5/20/2025 | Anchor Investment Management LLC | 21,164 | $724K | 0.1% | +3.4% | 0.004% | |
5/16/2025 | RNC Capital Management LLC | 136,048 | $4.66M | 0.2% | +74.0% | 0.027% | |
5/16/2025 | Sciencast Management LP | 10,413 | $356K | 0.1% | N/A | 0.002% | |
5/16/2025 | Amundi | 1,444,705 | $45.29M | 0.0% | +9.5% | 0.282% | |
5/15/2025 | Baird Financial Group Inc. | 50,832 | $1.74M | 0.0% | -34.6% | 0.010% | |
5/14/2025 | Gamco Investors INC. ET AL | 188,673 | $6.46M | 0.1% | +19.4% | 0.037% | |
5/14/2025 | Gabelli Funds LLC | 476,700 | $16.32M | 0.1% | +44.8% | 0.093% | |
5/14/2025 | Caisse DE Depot ET Placement DU Quebec | 156,254 | $5.35M | 0.0% | N/A | 0.030% | |
5/14/2025 | Corebridge Financial Inc. | 117,305 | $4.02M | 0.0% | -3.0% | 0.023% | |
5/14/2025 | MetLife Investment Management LLC | 132,586 | $4.54M | 0.0% | -1.9% | 0.026% | |
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5/14/2025 | Dodge & Cox | 51,458,925 | $1.76B | 1.0% | +2.1% | 10.028% | |
5/14/2025 | Jump Financial LLC | 22,888 | $783K | 0.0% | -83.5% | 0.004% | |
5/14/2025 | SVB Wealth LLC | 4,030 | $138K | 0.0% | N/A | 0.001% | |
5/14/2025 | Allstate Corp | 17,041 | $583K | 0.0% | +10.5% | 0.003% | |
5/14/2025 | Ameriprise Financial Inc. | 7,540,942 | $258.14M | 0.1% | +1.1% | 1.469% | |
5/14/2025 | Stoneridge Investment Partners LLC | 27,583 | $944K | 0.8% | -65.5% | 0.005% | |
5/14/2025 | Dorsey & Whitney Trust CO LLC | 10,176 | $348K | 0.0% | -4.7% | 0.002% | |
5/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 96,399 | $3.30M | 0.0% | -7.7% | 0.019% | |
5/14/2025 | BI Asset Management Fondsmaeglerselskab A S | 20,063 | $687K | 0.0% | +41.7% | 0.004% | |
5/13/2025 | Horizon Investments LLC | 7,438 | $255K | 0.0% | +5.0% | 0.001% | |
5/13/2025 | E Fund Management Co. Ltd. | 9,871 | $338K | 0.0% | -15.2% | 0.002% | |
5/13/2025 | Gulf International Bank UK Ltd | 30,369 | $1.04M | 0.0% | -23.1% | 0.006% | |
5/13/2025 | Russell Investments Group Ltd. | 1,676,024 | $57.37M | 0.1% | -4.0% | 0.327% | |
5/12/2025 | Covestor Ltd | 5,414 | $185K | 0.1% | -9.1% | 0.001% | |
5/12/2025 | Zions Bancorporation National Association UT | 799 | $27K | 0.0% | N/A | 0.000% | |
5/12/2025 | Everett Harris & Co. CA | 526,385 | $18.02M | 0.2% | -0.9% | 0.103% | |
5/12/2025 | Forsta AP Fonden | 85,800 | $2.94M | 0.0% | -68.7% | 0.017% | |
5/9/2025 | Nicholas Hoffman & Company LLC. | 31,739 | $1.09M | 0.0% | +2.0% | 0.006% | |
5/9/2025 | Raiffeisen Bank International AG | 95,668 | $3.23M | 0.1% | +24.9% | 0.019% | |
5/9/2025 | Argent Trust Co | 5,876 | $201K | 0.0% | N/A | 0.001% | |
5/9/2025 | OVERSEA CHINESE BANKING Corp Ltd | 7,191 | $246K | 0.0% | N/A | 0.001% | |
5/9/2025 | LSV Asset Management | 5,093,800 | $174.36M | 0.4% | -7.1% | 0.993% | |
5/8/2025 | TIAA Trust National Association | 13,671 | $468K | 0.0% | -6.9% | 0.003% | |
5/8/2025 | Arkadios Wealth Advisors | 17,245 | $590K | 0.0% | N/A | 0.003% | |
5/6/2025 | Pacer Advisors Inc. | 26,057 | $892K | 0.0% | -36.4% | 0.005% | |
5/6/2025 | Sound Shore Management Inc. CT | 2,825,902 | $96.73M | 3.4% | +13.7% | 0.551% | |
5/6/2025 | KLP Kapitalforvaltning AS | 179,976 | $6.19M | 0.0% | +3.3% | 0.035% | |
5/5/2025 | Teachers Retirement System of The State of Kentucky | 39,470 | $1.35M | 0.0% | +4.8% | 0.008% | |
5/5/2025 | Archer Investment Corp | 2,935 | $100K | 0.0% | +20.5% | 0.001% | |
5/2/2025 | Commerzbank Aktiengesellschaft FI | 6,041 | $207K | 0.0% | N/A | 0.001% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
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5/2/2025 | Cooke & Bieler LP | 1,579,950 | $54.08M | 0.5% | -2.0% | 0.308% | |
5/2/2025 | Cullen Frost Bankers Inc. | 94,027 | $3.22M | 0.0% | +51.1% | 0.018% | |
5/2/2025 | Cornercap Investment Counsel Inc. | 39,179 | $1.34M | 0.7% | -1.6% | 0.008% | |
5/2/2025 | OVERSEA CHINESE BANKING Corp Ltd | 246,148 | $8.43M | 0.0% | N/A | 0.048% | |
5/2/2025 | Cohen Capital Management Inc. | 6,000 | $205K | 0.0% | N/A | 0.001% | |
5/1/2025 | Schechter Investment Advisors LLC | 6,587 | $225K | 0.0% | N/A | 0.001% | |
5/1/2025 | New York State Common Retirement Fund | 623,403 | $21.34M | 0.0% | +30.9% | 0.122% | |
4/30/2025 | Nisa Investment Advisors LLC | 99,880 | $3.44M | 0.0% | +1.9% | 0.019% | |
4/30/2025 | New Mexico Educational Retirement Board | 23,861 | $817K | 0.0% | -2.1% | 0.005% | |
4/30/2025 | Court Place Advisors LLC | 7,643 | $262K | 0.1% | -12.1% | 0.001% | |
4/30/2025 | First National Bank & Trust Co. of Newtown | 13,114 | $449K | 0.1% | -3.0% | 0.003% | |
4/30/2025 | Greenleaf Trust | 6,299 | $216K | 0.0% | -12.9% | 0.001% | |
4/30/2025 | Valeo Financial Advisors LLC | 8,133 | $278K | 0.0% | N/A | 0.002% | |
4/30/2025 | ARGA Investment Management LP | 1,327,946 | $45.46M | 1.5% | +52.5% | 0.259% | |
4/29/2025 | TD Private Client Wealth LLC | 47,438 | $1.62M | 0.0% | +21.5% | 0.009% | |
4/29/2025 | Bank of New York Mellon Corp | 14,202,102 | $486.14M | 0.1% | -7.5% | 2.769% | |
4/28/2025 | Private Trust Co. NA | 3,822 | $131K | 0.0% | +17.3% | 0.001% | |
4/28/2025 | Rossby Financial LCC | 833 | $29K | 0.0% | N/A | 0.000% | |
4/25/2025 | New York State Teachers Retirement System | 376,293 | $12.88M | 0.0% | -7.8% | 0.073% | |
4/25/2025 | Amalgamated Bank | 100,118 | $3.43M | 0.0% | +1.9% | 0.020% | |
4/25/2025 | Sumitomo Mitsui Trust Group Inc. | 1,143,245 | $39.13M | 0.0% | -1.5% | 0.223% | |
4/24/2025 | Jeppson Wealth Management LLC | 5,997 | $205K | 0.1% | N/A | 0.001% | |
4/24/2025 | Oakworth Capital Inc. | 6,861 | $235K | 0.0% | -5.5% | 0.001% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 57,512 | $1.97M | 0.1% | -12.5% | 0.011% | |
4/24/2025 | Bartlett & CO. Wealth Management LLC | 9,638 | $332K | 0.0% | -8.5% | 0.002% | |
4/24/2025 | Transcend Capital Advisors LLC | 10,726 | $367K | 0.0% | +17.5% | 0.002% | |
4/23/2025 | Bessemer Group Inc. | 1,896 | $65K | 0.0% | -37.9% | 0.000% | |
4/22/2025 | Sivik Global Healthcare LLC | 175,000 | $5.99M | 3.2% | N/A | 0.034% | |
4/22/2025 | Praxis Investment Management Inc. | 8,082 | $277K | 0.0% | -40.7% | 0.002% | |
4/17/2025 | Trust Co. of Toledo NA OH | 10,420 | $357K | 0.0% | -27.9% | 0.002% | |
4/16/2025 | Farmers & Merchants Investments Inc. | 15,755 | $539K | 0.0% | +90.5% | 0.003% | |
4/16/2025 | Tobam | 770 | $26K | 0.0% | -94.0% | 0.000% | |
4/15/2025 | Bard Financial Services Inc. | 28,090 | $962K | 0.1% | N/A | 0.005% | |
4/15/2025 | Rowlandmiller & PARTNERS.ADV | 3,323 | $114K | 0.0% | -18.3% | 0.001% | |
4/15/2025 | Handelsbanken Fonder AB | 314,320 | $10.76M | 0.0% | +8.0% | 0.061% | |
4/15/2025 | SG Americas Securities LLC | 74,094 | $2.54M | 0.0% | +352.6% | 0.014% | |
4/15/2025 | Home Federal Bank of Tennessee | 22,600 | $774K | 0.2% | +2.5% | 0.004% | |
4/15/2025 | GAMMA Investing LLC | 11,326 | $388K | 0.0% | +248.3% | 0.002% | |
4/14/2025 | Bruce G. Allen Investments LLC | 3,546 | $121K | 0.1% | +35.2% | 0.001% | |
4/14/2025 | Farther Finance Advisors LLC | 7,487 | $255K | 0.0% | +84.4% | 0.001% | |
4/9/2025 | NBC Securities Inc. | 6,426 | $219K | 0.0% | +107,000.0% | 0.001% | |
4/8/2025 | Rhumbline Advisers | 1,212,971 | $41.52M | 0.0% | +9.0% | 0.236% | |
4/8/2025 | Rothschild Investment LLC | 14,479 | $496K | 0.0% | +3.4% | 0.003% | |
4/8/2025 | Parallel Advisors LLC | 4,059 | $139K | 0.0% | +58.7% | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 387,689 | $13.27M | 0.0% | +11,821.6% | 0.076% | |
4/3/2025 | Jacobs & Co. CA | 6,579 | $225K | 0.0% | -11.0% | 0.001% | |
4/1/2025 | Neville Rodie & Shaw Inc. | 11,630 | $398K | 0.0% | -3.5% | 0.002% | |
4/1/2025 | MassMutual Private Wealth & Trust FSB | 2,021 | $69K | 0.0% | +48.1% | 0.000% | |
3/18/2025 | California State Teachers Retirement System | 644,430 | $18.79M | 0.0% | -9.1% | 0.126% | |
2/19/2025 | GF Fund Management CO. LTD. | 12,513 | $365K | 0.0% | N/A | 0.002% | |
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 |
2/19/2025 | Public Employees Retirement System of Ohio | 174,950 | $5.10M | 0.0% | N/A | 0.034% | |
2/17/2025 | Raiffeisen Bank International AG | 76,587 | $2.19M | 0.0% | N/A | 0.015% | |
2/17/2025 | Mufg Securities Americas Inc. | 7,538 | $220K | 0.0% | N/A | 0.001% | |
2/17/2025 | Parkwood LLC | 368,560 | $10.75M | 1.2% | N/A | 0.072% | |
2/17/2025 | LRI Investments LLC | 5,214 | $152K | 0.0% | +234.2% | 0.001% | |
2/17/2025 | Colonial Trust Co SC | 5,090 | $148K | 0.0% | +117.7% | 0.001% | |
2/17/2025 | BOKF NA | 8,768 | $258K | 0.0% | -22.2% | 0.002% | |
2/17/2025 | Captrust Financial Advisors | 47,312 | $1.38M | 0.0% | -5.2% | 0.009% | |
2/17/2025 | Ameriprise Financial Inc. | 7,456,969 | $217.45M | 0.1% | -23.9% | 1.460% | |
2/14/2025 | Banco Bilbao Vizcaya Argentaria S.A. | 104,482 | $3.04M | 0.0% | -32.1% | 0.020% | |