| 8/27/2025 | Squarepoint Ops LLC | 384,435 | $9.55M | 0.0% | -15.7% | 0.219% | |
| 8/26/2025 | Thrivent Financial for Lutherans | 355,018 | $8.82M | 0.0% | -23.3% | 0.202% | |
| 8/25/2025 | Neuberger Berman Group LLC | 16,794 | $417K | 0.0% | +14.1% | 0.010% | |
| 8/19/2025 | Advisory Services Network LLC | 21,550 | $503K | 0.0% | -2.9% | 0.012% | |
| 8/19/2025 | Pitcairn Co. | 10,207 | $253K | 0.0% | -5.1% | 0.006% | |
| 8/18/2025 | Caxton Associates LLP | 12,477 | $310K | 0.0% | N/A | 0.007% | |
| 8/16/2025 | Public Sector Pension Investment Board | 602,756 | $14.97M | 0.1% | +8.5% | 0.343% | |
| 8/16/2025 | Evergreen Capital Management LLC | 9,907 | $246K | 0.0% | -12.0% | 0.006% | |
| 8/15/2025 | CANADA LIFE ASSURANCE Co | 157,333 | $3.91M | 0.0% | +1.5% | 0.089% | |
| 8/15/2025 | Tower Research Capital LLC TRC | 20,096 | $499K | 0.0% | +294.0% | 0.011% | |
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| 8/15/2025 | Corient Private Wealth LLC | 28,331 | $703K | 0.0% | N/A | 0.016% | |
| 8/15/2025 | State of Tennessee Department of Treasury | 66,839 | $1.66M | 0.0% | -5.8% | 0.038% | |
| 8/15/2025 | Tidal Investments LLC | 17,408 | $432K | 0.0% | -12.3% | 0.010% | |
| 8/15/2025 | Sandler Capital Management | 73,641 | $1.83M | 0.5% | +10.9% | 0.042% | |
| 8/15/2025 | Man Group plc | 105,821 | $2.63M | 0.0% | +81.7% | 0.060% | |
| 8/15/2025 | Lazard Asset Management LLC | 58,577 | $1.45M | 0.0% | +1,332.2% | 0.033% | |
| 8/15/2025 | HRT Financial LP | 80,903 | $2.01M | 0.0% | N/A | 0.046% | |
| 8/15/2025 | Energy Income Partners LLC | 1,618,622 | $40.19M | 0.8% | +1.8% | 0.921% | |
| 8/15/2025 | Engineers Gate Manager LP | 176,578 | $4.38M | 0.1% | +238.3% | 0.100% | |
| 8/15/2025 | Cubist Systematic Strategies LLC | 498,418 | $12.38M | 0.1% | +256.6% | 0.283% | |
| 8/15/2025 | Benjamin Edwards Inc. | 16,141 | $401K | 0.0% | -6.0% | 0.009% | |
| 8/15/2025 | BNP Paribas Financial Markets | 51,244 | $1.27M | 0.0% | -44.2% | 0.029% | |
| 8/15/2025 | BTG Pactual Asset Management US LLC | 35,856 | $890K | 0.1% | N/A | 0.020% | |
| 8/15/2025 | Brevan Howard Capital Management LP | 30,491 | $757K | 0.0% | N/A | 0.017% | |
| 8/15/2025 | Balyasny Asset Management L.P. | 645,466 | $16.03M | 0.0% | N/A | 0.367% | |
| 8/15/2025 | Ameriprise Financial Inc. | 483,162 | $12.00M | 0.0% | -52.6% | 0.275% | |
| 8/15/2025 | AQR Capital Management LLC | 138,756 | $3.45M | 0.0% | -21.4% | 0.079% | |
| 8/14/2025 | PDT Partners LLC | 150,337 | $3.73M | 0.2% | +47.3% | 0.086% | |
| 8/14/2025 | Raymond James Financial Inc. | 1,223,139 | $30.37M | 0.0% | -13.6% | 0.696% | |
| 8/14/2025 | Quantinno Capital Management LP | 20,379 | $506K | 0.0% | +45.4% | 0.012% | |
| 8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,869,106 | $46.41M | 0.1% | -18.5% | 1.063% | |
| 8/14/2025 | The Manufacturers Life Insurance Company | 91,886 | $2.28M | 0.0% | -5.1% | 0.052% | |
| 8/14/2025 | Squarepoint Ops LLC | 384,435 | $9.55M | 0.0% | -15.7% | 0.219% | |
| 8/14/2025 | Sei Investments Co. | 5,311,841 | $131.89M | 0.2% | -0.9% | 3.021% | |
| 8/14/2025 | Qube Research & Technologies Ltd | 603,351 | $14.98M | 0.0% | +87.0% | 0.343% | |
| 8/14/2025 | State Street Corp | 6,998,513 | $173.77M | 0.0% | -0.8% | 3.980% | |
| 8/14/2025 | Daiwa Securities Group Inc. | 9,700 | $241K | 0.0% | +19.8% | 0.006% | |
| 8/14/2025 | Cerity Partners LLC | 27,396 | $680K | 0.0% | -1.5% | 0.016% | |
| 8/14/2025 | Federated Hermes Inc. | 747,713 | $18.57M | 0.0% | +12.0% | 0.425% | |
| 8/13/2025 | Jump Financial LLC | 249,364 | $6.19M | 0.1% | +13.7% | 0.142% | |
Capital Gains Tax Strategies for Seniors (Ad) Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure.
SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation. Click here to see the three strategies and get matched with a financial advisor today. |
| 8/13/2025 | Amundi | 31,637 | $782K | 0.0% | -58.7% | 0.018% | |
| 8/13/2025 | First Trust Advisors LP | 279,100 | $6.93M | 0.0% | +24.6% | 0.159% | |
| 8/13/2025 | EverSource Wealth Advisors LLC | 2,699 | $67K | 0.0% | +482.9% | 0.002% | |
| 8/13/2025 | Invesco Ltd. | 9,080,037 | $225.46M | 0.0% | +1.4% | 5.164% | |
| 8/13/2025 | NBW Capital LLC | 209,698 | $5.21M | 1.1% | -2.9% | 0.119% | |
| 8/13/2025 | Quantbot Technologies LP | 66,668 | $1.66M | 0.0% | -68.4% | 0.038% | |
| 8/13/2025 | Fisher Asset Management LLC | 45,618 | $1.13M | 0.0% | -56.8% | 0.026% | |
| 8/13/2025 | Edgestream Partners L.P. | 75,723 | $1.88M | 0.1% | -77.1% | 0.043% | |
| 8/13/2025 | Panagora Asset Management Inc. | 169,092 | $4.20M | 0.0% | N/A | 0.096% | |
| 8/13/2025 | Schroder Investment Management Group | 15,462 | $384K | 0.0% | -34.7% | 0.009% | |
| 8/13/2025 | Neuberger Berman Group LLC | 16,794 | $417K | 0.0% | +14.1% | 0.010% | |
| 8/13/2025 | Norges Bank | 132,723 | $3.30M | 0.0% | N/A | 0.075% | |
| 8/13/2025 | Hsbc Holdings PLC | 121,089 | $3.05M | 0.0% | +55.1% | 0.069% | |
| 8/13/2025 | State Board of Administration of Florida Retirement System | 95,925 | $2.38M | 0.0% | -11.9% | 0.055% | |
| 8/13/2025 | Quadrant Capital Group LLC | 24,398 | $606K | 0.0% | +3.6% | 0.014% | |
| 8/13/2025 | Choreo LLC | 10,030 | $249K | 0.0% | -12.8% | 0.006% | |
| 8/13/2025 | Russell Investments Group Ltd. | 65,023 | $1.62M | 0.0% | -5.2% | 0.037% | |
| 8/12/2025 | Boston Partners | 1,303,855 | $31.81M | 0.0% | -0.5% | 0.742% | |
| 8/12/2025 | XTX Topco Ltd | 69,801 | $1.73M | 0.1% | +461.6% | 0.040% | |
| 8/12/2025 | Summit Global Investments | 43,006 | $1.07M | 0.1% | -11.0% | 0.024% | |
| 8/12/2025 | Prudential Financial Inc. | 182,313 | $4.53M | 0.0% | +6.8% | 0.104% | |
| 8/12/2025 | American Century Companies Inc. | 5,886,085 | $146.15M | 0.1% | +9.2% | 3.348% | |
| 8/12/2025 | Rhumbline Advisers | 501,038 | $12.44M | 0.0% | +3.2% | 0.285% | |
| 8/12/2025 | Franklin Resources Inc. | 1,237,956 | $30.74M | 0.0% | +78.7% | 0.704% | |
| 8/12/2025 | Legal & General Group Plc | 501,071 | $12.44M | 0.0% | +2.9% | 0.285% | |
| 8/12/2025 | JPMorgan Chase & Co. | 374,583 | $9.30M | 0.0% | -41.0% | 0.213% | |
| 8/12/2025 | Magnetar Financial LLC | 34,312 | $852K | 0.0% | N/A | 0.020% | |
| 8/12/2025 | Swiss National Bank | 318,600 | $7.91M | 0.0% | +4.3% | 0.181% | |
| 8/12/2025 | Dynamic Technology Lab Private Ltd | 27,216 | $676K | 0.1% | N/A | 0.015% | |
| 8/11/2025 | Pinnacle Wealth Planning Services Inc. | 14,296 | $355K | 0.0% | +24.1% | 0.008% | |
| 8/11/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 107,397 | $2.67M | 0.0% | -39.1% | 0.061% | |
| 8/8/2025 | Rockefeller Capital Management L.P. | 11,381 | $283K | 0.0% | N/A | 0.006% | |
| 8/8/2025 | Intech Investment Management LLC | 252,427 | $6.27M | 0.1% | -5.4% | 0.143% | |
| 8/8/2025 | Cetera Investment Advisers | 30,357 | $754K | 0.0% | +9.5% | 0.017% | |
| 8/8/2025 | Creative Planning | 64,173 | $1.59M | 0.0% | +12.9% | 0.036% | |
| 8/8/2025 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 45,394 | $1.13M | 0.0% | +8.3% | 0.026% | |
| 8/8/2025 | Police & Firemen s Retirement System of New Jersey | 37,575 | $933K | 0.0% | +5.7% | 0.021% | |
| 8/8/2025 | Geode Capital Management LLC | 4,063,469 | $100.91M | 0.0% | +1.0% | 2.298% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 15,247 | $379K | 0.0% | +3.3% | 0.009% | |
| 8/8/2025 | KBC Group NV | 5,297 | $132K | 0.0% | -34.0% | 0.003% | |
| 8/7/2025 | Boston Partners | 1,303,855 | $31.81M | 0.0% | -0.5% | 0.737% | |
| 8/7/2025 | ProShare Advisors LLC | 37,136 | $922K | 0.0% | -5.9% | 0.021% | |
| 8/7/2025 | Profund Advisors LLC | 23,489 | $583K | 0.0% | +3.6% | 0.013% | |
| 8/7/2025 | King Luther Capital Management Corp | 198,008 | $4.92M | 0.0% | +0.8% | 0.112% | |
| 8/7/2025 | Campbell & CO Investment Adviser LLC | 91,643 | $2.28M | 0.1% | +515.9% | 0.052% | |
| 8/7/2025 | Connor Clark & Lunn Investment Management Ltd. | 60,190 | $1.50M | 0.0% | N/A | 0.034% | |
| 8/7/2025 | Los Angeles Capital Management LLC | 60,214 | $1.50M | 0.0% | -7.3% | 0.034% | |
| 8/6/2025 | Summit Investment Advisors Inc. | 16,883 | $443K | 0.4% | -3.3% | 0.010% | |
| 8/6/2025 | Vestmark Advisory Solutions Inc. | 9,209 | $229K | 0.0% | N/A | 0.005% | |
| 8/6/2025 | Kayne Anderson Capital Advisors LP | 561,352 | $13.94M | 0.3% | -65.9% | 0.319% | |
Capital Gains Tax Strategies for Seniors (Ad) Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure.
SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation. Click here to see the three strategies and get matched with a financial advisor today. |
| 8/6/2025 | EFG Asset Management North America Corp. | 56,860 | $1.41M | 0.2% | N/A | 0.032% | |
| 8/6/2025 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,358 | $59K | 0.0% | N/A | 0.001% | |
| 8/5/2025 | Crestwood Advisors Group LLC | 19,822 | $492K | 0.0% | -7.3% | 0.011% | |
| 8/5/2025 | Bank of New York Mellon Corp | 2,058,502 | $51.11M | 0.0% | +1.0% | 1.164% | |
| 8/5/2025 | Bank of Montreal Can | 69,977 | $1.74M | 0.0% | +0.9% | 0.040% | |
| 8/5/2025 | Burney Co. | 27,427 | $681K | 0.0% | N/A | 0.016% | |
| 8/5/2025 | Versor Investments LP | 12,968 | $322K | 0.1% | -6.7% | 0.007% | |
| 8/4/2025 | Moody Aldrich Partners LLC | 184,645 | $4.59M | 0.9% | -1.5% | 0.104% | |
| 8/4/2025 | Atria Investments Inc | 35,177 | $873K | 0.0% | -2.2% | 0.020% | |
| 8/1/2025 | Motco | 2,450 | $57K | 0.0% | N/A | 0.001% | |
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