| 10/1/2026 | Burkett Financial Services LLC | 305 | $38K | 0.0% | N/A | 0.000% | |
| 9/23/2026 | QRG Capital Management Inc. | 6,487 | $992K | 0.0% | +21.6% | 0.005% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 16,114 | $2.47M | 0.0% | -12.6% | 0.012% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 4,688 | $717K | 0.0% | -4.4% | 0.003% | |
| 9/9/2026 | Engineers Gate Manager LP | 15,740 | $2.41M | 0.0% | +177.5% | 0.011% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 4,653 | $712K | 0.0% | -40.3% | 0.003% | |
| 9/9/2026 | NewEdge Advisors LLC | 8,153 | $1.25M | 0.0% | +815,200.0% | 0.006% | |
| 9/9/2026 | GFG Capital LLC | 1,390 | $213K | 0.1% | N/A | 0.001% | |
| 9/9/2026 | Squarepoint Ops LLC | 41,238 | $6.31M | 0.0% | -40.7% | 0.030% | |
| 9/9/2026 | Baird Financial Group Inc. | 30,619 | $4.68M | 0.0% | -8.3% | 0.022% | |
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| 9/8/2026 | Allworth Financial LP | 673 | $103K | 0.0% | -22.3% | 0.000% | |
| 9/8/2026 | Arizona State Retirement System | 37,766 | $5.78M | 0.0% | +0.5% | 0.028% | |
| 9/8/2026 | Nykredit A S | 5,146 | $787K | 0.0% | N/A | 0.004% | |
| 9/4/2026 | Parkside Financial Bank & Trust | 210 | $32K | 0.0% | -34.2% | 0.000% | |
| 8/27/2026 | Corient Private Wealth LP | 3,461 | $529K | 0.0% | +11.3% | 0.003% | |
| 8/26/2026 | Amundi | 60,384 | $9.24M | 0.0% | -41.1% | 0.044% | |
| 8/26/2026 | HighTower Advisors LLC | 65,332 | $9.99M | 0.0% | -1.9% | 0.048% | |
| 8/25/2026 | VIRGINIA RETIREMENT SYSTEMS ET Al | 27,800 | $4.25M | 0.0% | N/A | 0.020% | |
| 8/23/2026 | Greenland Capital Management LP | 4,121 | $630K | 0.1% | N/A | 0.003% | |
| 8/22/2026 | Turner Financial Group Inc. | 1,929 | $295K | 0.3% | N/A | 0.001% | |
| 8/22/2026 | SMART Wealth LLC | 5,302 | $811K | 0.2% | N/A | 0.004% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 13,609 | $2.08M | 0.0% | -2.3% | 0.010% | |
| 8/21/2026 | AXQ Capital LP | 3,487 | $533K | 0.1% | N/A | 0.003% | |
| 8/21/2026 | Nykredit A S | 5,146 | $787K | 0.0% | N/A | 0.004% | |
| 8/20/2026 | Teza Capital Management LLC | 2,863 | $438K | 0.9% | N/A | 0.002% | |
| 8/20/2026 | Headlands Technologies LLC | 8,802 | $1.35M | 0.1% | N/A | 0.006% | |
| 8/20/2026 | Moore Capital Management LP | 54,000 | $8.26M | 0.1% | N/A | 0.039% | |
| 8/20/2026 | Sigma Planning Corp | 2,880 | $441K | 0.0% | N/A | 0.002% | |
| 8/20/2026 | Two Sigma Securities LLC | 5,131 | $785K | 0.1% | N/A | 0.004% | |
| 8/20/2026 | GTS Securities LLC | 1,422 | $218K | 0.0% | N/A | 0.001% | |
| 8/20/2026 | Northwestern Mutual Wealth Management Co. | 2,988 | $457K | 0.0% | +994.5% | 0.002% | |
| 8/20/2026 | Greenwood Capital Associates LLC | 3,879 | $593K | 0.1% | -35.1% | 0.003% | |
| 8/19/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 389,939 | $59.65M | 0.0% | -1.2% | 0.285% | |
| 8/19/2026 | Van ECK Associates Corp | 82,744 | $12.66M | 0.0% | -49.8% | 0.060% | |
| 8/19/2026 | Hsbc Holdings PLC | 26,638 | $4.02M | 0.0% | +233.6% | 0.019% | |
| 8/19/2026 | Wellington Management Group LLP | 685,935 | $104.92M | 0.0% | +299.2% | 0.501% | |
| 8/18/2026 | Beacon Pointe Advisors LLC | 4,727 | $723K | 0.0% | N/A | 0.003% | |
| 8/18/2026 | Empowered Funds LLC | 2,469 | $378K | 0.0% | N/A | 0.002% | |
| 8/18/2026 | United Capital Financial Advisors LLC | 1,452 | $222K | 0.0% | N/A | 0.001% | |
| 8/18/2026 | Public Employees Retirement System of Ohio | 42,614 | $6.52M | 0.0% | N/A | 0.031% | |
My next big call (under $1) (Ad) Crypto traders have a name for this month... Uptober. Since 2013, Bitcoin has closed October higher in 10 of 13 years, with an average gain close to 19%. And this year may be setting up better than most.
Bitcoin just strung together its first positive August and September since at least 2013. Historically, when September finished green, October followed with a gain four times out of five. History isn't a guarantee. But I pay attention when the calendar and the momentum line up. Click to see my #1 pick. |
| 8/17/2026 | Corient Private Wealth LP | 3,423 | $524K | 0.0% | N/A | 0.002% | |
| 8/17/2026 | Bamco Inc. NY | 5,147 | $787K | 0.0% | N/A | 0.004% | |
| 8/17/2026 | Bank of America Corp DE | 619,377 | $94.74M | 0.0% | N/A | 0.452% | |
| 8/15/2026 | Man Group plc | 7,131 | $1.09M | 0.0% | N/A | 0.005% | |
| 8/15/2026 | Jupiter Topco LLC | 495,595 | $75.82M | 0.0% | N/A | 0.362% | |
| 8/15/2026 | J. Goldman & Co LP | 12,847 | $1.97M | 0.1% | N/A | 0.009% | |
| 8/14/2026 | Hsbc Holdings PLC | 26,638 | $4.02M | 0.0% | N/A | 0.019% | |
| 8/14/2026 | Canada Pension Plan Investment Board | 21,900 | $3.35M | 0.0% | N/A | 0.016% | |
| 8/14/2026 | Castleark Management LLC | 73,979 | $11.32M | 0.3% | N/A | 0.054% | |
| 8/14/2026 | Osterweis Capital Management Inc. | 79,865 | $12.22M | 0.6% | N/A | 0.058% | |
| 8/14/2026 | Nicholas Investment Partners LP | 146,318 | $22.38M | 1.3% | N/A | 0.107% | |
| 8/14/2026 | Legal & General Group Plc | 187,535 | $28.69M | 0.0% | N/A | 0.137% | |
| 8/14/2026 | The Manufacturers Life Insurance Company | 86,763 | $13.27M | 0.0% | N/A | 0.063% | |
| 8/14/2026 | S Squared Technology LLC | 254,979 | $39.00M | 0.0% | N/A | 0.186% | |
| 8/14/2026 | Algert Global LLC | 122,430 | $18.73M | 0.2% | +12.5% | 0.089% | |
| 8/13/2026 | Cibc World Market Inc. | 2,483 | $380K | 0.0% | N/A | 0.002% | |
| 8/13/2026 | Sanctuary Advisors LLC | 5,130 | $785K | 0.0% | N/A | 0.004% | |
| 8/13/2026 | Connor Clark & Lunn Investment Management Ltd. | 360,919 | $55.21M | 0.1% | N/A | 0.263% | |
| 8/13/2026 | Meiji Yasuda Asset Management Co Ltd. | 3,156 | $483K | 0.0% | N/A | 0.002% | |
| 8/13/2026 | Globeflex Capital L P | 2,838 | $434K | 0.1% | N/A | 0.002% | |
| 8/13/2026 | Haverford Trust Co | 3,455 | $528K | 0.0% | N/A | 0.003% | |
| 8/12/2026 | Elevation Point Wealth Partners LLC | 1,771 | $271K | 0.0% | N/A | 0.001% | |
| 8/12/2026 | Greenland Capital Management LP | 4,121 | $630K | 0.1% | N/A | 0.003% | |
| 8/12/2026 | Commerce Bank | 4,567 | $699K | 0.0% | N/A | 0.003% | |
| 8/12/2026 | Northwestern Mutual Wealth Management Co. | 2,988 | $457K | 0.0% | N/A | 0.002% | |
| 8/12/2026 | Quantbot Technologies LP | 1,715 | $262K | 0.0% | N/A | 0.001% | |
| 8/12/2026 | Evolve Private Wealth LLC | 5,052 | $773K | 0.0% | N/A | 0.004% | |
| 8/12/2026 | William Blair Investment Management LLC | 1,160,417 | $177.50M | 0.5% | N/A | 0.847% | |
| 8/12/2026 | Landscape Capital Management L.L.C. | 3,775 | $577K | 0.0% | N/A | 0.003% | |
| 8/12/2026 | Callan Family Office LLC | 1,810 | $277K | 0.0% | N/A | 0.001% | |
| 8/12/2026 | Heartland Advisors Inc. | 53,964 | $8.25M | 0.4% | N/A | 0.039% | |
| 8/11/2026 | Allworth Financial LP | 673 | $103K | 0.0% | N/A | 0.000% | |
| 8/11/2026 | Silvant Capital Management LLC | 12,252 | $1.87M | 0.1% | N/A | 0.009% | |
| 8/11/2026 | PCM Encore LLC | 1,328 | $203K | 0.0% | N/A | 0.001% | |
| 8/11/2026 | Vise Technologies Inc. | 4,588 | $702K | 0.0% | N/A | 0.003% | |
| 8/11/2026 | Lisanti Capital Growth LLC | 36,365 | $5.56M | 1.2% | N/A | 0.027% | |
| 8/10/2026 | Csenge Advisory Group | 4,696 | $718K | 0.0% | N/A | 0.003% | |
| 8/10/2026 | Compass Wealth Management LLC | 12,315 | $1.88M | 0.4% | N/A | 0.009% | |
| 8/10/2026 | Danske Bank A S | 300 | $46K | 0.0% | N/A | 0.000% | |
| 8/10/2026 | Artemis Wealth Advisors LLC | 18,000 | $886K | 0.1% | N/A | 0.013% | |
| 8/8/2026 | Meeder Advisory Services Inc. | 3,356 | $513K | 0.0% | N/A | 0.002% | |
| 8/8/2026 | Meeder Asset Management Inc. | 304 | $46K | 0.0% | N/A | 0.000% | |
| 8/7/2026 | B & T Capital Management DBA Alpha Capital Management | 6,510 | $996K | 0.1% | N/A | 0.005% | |
| 8/7/2026 | BlackRock Inc. | 17,240,855 | $2.64B | 0.0% | N/A | 12.584% | |
| 8/7/2026 | Deutsche Bank AG | 93,321 | $14.27M | 0.0% | N/A | 0.068% | |
| 8/7/2026 | TimesSquare Capital Management LLC | 1,135,152 | $173.63M | 2.6% | N/A | 0.829% | |
| 8/7/2026 | Mitsubishi UFJ Asset Management Co. Ltd. | 50,459 | $7.72M | 0.0% | N/A | 0.037% | |
| 8/7/2026 | OneDigital Investment Advisors LLC | 3,434 | $525K | 0.0% | N/A | 0.003% | |
| 8/7/2026 | Wealth Effects LLC | 1,833 | $280K | 0.1% | N/A | 0.001% | |
| 8/7/2026 | Chase Investment Counsel Corp | 2,000 | $305K | 0.1% | N/A | 0.001% | |
My next big call (under $1) (Ad) Crypto traders have a name for this month... Uptober. Since 2013, Bitcoin has closed October higher in 10 of 13 years, with an average gain close to 19%. And this year may be setting up better than most.
Bitcoin just strung together its first positive August and September since at least 2013. Historically, when September finished green, October followed with a gain four times out of five. History isn't a guarantee. But I pay attention when the calendar and the momentum line up. Click to see my #1 pick. |
| 8/6/2026 | Nippon Life Global Investors Americas Inc. | 91,780 | $14.04M | 0.6% | N/A | 0.067% | |
| 8/6/2026 | Global Retirement Partners LLC | 2,233 | $342K | 0.0% | N/A | 0.002% | |
| 8/6/2026 | Bank of New York Mellon Corp | 913,343 | $139.71M | 0.0% | N/A | 0.667% | |
| 8/6/2026 | State of Wyoming | 20,626 | $3.16M | 0.3% | N/A | 0.015% | |
| 8/6/2026 | GSA Capital Partners LLP | 3,588 | $549K | 0.0% | N/A | 0.003% | |
| 8/3/2026 | Oppenheimer Asset Management Inc. | 9,691 | $1.48M | 0.0% | N/A | 0.007% | |
| 8/3/2026 | Bryn Mawr Trust Advisors LLC | 5,389 | $824K | 0.0% | N/A | 0.004% | |
| 7/10/2026 | Wasatch Advisors LP | 55,195 | $8.44M | 0.1% | N/A | 0.040% | |
| 7/10/2026 | Handelsbanken Fonder AB | 46,400 | $7.10M | 0.0% | -10.1% | 0.034% | |
| 7/10/2026 | Mendota Financial Group LLC | 1,500 | $229K | 0.1% | N/A | 0.001% | |