Mar 31, 2024 | BRIDGEWEALTH ADVISORY GROUP, LLC | 6.95% | 1.19M | 9.2M | -951 | -0.08% |
Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 4.98% | 851.82K | 6.57M | 12.74K | +1.52% |
Mar 31, 2024 | FJ CAPITAL MANAGEMENT LLC | 3.58% | 615.03K | 4.74M | 0 | 0 |
Mar 31, 2024 | BLACKROCK INC. | 0.68% | 117.05K | 902.43K | 15.29K | +15.02% |
Mar 31, 2024 | VANGUARD GROUP INC | 3.27% | 558.97K | 4.31M | 14.47K | +2.66% |
Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 0.74% | 125.8K | 970.18K | 4.73K | +3.91% |
Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.5% | 86.29K | 665.27K | 86.29K | +100.00% |
Mar 31, 2024 | BANC FUNDS CO LLC | 3.26% | 559.23K | 4.31M | -5K | -0.89% |
Mar 31, 2024 | ALLIANCEBERNSTEIN L.P. | 1.35% | 230.72K | 1.78M | -5.24K | -2.22% |
Mar 31, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.76% | 129.65K | 999.59K | 3.15K | +2.49% |
Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.56% | 96.04K | 740K | -804 | -0.83% |
Mar 31, 2024 | DESTINATION WEALTH MANAGEMENT | 0.55% | 94.51K | 728.64K | 0 | 0 |
Mar 31, 2024 | AMERICAN CENTURY COMPANIES INC | 0.49% | 84.81K | 653.85K | 0 | 0 |
Mar 31, 2024 | PRIVATE WEALTH ADVISORS, LLC | 0.47% | 80.51K | 620.75K | 1.17K | +1.47% |
Mar 31, 2024 | KENNEDY CAPITAL MANAGEMENT LLC | 0.46% | 78.14K | 602.47K | 19.66K | +33.61% |
Mar 31, 2024 | JANE STREET GROUP, LLC | 0.38% | 64.37K | 496.3K | 40.77K | +172.78% |
Mar 31, 2024 | EMPOWERED FUNDS, LLC | 0.25% | 43.55K | 335.76K | 3.15K | +7.80% |
Mar 31, 2024 | PLANNING CENTER, INC. | 0.21% | 36.03K | 277.75K | 0 | 0 |
Mar 31, 2024 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.2% | 34.73K | 267.75K | 528 | +1.54% |
Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.2% | 33.78K | 260.45K | -5.99K | -15.06% |
Mar 31, 2024 | STATE STREET CORP | 0.18% | 31.06K | 239.47K | 0 | 0 |
Mar 31, 2024 | SALZHAUER MICHAEL | 0.16% | 27.07K | 208.72K | 1.7K | +6.70% |
Mar 31, 2024 | BARCLAYS PLC | 0.15% | 25.41K | 196K | -506 | -1.95% |
Mar 31, 2024 | NORTHERN TRUST CORP | 0.14% | 23.3K | 179.67K | 15 | +0.06% |
Mar 31, 2024 | MORGAN STANLEY | 0.12% | 20.29K | 156.44K | 1.65K | +8.87% |
Mar 31, 2024 | MRAZ, AMERINE & ASSOCIATES, INC. | 0.12% | 19.86K | 153.14K | 0 | 0 |
Mar 31, 2024 | CITIGROUP INC | 0.11% | 19.49K | 150.29K | -2.96K | -13.18% |
Mar 31, 2024 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.09% | 16.16K | 124.59K | -381 | -2.30% |
Mar 31, 2024 | MIRACLE MILE ADVISORS, LLC | 0.08% | 14K | 107.94K | 14K | +100.00% |
Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.08% | 13.58K | 104.7K | -10.64K | -43.93% |
Mar 31, 2024 | HSBC HOLDINGS PLC | 0.08% | 13.39K | 103.22K | 0 | 0 |
Mar 31, 2024 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 0.06% | 11K | 84.81K | 0 | 0 |
Mar 31, 2024 | RITHOLTZ WEALTH MANAGEMENT | 0.06% | 10.79K | 83.22K | -193 | -1.76% |
Mar 31, 2024 | CALDWELL SUTTER CAPITAL, INC. | 0.06% | 10.07K | 77.6K | 0 | 0 |
Mar 31, 2024 | ROYAL BANK OF CANADA | 0.05% | 9.3K | 72K | 0 | 0 |
Mar 31, 2024 | LSV ASSET MANAGEMENT | 0.03% | 4.9K | 38K | 0 | 0 |
Mar 31, 2024 | CWM, LLC | 0.01% | 1.4K | 11K | 0 | 0 |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.01% | 1.2K | 9.25K | -7.71K | -86.52% |
Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 1.1K | 8.5K | 348 | +46.09% |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0% | 110 | 844 | 2 | +1.85% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 93 | 717 | -5.79K | -98.42% |
Mar 31, 2024 | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 0% | 76 | 586 | 76 | +100.00% |
Mar 31, 2024 | UBS GROUP AG | 0% | 71 | 547 | -2.86K | -97.58% |
Mar 31, 2024 | BALYASNY ASSET MANAGEMENT L.P. | 0% | 0 | - | -28.47K | -100.00% |
Mar 31, 2024 | 683 CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -27.13K | -100.00% |
Mar 31, 2024 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 0% | 0 | - | -20.03K | -100.00% |
Dec 31, 2023 | FOURTHSTONE LLC | 0% | 0 | - | -165.56K | -100.00% |
Dec 31, 2023 | BRIDGEWEALTH ADVISORY GROUP, LLC | 6.97% | 1.19M | 10.04M | 951 | +0.08% |
Dec 31, 2023 | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 0% | 0 | - | -76 | -100.00% |
Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 4.9% | 839.07K | 7.06M | 19.65K | +2.40% |
Dec 31, 2023 | FJ CAPITAL MANAGEMENT LLC | 3.59% | 615.03K | 5.17M | 0 | 0 |
Dec 31, 2023 | BANC FUNDS CO LLC | 3.29% | 564.23K | 4.75M | 0 | 0 |
Dec 31, 2023 | VANGUARD GROUP INC | 3.18% | 544.49K | 4.58M | 300.32K | +122.99% |
Dec 31, 2023 | ALLIANCEBERNSTEIN L.P. | 1.38% | 235.96K | 1.98M | 20.38K | +9.46% |
Dec 31, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.74% | 126.5K | 1.06M | 3.62K | +2.95% |
Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 0.71% | 121.07K | 1.02M | 6.15K | +5.35% |
Dec 31, 2023 | BLACKROCK INC. | 0.59% | 101.76K | 855.82K | -648 | -0.63% |
Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.57% | 96.85K | 814K | 35.05K | +56.72% |
Dec 31, 2023 | DESTINATION WEALTH MANAGEMENT | 0.55% | 94.51K | 794.8K | 0 | 0 |
Dec 31, 2023 | AMERICAN CENTURY COMPANIES INC | 0.49% | 84.81K | 713.21K | 0 | 0 |
Dec 31, 2023 | PRIVATE WEALTH ADVISORS, LLC | 0.46% | 79.34K | 667.28K | 700 | +0.89% |
Dec 31, 2023 | KENNEDY CAPITAL MANAGEMENT LLC | 0.34% | 58.48K | 491.84K | 29 | +0.05% |
Dec 31, 2023 | EMPOWERED FUNDS, LLC | 0.24% | 40.4K | 334.91M | 3.62K | +9.85% |
Dec 31, 2023 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.23% | 39.77K | 334.47K | 38.74K | +3,761.17% |
Dec 31, 2023 | PLANNING CENTER, INC. | 0.21% | 36.03K | 302.97K | 36.03K | +100.00% |
Dec 31, 2023 | KESTRA PRIVATE WEALTH SERVICES, LLC | 0.2% | 34.2K | 287.62K | 560 | +1.66% |
Dec 31, 2023 | STATE STREET CORP | 0.18% | 31.06K | 261.22K | -15.71K | -33.59% |
Dec 31, 2023 | BALYASNY ASSET MANAGEMENT L.P. | 0.17% | 28.47K | 239.43K | 28.47K | +100.00% |
Dec 31, 2023 | 683 CAPITAL MANAGEMENT, LLC | 0.16% | 27.13K | 228.14K | 27.13K | +100.00% |
Dec 31, 2023 | BARCLAYS PLC | 0.15% | 25.91K | 218K | -3.28K | -11.24% |
Dec 31, 2023 | SALZHAUER MICHAEL | 0.15% | 25.37K | 213.37K | 0 | 0 |
Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.14% | 24.22K | 203.67K | 10.65K | +78.53% |
Dec 31, 2023 | JANE STREET GROUP, LLC | 0.14% | 23.6K | 198.46K | 23.6K | +100.00% |
Dec 31, 2023 | NORTHERN TRUST CORP | 0.14% | 23.29K | 195.86K | -1.01K | -4.15% |
Dec 31, 2023 | CITIGROUP INC | 0.13% | 22.45K | 188.82K | 22.45K | +100.00% |
Dec 31, 2023 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.12% | 20.03K | 168K | 20.03K | +100.00% |
Dec 31, 2023 | MRAZ, AMERINE & ASSOCIATES, INC. | 0.12% | 19.86K | 167.04K | 0 | 0 |
Dec 31, 2023 | MORGAN STANLEY | 0.11% | 18.64K | 156.74K | -7.7K | -29.24% |
Dec 31, 2023 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.1% | 16.54K | 139.11K | -16.31K | -49.64% |
Dec 31, 2023 | HSBC HOLDINGS PLC | 0.08% | 13.39K | 115.27K | 0 | 0 |
Dec 31, 2023 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 0.06% | 11K | 92.51K | 0 | 0 |
Dec 31, 2023 | RITHOLTZ WEALTH MANAGEMENT | 0.06% | 10.99K | 92.4K | -6.4K | -36.81% |
Dec 31, 2023 | CALDWELL SUTTER CAPITAL, INC. | 0.06% | 10.07K | 84.65K | 0 | 0 |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.05% | 9.3K | 78K | 9.3K | +100.00% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.05% | 8.91K | 74.89K | 8.71K | +4,420.30% |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0.03% | 5.89K | 49.49K | 5.79K | +6,227.96% |
Dec 31, 2023 | LSV ASSET MANAGEMENT | 0.03% | 4.9K | 41K | 0 | 0 |
Dec 31, 2023 | UBS GROUP AG | 0.02% | 2.93K | 24.63K | 2.93K | +100.00% |
Dec 31, 2023 | CWM, LLC | 0.01% | 1.4K | 12K | 330 | +30.90% |
Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 755 | 6.35K | -4.77K | -86.34% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0% | 108 | 906 | 6 | +5.88% |
Dec 31, 2023 | EJF CAPITAL LLC | 0% | 0 | - | -84.25K | -100.00% |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0% | 0 | - | -11.63K | -100.00% |
Dec 31, 2023 | RB CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -16.95K | -100.00% |