8/1/2025 | Bank of Jackson Hole Trust | 2,496 | $1.95M | 1.1% | +4.0% | 0.000% | |
8/1/2025 | Motco | 14,768 | $10.93M | 1.0% | +6.4% | 0.002% | |
8/1/2025 | Fire Capital Management LLC | 1,513 | $1.18M | 0.7% | +12.8% | 0.000% | |
8/1/2025 | Jennison Associates LLC | 5,447,636 | $4.25B | 2.5% | +4.3% | 0.575% | |
8/1/2025 | Winebrenner Capital Management LLC | 609 | $475K | 0.4% | +31.0% | 0.000% | |
8/1/2025 | Biltmore Family Office LLC | 3,197 | $2.49M | 0.4% | -2.1% | 0.000% | |
8/1/2025 | Mendel Money Management | 1,751 | $1.37M | 0.6% | -5.5% | 0.000% | |
8/1/2025 | FSA Advisors Inc. | 506 | $394K | 0.3% | -7.5% | 0.000% | |
8/1/2025 | SwitchPoint Financial Planning LLC | 307 | $240K | 0.2% | N/A | 0.000% | |
8/1/2025 | Ferguson Shapiro LLC | 1,478 | $1.15M | 0.4% | N/A | 0.000% | |
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8/1/2025 | James Investment Research Inc. | 11,426 | $8.91M | 1.1% | -0.5% | 0.001% | |
8/1/2025 | Strategic Financial Services Inc. | 516 | $402K | 0.0% | -2.8% | 0.000% | |
8/1/2025 | Redmond Asset Management LLC | 1,292 | $1.01M | 0.2% | -3.7% | 0.000% | |
8/1/2025 | Mizuho Markets Cayman LP | 3,896 | $3.04M | 0.2% | N/A | 0.000% | |
8/1/2025 | Zhang Financial LLC | 2,580 | $2.01M | 0.1% | +0.7% | 0.000% | |
8/1/2025 | Fairfield Financial Advisors LTD | 14,196 | $11.07M | 3.9% | -2.4% | 0.001% | |
8/1/2025 | New York Life Investment Management LLC | 107,958 | $84.16M | 0.8% | +1.6% | 0.011% | |
8/1/2025 | Private Wealth Partners LLC | 5,637 | $4.39M | 0.3% | +4.6% | 0.001% | |
8/1/2025 | Trust Investment Advisors | 20,783 | $16.20M | 9.8% | -5.8% | 0.002% | |
8/1/2025 | Integral Investment Advisors Inc. | 2,182 | $1.70M | 0.5% | +82.7% | 0.000% | |
8/1/2025 | Howard Capital Management Inc. | 8,800 | $6.86M | 0.1% | +33.2% | 0.001% | |
8/1/2025 | First National Trust Co | 32,588 | $25.40M | 0.9% | -2.5% | 0.003% | |
8/1/2025 | Purkiss Capital Advisors LLC | 1,037 | $808K | 0.4% | +80.3% | 0.000% | |
8/1/2025 | Clark Asset Management LLC | 662 | $516K | 0.1% | +7.5% | 0.000% | |
8/1/2025 | Tevis Investment Management | 1,311 | $1.02M | 0.7% | -12.9% | 0.000% | |
8/1/2025 | Motley Fool Asset Management LLC | 49,197 | $38.35M | 1.8% | +7.2% | 0.005% | |
8/1/2025 | May Hill Capital LLC | 1,261 | $983K | 0.3% | -20.3% | 0.000% | |
8/1/2025 | Logan Capital Management Inc. | 29,826 | $23.25M | 1.1% | -9.4% | 0.003% | |
8/1/2025 | GWN Securities Inc. | 5,053 | $3.99M | 0.7% | -43.7% | 0.001% | |
8/1/2025 | Taylor Financial Group Inc. | 3,493 | $2.72M | 1.7% | +3.0% | 0.000% | |
8/1/2025 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 219,814 | $171.35M | 1.6% | +16.4% | 0.023% | |
8/1/2025 | Advisory Alpha LLC | 4,645 | $3.62M | 0.1% | +11.4% | 0.000% | |
8/1/2025 | Rossby Financial LCC | 1,238 | $965K | 0.4% | +35.4% | 0.000% | |
8/1/2025 | SYM FINANCIAL Corp | 6,156 | $4.80M | 0.5% | +3.6% | 0.001% | |
8/1/2025 | Facet Wealth Inc. | 2,786 | $2.06M | 0.0% | +13.3% | 0.000% | |
8/1/2025 | Liberty Wealth Management LLC | 1,624 | $1.27M | 0.2% | +1.2% | 0.000% | |
8/1/2025 | Wealth Watch Advisors INC | 497 | $387K | 0.2% | N/A | 0.000% | |
8/1/2025 | AustralianSuper Pty Ltd | 19,613 | $15.29M | 0.1% | +60.9% | 0.002% | |
8/1/2025 | Teacher Retirement System of Texas | 304,244 | $237.17M | 1.0% | -9.3% | 0.032% | |
8/1/2025 | Transcend Capital Advisors LLC | 10,759 | $8.39M | 0.6% | -40.4% | 0.001% | |
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8/1/2025 | Cobblestone Capital Advisors LLC NY | 1,617 | $1.26M | 0.1% | -3.9% | 0.000% | |
8/1/2025 | Convergence Investment Partners LLC | 838 | $653K | 0.2% | -8.9% | 0.000% | |
8/1/2025 | Oak Grove Capital LLC | 38,304 | $29.86M | 4.9% | -47.3% | 0.004% | |
8/1/2025 | Bessemer Group Inc. | 332,586 | $259.26M | 0.4% | +17.5% | 0.035% | |
8/1/2025 | Koss Olinger Consulting LLC | 498 | $388K | 0.0% | +6.0% | 0.000% | |
8/1/2025 | Schmidt P J Investment Management Inc. | 19,764 | $15.41M | 2.7% | +2.5% | 0.002% | |
8/1/2025 | Brookwood Investment Group LLC | 4,261 | $3.32M | 0.5% | +57.1% | 0.000% | |
8/1/2025 | GoalVest Advisory LLC | 1,479 | $1.15M | 0.3% | +17.8% | 0.000% | |
8/1/2025 | Wesleyan Assurance Society | 10,500 | $8.18M | 0.5% | +320.0% | 0.001% | |
8/1/2025 | First Command Advisory Services Inc. | 1,610 | $1.26M | 0.0% | -22.3% | 0.000% | |
8/1/2025 | Pasadena Private Wealth LLC | 2,410 | $1.88M | 0.3% | +206.6% | 0.000% | |
8/1/2025 | Banco Santander S.A. | 86,613 | $67.52M | 0.6% | +23.4% | 0.009% | |
8/1/2025 | Ashton Thomas Private Wealth LLC | 18,344 | $14.30M | 0.5% | -6.4% | 0.002% | |
8/1/2025 | OVERSEA CHINESE BANKING Corp Ltd | 17,728 | $13.81M | 0.4% | +65.5% | 0.002% | |
8/1/2025 | Solstein Capital LLC | 1,516 | $1.18M | 0.6% | +10.2% | 0.000% | |
8/1/2025 | Delta Investment Management LLC | 1,381 | $1.08M | 0.2% | -39.8% | 0.000% | |
8/1/2025 | Riverwater Partners LLC | 1,234 | $962K | 0.5% | +2.7% | 0.000% | |
8/1/2025 | Bolthouse Investments LLC | 481 | $375K | 0.4% | -31.3% | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,212,832 | $945.26M | 0.3% | +9.1% | 0.128% | |
8/1/2025 | Chilton Capital Management LLC | 89,682 | $69.91M | 2.6% | +29.2% | 0.009% | |
7/31/2025 | Nisa Investment Advisors LLC | 223,357 | $174.11M | 0.8% | -8.3% | 0.024% | |
7/31/2025 | Resonant Capital Advisors LLC | 5,844 | $4.56M | 0.3% | +10.6% | 0.001% | |
7/31/2025 | Wealthfront Advisers LLC | 105,712 | $82.41M | 0.2% | -5.0% | 0.011% | |
7/31/2025 | New Hampshire Trust | 692 | $539K | 0.1% | +3.6% | 0.000% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 68,291 | $53.24M | 0.6% | -12.8% | 0.007% | |
7/31/2025 | Prudent Man Advisors LLC | 985 | $768K | 0.2% | +28.3% | 0.000% | |
7/31/2025 | Topsail Wealth Management LLC | 735 | $573K | 0.1% | -5.3% | 0.000% | |
7/31/2025 | Orion Capital Management LLC | 1,602 | $1.25M | 0.5% | -3.7% | 0.000% | |
7/31/2025 | VestGen Investment Management | 390 | $304K | 0.2% | +22.6% | 0.000% | |
7/31/2025 | University of Texas Texas AM Investment Management Co. | 6,916 | $5.39M | 0.8% | -1.3% | 0.001% | |
7/31/2025 | Ingalls & Snyder LLC | 7,044 | $5.49M | 0.2% | +1.8% | 0.001% | |
7/31/2025 | Strait & Sound Wealth Management LLC | 866 | $675K | 0.3% | -7.0% | 0.000% | |
7/31/2025 | Darden Wealth Group Inc | 1,325 | $1.03M | 0.6% | -8.3% | 0.000% | |
7/31/2025 | Whipplewood Advisors LLC | 325 | $253K | 0.1% | -5.2% | 0.000% | |
7/31/2025 | Heirloom Wealth Management | 9,063 | $7.07M | 1.9% | +0.2% | 0.001% | |
7/31/2025 | Cabot Wealth Management Inc. | 8,657 | $6.75M | 0.8% | -0.7% | 0.001% | |
7/31/2025 | Brighton Jones LLC | 10,888 | $8.49M | 0.2% | +4.5% | 0.001% | |
7/31/2025 | Waldron Private Wealth LLC | 7,735 | $6.03M | 0.3% | -0.6% | 0.001% | |
7/31/2025 | Linden Thomas Advisory Services LLC | 4,925 | $3.84M | 0.4% | -36.6% | 0.001% | |
7/31/2025 | Kornitzer Capital Management Inc. KS | 120,600 | $94.01M | 1.9% | -0.8% | 0.013% | |
7/31/2025 | Leavell Investment Management Inc. | 8,576 | $6.69M | 0.3% | +13.6% | 0.001% | |
7/31/2025 | CVA Family Office LLC | 2,782 | $2.17M | 0.3% | -4.2% | 0.000% | |
7/31/2025 | Guardian Financial Partners LLC | 459 | $358K | 0.2% | +77.2% | 0.000% | |
7/31/2025 | BIP Alliance LLC | 430 | $335K | 0.1% | -3.8% | 0.000% | |
7/31/2025 | Brian Low Financial Group LLC | 1,928 | $1.50M | 1.4% | N/A | 0.000% | |
7/31/2025 | B & T Capital Management DBA Alpha Capital Management | 3,109 | $2.42M | 0.4% | +1.2% | 0.000% | |
7/31/2025 | Hartford Financial Management Inc. | 894 | $697K | 0.2% | -94.0% | 0.000% | |
7/31/2025 | BIP Wealth LLC | 885 | $690K | 0.0% | -11.9% | 0.000% | |
7/31/2025 | Rational Advisors Inc. | 2,784 | $2.17M | 0.2% | +558.2% | 0.000% | |
7/31/2025 | AG2R LA Mondiale Gestion D Actifs | 29,939 | $23.34M | 1.2% | +0.8% | 0.003% | |
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7/31/2025 | Mcdaniel Terry & Co. | 743 | $579K | 0.0% | -4.4% | 0.000% | |
7/31/2025 | SSA Swiss Advisors AG | 4,100 | $3.26M | 1.6% | N/A | 0.000% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 13,962 | $10.89M | 0.1% | -9.9% | 0.001% | |
7/31/2025 | Fielder Capital Group LLC | 401 | $312K | 0.1% | -17.7% | 0.000% | |
7/31/2025 | Curio Wealth LLC | 428 | $334K | 0.1% | +14,166.7% | 0.000% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 271,721 | $211.82M | 0.8% | 0.0% | 0.029% | |
7/31/2025 | Leelyn Smith LLC | 7,437 | $5.80M | 1.0% | -0.7% | 0.001% | |
7/31/2025 | Hobart Private Capital LLC | 2,180 | $1.70M | 0.4% | +25.5% | 0.000% | |
7/31/2025 | Peterson Wealth Services | 4,600 | $3.59M | 1.0% | +1.9% | 0.000% | |
7/31/2025 | Richards Merrill & Peterson Inc. | 767 | $598K | 0.3% | +25.5% | 0.000% | |