5/15/2024 | Mount Yale Investment Advisors LLC | 11,477 | $1.77M | 0.1% | +7.6% | 0.414% | |
5/15/2024 | Quadrature Capital Ltd | 4,359 | $670K | 0.0% | N/A | 0.157% | |
5/15/2024 | Gabelli Funds LLC | 8,333 | $1.29M | 0.0% | +48.8% | 0.301% | |
5/14/2024 | EntryPoint Capital LLC | 1,281 | $197K | 0.2% | +256.8% | 0.046% | |
5/10/2024 | Vanguard Group Inc. | 155,865 | $24.03M | 0.0% | -4.0% | 5.480% | |
5/8/2024 | Russell Investments Group Ltd. | 2,562 | $395K | 0.0% | +63.5% | 0.090% | |
|
5/7/2024 | BCGM Wealth Management LLC | 18,109 | $2.79M | 1.0% | +7.1% | 0.638% | |
5/7/2024 | Swiss National Bank | 5,654 | $872K | 0.0% | -3.4% | 0.199% | |
5/2/2024 | Pullen Investment Management LLC | 3,965 | $611K | 0.5% | N/A | 0.140% | |
5/1/2024 | BNP Paribas Financial Markets | 5,100 | $786K | 0.0% | +141.9% | 0.180% | |
4/24/2024 | Assenagon Asset Management S.A. | 12,195 | $1.88M | 0.0% | +63.0% | 0.429% | |
4/19/2024 | Abundance Wealth Counselors | 3,489 | $538K | 0.1% | +11.2% | 0.123% | |
4/5/2024 | Los Angeles Capital Management LLC | 16,041 | $2.47M | 0.0% | N/A | 0.565% | |
3/5/2024 | Gerber LLC | 1,915 | $317K | 0.3% | N/A | 0.067% | |
2/14/2024 | Dean Capital Management | 9,616 | $1.59M | 1.0% | +2.3% | 0.334% | |
2/13/2024 | Tower Research Capital LLC TRC | 159 | $26K | 0.0% | +91.6% | 0.006% | |
2/13/2024 | Carolinas Wealth Consulting LLC | 600 | $99K | 0.0% | N/A | 0.021% | |
2/12/2024 | Parallel Advisors LLC | 300 | $50K | 0.0% | -22.3% | 0.010% | |
2/9/2024 | Quest Partners LLC | 1,025 | $170K | 0.0% | N/A | 0.036% | |
2/9/2024 | Corient Private Wealth LLC | 21,057 | $3.49M | 0.0% | -8.2% | 0.731% | |
2/9/2024 | Wells Fargo & Company MN | 85,447 | $14.15M | 0.0% | -7.9% | 2.967% | |
2/8/2024 | BCGM Wealth Management LLC | 16,906 | $2.80M | 1.1% | +1.5% | 0.587% | |
2/7/2024 | Boston Partners | 17,356 | $2.87M | 0.0% | -8.1% | 0.603% | |
2/7/2024 | Johnson Investment Counsel Inc. | 5,220 | $864K | 0.0% | -5.4% | 0.181% | |
2/7/2024 | BNP Paribas Financial Markets | 2,108 | $349K | 0.0% | -20.6% | 0.073% | |
2/7/2024 | Teacher Retirement System of Texas | 4,351 | $720K | 0.0% | +27.0% | 0.151% | |
2/6/2024 | Charles Schwab Investment Management Inc. | 42,332 | $7.01M | 0.0% | +13.6% | 1.470% | |
2/6/2024 | Evergreen Wealth Management LLC | 16,316 | $2.70M | 2.0% | +2.0% | 0.567% | |
2/6/2024 | Merit Financial Group LLC | 6,272 | $1.04M | 0.0% | +42.3% | 0.218% | |
2/6/2024 | Summit Global Investments | 2,712 | $449K | 0.0% | +24.0% | 0.094% | |
2/6/2024 | Swiss National Bank | 5,854 | $969K | 0.0% | -10.7% | 0.203% | |
2/5/2024 | Victory Capital Management Inc. | 6,125 | $1.01M | 0.0% | +12.4% | 0.213% | |
1/30/2024 | DGS Capital Management LLC | 1,380 | $229K | 0.1% | -6.7% | 0.048% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 425 | $70K | 0.0% | N/A | 0.015% | |
1/18/2024 | Touchstone Capital Inc. | 114,405 | $18.94M | 18.0% | -3.9% | 3.975% | |
1/17/2024 | Abundance Wealth Counselors | 3,138 | $520K | 0.1% | +19.7% | 0.109% | |
1/17/2024 | Assenagon Asset Management S.A. | 7,483 | $1.24M | 0.0% | N/A | 0.260% | |
1/16/2024 | Legato Capital Management LLC | 9,616 | $1.59M | 0.2% | +2.3% | 0.334% | |
1/12/2024 | SG Americas Securities LLC | 742 | $123K | 0.0% | N/A | 0.026% | |
12/18/2023 | Vanguard Group Inc. | 159,384 | $26.87M | 0.0% | +1.2% | 5.534% | |
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12/11/2023 | Sunbelt Securities Inc. | 550 | $93K | 0.0% | +1,000.0% | 0.019% | |
11/30/2023 | American Century Companies Inc. | 28,345 | $4.78M | 0.0% | +6.6% | 0.984% | |
11/15/2023 | Alps Advisors Inc. | 2,404 | $405K | 0.0% | -69.5% | 0.083% | |
11/15/2023 | AQR Capital Management LLC | 28,430 | $4.79M | 0.0% | +2.7% | 0.987% | |
11/13/2023 | Epoch Investment Partners Inc. | 68,873 | $11.61M | 0.1% | -3.7% | 2.391% | |
11/13/2023 | PNC Financial Services Group Inc. | 1,101 | $186K | 0.0% | +849.1% | 0.038% | |
11/8/2023 | BCGM Wealth Management LLC | 16,661 | $2.81M | 1.3% | +4.4% | 0.579% | |
11/8/2023 | Charles Schwab Investment Management Inc. | 37,275 | $6.28M | 0.0% | +17.4% | 1.294% | |
11/8/2023 | Gabelli Funds LLC | 5,620 | $947K | 0.0% | +8.6% | 0.195% | |
11/8/2023 | Swiss National Bank | 6,554 | $1.11M | 0.0% | -1.5% | 0.228% | |
11/8/2023 | New York Life Investment Management LLC | 2,160 | $364K | 0.0% | -13.5% | 0.075% | |
11/8/2023 | Boston Partners | 18,889 | $3.18M | 0.0% | -13.2% | 0.656% | |
11/7/2023 | Merit Financial Group LLC | 4,409 | $743K | 0.0% | +41.8% | 0.153% | |
11/7/2023 | Quantbot Technologies LP | 658 | $111K | 0.0% | N/A | 0.023% | |
11/7/2023 | Barclays PLC | 1,209 | $205K | 0.0% | -7.6% | 0.042% | |
11/6/2023 | Victory Capital Management Inc. | 5,450 | $919K | 0.0% | +4.0% | 0.185% | |
11/2/2023 | Trivant Custom Portfolio Group LLC | 200 | $34K | 0.0% | -33.3% | 0.007% | |
10/30/2023 | Abundance Wealth Counselors | 2,621 | $442K | 0.1% | +11.6% | 0.089% | |
10/26/2023 | Punch & Associates Investment Management Inc. | 24,500 | $4.13M | 0.3% | +9.9% | 0.833% | |
10/25/2023 | New York State Teachers Retirement System | 259 | $44K | 0.0% | N/A | 0.009% | |
10/24/2023 | Bank of New York Mellon Corp | 20,838 | $3.51M | 0.0% | +2.3% | 0.709% | |
10/23/2023 | Commonwealth Equity Services LLC | 3,904 | $658K | 0.0% | +9.1% | 0.133% | |
10/18/2023 | Exchange Traded Concepts LLC | 2,301 | $388K | 0.0% | +8.7% | 0.078% | |
10/17/2023 | DAVENPORT & Co LLC | 115,402 | $19.27M | 0.1% | -0.1% | 3.919% | |
10/16/2023 | Summit Global Investments | 2,187 | $369K | 0.0% | N/A | 0.074% | |
10/13/2023 | Touchstone Capital Inc. | 119,002 | $20.06M | 22.2% | -0.1% | 4.048% | |
10/12/2023 | Legato Capital Management LLC | 9,404 | $1.59M | 0.2% | +6.8% | 0.320% | |
10/11/2023 | Mount Yale Investment Advisors LLC | 10,867 | $1.83M | 0.2% | -2.7% | 0.370% | |
10/11/2023 | Koss Olinger Consulting LLC | 1,807 | $305K | 0.0% | +18.0% | 0.061% | |
8/23/2023 | Dean Capital Management | 8,808 | $1.51M | 1.9% | +47.3% | 0.300% | |
8/18/2023 | Legato Capital Management LLC | 8,808 | $1.51M | 0.2% | +47.3% | 0.300% | |
8/11/2023 | Epoch Investment Partners Inc. | 71,531 | $12.25M | 0.1% | +0.5% | 2.433% | |
8/11/2023 | Hotchkis & Wiley Capital Management LLC | 30,970 | $5.31M | 0.0% | +0.4% | 1.053% | |
8/10/2023 | Gabelli Funds LLC | 5,175 | $886K | 0.0% | +6.2% | 0.176% | |
8/10/2023 | Barr E S & Co. | 52,155 | $8.93M | 0.7% | -0.8% | 1.774% | |
8/10/2023 | Boston Partners | 21,757 | $3.73M | 0.0% | -5.5% | 0.740% | |
8/7/2023 | Dean Investment Associates LLC | 22,118 | $3.79M | 0.6% | +39.6% | 0.745% | |
8/7/2023 | New York Life Investment Management LLC | 2,498 | $428K | 0.0% | -15.0% | 0.084% | |
8/4/2023 | Cullen Frost Bankers Inc. | 300 | $51K | 0.0% | N/A | 0.010% | |
8/3/2023 | Evergreen Wealth Management LLC | 15,744 | $2.70M | 2.1% | +19.5% | 0.530% | |
8/3/2023 | Bank of New York Mellon Corp | 20,372 | $3.49M | 0.0% | -1.5% | 0.686% | |
8/1/2023 | Merit Financial Group LLC | 3,110 | $533K | 0.0% | +17.7% | 0.105% | |
7/31/2023 | Strs Ohio | 3,500 | $599K | 0.0% | +2.9% | 0.118% | |
7/31/2023 | Koss Olinger Consulting LLC | 1,532 | $262K | 0.0% | +13.1% | 0.052% | |
7/27/2023 | Victory Capital Management Inc. | 5,241 | $898K | 0.0% | -7.6% | 0.176% | |
7/20/2023 | Exchange Traded Concepts LLC | 2,117 | $363K | 0.0% | -6.9% | 0.071% | |
7/19/2023 | Teacher Retirement System of Texas | 3,454 | $592K | 0.0% | -2.6% | 0.116% | |
7/17/2023 | HM Payson & Co. | 366 | $63K | 0.0% | -45.0% | 0.012% | |
7/14/2023 | Touchstone Capital Inc. | 119,082 | $20.40M | 21.6% | -1.1% | 4.009% | |
7/7/2023 | Radnor Capital Management LLC | 1,265 | $217K | 0.1% | N/A | 0.043% | |
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6/16/2023 | DGS Capital Management LLC | 1,487 | $245K | 0.1% | -7.6% | 0.050% | |
5/25/2023 | Legato Capital Management LLC | 5,981 | $984K | 0.2% | +7.7% | 0.201% | |
5/19/2023 | Trivant Custom Portfolio Group LLC | 300 | $49K | 0.0% | N/A | 0.010% | |
5/15/2023 | Barr E S & Co. | 52,600 | $8.66M | 0.7% | -2.5% | 1.771% | |
5/15/2023 | Avalon Investment & Advisory | 24,547 | $4.04M | 0.1% | +27.3% | 0.826% | |
5/12/2023 | Epoch Investment Partners Inc. | 71,175 | $11.71M | 0.1% | +0.2% | 2.333% | |
5/12/2023 | Grantham Mayo Van Otterloo & Co. LLC | 1,264 | $208K | 0.0% | -7.3% | 0.041% | |
5/11/2023 | Mount Yale Investment Advisors LLC | 13,616 | $2.24M | 0.3% | +1.3% | 0.446% | |
5/9/2023 | Boston Partners | 23,014 | $3.79M | 0.0% | +37.5% | 0.755% | |
5/9/2023 | California State Teachers Retirement System | 3,717 | $612K | 0.0% | -3.2% | 0.122% | |