8/1/2025 | Oarsman Capital Inc. | 5,885 | $4.34M | 0.7% | +8.8% | 0.000% | |
8/1/2025 | Bank of Jackson Hole Trust | 2,749 | $2.03M | 1.2% | +15.6% | 0.000% | |
8/1/2025 | Motco | 23,991 | $18.56M | 1.8% | +12.6% | 0.001% | |
8/1/2025 | JDH Wealth Management LLC | 503 | $371K | 0.3% | -18.5% | 0.000% | |
8/1/2025 | Fire Capital Management LLC | 1,189 | $878K | 0.6% | -25.8% | 0.000% | |
8/1/2025 | Jennison Associates LLC | 12,444,957 | $9.19B | 5.4% | -5.5% | 0.495% | |
8/1/2025 | Biltmore Family Office LLC | 3,321 | $2.45M | 0.4% | +2.2% | 0.000% | |
8/1/2025 | Markel Group Inc. | 280,281 | $206.87M | 1.7% | +0.1% | 0.011% | |
8/1/2025 | Auto Owners Insurance Co | 170,300 | $125.70M | 2.8% | +420.0% | 0.007% | |
8/1/2025 | First Pacific Advisors LP | 777,005 | $573.50M | 8.2% | -0.7% | 0.031% | |
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8/1/2025 | Milestone Asset Management Group LLC | 4,237 | $3.13M | 2.3% | -6.3% | 0.000% | |
8/1/2025 | SwitchPoint Financial Planning LLC | 413 | $305K | 0.2% | +8.4% | 0.000% | |
8/1/2025 | James Investment Research Inc. | 18,516 | $13.67M | 1.6% | -0.5% | 0.001% | |
8/1/2025 | Providence First Trust Co | 4,536 | $3.35M | 1.2% | -0.4% | 0.000% | |
8/1/2025 | Planning Directions Inc. | 302 | $223K | 0.1% | -22.4% | 0.000% | |
8/1/2025 | Redmond Asset Management LLC | 3,444 | $2.54M | 0.6% | -8.4% | 0.000% | |
8/1/2025 | General American Investors Co. Inc. | 32,000 | $23.62M | 1.5% | +18.5% | 0.001% | |
8/1/2025 | Fairfield Financial Advisors LTD | 2,743 | $2.03M | 0.7% | +50.0% | 0.000% | |
8/1/2025 | Capital Investment Counsel LLC | 574 | $424K | 0.1% | -24.0% | 0.000% | |
8/1/2025 | New York Life Investment Management LLC | 296,545 | $218.88M | 2.0% | +0.8% | 0.012% | |
8/1/2025 | Pavion Blue Capital LLC | 873 | $644K | 0.3% | +2.9% | 0.000% | |
8/1/2025 | Private Wealth Partners LLC | 8,250 | $6.09M | 0.5% | +2.4% | 0.000% | |
8/1/2025 | Boyd Watterson Asset Management LLC OH | 1,253 | $925K | 0.3% | -2.6% | 0.000% | |
8/1/2025 | Integral Investment Advisors Inc. | 5,279 | $3.90M | 1.1% | +12.7% | 0.000% | |
8/1/2025 | Howard Capital Management Inc. | 80,957 | $59.75M | 0.7% | +8.0% | 0.003% | |
8/1/2025 | Reliant Investment Partners LLC | 1,456 | $1.08M | 0.9% | +2.8% | 0.000% | |
8/1/2025 | Wincap Financial LLC | 2,424 | $1.79M | 1.4% | +275.8% | 0.000% | |
8/1/2025 | First National Trust Co | 50,994 | $37.64M | 1.4% | -4.6% | 0.002% | |
8/1/2025 | Redwood Park Advisors LLC | 23,895 | $17.64M | 12.0% | +3.4% | 0.001% | |
8/1/2025 | Purkiss Capital Advisors LLC | 2,213 | $1.63M | 0.9% | +175.9% | 0.000% | |
8/1/2025 | Clark Asset Management LLC | 3,060 | $2.26M | 0.3% | -11.6% | 0.000% | |
8/1/2025 | Motley Fool Asset Management LLC | 107,911 | $79.65M | 3.7% | +13.0% | 0.004% | |
8/1/2025 | GPM Growth Investors Inc. | 7,819 | $5.77M | 2.3% | +1.2% | 0.000% | |
8/1/2025 | May Hill Capital LLC | 5,285 | $3.90M | 1.3% | +6.7% | 0.000% | |
8/1/2025 | Petra Financial Advisors Inc. | 518 | $382K | 0.2% | -41.5% | 0.000% | |
8/1/2025 | Equita Financial Network Inc. | 672 | $496K | 0.2% | -18.9% | 0.000% | |
8/1/2025 | Logan Capital Management Inc. | 73,991 | $54.61M | 2.5% | -12.6% | 0.003% | |
8/1/2025 | GWN Securities Inc. | 7,276 | $5.40M | 1.0% | -70.9% | 0.000% | |
8/1/2025 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 12,556 | $9.27M | 0.8% | +63.8% | 0.000% | |
8/1/2025 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 426,598 | $314.87M | 2.9% | +21.0% | 0.017% | |
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8/1/2025 | Alexander Labrunerie & CO. Inc. | 1,631 | $1.20M | 0.5% | +2.9% | 0.000% | |
8/1/2025 | Advisory Alpha LLC | 9,530 | $7.04M | 0.2% | +13.0% | 0.000% | |
8/1/2025 | Rossby Financial LCC | 3,124 | $2.31M | 0.9% | +16.6% | 0.000% | |
8/1/2025 | Facet Wealth Inc. | 12,977 | $10.04M | 0.2% | +10.7% | 0.001% | |
8/1/2025 | Jericho Financial LLP | 11,069 | $8.17M | 5.4% | -2.4% | 0.000% | |
8/1/2025 | Shilanski & Associates Inc. | 4,044 | $2.99M | 0.9% | +1.1% | 0.000% | |
8/1/2025 | Lipe & Dalton | 2,796 | $2.06M | 1.1% | +1.9% | 0.000% | |
8/1/2025 | Guinness Atkinson Asset Management Inc | 10,332 | $7.63M | 4.0% | -7.3% | 0.000% | |
8/1/2025 | Liberty Wealth Management LLC | 4,766 | $3.52M | 0.6% | +7.2% | 0.000% | |
8/1/2025 | Guinness Asset Management LTD | 74,013 | $54.63M | 1.0% | -2.0% | 0.003% | |
8/1/2025 | Wealth Watch Advisors INC | 871 | $643K | 0.4% | N/A | 0.000% | |
8/1/2025 | AustralianSuper Pty Ltd | 566,577 | $418.19M | 2.1% | -10.2% | 0.023% | |
8/1/2025 | Teacher Retirement System of Texas | 659,320 | $486.64M | 2.0% | -9.9% | 0.026% | |
8/1/2025 | Transcend Capital Advisors LLC | 15,878 | $11.72M | 0.9% | -19.5% | 0.001% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 3,339 | $2.47M | 0.1% | +1.8% | 0.000% | |
8/1/2025 | Penobscot Wealth Management | 353 | $260K | 0.1% | -3.8% | 0.000% | |
8/1/2025 | Convergence Investment Partners LLC | 11,968 | $8.83M | 2.2% | -0.5% | 0.000% | |
8/1/2025 | Academy Capital Management | 96,216 | $71.02M | 10.1% | +1.8% | 0.004% | |
8/1/2025 | Bessemer Group Inc. | 2,521,831 | $1.86B | 3.0% | +4.7% | 0.100% | |
8/1/2025 | Koss Olinger Consulting LLC | 6,094 | $4.50M | 0.4% | +21.3% | 0.000% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 730 | $539K | 0.1% | +4.6% | 0.000% | |
8/1/2025 | Brookwood Investment Group LLC | 17,428 | $12.86M | 2.1% | +6.1% | 0.001% | |
8/1/2025 | Yukon Wealth Management Inc. | 1,078 | $796K | 0.3% | +14.3% | 0.000% | |
8/1/2025 | GoalVest Advisory LLC | 517 | $382K | 0.1% | +35.7% | 0.000% | |
8/1/2025 | First Command Advisory Services Inc. | 2,824 | $2.08M | 0.0% | +2.4% | 0.000% | |
8/1/2025 | Pasadena Private Wealth LLC | 997 | $736K | 0.1% | +9.8% | 0.000% | |
8/1/2025 | Cryder Capital Partners LLP | 303,395 | $223.93M | 12.6% | +6.5% | 0.012% | |
8/1/2025 | Banco Santander S.A. | 277,001 | $204.45M | 1.9% | +6.3% | 0.011% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 38,941 | $28.74M | 1.0% | +6.9% | 0.002% | |
8/1/2025 | Solstein Capital LLC | 804 | $593K | 0.3% | +131.0% | 0.000% | |
8/1/2025 | Hoffman Alan N Investment Management | 474 | $350K | 0.2% | N/A | 0.000% | |
8/1/2025 | Twin Lakes Capital Management LLC | 4,396 | $3.24M | 1.6% | -0.5% | 0.000% | |
8/1/2025 | Delta Investment Management LLC | 2,312 | $1.71M | 0.3% | -7.5% | 0.000% | |
8/1/2025 | Riverwater Partners LLC | 1,009 | $745K | 0.4% | +13.9% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 2,880,603 | $2.13B | 0.6% | +12.8% | 0.115% | |
8/1/2025 | Chilton Capital Management LLC | 139,038 | $102.62M | 3.7% | +11.8% | 0.006% | |
7/31/2025 | Nisa Investment Advisors LLC | 629,120 | $464.35M | 2.1% | +2.1% | 0.025% | |
7/31/2025 | Resonant Capital Advisors LLC | 12,878 | $9.51M | 0.6% | +17.8% | 0.001% | |
7/31/2025 | Hixon Zuercher LLC | 8,179 | $6.04M | 2.0% | -0.7% | 0.000% | |
7/31/2025 | Wealthfront Advisers LLC | 313,777 | $231.60M | 0.6% | +2.4% | 0.012% | |
7/31/2025 | New Hampshire Trust | 8,816 | $6.51M | 1.4% | +0.7% | 0.000% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 107,291 | $79.19M | 0.9% | +8.0% | 0.004% | |
7/31/2025 | Perissos Private Wealth Management LLC | 1,377 | $1.02M | 0.8% | N/A | 0.000% | |
7/31/2025 | Atlatl Advisers LLC | 1,652 | $1.22M | 0.6% | -1.4% | 0.000% | |
7/31/2025 | Prudent Man Advisors LLC | 1,967 | $1.45M | 0.5% | +33.7% | 0.000% | |
7/31/2025 | Topsail Wealth Management LLC | 3,241 | $2.39M | 0.4% | +1.8% | 0.000% | |
7/31/2025 | Optimum Investment Advisors | 6,557 | $4.84M | 2.1% | +0.2% | 0.000% | |
7/31/2025 | VestGen Investment Management | 1,930 | $1.43M | 1.0% | +3.0% | 0.000% | |
7/31/2025 | Ballast Advisors LLC | 4,009 | $2.96M | 0.9% | +1.8% | 0.000% | |
7/31/2025 | University of Texas Texas AM Investment Management Co. | 15,174 | $11.20M | 1.8% | -16.8% | 0.001% | |
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7/31/2025 | Conservest Capital Advisors Inc. | 1,532 | $1.13M | 0.1% | +2.5% | 0.000% | |
7/31/2025 | Fiduciary Wealth Partners LLC | 771 | $569K | 0.5% | +48.3% | 0.000% | |
7/31/2025 | Ingalls & Snyder LLC | 46,556 | $34.36M | 1.2% | +4.9% | 0.002% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 5,538 | $4.09M | 1.7% | -4.4% | 0.000% | |
7/31/2025 | Darden Wealth Group Inc | 2,862 | $2.11M | 1.3% | +55.0% | 0.000% | |
7/31/2025 | Whipplewood Advisors LLC | 1,322 | $976K | 0.5% | -3.2% | 0.000% | |
7/31/2025 | Schneider Downs Wealth Management Advisors LP | 1,136 | $838K | 0.1% | -12.4% | 0.000% | |
7/31/2025 | FSR Wealth Management Ltd. | 2,973 | $2.20M | 2.8% | -1.4% | 0.000% | |
7/31/2025 | Interchange Capital Partners LLC | 6,790 | $5.01M | 1.2% | +0.8% | 0.000% | |
7/31/2025 | Heirloom Wealth Management | 19,338 | $14.27M | 3.8% | +2.0% | 0.001% | |