7/31/2025 | Nisa Investment Advisors LLC | 57,782 | $1.35M | 0.0% | +17.7% | 0.027% | |
7/31/2025 | Leeward Investments LLC MA | 929,518 | $21.73M | 1.2% | -3.7% | 0.442% | |
7/31/2025 | MQS Management LLC | 13,408 | $313K | 0.2% | N/A | 0.006% | |
7/31/2025 | Linden Thomas Advisory Services LLC | 73,270 | $1.71M | 0.2% | +2.5% | 0.035% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 79,604 | $1.86M | 0.0% | +8.3% | 0.038% | |
7/31/2025 | AlphaQuest LLC | 29,374 | $687K | 0.1% | N/A | 0.014% | |
7/30/2025 | Bleakley Financial Group LLC | 27,808 | $650K | 0.0% | -2.4% | 0.013% | |
7/30/2025 | D.A. Davidson & CO. | 170,430 | $3.99M | 0.0% | +2.7% | 0.081% | |
7/29/2025 | Mutual of America Capital Management LLC | 104,533 | $2.44M | 0.0% | -3.1% | 0.050% | |
7/29/2025 | William Blair Investment Management LLC | 1,118,924 | $26.16M | 0.1% | -7.5% | 0.532% | |
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7/29/2025 | Easterly Investment Partners LLC | 703,926 | $16.46M | 1.2% | +42.7% | 0.335% | |
7/29/2025 | Nordea Investment Management AB | 526,244 | $12.35M | 0.0% | +33.6% | 0.250% | |
7/28/2025 | New York State Teachers Retirement System | 290,672 | $6.80M | 0.0% | +2.2% | 0.138% | |
7/28/2025 | TD Asset Management Inc | 395,560 | $9.25M | 0.0% | -3.0% | 0.188% | |
7/25/2025 | Verdence Capital Advisors LLC | 20,714 | $484K | 0.0% | +2.0% | 0.010% | |
7/25/2025 | Sequoia Financial Advisors LLC | 12,344 | $289K | 0.0% | N/A | 0.006% | |
7/25/2025 | Yousif Capital Management LLC | 70,560 | $1.65M | 0.0% | -1.5% | 0.034% | |
7/25/2025 | Pzena Investment Management LLC | 1,541,697 | $36.05M | 0.1% | +8.6% | 0.733% | |
7/25/2025 | Sippican Capital Advisors | 110,842 | $2.59M | 1.9% | +2.6% | 0.053% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 36,733 | $861K | 0.0% | +38.1% | 0.017% | |
7/24/2025 | Blue Trust Inc. | 2,718 | $64K | 0.0% | +26.6% | 0.001% | |
7/24/2025 | Robertson Stephens Wealth Management LLC | 9,141 | $214K | 0.0% | N/A | 0.004% | |
7/24/2025 | Mengis Capital Management Inc. | 50,511 | $1.18M | 0.3% | +1.1% | 0.024% | |
7/24/2025 | Callan Family Office LLC | 21,454 | $502K | 0.0% | N/A | 0.010% | |
7/24/2025 | US Bancorp DE | 58,653 | $1.37M | 0.0% | +5.9% | 0.028% | |
7/23/2025 | KLP Kapitalforvaltning AS | 43,719 | $1.02M | 0.0% | +7.6% | 0.021% | |
7/22/2025 | Hunter Perkins Capital Management LLC | 245,237 | $5.73M | 1.4% | +24.0% | 0.117% | |
7/21/2025 | QRG Capital Management Inc. | 25,041 | $585K | 0.0% | +14.0% | 0.012% | |
7/21/2025 | ZWJ Investment Counsel Inc. | 220,670 | $5.16M | 0.2% | +35.7% | 0.105% | |
7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 191,272 | $4.47M | 0.0% | +12.0% | 0.091% | |
7/21/2025 | Lecap Asset Management Ltd. | 18,074 | $423K | 0.1% | N/A | 0.009% | |
7/17/2025 | Janney Montgomery Scott LLC | 118,413 | $2.77M | 0.0% | -5.7% | 0.056% | |
7/17/2025 | Clean Yield Group | 39,832 | $931K | 0.3% | +4.2% | 0.019% | |
7/16/2025 | Paragon Capital Management Ltd | 8,977 | $210K | 0.0% | -36.8% | 0.004% | |
7/16/2025 | State of Alaska Department of Revenue | 23,632 | $552K | 0.0% | -3.7% | 0.011% | |
7/15/2025 | Public Employees Retirement System of Ohio | 66,823 | $1.56M | 0.0% | -5.9% | 0.032% | |
7/15/2025 | IMS Capital Management | 14,315 | $335K | 0.2% | N/A | 0.007% | |
7/14/2025 | GAMMA Investing LLC | 4,592 | $107K | 0.0% | -13.9% | 0.002% | |
7/11/2025 | Quad Cities Investment Group LLC | 36,205 | $846K | 0.4% | +7.8% | 0.017% | |
7/11/2025 | Farther Finance Advisors LLC | 8,433 | $197K | 0.0% | +90.9% | 0.004% | |
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7/11/2025 | UMB Bank n.a. | 2,259 | $53K | 0.0% | +38.1% | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 45,326 | $1.16M | 0.0% | +10.7% | 0.022% | |
7/9/2025 | Gilman Hill Asset Management LLC | 287,427 | $6.72M | 1.1% | +3.9% | 0.137% | |
7/9/2025 | Reyes Financial Architecture Inc. | 3,101 | $73K | 0.1% | -34.7% | 0.001% | |
7/8/2025 | Range Financial Group LLC | 73,467 | $1.72M | 0.7% | +2.7% | 0.035% | |
7/8/2025 | Parallel Advisors LLC | 2,679 | $63K | 0.0% | +41.4% | 0.001% | |
6/18/2025 | Voya Investment Management LLC | 26,057 | $650K | 0.0% | +2.9% | 0.012% | |
5/28/2025 | Strs Ohio | 68,958 | $1.72M | 0.0% | N/A | 0.033% | |
5/22/2025 | WBI Investments LLC | 30,695 | $766K | 0.2% | -17.8% | 0.015% | |
5/21/2025 | Geneos Wealth Management Inc. | 1,202 | $30K | 0.0% | +194.6% | 0.001% | |
5/20/2025 | Focus Partners Wealth | 12,621 | $315K | 0.0% | +55.8% | 0.006% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 887,267 | $22.13M | 0.0% | +1.9% | 0.422% | |
5/16/2025 | Caxton Associates LLP | 46,114 | $1.15M | 0.0% | N/A | 0.022% | |
5/16/2025 | Goldman Sachs Group Inc. | 492,775 | $12.29M | 0.0% | +28.4% | 0.234% | |
5/16/2025 | Kestra Investment Management LLC | 28,242 | $704K | 0.0% | -16.0% | 0.013% | |
5/16/2025 | Jones Financial Companies Lllp | 162,882 | $4.06M | 0.0% | +15,995.1% | 0.077% | |
5/16/2025 | Millennium Management LLC | 484,730 | $12.09M | 0.0% | +572.7% | 0.231% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 82,719 | $2.06M | 0.0% | +23.7% | 0.039% | |
5/16/2025 | AQR Capital Management LLC | 56,675 | $1.40M | 0.0% | +35.4% | 0.027% | |
5/15/2025 | EP Wealth Advisors LLC | 17,302 | $432K | 0.0% | +45.5% | 0.008% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 75,319 | $1.88M | 0.0% | +1.2% | 0.036% | |
5/15/2025 | Royal Bank of Canada | 419,434 | $10.46M | 0.0% | -2.3% | 0.200% | |
5/15/2025 | Quarry LP | 1,995 | $50K | 0.0% | -75.0% | 0.001% | |
5/15/2025 | Mubadala Investment Co PJSC | 85,989 | $2.15M | 0.0% | +1.6% | 0.041% | |
5/15/2025 | Expect Equity LLC | 127,065 | $3.17M | 3.6% | -10.9% | 0.060% | |
5/15/2025 | Vident Advisory LLC | 14,621 | $365K | 0.0% | +10.0% | 0.007% | |
5/15/2025 | Evergreen Capital Management LLC | 15,273 | $381K | 0.0% | +42.1% | 0.007% | |
5/15/2025 | The Manufacturers Life Insurance Company | 1,523,494 | $38.00M | 0.0% | +0.2% | 0.725% | |
5/14/2025 | Keeley Teton Advisors LLC | 367,599 | $9.17M | 1.1% | +2.9% | 0.175% | |
5/14/2025 | Rafferty Asset Management LLC | 240,363 | $6.00M | 0.0% | -27.2% | 0.114% | |
5/14/2025 | Epoch Investment Partners Inc. | 2,703,761 | $67.43M | 0.3% | +13.3% | 1.286% | |
5/14/2025 | Ceredex Value Advisors LLC | 481,562 | $12.01M | 0.3% | +1.5% | 0.229% | |
5/14/2025 | Corebridge Financial Inc. | 231,434 | $5.77M | 0.0% | -2.4% | 0.110% | |
5/14/2025 | Comerica Bank | 63,744 | $1.59M | 0.0% | +1.0% | 0.030% | |
5/14/2025 | MetLife Investment Management LLC | 742,107 | $18.51M | 0.1% | +528.4% | 0.353% | |
5/14/2025 | Systematic Financial Management LP | 1,173,695 | $29.27M | 0.8% | -0.7% | 0.558% | |
5/14/2025 | Hotchkis & Wiley Capital Management LLC | 350,198 | $8.73M | 0.0% | -27.7% | 0.167% | |
5/14/2025 | Ameriprise Financial Inc. | 1,746,178 | $43.55M | 0.0% | +1.2% | 0.831% | |
5/14/2025 | T. Rowe Price Investment Management Inc. | 12,742,629 | $317.80M | 0.2% | +0.9% | 6.062% | |
5/14/2025 | BI Asset Management Fondsmaeglerselskab A S | 1,485 | $37K | 0.0% | N/A | 0.001% | |
5/14/2025 | Hsbc Holdings PLC | 9,769 | $243K | 0.0% | -52.3% | 0.005% | |
5/14/2025 | Wellington Management Group LLP | 2,570,260 | $64.10M | 0.0% | -37.1% | 1.223% | |
5/13/2025 | Northern Trust Corp | 1,689,009 | $42.12M | 0.0% | -4.5% | 0.804% | |
5/13/2025 | Raymond James Financial Inc. | 1,006,864 | $25.11M | 0.0% | +21.0% | 0.479% | |
5/13/2025 | American Century Companies Inc. | 7,567,090 | $188.72M | 0.1% | -0.5% | 3.600% | |
5/13/2025 | Dimensional Fund Advisors LP | 6,527,612 | $162.79M | 0.0% | +18.4% | 3.105% | |
5/13/2025 | Sit Investment Associates Inc. | 39,875 | $994K | 0.0% | +28.2% | 0.019% | |
5/13/2025 | Boston Partners | 1,274,611 | $31.34M | 0.0% | +0.3% | 0.606% | |
5/13/2025 | Russell Investments Group Ltd. | 349,836 | $8.72M | 0.0% | +33.0% | 0.166% | |
5/13/2025 | HighTower Advisors LLC | 17,141 | $427K | 0.0% | +8.4% | 0.008% | |
Wall Street Hates This Gold IRA Strategy—Here’s Why (Ad) What if I told you there's a legal way to own real physical gold and silver—and keep your gains tax-free?
No gimmicks. No shady tricks. Just a powerful IRS-approved loophole that most Americans have never heard of.
It's called a Self-Directed Gold IRA, and it's quietly becoming the go-to wealth protection strategy for people who see the writing on the wall.
When you take the next step, you could qualify for up to $10,000 in FREE GOLD & SILVER with your purchase of a qualified account. Click here to get the IRS Gold Loophole Report now |
5/12/2025 | Nuveen LLC | 504,744 | $12.59M | 0.0% | N/A | 0.240% | |
5/12/2025 | Invesco Ltd. | 2,578,297 | $64.30M | 0.0% | +4.9% | 1.227% | |
5/12/2025 | Atlas Capital Advisors Inc. | 2,566 | $64K | 0.0% | -81.1% | 0.001% | |
5/12/2025 | Covestor Ltd | 2,575 | $64K | 0.0% | -42.9% | 0.001% | |
5/12/2025 | JPMorgan Chase & Co. | 5,947,950 | $148.34M | 0.0% | +221.3% | 2.830% | |
5/12/2025 | Angel Oak Capital Advisors LLC | 36,000 | $898K | 1.2% | +16.1% | 0.017% | |
5/12/2025 | Swiss National Bank | 405,921 | $10.12M | 0.0% | -1.5% | 0.193% | |
5/12/2025 | Maryland State Retirement & Pension System | 9,744 | $243K | 0.0% | -18.0% | 0.005% | |
5/9/2025 | Headlands Technologies LLC | 1,510 | $38K | 0.0% | -89.9% | 0.001% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 7,667,271 | $191.22M | 0.0% | +4.8% | 3.649% | |