| 8/1/2025 | Tevis Investment Management | 12,429 | $1.10M | 0.7% | +82.8% | 0.023% | |
| 8/1/2025 | ACR Alpine Capital Research LLC | 4,265,031 | $378.78M | 6.8% | +22.5% | 8.017% | |
| 8/1/2025 | Teacher Retirement System of Texas | 10,132 | $900K | 0.0% | -23.3% | 0.019% | |
| 8/1/2025 | Bessemer Group Inc. | 9,334 | $829K | 0.0% | +118.3% | 0.018% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 843,051 | $74.87M | 0.0% | +7.2% | 1.585% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 20,244 | $1.80M | 0.0% | +29.4% | 0.038% | |
| 7/31/2025 | Oppenheimer Asset Management Inc. | 672,694 | $59.74M | 0.7% | +22.8% | 1.264% | |
| 7/31/2025 | QV Investors Inc. | 181,066 | $16.08M | 1.6% | +108.0% | 0.340% | |
| 7/31/2025 | Curio Wealth LLC | 334 | $30K | 0.0% | +33,300.0% | 0.001% | |
| 7/31/2025 | State of New Jersey Common Pension Fund D | 23,490 | $2.09M | 0.0% | +22.3% | 0.044% | |
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| 7/31/2025 | AlTi Global Inc. | 64,523 | $5.73M | 0.1% | N/A | 0.121% | |
| 7/31/2025 | Carnegie Investment Counsel | 17,467 | $1.55M | 0.0% | -84.4% | 0.033% | |
| 7/30/2025 | First Citizens Bank & Trust Co. | 8,516 | $756K | 0.0% | N/A | 0.016% | |
| 7/30/2025 | Ethic Inc. | 3,891 | $349K | 0.0% | +17.3% | 0.007% | |
| 7/30/2025 | Whittier Trust Co. | 1,220 | $108K | 0.0% | +16.2% | 0.002% | |
| 7/29/2025 | Mutual of America Capital Management LLC | 26,458 | $2.35M | 0.0% | -3.4% | 0.050% | |
| 7/29/2025 | Novare Capital Management LLC | 106,012 | $9.42M | 0.8% | +1.8% | 0.199% | |
| 7/28/2025 | Turtle Creek Wealth Advisors LLC | 4,588 | $407K | 0.0% | N/A | 0.009% | |
| 7/28/2025 | Diversified Investment Strategies LLC | 2,550 | $226K | 0.2% | N/A | 0.005% | |
| 7/28/2025 | Bayforest Capital Ltd | 6,570 | $583K | 0.3% | N/A | 0.012% | |
| 7/25/2025 | Envestnet Portfolio Solutions Inc. | 14,085 | $1.25M | 0.0% | +85.4% | 0.026% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 2,293 | $204K | 0.0% | N/A | 0.004% | |
| 7/25/2025 | Yousif Capital Management LLC | 19,912 | $1.77M | 0.0% | -1.2% | 0.037% | |
| 7/25/2025 | LRI Investments LLC | 834 | $74K | 0.0% | -34.2% | 0.002% | |
| 7/25/2025 | CWM LLC | 478 | $42K | 0.0% | -30.8% | 0.001% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 5,382 | $478K | 0.0% | -16.6% | 0.010% | |
| 7/24/2025 | Inspire Investing LLC | 5,531 | $491K | 0.1% | +5.9% | 0.010% | |
| 7/24/2025 | Callan Family Office LLC | 5,936 | $527K | 0.0% | N/A | 0.011% | |
| 7/23/2025 | Maryland State Retirement & Pension System | 2,377 | $211K | 0.0% | N/A | 0.004% | |
| 7/23/2025 | Venturi Wealth Management LLC | 5,551 | $493K | 0.0% | -14.5% | 0.010% | |
| 7/23/2025 | KLP Kapitalforvaltning AS | 10,500 | $933K | 0.0% | +8.2% | 0.020% | |
| 7/23/2025 | Hardy Reed LLC | 2,413 | $214K | 0.0% | N/A | 0.005% | |
| 7/22/2025 | Belpointe Asset Management LLC | 5,357 | $476K | 0.0% | -5.5% | 0.010% | |
| 7/22/2025 | DAVENPORT & Co LLC | 16,029 | $1.42M | 0.0% | +3.1% | 0.030% | |
| 7/21/2025 | QRG Capital Management Inc. | 21,758 | $1.93M | 0.0% | +6.4% | 0.041% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 563 | $50K | 0.0% | +66.6% | 0.001% | |
| 7/18/2025 | Impact Capital Partners LLC | 4,664 | $414K | 0.1% | -3.1% | 0.009% | |
| 7/18/2025 | Truist Financial Corp | 45,668 | $4.06M | 0.0% | -5.9% | 0.086% | |
| 7/17/2025 | Janney Montgomery Scott LLC | 149,534 | $13.28M | 0.0% | +4.1% | 0.281% | |
| 7/17/2025 | Hanson & Doremus Investment Management | 2,355 | $209K | 0.0% | -10.7% | 0.004% | |
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| 7/17/2025 | LVW Advisors LLC | 4,568 | $406K | 0.0% | -8.3% | 0.009% | |
| 7/16/2025 | Signaturefd LLC | 446 | $40K | 0.0% | +86.6% | 0.001% | |
| 7/16/2025 | State of Alaska Department of Revenue | 5,950 | $528K | 0.0% | -4.6% | 0.011% | |
| 7/16/2025 | Old North State Wealth Management LLC | 14,951 | $1.33M | 0.7% | +12.1% | 0.028% | |
| 7/16/2025 | Perigon Wealth Management LLC | 4,818 | $428K | 0.0% | +24.4% | 0.009% | |
| 7/15/2025 | TD Private Client Wealth LLC | 12,500 | $1.11M | 0.0% | -5.4% | 0.023% | |
| 7/15/2025 | Public Employees Retirement System of Ohio | 15,805 | $1.40M | 0.0% | -6.1% | 0.030% | |
| 7/15/2025 | Accurate Wealth Management LLC | 9,255 | $876K | 0.1% | +25.4% | 0.017% | |
| 7/14/2025 | Salvus Wealth Management LLC | 53,681 | $4.77M | 2.8% | +9.5% | 0.101% | |
| 7/14/2025 | GAMMA Investing LLC | 1,273 | $113K | 0.0% | +75.6% | 0.002% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 4,882 | $452K | 0.0% | +9.0% | 0.009% | |
| 7/9/2025 | Radnor Capital Management LLC | 6,089 | $541K | 0.1% | +6.1% | 0.011% | |
| 7/9/2025 | Baron Wealth Management LLC | 2,338 | $208K | 0.1% | N/A | 0.004% | |
| 7/8/2025 | Everpar Advisors LLC | 3,055 | $271K | 0.1% | -4.5% | 0.006% | |
| 7/8/2025 | Parallel Advisors LLC | 516 | $46K | 0.0% | +198.3% | 0.001% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 98,635 | $7.48M | 0.0% | -46.5% | 0.185% | |
| 6/18/2025 | Voya Investment Management LLC | 6,356 | $482K | 0.0% | +2.9% | 0.012% | |
| 6/6/2025 | eCIO Inc. | 822 | $62K | 0.0% | N/A | 0.002% | |
| 6/3/2025 | Inspire Investing LLC | 5,225 | $396K | 0.0% | +13.0% | 0.010% | |
| 5/28/2025 | Strs Ohio | 18,140 | $1.38M | 0.0% | N/A | 0.034% | |
| 5/21/2025 | Indiana Trust & Investment Management Co | 1,623 | $123K | 0.0% | -8.5% | 0.003% | |
| 5/20/2025 | Belpointe Asset Management LLC | 5,671 | $430K | 0.0% | +23.4% | 0.011% | |
| 5/20/2025 | Focus Partners Wealth | 3,365 | $255K | 0.0% | N/A | 0.006% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 499,800 | $37.89M | 0.0% | +2.9% | 0.939% | |
| 5/19/2025 | 1060 Capital LLC | 60,000 | $4.55M | 10.3% | N/A | 0.113% | |
| 5/16/2025 | Empowered Funds LLC | 15,522 | $1.18M | 0.0% | N/A | 0.029% | |
| 5/16/2025 | United Services Automobile Association | 3,486 | $269K | 0.0% | N/A | 0.007% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 98,635 | $7.48M | 0.0% | -46.5% | 0.185% | |
| 5/16/2025 | Jones Financial Companies Lllp | 7,061 | $535K | 0.0% | +433.3% | 0.013% | |
| 5/16/2025 | Dynamic Technology Lab Private Ltd | 4,906 | $372K | 0.1% | N/A | 0.009% | |
| 5/16/2025 | Scientech Research LLC | 7,820 | $593K | 0.2% | N/A | 0.015% | |
| 5/16/2025 | Jacobs Levy Equity Management Inc. | 43,395 | $3.29M | 0.0% | -59.1% | 0.082% | |
| 5/16/2025 | AQR Capital Management LLC | 13,667 | $1.04M | 0.0% | -47.7% | 0.026% | |
| 5/16/2025 | Amundi | 3,327 | $239K | 0.0% | -23.6% | 0.006% | |
| 5/15/2025 | Southpoint Capital Advisors LP | 1,250,000 | $94.76M | 2.2% | +106.2% | 2.349% | |
| 5/15/2025 | Royal Bank of Canada | 469,724 | $35.61M | 0.0% | -4.8% | 0.883% | |
| 5/15/2025 | Quarry LP | 1,234 | $94K | 0.0% | N/A | 0.002% | |
| 5/15/2025 | Centric Wealth Management | 24,891 | $1.89M | 0.5% | +15.0% | 0.047% | |
| 5/15/2025 | Baird Financial Group Inc. | 8,475 | $643K | 0.0% | +5.1% | 0.016% | |
| 5/15/2025 | Vident Advisory LLC | 8,157 | $618K | 0.0% | -13.5% | 0.015% | |
| 5/15/2025 | Magnetar Financial LLC | 3,750 | $284K | 0.0% | N/A | 0.007% | |
| 5/15/2025 | Timucuan Asset Management Inc. FL | 2,448,401 | $185.61M | 5.7% | +20.1% | 4.602% | |
| 5/15/2025 | Trexquant Investment LP | 21,984 | $1.67M | 0.0% | N/A | 0.041% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 30,691 | $2.33M | 0.2% | +300.8% | 0.058% | |
| 5/14/2025 | Corebridge Financial Inc. | 58,768 | $4.46M | 0.0% | -2.2% | 0.110% | |
| 5/14/2025 | Comerica Bank | 31,652 | $2.40M | 0.0% | -2.9% | 0.059% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 5,145,840 | $390.11M | 1.0% | -0.6% | 9.672% | |
| 5/14/2025 | Freedom Investment Management Inc. | 2,904 | $220K | 0.0% | +20.9% | 0.005% | |
| 5/14/2025 | MetLife Investment Management LLC | 29,509 | $2.24M | 0.0% | -1.3% | 0.055% | |
| 5/14/2025 | Hotchkis & Wiley Capital Management LLC | 98,330 | $7.45M | 0.0% | N/A | 0.185% | |
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A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse...
According to renowned investor Louis Navellier, it could increase benefits by as much as 400%. Click here to watch the urgent briefing now — before this opportunity disappears. |
| 5/14/2025 | Cadence Bank | 7,951 | $603K | 0.0% | +5.6% | 0.015% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 785 | $61K | 0.0% | +336.1% | 0.001% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,203 | $91K | 0.0% | -45.7% | 0.002% | |
| 5/14/2025 | AlphaQuest LLC | 1,450 | $110K | 0.0% | -62.4% | 0.003% | |
| 5/14/2025 | Kestra Advisory Services LLC | 26,036 | $1.97M | 0.0% | -24.7% | 0.049% | |
| 5/14/2025 | Sprott Inc. | 75,000 | $5.69M | 0.3% | +50.0% | 0.141% | |
| 5/14/2025 | EntryPoint Capital LLC | 2,991 | $227K | 0.1% | N/A | 0.006% | |
| 5/14/2025 | Hsbc Holdings PLC | 6,570 | $498K | 0.0% | +4.3% | 0.012% | |
| 5/14/2025 | Quantbot Technologies LP | 30,675 | $2.33M | 0.1% | +3,724.8% | 0.058% | |
| 5/13/2025 | Northern Trust Corp | 503,036 | $38.14M | 0.0% | +2.7% | 0.945% | |
