5/15/2024 | SVB Wealth LLC | 6,225 | $324K | 0.0% | +4.5% | 0.002% | |
5/15/2024 | Lazard Asset Management LLC | 1,547,254 | $80.56M | 0.1% | -4.7% | 0.383% | |
5/14/2024 | Capital International Inc. CA | 32,251 | $1.68M | 0.0% | -4.4% | 0.008% | |
5/14/2024 | Capital International Investors | 254,968 | $13.28M | 0.0% | +8.2% | 0.063% | |
5/14/2024 | Capital Group Private Client Services Inc. | 75,158 | $3.91M | 0.0% | +0.5% | 0.019% | |
5/14/2024 | Ariel Investments LLC | 318,915 | $16.61M | 0.2% | -10.8% | 0.079% | |
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5/14/2024 | Advisors Asset Management Inc. | 18,502 | $963K | 0.0% | -32.3% | 0.005% | |
5/13/2024 | Thornburg Investment Management Inc. | 13,997 | $724K | 0.0% | N/A | 0.003% | |
5/13/2024 | Promethos Capital LLC | 111,921 | $5.73M | 3.3% | -23.5% | 0.028% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 130,659 | $6.80M | 0.1% | +8.8% | 0.032% | |
5/10/2024 | Acadian Asset Management LLC | 257,611 | $13.41M | 0.0% | +32.0% | 0.064% | |
5/10/2024 | Vanguard Group Inc. | 514,238 | $26.78M | 0.0% | -0.5% | 0.127% | |
5/9/2024 | SageView Advisory Group LLC | 36,757 | $1.91M | 0.1% | N/A | 0.009% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 14,000 | $729K | 0.0% | N/A | 0.003% | |
5/8/2024 | Bleakley Financial Group LLC | 12,007 | $625K | 0.0% | +8.2% | 0.003% | |
5/8/2024 | Henry James International Management Inc. | 74,359 | $3.87M | 1.2% | +26.6% | 0.018% | |
5/8/2024 | US Bancorp DE | 24,325 | $1.27M | 0.0% | +14.2% | 0.006% | |
5/8/2024 | QRG Capital Management Inc. | 11,485 | $598K | 0.0% | -4.0% | 0.003% | |
5/7/2024 | Sei Investments Co. | 70,846 | $3.69M | 0.0% | +5.4% | 0.018% | |
5/7/2024 | Atomi Financial Group Inc. | 8,719 | $454K | 0.0% | +7.7% | 0.002% | |
5/6/2024 | Quantbot Technologies LP | 8,979 | $468K | 0.0% | +36.0% | 0.002% | |
5/6/2024 | LSV Asset Management | 25,000 | $1.30M | 0.0% | -22.8% | 0.006% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 4,048 | $211K | 0.0% | N/A | 0.001% | |
5/3/2024 | Signaturefd LLC | 27,485 | $1.43M | 0.0% | -2.4% | 0.007% | |
5/3/2024 | Pzena Investment Management LLC | 38,941 | $2.03M | 0.0% | +22.1% | 0.010% | |
5/3/2024 | BI Asset Management Fondsmaeglerselskab A S | 4,985 | $260K | 0.0% | N/A | 0.001% | |
5/2/2024 | PDS Planning Inc | 8,515 | $443K | 0.0% | -3.0% | 0.002% | |
5/1/2024 | Sequoia Financial Advisors LLC | 14,833 | $772K | 0.0% | -2.1% | 0.004% | |
4/30/2024 | Caprock Group LLC | 9,551 | $508K | 0.0% | -7.8% | 0.002% | |
4/25/2024 | Lindbrook Capital LLC | 5,330 | $278K | 0.0% | +10.4% | 0.001% | |
4/24/2024 | Simplicity Wealth LLC | 11,951 | $622K | 0.0% | N/A | 0.003% | |
4/24/2024 | Solstein Capital LLC | 14,987 | $780K | 0.5% | +4.2% | 0.004% | |
4/23/2024 | Fifth Third Bancorp | 16,098 | $838K | 0.0% | -7.7% | 0.004% | |
4/22/2024 | Raymond James & Associates | 133,140 | $6.93M | 0.0% | -5.1% | 0.033% | |
4/19/2024 | First Trust Direct Indexing L.P. | 25,412 | $1.32M | 0.1% | -43.1% | 0.006% | |
4/17/2024 | Deltec Asset Management LLC | 41,400 | $2.16M | 0.4% | -14.8% | 0.010% | |
4/15/2024 | DGS Capital Management LLC | 23,422 | $1.22M | 0.3% | +5.6% | 0.006% | |
4/15/2024 | Atlas Capital Advisors LLC | 11,219 | $584K | 0.1% | +10.9% | 0.003% | |
4/12/2024 | Gilman Hill Asset Management LLC | 76,014 | $3.96M | 0.7% | +4.3% | 0.019% | |
4/11/2024 | Ballentine Partners LLC | 20,627 | $1.07M | 0.0% | +25.9% | 0.005% | |
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4/11/2024 | First Affirmative Financial Network | 4,018 | $209K | 0.2% | N/A | 0.001% | |
4/10/2024 | Aprio Wealth Management LLC | 6,216 | $324K | 0.1% | +19.8% | 0.002% | |
4/5/2024 | GAMMA Investing LLC | 689 | $36K | 0.0% | +98.0% | 0.000% | |
4/1/2024 | Confluence Investment Management LLC | 5,515 | $287K | 0.0% | N/A | 0.001% | |
3/22/2024 | PNC Financial Services Group Inc. | 13,386 | $554K | 0.0% | -45.2% | 0.003% | |
3/13/2024 | Sivia Capital Partners LLC | 5,523 | $228K | 0.1% | N/A | 0.001% | |
3/5/2024 | Fisher Asset Management LLC | 28,640 | $1.19M | 0.0% | -97.2% | 0.007% | |
3/5/2024 | Wellington Management Group LLP | 81,117 | $3.36M | 0.0% | -1.7% | 0.020% | |
3/4/2024 | Tucker Asset Management LLC | 1,645 | $68K | 0.0% | N/A | 0.000% | |
2/26/2024 | Virtu Financial LLC | 5,347 | $221K | 0.0% | N/A | 0.001% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 306,030 | $12.66M | 0.1% | +12.2% | 0.076% | |
2/21/2024 | V Square Quantitative Management LLC | 22,468 | $930K | 0.2% | N/A | 0.006% | |
2/14/2024 | Barometer Capital Management Inc. | 2,900 | $120K | 0.0% | N/A | 0.001% | |
2/13/2024 | Crossmark Global Holdings Inc. | 324,224 | $13.41M | 0.3% | -3.9% | 0.080% | |
2/13/2024 | Capital International Investors | 235,708 | $9.84M | 0.0% | +11.5% | 0.058% | |
2/13/2024 | Hudson Edge Investment Partners Inc. | 7,932 | $328K | 0.1% | N/A | 0.002% | |
2/13/2024 | CWA Asset Management Group LLC | 53,629 | $2.22M | 0.2% | -20.4% | 0.013% | |
2/13/2024 | Campbell & CO Investment Adviser LLC | 26,872 | $1.11M | 0.1% | N/A | 0.007% | |
2/9/2024 | Team Hewins LLC | 8,045 | $333K | 0.1% | N/A | 0.002% | |
2/9/2024 | US Bancorp DE | 21,303 | $881K | 0.0% | +47.7% | 0.005% | |
2/9/2024 | Pzena Investment Management LLC | 31,901 | $1.32M | 0.0% | -6.8% | 0.008% | |
2/9/2024 | EverSource Wealth Advisors LLC | 5,794 | $240K | 0.0% | +17.7% | 0.001% | |
2/9/2024 | Franklin Resources Inc. | 529,547 | $21.91M | 0.0% | -11.9% | 0.131% | |
2/9/2024 | Corient Private Wealth LLC | 18,705 | $774K | 0.0% | -6.1% | 0.005% | |
2/9/2024 | PNC Financial Services Group Inc. | 13,386 | $554K | 0.0% | -45.2% | 0.003% | |
2/8/2024 | Quadrant Capital Group LLC | 27,673 | $1.15M | 0.1% | +1.4% | 0.007% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 40,066 | $1.66M | 0.0% | -38.6% | 0.010% | |
2/7/2024 | Dimensional Fund Advisors LP | 2,618,525 | $108.35M | 0.0% | -1.7% | 0.649% | |
2/7/2024 | QRG Capital Management Inc. | 11,958 | $495K | 0.0% | +50.7% | 0.003% | |
2/6/2024 | Henry James International Management Inc. | 58,757 | $2.43M | 0.9% | -1.5% | 0.015% | |
2/6/2024 | Todd Asset Management LLC | 591,498 | $24.47M | 0.5% | +13.0% | 0.147% | |
2/6/2024 | LSV Asset Management | 32,400 | $1.34M | 0.0% | N/A | 0.008% | |
2/6/2024 | Fisher Asset Management LLC | 28,640 | $1.19M | 0.0% | -97.2% | 0.007% | |
2/6/2024 | First Trust Direct Indexing L.P. | 44,684 | $1.85M | 0.2% | -11.9% | 0.011% | |
2/1/2024 | CWM LLC | 2,409 | $100K | 0.0% | +12.4% | 0.001% | |
2/1/2024 | Signaturefd LLC | 28,158 | $1.17M | 0.0% | -2.0% | 0.007% | |
1/31/2024 | abrdn plc | 11,610 | $480K | 0.0% | +31.1% | 0.003% | |
1/31/2024 | Knights of Columbus Asset Advisors LLC | 9,913 | $410K | 0.0% | -7.1% | 0.002% | |
1/30/2024 | DGS Capital Management LLC | 22,181 | $918K | 0.4% | +2.4% | 0.005% | |
1/30/2024 | SVB Wealth LLC | 5,955 | $246K | 0.0% | -11.0% | 0.001% | |
1/29/2024 | Simplicity Solutions LLC | 11,048 | $457K | 0.0% | +14.6% | 0.003% | |
1/29/2024 | NewEdge Wealth LLC | 31,283 | $1.29M | 0.0% | N/A | 0.008% | |
1/26/2024 | Cerity Partners LLC | 22,858 | $946K | 0.0% | +4.8% | 0.006% | |
1/26/2024 | Financial Counselors Inc. | 6,376 | $264K | 0.0% | +18.5% | 0.002% | |
1/25/2024 | Allspring Global Investments Holdings LLC | 2,490 | $103K | 0.0% | +47.8% | 0.001% | |
1/25/2024 | Bleakley Financial Group LLC | 11,094 | $459K | 0.0% | +15.1% | 0.003% | |
1/24/2024 | Trinity Street Asset Management LLP | 2,151,024 | $88.99M | 9.9% | +3.1% | 0.533% | |
1/23/2024 | Ballentine Partners LLC | 16,389 | $678K | 0.0% | +9.8% | 0.004% | |
1/22/2024 | Deltec Asset Management LLC | 48,600 | $2.01M | 0.5% | +194.5% | 0.012% | |
1/19/2024 | Fifth Third Bancorp | 17,439 | $721K | 0.0% | +14.8% | 0.004% | |
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1/18/2024 | Caprock Group LLC | 10,362 | $429K | 0.0% | +8.0% | 0.003% | |
1/18/2024 | Ritholtz Wealth Management | 45,046 | $1.86M | 0.1% | +17.2% | 0.011% | |
1/17/2024 | Aprio Wealth Management LLC | 5,187 | $215K | 0.0% | N/A | 0.001% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 6,093 | $252K | 0.0% | +6.9% | 0.002% | |
1/16/2024 | Raymond James & Associates | 140,308 | $5.81M | 0.0% | -4.3% | 0.035% | |
1/11/2024 | Gilman Hill Asset Management LLC | 72,881 | $3.02M | 0.6% | -8.6% | 0.018% | |
12/18/2023 | Vanguard Group Inc. | 517,053 | $21.26M | 0.0% | -1.6% | 0.128% | |
12/13/2023 | Teachers Retirement System of The State of Kentucky | 272,730 | $11.21M | 0.1% | +27.0% | 0.068% | |
12/1/2023 | Wellington Management Group LLP | 82,485 | $3.39M | 0.0% | -1.8% | 0.020% | |
11/30/2023 | American Century Companies Inc. | 391,861 | $16.11M | 0.0% | +9.5% | 0.097% | |