5/27/2025 | Jacobi Capital Management LLC | 4,213 | $285K | 0.0% | N/A | 0.001% | |
5/27/2025 | Advisors Capital Management LLC | 7,357 | $498K | 0.0% | +88.7% | 0.001% | |
5/21/2025 | Westbourne Investments Inc. | 7,450 | $504K | 0.3% | N/A | 0.001% | |
5/21/2025 | Geneos Wealth Management Inc. | 5,834 | $395K | 0.0% | +66.8% | 0.001% | |
5/21/2025 | IFM Investors Pty Ltd | 110,362 | $7.47M | 0.1% | +11.4% | 0.017% | |
5/20/2025 | Belpointe Asset Management LLC | 7,645 | $518K | 0.0% | +6.9% | 0.001% | |
5/20/2025 | Intech Investment Management LLC | 190,725 | $12.91M | 0.1% | -31.7% | 0.029% | |
5/20/2025 | Focus Partners Wealth | 40,038 | $2.71M | 0.0% | +19.5% | 0.006% | |
5/20/2025 | Integrity Alliance LLC. | 8,168 | $553K | 0.0% | N/A | 0.001% | |
5/20/2025 | Glenview Trust co | 5,087 | $344K | 0.0% | -3.3% | 0.001% | |
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5/19/2025 | Advisory Alpha LLC | 3,465 | $235K | 0.0% | N/A | 0.001% | |
5/19/2025 | Alaethes Wealth LLC | 32,320 | $2.19M | 0.8% | +2.3% | 0.005% | |
5/19/2025 | SCS Capital Management LLC | 9,147 | $619K | 0.0% | N/A | 0.001% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 6,161,947 | $417.10M | 0.1% | -3.2% | 0.932% | |
5/16/2025 | Woodline Partners LP | 56,243 | $3.81M | 0.0% | +40.7% | 0.009% | |
5/16/2025 | Zurich Insurance Group Ltd FI | 553,140 | $37.44M | 0.3% | N/A | 0.084% | |
5/16/2025 | Empowered Funds LLC | 90,976 | $6.16M | 0.1% | -63.0% | 0.014% | |
5/16/2025 | MBB Public Markets I LLC | 5,117 | $346K | 0.0% | N/A | 0.001% | |
5/16/2025 | Ascent Group LLC | 18,740 | $1.27M | 0.1% | -1.9% | 0.003% | |
5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 27,470 | $1.86M | 0.1% | -1.5% | 0.004% | |
5/16/2025 | Great Lakes Advisors LLC | 10,957 | $742K | 0.0% | +8.9% | 0.002% | |
5/16/2025 | Strait & Sound Wealth Management LLC | 3,274 | $222K | 0.1% | -26.8% | 0.000% | |
5/16/2025 | Caxton Associates LLP | 7,101 | $481K | 0.0% | N/A | 0.001% | |
5/16/2025 | Sciencast Management LP | 9,943 | $673K | 0.2% | -65.9% | 0.002% | |
5/16/2025 | Voleon Capital Management LP | 13,379 | $906K | 0.1% | N/A | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 9,669 | $654K | 0.0% | +7.9% | 0.001% | |
5/16/2025 | Jones Financial Companies Lllp | 966 | $67K | 0.0% | -96.2% | 0.000% | |
5/16/2025 | Coordinated Financial Services Inc. CO | 4,628 | $313K | 0.2% | N/A | 0.001% | |
5/16/2025 | Teza Capital Management LLC | 6,041 | $409K | 0.2% | N/A | 0.001% | |
5/16/2025 | USS Investment Management Ltd | 102,241 | $6.92M | 0.1% | -27.4% | 0.015% | |
5/16/2025 | UniSuper Management Pty Ltd | 56,594 | $3.83M | 0.0% | -1.7% | 0.009% | |
5/16/2025 | Samlyn Capital LLC | 1,716,780 | $116.21M | 1.7% | +66.1% | 0.260% | |
5/16/2025 | Polar Asset Management Partners Inc. | 29,200 | $1.98M | 0.0% | N/A | 0.004% | |
5/16/2025 | Nissay Asset Management Corp Japan ADV | 86,431 | $5.85M | 0.0% | +1.2% | 0.013% | |
5/16/2025 | NatWest Group plc | 99,995 | $6.77M | 2.0% | N/A | 0.015% | |
5/16/2025 | NewEdge Advisors LLC | 87,237 | $5.91M | 0.0% | +25.2% | 0.013% | |
5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 118,377 | $8.01M | 0.0% | +38.5% | 0.018% | |
5/16/2025 | Integrated Wealth Concepts LLC | 31,382 | $2.12M | 0.0% | -8.4% | 0.005% | |
5/16/2025 | Gotham Asset Management LLC | 175,694 | $11.89M | 0.1% | +21.7% | 0.027% | |
5/16/2025 | DoubleLine ETF Adviser LP | 30,656 | $2.08M | 0.7% | -17.9% | 0.005% | |
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…
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5/16/2025 | Cinctive Capital Management LP | 7,891 | $534K | 0.0% | -62.5% | 0.001% | |
5/16/2025 | Alliancebernstein L.P. | 911,621 | $61.71M | 0.0% | +18.0% | 0.138% | |
5/16/2025 | AQR Capital Management LLC | 3,987,931 | $269.94M | 0.3% | -14.0% | 0.603% | |
5/16/2025 | Advisors Asset Management Inc. | 9,309 | $630K | 0.0% | +10.2% | 0.001% | |
5/16/2025 | Alyeska Investment Group L.P. | 4,084,584 | $276.49M | 1.1% | +101.7% | 0.618% | |
5/16/2025 | Ancora Advisors LLC | 3,319 | $225K | 0.0% | -10.0% | 0.001% | |
5/16/2025 | Amundi | 3,881,463 | $271.98M | 0.1% | -1.6% | 0.587% | |
5/16/2025 | Aprio Wealth Management LLC | 3,880 | $263K | 0.0% | N/A | 0.001% | |
5/16/2025 | Adage Capital Partners GP L.L.C. | 1,271,100 | $86.04M | 0.2% | +56.2% | 0.192% | |
5/15/2025 | Federation des caisses Desjardins du Quebec | 167,649 | $11.35M | 0.1% | -30.3% | 0.025% | |
5/15/2025 | Dark Forest Capital Management LP | 58,572 | $3.97M | 0.2% | N/A | 0.009% | |
5/15/2025 | EP Wealth Advisors LLC | 12,691 | $859K | 0.0% | -6.0% | 0.002% | |
5/15/2025 | Ashton Thomas Securities LLC | 3,125 | $211K | 0.1% | N/A | 0.000% | |
5/15/2025 | GW Henssler & Associates Ltd. | 9,874 | $668K | 0.0% | -8.4% | 0.001% | |
5/15/2025 | 1248 Management LLC | 7,066 | $478K | 0.3% | N/A | 0.001% | |
5/15/2025 | Focus Partners Advisor Solutions LLC | 3,639 | $246K | 0.0% | -49.6% | 0.001% | |
5/15/2025 | Flputnam Investment Management Co. | 245,728 | $16.63M | 0.3% | +41.2% | 0.037% | |
5/15/2025 | Royal Bank of Canada | 2,012,213 | $136.21M | 0.0% | -5.4% | 0.304% | |
5/15/2025 | MAI Capital Management | 48,871 | $3.31M | 0.0% | -3.5% | 0.007% | |
5/15/2025 | Calton & Associates Inc. | 7,105 | $481K | 0.1% | N/A | 0.001% | |
5/15/2025 | Nomura Holdings Inc. | 460,278 | $31.16M | 0.1% | +38.6% | 0.070% | |
5/15/2025 | Night Squared LP | 14,973 | $1.01M | 0.6% | N/A | 0.002% | |
5/15/2025 | Junto Capital Management LP | 3,680,995 | $249.17M | 5.2% | -14.8% | 0.557% | |
5/15/2025 | Baird Financial Group Inc. | 194,354 | $13.16M | 0.0% | +2.1% | 0.029% | |
5/15/2025 | Pinnacle Wealth Planning Services Inc. | 3,069 | $208K | 0.0% | N/A | 0.000% | |
5/15/2025 | Panagora Asset Management Inc. | 844,008 | $57.13M | 0.3% | -64.5% | 0.128% | |
5/15/2025 | Aperture Investors LLC | 46,723 | $3.16M | 0.4% | +47.8% | 0.007% | |
5/15/2025 | Vident Advisory LLC | 49,884 | $3.38M | 0.0% | +135.3% | 0.008% | |
5/15/2025 | Evergreen Capital Management LLC | 7,021 | $475K | 0.0% | +10.1% | 0.001% | |
5/15/2025 | The Manufacturers Life Insurance Company | 392,792 | $26.59M | 0.0% | +0.2% | 0.059% | |
5/15/2025 | Canada Pension Plan Investment Board | 1,087,273 | $73.60M | 0.1% | -39.3% | 0.165% | |
5/15/2025 | GKV Capital Management Co. Inc. | 559 | $38K | 0.0% | N/A | 0.000% | |
5/15/2025 | Te Ahumairangi Investment Management Ltd | 118,479 | $8.02M | 1.7% | -14.1% | 0.018% | |
5/15/2025 | WPG Advisers LLC | 770 | $52K | 0.0% | N/A | 0.000% | |
5/15/2025 | State of Wyoming | 1,518 | $103K | 0.0% | +15.2% | 0.000% | |
5/15/2025 | Lansforsakringar Fondforvaltning AB publ | 6,007 | $407K | 0.0% | +4.7% | 0.001% | |
5/15/2025 | MYDA Advisors LLC | 16,000 | $1.08M | 0.2% | N/A | 0.002% | |
5/15/2025 | Oarsman Capital Inc. | 42,891 | $2.90M | 0.5% | +5.7% | 0.006% | |
5/15/2025 | OMERS ADMINISTRATION Corp | 53,901 | $3.65M | 0.0% | -19.8% | 0.008% | |
5/15/2025 | Earnest Partners LLC | 2,988 | $202K | 0.0% | -14.5% | 0.000% | |
5/15/2025 | Eisler Capital Management Ltd. | 167,555 | $11.35M | 0.1% | +85.2% | 0.025% | |
5/14/2025 | B. Metzler seel. Sohn & Co. AG | 30,798 | $2.09M | 0.0% | -1.0% | 0.005% | |
5/14/2025 | Transamerica Financial Advisors LLC | 904 | $62K | 0.0% | +6,853.8% | 0.000% | |
5/14/2025 | Ieq Capital LLC | 3,124 | $211K | 0.0% | -90.4% | 0.000% | |
5/14/2025 | CreativeOne Wealth LLC | 8,328 | $564K | 0.0% | -26.1% | 0.001% | |
5/14/2025 | Redwood Investment Management LLC | 20,109 | $1.36M | 0.1% | N/A | 0.003% | |
5/14/2025 | Gabelli Funds LLC | 155,500 | $10.53M | 0.1% | -1.1% | 0.024% | |
5/14/2025 | Rafferty Asset Management LLC | 50,649 | $3.43M | 0.0% | -21.5% | 0.008% | |
5/14/2025 | Altrinsic Global Advisors LLC | 200,579 | $13.58M | 0.7% | -15.9% | 0.030% | |
5/14/2025 | Caisse DE Depot ET Placement DU Quebec | 1,039,349 | $70.35M | 0.1% | -69.0% | 0.157% | |
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 | Corebridge Financial Inc. | 152,944 | $10.35M | 0.1% | -2.9% | 0.023% | |
5/14/2025 | Islay Capital Management LLC | 19,605 | $1.33M | 0.9% | +30.5% | 0.003% | |
5/14/2025 | Comerica Bank | 116,711 | $7.90M | 0.0% | -2.6% | 0.018% | |
5/14/2025 | Freedom Investment Management Inc. | 5,164 | $350K | 0.0% | -5.6% | 0.001% | |
5/14/2025 | Synovus Financial Corp | 15,953 | $1.08M | 0.0% | +44.8% | 0.002% | |
5/14/2025 | MetLife Investment Management LLC | 172,863 | $11.70M | 0.1% | -1.9% | 0.026% | |
5/14/2025 | ICONIQ Capital LLC | 7,531 | $510K | 0.0% | +30.3% | 0.001% | |
5/14/2025 | APG Asset Management N.V. | 365,900 | $22.93M | 0.1% | -0.2% | 0.055% | |
5/14/2025 | Smartleaf Asset Management LLC | 8,394 | $560K | 0.1% | -10.5% | 0.001% | |
5/14/2025 | Bahl & Gaynor Inc. | 44,053 | $2.98M | 0.0% | -0.9% | 0.007% | |