| 8/7/2026 | BlackRock Inc. | 7,080,422 | $190.11M | 0.0% | N/A | 3.359% | |
| 8/7/2026 | Deutsche Bank AG | 11,781 | $316K | 0.0% | N/A | 0.006% | |
| 8/7/2026 | Perigon Wealth Management LLC | 12,060 | $324K | 0.0% | N/A | 0.006% | |
| 8/7/2026 | Mitsubishi UFJ Asset Management Co. Ltd. | 1,141 | $31K | 0.0% | N/A | 0.001% | |
| 8/6/2026 | Global Retirement Partners LLC | 1,280 | $34K | 0.0% | N/A | 0.001% | |
| 8/6/2026 | Bank of New York Mellon Corp | 1,039,366 | $27.91M | 0.0% | N/A | 0.493% | |
| 7/10/2026 | Handelsbanken Fonder AB | 10,700 | $287K | 0.0% | N/A | 0.005% | |
| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 68,100 | $1.83M | 0.1% | +12.4% | 0.032% | |
| 7/8/2026 | 55 North Private Wealth LLC | 8,242 | $221K | 0.0% | N/A | 0.004% | |
| 7/7/2026 | GAMMA Investing LLC | 3,961 | $106K | 0.0% | +48.7% | 0.002% | |
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| 7/2/2026 | Versant Capital Management Inc | 11,064 | $297K | 0.0% | +29.8% | 0.005% | |
| 7/2/2026 | CX Institutional | 1,518 | $41K | 0.0% | -71.1% | 0.001% | |
| 6/16/2026 | Empowered Funds LLC | 10,749 | $228K | 0.0% | -9.6% | 0.005% | |
| 6/3/2026 | Parallel Advisors LLC | 3,749 | $79K | 0.0% | -30.0% | 0.002% | |
| 5/26/2026 | Glenmede Trust Co. NA | 10,500 | $222K | 0.0% | +11.7% | 0.005% | |
| 5/21/2026 | Essential Partners LLC | 4,220 | $89K | 0.0% | -47.1% | 0.002% | |
| 5/19/2026 | Bank of America Corp DE | 662,465 | $14.03M | 0.0% | +38.9% | 0.314% | |
| 5/19/2026 | Edgestream Partners L.P. | 69,075 | $1.46M | 0.0% | N/A | 0.033% | |
| 5/19/2026 | Altshuler Shaham Ltd | 5,935 | $126K | 0.0% | +545.8% | 0.003% | |
| 5/18/2026 | Amundi | 103,594 | $2.19M | 0.0% | N/A | 0.049% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 4,614 | $98K | 0.0% | -34.5% | 0.002% | |
| 5/18/2026 | California State Teachers Retirement System | 83,049 | $1.76M | 0.0% | +43.9% | 0.039% | |
| 5/18/2026 | Royal Bank of Canada | 64,768 | $1.37M | 0.0% | +2,894.4% | 0.031% | |
| 5/18/2026 | Empowered Funds LLC | 10,749 | $228K | 0.0% | -9.6% | 0.005% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 252,006 | $5.34M | 0.0% | -3.0% | 0.120% | |
| 5/16/2026 | Maverick Capital Ltd. | 52,697 | $1.12M | 0.0% | -61.9% | 0.025% | |
| 5/16/2026 | Quantinno Capital Management LP | 961,585 | $20.37M | 0.0% | -34.4% | 0.456% | |
| 5/15/2026 | Dean Capital Management | 180,536 | $3.82M | 1.6% | +15.9% | 0.086% | |
| 5/15/2026 | Cypress Capital Group | 80,418 | $1.70M | 0.2% | N/A | 0.038% | |
| 5/14/2026 | Renaissance Technologies LLC | 103,700 | $2.20M | 0.0% | N/A | 0.049% | |
| 5/14/2026 | Morningstar Investment Management LLC | 12,590 | $267K | 0.0% | N/A | 0.006% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 17,174 | $364K | 0.0% | -2.6% | 0.008% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 18,223 | $386K | 0.0% | N/A | 0.009% | |
| 5/14/2026 | Caxton Associates LLP | 14,918 | $316K | 0.0% | N/A | 0.007% | |
| 5/14/2026 | Sei Investments Co. | 66,234 | $1.40M | 0.0% | +24.1% | 0.031% | |
| 5/13/2026 | Cetera Investment Advisers | 11,188 | $237K | 0.0% | -24.6% | 0.005% | |
| 5/13/2026 | First Trust Advisors LP | 2,329,337 | $49.34M | 0.0% | +8.5% | 1.105% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 5,068,602 | $107.35M | 0.0% | +14.5% | 2.405% | |
| 5/7/2026 | Parallel Advisors LLC | 3,749 | $79K | 0.0% | -30.0% | 0.002% | |
| 5/7/2026 | KBC Group NV | 126,807 | $2.69M | 0.0% | +3,934.6% | 0.060% | |
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| 5/6/2026 | Kera Capital Partners Inc. | 10,342 | $219K | 0.0% | -58.6% | 0.005% | |
| 5/5/2026 | Bank of New York Mellon Corp | 1,025,211 | $21.71M | 0.0% | -3.7% | 0.486% | |
| 5/5/2026 | Illinois Municipal Retirement Fund | 31,289 | $663K | 0.0% | +8.2% | 0.015% | |
| 5/4/2026 | Bleakley Financial Group LLC | 131,327 | $2.78M | 0.0% | +98.6% | 0.062% | |
| 5/4/2026 | Principal Financial Group Inc. | 265,167 | $5.62M | 0.0% | +2.1% | 0.126% | |
| 5/1/2026 | Fifth Third Bancorp | 96,333 | $2.04M | 0.0% | +25,865.8% | 0.046% | |
| 4/30/2026 | Hsbc Holdings PLC | 55,307 | $1.16M | 0.0% | -63.9% | 0.026% | |
| 4/30/2026 | Isthmus Partners LLC | 113,165 | $2.40M | 0.3% | +1.2% | 0.054% | |
| 4/27/2026 | HB Wealth Management LLC | 13,600 | $288K | 0.0% | -12.6% | 0.006% | |
| 4/27/2026 | New York State Teachers Retirement System | 13,974 | $296K | 0.0% | +26.5% | 0.007% | |
| 4/24/2026 | MQS Management LLC | 13,239 | $280K | 0.2% | N/A | 0.006% | |
| 4/23/2026 | SJS Investment Consulting Inc. | 1,808 | $38K | 0.0% | +4,657.9% | 0.001% | |
| 4/22/2026 | Sterling Capital Management LLC | 12,606 | $267K | 0.0% | -84.0% | 0.006% | |
| 4/21/2026 | Louisiana State Employees Retirement System | 24,300 | $515K | 0.0% | N/A | 0.012% | |
| 4/16/2026 | SG Americas Securities LLC | 175,168 | $3.71M | 0.0% | -88.0% | 0.083% | |
| 4/16/2026 | Evolve Private Wealth LLC | 11,562 | $245K | 0.0% | -32.8% | 0.005% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,794 | $41K | 0.0% | +119.9% | 0.001% | |
| 3/9/2026 | Corient Private Wealth LLC | 33,362 | $765K | 0.0% | N/A | 0.016% | |
| 3/6/2026 | Hsbc Holdings PLC | 153,230 | $3.52M | 0.0% | N/A | 0.073% | |
| 3/3/2026 | Caitong International Asset Management Co. Ltd | 1,995 | $46K | 0.0% | +199,400.0% | 0.001% | |
| 2/23/2026 | Kera Capital Partners Inc. | 25,006 | $579K | 0.1% | N/A | 0.012% | |
| 2/20/2026 | Dean Capital Management | 155,712 | $3.57M | 1.5% | +48.2% | 0.074% | |
| 2/19/2026 | T. Rowe Price Investment Management Inc. | 1,656,726 | $37.97M | 0.0% | -7.5% | 0.788% | |
| 2/19/2026 | Invesco Ltd. | 525,020 | $12.03M | 0.0% | +106.6% | 0.250% | |
| 2/19/2026 | Corient Private Wealth LLC | 56,831 | $1.30M | 0.0% | N/A | 0.027% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 69,392 | $1.59M | 0.0% | +46.5% | 0.033% | |
| 2/18/2026 | State of Tennessee Department of Treasury | 12,215 | $283K | 0.0% | N/A | 0.006% | |
| 2/18/2026 | EP Wealth Advisors LLC | 9,726 | $223K | 0.0% | N/A | 0.005% | |
| 2/18/2026 | Fuller & Thaler Asset Management Inc. | 5,729,554 | $131.32M | 0.4% | -10.2% | 2.724% | |
| 2/18/2026 | Empowered Funds LLC | 11,888 | $272K | 0.0% | N/A | 0.006% | |
| 2/18/2026 | Voloridge Investment Management LLC | 29,904 | $685K | 0.0% | -12.9% | 0.014% | |
| 2/18/2026 | Twinbeech Capital LP | 37,400 | $857K | 0.1% | N/A | 0.018% | |
| 2/18/2026 | Oxford Asset Management LLP | 8,878 | $203K | 0.1% | N/A | 0.004% | |
| 2/18/2026 | Millennium Management LLC | 1,034,668 | $23.72M | 0.0% | +53.3% | 0.492% | |
| 2/18/2026 | Gotham Asset Management LLC | 1,063,013 | $24.36M | 0.1% | -31.8% | 0.505% | |
| 2/18/2026 | Evolve Private Wealth LLC | 17,205 | $394K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | Clifford Capital Partners LLC | 817,856 | $18.75M | 3.2% | -0.7% | 0.389% | |
| 2/18/2026 | Balyasny Asset Management L.P. | 321,917 | $7.38M | 0.0% | -48.1% | 0.153% | |
| 2/18/2026 | Boothbay Fund Management LLC | 16,723 | $383K | 0.0% | N/A | 0.008% | |
| 2/17/2026 | Guggenheim Capital LLC | 52,614 | $1.21M | 0.0% | +47.1% | 0.025% | |
| 2/17/2026 | Schonfeld Strategic Advisors LLC | 54,668 | $1.25M | 0.0% | N/A | 0.026% | |
| 2/17/2026 | AQR Capital Management LLC | 4,785,091 | $109.67M | 0.1% | -3.4% | 2.275% | |
| 2/17/2026 | Cetera Investment Advisers | 14,840 | $340K | 0.0% | +64.5% | 0.007% | |
| 2/17/2026 | Jain Global LLC | 9,152 | $210K | 0.0% | N/A | 0.004% | |
| 2/17/2026 | Trexquant Investment LP | 62,064 | $1.42M | 0.0% | N/A | 0.030% | |
| 2/17/2026 | Price T Rowe Associates Inc. MD | 39,281 | $901K | 0.0% | +4.5% | 0.019% | |
| 2/17/2026 | T. Rowe Price Investment Management Inc. | 655,352 | $15.02M | 0.0% | -63.4% | 0.312% | |
| 2/17/2026 | Dean Investment Associates LLC | 228,952 | $5.25M | 0.7% | +79.7% | 0.109% | |
| 2/17/2026 | Public Employees Retirement System of Ohio | 17,637 | $404K | 0.0% | -53.3% | 0.008% | |
| 2/17/2026 | State of Wisconsin Investment Board | 13,780 | $316K | 0.0% | N/A | 0.007% | |
Your 401(k) May Not Be Ready for This (Ad) The U.S. is sitting on 8,133 tonnes of gold still valued at 1973 prices. One executive order could correct that - and analysts say it would set off the largest wealth transfer most living Americans have ever seen.
The last time Washington made a comparable move, one asset climbed 2,300% in under 10 years. Those who positioned early changed their financial lives. The window to act before any order is signed may be narrow. Learn how to position yourself in gold before the order is signed |
| 2/17/2026 | Captrust Financial Advisors | 38,315 | $878K | 0.0% | -2.6% | 0.018% | |
| 2/17/2026 | ExodusPoint Capital Management LP | 234,658 | $5.38M | 0.0% | N/A | 0.112% | |
| 2/17/2026 | Royal Bank of Canada | 2,163 | $50K | 0.0% | +74.6% | 0.001% | |
| 2/16/2026 | Squarepoint Ops LLC | 22,555 | $517K | 0.0% | N/A | 0.011% | |
| 2/16/2026 | Vanguard Personalized Indexing Management LLC | 35,033 | $803K | 0.0% | -4.4% | 0.017% | |
| 2/16/2026 | Verition Fund Management LLC | 45,256 | $1.04M | 0.0% | +28.2% | 0.022% | |
| 2/16/2026 | Mariner LLC | 46,388 | $1.07M | 0.0% | -15.6% | 0.022% | |
| 2/16/2026 | Focus Partners Wealth | 77,495 | $1.78M | 0.0% | +373.3% | 0.037% | |
| 2/16/2026 | Landscape Capital Management L.L.C. | 105,441 | $2.42M | 0.2% | N/A | 0.050% | |
| 2/16/2026 | Arax Advisory Partners | 1,521 | $35K | 0.0% | -97.5% | 0.001% | |