The Nashville-based investment firm saw positive net flows across all three of its primary distribution channels, with Retail leading the gains, followed by Institutional and Private Wealth segments. While market performance remained largely neutral throughout June, the surge in volume reflects consistent client engagement. For the quarter concluding on June 30, firmwide net inflows reached $0.7 billion.

The firm’s fixed income division saw a notable expansion, climbing to $324 billion from $315 billion in May. This shift was largely bolstered by passive fixed income strategies, which saw assets rise from $9 billion to $18 billion. Conversely, the firm’s equity holdings contracted slightly, ending the month at $365 billion compared to $370 billion in May. Alternatives and multi-asset solutions rounded out the reporting period at $216 billion, a modest increase from the $214 billion recorded a month prior.