| 7/10/2026 | Wasatch Advisors LP | 391,960 | $56.09M | 0.4% | +24.0% | 1.479% | |
| 7/10/2026 | Handelsbanken Fonder AB | 10,862 | $1.55M | 0.0% | -1.7% | 0.041% | |
| 7/8/2026 | Trust Point Inc. | 5,072 | $726K | 0.1% | -34.2% | 0.019% | |
| 7/8/2026 | Reinhart Partners LLC. | 882,927 | $126.36M | 2.9% | +36.9% | 3.331% | |
| 7/8/2026 | Assenagon Asset Management S.A. | 51,748 | $7.41M | 0.0% | +178.6% | 0.195% | |
| 7/7/2026 | GAMMA Investing LLC | 2,767 | $396K | 0.0% | +12.4% | 0.010% | |
| 7/7/2026 | Central Pacific Bank Trust Division | 1,380 | $197K | 0.0% | -13.2% | 0.005% | |
| 7/2/2026 | Versant Capital Management Inc | 360 | $52K | 0.0% | -76.6% | 0.001% | |
| 6/24/2026 | Redwood Investment Management LLC | 6,325 | $1.08M | 0.1% | -6.7% | 0.024% | |
| 6/16/2026 | Empowered Funds LLC | 5,838 | $993K | 0.0% | -27.0% | 0.022% | |
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| 6/3/2026 | Parallel Advisors LLC | 4,075 | $693K | 0.0% | +2.0% | 0.015% | |
| 6/3/2026 | NewEdge Advisors LLC | 4,622 | $786K | 0.0% | -14.8% | 0.017% | |
| 5/29/2026 | Prospect Capital Advisors LLC | 80,470 | $13.68M | 7.5% | +3.1% | 0.304% | |
| 5/19/2026 | Edgestream Partners L.P. | 6,228 | $1.06M | 0.0% | N/A | 0.023% | |
| 5/19/2026 | Janus Henderson Group PLC | 13,511 | $2.30M | 0.0% | +5.5% | 0.051% | |
| 5/18/2026 | Amundi | 83,692 | $14.23M | 0.0% | -0.6% | 0.316% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 790 | $134K | 0.0% | -11.7% | 0.003% | |
| 5/18/2026 | California State Teachers Retirement System | 33,092 | $5.63M | 0.0% | +24.6% | 0.125% | |
| 5/18/2026 | Royal Bank of Canada | 47,727 | $8.12M | 0.0% | -31.4% | 0.180% | |
| 5/18/2026 | Empowered Funds LLC | 5,838 | $993K | 0.0% | -27.0% | 0.022% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 19,431 | $3.30M | 0.0% | -4.0% | 0.073% | |
| 5/16/2026 | Quantinno Capital Management LP | 329,160 | $55.97M | 0.1% | +27.0% | 1.242% | |
| 5/16/2026 | Lazard Asset Management LLC | 9,154 | $1.56M | 0.0% | -39.4% | 0.035% | |
| 5/15/2026 | Punch & Associates Investment Management Inc. | 1,200 | $204K | 0.0% | N/A | 0.005% | |
| 5/15/2026 | Wealth Alliance LLC | 2,368 | $403K | 0.0% | +14.0% | 0.009% | |
| 5/15/2026 | Entropy Technologies LP | 9,221 | $1.57M | 0.1% | N/A | 0.035% | |
| 5/14/2026 | Renaissance Technologies LLC | 215,102 | $36.57M | 0.1% | -30.8% | 0.811% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 8,474 | $1.44M | 0.0% | -2.7% | 0.032% | |
| 5/14/2026 | Aristides Capital LLC | 1,520 | $258K | 0.0% | +21.2% | 0.006% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 185,213 | $31.49M | 0.0% | -14.8% | 0.699% | |
| 5/14/2026 | Bank of Nova Scotia | 36,300 | $6.17M | 0.0% | +21.8% | 0.137% | |
| 5/14/2026 | Sei Investments Co. | 20,471 | $3.48M | 0.0% | -74.3% | 0.077% | |
| 5/14/2026 | State of Wyoming | 1,806 | $307K | 0.0% | +107.3% | 0.007% | |
| 5/13/2026 | Cetera Investment Advisers | 14,099 | $2.40M | 0.0% | -28.4% | 0.053% | |
| 5/13/2026 | NewEdge Wealth LLC | 10,712 | $1.82M | 0.0% | +39.8% | 0.040% | |
| 5/13/2026 | First Trust Advisors LP | 46,547 | $7.91M | 0.0% | -31.0% | 0.176% | |
| 5/12/2026 | ABN Amro Investment Solutions | 68,113 | $11.58M | 0.2% | -0.9% | 0.257% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 4,383 | $745K | 0.0% | +6.3% | 0.017% | |
| 5/8/2026 | Summit Global Investments | 4,714 | $802K | 0.0% | -47.1% | 0.018% | |
| 5/7/2026 | Van Berkom & Associates Inc. | 585,558 | $99.56M | 3.3% | -4.5% | 2.209% | |
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| 5/7/2026 | Dimensional Fund Advisors LP | 621,449 | $105.66M | 0.0% | -0.7% | 2.344% | |
| 5/7/2026 | Parallel Advisors LLC | 4,075 | $693K | 0.0% | +2.0% | 0.015% | |
| 5/7/2026 | KBC Group NV | 17,449 | $2.97M | 0.0% | +1,943.2% | 0.066% | |
| 5/7/2026 | Precision Wealth Strategies LLC | 3,086 | $525K | 0.2% | -13.8% | 0.012% | |
| 5/7/2026 | Heartland Advisors Inc. | 20,861 | $3.55M | 0.2% | -6.4% | 0.079% | |
| 5/6/2026 | California Public Employees Retirement System | 73,077 | $12.43M | 0.0% | -5.8% | 0.276% | |
| 5/6/2026 | Kera Capital Partners Inc. | 4,173 | $710K | 0.1% | +38.3% | 0.016% | |
| 5/6/2026 | Assetmark Inc. | 4,287 | $729K | 0.0% | -1.7% | 0.016% | |
| 5/6/2026 | Bessemer Group Inc. | 1,369 | $233K | 0.0% | +54.7% | 0.005% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 3,526 | $604K | 0.0% | -86.5% | 0.013% | |
| 5/5/2026 | Twin Capital Management Inc. | 4,632 | $788K | 0.1% | +1.5% | 0.017% | |
| 5/5/2026 | Bank of New York Mellon Corp | 183,539 | $31.21M | 0.0% | -11.3% | 0.690% | |
| 5/5/2026 | Geneos Wealth Management Inc. | 1,201 | $204K | 0.0% | +5.3% | 0.005% | |
| 5/5/2026 | Harel Insurance Investments & Financial Services Ltd. | 47,775 | $8.12M | 0.1% | -4.5% | 0.180% | |
| 5/5/2026 | Sanctuary Advisors LLC | 2,266 | $385K | 0.0% | +7.1% | 0.009% | |
| 5/4/2026 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 2,384 | $405K | 0.0% | N/A | 0.009% | |
| 5/4/2026 | State of Michigan Retirement System | 6,659 | $1.13M | 0.0% | +1.5% | 0.025% | |
| 5/4/2026 | Principal Financial Group Inc. | 61,854 | $10.52M | 0.0% | +4.1% | 0.233% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 3,087 | $535K | 0.0% | +12.2% | 0.012% | |
| 5/4/2026 | Teachers Retirement System of The State of Kentucky | 8,606 | $1.46M | 0.0% | -18.1% | 0.032% | |
| 5/1/2026 | Fifth Third Bancorp | 10,187 | $1.73M | 0.0% | +351.6% | 0.038% | |
| 5/1/2026 | Candriam S.C.A. | 2,531 | $430K | 0.0% | -93.6% | 0.010% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 2,192 | $373K | 0.0% | -23.6% | 0.008% | |
| 4/30/2026 | Hsbc Holdings PLC | 12,003 | $2.04M | 0.0% | -53.7% | 0.045% | |
| 4/30/2026 | SkyOak Wealth LLC | 1,334 | $227K | 0.0% | N/A | 0.005% | |
| 4/30/2026 | Oregon Public Employees Retirement Fund | 5,640 | $959K | 0.0% | +3.0% | 0.021% | |
| 4/29/2026 | Burney Co. | 3,590 | $610K | 0.0% | -7.3% | 0.013% | |
| 4/28/2026 | DGS Capital Management LLC | 5,185 | $882K | 0.1% | +2.9% | 0.019% | |
| 4/27/2026 | New York State Teachers Retirement System | 22,360 | $3.80M | 0.0% | -7.5% | 0.082% | |
| 4/27/2026 | Private Advisor Group LLC | 2,003 | $341K | 0.0% | +4.0% | 0.007% | |
| 4/27/2026 | Optas LLC | 1,711 | $291K | 0.0% | +14.5% | 0.006% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 9,498 | $1.62M | 0.0% | +150.1% | 0.035% | |
| 4/27/2026 | Leonteq Securities AG | 195 | $33K | 0.0% | +48.9% | 0.001% | |
| 4/24/2026 | Financial Life Planners | 197 | $33K | 0.0% | N/A | 0.001% | |
| 4/24/2026 | Harbor Investment Advisory LLC | 1,250 | $213K | 0.0% | N/A | 0.005% | |
| 4/23/2026 | Inspire Investing LLC | 17,962 | $3.05M | 0.3% | -4.4% | 0.066% | |
| 4/22/2026 | Skylands Capital LLC | 46,415 | $7.89M | 1.0% | +9.3% | 0.171% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 71,141 | $12.10M | 0.0% | +13.0% | 0.262% | |
| 4/22/2026 | Fort Washington Investment Advisors Inc. OH | 251,546 | $42.77M | 0.2% | +61.2% | 0.927% | |
| 4/22/2026 | ABN AMRO Bank N.V. | 178,880 | $30.74M | 0.3% | +0.1% | 0.659% | |
| 4/22/2026 | Sterling Capital Management LLC | 718 | $122K | 0.0% | -41.3% | 0.003% | |
| 4/21/2026 | Wasatch Advisors LP | 316,202 | $53.76M | 0.4% | -34.6% | 1.165% | |
| 4/21/2026 | Aaron Wealth Advisors LLC | 3,046 | $518K | 0.0% | -40.2% | 0.011% | |
| 4/21/2026 | Louisiana State Employees Retirement System | 8,000 | $1.36M | 0.0% | N/A | 0.029% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 2,290 | $389K | 0.0% | +11.1% | 0.008% | |
| 4/20/2026 | BTC Capital Management Inc. | 3,874 | $659K | 0.0% | +6.1% | 0.014% | |
| 4/20/2026 | Assenagon Asset Management S.A. | 18,575 | $3.16M | 0.0% | -27.8% | 0.068% | |
| 4/18/2026 | Riverbridge Partners LLC | 716,586 | $121.84M | 3.0% | -16.0% | 2.640% | |
| 4/17/2026 | Values First Advisors Inc. | 8,903 | $1.51M | 0.8% | -0.7% | 0.033% | |
| 4/16/2026 | SG Americas Securities LLC | 13,414 | $2.28M | 0.0% | -63.2% | 0.049% | |
Read now. Do not delete. You’ve been warned. (Ad) Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
“Don’t Say I Didn’t Warn You”
Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change. Don’t be left behind. Click here now. |
| 4/16/2026 | Baron Wealth Management LLC | 2,366 | $402K | 0.1% | -3.5% | 0.009% | |
| 3/20/2026 | Hsbc Holdings PLC | 25,905 | $4.31M | 0.0% | +109.4% | 0.095% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 479 | $80K | 0.0% | +343.5% | 0.002% | |
| 3/9/2026 | Corient Private Wealth LLC | 10,109 | $1.68M | 0.0% | +24.6% | 0.037% | |
| 3/6/2026 | Hsbc Holdings PLC | 25,905 | $4.31M | 0.0% | +109.4% | 0.095% | |
| 3/5/2026 | Bayban | 220 | $37K | 0.0% | N/A | 0.001% | |
| 3/3/2026 | Caitong International Asset Management Co. Ltd | 225 | $37K | 0.0% | +525.0% | 0.001% | |
| 3/2/2026 | Sankala Group LLC | 211 | $34K | 0.0% | N/A | 0.001% | |
| 2/26/2026 | Aristides Capital LLC | 1,254 | $209K | 0.0% | -7.6% | 0.005% | |
| 2/24/2026 | DGS Capital Management LLC | 5,038 | $838K | 0.1% | -7.8% | 0.019% | |