8/1/2025 | Envestnet Asset Management Inc. | 446,156 | $58.79M | 0.0% | -7.1% | 0.727% | |
7/31/2025 | Oppenheimer Asset Management Inc. | 59,884 | $7.89M | 0.1% | +2.1% | 0.098% | |
7/31/2025 | Pullen Investment Management LLC | 15,416 | $2.03M | 1.2% | +69.5% | 0.025% | |
7/31/2025 | Waldron Private Wealth LLC | 2,620 | $345K | 0.0% | N/A | 0.004% | |
7/31/2025 | Kornitzer Capital Management Inc. KS | 43,915 | $5.79M | 0.1% | -22.0% | 0.072% | |
7/31/2025 | Shaker Investments LLC OH | 34,959 | $4.61M | 1.9% | +10.0% | 0.057% | |
7/31/2025 | State of New Jersey Common Pension Fund D | 21,683 | $2.86M | 0.0% | -0.8% | 0.035% | |
7/30/2025 | Tributary Capital Management LLC | 156,593 | $20.64M | 1.8% | -42.9% | 0.255% | |
7/30/2025 | Freedom Investment Management Inc. | 2,489 | $328K | 0.0% | -6.2% | 0.004% | |
7/30/2025 | Forum Financial Management LP | 2,138 | $282K | 0.0% | N/A | 0.003% | |
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7/30/2025 | Stephens Investment Management Group LLC | 816,087 | $107.54M | 1.4% | +0.8% | 1.330% | |
7/30/2025 | Covenant Partners LLC | 2,284 | $301K | 0.1% | -48.5% | 0.004% | |
7/30/2025 | Legacy Wealth Asset Management LLC | 3,193 | $421K | 0.1% | +7.2% | 0.005% | |
7/30/2025 | Wallace Advisory Group LLC | 5,140 | $677K | 0.5% | +5.3% | 0.008% | |
7/30/2025 | Whittier Trust Co. of Nevada Inc. | 60,558 | $7.98M | 0.2% | +3.3% | 0.099% | |
7/30/2025 | Whittier Trust Co. | 116,314 | $15.33M | 0.2% | +2.7% | 0.190% | |
7/29/2025 | Stephens Inc. AR | 2,924 | $385K | 0.0% | -16.0% | 0.005% | |
7/29/2025 | Mutual of America Capital Management LLC | 72,100 | $9.50M | 0.1% | +1.3% | 0.118% | |
7/29/2025 | Cottonwood Capital Advisors LLC | 1,716 | $226K | 0.2% | N/A | 0.003% | |
7/29/2025 | VELA Investment Management LLC | 8,396 | $1.11M | 0.3% | -38.5% | 0.014% | |
7/29/2025 | WCM Investment Management LLC | 145,990 | $19.39M | 0.0% | -1.2% | 0.238% | |
7/28/2025 | Curated Wealth Partners LLC | 2,123 | $280K | 0.0% | +8.3% | 0.003% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 8,088 | $1.07M | 0.0% | -17.0% | 0.013% | |
7/25/2025 | Sequoia Financial Advisors LLC | 1,566 | $206K | 0.0% | N/A | 0.003% | |
7/25/2025 | Yousif Capital Management LLC | 20,813 | $2.74M | 0.0% | -1.0% | 0.034% | |
7/25/2025 | MGO One Seven LLC | 2,698 | $356K | 0.0% | -2.7% | 0.004% | |
7/25/2025 | Index Fund Advisors Inc. | 6,234 | $822K | 0.0% | N/A | 0.010% | |
7/25/2025 | Vanguard Personalized Indexing Management LLC | 8,001 | $1.06M | 0.0% | +23.7% | 0.013% | |
7/25/2025 | Oak Ridge Investments LLC | 40,891 | $5.39M | 0.4% | -3.0% | 0.067% | |
7/24/2025 | Baldwin Wealth Partners LLC MA | 1,977 | $261K | 0.0% | -6.4% | 0.003% | |
7/24/2025 | Callan Family Office LLC | 7,821 | $1.03M | 0.0% | +108.4% | 0.013% | |
7/24/2025 | US Bancorp DE | 32,686 | $4.31M | 0.0% | -12.9% | 0.053% | |
7/23/2025 | Louisiana State Employees Retirement System | 17,300 | $2.28M | 0.0% | +0.6% | 0.028% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 1,543 | $203K | 0.0% | N/A | 0.003% | |
7/23/2025 | KLP Kapitalforvaltning AS | 13,100 | $1.73M | 0.0% | -14.9% | 0.021% | |
7/22/2025 | DAVENPORT & Co LLC | 2,566 | $338K | 0.0% | +13.2% | 0.004% | |
7/21/2025 | QRG Capital Management Inc. | 2,094 | $276K | 0.0% | N/A | 0.003% | |
7/21/2025 | Greenwood Capital Associates LLC | 4,660 | $614K | 0.1% | -11.0% | 0.008% | |
7/21/2025 | Hudson Edge Investment Partners Inc. | 6,162 | $812K | 0.1% | -3.4% | 0.010% | |
7/18/2025 | Truist Financial Corp | 42,364 | $5.58M | 0.0% | -7.7% | 0.069% | |
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7/17/2025 | Campbell Newman Asset Management Inc. | 20,760 | $2.74M | 0.2% | +7.1% | 0.034% | |
7/17/2025 | Janney Montgomery Scott LLC | 50,869 | $6.70M | 0.0% | -6.9% | 0.083% | |
7/17/2025 | LVW Advisors LLC | 4,794 | $632K | 0.1% | -9.6% | 0.008% | |
7/16/2025 | West Branch Capital LLC | 455 | $60K | 0.0% | -31.0% | 0.001% | |
7/16/2025 | State of Alaska Department of Revenue | 6,890 | $907K | 0.0% | -4.0% | 0.011% | |
7/16/2025 | Congress Asset Management Co. | 1,714,761 | $225.97M | 1.5% | -6.2% | 2.796% | |
7/15/2025 | TD Private Client Wealth LLC | 12,366 | $1.63M | 0.0% | -4.6% | 0.020% | |
7/15/2025 | Public Employees Retirement System of Ohio | 106,151 | $13.99M | 0.0% | -4.0% | 0.173% | |
7/15/2025 | Norden Group LLC | 19,877 | $2.62M | 0.3% | -4.0% | 0.032% | |
7/15/2025 | Maseco LLP | 277 | $36K | 0.0% | N/A | 0.000% | |
7/15/2025 | Sheets Smith Wealth Management | 5,813 | $766K | 0.1% | -18.7% | 0.009% | |
7/14/2025 | GAMMA Investing LLC | 1,706 | $225K | 0.0% | +21.4% | 0.003% | |
7/14/2025 | ABLE Financial Group LLC | 8,616 | $1.14M | 0.3% | -3.7% | 0.014% | |
7/14/2025 | Park Avenue Securities LLC | 4,723 | $622K | 0.0% | -4.3% | 0.008% | |
7/11/2025 | Assenagon Asset Management S.A. | 4,088 | $539K | 0.0% | -91.5% | 0.007% | |
7/10/2025 | Trust Point Inc. | 6,297 | $830K | 0.1% | -32.3% | 0.010% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 6,833 | $894K | 0.0% | +2.7% | 0.011% | |
7/10/2025 | Wedmont Private Capital | 2,218 | $283K | 0.0% | +6.4% | 0.004% | |
7/9/2025 | Thrive Wealth Management LLC | 2,491 | $328K | 0.1% | +15.0% | 0.004% | |
7/8/2025 | GK Wealth Management LLC | 1,562 | $206K | 0.2% | N/A | 0.003% | |
6/18/2025 | Voya Investment Management LLC | 8,774 | $1.02M | 0.0% | +4.2% | 0.014% | |
6/4/2025 | First Hawaiian Bank | 19,325 | $2.25M | 0.1% | +0.9% | 0.031% | |
6/3/2025 | Inspire Investing LLC | 2,972 | $346K | 0.0% | -18.5% | 0.005% | |
5/28/2025 | Strs Ohio | 13,416 | $1.56M | 0.0% | N/A | 0.022% | |
5/20/2025 | Belpointe Asset Management LLC | 7,001 | $815K | 0.0% | +1.3% | 0.011% | |
5/20/2025 | Intech Investment Management LLC | 23,775 | $2.77M | 0.0% | +89.2% | 0.039% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 183,412 | $21.34M | 0.0% | +12.1% | 0.299% | |
5/16/2025 | Empowered Funds LLC | 3,087 | $359K | 0.0% | N/A | 0.005% | |
5/16/2025 | Axiom Investors LLC DE | 40,809 | $4.75M | 0.0% | N/A | 0.066% | |
5/16/2025 | United Services Automobile Association | 4,068 | $461K | 0.0% | N/A | 0.007% | |
5/16/2025 | Fred Alger Management LLC | 520,166 | $60.53M | 0.3% | -3.6% | 0.847% | |
5/16/2025 | Redwood Investments LLC | 27,099 | $3.15M | 1.2% | +50.0% | 0.044% | |
5/16/2025 | Goldman Sachs Group Inc. | 446,277 | $51.93M | 0.0% | +42.7% | 0.728% | |
5/16/2025 | Jones Financial Companies Lllp | 2,154 | $251K | 0.0% | +993.4% | 0.004% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 23,557 | $2.74M | 0.4% | N/A | 0.038% | |
5/16/2025 | Teza Capital Management LLC | 3,531 | $411K | 0.2% | -47.3% | 0.006% | |
5/16/2025 | Shellback Capital LP | 195,894 | $22.79M | 2.2% | +38.4% | 0.319% | |
5/16/2025 | Panoramic Capital LLC | 5,000 | $582K | 0.6% | N/A | 0.008% | |
5/16/2025 | Integrated Wealth Concepts LLC | 2,815 | $328K | 0.0% | +28.0% | 0.005% | |
5/16/2025 | Hancock Whitney Corp | 11,835 | $1.38M | 0.0% | +5.2% | 0.019% | |
5/16/2025 | Alliancebernstein L.P. | 1,467,353 | $170.74M | 0.1% | -10.0% | 2.390% | |
5/16/2025 | AQR Capital Management LLC | 159,935 | $18.24M | 0.0% | -1.6% | 0.260% | |
5/16/2025 | Alyeska Investment Group L.P. | 288,888 | $33.62M | 0.1% | N/A | 0.470% | |
5/16/2025 | Adage Capital Partners GP L.L.C. | 50,000 | $5.82M | 0.0% | N/A | 0.081% | |
5/15/2025 | PDT Partners LLC | 34,382 | $4.00M | 0.3% | +94.3% | 0.056% | |
5/15/2025 | Maverick Capital Ltd. | 69,933 | $8.14M | 0.1% | N/A | 0.114% | |
5/15/2025 | Royal Bank of Canada | 570,014 | $66.33M | 0.0% | -12.2% | 0.928% | |
5/15/2025 | Vident Advisory LLC | 2,069 | $241K | 0.0% | N/A | 0.003% | |
5/15/2025 | Pembroke Management LTD | 116,435 | $13.55M | 2.0% | -2.2% | 0.190% | |
5/15/2025 | State of Wyoming | 4,065 | $473K | 0.1% | +88.5% | 0.007% | |
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Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live. Watch the “Next Magnificent Seven” presentation here |
5/15/2025 | Trexquant Investment LP | 16,067 | $1.87M | 0.0% | N/A | 0.026% | |
5/15/2025 | Next Century Growth Investors LLC | 161,951 | $18.85M | 1.7% | -0.1% | 0.264% | |
5/15/2025 | Champlain Investment Partners LLC | 473,588 | $55.11M | 0.4% | -4.2% | 0.771% | |
5/14/2025 | B. Metzler seel. Sohn & Co. AG | 34,154 | $3.97M | 0.0% | -5.3% | 0.056% | |
5/14/2025 | Rafferty Asset Management LLC | 4,066 | $473K | 0.0% | -19.6% | 0.007% | |
5/14/2025 | Corebridge Financial Inc. | 67,681 | $7.88M | 0.0% | -2.5% | 0.110% | |
5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 4,591,659 | $534.29M | 1.3% | -1.1% | 7.478% | |
5/14/2025 | Comerica Bank | 32,621 | $3.80M | 0.0% | -2.4% | 0.053% | |
5/14/2025 | Freedom Investment Management Inc. | 2,653 | $309K | 0.0% | -19.9% | 0.004% | |
5/14/2025 | MetLife Investment Management LLC | 179,851 | $20.93M | 0.1% | +420.2% | 0.293% | |