 | Confluence Investment Management LLC | 124,121 | $3.59M | 0.0% | N/A | 0.106% | |
3/11/2024 | Vanguard Group Inc. | 6,107,277 | $146.70M | 0.0% | +1.9% | 5.235% | |
2/14/2024 | Westwood Holdings Group Inc. | 3,015,270 | $72.43M | 0.6% | +73.0% | 2.583% | |
2/13/2024 | First National Bank of Omaha | 18,906 | $454K | 0.0% | +11.5% | 0.016% | |
2/12/2024 | Madison Asset Management LLC | 108,369 | $2.60M | 0.0% | -35.9% | 0.093% | |
2/12/2024 | Otter Creek Advisors LLC | 142,520 | $3.43M | 2.0% | +13.5% | 0.122% | |
2/9/2024 | Annis Gardner Whiting Capital Advisors LLC | 325,830 | $7.83M | 3.5% | +47.4% | 0.279% | |
2/9/2024 | Corient Private Wealth LLC | 36,934 | $887K | 0.0% | -10.0% | 0.032% | |
2/7/2024 | Boston Partners | 1,264,567 | $30.59M | 0.0% | N/A | 1.083% | |
2/7/2024 | Dimensional Fund Advisors LP | 988,830 | $23.75M | 0.0% | +19.6% | 0.847% | |
2/7/2024 | Van Hulzen Asset Management LLC | 33,141 | $796K | 0.1% | +7.6% | 0.028% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 492,812 | $11.84M | 0.0% | +1.8% | 0.422% | |
2/6/2024 | Natixis Advisors L.P. | 23,224 | $557K | 0.0% | +21.8% | 0.020% | |
2/6/2024 | Swiss National Bank | 119,400 | $2.87M | 0.0% | -14.8% | 0.102% | |
2/5/2024 | Victory Capital Management Inc. | 8,589 | $206K | 0.0% | N/A | 0.007% | |
2/2/2024 | State of New Jersey Common Pension Fund D | 141,145 | $3.39M | 0.0% | +49.2% | 0.121% | |
2/1/2024 | Parkside Financial Bank & Trust | 1,022 | $25K | 0.0% | N/A | 0.001% | |
2/1/2024 | New York State Common Retirement Fund | 53,752 | $1.29M | 0.0% | -25.5% | 0.046% | |
1/30/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 14,438 | $347K | 0.0% | +29.4% | 0.012% | |
1/30/2024 | Cornercap Investment Counsel Inc. | 53,133 | $1.28M | 0.2% | +32.9% | 0.046% | |
1/26/2024 | Peregrine Capital Management LLC | 916,920 | $22.02M | 0.7% | +56.2% | 0.785% | |
1/24/2024 | Arizona State Retirement System | 16,935 | $407K | 0.0% | -6.7% | 0.015% | |
1/23/2024 | Trust Point Inc. | 12,707 | $305K | 0.0% | N/A | 0.011% | |
1/18/2024 | Altfest L J & Co. Inc. | 10,145 | $244K | 0.0% | N/A | 0.009% | |
1/16/2024 | Tributary Capital Management LLC | 469,305 | $11.27M | 0.9% | +11.7% | 0.402% | |
1/16/2024 | Raymond James & Associates | 17,913 | $430K | 0.0% | N/A | 0.015% | |
1/12/2024 | SG Americas Securities LLC | 4,645 | $112K | 0.0% | -60.6% | 0.004% | |
1/8/2024 | Diversified Trust Co | 23,950 | $575K | 0.0% | +4.1% | 0.021% | |
12/18/2023 | Vanguard Group Inc. | 5,995,615 | $139.28M | 0.0% | +1.2% | 5.135% | |
12/7/2023 | Financial Advisory Group | 118,925 | $2.76M | 0.6% | +61.4% | 0.102% | |
11/17/2023 | Diversified Trust Co | 23,000 | $534K | 0.0% | +13.0% | 0.020% | |
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11/15/2023 | Kennedy Capital Management LLC | 431,408 | $10.02M | 0.2% | +1.4% | 0.369% | |
11/15/2023 | First National Bank of Omaha | 16,956 | $394K | 0.0% | +14.6% | 0.015% | |
11/14/2023 | Cape Cod Five Cents Savings Bank | 40,000 | $929K | 0.1% | +100.0% | 0.034% | |
11/14/2023 | Bamco Inc. NY | 3,110,000 | $72.25M | 0.2% | -0.1% | 2.663% | |
11/13/2023 | Natixis Advisors L.P. | 19,062 | $443K | 0.0% | +12.9% | 0.016% | |
11/13/2023 | Algert Global LLC | 79,564 | $1.85M | 0.1% | -41.8% | 0.068% | |
11/13/2023 | Northern Trust Corp | 842,395 | $19.57M | 0.0% | +1.5% | 0.721% | |
11/13/2023 | Mariner LLC | 20,566 | $478K | 0.0% | +129.1% | 0.018% | |
11/13/2023 | CI Investments Inc. | 257,030 | $5.97M | 0.0% | -38.4% | 0.220% | |
11/13/2023 | Invesco Ltd. | 2,112,762 | $49.08M | 0.0% | +2.6% | 1.809% | |
11/13/2023 | WINTON GROUP Ltd | 37,098 | $862K | 0.1% | N/A | 0.032% | |
11/13/2023 | FMR LLC | 8,674,940 | $201.52M | 0.0% | +51.2% | 7.428% | |
11/13/2023 | Envestnet Asset Management Inc. | 206,391 | $4.79M | 0.0% | +209.4% | 0.177% | |
11/9/2023 | Loomis Sayles & Co. L P | 1,580,638 | $36.72M | 0.1% | -3.0% | 1.353% | |
11/9/2023 | Rhumbline Advisers | 78,995 | $1.84M | 0.0% | -15.2% | 0.068% | |
11/9/2023 | Deutsche Bank AG | 31,474 | $731K | 0.0% | +12.1% | 0.027% | |
11/8/2023 | State of New Jersey Common Pension Fund D | 94,600 | $2.20M | 0.0% | N/A | 0.081% | |
11/8/2023 | Annis Gardner Whiting Capital Advisors LLC | 221,030 | $5.14M | 2.7% | N/A | 0.189% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 484,059 | $11.25M | 0.0% | +4.1% | 0.415% | |
11/8/2023 | Swiss National Bank | 140,100 | $3.26M | 0.0% | +3.7% | 0.120% | |
11/7/2023 | Quantbot Technologies LP | 2,756 | $64K | 0.0% | N/A | 0.002% | |
11/7/2023 | Van Hulzen Asset Management LLC | 30,791 | $715K | 0.1% | +49.9% | 0.026% | |
11/7/2023 | Barclays PLC | 22,505 | $523K | 0.0% | -4.5% | 0.019% | |
11/7/2023 | Arizona State Retirement System | 18,148 | $422K | 0.0% | +4.1% | 0.016% | |
10/27/2023 | Emerald Mutual Fund Advisers Trust | 759,517 | $17.64M | 1.1% | -0.9% | 0.650% | |
10/25/2023 | Zurcher Kantonalbank Zurich Cantonalbank | 11,160 | $259K | 0.0% | +32.3% | 0.010% | |
10/24/2023 | Bank of New York Mellon Corp | 1,133,781 | $26.34M | 0.0% | +27.0% | 0.971% | |
10/19/2023 | Peregrine Capital Management LLC | 586,922 | $13.63M | 0.4% | -14.7% | 0.503% | |
10/18/2023 | NovaPoint Capital LLC | 50,534 | $1.17M | 0.5% | -88.7% | 0.043% | |
10/13/2023 | SG Americas Securities LLC | 11,781 | $274K | 0.0% | N/A | 0.010% | |
10/11/2023 | Tributary Capital Management LLC | 420,325 | $9.76M | 0.9% | +17.8% | 0.360% | |
10/10/2023 | Confluence Investment Management LLC | 146,781 | $3.41M | 0.1% | -63.4% | 0.126% | |
8/15/2023 | Kennedy Capital Management LLC | 425,356 | $10.54M | 0.2% | +57.5% | 0.364% | |
8/14/2023 | Aristotle Capital Boston LLC | 1,452,387 | $35.99M | 1.1% | +2.4% | 1.243% | |
8/14/2023 | Toscafund Asset Management LLP | 422,149 | $10.46M | 41.1% | +5.3% | 0.361% | |
8/11/2023 | Westwood Holdings Group Inc. | 2,001,794 | $49.60M | 0.4% | +34.7% | 1.714% | |
8/11/2023 | Champlain Investment Partners LLC | 3,319,445 | $82.26M | 0.5% | -4.3% | 2.842% | |
8/11/2023 | Sei Investments Co. | 431,749 | $10.70M | 0.0% | +6.6% | 0.370% | |
8/11/2023 | ExodusPoint Capital Management LP | 73,000 | $1.81M | 0.0% | +399.2% | 0.062% | |
8/10/2023 | Bessemer Group Inc. | 18,031 | $447K | 0.0% | N/A | 0.015% | |
8/10/2023 | US Bancorp DE | 4,562 | $113K | 0.0% | -70.1% | 0.004% | |
8/9/2023 | Swiss National Bank | 135,100 | $3.35M | 0.0% | +1.9% | 0.116% | |
8/9/2023 | Financial Advisory Group | 73,667 | $1.83M | 0.4% | -18.7% | 0.063% | |
8/8/2023 | Rhumbline Advisers | 93,199 | $2.31M | 0.0% | +19.4% | 0.080% | |
8/4/2023 | Envestnet Asset Management Inc. | 66,707 | $1.65M | 0.0% | +5.6% | 0.057% | |
8/4/2023 | American International Group Inc. | 28,465 | $705K | 0.0% | -3.0% | 0.024% | |
8/4/2023 | Apollon Wealth Management LLC | 86,320 | $2.14M | 0.1% | N/A | 0.074% | |
8/3/2023 | Van Hulzen Asset Management LLC | 20,547 | $509K | 0.0% | +26.6% | 0.018% | |
8/3/2023 | Bank of New York Mellon Corp | 892,730 | $22.12M | 0.0% | -5.3% | 0.764% | |
8/2/2023 | Otter Creek Advisors LLC | 189,617 | $4.70M | 2.8% | +132.0% | 0.162% | |
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8/1/2023 | Kornitzer Capital Management Inc. KS | 411,290 | $10.19M | 0.2% | +17.0% | 0.352% | |
8/1/2023 | Truist Financial Corp | 10,819 | $268K | 0.0% | +6.4% | 0.009% | |
7/31/2023 | New World Advisors LLC | 27,430 | $680K | 0.2% | +22.3% | 0.023% | |
7/26/2023 | Peregrine Capital Management LLC | 688,126 | $17.05M | 0.5% | +9.7% | 0.589% | |
7/24/2023 | Allspring Global Investments Holdings LLC | 2,326 | $58K | 0.0% | +125.0% | 0.002% | |
7/18/2023 | Allworth Financial LP | 2,016 | $50K | 0.0% | +28,700.0% | 0.002% | |
7/18/2023 | Allspring Global Investments Holdings LLC | 2,326 | $58K | 0.0% | +125.0% | 0.002% | |
7/17/2023 | Tributary Capital Management LLC | 356,933 | $8.85M | 0.8% | -1.5% | 0.306% | |
7/14/2023 | Harbor Investment Advisory LLC | 1,784 | $44K | 0.0% | N/A | 0.002% | |
7/13/2023 | NovaPoint Capital LLC | 445,950 | $11.05M | 4.1% | N/A | 0.382% | |