4/26/2024 | First Personal Financial Services | 37,393 | $806K | 0.2% | -2.1% | 0.000% | |
4/24/2024 | Simplicity Wealth LLC | 19,816 | $427K | 0.0% | N/A | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 15,791 | $340K | 0.0% | -74.0% | 0.000% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,159,884 | $25.01M | 0.0% | +3.3% | 0.000% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 39,199 | $845K | 0.0% | +31.7% | 0.000% | |
4/15/2024 | DGS Capital Management LLC | 155,930 | $3.36M | 1.0% | +63.6% | 0.000% | |
|
4/10/2024 | Green Alpha Advisors LLC | 58,544 | $1.26M | 0.9% | +19.8% | 0.000% | |
3/22/2024 | PNC Financial Services Group Inc. | 11,106 | $238K | 0.0% | +474.0% | 0.000% | |
3/5/2024 | Wellington Management Group LLP | 309,711 | $6.63M | 0.0% | -27.6% | 0.070% | |
2/14/2024 | True Wealth Design LLC | 37,061 | $793K | 0.2% | -1.6% | 0.000% | |
2/13/2024 | Gabelli Funds LLC | 96,814 | $2.07M | 0.0% | -5.4% | 0.000% | |
2/13/2024 | Tower Research Capital LLC TRC | 3,342 | $72K | 0.0% | +116.5% | 0.000% | |
2/9/2024 | Orion Portfolio Solutions LLC | 72,862 | $1.49M | 0.0% | -8.8% | 0.000% | |
2/9/2024 | US Bancorp DE | 31,247 | $669K | 0.0% | -8.4% | 0.000% | |
2/9/2024 | EverSource Wealth Advisors LLC | 1,310 | $28K | 0.0% | +1,558.2% | 0.000% | |
2/9/2024 | Assetmark Inc. | 1,180 | $25K | 0.0% | N/A | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 36,707 | $786K | 0.0% | +21.0% | 0.000% | |
2/9/2024 | PNC Financial Services Group Inc. | 11,106 | $238K | 0.0% | +474.0% | 0.000% | |
2/9/2024 | Dynamic Technology Lab Private Ltd | 38,345 | $821K | 0.1% | N/A | 0.000% | |
2/8/2024 | Robeco Institutional Asset Management B.V. | 1,457,228 | $31.19M | 0.2% | -11.1% | 0.000% | |
2/8/2024 | Great Lakes Advisors LLC | 9,860 | $211K | 0.0% | -12.5% | 0.000% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 22,644 | $485K | 0.0% | -22.7% | 0.000% | |
2/7/2024 | QRG Capital Management Inc. | 19,358 | $414K | 0.0% | +12.1% | 0.000% | |
2/7/2024 | NBC Securities Inc. | 3,005 | $64K | 0.0% | -26.2% | 0.000% | |
2/6/2024 | LSV Asset Management | 415,831 | $8.90M | 0.0% | +15.3% | 0.000% | |
2/6/2024 | M&T Bank Corp | 13,030 | $279K | 0.0% | -42.8% | 0.000% | |
2/6/2024 | Natixis Advisors L.P. | 70,431 | $1.51M | 0.0% | +64.5% | 0.000% | |
2/6/2024 | LGT Group Foundation | 27,233 | $584K | 0.0% | -5.0% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 60,816 | $1.30M | 0.1% | -3.9% | 0.000% | |
2/5/2024 | Beck Bode LLC | 16,403 | $351K | 0.1% | N/A | 0.004% | |
2/2/2024 | Truist Financial Corp | 79,020 | $1.69M | 0.0% | -32.6% | 0.000% | |
2/1/2024 | GAMMA Investing LLC | 1,380 | $29K | 0.0% | N/A | 0.000% | |
2/1/2024 | CWM LLC | 1,160 | $25K | 0.0% | +3,900.0% | 0.000% | |
2/1/2024 | OVERSEA CHINESE BANKING Corp Ltd | 60,835 | $1.30M | 0.0% | +97.3% | 0.000% | |
1/31/2024 | Federated Hermes Inc. | 314,638 | $6.73M | 0.0% | -28.3% | 0.000% | |
1/30/2024 | DGS Capital Management LLC | 95,339 | $2.04M | 0.8% | +12.8% | 0.000% | |
1/30/2024 | Investors Research Corp | 19,258 | $412K | 0.1% | -6.1% | 0.000% | |
1/30/2024 | Beverly Hills Private Wealth LLC | 18,338 | $392K | 0.1% | -4.1% | 0.000% | |
1/29/2024 | Simplicity Solutions LLC | 18,228 | $390K | 0.0% | +43.7% | 0.000% | |
1/29/2024 | First Personal Financial Services | 38,187 | $817K | 0.2% | -6.6% | 0.000% | |
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1/26/2024 | Cerity Partners LLC | 20,601 | $441K | 0.0% | +50.0% | 0.000% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 1,122,698 | $24.03M | 0.0% | +1.1% | 0.000% | |
1/25/2024 | Bleakley Financial Group LLC | 18,228 | $390K | 0.0% | +43.7% | 0.000% | |
1/24/2024 | DekaBank Deutsche Girozentrale | 83,450 | $1.72M | 0.0% | +1.2% | 0.000% | |
1/18/2024 | Blue Trust Inc. | 16,225 | $348K | 0.0% | +31.5% | 0.000% | |
1/17/2024 | Schechter Investment Advisors LLC | 11,981 | $256K | 0.0% | N/A | 0.000% | |
1/16/2024 | Raymond James & Associates | 108,559 | $2.32M | 0.0% | -6.6% | 0.000% | |
1/12/2024 | Etesian Wealth Advisors Inc. | 26,115 | $560K | 0.3% | +2.3% | 0.000% | |
1/10/2024 | Nordea Investment Management AB | 795,154 | $17M | 0.0% | -8.7% | 0.000% | |
1/9/2024 | Boston Common Asset Management LLC | 609,600 | $13.05M | 0.3% | -0.8% | 0.000% | |
1/8/2024 | First Affirmative Financial Network | 10,910 | $233K | 0.2% | -13.6% | 0.000% | |
1/5/2024 | Green Alpha Advisors LLC | 48,871 | $1.05M | 0.8% | -16.3% | 0.000% | |
12/1/2023 | Wellington Management Group LLP | 427,541 | $9.18M | 0.0% | -10.9% | 0.000% | |
11/15/2023 | Ramirez Asset Management Inc. | 380,484 | $8.17M | 1.8% | N/A | 0.000% | |
11/15/2023 | Scotia Capital Inc. | 31,290 | $672K | 0.0% | +7.2% | 0.000% | |
11/14/2023 | Schonfeld Strategic Advisors LLC | 44,400 | $953K | 0.0% | N/A | 0.000% | |
11/14/2023 | O Shaughnessy Asset Management LLC | 112,200 | $2.41M | 0.0% | -26.7% | 0.000% | |
11/13/2023 | Natixis Advisors L.P. | 42,815 | $919K | 0.0% | +9.9% | 0.000% | |
11/13/2023 | Connor Clark & Lunn Investment Management Ltd. | 17,842 | $383K | 0.0% | -89.9% | 0.000% | |
11/13/2023 | Federated Hermes Inc. | 438,759 | $9.42M | 0.0% | -2.0% | 0.000% | |
11/13/2023 | Mariner LLC | 55,439 | $1.19M | 0.0% | +108.3% | 0.000% | |
11/13/2023 | River Road Asset Management LLC | 11,487 | $247K | 0.0% | +6.0% | 0.000% | |
11/13/2023 | Envestnet Asset Management Inc. | 304,426 | $6.53M | 0.0% | +26.6% | 0.000% | |
11/13/2023 | Nordea Investment Management AB | 870,470 | $18.74M | 0.0% | -14.1% | 0.000% | |
11/13/2023 | QRG Capital Management Inc. | 17,265 | $371K | 0.0% | N/A | 0.000% | |
11/13/2023 | DekaBank Deutsche Girozentrale | 82,470 | $1.69M | 0.0% | +1.3% | 0.000% | |
11/9/2023 | Deutsche Bank AG | 130,030 | $2.79M | 0.0% | -41.2% | 0.000% | |
11/9/2023 | Mitsubishi UFJ Trust & Banking Corp | 179,525 | $3.85M | 0.0% | +2.6% | 0.000% | |
11/8/2023 | Beverly Hills Private Wealth LLC | 19,131 | $411K | 0.1% | -49.9% | 0.000% | |
11/8/2023 | Pathstone Family Office LLC | 48,494 | $1.04M | 0.0% | -8.1% | 0.000% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 29,288 | $629K | 0.0% | +7.1% | 0.000% | |
11/8/2023 | Gabelli Funds LLC | 102,314 | $2.20M | 0.0% | -6.4% | 0.000% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 9,957 | $214K | 0.0% | -22.9% | 0.000% | |
11/7/2023 | Great Lakes Advisors LLC | 11,271 | $242K | 0.0% | N/A | 0.000% | |
11/6/2023 | Euro Pacific Asset Management LLC | 84,159 | $1.82M | 0.4% | +1.5% | 0.019% | |
11/6/2023 | LGT Group Foundation | 28,654 | $606K | 0.0% | -4.8% | 0.006% | |
11/4/2023 | NBC Securities Inc. | 4,074 | $87K | 0.0% | N/A | 0.000% | |
11/4/2023 | LSV Asset Management | 360,561 | $7.74M | 0.0% | -22.1% | 0.000% | |
11/3/2023 | NINE MASTS CAPITAL Ltd | 47,000 | $1.01M | 0.7% | N/A | 0.000% | |
11/2/2023 | M&T Bank Corp | 22,765 | $489K | 0.0% | -7.5% | 0.000% | |
11/1/2023 | Investors Research Corp | 20,510 | $440K | 0.1% | +1,201.4% | 0.000% | |
10/30/2023 | First Trust Direct Indexing L.P. | 63,291 | $1.36M | 0.2% | +6.3% | 0.000% | |
10/27/2023 | Hennion & Walsh Asset Management Inc. | 17,412 | $374K | 0.0% | +17.3% | 0.000% | |
10/27/2023 | Allspring Global Investments Holdings LLC | 1,110,601 | $23.83M | 0.0% | -2.3% | 0.000% | |
10/27/2023 | Matthews International Capital Management LLC | 1,397 | $30K | 0.0% | N/A | 0.000% | |
10/27/2023 | TD Asset Management Inc | 9,714 | $208K | 0.0% | N/A | 0.000% | |
10/26/2023 | Henry James International Management Inc. | 68,038 | $1.46M | 0.6% | +8.6% | 0.000% | |
10/26/2023 | Advisor Partners II LLC | 23,459 | $503K | 0.0% | +42.8% | 0.000% | |
10/24/2023 | Raymond James & Associates | 116,195 | $2.49M | 0.0% | +34.7% | 0.000% | |
10/24/2023 | Robeco Institutional Asset Management B.V. | 1,638,616 | $35.17M | 0.1% | +3.4% | 0.000% | |
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10/19/2023 | First Personal Financial Services | 40,889 | $877K | 0.2% | -4.8% | 0.000% | |
10/19/2023 | Simplicity Solutions LLC | 12,689 | $272K | 0.0% | +24.3% | 0.000% | |
10/19/2023 | Etesian Wealth Advisors Inc. | 25,539 | $548K | 0.4% | +7.4% | 0.000% | |
10/16/2023 | First Affirmative Financial Network | 12,622 | $271K | 0.3% | +5.5% | 0.003% | |
10/13/2023 | Ritholtz Wealth Management | 12,531 | $269K | 0.0% | -41.6% | 0.003% | |
10/11/2023 | Ronald Blue Trust Inc. | 12,337 | $265K | 0.0% | +311.8% | 0.000% | |
10/11/2023 | Boston Common Asset Management LLC | 614,589 | $13.19M | 0.3% | +3.3% | 0.000% | |
10/10/2023 | Green Alpha Advisors LLC | 58,400 | $1.25M | 1.0% | +3.9% | 0.000% | |
8/14/2023 | Thomas White International Ltd. | 398,958 | $7.78M | 1.6% | -1.6% | 0.000% | |
8/14/2023 | Silvercrest Asset Management Group LLC | 330,763 | $6.45M | 0.0% | +8.2% | 0.000% | |