8/1/2025 | Cedar Point Capital Partners LLC | 48,956 | $1.18M | 0.8% | N/A | 0.342% | |
8/1/2025 | Envestnet Asset Management Inc. | 1,057,729 | $25.49M | 0.0% | N/A | 7.397% | |
7/29/2025 | Private Trust Co. NA | 2,625 | $63K | 0.0% | N/A | 0.018% | |
7/29/2025 | Empirical Asset Management LLC | 44,670 | $1.08M | 0.3% | +6.4% | 0.312% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 11,523 | $278K | 0.0% | -16.9% | 0.081% | |
7/21/2025 | Ameritas Advisory Services LLC | 5,927 | $143K | 0.0% | N/A | 0.041% | |
7/17/2025 | KWB Wealth | 105,755 | $2.60M | 0.3% | N/A | 0.740% | |
7/9/2025 | Dynamic Advisor Solutions LLC | 89,112 | $2.15M | 0.1% | +31.5% | 0.623% | |
5/19/2025 | Jane Street Group LLC | 57,949 | $1.42M | 0.0% | N/A | 0.415% | |
5/16/2025 | Integrated Wealth Concepts LLC | 17,247 | $423K | 0.0% | +2.6% | 0.124% | |
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5/9/2025 | PNC Financial Services Group Inc. | 1,914 | $47K | 0.0% | N/A | 0.014% | |
5/6/2025 | Cetera Investment Advisers | 84,521 | $2.08M | 0.0% | -3.1% | 0.606% | |
5/6/2025 | PFG Advisors | 32,789 | $805K | 0.0% | +26.2% | 0.235% | |
5/5/2025 | Private Advisor Group LLC | 13,763 | $338K | 0.0% | +54.0% | 0.099% | |
4/30/2025 | Crossmark Global Holdings Inc. | 72,155 | $1.77M | 0.0% | N/A | 0.517% | |
4/29/2025 | World Investment Advisors | 8,738 | $215K | 0.0% | N/A | 0.063% | |
4/17/2025 | Dynamic Advisor Solutions LLC | 67,747 | $1.66M | 0.1% | +160.6% | 0.525% | |
2/17/2025 | Cetera Investment Advisers | 87,226 | $2.09M | 0.0% | +4.3% | 1.133% | |
2/17/2025 | Bank of America Corp DE | 1,035,010 | $24.75M | 0.0% | -0.6% | 13.442% | |
2/14/2025 | Integrated Wealth Concepts LLC | 16,813 | $402K | 0.0% | +41.5% | 0.218% | |
2/12/2025 | Franklin Resources Inc. | 5,572,889 | $133.25M | 0.0% | +0.8% | 72.375% | |
2/12/2025 | CIBC Private Wealth Group LLC | 1,461 | $35K | 0.0% | -45.4% | 0.019% | |
2/12/2025 | Orion Portfolio Solutions LLC | 759,975 | $18.17M | 0.2% | -2.9% | 9.870% | |
2/11/2025 | LPL Financial LLC | 45,788 | $1.10M | 0.0% | +64.1% | 0.595% | |
2/10/2025 | Tredje AP fonden | 4,000,000 | $95.64M | 0.9% | N/A | 51.948% | |
2/7/2025 | PFG Advisors | 25,991 | $621K | 0.0% | +37.8% | 0.338% | |
2/6/2025 | Steward Partners Investment Advisory LLC | 7,287 | $174K | 0.0% | +76.7% | 0.095% | |
1/21/2025 | Dynamic Advisor Solutions LLC | 25,992 | $621K | 0.0% | +37.8% | 0.338% | |
1/15/2025 | Empirical Asset Management LLC | 38,283 | $915K | 0.0% | +1.9% | 0.497% | |
1/15/2025 | Retireful LLC | 33,549 | $802K | 0.5% | N/A | 0.436% | |
11/27/2024 | Franklin Resources Inc. | 5,530,578 | $134.01M | 0.0% | +4.9% | 71.826% | |
11/15/2024 | Orion Portfolio Solutions LLC | 782,463 | $18.85M | 0.4% | -6.4% | 10.162% | |
11/15/2024 | Jane Street Group LLC | 49,062 | $1.18M | 0.0% | N/A | 0.637% | |
11/15/2024 | Integrated Wealth Concepts LLC | 11,885 | $286K | 0.0% | N/A | 0.154% | |
11/8/2024 | First Horizon Advisors Inc. | 2,882 | $69K | 0.0% | N/A | 0.037% | |
10/11/2024 | Empirical Asset Management LLC | 37,558 | $905K | 0.1% | +240.7% | 0.488% | |
10/8/2024 | Brookstone Capital Management | 14,719 | $355K | 0.0% | +11.5% | 0.191% | |
10/8/2024 | Dynamic Advisor Solutions LLC | 18,866 | $454K | 0.0% | N/A | 0.245% | |
7/18/2024 | Brookstone Capital Management | 13,195 | $314K | 0.0% | N/A | 0.171% | |
5/13/2024 | Clearbridge Investments LLC | 8,953 | $214K | 0.0% | N/A | 0.116% | |
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5/9/2024 | Orion Portfolio Solutions LLC | 890,527 | $21.33M | 0.2% | -12.6% | 11.565% | |
2/9/2024 | Orion Portfolio Solutions LLC | 1,019,249 | $22.43M | 0.3% | +2.4% | 26.135% | |
2/9/2024 | Franklin Resources Inc. | 4,528,081 | $98.03M | 0.0% | +140.6% | 116.105% | |
2/5/2024 | Silver Oak Securities Incorporated | 5,829 | $126K | 0.0% | N/A | 0.149% | |
1/26/2024 | Cerity Partners LLC | 10,171 | $220K | 0.0% | N/A | 0.261% | |
11/13/2023 | Envestnet Portfolio Solutions Inc. | 9,240 | $208K | 0.0% | N/A | 0.237% | |
11/1/2023 | Orion Portfolio Solutions LLC | 995,544 | $22.41M | 0.3% | -46.7% | 25.527% | |
8/17/2023 | Orion Portfolio Solutions LLC | 1,866,256 | $40.78M | 0.4% | +1,869.3% | 47.853% | |
8/14/2023 | Orion Portfolio Solutions LLC | 948,601 | $40.78M | 0.4% | +901.0% | 24.323% | |
8/11/2023 | Franklin Resources Inc. | 2,646,651 | $57.83M | 0.0% | -9.1% | 67.863% | |
8/2/2023 | Bank of Montreal Can | 6,680 | $146K | 0.0% | N/A | 0.161% | |
5/12/2023 | Franklin Resources Inc. | 2,912,851 | $61.92M | 0.0% | -3.2% | 68.538% | |
5/5/2023 | Silver Oak Securities Incorporated | 9,677 | $206K | 0.0% | N/A | 0.228% | |
2/10/2023 | Franklin Resources Inc. | 3,007,601 | $63.88M | 0.0% | -7.8% | 68.355% | |
2/8/2023 | Orion Portfolio Solutions LLC | 67,903 | $1.44M | 0.1% | +97.3% | 1.543% | |
2/6/2023 | Brinker Capital Investments LLC | 1,022,648 | $21.72M | 0.4% | +7.6% | 23.242% | |
2/1/2023 | Bank of Montreal Can | 2,740 | $59K | 0.0% | N/A | 0.062% | |
11/9/2022 | Orion Portfolio Solutions LLC | 34,413 | $737K | 0.0% | -38.4% | 0.732% | |
11/1/2022 | Brinker Capital Investments LLC | 950,344 | $20.36M | 0.4% | -11.9% | 20.220% | |
8/12/2022 | Franklin Resources Inc. | 2,242,726 | $48.33M | 0.0% | -4.8% | 49.838% | |
7/18/2022 | Brinker Capital Investments LLC | 1,078,439 | $24.58M | 0.5% | +3,818.9% | 23.965% | |
7/14/2022 | Orion Portfolio Solutions LLC | 55,890 | $1.20M | 0.0% | N/A | 1.242% | |
2/8/2022 | Brinker Capital Investments LLC | 33,264 | $763K | 0.0% | -12.1% | 1.279% | |
11/15/2021 | Franklin Resources Inc. | 2,547,840 | $51.96M | 0.0% | -1.5% | 94.364% | |
11/10/2021 | Orion Portfolio Solutions LLC | 13,937 | $284K | 0.0% | -10.7% | 0.516% | |
11/8/2021 | Brinker Capital Investments LLC | 37,846 | $868K | 0.0% | -7.7% | 1.402% | |
8/13/2021 | Franklin Resources Inc. | 2,587,415 | $51.63M | 0.0% | +13.0% | 95.830% | |
8/11/2021 | Susquehanna International Group LLP | 42,463 | $847K | 0.0% | -10.3% | 1.573% | |
8/5/2021 | Orion Portfolio Solutions LLC | 15,602 | $311K | 0.0% | -5.1% | 0.578% | |
8/3/2021 | Brinker Capital Investments LLC | 41,020 | $941K | 0.0% | -7.9% | 1.519% | |