4/30/2025 | Brown Advisory Inc. | 1,020,117 | $24.52M | 0.0% | +4.6% | 0.999% | |
4/29/2025 | Envestnet Asset Management Inc. | 64,269 | $1.55M | 0.0% | N/A | 0.063% | |
4/29/2025 | Bank of New York Mellon Corp | 302,280 | $7.27M | 0.0% | +2.4% | 0.296% | |
4/29/2025 | VELA Investment Management LLC | 26,836 | $645K | 0.2% | +53.1% | 0.026% | |
4/28/2025 | WCM Investment Management LLC | 271,822 | $6.54M | 0.0% | +154.8% | 0.266% | |
4/25/2025 | Peregrine Capital Management LLC | 153,825 | $3.70M | 0.1% | +3.3% | 0.151% | |
4/25/2025 | KBC Group NV | 4,560 | $110K | 0.0% | +35.0% | 0.004% | |
4/17/2025 | Exchange Traded Concepts LLC | 15,569 | $374K | 0.0% | -4.4% | 0.015% | |
4/15/2025 | SG Americas Securities LLC | 23,029 | $554K | 0.0% | +155.8% | 0.023% | |
4/9/2025 | Weybosset Research & Management LLC | 16,880 | $406K | 0.1% | +23.7% | 0.017% | |
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4/8/2025 | Rhumbline Advisers | 124,839 | $3.00M | 0.0% | +6.2% | 0.122% | |
4/8/2025 | Parallel Advisors LLC | 1,360 | $33K | 0.0% | +319.8% | 0.001% | |
4/7/2025 | GAMMA Investing LLC | 8,558 | $206K | 0.0% | +8,908.4% | 0.008% | |
3/24/2025 | Wellington Management Group LLP | 634,055 | $23.68M | 0.0% | +160.7% | 0.621% | |
3/18/2025 | California State Teachers Retirement System | 74,144 | $2.77M | 0.0% | +10.4% | 0.073% | |
2/28/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 12,032 | $449K | 0.0% | N/A | 0.012% | |
2/26/2025 | Infinitum Asset Management LLC | 110,000 | $4.11M | 2.2% | N/A | 0.109% | |
2/17/2025 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 548,575 | $20.49M | 0.0% | +7.9% | 0.542% | |
2/17/2025 | Voloridge Investment Management LLC | 100,568 | $3.76M | 0.0% | -62.2% | 0.099% | |
2/17/2025 | Woodline Partners LP | 601,922 | $22.48M | 0.2% | -34.8% | 0.595% | |
2/17/2025 | Two Sigma Advisers LP | 99,900 | $3.73M | 0.0% | -45.8% | 0.099% | |
2/17/2025 | Two Sigma Investments LP | 80,863 | $3.02M | 0.0% | -71.2% | 0.080% | |
2/17/2025 | TrinityPoint Wealth LLC | 37,095 | $1.39M | 0.2% | N/A | 0.037% | |
2/17/2025 | Stempoint Capital LP | 186,413 | $6.96M | 1.7% | -13.9% | 0.184% | |
2/17/2025 | Suvretta Capital Management LLC | 5,620,271 | $209.92M | 7.2% | +8.1% | 5.558% | |
2/17/2025 | Sphera Funds Management LTD. | 156,494 | $5.85M | 1.1% | +17.4% | 0.155% | |
2/17/2025 | Rafferty Asset Management LLC | 135,256 | $5.05M | 0.0% | -1.7% | 0.134% | |
2/17/2025 | Redmile Group LLC | 904,496 | $33.78M | 2.4% | -12.5% | 0.894% | |
2/17/2025 | Point72 Asset Management L.P. | 922,965 | $34.47M | 0.1% | -38.5% | 0.913% | |
2/17/2025 | ProShare Advisors LLC | 24,189 | $903K | 0.0% | +70.5% | 0.024% | |
2/17/2025 | Nicholas Investment Partners LP | 18,673 | $697K | 0.1% | -26.6% | 0.018% | |
2/17/2025 | Nuveen Asset Management LLC | 919,235 | $34.33M | 0.0% | +55.1% | 0.909% | |
2/17/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 54,271 | $2.02M | 0.0% | +32.0% | 0.054% | |
2/17/2025 | Lazard Asset Management LLC | 3,207 | $119K | 0.0% | +47.4% | 0.003% | |
2/17/2025 | Lion Point Capital LP | 22,700 | $848K | 4.4% | -35.9% | 0.022% | |
2/17/2025 | Janus Henderson Group PLC | 6,982,425 | $260.74M | 0.1% | +12.1% | 6.905% | |
2/17/2025 | Farallon Capital Management LLC | 4,428,167 | $165.39M | 0.8% | +21.6% | 4.379% | |
2/17/2025 | Fred Alger Management LLC | 104,567 | $3.91M | 0.0% | +79.8% | 0.103% | |
2/17/2025 | D. E. Shaw & Co. Inc. | 170,647 | $6.37M | 0.0% | -70.5% | 0.169% | |
2/17/2025 | Deutsche Bank AG | 169,773 | $6.34M | 0.0% | +25.0% | 0.168% | |
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2/17/2025 | DAFNA Capital Management LLC | 220,235 | $8.23M | 2.1% | +17.7% | 0.218% | |
2/17/2025 | Cubist Systematic Strategies LLC | 23,671 | $884K | 0.0% | N/A | 0.023% | |
2/17/2025 | Boone Capital Management LLC | 361,420 | $13.50M | 4.6% | N/A | 0.357% | |
2/17/2025 | Brown Advisory Inc. | 975,585 | $36.44M | 0.0% | +0.7% | 0.965% | |
2/17/2025 | Bamco Inc. NY | 44,000 | $1.64M | 0.0% | -2.2% | 0.044% | |
2/17/2025 | Bank of America Corp DE | 310,559 | $11.60M | 0.0% | +40.5% | 0.307% | |
2/17/2025 | BNP Paribas Financial Markets | 41,762 | $1.56M | 0.0% | N/A | 0.041% | |
2/17/2025 | Ameriprise Financial Inc. | 508,682 | $18.99M | 0.0% | +40.0% | 0.503% | |
2/17/2025 | Algert Global LLC | 31,320 | $1.17M | 0.0% | -3.3% | 0.031% | |
2/17/2025 | Alyeska Investment Group L.P. | 106,351 | $3.97M | 0.0% | +129.4% | 0.105% | |
2/14/2025 | Bison Wealth LLC | 332,428 | $12.42M | 2.7% | +0.4% | 0.329% | |
2/14/2025 | Emerald Mutual Fund Advisers Trust | 226,394 | $8.46M | 0.5% | N/A | 0.224% | |
2/14/2025 | Northern Trust Corp | 811,155 | $30.30M | 0.0% | +19.9% | 0.802% | |
2/14/2025 | The Manufacturers Life Insurance Company | 199,183 | $7.44M | 0.0% | +3.4% | 0.197% | |
2/14/2025 | Quarry LP | 3,000 | $112K | 0.0% | N/A | 0.003% | |
2/14/2025 | Tri Locum Partners LP | 140,220 | $5.24M | 1.1% | -27.4% | 0.139% | |
2/14/2025 | Virtus ETF Advisers LLC | 1,770 | $66K | 0.0% | -35.9% | 0.002% | |
2/14/2025 | Voya Investment Management LLC | 713,587 | $26.65M | 0.0% | -0.8% | 0.706% | |
2/14/2025 | Adage Capital Partners GP L.L.C. | 575,000 | $21.48M | 0.0% | -61.2% | 0.569% | |
2/14/2025 | Hood River Capital Management LLC | 783,672 | $29.27M | 0.4% | -13.2% | 0.775% | |
2/14/2025 | Price T Rowe Associates Inc. MD | 3,412,191 | $127.45M | 0.0% | -0.8% | 3.374% | |
2/14/2025 | Hsbc Holdings PLC | 10,361 | $380K | 0.0% | +10.8% | 0.010% | |
2/14/2025 | Rock Springs Capital Management LP | 129,858 | $4.85M | 0.2% | +1.8% | 0.128% | |
2/14/2025 | Stifel Financial Corp | 6,559,313 | $244.99M | 0.3% | +0.8% | 6.487% | |
2/14/2025 | Tower Research Capital LLC TRC | 12,180 | $455K | 0.0% | +2,952.6% | 0.012% | |
2/14/2025 | Transatlantique Private Wealth LLC | 13,431 | $502K | 0.2% | -5.0% | 0.013% | |
2/14/2025 | MYDA Advisors LLC | 54,000 | $2.02M | 0.5% | -22.9% | 0.053% | |
2/14/2025 | MetLife Investment Management LLC | 51,737 | $1.93M | 0.0% | +19.0% | 0.051% | |
2/14/2025 | Altium Capital Management LLC | 250,000 | $9.34M | 2.6% | +233.3% | 0.247% | |
2/13/2025 | Marshall Wace LLP | 366,891 | $13.70M | 0.0% | -1.3% | 0.363% | |
2/13/2025 | Gabelli Funds LLC | 9,000 | $336K | 0.0% | -31.8% | 0.009% | |
2/13/2025 | Elkhorn Partners Limited Partnership | 3,300 | $123K | 0.1% | +50.0% | 0.003% | |
2/13/2025 | Barclays PLC | 392,727 | $14.67M | 0.0% | +46.5% | 0.388% | |
2/13/2025 | Summit Investment Advisors Inc. | 8,985 | $336K | 0.3% | +18.1% | 0.009% | |
2/13/2025 | Neuberger Berman Group LLC | 129,465 | $4.84M | 0.0% | +2,953.4% | 0.128% | |
2/13/2025 | Capital Fund Management S.A. | 38,488 | $1.44M | 0.0% | +130.1% | 0.038% | |
2/13/2025 | F M Investments LLC | 26,338 | $984K | 0.0% | N/A | 0.026% | |
2/13/2025 | Raymond James Financial Inc. | 37,033 | $1.38M | 0.0% | N/A | 0.037% | |
2/13/2025 | Renaissance Technologies LLC | 19,352 | $723K | 0.0% | N/A | 0.019% | |
2/13/2025 | FIL Ltd | 89,391 | $3.34M | 0.0% | +4.9% | 0.088% | |
2/13/2025 | Legal & General Group Plc | 90,847 | $3.39M | 0.0% | +5.1% | 0.090% | |
2/13/2025 | Invesco Ltd. | 51,814 | $1.94M | 0.0% | +6.2% | 0.051% | |
2/13/2025 | Federated Hermes Inc. | 12,753 | $476K | 0.0% | -41.0% | 0.013% | |
2/13/2025 | Russell Investments Group Ltd. | 146,125 | $5.46M | 0.0% | -10.3% | 0.145% | |
2/13/2025 | Wells Fargo & Company MN | 43,650 | $1.63M | 0.0% | +30.6% | 0.043% | |
2/12/2025 | Landscape Capital Management L.L.C. | 18,710 | $699K | 0.1% | N/A | 0.019% | |
2/12/2025 | Bryce Point Capital LLC | 32,000 | $1.20M | 0.3% | N/A | 0.032% | |
2/12/2025 | Trexquant Investment LP | 10,980 | $410K | 0.0% | -41.5% | 0.011% | |
2/12/2025 | Geode Capital Management LLC | 1,905,366 | $71.18M | 0.0% | +11.1% | 1.884% | |
2/12/2025 | Franklin Resources Inc. | 74,300 | $2.78M | 0.0% | -6.8% | 0.073% | |
The collapse has already started (Ad) The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim Plaehn reveals how the 2025 trade war is quietly eroding dividend income — and which U.S.-focused stocks are still raising payouts. Watch the 2025 Trade War dividend protection briefing now |
2/12/2025 | Alliancebernstein L.P. | 96,236 | $3.59M | 0.0% | +6.6% | 0.095% | |
2/12/2025 | Wellington Management Group LLP | 634,055 | $23.68M | 0.0% | +160.7% | 0.627% | |
2/12/2025 | O Shaughnessy Asset Management LLC | 9,777 | $365K | 0.0% | -2.7% | 0.010% | |
2/12/2025 | Clearbridge Investments LLC | 521,099 | $19.46M | 0.0% | +8.7% | 0.515% | |
2/12/2025 | CIBC Private Wealth Group LLC | 790 | $31K | 0.0% | -39.5% | 0.001% | |
2/12/2025 | RWA Wealth Partners LLC | 11,800 | $441K | 0.0% | +81.5% | 0.012% | |
2/12/2025 | DnB Asset Management AS | 7,526 | $281K | 0.0% | +8.2% | 0.007% | |
2/12/2025 | Pictet Asset Management Holding SA | 405,848 | $15.16M | 0.0% | +32.2% | 0.401% | |
2/12/2025 | Norges Bank | 902,565 | $33.71M | 0.0% | N/A | 0.893% | |
2/12/2025 | JPMorgan Chase & Co. | 1,979,169 | $73.92M | 0.0% | +144.5% | 1.957% | |