| 9/9/2026 | Engineers Gate Manager LP | 79,564 | $925K | 0.0% | -59.3% | 0.185% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 3,576 | $42K | 0.0% | N/A | 0.008% | |
| 9/9/2026 | Squarepoint Ops LLC | 43,966 | $511K | 0.0% | N/A | 0.102% | |
| 9/3/2026 | Cygnus Capital Advisors LLC | 232,480 | $2.70M | 1.8% | +721.0% | 0.542% | |
| 8/27/2026 | Corient Private Wealth LP | 150,626 | $1.75M | 0.0% | N/A | 0.351% | |
| 8/26/2026 | HighTower Advisors LLC | 35,384 | $412K | 0.0% | -97.2% | 0.082% | |
| 8/22/2026 | Raiffeisen Bank International AG | 27,000 | $305K | 0.0% | +8.0% | 0.063% | |
| 8/21/2026 | AXQ Capital LP | 25,139 | $292K | 0.0% | N/A | 0.059% | |
| 8/20/2026 | Headlands Technologies LLC | 141,844 | $1.65M | 0.2% | +98.1% | 0.330% | |
| 8/20/2026 | Two Sigma Securities LLC | 11,445 | $133K | 0.0% | N/A | 0.027% | |
A new income category is drawing serious money - here's why (Ad) Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the eye-popping yields are fueling a boom among everyday investors. Three years ago, barely a dozen of these funds existed - today there are more than 100, holding over $140 billion.
These funds trade on the NYSE and NASDAQ and are built to generate monthly income. Some investors are targeting $5,000 a month with roughly one-tenth of the nest egg Wall Street says you need. Watch the short briefing to see how this income approach works |
| 8/19/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 120,634 | $1.40M | 0.0% | +32.2% | 0.281% | |
| 8/19/2026 | Hsbc Holdings PLC | 171,277 | $1.97M | 0.0% | +105.0% | 0.399% | |
| 8/17/2026 | Corient Private Wealth LP | 150,656 | $1.75M | 0.0% | N/A | 0.351% | |
| 8/17/2026 | Bank of America Corp DE | 695,302 | $8.09M | 0.0% | N/A | 1.620% | |
| 8/15/2026 | Freestone Grove Partners LP | 2,230 | $26K | 0.0% | N/A | 0.005% | |
| 8/15/2026 | Jupiter Topco LLC | 15,485 | $180K | 0.0% | N/A | 0.036% | |
| 8/14/2026 | Hsbc Holdings PLC | 171,277 | $1.97M | 0.0% | N/A | 0.399% | |
| 8/14/2026 | Expect Equity LLC | 113,383 | $1.32M | 0.8% | N/A | 0.264% | |
| 8/14/2026 | Canada Pension Plan Investment Board | 90,800 | $1.06M | 0.0% | N/A | 0.212% | |
| 8/14/2026 | Legal & General Group Plc | 24,597 | $286K | 0.0% | N/A | 0.057% | |
| 8/14/2026 | The Manufacturers Life Insurance Company | 15,603 | $181K | 0.0% | N/A | 0.036% | |
| 8/13/2026 | Cibc World Market Inc. | 1,115,643 | $12.98M | 0.0% | N/A | 2.599% | |
| 8/12/2026 | Quantbot Technologies LP | 80,320 | $934K | 0.0% | N/A | 0.187% | |
| 8/12/2026 | De Lisle Partners LLP | 152,771 | $1.77M | 0.2% | N/A | 0.356% | |
| 8/12/2026 | Ieq Capital LLC | 18,193 | $212K | 0.0% | N/A | 0.042% | |
| 8/11/2026 | Green Alpha Advisors LLC | 48,085 | $559K | 0.4% | N/A | 0.112% | |
| 8/11/2026 | PCM Encore LLC | 10,434 | $121K | 0.0% | N/A | 0.024% | |
| 8/11/2026 | Trillium Asset Management LLC | 70,479 | $820K | 0.0% | N/A | 0.164% | |
| 8/11/2026 | Frazier Financial Advisors LLC | 2,291 | $27K | 0.0% | N/A | 0.005% | |
| 8/7/2026 | BlackRock Inc. | 5,172,187 | $60.15M | 0.0% | N/A | 12.070% | |
| 8/7/2026 | Deutsche Bank AG | 39,603 | $461K | 0.0% | N/A | 0.092% | |
| 8/6/2026 | Bank of New York Mellon Corp | 126,165 | $1.47M | 0.0% | N/A | 0.294% | |
| 8/6/2026 | GSA Capital Partners LLP | 156,795 | $1.82M | 0.1% | N/A | 0.366% | |
| 7/7/2026 | GAMMA Investing LLC | 3,367 | $39K | 0.0% | +196.7% | 0.008% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 311,746 | $4.40M | 0.1% | -4.9% | 0.728% | |
| 5/19/2026 | Bank of America Corp DE | 515,465 | $7.28M | 0.0% | -26.4% | 1.203% | |
| 5/18/2026 | California State Teachers Retirement System | 40,968 | $578K | 0.0% | +16.7% | 0.096% | |
| 5/18/2026 | Royal Bank of Canada | 22,495 | $318K | 0.0% | +24.8% | 0.052% | |
| 5/18/2026 | Ranger Investment Management L.P. | 579,790 | $8.19M | 0.6% | -0.6% | 1.353% | |
| 5/16/2026 | Quantinno Capital Management LP | 17,144 | $242K | 0.0% | +85.5% | 0.040% | |
A new income category is drawing serious money - here's why (Ad) Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the eye-popping yields are fueling a boom among everyday investors. Three years ago, barely a dozen of these funds existed - today there are more than 100, holding over $140 billion.
These funds trade on the NYSE and NASDAQ and are built to generate monthly income. Some investors are targeting $5,000 a month with roughly one-tenth of the nest egg Wall Street says you need. Watch the short briefing to see how this income approach works |
| 5/16/2026 | SummitTX Capital L.P. | 74,081 | $1.05M | 0.0% | N/A | 0.173% | |
| 5/15/2026 | Rice Hall James & Associates LLC | 222,523 | $3.14M | 0.2% | +20.1% | 0.519% | |
| 5/15/2026 | Anchor Capital Management Company LLC | 620,825 | $8.77M | 9.5% | +22.4% | 1.449% | |
| 5/15/2026 | Entropy Technologies LP | 40,240 | $568K | 0.0% | N/A | 0.094% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 72,228 | $1.02M | 0.0% | -22.0% | 0.169% | |
| 5/14/2026 | Keebeck Wealth Management | 10,707 | $151K | 0.0% | +16.5% | 0.025% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 148,905 | $2.10M | 0.0% | N/A | 0.348% | |
| 5/14/2026 | Caxton Associates LLP | 204,092 | $2.88M | 0.1% | N/A | 0.476% | |
| 5/14/2026 | Inceptionr LLC | 25,784 | $364K | 0.1% | N/A | 0.060% | |
| 5/14/2026 | State of Wyoming | 9,161 | $129K | 0.0% | +340.4% | 0.021% | |
| 5/13/2026 | Cetera Investment Advisers | 32,064 | $453K | 0.0% | +18.6% | 0.075% | |
| 5/13/2026 | First Trust Advisors LP | 72,304 | $1.02M | 0.0% | -52.9% | 0.169% | |
| 5/7/2026 | Van Berkom & Associates Inc. | 2,261,533 | $31.93M | 1.1% | +1,998.7% | 5.278% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 1,405,032 | $19.84M | 0.0% | +46.8% | 3.279% | |
| 5/6/2026 | Aurora Investment Counsel | 76,433 | $1.08M | 0.6% | +92.6% | 0.178% | |
| 5/6/2026 | Watershed Asset Management L.L.C. | 31,778 | $449K | 0.5% | N/A | 0.074% | |
| 5/6/2026 | Assetmark Inc. | 5,732 | $81K | 0.0% | +53.7% | 0.013% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 14,102 | $199K | 0.0% | +11.4% | 0.033% | |
| 5/5/2026 | Bank of New York Mellon Corp | 207,832 | $2.94M | 0.0% | -3.2% | 0.485% | |
| 5/5/2026 | Illinois Municipal Retirement Fund | 22,650 | $320K | 0.0% | N/A | 0.053% | |
| 5/4/2026 | Principal Financial Group Inc. | 2,153,008 | $30.40M | 0.0% | +41.6% | 5.025% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 11,049 | $156K | 0.0% | N/A | 0.026% | |
| 5/1/2026 | Citizens Financial Group Inc. RI | 32,411 | $458K | 0.0% | N/A | 0.076% | |
| 5/1/2026 | Fifth Third Bancorp | 10,676 | $151K | 0.0% | +59,211.1% | 0.025% | |
| 4/30/2026 | Hsbc Holdings PLC | 83,559 | $1.15M | 0.0% | N/A | 0.195% | |
| 4/30/2026 | Taylor Frigon Capital Management LLC | 89,972 | $1.27M | 0.7% | +129.2% | 0.201% | |
| 4/29/2026 | Impact Investors Inc | 13,616 | $192K | 0.1% | -12.1% | 0.030% | |
| 4/27/2026 | 4WEALTH Advisors Inc. | 49,474 | $653K | 0.6% | N/A | 0.110% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 50,646 | $715K | 0.0% | +458.6% | 0.113% | |
| 4/23/2026 | Inspire Investing LLC | 37,122 | $524K | 0.0% | +155.2% | 0.083% | |
| 4/22/2026 | Skylands Capital LLC | 137,600 | $1.94M | 0.3% | N/A | 0.307% | |
| 4/22/2026 | Pictet Asset Management Holding SA | 506,039 | $7.15M | 0.0% | -56.9% | 1.130% | |
| 4/22/2026 | Union Bancaire Privee UBP SA | 17,213 | $226K | 0.0% | +14.5% | 0.038% | |
| 4/21/2026 | Wasatch Advisors LP | 1,933,119 | $27.30M | 0.2% | -28.1% | 4.315% | |
| 4/21/2026 | Wesbanco Bank Inc. | 35,000 | $494K | 0.0% | +133.3% | 0.078% | |
| 4/21/2026 | Louisiana State Employees Retirement System | 16,500 | $233K | 0.0% | N/A | 0.037% | |
| 4/17/2026 | Hanson & Doremus Investment Management | 11,611 | $164K | 0.0% | +35.8% | 0.026% | |
| 4/17/2026 | Campbell Newman Asset Management Inc. | 67,356 | $951K | 0.1% | +1.7% | 0.150% | |
| 4/16/2026 | SG Americas Securities LLC | 35,526 | $502K | 0.0% | -9.0% | 0.079% | |
| 4/16/2026 | CWC Advisors LLC. | 19,336 | $273K | 0.1% | +106.6% | 0.043% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 21,365 | $682K | 0.0% | +21.0% | 0.048% | |
| 3/3/2026 | Caitong International Asset Management Co. Ltd | 3,044 | $97K | 0.0% | +129.2% | 0.007% | |
| 2/19/2026 | Invesco Ltd. | 168,264 | $5.37M | 0.0% | +95.3% | 0.376% | |
| 2/18/2026 | State of Tennessee Department of Treasury | 8,235 | $263K | 0.0% | N/A | 0.018% | |
| 2/18/2026 | Cim LLC | 12,061 | $385K | 0.1% | -3.9% | 0.027% | |
| 2/18/2026 | XTX Topco Ltd | 7,779 | $248K | 0.0% | -75.7% | 0.017% | |
| 2/18/2026 | Wellington Management Group LLP | 2,047,955 | $65.41M | 0.0% | +1.3% | 4.573% | |
| 2/18/2026 | Susquehanna Portfolio Strategies LLC | 111,689 | $3.57M | 0.1% | +108.0% | 0.249% | |
| 2/18/2026 | Osterweis Capital Management Inc. | 335,630 | $10.72M | 0.5% | +45.0% | 0.750% | |
| 2/18/2026 | Millennium Management LLC | 980,423 | $31.32M | 0.0% | +13.1% | 2.189% | |
Urgent Attention to Executive Order #14363 (Buy This Stock Before Oct. 20th (Ad) Marc Chaikin, a 60-year Wall Street veteran whose past clients include George Soros and Steve Cohen, built a system that flagged Nvidia before it climbed more than 50,000%.
Following Executive Order #14363, next-generation AI data centers are coming online, and Chaikin says one stock is leading this buildout. Get the stock name and ticker from Chaikin's research now. |
| 2/18/2026 | Man Group plc | 7,047 | $225K | 0.0% | -89.6% | 0.016% | |
| 2/18/2026 | Inspire Investing LLC | 14,546 | $465K | 0.0% | -57.2% | 0.032% | |
| 2/18/2026 | Engineers Gate Manager LP | 11,671 | $373K | 0.0% | +48.1% | 0.026% | |
| 2/18/2026 | Balyasny Asset Management L.P. | 503,894 | $16.09M | 0.0% | -466.5% | 1.125% | |
| 2/17/2026 | Guggenheim Capital LLC | 30,047 | $960K | 0.0% | N/A | 0.067% | |
| 2/17/2026 | PDT Partners LLC | 105,784 | $3.38M | 0.2% | -47.6% | 0.236% | |
| 2/17/2026 | AQR Capital Management LLC | 46,073 | $1.47M | 0.0% | +10.8% | 0.103% | |
| 2/17/2026 | Cetera Investment Advisers | 27,035 | $863K | 0.0% | +7.8% | 0.060% | |
| 2/17/2026 | Lazard Asset Management LLC | 11,000 | $351K | 0.0% | N/A | 0.025% | |
| 2/17/2026 | Jain Global LLC | 6,820 | $218K | 0.0% | -85.6% | 0.015% | |