| 8/1/2025 | New York Life Investment Management LLC | 13,743 | $820K | 0.0% | -2.5% | 0.010% | |
| 8/1/2025 | Teacher Retirement System of Texas | 40,007 | $2.39M | 0.0% | -4.3% | 0.030% | |
| 8/1/2025 | Y Intercept Hong Kong Ltd | 90,905 | $5.42M | 0.1% | N/A | 0.069% | |
| 8/1/2025 | Bessemer Group Inc. | 7,595 | $453K | 0.0% | -32.6% | 0.006% | |
| 8/1/2025 | Envestnet Asset Management Inc. | 32,317 | $1.93M | 0.0% | -23.2% | 0.025% | |
| 7/31/2025 | Nisa Investment Advisors LLC | 50,268 | $3.04M | 0.0% | -9.4% | 0.038% | |
| 7/31/2025 | Wealthfront Advisers LLC | 16,243 | $969K | 0.0% | -2.0% | 0.012% | |
| 7/31/2025 | MQS Management LLC | 5,447 | $325K | 0.2% | N/A | 0.004% | |
| 7/31/2025 | Linden Thomas Advisory Services LLC | 33,770 | $2.01M | 0.2% | +2.0% | 0.026% | |
| 7/31/2025 | AlphaQuest LLC | 16,984 | $1.01M | 0.1% | +254.6% | 0.013% | |
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| 7/30/2025 | Forum Financial Management LP | 8,176 | $488K | 0.0% | +8.2% | 0.006% | |
| 7/30/2025 | Ethic Inc. | 33,360 | $1.98M | 0.0% | +25.4% | 0.025% | |
| 7/30/2025 | FNY Investment Advisers LLC | 600 | $35K | 0.0% | N/A | 0.000% | |
| 7/30/2025 | D.A. Davidson & CO. | 14,082 | $840K | 0.0% | +2.8% | 0.011% | |
| 7/29/2025 | Lyell Wealth Management LP | 4,000 | $239K | 0.0% | -81.1% | 0.003% | |
| 7/29/2025 | Mutual of America Capital Management LLC | 65,352 | $3.90M | 0.0% | -3.4% | 0.050% | |
| 7/29/2025 | Easterly Investment Partners LLC | 57,352 | $3.42M | 0.2% | -8.1% | 0.044% | |
| 7/29/2025 | Applied Finance Capital Management LLC | 3,464 | $207K | 0.0% | N/A | 0.003% | |
| 7/28/2025 | Allianz Asset Management GmbH | 172,367 | $10.28M | 0.0% | -46.4% | 0.131% | |
| 7/28/2025 | New York State Teachers Retirement System | 147,613 | $8.81M | 0.0% | +9.4% | 0.112% | |
| 7/28/2025 | Triton Wealth Management PLLC | 4,814 | $287K | 0.1% | N/A | 0.004% | |
| 7/28/2025 | Harbour Investments Inc. | 861 | $51K | 0.0% | -45.3% | 0.001% | |
| 7/25/2025 | NorthRock Partners LLC | 6,056 | $366K | 0.0% | -5.7% | 0.005% | |
| 7/25/2025 | Sequoia Financial Advisors LLC | 6,158 | $367K | 0.0% | N/A | 0.005% | |
| 7/25/2025 | Yousif Capital Management LLC | 10,908 | $651K | 0.0% | -3.2% | 0.008% | |
| 7/25/2025 | CWM LLC | 13,260 | $791K | 0.0% | -16.5% | 0.010% | |
| 7/25/2025 | Vanguard Personalized Indexing Management LLC | 30,249 | $1.81M | 0.0% | +30.2% | 0.023% | |
| 7/24/2025 | Callan Family Office LLC | 4,150 | $248K | 0.0% | N/A | 0.003% | |
| 7/24/2025 | McElhenny Sheffield Capital Management LLC | 114,000 | $6.80M | 0.4% | N/A | 0.087% | |
| 7/24/2025 | US Bancorp DE | 10,403 | $621K | 0.0% | +10.1% | 0.008% | |
| 7/23/2025 | Proffitt & Goodson Inc. | 1,011 | $60K | 0.0% | +64.1% | 0.001% | |
| 7/23/2025 | Louisiana State Employees Retirement System | 37,000 | $2.21M | 0.0% | +0.5% | 0.028% | |
| 7/23/2025 | MADDEN SECURITIES Corp | 65,812 | $3.93M | 1.3% | -31.8% | 0.050% | |
| 7/23/2025 | Prime Capital Investment Advisors LLC | 4,799 | $286K | 0.0% | -8.3% | 0.004% | |
| 7/22/2025 | Comprehensive Financial Consultants Institutional Inc. | 3,520 | $210K | 0.1% | -20.7% | 0.003% | |
| 7/22/2025 | Fishman Jay A Ltd. MI | 24,630 | $1.47M | 0.1% | -67.6% | 0.019% | |
| 7/22/2025 | OLD National Bancorp IN | 42,771 | $2.55M | 0.0% | -80.0% | 0.033% | |
| 7/21/2025 | Vaughan Nelson Investment Management L.P. | 2,200,132 | $131.24M | 1.2% | -10.3% | 1.674% | |
| 7/21/2025 | Greenwood Capital Associates LLC | 24,975 | $1.49M | 0.2% | +46.7% | 0.019% | |
| 7/21/2025 | Mirae Asset Global Investments Co. Ltd. | 119,580 | $7.13M | 0.0% | +11.6% | 0.091% | |
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| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 5,651 | $337K | 0.0% | N/A | 0.004% | |
| 7/18/2025 | Lynx Investment Advisory | 5,135 | $306K | 0.2% | +3.3% | 0.004% | |
| 7/18/2025 | Columbia Asset Management | 6,421 | $383K | 0.1% | -7.2% | 0.005% | |
| 7/18/2025 | Truist Financial Corp | 3,728 | $222K | 0.0% | -8.0% | 0.003% | |
| 7/17/2025 | Greenleaf Trust | 7,622 | $455K | 0.0% | -5.2% | 0.006% | |
| 7/17/2025 | HB Wealth Management LLC | 6,373 | $380K | 0.0% | -6.5% | 0.005% | |
| 7/17/2025 | Oakworth Capital Inc. | 252,624 | $15.07M | 1.0% | +0.8% | 0.192% | |
| 7/16/2025 | Signaturefd LLC | 4,180 | $249K | 0.0% | +7.4% | 0.003% | |
| 7/16/2025 | State of Alaska Department of Revenue | 14,750 | $879K | 0.0% | -4.2% | 0.011% | |
| 7/16/2025 | Meyer Handelman Co. | 13,488 | $805K | 0.0% | -19.9% | 0.010% | |
| 7/16/2025 | Sylvest Advisors LLC | 10,590 | $632K | 0.4% | -3.0% | 0.008% | |
| 7/15/2025 | Public Employees Retirement System of Ohio | 43,562 | $2.60M | 0.0% | -0.7% | 0.033% | |
| 7/15/2025 | Ballentine Partners LLC | 4,639 | $277K | 0.0% | +17.7% | 0.004% | |
| 7/15/2025 | tru Independence LLC | 87,065 | $5.19M | 1.5% | +2.3% | 0.066% | |
| 7/15/2025 | Fifth Third Bancorp | 7,697 | $459K | 0.0% | -22.8% | 0.006% | |
| 7/14/2025 | LaFleur & Godfrey LLC | 15,654 | $934K | 0.1% | -76.9% | 0.012% | |
| 7/14/2025 | GAMMA Investing LLC | 5,584 | $333K | 0.0% | -3.5% | 0.004% | |
| 7/14/2025 | Lakeshore Financial Planning Inc. | 6,996 | $417K | 0.2% | -3.5% | 0.005% | |
| 7/11/2025 | Farther Finance Advisors LLC | 5,056 | $302K | 0.0% | +5.4% | 0.004% | |
| 7/11/2025 | Wedge Capital Management L L P NC | 29,227 | $1.74M | 0.0% | -38.6% | 0.022% | |
| 7/11/2025 | UMB Bank n.a. | 1,271 | $76K | 0.0% | -28.5% | 0.001% | |
| 7/11/2025 | Assenagon Asset Management S.A. | 332,863 | $19.86M | 0.0% | +101.0% | 0.253% | |
| 7/10/2025 | NorthCrest Asset Manangement LLC | 24,610 | $1.57M | 0.0% | -4.8% | 0.019% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 8,454 | $539K | 0.0% | -24.0% | 0.006% | |
| 7/9/2025 | Gateway Investment Advisers LLC | 27,011 | $1.61M | 0.0% | -0.7% | 0.021% | |
| 7/9/2025 | Baron Wealth Management LLC | 4,026 | $240K | 0.1% | N/A | 0.003% | |
| 7/9/2025 | Fiduciary Alliance LLC | 8,568 | $511K | 0.0% | -12.4% | 0.007% | |
| 7/9/2025 | Beacon Financial Group | 4,951 | $295K | 0.0% | -14.3% | 0.004% | |
| 7/8/2025 | Martin Capital Partners LLC | 8,052 | $480K | 0.2% | N/A | 0.006% | |
| 7/8/2025 | Parallel Advisors LLC | 1,152 | $69K | 0.0% | +19.6% | 0.001% | |
| 6/18/2025 | Voya Investment Management LLC | 16,553 | $978K | 0.0% | +2.8% | 0.013% | |
| 5/28/2025 | Strs Ohio | 19,873 | $1.17M | 0.0% | N/A | 0.015% | |
| 5/22/2025 | WBI Investments LLC | 13,716 | $810K | 0.2% | N/A | 0.010% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 597 | $35K | 0.0% | +41.8% | 0.000% | |
| 5/20/2025 | Focus Partners Wealth | 5,718 | $338K | 0.0% | -17.0% | 0.004% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 483,992 | $28.59M | 0.0% | +2.4% | 0.368% | |
| 5/16/2025 | Empowered Funds LLC | 6,464 | $382K | 0.0% | +12.6% | 0.005% | |
| 5/16/2025 | United Services Automobile Association | 8,756 | $514K | 0.0% | N/A | 0.007% | |
| 5/16/2025 | Great Lakes Advisors LLC | 305,578 | $18.05M | 0.2% | +125.4% | 0.233% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,321,494 | $137.11M | 0.0% | +9.6% | 1.767% | |
| 5/16/2025 | Jones Financial Companies Lllp | 1,110 | $68K | 0.0% | -89.7% | 0.001% | |
| 5/16/2025 | NewEdge Advisors LLC | 36,671 | $2.17M | 0.0% | -6.4% | 0.028% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 46,755 | $2.76M | 0.0% | +60.1% | 0.036% | |
| 5/16/2025 | Interval Partners LP | 4,253 | $251K | 0.0% | -116.0% | 0.003% | |
| 5/16/2025 | Jacobs Levy Equity Management Inc. | 967,287 | $57.13M | 0.2% | -30.7% | 0.736% | |
| 5/16/2025 | EJF Capital LLC | 8,986 | $531K | 0.3% | -57.0% | 0.007% | |
| 5/16/2025 | Alliancebernstein L.P. | 1,960,755 | $115.80M | 0.0% | -10.7% | 1.492% | |
| 5/16/2025 | Belmont Capital LLC | 4,472 | $264K | 0.0% | +9.3% | 0.003% | |
| 5/16/2025 | AQR Capital Management LLC | 308,108 | $17.81M | 0.0% | -33.7% | 0.234% | |
| 5/16/2025 | Amundi | 75,772 | $4.48M | 0.0% | -47.2% | 0.058% | |
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Now, the man who called Nvidia at $1.10 reveals AI’s Next Magnificent Seven… including one stock he says could become America’s next trillion-dollar giant. See his full breakdown of the seven stocks to own now |
| 5/16/2025 | Adage Capital Partners GP L.L.C. | 307,427 | $18.16M | 0.0% | -1.7% | 0.234% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 24,052 | $1.42M | 0.0% | -8.2% | 0.018% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 6,112 | $361K | 0.0% | -50.6% | 0.005% | |
| 5/15/2025 | FJ Capital Management LLC | 331,747 | $19.59M | 2.0% | +351.7% | 0.252% | |
| 5/15/2025 | Royal Bank of Canada | 83,221 | $4.92M | 0.0% | -6.8% | 0.063% | |
| 5/15/2025 | Graham Capital Management L.P. | 13,885 | $820K | 0.0% | -75.5% | 0.011% | |
| 5/15/2025 | MAI Capital Management | 942 | $56K | 0.0% | +32.1% | 0.001% | |
| 5/15/2025 | Quarry LP | 1,204 | $71K | 0.0% | +38.9% | 0.001% | |
| 5/15/2025 | DRW Securities LLC | 25,000 | $1.48M | 0.0% | +194.0% | 0.019% | |
| 5/15/2025 | Baird Financial Group Inc. | 10,812 | $639K | 0.0% | +16.1% | 0.008% | |
