1/6/2025 | Canandaigua National Bank & Trust Co. | 28,842 | $2.86M | 0.3% | -1.9% | 0.003% | |
1/6/2025 | Fortem Financial Group LLC | 3,163 | $0.31M | 0.1% | N/A | 0.000% | |
1/6/2025 | Iowa State Bank | 23,196 | $2.30M | 0.5% | +1.0% | 0.002% | |
1/6/2025 | Neville Rodie & Shaw Inc. | 28,513 | $2.83M | 0.2% | +6.6% | 0.002% | |
1/6/2025 | CWA Asset Management Group LLC | 3,498 | $0.35M | 0.0% | +9.2% | 0.000% | |
1/6/2025 | Legacy Wealth Management LLC MS | 7,730 | $0.77M | 0.3% | +20.2% | 0.001% | |
1/3/2025 | Central Pacific Bank Trust Division | 12,898 | $1.28M | 0.2% | -18.5% | 0.001% | |
1/3/2025 | Everence Capital Management Inc. | 57,334 | $5.69M | 0.4% | -25.8% | 0.005% | |
1/3/2025 | General Partner Inc. | 2,232 | $0.22M | 0.1% | +50.5% | 0.000% | |
1/3/2025 | GAMMA Investing LLC | 28,123 | $2.79M | 0.2% | +38.0% | 0.002% | |
1/3/2025 | Versant Capital Management Inc | 4,439 | $0.44M | 0.1% | +46.4% | 0.000% | |
1/2/2025 | Peirce Capital Management LLC | 4,534 | $0.45M | 0.2% | +69.6% | 0.000% | |
1/2/2025 | Global Wealth Strategies & Associates | 343 | $34K | 0.0% | +80.5% | 0.000% | |
1/2/2025 | Confluence Investment Management LLC | 5,852 | $0.58M | 0.0% | +5.3% | 0.001% | |
1/2/2025 | Old Port Advisors | 6,836 | $0.68M | 0.2% | -2.2% | 0.001% | |
12/19/2024 | Principal Financial Group Inc. | 1,474,270 | $155.21M | 0.1% | +2.3% | 0.128% | |
12/18/2024 | IMS Capital Management | 2,991 | $0.32M | 0.1% | +20.1% | 0.000% | |
12/18/2024 | Syntax Research Inc. | 30,727 | $3.24M | 2.2% | N/A | 0.003% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 38,280 | $4.18M | 0.1% | -1.4% | 0.003% | |
12/11/2024 | 1ST Source Bank | 45,229 | $4.76M | 0.3% | -2.5% | 0.004% | |
12/6/2024 | Logan Capital Management Inc. | 94,517 | $9.95M | 0.4% | -0.3% | 0.008% | |
12/6/2024 | Fidelity D & D Bancorp Inc. | 2,884 | $0.30M | 0.2% | +4.7% | 0.000% | |
12/6/2024 | Retirement Systems of Alabama | 758,086 | $79.81M | 0.3% | -2.1% | 0.066% | |
12/3/2024 | Oddo BHF Asset Management Sas | 44,625 | $4.70M | 0.2% | N/A | 0.004% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 1,429 | $0.15M | 0.0% | -81.2% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 13,557,351 | $1.47B | 0.4% | +12.5% | 1.178% | |
11/26/2024 | Peapack Gladstone Financial Corp | 42,853 | $4.51M | 0.1% | -6.0% | 0.004% | |
11/25/2024 | Synovus Financial Corp | 45,995 | $4.84M | 0.1% | +1.3% | 0.004% | |
11/25/2024 | Tidal Investments LLC | 103,553 | $10.90M | 0.1% | +42.7% | 0.009% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 69,529 | $7.32M | 0.1% | -39.8% | 0.006% | |
11/25/2024 | Arvest Bank Trust Division | 109,697 | $11.55M | 0.7% | N/A | 0.010% | |
11/25/2024 | World Investment Advisors LLC | 43,928 | $4.63M | 0.1% | +746.7% | 0.004% | |
11/25/2024 | Sanctuary Advisors LLC | 249,200 | $27.85M | 0.2% | -2.4% | 0.022% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 7,767 | $0.82M | 0.0% | -4.9% | 0.001% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 40,863 | $4.30M | 0.1% | -3.1% | 0.004% | |
11/22/2024 | Fulcrum Equity Management | 5,939 | $0.63M | 0.5% | +24.1% | 0.001% | |
11/21/2024 | Anchor Investment Management LLC | 11,322 | $1.19M | 0.1% | +5.5% | 0.001% | |
11/20/2024 | Morse Asset Management Inc | 7,650 | $0.81M | 0.2% | N/A | 0.001% | |
11/20/2024 | Advisory Resource Group | 218,703 | $23.03M | 4.9% | -1.6% | 0.019% | |
11/19/2024 | Unigestion Holding SA | 225,307 | $23.72M | 1.1% | +1.1% | 0.020% | |
11/19/2024 | TCW Group Inc. | 29,381 | $3.09M | 0.0% | -2.1% | 0.003% | |
11/18/2024 | Soltis Investment Advisors LLC | 14,076 | $1.48M | 0.1% | +1.1% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 6,917 | $0.73M | 0.0% | -1.7% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 19,274 | $2.03M | 0.1% | +7.9% | 0.002% | |
11/18/2024 | Virtue Capital Management LLC | 4,975 | $0.52M | 0.1% | -8.0% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 12,204 | $1.28M | 0.1% | -14.8% | 0.001% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 246,189 | $25.92M | 0.2% | -24.8% | 0.021% | |
11/18/2024 | Sunbelt Securities Inc. | 17,436 | $1.84M | 0.2% | -36.0% | 0.002% | |
11/18/2024 | Toronto Dominion Bank | 582,565 | $61.33M | 0.1% | -6.0% | 0.051% | |
11/18/2024 | Brown Financial Advisors | 12,266 | $1.29M | 0.5% | +9.9% | 0.001% | |
11/18/2024 | Coldstream Capital Management Inc. | 25,749 | $2.72M | 0.1% | -2.5% | 0.002% | |
11/16/2024 | Geode Capital Management LLC | 24,733,928 | $2.60B | 0.2% | +3.9% | 2.149% | |
11/15/2024 | MidWestOne Financial Group Inc. | 11,931 | $1.26M | 0.2% | +20.6% | 0.001% | |
11/15/2024 | Resources Management Corp CT ADV | 7,456 | $0.79M | 0.1% | +7.0% | 0.001% | |
11/15/2024 | Guardian Wealth Management Inc. | 27,956 | $2.94M | 2.1% | -1.0% | 0.002% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 6,603 | $0.70M | 0.2% | +14.1% | 0.001% | |
11/15/2024 | Hamilton Capital LLC | 9,999 | $1.10M | 0.1% | +10.6% | 0.001% | |
11/15/2024 | Public Employees Retirement System of Ohio | 524,455 | $55.22M | 0.2% | -1.1% | 0.046% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 5,113 | $0.59M | 0.1% | -3.1% | 0.000% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 634,547 | $66.81M | 0.2% | +11.3% | 0.055% | |
11/15/2024 | MML Investors Services LLC | 232,088 | $24.43M | 0.1% | -5.8% | 0.020% | |
11/15/2024 | Hodges Capital Management Inc. | 13,616 | $1.43M | 0.1% | -60.2% | 0.001% | |
11/15/2024 | First National Bank of Omaha | 76,657 | $8.07M | 0.5% | -2.5% | 0.007% | |
11/15/2024 | Headinvest LLC | 3,362 | $0.35M | 0.1% | -12.9% | 0.000% | |
11/15/2024 | Mosaic Financial Group LLC | 14,658 | $1.54M | 1.1% | -6.0% | 0.001% | |
11/15/2024 | Delos Wealth Advisors LLC | 1,228 | $0.13M | 0.1% | +4,285.7% | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 130,241 | $13.71M | 0.3% | -9.4% | 0.011% | |
11/15/2024 | Zacks Investment Management | 1,361,469 | $143.34M | 1.2% | +10.9% | 0.118% | |
11/15/2024 | iSAM Funds UK Ltd | 2,840 | $0.30M | 0.2% | N/A | 0.000% | |
11/15/2024 | DF Dent & Co. Inc. | 6,223 | $0.66M | 0.0% | +88.4% | 0.001% | |
11/15/2024 | National Bank of Canada FI | 735,557 | $77.44M | 0.1% | +15.7% | 0.064% | |
11/15/2024 | iA Global Asset Management Inc. | 24,335 | $2.56M | 0.0% | +9.1% | 0.002% | |
11/15/2024 | EP Wealth Advisors LLC | 38,690 | $4.07M | 0.0% | +22.6% | 0.003% | |
11/15/2024 | United Services Automobile Association | 160,234 | $16.87M | 0.4% | -24.1% | 0.014% | |
11/15/2024 | Insigneo Advisory Services LLC | 21,721 | $2.29M | 0.2% | -14.0% | 0.002% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 59,776 | $6.29M | 0.0% | +164.8% | 0.005% | |
11/15/2024 | Voya Financial Advisors Inc. | 11,546 | $1.21M | 0.1% | +6.9% | 0.001% | |
11/15/2024 | Wellington Management Group LLP | 31,161,897 | $3.28B | 0.6% | +20.2% | 2.708% | |
11/15/2024 | Worldquant Millennium Advisors LLC | 477,175 | $50.24M | 0.4% | -2.8% | 0.041% | |
11/15/2024 | Wahed Invest LLC | 28,463 | $3M | 0.5% | +7.9% | 0.002% | |
11/15/2024 | Two Sigma Advisers LP | 304,607 | $32.07M | 0.1% | -57.5% | 0.026% | |
11/15/2024 | Texas Capital Bank Wealth Management Services Inc | 66,750 | $7.03M | 0.7% | +3.2% | 0.006% | |
11/15/2024 | State Street Corp | 66,928,793 | $7.05B | 0.3% | +19.0% | 5.815% | |
11/15/2024 | Stifel Financial Corp | 794,043 | $83.60M | 0.1% | +0.3% | 0.069% | |
11/15/2024 | SYM FINANCIAL Corp | 2,074 | $0.22M | 0.0% | +9.5% | 0.000% | |
11/15/2024 | SageView Advisory Group LLC | 5,621 | $0.59M | 0.0% | -47.2% | 0.000% | |
11/15/2024 | Quadrature Capital Ltd | 67,484 | $7.11M | 0.2% | -38.2% | 0.006% | |
11/15/2024 | Quantinno Capital Management LP | 101,990 | $10.74M | 0.1% | +31.3% | 0.009% | |
11/15/2024 | Royal London Asset Management Ltd. | 589,687 | $62.08M | 0.2% | +1.2% | 0.051% | |
11/15/2024 | Recurrent Investment Advisors LLC | 15,313 | $1.61M | 0.2% | -6.4% | 0.001% | |
11/15/2024 | Redwood Investment Management LLC | 12,654 | $1.33M | 0.1% | -12.1% | 0.001% | |
11/15/2024 | Resurgent Financial Advisors LLC | 21,266 | $2.24M | 1.3% | +3.9% | 0.002% | |
11/15/2024 | Petrus Trust Company LTA | 8,420 | $0.89M | 0.1% | +131.0% | 0.001% | |
11/15/2024 | Menard Financial Group LLC | 9,976 | $1.05M | 0.7% | +30.8% | 0.001% | |
11/15/2024 | Merewether Investment Management LP | 1,186,500 | $124.92M | 5.8% | N/A | 0.103% | |
11/15/2024 | Morse Asset Management Inc | 7,650 | $0.81M | 0.2% | N/A | 0.001% | |
11/15/2024 | Murchinson Ltd. | 25,500 | $2.69M | 0.7% | N/A | 0.002% | |
11/15/2024 | NFJ Investment Group LLC | 11,604 | $1.22M | 0.0% | -1.4% | 0.001% | |
11/15/2024 | IHT Wealth Management LLC | 9,276 | $0.99M | 0.0% | +36.4% | 0.001% | |
11/15/2024 | Ingalls & Snyder LLC | 13,387 | $1.41M | 0.1% | -2.1% | 0.001% | |