| 7/10/2026 | Tema ETFs LLC | 8,328 | $1.77M | 0.1% | +9.5% | 0.003% | |
| 7/10/2026 | E. Ohman J or Asset Management AB | 13,291 | $2.83M | 0.1% | +30.8% | 0.004% | |
| 7/10/2026 | Handelsbanken Fonder AB | 217,622 | $46.32M | 0.1% | +28.9% | 0.068% | |
| 7/10/2026 | Fulton Bank N.A. | 1,657 | $353K | 0.0% | +8.3% | 0.001% | |
| 7/9/2026 | Revolve Wealth Partners LLC | 1,238 | $264K | 0.0% | +19.4% | 0.000% | |
| 7/9/2026 | Legacy Wealth Asset Management LLC | 6,306 | $1.34M | 0.3% | -4.9% | 0.002% | |
| 7/9/2026 | Allied Private Wealth LLC | 263 | $57K | 0.0% | N/A | 0.000% | |
| 7/9/2026 | Everhart Financial Group Inc. | 5,385 | $1.15M | 0.1% | -3.3% | 0.002% | |
| 7/9/2026 | Sax Wealth Advisors LLC | 2,024 | $439K | 0.0% | +3.3% | 0.001% | |
| 7/9/2026 | Everpar Advisors LLC | 1,137 | $242K | 0.1% | +18.8% | 0.000% | |
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| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 9,578 | $2.04M | 0.1% | -5.7% | 0.003% | |
| 7/9/2026 | Valeo Financial Advisors LLC | 1,297 | $276K | 0.0% | +29.8% | 0.000% | |
| 7/8/2026 | Gradient Investments LLC | 6,848 | $1.46M | 0.0% | -36.0% | 0.002% | |
| 7/8/2026 | Beacon Investment Advisory Services Inc. | 146,715 | $31.23M | 1.2% | -4.7% | 0.046% | |
| 7/8/2026 | Quantum Financial Advisors LLC | 1,291 | $275K | 0.0% | -10.2% | 0.000% | |
| 7/8/2026 | Kwmg LLC | 49,586 | $10.55M | 0.8% | -0.2% | 0.015% | |
| 7/8/2026 | LifeGoal Investments LLC | 960 | $204K | 0.1% | N/A | 0.000% | |
| 7/8/2026 | Cooper Financial Group | 1,919 | $409K | 0.0% | +2.8% | 0.001% | |
| 7/8/2026 | Elevation Wealth Partners LLC | 211 | $45K | 0.0% | +402.4% | 0.000% | |
| 7/8/2026 | Czech National Bank | 91,696 | $19.52M | 0.1% | +4.1% | 0.029% | |
| 7/8/2026 | PensionDanmark Pensionsforsikringsaktieselskab | 89,768 | $19.11M | 0.2% | +10.0% | 0.028% | |
| 7/8/2026 | Assenagon Asset Management S.A. | 514,498 | $109.51M | 0.1% | +41.3% | 0.160% | |
| 7/8/2026 | Apella Capital LLC | 1,032 | $222K | 0.0% | N/A | 0.000% | |
| 7/8/2026 | 55 North Private Wealth LLC | 1,415 | $301K | 0.1% | +35.3% | 0.000% | |
| 7/8/2026 | Sarasin & Partners LLP | 17,285 | $3.68M | 0.0% | -79.7% | 0.005% | |
| 7/7/2026 | Mechanics Bank Trust Department | 24,068 | $5.12M | 0.6% | -0.4% | 0.008% | |
| 7/7/2026 | Trust Asset Management LLC | 3,623 | $771K | 0.1% | -1.9% | 0.001% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 1,256 | $267K | 0.0% | -10.5% | 0.000% | |
| 7/7/2026 | GAMMA Investing LLC | 10,078 | $2.15M | 0.1% | +8.0% | 0.003% | |
| 7/7/2026 | Central Pacific Bank Trust Division | 10,875 | $2.32M | 0.2% | +1.9% | 0.003% | |
| 7/7/2026 | Canandaigua National Bank & Trust Co. | 2,916 | $621K | 0.1% | N/A | 0.001% | |
| 7/7/2026 | Pacific Excel Wealth Advisors Inc. | 1,176 | $250K | 0.1% | N/A | 0.000% | |
| 7/7/2026 | Anderson Hoagland & Co. | 16,114 | $3.43M | 0.3% | -4.9% | 0.005% | |
| 7/2/2026 | Versant Capital Management Inc | 2,478 | $527K | 0.0% | +4.6% | 0.001% | |
| 7/2/2026 | CX Institutional | 3,016 | $642K | 0.0% | -91.2% | 0.001% | |
| 7/1/2026 | First Financial Bank Trust Division | 34,972 | $7.44M | 0.5% | -1.5% | 0.011% | |
| 7/1/2026 | Eastern Bank | 10,500 | $2.24M | 0.0% | +10.5% | 0.003% | |
| 6/24/2026 | Basecamp Wealth Advisors LLC | 1,056 | $229K | 0.0% | +6.0% | 0.000% | |
| 6/22/2026 | Sapient Capital LLC | 2,223 | $482K | 0.0% | N/A | 0.001% | |
| 6/18/2026 | Western Wealth Management LLC | 565 | $122K | 0.0% | N/A | 0.000% | |
Buy this stock today (Ad) Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7.
One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race. Get the name, ticker, and full Hotlist before markets open |
| 6/18/2026 | Pacer Advisors Inc. | 27,407 | $5.94M | 0.0% | -44.8% | 0.009% | |
| 6/18/2026 | Wealth High Governance Capital Ltda | 87,691 | $19.00M | 5.7% | +1,025.0% | 0.027% | |
| 6/18/2026 | Wealth High Governance Asset Management Ltda. | 74,618 | $16.16M | 5.7% | +1,592.0% | 0.023% | |
| 6/3/2026 | Parallel Advisors LLC | 6,586 | $1.43M | 0.0% | +4.1% | 0.002% | |
| 6/3/2026 | NewEdge Advisors LLC | 12,341 | $2.67M | 0.0% | -18.5% | 0.004% | |
| 6/1/2026 | Keel Point LLC | 2,856 | $619K | 0.0% | -3.0% | 0.001% | |
| 5/26/2026 | Glenmede Trust Co. NA | 311,510 | $67.48M | 0.3% | -9.0% | 0.097% | |
| 5/22/2026 | Summitry LLC | 184,299 | $39.93M | 1.4% | -57.5% | 0.057% | |
| 5/22/2026 | Groupama Asset Managment | 4,691 | $1.02M | 0.0% | +85.4% | 0.001% | |
| 5/22/2026 | Wellington Grp LLC | 12,150 | $2.63M | 0.8% | +9.2% | 0.004% | |
| 5/21/2026 | BankChampaign National Association | 3,403 | $737K | 0.7% | N/A | 0.001% | |
| 5/21/2026 | Groupe la Francaise | 83,409 | $18.01M | 0.2% | N/A | 0.026% | |
| 5/20/2026 | Union Heritage Capital LLC | 786 | $170K | 0.1% | N/A | 0.000% | |
| 5/19/2026 | Western Wealth Management LLC | 565 | $122K | 0.0% | N/A | 0.000% | |
| 5/19/2026 | Bank of America Corp DE | 9,416,866 | $2.04B | 0.1% | -3.7% | 2.923% | |
| 5/19/2026 | Twin Lakes Capital Management LLC | 193 | $42K | 0.0% | -28.5% | 0.000% | |
| 5/19/2026 | Kensington Investment Counsel LLC | 7,447 | $1.61M | 0.8% | -1.7% | 0.002% | |
| 5/19/2026 | Kentucky Retirement Systems | 17,890 | $3.88M | 0.1% | -11.6% | 0.006% | |
| 5/19/2026 | Janus Henderson Group PLC | 37,465 | $8.11M | 0.0% | -5.6% | 0.012% | |
| 5/19/2026 | Bull Harbor Capital LLC | 3,203 | $694K | 0.2% | N/A | 0.001% | |
| 5/19/2026 | Arkadios Wealth Advisors | 23,706 | $5.14M | 0.1% | -2.5% | 0.007% | |
| 5/19/2026 | Opal Capital LLC | 3,408 | $738K | 0.1% | N/A | 0.001% | |
| 5/18/2026 | Amundi | 1,855,819 | $402.03M | 0.1% | +30.1% | 0.576% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 3,464 | $750K | 0.0% | +27.9% | 0.001% | |
| 5/18/2026 | California State Teachers Retirement System | 471,301 | $102.10M | 0.1% | -2.7% | 0.146% | |
| 5/18/2026 | Royal Bank of Canada | 2,212,512 | $479.30M | 0.1% | -5.6% | 0.687% | |
| 5/18/2026 | EdgePoint Investment Group Inc. | 1,932,581 | $418.66M | 3.4% | -55.9% | 0.600% | |
| 5/18/2026 | Empowered Funds LLC | 57,184 | $12.39M | 0.1% | +119.4% | 0.018% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 253,488 | $54.91M | 0.0% | -8.8% | 0.079% | |
| 5/16/2026 | KCM Investment Advisors LLC | 30,930 | $6.70M | 0.2% | -2.2% | 0.010% | |
| 5/16/2026 | Glen Eagle Advisors LLC | 440 | $95K | 0.0% | +3,042.9% | 0.000% | |
| 5/16/2026 | Maverick Capital Ltd. | 3,216 | $697K | 0.0% | -66.4% | 0.001% | |
| 5/16/2026 | Quantinno Capital Management LP | 327,865 | $71.03M | 0.1% | +275.9% | 0.102% | |
| 5/16/2026 | Teca Partners LP | 54,426 | $11.79M | 8.1% | -24.9% | 0.017% | |
| 5/16/2026 | Lazard Asset Management LLC | 382,854 | $82.94M | 0.1% | +608.5% | 0.119% | |
| 5/15/2026 | Delta Global Management LP | 1,863 | $404K | 0.0% | -34.7% | 0.001% | |
| 5/15/2026 | Cypress Capital Group | 18,499 | $4.01M | 0.4% | -3.5% | 0.006% | |
| 5/15/2026 | OMERS ADMINISTRATION Corp | 24,854 | $5.38M | 0.0% | +106.5% | 0.008% | |
| 5/15/2026 | Bradley Foster & Sargent Inc. CT | 11,276 | $2.44M | 0.0% | -18.0% | 0.004% | |
| 5/15/2026 | Lombard Odier Asset Management Switzerland SA | 3,778 | $818K | 0.0% | N/A | 0.001% | |
| 5/15/2026 | Lombard Odier Asset Management USA Corp | 4,557 | $987K | 0.1% | N/A | 0.001% | |
| 5/15/2026 | Waverly Advisors LLC | 4,847 | $1.05M | 0.0% | +10.9% | 0.002% | |
| 5/15/2026 | Wealth Alliance LLC | 2,325 | $504K | 0.0% | +18.3% | 0.001% | |
| 5/14/2026 | Healthcare of Ontario Pension Plan Trust Fund | 105,143 | $22.78M | 0.0% | -66.3% | 0.033% | |
| 5/14/2026 | Dai ichi Life Insurance Company Ltd | 22,936 | $4.97M | 0.1% | +112.5% | 0.007% | |
| 5/14/2026 | Renaissance Technologies LLC | 41,300 | $8.95M | 0.0% | N/A | 0.013% | |
| 5/14/2026 | Hilltop Holdings Inc. | 2,318 | $502K | 0.0% | -29.8% | 0.001% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 148,047 | $32.07M | 0.1% | -0.5% | 0.046% | |
| 5/14/2026 | Compound Planning Inc. | 4,283 | $928K | 0.0% | +53.8% | 0.001% | |
| 5/14/2026 | Klingman & Associates LLC | 3,966 | $859K | 0.0% | -10.7% | 0.001% | |
Buy this stock today (Ad) Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7.
One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race. Get the name, ticker, and full Hotlist before markets open |
| 5/14/2026 | Modern Wealth Management LLC | 2,210 | $486K | 0.0% | +6.1% | 0.001% | |
| 5/14/2026 | Keebeck Wealth Management | 1,614 | $350K | 0.0% | N/A | 0.001% | |
| 5/14/2026 | Volterra Technologies LP | 6,132 | $1.33M | 0.2% | N/A | 0.002% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 679,065 | $147.11M | 0.1% | -2.2% | 0.211% | |
| 5/14/2026 | Caxton Associates LLP | 1,421 | $308K | 0.0% | +4.3% | 0.000% | |
| 5/14/2026 | Alcosta Capital Management Inc. | 14,238 | $3.08M | 2.4% | N/A | 0.004% | |
| 5/14/2026 | Bank of Nova Scotia | 272,750 | $59.09M | 0.1% | -31.3% | 0.085% | |
| 5/14/2026 | Gibbs Wealth Management | 4,395 | $952K | 0.1% | +24.1% | 0.001% | |
| 5/14/2026 | Sei Investments Co. | 394,990 | $85.57M | 0.1% | +62.7% | 0.123% | |
| 5/14/2026 | Lido Advisors LLC | 13,531 | $2.93M | 0.0% | +19.5% | 0.004% | |