Mar 31, 2024 | LINCOLN NATIONAL CORP | 0.03% | 41.07K | 29.47K | 0 | 0 |
Mar 31, 2024 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0% | 0 | - | -7.09K | -100.00% |
Mar 31, 2024 | HOLLENCREST CAPITAL MANAGEMENT | 0% | 0 | - | -20K | -100.00% |
Mar 31, 2024 | ADVISORY SERVICES NETWORK, LLC | 0% | 0 | - | -600 | -100.00% |
Mar 31, 2024 | GLASSMAN WEALTH SERVICES | 0% | 0 | - | -2.39K | -100.00% |
Mar 31, 2024 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.37% | 3M | 2.15M | 0 | 0 |
Mar 31, 2024 | BLACKROCK INC. | 2.07% | 2.62M | 1.88M | -90.86K | -3.35% |
Mar 31, 2024 | VANGUARD GROUP INC | 1.91% | 2.41M | 1.73M | 20.84K | +0.87% |
Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 0.69% | 878.54K | 630.43K | 36.53K | +4.34% |
Mar 31, 2024 | STATE STREET CORP | 0.63% | 799.27K | 573.48K | 0 | 0 |
Mar 31, 2024 | NORTHERN TRUST CORP | 0.26% | 333.25K | 239.11K | -1.25K | -0.37% |
Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.1% | 120.33K | 86.34K | 0 | 0 |
Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.09% | 110.02K | 78.94K | -10.65K | -8.83% |
Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.07% | 91.98K | 65.95K | -266.28K | -74.33% |
Mar 31, 2024 | IEQ CAPITAL, LLC | 0.07% | 83.26K | 59.74K | 0 | 0 |
Mar 31, 2024 | MCADAM, LLC | 0.06% | 78.28K | 56.17K | 0 | 0 |
Mar 31, 2024 | MORGAN STANLEY | 0.05% | 62.23K | 44.65K | -168.29K | -73.00% |
Mar 31, 2024 | BLUE ZONE WEALTH ADVISORS, LLC | 0.03% | 41K | 29.42K | 0 | 0 |
Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.03% | 35.1K | 25K | 35.1K | +100.00% |
Mar 31, 2024 | BARCLAYS PLC | 0.02% | 29.84K | 21K | -28.66K | -48.99% |
Mar 31, 2024 | TITLEIST ASSET MANAGEMENT, LLC | 0.02% | 27.65K | 19.84K | 0 | 0 |
Mar 31, 2024 | NEW YORK STATE COMMON RETIREMENT FUND | 0.02% | 23.64K | 17K | 0 | 0 |
Mar 31, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | 0.02% | 21K | 15.07K | -182 | -0.86% |
Mar 31, 2024 | TRUIST FINANCIAL CORP | 0.02% | 20.74K | 14.88K | 0 | 0 |
Mar 31, 2024 | CLARIUS GROUP, LLC | 0.02% | 20K | 14.35K | 0 | 0 |
Mar 31, 2024 | WEDBUSH SECURITIES INC | 0.02% | 20K | 14K | 0 | 0 |
Mar 31, 2024 | GLENMEDE TRUST CO NA | 0.02% | 19.16K | 13.75K | 19.16K | +100.00% |
Mar 31, 2024 | XTX TOPCO LTD | 0.01% | 18.86K | 13.53K | 18.86K | +100.00% |
Mar 31, 2024 | INVESCO LTD. | 0.01% | 18.76K | 13.46K | -165 | -0.87% |
Mar 31, 2024 | HIGHTOWER ADVISORS, LLC | 0.01% | 17.3K | 13K | -4.77K | -21.62% |
Mar 31, 2024 | THREE BRIDGE WEALTH ADVISORS, LLC | 0.01% | 14.18K | 10.17K | 0 | 0 |
Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.01% | 12.73K | 9.13K | 1.7K | +15.45% |
Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 12.64K | 9.08K | 58 | +0.46% |
Mar 31, 2024 | HSBC HOLDINGS PLC | 0.01% | 12.3K | 8.83K | 12.3K | +100.00% |
Mar 31, 2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.01% | 11.17K | 8.01K | -7.33K | -39.61% |
Mar 31, 2024 | INTEGRATED WEALTH CONCEPTS LLC | 0.01% | 11K | 7.89K | 0 | 0 |
Mar 31, 2024 | SPIRE WEALTH MANAGEMENT | 0.01% | 8.97K | 6.46K | -9.99K | -52.68% |
Mar 31, 2024 | FMR LLC | 0.01% | 8.42K | 6.04K | 5.62K | +200.79% |
Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 7.64K | 5.48K | 0 | 0 |
Mar 31, 2024 | CITIGROUP INC | 0.01% | 7.1K | 5.1K | 1.03K | +17.02% |
Mar 31, 2024 | LEGAL & GENERAL GROUP PLC | 0% | 5.27K | 3.78K | 0 | 0 |
Mar 31, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0% | 4.84K | 3.47K | -2.18K | -31.01% |
Mar 31, 2024 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 3.52K | 2.53K | 0 | 0 |
Mar 31, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.18% | 229.1K | 164.38K | 0 | 0 |
Mar 31, 2024 | PATHSTONE HOLDINGS, LLC | 0.12% | 153.85K | 110.39K | 0 | 0 |
Mar 31, 2024 | STELAC ADVISORY SERVICES LLC | 0.11% | 140.4K | 100.74K | 140.4K | +100.00% |
Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.05% | 58.03K | 41.64K | 0 | 0 |
Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.04% | 48.19K | 34.58K | 5.31K | +12.37% |
Mar 31, 2024 | JPMORGAN CHASE & CO | 0.04% | 44.9K | 32.22K | 17.05K | +61.20% |
Mar 31, 2024 | RHUMBLINE ADVISERS | 0.04% | 44.6K | 31.97K | 5.51K | +14.09% |
Mar 31, 2024 | UBS GROUP AG | 0.03% | 42.79K | 30.72K | -233 | -0.54% |
Mar 31, 2024 | CREATIVE PLANNING | 0.23% | 286.86K | 205.82K | 1.77K | +0.62% |
Mar 31, 2024 | TOROSO INVESTMENTS, LLC | 0.03% | 32.62K | 23.4K | 32.62K | +100.00% |
Mar 31, 2024 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.01% | 12K | 9K | 0 | 0 |
Mar 31, 2024 | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0% | 2.06K | 1.48K | 6 | +0.29% |
Mar 31, 2024 | AMALGAMATED BANK | 0% | 1.44K | 1K | -4.6K | -76.19% |
Mar 31, 2024 | EAGLE BAY ADVISORS LLC | 0% | 708 | 508 | 0 | 0 |
Mar 31, 2024 | SANDY SPRING BANK | 0% | 100 | 72 | 0 | 0 |
Mar 31, 2024 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0% | 0 | - | -11.07K | -100.00% |
Dec 31, 2023 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.37% | 3M | 2.55M | 0 | 0 |
Dec 31, 2023 | BLACKROCK INC. | 2.14% | 2.71M | 2.31M | 186.97K | +7.40% |
Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 0.66% | 842.01K | 715.79K | 12.21K | +1.47% |
Dec 31, 2023 | STATE STREET CORP | 0.63% | 799.27K | 679.38K | -33.2K | -3.99% |
Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.28% | 358.26K | 304.52K | -141.3K | -28.29% |
Dec 31, 2023 | NORTHERN TRUST CORP | 0.26% | 334.5K | 284.32K | -17.31K | -4.92% |
Dec 31, 2023 | CREATIVE PLANNING | 0.22% | 285.09K | 242.33K | 6.44K | +2.31% |
Dec 31, 2023 | MORGAN STANLEY | 0.18% | 230.52K | 195.94K | 194.05K | +532.05% |
Dec 31, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.18% | 229.1K | 194.74K | 154.7K | +207.93% |
Dec 31, 2023 | | 0.12% | 153.85K | 130.77K | 153.85K | +100.00% |
Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.1% | 120.67K | 102.57K | -857 | -0.71% |
Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.09% | 120.33K | 102.28K | 0 | 0 |
Dec 31, 2023 | IEQ CAPITAL, LLC | 0.07% | 83.26K | 70.77K | 83.26K | +100.00% |
Dec 31, 2023 | CITADEL ADVISORS LLC | 0.06% | 79.44K | 67.53K | 79.44K | +100.00% |
Dec 31, 2023 | MCADAM, LLC | 0.06% | 78.28K | 66.54K | 10K | +14.65% |
Dec 31, 2023 | BARCLAYS PLC | 0.05% | 58.49K | 49K | 50.7K | +650.47% |
Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 0.05% | 58.03K | 49.33K | 0 | 0 |
Dec 31, 2023 | UBS GROUP AG | 0.03% | 43.02K | 36.57K | 33.66K | +359.42% |
Dec 31, 2023 | MILLENNIUM MANAGEMENT LLC | 0.03% | 42.89K | 36.46K | 42.89K | +100.00% |
Dec 31, 2023 | LINCOLN NATIONAL CORP | 0.03% | 41.07K | 34.91K | 0 | 0 |
Dec 31, 2023 | BLUE ZONE WEALTH ADVISORS, LLC | 0.03% | 41K | 34.85K | 10K | +32.26% |
Dec 31, 2023 | RHUMBLINE ADVISERS | 0.03% | 39.09K | 33.22K | 0 | 0 |
Dec 31, 2023 | JPMORGAN CHASE & CO | 0.02% | 27.85K | 23.68K | 229 | +0.83% |
Dec 31, 2023 | TITLEIST ASSET MANAGEMENT, LLC | 0.02% | 27.65K | 23.5K | 0 | 0 |
Dec 31, 2023 | NEW YORK STATE COMMON RETIREMENT FUND | 0.02% | 23.64K | 20K | 0 | 0 |
Dec 31, 2023 | HIGHTOWER ADVISORS, LLC | 0.02% | 22.08K | 19K | 22.08K | +100.00% |
Dec 31, 2023 | AMERICAN INTERNATIONAL GROUP, INC. | 0.02% | 21.19K | 18.01K | -85 | -0.40% |
Dec 31, 2023 | TRUIST FINANCIAL CORP | 0.02% | 20.74K | 17.63K | 0 | 0 |
Dec 31, 2023 | WEDBUSH SECURITIES INC | 0.02% | 20K | 17K | 0 | 0 |
Dec 31, 2023 | HOLLENCREST CAPITAL MANAGEMENT | 0.02% | 20K | 17K | 0 | 0 |
Dec 31, 2023 | CLARIUS GROUP, LLC | 0.02% | 20K | 17K | 0 | 0 |
Dec 31, 2023 | SPIRE WEALTH MANAGEMENT | 0.02% | 18.96K | 13.65K | 18.96K | +100.00% |
Dec 31, 2023 | INVESCO LTD. | 0.01% | 18.92K | 16.08K | -2.84K | -13.05% |
Dec 31, 2023 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.01% | 18.5K | 15.72K | -164 | -0.88% |
Dec 31, 2023 | THREE BRIDGE WEALTH ADVISORS, LLC | 0.01% | 14.18K | 12.05K | 14.18K | +100.00% |
Dec 31, 2023 | ROYAL BANK OF CANADA | 0.01% | 13.76K | 12K | 5.97K | +76.66% |
Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 12.58K | 10.69K | 2.57K | +25.71% |
Dec 31, 2023 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.01% | 12K | 10K | 0 | 0 |
Dec 31, 2023 | TWO SIGMA SECURITIES, LLC | 0.01% | 11.68K | 9.93K | 11.68K | +100.00% |
Dec 31, 2023 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.01% | 11.07K | 9.41K | 11.07K | +100.00% |
Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.01% | 11.03K | 9.37K | 2.51K | +29.52% |
Dec 31, 2023 | INTEGRATED WEALTH CONCEPTS LLC | 0.01% | 11K | 9.35K | 0 | 0 |
Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 7.64K | 6.49K | 0 | 0 |
Dec 31, 2023 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0.01% | 7.09K | 6.03K | 7.09K | +100.00% |
Dec 31, 2023 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 7.02K | 5.96K | -2.39K | -25.40% |
Dec 31, 2023 | CITIGROUP INC | 0% | 6.07K | 5.16K | 6.05K | +27,481.82% |
Dec 31, 2023 | AMALGAMATED BANK | 0% | 6.03K | 5K | -428 | -6.62% |
Dec 31, 2023 | LEGAL & GENERAL GROUP PLC | 0% | 5.27K | 4.5K | 0 | 0 |
Dec 31, 2023 | AMERITAS INVESTMENT PARTNERS, INC. | 0% | 3.52K | 2.99K | 0 | 0 |
Dec 31, 2023 | VANGUARD GROUP INC | 1.89% | 2.39M | 2.03M | 13.45K | +0.57% |