5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 327,500 | $28.97M | 0.0% | +93.2% | 0.424% | |
5/19/2025 | Optimize Financial Inc | 7,232 | $640K | 0.2% | N/A | 0.009% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 14,700 | $1.30M | 0.0% | N/A | 0.019% | |
5/16/2025 | United Services Automobile Association | 4,741 | $423K | 0.0% | N/A | 0.006% | |
5/16/2025 | Everstar Asset Management LLC | 7,371 | $652K | 0.1% | +138.2% | 0.010% | |
5/16/2025 | Goldman Sachs Group Inc. | 191,465 | $16.94M | 0.0% | +88.5% | 0.248% | |
5/16/2025 | Kestra Investment Management LLC | 854 | $76K | 0.0% | N/A | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 10,591 | $937K | 0.0% | +3,361.1% | 0.014% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 15,966 | $1.41M | 0.2% | N/A | 0.021% | |
5/16/2025 | Park West Asset Management LLC | 541,308 | $47.88M | 3.9% | -13.4% | 0.700% | |
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5/16/2025 | NewEdge Advisors LLC | 3,242 | $287K | 0.0% | +11.2% | 0.004% | |
5/16/2025 | Millennium Management LLC | 195,686 | $17.31M | 0.0% | -11.4% | 0.253% | |
5/16/2025 | Integrated Wealth Concepts LLC | 4,655 | $412K | 0.0% | N/A | 0.006% | |
5/16/2025 | Hancock Whitney Corp | 2,877 | $254K | 0.0% | -51.5% | 0.004% | |
5/16/2025 | Alliancebernstein L.P. | 254,330 | $22.50M | 0.0% | -29.6% | 0.329% | |
5/16/2025 | AQR Capital Management LLC | 165,626 | $14.63M | 0.0% | -46.7% | 0.214% | |
5/16/2025 | Advisors Asset Management Inc. | 4,502 | $398K | 0.0% | +22.6% | 0.006% | |
5/16/2025 | American Trust Investment Advisors LLC | 49,523 | $4.38M | 1.8% | +6.8% | 0.064% | |
5/16/2025 | Adage Capital Partners GP L.L.C. | 150,000 | $13.27M | 0.0% | N/A | 0.194% | |
5/15/2025 | Royal Bank of Canada | 140,820 | $12.46M | 0.0% | -2.8% | 0.182% | |
5/15/2025 | OLD Mission Capital LLC | 43,126 | $3.81M | 0.1% | -31.8% | 0.056% | |
5/15/2025 | Trexquant Investment LP | 177,287 | $15.68M | 0.2% | +87.7% | 0.229% | |
5/14/2025 | Aristides Capital LLC | 2,883 | $255K | 0.1% | -13.8% | 0.004% | |
5/14/2025 | Keeley Teton Advisors LLC | 17,530 | $1.55M | 0.2% | +1.1% | 0.023% | |
5/14/2025 | Ceredex Value Advisors LLC | 134,025 | $11.86M | 0.3% | -20.4% | 0.173% | |
5/14/2025 | Caisse DE Depot ET Placement DU Quebec | 29,000 | $2.57M | 0.0% | N/A | 0.038% | |
5/14/2025 | Corebridge Financial Inc. | 78,488 | $6.94M | 0.0% | -3.7% | 0.102% | |
5/14/2025 | Comerica Bank | 28,678 | $2.54M | 0.0% | -3.5% | 0.037% | |
5/14/2025 | MetLife Investment Management LLC | 38,415 | $3.40M | 0.0% | -2.9% | 0.050% | |
5/14/2025 | AlphaQuest LLC | 3,006 | $266K | 0.0% | +857.3% | 0.004% | |
5/14/2025 | Capital Fund Management S.A. | 52,270 | $4.62M | 0.0% | -55.5% | 0.068% | |
5/14/2025 | Credit Agricole S A | 231,500 | $20.48M | 0.1% | +25.4% | 0.299% | |
5/14/2025 | Groupama Asset Managment | 5,588 | $499K | 0.0% | N/A | 0.007% | |
5/14/2025 | Van Lanschot Kempen Investment Management N.V. | 317,553 | $28.09M | 0.3% | +3.5% | 0.411% | |
5/14/2025 | Hsbc Holdings PLC | 3,581 | $317K | 0.0% | -31.7% | 0.005% | |
5/14/2025 | HITE Hedge Asset Management LLC | 62,900 | $5.56M | 0.3% | -37.7% | 0.081% | |
5/14/2025 | Wellington Management Group LLP | 1,004,234 | $88.82M | 0.0% | -1.9% | 1.299% | |
5/13/2025 | Northern Trust Corp | 501,403 | $44.35M | 0.0% | +1.3% | 0.649% | |
5/13/2025 | Summit Securities Group LLC | 11,634 | $1.03M | 0.2% | N/A | 0.015% | |
5/13/2025 | Algert Global LLC | 52,907 | $4.68M | 0.1% | +45.7% | 0.068% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
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5/13/2025 | Corient IA LLC | 6,000 | $531K | 0.4% | N/A | 0.008% | |
5/13/2025 | Northwest & Ethical Investments L.P. | 25,489 | $2.26M | 0.1% | +34.1% | 0.033% | |
5/13/2025 | Raymond James Financial Inc. | 39,776 | $3.52M | 0.0% | -2.2% | 0.051% | |
5/13/2025 | LFL Advisers LLC | 288,698 | $25.54M | 11.2% | -2.6% | 0.373% | |
5/13/2025 | American Century Companies Inc. | 182,541 | $16.15M | 0.0% | +22.4% | 0.236% | |
5/13/2025 | Dimensional Fund Advisors LP | 1,857,069 | $164.26M | 0.0% | +14.4% | 2.402% | |
5/13/2025 | Mondrian Investment Partners LTD | 1,351,465 | $119.54M | 2.0% | -2.0% | 1.748% | |
5/13/2025 | Russell Investments Group Ltd. | 74,573 | $6.60M | 0.0% | -50.9% | 0.096% | |
5/13/2025 | Callan Family Office LLC | 2,381 | $211K | 0.0% | -31.4% | 0.003% | |
5/13/2025 | HighTower Advisors LLC | 8,411 | $744K | 0.0% | +7.1% | 0.011% | |
5/12/2025 | Todd Asset Management LLC | 35,000 | $3.10M | 0.1% | -7.2% | 0.045% | |
5/12/2025 | SouthState Corp | 281 | $25K | 0.0% | N/A | 0.000% | |
5/12/2025 | Virtu Financial LLC | 5,535 | $490K | 0.0% | N/A | 0.007% | |
5/12/2025 | Entropy Technologies LP | 4,606 | $407K | 0.0% | N/A | 0.006% | |
5/12/2025 | Invesco Ltd. | 148,557 | $13.14M | 0.0% | +19.8% | 0.192% | |
5/12/2025 | Manhattan West Asset Management LLC | 29,088 | $2.57M | 0.7% | +24.0% | 0.038% | |
5/12/2025 | Swiss National Bank | 145,000 | $12.83M | 0.0% | -3.1% | 0.188% | |
5/12/2025 | XY Capital Ltd | 9,422 | $833K | 0.2% | -49.7% | 0.012% | |
5/9/2025 | Deutsche Bank AG | 6,169 | $546K | 0.0% | +4.8% | 0.008% | |
5/9/2025 | Ontario Teachers Pension Plan Board | 19,962 | $1.77M | 0.0% | -12.5% | 0.026% | |
5/9/2025 | Charles Schwab Investment Management Inc. | 2,483,726 | $219.69M | 0.0% | +418.3% | 3.213% | |
5/9/2025 | Vanguard Group Inc. | 1,783,818 | $157.78M | 0.0% | -1.6% | 2.308% | |
5/9/2025 | ABC Arbitrage SA | 16,327 | $1.44M | 0.3% | +289.0% | 0.021% | |
5/9/2025 | New Age Alpha Advisors LLC | 76,194 | $6.74M | 0.3% | +25.0% | 0.099% | |
5/9/2025 | PNC Financial Services Group Inc. | 5,092 | $450K | 0.0% | -3.2% | 0.007% | |
5/9/2025 | LSV Asset Management | 556,633 | $49.23M | 0.1% | +73.4% | 0.720% | |
5/8/2025 | Alberta Investment Management Corp | 17,300 | $1.53M | 0.0% | +46.6% | 0.022% | |
5/8/2025 | US Bancorp DE | 3,512 | $311K | 0.0% | -8.1% | 0.005% | |
5/8/2025 | Federated Hermes Inc. | 6,770 | $599K | 0.0% | -8.1% | 0.009% | |
5/7/2025 | Mackenzie Financial Corp | 4,392 | $388K | 0.0% | N/A | 0.006% | |
5/7/2025 | Zurcher Kantonalbank Zurich Cantonalbank | 40,301 | $3.57M | 0.0% | -3.1% | 0.052% | |
5/6/2025 | Pacer Advisors Inc. | 4,878 | $431K | 0.0% | -71.7% | 0.006% | |
5/6/2025 | Cetera Investment Advisers | 5,229 | $462K | 0.0% | +3.6% | 0.007% | |
5/6/2025 | Avantax Advisory Services Inc. | 2,532 | $224K | 0.0% | -19.3% | 0.003% | |
5/6/2025 | AE Wealth Management LLC | 3,128 | $277K | 0.0% | N/A | 0.004% | |
5/6/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 41,496 | $3.67M | 0.0% | N/A | 0.054% | |
5/5/2025 | Teachers Retirement System of The State of Kentucky | 58,708 | $5.19M | 0.0% | -4.4% | 0.076% | |
5/2/2025 | Massachusetts Financial Services Co. MA | 793,306 | $70.17M | 0.0% | +13.0% | 1.026% | |
5/2/2025 | Signaturefd LLC | 678 | $60K | 0.0% | +63.4% | 0.001% | |
5/1/2025 | CWM LLC | 1,027 | $91K | 0.0% | +22.1% | 0.001% | |
5/1/2025 | Mutual of America Capital Management LLC | 36,798 | $3.26M | 0.0% | -3.9% | 0.048% | |
5/1/2025 | Arizona State Retirement System | 21,458 | $1.90M | 0.0% | -2.8% | 0.028% | |
5/1/2025 | Fortem Financial Group LLC | 6,909 | $611K | 0.2% | +2.3% | 0.009% | |
5/1/2025 | Xponance Inc. | 4,896 | $433K | 0.0% | -4.4% | 0.006% | |
4/30/2025 | Nisa Investment Advisors LLC | 6,525 | $577K | 0.0% | +51.2% | 0.008% | |
4/30/2025 | Linden Thomas Advisory Services LLC | 9,368 | $829K | 0.1% | +20.3% | 0.012% | |
4/30/2025 | Greenleaf Trust | 6,338 | $561K | 0.0% | +2.8% | 0.008% | |
4/30/2025 | M&T Bank Corp | 2,329 | $206K | 0.0% | N/A | 0.003% | |
4/30/2025 | Lancaster Investment Management | 903,537 | $79.92M | 59.3% | +58.8% | 1.169% | |
4/29/2025 | Envestnet Asset Management Inc. | 28,295 | $2.50M | 0.0% | -9.7% | 0.037% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
It allows them to treat this new asset like actual cash. Yes, Send Me My FREE Retirement Guide |
4/29/2025 | Bank of New York Mellon Corp | 399,059 | $35.30M | 0.0% | -1.8% | 0.516% | |
4/29/2025 | Impax Asset Management Group plc | 84,358 | $7.46M | 0.0% | +11.9% | 0.109% | |
4/28/2025 | Principal Financial Group Inc. | 190,971 | $16.89M | 0.0% | -3.9% | 0.247% | |
4/28/2025 | Oregon Public Employees Retirement Fund | 14,546 | $1.29M | 0.0% | -1.4% | 0.019% | |
4/28/2025 | Teacher Retirement System of Texas | 122,759 | $10.86M | 0.0% | +56.4% | 0.159% | |
4/25/2025 | New York State Teachers Retirement System | 35,810 | $3.17M | 0.0% | -0.5% | 0.046% | |
4/25/2025 | Amalgamated Bank | 28,993 | $2.56M | 0.0% | -6.5% | 0.038% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 5,242 | $464K | 0.0% | -17.3% | 0.007% | |
4/24/2025 | Mirae Asset Global Investments Co. Ltd. | 59,043 | $5.27M | 0.0% | N/A | 0.076% | |
4/23/2025 | Asset Management One Co. Ltd. | 75,591 | $6.69M | 0.0% | +7.3% | 0.098% | |