8/27/2025 | Orion Porfolio Solutions LLC | 71,768 | $1.03M | 0.0% | +35.5% | 0.014% | |
8/19/2025 | MRP Capital Investments LLC | 6,000 | $86K | 0.1% | -25.0% | 0.001% | |
8/19/2025 | State of Wyoming | 14,517 | $207K | 0.0% | -57.9% | 0.003% | |
8/18/2025 | Hudson Bay Capital Management LP | 273,620 | $3.91M | 0.0% | +36.8% | 0.055% | |
8/18/2025 | Geneos Wealth Management Inc. | 5,954 | $85K | 0.0% | +53.7% | 0.001% | |
8/15/2025 | CANADA LIFE ASSURANCE Co | 120,815 | $1.73M | 0.0% | +9.3% | 0.024% | |
8/15/2025 | Rakuten Securities Inc. | 39,000 | $557K | 0.2% | +4.6% | 0.008% | |
8/15/2025 | Corient Private Wealth LLC | 68,375 | $976K | 0.0% | +82.9% | 0.014% | |
8/15/2025 | Vident Advisory LLC | 16,952 | $242K | 0.0% | +14.5% | 0.003% | |
8/15/2025 | Tidal Investments LLC | 37,595 | $537K | 0.0% | -70.4% | 0.008% | |
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8/15/2025 | Rafferty Asset Management LLC | 16,655 | $238K | 0.0% | -46.9% | 0.003% | |
8/15/2025 | Redwood Grove Capital LLC | 1,310,000 | $18.71M | 6.2% | +52.3% | 0.264% | |
8/15/2025 | Orion Porfolio Solutions LLC | 142,655 | $2.04M | 0.0% | +169.3% | 0.029% | |
8/15/2025 | Lazard Asset Management LLC | 72,981 | $1.04M | 0.0% | +896.3% | 0.015% | |
8/15/2025 | Holocene Advisors LP | 2,886,294 | $41.22M | 0.1% | +29.1% | 0.581% | |
8/15/2025 | Hudson Bay Capital Management LP | 273,620 | $3.91M | 0.0% | +36.8% | 0.055% | |
8/15/2025 | BNP Paribas Financial Markets | 43,356 | $619K | 0.0% | -35.8% | 0.009% | |
8/15/2025 | Brevan Howard Capital Management LP | 64,878 | $926K | 0.0% | +105.0% | 0.013% | |
8/15/2025 | Balyasny Asset Management L.P. | 2,309,886 | $32.99M | 0.0% | +32.9% | 0.465% | |
8/15/2025 | Bank of America Corp DE | 2,139,892 | $30.56M | 0.0% | +29.7% | 0.431% | |
8/15/2025 | Ameriprise Financial Inc. | 189,620 | $2.71M | 0.0% | +36.9% | 0.038% | |
8/14/2025 | Raymond James Financial Inc. | 1,195,136 | $17.07M | 0.0% | +25.6% | 0.241% | |
8/14/2025 | Bayesian Capital Management LP | 110,900 | $1.58M | 0.3% | N/A | 0.022% | |
8/14/2025 | Quantinno Capital Management LP | 784,752 | $11.21M | 0.0% | +308.8% | 0.158% | |
8/14/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 291,062 | $4.16M | 0.0% | +48.0% | 0.059% | |
8/14/2025 | Treasurer of the State of North Carolina | 361,378 | $5.16M | 0.0% | +33.1% | 0.073% | |
8/14/2025 | The Manufacturers Life Insurance Company | 6,039,202 | $86.24M | 0.1% | -5.9% | 1.216% | |
8/14/2025 | Sei Investments Co. | 513,758 | $7.34M | 0.0% | +4.0% | 0.103% | |
8/14/2025 | Frontier Capital Management Co. LLC | 2,674,172 | $38.19M | 0.4% | -6.7% | 0.538% | |
8/14/2025 | Sapience Investments LLC | 192,017 | $2.74M | 1.8% | -4.5% | 0.039% | |
8/14/2025 | State Street Corp | 9,126,856 | $130.33M | 0.0% | -1.4% | 1.837% | |
8/14/2025 | California Public Employees Retirement System | 848,442 | $12.12M | 0.0% | +6.8% | 0.171% | |
8/14/2025 | Federated Hermes Inc. | 2,181,580 | $31.15M | 0.1% | +0.7% | 0.439% | |
8/13/2025 | Gabelli Funds LLC | 156,500 | $2.24M | 0.0% | -1.9% | 0.032% | |
8/13/2025 | Capula Management Ltd | 35,448 | $506K | 0.0% | N/A | 0.007% | |
8/13/2025 | Cresset Asset Management LLC | 11,338 | $162K | 0.0% | +12.8% | 0.002% | |
8/13/2025 | Marshall Wace LLP | 355,266 | $5.07M | 0.0% | -30.3% | 0.072% | |
8/13/2025 | Dodge & Cox | 82,895,232 | $1.18B | 0.7% | 0.0% | 16.685% | |
8/13/2025 | Philadelphia Trust Co. | 237,538 | $3.39M | 0.3% | +2.9% | 0.048% | |
8/13/2025 | First Trust Advisors LP | 2,500,822 | $35.71M | 0.0% | +37.0% | 0.503% | |
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8/13/2025 | EverSource Wealth Advisors LLC | 6,379 | $91K | 0.0% | +26.4% | 0.001% | |
8/13/2025 | Channing Capital Management LLC | 634,770 | $9.07M | 0.3% | -22.3% | 0.128% | |
8/13/2025 | Invesco Ltd. | 569,730 | $8.14M | 0.0% | +2.6% | 0.115% | |
8/13/2025 | Arrowstreet Capital Limited Partnership | 310,383 | $4.43M | 0.0% | +2,006.9% | 0.062% | |
8/13/2025 | M&T Bank Corp | 25,029 | $358K | 0.0% | +4.0% | 0.005% | |
8/13/2025 | Brandes Investment Partners LP | 8,100,322 | $115.67M | 1.0% | +11.3% | 1.630% | |
8/13/2025 | Claret Asset Management Corp | 16,281 | $232K | 0.0% | +48.9% | 0.003% | |
8/13/2025 | Panagora Asset Management Inc. | 29,559 | $422K | 0.0% | -13.3% | 0.006% | |
8/13/2025 | Norges Bank | 875,508 | $12.50M | 0.0% | N/A | 0.176% | |
8/13/2025 | Hsbc Holdings PLC | 126,334 | $1.80M | 0.0% | +434.2% | 0.025% | |
8/13/2025 | State Board of Administration of Florida Retirement System | 487,126 | $6.96M | 0.0% | +1.2% | 0.098% | |
8/13/2025 | Choreo LLC | 32,103 | $458K | 0.0% | +13.3% | 0.006% | |
8/13/2025 | Russell Investments Group Ltd. | 206,888 | $2.95M | 0.0% | +2.7% | 0.042% | |
8/12/2025 | Westport Asset Management Inc. | 10,000 | $143K | 0.1% | N/A | 0.002% | |
8/12/2025 | Steward Partners Investment Advisory LLC | 8,080 | $115K | 0.0% | -11.6% | 0.002% | |
8/12/2025 | Prudential Financial Inc. | 3,956,861 | $56.50M | 0.1% | -30.9% | 0.796% | |
8/12/2025 | American Century Companies Inc. | 203,567 | $2.91M | 0.0% | +59.9% | 0.041% | |
8/12/2025 | Private Management Group Inc. | 2,574,835 | $36.77M | 1.2% | -1.5% | 0.518% | |
8/12/2025 | Rhumbline Advisers | 454,350 | $6.49M | 0.0% | -4.2% | 0.091% | |
8/12/2025 | Franklin Resources Inc. | 35,236 | $503K | 0.0% | -76.7% | 0.007% | |
8/12/2025 | Legal & General Group Plc | 727,564 | $10.39M | 0.0% | +7.0% | 0.146% | |
8/12/2025 | Swiss National Bank | 948,492 | $13.54M | 0.0% | -1.0% | 0.191% | |
8/12/2025 | Handelsbanken Fonder AB | 136,200 | $1.95M | 0.0% | -2.4% | 0.027% | |
8/12/2025 | Catalyst Funds Management Pty Ltd | 44,900 | $641K | 0.2% | -78.0% | 0.009% | |
8/12/2025 | Ensign Peak Advisors Inc | 142,360 | $2.03M | 0.0% | -11.2% | 0.029% | |
8/11/2025 | Primecap Management Co. CA | 51,766,814 | $739.23M | 0.6% | +3.1% | 10.420% | |
8/11/2025 | Traub Capital Management LLC | 6,800 | $97K | 0.1% | N/A | 0.001% | |
8/11/2025 | Black Creek Investment Management Inc. | 19,250,840 | $274.90M | 12.7% | -12.7% | 3.875% | |
8/11/2025 | Universal Beteiligungs und Servicegesellschaft mbH | 387,216 | $5.53M | 0.0% | -28.7% | 0.078% | |
8/8/2025 | MTM Investment Management LLC | 15,268 | $218K | 0.1% | +5.5% | 0.003% | |
8/8/2025 | Rockefeller Capital Management L.P. | 74,094 | $1.06M | 0.0% | +23.1% | 0.015% | |
8/8/2025 | Cetera Investment Advisers | 29,706 | $424K | 0.0% | -10.6% | 0.006% | |
8/8/2025 | Creative Planning | 68,724 | $981K | 0.0% | +115.2% | 0.014% | |
8/8/2025 | SG Americas Securities LLC | 14,309 | $204K | 0.0% | -83.1% | 0.003% | |
8/8/2025 | Old West Investment Management LLC | 425,342 | $6.07M | 2.0% | +4.3% | 0.086% | |
8/8/2025 | Police & Firemen s Retirement System of New Jersey | 189,508 | $2.71M | 0.0% | +6.5% | 0.038% | |
8/8/2025 | Geode Capital Management LLC | 8,068,797 | $115.24M | 0.0% | -3.4% | 1.625% | |
8/8/2025 | KBC Group NV | 90,146 | $1.29M | 0.0% | -8.6% | 0.018% | |
8/8/2025 | Jupiter Asset Management Ltd. | 1,869,942 | $26.70M | 0.2% | +14.2% | 0.377% | |
8/7/2025 | Allworth Financial LP | 7,035 | $100K | 0.0% | +198.9% | 0.001% | |
8/7/2025 | ProShare Advisors LLC | 12,439 | $178K | 0.0% | +8.7% | 0.003% | |
8/7/2025 | Profund Advisors LLC | 25,346 | $362K | 0.0% | -31.1% | 0.005% | |
8/7/2025 | Connor Clark & Lunn Investment Management Ltd. | 279,124 | $3.99M | 0.0% | N/A | 0.056% | |
8/6/2025 | RWA Wealth Partners LLC | 37,687 | $538K | 0.0% | N/A | 0.008% | |
8/6/2025 | Paradigm Asset Management Co. LLC | 59,400 | $848K | 0.2% | N/A | 0.012% | |
8/6/2025 | Innealta Capital LLC | 10,016 | $143K | 0.1% | -49.1% | 0.002% | |
8/6/2025 | First Horizon Advisors Inc. | 3,724 | $53K | 0.0% | +184.3% | 0.001% | |
8/5/2025 | Levin Capital Strategies L.P. | 10,000 | $143K | 0.0% | N/A | 0.002% | |
8/5/2025 | Bank of New York Mellon Corp | 1,771,254 | $25.29M | 0.0% | -9.6% | 0.357% | |
8/5/2025 | Bank of Montreal Can | 111,496 | $1.59M | 0.0% | +19.5% | 0.022% | |
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If you’re considering whether a family trust is right for you, speaking with a fiduciary financial advisor can help you decide the best path forward. We’ve created a free tool that matches you with vetted advisors in your area—each legally bound to act in your best interest. Click here to get your free advisor matches and start planning your legacy today. |
8/5/2025 | Versor Investments LP | 50,000 | $714K | 0.1% | N/A | 0.010% | |
8/4/2025 | Linscomb Wealth Inc. | 16,216 | $232K | 0.0% | -15.0% | 0.003% | |
8/4/2025 | Kovack Advisors Inc. | 10,560 | $151K | 0.0% | -34.2% | 0.002% | |
8/4/2025 | Heritage Investors Management Corp | 148,469 | $2.12M | 0.1% | -3.9% | 0.030% | |
8/4/2025 | Atria Investments Inc | 52,935 | $756K | 0.0% | -36.0% | 0.011% | |
8/4/2025 | HBK Sorce Advisory LLC | 10,956 | $156K | 0.0% | -10.8% | 0.002% | |
8/4/2025 | Arkadios Wealth Advisors | 48,782 | $697K | 0.0% | +100.9% | 0.010% | |
8/1/2025 | Jennison Associates LLC | 3,234,717 | $46.19M | 0.0% | +322.0% | 0.651% | |
8/1/2025 | Teacher Retirement System of Texas | 75,382 | $1.08M | 0.0% | +4.3% | 0.015% | |
8/1/2025 | Envestnet Asset Management Inc. | 254,492 | $3.63M | 0.0% | -5.3% | 0.051% | |