12/19/2024 | Independent Solutions Wealth Management LLC | 3,181 | $0.31M | 0.1% | -23.1% | 0.000% | |
12/19/2024 | Principal Financial Group Inc. | 2,058,923 | $198.05M | 0.1% | -6.6% | 0.114% | |
12/13/2024 | B. Riley Wealth Advisors Inc. | 41,779 | $3.98M | 0.1% | -18.0% | 0.002% | |
12/11/2024 | 1ST Source Bank | 47,197 | $4.54M | 0.3% | -3.3% | 0.003% | |
12/10/2024 | Birmingham Capital Management Co. Inc. AL | 8,836 | $0.85M | 0.3% | -14.6% | 0.000% | |
12/9/2024 | Copley Financial Group Inc. | 732 | $70K | 0.1% | N/A | 0.000% | |
12/6/2024 | Logan Capital Management Inc. | 51,346 | $4.94M | 0.2% | -4.8% | 0.003% | |
12/6/2024 | Retirement Systems of Alabama | 389,749 | $37.49M | 0.1% | -3.1% | 0.022% | |
12/3/2024 | Garde Capital Inc. | 4,182 | $0.40M | 0.0% | -59.7% | 0.000% | |
12/3/2024 | Denver PWM LLC | 1,629 | $0.16M | 0.1% | -40.3% | 0.000% | |
12/2/2024 | Inspire Trust Co. N.A. | 27,000 | $2.60M | 0.7% | N/A | 0.001% | |
12/2/2024 | Beaird Harris Wealth Management LLC | 328 | $32K | 0.0% | -45.2% | 0.000% | |
11/27/2024 | Franklin Resources Inc. | 9,487,470 | $900.75M | 0.3% | -24.7% | 0.524% | |
11/26/2024 | Asset Advisors Investment Management LLC | 19,235 | $1.85M | 0.2% | -46.7% | 0.001% | |
11/26/2024 | Peapack Gladstone Financial Corp | 330,258 | $31.77M | 0.5% | -0.9% | 0.018% | |
11/25/2024 | Synovus Financial Corp | 78,401 | $7.54M | 0.1% | +0.3% | 0.004% | |
11/25/2024 | Centerstone Investors LLC | 24,388 | $2.35M | 2.2% | -6.9% | 0.001% | |
11/25/2024 | Cim Investment Management Inc. | 8,487 | $0.82M | 0.2% | -1.8% | 0.000% | |
11/25/2024 | PVG Asset Management Corp | 2,194 | $0.21M | 0.8% | N/A | 0.000% | |
11/25/2024 | Destination Wealth Management | 307,095 | $29.54M | 0.9% | -1.3% | 0.017% | |
11/25/2024 | Wilmington Savings Fund Society FSB | 80,278 | $7.72M | 0.1% | +16.8% | 0.004% | |
11/25/2024 | Arvest Bank Trust Division | 93,752 | $9.02M | 0.5% | N/A | 0.005% | |
11/25/2024 | Sfmg LLC | 4,242 | $0.41M | 0.0% | -4.5% | 0.000% | |
11/25/2024 | World Investment Advisors LLC | 58,367 | $5.61M | 0.1% | +357.7% | 0.003% | |
11/25/2024 | Sanctuary Advisors LLC | 308,234 | $29.65M | 0.2% | -1.6% | 0.017% | |
11/25/2024 | Pine Valley Investments Ltd Liability Co | 22,923 | $2.21M | 0.1% | -3.8% | 0.001% | |
11/22/2024 | Stock Yards Bank & Trust Co. | 144,169 | $13.87M | 0.4% | -10.4% | 0.008% | |
11/22/2024 | Boyar Asset Management Inc. | 33,280 | $3.20M | 2.1% | +1.7% | 0.002% | |
11/22/2024 | Sculati Wealth Management LLC | 18,715 | $1.80M | 0.7% | -1.4% | 0.001% | |
11/22/2024 | Eaton Financial Holdings Company LLC | 6,857 | $0.66M | 0.3% | N/A | 0.000% | |
11/22/2024 | Saratoga Research & Investment Management | 1,536,008 | $147.75M | 6.5% | +18.8% | 0.085% | |
11/21/2024 | Anchor Investment Management LLC | 41,464 | $3.99M | 0.4% | -1.2% | 0.002% | |
11/21/2024 | Te Ahumairangi Investment Management Ltd | 37,123 | $3.55M | 0.6% | +28.3% | 0.002% | |
11/21/2024 | Wealthquest Corp | 4,021 | $0.38M | 0.0% | -2.2% | 0.000% | |
11/21/2024 | Aldebaran Financial Inc. | 11,166 | $1.07M | 1.3% | -4.3% | 0.001% | |
11/20/2024 | Diamant Asset Management Inc. | 14,782 | $1.42M | 0.9% | -5.6% | 0.001% | |
11/20/2024 | SOA Wealth Advisors LLC. | 11,679 | $1.12M | 0.2% | -9.7% | 0.001% | |
11/20/2024 | Virtu Financial LLC | 18,609 | $1.79M | 0.1% | -17.6% | 0.001% | |
11/20/2024 | Bard Financial Services Inc. | 14,335 | $1.38M | 0.2% | -53.0% | 0.001% | |
11/19/2024 | McIlrath & Eck LLC | 1,856 | $0.18M | 0.0% | -5.3% | 0.000% | |
11/19/2024 | Citizens Business Bank | 35,223 | $3.39M | 0.7% | -3.4% | 0.002% | |
11/19/2024 | M&T Bank Corp | 933,326 | $89.78M | 0.3% | -0.6% | 0.052% | |
11/19/2024 | Second Line Capital LLC | 2,533 | $0.24M | 0.1% | N/A | 0.000% | |
11/19/2024 | TCW Group Inc. | 677,500 | $65.17M | 0.6% | -6.1% | 0.037% | |
11/19/2024 | Hohimer Wealth Management LLC | 12,393 | $1.19M | 0.3% | N/A | 0.001% | |
11/18/2024 | Soltis Investment Advisors LLC | 6,371 | $0.61M | 0.1% | +5.5% | 0.000% | |
11/18/2024 | Rehmann Capital Advisory Group | 18,957 | $1.82M | 0.1% | -3.8% | 0.001% | |
11/18/2024 | TD Private Client Wealth LLC | 13,333 | $1.28M | 0.0% | +1.1% | 0.001% | |
11/18/2024 | Virtue Capital Management LLC | 5,651 | $0.54M | 0.1% | -18.9% | 0.000% | |
11/18/2024 | Arete Wealth Advisors LLC | 327,169 | $31.39M | 2.6% | -1.0% | 0.018% | |
11/18/2024 | Teachers Retirement System of The State of Kentucky | 256,199 | $24.64M | 0.2% | -3.7% | 0.014% | |
11/18/2024 | Sunbelt Securities Inc. | 6,898 | $0.66M | 0.1% | +25.6% | 0.000% | |
11/18/2024 | Toronto Dominion Bank | 925,010 | $88.98M | 0.2% | -13.5% | 0.051% | |
11/18/2024 | Financial Avengers Inc. | 49,665 | $4.78M | 2.4% | +4.5% | 0.003% | |
11/18/2024 | Coldstream Capital Management Inc. | 47,817 | $4.62M | 0.1% | +66.0% | 0.003% | |
11/18/2024 | Strait & Sound Wealth Management LLC | 4,131 | $0.40M | 0.2% | -17.1% | 0.000% | |
11/18/2024 | RB Capital Management LLC | 28,986 | $2.79M | 0.6% | -12.8% | 0.002% | |
11/18/2024 | FRG Family Wealth Advisors LLC | 4,414 | $0.43M | 0.1% | -13.2% | 0.000% | |
11/18/2024 | Menlo Advisors LLC | 19,915 | $1.92M | 1.0% | -0.7% | 0.001% | |
11/16/2024 | Geode Capital Management LLC | 37,672,320 | $3.61B | 0.3% | +3.8% | 2.077% | |
11/15/2024 | MidWestOne Financial Group Inc. | 12,703 | $1.22M | 0.2% | -6.8% | 0.001% | |
11/15/2024 | Insight Inv LLC | 17,266 | $1.66M | 1.4% | -1.2% | 0.001% | |
11/15/2024 | Savoie Capital LLC | 47,491 | $4.57M | 0.6% | -11.7% | 0.003% | |
11/15/2024 | Greenwood Gearhart Inc. | 4,775 | $0.46M | 0.0% | -94.6% | 0.000% | |
11/15/2024 | Brophy Wealth Management LLC | 7,575 | $0.73M | 0.3% | N/A | 0.000% | |
11/15/2024 | Conway Capital Management Inc. | 2,316 | $0.22M | 0.1% | N/A | 0.000% | |
11/15/2024 | Resources Management Corp CT ADV | 25,016 | $2.41M | 0.3% | -20.7% | 0.001% | |
11/15/2024 | M&T Bank Corp | 933,326 | $89.78M | 0.2% | -0.6% | 0.051% | |
11/15/2024 | Marshfield Associates | 1,589,559 | $152.90M | 3.2% | +0.2% | 0.088% | |
11/15/2024 | Executive Wealth Management LLC | 2,359 | $0.23M | 0.0% | N/A | 0.000% | |
11/15/2024 | Guardian Wealth Management Inc. | 11,749 | $1.13M | 0.8% | -2.0% | 0.001% | |
11/15/2024 | Nabity Jensen Investment Management Inc | 5,713 | $0.55M | 0.4% | N/A | 0.000% | |
11/15/2024 | Continuum Advisory LLC | 17,569 | $1.69M | 0.2% | -12.8% | 0.001% | |
11/15/2024 | LRI Investments LLC | 3,842 | $0.37M | 0.0% | -17.8% | 0.000% | |
11/15/2024 | Geller Advisors LLC | 6,057 | $0.58M | 0.0% | +20.6% | 0.000% | |
11/15/2024 | Drucker Wealth 3.0 LLC | 11,657 | $1.12M | 0.3% | +0.9% | 0.001% | |
11/15/2024 | Public Employees Retirement System of Ohio | 819,278 | $78.81M | 0.3% | -0.8% | 0.045% | |
11/15/2024 | SGL Investment Advisors Inc. | 1,848 | $0.18M | 0.1% | N/A | 0.000% | |
11/15/2024 | Cape Cod Five Cents Savings Bank | 10,541 | $1.05M | 0.1% | -3.3% | 0.001% | |
11/15/2024 | Groupama Asset Managment | 249,689 | $0.24M | 0.0% | +11.2% | 0.014% | |
11/15/2024 | Roffman Miller Associates Inc. PA | 233,452 | $22.46M | 1.4% | -1.2% | 0.013% | |
11/15/2024 | Nomura Asset Management Co. Ltd. | 660,647 | $63.55M | 0.2% | +3.6% | 0.036% | |
11/15/2024 | Glass Jacobson Investment Advisors llc | 5,301 | $0.51M | 0.2% | +2.9% | 0.000% | |
11/15/2024 | MML Investors Services LLC | 533,900 | $51.36M | 0.2% | +2.2% | 0.029% | |
11/15/2024 | First National Bank of Omaha | 91,914 | $8.84M | 0.6% | -1.5% | 0.005% | |
11/15/2024 | Pacific Center for Financial Services | 4,438 | $0.43M | 0.1% | -21.5% | 0.000% | |
11/15/2024 | ValueAct Holdings L.P. | 7,464,831 | $718.04M | 16.4% | +21.7% | 0.412% | |
11/15/2024 | K2 Principal Fund L.P. | 19,500 | $1.88M | 0.3% | N/A | 0.001% | |
11/15/2024 | Anson Funds Management LP | 35,000 | $3.37M | 0.2% | +40.0% | 0.002% | |
11/15/2024 | Legacy Investment Solutions LLC | 623 | $64K | 0.0% | N/A | 0.000% | |
11/15/2024 | Kimelman & Baird LLC | 133,299 | $12.82M | 1.0% | -3.4% | 0.007% | |
11/15/2024 | Kensington Investment Counsel LLC | 4,331 | $0.42M | 0.2% | +10.2% | 0.000% | |
11/15/2024 | Dunhill Financial LLC | 795 | $76K | 0.0% | -71.7% | 0.000% | |
11/15/2024 | Orion Portfolio Solutions LLC | 77,288 | $7.43M | 0.2% | +1.9% | 0.004% | |
11/15/2024 | XTX Topco Ltd | 17,044 | $1.64M | 0.1% | +478.2% | 0.001% | |
11/15/2024 | Zacks Investment Management | 6,266 | $0.60M | 0.0% | -4.0% | 0.000% | |
11/15/2024 | DF Dent & Co. Inc. | 7,719 | $0.74M | 0.0% | -30.2% | 0.000% | |
11/15/2024 | Hendershot Investments Inc. | 16,490 | $1.59M | 0.2% | -18.0% | 0.001% | |
11/15/2024 | Glen Eagle Advisors LLC | 3,286 | $0.32M | 0.1% | -11.2% | 0.000% | |
11/15/2024 | iA Global Asset Management Inc. | 4,546 | $0.44M | 0.0% | -96.5% | 0.000% | |