| 7/9/2026 | Legacy Wealth Asset Management LLC | 18,988 | $294K | 0.1% | +6.4% | 0.009% | |
| 5/19/2026 | Bank of America Corp DE | 114,887 | $1.79M | 0.0% | -68.4% | 0.053% | |
| 5/18/2026 | Royal Bank of Canada | 155,007 | $2.41M | 0.0% | -67.8% | 0.072% | |
| 5/16/2026 | Quantinno Capital Management LP | 16,543 | $257K | 0.0% | -88.6% | 0.008% | |
| 5/14/2026 | Renaissance Technologies LLC | 104,100 | $1.62M | 0.0% | N/A | 0.048% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 39,171 | $609K | 0.0% | N/A | 0.018% | |
| 5/14/2026 | Sei Investments Co. | 48,528 | $755K | 0.0% | +115.7% | 0.022% | |
| 5/13/2026 | Cetera Investment Advisers | 11,681 | $182K | 0.0% | -23.4% | 0.005% | |
| 5/13/2026 | NewEdge Wealth LLC | 26,640 | $414K | 0.0% | +68.8% | 0.012% | |
| 5/12/2026 | Barometer Capital Management Inc. | 34,400 | $535K | 0.2% | N/A | 0.016% | |
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| 5/7/2026 | Dimensional Fund Advisors LP | 667,869 | $10.38M | 0.0% | -14.8% | 0.310% | |
| 5/6/2026 | Assetmark Inc. | 17,340 | $270K | 0.0% | +75.0% | 0.008% | |
| 5/5/2026 | Sanctuary Advisors LLC | 16,139 | $251K | 0.0% | +39.4% | 0.007% | |
| 4/30/2026 | Range Financial Group LLC | 73,775 | $1.15M | 0.4% | N/A | 0.034% | |
| 4/28/2026 | K.J. Harrison & Partners Inc | 40,000 | $622K | 0.1% | -20.0% | 0.019% | |
| 3/17/2026 | Rockefeller Capital Management L.P. | 2,318 | $52K | 0.0% | +455.9% | 0.001% | |
| 3/3/2026 | Caitong International Asset Management Co. Ltd | 5,637 | $127K | 0.0% | +397.1% | 0.003% | |
| 2/18/2026 | OLD Mission Capital LLC | 94,508 | $2.12M | 0.0% | N/A | 0.044% | |
| 2/18/2026 | Balyasny Asset Management L.P. | 254,389 | $5.71M | 0.0% | +1,082.6% | 0.118% | |
| 2/17/2026 | Schonfeld Strategic Advisors LLC | 32,319 | $726K | 0.0% | N/A | 0.015% | |
| 2/17/2026 | Cetera Investment Advisers | 15,247 | $342K | 0.0% | +22.7% | 0.007% | |
| 2/17/2026 | Tower Research Capital LLC TRC | 136,135 | $3.06M | 0.1% | +3,840.2% | 0.063% | |
| 2/17/2026 | Russell Investments Group Ltd. | 5,787 | $130K | 0.0% | -11.6% | 0.003% | |
| 2/17/2026 | Royal Bank of Canada | 481,076 | $10.81M | 0.0% | +7.5% | 0.223% | |
| 2/16/2026 | Vanguard Personalized Indexing Management LLC | 25,284 | $568K | 0.0% | +23.1% | 0.012% | |
| 2/16/2026 | Verition Fund Management LLC | 19,337 | $434K | 0.0% | N/A | 0.009% | |
| 2/16/2026 | Mariner LLC | 45,556 | $1.02M | 0.0% | -1.2% | 0.021% | |
| 2/13/2026 | Stifel Financial Corp | 54,593 | $1.23M | 0.0% | -1.9% | 0.025% | |
| 2/13/2026 | Ieq Capital LLC | 24,177 | $543K | 0.0% | N/A | 0.011% | |
| 2/13/2026 | Caitong International Asset Management Co. Ltd | 3,348 | $75K | 0.2% | +195.2% | 0.002% | |
| 2/13/2026 | Wells Fargo & Company MN | 202,938 | $4.56M | 0.0% | -8.9% | 0.094% | |
| 2/12/2026 | Advisors Asset Management Inc. | 7,827 | $176K | 0.0% | +231.4% | 0.004% | |
| 2/12/2026 | Jane Street Group LLC | 68,388 | $1.54M | 0.0% | -5.9% | 0.032% | |
| 2/12/2026 | Brooklyn Investment Group | 10,389 | $234K | 0.0% | -55.4% | 0.005% | |
| 2/12/2026 | Dimensional Fund Advisors LP | 783,729 | $17.62M | 0.0% | -9.0% | 0.363% | |
| 2/12/2026 | Campbell & CO Investment Adviser LLC | 19,303 | $434K | 0.0% | -29.8% | 0.009% | |
| 2/12/2026 | Bank of Montreal Can | 451,182 | $10.13M | 0.0% | +385.3% | 0.209% | |
| 2/11/2026 | Brandes Investment Partners LP | 702,057 | $15.77M | 0.1% | -7.5% | 0.325% | |
| 2/11/2026 | LPL Financial LLC | 37,357 | $839K | 0.0% | +11.2% | 0.017% | |
| 2/10/2026 | Goldman Sachs Group Inc. | 365,543 | $8.21M | 0.0% | +5.0% | 0.169% | |
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| 2/10/2026 | Natixis Advisors LLC | 12,068 | $271K | 0.0% | -79.6% | 0.006% | |
| 2/10/2026 | Northwestern Mutual Wealth Management Co. | 9,300 | $209K | 0.0% | -17.4% | 0.004% | |
| 2/9/2026 | Ceera Investments LLC | 13,055 | $293K | 0.1% | -59.2% | 0.006% | |
| 2/9/2026 | Hantz Financial Services Inc. | 46,201 | $1.04M | 0.0% | -4.4% | 0.021% | |
| 2/9/2026 | Mondrian Investment Partners LTD | 3,240,219 | $72.78M | 1.1% | +1.5% | 1.502% | |
| 2/6/2026 | Global Retirement Partners LLC | 1,821 | $41K | 0.0% | +1,279.5% | 0.001% | |
| 2/6/2026 | PNC Financial Services Group Inc. | 3,927 | $88K | 0.0% | -52.4% | 0.002% | |
| 2/6/2026 | HighTower Advisors LLC | 14,330 | $322K | 0.0% | +63.3% | 0.007% | |
| 2/5/2026 | Abacus Wealth Partners LLC | 12,030 | $270K | 0.0% | N/A | 0.006% | |
| 2/4/2026 | ABC Arbitrage SA | 231,489 | $5.20M | 0.5% | N/A | 0.107% | |
| 2/3/2026 | NewEdge Wealth LLC | 15,778 | $354K | 0.0% | -40.6% | 0.007% | |
| 2/3/2026 | Crossmark Global Holdings Inc. | 51,716 | $1.16M | 0.0% | -3.5% | 0.024% | |
| 2/3/2026 | K.J. Harrison & Partners Inc | 50,000 | $1.12M | 0.1% | N/A | 0.023% | |
| 2/2/2026 | Oppenheimer Asset Management Inc. | 35,422 | $796K | 0.0% | -25.0% | 0.016% | |
| 1/29/2026 | Sanctuary Advisors LLC | 11,577 | $260K | 0.0% | +75.9% | 0.005% | |
| 1/28/2026 | M&T Bank Corp | 52,491 | $1.18M | 0.0% | +344.9% | 0.024% | |
| 1/27/2026 | Meritage Portfolio Management | 10,615 | $238K | 0.0% | -14.8% | 0.005% | |
| 1/27/2026 | Evergreen Capital Management LLC | 14,671 | $330K | 0.0% | +37.1% | 0.007% | |
| 1/23/2026 | Farther Finance Advisors LLC | 1,889 | $42K | 0.0% | +184.5% | 0.001% | |
| 1/23/2026 | Assetmark Inc. | 9,907 | $223K | 0.0% | +106.0% | 0.005% | |
| 1/20/2026 | Signaturefd LLC | 10,047 | $226K | 0.0% | +44.2% | 0.005% | |
| 1/12/2026 | Legacy Wealth Asset Management LLC | 9,823 | $221K | 0.1% | -13.9% | 0.005% | |
| 1/9/2026 | SG Americas Securities LLC | 6,887 | $155K | 0.0% | +54.7% | 0.003% | |
| 1/6/2026 | Investors Research Corp | 7,872 | $177K | 0.0% | -10.1% | 0.004% | |
| 1/5/2026 | GAMMA Investing LLC | 1,254 | $28K | 0.0% | +185.0% | 0.001% | |
| 1/1/2026 | JPMorgan Chase & Co. | 1,852 | $46K | 0.0% | -71.0% | 0.001% | |
| 1/1/2026 | Allworth Financial LP | 1,852 | $46K | 0.0% | +38.9% | 0.001% | |
| 11/19/2025 | Caitong International Asset Management Co. Ltd | 1,134 | $28K | 0.0% | N/A | 0.001% | |
| 11/17/2025 | Abel Hall LLC | 14,506 | $363K | 0.1% | +23.0% | 0.007% | |
| 11/17/2025 | Quantessence Capital LLC | 11,168 | $280K | 0.1% | N/A | 0.005% | |
| 11/17/2025 | Mariner LLC | 46,110 | $1.16M | 0.0% | -35.6% | 0.021% | |
| 11/17/2025 | Millennium Management LLC | 9,874 | $247K | 0.0% | N/A | 0.005% | |
| 11/17/2025 | Bank of America Corp DE | 427,024 | $10.70M | 0.0% | -9.3% | 0.198% | |
| 11/17/2025 | Ameriprise Financial Inc. | 13,704 | $343K | 0.0% | +6.0% | 0.006% | |
| 11/14/2025 | Creative Planning | 105,070 | $2.63M | 0.0% | +222.4% | 0.049% | |
| 11/14/2025 | Raymond James Financial Inc. | 27,874 | $698K | 0.0% | -29.3% | 0.013% | |
| 11/14/2025 | Hotchkis & Wiley Capital Management LLC | 10,186,191 | $255.16M | 0.8% | +0.5% | 4.721% | |
| 11/14/2025 | Brooklyn Investment Group | 23,317 | $584K | 0.0% | +916.4% | 0.011% | |
| 11/14/2025 | Squarepoint Ops LLC | 21,617 | $542K | 0.0% | +138.3% | 0.010% | |
| 11/13/2025 | Entropy Technologies LP | 9,970 | $250K | 0.0% | N/A | 0.005% | |
| 11/13/2025 | Sei Investments Co. | 20,494 | $515K | 0.0% | +15.5% | 0.009% | |
| 11/13/2025 | Barometer Capital Management Inc. | 24,400 | $598K | 0.2% | N/A | 0.011% | |
| 11/13/2025 | Quadrant Capital Group LLC | 5,213 | $131K | 0.0% | N/A | 0.002% | |
| 11/13/2025 | Russell Investments Group Ltd. | 6,546 | $164K | 0.0% | +178.2% | 0.003% | |
| 11/13/2025 | Natixis Advisors LLC | 59,139 | $1.48M | 0.0% | +22.7% | 0.027% | |
| 11/12/2025 | Crossmark Global Holdings Inc. | 53,614 | $1.34M | 0.0% | +7.6% | 0.025% | |
| 11/12/2025 | Dimensional Fund Advisors LP | 861,579 | $21.56M | 0.0% | +12.3% | 0.399% | |
| 11/12/2025 | Quantbot Technologies LP | 14,496 | $363K | 0.0% | N/A | 0.007% | |
| 11/12/2025 | US Bancorp DE | 19,118 | $479K | 0.0% | +14.2% | 0.009% | |
| 11/7/2025 | NewEdge Wealth LLC | 26,567 | $666K | 0.0% | +16.6% | 0.012% | |
Ray Dalio: Buy Gold. Get Paid. (Ad) Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power.
A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts. See how to follow Dalio's gold strategy and collect monthly income |
| 11/7/2025 | May Hill Capital LLC | 13,281 | $333K | 0.1% | N/A | 0.006% | |
| 11/7/2025 | Rothschild Investment LLC | 2,038 | $51K | 0.0% | +47.7% | 0.001% | |
| 11/7/2025 | Mondrian Investment Partners LTD | 3,191,505 | $79.95M | 1.3% | N/A | 1.479% | |
| 11/7/2025 | JPMorgan Chase & Co. | 1,852 | $46K | 0.0% | -71.0% | 0.001% | |
| 11/7/2025 | PNC Financial Services Group Inc. | 8,248 | $207K | 0.0% | +56.4% | 0.004% | |
| 11/6/2025 | Assetmark Inc. | 4,809 | $120K | 0.0% | +118.8% | 0.002% | |
| 11/6/2025 | Rhumbline Advisers | 2,594 | $65K | 0.0% | -44.3% | 0.001% | |
| 11/6/2025 | Oppenheimer Asset Management Inc. | 47,225 | $1.18M | 0.0% | +6.1% | 0.022% | |
| 11/5/2025 | SBI Securities Co. Ltd. | 1,454 | $36K | 0.0% | +323.9% | 0.001% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 162,980 | $4.08M | 0.0% | -2.1% | 0.076% | |