7/3/2025 | First Hawaiian Bank | 18,931 | $1.85M | 0.3% | -4.6% | 0.000% | |
7/3/2025 | Arvest Investments Inc. | 47,213 | $4.62M | 0.7% | +3.9% | 0.001% | |
7/3/2025 | TrueWealth Advisors LLC | 13,518 | $1.32M | 0.4% | +18.9% | 0.000% | |
7/3/2025 | Collective Family Office LLC | 5,553 | $543K | 0.1% | +4.1% | 0.000% | |
7/3/2025 | McLean Asset Management Corp | 8,515 | $831K | 0.2% | +4.0% | 0.000% | |
7/2/2025 | Michael S. Ryan Inc. | 6,396 | $625K | 0.4% | +2.7% | 0.000% | |
7/2/2025 | Norway Savings Bank | 4,425 | $433K | 0.2% | -9.9% | 0.000% | |
7/2/2025 | Boston Standard Wealth Management LLC | 2,390 | $234K | 0.0% | N/A | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 4,530 | $443K | 0.1% | +25.6% | 0.000% | |
7/2/2025 | Helen Stephens Group LLC | 51,470 | $5.03M | 1.2% | +187.1% | 0.001% | |
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7/2/2025 | Crumly & Associates Inc. | 13,792 | $1.35M | 0.3% | -4.4% | 0.000% | |
7/2/2025 | Howard Financial Services LTD. | 9,751 | $953K | 0.1% | -13.4% | 0.000% | |
7/2/2025 | Doliver Advisors LP | 25,161 | $2.46M | 0.7% | -1.6% | 0.000% | |
7/2/2025 | First Financial Bank Trust Division | 21,230 | $2.08M | 0.2% | +6.0% | 0.000% | |
7/2/2025 | Jacobs & Co. CA | 75,970 | $7.43M | 0.7% | -2.5% | 0.001% | |
7/2/2025 | Marotta Asset Management | 2,318 | $227K | 0.0% | -10.5% | 0.000% | |
7/2/2025 | Waller Financial Planning Group Inc. | 4,286 | $419K | 0.1% | -9.3% | 0.000% | |
7/1/2025 | Legacy Wealth Management LLC MS | 78,429 | $7.67M | 2.3% | -2.2% | 0.001% | |
7/1/2025 | Park National Corp OH | 26,609 | $2.60M | 0.1% | +0.4% | 0.000% | |
7/1/2025 | Harbor Investment Advisory LLC | 52,554 | $5.14M | 0.4% | +1.1% | 0.001% | |
7/1/2025 | Kera Capital Partners Inc. | 3,671 | $359K | 0.1% | +37.0% | 0.000% | |
7/1/2025 | Private Client Services LLC | 9,626 | $941K | 0.4% | -10.4% | 0.000% | |
7/1/2025 | BancFirst Trust & Investment Management | 5,076 | $494K | 0.2% | -12.5% | 0.000% | |
7/1/2025 | Rowlandmiller & PARTNERS.ADV | 186,819 | $18.27M | 3.8% | -1.2% | 0.002% | |
7/1/2025 | Cullen Investment Group LTD. | 327,474 | $32.02M | 4.5% | +0.7% | 0.004% | |
6/30/2025 | Pensionfund Sabic | 39,400 | $3.46M | 1.0% | -21.2% | 0.000% | |
6/27/2025 | AdviceOne Advisory Services LLC | 7,083 | $622K | 0.5% | -3.3% | 0.000% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 212,496 | $18.66M | 1.1% | N/A | 0.003% | |
6/24/2025 | Rainier Family Wealth Inc. | 10,165 | $892K | 1.1% | +2.7% | 0.000% | |
6/23/2025 | Swedbank AB | 4,696,728 | $412.33M | 0.5% | -12.1% | 0.059% | |
6/18/2025 | Voya Investment Management LLC | 7,068,645 | $620.02M | 0.7% | +28.6% | 0.089% | |
6/17/2025 | Howe & Rusling Inc. | 5,836 | $512K | 0.0% | -8.6% | 0.000% | |
6/17/2025 | Ridgepath Capital Management LLC | 70,536 | $6.19M | 3.0% | +85.6% | 0.001% | |
6/16/2025 | Maple Capital Management Inc. | 6,473 | $568K | 0.0% | +1.8% | 0.000% | |
6/16/2025 | Lynx Investment Advisory | 4,014 | $352K | 0.2% | +5.2% | 0.000% | |
6/10/2025 | Compass Financial Services Inc | 3,714 | $326K | 0.2% | +43.5% | 0.000% | |
6/10/2025 | Birchbrook Inc. | 17,826 | $1.57M | 0.9% | -6.5% | 0.000% | |
6/9/2025 | 1248 Management LLC | 2,969 | $261K | 0.1% | N/A | 0.000% | |
6/9/2025 | Asset Planning Services Inc. LA ADV | 99,130 | $8.70M | 4.4% | -0.6% | 0.001% | |
6/6/2025 | Nicola Wealth Management LTD. | 240,200 | $21.09M | 2.1% | -14.3% | 0.003% | |
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6/4/2025 | First Hawaiian Bank | 19,838 | $1.74M | 0.1% | -55.6% | 0.000% | |
6/3/2025 | CBIZ Investment Advisory Services LLC | 3,209 | $282K | 0.0% | +9.4% | 0.000% | |
6/3/2025 | Invst LLC | 21,572 | $1.89M | 0.3% | -45.9% | 0.000% | |
6/2/2025 | Hodges Capital Management Inc. | 107,624 | $9.45M | 1.0% | -23.3% | 0.001% | |
6/2/2025 | Modern Wealth Management LLC | 62,202 | $5.46M | 0.2% | +15.3% | 0.001% | |
5/29/2025 | Nova Wealth Management Inc. | 585 | $51K | 0.0% | +93.1% | 0.000% | |
5/29/2025 | Apeiron RIA LLC | 11,671 | $1.03M | 0.3% | -1.3% | 0.000% | |
5/28/2025 | Jones Financial Companies Lllp | 461,806 | $39.42M | 0.0% | +40.5% | 0.006% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 22,260 | $1.95M | 0.7% | -8.3% | 0.000% | |
5/28/2025 | Vista Cima Wealth Management LLC | 2,658 | $233K | 0.2% | -5.2% | 0.000% | |
5/28/2025 | Strs Ohio | 1,683,376 | $147.78M | 0.6% | N/A | 0.021% | |
5/28/2025 | Wealth Management Associates Inc. | 14,331 | $1.26M | 0.5% | -1.8% | 0.000% | |
5/28/2025 | Intrua Financial LLC | 9,760 | $857K | 0.1% | -9.8% | 0.000% | |
5/28/2025 | Turn8 Private Wealth Inc. | 39,229 | $3.44M | 2.7% | -6.1% | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 121,094 | $10.63M | 0.8% | -0.8% | 0.002% | |
5/27/2025 | Advisors Capital Management LLC | 219,788 | $19.30M | 0.3% | -6.4% | 0.003% | |
5/27/2025 | Iron Gate Global Advisors LLC | 43,267 | $3.81M | 0.5% | -9.5% | 0.001% | |
5/23/2025 | SWAN Capital LLC | 1,224 | $107K | 0.0% | -11.6% | 0.000% | |
5/22/2025 | Rollins Financial Advisors LLC | 7,318 | $642K | 0.1% | +3.1% | 0.000% | |
5/22/2025 | Mattson Financial Services LLC | 40,618 | $3.57M | 1.1% | -2.2% | 0.001% | |
5/21/2025 | Indiana Trust & Investment Management Co | 19,960 | $1.75M | 0.6% | +7.3% | 0.000% | |
5/21/2025 | MBL Wealth LLC | 13,598 | $1.19M | 0.1% | +13.3% | 0.000% | |
5/21/2025 | McAdam LLC | 9,273 | $814K | 0.1% | -3.0% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 1,396,631 | $122.59M | 0.3% | -6.2% | 0.017% | |
5/21/2025 | Geneos Wealth Management Inc. | 65,934 | $5.79M | 0.2% | +7.1% | 0.001% | |
5/21/2025 | Schmidt P J Investment Management Inc. | 6,115 | $537K | 0.1% | +2.9% | 0.000% | |
5/21/2025 | IFM Investors Pty Ltd | 797,963 | $70.05M | 0.8% | -0.2% | 0.010% | |
5/20/2025 | Acorns Advisers LLC | 8,256 | $725K | 0.0% | +10.5% | 0.000% | |
5/20/2025 | Fortis Capital Advisors LLC | 4,659 | $409K | 0.1% | +63.2% | 0.000% | |
5/20/2025 | Belpointe Asset Management LLC | 44,513 | $3.91M | 0.2% | +2.4% | 0.001% | |
5/20/2025 | Jupiter Wealth Management LLC | 9,932 | $872K | 0.6% | -20.4% | 0.000% | |
5/20/2025 | Intech Investment Management LLC | 781,967 | $68.65M | 0.7% | -14.2% | 0.010% | |
5/20/2025 | Focus Partners Wealth | 2,439,755 | $214.19M | 0.5% | -8.3% | 0.030% | |
5/20/2025 | Flaharty Asset Management LLC | 6,459 | $567K | 0.1% | +3.7% | 0.000% | |
5/20/2025 | Integrity Alliance LLC. | 259,197 | $22.76M | 0.9% | +637.3% | 0.003% | |
5/20/2025 | Ransom Advisory Ltd | 10,562 | $927K | 0.5% | N/A | 0.000% | |
5/20/2025 | Anchor Investment Management LLC | 81,698 | $7.17M | 0.7% | +0.2% | 0.001% | |
5/20/2025 | Glenview Trust co | 848,748 | $74.51M | 1.4% | +0.5% | 0.011% | |
5/20/2025 | Aspen Investment Management Inc | 47,502 | $4.17M | 1.9% | +3.5% | 0.001% | |
5/20/2025 | Ilmarinen Mutual Pension Insurance Co | 691,500 | $60.71M | 0.5% | +4.7% | 0.009% | |
5/20/2025 | Plato Investment Management Ltd | 97,178 | $8.62M | 0.7% | -2.5% | 0.001% | |
5/20/2025 | Security National Bank of Sioux City Iowa IA | 35,683 | $3.13M | 2.3% | -5.1% | 0.000% | |
5/19/2025 | SageView Advisory Group LLC | 45,691 | $4.01M | 0.2% | -2.2% | 0.001% | |
5/19/2025 | Advisory Alpha LLC | 33,665 | $2.96M | 0.1% | +14.5% | 0.000% | |
5/19/2025 | Alaethes Wealth LLC | 4,211 | $371K | 0.1% | +9.5% | 0.000% | |
5/19/2025 | SCS Capital Management LLC | 53,467 | $4.70M | 0.1% | N/A | 0.001% | |
5/19/2025 | Smith Asset Management Co. LLC | 4,410 | $387K | 0.4% | N/A | 0.000% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 26,726,559 | $2.35B | 0.6% | +3.1% | 0.334% | |
5/19/2025 | Legacy Advisory Services LLC | 5,649 | $496K | 0.4% | N/A | 0.000% | |
5/16/2025 | Wilson & Boucher Capital Management LLC | 18,062 | $1.59M | 1.2% | -6.2% | 0.000% | |
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5/16/2025 | Woodline Partners LP | 366,499 | $32.18M | 0.2% | +40.6% | 0.005% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 1,916,295 | $168.23M | 1.4% | -30.7% | 0.024% | |
5/16/2025 | Prostatis Group LLC | 13,603 | $1.19M | 0.4% | -21.0% | 0.000% | |
5/16/2025 | American Trust | 12,270 | $1.08M | 0.3% | +10.7% | 0.000% | |
5/16/2025 | McIlrath & Eck LLC | 5,298 | $465K | 0.1% | +47.9% | 0.000% | |
5/16/2025 | Empowered Funds LLC | 250,141 | $21.96M | 0.3% | +57.2% | 0.003% | |
5/16/2025 | Faithward Advisors LLC | 11,012 | $967K | 0.2% | +4.1% | 0.000% | |
5/16/2025 | MBB Public Markets I LLC | 3,668 | $322K | 0.0% | N/A | 0.000% | |
5/16/2025 | Ascent Group LLC | 141,067 | $12.38M | 0.5% | +10.7% | 0.002% | |
5/16/2025 | Meiji Yasuda Life Insurance Co | 268,008 | $23.53M | 0.5% | -2.3% | 0.003% | |