| 5/21/2025 | Acadian Asset Management LLC | 103,364 | $13.64M | 0.0% | +2.6% | 0.033% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 21,346 | $2.82M | 0.1% | +2.5% | 0.007% | |
| 5/21/2025 | IFM Investors Pty Ltd | 54,279 | $7.17M | 0.1% | +14.8% | 0.017% | |
| 5/20/2025 | Belpointe Asset Management LLC | 6,464 | $854K | 0.0% | -30.3% | 0.002% | |
| 5/20/2025 | Intech Investment Management LLC | 58,277 | $7.70M | 0.1% | +13.1% | 0.019% | |
| 5/20/2025 | Focus Partners Wealth | 46,854 | $6.19M | 0.0% | +37.0% | 0.015% | |
| 5/20/2025 | Integrity Alliance LLC. | 4,193 | $554K | 0.0% | N/A | 0.001% | |
| 5/20/2025 | Ransom Advisory Ltd | 322 | $43K | 0.0% | N/A | 0.000% | |
| 5/20/2025 | Anchor Investment Management LLC | 14,223 | $1.88M | 0.2% | +8.5% | 0.005% | |
| 5/20/2025 | Glenview Trust co | 50,729 | $6.70M | 0.1% | -2.5% | 0.016% | |
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| 5/20/2025 | Plato Investment Management Ltd | 3,367 | $449K | 0.0% | +12.5% | 0.001% | |
| 5/19/2025 | SageView Advisory Group LLC | 3,111 | $411K | 0.0% | +23.8% | 0.001% | |
| 5/19/2025 | Advisory Alpha LLC | 1,622 | $214K | 0.0% | N/A | 0.001% | |
| 5/19/2025 | Bayforest Capital Ltd | 4,237 | $560K | 0.2% | N/A | 0.001% | |
| 5/19/2025 | Alaethes Wealth LLC | 11,660 | $1.54M | 0.6% | +5.1% | 0.004% | |
| 5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 2,139,380 | $282.55M | 0.1% | +2.1% | 0.683% | |
| 5/16/2025 | Woodline Partners LP | 26,747 | $3.53M | 0.0% | +40.7% | 0.009% | |
| 5/16/2025 | Zurich Insurance Group Ltd FI | 176,210 | $23.27M | 0.2% | N/A | 0.056% | |
| 5/16/2025 | Empowered Funds LLC | 214,258 | $28.30M | 0.4% | -4.7% | 0.068% | |
| 5/16/2025 | MBB Public Markets I LLC | 2,368 | $313K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Ascent Group LLC | 6,800 | $898K | 0.0% | +19.1% | 0.002% | |
| 5/16/2025 | Meiji Yasuda Asset Management Co Ltd. | 5,346 | $706K | 0.0% | -1.8% | 0.002% | |
| 5/16/2025 | Great Lakes Advisors LLC | 1,999 | $264K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Strait & Sound Wealth Management LLC | 5,625 | $743K | 0.3% | +43.6% | 0.002% | |
| 5/16/2025 | Hamilton Capital LLC | 2,080 | $275K | 0.0% | +25.2% | 0.001% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 7,548 | $997K | 0.0% | +5.7% | 0.002% | |
| 5/16/2025 | Resources Management Corp CT ADV | 26,071 | $3.44M | 0.5% | -1.3% | 0.008% | |
| 5/16/2025 | Jones Financial Companies Lllp | 5,074 | $621K | 0.0% | -94.7% | 0.002% | |
| 5/16/2025 | UniSuper Management Pty Ltd | 27,587 | $3.64M | 0.0% | +2.2% | 0.009% | |
| 5/16/2025 | Uniplan Investment Counsel Inc. | 22,401 | $2.96M | 0.3% | -4.5% | 0.007% | |
| 5/16/2025 | Petrus Trust Company LTA | 2,566 | $339K | 0.0% | -38.2% | 0.001% | |
| 5/16/2025 | NewEdge Advisors LLC | 38,343 | $5.06M | 0.0% | +43.8% | 0.012% | |
| 5/16/2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 58,722 | $7.76M | 0.0% | +3.3% | 0.019% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 46,861 | $6.19M | 0.1% | +9.2% | 0.015% | |
| 5/16/2025 | Jacobs Levy Equity Management Inc. | 187,238 | $24.73M | 0.1% | -86.1% | 0.060% | |
| 5/16/2025 | KDT Advisors LLC | 2,085 | $275K | 0.4% | -21.2% | 0.001% | |
| 5/16/2025 | Hancock Whitney Corp | 46,474 | $6.14M | 0.2% | +8.9% | 0.015% | |
| 5/16/2025 | Encompass Capital Advisors LLC | 378,330 | $49.97M | 1.9% | N/A | 0.121% | |
| 5/16/2025 | Cinctive Capital Management LP | 64,772 | $8.55M | 0.7% | N/A | 0.021% | |
| 5/16/2025 | Corigliano Investment Advisers LLC | 46,500 | $6.14M | 2.7% | -31.6% | 0.015% | |
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| 5/16/2025 | Alliancebernstein L.P. | 504,397 | $66.62M | 0.0% | +4.3% | 0.161% | |
| 5/16/2025 | AQR Capital Management LLC | 1,413,182 | $186.50M | 0.2% | +81.2% | 0.451% | |
| 5/16/2025 | Advisors Asset Management Inc. | 78,301 | $10.34M | 0.2% | -3.1% | 0.025% | |
| 5/16/2025 | AlTi Global Inc. | 46,835 | $6.19M | 0.2% | -27.7% | 0.015% | |
| 5/16/2025 | Ancora Advisors LLC | 1,852 | $245K | 0.0% | -5.0% | 0.001% | |
| 5/16/2025 | Amundi | 2,304,246 | $304.32M | 0.1% | -7.4% | 0.736% | |
| 5/16/2025 | Adage Capital Partners GP L.L.C. | 238,900 | $31.55M | 0.1% | -2.8% | 0.076% | |
| 5/15/2025 | Federation des caisses Desjardins du Quebec | 76,800 | $10.14M | 0.1% | +2.4% | 0.025% | |
| 5/15/2025 | Perbak Capital Partners LLP | 2,741 | $362K | 0.3% | N/A | 0.001% | |
| 5/15/2025 | EP Wealth Advisors LLC | 193,087 | $25.50M | 0.2% | +3.8% | 0.062% | |
| 5/15/2025 | Cigna Investments Inc. New | 3,174 | $419K | 0.1% | -3.0% | 0.001% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 10,552 | $1.39M | 0.0% | +33.8% | 0.003% | |
| 5/15/2025 | Alamar Capital Management LLC | 9,796 | $1.29M | 0.8% | -3.8% | 0.003% | |
| 5/15/2025 | Flputnam Investment Management Co. | 10,654 | $1.41M | 0.0% | -8.1% | 0.003% | |
| 5/15/2025 | Energy Income Partners LLC | 10,812 | $1.43M | 0.0% | +2.2% | 0.003% | |
| 5/15/2025 | Quarry LP | 3,831 | $506K | 0.1% | +895.1% | 0.001% | |
| 5/15/2025 | DRW Securities LLC | 20,000 | $2.64M | 0.1% | +64.3% | 0.006% | |
| 5/15/2025 | Baird Financial Group Inc. | 155,931 | $20.59M | 0.0% | -60.2% | 0.050% | |
| 5/15/2025 | Pinnacle Wealth Planning Services Inc. | 5,541 | $732K | 0.1% | +1.4% | 0.002% | |
| 5/15/2025 | Panagora Asset Management Inc. | 17,296 | $2.28M | 0.0% | -97.3% | 0.006% | |
| 5/15/2025 | Vident Advisory LLC | 19,893 | $2.63M | 0.0% | -12.8% | 0.006% | |
| 5/15/2025 | The Manufacturers Life Insurance Company | 694,669 | $91.75M | 0.1% | -2.3% | 0.222% | |
| 5/15/2025 | Magnetar Financial LLC | 1,722 | $227K | 0.0% | N/A | 0.001% | |
| 5/15/2025 | Canada Pension Plan Investment Board | 422,233 | $55.76M | 0.1% | +249.7% | 0.135% | |
| 5/15/2025 | OMERS ADMINISTRATION Corp | 12,110 | $1.60M | 0.0% | -14.4% | 0.004% | |
| 5/14/2025 | Truvestments Capital LLC | 500 | $66K | 0.0% | -62.5% | 0.000% | |
| 5/14/2025 | B. Metzler seel. Sohn & Co. AG | 28,485 | $3.76M | 0.0% | -29.3% | 0.009% | |
| 5/14/2025 | Transamerica Financial Advisors LLC | 6,710 | $887K | 0.1% | +383.4% | 0.002% | |
| 5/14/2025 | CreativeOne Wealth LLC | 5,646 | $746K | 0.0% | -52.8% | 0.002% | |
| 5/14/2025 | Ieq Capital LLC | 65,042 | $8.59M | 0.1% | +132.4% | 0.021% | |
| 5/14/2025 | Gabelli Funds LLC | 63,400 | $8.37M | 0.1% | +11.0% | 0.020% | |
| 5/14/2025 | Keeley Teton Advisors LLC | 7,764 | $1.03M | 0.1% | +1.1% | 0.002% | |
| 5/14/2025 | Rafferty Asset Management LLC | 103,838 | $13.71M | 0.1% | -14.5% | 0.033% | |
| 5/14/2025 | Ceredex Value Advisors LLC | 249,400 | $32.94M | 0.7% | -10.0% | 0.080% | |
| 5/14/2025 | FORA Capital LLC | 6,558 | $866K | 0.1% | N/A | 0.002% | |
| 5/14/2025 | Harvest Portfolios Group Inc. | 13,012 | $1.72M | 0.1% | -1.3% | 0.004% | |
| 5/14/2025 | Bank of Hawaii | 1,958 | $259K | 0.0% | N/A | 0.001% | |
| 5/14/2025 | Corebridge Financial Inc. | 75,483 | $9.97M | 0.1% | -5.9% | 0.024% | |
| 5/14/2025 | Kayne Anderson Rudnick Investment Management LLC | 13,281 | $1.75M | 0.0% | +28.2% | 0.004% | |
| 5/14/2025 | Comerica Bank | 72,541 | $9.58M | 0.0% | +1.8% | 0.023% | |
| 5/14/2025 | Freedom Investment Management Inc. | 9,673 | $1.28M | 0.1% | +10.0% | 0.003% | |
| 5/14/2025 | MetLife Investment Management LLC | 82,208 | $10.86M | 0.1% | -1.9% | 0.026% | |
| 5/14/2025 | Synovus Financial Corp | 11,384 | $1.50M | 0.0% | -24.3% | 0.004% | |
| 5/14/2025 | Jump Financial LLC | 11,579 | $1.53M | 0.0% | N/A | 0.004% | |
| 5/14/2025 | SVB Wealth LLC | 41,031 | $5.42M | 0.2% | -22.6% | 0.013% | |
| 5/14/2025 | Cadence Bank | 8,158 | $1.08M | 0.1% | -0.9% | 0.003% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 15,532 | $2.04M | 0.2% | -3.3% | 0.005% | |
| 5/14/2025 | Bahl & Gaynor Inc. | 20,376 | $2.69M | 0.0% | -4.4% | 0.007% | |
| 5/14/2025 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 60,546 | $8.00M | 0.0% | -1.3% | 0.019% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 263,881 | $34.85M | 0.0% | +3.5% | 0.084% | |
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 | Phoenix Wealth Advisors | 3,085 | $407K | 0.2% | -3.6% | 0.001% | |
| 5/14/2025 | Trinity Legacy Partners LLC | 24,793 | $3.35M | 0.9% | +420.8% | 0.008% | |
| 5/14/2025 | AlphaQuest LLC | 994 | $131K | 0.0% | -73.7% | 0.000% | |
| 5/14/2025 | Allstate Corp | 7,048 | $931K | 0.0% | -26.3% | 0.002% | |
| 5/14/2025 | Kestra Advisory Services LLC | 49,961 | $6.60M | 0.0% | +15.5% | 0.016% | |
| 5/14/2025 | Mccarter Private Wealth Services LLC | 5,410 | $714K | 0.5% | +3.5% | 0.002% | |
| 5/14/2025 | Compound Planning Inc. | 4,739 | $626K | 0.0% | -6.3% | 0.002% | |
| 5/14/2025 | 1832 Asset Management L.P. | 1,192,084 | $157.44M | 0.1% | +62.4% | 0.381% | |
| 5/14/2025 | Ameriprise Financial Inc. | 7,540,371 | $996.26M | 0.3% | -5.0% | 2.407% | |
| 5/14/2025 | Bragg Financial Advisors Inc | 16,550 | $2.19M | 0.1% | -2.1% | 0.005% | |
