| 7/8/2026 | 55 North Private Wealth LLC | 5,090 | $292K | 0.1% | N/A | 0.002% | |
| 7/7/2026 | Foster Group Inc. | 7,439 | $427K | 0.0% | +16.5% | 0.003% | |
| 7/7/2026 | Dynamic Advisor Solutions LLC | 3,733 | $214K | 0.0% | N/A | 0.002% | |
| 7/1/2026 | Eastern Bank | 2,437 | $140K | 0.0% | N/A | 0.001% | |
| 6/3/2026 | Parallel Advisors LLC | 16,613 | $1.11M | 0.0% | +17.2% | 0.007% | |
| 5/26/2026 | Glenmede Trust Co. NA | 4,235 | $282K | 0.0% | -6.2% | 0.002% | |
| 5/19/2026 | Bank of America Corp DE | 84,592 | $5.63M | 0.0% | -9.8% | 0.035% | |
| 5/16/2026 | Quantinno Capital Management LP | 198,920 | $13.25M | 0.0% | +47.5% | 0.081% | |
| 5/14/2026 | Public Employees Retirement System of Ohio | 19,289 | $1.29M | 0.0% | -34.7% | 0.008% | |
| 5/14/2026 | Compound Planning Inc. | 8,983 | $598K | 0.0% | +9.9% | 0.004% | |
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| 5/14/2026 | Arrowstreet Capital Limited Partnership | 105,375 | $7.02M | 0.0% | -56.4% | 0.043% | |
| 5/14/2026 | Sei Investments Co. | 5,112 | $341K | 0.0% | -91.2% | 0.002% | |
| 5/13/2026 | First Trust Advisors LP | 32,905 | $2.19M | 0.0% | +88.2% | 0.013% | |
| 5/12/2026 | Barometer Capital Management Inc. | 17,600 | $1.17M | 0.5% | N/A | 0.007% | |
| 5/8/2026 | PNC Financial Services Group Inc. | 24,153 | $1.61M | 0.0% | -2.1% | 0.010% | |
| 5/8/2026 | Summit Global Investments | 5,689 | $379K | 0.0% | +23.8% | 0.002% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 95,636 | $6.37M | 0.0% | +3.6% | 0.039% | |
| 5/7/2026 | Parallel Advisors LLC | 16,613 | $1.11M | 0.0% | +17.2% | 0.007% | |
| 5/6/2026 | Assetmark Inc. | 59,330 | $3.95M | 0.0% | -12.6% | 0.024% | |
| 5/6/2026 | Bessemer Group Inc. | 437 | $29K | 0.0% | +68.1% | 0.000% | |
| 5/6/2026 | Enterprise Financial Services Corp | 3,182 | $212K | 0.1% | N/A | 0.001% | |
| 5/1/2026 | Sequoia Financial Advisors LLC | 39,779 | $2.65M | 0.0% | +10.4% | 0.016% | |
| 4/30/2026 | Frank Rimerman Advisors LLC | 23,347 | $1.56M | 0.1% | +46.2% | 0.010% | |
| 4/28/2026 | Kathmere Capital Management LLC | 3,112 | $207K | 0.0% | N/A | 0.001% | |
| 4/28/2026 | V Square Quantitative Management LLC | 390 | $26K | 0.0% | N/A | 0.000% | |
| 4/28/2026 | QRG Capital Management Inc. | 13,162 | $877K | 0.0% | +16.9% | 0.005% | |
| 4/27/2026 | HB Wealth Management LLC | 7,770 | $517K | 0.0% | +24.9% | 0.003% | |
| 4/27/2026 | Optas LLC | 3,096 | $206K | 0.0% | N/A | 0.001% | |
| 4/27/2026 | Elevation Point Wealth Partners LLC | 6,851 | $457K | 0.0% | N/A | 0.003% | |
| 4/22/2026 | Venturi Wealth Management LLC | 10,581 | $705K | 0.0% | +33.9% | 0.004% | |
| 4/21/2026 | Aaron Wealth Advisors LLC | 8,734 | $582K | 0.0% | +60.5% | 0.004% | |
| 4/20/2026 | Ritholtz Wealth Management | 42,001 | $2.80M | 0.0% | +6.2% | 0.017% | |
| 4/20/2026 | Blue Trust Inc. | 13,455 | $896K | 0.0% | -10.4% | 0.005% | |
| 4/17/2026 | Bell Investment Advisors Inc | 675 | $45K | 0.0% | +34.2% | 0.000% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 1,084 | $64K | 0.0% | +37.6% | 0.000% | |
| 3/9/2026 | Corient Private Wealth LLC | 21,300 | $1.25M | 0.0% | +2.0% | 0.009% | |
| 2/19/2026 | Compound Planning Inc. | 8,174 | $481K | 0.0% | +5.0% | 0.003% | |
| 2/19/2026 | Invesco Ltd. | 30,227 | $1.78M | 0.0% | -35.3% | 0.012% | |
| 2/19/2026 | Corient Private Wealth LLC | 21,300 | $1.25M | 0.0% | +2.0% | 0.009% | |
| 2/18/2026 | Mercer Global Advisors Inc. ADV | 8,519 | $501K | 0.0% | -2.5% | 0.003% | |
The ultimate IPO unicorn (Ad) Anthropic is now worth more than a trillion dollars, making it the first private company to reach that milestone. Its valuation exceeds every American airline combined and even tops the U.S. defense budget.
The company's annualized revenue grew 80 times over in the first quarter alone. Anthropic has already filed IPO paperwork, with some estimates pointing to a public debut as early as October. Click here to learn how to access this pre-IPO opportunity |
| 2/18/2026 | Summit Global Investments | 4,596 | $270K | 0.0% | N/A | 0.002% | |
| 2/18/2026 | Vident Advisory LLC | 103,802 | $6.10M | 0.1% | -10.8% | 0.042% | |
| 2/18/2026 | Millennium Management LLC | 67,254 | $3.95M | 0.0% | N/A | 0.027% | |
| 2/17/2026 | Guggenheim Capital LLC | 16,951 | $997K | 0.0% | +25.9% | 0.007% | |
| 2/17/2026 | AQR Capital Management LLC | 48,153 | $2.83M | 0.0% | +21.2% | 0.020% | |
| 2/17/2026 | Lazard Asset Management LLC | 37,366 | $2.20M | 0.0% | -1.5% | 0.015% | |
| 2/17/2026 | Laird Norton Wetherby Trust Company LLC | 93,903 | $5.52M | 0.1% | N/A | 0.038% | |
| 2/17/2026 | Calydon Capital | 3,953 | $232K | 0.0% | +8.3% | 0.002% | |
| 2/17/2026 | Public Employees Retirement System of Ohio | 29,520 | $1.74M | 0.0% | -4.1% | 0.012% | |
| 2/17/2026 | Russell Investments Group Ltd. | 8,846 | $520K | 0.0% | -5.6% | 0.004% | |
| 2/17/2026 | Royal Bank of Canada | 1,237 | $73K | 0.0% | -14.2% | 0.001% | |
| 2/16/2026 | Vanguard Personalized Indexing Management LLC | 118,596 | $6.97M | 0.1% | +9.3% | 0.048% | |
| 2/16/2026 | Verition Fund Management LLC | 9,928 | $584K | 0.0% | +37.9% | 0.004% | |
| 2/16/2026 | Mariner LLC | 33,949 | $2.00M | 0.0% | +9.8% | 0.014% | |
| 2/13/2026 | Kestra Advisory Services LLC | 735 | $43K | 0.0% | N/A | 0.000% | |
| 2/13/2026 | Marshall Wace LLP | 5,356 | $315K | 0.0% | N/A | 0.002% | |
| 2/13/2026 | PCM Encore LLC | 10,925 | $642K | 0.1% | N/A | 0.004% | |
| 2/13/2026 | Smartleaf Asset Management LLC | 1,914 | $113K | 0.0% | +9.5% | 0.001% | |
| 2/13/2026 | Morgan Stanley | 1,399,904 | $82.30M | 0.0% | +4.6% | 0.572% | |
| 2/13/2026 | First Trust Advisors LP | 17,488 | $1.03M | 0.0% | +26.1% | 0.007% | |
| 2/13/2026 | Ieq Capital LLC | 33,654 | $1.98M | 0.0% | +9.3% | 0.014% | |
| 2/13/2026 | UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,225 | $72K | 0.0% | N/A | 0.001% | |
| 2/13/2026 | Wells Fargo & Company MN | 687 | $40K | 0.0% | -87.4% | 0.000% | |
| 2/13/2026 | Quadrant Capital Group LLC | 31,121 | $1.83M | 0.1% | +9.9% | 0.013% | |
| 2/12/2026 | Jane Street Group LLC | 23,921 | $1.41M | 0.0% | N/A | 0.010% | |
| 2/12/2026 | Brooklyn Investment Group | 5,629 | $332K | 0.0% | N/A | 0.002% | |
| 2/12/2026 | Orion Porfolio Solutions LLC | 4,485 | $264K | 0.0% | +10.2% | 0.002% | |
| 2/12/2026 | Dimensional Fund Advisors LP | 92,291 | $5.43M | 0.0% | +0.5% | 0.038% | |
| 2/12/2026 | Bank of Montreal Can | 8,264 | $486K | 0.0% | N/A | 0.003% | |
| 2/12/2026 | Xponance LLC | 5,796 | $341K | 0.0% | +16.5% | 0.002% | |
| 2/11/2026 | Cerity Partners LLC | 69,820 | $4.11M | 0.0% | +9.3% | 0.029% | |
| 2/11/2026 | LPL Financial LLC | 18,741 | $1.10M | 0.0% | +7.3% | 0.008% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 86,522 | $5.09M | 0.0% | -5.6% | 0.035% | |
| 2/11/2026 | Vise Technologies Inc. | 16,333 | $960K | 0.0% | +5.4% | 0.007% | |
| 2/10/2026 | Greenspring Advisors LLC | 6,202 | $365K | 0.0% | N/A | 0.003% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 41,050 | $2.41M | 0.0% | +24.4% | 0.017% | |
| 2/9/2026 | Geode Capital Management LLC | 3,470 | $204K | 0.0% | N/A | 0.001% | |
| 2/9/2026 | Coldstream Capital Management Inc. | 12,299 | $723K | 0.0% | -37.7% | 0.005% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 24,674 | $1.45M | 0.0% | +13.1% | 0.010% | |
| 2/5/2026 | TD Private Client Wealth LLC | 1,262 | $74K | 0.0% | +14.6% | 0.001% | |
| 2/5/2026 | Allworth Financial LP | 1,693 | $100K | 0.0% | +12.4% | 0.001% | |
| 2/4/2026 | Argos Wealth Advisors LLC | 3,528 | $207K | 0.1% | N/A | 0.001% | |
| 2/3/2026 | Ethic Inc. | 124,767 | $7.34M | 0.1% | +9.1% | 0.051% | |
| 2/3/2026 | Ballentine Partners LLC | 38,120 | $2.24M | 0.0% | -0.7% | 0.016% | |
| 2/3/2026 | Sequoia Financial Advisors LLC | 36,037 | $2.12M | 0.0% | +8.4% | 0.015% | |
| 2/2/2026 | Ativo Capital Management LLC | 27,547 | $1.62M | 1.4% | -6.5% | 0.011% | |
| 1/28/2026 | B. Metzler seel. Sohn & Co. AG | 89,881 | $5.28M | 0.0% | +100.1% | 0.037% | |
| 1/28/2026 | HB Wealth Management LLC | 6,220 | $366K | 0.0% | +16.3% | 0.003% | |
| 1/27/2026 | Meritage Portfolio Management | 6,651 | $391K | 0.0% | -92.9% | 0.003% | |
| 1/27/2026 | Evergreen Capital Management LLC | 6,790 | $399K | 0.0% | +7.8% | 0.003% | |
The ultimate IPO unicorn (Ad) Anthropic is now worth more than a trillion dollars, making it the first private company to reach that milestone. Its valuation exceeds every American airline combined and even tops the U.S. defense budget.
The company's annualized revenue grew 80 times over in the first quarter alone. Anthropic has already filed IPO paperwork, with some estimates pointing to a public debut as early as October. Click here to learn how to access this pre-IPO opportunity |
| 1/26/2026 | PDS Planning Inc | 13,493 | $793K | 0.1% | +3.6% | 0.006% | |
| 1/26/2026 | CWM LLC | 3,474 | $204K | 0.0% | +7.6% | 0.001% | |
| 1/23/2026 | Bridgewater Advisors Inc. | 12,962 | $784K | 0.1% | +3.3% | 0.005% | |
| 1/23/2026 | BSW Wealth Partners | 11,234 | $660K | 0.1% | +12.8% | 0.005% | |
| 1/23/2026 | Assetmark Inc. | 67,850 | $3.99M | 0.0% | +89.0% | 0.028% | |
| 1/23/2026 | Ritholtz Wealth Management | 39,552 | $2.33M | 0.0% | +1.4% | 0.016% | |
| 1/22/2026 | Venturi Wealth Management LLC | 7,901 | $465K | 0.0% | +73.6% | 0.003% | |
| 1/21/2026 | Aaron Wealth Advisors LLC | 5,443 | $320K | 0.0% | +6.5% | 0.002% | |
| 1/20/2026 | Signaturefd LLC | 44,225 | $2.60M | 0.0% | +1.7% | 0.018% | |
| 1/16/2026 | Blue Trust Inc. | 15,019 | $883K | 0.0% | -6.8% | 0.006% | |