4/22/2024 | Confluence Wealth Services Inc. | 9,356 | $1.56M | 0.1% | +0.8% | 0.008% | |
4/22/2024 | QV Investors Inc. | 33,872 | $5.66M | 0.5% | -1.1% | 0.028% | |
4/22/2024 | Raymond James & Associates | 2,202,711 | $368.18M | 0.2% | +11.9% | 1.845% | |
4/22/2024 | Accordant Advisory Group Inc | 2,157 | $0.36M | 0.3% | N/A | 0.002% | |
4/22/2024 | IFM Investors Pty Ltd | 24,313 | $4.06M | 0.0% | -2.6% | 0.020% | |
4/22/2024 | Berry Wealth Group LP | 14,086 | $2.36M | 2.0% | -17.0% | 0.012% | |
4/20/2024 | Mezzasalma Advisors LLC | 7,112 | $1.19M | 0.6% | -39.2% | 0.006% | |
4/19/2024 | FORVIS Wealth Advisors LLC | 15,111 | $2.53M | 0.1% | +0.6% | 0.013% | |
4/19/2024 | ZRC Wealth Management LLC | 233 | $39K | 0.0% | N/A | 0.000% | |
4/19/2024 | First Trust Direct Indexing L.P. | 3,032 | $0.51M | 0.0% | +6.5% | 0.003% | |
4/19/2024 | Norden Group LLC | 86,920 | $14.53M | 0.2% | +1,244.9% | 0.073% | |
4/19/2024 | State of Alaska Department of Revenue | 16,970 | $2.84M | 0.0% | -7.5% | 0.014% | |
4/19/2024 | Sumitomo Mitsui Trust Holdings Inc. | 287,071 | $47.98M | 0.0% | -1.8% | 0.241% | |
4/18/2024 | Plimoth Trust Co. LLC | 9,582 | $1.60M | 0.4% | +59.6% | 0.008% | |
4/18/2024 | Saxon Interests Inc. | 3,954 | $0.66M | 0.3% | +10.5% | 0.003% | |
4/18/2024 | State of Michigan Retirement System | 32,712 | $5.47M | 0.0% | -0.6% | 0.027% | |
4/18/2024 | Allspring Global Investments Holdings LLC | 8,681 | $1.45M | 0.0% | +9.2% | 0.007% | |
4/18/2024 | Stewart & Patten Co. LLC | 1,558 | $0.26M | 0.0% | -6.0% | 0.001% | |
4/18/2024 | Congress Wealth Management LLC DE | 186,056 | $31.10M | 0.5% | +0.9% | 0.156% | |
4/18/2024 | Park Place Capital Corp | 1,123 | $0.19M | 0.1% | -24.4% | 0.001% | |
4/17/2024 | Cornerstone Wealth Group LLC | 16,550 | $2.77M | 0.3% | +0.4% | 0.014% | |
4/17/2024 | Hennion & Walsh Asset Management Inc. | 8,850 | $1.48M | 0.1% | -3.0% | 0.007% | |
4/16/2024 | Capital Insight Partners LLC | 1,349 | $0.23M | 0.0% | N/A | 0.001% | |
4/16/2024 | Hennessy Advisors Inc. | 17,200 | $2.88M | 0.1% | -5.0% | 0.014% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 10,020 | $1.68M | 0.0% | +42.3% | 0.008% | |
4/15/2024 | Brookstone Capital Management | 5,017 | $0.84M | 0.0% | +12.0% | 0.004% | |
4/13/2024 | Wallace Advisory Group LLC | 1,232 | $0.20M | 0.1% | N/A | 0.001% | |
4/12/2024 | Riverview Trust Co | 563 | $94K | 0.1% | N/A | 0.000% | |
4/11/2024 | Ballentine Partners LLC | 1,713 | $0.29M | 0.0% | +9.4% | 0.001% | |
4/11/2024 | Royal Fund Management LLC | 32,025 | $5.35M | 0.5% | +0.8% | 0.027% | |
4/11/2024 | International Assets Investment Management LLC | 2,166 | $0.36M | 0.0% | -97.9% | 0.002% | |
4/11/2024 | &PARTNERS | 1,665 | $0.28M | 0.0% | N/A | 0.001% | |
4/11/2024 | Running Oak Capital LLC | 62,859 | $10.51M | 1.7% | +12.7% | 0.053% | |
4/11/2024 | Congress Asset Management Co. MA | 1,397,084 | $233.52M | 1.7% | -1.5% | 1.170% | |
4/10/2024 | Park Avenue Securities LLC | 9,825 | $1.64M | 0.0% | -6.6% | 0.008% | |
4/10/2024 | Fulton Bank N.A. | 24,828 | $4.15M | 0.2% | +2.8% | 0.021% | |
4/9/2024 | Montecito Bank & Trust | 1,849 | $0.31M | 0.1% | +13.5% | 0.002% | |
4/9/2024 | Alaska Permanent Fund Corp | 10,187 | $1.70M | 0.0% | -37.6% | 0.009% | |
4/9/2024 | Rise Advisors LLC | 155 | $26K | 0.0% | +131.3% | 0.000% | |
4/9/2024 | Mather Group LLC. | 922 | $0.15M | 0.0% | N/A | 0.001% | |
4/5/2024 | First Hawaiian Bank | 23,444 | $3.92M | 0.1% | +8.3% | 0.020% | |
4/5/2024 | Juncture Wealth Strategies LLC | 2,109 | $0.35M | 0.2% | -24.9% | 0.002% | |
4/5/2024 | GAMMA Investing LLC | 917 | $0.15M | 0.0% | +28.3% | 0.001% | |
4/5/2024 | Los Angeles Capital Management LLC | 107,120 | $17.91M | 0.1% | -37.3% | 0.090% | |
4/5/2024 | CWM LLC | 2,916 | $0.49M | 0.0% | +16.2% | 0.002% | |
4/4/2024 | Cullen Investment Group LTD. | 29,133 | $4.78M | 0.8% | +4.8% | 0.024% | |
4/4/2024 | Trust Co. of Toledo NA OH | 2,183 | $0.37M | 0.1% | -3.0% | 0.002% | |
4/1/2024 | Canandaigua National Bank & Trust Co. | 11,472 | $1.92M | 0.3% | -2.7% | 0.010% | |
4/1/2024 | First Financial Bank Trust Division | 50,085 | $8.37M | 0.8% | -4.6% | 0.042% | |
3/27/2024 | Nomura Holdings Inc. | 5,100 | $0.84M | 0.0% | N/A | 0.004% | |
3/26/2024 | HighPoint Advisor Group LLC | 3,974 | $0.65M | 0.0% | N/A | 0.003% | |
3/22/2024 | PNC Financial Services Group Inc. | 46,943 | $7.71M | 0.0% | -2.3% | 0.039% | |
3/15/2024 | B. Riley Wealth Advisors Inc. | 3,302 | $0.54M | 0.0% | -7.3% | 0.003% | |
3/11/2024 | Vanguard Group Inc. | 13,985,178 | $2.30B | 0.1% | -0.7% | 11.712% | |
3/6/2024 | SageView Advisory Group LLC | 3,272 | $0.54M | 0.0% | +35.3% | 0.003% | |
3/6/2024 | Willner & Heller LLC | 1,293 | $0.21M | 0.2% | N/A | 0.001% | |
3/5/2024 | Wellington Management Group LLP | 1,809,155 | $297.24M | 0.1% | +10.3% | 1.515% | |
3/4/2024 | Congress Asset Management Co. MA | 1,418,592 | $233.08M | 1.8% | +0.5% | 1.188% | |
3/1/2024 | Goldman Sachs Group Inc. | 617,539 | $101.46M | 0.0% | -5.1% | 0.517% | |
2/28/2024 | American International Group Inc. | 35,430 | $5.82M | 0.0% | +0.9% | 0.030% | |
2/28/2024 | EP Wealth Advisors LLC | 1,219 | $0.20M | 0.0% | -20.5% | 0.001% | |
2/26/2024 | Syon Capital LLC | 1,664 | $0.27M | 0.0% | N/A | 0.001% | |
2/26/2024 | Integrated Advisors Network LLC | 1,742 | $0.29M | 0.0% | -5.3% | 0.001% | |
2/26/2024 | Teachers Retirement System of The State of Kentucky | 10,460 | $1.72M | 0.0% | -4.9% | 0.009% | |
2/26/2024 | Neo Ivy Capital Management | 933 | $0.15M | 0.3% | N/A | 0.001% | |
2/23/2024 | Chicago Partners Investment Group LLC | 3,472 | $0.56M | 0.0% | -4.1% | 0.003% | |
2/20/2024 | GLOBALT Investments LLC GA | 50,409 | $8.28M | 0.3% | N/A | 0.042% | |
2/20/2024 | Covenant Partners LLC | 4,207 | $0.69M | 0.2% | +4.6% | 0.004% | |
2/15/2024 | Bragg Financial Advisors Inc | 14,749 | $2.42M | 0.1% | -6.9% | 0.012% | |
2/15/2024 | Chilton Investment Co. Inc. | 22,371 | $3.68M | 0.1% | +3.9% | 0.019% | |
2/14/2024 | New England Asset Management Inc. | 12,125 | $1.99M | 0.3% | -10.6% | 0.010% | |
2/14/2024 | Point72 Hong Kong Ltd | 41,468 | $6.81M | 0.4% | N/A | 0.035% | |
2/14/2024 | Jacobi Capital Management LLC | 8,565 | $1.41M | 0.1% | +3.5% | 0.007% | |
2/14/2024 | Bridgewater Associates LP | 146,627 | $24.09M | 0.1% | -17.8% | 0.123% | |
2/14/2024 | Keyes Stange & Wooten Wealth Management LLC | 3,902 | $0.64M | 0.7% | N/A | 0.003% | |
2/14/2024 | Sei Investments Co. | 439,074 | $72.14M | 0.1% | +29.7% | 0.368% | |
2/14/2024 | Shell Asset Management Co. | 22,748 | $3.74M | 0.2% | +35.7% | 0.019% | |
2/14/2024 | EHP Funds Inc. | 1,600 | $0.26M | 0.1% | -33.3% | 0.001% | |
2/14/2024 | Scout Investments Inc. | 23,622 | $3.88M | 0.1% | -65.9% | 0.020% | |
2/14/2024 | AdvisorShares Investments LLC | 735 | $0.12M | 0.0% | -21.4% | 0.001% | |
2/13/2024 | Vinva Investment Management Ltd | 2,303 | $0.38M | 0.0% | -83.5% | 0.002% | |
2/13/2024 | Envestnet Asset Management Inc. | 393,465 | $64.65M | 0.0% | -3.6% | 0.330% | |
2/13/2024 | Northern Trust Corp | 1,417,706 | $232.93M | 0.0% | -3.4% | 1.187% | |
2/13/2024 | Pinebridge Investments L.P. | 129,642 | $21.30M | 0.2% | -16.0% | 0.109% | |
2/13/2024 | Cibc World Markets Corp | 30,344 | $4.99M | 0.0% | +39.7% | 0.025% | |
2/13/2024 | Public Employees Retirement Association of Colorado | 128,168 | $21.06M | 0.1% | +241.6% | 0.107% | |
2/13/2024 | 1832 Asset Management L.P. | 13,872 | $2.28M | 0.0% | -13.8% | 0.012% | |
2/13/2024 | Oppenheimer & Co. Inc. | 12,559 | $2.06M | 0.0% | +16.5% | 0.011% | |
2/13/2024 | Crossmark Global Holdings Inc. | 5,146 | $0.85M | 0.0% | -1.4% | 0.004% | |
2/13/2024 | Tower Research Capital LLC TRC | 19,086 | $3.14M | 0.0% | +253.0% | 0.016% | |
2/13/2024 | Capital World Investors | 16,423,383 | $2.70B | 0.5% | +0.0% | 13.754% | |
2/13/2024 | Capital International Investors | 9,459,156 | $1.55B | 0.3% | -19.7% | 7.922% | |
2/13/2024 | Southeast Asset Advisors Inc. | 7,348 | $1.21M | 0.2% | -11.8% | 0.006% | |
2/13/2024 | Eisler Capital UK Ltd. | 1,376 | $0.23M | 0.0% | N/A | 0.001% | |
2/13/2024 | Edge Capital Group LLC | 22,124 | $3.64M | 0.2% | +5.6% | 0.019% | |
2/13/2024 | Goldman Sachs Group Inc. | 617,539 | $101.46M | 0.0% | -5.1% | 0.517% | |
2/13/2024 | Belpointe Asset Management LLC | 2,927 | $0.48M | 0.0% | N/A | 0.002% | |
2/13/2024 | Rafferty Asset Management LLC | 10,131 | $1.67M | 0.0% | +2.6% | 0.008% | |
2/13/2024 | CIBC Asset Management Inc | 19,678 | $3.23M | 0.0% | -5.8% | 0.016% | |
2/13/2024 | NEOS Investment Management LLC | 1,704 | $0.28M | 0.0% | N/A | 0.001% | |