8/1/2025 | Envestnet Asset Management Inc. | 363,557 | $6.66M | 0.0% | +4.1% | 0.052% | |
7/31/2025 | Jackson Hole Capital Partners LLC | 55,296 | $1.01M | 0.2% | +2.3% | 0.008% | |
7/30/2025 | Brookstone Capital Management | 17,105 | $313K | 0.0% | -4.9% | 0.002% | |
7/30/2025 | D.A. Davidson & CO. | 29,433 | $539K | 0.0% | +12.1% | 0.004% | |
7/30/2025 | Avidian Wealth Enterprises LLC | 27,955 | $512K | 0.0% | -3.2% | 0.004% | |
7/29/2025 | Stephens Inc. AR | 111,785 | $2.05M | 0.0% | +19.5% | 0.016% | |
7/29/2025 | Chicago Partners Investment Group LLC | 212,346 | $3.97M | 0.1% | -1.2% | 0.030% | |
7/29/2025 | Spirit of America Management Corp NY | 269,300 | $4.93M | 1.0% | -19.0% | 0.038% | |
7/29/2025 | Arista Wealth Management LLC | 11,600 | $213K | 0.0% | N/A | 0.002% | |
7/29/2025 | Stratos Wealth Partners LTD. | 31,352 | $574K | 0.0% | +10.9% | 0.004% | |
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7/29/2025 | Oxbow Advisors LLC | 113,932 | $2.09M | 0.2% | -3.4% | 0.016% | |
7/28/2025 | Turtle Creek Wealth Advisors LLC | 40,820 | $748K | 0.1% | +22.5% | 0.006% | |
7/28/2025 | Rosenberg Matthew Hamilton | 3,888 | $71K | 0.0% | N/A | 0.001% | |
7/28/2025 | Mutual Advisors LLC | 17,062 | $319K | 0.0% | +39.8% | 0.002% | |
7/28/2025 | Morningstar Investment Management LLC | 52,623 | $964K | 0.1% | +6.7% | 0.007% | |
7/25/2025 | Atria Wealth Solutions Inc. | 27,550 | $508K | 0.0% | -16.6% | 0.004% | |
7/25/2025 | Quantum Financial Planning Services Inc. | 10,000 | $183K | 0.1% | N/A | 0.001% | |
7/25/2025 | Apollon Wealth Management LLC | 80,515 | $1.48M | 0.0% | +0.8% | 0.011% | |
7/24/2025 | Trust Co. of Toledo NA OH | 50,982 | $934K | 0.1% | N/A | 0.007% | |
7/24/2025 | Blue Trust Inc. | 1,761 | $32K | 0.0% | +76.1% | 0.000% | |
7/24/2025 | Wealthstar Advisors LLC | 41,383 | $758K | 0.3% | +10.8% | 0.006% | |
7/24/2025 | IFP Advisors Inc | 8,457 | $155K | 0.0% | -23.7% | 0.001% | |
7/24/2025 | Blair William & Co. IL | 42,440 | $778K | 0.0% | +70.6% | 0.006% | |
7/24/2025 | US Bancorp DE | 123,242 | $2.26M | 0.0% | -2.5% | 0.018% | |
7/23/2025 | Maryland State Retirement & Pension System | 418,310 | $7.66M | 0.2% | +6.2% | 0.059% | |
7/23/2025 | Prasad Wealth Partners LLC | 14,677 | $269K | 0.1% | -4.1% | 0.002% | |
7/22/2025 | Chung Wu Investment Group LLC | 40,278 | $738K | 0.8% | +2.5% | 0.006% | |
7/22/2025 | Valeo Financial Advisors LLC | 21,101 | $387K | 0.0% | +48.4% | 0.003% | |
7/21/2025 | Ameritas Advisory Services LLC | 3,139 | $58K | 0.0% | N/A | 0.000% | |
7/21/2025 | Hilltop National Bank | 3,300 | $60K | 0.0% | N/A | 0.000% | |
7/18/2025 | Naples Global Advisors LLC | 12,900 | $236K | 0.0% | +15.7% | 0.002% | |
7/18/2025 | PFG Investments LLC | 67,997 | $1.25M | 0.1% | +24.5% | 0.010% | |
7/17/2025 | HB Wealth Management LLC | 15,247 | $279K | 0.0% | +5.2% | 0.002% | |
7/17/2025 | Janney Montgomery Scott LLC | 105,263 | $1.93M | 0.0% | +3.3% | 0.015% | |
7/17/2025 | Hengehold Capital Management LLC | 82,470 | $1.51M | 0.1% | +1.9% | 0.012% | |
7/16/2025 | Eagle Global Advisors LLC | 3,876,656 | $71.02M | 2.9% | -8.5% | 0.551% | |
7/16/2025 | Magnus Financial Group LLC | 13,881 | $254K | 0.0% | +7.4% | 0.002% | |
7/15/2025 | Clarus Group Inc. | 93,131 | $1.71M | 0.6% | +0.9% | 0.013% | |
7/15/2025 | Bank of Stockton | 12,363 | $226K | 0.1% | -6.1% | 0.002% | |
7/14/2025 | IronOak Wealth LLC. | 16,923 | $310K | 0.3% | N/A | 0.002% | |
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7/14/2025 | U.S. Capital Wealth Advisors LLC | 366,691 | $6.72M | 0.2% | +34.5% | 0.052% | |
7/14/2025 | CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT | 145,300 | $2.66M | 0.2% | -21.1% | 0.021% | |
7/11/2025 | Miller Howard Investments Inc. NY | 2,864,383 | $52.48M | 1.7% | +0.1% | 0.407% | |
7/10/2025 | Oliver Lagore Vanvalin Investment Group | 1,989 | $40K | 0.0% | N/A | 0.000% | |
7/10/2025 | Exchange Traded Concepts LLC | 494,855 | $9.07M | 0.1% | -3.2% | 0.070% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 71,354 | $1.32M | 0.0% | -6.2% | 0.010% | |
7/10/2025 | Secure Asset Management LLC | 22,168 | $406K | 0.1% | +40.5% | 0.003% | |
7/10/2025 | Chickasaw Capital Management LLC | 2,557,762 | $46.86M | 1.9% | +8.7% | 0.364% | |
7/9/2025 | Gilman Hill Asset Management LLC | 97,065 | $1.78M | 0.3% | +16.1% | 0.014% | |
7/8/2025 | Atwood & Palmer Inc. | 2,304 | $42K | 0.0% | N/A | 0.000% | |
7/8/2025 | Adams Asset Advisors LLC | 787,922 | $14.44M | 2.0% | +3.2% | 0.112% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 103,661 | $1.90M | 0.4% | +11.2% | 0.015% | |
7/7/2025 | Walnut Private Equity Partners LLC | 550,000 | $10.08M | 5.9% | +4.8% | 0.078% | |
7/2/2025 | Doliver Advisors LP | 20,778 | $381K | 0.1% | -5.5% | 0.003% | |
6/10/2025 | BROOKFIELD Corp ON | 5,698,359 | $113.97M | 0.6% | +50.2% | 0.810% | |
6/3/2025 | Inspire Investing LLC | 38,232 | $765K | 0.1% | -21.5% | 0.005% | |
5/21/2025 | Acadian Asset Management LLC | 1,621,174 | $32.42M | 0.1% | +1.6% | 0.231% | |
5/20/2025 | Belpointe Asset Management LLC | 10,798 | $216K | 0.0% | N/A | 0.002% | |
5/20/2025 | Focus Partners Wealth | 34,150 | $683K | 0.0% | -9.7% | 0.005% | |
5/19/2025 | SCS Capital Management LLC | 34,947 | $699K | 0.0% | N/A | 0.005% | |
5/16/2025 | Goldman Sachs Group Inc. | 21,144,687 | $422.89M | 0.1% | +7.8% | 3.007% | |
5/16/2025 | NewEdge Advisors LLC | 12,982 | $260K | 0.0% | N/A | 0.002% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 16,463,963 | $329.28M | 0.7% | +7.6% | 2.339% | |
5/16/2025 | Greenline Partners LLC | 11,279 | $226K | 0.0% | +757.7% | 0.002% | |
5/16/2025 | Advisors Asset Management Inc. | 277,184 | $5.54M | 0.1% | +27.3% | 0.039% | |
5/15/2025 | Royal Bank of Canada | 553,505 | $11.07M | 0.0% | +3.3% | 0.079% | |
5/15/2025 | Energy Income Partners LLC | 1,151,986 | $23.04M | 0.4% | -11.0% | 0.164% | |
5/15/2025 | DRW Securities LLC | 11,632 | $233K | 0.0% | N/A | 0.002% | |
5/15/2025 | State of Wyoming | 25,235 | $505K | 0.1% | +86.9% | 0.004% | |
5/15/2025 | Tortoise Investment Management LLC | 3,500 | $70K | 0.0% | N/A | 0.000% | |
5/15/2025 | BNP Paribas Financial Markets | 2,659,047 | $53.18M | 0.0% | +32.0% | 0.378% | |
5/15/2025 | Callodine Capital Management LP | 150,000 | $3M | 0.5% | +50.0% | 0.021% | |
5/14/2025 | CreativeOne Wealth LLC | 13,851 | $277K | 0.0% | N/A | 0.002% | |
5/14/2025 | FORA Capital LLC | 17,135 | $343K | 0.0% | N/A | 0.002% | |
5/14/2025 | Southeast Asset Advisors LLC | 15,000 | $300K | 0.0% | N/A | 0.002% | |
5/14/2025 | Jump Financial LLC | 101,023 | $2.02M | 0.0% | -79.3% | 0.014% | |
5/14/2025 | Kestra Advisory Services LLC | 93,984 | $1.88M | 0.0% | -1.2% | 0.013% | |
5/14/2025 | Tortoise Capital Advisors L.L.C. | 12,465,499 | $249.31M | 3.0% | -6.4% | 1.771% | |
5/14/2025 | Lee Financial Co | 21,177 | $424K | 0.1% | -51.7% | 0.003% | |
5/13/2025 | Northern Trust Corp | 987,252 | $19.75M | 0.0% | +89.8% | 0.140% | |
5/13/2025 | Summit Securities Group LLC | 42,700 | $854K | 0.1% | +359.1% | 0.006% | |
5/13/2025 | Penn Mutual Asset Management | 19,500 | $390K | 0.7% | N/A | 0.003% | |
5/13/2025 | Raymond James Financial Inc. | 664,784 | $13.30M | 0.0% | +1.0% | 0.094% | |
5/13/2025 | Cresset Asset Management LLC | 73,507 | $1.47M | 0.0% | -6.7% | 0.010% | |
5/13/2025 | RR Advisors LLC | 159,000 | $3.18M | 0.8% | -10.7% | 0.023% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 655,363 | $13.11M | 0.1% | -6.0% | 0.093% | |
5/12/2025 | Eagle Global Advisors LLC | 4,238,249 | $84.77M | 3.5% | -9.2% | 0.602% | |
5/12/2025 | Nuveen LLC | 414,482 | $8.29M | 0.0% | N/A | 0.059% | |
5/12/2025 | Virtu Financial LLC | 11,743 | $235K | 0.0% | N/A | 0.002% | |
5/12/2025 | Invesco Ltd. | 29,599,382 | $591.99M | 0.1% | +6.4% | 4.206% | |
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5/12/2025 | Townsquare Capital LLC | 16,155 | $323K | 0.0% | +14.2% | 0.002% | |
5/12/2025 | NBW Capital LLC | 655,601 | $13.11M | 2.9% | +3.7% | 0.093% | |
5/12/2025 | National Bank of Canada FI | 3,210 | $64K | 0.0% | +99.4% | 0.000% | |
5/12/2025 | Citigroup Inc. | 1,045,407 | $20.91M | 0.0% | -69.7% | 0.149% | |
5/12/2025 | Fayez Sarofim & Co | 1,684,953 | $33.70M | 0.1% | +1.5% | 0.239% | |
5/12/2025 | Maryland State Retirement & Pension System | 393,863 | $7.88M | 0.2% | +2.8% | 0.056% | |
5/9/2025 | Deutsche Bank AG | 2,252,207 | $45.04M | 0.0% | -7.2% | 0.320% | |
5/9/2025 | Goldman Sachs Group Inc. | 21,144,687 | $422.89M | 0.1% | +7.8% | 3.004% | |
5/9/2025 | Westwood Holdings Group Inc. | 1,697,791 | $33.96M | 0.3% | -6.8% | 0.241% | |
5/9/2025 | Atria Wealth Solutions Inc. | 33,048 | $661K | 0.0% | -64.7% | 0.005% | |