| 5/19/2026 | Bank of America Corp DE | 6,020 | $449K | 0.0% | +80.9% | 0.161% | |
| 5/16/2026 | Lazard Asset Management LLC | 40,372 | $3.01M | 0.0% | +90.3% | 1.079% | |
| 5/14/2026 | Renaissance Technologies LLC | 135,253 | $10.09M | 0.0% | -2.7% | 3.616% | |
| 5/14/2026 | Aristides Capital LLC | 23,932 | $1.79M | 0.3% | +433.4% | 0.640% | |
| 5/14/2026 | Arrowstreet Capital Limited Partnership | 7,405 | $553K | 0.0% | -32.5% | 0.198% | |
| 5/14/2026 | Sei Investments Co. | 24,258 | $1.81M | 0.0% | +100.0% | 0.649% | |
| 5/14/2026 | State of Wyoming | 1,773 | $132K | 0.0% | +288.0% | 0.047% | |
| 5/13/2026 | Cetera Investment Advisers | 6,308 | $471K | 0.0% | +47.1% | 0.169% | |
| 5/7/2026 | Dimensional Fund Advisors LP | 67,978 | $5.07M | 0.0% | +10.9% | 1.818% | |
| 5/7/2026 | Morgan Dempsey Capital Management LLC | 3,840 | $287K | 0.1% | -13.8% | 0.103% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. Read Tilson's free analysis and find out what to do with your money |
| 5/5/2026 | Bank of New York Mellon Corp | 11,241 | $839K | 0.0% | +2.0% | 0.301% | |
| 5/5/2026 | Hillsdale Investment Management Inc. | 2,900 | $216K | 0.0% | -50.0% | 0.078% | |
| 4/30/2026 | AIGH Capital Management LLC | 32,615 | $2.43M | 0.3% | -84.6% | 0.872% | |
| 4/25/2026 | Strs Ohio | 7,100 | $530K | 0.0% | -7.8% | 0.187% | |
| 4/23/2026 | North Star Investment Management Corp. | 14,000 | $1.05M | 0.1% | N/A | 0.369% | |
| 4/20/2026 | Ritholtz Wealth Management | 23,157 | $1.73M | 0.0% | -26.4% | 0.611% | |
| 4/16/2026 | Baron Wealth Management LLC | 2,812 | $210K | 0.1% | -10.9% | 0.074% | |
| 2/26/2026 | Aristides Capital LLC | 4,487 | $335K | 0.0% | N/A | 0.120% | |
| 2/18/2026 | NewEdge Advisors LLC | 6,674 | $498K | 0.0% | +8.2% | 0.179% | |
| 2/18/2026 | Empowered Funds LLC | 3,791 | $283K | 0.0% | N/A | 0.102% | |
| 2/18/2026 | Occudo Quantitative Strategies LP | 4,458 | $333K | 0.0% | -15.0% | 0.120% | |
| 2/18/2026 | Millennium Management LLC | 30,004 | $2.24M | 0.0% | +103.8% | 0.804% | |
| 2/18/2026 | Man Group plc | 3,932 | $293K | 0.0% | N/A | 0.105% | |
| 2/18/2026 | Bridgeway Capital Management LLC | 11,814 | $881K | 0.0% | +109.3% | 0.317% | |
| 2/18/2026 | Breach Inlet Capital Management LLC | 18,626 | $1.39M | 0.7% | N/A | 0.499% | |
| 2/17/2026 | AQR Capital Management LLC | 17,690 | $1.32M | 0.0% | +150.2% | 0.474% | |
| 2/17/2026 | Cetera Investment Advisers | 4,289 | $320K | 0.0% | +40.8% | 0.115% | |
| 2/17/2026 | Lazard Asset Management LLC | 21,215 | $1.58M | 0.0% | N/A | 0.569% | |
| 2/17/2026 | Russell Investments Group Ltd. | 15,925 | $1.19M | 0.0% | -20.3% | 0.427% | |
| 2/17/2026 | Rothschild Wealth LLC | 14,000 | $1.04M | 0.1% | N/A | 0.375% | |
| 2/16/2026 | Squarepoint Ops LLC | 3,306 | $247K | 0.0% | -73.4% | 0.089% | |
| 2/16/2026 | Panagora Asset Management Inc. | 32,874 | $2.45M | 0.0% | +9.3% | 0.881% | |
| 2/16/2026 | MML Investors Services LLC | 6,152 | $459K | 0.0% | -45.4% | 0.165% | |
| 2/16/2026 | Morgan Dempsey Capital Management LLC | 4,453 | $332K | 0.2% | -12.0% | 0.119% | |
| 2/16/2026 | Mariner LLC | 12,992 | $969K | 0.0% | +3.6% | 0.348% | |
| 2/16/2026 | Barclays PLC | 4,445 | $332K | 0.0% | +3.5% | 0.119% | |
| 2/16/2026 | Bard Associates Inc. | 69,391 | $5.18M | 1.3% | -1.2% | 1.860% | |
| 2/13/2026 | Kestra Advisory Services LLC | 774 | $58K | 0.0% | N/A | 0.021% | |
| 2/13/2026 | Marshall Wace LLP | 8,942 | $667K | 0.0% | N/A | 0.240% | |
| 2/13/2026 | First Trust Advisors LP | 11,801 | $880K | 0.0% | +2.4% | 0.316% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. Read Tilson's free analysis and find out what to do with your money |
| 2/13/2026 | Charles Schwab Investment Management Inc. | 9,000 | $671K | 0.0% | -5.2% | 0.241% | |
| 2/13/2026 | State Street Corp | 63,095 | $4.71M | 0.0% | +4.3% | 1.692% | |
| 2/13/2026 | Wells Fargo & Company MN | 5,953 | $444K | 0.0% | +198.5% | 0.160% | |
| 2/12/2026 | Aristides Capital LLC | 4,487 | $335K | 0.1% | N/A | 0.120% | |
| 2/12/2026 | Renaissance Technologies LLC | 138,965 | $10.37M | 0.0% | -10.8% | 3.726% | |
| 2/12/2026 | Dimensional Fund Advisors LP | 61,282 | $4.57M | 0.0% | +3.1% | 1.643% | |
| 2/12/2026 | Integrated Quantitative Investments LLC | 6,910 | $515K | 0.1% | +16.8% | 0.185% | |
| 2/12/2026 | Aviva PLC | 7,287 | $544K | 0.0% | +66.5% | 0.195% | |
| 2/12/2026 | Nuveen LLC | 3,523 | $263K | 0.0% | -80.2% | 0.094% | |
| 2/11/2026 | Empowered Funds LLC | 3,791 | $283K | 0.0% | N/A | 0.102% | |
| 2/11/2026 | Deutsche Bank AG | 2,708 | $202K | 0.0% | +6.2% | 0.073% | |
| 2/11/2026 | LPL Financial LLC | 9,714 | $725K | 0.0% | +5.2% | 0.260% | |
| 2/11/2026 | Franklin Resources Inc. | 6,871 | $513K | 0.0% | N/A | 0.184% | |
| 2/11/2026 | O Shaughnessy Asset Management LLC | 46,242 | $3.45M | 0.0% | -26.7% | 1.240% | |
| 2/11/2026 | CenterBook Partners LP | 19,657 | $1.47M | 0.1% | +56.3% | 0.527% | |
| 2/11/2026 | Los Angeles Capital Management LLC | 17,709 | $1.34M | 0.0% | -1.4% | 0.475% | |
| 2/11/2026 | WINTON GROUP Ltd | 16,930 | $1.26M | 0.0% | +182.9% | 0.454% | |
| 2/11/2026 | State of Wyoming | 457 | $34K | 0.0% | -85.0% | 0.012% | |
| 2/9/2026 | Geode Capital Management LLC | 72,892 | $5.44M | 0.0% | +1.2% | 1.954% | |
| 2/6/2026 | IFP Advisors Inc | 1,587 | $118K | 0.0% | -32.4% | 0.043% | |
| 2/2/2026 | Truist Financial Corp | 6,001 | $448K | 0.0% | +52.7% | 0.161% | |
| 2/2/2026 | Strs Ohio | 7,700 | $574K | 0.0% | +5.5% | 0.206% | |
| 2/2/2026 | AIGH Capital Management LLC | 211,453 | $15.77M | 3.8% | +113.6% | 5.669% | |
| 1/26/2026 | Brendel Financial Advisors LLC | 4,394 | $328K | 0.2% | N/A | 0.118% | |
| 1/23/2026 | State of Alaska Department of Revenue | 945 | $70K | 0.0% | N/A | 0.025% | |
| 1/23/2026 | Ritholtz Wealth Management | 31,481 | $2.35M | 0.0% | -17.2% | 0.844% | |
| 1/14/2026 | Baron Wealth Management LLC | 3,156 | $235K | 0.1% | -4.4% | 0.085% | |
| 1/1/2026 | JPMorgan Chase & Co. | 11,603 | $980K | 0.0% | +801.6% | 0.311% | |
| 11/17/2025 | NewEdge Advisors LLC | 6,166 | $521K | 0.0% | -19.1% | 0.165% | |
| 11/17/2025 | Perritt Capital Management Inc | 14,000 | $1.18M | 0.6% | -97.5% | 0.375% | |
| 11/17/2025 | Quarry LP | 322 | $27K | 0.0% | N/A | 0.009% | |
| 11/17/2025 | Mariner LLC | 12,537 | $1.06M | 0.0% | -3.5% | 0.336% | |
| 11/17/2025 | Millennium Management LLC | 14,719 | $1.24M | 0.0% | N/A | 0.395% | |
| 11/17/2025 | Bank of America Corp DE | 2,630 | $222K | 0.0% | +98.8% | 0.071% | |
| 11/17/2025 | Bard Associates Inc. | 70,218 | $5.93M | 1.6% | -20.2% | 1.883% | |
| 11/17/2025 | Alliancebernstein L.P. | 3,136 | $265K | 0.0% | N/A | 0.084% | |
| 11/17/2025 | Ameriprise Financial Inc. | 18,416 | $1.56M | 0.0% | -7.5% | 0.494% | |
| 11/14/2025 | Occudo Quantitative Strategies LP | 5,242 | $443K | 0.1% | N/A | 0.141% | |
| 11/14/2025 | Two Sigma Investments LP | 42,887 | $3.62M | 0.0% | +175.1% | 1.150% | |
| 11/14/2025 | Squarepoint Ops LLC | 12,437 | $1.05M | 0.0% | N/A | 0.333% | |
| 11/13/2025 | UBS Group AG | 11,019 | $931K | 0.0% | +74.2% | 0.295% | |
| 11/13/2025 | BNP Paribas Financial Markets | 13,965 | $1.18M | 0.0% | +2,490.9% | 0.374% | |
| 11/13/2025 | WINTON GROUP Ltd | 5,984 | $506K | 0.0% | N/A | 0.160% | |
| 11/13/2025 | Russell Investments Group Ltd. | 19,972 | $1.69M | 0.0% | N/A | 0.535% | |
| 11/13/2025 | First Trust Advisors LP | 11,519 | $973K | 0.0% | N/A | 0.309% | |
| 11/12/2025 | Heron Bay Capital Management | 3,098 | $262K | 0.0% | -40.3% | 0.083% | |
| 11/12/2025 | Dimensional Fund Advisors LP | 59,417 | $5.02M | 0.0% | +3.9% | 1.593% | |
| 11/12/2025 | Sierra Summit Advisors LLC | 11,139 | $941K | 0.1% | N/A | 0.299% | |
| 11/10/2025 | Hillsdale Investment Management Inc. | 5,800 | $490K | 0.0% | -20.5% | 0.155% | |
| 11/10/2025 | D Orazio & Associates Inc. | 3,783 | $320K | 0.0% | N/A | 0.101% | |
Do NOT Buy SpaceX – Do This Instead (Ad) SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors.
Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now. Read Tilson's free analysis and find out what to do with your money |
| 11/7/2025 | CenterBook Partners LP | 12,574 | $1.06M | 0.1% | N/A | 0.337% | |
| 11/7/2025 | Balentine LLC | 89,248 | $7.54M | 0.3% | N/A | 2.393% | |
| 11/7/2025 | Vanguard Group Inc. | 180,099 | $15.22M | 0.0% | +6.6% | 4.828% | |
| 11/7/2025 | JPMorgan Chase & Co. | 11,603 | $980K | 0.0% | +801.6% | 0.311% | |
| 11/6/2025 | GK Wealth Management LLC | 2,384 | $201K | 0.1% | N/A | 0.064% | |
| 11/6/2025 | Rhumbline Advisers | 3,856 | $326K | 0.0% | +19.0% | 0.103% | |
| 11/4/2025 | State of Wyoming | 3,040 | $257K | 0.0% | N/A | 0.082% | |
| 11/3/2025 | AlphaQuest LLC | 326 | $28K | 0.0% | N/A | 0.009% | |
| 11/3/2025 | Truist Financial Corp | 3,929 | $332K | 0.0% | N/A | 0.105% | |
| 10/31/2025 | AIGH Capital Management LLC | 99,009 | $8.36M | 2.4% | N/A | 2.654% | |