4/1/2025 | Confluence Investment Management LLC | 1,444,397 | $157.41M | 2.3% | -3.1% | 0.457% | |
4/1/2025 | Neville Rodie & Shaw Inc. | 2,078 | $226K | 0.0% | N/A | 0.001% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 2,483 | $271K | 0.0% | +7.7% | 0.001% | |
3/19/2025 | DSG Capital Advisors LLC | 2,827 | $266K | 0.0% | N/A | 0.001% | |
3/18/2025 | California State Teachers Retirement System | 376,280 | $35.39M | 0.0% | -4.1% | 0.119% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 210,030 | $19.75M | 0.0% | +5.9% | 0.067% | |
3/7/2025 | Aegis Wealth Management LLC | 3,671 | $345K | 0.2% | N/A | 0.001% | |
3/4/2025 | Buska Wealth Management LLC | 2,868 | $270K | 0.1% | -19.8% | 0.001% | |
3/4/2025 | Siemens Fonds Invest GmbH | 114,576 | $10.78M | 0.4% | N/A | 0.036% | |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 123,308 | $11.60M | 0.0% | N/A | 0.039% | |
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2/27/2025 | Talaria Asset Management Pty Ltd | 573,900 | $53.97M | 13.9% | N/A | 0.181% | |
2/26/2025 | LifeWealth Investments LLC | 2,128 | $200K | 0.1% | N/A | 0.001% | |
2/25/2025 | Heck Capital Advisors LLC | 12,107 | $1.14M | 0.1% | N/A | 0.004% | |
2/24/2025 | Great Valley Advisor Group Inc. | 47,517 | $4.47M | 0.1% | +12.5% | 0.015% | |
2/24/2025 | Ameriflex Group Inc. | 842 | $84K | 0.0% | N/A | 0.000% | |
2/21/2025 | Ascent Group LLC | 15,813 | $1.49M | 0.1% | +1.2% | 0.005% | |
2/21/2025 | AlphaCore Capital LLC | 4,001 | $376K | 0.1% | -11.8% | 0.001% | |
2/20/2025 | Mackenzie Financial Corp | 38,921 | $3.66M | 0.0% | -52.6% | 0.012% | |
2/20/2025 | Forum Financial Management LP | 5,816 | $547K | 0.0% | +26.2% | 0.002% | |
2/20/2025 | Drucker Wealth 3.0 LLC | 21,564 | $2.03M | 0.5% | +4.3% | 0.007% | |
2/19/2025 | Toronto Dominion Bank | 113,085 | $10.64M | 0.0% | -18.9% | 0.036% | |
2/19/2025 | Richmond Investment Services LLC | 6,102 | $574K | 0.3% | N/A | 0.002% | |
2/19/2025 | Parr Mcknight Wealth Management Group LLC | 25,873 | $2.43M | 0.3% | N/A | 0.008% | |
2/19/2025 | Public Employees Retirement System of Ohio | 108,668 | $10.22M | 0.0% | -5.4% | 0.034% | |
2/18/2025 | GTS Securities LLC | 5,056 | $475K | 0.0% | N/A | 0.002% | |
2/18/2025 | Vise Technologies Inc. | 6,504 | $612K | 0.1% | +106.0% | 0.002% | |
2/18/2025 | Focus Partners Advisor Solutions LLC | 4,680 | $440K | 0.0% | +44.0% | 0.001% | |
2/18/2025 | Continuum Advisory LLC | 4,614 | $434K | 0.1% | +6.1% | 0.001% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,657,213 | $155.84M | 0.0% | +25.9% | 0.524% | |
2/17/2025 | USS Investment Management Ltd | 51,178 | $4.81M | 0.0% | -39.2% | 0.016% | |
2/17/2025 | Voloridge Investment Management LLC | 18,220 | $1.71M | 0.0% | N/A | 0.006% | |
2/17/2025 | Waverly Advisors LLC | 4,831 | $454K | 0.0% | +13.7% | 0.002% | |
2/17/2025 | Woodline Partners LP | 18,998 | $1.79M | 0.0% | N/A | 0.006% | |
2/17/2025 | iSAM Funds UK Ltd | 13,928 | $1.31M | 1.0% | N/A | 0.004% | |
2/17/2025 | Vident Advisory LLC | 20,946 | $1.97M | 0.0% | +3.7% | 0.007% | |
2/17/2025 | Soroban Capital Partners LP | 1,148,478 | $108.00M | 1.4% | -25.7% | 0.363% | |
2/17/2025 | Westwood Holdings Group Inc. | 1,162,258 | $109.30M | 0.8% | -4.5% | 0.367% | |
2/17/2025 | Squarepoint Ops LLC | 113,107 | $10.64M | 0.0% | -7.0% | 0.036% | |
2/17/2025 | Two Sigma Advisers LP | 146,400 | $13.77M | 0.0% | N/A | 0.046% | |
2/17/2025 | Two Sigma Investments LP | 384,419 | $36.15M | 0.1% | +992.1% | 0.122% | |
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2/17/2025 | Tidal Investments LLC | 5,040 | $474K | 0.0% | +13.8% | 0.002% | |
2/17/2025 | Teza Capital Management LLC | 7,151 | $672K | 0.1% | N/A | 0.002% | |
2/17/2025 | TrinityPoint Wealth LLC | 10,935 | $1.03M | 0.1% | +1.7% | 0.003% | |
2/17/2025 | Toronto Dominion Bank | 113,085 | $10.64M | 0.0% | -18.9% | 0.036% | |
2/17/2025 | Sagefield Capital LP | 84,975 | $7.99M | 0.9% | +18.7% | 0.027% | |
2/17/2025 | Scientech Research LLC | 13,825 | $1.30M | 0.4% | +29.7% | 0.004% | |
2/17/2025 | Second Line Capital LLC | 3,396 | $319K | 0.1% | +54.9% | 0.001% | |
2/17/2025 | Snowden Capital Advisors LLC | 8,075 | $759K | 0.0% | -2.6% | 0.003% | |
2/17/2025 | Siemens Fonds Invest GmbH | 114,576 | $10.78M | 0.5% | N/A | 0.036% | |
2/17/2025 | Shell Asset Management Co. | 9,182 | $863K | 0.0% | -8.9% | 0.003% | |
2/17/2025 | Royal Bank of Canada | 1,825,595 | $171.68M | 0.0% | +7.2% | 0.577% | |
2/17/2025 | Rafferty Asset Management LLC | 35,516 | $3.34M | 0.0% | -2.5% | 0.011% | |
2/17/2025 | Raiffeisen Bank International AG | 1,211 | $114K | 0.0% | N/A | 0.000% | |
2/17/2025 | ProShare Advisors LLC | 47,960 | $4.51M | 0.0% | -42.9% | 0.015% | |
2/17/2025 | Quantinno Capital Management LP | 45,134 | $4.24M | 0.0% | +131.8% | 0.014% | |
2/17/2025 | Mufg Securities Americas Inc. | 4,671 | $439K | 0.1% | N/A | 0.001% | |
2/17/2025 | Nissay Asset Management Corp Japan ADV | 39,250 | $3.72M | 0.0% | +0.6% | 0.012% | |
2/17/2025 | NorthRock Partners LLC | 11,238 | $1.06M | 0.0% | +81.3% | 0.004% | |
2/17/2025 | Nuveen Asset Management LLC | 3,935,857 | $370.13M | 0.1% | +15.4% | 1.244% | |
2/17/2025 | OMERS ADMINISTRATION Corp | 128,077 | $12.04M | 0.1% | +1.8% | 0.040% | |
2/17/2025 | Millennium Management LLC | 162,114 | $15.25M | 0.0% | +82.2% | 0.051% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 62,840 | $5.91M | 0.0% | +23.1% | 0.020% | |
2/17/2025 | MJP Associates Inc. ADV | 3,019 | $284K | 0.1% | +3.4% | 0.001% | |
2/17/2025 | Laird Norton Wetherby Wealth Management LLC | 4,881 | $459K | 0.0% | -9.8% | 0.002% | |
2/17/2025 | Investment Management Corp of Ontario | 58,880 | $5.54M | 0.2% | +462.8% | 0.019% | |
2/17/2025 | Janus Henderson Group PLC | 1,471,096 | $138.34M | 0.1% | +3,815.2% | 0.465% | |
2/17/2025 | Gen Wealth Partners Inc | 283 | $27K | 0.0% | -34.0% | 0.000% | |
2/17/2025 | Gotham Asset Management LLC | 83,241 | $7.83M | 0.1% | +1.2% | 0.026% | |
2/17/2025 | Focus Partners Wealth | 30,022 | $3.00M | 0.0% | +31.5% | 0.009% | |
2/17/2025 | Ethic Inc. | 15,447 | $1.45M | 0.0% | +18.8% | 0.005% | |
2/17/2025 | Ensign Peak Advisors Inc | 251,130 | $23.62M | 0.0% | +10.6% | 0.079% | |
2/17/2025 | Fiduciary Trust Co | 9,952 | $936K | 0.0% | +17.9% | 0.003% | |
2/17/2025 | Fullcircle Wealth LLC | 8,863 | $920K | 0.4% | -3.9% | 0.003% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 24,665 | $2.32M | 0.0% | -29.4% | 0.008% | |
2/17/2025 | Deutsche Bank AG | 5,722,158 | $538.11M | 0.2% | +3.1% | 1.809% | |
2/17/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 30,631 | $2.88M | 0.0% | -88.8% | 0.010% | |
2/17/2025 | EP Wealth Advisors LLC | 6,185 | $582K | 0.0% | +2.1% | 0.002% | |
2/17/2025 | Collar Capital Management LLC | 22,587 | $2.12M | 1.8% | N/A | 0.007% | |
2/17/2025 | Colonial Trust Co SC | 20,775 | $1.95M | 0.3% | +1.1% | 0.007% | |
2/17/2025 | CoreCap Advisors LLC | 1,306 | $123K | 0.0% | +18.2% | 0.000% | |
2/17/2025 | Cresset Asset Management LLC | 17,768 | $1.67M | 0.0% | -49.9% | 0.006% | |
2/17/2025 | Cetera Investment Advisers | 147,466 | $13.87M | 0.0% | -2.2% | 0.047% | |
2/17/2025 | Brevan Howard Capital Management LP | 11,083 | $1.04M | 0.0% | -58.0% | 0.004% | |
2/17/2025 | Captrust Financial Advisors | 26,902 | $2.53M | 0.0% | +7.8% | 0.009% | |
2/17/2025 | Cary Street Partners Financial LLC | 1,808 | $170K | 0.0% | N/A | 0.001% | |
2/17/2025 | Baird Financial Group Inc. | 249,716 | $23.48M | 0.0% | +1.8% | 0.079% | |
2/17/2025 | Beck Bode LLC | 171,822 | $16.14M | 2.9% | +9.0% | 0.054% | |
2/17/2025 | Beverly Hills Private Wealth LLC | 17,327 | $1.63M | 0.3% | -4.5% | 0.005% | |
2/17/2025 | Bank of America Corp DE | 6,325,034 | $594.81M | 0.0% | -13.7% | 1.999% | |
2/17/2025 | Benjamin Edwards Inc. | 575,198 | $54.10M | 0.8% | +1.2% | 0.182% | |
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Trump has made it clear his tariffs are coming, and that the market will get worse before it gets better.
Luckily, our FREE Presidential Transition Guide details exactly what will happen in the next 100 days, and how to protect your hard-earned savings during these times.
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2/17/2025 | BNP Paribas Financial Markets | 832,834 | $78.32M | 0.0% | +48.6% | 0.263% | |
2/17/2025 | Ameriprise Financial Inc. | 4,240,575 | $398.89M | 0.1% | -1.1% | 1.340% | |
2/17/2025 | Aptus Capital Advisors LLC | 7,662 | $721K | 0.0% | +43.6% | 0.002% | |
2/14/2025 | West Paces Advisors Inc. | 4,418 | $416K | 0.1% | +3.8% | 0.001% | |
2/14/2025 | Mercer Global Advisors Inc. ADV | 26,686 | $2.51M | 0.0% | +3.4% | 0.008% | |
2/14/2025 | Caisse DE Depot ET Placement DU Quebec | 1,694,798 | $159.38M | 0.3% | -10.8% | 0.536% | |
2/14/2025 | Guardian Capital LP | 78,523 | $7.38M | 0.3% | +1.4% | 0.025% | |
2/14/2025 | Rehmann Capital Advisory Group | 5,344 | $503K | 0.0% | +6.1% | 0.002% | |
2/14/2025 | Comerica Bank | 96,106 | $9.04M | 0.0% | -4.0% | 0.030% | |
2/14/2025 | Schonfeld Strategic Advisors LLC | 45,030 | $4.24M | 0.0% | +157.2% | 0.014% | |