10/25/2024 | First Trust Direct Indexing L.P. | 54,001 | $419K | 0.0% | -16.4% | 0.000% | |
10/25/2024 | Donald Smith & CO. Inc. | 1,484,753 | $11.52M | 0.3% | -1.2% | 0.116% | |
10/22/2024 | Private Advisor Group LLC | 14,715 | $114K | 0.0% | N/A | 0.001% | |
10/18/2024 | Blue Trust Inc. | 50,006 | $355K | 0.0% | +196.6% | 0.004% | |
10/8/2024 | Atomi Financial Group Inc. | 13,632 | $106K | 0.0% | +14.3% | 0.001% | |
10/7/2024 | GAMMA Investing LLC | 6,339 | $49K | 0.0% | +114.7% | 0.000% | |
|
8/14/2024 | Marshall Wace LLP | 59,204 | $420K | 0.0% | -14.3% | 0.005% | |
8/14/2024 | Gabelli Funds LLC | 396,000 | $2.81M | 0.0% | -2.5% | 0.031% | |
8/13/2024 | Sei Investments Co. | 65,226 | $462K | 0.0% | N/A | 0.005% | |
8/12/2024 | Vanguard Personalized Indexing Management LLC | 71,471 | $506K | 0.0% | +24.7% | 0.006% | |
8/9/2024 | Donald Smith & CO. Inc. | 1,503,369 | $10.66M | 0.3% | -20.1% | 0.117% | |
8/8/2024 | American Century Companies Inc. | 339,562 | $2.41M | 0.0% | +11.8% | 0.026% | |
8/6/2024 | Sivia Capital Partners LLC | 23,310 | $165K | 0.1% | +9.3% | 0.000% | |
8/1/2024 | Rhumbline Advisers | 236,351 | $1.68M | 0.0% | -19.8% | 0.018% | |
7/26/2024 | Atomi Financial Group Inc. | 11,928 | $85K | 0.0% | -13.9% | 0.000% | |
7/18/2024 | Blue Trust Inc. | 16,862 | $120K | 0.0% | +270.3% | 0.000% | |
7/10/2024 | CWM LLC | 11,824 | $84K | 0.0% | +13.5% | 0.000% | |
6/11/2024 | EverSource Wealth Advisors LLC | 6,063 | $46K | 0.0% | +91.4% | 0.000% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 15,732 | $131K | 0.0% | +17.7% | 0.000% | |
5/10/2024 | Donald Smith & CO. Inc. | 1,880,563 | $15.67M | 0.4% | -2.1% | 0.000% | |
5/10/2024 | Acadian Asset Management LLC | 4,615 | $38K | 0.0% | N/A | 0.000% | |
5/10/2024 | Vanguard Group Inc. | 1,487,840 | $12.39M | 0.0% | -3.5% | 0.116% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 37,281 | $311K | 0.0% | +20.2% | 0.003% | |
5/8/2024 | Russell Investments Group Ltd. | 329,161 | $2.74M | 0.0% | +2.7% | 0.000% | |
5/2/2024 | PDS Planning Inc | 23,462 | $195K | 0.0% | +11.5% | 0.000% | |
5/1/2024 | BNP Paribas Financial Markets | 30,899 | $257K | 0.0% | +10.7% | 0.000% | |
5/1/2024 | Sequoia Financial Advisors LLC | 51,570 | $430K | 0.0% | +10.4% | 0.000% | |
4/30/2024 | HB Wealth Management LLC | 10,255 | $85K | 0.0% | N/A | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 74,178 | $618K | 0.0% | -39.3% | 0.006% | |
4/5/2024 | GAMMA Investing LLC | 5,522 | $46K | 0.0% | +137.9% | 0.000% | |
3/13/2024 | Sivia Capital Partners LLC | 20,908 | $152K | 0.1% | N/A | 0.000% | |
2/14/2024 | Barometer Capital Management Inc. | 16,400 | $119K | 0.0% | N/A | 0.000% | |
2/13/2024 | Gabelli Funds LLC | 406,000 | $2.94M | 0.0% | -17.8% | 0.000% | |
2/13/2024 | Tower Research Capital LLC TRC | 4,426 | $32K | 0.0% | +442,500.0% | 0.000% | |
2/12/2024 | Kopernik Global Investors LLC | 1,484,093 | $10.76M | 1.1% | -6.4% | 0.000% | |
2/9/2024 | Corient Private Wealth LLC | 111,679 | $810K | 0.0% | +1.8% | 0.000% | |
2/8/2024 | Quadrant Capital Group LLC | 27,883 | $202K | 0.0% | -9.6% | 0.000% | |
2/8/2024 | Vanguard Personalized Indexing Management LLC | 33,182 | $241K | 0.0% | -30.3% | 0.000% | |
2/8/2024 | Pinnacle Wealth Planning Services Inc. | 31,013 | $225K | 0.0% | -20.2% | 0.000% | |
2/6/2024 | First Trust Direct Indexing L.P. | 122,118 | $885K | 0.1% | -11.9% | 0.000% | |
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2/5/2024 | Donald Smith & CO. Inc. | 1,921,766 | $13.93M | 0.4% | -0.1% | 0.000% | |
2/5/2024 | Russell Investments Group Ltd. | 320,531 | $2.32M | 0.0% | -4.4% | 0.000% | |
2/1/2024 | Signaturefd LLC | 24,769 | $180K | 0.0% | -10.6% | 0.000% | |
1/26/2024 | Cerity Partners LLC | 62,521 | $453K | 0.0% | +29.4% | 0.000% | |
1/26/2024 | Sequoia Financial Advisors LLC | 46,728 | $339K | 0.0% | +15.3% | 0.000% | |
1/22/2024 | Drive Wealth Management LLC | 11,723 | $85K | 0.0% | N/A | 0.001% | |
1/18/2024 | Blue Trust Inc. | 10,746 | $78K | 0.0% | -29.8% | 0.000% | |
1/17/2024 | Schechter Investment Advisors LLC | 24,748 | $179K | 0.0% | N/A | 0.000% | |
11/13/2023 | Balentine LLC | 11,515 | $74K | 0.0% | -27.0% | 0.001% | |
11/13/2023 | PNC Financial Services Group Inc. | 46,656 | $300K | 0.0% | +4.4% | 0.004% | |
11/9/2023 | Rhumbline Advisers | 301,740 | $1.94M | 0.0% | +9.5% | 0.024% | |
11/8/2023 | Campbell & CO Investment Adviser LLC | 18,386 | $118K | 0.0% | N/A | 0.001% | |
11/8/2023 | Vanguard Personalized Indexing Management LLC | 47,630 | $307K | 0.0% | +117.7% | 0.004% | |
11/8/2023 | Sequoia Financial Advisors LLC | 40,539 | $261K | 0.0% | -27.8% | 0.003% | |
11/8/2023 | Gabelli Funds LLC | 494,000 | $3.18M | 0.0% | -12.7% | 0.038% | |
11/4/2023 | Signaturefd LLC | 27,697 | $178K | 0.0% | -7.4% | 0.002% | |
11/1/2023 | Orion Portfolio Solutions LLC | 19,788 | $127K | 0.0% | +86.6% | 0.002% | |
10/30/2023 | First Trust Direct Indexing L.P. | 138,564 | $892K | 0.1% | -6.1% | 0.011% | |
10/26/2023 | Advisor Partners II LLC | 33,199 | $214K | 0.0% | +36.5% | 0.003% | |
10/11/2023 | Ronald Blue Trust Inc. | 15,298 | $99K | 0.0% | +37.5% | 0.001% | |
8/14/2023 | Kopernik Global Investors LLC | 1,585,550 | $12.29M | 1.3% | -4.5% | 0.123% | |
8/10/2023 | Donald Smith & CO. Inc. | 1,932,068 | $14.97M | 0.5% | -0.5% | 0.150% | |
8/10/2023 | Gabelli Funds LLC | 566,000 | $4.39M | 0.0% | -1.0% | 0.044% | |
8/10/2023 | Quadrant Capital Group LLC | 33,999 | $263K | 0.0% | -8.4% | 0.003% | |
8/10/2023 | Russell Investments Group Ltd. | 353,106 | $2.74M | 0.0% | -1.5% | 0.028% | |
8/8/2023 | Rhumbline Advisers | 275,545 | $2.14M | 0.0% | N/A | 0.021% | |
8/8/2023 | Sequoia Financial Advisors LLC | 56,145 | $435K | 0.0% | +28.4% | 0.004% | |
8/4/2023 | Quantinno Capital Management LP | 40,577 | $314K | 0.0% | +85.1% | 0.003% | |
8/1/2023 | Signaturefd LLC | 29,895 | $232K | 0.0% | -6.6% | 0.002% | |
7/31/2023 | Inspire Advisors LLC | 13,432 | $104K | 0.0% | N/A | 0.001% | |
7/21/2023 | PDS Planning Inc | 21,744 | $169K | 0.0% | +22.1% | 0.002% | |
7/14/2023 | Ronald Blue Trust Inc. | 11,125 | $78K | 0.0% | -56.3% | 0.001% | |
7/14/2023 | Drive Wealth Management LLC | 10,090 | $78K | 0.0% | N/A | 0.001% | |
7/14/2023 | First Trust Direct Indexing L.P. | 147,508 | $1.14M | 0.1% | +37.8% | 0.011% | |
5/17/2023 | Donald Smith & CO. Inc. | 1,941,120 | $13.47M | 0.5% | -1.0% | 0.151% | |
5/12/2023 | Prudential PLC | 16,698 | $116K | 0.0% | -16.5% | 0.001% | |
5/10/2023 | Vanguard Personalized Indexing Management LLC | 22,886 | $159K | 0.0% | +17.7% | 0.002% | |
5/10/2023 | Connor Clark & Lunn Investment Management Ltd. | 47,559 | $330K | 0.0% | N/A | 0.004% | |
5/9/2023 | US Bancorp DE | 20,729 | $144K | 0.0% | -41.5% | 0.002% | |
5/9/2023 | Russell Investments Group Ltd. | 358,597 | $2.49M | 0.0% | +2.3% | 0.028% | |
5/3/2023 | Pinnacle Wealth Planning Services Inc. | 39,194 | $272K | 0.0% | +23.0% | 0.003% | |
5/3/2023 | Quantinno Capital Management LP | 21,922 | $152K | 0.0% | -58.1% | 0.002% | |
5/3/2023 | West Family Investments Inc. | 22,304 | $155K | 0.1% | -50.5% | 0.002% | |
5/2/2023 | PDS Planning Inc | 17,802 | $124K | 0.0% | +27.7% | 0.001% | |
5/1/2023 | CWM LLC | 6,964 | $48K | 0.0% | +41.9% | 0.001% | |
4/28/2023 | Signaturefd LLC | 32,017 | $222K | 0.0% | -20.1% | 0.002% | |
4/27/2023 | First Trust Direct Indexing L.P. | 107,023 | $743K | 0.1% | +6.4% | 0.008% | |
4/25/2023 | Sequoia Financial Advisors LLC | 43,739 | $304K | 0.0% | -17.0% | 0.003% | |
4/17/2023 | Ronald Blue Trust Inc. | 25,463 | $220K | 0.0% | +876.3% | 0.002% | |
2/13/2023 | Gabelli Funds LLC | 572,000 | $4.94M | 0.0% | +0.4% | 0.045% | |
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2/13/2023 | Schechter Investment Advisors LLC | 22,559 | $195K | 0.0% | +121.8% | 0.002% | |
2/13/2023 | Pinnacle Wealth Planning Services Inc. | 31,855 | $275K | 0.0% | N/A | 0.002% | |
2/13/2023 | Quadrant Capital Group LLC | 55,298 | $478K | 0.1% | +109.2% | 0.004% | |
2/10/2023 | PNC Financial Services Group Inc. | 33,628 | $291K | 0.0% | +7.0% | 0.003% | |
2/10/2023 | Vanguard Personalized Indexing Management LLC | 19,448 | $168K | 0.0% | +68.8% | 0.002% | |
2/9/2023 | Donald Smith & CO. Inc. | 1,960,590 | $16.94M | 0.7% | -2.7% | 0.153% | |
2/8/2023 | West Family Investments Inc. | 45,044 | $389K | 0.1% | +65.9% | 0.004% | |
2/8/2023 | Russell Investments Group Ltd. | 350,656 | $3.03M | 0.0% | -9.8% | 0.027% | |
2/2/2023 | Profund Advisors LLC | 10,010 | $86K | 0.0% | N/A | 0.001% | |
2/1/2023 | CWM LLC | 4,908 | $42K | 0.0% | +35.1% | 0.000% | |