| 5/22/2025 | WBI Investments LLC | 6,058 | $786K | 0.2% | N/A | 0.002% | |
| 5/21/2025 | Acadian Asset Management LLC | 3,078 | $399K | 0.0% | N/A | 0.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 12,079 | $1.57M | 0.1% | +10.2% | 0.003% | |
| 5/21/2025 | IFM Investors Pty Ltd | 73,736 | $9.57M | 0.1% | -2.8% | 0.018% | |
| 5/20/2025 | Belpointe Asset Management LLC | 1,675 | $217K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Intech Investment Management LLC | 18,818 | $2.44M | 0.0% | -40.8% | 0.005% | |
| 5/20/2025 | Focus Partners Wealth | 17,351 | $2.25M | 0.0% | +12.5% | 0.004% | |
| 5/20/2025 | Plato Investment Management Ltd | 21,886 | $2.87M | 0.2% | -17.0% | 0.005% | |
| 5/19/2025 | SageView Advisory Group LLC | 7,362 | $955K | 0.0% | +14.9% | 0.002% | |
| 5/19/2025 | Advisory Alpha LLC | 3,506 | $455K | 0.0% | +25.1% | 0.001% | |
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| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 2,536,276 | $329.03M | 0.1% | -0.1% | 0.628% | |
| 5/16/2025 | Wilson & Boucher Capital Management LLC | 1,566 | $203K | 0.2% | N/A | 0.000% | |
| 5/16/2025 | Zurich Insurance Group Ltd FI | 643,228 | $83.45M | 0.7% | -31.7% | 0.159% | |
| 5/16/2025 | Empowered Funds LLC | 112,587 | $14.61M | 0.2% | +30.4% | 0.028% | |
| 5/16/2025 | MBB Public Markets I LLC | 2,391 | $310K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Meiji Yasuda Life Insurance Co | 9,328 | $1.21M | 0.0% | -15.6% | 0.002% | |
| 5/16/2025 | United Services Automobile Association | 9,389 | $1.22M | 0.0% | N/A | 0.002% | |
| 5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 8,683 | $1.13M | 0.0% | -7.8% | 0.002% | |
| 5/16/2025 | Caxton Associates LLP | 59,320 | $7.70M | 0.3% | N/A | 0.015% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 2,094,971 | $271.78M | 0.0% | +58.3% | 0.519% | |
| 5/16/2025 | Jones Financial Companies Lllp | 8,468 | $1.10M | 0.0% | -36.6% | 0.002% | |
| 5/16/2025 | USS Investment Management Ltd | 79,457 | $10.31M | 0.1% | -18.2% | 0.020% | |
| 5/16/2025 | UniSuper Management Pty Ltd | 32,551 | $4.22M | 0.0% | -0.6% | 0.008% | |
| 5/16/2025 | Rise Advisors LLC | 270 | $35K | 0.0% | +32.4% | 0.000% | |
| 5/16/2025 | Nissay Asset Management Corp Japan ADV | 47,666 | $6.18M | 0.0% | +0.8% | 0.012% | |
| 5/16/2025 | NatWest Group plc | 72,757 | $9.44M | 2.8% | N/A | 0.018% | |
| 5/16/2025 | National Wealth Management Group LLC | 8,662 | $1.12M | 0.7% | -4.1% | 0.002% | |
| 5/16/2025 | NewEdge Advisors LLC | 56,791 | $7.37M | 0.0% | -2.2% | 0.014% | |
| 5/16/2025 | Night Owl Capital Management LLC | 77,366 | $10.04M | 1.3% | +4.5% | 0.019% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,270,592 | $294.56M | 0.7% | -21.3% | 0.562% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 3,371 | $437K | 0.0% | -8.6% | 0.001% | |
| 5/16/2025 | KDT Advisors LLC | 10,260 | $1.33M | 2.0% | -28.1% | 0.003% | |
| 5/16/2025 | Kensico Capital Management Corp | 5,340,800 | $692.86M | 15.6% | -0.6% | 1.323% | |
| 5/16/2025 | Gotham Asset Management LLC | 198,942 | $25.81M | 0.2% | +29.1% | 0.049% | |
| 5/16/2025 | Hawk Ridge Capital Management LP | 346,643 | $44.97M | 2.1% | -6.8% | 0.086% | |
| 5/16/2025 | Cinctive Capital Management LP | 8,221 | $1.07M | 0.1% | +64.4% | 0.002% | |
| 5/16/2025 | Alliancebernstein L.P. | 580,185 | $75.27M | 0.0% | -36.9% | 0.144% | |
| 5/16/2025 | Banque Transatlantique SA | 106,809 | $12.81M | 0.2% | +174.6% | 0.026% | |
| 5/16/2025 | AQR Capital Management LLC | 1,529,779 | $193.46M | 0.2% | -15.5% | 0.379% | |
| 5/16/2025 | Advisors Asset Management Inc. | 71,306 | $9.25M | 0.2% | -20.3% | 0.018% | |
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| 5/16/2025 | Amundi | 772,860 | $96.61M | 0.0% | -2.1% | 0.191% | |
| 5/16/2025 | Adage Capital Partners GP L.L.C. | 369,600 | $47.95M | 0.1% | -2.6% | 0.092% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 283,410 | $36.77M | 0.2% | -18.3% | 0.070% | |
| 5/15/2025 | Dark Forest Capital Management LP | 33,787 | $4.38M | 0.2% | +725.1% | 0.008% | |
| 5/15/2025 | EP Wealth Advisors LLC | 2,923 | $379K | 0.0% | -2.2% | 0.001% | |
| 5/15/2025 | PDT Partners LLC | 10,694 | $1.39M | 0.1% | -10.6% | 0.003% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 5,021 | $651K | 0.0% | +64.2% | 0.001% | |
| 5/15/2025 | Flputnam Investment Management Co. | 1,629 | $211K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Royal Bank of Canada | 1,486,133 | $192.80M | 0.0% | -21.5% | 0.368% | |
| 5/15/2025 | Retirement Planning Co of New England Inc. | 1,999 | $259K | 0.1% | N/A | 0.000% | |
| 5/15/2025 | MAI Capital Management | 23,338 | $3.03M | 0.0% | -8.3% | 0.006% | |
| 5/15/2025 | DRW Securities LLC | 1,710 | $222K | 0.0% | -37.4% | 0.000% | |
| 5/15/2025 | Brasada Capital Management LP | 38,035 | $4.93M | 0.9% | -0.8% | 0.009% | |
| 5/15/2025 | Sculptor Capital LP | 383,500 | $49.75M | 1.0% | +82.6% | 0.095% | |
| 5/15/2025 | Baird Financial Group Inc. | 37,135 | $4.82M | 0.0% | +9.6% | 0.009% | |
| 5/15/2025 | Panagora Asset Management Inc. | 394,701 | $51.21M | 0.3% | -1.2% | 0.098% | |
| 5/15/2025 | Orbis Allan Gray Ltd | 24,108 | $3.13M | 0.0% | -86.1% | 0.006% | |
| 5/15/2025 | Vident Advisory LLC | 15,434 | $2.00M | 0.0% | +18.6% | 0.004% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 240,471 | $31.20M | 0.0% | -1.2% | 0.060% | |
| 5/15/2025 | Driehaus Capital Management LLC | 188,567 | $24.46M | 0.2% | +42.5% | 0.047% | |
| 5/15/2025 | Canada Pension Plan Investment Board | 383,497 | $49.75M | 0.0% | +17.0% | 0.095% | |
| 5/15/2025 | WPG Advisers LLC | 502 | $65K | 0.1% | N/A | 0.000% | |
| 5/15/2025 | Trexquant Investment LP | 23,810 | $3.09M | 0.0% | -12.5% | 0.006% | |
| 5/15/2025 | Itau Unibanco Holding S.A. | 368 | $48K | 0.0% | -97.2% | 0.000% | |
| 5/15/2025 | Landscape Capital Management L.L.C. | 11,827 | $1.53M | 0.1% | -21.7% | 0.003% | |
| 5/15/2025 | Lansforsakringar Fondforvaltning AB publ | 41,213 | $5.35M | 0.0% | -4.8% | 0.010% | |
| 5/14/2025 | B. Metzler seel. Sohn & Co. AG | 230,682 | $29.93M | 0.3% | +10.8% | 0.057% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 55,073 | $7.15M | 0.7% | -4.5% | 0.014% | |
| 5/14/2025 | Silvant Capital Management LLC | 8,958 | $1.16M | 0.1% | N/A | 0.002% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,541 | $719K | 0.0% | -20.4% | 0.001% | |
| 5/14/2025 | Ieq Capital LLC | 63,553 | $8.25M | 0.1% | +7.8% | 0.016% | |
| 5/14/2025 | Gamco Investors INC. ET AL | 59,880 | $7.77M | 0.1% | -11.1% | 0.015% | |
| 5/14/2025 | Gabelli Funds LLC | 83,516 | $10.84M | 0.1% | -2.0% | 0.021% | |
| 5/14/2025 | Rafferty Asset Management LLC | 74,387 | $9.65M | 0.0% | -18.9% | 0.018% | |
| 5/14/2025 | WealthTrust Axiom LLC | 36,797 | $4.77M | 1.5% | -20.1% | 0.009% | |
| 5/14/2025 | Caisse DE Depot ET Placement DU Quebec | 175,290 | $22.74M | 0.0% | -45.5% | 0.043% | |
| 5/14/2025 | Corebridge Financial Inc. | 99,028 | $12.85M | 0.1% | -4.1% | 0.025% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 1,689 | $219K | 0.0% | +3,921.4% | 0.000% | |
| 5/14/2025 | Comerica Bank | 132,227 | $17.15M | 0.1% | +87.3% | 0.033% | |
| 5/14/2025 | Freedom Investment Management Inc. | 6,826 | $886K | 0.1% | -23.8% | 0.002% | |
| 5/14/2025 | RPg Family Wealth Advisory LLC | 71,240 | $9.24M | 2.6% | -22.1% | 0.018% | |
| 5/14/2025 | MetLife Investment Management LLC | 106,273 | $13.79M | 0.1% | -2.1% | 0.026% | |
| 5/14/2025 | ICONIQ Capital LLC | 2,405 | $312K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Quantitative Investment Management LLC | 14,797 | $1.92M | 0.2% | +60.3% | 0.004% | |
| 5/14/2025 | APG Asset Management N.V. | 228,392 | $27.43M | 0.1% | -3.7% | 0.057% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 10,627 | $1.38M | 0.1% | -2.7% | 0.003% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 3,327 | $432K | 0.0% | +44.3% | 0.001% | |
| 5/14/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 73,812 | $9.58M | 0.1% | -0.6% | 0.018% | |
| 5/14/2025 | Groupe la Francaise | 81,570 | $10.80M | 0.2% | +25.9% | 0.020% | |
| 5/14/2025 | AlphaQuest LLC | 3,571 | $463K | 0.1% | +188.2% | 0.001% | |
July 2025 Rule Change to Impact Retirement Investors (Ad) There's a massive change from a new rule going into effect this July.
And it's one the Big Banks are already using to their advantage…
It allows them to treat this new asset like actual cash. Yes, Send Me My FREE Retirement Guide |
| 5/14/2025 | Kestra Advisory Services LLC | 20,193 | $2.62M | 0.0% | +7.3% | 0.005% | |
| 5/14/2025 | Allstate Corp | 14,303 | $1.86M | 0.1% | +26.1% | 0.004% | |
| 5/14/2025 | 1832 Asset Management L.P. | 769,164 | $99.78M | 0.1% | +43.6% | 0.191% | |
| 5/14/2025 | Compound Planning Inc. | 7,010 | $909K | 0.0% | +6.3% | 0.002% | |
| 5/14/2025 | Newport Trust Company LLC | 1,181,534 | $153.28M | 0.4% | -6.9% | 0.293% | |
| 5/14/2025 | Ameriprise Financial Inc. | 3,589,432 | $465.67M | 0.1% | +6.1% | 0.889% | |
| 5/14/2025 | Norinchukin Bank The | 17,655 | $2.29M | 0.0% | +12.2% | 0.004% | |
| 5/14/2025 | Channing Capital Management LLC | 63,594 | $8.25M | 0.2% | -4.0% | 0.016% | |
| 5/14/2025 | CW Advisors LLC | 193,011 | $25.04M | 0.3% | +3.0% | 0.048% | |
| 5/14/2025 | Partners Capital Investment Group LLP | 14,400 | $1.87M | 0.0% | +100.0% | 0.004% | |
