| 7/10/2026 | Hudson Value Partners LLC | 74,538 | $12.37M | 3.1% | -3.0% | 0.146% | |
| 7/10/2026 | Wasatch Advisors LP | 1,196,538 | $198.57M | 1.3% | -60.3% | 2.344% | |
| 7/10/2026 | Handelsbanken Fonder AB | 97,983 | $16.26M | 0.0% | -48.2% | 0.192% | |
| 7/10/2026 | City Holding Co. | 418 | $69K | 0.0% | -21.1% | 0.001% | |
| 7/9/2026 | Legacy Wealth Asset Management LLC | 1,649 | $274K | 0.1% | N/A | 0.003% | |
| 7/8/2026 | Abner Herrman & Brock LLC | 1,500 | $249K | 0.0% | N/A | 0.003% | |
| 7/7/2026 | GAMMA Investing LLC | 2,014 | $334K | 0.0% | +32.8% | 0.004% | |
| 6/23/2026 | Ballast Advisors LLC | 710 | $84K | 0.0% | N/A | 0.001% | |
| 6/16/2026 | Empowered Funds LLC | 1,948 | $230K | 0.0% | N/A | 0.004% | |
| 6/3/2026 | NewEdge Advisors LLC | 21,802 | $2.57M | 0.0% | -23.6% | 0.043% | |
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| 5/22/2026 | Segall Bryant & Hamill LLC | 61,738 | $7.29M | 0.1% | -53.1% | 0.121% | |
| 5/19/2026 | Bank of America Corp DE | 144,724 | $17.09M | 0.0% | +30.5% | 0.284% | |
| 5/19/2026 | Arkadios Wealth Advisors | 5,672 | $670K | 0.0% | -45.7% | 0.011% | |
| 5/18/2026 | Amundi | 116,081 | $13.71M | 0.0% | +2,791.2% | 0.227% | |
| 5/18/2026 | California State Teachers Retirement System | 57,084 | $6.74M | 0.0% | +23.1% | 0.112% | |
| 5/18/2026 | Royal Bank of Canada | 41,709 | $4.93M | 0.0% | -33.8% | 0.082% | |
| 5/18/2026 | Rithm Capital Corp. | 10,500 | $1.24M | 1.8% | +23.5% | 0.021% | |
| 5/18/2026 | Empowered Funds LLC | 1,948 | $230K | 0.0% | N/A | 0.004% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 12,340 | $1.46M | 0.0% | +15.9% | 0.024% | |
| 5/16/2026 | Hawk Ridge Capital Management LP | 28,000 | $3.31M | 0.1% | N/A | 0.055% | |
| 5/16/2026 | Quantinno Capital Management LP | 28,597 | $3.38M | 0.0% | +7.5% | 0.056% | |
| 5/16/2026 | Lazard Asset Management LLC | 7,778 | $918K | 0.0% | +22.8% | 0.015% | |
| 5/15/2026 | 44 Wealth Management LLC | 2,133 | $252K | 0.1% | N/A | 0.004% | |
| 5/15/2026 | Entropy Technologies LP | 2,789 | $329K | 0.0% | -78.1% | 0.005% | |
| 5/14/2026 | Healthcare of Ontario Pension Plan Trust Fund | 114,800 | $13.55M | 0.0% | N/A | 0.225% | |
| 5/14/2026 | Renaissance Technologies LLC | 148,400 | $17.52M | 0.0% | +234.2% | 0.291% | |
| 5/14/2026 | Gabelli Funds LLC | 51,668 | $6.10M | 0.0% | -17.2% | 0.101% | |
| 5/14/2026 | Gamco Investors INC. ET AL | 36,225 | $4.28M | 0.0% | -23.8% | 0.071% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 77,011 | $9.09M | 0.0% | -2.3% | 0.151% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 109,759 | $12.96M | 0.0% | +22.3% | 0.215% | |
| 5/14/2026 | Sei Investments Co. | 181,374 | $21.41M | 0.0% | +27.1% | 0.355% | |
| 5/14/2026 | State of Wyoming | 357 | $42K | 0.0% | -90.8% | 0.001% | |
| 5/13/2026 | Cetera Investment Advisers | 36,349 | $4.29M | 0.0% | +47.7% | 0.071% | |
| 5/13/2026 | First Trust Advisors LP | 1,280,916 | $151.23M | 0.1% | +109.9% | 2.510% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 8,902 | $1.05M | 0.0% | +6.8% | 0.017% | |
| 5/8/2026 | Summit Global Investments | 10,309 | $1.22M | 0.1% | -30.5% | 0.020% | |
| 5/8/2026 | Convergence Investment Partners LLC | 18,505 | $2.19M | 0.4% | +39.0% | 0.036% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 1,105,056 | $130.43M | 0.0% | +1.0% | 2.165% | |
| 5/7/2026 | Parallel Advisors LLC | 1,200 | $142K | 0.0% | +6.7% | 0.002% | |
| 5/7/2026 | Precision Wealth Strategies LLC | 9,002 | $1.06M | 0.4% | -12.9% | 0.018% | |
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad) Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call.
They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months.
Brown and Chaikin have released the full details for investors who want to get ahead of it. See Jeff Brown and Marc Chaikin's full analysis and next steps here |
| 5/6/2026 | John G Ullman & Associates Inc. | 67,874 | $8.01M | 1.1% | -11.3% | 0.133% | |
| 5/6/2026 | Bessemer Group Inc. | 61,312 | $7.24M | 0.0% | +51.2% | 0.120% | |
| 5/6/2026 | Allspring Global Investments Holdings LLC | 7,884 | $989K | 0.0% | +171.3% | 0.015% | |
| 5/5/2026 | D.A. Davidson & CO. | 3,999 | $472K | 0.0% | -1.8% | 0.008% | |
| 5/5/2026 | Bank of New York Mellon Corp | 275,866 | $32.57M | 0.0% | -1.7% | 0.540% | |
| 5/5/2026 | Illinois Municipal Retirement Fund | 26,869 | $3.17M | 0.0% | +1.6% | 0.053% | |
| 5/5/2026 | Sanctuary Advisors LLC | 2,901 | $342K | 0.0% | +12.1% | 0.006% | |
| 5/4/2026 | Principal Financial Group Inc. | 247,160 | $29.18M | 0.0% | +2.0% | 0.484% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 1,644 | $194K | 0.0% | N/A | 0.003% | |
| 5/4/2026 | Teachers Retirement System of The State of Kentucky | 12,709 | $1.50M | 0.0% | -2.3% | 0.025% | |
| 5/2/2026 | Associated Banc Corp | 2,411 | $285K | 0.0% | N/A | 0.005% | |
| 5/1/2026 | Fifth Third Bancorp | 32,653 | $3.86M | 0.0% | +9,475.7% | 0.064% | |
| 4/30/2026 | Equitable Trust Co. | 2,442 | $288K | 0.0% | -35.8% | 0.005% | |
| 4/30/2026 | Hsbc Holdings PLC | 10,299 | $1.19M | 0.0% | -44.7% | 0.020% | |
| 4/30/2026 | Range Financial Group LLC | 13,857 | $1.64M | 0.5% | +3.4% | 0.027% | |
| 4/30/2026 | Kestra Advisory Services LLC | 4,217 | $498K | 0.0% | -1.7% | 0.008% | |
| 4/30/2026 | Granite Investment Partners LLC | 88,319 | $10.43M | 0.6% | -5.7% | 0.173% | |
| 4/29/2026 | Swedbank AB | 300,000 | $35.42M | 0.0% | -16.7% | 0.588% | |
| 4/28/2026 | Whittier Trust Co. of Nevada Inc. | 25,317 | $3.05M | 0.1% | N/A | 0.050% | |
| 4/28/2026 | Whittier Trust Co. | 47,557 | $5.74M | 0.1% | N/A | 0.093% | |
| 4/28/2026 | Praxis Investment Management Inc. | 1,914 | $226K | 0.0% | N/A | 0.004% | |
| 4/27/2026 | HB Wealth Management LLC | 1,839 | $217K | 0.0% | N/A | 0.004% | |
| 4/27/2026 | Moran Wealth Management LLC | 3,294 | $389K | 0.0% | N/A | 0.006% | |
| 4/27/2026 | New York State Teachers Retirement System | 53,650 | $6.33M | 0.0% | -9.2% | 0.105% | |
| 4/27/2026 | Sierra Summit Advisors LLC | 9,685 | $1.14M | 0.2% | +2.6% | 0.019% | |
| 4/27/2026 | Private Advisor Group LLC | 21,106 | $2.49M | 0.0% | +7.5% | 0.041% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 29,541 | $3.49M | 0.1% | +6.5% | 0.058% | |
| 4/25/2026 | Keybank National Association OH | 1,939 | $229K | 0.0% | -46.6% | 0.004% | |
| 4/24/2026 | Root Financial Partners LLC | 217 | $26K | 0.0% | +126.0% | 0.000% | |
| 4/23/2026 | Apollon Wealth Management LLC | 4,690 | $554K | 0.0% | +6.5% | 0.009% | |
| 4/22/2026 | Financial Futures Ltd Liability Co. | 2,072 | $245K | 0.1% | N/A | 0.004% | |
| 4/22/2026 | Montgomery Investment Management Inc. | 9,967 | $1.18M | 0.4% | -5.2% | 0.020% | |
| 4/22/2026 | Sterling Capital Management LLC | 1,706 | $201K | 0.0% | -43.3% | 0.003% | |
| 4/22/2026 | Cambient Family Office LLC | 1,903 | $225K | 0.0% | N/A | 0.004% | |
| 4/21/2026 | Wasatch Advisors LP | 3,017,249 | $356.22M | 2.4% | +39.7% | 5.912% | |
| 4/21/2026 | Wesbanco Bank Inc. | 2,106 | $249K | 0.0% | N/A | 0.004% | |
| 4/21/2026 | Louisiana State Employees Retirement System | 22,600 | $2.67M | 0.0% | N/A | 0.044% | |
| 4/20/2026 | Ritholtz Wealth Management | 2,147 | $253K | 0.0% | N/A | 0.004% | |
| 4/20/2026 | First PREMIER Bank | 6,494 | $767K | 0.2% | -4.4% | 0.013% | |
| 3/9/2026 | Corient Private Wealth LLC | 4,585 | $393K | 0.0% | +13.3% | 0.009% | |
| 3/6/2026 | Hsbc Holdings PLC | 18,638 | $1.61M | 0.0% | N/A | 0.037% | |
| 2/26/2026 | Anchor Investment Management LLC | 1,150 | $98K | 0.0% | -17.9% | 0.002% | |
| 2/19/2026 | Invesco Ltd. | 1,232,614 | $105.46M | 0.0% | -31.4% | 2.416% | |
| 2/19/2026 | Corient Private Wealth LLC | 4,457 | $367K | 0.0% | +10.1% | 0.009% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 3,884 | $332K | 0.0% | N/A | 0.008% | |
| 2/18/2026 | Summit Global Investments | 14,823 | $1.27M | 0.1% | N/A | 0.029% | |
| 2/18/2026 | Beacon Pointe Advisors LLC | 144,791 | $12.39M | 0.1% | -0.9% | 0.284% | |
| 2/18/2026 | State of Tennessee Department of Treasury | 19,080 | $1.69M | 0.0% | -19.4% | 0.037% | |
| 2/18/2026 | Mackenzie Financial Corp | 20,765 | $1.82M | 0.0% | +26.0% | 0.041% | |
| 2/18/2026 | NewEdge Advisors LLC | 28,554 | $2.44M | 0.0% | +36.3% | 0.056% | |
Buy this stock today (Ad) Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7.
One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race. Get the name, ticker, and full Hotlist before markets open |
| 2/18/2026 | XTX Topco Ltd | 29,262 | $2.50M | 0.1% | N/A | 0.057% | |
| 2/18/2026 | Tudor Investment Corp ET AL | 107,810 | $9.22M | 0.0% | +806.3% | 0.211% | |
| 2/18/2026 | Twinbeech Capital LP | 41,373 | $3.54M | 0.3% | N/A | 0.081% | |
| 2/18/2026 | Quadrature Capital Ltd | 11,702 | $1.00M | 0.0% | N/A | 0.023% | |
| 2/18/2026 | Numerai GP LLC | 15,170 | $1.30M | 0.2% | +187.0% | 0.030% | |
| 2/18/2026 | Millennium Management LLC | 642,250 | $54.95M | 0.0% | +162.2% | 1.259% | |
| 2/18/2026 | Man Group plc | 6,942 | $594K | 0.0% | +102.9% | 0.014% | |
| 2/18/2026 | Gotham Asset Management LLC | 122,741 | $10.50M | 0.0% | +0.3% | 0.241% | |
| 2/18/2026 | Engineers Gate Manager LP | 29,116 | $2.49M | 0.0% | +188.0% | 0.057% | |
| 2/18/2026 | Clifford Capital Partners LLC | 183,330 | $15.69M | 2.7% | +35.0% | 0.359% | |