8/19/2025 | State of Wyoming | 1,074 | $168K | 0.0% | N/A | 0.002% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 63,058 | $9.87M | 0.0% | -5.7% | 0.096% | |
8/15/2025 | Tower Research Capital LLC TRC | 1,627 | $255K | 0.0% | -39.0% | 0.002% | |
8/15/2025 | Corient Private Wealth LLC | 79,181 | $12.39M | 0.0% | -0.5% | 0.120% | |
8/15/2025 | State of Tennessee Department of Treasury | 29,822 | $4.67M | 0.0% | -4.2% | 0.045% | |
8/15/2025 | Captrust Financial Advisors | 5,366 | $839K | 0.0% | +11.5% | 0.008% | |
8/15/2025 | Vident Advisory LLC | 2,304 | $360K | 0.0% | +5.1% | 0.003% | |
8/15/2025 | Tidal Investments LLC | 13,670 | $2.14M | 0.0% | -32.3% | 0.021% | |
8/15/2025 | Smartleaf Asset Management LLC | 809 | $126K | 0.0% | -13.8% | 0.001% | |
8/15/2025 | Sone Capital Management LLC | 102,429 | $16.02M | 1.5% | +90.2% | 0.155% | |
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8/15/2025 | Scopus Asset Management L.P. | 162,470 | $25.42M | 0.4% | +4.8% | 0.247% | |
8/15/2025 | Oxford Asset Management LLP | 3,022 | $473K | 0.2% | N/A | 0.005% | |
8/15/2025 | Orion Porfolio Solutions LLC | 19,358 | $3.03M | 0.0% | -0.9% | 0.029% | |
8/15/2025 | Palisade Capital Management LP | 28,073 | $4.39M | 0.1% | +6.2% | 0.043% | |
8/15/2025 | Man Group plc | 67,277 | $10.52M | 0.0% | -11.4% | 0.102% | |
8/15/2025 | Meiji Yasuda Asset Management Co Ltd. | 19,407 | $3.04M | 0.2% | -2.5% | 0.029% | |
8/15/2025 | Lazard Asset Management LLC | 78,690 | $12.31M | 0.0% | +3,560.0% | 0.119% | |
8/15/2025 | London Co. of Virginia | 1,021,281 | $159.76M | 0.9% | -3.9% | 1.550% | |
8/15/2025 | Hilton Capital Management LLC | 11,293 | $1.77M | 0.1% | +10.3% | 0.017% | |
8/15/2025 | Holocene Advisors LP | 12,510 | $1.96M | 0.0% | +410.2% | 0.019% | |
8/15/2025 | Engineers Gate Manager LP | 1,400 | $219K | 0.0% | -16.9% | 0.002% | |
8/15/2025 | Curi Capital LLC | 115,819 | $18.12M | 0.3% | -6.8% | 0.176% | |
8/15/2025 | BNP Paribas Financial Markets | 10,194 | $1.60M | 0.0% | -26.0% | 0.015% | |
8/15/2025 | Brevan Howard Capital Management LP | 18,968 | $2.97M | 0.0% | N/A | 0.029% | |
8/15/2025 | Bank of America Corp DE | 460,322 | $72.01M | 0.0% | +3.5% | 0.699% | |
8/15/2025 | Ameriprise Financial Inc. | 327,607 | $51.25M | 0.0% | +183.8% | 0.497% | |
8/15/2025 | AQR Capital Management LLC | 405,066 | $62.77M | 0.1% | +136.0% | 0.615% | |
8/14/2025 | Raymond James Financial Inc. | 74,318 | $11.63M | 0.0% | -32.3% | 0.113% | |
8/14/2025 | Worldquant Millennium Advisors LLC | 17,521 | $2.74M | 0.0% | N/A | 0.027% | |
8/14/2025 | Occudo Quantitative Strategies LP | 15,054 | $2.36M | 0.3% | N/A | 0.023% | |
8/14/2025 | Quantinno Capital Management LP | 62,933 | $9.85M | 0.0% | +39.2% | 0.096% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,089 | $483K | 0.0% | +28.8% | 0.005% | |
8/14/2025 | Alliancebernstein L.P. | 90,165 | $14.11M | 0.0% | +3.8% | 0.137% | |
8/14/2025 | ICW Investment Advisors LLC | 8,689 | $1.36M | 0.5% | +4.2% | 0.013% | |
8/14/2025 | Treasurer of the State of North Carolina | 30,559 | $4.78M | 0.0% | +1.2% | 0.046% | |
8/14/2025 | The Manufacturers Life Insurance Company | 51,624 | $8.08M | 0.0% | -5.9% | 0.078% | |
8/14/2025 | Squarepoint Ops LLC | 42,596 | $6.66M | 0.0% | +356.3% | 0.065% | |
8/14/2025 | Sei Investments Co. | 124,271 | $19.44M | 0.0% | +20.4% | 0.189% | |
8/14/2025 | Nebula Research & Development LLC | 7,909 | $1.24M | 0.1% | +191.3% | 0.012% | |
8/14/2025 | Qube Research & Technologies Ltd | 309,053 | $48.35M | 0.0% | +41.2% | 0.469% | |
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8/14/2025 | State Street Corp | 2,868,365 | $448.70M | 0.0% | +1.5% | 4.354% | |
8/14/2025 | WINTON GROUP Ltd | 2,382 | $373K | 0.0% | N/A | 0.004% | |
8/14/2025 | Natixis | 9,097 | $1.42M | 0.0% | N/A | 0.014% | |
8/14/2025 | California Public Employees Retirement System | 116,951 | $18.30M | 0.0% | +2.5% | 0.178% | |
8/14/2025 | Cary Street Partners Financial LLC | 1,925 | $301K | 0.0% | N/A | 0.003% | |
8/14/2025 | Cerity Partners LLC | 40,149 | $6.28M | 0.0% | +97.4% | 0.061% | |
8/14/2025 | Federated Hermes Inc. | 608,290 | $95.16M | 0.2% | -19.6% | 0.923% | |
8/13/2025 | Jump Financial LLC | 1,322 | $207K | 0.0% | -71.2% | 0.002% | |
8/13/2025 | Rockport Wealth LLC | 2,436 | $381K | 0.1% | N/A | 0.004% | |
8/13/2025 | Cresset Asset Management LLC | 4,051 | $634K | 0.0% | +43.8% | 0.006% | |
8/13/2025 | Baird Financial Group Inc. | 41,020 | $6.42M | 0.0% | +103.1% | 0.062% | |
8/13/2025 | First Trust Advisors LP | 117,078 | $18.32M | 0.0% | +20.9% | 0.178% | |
8/13/2025 | EverSource Wealth Advisors LLC | 565 | $88K | 0.0% | +534.8% | 0.001% | |
8/13/2025 | Invesco Ltd. | 189,412 | $29.63M | 0.0% | -10.7% | 0.288% | |
8/13/2025 | CW Advisors LLC | 59,118 | $9.25M | 0.1% | -21.1% | 0.090% | |
8/13/2025 | McCollum Christoferson Group LLC | 11,020 | $1.72M | 0.5% | -3.5% | 0.017% | |
8/13/2025 | Arrowstreet Capital Limited Partnership | 10,431 | $1.63M | 0.0% | -69.7% | 0.016% | |
8/13/2025 | M&T Bank Corp | 4,766 | $745K | 0.0% | +2.6% | 0.007% | |
8/13/2025 | Boston Family Office LLC | 163,138 | $25.52M | 1.7% | -2.0% | 0.248% | |
8/13/2025 | Fisher Asset Management LLC | 31,362 | $4.91M | 0.0% | -1.2% | 0.048% | |
8/13/2025 | Edgestream Partners L.P. | 21,754 | $3.40M | 0.1% | N/A | 0.033% | |
8/13/2025 | Panagora Asset Management Inc. | 262,931 | $41.13M | 0.2% | -8.4% | 0.399% | |
8/13/2025 | Sepio Capital LP | 7,486 | $1.17M | 0.1% | -22.2% | 0.011% | |
8/13/2025 | Lido Advisors LLC | 60,694 | $9.50M | 0.0% | +1,086.1% | 0.092% | |
8/13/2025 | New York State Common Retirement Fund | 57,100 | $8.93M | 0.0% | -0.8% | 0.087% | |
8/13/2025 | Schroder Investment Management Group | 440,773 | $68.95M | 0.1% | +40.2% | 0.669% | |
8/13/2025 | Mackenzie Financial Corp | 57,280 | $8.96M | 0.0% | -22.7% | 0.087% | |
8/13/2025 | Norges Bank | 755,492 | $118.18M | 0.0% | N/A | 1.147% | |
8/13/2025 | Hsbc Holdings PLC | 2,759 | $432K | 0.0% | -26.3% | 0.004% | |
8/13/2025 | Capital Fund Management S.A. | 10,127 | $1.58M | 0.0% | -23.5% | 0.015% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 747 | $117K | 0.0% | +135.6% | 0.001% | |
8/13/2025 | Grantham Mayo Van Otterloo & Co. LLC | 387,318 | $60.59M | 0.2% | +13.0% | 0.588% | |
8/13/2025 | State Board of Administration of Florida Retirement System | 73,006 | $11.42M | 0.0% | -5.4% | 0.111% | |
8/13/2025 | Elevation Point Wealth Partners LLC | 2,052 | $321K | 0.0% | -52.2% | 0.003% | |
8/13/2025 | Quadrant Capital Group LLC | 5,633 | $881K | 0.0% | +48.0% | 0.009% | |
8/13/2025 | Russell Investments Group Ltd. | 18,126 | $2.84M | 0.0% | -17.1% | 0.028% | |
8/12/2025 | Elo Mutual Pension Insurance Co | 11,099 | $1.74M | 0.0% | +2.0% | 0.017% | |
8/12/2025 | Cornerstone Capital Inc. | 99,237 | $15.52M | 1.6% | -4.4% | 0.151% | |
8/12/2025 | XTX Topco Ltd | 9,240 | $1.45M | 0.1% | +36.8% | 0.014% | |
8/12/2025 | Aviso Financial Inc. | 17,755 | $2.78M | 0.1% | +24.6% | 0.027% | |
8/12/2025 | Ameritas Investment Partners Inc. | 21,685 | $3.39M | 0.1% | -1.0% | 0.033% | |
8/12/2025 | Prudential Financial Inc. | 6,949 | $1.14M | 0.0% | -25.4% | 0.011% | |
8/12/2025 | American Century Companies Inc. | 54,038 | $8.45M | 0.0% | -81.0% | 0.082% | |
8/12/2025 | Segall Bryant & Hamill LLC | 174,308 | $27.27M | 0.4% | +28.8% | 0.265% | |
8/12/2025 | Bahl & Gaynor Inc. | 55,553 | $8.69M | 0.0% | +7.8% | 0.084% | |
8/12/2025 | Rhumbline Advisers | 204,394 | $31.97M | 0.0% | -0.5% | 0.310% | |
8/12/2025 | AXQ Capital LP | 1,667 | $261K | 0.1% | N/A | 0.003% | |
8/12/2025 | Journey Strategic Wealth LLC | 1,398 | $219K | 0.0% | N/A | 0.002% | |
8/12/2025 | Franklin Resources Inc. | 25,445 | $3.98M | 0.0% | +9.5% | 0.039% | |
8/12/2025 | Legal & General Group Plc | 142,813 | $22.34M | 0.0% | +2.3% | 0.217% | |
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad) On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers.
But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies.
American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained. Click here to download the guide and protect your assets before Sept 15th. |
8/12/2025 | MAI Capital Management | 23,846 | $3.73M | 0.0% | -2.4% | 0.036% | |
8/12/2025 | Seeds Investor LLC | 1,491 | $233K | 0.1% | -22.9% | 0.002% | |
8/12/2025 | JPMorgan Chase & Co. | 533,149 | $83.40M | 0.0% | -4.8% | 0.809% | |
8/12/2025 | Swiss National Bank | 126,000 | $19.71M | 0.0% | -2.3% | 0.191% | |
8/12/2025 | Handelsbanken Fonder AB | 683,830 | $106.97M | 0.4% | -2.8% | 1.038% | |
8/12/2025 | Ensign Peak Advisors Inc | 29,160 | $4.56M | 0.0% | -24.9% | 0.044% | |
8/11/2025 | TD Waterhouse Canada Inc. | 19,689 | $3.13M | 0.0% | +6.9% | 0.030% | |
8/11/2025 | Portside Wealth Group LLC | 1,963 | $307K | 0.0% | +8.3% | 0.003% | |
8/11/2025 | Inspire Advisors LLC | 5,521 | $864K | 0.1% | N/A | 0.008% | |
8/11/2025 | Vanguard Group Inc. | 7,079,648 | $1.11B | 0.0% | -1.1% | 10.746% | |