| 9/9/2026 | Tidal Investments LLC | 15,854 | $596K | 0.0% | -26.7% | 0.044% | |
| 9/9/2026 | WINTON GROUP Ltd | 18,819 | $708K | 0.0% | -23.3% | 0.052% | |
| 9/9/2026 | Engineers Gate Manager LP | 42,075 | $1.58M | 0.0% | -24.0% | 0.117% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 2,496 | $94K | 0.0% | -63.9% | 0.007% | |
| 9/9/2026 | Squarepoint Ops LLC | 10,337 | $389K | 0.0% | N/A | 0.029% | |
| 8/27/2026 | Corient Private Wealth LP | 15,409 | $579K | 0.0% | +2.1% | 0.043% | |
| 8/23/2026 | Ameritas Advisory Services LLC | 2,750 | $103K | 0.0% | N/A | 0.008% | |
| 8/21/2026 | Secure Asset Management LLC | 5,626 | $212K | 0.0% | N/A | 0.016% | |
| 8/19/2026 | Navellier & Associates Inc. | 49,379 | $1.86M | 0.1% | N/A | 0.138% | |
| 8/18/2026 | Public Employees Retirement System of Ohio | 111,958 | $4.21M | 0.0% | N/A | 0.312% | |
The Flaw Your Financial Advisor Will Not Name (Ad) The U.S. government values its gold at $42 an ounce, a price set by Congress in 1973 and never updated. Gold trades above $4,000 today, a gap of roughly 95 times on the nation's own books.
A bill moving through Congress would force the Treasury to reprice America's gold at market value. More than 60 million Americans qualify to move a portion of savings into physical gold, tax-free and penalty-free. Request your free 2026 Gold Guide to see the details |
| 8/13/2026 | Pinnacle Holdings LLC | 2,126 | $80K | 0.0% | N/A | 0.006% | |
| 8/11/2026 | Donald Smith & CO. Inc. | 740,941 | $27.86M | 0.5% | N/A | 2.063% | |
| 7/10/2026 | Redhawk Wealth Advisors Inc. | 41,368 | $1.56M | 0.2% | -6.9% | 0.115% | |
| 6/3/2026 | Parallel Advisors LLC | 9,375 | $349K | 0.0% | -4.8% | 0.026% | |
| 6/3/2026 | NewEdge Advisors LLC | 21,269 | $792K | 0.0% | +1.4% | 0.059% | |
| 5/21/2026 | BankChampaign National Association | 22,259 | $829K | 0.8% | N/A | 0.062% | |
| 5/19/2026 | Bank of America Corp DE | 74,854 | $2.79M | 0.0% | +174.5% | 0.208% | |
| 5/19/2026 | JTC Employer Solutions Trustee Ltd | 293,258 | $10.91M | 0.9% | -19.3% | 0.817% | |
| 5/18/2026 | Parvin Asset Management LLC | 19,905 | $741K | 0.5% | +11.4% | 0.055% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 1,579 | $59K | 0.0% | +49.4% | 0.004% | |
| 5/18/2026 | Royal Bank of Canada | 25,415 | $946K | 0.0% | -4.6% | 0.071% | |
| 5/16/2026 | Lazard Asset Management LLC | 294,674 | $10.97M | 0.0% | +65.5% | 0.821% | |
| 5/15/2026 | Punch & Associates Investment Management Inc. | 718,073 | $26.73M | 1.5% | -26.1% | 2.000% | |
| 5/14/2026 | Renaissance Technologies LLC | 618,750 | $23.04M | 0.0% | -10.8% | 1.723% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 111,929 | $4.17M | 0.0% | +21.5% | 0.312% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 289,809 | $10.79M | 0.0% | N/A | 0.807% | |
| 5/14/2026 | Sei Investments Co. | 200,806 | $7.48M | 0.0% | +51.8% | 0.559% | |
| 5/14/2026 | State of Wyoming | 14,019 | $522K | 0.1% | -25.7% | 0.039% | |
| 5/13/2026 | First Trust Advisors LP | 340,621 | $12.68M | 0.0% | N/A | 0.949% | |
| 5/7/2026 | Parallel Advisors LLC | 9,375 | $349K | 0.0% | -4.8% | 0.026% | |
| 5/7/2026 | Crescent Grove Advisors LLC | 38,484 | $1.43M | 0.1% | -74.3% | 0.107% | |
| 5/5/2026 | Sigma Planning Corp | 13,692 | $510K | 0.0% | -27.5% | 0.038% | |
| 5/1/2026 | U S Global Investors Inc. | 18,690 | $696K | 0.1% | +220.4% | 0.052% | |
| 5/1/2026 | Barnett & Company Inc. | 33,605 | $1.25M | 1.0% | +32.6% | 0.094% | |
| 5/1/2026 | Fulcrum Capital LLC | 5,500 | $205K | 0.0% | N/A | 0.015% | |
| 4/30/2026 | Hsbc Holdings PLC | 16,165 | $600K | 0.0% | N/A | 0.045% | |
| 4/30/2026 | Kestra Advisory Services LLC | 46,504 | $1.73M | 0.0% | -11.5% | 0.129% | |
| 4/30/2026 | Isthmus Partners LLC | 121,899 | $4.54M | 0.5% | +4.5% | 0.339% | |
| 4/28/2026 | DGS Capital Management LLC | 46,036 | $1.71M | 0.3% | -0.9% | 0.128% | |
| 4/28/2026 | Wealthstar Advisors LLC | 16,732 | $623K | 0.3% | N/A | 0.047% | |
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| 4/27/2026 | Y Intercept Hong Kong Ltd | 89,933 | $3.35M | 0.1% | +35.8% | 0.250% | |
| 4/23/2026 | Apollon Wealth Management LLC | 7,932 | $295K | 0.0% | N/A | 0.022% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 92,692 | $3.45M | 0.0% | -2.8% | 0.258% | |
| 4/22/2026 | Nicholas Wealth LLC. | 30,973 | $1.15M | 0.8% | -13.7% | 0.086% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 23,866 | $889K | 0.0% | -17.4% | 0.066% | |
| 4/20/2026 | Ritholtz Wealth Management | 5,456 | $203K | 0.0% | N/A | 0.015% | |
| 4/16/2026 | SG Americas Securities LLC | 185,168 | $6.89M | 0.0% | +225.9% | 0.516% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 2,810 | $98K | 0.0% | -46.3% | 0.008% | |
| 3/4/2026 | SHP Wealth Management | 1,000 | $35K | 0.0% | N/A | 0.003% | |
| 2/24/2026 | DGS Capital Management LLC | 46,459 | $1.63M | 0.3% | +19.1% | 0.130% | |
| 2/19/2026 | Invesco Ltd. | 52,687 | $1.85M | 0.0% | -10.8% | 0.147% | |
| 2/19/2026 | Corient Private Wealth LLC | 16,606 | $582K | 0.0% | +11.5% | 0.046% | |
| 2/18/2026 | Vident Advisory LLC | 32,016 | $1.12M | 0.0% | -10.5% | 0.090% | |
| 2/18/2026 | State of Tennessee Department of Treasury | 61,554 | $2.31M | 0.0% | -9.2% | 0.172% | |
| 2/18/2026 | NewEdge Advisors LLC | 20,973 | $735K | 0.0% | +4.8% | 0.059% | |
| 2/18/2026 | Voloridge Investment Management LLC | 207,092 | $7.26M | 0.0% | +18.0% | 0.579% | |
| 2/18/2026 | Verdad Advisers LP | 24,533 | $860K | 0.3% | N/A | 0.069% | |
| 2/18/2026 | Numerai GP LLC | 25,421 | $891K | 0.1% | N/A | 0.071% | |
| 2/18/2026 | Millennium Management LLC | 315,841 | $11.07M | 0.0% | +42.6% | 0.883% | |
| 2/18/2026 | Man Group plc | 90,020 | $3.15M | 0.0% | +7.7% | 0.252% | |
| 2/18/2026 | Engineers Gate Manager LP | 18,817 | $659K | 0.0% | -2.2% | 0.053% | |
| 2/18/2026 | Balyasny Asset Management L.P. | 28,506 | $999K | 0.0% | +82.9% | 0.080% | |
| 2/18/2026 | Boothbay Fund Management LLC | 10,927 | $383K | 0.0% | N/A | 0.031% | |
| 2/17/2026 | Lazard Asset Management LLC | 178,068 | $6.24M | 0.0% | -9.4% | 0.498% | |
| 2/17/2026 | Trexquant Investment LP | 114,593 | $4.02M | 0.0% | +125.9% | 0.320% | |
| 2/17/2026 | Jump Financial LLC | 108,371 | $3.80M | 0.0% | +189.0% | 0.303% | |
| 2/17/2026 | Fairscale Capital LLC | 5,749 | $201K | 0.1% | +54.5% | 0.016% | |
| 2/17/2026 | Osaic Holdings Inc. | 52,183 | $1.83M | 0.0% | -10.7% | 0.146% | |
| 2/17/2026 | Russell Investments Group Ltd. | 1,673 | $59K | 0.0% | +73.9% | 0.005% | |
| 2/17/2026 | Punch & Associates Investment Management Inc. | 971,790 | $34.05M | 2.0% | -11.4% | 2.717% | |
| 2/17/2026 | ExodusPoint Capital Management LP | 11,366 | $398K | 0.0% | -43.6% | 0.032% | |
| 2/17/2026 | Royal Bank of Canada | 26,633 | $933K | 0.0% | +2.8% | 0.074% | |
| 2/17/2026 | Magnetar Financial LLC | 17,487 | $613K | 0.0% | N/A | 0.049% | |
| 2/17/2026 | Nicholas Wealth LLC. | 35,877 | $1.26M | 0.8% | +12.2% | 0.100% | |
| 2/16/2026 | Squarepoint Ops LLC | 9,702 | $340K | 0.0% | -29.6% | 0.027% | |
| 2/16/2026 | Verition Fund Management LLC | 48,854 | $1.71M | 0.0% | -32.0% | 0.137% | |
| 2/16/2026 | Marnell Management LLC | 6,515 | $228K | 0.1% | N/A | 0.018% | |
| 2/16/2026 | Aigen Investment Management LP | 6,425 | $225K | 0.1% | N/A | 0.018% | |
| 2/13/2026 | Kestra Advisory Services LLC | 52,557 | $1.84M | 0.0% | -17.7% | 0.147% | |
| 2/13/2026 | Visionary Wealth Advisors | 13,432 | $471K | 0.0% | N/A | 0.038% | |
| 2/13/2026 | Virtus Advisers LLC | 5,437 | $191K | 0.1% | +46.9% | 0.015% | |
| 2/13/2026 | Charles Schwab Investment Management Inc. | 236,994 | $8.30M | 0.0% | +25.3% | 0.663% | |
| 2/13/2026 | State Street Corp | 331,619 | $11.62M | 0.0% | +4.8% | 0.927% | |
| 2/13/2026 | Wells Fargo & Company MN | 12,522 | $439K | 0.0% | +12.3% | 0.035% | |
| 2/13/2026 | Quadrant Capital Group LLC | 13,223 | $463K | 0.0% | +21.3% | 0.037% | |
| 2/12/2026 | HRT Financial LP | 30,773 | $1.08M | 0.0% | -25.4% | 0.086% | |
| 2/12/2026 | Triumph Capital Management | 1,700 | $60K | 0.0% | +106.1% | 0.005% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 30,317 | $1.06M | 0.0% | -37.6% | 0.085% | |
| 2/12/2026 | Renaissance Technologies LLC | 693,350 | $24.30M | 0.0% | -17.3% | 1.938% | |
| 2/12/2026 | Counterpoint Mutual Funds LLC | 14,402 | $505K | 0.0% | +21.0% | 0.040% | |
The Flaw Your Financial Advisor Will Not Name (Ad) The U.S. government values its gold at $42 an ounce, a price set by Congress in 1973 and never updated. Gold trades above $4,000 today, a gap of roughly 95 times on the nation's own books.
A bill moving through Congress would force the Treasury to reprice America's gold at market value. More than 60 million Americans qualify to move a portion of savings into physical gold, tax-free and penalty-free. Request your free 2026 Gold Guide to see the details |
| 2/12/2026 | Marex Group plc | 105,139 | $3.68M | 0.0% | +505.6% | 0.294% | |
| 2/12/2026 | Campbell & CO Investment Adviser LLC | 9,233 | $324K | 0.0% | +9.2% | 0.026% | |
| 2/11/2026 | CSM Advisors LLC | 446,060 | $15.63M | 0.4% | +3.0% | 1.247% | |
| 2/11/2026 | Donald Smith & CO. Inc. | 2,088,499 | $73.18M | 1.4% | -34.4% | 5.839% | |
| 2/11/2026 | Janney Montgomery Scott LLC | 95,407 | $3.34M | 0.0% | +14.5% | 0.267% | |
| 2/11/2026 | Deutsche Bank AG | 77,350 | $2.71M | 0.0% | N/A | 0.216% | |
| 2/11/2026 | Fox Run Management L.L.C. | 8,206 | $288K | 0.0% | N/A | 0.023% | |
| 2/11/2026 | LPL Financial LLC | 244,741 | $8.58M | 0.0% | -3.3% | 0.684% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 74,335 | $2.61M | 0.0% | -14.0% | 0.208% | |
| 2/11/2026 | Hilton Head Capital Partners LLC | 1,000 | $35K | 0.0% | N/A | 0.003% | |