8/1/2025 | Oarsman Capital Inc. | 66,290 | $10.47M | 1.6% | +1.7% | 0.000% | |
8/1/2025 | Corrado Advisors LLC | 3,338 | $527K | 0.3% | +12.3% | 0.000% | |
8/1/2025 | Bank of Jackson Hole Trust | 47,481 | $7.50M | 4.3% | +7.2% | 0.000% | |
8/1/2025 | Motco | 109,326 | $17.27M | 1.7% | -0.9% | 0.000% | |
8/1/2025 | JDH Wealth Management LLC | 11,833 | $1.87M | 1.4% | -14.8% | 0.000% | |
8/1/2025 | Fire Capital Management LLC | 109,870 | $17.36M | 11.0% | -1.1% | 0.000% | |
8/1/2025 | Jennison Associates LLC | 90,962,458 | $14.37B | 8.5% | +1.8% | 0.373% | |
8/1/2025 | Biltmore Family Office LLC | 32,675 | $5.16M | 0.9% | +1.3% | 0.000% | |
8/1/2025 | Bull Oak Capital LLC | 1,585 | $250K | 0.1% | N/A | 0.000% | |
8/1/2025 | Mendel Money Management | 3,048 | $482K | 0.2% | -4.1% | 0.000% | |
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8/1/2025 | FSA Advisors Inc. | 17,433 | $2.75M | 2.2% | +1.2% | 0.000% | |
8/1/2025 | PCA Investment Advisory Services Inc. | 23,171 | $3.66M | 1.5% | +19.4% | 0.000% | |
8/1/2025 | Milestone Asset Management Group LLC | 15,739 | $2.49M | 1.8% | +9.2% | 0.000% | |
8/1/2025 | SwitchPoint Financial Planning LLC | 4,530 | $716K | 0.6% | +12.8% | 0.000% | |
8/1/2025 | Ferguson Shapiro LLC | 1,744 | $275K | 0.1% | N/A | 0.000% | |
8/1/2025 | James Investment Research Inc. | 225,631 | $35.65M | 4.2% | -6.6% | 0.001% | |
8/1/2025 | Providence First Trust Co | 45,758 | $7.23M | 2.6% | +16.5% | 0.000% | |
8/1/2025 | Pettee Investors Inc. | 11,486 | $1.82M | 1.1% | -3.0% | 0.000% | |
8/1/2025 | Strategic Financial Services Inc. | 11,357 | $1.79M | 0.1% | +0.6% | 0.000% | |
8/1/2025 | Planning Directions Inc. | 15,962 | $2.52M | 1.4% | -43.4% | 0.000% | |
8/1/2025 | Mizuho Markets Cayman LP | 8,270 | $1.31M | 0.1% | -63.9% | 0.000% | |
8/1/2025 | General American Investors Co. Inc. | 160,979 | $25.43M | 1.6% | +19.8% | 0.001% | |
8/1/2025 | Unconventional Investor LLC | 11,534 | $1.82M | 1.0% | +0.5% | 0.000% | |
8/1/2025 | Zhang Financial LLC | 138,005 | $21.80M | 1.0% | -12.8% | 0.001% | |
8/1/2025 | Fairfield Financial Advisors LTD | 14,549 | $2.30M | 0.8% | +17.7% | 0.000% | |
8/1/2025 | Capital Investment Counsel LLC | 11,113 | $1.76M | 0.3% | -6.8% | 0.000% | |
8/1/2025 | New York Life Investment Management LLC | 3,319,477 | $524.44M | 4.9% | +1.3% | 0.014% | |
8/1/2025 | GGM Financials LLC | 12,283 | $1.94M | 0.4% | -1.8% | 0.000% | |
8/1/2025 | Boyd Watterson Asset Management LLC OH | 27,180 | $4.29M | 1.4% | -9.6% | 0.000% | |
8/1/2025 | Trust Investment Advisors | 34,084 | $5.39M | 3.3% | -4.5% | 0.000% | |
8/1/2025 | Integral Investment Advisors Inc. | 32,048 | $5.06M | 1.4% | +17.1% | 0.000% | |
8/1/2025 | Howard Capital Management Inc. | 786,155 | $124.21M | 1.5% | +34.3% | 0.003% | |
8/1/2025 | Reliant Investment Partners LLC | 89,836 | $14.19M | 12.4% | -0.4% | 0.000% | |
8/1/2025 | Wincap Financial LLC | 32,061 | $5.07M | 4.1% | +118.5% | 0.000% | |
8/1/2025 | First National Trust Co | 544,729 | $86.06M | 3.2% | -5.5% | 0.002% | |
8/1/2025 | Redwood Park Advisors LLC | 635 | $100K | 0.1% | +33.7% | 0.000% | |
8/1/2025 | Vision Financial Markets LLC | 4,587 | $725K | 0.7% | -9.9% | 0.000% | |
8/1/2025 | Purkiss Capital Advisors LLC | 27,154 | $4.29M | 2.4% | +130.1% | 0.000% | |
8/1/2025 | William Allan Corp | 9,942 | $1.57M | 0.9% | +306.6% | 0.000% | |
8/1/2025 | Signet Investment Advisory Group Inc. | 3,625 | $573K | 0.3% | +20.8% | 0.000% | |
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8/1/2025 | Clark Asset Management LLC | 23,953 | $3.78M | 0.5% | +48.1% | 0.000% | |
8/1/2025 | Tevis Investment Management | 23,197 | $3.67M | 2.3% | +21.0% | 0.000% | |
8/1/2025 | Centerpoint Advisors LLC | 17,670 | $2.79M | 0.9% | -18.4% | 0.000% | |
8/1/2025 | Motley Fool Wealth Management LLC | 51,039 | $8.06M | 0.5% | +221.5% | 0.000% | |
8/1/2025 | Motley Fool Asset Management LLC | 965,548 | $152.55M | 7.0% | +11.7% | 0.004% | |
8/1/2025 | May Hill Capital LLC | 35,545 | $5.62M | 1.8% | +12.8% | 0.000% | |
8/1/2025 | Conscious Wealth Investments LLC | 35,192 | $6.18M | 3.9% | -3.7% | 0.000% | |
8/1/2025 | Petra Financial Advisors Inc. | 22,435 | $3.55M | 2.2% | +51.9% | 0.000% | |
8/1/2025 | Equita Financial Network Inc. | 6,745 | $1.07M | 0.4% | -21.9% | 0.000% | |
8/1/2025 | Logan Capital Management Inc. | 102,831 | $16.25M | 0.8% | -24.2% | 0.000% | |
8/1/2025 | GWN Securities Inc. | 72,700 | $11.50M | 2.1% | -75.2% | 0.000% | |
8/1/2025 | Taylor Financial Group Inc. | 4,011 | $634K | 0.4% | -32.2% | 0.000% | |
8/1/2025 | IQ EQ FUND MANAGEMENT IRELAND Ltd | 37,012 | $5.85M | 0.5% | +137.1% | 0.000% | |
8/1/2025 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 4,309,000 | $680.78M | 6.3% | +20.8% | 0.018% | |
8/1/2025 | Alexander Labrunerie & CO. Inc. | 60,090 | $9.49M | 3.9% | -0.1% | 0.000% | |
8/1/2025 | Advisory Alpha LLC | 132,810 | $20.98M | 0.7% | +13.2% | 0.001% | |
8/1/2025 | Rossby Financial LCC | 34,205 | $5.40M | 2.0% | +95.4% | 0.000% | |
8/1/2025 | SYM FINANCIAL Corp | 84,949 | $13.42M | 1.5% | +4.6% | 0.000% | |
8/1/2025 | Facet Wealth Inc. | 39,421 | $6.23M | 0.1% | +31.8% | 0.000% | |
8/1/2025 | Jericho Financial LLP | 46,943 | $7.42M | 4.9% | +0.5% | 0.000% | |
8/1/2025 | Shilanski & Associates Inc. | 39,840 | $6.30M | 1.8% | +0.5% | 0.000% | |
8/1/2025 | Lipe & Dalton | 4,500 | $711K | 0.4% | +5.4% | 0.000% | |
8/1/2025 | United Capital Management of KS Inc. | 79,155 | $12.51M | 2.0% | +12.7% | 0.000% | |
8/1/2025 | Guinness Atkinson Asset Management Inc | 53,150 | $8.40M | 4.4% | -11.7% | 0.000% | |
8/1/2025 | Liberty Wealth Management LLC | 97,088 | $15.34M | 2.4% | -4.3% | 0.000% | |
8/1/2025 | Guinness Asset Management LTD | 364,975 | $57.66M | 1.0% | -2.0% | 0.001% | |
8/1/2025 | Wealth Watch Advisors INC | 9,004 | $1.42M | 0.8% | +107.4% | 0.000% | |
8/1/2025 | AustralianSuper Pty Ltd | 9,409,773 | $1.49B | 7.5% | -0.2% | 0.039% | |
8/1/2025 | Teacher Retirement System of Texas | 7,478,082 | $1.18B | 5.0% | -5.7% | 0.031% | |
8/1/2025 | Cobblestone Capital Advisors LLC NY | 315,232 | $49.80M | 2.5% | +0.4% | 0.001% | |
8/1/2025 | Penobscot Wealth Management | 6,673 | $1.05M | 0.4% | +42.3% | 0.000% | |
8/1/2025 | Convergence Investment Partners LLC | 74,805 | $11.82M | 3.0% | -6.4% | 0.000% | |
8/1/2025 | Bessemer Group Inc. | 22,110,948 | $3.49B | 5.7% | +0.9% | 0.091% | |
8/1/2025 | Koss Olinger Consulting LLC | 124,574 | $19.68M | 1.6% | +2.9% | 0.001% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 76,411 | $12.07M | 2.1% | +42.2% | 0.000% | |
8/1/2025 | Brookwood Investment Group LLC | 268,923 | $42.49M | 6.8% | -1.5% | 0.001% | |
8/1/2025 | Yukon Wealth Management Inc. | 148,562 | $23.47M | 8.4% | +1.8% | 0.001% | |
8/1/2025 | GoalVest Advisory LLC | 37,817 | $5.98M | 1.5% | +6.6% | 0.000% | |
8/1/2025 | Wesleyan Assurance Society | 455,230 | $71.86M | 4.7% | -0.2% | 0.002% | |
8/1/2025 | First Command Advisory Services Inc. | 23,949 | $3.78M | 0.0% | +5.0% | 0.000% | |
8/1/2025 | Banco Santander S.A. | 2,545,583 | $402.18M | 3.8% | -4.5% | 0.010% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 287,999 | $45.50M | 1.6% | -3.9% | 0.001% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 5,293 | $836K | 0.4% | -3.4% | 0.000% | |
8/1/2025 | Solstein Capital LLC | 14,090 | $2.23M | 1.1% | +26.5% | 0.000% | |
8/1/2025 | Hoffman Alan N Investment Management | 12,608 | $1.99M | 1.0% | +13.0% | 0.000% | |
8/1/2025 | Baer Investment Advisory LLC | 17,328 | $2.74M | 3.9% | -9.0% | 0.000% | |
8/1/2025 | Twin Lakes Capital Management LLC | 38,337 | $6.06M | 3.0% | +359.8% | 0.000% | |
8/1/2025 | Delta Investment Management LLC | 32,247 | $5.10M | 1.0% | -21.9% | 0.000% | |
8/1/2025 | Riverwater Partners LLC | 9,597 | $1.52M | 0.7% | +17.3% | 0.000% | |
8/1/2025 | Signature Wealth Management Group | 17,366 | $2.74M | 1.1% | -1.3% | 0.000% | |
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8/1/2025 | Envestnet Asset Management Inc. | 21,961,065 | $3.47B | 1.0% | +4.6% | 0.090% | |
8/1/2025 | Green Alpha Advisors LLC | 6,542 | $1.03M | 1.0% | -6.2% | 0.000% | |
8/1/2025 | Chilton Capital Management LLC | 1,058,246 | $167.19M | 6.1% | +11.0% | 0.004% | |
7/31/2025 | Nisa Investment Advisors LLC | 7,010,022 | $1.11B | 5.0% | -6.9% | 0.029% | |
7/31/2025 | Resonant Capital Advisors LLC | 108,838 | $17.20M | 1.1% | +24.6% | 0.000% | |
7/31/2025 | Hixon Zuercher LLC | 49,527 | $7.83M | 2.5% | -1.8% | 0.000% | |
7/31/2025 | Wealthfront Advisers LLC | 4,154,879 | $656.43M | 1.7% | +0.9% | 0.017% | |
7/31/2025 | New Hampshire Trust | 120,458 | $19.03M | 4.0% | +0.1% | 0.000% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 879,856 | $139.01M | 1.6% | -1.9% | 0.004% | |
7/31/2025 | Atlatl Advisers LLC | 16,572 | $2.62M | 1.2% | +19.8% | 0.000% | |