8/28/2025 | China Universal Asset Management Co. Ltd. | 22,921 | $995K | 0.1% | -7.7% | 0.002% | |
8/27/2025 | Orion Porfolio Solutions LLC | 25,952 | $1.13M | 0.0% | +37.8% | 0.003% | |
8/26/2025 | Thrivent Financial for Lutherans | 66,707 | $2.89M | 0.0% | +61.7% | 0.007% | |
8/26/2025 | MASTERINVEST Kapitalanlage GmbH | 19,007 | $825K | 0.1% | N/A | 0.002% | |
8/22/2025 | Stance Capital LLC | 42,439 | $1.84M | 0.7% | N/A | 0.004% | |
8/20/2025 | Kentucky Retirement Systems | 64,112 | $2.78M | 0.1% | -6.1% | 0.006% | |
8/20/2025 | Kentucky Retirement Systems Insurance Trust Fund | 27,210 | $1.18M | 0.1% | -6.5% | 0.003% | |
8/19/2025 | Advisory Services Network LLC | 8,004 | $360K | 0.0% | +19.6% | 0.001% | |
8/19/2025 | Liontrust Investment Partners LLP | 64,666 | $2.81M | 0.0% | -26.1% | 0.006% | |
8/18/2025 | Hudson Bay Capital Management LP | 530,232 | $23.02M | 0.1% | -13.6% | 0.052% | |
Get the Latest News and Ratings for EXC and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Exelon and its competitors with MarketBeat's FREE daily newsletter.
|
8/18/2025 | Nomura Holdings Inc. | 16,982 | $737K | 0.0% | -76.6% | 0.002% | |
8/18/2025 | Geneos Wealth Management Inc. | 7,279 | $316K | 0.0% | +59.3% | 0.001% | |
8/18/2025 | CYBER HORNET ETFs LLC | 2,581 | $112K | 0.1% | N/A | 0.000% | |
8/16/2025 | Public Sector Pension Investment Board | 207,795 | $9.02M | 0.0% | -42.1% | 0.021% | |
8/16/2025 | Evergreen Capital Management LLC | 7,453 | $324K | 0.0% | +17.0% | 0.001% | |
8/16/2025 | Headlands Technologies LLC | 45,901 | $1.99M | 0.2% | -75.9% | 0.005% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 4,185,278 | $182.05M | 0.3% | +2.8% | 0.414% | |
8/15/2025 | Nikulski Financial Inc. | 8,346 | $362K | 0.1% | +26.0% | 0.001% | |
8/15/2025 | Tower Research Capital LLC TRC | 19,624 | $852K | 0.0% | -72.3% | 0.002% | |
8/15/2025 | MUFG Securities EMEA plc | 2,961 | $129K | 0.0% | -98.8% | 0.000% | |
8/15/2025 | Corient Private Wealth LLC | 240,379 | $10.44M | 0.0% | +11.1% | 0.024% | |
8/15/2025 | State of Tennessee Department of Treasury | 348,131 | $15.12M | 0.1% | -12.4% | 0.034% | |
8/15/2025 | Chapman Financial Group LLC | 1,433 | $62K | 0.1% | N/A | 0.000% | |
8/15/2025 | E Fund Management Co. Ltd. | 26,066 | $1.13M | 0.1% | -7.5% | 0.003% | |
8/15/2025 | Captrust Financial Advisors | 59,911 | $2.60M | 0.0% | -4.9% | 0.006% | |
8/15/2025 | Vident Advisory LLC | 66,682 | $2.90M | 0.0% | +24.3% | 0.007% | |
8/15/2025 | Voleon Capital Management LP | 125,063 | $5.43M | 0.3% | -58.0% | 0.012% | |
8/15/2025 | Wasatch Advisors LP | 101,327 | $4.40M | 0.0% | -13.6% | 0.010% | |
8/15/2025 | Tidal Investments LLC | 50,363 | $2.19M | 0.0% | +115.9% | 0.005% | |
8/15/2025 | Smartleaf Asset Management LLC | 10,841 | $465K | 0.0% | -5.7% | 0.001% | |
8/15/2025 | Snowden Capital Advisors LLC | 7,600 | $330K | 0.0% | -2.9% | 0.001% | |
8/15/2025 | Sompo Asset Management Co. Ltd. | 42,020 | $1.83M | 0.3% | +1.2% | 0.004% | |
8/15/2025 | Royal London Asset Management Ltd. | 1,046,744 | $45.45M | 0.1% | -4.9% | 0.104% | |
8/15/2025 | Rafferty Asset Management LLC | 384,973 | $16.72M | 0.1% | +1.2% | 0.038% | |
8/15/2025 | Orion Porfolio Solutions LLC | 25,952 | $1.13M | 0.0% | +37.8% | 0.003% | |
8/15/2025 | MML Investors Services LLC | 102,984 | $4.47M | 0.0% | +4.7% | 0.010% | |
8/15/2025 | Man Group plc | 3,034,725 | $131.77M | 0.3% | +99.4% | 0.300% | |
8/15/2025 | Meiji Yasuda Asset Management Co Ltd. | 7,707 | $335K | 0.0% | -79.3% | 0.001% | |
8/15/2025 | Modern Wealth Management LLC | 19,474 | $846K | 0.0% | +4.0% | 0.002% | |
8/15/2025 | Lazard Asset Management LLC | 16,891,609 | $733.43M | 1.0% | -24.1% | 1.672% | |
Why More Investors Are Using Family Trusts to Protect Their Wealth (Ad) For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensuring wealth is passed on according to your wishes. Trusts may also provide shielding from creditors and lawsuits while offering potential tax advantages—especially with estate tax thresholds set to decrease in 2026.
If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest. Click here to get your free advisor matches and start planning your legacy today. |
8/15/2025 | LMR Partners LLP | 6,960 | $302K | 0.0% | +43.7% | 0.001% | |
8/15/2025 | Hudson Bay Capital Management LP | 530,232 | $23.02M | 0.1% | -13.6% | 0.052% | |
8/15/2025 | IHT Wealth Management LLC | 17,775 | $772K | 0.0% | +4.4% | 0.002% | |
8/15/2025 | Great Valley Advisor Group Inc. | 23,526 | $1.02M | 0.0% | -1.0% | 0.002% | |
8/15/2025 | EP Wealth Advisors LLC | 12,149 | $528K | 0.0% | +34.6% | 0.001% | |
8/15/2025 | Electron Capital Partners LLC | 1,567,565 | $68.06M | 3.6% | -38.4% | 0.155% | |
8/15/2025 | Energy Income Partners LLC | 77,172 | $3.35M | 0.1% | +0.6% | 0.008% | |
8/15/2025 | BI Asset Management Fondsmaeglerselskab A S | 115,214 | $5.00M | 0.0% | +5.4% | 0.011% | |
8/15/2025 | Boothbay Fund Management LLC | 18,330 | $796K | 0.0% | -17.3% | 0.002% | |
8/15/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 158,863 | $6.90M | 0.0% | -17.3% | 0.016% | |
8/15/2025 | BTG Pactual Asset Management US LLC | 104,733 | $4.55M | 0.5% | +214.9% | 0.010% | |
8/15/2025 | Brevan Howard Capital Management LP | 52,911 | $2.30M | 0.0% | -48.1% | 0.005% | |
8/15/2025 | Ameriprise Financial Inc. | 2,680,255 | $116.39M | 0.0% | +83.1% | 0.265% | |
8/15/2025 | AQR Capital Management LLC | 2,687,094 | $115.98M | 0.1% | -13.8% | 0.266% | |
8/15/2025 | ATLAS Infrastructure Partners UK Ltd. | 6,003,808 | $260.69M | 18.6% | +3.6% | 0.594% | |
8/14/2025 | Ausdal Financial Partners Inc. | 11,611 | $504K | 0.0% | -3.0% | 0.001% | |
8/14/2025 | California State Teachers Retirement System | 1,799,160 | $78.12M | 0.1% | +30.4% | 0.178% | |
8/14/2025 | Financial Advisors Network Inc. | 8,231 | $357K | 0.1% | +16.5% | 0.001% | |
8/14/2025 | Raymond James Financial Inc. | 3,236,628 | $140.53M | 0.0% | +59.3% | 0.320% | |
8/14/2025 | Banco BTG Pactual S.A. | 10,989 | $477K | 0.1% | N/A | 0.001% | |
8/14/2025 | Canada Pension Plan Investment Board | 5,593,627 | $242.88M | 0.2% | +164.3% | 0.554% | |
8/14/2025 | Quantinno Capital Management LP | 350,074 | $15.20M | 0.1% | +31.5% | 0.035% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 851,906 | $36.96M | 0.1% | -8.5% | 0.084% | |
8/14/2025 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 888,130 | $38.56M | 0.0% | +37.1% | 0.088% | |
8/14/2025 | Diversify Advisory Services LLC | 23,418 | $1.05M | 0.0% | +155.3% | 0.002% | |
8/14/2025 | Alliancebernstein L.P. | 1,375,469 | $59.72M | 0.0% | -3.2% | 0.136% | |
8/14/2025 | Peapack Gladstone Financial Corp | 24,271 | $1.05M | 0.0% | -2.9% | 0.002% | |
8/14/2025 | Vivaldi Capital Management LP | 6,430 | $279K | 0.0% | -18.2% | 0.001% | |
8/14/2025 | HUB Investment Partners LLC | 5,228 | $227K | 0.0% | N/A | 0.001% | |
8/14/2025 | Treasurer of the State of North Carolina | 472,175 | $20.50M | 0.1% | +3.1% | 0.047% | |
8/14/2025 | The Manufacturers Life Insurance Company | 1,097,769 | $47.67M | 0.0% | -1.6% | 0.109% | |
8/14/2025 | CIBC Asset Management Inc | 312,042 | $13.55M | 0.0% | -3.9% | 0.031% | |
8/14/2025 | BNP Paribas | 278,965 | $12.11M | 0.4% | +20.5% | 0.028% | |
8/14/2025 | Sei Investments Co. | 615,178 | $26.71M | 0.0% | -6.6% | 0.061% | |
8/14/2025 | NewEdge Advisors LLC | 51,322 | $2.23M | 0.0% | -14.1% | 0.005% | |
8/14/2025 | Intact Investment Management Inc. | 117,000 | $5.08M | 0.2% | -14.7% | 0.012% | |
8/14/2025 | Investment Management Corp of Ontario | 201,580 | $8.75M | 0.1% | -20.9% | 0.020% | |
8/14/2025 | AXA S.A. | 607,356 | $26.37M | 0.1% | -55.5% | 0.060% | |
8/14/2025 | Lombard Odier Asset Management Switzerland SA | 16,211 | $704K | 0.0% | N/A | 0.002% | |
8/14/2025 | State Street Corp | 64,077,850 | $2.78B | 0.1% | +4.0% | 6.344% | |
8/14/2025 | Daiwa Securities Group Inc. | 345,274 | $14.99M | 0.1% | +44.7% | 0.034% | |
8/14/2025 | CoreFirst Bank & Trust | 872 | $38K | 0.0% | N/A | 0.000% | |
8/14/2025 | Ossiam | 24,293 | $1.06M | 0.0% | +36.2% | 0.002% | |
8/14/2025 | Bank of Nova Scotia | 114,396 | $4.97M | 0.0% | +2.2% | 0.011% | |
8/14/2025 | California Public Employees Retirement System | 3,800,145 | $165.00M | 0.1% | -15.8% | 0.376% | |
8/14/2025 | Cerity Partners LLC | 284,874 | $12.37M | 0.0% | -41.4% | 0.028% | |
8/14/2025 | Federated Hermes Inc. | 447,100 | $19.41M | 0.0% | +220.8% | 0.044% | |
8/13/2025 | Gabelli Funds LLC | 414,793 | $18.01M | 0.1% | +8.4% | 0.041% | |
8/13/2025 | Gamco Investors INC. ET AL | 14,865 | $645K | 0.0% | N/A | 0.001% | |
8/13/2025 | Jump Financial LLC | 56,371 | $2.45M | 0.0% | N/A | 0.006% | |
A New Way to Double Your Retirement Income? (Ad) Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities.
If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for. Click here to see how to turn your savings into a monthly income machine. |
8/13/2025 | Stenger Family Office LLC | 48,535 | $2.15M | 0.5% | N/A | 0.005% | |
8/13/2025 | Morton Community Bank | 77,212 | $3.35M | 0.8% | +3.4% | 0.008% | |
8/13/2025 | StoneX Group Inc. | 38,905 | $1.69M | 0.1% | -2.4% | 0.004% | |
8/13/2025 | SageView Advisory Group LLC | 11,182 | $485K | 0.0% | -18.2% | 0.001% | |
8/13/2025 | Qtron Investments LLC | 11,264 | $489K | 0.1% | -40.5% | 0.001% | |
8/13/2025 | Cresset Asset Management LLC | 303,979 | $13.20M | 0.1% | +742.1% | 0.030% | |
8/13/2025 | Brown Advisory Inc. | 50,631 | $2.20M | 0.0% | -1.9% | 0.005% | |
8/13/2025 | Amundi | 8,012,894 | $346.92M | 0.1% | -3.4% | 0.793% | |
8/13/2025 | Marshall Wace LLP | 827,749 | $35.94M | 0.0% | +30.0% | 0.082% | |
8/13/2025 | Baird Financial Group Inc. | 26,056 | $1.13M | 0.0% | -12.8% | 0.003% | |