| 7/9/2026 | Hennion & Walsh Asset Management Inc. | 183,960 | $2.28M | 0.1% | -8.5% | 0.337% | |
| 7/8/2026 | Attessa Capital LLC | 12,000 | $148K | 0.1% | N/A | 0.022% | |
| 7/7/2026 | Epiq Partners LLC | 349,772 | $4.33M | 1.8% | -17.6% | 0.641% | |
| 5/19/2026 | Bank of America Corp DE | 47,681 | $682K | 0.0% | -46.9% | 0.087% | |
| 5/18/2026 | Sunbelt Securities Inc. | 131,347 | $1.88M | 0.1% | +15.1% | 0.241% | |
| 5/18/2026 | Royal Bank of Canada | 225,968 | $3.23M | 0.0% | +10.0% | 0.414% | |
| 5/15/2026 | Entropy Technologies LP | 14,604 | $209K | 0.0% | N/A | 0.027% | |
| 5/14/2026 | Sei Investments Co. | 250,170 | $3.58M | 0.0% | -1.9% | 0.459% | |
| 5/14/2026 | Lido Advisors LLC | 53,382 | $764K | 0.0% | +27.8% | 0.098% | |
| 5/13/2026 | NewEdge Wealth LLC | 98,148 | $1.40M | 0.0% | +1.8% | 0.180% | |
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| 5/8/2026 | Triad Investment Management | 125,814 | $1.80M | 2.0% | +0.8% | 0.231% | |
| 5/6/2026 | Bessemer Group Inc. | 29,396 | $421K | 0.0% | N/A | 0.054% | |
| 5/6/2026 | Independent Financial Group LLC | 28,952 | $414K | 0.0% | N/A | 0.053% | |
| 5/4/2026 | WJ Financial Advisors LLC | 20,891 | $299K | 0.2% | +20.1% | 0.038% | |
| 5/1/2026 | Fifth Third Bancorp | 13,474 | $193K | 0.0% | N/A | 0.025% | |
| 4/30/2026 | Sumitomo Mitsui Trust Group Inc. | 378,888 | $5.42M | 0.0% | +0.4% | 0.694% | |
| 4/29/2026 | Nicholas Hoffman & Company LLC. | 10,000 | $143K | 0.0% | N/A | 0.018% | |
| 4/28/2026 | Meridian Investment Counsel Inc. | 62,275 | $891K | 0.2% | +52.4% | 0.114% | |
| 4/28/2026 | Abel Hall LLC | 10,000 | $143K | 0.0% | N/A | 0.018% | |
| 4/28/2026 | Ascentis Independent Advisors | 4,804 | $69K | 0.0% | N/A | 0.009% | |
| 4/27/2026 | Private Advisor Group LLC | 15,367 | $220K | 0.0% | +19.4% | 0.028% | |
| 4/23/2026 | Apollon Wealth Management LLC | 31,734 | $454K | 0.0% | +3.7% | 0.058% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 38,815 | $555K | 0.0% | +8.8% | 0.071% | |
| 4/16/2026 | BI Asset Management Fondsmaeglerselskab A S | 48,517 | $694K | 0.0% | +2.9% | 0.089% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 6,325 | $98K | 0.0% | +211.1% | 0.012% | |
| 2/23/2026 | Virtu Financial LLC | 13,271 | $205K | 0.0% | N/A | 0.000% | |
| 2/20/2026 | Sunbelt Securities Inc. | 114,137 | $1.77M | 0.1% | +10.1% | 0.000% | |
| 2/18/2026 | Mackenzie Financial Corp | 38,894 | $600K | 0.0% | +5.6% | 0.000% | |
| 2/18/2026 | VARCOV Co. | 25,574 | $395K | 0.2% | N/A | 0.000% | |
| 2/18/2026 | Virtus Investment Advisers LLC | 36,444 | $563K | 0.2% | -18.6% | 0.000% | |
| 2/18/2026 | Intrepid Family Office LLC | 265,000 | $4.10M | 3.5% | +6.0% | 0.000% | |
| 2/18/2026 | Inspire Investing LLC | 30,238 | $467K | 0.0% | +2.3% | 0.000% | |
| 2/18/2026 | Aristotle Capital Boston LLC | 869,253 | $13.44M | 0.7% | -9.6% | 0.000% | |
| 2/17/2026 | Cetera Investment Advisers | 47,321 | $732K | 0.0% | +3.3% | 0.087% | |
| 2/17/2026 | Trexquant Investment LP | 54,055 | $836K | 0.0% | -57.6% | 0.099% | |
| 2/17/2026 | Price T Rowe Associates Inc. MD | 17,342 | $269K | 0.0% | N/A | 0.000% | |
| 2/17/2026 | Osaic Holdings Inc. | 80,234 | $1.24M | 0.0% | -5.1% | 0.000% | |
| 2/17/2026 | Captrust Financial Advisors | 17,450 | $270K | 0.0% | -49.3% | 0.000% | |
| 2/17/2026 | Royal Bank of Canada | 205,499 | $3.18M | 0.0% | -11.5% | 0.000% | |
| 2/16/2026 | Thornburg Investment Management Inc. | 4,367,861 | $67.53M | 0.8% | -0.1% | 0.000% | |
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| 2/16/2026 | Mariner LLC | 11,598 | $179K | 0.0% | N/A | 0.000% | |
| 2/16/2026 | Arax Advisory Partners | 1,752 | $27K | 0.0% | -28.3% | 0.000% | |
| 2/16/2026 | Altrafin AG | 50,813 | $786K | 0.2% | N/A | 0.000% | |
| 2/13/2026 | Kestra Advisory Services LLC | 7,116 | $110K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | CANADA LIFE ASSURANCE Co | 71,859 | $1.11M | 0.0% | +4.3% | 0.000% | |
| 2/13/2026 | Stifel Financial Corp | 20,564 | $318K | 0.0% | -18.4% | 0.000% | |
| 2/13/2026 | State Street Corp | 66,535 | $1.03M | 0.0% | +23.9% | 0.000% | |
| 2/13/2026 | Van ECK Associates Corp | 1,110,266 | $17.17M | 0.0% | -7.1% | 0.000% | |
| 2/13/2026 | Wells Fargo & Company MN | 17,483 | $270K | 0.0% | +73.9% | 0.000% | |
| 2/12/2026 | Advisors Asset Management Inc. | 219,531 | $3.39M | 0.1% | +16.7% | 0.000% | |
| 2/12/2026 | Jane Street Group LLC | 40,920 | $633K | 0.0% | +99.4% | 0.000% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 157,089 | $2.43M | 0.0% | +0.6% | 0.000% | |
| 2/12/2026 | Ensign Peak Advisors Inc | 350,000 | $5.41M | 0.0% | N/A | 0.000% | |
| 2/12/2026 | Campbell & CO Investment Adviser LLC | 32,087 | $496K | 0.0% | +45.9% | 0.000% | |
| 2/11/2026 | Smithbridge Asset Management Inc. DE | 18,000 | $278K | 0.0% | N/A | 0.033% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 35,687 | $552K | 0.0% | -30.5% | 0.065% | |
| 2/11/2026 | LPL Financial LLC | 114,273 | $1.77M | 0.0% | +37.7% | 0.209% | |
| 2/11/2026 | Franklin Resources Inc. | 449,290 | $6.95M | 0.0% | +8.0% | 0.823% | |
| 2/11/2026 | JPMorgan Chase & Co. | 1,357,679 | $20.99M | 0.0% | +1.1% | 2.488% | |
| 2/11/2026 | Greykasell Wealth Strategies Inc. | 3,787 | $59K | 0.0% | N/A | 0.007% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 260,893 | $4.03M | 2.4% | N/A | 0.478% | |
| 2/11/2026 | BI Asset Management Fondsmaeglerselskab A S | 47,146 | $729K | 0.0% | -29.0% | 0.086% | |
| 2/10/2026 | COFG Advisors LLC | 13,411 | $207K | 0.1% | N/A | 0.000% | |
| 2/9/2026 | Legal & General Group Plc | 379,906 | $5.87M | 0.0% | +18.5% | 0.000% | |
| 2/6/2026 | Condor Capital Management | 374,063 | $5.78M | 0.5% | +6.4% | 0.000% | |
| 2/5/2026 | AlphaCore Capital LLC | 31,697 | $490K | 0.0% | -39.3% | 0.000% | |
| 2/3/2026 | NewEdge Wealth LLC | 96,455 | $1.49M | 0.0% | +0.9% | 0.000% | |
| 2/3/2026 | Denali Advisors LLC | 88,548 | $1.37M | 0.2% | -13.4% | 0.000% | |
| 2/3/2026 | International Assets Investment Management LLC | 2,715 | $42K | 0.0% | N/A | 0.000% | |
| 2/3/2026 | Garner Asset Management Corp | 97,511 | $1.51M | 0.6% | +27.0% | 0.000% | |
| 2/2/2026 | Montag A & Associates Inc. | 30,713 | $475K | 0.0% | -13.5% | 0.000% | |
| 2/2/2026 | WJ Financial Advisors LLC | 17,391 | $269K | 0.2% | N/A | 0.000% | |
| 1/30/2026 | Samalin Investment Counsel LLC | 39,537 | $611K | 0.2% | +11.8% | 0.000% | |
| 1/29/2026 | Comerica Bank | 13,474 | $208K | 0.0% | +642.8% | 0.025% | |
| 1/29/2026 | UBS Group AG | 577,728 | $8.93M | 0.0% | +15.5% | 0.000% | |
| 1/28/2026 | N.E.W. Advisory Services LLC | 4,318 | $67K | 0.0% | +114.3% | 0.000% | |
| 1/28/2026 | Chicago Partners Investment Group LLC | 31,299 | $474K | 0.0% | +2.3% | 0.000% | |
| 1/23/2026 | Sumitomo Mitsui Trust Group Inc. | 377,269 | $5.83M | 0.0% | +14.3% | 0.000% | |
| 1/21/2026 | Muzinich & Co. Inc. | 534,336 | $8.26M | 2.6% | +37.4% | 0.000% | |
| 1/20/2026 | Kelleher Financial Advisors | 1,689 | $26K | 0.0% | N/A | 0.003% | |
| 1/20/2026 | Meridian Investment Counsel Inc. | 40,875 | $632K | 0.2% | N/A | 0.075% | |
| 1/16/2026 | Triad Investment Management | 124,814 | $1.93M | 2.0% | N/A | 0.000% | |
| 1/14/2026 | Hennion & Walsh Asset Management Inc. | 260,893 | $4.03M | 0.1% | -3.6% | 0.478% | |
| 1/7/2026 | Significant Wealth Partners LLC | 29,349 | $454K | 0.5% | N/A | 0.000% | |
| 1/7/2026 | Epiq Partners LLC | 417,128 | $6.45M | 3.0% | +6.2% | 0.000% | |
| 1/5/2026 | Confluence Investment Management LLC | 69,338 | $1.07M | 0.0% | -7.5% | 0.127% | |
| 1/1/2026 | JPMorgan Chase & Co. | 1,342,415 | $20.53M | 0.0% | +0.8% | 0.000% | |
| 1/1/2026 | Tudor Investment Corp ET AL | 26,867 | $411K | 0.0% | -19.6% | 0.000% | |
| 12/23/2025 | Triumph Capital Management | 42,394 | $648K | 0.2% | +10.9% | 0.000% | |
| 12/9/2025 | Tudor Investment Corp ET AL | 26,867 | $411K | 0.0% | -19.6% | 0.000% | |
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free |
| 11/19/2025 | Sunbelt Securities Inc. | 103,641 | $1.59M | 0.1% | -1.8% | 0.190% | |
| 11/18/2025 | Advisory Services Network LLC | 9,326 | $143K | 0.0% | N/A | 0.017% | |
| 11/17/2025 | NewEdge Advisors LLC | 105,178 | $1.61M | 0.0% | +5.7% | 0.193% | |
| 11/17/2025 | CANADA LIFE ASSURANCE Co | 68,884 | $1.05M | 0.0% | +30.3% | 0.126% | |
| 11/17/2025 | Triumph Capital Management | 42,394 | $648K | 0.2% | +10.9% | 0.078% | |
| 11/17/2025 | Qube Research & Technologies Ltd | 33,101 | $506K | 0.0% | +28.3% | 0.061% | |
| 11/17/2025 | Millennium Management LLC | 173,335 | $2.65M | 0.0% | N/A | 0.318% | |
| 11/17/2025 | Brevan Howard Capital Management LP | 23,978 | $367K | 0.0% | +100.2% | 0.044% | |
| 11/17/2025 | Bank of America Corp DE | 127,033 | $1.94M | 0.0% | +137.1% | 0.233% | |
| 11/17/2025 | Aristotle Capital Boston LLC | 962,006 | $14.71M | 0.8% | -1.9% | 1.763% | |