8/1/2025 | Envestnet Asset Management Inc. | 80,228 | $4.40M | 0.0% | +76.1% | 0.331% | |
7/31/2025 | Nisa Investment Advisors LLC | 27,700 | $1.52M | 0.0% | -32.6% | 0.114% | |
7/31/2025 | Catalyst Capital Advisors LLC | 471,240 | $25.83M | 0.5% | +5.5% | 1.943% | |
7/31/2025 | GenTrust LLC | 278,761 | $15.28M | 0.7% | +1,024.9% | 1.150% | |
7/30/2025 | Retirement Planning Group LLC | 4,892 | $268K | 0.0% | +12.9% | 0.020% | |
7/29/2025 | Millburn Ridgefield LLC DE | 471,240 | $25.83M | 0.6% | +5.5% | 1.943% | |
7/29/2025 | Bellecapital International Ltd. | 3,855 | $211K | 0.0% | N/A | 0.016% | |
7/25/2025 | Allspring Global Investments Holdings LLC | 1,138,695 | $62.41M | 0.1% | -2.3% | 4.696% | |
7/24/2025 | Lmcg Investments LLC | 19,065 | $1.05M | 0.1% | -5.4% | 0.079% | |
7/24/2025 | Rice Partnership LLC | 106,366 | $5.83M | 1.0% | +10.1% | 0.439% | |
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7/23/2025 | Vontobel Holding Ltd. | 705,831 | $38.69M | 0.1% | +8.3% | 2.911% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 3,809 | $209K | 0.0% | N/A | 0.016% | |
7/23/2025 | Ameliora Wealth Management Ltd. | 25,298 | $1.39M | 0.5% | +8.0% | 0.104% | |
7/22/2025 | MGO Private Wealth LLC | 14,130 | $774K | 0.5% | N/A | 0.058% | |
7/17/2025 | BFI Infinity Ltd. | 20,117 | $1.10M | 0.9% | +10.5% | 0.083% | |
7/16/2025 | CX Institutional | 8,980 | $492K | 0.0% | -4.0% | 0.037% | |
7/15/2025 | Compagnie Lombard Odier SCmA | 47,894 | $2.63M | 0.0% | +2.0% | 0.198% | |
7/15/2025 | Pictet North America Advisors SA | 41,986 | $2.30M | 0.2% | -20.5% | 0.173% | |
7/11/2025 | CX Institutional | 8,980 | $492K | 0.0% | -4.0% | 0.037% | |
7/10/2025 | Polianta Ltd | 234,500 | $12.85M | 5.5% | N/A | 0.967% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 7,695 | $422K | 0.0% | +4.6% | 0.032% | |
7/8/2025 | Boltwood Capital Management | 5,875 | $322K | 0.1% | +6.3% | 0.024% | |
7/8/2025 | Parallel Advisors LLC | 1,017 | $56K | 0.0% | N/A | 0.004% | |
7/2/2025 | Marotta Asset Management | 11,656 | $639K | 0.1% | -9.7% | 0.048% | |
5/19/2025 | Jane Street Group LLC | 33,989 | $1.76M | 0.0% | -81.8% | 0.149% | |
5/16/2025 | Integrated Wealth Concepts LLC | 44,390 | $2.30M | 0.0% | +27.1% | 0.200% | |
5/16/2025 | AlTi Global Inc. | 5,864 | $304K | 0.0% | N/A | 0.026% | |
5/16/2025 | 1607 Capital Partners LLC | 747,314 | $38.70M | 3.1% | -6.8% | 3.359% | |
5/15/2025 | Royal Bank of Canada | 185,839 | $9.62M | 0.0% | +26.8% | 0.835% | |
5/15/2025 | DRW Securities LLC | 68,770 | $3.56M | 0.1% | +258.3% | 0.309% | |
5/15/2025 | Baird Financial Group Inc. | 5,730 | $297K | 0.0% | -13.7% | 0.026% | |
5/15/2025 | Evergreen Capital Management LLC | 18,169 | $941K | 0.0% | +7.9% | 0.082% | |
5/14/2025 | Comerica Bank | 3,405 | $176K | 0.0% | +36.3% | 0.015% | |
5/14/2025 | Tiemann Investment Advisors LLC | 3,975 | $206K | 0.1% | N/A | 0.018% | |
5/14/2025 | PGIM Custom Harvest LLC | 73,815 | $3.82M | 0.1% | +9.7% | 0.332% | |
5/14/2025 | Hsbc Holdings PLC | 25,680 | $1.33M | 0.0% | +16.5% | 0.115% | |
5/13/2025 | Global Endowment Management LP | 8,000 | $414K | 0.1% | -50.0% | 0.036% | |
5/13/2025 | Kovitz Investment Group Partners LLC | 6,806 | $353K | 0.0% | +13.1% | 0.031% | |
5/13/2025 | HighTower Advisors LLC | 119,938 | $6.21M | 0.0% | -21.4% | 0.539% | |
5/13/2025 | Trajan Wealth LLC | 270,637 | $14.02M | 0.8% | -2.5% | 1.216% | |
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5/12/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 17,176 | $889K | 0.1% | -23.4% | 0.077% | |
5/12/2025 | National Bank of Canada FI | 12,825 | $664K | 0.0% | +78.6% | 0.058% | |
5/12/2025 | AlphaCore Capital LLC | 543 | $28K | 0.0% | N/A | 0.002% | |
5/9/2025 | Atria Wealth Solutions Inc. | 14,691 | $761K | 0.0% | -1.3% | 0.066% | |
5/9/2025 | Banco Santander S.A. | 5,604 | $290K | 0.0% | N/A | 0.025% | |
5/9/2025 | PNC Financial Services Group Inc. | 17,026 | $882K | 0.0% | +1.2% | 0.077% | |
5/8/2025 | MONECO Advisors LLC | 31,180 | $1.62M | 0.2% | N/A | 0.140% | |
5/8/2025 | Banque Cantonale Vaudoise | 8,172 | $423K | 0.0% | N/A | 0.037% | |
5/7/2025 | LPL Financial LLC | 361,454 | $18.72M | 0.0% | -1.1% | 1.625% | |
5/6/2025 | Assetmark Inc. | 7,612 | $394K | 0.0% | -91.8% | 0.034% | |
5/6/2025 | Cetera Investment Advisers | 12,834 | $665K | 0.0% | -85.4% | 0.058% | |
5/6/2025 | Mount Lucas Management LP | 15,125 | $783K | 0.3% | N/A | 0.068% | |
5/6/2025 | Bank Julius Baer & Co. Ltd Zurich | 157,543 | $8.16M | 0.0% | -55.9% | 0.708% | |
5/5/2025 | Lunt Capital Management Inc. | 4,039 | $209K | 0.1% | N/A | 0.018% | |
5/2/2025 | Victory Capital Management Inc. | 3,991 | $207K | 0.0% | N/A | 0.018% | |
4/30/2025 | Allworth Financial LP | 1,472 | $78K | 0.0% | +71.4% | 0.007% | |
4/29/2025 | Envestnet Asset Management Inc. | 45,552 | $2.36M | 0.0% | -65.1% | 0.205% | |
4/29/2025 | Rice Partnership LLC | 96,612 | $5.00M | 1.0% | +15.6% | 0.434% | |
4/29/2025 | Catalyst Capital Advisors LLC | 446,817 | $23.14M | 0.5% | -5.1% | 2.008% | |
4/28/2025 | LFA Lugano Financial Advisors SA | 19,246 | $997K | 0.7% | +9.3% | 0.086% | |
4/28/2025 | Pictet North America Advisors SA | 52,797 | $2.73M | 0.3% | -74.0% | 0.237% | |
4/28/2025 | Vontobel Holding Ltd. | 651,467 | $33.74M | 0.1% | -1.4% | 2.928% | |
4/28/2025 | Astoria Portfolio Advisors LLC. | 4,560 | $238K | 0.1% | N/A | 0.020% | |
4/25/2025 | WestEnd Advisors LLC | 3,991 | $207K | 0.0% | N/A | 0.018% | |
4/24/2025 | Allspring Global Investments Holdings LLC | 1,165,695 | $60.37M | 0.1% | +16.7% | 5.360% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 900 | $47K | 0.0% | N/A | 0.004% | |
4/23/2025 | GenTrust LLC | 24,781 | $1.28M | 0.1% | +2.4% | 0.114% | |
4/22/2025 | Innealta Capital LLC | 22,284 | $1.15M | 0.6% | N/A | 0.102% | |
4/21/2025 | Trifecta Capital Advisors LLC | 1,325 | $69K | 0.0% | N/A | 0.006% | |
4/21/2025 | Friedenthal Financial | 2,200 | $114K | 0.1% | N/A | 0.010% | |
4/21/2025 | Dunhill Financial LLC | 1,696 | $88K | 0.0% | N/A | 0.008% | |
4/18/2025 | Clarius Group LLC | 3,953 | $205K | 0.0% | N/A | 0.018% | |
4/16/2025 | Compagnie Lombard Odier SCmA | 46,944 | $2.43M | 0.0% | +26.8% | 0.216% | |
4/15/2025 | Millburn Ridgefield LLC DE | 446,817 | $23.14M | 0.6% | -5.1% | 2.054% | |
4/15/2025 | CX Institutional | 9,354 | $484K | 0.0% | -88.9% | 0.043% | |
4/15/2025 | BFI Infinity Ltd. | 18,198 | $942K | 1.0% | -2.6% | 0.084% | |
4/15/2025 | Ameliora Wealth Management Ltd. | 23,423 | $1.21M | 0.5% | -15.8% | 0.108% | |
4/10/2025 | Retirement Planning Group LLC | 4,332 | $224K | 0.0% | N/A | 0.020% | |
4/10/2025 | Lmcg Investments LLC | 20,155 | $1.04M | 0.1% | -8.7% | 0.093% | |
4/2/2025 | Marotta Asset Management | 12,910 | $673K | 0.1% | +7.1% | 0.058% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 1,669 | $86K | 0.0% | +17.8% | 0.007% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 7,335 | $337K | 0.0% | -6.5% | 0.033% | |
2/17/2025 | Waverly Advisors LLC | 197,102 | $9.06M | 0.1% | +5.5% | 0.834% | |
2/17/2025 | Squarepoint Ops LLC | 4,574 | $210K | 0.0% | N/A | 0.019% | |
2/17/2025 | Quantinno Capital Management LP | 11,218 | $516K | 0.0% | +5.9% | 0.047% | |
2/17/2025 | Cetera Investment Advisers | 87,729 | $4.03M | 0.0% | -3.1% | 0.371% | |
2/17/2025 | Centiva Capital LP | 32,100 | $1.48M | 0.0% | N/A | 0.136% | |
2/17/2025 | Baird Financial Group Inc. | 6,637 | $305K | 0.0% | -14.7% | 0.028% | |
2/17/2025 | Bank of America Corp DE | 1,765,536 | $81.14M | 0.0% | +7.8% | 7.472% | |
2/17/2025 | BNP Paribas Financial Markets | 19,795 | $910K | 0.0% | +2,144.3% | 0.084% | |
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2/17/2025 | Ameriprise Financial Inc. | 325,480 | $14.96M | 0.0% | +59.4% | 1.377% | |
2/14/2025 | Jane Street Group LLC | 186,863 | $8.59M | 0.0% | -17.7% | 0.791% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 6,019 | $277K | 0.0% | -7.8% | 0.025% | |
2/14/2025 | Integrated Wealth Concepts LLC | 34,913 | $1.61M | 0.0% | +25.6% | 0.148% | |
2/14/2025 | Susquehanna International Group LLP | 64,070 | $2.95M | 0.0% | +428.2% | 0.271% | |
2/14/2025 | TD Waterhouse Canada Inc. | 48,738 | $2.24M | 0.0% | +1.9% | 0.206% | |
2/14/2025 | Trajan Wealth LLC | 277,623 | $12.76M | 0.7% | +17.6% | 1.175% | |
2/13/2025 | Zacks Investment Management | 20,550 | $944K | 0.0% | -6.4% | 0.087% | |
2/13/2025 | 1607 Capital Partners LLC | 801,914 | $36.86M | 3.0% | -6.7% | 3.394% | |
2/13/2025 | Evergreen Capital Management LLC | 16,844 | $774K | 0.0% | -4.4% | 0.071% | |