5/14/2024 | TFO Wealth Partners LLC | 124 | $30K | 0.0% | N/A | 0.000% | |
5/14/2024 | Mattern Capital Management LLC | 50,013 | $12.15M | 1.7% | N/A | 0.025% | |
5/14/2024 | Evermay Wealth Management LLC | 350 | $85K | 0.0% | N/A | 0.000% | |
5/14/2024 | Natixis Investment Managers International | 1,175 | $0.29M | 0.0% | N/A | 0.001% | |
5/14/2024 | Natixis | 24,044 | $5.84M | 0.0% | N/A | 0.012% | |
5/14/2024 | InterOcean Capital Group LLC | 1,034 | $0.25M | 0.0% | N/A | 0.001% | |
5/14/2024 | Pitcairn Co. | 19,579 | $4.76M | 0.3% | N/A | 0.010% | |
5/14/2024 | CANADA LIFE ASSURANCE Co | 284,443 | $69.16M | 0.1% | N/A | 0.143% | |
5/14/2024 | American International Group Inc. | 44,741 | $10.87M | 0.0% | N/A | 0.022% | |
5/14/2024 | Twin Capital Management Inc. | 12,086 | $2.94M | 0.4% | N/A | 0.006% | |
5/14/2024 | Lake Street Advisors Group LLC | 3,442 | $0.84M | 0.0% | N/A | 0.002% | |
5/14/2024 | Burgundy Asset Management Ltd. | 894,543 | $217.37M | 2.2% | N/A | 0.449% | |
5/13/2024 | Bessemer Group Inc. | 2,289,169 | $556.25M | 1.0% | N/A | 1.148% | |
5/13/2024 | UniSuper Management Pty Ltd | 6,113 | $1.49M | 0.0% | N/A | 0.003% | |
5/13/2024 | Seven Eight Capital LP | 29,594 | $7.19M | 0.8% | N/A | 0.015% | |
5/13/2024 | Invesco LLC | 1,762 | $0.43M | 0.2% | N/A | 0.001% | |
5/13/2024 | O Shaughnessy Asset Management LLC | 40,208 | $9.77M | 0.1% | N/A | 0.020% | |
5/13/2024 | Ameritas Investment Partners Inc. | 1,913 | $0.47M | 0.0% | N/A | 0.001% | |
5/13/2024 | Alerus Financial NA | 40,172 | $9.76M | 0.7% | N/A | 0.020% | |
5/11/2024 | Bahl & Gaynor Inc. | 2,540 | $0.62M | 0.0% | N/A | 0.001% | |
5/11/2024 | Trustmark National Bank Trust Department | 5,521 | $1.34M | 0.1% | N/A | 0.003% | |
5/11/2024 | Covestor Ltd | 226 | $55K | 0.0% | N/A | 0.000% | |
5/11/2024 | Ironwood Investment Counsel LLC | 1,590 | $0.39M | 0.1% | N/A | 0.001% | |
5/11/2024 | Jacobi Capital Management LLC | 1,778 | $0.43M | 0.0% | N/A | 0.001% | |
5/11/2024 | Edgestream Partners L.P. | 39,029 | $9.48M | 0.5% | N/A | 0.020% | |
5/10/2024 | Osaic Holdings Inc. | 40,979 | $9.96M | 0.0% | N/A | 0.021% | |
5/10/2024 | Acadian Asset Management LLC | 360,823 | $87.66M | 0.3% | N/A | 0.181% | |
5/10/2024 | TIAA Trust National Association | 2,084 | $0.51M | 0.0% | N/A | 0.001% | |
5/10/2024 | Vanguard Group Inc. | 20,348,522 | $4.94B | 0.1% | -0.8% | 10.201% | |
5/10/2024 | Intech Investment Management LLC | 64,387 | $15.65M | 0.2% | N/A | 0.032% | |
5/10/2024 | JPMorgan Chase & Co. | 4,937,221 | $1.20B | 0.1% | N/A | 2.475% | |
5/10/2024 | Nicolet Advisory Services LLC | 2,927 | $0.70M | 0.1% | N/A | 0.001% | |
5/10/2024 | Mitsubishi UFJ Trust & Banking Corp | 240,939 | $58.55M | 0.1% | N/A | 0.121% | |
5/10/2024 | Pinnacle Wealth Planning Services Inc. | 976 | $0.24M | 0.0% | N/A | 0.000% | |
5/10/2024 | First Foundation Advisors | 89,970 | $21.86M | 0.9% | N/A | 0.045% | |
5/10/2024 | Homestead Advisers Corp | 275 | $67K | 0.0% | N/A | 0.000% | |
5/10/2024 | Sentry Investment Management LLC | 874 | $0.21M | 0.1% | N/A | 0.000% | |
5/10/2024 | TCTC Holdings LLC | 119 | $29K | 0.0% | N/A | 0.000% | |
5/10/2024 | 1ST Source Bank | 866 | $0.21M | 0.0% | N/A | 0.000% | |
5/10/2024 | Wintrust Investments LLC | 9,517 | $2.31M | 0.2% | N/A | 0.005% | |
5/10/2024 | Horizon Family Wealth Inc. | 1,615 | $0.39M | 0.3% | N/A | 0.001% | |
5/10/2024 | Gratus Wealth Advisors LLC | 10,437 | $2.48M | 0.5% | -2.1% | 0.005% | |
5/9/2024 | RFP Financial Group LLC | 147 | $36K | 0.0% | N/A | 0.000% | |
5/9/2024 | Dorsey & Whitney Trust CO LLC | 1,185 | $0.29M | 0.0% | N/A | 0.001% | |
5/9/2024 | ProVise Management Group LLC | 3,925 | $0.95M | 0.1% | N/A | 0.002% | |
5/9/2024 | Orion Portfolio Solutions LLC | 12,455 | $3.03M | 0.0% | N/A | 0.006% | |
5/9/2024 | Blair William & Co. IL | 22,716 | $5.52M | 0.0% | N/A | 0.011% | |
5/9/2024 | Coho Partners Ltd. | 848,571 | $206.19M | 5.1% | N/A | 0.425% | |
5/9/2024 | Lord Abbett & CO. LLC | 138,840 | $33.74M | 0.1% | N/A | 0.070% | |
5/9/2024 | Kingsview Wealth Management LLC | 2,804 | $0.68M | 0.0% | N/A | 0.001% | |
5/9/2024 | HBK Sorce Advisory LLC | 18,131 | $4.41M | 0.2% | N/A | 0.009% | |
5/9/2024 | Scout Investments Inc. | 205,088 | $49.84M | 1.2% | N/A | 0.103% | |
5/9/2024 | Ledyard National Bank | 1,777 | $0.43M | 0.0% | N/A | 0.001% | |
5/9/2024 | Mitsubishi UFJ Asset Management Co. Ltd. | 205,206 | $49.86M | 0.1% | N/A | 0.103% | |
5/9/2024 | Texas Yale Capital Corp. | 1,142 | $0.28M | 0.0% | N/A | 0.001% | |
5/9/2024 | State Board of Administration of Florida Retirement System | 166,304 | $40.41M | 0.1% | N/A | 0.083% | |
5/9/2024 | TD Asset Management Inc | 392,249 | $95.31M | 0.1% | N/A | 0.197% | |
5/8/2024 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 449,613 | $109.25M | 0.3% | N/A | 0.225% | |
5/8/2024 | Entropy Technologies LP | 18,179 | $4.42M | 0.5% | N/A | 0.009% | |
5/8/2024 | Camarda Financial Advisors LLC | 7,060 | $1.72M | 0.7% | N/A | 0.004% | |
5/8/2024 | Everence Capital Management Inc. | 9,250 | $2.25M | 0.1% | N/A | 0.005% | |
5/8/2024 | Edmond DE Rothschild Holding S.A. | 2,137 | $0.52M | 0.0% | N/A | 0.001% | |
5/8/2024 | William Blair Investment Management LLC | 930 | $0.23M | 0.0% | N/A | 0.000% | |
5/8/2024 | Sheets Smith Wealth Management | 16,563 | $4.03M | 0.5% | N/A | 0.008% | |
5/8/2024 | Bleakley Financial Group LLC | 55,759 | $13.55M | 0.4% | N/A | 0.028% | |
5/8/2024 | ProShare Advisors LLC | 34,909 | $8.48M | 0.0% | N/A | 0.018% | |
5/8/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 36,347 | $8.83M | 0.1% | N/A | 0.018% | |
5/8/2024 | Avantax Advisory Services Inc. | 9,537 | $2.32M | 0.0% | N/A | 0.005% | |
5/8/2024 | US Bancorp DE | 52,810 | $12.83M | 0.0% | N/A | 0.026% | |
5/8/2024 | Isthmus Partners LLC | 67,507 | $16.40M | 1.9% | N/A | 0.034% | |
5/8/2024 | Russell Investments Group Ltd. | 127,603 | $31.02M | 0.0% | N/A | 0.064% | |
5/8/2024 | Qsemble Capital Management LP | 8,688 | $2.11M | 0.5% | N/A | 0.004% | |
5/8/2024 | QRG Capital Management Inc. | 20,221 | $4.91M | 0.1% | N/A | 0.010% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 873 | $0.21M | 0.0% | N/A | 0.000% | |
5/7/2024 | Meeder Advisory Services Inc. | 2,777 | $0.68M | 0.1% | N/A | 0.001% | |
5/7/2024 | NorthRock Partners LLC | 843 | $0.21M | 0.0% | N/A | 0.000% | |
5/7/2024 | Sei Investments Co. | 268,528 | $65.25M | 0.1% | N/A | 0.135% | |
5/7/2024 | Concurrent Investment Advisors LLC | 6,259 | $1.52M | 0.1% | +12.7% | 0.003% | |
5/7/2024 | Atomi Financial Group Inc. | 1,111 | $0.27M | 0.0% | N/A | 0.001% | |
5/7/2024 | Montag A & Associates Inc. | 25,287 | $6.14M | 0.3% | N/A | 0.013% | |
5/7/2024 | TCI Wealth Advisors Inc. | 1,358 | $0.33M | 0.0% | N/A | 0.001% | |
5/7/2024 | Swiss National Bank | 510,900 | $124.14M | 0.1% | N/A | 0.256% | |
5/7/2024 | Forsta AP Fonden | 68,470 | $16.64M | 0.1% | N/A | 0.034% | |
5/7/2024 | Avalon Trust Co | 1,040 | $0.25M | 0.0% | N/A | 0.001% | |
5/7/2024 | Illinois Municipal Retirement Fund | 14,464 | $3.52M | 0.1% | N/A | 0.007% | |
5/7/2024 | Algebris UK Ltd | 318,303 | $77.34M | 20.6% | N/A | 0.160% | |
5/7/2024 | TimesSquare Capital Management LLC | 496,412 | $120.62M | 1.8% | N/A | 0.249% | |
5/7/2024 | Equity Investment Corp | 2,063 | $0.50M | 0.0% | N/A | 0.001% | |
5/7/2024 | Oppenheimer Asset Management Inc. | 27,836 | $6.76M | 0.1% | N/A | 0.014% | |
5/7/2024 | Oppenheimer & Co. Inc. | 6,443 | $1.57M | 0.0% | N/A | 0.003% | |
5/7/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 9,409 | $2.29M | 0.1% | N/A | 0.005% | |
5/7/2024 | Obermeyer Wood Investment Counsel Lllp | 2,450 | $0.60M | 0.0% | N/A | 0.001% | |
5/7/2024 | Brooklyn Investment Group | 1,298 | $0.32M | 0.1% | N/A | 0.001% | |
5/7/2024 | ANTIPODES PARTNERS Ltd | 492,869 | $119.76M | 3.8% | N/A | 0.247% | |
5/7/2024 | Insight Advisors LLC PA | 1,506 | $0.37M | 0.1% | N/A | 0.001% | |
5/7/2024 | Empowered Funds LLC | 80,766 | $19.63M | 0.4% | N/A | 0.040% | |
5/6/2024 | Quantbot Technologies LP | 58,573 | $14.23M | 0.8% | N/A | 0.029% | |
5/6/2024 | LSV Asset Management | 14,727 | $3.58M | 0.0% | N/A | 0.007% | |
5/6/2024 | Envestnet Portfolio Solutions Inc. | 20,007 | $4.86M | 0.0% | N/A | 0.010% | |
5/6/2024 | Empirical Finance LLC | 5,654 | $1.37M | 0.1% | N/A | 0.003% | |