1/28/2025 | Vaughan Nelson Investment Management L.P. | 5,085,927 | $51.82M | 0.5% | +11.0% | 4.982% | |
1/28/2025 | Strategic Financial Concepts LLC | 10,190 | $104K | 0.0% | N/A | 0.010% | |
1/27/2025 | Choreo LLC | 13,212 | $135K | 0.0% | N/A | 0.013% | |
1/23/2025 | EMC Capital Management | 13,888 | $142K | 0.1% | +639.9% | 0.014% | |
1/22/2025 | Kingswood Wealth Advisors LLC | 42,000 | $428K | 0.0% | N/A | 0.041% | |
1/17/2025 | Inspire Investing LLC | 39,594 | $403K | 0.0% | +22.3% | 0.039% | |
1/17/2025 | SG Americas Securities LLC | 40,681 | $415K | 0.0% | +31.9% | 0.040% | |
1/17/2025 | Nisa Investment Advisors LLC | 41,407 | $437K | 0.0% | -10.4% | 0.041% | |
12/26/2024 | JPMorgan Chase & Co. | 1,081,225 | $13.75M | 0.0% | +2.3% | 1.059% | |
11/27/2024 | Franklin Resources Inc. | 448,989 | $5.57M | 0.0% | +6.7% | 0.440% | |
|
11/16/2024 | Geode Capital Management LLC | 2,407,455 | $30.63M | 0.0% | +0.9% | 2.358% | |
11/15/2024 | Barclays PLC | 374,481 | $4.76M | 0.0% | +902.9% | 0.367% | |
11/15/2024 | Zacks Investment Management | 11,377 | $145K | 0.0% | +12.7% | 0.011% | |
11/15/2024 | Wellington Management Group LLP | 11,005,138 | $139.99M | 0.0% | +1.0% | 10.781% | |
11/15/2024 | State Street Corp | 2,579,818 | $33.70M | 0.0% | +6.2% | 2.527% | |
11/15/2024 | Stifel Financial Corp | 203,853 | $2.59M | 0.0% | -1.5% | 0.200% | |
11/14/2024 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 157,481 | $2.00M | 0.0% | +74.9% | 0.154% | |
11/13/2024 | FMR LLC | 1,220,560 | $15.53M | 0.0% | -3.6% | 1.196% | |
11/13/2024 | The Manufacturers Life Insurance Company | 51,666 | $657K | 0.0% | -1.9% | 0.051% | |
11/13/2024 | Brown Brothers Harriman & Co. | 1,950 | $25K | 0.0% | N/A | 0.002% | |
11/13/2024 | Independent Advisor Alliance | 172,959 | $2.20M | 0.1% | -4.5% | 0.169% | |
11/12/2024 | Penserra Capital Management LLC | 91,469 | $1.16M | 0.0% | +22.9% | 0.090% | |
11/12/2024 | Algert Global LLC | 95,903 | $1.22M | 0.0% | -39.6% | 0.094% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 1,835,409 | $23.35M | 0.0% | +0.7% | 1.798% | |
11/9/2024 | Intech Investment Management LLC | 25,855 | $329K | 0.0% | N/A | 0.025% | |
11/8/2024 | Advisors Asset Management Inc. | 24,744 | $315K | 0.0% | -37.3% | 0.024% | |
11/8/2024 | Segall Bryant & Hamill LLC | 197,255 | $2.51M | 0.0% | N/A | 0.193% | |
11/7/2024 | Quest Partners LLC | 14,820 | $189K | 0.0% | N/A | 0.015% | |
11/6/2024 | Vaughan Nelson Investment Management L.P. | 4,583,087 | $58.30M | 0.5% | +35.4% | 4.490% | |
11/6/2024 | Natixis Advisors LLC | 898,212 | $11.43M | 0.0% | +38.7% | 0.880% | |
11/5/2024 | Victory Capital Management Inc. | 112,520 | $1.43M | 0.0% | +14.6% | 0.110% | |
11/1/2024 | Delphi Financial Group Inc. | 70,000 | $890K | 0.5% | -22.2% | 0.069% | |
10/31/2024 | Family Asset Management LLC | 72,028 | $916K | 0.6% | -2.9% | 0.071% | |
10/29/2024 | Van ECK Associates Corp | 764,393 | $9.26M | 0.0% | -7.1% | 0.749% | |
10/21/2024 | Castleview Partners LLC | 6,198 | $79K | 0.0% | N/A | 0.006% | |
10/16/2024 | Global Retirement Partners LLC | 70,018 | $891K | 0.0% | -5.2% | 0.069% | |
10/10/2024 | Inspire Investing LLC | 32,374 | $412K | 0.0% | -2.7% | 0.032% | |
10/8/2024 | Future Financial Wealth Managment LLC | 3,000 | $38K | 0.0% | N/A | 0.003% | |
10/5/2024 | Handelsbanken Fonder AB | 27,847 | $354K | 0.0% | +16.8% | 0.027% | |
10/3/2024 | SG Americas Securities LLC | 30,845 | $392K | 0.0% | N/A | 0.030% | |
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8/16/2024 | Waterfall Asset Management LLC | 108,100 | $1.15M | 0.6% | N/A | 0.106% | |
8/16/2024 | Algert Global LLC | 158,903 | $1.69M | 0.1% | +6.9% | 0.156% | |
8/15/2024 | The Manufacturers Life Insurance Company | 52,660 | $560K | 0.0% | +4.8% | 0.052% | |
8/15/2024 | Deerfield Management Company L.P. Series C | 52,748 | $561K | 0.0% | N/A | 0.052% | |
8/14/2024 | Waterfall Asset Management LLC | 108,100 | $1.15M | 0.8% | N/A | 0.106% | |
8/14/2024 | ProShare Advisors LLC | 13,711 | $146K | 0.0% | -25.5% | 0.013% | |
8/13/2024 | Thrivent Financial for Lutherans | 188,091 | $2.00M | 0.0% | -4.1% | 0.184% | |
8/12/2024 | EMG Holdings L.P. | 757,693 | $8.06M | 4.0% | -18.8% | 0.742% | |
8/12/2024 | Inspire Investing LLC | 33,284 | $354K | 0.0% | +5.7% | 0.033% | |
8/9/2024 | Renaissance Technologies LLC | 744,725 | $7.92M | 0.0% | -13.1% | 0.730% | |
8/5/2024 | Victory Capital Management Inc. | 98,187 | $1.05M | 0.0% | +17.9% | 0.096% | |
8/2/2024 | Capital Square LLC | 41,720 | $479K | 0.3% | +2.8% | 0.041% | |
8/1/2024 | Rhumbline Advisers | 171,755 | $1.83M | 0.0% | +1.6% | 0.168% | |
8/1/2024 | Family Asset Management LLC | 74,172 | $789K | 0.5% | -18.4% | 0.073% | |
8/1/2024 | Natixis Advisors LLC | 647,677 | $6.89M | 0.0% | +1.5% | 0.634% | |
7/31/2024 | Van ECK Associates Corp | 822,696 | $8.75M | 0.0% | +17.7% | 0.806% | |
7/29/2024 | Principal Financial Group Inc. | 10,037 | $107K | 0.0% | -14.1% | 0.010% | |
7/29/2024 | Zurcher Kantonalbank Zurich Cantonalbank | 17,340 | $184K | 0.0% | -14.0% | 0.017% | |
7/26/2024 | Summit Securities Group LLC | 32,500 | $346K | 0.1% | +116.7% | 0.032% | |
7/26/2024 | Bailard Inc. | 38,200 | $406K | 0.0% | -39.7% | 0.037% | |
7/26/2024 | Bank of New York Mellon Corp | 496,843 | $5.29M | 0.0% | +8.9% | 0.487% | |
7/20/2024 | Nisa Investment Advisors LLC | 46,774 | $521K | 0.0% | -31.1% | 0.046% | |
7/19/2024 | Vaughan Nelson Investment Management L.P. | 3,385,867 | $36.03M | 0.3% | +6.5% | 3.317% | |
7/9/2024 | Kingswood Wealth Advisors LLC | 18,000 | $192K | 0.0% | N/A | 0.018% | |
6/28/2024 | Quent Capital LLC | 10,030 | $114K | 0.0% | +17.7% | 0.010% | |
5/30/2024 | Motiv8 Investments LLC | 10,723 | $122K | 0.1% | -18.7% | 0.011% | |
5/20/2024 | EMC Capital Management | 13,888 | $158K | 0.1% | +29.5% | 0.014% | |
5/16/2024 | California State Teachers Retirement System | 101,933 | $1.16M | 0.0% | -5.3% | 0.100% | |
5/16/2024 | Caxton Associates LP | 145,946 | $1.67M | 0.1% | -47.2% | 0.143% | |
5/15/2024 | Price T Rowe Associates Inc. MD | 74,000 | $845K | 0.0% | +5.2% | 0.072% | |
5/14/2024 | Advisors Asset Management Inc. | 50,550 | $577K | 0.0% | -80.1% | 0.050% | |
5/10/2024 | Vanguard Group Inc. | 10,004,311 | $114.15M | 0.0% | +0.2% | 9.800% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 2,658 | $30K | 0.0% | +82.7% | 0.003% | |
5/10/2024 | Jupiter Asset Management Ltd. | 75,379 | $860K | 0.0% | N/A | 0.074% | |
5/8/2024 | ProShare Advisors LLC | 18,392 | $210K | 0.0% | +8.5% | 0.018% | |
5/8/2024 | Russell Investments Group Ltd. | 19,076 | $218K | 0.0% | +4,867.7% | 0.019% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 180,662 | $2.06M | 0.0% | -26.1% | 0.177% | |
5/8/2024 | Inspire Investing LLC | 31,492 | $359K | 0.0% | -7.5% | 0.031% | |
5/7/2024 | Capital Square LLC | 40,581 | $463K | 0.3% | +3.5% | 0.040% | |
5/7/2024 | Sei Investments Co. | 85,141 | $971K | 0.0% | -12.0% | 0.083% | |
5/7/2024 | SG Americas Securities LLC | 12,272 | $140K | 0.0% | N/A | 0.012% | |
5/6/2024 | LSV Asset Management | 465,525 | $5.31M | 0.0% | -10.3% | 0.456% | |
5/3/2024 | Delphi Financial Group Inc. | 60,000 | $685K | 0.4% | N/A | 0.059% | |
5/2/2024 | Quent Capital LLC | 10,031 | $114K | 0.0% | +17.7% | 0.010% | |
5/1/2024 | Mirae Asset Global Investments Co. Ltd. | 821,019 | $9.37M | 0.0% | +7.6% | 0.804% | |
4/30/2024 | Van ECK Associates Corp | 698,906 | $7.98M | 0.0% | +0.8% | 0.685% | |
4/29/2024 | Principal Financial Group Inc. | 11,690 | $133K | 0.0% | -10.0% | 0.011% | |
4/23/2024 | Global Retirement Partners LLC | 30,658 | $350K | 0.0% | +6.9% | 0.030% | |
4/18/2024 | Vaughan Nelson Investment Management L.P. | 3,180,567 | $36.29M | 0.3% | +14.8% | 3.116% | |
4/15/2024 | Future Financial Wealth Managment LLC | 3,000 | $34K | 0.0% | N/A | 0.003% | |
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4/15/2024 | Counterpoint Mutual Funds LLC | 11,222 | $128K | 0.0% | N/A | 0.011% | |
3/27/2024 | Nomura Holdings Inc. | 172,356 | $1.94M | 0.0% | +2.2% | 0.169% | |
3/11/2024 | Vanguard Group Inc. | 9,988,562 | $112.57M | 0.0% | +0.4% | 9.785% | |
3/5/2024 | Wellington Management Group LLP | 8,779,082 | $98.94M | 0.0% | +160.7% | 8.600% | |
3/1/2024 | Creekmur Asset Management LLC | 2,200 | $25K | 0.0% | N/A | 0.002% | |
2/14/2024 | Caxton Associates LP | 276,664 | $3.12M | 0.2% | -4.6% | 0.271% | |
2/14/2024 | Clayton Partners LLC | 95,000 | $1.07M | 0.8% | N/A | 0.093% | |
2/13/2024 | EMG Holdings L.P. | 918,302 | $10.35M | 1.7% | -57.9% | 0.901% | |
2/12/2024 | Allianz Asset Management GmbH | 212,070 | $2.39M | 0.0% | -21.9% | 0.208% | |
2/9/2024 | AXS Investments LLC | 227,653 | $2.57M | 0.6% | -10.0% | 0.223% | |