8/18/2025 | Hudson Bay Capital Management LP | 23,738 | $30K | 0.0% | N/A | 0.025% | |
8/15/2025 | Tower Research Capital LLC TRC | 74,053 | $93K | 0.0% | +577.9% | 0.080% | |
8/15/2025 | Hudson Bay Capital Management LP | 23,738 | $30K | 0.0% | N/A | 0.025% | |
8/15/2025 | Bridgeway Capital Management LLC | 148,500 | $187K | 0.0% | +36.9% | 0.159% | |
8/15/2025 | Brevan Howard Capital Management LP | 155,521 | $196K | 0.0% | N/A | 0.167% | |
8/15/2025 | Bank of America Corp DE | 808,900 | $1.02M | 0.0% | -26.5% | 0.869% | |
8/15/2025 | Ameriprise Financial Inc. | 308,955 | $389K | 0.0% | -24.3% | 0.332% | |
8/14/2025 | Jane Street Group LLC | 483,610 | $609K | 0.0% | +64.7% | 0.520% | |
8/14/2025 | RBF Capital LLC | 80,000 | $101K | 0.0% | N/A | 0.086% | |
8/14/2025 | Pale Fire Capital SE | 775,055 | $977K | 0.1% | -1.5% | 0.833% | |
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8/14/2025 | Cerity Partners LLC | 31,802 | $40K | 0.0% | -21.9% | 0.034% | |
8/13/2025 | Invesco Ltd. | 24,739 | $31K | 0.0% | -58.1% | 0.027% | |
8/13/2025 | Quadrature Capital Ltd | 91,110 | $114K | 0.0% | N/A | 0.098% | |
8/12/2025 | XTX Topco Ltd | 105,233 | $133K | 0.0% | N/A | 0.113% | |
8/12/2025 | Catalyst Funds Management Pty Ltd | 38,700 | $49K | 0.0% | N/A | 0.042% | |
8/8/2025 | Creative Planning | 20,171 | $25K | 0.0% | N/A | 0.022% | |
8/8/2025 | Geode Capital Management LLC | 980,929 | $1.24M | 0.0% | -52.2% | 1.055% | |
8/6/2025 | Savant Capital LLC | 28,953 | $36K | 0.0% | N/A | 0.031% | |
8/5/2025 | Milestone Asset Management LLC | 409,562 | $516K | 0.1% | +24.5% | 0.440% | |
8/5/2025 | Next Capital Management LLC | 20,000 | $25K | 0.0% | N/A | 0.022% | |
8/1/2025 | Y Intercept Hong Kong Ltd | 137,211 | $173K | 0.0% | N/A | 0.148% | |
8/1/2025 | Envestnet Asset Management Inc. | 318,657 | $402K | 0.0% | +626.8% | 0.343% | |
8/1/2025 | Green Alpha Advisors LLC | 425,679 | $536K | 0.5% | -1.5% | 0.458% | |
7/25/2025 | CWM LLC | 33,839 | $43K | 0.0% | +53.5% | 0.036% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 40,813 | $51K | 0.0% | +69.5% | 0.044% | |
7/24/2025 | Aberdeen Group plc | 897,579 | $1.13M | 0.0% | +118.3% | 0.965% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 37,993 | $48K | 0.0% | -29.6% | 0.041% | |
7/15/2025 | Public Employees Retirement System of Ohio | 128,429 | $162K | 0.0% | -23.8% | 0.138% | |
6/27/2025 | Goldman Sachs Group Inc. | 822,840 | $751K | 0.0% | -23.1% | 0.885% | |
5/29/2025 | Rhumbline Advisers | 116,590 | $106K | 0.0% | -9.2% | 0.125% | |
5/21/2025 | Acadian Asset Management LLC | 67,725 | $61K | 0.0% | N/A | 0.073% | |
5/19/2025 | Jane Street Group LLC | 293,687 | $268K | 0.0% | -13.8% | 0.316% | |
5/16/2025 | Goldman Sachs Group Inc. | 822,840 | $751K | 0.0% | -23.1% | 0.885% | |
5/16/2025 | Jacobs Levy Equity Management Inc. | 1,442,121 | $1.32M | 0.0% | +19.4% | 1.551% | |
5/16/2025 | AQR Capital Management LLC | 525,878 | $480K | 0.0% | +741.6% | 0.565% | |
5/16/2025 | Ancora Advisors LLC | 34,000 | $31K | 0.0% | -41.4% | 0.037% | |
5/14/2025 | Pale Fire Capital SE | 786,722 | $718K | 0.1% | +7.2% | 0.846% | |
5/13/2025 | Aberdeen Group plc | 411,144 | $375K | 0.0% | +126.5% | 0.442% | |
5/12/2025 | Nuveen LLC | 330,831 | $302K | 0.0% | N/A | 0.356% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 727,222 | $664K | 0.0% | -2.5% | 0.782% | |
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5/6/2025 | Nelson Capital Management LLC | 85,020 | $78K | 0.0% | +31.1% | 0.091% | |
4/30/2025 | Cerity Partners LLC | 40,722 | $37K | 0.0% | +163.6% | 0.044% | |
4/28/2025 | Elmwood Wealth Management Inc. | 468,240 | $428K | 0.2% | -76.9% | 0.503% | |
4/22/2025 | Cambridge Investment Research Advisors Inc. | 612,412 | $559K | 0.0% | N/A | 0.658% | |
4/17/2025 | Exchange Traded Concepts LLC | 124,889 | $114K | 0.0% | +51.4% | 0.134% | |
4/9/2025 | Milestone Asset Management LLC | 329,090 | $300K | 0.1% | +100.9% | 0.354% | |
4/9/2025 | Green Alpha Advisors LLC | 432,325 | $395K | 0.4% | +138.8% | 0.465% | |
2/19/2025 | Public Employees Retirement System of Ohio | 139,486 | $222K | 0.0% | N/A | 0.154% | |
2/17/2025 | Two Sigma Investments LP | 1,118,696 | $1.78M | 0.0% | +23.7% | 1.235% | |
2/17/2025 | Two Sigma Advisers LP | 1,470,700 | $2.34M | 0.0% | +39.5% | 1.624% | |
2/17/2025 | Point72 Asset Management L.P. | 1,024,989 | $1.63M | 0.0% | -54.1% | 1.132% | |
2/17/2025 | Nuveen Asset Management LLC | 330,831 | $526K | 0.0% | +23.6% | 0.365% | |
2/17/2025 | Millennium Management LLC | 859,825 | $1.37M | 0.0% | +52.9% | 0.950% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 176,654 | $281K | 0.0% | +4.9% | 0.195% | |
2/17/2025 | Jacobs Levy Equity Management Inc. | 1,208,069 | $1.92M | 0.0% | N/A | 1.334% | |
2/17/2025 | Bridgeway Capital Management LLC | 205,900 | $327K | 0.0% | -12.2% | 0.227% | |
2/17/2025 | Bank of America Corp DE | 1,769,293 | $2.81M | 0.0% | -61.3% | 1.954% | |
2/17/2025 | Ameriprise Financial Inc. | 408,058 | $649K | 0.0% | N/A | 0.451% | |
2/17/2025 | Ancora Advisors LLC | 58,000 | $92K | 0.0% | +16.0% | 0.064% | |
2/14/2025 | Jane Street Group LLC | 340,840 | $542K | 0.0% | -47.6% | 0.376% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 2,113,272 | $3.36M | 0.0% | +28.4% | 2.334% | |
2/14/2025 | Northern Trust Corp | 714,737 | $1.14M | 0.0% | +3.4% | 0.789% | |
2/14/2025 | Susquehanna Fundamental Investments LLC | 180,823 | $288K | 0.0% | N/A | 0.200% | |
2/14/2025 | Price T Rowe Associates Inc. MD | 35,848 | $57K | 0.0% | +28.8% | 0.040% | |
2/14/2025 | MetLife Investment Management LLC | 24,404 | $39K | 0.0% | +60.0% | 0.027% | |
2/14/2025 | Dimensional Fund Advisors LP | 1,732,378 | $2.76M | 0.0% | -15.7% | 1.913% | |
2/13/2025 | Barclays PLC | 145,417 | $231K | 0.0% | +12.0% | 0.161% | |
2/13/2025 | Keystone Financial Group | 45,400 | $72K | 0.0% | N/A | 0.050% | |
2/13/2025 | Russell Investments Group Ltd. | 23,909 | $38K | 0.0% | +859.0% | 0.026% | |
2/13/2025 | Envestnet Asset Management Inc. | 46,301 | $74K | 0.0% | +43.4% | 0.051% | |
2/13/2025 | Wells Fargo & Company MN | 91,988 | $146K | 0.0% | +112.8% | 0.102% | |
2/12/2025 | Geode Capital Management LLC | 1,972,395 | $3.14M | 0.0% | -2.9% | 2.178% | |
2/12/2025 | Centric Wealth Management | 16,847 | $27K | 0.0% | N/A | 0.019% | |
2/12/2025 | Diametric Capital LP | 26,224 | $42K | 0.0% | N/A | 0.029% | |
2/12/2025 | JPMorgan Chase & Co. | 2,495,922 | $3.97M | 0.0% | +475.9% | 2.756% | |
2/11/2025 | Prudential Financial Inc. | 20,772 | $33K | 0.0% | -84.2% | 0.023% | |
2/11/2025 | Sei Investments Co. | 64,364 | $102K | 0.0% | N/A | 0.071% | |
2/11/2025 | American Century Companies Inc. | 159,822 | $254K | 0.0% | +9.2% | 0.177% | |
2/11/2025 | Bruce & Co. Inc. | 250,000 | $398K | 0.1% | -16.7% | 0.276% | |
2/11/2025 | Intech Investment Management LLC | 37,478 | $60K | 0.0% | +69.4% | 0.041% | |
2/10/2025 | Thrivent Financial for Lutherans | 186,621 | $297K | 0.0% | +74.4% | 0.206% | |
2/5/2025 | US Bancorp DE | 27,218 | $43K | 0.0% | +3,524.2% | 0.030% | |
2/5/2025 | Nelson Capital Management LLC | 64,858 | $103K | 0.0% | -23.7% | 0.072% | |
2/4/2025 | Bank of New York Mellon Corp | 225,017 | $358K | 0.0% | -6.6% | 0.249% | |
1/23/2025 | Milestone Asset Management LLC | 163,789 | $260K | 0.1% | +5.6% | 0.181% | |
1/16/2025 | Thrive Wealth Management LLC | 32,000 | $51K | 0.0% | N/A | 0.035% | |
1/13/2025 | Elmwood Wealth Management Inc. | 2,025,740 | $3.22M | 1.3% | -6.9% | 2.237% | |
1/13/2025 | Green Alpha Advisors LLC | 181,054 | $288K | 0.2% | +75.4% | 0.200% | |
12/26/2024 | JPMorgan Chase & Co. | 433,359 | $849K | 0.0% | -6.6% | 0.479% | |
11/19/2024 | Barclays PLC | 129,839 | $255K | 0.0% | +122.4% | 0.143% | |
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad) On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers.
But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies.
American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained. Click here to download the guide and protect your assets before Sept 15th. |
11/16/2024 | Geode Capital Management LLC | 2,030,443 | $3.98M | 0.0% | +6.5% | 2.242% | |
11/15/2024 | Barclays PLC | 129,839 | $255K | 0.0% | +122.4% | 0.143% | |
11/15/2024 | XTX Topco Ltd | 101,535 | $199K | 0.0% | -51.2% | 0.112% | |
11/15/2024 | Jane Street Group LLC | 649,960 | $1.27M | 0.0% | -2.8% | 0.718% | |
11/15/2024 | Erste Asset Management GmbH | 13,900 | $28K | 0.0% | N/A | 0.015% | |
11/14/2024 | PFM Health Sciences LP | 4,306,671 | $8.44M | 0.5% | +5.5% | 4.756% | |
11/14/2024 | Walleye Capital LLC | 237,599 | $466K | 0.0% | +45.9% | 0.262% | |
11/14/2024 | MetLife Investment Management LLC | 15,256 | $30K | 0.0% | -68.7% | 0.017% | |
11/13/2024 | FMR LLC | 1,581,493 | $3.10M | 0.0% | +7.4% | 1.747% | |
11/12/2024 | Charles Schwab Investment Management Inc. | 739,530 | $1.45M | 0.0% | +19.0% | 0.817% | |