| 6/3/2026 | NewEdge Advisors LLC | 193,504 | $1.28M | 0.0% | -19.2% | 0.329% | |
| 5/19/2026 | Bank of America Corp DE | 447,999 | $2.96M | 0.0% | +7.4% | 0.762% | |
| 5/18/2026 | Rivernorth Capital Management LLC | 2,570,038 | $16.96M | 0.9% | N/A | 4.369% | |
| 5/18/2026 | Royal Bank of Canada | 372,470 | $2.46M | 0.0% | -3.0% | 0.633% | |
| 5/16/2026 | Quantinno Capital Management LP | 158,168 | $1.04M | 0.0% | -9.1% | 0.269% | |
| 5/16/2026 | Saba Capital Management L.P. | 764,197 | $5.04M | 0.1% | N/A | 1.299% | |
| 5/16/2026 | Lazard Asset Management LLC | 3,364,475 | $22.21M | 0.0% | -0.4% | 5.719% | |
| 5/15/2026 | Punch & Associates Investment Management Inc. | 24,905 | $164K | 0.0% | N/A | 0.042% | |
| 5/13/2026 | Cetera Investment Advisers | 22,004 | $145K | 0.0% | +64.5% | 0.037% | |
| 5/12/2026 | Quantedge Capital Pte Ltd | 1,187,179 | $7.84M | 4.3% | +33.8% | 2.018% | |
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| 5/5/2026 | SouthState Bank Corp | 10,413 | $69K | 0.0% | N/A | 0.018% | |
| 5/1/2026 | Fifth Third Bancorp | 8,658 | $57K | 0.0% | N/A | 0.015% | |
| 4/30/2026 | WPG Advisers LLC | 7,055 | $47K | 0.0% | +55.2% | 0.012% | |
| 4/29/2026 | Baxter Bros Inc. | 10,000 | $66K | 0.0% | N/A | 0.017% | |
| 4/27/2026 | PFG Investments LLC | 18,655 | $123K | 0.0% | +7.7% | 0.032% | |
| 4/27/2026 | Private Advisor Group LLC | 292,211 | $1.93M | 0.0% | +51.1% | 0.497% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 19,772 | $130K | 0.0% | N/A | 0.034% | |
| 4/22/2026 | Absolute Investment Advisers LLC | 1,549,398 | $10.23M | 1.2% | +144.4% | 2.634% | |
| 4/21/2026 | Silver Oak Securities Incorporated | 17,135 | $113K | 0.0% | +26.5% | 0.029% | |
| 4/20/2026 | TrueMark Investments LLC | 29,708 | $196K | 0.0% | +5.4% | 0.051% | |
| 4/18/2026 | CENTRAL TRUST Co | 35,200 | $232K | 0.0% | N/A | 0.060% | |
| 4/16/2026 | Tactive Advisors LLC | 13,115 | $87K | 0.0% | -12.7% | 0.022% | |
| 4/16/2026 | Evolve Private Wealth LLC | 27,195 | $179K | 0.0% | +26.4% | 0.046% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 328,501 | $2.17M | 0.0% | -4.4% | 0.558% | |
| 2/23/2026 | Virtu Financial LLC | 39,399 | $260K | 0.0% | N/A | 0.067% | |
| 2/19/2026 | Invesco Ltd. | 1,811,362 | $11.94M | 0.0% | +13.2% | 3.079% | |
| 2/18/2026 | NewEdge Advisors LLC | 239,552 | $1.58M | 0.0% | +54.9% | 0.407% | |
| 2/18/2026 | Virtus Investment Advisers LLC | 108,899 | $718K | 0.2% | -19.0% | 0.185% | |
| 2/18/2026 | Readystate Asset Management LP | 686,666 | $4.53M | 0.2% | +102.8% | 1.167% | |
| 2/18/2026 | Evolve Private Wealth LLC | 21,518 | $142K | 0.0% | N/A | 0.037% | |
| 2/17/2026 | Cetera Investment Advisers | 13,378 | $88K | 0.0% | -35.5% | 0.023% | |
| 2/17/2026 | Lazard Asset Management LLC | 3,378,783 | $22.27M | 0.0% | N/A | 5.744% | |
| 2/17/2026 | Quantedge Capital Pte Ltd | 887,079 | $5.85M | 2.8% | +471.1% | 1.508% | |
| 2/17/2026 | Kovack Advisors Inc. | 18,809 | $124K | 0.0% | N/A | 0.032% | |
| 2/17/2026 | Osaic Holdings Inc. | 52,662 | $347K | 0.0% | -6.3% | 0.090% | |
| 2/17/2026 | &PARTNERS | 12,366 | $81K | 0.0% | -15.4% | 0.021% | |
| 2/17/2026 | Royal Bank of Canada | 384,147 | $2.53M | 0.0% | -17.3% | 0.653% | |
| 2/16/2026 | Mariner LLC | 35,162 | $232K | 0.0% | +86.6% | 0.060% | |
| 2/13/2026 | Kestra Advisory Services LLC | 5,749 | $38K | 0.0% | N/A | 0.010% | |
| 2/13/2026 | Thomas J. Herzfeld Advisors Inc. | 543,195 | $3.58M | 1.2% | N/A | 0.923% | |
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| 2/13/2026 | Stifel Financial Corp | 89,439 | $589K | 0.0% | -24.1% | 0.152% | |
| 2/13/2026 | Quarry LP | 170,066 | $1.12M | 0.2% | N/A | 0.289% | |
| 2/13/2026 | Wells Fargo & Company MN | 40,850 | $269K | 0.0% | +29.7% | 0.069% | |
| 2/12/2026 | Advisors Asset Management Inc. | 514,941 | $3.39M | 0.1% | +20.4% | 0.875% | |
| 2/12/2026 | Jane Street Group LLC | 330,514 | $2.18M | 0.0% | -12.6% | 0.562% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 23,627 | $156K | 0.0% | -50.7% | 0.040% | |
| 2/12/2026 | Wedbush Securities Inc. | 55,731 | $367K | 0.0% | -16.0% | 0.095% | |
| 2/12/2026 | Kovack Advisors Inc. | 18,809 | $125K | 0.0% | N/A | 0.032% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 81,194 | $535K | 0.0% | +4.6% | 0.138% | |
| 2/11/2026 | LPL Financial LLC | 93,620 | $617K | 0.0% | -34.5% | 0.159% | |
| 2/11/2026 | Closed End Fund Advisors Inc. | 15,624 | $103K | 0.1% | N/A | 0.027% | |
| 2/10/2026 | Lido Advisors LLC | 20,109 | $134K | 0.0% | +65.0% | 0.034% | |
| 2/9/2026 | Blue Bell Private Wealth Management LLC | 240,173 | $1.58M | 0.2% | +86.1% | 0.408% | |
| 2/9/2026 | Accredited Investor Services LLC | 19,699 | $130K | 0.1% | N/A | 0.033% | |
| 2/6/2026 | Ignite Planners LLC | 11,123 | $74K | 0.0% | -16.9% | 0.019% | |
| 2/6/2026 | Global Retirement Partners LLC | 26,661 | $176K | 0.0% | N/A | 0.045% | |
| 2/3/2026 | International Assets Investment Management LLC | 11,034 | $73K | 0.0% | N/A | 0.019% | |
| 2/3/2026 | Indivisible Partners | 40,604 | $268K | 0.0% | N/A | 0.069% | |
| 2/2/2026 | Wolverine Asset Management LLC | 773,052 | $5.09M | 0.0% | +46.4% | 1.314% | |
| 2/2/2026 | Mutual Advisors LLC | 33,425 | $220K | 0.0% | -8.2% | 0.057% | |
| 2/2/2026 | Oppenheimer & Co. Inc. | 222,520 | $1.47M | 0.0% | -3.3% | 0.378% | |
| 1/30/2026 | Chapin Davis Inc. | 69,499 | $458K | 0.1% | -25.3% | 0.118% | |
| 1/29/2026 | Matisse Capital | 571,000 | $3.76M | 1.7% | +3.6% | 0.971% | |
| 1/29/2026 | UBS Group AG | 596,389 | $3.93M | 0.0% | -14.1% | 1.014% | |
| 1/29/2026 | Sanctuary Advisors LLC | 92,067 | $607K | 0.0% | +33.1% | 0.157% | |
| 1/29/2026 | Concurrent Investment Advisors LLC | 18,181 | $120K | 0.0% | -68.3% | 0.031% | |
| 1/28/2026 | WPG Advisers LLC | 4,546 | $30K | 0.0% | +122.8% | 0.008% | |
| 1/28/2026 | Absolute Investment Advisers LLC | 633,924 | $4.30M | 0.5% | N/A | 1.078% | |
| 1/26/2026 | Shaker Financial Services LLC | 194,268 | $1.28M | 0.4% | +34.9% | 0.330% | |
| 1/26/2026 | Merit Financial Group LLC | 23,549 | $155K | 0.0% | +97.8% | 0.040% | |
| 1/23/2026 | Choreo LLC | 38,072 | $254K | 0.0% | N/A | 0.065% | |
| 1/21/2026 | Modera Wealth Management LLC | 19,083 | $126K | 0.0% | -19.1% | 0.032% | |
| 1/15/2026 | Silver Oak Securities Incorporated | 13,548 | $90K | 0.0% | N/A | 0.023% | |
| 1/14/2026 | TrueMark Investments LLC | 28,196 | $186K | 0.0% | N/A | 0.048% | |
| 1/12/2026 | Amplius Wealth Advisors LLC | 11,845 | $78K | 0.0% | N/A | 0.020% | |
| 1/5/2026 | Park Avenue Securities LLC | 17,958 | $118K | 0.0% | N/A | 0.031% | |
| 11/17/2025 | NewEdge Advisors LLC | 154,669 | $1.04M | 0.0% | N/A | 0.263% | |
| 11/17/2025 | Susquehanna Advisors Group Inc. | 10,600 | $71K | 0.0% | N/A | 0.018% | |
| 11/17/2025 | Susquehanna International Group LLP | 41,263 | $276K | 0.0% | N/A | 0.070% | |
| 11/17/2025 | Millennium Management LLC | 92,674 | $621K | 0.0% | N/A | 0.158% | |
| 11/17/2025 | Lido Advisors LLC | 12,190 | $82K | 0.0% | N/A | 0.021% | |
| 11/17/2025 | Bank of America Corp DE | 590,003 | $3.95M | 0.0% | N/A | 1.003% | |
| 11/17/2025 | Ameriprise Financial Inc. | 461,378 | $3.09M | 0.0% | N/A | 0.784% | |
| 11/14/2025 | Creative Planning | 20,958 | $140K | 0.0% | N/A | 0.036% | |
| 11/14/2025 | Raymond James Financial Inc. | 1,343,222 | $9M | 0.0% | N/A | 2.283% | |
| 11/14/2025 | Comerica Bank | 7,061 | $47K | 0.0% | N/A | 0.012% | |
| 11/14/2025 | Newbridge Financial Services Group Inc. | 6,400 | $43K | 0.0% | N/A | 0.011% | |
| 11/13/2025 | SeaCrest Wealth Management LLC | 65,074 | $452K | 0.0% | N/A | 0.111% | |
| 11/13/2025 | Invesco Ltd. | 1,599,817 | $10.72M | 0.0% | N/A | 2.720% | |
| 11/13/2025 | UBS Group AG | 694,448 | $4.65M | 0.0% | N/A | 1.181% | |
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free |
| 11/13/2025 | Private Advisor Group LLC | 140,177 | $939K | 0.0% | N/A | 0.238% | |
| 11/13/2025 | CreativeOne Wealth LLC | 15,020 | $101K | 0.0% | N/A | 0.026% | |
| 11/12/2025 | Insigneo Advisory Services LLC | 18,346 | $123K | 0.0% | N/A | 0.031% | |
| 11/12/2025 | Level Four Advisory Services LLC | 13,635 | $91K | 0.0% | N/A | 0.023% | |
| 11/10/2025 | Clearstead Advisors LLC | 12,935 | $87K | 0.0% | N/A | 0.022% | |
| 11/7/2025 | NewEdge Wealth LLC | 10,767 | $74K | 0.0% | N/A | 0.018% | |
| 11/7/2025 | Readystate Asset Management LP | 338,664 | $2.27M | 0.1% | N/A | 0.576% | |
| 11/6/2025 | Wedbush Securities Inc. | 66,339 | $444K | 0.0% | N/A | 0.113% | |
| 11/6/2025 | Advisors Asset Management Inc. | 427,724 | $2.87M | 0.0% | N/A | 0.727% | |
| 11/6/2025 | Oppenheimer & Co. Inc. | 230,048 | $1.54M | 0.0% | N/A | 0.391% | |