8/1/2025 | Capital Investment Counsel LLC | 295,291 | $5.67M | 0.9% | +8.3% | 0.019% | |
8/1/2025 | First National Trust Co | 255,542 | $4.91M | 0.2% | +22.7% | 0.017% | |
8/1/2025 | Teacher Retirement System of Texas | 90,259 | $1.73M | 0.0% | +14.4% | 0.006% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 302,432 | $5.81M | 0.1% | +2,667.5% | 0.020% | |
8/1/2025 | Transcend Capital Advisors LLC | 1,086,965 | $20.88M | 1.6% | -23.3% | 0.071% | |
8/1/2025 | MorganRosel Wealth Management LLC | 2,661 | $51K | 0.0% | N/A | 0.000% | |
8/1/2025 | Envestnet Asset Management Inc. | 954,764 | $18.34M | 0.0% | +4.0% | 0.062% | |
7/31/2025 | Nisa Investment Advisors LLC | 9,326 | $179K | 0.0% | +63.6% | 0.001% | |
7/31/2025 | Wealthfront Advisers LLC | 75,155 | $1.44M | 0.0% | -31.3% | 0.005% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 190,616 | $3.66M | 0.0% | +12.2% | 0.012% | |
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7/31/2025 | Catalyst Capital Advisors LLC | 27,459 | $527K | 0.0% | +225.9% | 0.002% | |
7/30/2025 | Bleakley Financial Group LLC | 11,383 | $219K | 0.0% | N/A | 0.001% | |
7/30/2025 | Ethic Inc. | 42,393 | $825K | 0.0% | +12.1% | 0.003% | |
7/30/2025 | Parcion Private Wealth LLC | 249,114 | $4.79M | 0.2% | N/A | 0.016% | |
7/30/2025 | Princeton Global Asset Management LLC | 8,212 | $158K | 0.0% | -90.1% | 0.001% | |
7/29/2025 | Lyell Wealth Management LP | 453,017 | $8.70M | 0.7% | N/A | 0.029% | |
7/29/2025 | Stephens Inc. AR | 667,466 | $12.82M | 0.2% | +3.3% | 0.043% | |
7/29/2025 | Chicago Partners Investment Group LLC | 601,768 | $12.29M | 0.4% | +8.1% | 0.039% | |
7/29/2025 | Stanley Laman Group Ltd. | 154,451 | $2.97M | 0.4% | -7.3% | 0.010% | |
7/28/2025 | Turtle Creek Wealth Advisors LLC | 1,098,663 | $21.11M | 2.5% | -0.5% | 0.071% | |
7/28/2025 | J.Safra Asset Management Corp | 12,806 | $249K | 0.0% | +22.2% | 0.001% | |
7/28/2025 | TD Asset Management Inc | 50,800 | $976K | 0.0% | N/A | 0.003% | |
7/28/2025 | IFC Advisors LLC | 264,719 | $5.09M | 1.0% | +9.4% | 0.017% | |
7/28/2025 | Perfromance Wealth Partners LLC | 27,225 | $523K | 0.0% | -81.3% | 0.002% | |
7/25/2025 | Verdence Capital Advisors LLC | 118,209 | $2.27M | 0.2% | +2.4% | 0.008% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 42,006 | $807K | 0.0% | +8.2% | 0.003% | |
7/25/2025 | Tranquility Partners LLC | 259,732 | $4.99M | 1.8% | +1.3% | 0.017% | |
7/25/2025 | Concurrent Investment Advisors LLC | 99,007 | $1.90M | 0.0% | +74.0% | 0.006% | |
7/25/2025 | Apollon Wealth Management LLC | 90,724 | $1.74M | 0.0% | +10.5% | 0.006% | |
7/24/2025 | Drucker Wealth 3.0 LLC | 20,788 | $404K | 0.1% | N/A | 0.001% | |
7/24/2025 | IFP Advisors Inc | 50,378 | $973K | 0.0% | -40.6% | 0.003% | |
7/24/2025 | Freedom Day Solutions LLC | 105,835 | $2.03M | 0.5% | -2.2% | 0.007% | |
7/24/2025 | Blair William & Co. IL | 56,647 | $1.09M | 0.0% | -1.4% | 0.004% | |
7/23/2025 | Maryland State Retirement & Pension System | 29,649 | $570K | 0.0% | +22.6% | 0.002% | |
7/23/2025 | Triasima Portfolio Management inc. | 35,948 | $691K | 0.1% | -7.8% | 0.002% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 59,395 | $1.14M | 0.1% | +22.8% | 0.004% | |
7/23/2025 | Joel Isaacson & Co. LLC | 53,911 | $1.04M | 0.0% | +24.0% | 0.004% | |
7/23/2025 | KLP Kapitalforvaltning AS | 122,400 | $2.35M | 0.0% | +10.5% | 0.008% | |
7/21/2025 | Hudson Valley Investment Advisors Inc. ADV | 235,173 | $4.52M | 0.5% | +32.7% | 0.015% | |
7/21/2025 | 111 Capital | 11,339 | $218K | 0.0% | N/A | 0.001% | |
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7/21/2025 | Vaughan Nelson Investment Management L.P. | 1,576,490 | $30.28M | 0.3% | +513.1% | 0.103% | |
7/21/2025 | Copeland Capital Management LLC | 11,597 | $223K | 0.0% | +31.0% | 0.001% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 52,820 | $1.02M | 0.0% | -21.6% | 0.003% | |
7/18/2025 | Truist Financial Corp | 985,272 | $18.93M | 0.0% | +0.1% | 0.064% | |
7/17/2025 | Janney Montgomery Scott LLC | 59,534 | $1.14M | 0.0% | +8.1% | 0.004% | |
7/17/2025 | Avior Wealth Management LLC | 30,703 | $590K | 0.0% | +20.1% | 0.002% | |
7/16/2025 | Townsend Asset Management Corp NC ADV | 293,258 | $5.63M | 2.0% | +1.9% | 0.019% | |
7/16/2025 | Signaturefd LLC | 9,826 | $189K | 0.0% | -11.4% | 0.001% | |
7/16/2025 | Steph & Co. | 10,410 | $200K | 0.1% | -5.6% | 0.001% | |
7/15/2025 | TD Private Client Wealth LLC | 9,795 | $188K | 0.0% | -56.4% | 0.001% | |
7/15/2025 | Foster Victor Wealth Advisors LLC | 654,566 | $12.73M | 0.9% | +4.8% | 0.043% | |
7/15/2025 | Public Employees Retirement System of Ohio | 189,397 | $3.64M | 0.0% | +17.3% | 0.012% | |
7/14/2025 | Argentarii LLC | 37,453 | $719K | 0.3% | -1.6% | 0.002% | |
7/14/2025 | Toth Financial Advisory Corp | 61,300 | $1.18M | 0.1% | +7.7% | 0.004% | |
7/14/2025 | Park Avenue Securities LLC | 12,450 | $239K | 0.0% | N/A | 0.001% | |
7/14/2025 | Border to Coast Pensions Partnership Ltd | 750,000 | $14.41M | 0.3% | +7.1% | 0.049% | |
7/11/2025 | SeaCrest Wealth Management LLC | 15,239 | $293K | 0.0% | N/A | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 12,195 | $239K | 0.0% | +6.3% | 0.001% | |
7/10/2025 | Wedmont Private Capital | 10,000 | $194K | 0.0% | N/A | 0.001% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 219,488 | $4.22M | 0.1% | +12.8% | 0.014% | |
7/8/2025 | Parallel Advisors LLC | 7,637 | $147K | 0.0% | +18.1% | 0.000% | |
6/18/2025 | Voya Investment Management LLC | 4,818,836 | $96.57M | 0.1% | -6.9% | 0.313% | |
6/4/2025 | First Hawaiian Bank | 14,548 | $292K | 0.0% | -24.2% | 0.001% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 1,994,159 | $39.96M | 0.0% | +26.7% | 0.130% | |
5/16/2025 | Empowered Funds LLC | 153,734 | $3.08M | 0.0% | -63.9% | 0.010% | |
5/16/2025 | Fred Alger Management LLC | 980,178 | $19.64M | 0.1% | -10.2% | 0.064% | |
5/16/2025 | Goldman Sachs Group Inc. | 2,275,930 | $45.61M | 0.0% | +0.2% | 0.148% | |
5/16/2025 | Select Equity Group L.P. | 1,936,610 | $38.81M | 0.2% | N/A | 0.126% | |
5/16/2025 | NewEdge Advisors LLC | 298,378 | $5.98M | 0.0% | +2.3% | 0.019% | |
5/16/2025 | HMI Capital Management L.P. | 1,514,100 | $30.34M | 1.7% | N/A | 0.098% | |
5/16/2025 | Banque Transatlantique SA | 1,700 | $31K | 0.0% | N/A | 0.000% | |
5/16/2025 | AQR Capital Management LLC | 346,286 | $6.79M | 0.0% | -5.6% | 0.023% | |
5/16/2025 | Advent International L.P. | 4,600,905 | $92.20M | 2.9% | +14.2% | 0.299% | |
5/15/2025 | Capital Investment Counsel LLC | 272,750 | $5.47M | 0.9% | N/A | 0.018% | |
5/15/2025 | FJ Capital Management LLC | 106,376 | $2.13M | 0.2% | +529.7% | 0.007% | |
5/15/2025 | Royal Bank of Canada | 397,990 | $7.98M | 0.0% | +50.0% | 0.026% | |
5/15/2025 | Beck Mack & Oliver LLC | 6,777,668 | $135.82M | 2.7% | +12.1% | 0.441% | |
5/15/2025 | MAI Capital Management | 212,806 | $4.27M | 0.0% | +9.3% | 0.014% | |
5/15/2025 | Quarry LP | 4,411 | $88K | 0.0% | -61.5% | 0.000% | |
5/15/2025 | Titleist Asset Management LLC | 10,273 | $206K | 0.0% | -34.2% | 0.001% | |
5/15/2025 | Baird Financial Group Inc. | 177,912 | $3.57M | 0.0% | +5.2% | 0.012% | |
5/15/2025 | Canada Pension Plan Investment Board | 125,478 | $2.52M | 0.0% | N/A | 0.008% | |
5/15/2025 | Safe Harbor Fiduciary LLC | 2,500 | $50K | 0.1% | N/A | 0.000% | |
5/15/2025 | Callodine Capital Management LP | 1,497,531 | $30.01M | 5.0% | +33.1% | 0.097% | |
5/14/2025 | Wealth Preservation Advisors LLC | 32,534 | $652K | 0.5% | N/A | 0.002% | |
5/14/2025 | Redwood Investment Management LLC | 185,161 | $3.71M | 0.4% | -15.3% | 0.012% | |
5/14/2025 | Gamco Investors INC. ET AL | 277,180 | $5.56M | 0.1% | -5.5% | 0.018% | |
5/14/2025 | Gabelli Funds LLC | 399,795 | $8.01M | 0.1% | +16.9% | 0.026% | |
5/14/2025 | Ceredex Value Advisors LLC | 3,259,655 | $65.32M | 1.4% | +167.1% | 0.212% | |
5/14/2025 | FORA Capital LLC | 48,856 | $979K | 0.1% | -60.9% | 0.003% | |
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5/14/2025 | Comerica Bank | 1,194,172 | $23.93M | 0.1% | -1.8% | 0.078% | |
5/14/2025 | ICONIQ Capital LLC | 33,500,000 | $671.34M | 12.4% | -0.1% | 2.178% | |
5/14/2025 | SVB Wealth LLC | 1,921 | $38K | 0.0% | N/A | 0.000% | |
5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,478 | $50K | 0.0% | +58.6% | 0.000% | |
5/14/2025 | 1832 Asset Management L.P. | 196,560 | $3.94M | 0.0% | +47.0% | 0.013% | |
5/14/2025 | Ameriprise Financial Inc. | 2,400,445 | $48.08M | 0.0% | -15.4% | 0.156% | |
5/14/2025 | Monashee Investment Management LLC | 150,000 | $3.01M | 0.4% | N/A | 0.010% | |
5/14/2025 | Credit Agricole S A | 133,739 | $2.68M | 0.0% | +104.0% | 0.009% | |
5/14/2025 | BI Asset Management Fondsmaeglerselskab A S | 3,943 | $79K | 0.0% | N/A | 0.000% | |
5/14/2025 | Hsbc Holdings PLC | 10,913 | $216K | 0.0% | N/A | 0.001% | |