| 7/10/2026 | Wedge Capital Management L L P NC | 81,819 | $4.99M | 0.1% | -0.5% | 0.071% | |
| 7/10/2026 | Diversified Management Inc. | 3,466 | $211K | 0.0% | -89.4% | 0.003% | |
| 7/7/2026 | GAMMA Investing LLC | 2,273 | $139K | 0.0% | +25.4% | 0.002% | |
| 7/7/2026 | Harbor Investment Advisory LLC | 2,868 | $175K | 0.0% | -23.8% | 0.002% | |
| 7/2/2026 | Versant Capital Management Inc | 744 | $45K | 0.0% | -23.9% | 0.001% | |
| 6/3/2026 | NewEdge Advisors LLC | 8,985 | $481K | 0.0% | -3.1% | 0.008% | |
| 5/21/2026 | Argent Capital Management LLC | 465,727 | $24.91M | 0.8% | -42.2% | 0.403% | |
| 5/21/2026 | Essential Partners LLC | 1,722 | $92K | 0.0% | +49.7% | 0.001% | |
| 5/19/2026 | Ariadne Wealth Management LP | 3,763 | $201K | 0.1% | +7.3% | 0.003% | |
| 5/19/2026 | Bank of America Corp DE | 843,912 | $45.14M | 0.0% | +117.8% | 0.730% | |
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| 5/19/2026 | Janus Henderson Group PLC | 2,729,862 | $146.03M | 0.1% | +7.7% | 2.363% | |
| 5/19/2026 | Bull Harbor Capital LLC | 7,251 | $388K | 0.1% | N/A | 0.006% | |
| 5/18/2026 | Amundi | 20,711 | $1.11M | 0.0% | +134.7% | 0.018% | |
| 5/18/2026 | EverSource Wealth Advisors LLC | 3,576 | $191K | 0.0% | +39.1% | 0.003% | |
| 5/18/2026 | California State Teachers Retirement System | 140,981 | $7.54M | 0.0% | +25.3% | 0.122% | |
| 5/18/2026 | Royal Bank of Canada | 947,491 | $50.68M | 0.0% | -8.3% | 0.820% | |
| 5/18/2026 | Empowered Funds LLC | 51,552 | $2.76M | 0.0% | -20.6% | 0.045% | |
| 5/16/2026 | The Manufacturers Life Insurance Company | 37,962 | $2.03M | 0.0% | +73.8% | 0.033% | |
| 5/16/2026 | Quantinno Capital Management LP | 271,816 | $14.54M | 0.0% | +46.9% | 0.235% | |
| 5/16/2026 | Lazard Asset Management LLC | 68,360 | $3.66M | 0.0% | +114.2% | 0.059% | |
| 5/15/2026 | Weiss Asset Management LP | 12,115 | $648K | 0.0% | N/A | 0.010% | |
| 5/15/2026 | Entropy Technologies LP | 14,934 | $799K | 0.0% | +4.2% | 0.013% | |
| 5/14/2026 | Hilltop Holdings Inc. | 28,903 | $1.55M | 0.1% | -11.3% | 0.025% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 40,769 | $2.18M | 0.0% | +5.6% | 0.035% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 2,268,319 | $121.33M | 0.1% | -1.8% | 1.963% | |
| 5/14/2026 | Caxton Associates LLP | 36,181 | $1.94M | 0.0% | +3.7% | 0.031% | |
| 5/14/2026 | Sei Investments Co. | 233,014 | $12.46M | 0.0% | +6.6% | 0.202% | |
| 5/14/2026 | Lido Advisors LLC | 101,679 | $5.44M | 0.0% | -30.6% | 0.088% | |
| 5/14/2026 | State of Wyoming | 10,008 | $535K | 0.1% | +32.4% | 0.009% | |
| 5/13/2026 | Cetera Investment Advisers | 73,638 | $3.94M | 0.0% | +3.2% | 0.064% | |
| 5/13/2026 | First Trust Advisors LP | 946,306 | $50.62M | 0.0% | -9.4% | 0.819% | |
| 5/7/2026 | Meeder Advisory Services Inc. | 4,029 | $216K | 0.0% | N/A | 0.003% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 4,342,241 | $232.26M | 0.0% | +7.6% | 3.759% | |
| 5/7/2026 | Swiss National Bank | 233,000 | $12.46M | 0.0% | -0.6% | 0.202% | |
| 5/6/2026 | Aviance Capital Partners LLC | 33,293 | $1.78M | 0.2% | +0.9% | 0.029% | |
| 5/6/2026 | IMA Advisory Services Inc. | 50,636 | $2.71M | 0.3% | -6.1% | 0.044% | |
| 5/6/2026 | California Public Employees Retirement System | 266,073 | $14.23M | 0.0% | +13.0% | 0.230% | |
| 5/6/2026 | Kera Capital Partners Inc. | 4,350 | $233K | 0.0% | +38.2% | 0.004% | |
| 5/6/2026 | Assetmark Inc. | 12,333 | $660K | 0.0% | +10.7% | 0.011% | |
| 5/6/2026 | Financiere des Professionnels Fonds d investissement inc. | 30,614 | $1.64M | 0.1% | N/A | 0.026% | |
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| 5/6/2026 | Allspring Global Investments Holdings LLC | 6,612 | $357K | 0.0% | -97.5% | 0.006% | |
| 5/6/2026 | Prosperity Consulting Group LLC | 8,640 | $462K | 0.0% | +4.3% | 0.007% | |
| 5/5/2026 | D.A. Davidson & CO. | 53,718 | $2.87M | 0.0% | +38.1% | 0.046% | |
| 5/5/2026 | Bank of New York Mellon Corp | 1,061,798 | $56.80M | 0.0% | +0.9% | 0.906% | |
| 5/5/2026 | Illinois Municipal Retirement Fund | 104,527 | $5.59M | 0.1% | +37.6% | 0.089% | |
| 5/5/2026 | Sanctuary Advisors LLC | 10,778 | $576K | 0.0% | +10.4% | 0.009% | |
| 5/5/2026 | Hillsdale Investment Management Inc. | 1,180 | $63K | 0.0% | +37.2% | 0.001% | |
| 5/4/2026 | Principal Financial Group Inc. | 497,107 | $26.59M | 0.0% | -3.1% | 0.424% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 11,353 | $607K | 0.0% | +141.6% | 0.010% | |
| 5/4/2026 | Arbejdsmarkedets Tillaegspension | 475,715 | $25.45M | 0.6% | +31.9% | 0.406% | |
| 5/2/2026 | Diversify Wealth Management LLC | 7,396 | $428K | 0.0% | N/A | 0.006% | |
| 5/1/2026 | Fifth Third Bancorp | 28,851 | $1.54M | 0.0% | +137,285.7% | 0.025% | |
| 5/1/2026 | Barnett & Company Inc. | 112,790 | $6.03M | 4.7% | +0.6% | 0.096% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 6,789 | $363K | 0.0% | -55.3% | 0.006% | |
| 4/30/2026 | Hsbc Holdings PLC | 18,753 | $1.00M | 0.0% | -55.4% | 0.016% | |
| 4/30/2026 | Sumitomo Mitsui Trust Group Inc. | 18,463 | $988K | 0.0% | -3.9% | 0.016% | |
| 4/30/2026 | Seelaus Asset Management LLC | 15,551 | $832K | 0.6% | +6.9% | 0.013% | |
| 4/30/2026 | Taylor Frigon Capital Management LLC | 35,339 | $1.89M | 1.1% | -4.1% | 0.030% | |
| 4/30/2026 | Frank Rimerman Advisors LLC | 9,979 | $534K | 0.0% | -40.8% | 0.009% | |
| 4/29/2026 | R Squared Ltd | 4,438 | $237K | 0.1% | N/A | 0.004% | |
| 4/29/2026 | Burney Co. | 17,174 | $919K | 0.0% | -46.0% | 0.015% | |
| 4/29/2026 | Integrated Advisors Network LLC | 6,014 | $322K | 0.0% | -30.6% | 0.005% | |
| 4/28/2026 | Stephens Inc. AR | 6,546 | $350K | 0.0% | +47.4% | 0.006% | |
| 4/28/2026 | QRG Capital Management Inc. | 48,167 | $2.58M | 0.0% | -10.6% | 0.041% | |
| 4/27/2026 | HB Wealth Management LLC | 4,726 | $253K | 0.0% | N/A | 0.004% | |
| 4/27/2026 | New York State Teachers Retirement System | 11,131 | $595K | 0.0% | +1.7% | 0.010% | |
| 4/27/2026 | Private Advisor Group LLC | 6,228 | $333K | 0.0% | -12.5% | 0.005% | |
| 4/27/2026 | Optas LLC | 4,712 | $252K | 0.0% | N/A | 0.004% | |
| 4/27/2026 | Y Intercept Hong Kong Ltd | 57,053 | $3.05M | 0.1% | -11.7% | 0.049% | |
| 4/24/2026 | Root Financial Partners LLC | 1,222 | $65K | 0.0% | +128.4% | 0.001% | |
| 4/24/2026 | Essex Financial Services Inc. | 3,884 | $208K | 0.0% | -8.0% | 0.003% | |
| 4/24/2026 | Fulton Bank N.A. | 9,249 | $495K | 0.0% | -3.1% | 0.008% | |
| 4/24/2026 | MQS Management LLC | 5,402 | $289K | 0.2% | N/A | 0.005% | |
| 4/23/2026 | SageGuard Financial Group LLC | 5,825 | $312K | 0.0% | +39.6% | 0.005% | |
| 4/22/2026 | Janney Montgomery Scott LLC | 483,729 | $25.88M | 0.1% | +1.5% | 0.413% | |
| 4/22/2026 | Pictet Asset Management Holding SA | 18,979 | $1.02M | 0.0% | +8.3% | 0.016% | |
| 4/22/2026 | Sterling Capital Management LLC | 3,950 | $211K | 0.0% | -43.9% | 0.003% | |
| 4/20/2026 | Kestra Private Wealth Services LLC | 16,634 | $890K | 0.0% | +2.0% | 0.014% | |
| 4/17/2026 | Krilogy Financial LLC | 10,909 | $629K | 0.0% | +194.6% | 0.009% | |
| 4/17/2026 | AdvisorNet Financial Inc | 613 | $33K | 0.0% | -56.0% | 0.001% | |
| 4/16/2026 | SG Americas Securities LLC | 8,648 | $463K | 0.0% | -21.7% | 0.007% | |
| 3/20/2026 | Hsbc Holdings PLC | 42,049 | $2.84M | 0.0% | -80.0% | 0.036% | |
| 3/9/2026 | Corient Private Wealth LLC | 44,100 | $2.98M | 0.0% | +55.2% | 0.038% | |
| 3/6/2026 | Hsbc Holdings PLC | 42,049 | $2.84M | 0.0% | -80.0% | 0.036% | |
| 2/25/2026 | Tempo Wealth LLC | 3,199 | $216K | 0.0% | N/A | 0.003% | |
| 2/24/2026 | DGS Capital Management LLC | 5,808 | $392K | 0.1% | N/A | 0.005% | |
| 2/23/2026 | Beaird Harris Wealth Management LLC | 1,200 | $81K | 0.0% | N/A | 0.001% | |
| 2/23/2026 | Kera Capital Partners Inc. | 3,147 | $206K | 0.0% | N/A | 0.003% | |
| 2/19/2026 | Mcguire Capital Advisors Inc. | 5,573 | $376K | 0.2% | N/A | 0.005% | |
| 2/19/2026 | Invesco Ltd. | 243,288 | $16.43M | 0.0% | -20.3% | 0.208% | |
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Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business. Watch the full investigation and decide for yourself |
| 2/19/2026 | Corient Private Wealth LLC | 69,722 | $4.71M | 0.0% | +145.4% | 0.060% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 51,645 | $3.49M | 0.0% | +38.2% | 0.044% | |
| 2/18/2026 | Mackenzie Financial Corp | 23,038 | $1.56M | 0.0% | +3.2% | 0.020% | |
| 2/18/2026 | NewEdge Advisors LLC | 9,269 | $626K | 0.0% | +10.6% | 0.008% | |
| 2/18/2026 | Empowered Funds LLC | 64,939 | $4.39M | 0.0% | -13.6% | 0.055% | |
| 2/18/2026 | Wellington Management Group LLP | 315,006 | $21.28M | 0.0% | -30.4% | 0.269% | |
| 2/18/2026 | SummitTX Capital L.P. | 18,445 | $1.25M | 0.0% | +107.7% | 0.016% | |
| 2/18/2026 | Susquehanna Fundamental Investments LLC | 238,653 | $16.12M | 0.5% | +1,328.6% | 0.204% | |
| 2/18/2026 | Miller Value Partners LLC | 82,941 | $5.60M | 2.0% | -9.8% | 0.071% | |
| 2/18/2026 | Man Group plc | 33,383 | $2.26M | 0.0% | -55.3% | 0.028% | |