5/1/2025 | Louisiana State Employees Retirement System | 77,600 | $1.75M | 0.0% | -2.6% | 0.049% | |
5/1/2025 | New York State Common Retirement Fund | 837,397 | $18.85M | 0.0% | +0.5% | 0.525% | |
5/1/2025 | Mutual of America Capital Management LLC | 23,999 | $540K | 0.0% | -3.9% | 0.015% | |
5/1/2025 | BankPlus Trust Department | 7,053 | $159K | 0.1% | -7.2% | 0.004% | |
5/1/2025 | Arizona State Retirement System | 47,252 | $1.06M | 0.0% | +4.2% | 0.030% | |
5/1/2025 | Xponance Inc. | 12,451 | $280K | 0.0% | +4.9% | 0.008% | |
5/1/2025 | Sage Rhino Capital LLC | 21,334 | $480K | 0.1% | -5.5% | 0.013% | |
4/30/2025 | Nisa Investment Advisors LLC | 5,765 | $130K | 0.0% | -8.5% | 0.004% | |
4/30/2025 | M&T Bank Corp | 40,013 | $901K | 0.0% | -60.7% | 0.025% | |
4/29/2025 | Richard Bernstein Advisors LLC | 148,370 | $3.34M | 0.1% | -3.2% | 0.093% | |
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4/29/2025 | Envestnet Asset Management Inc. | 226,961 | $5.11M | 0.0% | -17.4% | 0.142% | |
4/29/2025 | Braun Stacey Associates Inc. | 72,250 | $1.63M | 0.1% | -83.3% | 0.045% | |
4/29/2025 | Bank of New York Mellon Corp | 998,166 | $22.47M | 0.0% | -4.6% | 0.625% | |
4/29/2025 | Palisade Capital Management LP | 1,401,450 | $31.55M | 0.9% | -0.9% | 0.878% | |
4/28/2025 | Principal Financial Group Inc. | 2,633,653 | $59.28M | 0.0% | -2.6% | 1.650% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 37,774 | $850K | 0.0% | -2.5% | 0.024% | |
4/28/2025 | Teacher Retirement System of Texas | 24,016 | $541K | 0.0% | N/A | 0.015% | |
4/28/2025 | WCM Investment Management LLC | 1,846,578 | $41.57M | 0.1% | -5.8% | 1.157% | |
4/25/2025 | Peregrine Capital Management LLC | 559,909 | $12.60M | 0.4% | +3.4% | 0.351% | |
4/25/2025 | New York State Teachers Retirement System | 61,823 | $1.39M | 0.0% | -21.6% | 0.039% | |
4/25/2025 | Amalgamated Bank | 47,027 | $1.06M | 0.0% | -2.8% | 0.029% | |
4/24/2025 | Illinois Municipal Retirement Fund | 95,803 | $2.16M | 0.0% | +10.0% | 0.060% | |
4/24/2025 | Perpetual Ltd | 163,443 | $3.68M | 0.0% | -40.1% | 0.102% | |
4/23/2025 | Oppenheimer Asset Management Inc. | 11,451 | $258K | 0.0% | +32.7% | 0.007% | |
4/21/2025 | State of Alaska Department of Revenue | 91,316 | $2.06M | 0.0% | -2.5% | 0.057% | |
4/17/2025 | Exchange Traded Concepts LLC | 37,276 | $839K | 0.0% | +30.1% | 0.023% | |
4/16/2025 | Union Bancaire Privee UBP SA | 43,735 | $910K | 0.0% | -55.1% | 0.027% | |
4/15/2025 | Redhawk Wealth Advisors Inc. | 62,621 | $1.41M | 0.2% | -11.7% | 0.039% | |
4/15/2025 | Oak Family Advisors LLC | 210,472 | $4.74M | 1.6% | -4.6% | 0.132% | |
4/15/2025 | Handelsbanken Fonder AB | 2,845,800 | $64.06M | 0.3% | -32.5% | 1.783% | |
4/15/2025 | SG Americas Securities LLC | 36,240 | $816K | 0.0% | N/A | 0.023% | |
4/15/2025 | Avanza Fonder AB | 1,596 | $37K | 0.0% | -48.1% | 0.001% | |
4/14/2025 | Yousif Capital Management LLC | 61,479 | $1.38M | 0.0% | -2.1% | 0.039% | |
4/14/2025 | Harbor Capital Advisors Inc. | 628,099 | $14.14M | 0.6% | +2.0% | 0.394% | |
4/8/2025 | Rhumbline Advisers | 445,795 | $10.04M | 0.0% | -0.9% | 0.279% | |
4/7/2025 | GAMMA Investing LLC | 83,242 | $1.87M | 0.0% | +2,258.8% | 0.052% | |
4/3/2025 | First Hawaiian Bank | 16,570 | $373K | 0.0% | -27.7% | 0.010% | |
3/18/2025 | California State Teachers Retirement System | 146,895 | $3.55M | 0.0% | -2.2% | 0.092% | |
3/5/2025 | Phocas Financial Corp. | 249,006 | $6.02M | 0.8% | -0.8% | 0.151% | |
2/25/2025 | Armis Advisers LLC | 12,709 | $307K | 0.0% | N/A | 0.008% | |
The collapse has already started (Ad) The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim Plaehn reveals how the 2025 trade war is quietly eroding dividend income — and which U.S.-focused stocks are still raising payouts. Watch the 2025 Trade War dividend protection briefing now |
2/20/2025 | Mackenzie Financial Corp | 5,079,244 | $122.82M | 0.2% | -2.4% | 3.082% | |
2/19/2025 | Public Employees Retirement System of Ohio | 262,479 | $6.35M | 0.0% | +14.2% | 0.159% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,064,618 | $49.92M | 0.0% | +25.6% | 1.253% | |
2/17/2025 | Sovereign s Capital Management LLC | 49,069 | $1.19M | 0.8% | N/A | 0.030% | |
2/17/2025 | Westwood Holdings Group Inc. | 4,460,793 | $107.86M | 0.8% | +28.7% | 2.707% | |
2/17/2025 | Tidal Investments LLC | 486,164 | $11.76M | 0.1% | N/A | 0.295% | |
2/17/2025 | State of Wyoming | 23,292 | $563K | 0.1% | +109.6% | 0.014% | |
2/17/2025 | Sycale Advisors NY LLC | 523,308 | $12.65M | 3.3% | N/A | 0.318% | |
2/17/2025 | Select Equity Group L.P. | 86,263 | $2.09M | 0.0% | -2.0% | 0.052% | |
2/17/2025 | ProShare Advisors LLC | 49,665 | $1.20M | 0.0% | +43.1% | 0.030% | |
2/17/2025 | Man Group plc | 289,556 | $7.00M | 0.0% | -10.0% | 0.176% | |
2/17/2025 | Nuveen Asset Management LLC | 453,506 | $10.97M | 0.0% | +11.3% | 0.275% | |
2/17/2025 | Occudo Quantitative Strategies LP | 31,491 | $761K | 0.1% | +156.9% | 0.019% | |
2/17/2025 | Millennium Management LLC | 121,892 | $2.95M | 0.0% | -4.2% | 0.074% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 93,818 | $2.27M | 0.0% | +2.9% | 0.057% | |
2/17/2025 | Lazard Asset Management LLC | 290,816 | $7.03M | 0.0% | +13.0% | 0.176% | |
2/17/2025 | Fairview Capital Investment Management LLC | 2,264,633 | $54.76M | 2.8% | +4.5% | 1.374% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 123,284 | $2.98M | 0.0% | N/A | 0.075% | |
2/17/2025 | Deutsche Bank AG | 227,774 | $5.51M | 0.0% | +27.2% | 0.138% | |
2/17/2025 | Cetera Investment Advisers | 13,695 | $331K | 0.0% | +9.8% | 0.008% | |
2/17/2025 | Brevan Howard Capital Management LP | 11,216 | $271K | 0.0% | -52.2% | 0.007% | |
2/17/2025 | Bank of America Corp DE | 1,594,702 | $38.56M | 0.0% | +1.7% | 0.968% | |
2/17/2025 | BNP Paribas Financial Markets | 42,567 | $1.03M | 0.0% | -53.9% | 0.026% | |
2/17/2025 | Ameriprise Financial Inc. | 1,186,122 | $28.68M | 0.0% | -24.5% | 0.720% | |
2/17/2025 | Algert Global LLC | 20,146 | $487K | 0.0% | N/A | 0.012% | |
2/14/2025 | Freestone Grove Partners LP | 11,464 | $277K | 0.0% | N/A | 0.007% | |
2/14/2025 | Comerica Bank | 72,562 | $1.76M | 0.0% | -1.4% | 0.044% | |
2/14/2025 | Northern Trust Corp | 2,343,138 | $56.66M | 0.0% | +1.7% | 1.422% | |
2/14/2025 | The Manufacturers Life Insurance Company | 93,306 | $2.26M | 0.0% | -2.4% | 0.057% | |
2/14/2025 | Susquehanna Fundamental Investments LLC | 83,321 | $2.02M | 0.0% | N/A | 0.051% | |
2/14/2025 | Snyder Capital Management L P | 1,760,506 | $42.57M | 0.9% | -4.4% | 1.068% | |
2/14/2025 | Hancock Whitney Corp | 9,953 | $241K | 0.0% | N/A | 0.006% | |
2/14/2025 | Voya Investment Management LLC | 49,296 | $1.19M | 0.0% | -8.8% | 0.030% | |
2/14/2025 | RiverPark Advisors LLC | 13,382 | $344K | 0.2% | -30.4% | 0.008% | |
2/14/2025 | Price T Rowe Associates Inc. MD | 9,111,775 | $220.32M | 0.0% | +10.1% | 5.529% | |
2/14/2025 | Susquehanna International Group LLP | 75,074 | $1.82M | 0.0% | -18.2% | 0.046% | |
2/14/2025 | Hsbc Holdings PLC | 19,170 | $463K | 0.0% | -3.5% | 0.012% | |
2/14/2025 | Stifel Financial Corp | 53,631 | $1.30M | 0.0% | -6.2% | 0.033% | |
2/14/2025 | State of Tennessee Department of Treasury | 86,628 | $2.10M | 0.0% | -2.1% | 0.053% | |
2/14/2025 | Tower Research Capital LLC TRC | 2,021 | $49K | 0.0% | -79.4% | 0.001% | |
2/14/2025 | Teachers Retirement System of The State of Kentucky | 179,624 | $4.34M | 0.0% | +7.0% | 0.109% | |
2/14/2025 | MetLife Investment Management LLC | 97,915 | $2.37M | 0.0% | +1.9% | 0.059% | |
2/14/2025 | Dimensional Fund Advisors LP | 3,268,729 | $79.04M | 0.0% | +2.2% | 1.983% | |
2/14/2025 | First Trust Advisors LP | 102,039 | $2.47M | 0.0% | -53.1% | 0.062% | |
2/13/2025 | CANADA LIFE ASSURANCE Co | 186,180 | $4.50M | 0.0% | -1.7% | 0.113% | |
2/13/2025 | Dean Investment Associates LLC | 46,579 | $1.13M | 0.2% | -13.6% | 0.028% | |
2/13/2025 | Osterweis Capital Management Inc. | 283,783 | $6.86M | 0.3% | -16.5% | 0.172% | |
2/13/2025 | Marshall Wace LLP | 29,955 | $724K | 0.0% | -92.4% | 0.018% | |
2/13/2025 | Bridgewater Associates LP | 22,675 | $548K | 0.0% | +13.8% | 0.014% | |
2/13/2025 | Sunriver Management LLC | 1,385,585 | $33.50M | 4.0% | N/A | 0.841% | |
The collapse has already started (Ad) The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim Plaehn reveals how the 2025 trade war is quietly eroding dividend income — and which U.S.-focused stocks are still raising payouts. Watch the 2025 Trade War dividend protection briefing now |
2/13/2025 | XTX Topco Ltd | 49,097 | $1.19M | 0.1% | N/A | 0.030% | |
2/13/2025 | CreativeOne Wealth LLC | 34,720 | $840K | 0.0% | +6.1% | 0.021% | |
2/13/2025 | Mariner LLC | 45,785 | $1.11M | 0.0% | +9.0% | 0.028% | |
2/13/2025 | Barclays PLC | 301,154 | $7.28M | 0.0% | +2.3% | 0.183% | |
2/13/2025 | Granite Investment Partners LLC | 113,462 | $2.74M | 0.1% | -7.8% | 0.069% | |
2/13/2025 | Townsquare Capital LLC | 11,436 | $277K | 0.0% | -16.7% | 0.007% | |
2/13/2025 | Rockefeller Capital Management L.P. | 619,241 | $14.97M | 0.0% | +23.6% | 0.376% | |
2/13/2025 | CenterBook Partners LP | 42,729 | $1.03M | 0.1% | N/A | 0.026% | |
2/13/2025 | Raymond James Financial Inc. | 215,799 | $5.22M | 0.0% | N/A | 0.131% | |
2/13/2025 | Renaissance Group LLC | 190,348 | $4.60M | 0.2% | +39.8% | 0.116% | |