7/3/2025 | Fiduciary Financial Group LLC | 9,174 | $907K | 0.2% | -7.7% | 0.001% | |
7/2/2025 | Capital Market Strategies LLC | 3,727 | $381K | 0.3% | -17.7% | 0.000% | |
7/2/2025 | HBW Advisory Services LLC | 3,376 | $345K | 0.0% | N/A | 0.000% | |
7/2/2025 | Doliver Advisors LP | 4,260 | $436K | 0.1% | +5.6% | 0.000% | |
7/1/2025 | Park National Corp OH | 378,614 | $38.74M | 1.3% | +8.4% | 0.030% | |
7/1/2025 | Harbor Investment Advisory LLC | 862 | $88K | 0.0% | +669.6% | 0.000% | |
7/1/2025 | Kera Capital Partners Inc. | 67,684 | $6.93M | 1.4% | +4.2% | 0.005% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 40,509 | $3.14M | 0.2% | N/A | 0.003% | |
6/23/2025 | Swedbank AB | 7,081,391 | $548.67M | 0.7% | +4.9% | 0.564% | |
6/18/2025 | Voya Investment Management LLC | 3,086,504 | $239.14M | 0.3% | +102.1% | 0.246% | |
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6/17/2025 | Guinness Asset Management LTD | 4,491 | $348K | 0.0% | -12.0% | 0.000% | |
6/9/2025 | 1248 Management LLC | 10,438 | $809K | 0.3% | -37.7% | 0.001% | |
6/6/2025 | eCIO Inc. | 469 | $36K | 0.0% | N/A | 0.000% | |
6/5/2025 | Cim LLC | 191,915 | $14.87M | 2.2% | +62.0% | 0.015% | |
6/4/2025 | First Hawaiian Bank | 35,697 | $2.77M | 0.1% | N/A | 0.003% | |
6/3/2025 | Inspire Investing LLC | 154,905 | $12.00M | 1.4% | +20.1% | 0.012% | |
5/28/2025 | Silicon Valley Capital Partners | 7,680 | $599K | 0.1% | +7.0% | 0.001% | |
5/28/2025 | Anderson Financial Strategies LLC | 1,600 | $124K | 0.1% | N/A | 0.000% | |
5/28/2025 | Strs Ohio | 869,033 | $67.33M | 0.3% | N/A | 0.069% | |
5/28/2025 | Wealth Management Associates Inc. | 4,200 | $325K | 0.1% | N/A | 0.000% | |
5/27/2025 | Jacobi Capital Management LLC | 5,242 | $406K | 0.0% | +4.8% | 0.000% | |
5/27/2025 | Advisors Capital Management LLC | 4,289 | $332K | 0.0% | +7.5% | 0.000% | |
5/27/2025 | SWS Partners | 20,929 | $1.62M | 0.5% | +2.6% | 0.002% | |
5/21/2025 | Reliant Investment Partners LLC | 4,823 | $374K | 0.4% | +4.1% | 0.000% | |
5/21/2025 | McAdam LLC | 4,478 | $347K | 0.0% | +37.9% | 0.000% | |
5/21/2025 | Acadian Asset Management LLC | 2,224,355 | $172.32M | 0.5% | -24.1% | 0.177% | |
5/21/2025 | Geneos Wealth Management Inc. | 2,098 | $163K | 0.0% | +16.6% | 0.000% | |
5/21/2025 | IFM Investors Pty Ltd | 203,405 | $15.76M | 0.2% | +3.8% | 0.016% | |
5/20/2025 | Fortis Capital Advisors LLC | 17,320 | $1.34M | 0.3% | +300.1% | 0.001% | |
5/20/2025 | Belpointe Asset Management LLC | 22,237 | $1.72M | 0.1% | +315.4% | 0.002% | |
5/20/2025 | Intech Investment Management LLC | 98,660 | $7.64M | 0.1% | -8.9% | 0.008% | |
5/20/2025 | Focus Partners Wealth | 102,158 | $7.92M | 0.0% | +24.5% | 0.008% | |
5/20/2025 | Capital Impact Advisors LLC | 100,520 | $7.79M | 3.0% | N/A | 0.008% | |
5/20/2025 | Flaharty Asset Management LLC | 1,012 | $78K | 0.0% | N/A | 0.000% | |
5/20/2025 | Glenview Trust co | 3,418 | $265K | 0.0% | N/A | 0.000% | |
5/20/2025 | Plato Investment Management Ltd | 33,243 | $2.60M | 0.2% | -16.0% | 0.003% | |
5/19/2025 | SageView Advisory Group LLC | 2,684 | $208K | 0.0% | -23.2% | 0.000% | |
5/19/2025 | Bayforest Capital Ltd | 6,546 | $507K | 0.2% | +180.3% | 0.001% | |
5/19/2025 | Alaethes Wealth LLC | 46,004 | $3.56M | 1.3% | +0.3% | 0.004% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 8,695,366 | $673.72M | 0.2% | +0.6% | 0.692% | |
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5/16/2025 | Zurich Insurance Group Ltd FI | 204,161 | $15.82M | 0.1% | N/A | 0.016% | |
5/16/2025 | American Trust | 11,809 | $915K | 0.2% | -30.7% | 0.001% | |
5/16/2025 | Empowered Funds LLC | 97,201 | $7.53M | 0.1% | +11.9% | 0.008% | |
5/16/2025 | Logan Capital Management Inc. | 161,152 | $12.49M | 0.6% | +0.5% | 0.013% | |
5/16/2025 | MBB Public Markets I LLC | 3,782 | $293K | 0.0% | N/A | 0.000% | |
5/16/2025 | Faithward Advisors LLC | 55,860 | $4.33M | 0.8% | -3.8% | 0.004% | |
5/16/2025 | Ascent Group LLC | 129,994 | $10.07M | 0.4% | +26.0% | 0.010% | |
5/16/2025 | RNC Capital Management LLC | 4,844 | $375K | 0.0% | -9.7% | 0.000% | |
5/16/2025 | Meiji Yasuda Life Insurance Co | 25,676 | $1.99M | 0.0% | -8.5% | 0.002% | |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 54,348 | $4.21M | 0.2% | +1.1% | 0.004% | |
5/16/2025 | Great Lakes Advisors LLC | 3,376 | $262K | 0.0% | -73.2% | 0.000% | |
5/16/2025 | Signature Estate & Investment Advisors LLC | 135,574 | $10.50M | 0.3% | +853.4% | 0.011% | |
5/16/2025 | Sciencast Management LP | 46,063 | $3.57M | 0.8% | +488.6% | 0.004% | |
5/16/2025 | Voleon Capital Management LP | 38,502 | $2.98M | 0.2% | +38.5% | 0.003% | |
5/16/2025 | Fred Alger Management LLC | 146,377 | $11.34M | 0.1% | +248.6% | 0.012% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 35,526 | $2.75M | 0.1% | +8.2% | 0.003% | |
5/16/2025 | Redwood Investments LLC | 6,290 | $487K | 0.2% | -80.2% | 0.001% | |
5/16/2025 | Kestra Investment Management LLC | 24,051 | $1.82M | 0.1% | +58.5% | 0.002% | |
5/16/2025 | Jones Financial Companies Lllp | 40,225 | $3.12M | 0.0% | +33.2% | 0.003% | |
5/16/2025 | Dynamic Technology Lab Private Ltd | 7,002 | $543K | 0.1% | N/A | 0.001% | |
5/16/2025 | Teza Capital Management LLC | 7,533 | $584K | 0.3% | N/A | 0.001% | |
5/16/2025 | UniSuper Management Pty Ltd | 230,225 | $17.84M | 0.1% | +20.5% | 0.018% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 201,825 | $15.64M | 0.1% | +4.9% | 0.016% | |
5/16/2025 | Nearwater Capital Markets Ltd | 200,000 | $15.50M | 0.4% | +100.0% | 0.016% | |
5/16/2025 | NewEdge Advisors LLC | 127,146 | $9.85M | 0.1% | -11.1% | 0.010% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 155,780 | $12.07M | 0.0% | +7.8% | 0.012% | |
5/16/2025 | Integrated Wealth Concepts LLC | 19,429 | $1.51M | 0.0% | -8.3% | 0.002% | |
5/16/2025 | Jacobs Levy Equity Management Inc. | 3,627,057 | $281.02M | 1.1% | +4.8% | 0.289% | |
5/16/2025 | KADENSA CAPITAL Ltd | 158,693 | $12.30M | 1.5% | N/A | 0.013% | |
5/16/2025 | Hancock Whitney Corp | 156,466 | $12.12M | 0.4% | +6.1% | 0.012% | |
5/16/2025 | DnB Asset Management AS | 622,011 | $48.19M | 0.2% | +220.6% | 0.050% | |
5/16/2025 | Edmond DE Rothschild Holding S.A. | 1,148 | $89K | 0.0% | N/A | 0.000% | |
5/16/2025 | EFG Asset Management North America Corp. | 48,116 | $3.73M | 0.6% | -0.6% | 0.004% | |
5/16/2025 | Eventide Asset Management LLC | 30,916 | $2.40M | 0.0% | -81.8% | 0.002% | |
5/16/2025 | Clark Capital Management Group Inc. | 511,201 | $39.61M | 0.3% | -2.9% | 0.041% | |
5/16/2025 | Concorde Asset Management LLC | 6,525 | $496K | 0.3% | +8.0% | 0.001% | |
5/16/2025 | Banque Transatlantique SA | 687,996 | $49.26M | 0.9% | -33.5% | 0.055% | |
5/16/2025 | Alliancebernstein L.P. | 22,959,214 | $1.78B | 0.6% | +9.0% | 1.828% | |
5/16/2025 | AQR Capital Management LLC | 7,719,809 | $584.12M | 0.6% | +153.8% | 0.615% | |
5/16/2025 | Advisors Asset Management Inc. | 97,937 | $7.59M | 0.1% | +18.2% | 0.008% | |
5/16/2025 | AlTi Global Inc. | 7,915 | $613K | 0.0% | -39.5% | 0.001% | |
5/16/2025 | Amundi | 8,582,109 | $611.85M | 0.2% | +35.3% | 0.683% | |
5/16/2025 | Adage Capital Partners GP L.L.C. | 842,800 | $65.30M | 0.1% | -8.0% | 0.067% | |
5/15/2025 | Paragon Private Wealth Management LLC | 4,107 | $318K | 0.1% | +55.7% | 0.000% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 110,689 | $8.58M | 0.0% | -20.6% | 0.009% | |
5/15/2025 | Dark Forest Capital Management LP | 71,018 | $5.50M | 0.2% | N/A | 0.006% | |
5/15/2025 | EP Wealth Advisors LLC | 57,590 | $4.46M | 0.0% | +3.1% | 0.005% | |
5/15/2025 | PDT Partners LLC | 76,810 | $5.95M | 0.4% | +344.0% | 0.006% | |
5/15/2025 | Ashton Thomas Securities LLC | 12,428 | $961K | 0.3% | +1.7% | 0.001% | |
5/15/2025 | GW Henssler & Associates Ltd. | 267,707 | $20.74M | 1.2% | +329.0% | 0.021% | |
Silicon Valley Gold Rush (Ad) A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.”
Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free. Gates and Altman are betting big—see why |
5/15/2025 | Cigna Investments Inc. New | 10,441 | $809K | 0.2% | -2.1% | 0.001% | |
5/15/2025 | 1248 Management LLC | 7,906 | $613K | 0.3% | -52.8% | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 19,095 | $1.48M | 0.0% | +353.8% | 0.002% | |
5/15/2025 | Flputnam Investment Management Co. | 68,609 | $5.32M | 0.1% | -40.3% | 0.005% | |
5/15/2025 | Graham Capital Management L.P. | 28,610 | $2.22M | 0.0% | +14.8% | 0.002% | |
5/15/2025 | Firsthand Capital Management Inc. | 18,000 | $1.40M | 3.4% | +125.0% | 0.001% | |
5/15/2025 | MAI Capital Management | 124,955 | $9.68M | 0.1% | -4.5% | 0.010% | |
5/15/2025 | Quarry LP | 1,569 | $122K | 0.0% | +503.5% | 0.000% | |
5/15/2025 | Saudi Central Bank | 421 | $33K | 0.2% | N/A | 0.000% | |
5/15/2025 | Benchmark Investment Advisors LLC | 37,344 | $2.89M | 1.9% | +62.5% | 0.003% | |