| 10/14/2026 | First Citizens Bank & Trust Co. | 2,265 | $692K | 0.0% | -37.5% | 0.005% | |
| 10/13/2026 | Fragasso Financial Advisors Inc | 3,770 | $1.13M | 0.1% | +1.3% | 0.008% | |
| 10/13/2026 | Avior Wealth Management LLC | 1,015 | $310K | 0.0% | -49.5% | 0.002% | |
| 10/9/2026 | GAMMA Investing LLC | 1,854 | $566K | 0.0% | +20.5% | 0.004% | |
| 10/8/2026 | Farther Finance Advisors LLC | 1,002 | $306K | 0.0% | +4.7% | 0.002% | |
| 10/8/2026 | Artemis Investment Management LLP | 460,389 | $140.66M | 1.1% | +23.2% | 1.005% | |
| 10/6/2026 | Bank of New Hampshire | 11,182 | $3.42M | 0.7% | -4.1% | 0.024% | |
| 10/2/2026 | CX Institutional | 492 | $150K | 0.0% | -9.1% | 0.001% | |
| 10/2/2026 | Private Client Services LLC | 1,025 | $313K | 0.1% | N/A | 0.002% | |
| 10/2/2026 | Versant Capital Management Inc | 469 | $143K | 0.0% | +8.1% | 0.001% | |
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| 9/23/2026 | QRG Capital Management Inc. | 27,400 | $8.49M | 0.1% | +75.3% | 0.060% | |
| 9/23/2026 | Envestnet Portfolio Solutions Inc. | 6,030 | $1.87M | 0.0% | +36.1% | 0.013% | |
| 9/9/2026 | Sequoia Financial Advisors LLC | 4,739 | $1.47M | 0.0% | -21.2% | 0.010% | |
| 9/9/2026 | Tidal Investments LLC | 78,419 | $24.31M | 0.0% | +47.9% | 0.170% | |
| 9/9/2026 | WINTON GROUP Ltd | 8,880 | $2.75M | 0.1% | -62.2% | 0.019% | |
| 9/9/2026 | Engineers Gate Manager LP | 10,458 | $3.24M | 0.0% | -76.4% | 0.023% | |
| 9/9/2026 | Integrated Wealth Concepts LLC | 430 | $133K | 0.0% | -84.1% | 0.001% | |
| 9/9/2026 | Hedeker Wealth LLC | 7,394 | $2.29M | 0.4% | -0.8% | 0.016% | |
| 9/9/2026 | IFP Advisors Inc | 548 | $170K | 0.0% | -15.4% | 0.001% | |
| 9/8/2026 | Allworth Financial LP | 414 | $128K | 0.0% | -42.1% | 0.001% | |
| 9/8/2026 | Vulcan Value Partners LLC | 96,258 | $29.84M | 0.9% | -12.1% | 0.209% | |
| 9/8/2026 | Arizona State Retirement System | 12,928 | $4.01M | 0.0% | -0.3% | 0.028% | |
| 9/8/2026 | Empirical Finance LLC | 1,856 | $575K | 0.0% | N/A | 0.004% | |
| 9/8/2026 | Nykredit A S | 1,682 | $521K | 0.0% | N/A | 0.004% | |
| 8/27/2026 | Corient Private Wealth LP | 51,838 | $16.07M | 0.0% | -30.9% | 0.113% | |
| 8/26/2026 | Amundi | 41,161 | $12.76M | 0.0% | -49.7% | 0.089% | |
| 8/26/2026 | HighTower Advisors LLC | 4,068 | $1.26M | 0.0% | -19.3% | 0.009% | |
| 8/25/2026 | Groupe la Francaise | 1,766 | $547K | 0.0% | +6.2% | 0.004% | |
| 8/25/2026 | VIRGINIA RETIREMENT SYSTEMS ET Al | 3,710 | $1.15M | 0.0% | N/A | 0.008% | |
| 8/23/2026 | HB Wealth Management LLC | 982 | $304K | 0.0% | -28.9% | 0.002% | |
| 8/22/2026 | AlphaGrep UK Ltd | 1,907 | $591K | 0.2% | N/A | 0.004% | |
| 8/22/2026 | denkapparat Operations GmbH | 5,944 | $1.84M | 0.6% | +24.8% | 0.013% | |
| 8/22/2026 | Concurrent Investment Advisors LLC | 30,083 | $9.32M | 0.1% | +0.2% | 0.065% | |
| 8/22/2026 | NEOS Investment Management LLC | 10,015 | $3.10M | 0.0% | +16.2% | 0.022% | |
| 8/21/2026 | Smallwood Wealth Investment Management LLC | 637 | $197K | 0.1% | -21.9% | 0.001% | |
| 8/21/2026 | Nykredit A S | 1,682 | $521K | 0.0% | N/A | 0.004% | |
| 8/20/2026 | BTG Pactual Asset Management US LLC | 1,009 | $313K | 0.0% | N/A | 0.002% | |
| 8/20/2026 | Camelot Portfolios LLC | 900 | $279K | 0.2% | -18.2% | 0.002% | |
| 8/20/2026 | Alyeska Investment Group L.P. | 34,969 | $10.84M | 0.0% | N/A | 0.076% | |
| 8/20/2026 | Northwestern Mutual Wealth Management Co. | 2,485 | $770K | 0.0% | -37.6% | 0.005% | |
Trump’s issues shocking Executive Order on U.S. Dollar (Ad) Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered.
Buried inside is what some call the legal groundwork for the biggest change to American money in over a century, with a key Treasury vote potentially as soon as January 18.
Ian King, Chief Strategist at Strategic Fortunes, breaks down what the order could mean for the dollar and the financial system. Read the full breakdown of Executive Order 14178 now |
| 8/20/2026 | Greenleaf Trust | 2,009 | $623K | 0.0% | -2.7% | 0.004% | |
| 8/19/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 178,611 | $55.36M | 0.0% | -3.1% | 0.388% | |
| 8/19/2026 | Royal London Asset Management Ltd. | 125,077 | $38.77M | 0.1% | -1.0% | 0.272% | |
| 8/19/2026 | Hsbc Holdings PLC | 5,138 | $1.59M | 0.0% | +14.5% | 0.011% | |
| 8/19/2026 | Tandem Capital Management Corp ADV | 12,987 | $4.03M | 1.8% | -0.6% | 0.028% | |
| 8/19/2026 | Wellington Management Group LLP | 37,866 | $11.74M | 0.0% | -85.0% | 0.082% | |
| 8/18/2026 | Beacon Pointe Advisors LLC | 3,198 | $991K | 0.0% | N/A | 0.007% | |
| 8/18/2026 | Empowered Funds LLC | 18,011 | $5.58M | 0.0% | N/A | 0.039% | |
| 8/18/2026 | United Capital Financial Advisors LLC | 1,702 | $528K | 0.0% | N/A | 0.004% | |
| 8/18/2026 | Caitlin John LLC | 1,181 | $366K | 0.2% | N/A | 0.003% | |
| 8/18/2026 | Jefferies Financial Group Inc. | 5,404 | $1.68M | 0.0% | N/A | 0.012% | |
| 8/18/2026 | Public Employees Retirement System of Ohio | 36,810 | $11.41M | 0.0% | N/A | 0.080% | |
| 8/17/2026 | Capstone Investment Advisors LLC | 3,017 | $935K | 0.0% | N/A | 0.007% | |
| 8/17/2026 | Transamerica Financial Advisors LLC | 290 | $90K | 0.0% | N/A | 0.001% | |
| 8/17/2026 | Corient Private Wealth LP | 50,247 | $15.57M | 0.0% | N/A | 0.109% | |
| 8/17/2026 | Bamco Inc. NY | 151,040 | $46.82M | 0.1% | N/A | 0.328% | |
| 8/17/2026 | Bank of America Corp DE | 270,338 | $83.79M | 0.0% | N/A | 0.588% | |
| 8/15/2026 | Man Group plc | 35,343 | $10.96M | 0.0% | N/A | 0.077% | |
| 8/15/2026 | Jupiter Topco LLC | 87,514 | $27.14M | 0.0% | N/A | 0.190% | |
| 8/14/2026 | Hsbc Holdings PLC | 5,138 | $1.59M | 0.0% | N/A | 0.011% | |
| 8/14/2026 | Cooper Haims Advisors LLC | 685 | $212K | 0.1% | N/A | 0.001% | |
| 8/14/2026 | Canada Pension Plan Investment Board | 68,540 | $21.24M | 0.0% | N/A | 0.149% | |
| 8/14/2026 | Castleark Management LLC | 1,720 | $533K | 0.0% | N/A | 0.004% | |
| 8/14/2026 | Nicholas Investment Partners LP | 1,702 | $528K | 0.0% | N/A | 0.004% | |
| 8/14/2026 | Legal & General Group Plc | 124,291 | $38.52M | 0.0% | N/A | 0.270% | |
| 8/14/2026 | The Manufacturers Life Insurance Company | 27,673 | $8.58M | 0.0% | N/A | 0.060% | |
| 8/14/2026 | Algert Global LLC | 24,573 | $7.62M | 0.1% | -3.6% | 0.053% | |
| 8/13/2026 | Ranger Investment Management L.P. | 70,269 | $21.78M | 1.4% | N/A | 0.153% | |
| 8/13/2026 | Sanctuary Advisors LLC | 3,409 | $1.06M | 0.0% | N/A | 0.007% | |
| 8/13/2026 | Connor Clark & Lunn Investment Management Ltd. | 1,593 | $494K | 0.0% | N/A | 0.003% | |
| 8/13/2026 | Meiji Yasuda Asset Management Co Ltd. | 1,074 | $333K | 0.0% | N/A | 0.002% | |
| 8/13/2026 | Globeflex Capital L P | 1,117 | $346K | 0.0% | N/A | 0.002% | |
| 8/12/2026 | Vista Investment Management | 3,497 | $1.08M | 0.3% | N/A | 0.008% | |
| 8/12/2026 | Commerce Bank | 719 | $223K | 0.0% | N/A | 0.002% | |
| 8/12/2026 | Northwestern Mutual Wealth Management Co. | 2,485 | $770K | 0.0% | N/A | 0.005% | |
| 8/12/2026 | Evolve Private Wealth LLC | 7,970 | $2.47M | 0.2% | N/A | 0.017% | |
| 8/12/2026 | Westpac Banking Corp | 3,522 | $1.09M | 0.1% | N/A | 0.008% | |
| 8/12/2026 | William Blair Investment Management LLC | 71,852 | $22.27M | 0.1% | N/A | 0.156% | |
| 8/12/2026 | Rakuten Securities Inc. | 202 | $63K | 0.0% | N/A | 0.000% | |
| 8/12/2026 | Callan Family Office LLC | 7,825 | $2.43M | 0.0% | N/A | 0.017% | |
| 8/11/2026 | Paralel Advisors LLC | 7,603 | $2.36M | 0.1% | N/A | 0.017% | |
| 8/11/2026 | Allworth Financial LP | 414 | $128K | 0.0% | N/A | 0.001% | |
| 8/11/2026 | NFJ Investment Group LLC | 45,136 | $13.99M | 0.5% | N/A | 0.098% | |
| 8/11/2026 | Silvant Capital Management LLC | 14,833 | $4.60M | 0.1% | N/A | 0.032% | |
| 8/11/2026 | Advisors Capital Management LLC | 31,385 | $9.73M | 0.1% | N/A | 0.068% | |
| 8/11/2026 | Trillium Asset Management LLC | 88,575 | $27.46M | 0.8% | N/A | 0.193% | |
| 8/11/2026 | Vise Technologies Inc. | 937 | $290K | 0.0% | N/A | 0.002% | |
| 8/10/2026 | Johnson Financial Group Inc. | 109 | $34K | 0.0% | N/A | 0.000% | |
| 8/10/2026 | NewEdge Wealth LLC | 2,142 | $664K | 0.0% | N/A | 0.005% | |
| 8/10/2026 | Great Lakes Advisors LLC | 1,569 | $486K | 0.0% | N/A | 0.003% | |
A new income category is drawing serious money - here's why (Ad) Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the eye-popping yields are fueling a boom among everyday investors. Three years ago, barely a dozen of these funds existed - today there are more than 100, holding over $140 billion.
These funds trade on the NYSE and NASDAQ and are built to generate monthly income. Some investors are targeting $5,000 a month with roughly one-tenth of the nest egg Wall Street says you need. Watch the short briefing to see how this income approach works |
| 8/10/2026 | Danske Bank A S | 35,791 | $11.09M | 0.0% | N/A | 0.078% | |
| 8/10/2026 | Diversify Advisory Services LLC | 2,251 | $750K | 0.0% | N/A | 0.005% | |
| 8/8/2026 | First National Bank of Omaha | 8,822 | $2.73M | 0.1% | N/A | 0.019% | |
| 8/8/2026 | Equity Investment Corp | 261,514 | $81.06M | 1.5% | N/A | 0.568% | |
| 8/8/2026 | Meeder Advisory Services Inc. | 1,088 | $337K | 0.0% | N/A | 0.002% | |
| 8/8/2026 | Meeder Asset Management Inc. | 2,551 | $791K | 0.0% | N/A | 0.006% | |
| 8/7/2026 | Citizens Financial Group Inc. RI | 887 | $275K | 0.0% | N/A | 0.002% | |
| 8/7/2026 | BlackRock Inc. | 4,666,603 | $1.45B | 0.0% | N/A | 10.143% | |
| 8/7/2026 | Occidental Asset Management LLC | 1,336 | $414K | 0.0% | N/A | 0.003% | |
| 8/7/2026 | Deutsche Bank AG | 20,984 | $6.50M | 0.0% | N/A | 0.046% | |