5/16/2024 | California State Teachers Retirement System | 824 | $25K | 0.0% | -38.9% | 0.007% | |
5/10/2024 | Vanguard Group Inc. | 428,302 | $13.00M | 0.0% | +2.9% | 3.713% | |
5/8/2024 | Russell Investments Group Ltd. | 67,351 | $2.05M | 0.0% | +21.9% | 0.584% | |
5/7/2024 | Empowered Funds LLC | 21,633 | $657K | 0.0% | +7.9% | 0.188% | |
5/1/2024 | BNP Paribas Financial Markets | 4,093 | $124K | 0.0% | +97.2% | 0.035% | |
4/22/2024 | Strategic Financial Concepts LLC | 14,775 | $449K | 0.1% | N/A | 0.128% | |
|
3/14/2024 | Leo Wealth LLC | 9,460 | $318K | 0.0% | N/A | 0.082% | |
2/8/2024 | Beacon Pointe Advisors LLC | 164,211 | $5.52M | 0.1% | +1,436.7% | 1.424% | |
2/5/2024 | Russell Investments Group Ltd. | 55,240 | $1.86M | 0.0% | -8.3% | 0.479% | |
1/24/2024 | Arkadios Wealth Advisors | 266,021 | $8.94M | 0.8% | -1.6% | 2.307% | |
1/12/2024 | SG Americas Securities LLC | 4,461 | $150K | 0.0% | +20.6% | 0.039% | |
11/13/2023 | Acadian Asset Management LLC | 29,736 | $851K | 0.0% | -12.2% | 0.258% | |
10/13/2023 | SG Americas Securities LLC | 3,698 | $106K | 0.0% | N/A | 0.032% | |
10/13/2023 | Arkadios Wealth Advisors | 270,221 | $7.75M | 0.7% | -1.7% | 2.336% | |
9/21/2023 | Barclays PLC | 12,764 | $346K | 0.0% | -16.0% | 0.110% | |
8/10/2023 | Russell Investments Group Ltd. | 52,276 | $1.42M | 0.0% | +1.6% | 0.452% | |
8/7/2023 | Acadian Asset Management LLC | 33,849 | $916K | 0.0% | -31.8% | 0.287% | |
8/3/2023 | Barclays PLC | 12,764 | $346K | 0.0% | -16.0% | 0.108% | |
7/31/2023 | LPL Financial LLC | 23,202 | $628K | 0.0% | -14.6% | 0.197% | |
7/27/2023 | EA Series Trust | 16,908 | $458K | 0.0% | N/A | 0.143% | |
7/24/2023 | Rice Hall James & Associates LLC | 40,891 | $1.11M | 0.1% | -10.2% | 0.347% | |
5/12/2023 | Rice Hall James & Associates LLC | 45,512 | $1.27M | 0.1% | -41.3% | 0.381% | |
5/11/2023 | Acadian Asset Management LLC | 49,659 | $1.38M | 0.0% | -15.6% | 0.416% | |
5/11/2023 | Icon Wealth Partners LLC | 4,443 | $124K | 0.0% | N/A | 0.037% | |
5/9/2023 | Russell Investments Group Ltd. | 51,432 | $1.43M | 0.0% | +35.4% | 0.431% | |
5/8/2023 | Federated Hermes Inc. | 10,772 | $300K | 0.0% | -19.2% | 0.090% | |
5/4/2023 | Barclays PLC | 15,203 | $423K | 0.0% | +12.7% | 0.127% | |
5/2/2023 | LSV Asset Management | 28,696 | $800K | 0.0% | +1,095.7% | 0.241% | |
5/2/2023 | Leo Brokerage LLC | 9,405 | $262K | 0.0% | N/A | 0.079% | |
5/2/2023 | Arkadios Wealth Advisors | 289,044 | $8.06M | 1.0% | -0.7% | 2.423% | |
2/8/2023 | Raymond James Financial Services Advisors Inc. | 15,384 | $533K | 0.0% | +25.1% | 0.129% | |
2/8/2023 | LSV Asset Management | 2,400 | $83K | 0.0% | N/A | 0.020% | |
2/8/2023 | Russell Investments Group Ltd. | 37,975 | $1.32M | 0.0% | -8.7% | 0.318% | |
2/7/2023 | LPL Financial LLC | 28,542 | $989K | 0.0% | -3.4% | 0.239% | |
2/2/2023 | SG Americas Securities LLC | 3,015 | $104K | 0.0% | N/A | 0.025% | |
1/27/2023 | Rice Hall James & Associates LLC | 77,598 | $2.69M | 0.2% | -4.0% | 0.650% | |
1/11/2023 | Arkadios Wealth Advisors | 291,044 | $10.08M | 1.3% | -0.3% | 2.438% | |
11/15/2022 | Federated Hermes Inc. | 35,262 | $1.22M | 0.0% | -3.9% | 0.295% | |
11/4/2022 | Russell Investments Group Ltd. | 41,614 | $1.44M | 0.0% | +4.8% | 0.344% | |
11/3/2022 | Barclays PLC | 12,040 | $417K | 0.0% | +4.6% | 0.100% | |
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11/1/2022 | Rice Hall James & Associates LLC | 80,805 | $2.80M | 0.2% | +0.8% | 0.669% | |
10/26/2022 | Allspring Global Investments Holdings LLC | 1,172 | $40K | 0.0% | +300.0% | 0.010% | |
10/21/2022 | Arkadios Wealth Advisors | 292,044 | $10.10M | 1.5% | -0.5% | 2.416% | |
8/19/2022 | rhino investment partners Inc | 80,616 | $2.92M | 1.3% | +18.6% | 0.667% | |
8/11/2022 | rhino investment partners Inc | 29,835 | $2.92M | 1.3% | -56.1% | 0.247% | |
8/11/2022 | Martingale Asset Management L P | 7,388 | $269K | 0.0% | +13.8% | 0.061% | |
8/8/2022 | Rice Hall James & Associates LLC | 80,138 | $2.91M | 0.1% | +23.0% | 0.663% | |
7/29/2022 | SG Americas Securities LLC | 3,373 | $122K | 0.0% | N/A | 0.028% | |
7/29/2022 | Russell Investments Group Ltd. | 39,724 | $1.44M | 0.0% | +29.9% | 0.329% | |
7/20/2022 | Monarch Partners Asset Management LLC | 97,577 | $3.54M | 1.0% | -12.6% | 0.807% | |
7/14/2022 | Arkadios Wealth Advisors | 293,632 | $10.64M | 1.6% | +69.3% | 2.429% | |
6/30/2022 | Amalgamated Bank | 966 | $34K | 0.0% | N/A | 0.008% | |
5/12/2022 | Martingale Asset Management L P | 6,493 | $228K | 0.0% | +10.4% | 0.054% | |
5/12/2022 | Acadian Asset Management LLC | 50,265 | $1.76M | 0.0% | +2.7% | 0.416% | |
5/6/2022 | Index Fund Advisors Inc. | 51,640 | $1.81M | 0.1% | N/A | 0.427% | |
5/6/2022 | Monarch Partners Asset Management LLC | 111,667 | $3.91M | 0.9% | +18.7% | 0.924% | |
5/5/2022 | Rice Hall James & Associates LLC | 44,404 | $1.55M | 0.1% | -31.8% | 0.367% | |
5/5/2022 | Russell Investments Group Ltd. | 30,591 | $1.07M | 0.0% | -18.0% | 0.253% | |
5/4/2022 | rhino investment partners Inc | 67,964 | $2.38M | 1.1% | N/A | 0.562% | |
5/3/2022 | Leo Brokerage LLC | 7,700 | $270K | 0.0% | N/A | 0.064% | |
5/2/2022 | Steward Partners Investment Advisory LLC | 1,958 | $69K | 0.0% | N/A | 0.016% | |
5/2/2022 | Arkadios Wealth Advisors | 173,483 | $6.07M | 0.8% | +1.4% | 1.435% | |
4/25/2022 | Index Fund Advisors Inc. | 51,640 | $1.81M | 1.5% | N/A | 0.427% | |
2/15/2022 | Maltese Capital Management LLC | 81,750 | $3.07M | 0.5% | +81.7% | 0.676% | |
2/14/2022 | Rice Hall James & Associates LLC | 65,079 | $2.45M | 0.1% | +46.9% | 0.538% | |
2/10/2022 | Acadian Asset Management LLC | 48,928 | $1.84M | 0.0% | +4.1% | 0.405% | |
2/9/2022 | BNP Paribas Arbitrage SA | 3,675 | $138K | 0.0% | +74.7% | 0.030% | |
2/9/2022 | Dimensional Fund Advisors LP | 215,816 | $8.11M | 0.0% | -0.5% | 1.786% | |
2/8/2022 | Northern Trust Corp | 70,740 | $2.66M | 0.0% | -2.3% | 0.585% | |
2/4/2022 | VeraBank N.A. | 5,437 | $204K | 0.1% | N/A | 0.045% | |
2/3/2022 | Advisor Group Holdings Inc. | 1,731 | $65K | 0.0% | +108.1% | 0.014% | |
2/3/2022 | Monarch Partners Asset Management LLC | 94,107 | $3.54M | 0.7% | +7.0% | 0.779% | |
2/3/2022 | Arkadios Wealth Advisors | 171,009 | $6.43M | 0.9% | -4.1% | 1.415% | |
1/21/2022 | Russell Investments Group Ltd. | 37,322 | $1.40M | 0.0% | +10.9% | 0.309% | |
1/20/2022 | McNaughton Wealth Management LLC | 5,500 | $212K | 0.1% | N/A | 0.045% | |
11/17/2021 | Deprince Race & Zollo Inc. | 121,284 | $4.35M | 0.1% | +10.8% | 1.003% | |
11/16/2021 | Two Sigma Advisers LP | 9,770 | $350K | 0.0% | -11.7% | 0.081% | |
11/16/2021 | Maltese Capital Management LLC | 45,000 | $1.61M | 0.3% | N/A | 0.372% | |
11/16/2021 | Metropolitan Life Insurance Co NY | 2,199 | $79K | 0.0% | N/A | 0.018% | |
11/15/2021 | Marshall Wace LLP | 11,580 | $415K | 0.0% | +13.4% | 0.096% | |
11/15/2021 | Dimensional Fund Advisors LP | 216,968 | $7.78M | 0.0% | +3.0% | 1.795% | |
11/15/2021 | Martingale Asset Management L P | 5,883 | $211K | 0.0% | N/A | 0.049% | |
11/12/2021 | Renaissance Technologies LLC | 57,069 | $2.05M | 0.0% | -22.3% | 0.472% | |
11/12/2021 | The Manufacturers Life Insurance Company | 5,845 | $210K | 0.0% | -9.9% | 0.048% | |
11/12/2021 | Geode Capital Management LLC | 148,797 | $5.33M | 0.0% | -0.8% | 1.231% | |
11/10/2021 | Goldman Sachs Group Inc. | 22,375 | $802K | 0.0% | -2.9% | 0.185% | |
11/10/2021 | Citigroup Inc. | 912 | $33K | 0.0% | +140.0% | 0.008% | |
11/9/2021 | Rice Hall James & Associates LLC | 44,296 | $1.59M | 0.1% | -0.6% | 0.367% | |
11/9/2021 | Barclays PLC | 13,049 | $468K | 0.0% | +1,190.7% | 0.108% | |
11/9/2021 | BlackRock Inc. | 571,096 | $20.47M | 0.0% | -1.0% | 4.728% | |
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11/8/2021 | Russell Investments Group Ltd. | 33,660 | $1.21M | 0.0% | -7.5% | 0.279% | |
11/5/2021 | Advisor Group Holdings Inc. | 832 | $30K | 0.0% | +141.9% | 0.007% | |
11/4/2021 | Monarch Partners Asset Management LLC | 87,963 | $3.15M | 0.5% | +35.4% | 0.728% | |
11/1/2021 | SG Americas Securities LLC | 5,252 | $188K | 0.0% | N/A | 0.044% | |
10/28/2021 | WINTON GROUP Ltd | 10,811 | $388K | 0.0% | +2.8% | 0.090% | |
10/19/2021 | Arkadios Wealth Advisors | 178,314 | $6.39M | 0.9% | +47.0% | 1.479% | |
8/25/2021 | Marshall Wace LLP | 10,216 | $348K | 0.0% | N/A | 0.085% | |
8/16/2021 | Squarepoint Ops LLC | 6,930 | $236K | 0.0% | N/A | 0.057% | |
8/16/2021 | California State Teachers Retirement System | 11,068 | $377K | 0.0% | -4.4% | 0.092% | |
8/16/2021 | First Trust Advisors LP | 6,252 | $213K | 0.0% | +6.5% | 0.052% | |