12/19/2024 | Independent Solutions Wealth Management LLC | 1,274 | $0.22M | 0.0% | N/A | 0.000% | |
12/16/2024 | SMART Wealth LLC | 4,611 | $0.79M | 0.3% | N/A | 0.000% | |
12/13/2024 | Lord Abbett & CO. LLC | 863,883 | $147.21M | 0.5% | +84.5% | 0.031% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 45,984 | $7.79M | 0.2% | -7.0% | 0.002% | |
12/12/2024 | Legacy Wealth Management LLC MS | 3,879 | $0.66M | 0.2% | +125.7% | 0.000% | |
12/11/2024 | 1ST Source Bank | 47,152 | $8.04M | 0.5% | -1.4% | 0.002% | |
12/10/2024 | DGS Capital Management LLC | 6,486 | $1.11M | 0.3% | +6.6% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 3,206 | $0.55M | 0.5% | N/A | 0.000% | |
12/6/2024 | Logan Capital Management Inc. | 61,022 | $10.40M | 0.4% | -3.1% | 0.002% | |
12/6/2024 | Retirement Systems of Alabama | 832,926 | $141.93M | 0.5% | -32.8% | 0.030% | |
12/3/2024 | Oddo BHF Asset Management Sas | 7,291 | $1.24M | 0.1% | N/A | 0.000% | |
12/3/2024 | Garde Capital Inc. | 7,315 | $1.25M | 0.1% | -4.8% | 0.000% | |
12/2/2024 | Capasso Planning Partners LLC | 1,213 | $0.21M | 0.1% | N/A | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 30,729 | $5.24M | 1.4% | +11.7% | 0.001% | |
11/29/2024 | American Trust | 1,310 | $0.22M | 0.0% | N/A | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 18,480,384 | $3.37B | 1.0% | +11.6% | 0.667% | |
11/26/2024 | Peapack Gladstone Financial Corp | 308,325 | $52.54M | 0.8% | +4.8% | 0.011% | |
11/25/2024 | Synovus Financial Corp | 174,645 | $29.76M | 0.3% | +12.8% | 0.006% | |
11/25/2024 | Castellan Group | 20,073 | $3.42M | 1.4% | -8.4% | 0.001% | |
11/25/2024 | Cim Investment Management Inc. | 8,124 | $1.38M | 0.4% | -2.3% | 0.000% | |
11/25/2024 | Destination Wealth Management | 6,241 | $1.06M | 0.0% | +27.2% | 0.000% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 150,127 | $25.58M | 0.5% | +95.0% | 0.005% | |
11/25/2024 | Arvest Bank Trust Division | 1,568 | $0.27M | 0.0% | N/A | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 71,159 | $12.13M | 0.3% | +192.0% | 0.003% | |
11/25/2024 | Sanctuary Advisors LLC | 306,079 | $52.16M | 0.3% | +19.6% | 0.011% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 59,076 | $10.07M | 0.6% | -1.2% | 0.002% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 311,996 | $53.16M | 1.7% | -1.3% | 0.011% | |
11/22/2024 | Sculati Wealth Management LLC | 29,352 | $5M | 2.0% | +0.6% | 0.001% | |
11/22/2024 | Saratoga Research & Investment Management | 800,179 | $136.35M | 6.0% | -5.0% | 0.029% | |
11/21/2024 | Tudor Financial Inc. | 8,987 | $1.53M | 0.9% | N/A | 0.000% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 32,358 | $5.48M | 1.0% | -10.6% | 0.001% | |
11/21/2024 | SkyView Investment Advisors LLC | 4,678 | $0.80M | 0.1% | -9.8% | 0.000% | |
11/20/2024 | Westside Investment Management Inc. | 14,961 | $2.50M | 0.5% | +0.6% | 0.001% | |
11/20/2024 | Bard Financial Services Inc. | 27,250 | $4.64M | 0.5% | -58.4% | 0.001% | |
11/19/2024 | McIlrath & Eck LLC | 2,848 | $0.49M | 0.1% | -11.4% | 0.000% | |
11/19/2024 | Invst LLC | 2,888 | $0.49M | 0.1% | -14.4% | 0.000% | |
11/19/2024 | M&T Bank Corp | 938,185 | $159.87M | 0.5% | -1.7% | 0.034% | |
11/19/2024 | Unigestion Holding SA | 33,161 | $5.65M | 0.3% | -80.3% | 0.001% | |
11/19/2024 | Second Line Capital LLC | 3,816 | $0.65M | 0.2% | +1.5% | 0.000% | |
11/19/2024 | TCW Group Inc. | 108,124 | $18.42M | 0.2% | +3.2% | 0.004% | |
11/19/2024 | Hohimer Wealth Management LLC | 25,307 | $4.31M | 0.9% | +1.7% | 0.001% | |
11/18/2024 | Soltis Investment Advisors LLC | 28,049 | $4.78M | 0.5% | +47.1% | 0.001% | |
11/18/2024 | Rehmann Capital Advisory Group | 6,547 | $1.12M | 0.1% | -31.5% | 0.000% | |
11/18/2024 | TD Private Client Wealth LLC | 20,755 | $3.54M | 0.1% | -5.5% | 0.001% | |
11/18/2024 | Hobbs Group Advisors LLC | 2,957 | $0.50M | 0.2% | +8.3% | 0.000% | |
11/18/2024 | Virtue Capital Management LLC | 2,383 | $0.41M | 0.1% | -23.9% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 5,903 | $1M | 0.1% | -63.4% | 0.000% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 285,309 | $48.62M | 0.4% | -9.9% | 0.010% | |
11/18/2024 | Sunbelt Securities Inc. | 8,493 | $1.45M | 0.1% | +2.3% | 0.000% | |
11/18/2024 | Toronto Dominion Bank | 589,602 | $100.47M | 0.2% | -8.9% | 0.021% | |
11/18/2024 | Empire Financial Management Company LLC | 11,717 | $2M | 0.6% | +2.8% | 0.000% | |
11/18/2024 | Chiron Investment Management LLC | 12,353 | $2.11M | 0.7% | N/A | 0.000% | |
11/18/2024 | Wilson & Boucher Capital Management LLC | 15,655 | $2.67M | 1.8% | -3.9% | 0.001% | |
11/18/2024 | Brown Financial Advisors | 3,061 | $0.52M | 0.2% | -50.0% | 0.000% | |
11/18/2024 | Coldstream Capital Management Inc. | 70,982 | $12.16M | 0.3% | +6.1% | 0.003% | |
11/18/2024 | Gould Capital LLC | 853 | $0.15M | 0.1% | -8.5% | 0.000% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 4,759 | $0.81M | 0.4% | -6.2% | 0.000% | |
11/16/2024 | Geode Capital Management LLC | 35,194,683 | $5.98B | 0.5% | +2.6% | 1.270% | |
11/15/2024 | MidWestOne Financial Group Inc. | 25,294 | $4.31M | 0.6% | -4.4% | 0.001% | |
11/15/2024 | Insight Inv LLC | 17,463 | $2.98M | 2.5% | -3.2% | 0.001% | |
11/15/2024 | Frisch Financial Group Inc. | 4,143 | $0.71M | 0.2% | -8.2% | 0.000% | |
11/15/2024 | Prestige Wealth Management Group LLC | 11,218 | $1.91M | 0.4% | -16.1% | 0.000% | |
11/15/2024 | Vestcor Inc | 103,550 | $17.65M | 0.6% | -8.3% | 0.004% | |
11/15/2024 | Resources Management Corp CT ADV | 46,481 | $7.92M | 1.1% | -0.7% | 0.002% | |
11/15/2024 | M&T Bank Corp | 938,185 | $159.87M | 0.4% | -1.7% | 0.034% | |
11/15/2024 | Executive Wealth Management LLC | 2,862 | $0.49M | 0.0% | +4.5% | 0.000% | |
11/15/2024 | Abel Hall LLC | 2,188 | $0.37M | 0.2% | +3.7% | 0.000% | |
11/15/2024 | Continuum Advisory LLC | 20,644 | $3.86M | 0.5% | -0.6% | 0.001% | |
11/15/2024 | LRI Investments LLC | 5,759 | $1.08M | 0.1% | -1.1% | 0.000% | |
11/15/2024 | Geller Advisors LLC | 7,361 | $1.25M | 0.1% | -28.1% | 0.000% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 15,648 | $2.67M | 0.6% | +3.8% | 0.001% | |
11/15/2024 | Public Employees Retirement System of Ohio | 712,929 | $121.48M | 0.5% | -12.9% | 0.026% | |
11/15/2024 | SGL Investment Advisors Inc. | 1,475 | $0.28M | 0.1% | N/A | 0.000% | |
11/15/2024 | EWA LLC | 3,147 | $0.59M | 0.2% | +2.5% | 0.000% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 4,259 | $0.73M | 0.1% | -2.3% | 0.000% | |
11/15/2024 | Groupama Asset Managment | 60,494 | $10.31M | 0.2% | -5.4% | 0.002% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 92,996 | $15.85M | 1.0% | +13.0% | 0.003% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 1,217,075 | $207.39M | 0.6% | -7.7% | 0.044% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 3,131 | $0.53M | 0.2% | +44.8% | 0.000% | |
11/15/2024 | Raab & Moskowitz Asset Management LLC | 2,427 | $0.41M | 0.1% | +8.7% | 0.000% | |
11/15/2024 | MML Investors Services LLC | 289,223 | $49.28M | 0.2% | +4.6% | 0.010% | |
11/15/2024 | Laraway Financial Advisors Inc | 7,740 | $1.32M | 1.1% | +11.5% | 0.000% | |
11/15/2024 | Headinvest LLC | 49,871 | $8.50M | 1.6% | -2.3% | 0.002% | |
11/15/2024 | Northeast Financial Consultants Inc | 4,888 | $0.83M | 0.0% | +1.6% | 0.000% | |
11/15/2024 | Dunhill Financial LLC | 584 | $100K | 0.1% | +37.4% | 0.000% | |
11/15/2024 | Delos Wealth Advisors LLC | 2,500 | $0.43M | 0.4% | -3.8% | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 161,436 | $27.51M | 0.6% | +16.5% | 0.006% | |
11/15/2024 | XTX Topco Ltd | 1,263 | $0.22M | 0.0% | N/A | 0.000% | |
11/15/2024 | Zacks Investment Management | 629,532 | $107.27M | 0.9% | +28.9% | 0.023% | |
11/15/2024 | Zega Financial LLC | 5,024 | $0.86M | 0.1% | -30.4% | 0.000% | |
11/15/2024 | Zurich Insurance Group Ltd FI | 1,124,269 | $191.58M | 1.6% | -10.2% | 0.041% | |
11/15/2024 | National Bank of Canada FI | 1,033,006 | $175.93M | 0.2% | +65.0% | 0.037% | |
11/15/2024 | Hendershot Investments Inc. | 100,101 | $17.06M | 2.3% | +1.0% | 0.004% | |
11/15/2024 | EP Wealth Advisors LLC | 94,646 | $16.13M | 0.1% | +12.2% | 0.003% | |
11/15/2024 | United Services Automobile Association | 36,801 | $6.27M | 0.2% | -18.2% | 0.001% | |
11/15/2024 | Insigneo Advisory Services LLC | 14,652 | $2.50M | 0.3% | +19.1% | 0.001% | |
11/15/2024 | Kovitz Investment Group Partners LLC | 835,427 | $136.78M | 0.9% | -3.1% | 0.030% | |
11/15/2024 | Voya Financial Advisors Inc. | 16,612 | $2.80M | 0.3% | +3.9% | 0.001% | |
11/15/2024 | Wellington Management Group LLP | 57,424 | $9.79M | 0.0% | +27.3% | 0.002% | |
11/15/2024 | Wexford Capital LP | 1,922 | $0.33M | 0.1% | N/A | 0.000% | |