8/6/2025 | Wedbush Securities Inc. | 45,381 | $665K | 0.0% | +5.8% | 0.017% | |
8/6/2025 | Texas Yale Capital Corp. | 160,089 | $2.35M | 0.1% | -7.5% | 0.060% | |
8/6/2025 | OneAscent Wealth Management LLC | 30,725 | $450K | 0.2% | -92.3% | 0.012% | |
8/6/2025 | Modera Wealth Management LLC | 19,690 | $288K | 0.0% | -6.1% | 0.007% | |
8/6/2025 | Ethos Financial Group LLC | 31,071 | $455K | 0.0% | +17.9% | 0.012% | |
8/6/2025 | First Horizon Advisors Inc. | 2,789 | $41K | 0.0% | N/A | 0.001% | |
8/5/2025 | Crestwood Advisors Group LLC | 10,414 | $153K | 0.0% | N/A | 0.004% | |
8/5/2025 | Magnolia Capital Advisors LLC | 48,891 | $716K | 0.2% | +18.7% | 0.018% | |
8/5/2025 | Next Capital Management LLC | 279,444 | $4.09M | 1.5% | -18.5% | 0.105% | |
8/5/2025 | Bank of Montreal Can | 726,187 | $10.64M | 0.0% | +211.9% | 0.273% | |
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8/5/2025 | 5T Wealth LLC | 22,391 | $328K | 0.2% | -6.2% | 0.008% | |
8/5/2025 | Castlekeep Investment Advisors LLC | 340,352 | $4.99M | 2.4% | -0.6% | 0.128% | |
8/4/2025 | Amplius Wealth Advisors LLC | 52,158 | $764K | 0.1% | +2.0% | 0.020% | |
8/4/2025 | Simon Quick Advisors LLC | 83,357 | $1.22M | 0.0% | +2.1% | 0.031% | |
8/4/2025 | Strs Ohio | 15,787,656 | $231.29M | 0.9% | +2.6% | 5.927% | |
8/4/2025 | Atria Investments Inc | 253,965 | $3.72M | 0.0% | -40.2% | 0.095% | |
8/4/2025 | Muzinich & Co. Inc. | 1,228,122 | $17.99M | 7.8% | +31.5% | 0.461% | |
8/1/2025 | Pasadena Private Wealth LLC | 38,100 | $558K | 0.1% | +5.8% | 0.014% | |
8/1/2025 | Envestnet Asset Management Inc. | 146,434 | $2.15M | 0.0% | -51.6% | 0.055% | |
7/31/2025 | Whipplewood Advisors LLC | 67,149 | $984K | 0.5% | +14,788.9% | 0.025% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 35,356 | $518K | 0.0% | +83.1% | 0.013% | |
7/31/2025 | Sage Mountain Advisors LLC | 3,033,453 | $44.44M | 2.9% | +10.5% | 1.139% | |
7/31/2025 | AlphaQuest LLC | 4,882 | $72K | 0.0% | -30.9% | 0.002% | |
7/31/2025 | Sumitomo Mitsui Trust Group Inc. | 1,080,551 | $15.83M | 0.0% | +17.2% | 0.406% | |
7/31/2025 | CAP Partners LLC | 10,215 | $150K | 0.1% | N/A | 0.004% | |
7/30/2025 | Castle Wealth Management LLC | 17,027 | $249K | 0.1% | N/A | 0.006% | |
7/30/2025 | Onyx Bridge Wealth Group LLC | 115,949 | $1.70M | 0.2% | +2.0% | 0.044% | |
7/30/2025 | Steel Grove Capital Advisors LLC | 166,740 | $2.44M | 0.3% | N/A | 0.063% | |
7/30/2025 | Denali Advisors LLC | 542,148 | $7.94M | 0.8% | -2.2% | 0.204% | |
7/30/2025 | D.A. Davidson & CO. | 318,133 | $4.66M | 0.0% | +5.0% | 0.119% | |
7/30/2025 | Klingman & Associates LLC | 27,788 | $407K | 0.0% | -17.1% | 0.010% | |
7/29/2025 | Beverly Hills Private Wealth LLC | 19,316 | $283K | 0.1% | -14.6% | 0.007% | |
7/29/2025 | Chicago Partners Investment Group LLC | 58,032 | $898K | 0.0% | +1.7% | 0.022% | |
7/29/2025 | Sigma Investment Counselors Inc. | 800,915 | $11.73M | 0.6% | +10.9% | 0.301% | |
7/29/2025 | Arcus Capital Partners LLC | 45,010 | $659K | 0.3% | +2.4% | 0.017% | |
7/29/2025 | International Assets Investment Management LLC | 31,118 | $456K | 0.0% | +179.9% | 0.012% | |
7/29/2025 | Arista Wealth Management LLC | 10,000 | $146K | 0.0% | N/A | 0.004% | |
7/28/2025 | Generali Asset Management SPA SGR | 2,512,705 | $36.81M | 0.8% | +39.6% | 0.943% | |
7/28/2025 | IFC Advisors LLC | 50,417 | $739K | 0.1% | +4.1% | 0.019% | |
7/28/2025 | Naviter Wealth LLC | 279,449 | $4.09M | 0.5% | +17.8% | 0.105% | |
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7/28/2025 | Penbrook Management LLC | 24,955 | $366K | 0.3% | -26.3% | 0.009% | |
7/25/2025 | Concurrent Investment Advisors LLC | 15,334 | $225K | 0.0% | N/A | 0.006% | |
7/25/2025 | Apollon Wealth Management LLC | 47,769 | $700K | 0.0% | +21.5% | 0.018% | |
7/24/2025 | Comprehensive Money Management Services LLC | 11,600 | $170K | 0.1% | +8.7% | 0.004% | |
7/24/2025 | Blue Trust Inc. | 7,908 | $116K | 0.0% | +31.8% | 0.003% | |
7/24/2025 | Shikiar Asset Management Inc. | 443,605 | $6.50M | 1.8% | -0.5% | 0.167% | |
7/24/2025 | McElhenny Sheffield Capital Management LLC | 44,000 | $645K | 0.0% | N/A | 0.017% | |
7/23/2025 | NBT Bank N A NY | 35,987 | $527K | 0.0% | -22.3% | 0.014% | |
7/22/2025 | Global Assets Advisory LLC | 11,105 | $161K | 0.1% | N/A | 0.004% | |
7/22/2025 | Grimes & Company Inc. | 19,005 | $278K | 0.0% | -27.8% | 0.007% | |
7/22/2025 | Signature Wealth Management Partners LLC | 12,920 | $189K | 0.1% | +15.6% | 0.005% | |
7/21/2025 | Abundance Wealth Counselors | 76,558 | $1.12M | 0.2% | +9.9% | 0.029% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 8,000 | $117K | 0.0% | -44.2% | 0.003% | |
7/18/2025 | Generali Investments CEE investicni spolecnost a.s. | 68,630 | $1.01M | 0.1% | +5.0% | 0.026% | |
7/18/2025 | Truist Financial Corp | 18,568 | $272K | 0.0% | -46.5% | 0.007% | |
7/18/2025 | Union Bancaire Privee UBP SA | 41,919 | $614K | 0.0% | +5.1% | 0.016% | |
7/17/2025 | HB Wealth Management LLC | 193,875 | $2.84M | 0.0% | -22.8% | 0.073% | |
7/17/2025 | Janney Montgomery Scott LLC | 85,833 | $1.26M | 0.0% | -28.4% | 0.032% | |
7/17/2025 | Albion Financial Group UT | 69,834 | $1.02M | 0.1% | +5.7% | 0.026% | |
7/17/2025 | Sound Income Strategies LLC | 3,313,649 | $48.55M | 2.8% | +4.1% | 1.244% | |
7/17/2025 | GraniteShares Advisors LLC | 184,735 | $2.71M | 1.7% | +6.7% | 0.069% | |
7/16/2025 | Prairiewood Capital LLC | 341,092 | $5.00M | 1.9% | +6.2% | 0.128% | |
7/16/2025 | Signaturefd LLC | 75,686 | $1.11M | 0.0% | -17.8% | 0.028% | |
7/16/2025 | Colton Groome Financial Advisors LLC | 10,165 | $149K | 0.1% | N/A | 0.004% | |
7/16/2025 | Perigon Wealth Management LLC | 11,894 | $174K | 0.0% | +9.0% | 0.004% | |
7/15/2025 | Riverbridge Partners LLC | 45,840 | $672K | 0.0% | +3.6% | 0.017% | |
7/15/2025 | Accurate Wealth Management LLC | 55,590 | $839K | 0.1% | +11.2% | 0.021% | |
7/15/2025 | Family Wealth Partners LLC | 35,356 | $518K | 0.2% | +83.1% | 0.013% | |
7/14/2025 | AdvisorNet Financial Inc | 18,636 | $273K | 0.0% | +12.0% | 0.007% | |
7/14/2025 | Border to Coast Pensions Partnership Ltd | 850,000 | $12.45M | 0.2% | +6.3% | 0.319% | |
7/11/2025 | Eagle Bay Advisors LLC | 261,033 | $3.82M | 3.2% | +0.3% | 0.098% | |
7/11/2025 | Mandatum Life Insurance Co Ltd | 35,566 | $521K | 0.1% | -23.4% | 0.013% | |
7/9/2025 | Pallas Capital Advisors LLC | 45,346 | $664K | 0.0% | +3.0% | 0.017% | |
7/9/2025 | Triumph Capital Management | 52,018 | $762K | 0.2% | +2.0% | 0.020% | |
7/9/2025 | Silverberg Bernstein Capital Management LLC | 86,200 | $1.26M | 0.9% | +36.4% | 0.032% | |
7/8/2025 | Adams Asset Advisors LLC | 137,723 | $2.02M | 0.3% | +71.7% | 0.052% | |
7/8/2025 | Parallel Advisors LLC | 241,741 | $3.54M | 0.1% | +10.5% | 0.091% | |
7/7/2025 | RDA Financial Network | 34,367 | $503K | 0.1% | -3.9% | 0.013% | |
7/2/2025 | Neville Rodie & Shaw Inc. | 53,238 | $780K | 0.1% | -14.4% | 0.020% | |
7/1/2025 | Confluence Investment Management LLC | 451,191 | $6.61M | 0.1% | +29.0% | 0.169% | |
6/27/2025 | Goldman Sachs Group Inc. | 82,284 | $1.25M | 0.0% | -86.5% | 0.031% | |
5/28/2025 | Strs Ohio | 15,380,696 | $232.86M | 1.0% | N/A | 5.774% | |
5/27/2025 | Advisors Capital Management LLC | 326,292 | $4.94M | 0.1% | -1.7% | 0.122% | |
5/21/2025 | Geneos Wealth Management Inc. | 41,942 | $635K | 0.0% | +5.1% | 0.016% | |
5/20/2025 | Focus Partners Wealth | 33,355 | $505K | 0.0% | +24.9% | 0.013% | |
5/20/2025 | Anchor Investment Management LLC | 279,423 | $4.23M | 0.4% | +1.9% | 0.105% | |
5/19/2025 | Jane Street Group LLC | 28,518 | $432K | 0.0% | -81.0% | 0.011% | |
5/19/2025 | SCS Capital Management LLC | 422,846 | $6.40M | 0.1% | N/A | 0.159% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 428,715 | $6.49M | 0.0% | N/A | 0.161% | |
5/16/2025 | Empowered Funds LLC | 27,411 | $415K | 0.0% | +140.0% | 0.010% | |
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5/16/2025 | Northeast Financial Consultants Inc | 4,120,043 | $62.38M | 2.8% | +60.4% | 1.547% | |
5/16/2025 | Goldman Sachs Group Inc. | 82,284 | $1.25M | 0.0% | -86.5% | 0.031% | |
5/16/2025 | Plancorp LLC | 20,076 | $304K | 0.0% | N/A | 0.008% | |
5/16/2025 | NewEdge Advisors LLC | 43,534 | $659K | 0.0% | +19.7% | 0.016% | |
5/16/2025 | Millennium Management LLC | 1,528,608 | $23.14M | 0.0% | -19.9% | 0.574% | |
5/16/2025 | Advisors Asset Management Inc. | 176,439 | $2.67M | 0.1% | +8.2% | 0.066% | |
5/16/2025 | AlphaQ Advisors LLC | 17,886 | $271K | 0.6% | N/A | 0.007% | |
5/15/2025 | Promethium Advisors LLC | 22,100 | $335K | 0.2% | +51.4% | 0.008% | |
5/15/2025 | Ares Management LLC | 2,498,802 | $37.83M | 2.3% | -12.1% | 0.938% | |
5/15/2025 | EP Wealth Advisors LLC | 145,855 | $2.21M | 0.0% | -14.1% | 0.055% | |