2024-03-31 | PATHSTONE HOLDINGS, LLC | 0% | 22.31K | 329.79K | 72 | +0.32% |
2024-03-31 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0% | 22.44K | 331.65K | -2.5K | -10.04% |
2024-03-31 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0% | 24.04K | 355.37K | 3.89K | +19.27% |
2024-03-31 | CREATIVE PLANNING | 0% | 25.27K | 373.42K | 7.4K | +41.41% |
2024-03-31 | GOLDMAN SACHS GROUP INC | 0% | 36.58K | 540.71K | -45.59K | -55.48% |
2024-03-31 | ROYAL LONDON ASSET MANAGEMENT LTD | 0% | 65.17K | 963.27K | 3.58K | +5.81% |
2024-03-31 | ROYAL BANK OF CANADA | 0.01% | 71.09K | 1.05M | -11.48K | -13.90% |
2024-03-31 | THORNBURG INVESTMENT MANAGEMENT INC | 0.01% | 71.72K | 1.03M | 7K | +10.82% |
2024-03-31 | BANK OF AMERICA CORP /DE/ | 0.01% | 88.23K | 1.3M | 747 | +0.85% |
2024-03-31 | HSBC HOLDINGS PLC | 0.01% | 118.79K | 1.76M | 2.15K | +1.84% |
2024-03-31 | ENVESTNET ASSET MANAGEMENT INC | 0.01% | 126.76K | 1.87M | 46.28K | +57.50% |
2024-03-31 | MORGAN STANLEY | 0.04% | 483.24K | 7.14M | 58.73K | +13.84% |
2024-03-31 | BLACKROCK INC. | 0.04% | 502.85K | 7.43M | 46.43K | +10.17% |
2024-03-31 | RENAISSANCE GROUP LLC | 0.04% | 531.1K | 7.88M | 33.94K | +6.83% |
2024-03-31 | AMUNDI | 0.05% | 736.22K | 9.23M | 0 | 0 |
2024-03-31 | STRS OHIO | 0.01% | 180K | 2.66M | 180K | +100.00% |
2024-03-31 | DIMENSIONAL FUND ADVISORS LP | 0.06% | 848.33K | 12.54M | -72.72K | -7.90% |
2024-03-31 | BREAKOUT CAPITAL PARTNERS, LP | 0.07% | 965.78K | 14.27M | 0 | 0 |
2024-03-31 | SOAPSTONE MANAGEMENT L.P. | 0.07% | 1M | 14.78M | 197.03K | +24.54% |
2024-03-31 | VANGUARD GROUP INC | 0.08% | 1.12M | 16.63M | 63.23K | +5.96% |
2024-03-31 | ANTIPODES PARTNERS LTD | 0.09% | 1.16M | 17.21M | -25.42K | -2.14% |
2024-03-31 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0% | 14.15K | 209.14K | 0 | 0 |
2024-03-31 | NEWEDGE WEALTH, LLC | 0% | 14.66K | 189.98K | 1.28K | +9.60% |
2024-03-31 | PORTLAND HILL ASSET MANAGEMENT LTD | 0% | 17.02K | 251.5K | -726 | -4.09% |
2024-03-31 | BOSTON COMMON ASSET MANAGEMENT, LLC | 0% | 17.97K | 266K | 0 | 0 |
2024-03-31 | JANE STREET GROUP, LLC | 0% | 18.04K | 266.65K | 18.04K | +100.00% |
2024-03-31 | RHUMBLINE ADVISERS | 0% | 18.61K | 275.11K | -74 | -0.40% |
2024-03-31 | NORTHERN TRUST CORP | 0% | 18.79K | 277.69K | -1.36K | -6.76% |
2024-03-31 | WETHERBY ASSET MANAGEMENT INC | 0% | 21.28K | 314.45K | 2.05K | +10.66% |
2024-03-31 | RUANE, CUNNIFF & GOLDFARB L.P. | 0.01% | 138.28K | 2.04M | -1.23K | -0.88% |
2024-03-31 | QUANTINNO CAPITAL MANAGEMENT LP | 0% | 11.31K | 167K | -2.3K | -16.89% |
2024-03-31 | PRIVIUM FUND MANAGEMENT B.V. | 0% | 11.03K | 162.99K | 11.03K | +100.00% |
2024-03-31 | VIDENT ADVISORY, LLC | 0% | 10.5K | 155.16K | -130 | -1.22% |
2024-03-31 | HBK SORCE ADVISORY LLC | 0% | 10.34K | 152.78K | -2.4K | -18.87% |
2024-03-31 | OPTIVER HOLDING B.V. | 0% | 8.4K | 124.09K | -9.7K | -53.61% |
2024-03-31 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 8.01K | 118.42K | 533 | +7.13% |
2024-03-31 | US BANCORP \DE\ | 0% | 6.37K | 94.08K | -16 | -0.25% |
2024-03-31 | FMR LLC | 0% | 5.63K | 83.2K | 691 | +13.99% |
2024-03-31 | SIGNATUREFD, LLC | 0% | 5.46K | 80.63K | 1.07K | +24.46% |
2024-03-31 | SAGEVIEW ADVISORY GROUP, LLC | 0% | 4.69K | 693.27K | 4.69K | +100.00% |
2024-03-31 | UBS GROUP AG | 0% | 4K | 59.14K | -790 | -16.49% |
2024-03-31 | PARALLEL ADVISORS, LLC | 0% | 3.47K | 51.23K | 1.79K | +106.31% |
2024-03-31 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0% | 3.18K | 46.93K | 3.18K | +100.00% |
2024-03-31 | CWM, LLC | 0% | 1.93K | 28K | 167 | +9.48% |
2024-03-31 | ATLAS CAPITAL ADVISORS LLC | 0% | 1.47K | 21.79K | 0 | 0 |
2024-03-31 | EAGLE BAY ADVISORS LLC | 0% | 1.4K | 20.69K | 0 | 0 |
2024-03-31 | EVERSOURCE WEALTH ADVISORS, LLC | 0% | 862 | 11.91K | 0 | 0 |
2024-03-31 | PARK PLACE CAPITAL CORP | 0% | 688 | 10.17K | 67 | +10.79% |
2024-03-31 | LINDBROOK CAPITAL, LLC | 0% | 636 | 9.4K | 161 | +33.89% |
2024-03-31 | BRANDES INVESTMENT PARTNERS, LP | 0.01% | 160.83K | 2.38M | -16.15K | -9.12% |
2024-03-31 | AQR CAPITAL MANAGEMENT LLC | 0% | 13.67K | 202.04K | -1.05K | -7.16% |
2024-03-31 | VESTMARK ADVISORY SOLUTIONS, INC. | 0% | 14.02K | 207.28K | 649 | +4.85% |
2024-03-31 | CI PRIVATE WEALTH, LLC | 0% | 18.84K | 278.46K | 1.97K | +11.66% |
2024-03-31 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0% | 19.93K | 294.58K | -3.66K | -15.52% |
2024-03-31 | DAIWA SECURITIES GROUP INC. | 0% | 21K | 310K | 21K | +100.00% |
2024-03-31 | XTX TOPCO LTD | 0% | 24.2K | 357.72K | 24.2K | +100.00% |
2024-03-31 | SEI INVESTMENTS CO | 0.01% | 192.97K | 2.85M | 0 | 0 |
2024-03-31 | BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD | 0.02% | 206.87K | 3.06M | 0 | 0 |
2024-03-31 | AMERICAN CENTURY COMPANIES INC | 0.02% | 304.29K | 4.5M | 13.84K | +4.76% |
2024-03-31 | BARINGS LLC | 0.03% | 403.02K | 5.96M | 90.26K | +28.86% |
2024-03-31 | CORONATION FUND MANAGERS LTD. | 0.45% | 6.02M | 88.96M | -862.02K | -12.53% |
2024-03-31 | ORBIS ALLAN GRAY LTD | 0.5% | 6.78M | 100.26M | 0 | 0 |
2024-03-31 | MACQUARIE GROUP LTD | 0.03% | 358.29K | 5.3M | 0 | 0 |
2024-03-31 | AMERIPRISE FINANCIAL INC | 0% | 11.43K | 168.94K | 11.43K | +100.00% |
2024-03-31 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 0% | 11.6K | 171.42K | 11.6K | +100.00% |
2024-03-31 | ENGINEERS GATE MANAGER LP | 0% | 12K | 177.38K | 12K | +100.00% |
2024-03-31 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0% | 12.19K | 180.19K | 946 | +8.41% |
2024-03-31 | B. METZLER SEEL. SOHN & CO. AG | 0% | 13.28K | 196.21K | 13.28K | +100.00% |
2024-03-31 | CITIGROUP INC | 0% | 21.67K | 320.25K | 6.8K | +45.78% |
2023-12-31 | OPTIVER HOLDING B.V. | 0.01% | 18.1K | 250.13K | -15.61K | -46.31% |
2023-12-31 | CORONATION FUND MANAGERS LTD. | 2.56% | 6.88M | 95.1M | -1.29M | -15.79% |
2023-12-31 | ORBIS ALLAN GRAY LTD | 2.52% | 6.78M | 93.75M | 397.21K | +6.22% |
2023-12-31 | ANTIPODES PARTNERS LTD | 0.44% | 1.19M | 16.44M | 215.32K | +22.10% |
2023-12-31 | VANGUARD GROUP INC | 0.39% | 1.06M | 14.67M | 0 | 0 |
2023-12-31 | | 0.01% | 22.24K | 307.37K | 22.24K | +100.00% |
2023-12-31 | DIMENSIONAL FUND ADVISORS LP | 0.34% | 921.04K | 12.73M | 611.22K | +197.28% |
2023-12-31 | SOAPSTONE MANAGEMENT L.P. | 0.3% | 802.97K | 11.1M | 0 | 0 |
2023-12-31 | AMUNDI | 0.27% | 736.22K | 10.42M | 346.35K | +88.84% |
2023-12-31 | RENAISSANCE GROUP LLC | 0.18% | 497.16K | 6.88M | -8.48K | -1.68% |
2023-12-31 | BLACKROCK INC. | 0.17% | 456.42K | 6.31M | 2.49K | +0.55% |
2023-12-31 | MORGAN STANLEY | 0.16% | 424.51K | 5.87M | -218.32K | -33.96% |
2023-12-31 | MACQUARIE GROUP LTD | 0.13% | 358.29K | 4.95M | 0 | 0 |
2023-12-31 | BARINGS LLC | 0.12% | 312.76K | 4.32M | 46.82K | +17.60% |
2023-12-31 | AMERICAN CENTURY COMPANIES INC | 0.11% | 290.45K | 4.01M | 24.53K | +9.22% |
2023-12-31 | BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD | 0.08% | 206.87K | 2.86M | 0 | 0 |
2023-12-31 | SEI INVESTMENTS CO | 0.07% | 192.97K | 2.67M | 7.04K | +3.78% |
2023-12-31 | BRANDES INVESTMENT PARTNERS, LP | 0.07% | 176.98K | 2.45M | 105.07K | +146.12% |
2023-12-31 | SENTINEL TRUST CO LBA | 0.06% | 163K | 2.25M | 0 | 0 |
2023-12-31 | RUANE, CUNNIFF & GOLDFARB L.P. | 0.05% | 139.51K | 1.93M | -6.19K | -4.25% |
2023-12-31 | HSBC HOLDINGS PLC | 0.04% | 116.64K | 1.61M | -12.44K | -9.63% |
2023-12-31 | BANK OF AMERICA CORP /DE/ | 0.03% | 87.49K | 1.21M | 1.11K | +1.29% |
2023-12-31 | ROYAL BANK OF CANADA | 0.03% | 82.57K | 1.14M | 352 | +0.43% |
2023-12-31 | GOLDMAN SACHS GROUP INC | 0.03% | 82.17K | 1.14M | -24.68K | -23.10% |
2023-12-31 | ENVESTNET ASSET MANAGEMENT INC | 0.03% | 80.48K | 1.11M | -29.64K | -26.91% |
2023-12-31 | FEDERATED HERMES, INC. | 0.03% | 67.99K | 939.62K | 26.29K | +63.05% |
2023-12-31 | THORNBURG INVESTMENT MANAGEMENT INC | 0.02% | 64.72K | 917.56K | -4.43K | -6.41% |
2023-12-31 | ROYAL LONDON ASSET MANAGEMENT LTD | 0.02% | 61.59K | 851.23K | 30.45K | +97.77% |
2023-12-31 | QUANTBOT TECHNOLOGIES LP | 0.01% | 25.5K | 352.34K | 21.27K | +502.86% |
2023-12-31 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.01% | 24.94K | 344.71K | -25.44K | -50.49% |
2023-12-31 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.01% | 23.59K | 326.06K | -1.02K | -4.12% |
2023-12-31 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.01% | 20.16K | 278.6K | -8.8K | -30.38% |
2023-12-31 | NORTHERN TRUST CORP | 0.01% | 20.15K | 278.49K | 429 | +2.18% |
2023-12-31 | WETHERBY ASSET MANAGEMENT INC | 0.01% | 19.23K | 265.7K | -331 | -1.69% |
2023-12-31 | RHUMBLINE ADVISERS | 0.01% | 18.69K | 258.26K | -3.82K | -16.95% |
2023-12-31 | BOSTON COMMON ASSET MANAGEMENT, LLC | 0.01% | 17.97K | 248K | 0 | 0 |
2023-12-31 | CREATIVE PLANNING | 0.01% | 17.87K | 246.92K | 7.38K | +70.34% |
2023-12-31 | PORTLAND HILL ASSET MANAGEMENT LTD | 0.01% | 17.74K | 235K | 0 | 0 |
2023-12-31 | CI PRIVATE WEALTH, LLC | 0.01% | 16.87K | 233.17K | 1.24K | +7.90% |
2023-12-31 | POINT72 ASSET MANAGEMENT, L.P. | 0.01% | 15.1K | 208.68K | 15.1K | +100.00% |
2023-12-31 | CITIGROUP INC | 0.01% | 14.86K | 205.42K | -9.36K | -38.63% |
2023-12-31 | AQR CAPITAL MANAGEMENT LLC | 0.01% | 14.72K | 203.49K | -3.83K | -20.63% |
2023-12-31 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.01% | 14.15K | 195.55K | 0 | 0 |
2023-12-31 | O'BRIEN GREENE & CO. INC | 0.01% | 14K | 193.48K | 0 | 0 |
2023-12-31 | QUANTINNO CAPITAL MANAGEMENT LP | 0.01% | 13.61K | 188K | 13.61K | +100.00% |
2023-12-31 | VESTMARK ADVISORY SOLUTIONS, INC. | 0.01% | 13.38K | 184.84K | -378 | -2.75% |
2023-12-31 | NEWEDGE WEALTH, LLC | 0.01% | 13.38K | 184.84K | -378 | -2.75% |
2023-12-31 | HBK SORCE ADVISORY LLC | 0% | 12.74K | 176.08K | 1.77K | +16.12% |
2023-12-31 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0% | 11.25K | 155.42K | -767 | -6.38% |
2023-09-30 | CORONATION FUND MANAGERS LTD. | 3.03% | 8.17M | - | 527.88K | +6.91% |
2023-09-30 | QUANTBOT TECHNOLOGIES LP | 0% | 4.23K | - | 4.23K | +100.00% |
2023-09-30 | UBS GROUP AG | 0% | 4.61K | - | 768 | +19.99% |
2023-09-30 | US BANCORP \DE\ | 0% | 5.19K | - | -272 | -4.98% |
2023-09-30 | SIGNATUREFD, LLC | 0% | 5.33K | - | 1.67K | +45.44% |
2023-09-30 | PNC FINANCIAL SERVICES GROUP, INC. | 0% | 5.77K | - | 1.54K | +36.41% |
2023-09-30 | VIDENT ADVISORY, LLC | 0% | 10.13K | - | 10.13K | +100.00% |
2023-09-30 | QUADRANT CAPITAL GROUP LLC | 0% | 10.45K | - | 3.08K | +41.71% |
2023-09-30 | CREATIVE PLANNING | 0% | 10.49K | - | 10.49K | +100.00% |
2023-09-30 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 0% | 10.92K | - | -1.23K | -10.14% |
2023-09-30 | HBK SORCE ADVISORY LLC | 0% | 10.97K | - | 10.97K | +100.00% |
2023-09-30 | SEQUOIA FINANCIAL ADVISORS, LLC | 0% | 11.35K | - | 11.35K | +100.00% |
2023-09-30 | VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC | 0% | 12.01K | - | -15 | -0.12% |
2023-09-30 | NEWEDGE WEALTH, LLC | 0.01% | 13.75K | - | -802 | -5.51% |
2023-09-30 | VESTMARK ADVISORY SOLUTIONS, INC. | 0.01% | 13.75K | - | -802 | -5.51% |
2023-09-30 | O'BRIEN GREENE & CO. INC | 0.01% | 14K | - | -45K | -76.27% |
2023-09-30 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.01% | 14.15K | - | 14.15K | +100.00% |
2023-09-30 | CI PRIVATE WEALTH, LLC | 0.01% | 15.64K | - | 15.64K | +100.00% |
2023-09-30 | PORTLAND HILL ASSET MANAGEMENT LTD | 0.01% | 17.74K | - | -1.46K | -7.61% |
2023-09-30 | PATHSTONE FAMILY OFFICE, LLC | 0.01% | 17.97K | - | 0 | 0 |
2023-09-30 | BOSTON COMMON ASSET MANAGEMENT, LLC | 0.01% | 17.97K | - | 0 | 0 |
2023-09-30 | NORTHERN TRUST CORP | 0.01% | 19.72K | - | 2.23K | +12.76% |
2023-09-30 | BANCO BTG PACTUAL S.A. | 0.01% | 20.36K | - | -34.57K | -62.93% |
2023-09-30 | RHUMBLINE ADVISERS | 0.01% | 22.5K | - | -85 | -0.38% |
2023-09-30 | CITIGROUP INC | 0.01% | 24.22K | - | 7.17K | +42.07% |
2023-09-30 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.01% | 24.61K | - | 1.87K | +8.20% |
2023-09-30 | CREDIT SUISSE AG/ | 0.01% | 25.78K | - | 0 | 0 |
2023-09-30 | CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.01% | 28.96K | - | -14 | -0.05% |
2023-09-30 | ROYAL LONDON ASSET MANAGEMENT LTD | 0.01% | 31.14K | - | -6.28K | -16.77% |
2023-09-30 | JANE STREET GROUP, LLC | 0.01% | 32.16K | - | -87.03K | -73.02% |
2023-09-30 | OPTIVER HOLDING B.V. | 0.01% | 33.71K | - | -570 | -1.66% |
2023-09-30 | FEDERATED HERMES, INC. | 0.02% | 41.7K | - | 0 | 0 |
2023-09-30 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.02% | 50.38K | - | 0 | 0 |
2023-09-30 | THORNBURG INVESTMENT MANAGEMENT INC | 0.03% | 69.15K | - | 1.6K | +2.37% |
2023-09-30 | BRANDES INVESTMENT PARTNERS, LP | 0.03% | 71.91K | - | -264 | -0.37% |
2023-09-30 | ROYAL BANK OF CANADA | 0.03% | 82.21K | - | -9.44K | -10.30% |
2023-09-30 | GOLDMAN SACHS GROUP INC | 0.04% | 106.85K | - | 73.47K | +220.07% |
2023-09-30 | ENVESTNET ASSET MANAGEMENT INC | 0.04% | 110.12K | - | 26.91K | +32.34% |
2023-09-30 | HSBC HOLDINGS PLC | 0.05% | 129.08K | - | -3K | -2.27% |
2023-09-30 | RUANE, CUNNIFF & GOLDFARB L.P. | 0.05% | 145.71K | - | 6.38K | +4.58% |
2023-09-30 | BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD | 0.08% | 206.87K | - | 0 | 0 |
2023-09-30 | AMERICAN CENTURY COMPANIES INC | 0.1% | 265.92K | - | 23.22K | +9.57% |
2023-09-30 | BARINGS LLC | 0.1% | 265.94K | - | 0 | 0 |
2023-09-30 | DIMENSIONAL FUND ADVISORS LP | 0.11% | 309.82K | - | -4.05K | -1.29% |
2023-09-30 | AMUNDI | 0.14% | 389.87K | - | 12.76K | +3.38% |
2023-09-30 | BLACKROCK INC. | 0.17% | 453.93K | - | -5.1K | -1.11% |
2023-09-30 | RENAISSANCE GROUP LLC | 0.19% | 505.65K | - | 30.78K | +6.48% |
2023-09-30 | MORGAN STANLEY | 0.24% | 642.83K | - | 376.19K | +141.08% |
2023-09-30 | ANTIPODES PARTNERS LTD | 0.36% | 974.52K | - | 974.52K | +100.00% |
2023-09-30 | ORBIS ALLAN GRAY LTD | 2.37% | 6.39M | - | 0 | 0 |