3/24/2025 | Wellington Management Group LLP | 1,525,250 | $63.65M | 0.0% | +20.2% | 0.769% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 199,482 | $8.32M | 0.0% | +0.6% | 0.101% | |
3/12/2025 | Centaurus Financial Inc. | 5,669 | $237K | 0.0% | -94.3% | 0.002% | |
3/12/2025 | Palogic Value Management L.P. | 126,131 | $5.26M | 0.1% | +6.4% | 0.055% | |
2/27/2025 | Jefferies Financial Group Inc. | 161,583 | $6.74M | 0.0% | +14.2% | 0.071% | |
2/25/2025 | B. Riley Wealth Advisors Inc. | 20,986 | $876K | 0.0% | +2.4% | 0.015% | |
2/25/2025 | Integrated Advisors Network LLC | 66,255 | $2.77M | 0.1% | -4.9% | 0.048% | |
2/22/2025 | American Trust | 9,917 | $414K | 0.0% | N/A | 0.007% | |
2/18/2025 | Western Wealth Management LLC | 125,590 | $5.24M | 1.6% | +13.2% | 0.092% | |
2/18/2025 | Stonebridge Financial Planning Group LLC | 7,839 | $327K | 0.1% | +33.2% | 0.006% | |
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2/18/2025 | City National Bank of Florida MSD | 45,141 | $1.88M | 1.7% | N/A | 0.033% | |
2/18/2025 | Cornerstone Advisory LLC | 14,476 | $604K | 0.1% | +167.5% | 0.011% | |
2/18/2025 | Continuum Advisory LLC | 992 | $41K | 0.0% | +55.0% | 0.001% | |
2/18/2025 | Glen Eagle Advisors LLC | 4,445 | $185K | 0.0% | +11.5% | 0.003% | |
2/17/2025 | US Financial Advisors LLC | 30,900 | $1.29M | 0.4% | +1.2% | 0.023% | |
2/17/2025 | Waverly Advisors LLC | 104,799 | $4.37M | 0.1% | +7.7% | 0.076% | |
2/17/2025 | Whitford Management LLC | 406,971 | $16.98M | 4.6% | +463.8% | 0.297% | |
2/17/2025 | Visionary Wealth Advisors | 18,671 | $779K | 0.0% | -54.2% | 0.014% | |
2/17/2025 | Royal Bank of Canada | 1,969,642 | $82.19M | 0.0% | +13.2% | 1.438% | |
2/17/2025 | Pathstone Holdings LLC | 357,197 | $14.91M | 0.1% | +42.0% | 0.261% | |
2/17/2025 | Nuveen Asset Management LLC | 358,634 | $14.97M | 0.0% | +49.4% | 0.262% | |
2/17/2025 | Millennium Management LLC | 72,785 | $3.04M | 0.0% | +65.8% | 0.053% | |
2/17/2025 | Little Harbor Advisors LLC | 173,388 | $7.24M | 4.3% | +5.6% | 0.127% | |
2/17/2025 | Logan Stone Capital LLC | 391,968 | $16.36M | 5.5% | +62.7% | 0.286% | |
2/17/2025 | Jefferies Financial Group Inc. | 161,583 | $6.74M | 0.0% | +14.2% | 0.118% | |
2/17/2025 | Geller Advisors LLC | 6,063 | $253K | 0.0% | +9.2% | 0.004% | |
2/17/2025 | Focus Partners Wealth | 12,345 | $515K | 0.0% | -5.6% | 0.009% | |
2/17/2025 | Ensign Peak Advisors Inc | 2,802,000 | $116.93M | 0.2% | +21.2% | 2.045% | |
2/17/2025 | Clark Capital Management Group Inc. | 50,215 | $2.10M | 0.0% | +3.0% | 0.037% | |
2/17/2025 | Deutsche Bank AG | 1,186,821 | $49.53M | 0.0% | +103.5% | 0.866% | |
2/17/2025 | Dimension Capital Management LLC | 13,020 | $543K | 0.1% | N/A | 0.010% | |
2/17/2025 | Cetera Investment Advisers | 312,453 | $13.04M | 0.0% | +24.8% | 0.228% | |
2/17/2025 | Blackstone Inc. | 492,591 | $20.56M | 0.1% | +353.3% | 0.360% | |
2/17/2025 | Captrust Financial Advisors | 23,434 | $978K | 0.0% | +64.7% | 0.017% | |
2/17/2025 | Bain Capital Credit LP | 310,601 | $12.96M | 2.9% | +416.5% | 0.227% | |
2/17/2025 | Baird Financial Group Inc. | 72,745 | $3.04M | 0.0% | +37.8% | 0.053% | |
2/17/2025 | Baker Avenue Asset Management LP | 70,573 | $2.95M | 0.1% | -42.0% | 0.052% | |
2/17/2025 | Bank of America Corp DE | 10,693,895 | $446.26M | 0.0% | +7.6% | 7.806% | |
2/17/2025 | Benjamin Edwards Inc. | 57,646 | $2.41M | 0.0% | +40.6% | 0.042% | |
2/17/2025 | BNP Paribas Financial Markets | 741,396 | $30.94M | 0.0% | +204.3% | 0.541% | |
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2/17/2025 | Ameriprise Financial Inc. | 860,330 | $35.90M | 0.0% | N/A | 0.628% | |
2/17/2025 | Alteri Wealth LLC | 43,693 | $1.82M | 0.5% | N/A | 0.032% | |
2/17/2025 | Aristotle Pacific Capital LLC | 1,574,566 | $65.71M | 20.6% | +8.2% | 1.149% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 19,373 | $808K | 0.0% | -10.5% | 0.014% | |
2/14/2025 | Jane Street Group LLC | 408,655 | $17.05M | 0.0% | -48.7% | 0.298% | |
2/14/2025 | Comerica Bank | 36,412 | $1.52M | 0.0% | +47.3% | 0.027% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 15,985 | $667K | 0.0% | +151.6% | 0.012% | |
2/14/2025 | GE Investment Management CORP. | 572,219 | $23.88M | 14.3% | -34.3% | 0.418% | |
2/14/2025 | Lido Advisors LLC | 33,701 | $1.41M | 0.0% | -17.3% | 0.025% | |
2/14/2025 | Beacon Pointe Advisors LLC | 98,823 | $4.12M | 0.0% | -22.9% | 0.072% | |
2/14/2025 | Betterment LLC | 12,469 | $520K | 0.0% | +9.0% | 0.009% | |
2/14/2025 | Prosperity Consulting Group LLC | 12,478 | $521K | 0.0% | +5.6% | 0.009% | |
2/14/2025 | Two Sigma Securities LLC | 29,331 | $1.22M | 0.2% | -40.8% | 0.021% | |
2/14/2025 | Lord Abbett & CO. LLC | 3,387,056 | $141.34M | 0.4% | +436.0% | 2.472% | |
2/14/2025 | Kovitz Investment Group Partners LLC | 10,689 | $446K | 0.0% | +22.9% | 0.008% | |
2/14/2025 | Integrated Wealth Concepts LLC | 201,154 | $8.39M | 0.1% | +0.9% | 0.147% | |
2/14/2025 | Coppell Advisory Solutions LLC | 44,724 | $1.87M | 0.3% | +55.5% | 0.033% | |
2/14/2025 | Harvest Investment Services LLC | 5,266 | $220K | 0.1% | N/A | 0.004% | |
2/14/2025 | IHT Wealth Management LLC | 23,433 | $978K | 0.0% | -55.5% | 0.017% | |
2/14/2025 | Canal Capital Management LLC | 115,011 | $4.80M | 0.8% | +3.6% | 0.084% | |
2/14/2025 | Stifel Financial Corp | 503,990 | $21.03M | 0.0% | +0.2% | 0.368% | |
2/14/2025 | State of Tennessee Department of Treasury | 5,938,464 | $247.81M | 0.9% | +55.9% | 4.335% | |
2/14/2025 | TD Waterhouse Canada Inc. | 3,028 | $126K | 0.0% | +17.4% | 0.002% | |
2/14/2025 | Transce3nd LLC | 3,646 | $152K | 0.1% | N/A | 0.003% | |
2/14/2025 | MML Investors Services LLC | 51,369 | $2.14M | 0.0% | +19.4% | 0.037% | |
2/14/2025 | First Trust Advisors LP | 44,163 | $1.84M | 0.0% | +11.9% | 0.032% | |
2/14/2025 | Emory University | 657,729 | $27.45M | 39.5% | +2.7% | 0.480% | |
2/14/2025 | Freedom Investment Management Inc. | 27,342 | $1.14M | 0.1% | -1.1% | 0.020% | |
2/14/2025 | GeoWealth Management LLC | 34,726 | $1.45M | 0.0% | +4.7% | 0.025% | |
2/14/2025 | Commerce Bank | 16,813 | $702K | 0.0% | +29.0% | 0.012% | |
2/14/2025 | Adams Wealth Management | 21,729 | $907K | 0.2% | -12.8% | 0.016% | |
2/13/2025 | Garden State Investment Advisory Services LLC | 81,948 | $3.42M | 1.0% | +51.9% | 0.060% | |
2/13/2025 | 1607 Capital Partners LLC | 130,958 | $5.47M | 0.4% | N/A | 0.096% | |
2/13/2025 | NewEdge Advisors LLC | 75,775 | $3.16M | 0.0% | +5.8% | 0.055% | |
2/13/2025 | Insigneo Advisory Services LLC | 37,807 | $1.58M | 0.2% | +36.3% | 0.028% | |
2/13/2025 | CacheTech Inc. | 21,729 | $907K | 0.2% | -12.8% | 0.016% | |
2/13/2025 | Guggenheim Capital LLC | 748,093 | $31.22M | 0.3% | -3.5% | 0.546% | |
2/13/2025 | XTX Topco Ltd | 7,819 | $326K | 0.0% | N/A | 0.006% | |
2/13/2025 | CreativeOne Wealth LLC | 123,762 | $5.17M | 0.2% | +17.5% | 0.090% | |
2/13/2025 | Mariner LLC | 24,371 | $1.02M | 0.0% | +5.0% | 0.018% | |
2/13/2025 | SageView Advisory Group LLC | 10,732 | $448K | 0.0% | +33.7% | 0.008% | |
2/13/2025 | Primoris Wealth Advisors LLC | 14,491 | $605K | 0.5% | +2.2% | 0.011% | |
2/13/2025 | Rockefeller Capital Management L.P. | 78,303 | $3.27M | 0.0% | +77.6% | 0.057% | |
2/13/2025 | Jaffetilchin Investment Partners LLC | 32,173 | $1.34M | 0.1% | +2.2% | 0.023% | |
2/13/2025 | First Foundation Advisors | 315,048 | $13.15M | 0.5% | +278.0% | 0.230% | |
2/13/2025 | Scotia Capital Inc. | 193,199 | $8.06M | 0.0% | -16.0% | 0.141% | |
2/13/2025 | Raymond James Financial Inc. | 1,015,418 | $42.37M | 0.0% | N/A | 0.741% | |
2/13/2025 | Advisory Services Network LLC | 24,623 | $1.03M | 0.0% | -29.5% | 0.018% | |
2/13/2025 | Renaissance Technologies LLC | 2,054,769 | $85.75M | 0.1% | +6.2% | 1.500% | |
2/13/2025 | Bank of Nova Scotia | 2,525,900 | $105.41M | 0.2% | +40.4% | 1.844% | |
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2/13/2025 | Invesco Ltd. | 18,614 | $777K | 0.0% | -3.9% | 0.014% | |
2/13/2025 | Bank of Montreal Can | 90,199 | $3.76M | 0.0% | -81.4% | 0.066% | |
2/13/2025 | Cerity Partners LLC | 111,396 | $4.65M | 0.0% | +13.2% | 0.081% | |
2/13/2025 | Federated Hermes Inc. | 507,000 | $21.16M | 0.0% | +34.5% | 0.370% | |
2/13/2025 | Envestnet Asset Management Inc. | 1,431,808 | $59.75M | 0.0% | +29.4% | 1.045% | |
2/13/2025 | Perennial Investment Advisors LLC | 9,093 | $379K | 0.0% | -24.6% | 0.007% | |
2/13/2025 | Wells Fargo & Company MN | 2,137,993 | $89.22M | 0.0% | +63.0% | 1.561% | |
2/13/2025 | Arizona PSPRS Trust | 7,741,601 | $323.06M | 10.4% | +2.7% | 5.651% | |
2/13/2025 | Prudential PLC | 68,720 | $2.87M | 0.0% | +18.3% | 0.050% | |
2/12/2025 | Arete Wealth Advisors LLC | 8,904 | $372K | 0.0% | +16.4% | 0.006% | |