5/8/2024 | Legacy Capital Group California Inc. | 33,170 | $782K | 0.3% | N/A | 0.248% | |
4/24/2024 | Arlington Capital Management Inc. | 90,788 | $2.14M | 1.8% | -29.5% | 0.683% | |
4/23/2024 | Global Retirement Partners LLC | 2,287 | $54K | 0.0% | N/A | 0.017% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 1,232,350 | $29.07M | 0.0% | +15.1% | 9.266% | |
4/22/2024 | Nilsine Partners LLC | 81,099 | $1.91M | 0.3% | N/A | 0.610% | |
4/22/2024 | Waycross Investment Management Co | 13,130 | $310K | 0.3% | N/A | 0.099% | |
|
4/19/2024 | Advisor Resource Council | 11,479 | $260K | 0.1% | N/A | 0.089% | |
4/11/2024 | Contravisory Investment Management Inc. | 33,543 | $791K | 0.2% | N/A | 0.261% | |
3/5/2024 | Wellington Management Group LLP | 103,374 | $2.34M | 0.0% | +7.7% | 0.804% | |
2/13/2024 | Rock Creek Group LP | 2,190 | $50K | 0.0% | -97.3% | 0.017% | |
2/12/2024 | Glovista Investments LLC | 57,645 | $1.31M | 0.6% | +49.2% | 0.449% | |
2/9/2024 | Sepio Capital LP | 141,921 | $3.22M | 0.3% | N/A | 1.104% | |
2/7/2024 | Mount Lucas Management LP | 36,756 | $833K | 0.2% | -15.0% | 0.286% | |
2/7/2024 | Arlington Capital Management Inc. | 128,855 | $2.92M | 2.7% | N/A | 1.003% | |
1/25/2024 | Financial & Tax Architects LLC | 28,223 | $639K | 0.2% | N/A | 0.220% | |
1/24/2024 | GFS Advisors LLC | 20,000 | $453K | 0.1% | -62.5% | 0.156% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 1,070,303 | $24.24M | 0.0% | N/A | 8.329% | |
1/12/2024 | Cyndeo Wealth Partners LLC | 14,474 | $328K | 0.0% | N/A | 0.113% | |
12/11/2023 | Glovista Investments LLC | 38,643 | $665K | 0.4% | -40.7% | 0.301% | |
11/14/2023 | Private Advisory Group LLC | 35,013 | $599K | 0.1% | N/A | 0.272% | |
11/13/2023 | Rock Creek Group LP | 81,503 | $1.40M | 0.1% | -91.6% | 0.634% | |
11/9/2023 | Rhumbline Advisers | 228,970 | $3.92M | 0.0% | -11.5% | 1.782% | |
11/9/2023 | UBS Group AG | 173,726 | $2.97M | 0.0% | +3.8% | 1.352% | |
11/8/2023 | Shayne & Jacobs LLC | 12,241 | $209K | 0.1% | -10.0% | 0.095% | |
11/7/2023 | Trium Capital LLP | 175,027 | $3.00M | 0.0% | N/A | 1.362% | |
10/11/2023 | Ronald Blue Trust Inc. | 2,717 | $46K | 0.0% | +57.0% | 0.021% | |
8/16/2023 | Glovista Investments LLC | 65,202 | $1.25M | 0.7% | -1.0% | 0.507% | |
8/14/2023 | Mount Lucas Management LP | 46,504 | $892K | 0.3% | +9.6% | 0.362% | |
8/11/2023 | Robertson Stephens Wealth Management LLC | 348,761 | $6.69M | 0.5% | +25.1% | 2.714% | |
8/9/2023 | Rock Creek Group LP | 974,637 | $18.69M | 2.7% | -56.6% | 7.585% | |
8/8/2023 | Rhumbline Advisers | 258,770 | $4.96M | 0.0% | N/A | 2.014% | |
8/4/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 32,209 | $618K | 0.0% | -27.1% | 0.274% | |
7/31/2023 | LPL Financial LLC | 45,967 | $882K | 0.0% | +9.9% | 0.391% | |
7/25/2023 | Financial & Tax Architects LLC | 52,382 | $1.01M | 0.3% | N/A | 0.446% | |
7/17/2023 | Donald L. Hagan LLC | 11,054 | $212K | 0.1% | N/A | 0.094% | |
7/17/2023 | Teamwork Financial Advisors LLC | 53,262 | $1.02M | 0.2% | N/A | 0.453% | |
7/14/2023 | Ronald Blue Trust Inc. | 1,731 | $27K | 0.0% | -81.0% | 0.015% | |
7/10/2023 | AE Wealth Management LLC | 53,281 | $1.02M | 0.0% | N/A | 0.453% | |
5/15/2023 | DC Investments Management LLC | 76,687 | $1.19M | 1.4% | +40.1% | 0.594% | |
5/12/2023 | AlphaCentric Advisors LLC | 8,240 | $128K | 0.1% | N/A | 0.064% | |
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5/12/2023 | Main Management ETF Advisors LLC | 286,090 | $4.43M | 0.4% | +49.3% | 2.218% | |
5/11/2023 | Robertson Stephens Wealth Management LLC | 278,693 | $4.31M | 0.3% | N/A | 2.160% | |
5/10/2023 | Banco BTG Pactual S.A. | 12,580 | $217K | 0.1% | N/A | 0.098% | |
5/9/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 44,190 | $684K | 0.0% | +25.9% | 0.343% | |
5/5/2023 | Bcwm LLC | 182,534 | $2.83M | 0.9% | N/A | 1.415% | |
4/17/2023 | Ronald Blue Trust Inc. | 9,104 | $141K | 0.0% | +120.5% | 0.071% | |
3/6/2023 | OLD Mission Capital LLC | 36,627 | $566K | 0.0% | N/A | 0.284% | |
2/15/2023 | Main Management ETF Advisors LLC | 191,620 | $2.96M | 0.3% | N/A | 1.485% | |
2/13/2023 | Glovista Investments LLC | 102,546 | $1.59M | 0.8% | +64.8% | 0.795% | |
2/13/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 35,096 | $546K | 0.0% | -9.7% | 0.272% | |
2/8/2023 | Shayne & CO. LLC | 13,608 | $210K | 0.1% | -9.2% | 0.105% | |
2/8/2023 | UBS Group AG | 333,494 | $5.16M | 0.0% | +123.0% | 2.585% | |
2/8/2023 | AMG National Trust Bank | 63,158 | $976K | 0.0% | N/A | 0.490% | |
2/3/2023 | U S Global Investors Inc. | 4,000 | $62K | 0.0% | N/A | 0.031% | |
1/30/2023 | Sumitomo Mitsui Trust Holdings Inc. | 46,040 | $712K | 0.0% | N/A | 0.357% | |
1/26/2023 | GFS Advisors LLC | 53,300 | $824K | 0.2% | N/A | 0.413% | |
1/17/2023 | Ronald Blue Trust Inc. | 4,128 | $44K | 0.0% | +292.0% | 0.032% | |
10/21/2022 | Shayne & CO. LLC | 14,990 | $161K | 0.1% | -21.7% | 0.111% | |
8/16/2022 | Glovista Investments LLC | 62,632 | $908K | 0.4% | -30.5% | 0.583% | |
8/12/2022 | Korea Investment CORP | 119,474 | $1.75M | 0.0% | +307.8% | 1.111% | |
8/8/2022 | Banco Bilbao Vizcaya Argentaria S.A. | 47,682 | $697K | 0.0% | -11.2% | 0.444% | |
8/5/2022 | OLD Mission Capital LLC | 22,348 | $327K | 0.0% | N/A | 0.208% | |
5/16/2022 | Glovista Investments LLC | 90,112 | $1.74M | 0.5% | -23.5% | 0.777% | |
5/16/2022 | Astor Investment Management LLC | 6,243 | $118K | 0.0% | -35.3% | 0.054% | |
5/12/2022 | Banco Bilbao Vizcaya Argentaria S.A. | 53,722 | $1.02M | 0.0% | -33.8% | 0.463% | |
5/10/2022 | Marks Group Wealth Management Inc | 14,709 | $279K | 0.0% | -35.7% | 0.127% | |
5/9/2022 | Sepio Capital LP | 178,896 | $3.40M | 0.3% | +166.0% | 1.542% | |
5/6/2022 | U S Global Investors Inc. | 12,000 | $228K | 0.0% | +100.0% | 0.102% | |
5/4/2022 | Prospera Financial Services Inc | 1,600 | $30K | 0.0% | N/A | 0.014% | |
4/28/2022 | GHP Investment Advisors Inc. | 5,380 | $102K | 0.0% | N/A | 0.045% | |
3/3/2022 | Marks Group Wealth Management Inc | 22,890 | $482K | 0.1% | -63.6% | 0.188% | |
2/16/2022 | State of Tennessee Treasury Department | 1,762,236 | $37.11M | 0.1% | +8.5% | 15.126% | |
2/14/2022 | LPL Financial LLC | 832,192 | $17.53M | 0.0% | +81.1% | 7.143% | |
2/11/2022 | Equitable Holdings Inc. | 8,800 | $185K | 0.0% | -26.7% | 0.076% | |
2/10/2022 | Glovista Investments LLC | 117,782 | $2.50M | 0.7% | N/A | 1.011% | |
2/8/2022 | Raymond James Financial Services Advisors Inc. | 13,128 | $276K | 0.0% | -8.4% | 0.113% | |
2/8/2022 | U S Global Investors Inc. | 6,000 | $126K | 0.0% | N/A | 0.052% | |
2/8/2022 | Bank of America Corp DE | 408,564 | $8.60M | 0.0% | +47.2% | 3.507% | |
2/7/2022 | SG Americas Securities LLC | 14,368 | $303K | 0.0% | N/A | 0.123% | |
1/28/2022 | Accuvest Global Advisors | 29,717 | $626K | 0.3% | -62.6% | 0.229% | |
1/26/2022 | NewSquare Capital LLC | 55,266 | $1.16M | 0.1% | N/A | 0.416% | |
1/25/2022 | Sepio Capital LP | 67,260 | $1.42M | 0.1% | -63.1% | 0.506% | |
1/20/2022 | Astor Investment Management LLC | 9,655 | $203K | 0.0% | -29.7% | 0.075% | |
1/19/2022 | Juncture Wealth Strategies LLC | 157,368 | $3.31M | 1.6% | N/A | 1.225% | |
12/14/2021 | UBS Asset Management Americas Inc. | 54,868 | $1.20M | 0.0% | -20.9% | 0.430% | |
12/8/2021 | Moors & Cabot Inc. | 214,000 | $217K | 0.0% | N/A | 1.678% | |
11/16/2021 | Jane Street Group LLC | 749,585 | $16.43M | 0.0% | -49.7% | 5.432% | |
11/16/2021 | LPL Financial LLC | 459,529 | $10.07M | 0.0% | +1.7% | 3.354% | |
11/15/2021 | Royal Bank of Canada | 79,225 | $1.74M | 0.0% | +52.0% | 0.578% | |
11/12/2021 | OLD Mission Capital LLC | 12,551 | $275K | 0.0% | -73.9% | 0.092% | |
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11/12/2021 | Banco Bilbao Vizcaya Argentaria S.A. | 111,344 | $2.45M | 0.0% | +45.0% | 0.819% | |
11/9/2021 | BlackRock Inc. | 484,704 | $10.62M | 0.0% | -24.4% | 3.577% | |
11/5/2021 | Moors & Cabot Inc. | 214,000 | $217K | 0.0% | N/A | 1.579% | |
11/3/2021 | Accuvest Global Advisors | 79,513 | $1.74M | 0.8% | +9.5% | 0.593% | |
11/3/2021 | Sepio Capital LP | 182,147 | $3.99M | 0.3% | N/A | 1.359% | |
10/20/2021 | Astor Investment Management LLC | 13,725 | $300K | 0.1% | -25.1% | 0.117% | |
10/12/2021 | Koshinski Asset Management Inc. | 1,394 | $31K | 0.0% | N/A | 0.013% | |
9/3/2021 | Parametric Portfolio Associates LLC | 119,638 | $2.57M | 0.0% | +81.5% | 0.973% | |
8/17/2021 | Accuvest Global Advisors | 72,642 | $1.56M | 0.8% | -7.7% | 0.591% | |
8/16/2021 | Bank of America Corp DE | 278,838 | $5.99M | 0.0% | +1.8% | 2.267% | |