| 8/15/2026 | Jupiter Topco LLC | 94,084 | $14.59M | 0.0% | N/A | 0.313% | |
| 8/14/2026 | Hsbc Holdings PLC | 10,061 | $1.56M | 0.0% | N/A | 0.033% | |
| 8/14/2026 | PDT Partners LLC | 10,300 | $1.60M | 0.1% | N/A | 0.034% | |
| 8/14/2026 | Legal & General Group Plc | 67,144 | $10.41M | 0.0% | N/A | 0.223% | |
| 8/14/2026 | The Manufacturers Life Insurance Company | 14,096 | $2.19M | 0.0% | N/A | 0.047% | |
| 8/14/2026 | Algert Global LLC | 88,540 | $13.73M | 0.2% | +142.5% | 0.295% | |
| 8/13/2026 | OMERS ADMINISTRATION Corp | 3,905 | $605K | 0.0% | N/A | 0.013% | |
| 8/12/2026 | Orchard Capital Management LLC | 3,902 | $605K | 0.6% | N/A | 0.013% | |
| 8/12/2026 | De Lisle Partners LLP | 33,201 | $5.15M | 0.6% | N/A | 0.110% | |
| 8/12/2026 | Emerald Investment Advisers LLC | 38,273 | $5.93M | 0.4% | N/A | 0.127% | |
A Dark Day Is Coming to America (Ad) Keith Kaplan, CEO of TradeSmith, has spent more than $17 million studying AI since 2022. He says a major shift in the AI market is approaching, and time is short to prepare.
Kaplan points to August 31st as a key turning point for AI investing. He argues the next phase will separate winners from losers, and reveals what he's watching instead of big names like Nvidia. See Keith Kaplan's full AI market briefing before August 31st |
| 8/11/2026 | Allworth Financial LP | 387 | $60K | 0.0% | N/A | 0.001% | |
| 8/11/2026 | Kilter Group LLC | 213 | $33K | 0.0% | N/A | 0.001% | |
| 8/11/2026 | Abacus FCF Advisors LLC | 35,042 | $5.43M | 1.0% | N/A | 0.117% | |
| 8/7/2026 | BlackRock Inc. | 4,642,862 | $719.88M | 0.0% | N/A | 15.450% | |
| 8/7/2026 | Deutsche Bank AG | 32,989 | $5.12M | 0.0% | N/A | 0.110% | |
| 8/7/2026 | Crown Advisors Management Inc. | 20,000 | $3.10M | 1.7% | N/A | 0.067% | |
| 8/7/2026 | Diamond Hill Capital Management LLC Investment Advisor | 22,445 | $3.48M | 0.0% | N/A | 0.075% | |
| 8/6/2026 | Bank of New York Mellon Corp | 231,010 | $35.82M | 0.0% | N/A | 0.769% | |
| 8/6/2026 | State of Wyoming | 7,535 | $1.17M | 0.1% | N/A | 0.025% | |
| 7/10/2026 | Wedge Capital Management L L P NC | 17,785 | $2.76M | 0.0% | -4.4% | 0.059% | |
| 7/9/2026 | Contravisory Investment Management Inc. | 2,723 | $422K | 0.1% | +3.7% | 0.009% | |
| 7/9/2026 | Oliver Luxxe Assets LLC | 9,702 | $1.50M | 0.2% | -46.5% | 0.032% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 430 | $67K | 0.0% | N/A | 0.001% | |
| 7/7/2026 | Moody National Bank Trust Division | 11,924 | $1.85M | 0.2% | -16.3% | 0.040% | |
| 7/6/2026 | Private Client Services LLC | 2,652 | $411K | 0.1% | -67.3% | 0.009% | |
| 6/18/2026 | Pacer Advisors Inc. | 137,968 | $17.26M | 0.0% | -7.8% | 0.460% | |
| 5/26/2026 | Glenmede Trust Co. NA | 3,000 | $375K | 0.0% | -18.7% | 0.010% | |
| 5/22/2026 | Segall Bryant & Hamill LLC | 381,362 | $47.72M | 0.6% | -15.0% | 1.276% | |
| 5/19/2026 | Bank of America Corp DE | 285,860 | $35.77M | 0.0% | -11.5% | 0.957% | |
| 5/19/2026 | Janus Henderson Group PLC | 88,273 | $11.05M | 0.0% | +162.1% | 0.295% | |
| 5/19/2026 | Smith Group Asset Management LLC | 29,221 | $3.66M | 0.2% | +11.1% | 0.098% | |
| 5/18/2026 | Amundi | 10,547 | $1.32M | 0.0% | +61.1% | 0.035% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,961 | $245K | 0.0% | +14.7% | 0.007% | |
| 5/18/2026 | California State Teachers Retirement System | 32,149 | $4.02M | 0.0% | +19.1% | 0.108% | |
| 5/18/2026 | Royal Bank of Canada | 27,508 | $3.44M | 0.0% | -16.1% | 0.092% | |
| 5/16/2026 | Quantinno Capital Management LP | 7,030 | $880K | 0.0% | +7.3% | 0.024% | |
| 5/16/2026 | Lazard Asset Management LLC | 29,083 | $3.64M | 0.0% | +958.7% | 0.097% | |
| 5/15/2026 | OMERS ADMINISTRATION Corp | 3,605 | $451K | 0.0% | +9.1% | 0.012% | |
| 5/15/2026 | Van Den Berg Management I Inc. | 2,351 | $294K | 0.1% | -56.6% | 0.008% | |
| 5/14/2026 | Gabelli Funds LLC | 167,238 | $20.93M | 0.1% | -18.4% | 0.560% | |
A Dark Day Is Coming to America (Ad) Keith Kaplan, CEO of TradeSmith, has spent more than $17 million studying AI since 2022. He says a major shift in the AI market is approaching, and time is short to prepare.
Kaplan points to August 31st as a key turning point for AI investing. He argues the next phase will separate winners from losers, and reveals what he's watching instead of big names like Nvidia. See Keith Kaplan's full AI market briefing before August 31st |
| 5/14/2026 | Gamco Investors INC. ET AL | 363,371 | $45.47M | 0.4% | -27.3% | 1.216% | |
| 5/14/2026 | Inceptionr LLC | 2,008 | $251K | 0.1% | N/A | 0.007% | |
| 5/14/2026 | Sei Investments Co. | 102,027 | $12.77M | 0.0% | +50.5% | 0.341% | |
| 5/14/2026 | Lido Advisors LLC | 3,438 | $430K | 0.0% | +30.6% | 0.012% | |
| 5/14/2026 | State of Wyoming | 6,685 | $836K | 0.1% | -10.4% | 0.022% | |
| 5/13/2026 | First Trust Advisors LP | 65,002 | $8.13M | 0.0% | +28.7% | 0.218% | |
| 5/8/2026 | Convergence Investment Partners LLC | 16,176 | $2.02M | 0.3% | +18.8% | 0.054% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 1,064,757 | $133.23M | 0.0% | -9.9% | 3.563% | |
| 5/7/2026 | SEB Asset Management AB | 362,003 | $45.30M | 0.2% | N/A | 1.212% | |
| 5/7/2026 | Swiss National Bank | 56,100 | $7.02M | 0.0% | -0.5% | 0.188% | |
| 5/6/2026 | Jennison Associates LLC | 8,369 | $1.05M | 0.0% | -2.2% | 0.028% | |
| 5/6/2026 | Copeland Capital Management LLC | 458,144 | $57.33M | 1.3% | -1.7% | 1.533% | |
| 5/6/2026 | Assetmark Inc. | 39,003 | $4.88M | 0.0% | +8,397.4% | 0.131% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 196,964 | $24.87M | 0.0% | -15.3% | 0.659% | |
| 5/5/2026 | Bank of New York Mellon Corp | 221,887 | $27.77M | 0.0% | -1.9% | 0.743% | |
| 5/5/2026 | Illinois Municipal Retirement Fund | 16,510 | $2.07M | 0.0% | +4.9% | 0.055% | |
| 5/4/2026 | Principal Financial Group Inc. | 167,293 | $20.93M | 0.0% | -2.6% | 0.560% | |
| 5/4/2026 | Teachers Retirement System of The State of Kentucky | 20,582 | $2.58M | 0.0% | -2.1% | 0.069% | |
| 5/1/2026 | Fifth Third Bancorp | 13,021 | $1.63M | 0.0% | +3,308.6% | 0.044% | |
| 4/30/2026 | Hsbc Holdings PLC | 9,478 | $1.19M | 0.0% | +3.2% | 0.032% | |
| 4/30/2026 | Granite Investment Partners LLC | 31,508 | $3.94M | 0.2% | -16.5% | 0.105% | |
| 4/30/2026 | Personal CFO Solutions LLC | 1,674 | $209K | 0.0% | N/A | 0.006% | |
| 4/28/2026 | Hodges Capital Management Inc. | 14,400 | $1.80M | 0.1% | -37.2% | 0.048% | |
| 4/28/2026 | QRG Capital Management Inc. | 3,600 | $450K | 0.0% | +41.1% | 0.012% | |
| 4/27/2026 | Moran Wealth Management LLC | 8,426 | $1.05M | 0.0% | N/A | 0.028% | |
| 4/27/2026 | New York State Teachers Retirement System | 25,495 | $3.19M | 0.0% | -3.7% | 0.085% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 4,510 | $564K | 0.0% | N/A | 0.015% | |
| 4/25/2026 | Strs Ohio | 9,400 | $1.18M | 0.0% | +19.0% | 0.031% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 14,675 | $1.84M | 0.0% | +2.9% | 0.049% | |
| 4/22/2026 | Pictet Asset Management Holding SA | 4,480 | $561K | 0.0% | +11.3% | 0.015% | |
| 4/22/2026 | Sterling Capital Management LLC | 7,584 | $949K | 0.0% | -42.8% | 0.025% | |
| 4/21/2026 | Louisiana State Employees Retirement System | 13,200 | $1.65M | 0.0% | N/A | 0.044% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 4,196 | $525K | 0.0% | +11.0% | 0.014% | |
| 4/20/2026 | Ritholtz Wealth Management | 23,507 | $2.94M | 0.1% | +130.9% | 0.079% | |
| 4/20/2026 | Delphi Management Inc. MA | 9,918 | $1.24M | 1.5% | -27.9% | 0.033% | |
| 4/20/2026 | Banque Cantonale Vaudoise | 1,609 | $201K | 0.0% | N/A | 0.005% | |
| 4/16/2026 | SG Americas Securities LLC | 16,561 | $2.07M | 0.0% | +78.6% | 0.055% | |
| 4/16/2026 | Balboa Wealth Partners | 2,223 | $278K | 0.0% | N/A | 0.007% | |
| 4/16/2026 | ARS Investment Partners LLC | 3,108 | $389K | 0.0% | -9.7% | 0.010% | |
| 4/15/2026 | Pullen Investment Management LLC | 23,284 | $2.91M | 1.5% | +1.7% | 0.078% | |
| 3/20/2026 | Hsbc Holdings PLC | 9,184 | $994K | 0.0% | +214.6% | 0.031% | |
| 3/9/2026 | Corient Private Wealth LLC | 4,849 | $523K | 0.0% | +14.0% | 0.016% | |
| 2/24/2026 | Pacer Advisors Inc. | 149,625 | $16.04M | 0.0% | -0.2% | 0.501% | |
| 2/19/2026 | T. Rowe Price Investment Management Inc. | 1,783,663 | $191.17M | 0.1% | +0.9% | 5.973% | |
| 2/19/2026 | Invesco Ltd. | 308,991 | $33.12M | 0.0% | +11.6% | 1.035% | |
| 2/19/2026 | Corient Private Wealth LLC | 4,849 | $523K | 0.0% | +14.0% | 0.016% | |
| 2/18/2026 | Widmann Financial Services Inc. | 2,868 | $307K | 0.2% | N/A | 0.010% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 3,161 | $339K | 0.0% | -12.8% | 0.011% | |
| 2/18/2026 | State of Tennessee Department of Treasury | 15,092 | $1.62M | 0.0% | -8.6% | 0.051% | |
| 2/18/2026 | Empowered Funds LLC | 4,293 | $460K | 0.0% | +30.9% | 0.014% | |
A Dark Day Is Coming to America (Ad) Keith Kaplan, CEO of TradeSmith, has spent more than $17 million studying AI since 2022. He says a major shift in the AI market is approaching, and time is short to prepare.
Kaplan points to August 31st as a key turning point for AI investing. He argues the next phase will separate winners from losers, and reveals what he's watching instead of big names like Nvidia. See Keith Kaplan's full AI market briefing before August 31st |
| 2/18/2026 | Zacks Investment Management | 4,474 | $479K | 0.0% | -4.9% | 0.015% | |
| 2/18/2026 | Uniplan Investment Counsel Inc. | 51,285 | $5.50M | 1.5% | +7.3% | 0.172% | |
| 2/18/2026 | Wellington Management Group LLP | 549,291 | $58.87M | 0.0% | +93.2% | 1.840% | |
| 2/18/2026 | Tudor Investment Corp ET AL | 129,143 | $13.84M | 0.0% | -29.4% | 0.433% | |
| 2/18/2026 | Millennium Management LLC | 46,330 | $4.97M | 0.0% | +41.2% | 0.155% | |
| 2/18/2026 | Janus Henderson Group PLC | 33,683 | $3.61M | 0.0% | -62.6% | 0.113% | |
| 2/18/2026 | Gotham Asset Management LLC | 3,547 | $380K | 0.0% | -69.0% | 0.012% | |
| 2/18/2026 | Balyasny Asset Management L.P. | 25,425 | $2.73M | 0.0% | N/A | 0.085% | |
| 2/17/2026 | Guggenheim Capital LLC | 8,952 | $959K | 0.0% | +201.9% | 0.030% | |
| 2/17/2026 | AQR Capital Management LLC | 26,134 | $2.80M | 0.0% | +118.0% | 0.088% | |