5/16/2024 | Dynasty Wealth Management LLC | 13,472 | $403K | 0.0% | N/A | 0.002% | |
5/16/2024 | Bayesian Capital Management LP | 11,436 | $342K | 0.0% | N/A | 0.002% | |
5/15/2024 | Mount Yale Investment Advisors LLC | 9,113 | $273K | 0.0% | N/A | 0.001% | |
5/15/2024 | Bamco Inc. NY | 72,231 | $2.16M | 0.0% | -48.0% | 0.011% | |
5/14/2024 | Capital International Investors | 4,373,277 | $130.81M | 0.0% | +7.8% | 0.661% | |
5/14/2024 | Capital Group Private Client Services Inc. | 39,956 | $1.20M | 0.0% | +39.7% | 0.006% | |
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5/14/2024 | Advisors Asset Management Inc. | 10,218 | $306K | 0.0% | -18.3% | 0.002% | |
5/14/2024 | Pitcairn Co. | 17,290 | $517K | 0.0% | +12.8% | 0.003% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 8,511 | $255K | 0.0% | N/A | 0.001% | |
5/10/2024 | Acadian Asset Management LLC | 8,248 | $245K | 0.0% | -43.8% | 0.001% | |
5/8/2024 | Bleakley Financial Group LLC | 30,235 | $904K | 0.0% | +34.9% | 0.005% | |
5/8/2024 | US Bancorp DE | 149,682 | $4.48M | 0.0% | -5.9% | 0.023% | |
5/8/2024 | Russell Investments Group Ltd. | 939 | $28K | 0.0% | +137.7% | 0.000% | |
5/8/2024 | QRG Capital Management Inc. | 36,519 | $1.09M | 0.0% | -48.7% | 0.006% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 89,435 | $2.68M | 0.0% | -40.4% | 0.014% | |
5/7/2024 | Sei Investments Co. | 36,149 | $1.08M | 0.0% | -7.8% | 0.005% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 172,702 | $5.17M | 0.1% | -6.0% | 0.026% | |
5/7/2024 | SG Americas Securities LLC | 29,500 | $882K | 0.0% | +360.5% | 0.004% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 27,755 | $830K | 0.0% | +2.3% | 0.004% | |
5/6/2024 | Gallacher Capital Management LLC | 7,865 | $235K | 0.1% | +17.9% | 0.001% | |
5/6/2024 | Grandfield & Dodd LLC | 26,418 | $790K | 0.0% | +3.4% | 0.004% | |
5/2/2024 | Thompson Davis & CO. Inc. | 6,750 | $202K | 0.1% | N/A | 0.001% | |
5/1/2024 | Capstone Investment Advisors LLC | 21,905 | $655K | 0.0% | N/A | 0.003% | |
5/1/2024 | Janney Montgomery Scott LLC | 17,369 | $520K | 0.0% | +43.2% | 0.003% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 14,803 | $443K | 0.0% | -25.6% | 0.002% | |
5/1/2024 | Sequoia Financial Advisors LLC | 19,807 | $592K | 0.0% | -53.2% | 0.003% | |
4/30/2024 | Allspring Global Investments Holdings LLC | 1,453 | $43K | 0.0% | N/A | 0.000% | |
4/29/2024 | China Universal Asset Management Co. Ltd. | 8,024 | $240K | 0.0% | +65.6% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 30,235 | $904K | 0.0% | N/A | 0.005% | |
4/23/2024 | Fifth Third Bancorp | 49,586 | $1.48M | 0.0% | -0.7% | 0.007% | |
4/22/2024 | Raymond James & Associates | 166,365 | $4.98M | 0.0% | -13.0% | 0.025% | |
4/19/2024 | Legacy Wealth Asset Management LLC | 36,703 | $1.10M | 0.3% | +4.6% | 0.006% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 1,453 | $43K | 0.0% | N/A | 0.000% | |
4/10/2024 | Park Avenue Securities LLC | 14,251 | $426K | 0.0% | -7.3% | 0.002% | |
4/5/2024 | GAMMA Investing LLC | 1,135 | $34K | 0.0% | +194.0% | 0.000% | |
4/2/2024 | Marotta Asset Management | 15,042 | $450K | 0.1% | -3.4% | 0.002% | |
3/22/2024 | PNC Financial Services Group Inc. | 165,187 | $5.26M | 0.0% | +5.4% | 0.025% | |
3/5/2024 | Wellington Management Group LLP | 2,369,331 | $75.44M | 0.0% | -2.3% | 0.359% | |
3/1/2024 | Royal London Asset Management Ltd. | 227,054 | $7.23M | 0.0% | -10.4% | 0.034% | |
3/1/2024 | Goldman Sachs Group Inc. | 527,924 | $16.81M | 0.0% | -17.0% | 0.080% | |
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2/15/2024 | Harding Loevner LP | 3,289,895 | $97.57M | 0.5% | +2.7% | 0.498% | |
2/14/2024 | Barometer Capital Management Inc. | 3,800 | $121K | 0.0% | N/A | 0.001% | |
2/14/2024 | Neuberger Berman Group LLC | 39,095 | $1.25M | 0.0% | -11.5% | 0.006% | |
2/14/2024 | Lighthouse Investment Partners LLC | 8,670 | $276K | 0.0% | N/A | 0.001% | |
2/13/2024 | Crossmark Global Holdings Inc. | 67,675 | $2.16M | 0.0% | -8.3% | 0.010% | |
2/13/2024 | Capital International Investors | 4,057,922 | $129.65M | 0.0% | -6.0% | 0.614% | |
2/13/2024 | First Trust Advisors LP | 1,270,095 | $40.44M | 0.0% | +16.0% | 0.192% | |
2/13/2024 | Royal London Asset Management Ltd. | 22,706 | $723K | 0.0% | -91.0% | 0.003% | |
2/13/2024 | NEOS Investment Management LLC | 11,946 | $380K | 0.0% | N/A | 0.002% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 59,003 | $1.88M | 0.2% | N/A | 0.009% | |
2/12/2024 | Eagle Asset Management Inc. | 11,462 | $365K | 0.0% | -4.2% | 0.002% | |
2/12/2024 | Madison Asset Management LLC | 48,942 | $1.56M | 0.0% | -35.1% | 0.007% | |
2/12/2024 | Dorsey & Whitney Trust CO LLC | 6,576 | $209K | 0.0% | -19.0% | 0.001% | |
2/12/2024 | Stifel Financial Corp | 672,893 | $21.43M | 0.0% | -5.0% | 0.102% | |
2/9/2024 | Neuberger Berman Group LLC | 39,095 | $1.25M | 0.0% | -11.5% | 0.006% | |
2/9/2024 | Orion Portfolio Solutions LLC | 20,248 | $664K | 0.0% | -22.5% | 0.003% | |
2/9/2024 | Team Hewins LLC | 11,058 | $352K | 0.1% | N/A | 0.002% | |
2/9/2024 | Mark Sheptoff Financial Planning LLC | 1,400 | $45K | 0.0% | -33.3% | 0.000% | |
2/9/2024 | US Bancorp DE | 159,078 | $5.07M | 0.0% | -12.5% | 0.024% | |
2/9/2024 | Aigen Investment Management LP | 35,889 | $1.14M | 0.2% | N/A | 0.005% | |
2/9/2024 | Franklin Resources Inc. | 30,351 | $966K | 0.0% | -94.6% | 0.005% | |
2/9/2024 | Assetmark Inc. | 43,518 | $1.39M | 0.0% | +6.4% | 0.007% | |
2/9/2024 | Trexquant Investment LP | 153,098 | $4.88M | 0.1% | N/A | 0.023% | |
2/9/2024 | Wells Fargo & Company MN | 557,132 | $17.74M | 0.0% | -5.5% | 0.084% | |
2/9/2024 | PNC Financial Services Group Inc. | 165,187 | $5.26M | 0.0% | +5.4% | 0.025% | |
2/8/2024 | Quadrant Capital Group LLC | 6,919 | $220K | 0.0% | -29.2% | 0.001% | |
2/8/2024 | Torray Investment Partners LLC | 107,201 | $3.41M | 0.6% | +2.6% | 0.016% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 14,189 | $452K | 0.0% | -6.6% | 0.002% | |
2/7/2024 | Envestnet Portfolio Solutions Inc. | 27,122 | $864K | 0.0% | +32.7% | 0.004% | |
2/7/2024 | QRG Capital Management Inc. | 71,152 | $2.27M | 0.0% | -10.4% | 0.011% | |
2/7/2024 | Principal Securities Inc. | 2,430 | $77K | 0.0% | N/A | 0.000% | |
2/6/2024 | Vestmark Advisory Solutions Inc. | 35,656 | $1.14M | 0.1% | +28.5% | 0.005% | |
2/6/2024 | M&T Bank Corp | 15,432 | $492K | 0.0% | +87.8% | 0.002% | |
2/6/2024 | Benjamin F. Edwards & Company Inc. | 6,785 | $216K | 0.0% | N/A | 0.001% | |
2/6/2024 | Natixis Advisors L.P. | 187,798 | $5.98M | 0.0% | -18.0% | 0.028% | |
2/6/2024 | First Trust Direct Indexing L.P. | 9,045 | $288K | 0.0% | -42.6% | 0.001% | |
2/2/2024 | Truist Financial Corp | 56,572 | $1.80M | 0.0% | -9.3% | 0.009% | |
2/1/2024 | Marks Group Wealth Management Inc | 11,911 | $379K | 0.0% | -6.7% | 0.002% | |
2/1/2024 | CWM LLC | 12,029 | $383K | 0.0% | -12.6% | 0.002% | |
2/1/2024 | Signaturefd LLC | 12,537 | $399K | 0.0% | -26.1% | 0.002% | |
1/31/2024 | Grandfield & Dodd LLC | 25,558 | $814K | 0.1% | +2.3% | 0.004% | |
1/31/2024 | Knights of Columbus Asset Advisors LLC | 6,732 | $214K | 0.0% | +17.9% | 0.001% | |
1/30/2024 | Wealth Alliance | 8,403 | $268K | 0.0% | -21.5% | 0.001% | |
1/29/2024 | Simplicity Solutions LLC | 22,305 | $710K | 0.0% | -7.0% | 0.003% | |
1/29/2024 | Hardman Johnston Global Advisors LLC | 482,657 | $15.37M | 0.5% | -18.5% | 0.073% | |
1/29/2024 | NewEdge Wealth LLC | 119,989 | $3.82M | 0.1% | +50.7% | 0.018% | |
1/26/2024 | Cerity Partners LLC | 55,053 | $1.75M | 0.0% | +344.3% | 0.008% | |
1/26/2024 | Custom Index Systems LLC | 12,879 | $410K | 0.3% | N/A | 0.002% | |
1/26/2024 | Sequoia Financial Advisors LLC | 42,364 | $1.35M | 0.0% | +93.9% | 0.006% | |
1/25/2024 | Pinnacle Bancorp Inc. | 840 | $27K | 0.0% | +315.8% | 0.000% | |
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1/25/2024 | HBK Sorce Advisory LLC | 7,073 | $225K | 0.0% | -22.6% | 0.001% | |
1/25/2024 | International Assets Investment Management LLC | 12,513 | $393K | 0.0% | N/A | 0.002% | |
1/25/2024 | Bleakley Financial Group LLC | 22,413 | $714K | 0.0% | -6.5% | 0.003% | |
1/24/2024 | Advisors Preferred LLC | 2,563 | $82K | 0.0% | N/A | 0.000% | |
1/24/2024 | ANTIPODES PARTNERS Ltd | 185,698 | $5.91M | 0.2% | N/A | 0.028% | |
1/24/2024 | Park Place Capital Corp | 4,891 | $156K | 0.1% | +12.3% | 0.001% | |
1/24/2024 | International Assets Investment Management LLC | 12,513 | $393K | 0.0% | N/A | 0.002% | |
1/24/2024 | China Universal Asset Management Co. Ltd. | 4,845 | $154K | 0.0% | +350.7% | 0.001% | |
1/23/2024 | Venturi Wealth Management LLC | 23,775 | $757K | 0.1% | -2.9% | 0.004% | |
1/23/2024 | UMB Bank n.a. | 938 | $30K | 0.0% | -36.5% | 0.000% | |