8/1/2025 | Teacher Retirement System of Texas | 8,538 | $439K | 0.0% | +5.5% | 0.024% | |
8/1/2025 | Envestnet Asset Management Inc. | 10,281 | $529K | 0.0% | -28.7% | 0.029% | |
7/31/2025 | Brighton Jones LLC | 5,507 | $283K | 0.0% | N/A | 0.015% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 17,446 | $897K | 0.2% | -6.5% | 0.049% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 4,320 | $222K | 0.0% | N/A | 0.012% | |
7/31/2025 | Moloney Securities Asset Management LLC | 40,166 | $2.07M | 0.3% | +5.0% | 0.112% | |
7/31/2025 | 180 Wealth Advisors LLC | 113,548 | $5.84M | 0.8% | +11.4% | 0.316% | |
7/31/2025 | Carnegie Investment Counsel | 165,685 | $8.52M | 0.2% | N/A | 0.461% | |
7/29/2025 | Alpha Wealth Funds LLC | 17,500 | $846K | 0.7% | -56.3% | 0.049% | |
7/29/2025 | VIRGINIA RETIREMENT SYSTEMS ET Al | 4,400 | $226K | 0.0% | N/A | 0.012% | |
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7/28/2025 | Allianz Asset Management GmbH | 119,876 | $6.16M | 0.0% | N/A | 0.333% | |
7/25/2025 | CWM LLC | 31,239 | $1.61M | 0.0% | +37.5% | 0.087% | |
7/25/2025 | Concurrent Investment Advisors LLC | 16,028 | $824K | 0.0% | N/A | 0.045% | |
7/24/2025 | Aberdeen Group plc | 210,117 | $10.80M | 0.0% | -26.2% | 0.584% | |
7/24/2025 | Blair William & Co. IL | 5,088 | $262K | 0.0% | N/A | 0.014% | |
7/23/2025 | Trifecta Capital Advisors LLC | 11,400 | $586K | 0.1% | N/A | 0.032% | |
7/23/2025 | Slow Capital Inc. | 142,840 | $7.35M | 0.9% | +5.1% | 0.397% | |
7/21/2025 | Ameriflex Group Inc. | 20,655 | $1.02M | 0.5% | +19.7% | 0.057% | |
7/16/2025 | Crown Wealth Group LLC | 8,986 | $462K | 0.2% | +5.9% | 0.025% | |
7/16/2025 | A. D. Beadell Investment Counsel Inc. | 12,724 | $654K | 0.5% | -18.9% | 0.035% | |
7/16/2025 | Dakota Wealth Management | 51,647 | $2.66M | 0.1% | N/A | 0.144% | |
7/16/2025 | Perigon Wealth Management LLC | 17,735 | $912K | 0.0% | +17.0% | 0.049% | |
7/11/2025 | Farther Finance Advisors LLC | 816 | $42K | 0.0% | +768.1% | 0.002% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 34,195 | $1.76M | 0.0% | +21.4% | 0.095% | |
7/9/2025 | Pallas Capital Advisors LLC | 9,330 | $480K | 0.0% | -7.1% | 0.026% | |
7/8/2025 | Parallel Advisors LLC | 2,313 | $119K | 0.0% | +24.1% | 0.006% | |
7/7/2025 | Wesbanco Bank Inc. | 44,500 | $2.29M | 0.1% | +39.1% | 0.124% | |
7/7/2025 | Douglas Lane & Associates LLC | 168,646 | $8.67M | 0.1% | -0.8% | 0.469% | |
6/27/2025 | Goldman Sachs Group Inc. | 25,929 | $662K | 0.0% | -39.0% | 0.072% | |
5/29/2025 | Rhumbline Advisers | 25,268 | $645K | 0.0% | -1.1% | 0.070% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 92,465 | $2.36M | 0.0% | +37.4% | 0.262% | |
5/16/2025 | Goldman Sachs Group Inc. | 25,929 | $662K | 0.0% | -39.0% | 0.073% | |
5/16/2025 | Scientech Research LLC | 25,214 | $644K | 0.2% | N/A | 0.071% | |
5/16/2025 | Sessa Capital IM L.P. | 1,918,276 | $48.99M | 1.9% | -36.1% | 5.435% | |
5/16/2025 | NewEdge Advisors LLC | 1,760 | $45K | 0.0% | +390.3% | 0.005% | |
5/16/2025 | Newtyn Management LLC | 232,297 | $5.93M | 0.9% | -41.9% | 0.658% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,835 | $76K | 0.0% | +28.2% | 0.008% | |
5/16/2025 | Jacobs Levy Equity Management Inc. | 83,581 | $2.14M | 0.0% | -91.8% | 0.237% | |
5/16/2025 | Bosun Asset Management LLC | 22,147 | $566K | 0.2% | -8.7% | 0.063% | |
5/16/2025 | AQR Capital Management LLC | 1,337,163 | $33.99M | 0.0% | +61.0% | 3.788% | |
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5/15/2025 | Royal Bank of Canada | 88,082 | $2.25M | 0.0% | +17.7% | 0.250% | |
5/15/2025 | MAI Capital Management | 4,120 | $105K | 0.0% | -31.4% | 0.012% | |
5/15/2025 | Quarry LP | 2,148 | $55K | 0.0% | +1,965.4% | 0.006% | |
5/15/2025 | State of Wyoming | 85,408 | $2.18M | 0.3% | +65.0% | 0.242% | |
5/14/2025 | Ieq Capital LLC | 28,309 | $723K | 0.0% | +42.4% | 0.080% | |
5/14/2025 | Gamco Investors INC. ET AL | 28,000 | $715K | 0.0% | +8.1% | 0.079% | |
5/14/2025 | Rafferty Asset Management LLC | 60,891 | $1.56M | 0.0% | +8.9% | 0.173% | |
5/14/2025 | Wellington Management Group LLP | 21,610 | $552K | 0.0% | -5.5% | 0.061% | |
5/13/2025 | Raymond James Financial Inc. | 121,169 | $3.10M | 0.0% | +354.7% | 0.343% | |
5/13/2025 | American Century Companies Inc. | 17,702 | $452K | 0.0% | +47.6% | 0.050% | |
5/13/2025 | Aberdeen Group plc | 284,735 | $7.27M | 0.0% | +34.9% | 0.807% | |
5/13/2025 | Legal Advantage Investments Inc. | 14,000 | $358K | 0.2% | N/A | 0.040% | |
5/13/2025 | Caitong International Asset Management Co. Ltd | 4,145 | $106K | 0.1% | +211.7% | 0.012% | |
5/13/2025 | Russell Investments Group Ltd. | 12,673 | $324K | 0.0% | -83.7% | 0.036% | |
5/13/2025 | Informed Momentum Co LLC | 73,650 | $1.88M | 0.3% | N/A | 0.209% | |
5/13/2025 | HighTower Advisors LLC | 11,591 | $296K | 0.0% | +5.7% | 0.033% | |
5/12/2025 | Nuveen LLC | 60,343 | $1.54M | 0.0% | N/A | 0.171% | |
5/12/2025 | Virtu Financial LLC | 10,600 | $271K | 0.0% | N/A | 0.030% | |
5/12/2025 | Invesco Ltd. | 60,891 | $1.56M | 0.0% | +35.3% | 0.173% | |
5/12/2025 | Swiss National Bank | 58,600 | $1.50M | 0.0% | +7.5% | 0.166% | |
5/9/2025 | Deutsche Bank AG | 17,846 | $456K | 0.0% | -68.2% | 0.051% | |
5/9/2025 | Ontario Teachers Pension Plan Board | 8,366 | $214K | 0.0% | -78.4% | 0.024% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 24,528 | $626K | 0.0% | +6.9% | 0.069% | |
5/9/2025 | ASR Vermogensbeheer N.V. | 2,976 | $76K | 0.0% | N/A | 0.008% | |
5/9/2025 | Primecap Management Co. CA | 2,051,572 | $52.40M | 0.0% | -1.3% | 5.812% | |
5/9/2025 | Vanguard Group Inc. | 1,499,740 | $38.30M | 0.0% | +3.4% | 4.249% | |
5/9/2025 | Westwood Holdings Group Inc. | 32,584 | $832K | 0.0% | -58.1% | 0.092% | |
5/9/2025 | Manchester Capital Management LLC | 5,209 | $133K | 0.0% | -24.6% | 0.015% | |
5/9/2025 | PNC Financial Services Group Inc. | 6,085 | $155K | 0.0% | +26.1% | 0.017% | |
5/8/2025 | Moors & Cabot Inc. | 15,857 | $405K | 0.0% | +15.9% | 0.045% | |
5/8/2025 | US Bancorp DE | 5,579 | $142K | 0.0% | -25.4% | 0.016% | |
5/8/2025 | Wealthquest Corp | 714,462 | $18.25M | 0.8% | N/A | 2.024% | |
5/8/2025 | Wellington Shields & Co. LLC | 10,339 | $264K | 0.1% | -3.0% | 0.029% | |
5/7/2025 | TCW Group Inc. | 257,613 | $6.58M | 0.1% | -9.7% | 0.730% | |
5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 8,977 | $229K | 0.0% | -23.8% | 0.025% | |
5/6/2025 | Cetera Investment Advisers | 16,508 | $422K | 0.0% | -5.2% | 0.047% | |
5/5/2025 | 1ST Source Bank | 8,487 | $217K | 0.0% | N/A | 0.024% | |
5/2/2025 | Carson Advisory Inc. | 11,500 | $294K | 0.2% | -16.7% | 0.033% | |
5/2/2025 | Signaturefd LLC | 1,876 | $48K | 0.0% | +273.0% | 0.005% | |
5/2/2025 | Slow Capital Inc. | 135,957 | $3.47M | 0.5% | +2.0% | 0.385% | |
5/1/2025 | CWM LLC | 22,715 | $580K | 0.0% | +248.3% | 0.064% | |
5/1/2025 | Westmount Partners LLC | 8,029 | $205K | 0.1% | N/A | 0.023% | |
5/1/2025 | Arizona State Retirement System | 8,627 | $220K | 0.0% | N/A | 0.024% | |
5/1/2025 | B & T Capital Management DBA Alpha Capital Management | 18,650 | $476K | 0.1% | -14.0% | 0.053% | |
4/30/2025 | Cerity Partners LLC | 15,442 | $394K | 0.0% | N/A | 0.044% | |
4/30/2025 | Moloney Securities Asset Management LLC | 38,266 | $977K | 0.1% | +22.1% | 0.108% | |
4/30/2025 | China Universal Asset Management Co. Ltd. | 6,740 | $172K | 0.0% | -5.4% | 0.019% | |
4/29/2025 | Envestnet Asset Management Inc. | 14,429 | $369K | 0.0% | -23.5% | 0.041% | |
4/29/2025 | Bank of New York Mellon Corp | 325,431 | $8.31M | 0.0% | -7.2% | 0.922% | |
4/28/2025 | Teacher Retirement System of Texas | 8,091 | $207K | 0.0% | -38.8% | 0.023% | |
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4/25/2025 | Crown Wealth Group LLC | 8,486 | $217K | 0.1% | N/A | 0.024% | |
4/25/2025 | KBC Group NV | 1,430 | $37K | 0.0% | +187.7% | 0.004% | |
4/23/2025 | Wealthquest Corp | 714,462 | $18.25M | 1.8% | N/A | 2.024% | |
4/23/2025 | S.A. Mason LLC | 1,499 | $38K | 0.0% | +50.1% | 0.004% | |
4/23/2025 | Oppenheimer & Co. Inc. | 12,794 | $327K | 0.0% | +19.9% | 0.036% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 11,715 | $299K | 0.0% | -42.4% | 0.033% | |
4/17/2025 | Exchange Traded Concepts LLC | 17,682 | $452K | 0.0% | -37.7% | 0.052% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 28,163 | $719K | 0.0% | N/A | 0.083% | |
4/16/2025 | Caldwell Sutter Capital Inc. | 1,093 | $28K | 0.0% | N/A | 0.003% | |
4/14/2025 | Pallas Capital Advisors LLC | 10,048 | $257K | 0.0% | N/A | 0.030% | |