| ALPINE WOODS CAPITAL INVESTORS, LLC |
2026 Q2
|
8/7/2026 |
220
|
$460 M
|
| JLB & ASSOCIATES INC |
2026 Q2
|
8/7/2026 |
68
|
$750 M
|
| Gould Capital, LLC |
2026 Q2
|
8/7/2026 |
217
|
$180 M
|
| Meeder Advisory Services, Inc. |
2026 Q2
|
8/7/2026 |
742
|
$2.7 B
|
| AlpInvest Partners B.V. |
2026 Q2
|
8/7/2026 |
17
|
$60 M
|
| MEEDER ASSET MANAGEMENT INC |
2026 Q2
|
8/7/2026 |
2,328
|
$2.0 B
|
| Harborfront Financial Group LLC |
2026 Q2
|
8/7/2026 |
328
|
$27 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2026 Q1
|
8/7/2026 |
514
|
$340 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2026 Q2
|
8/7/2026 |
544
|
$370 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2025 Q4
|
8/7/2026 |
537
|
$340 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2025 Q3
|
8/7/2026 |
539
|
$320 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2025 Q2
|
8/7/2026 |
500
|
$300 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2025 Q1
|
8/7/2026 |
480
|
$270 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2024 Q3
|
8/7/2026 |
379
|
$190 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2024 Q4
|
8/7/2026 |
474
|
$250 M
|
| Carlyle Group Inc. |
2026 Q2
|
8/7/2026 |
19
|
$10 B
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2024 Q2
|
8/7/2026 |
362
|
$170 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2024 Q1
|
8/7/2026 |
349
|
$150 M
|
| RENAISSANCERE HOLDINGS LTD |
2026 Q2
|
8/7/2026 |
5
|
$420 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2023 Q3
|
8/7/2026 |
268
|
$140 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2023 Q4
|
8/7/2026 |
318
|
$160 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2023 Q2
|
8/7/2026 |
270
|
$130 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2022 Q4
|
8/7/2026 |
265
|
$120 M
|
| TIEMANN INVESTMENT ADVISORS, LLC |
2026 Q2
|
8/7/2026 |
207
|
$280 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2023 Q1
|
8/7/2026 |
320
|
$130 M
|
| Graney & King, LLC |
2026 Q2
|
8/7/2026 |
383
|
$280 M
|
| JW Asset Management, LLC |
2026 Q2
|
8/7/2026 |
21
|
$320 M
|
| STEEL PARTNERS HOLDINGS L.P. |
2026 Q2
|
8/7/2026 |
9
|
$78 M
|
| Tweedy, Browne Co LLC |
2026 Q2
|
8/7/2026 |
91
|
$1.3 B
|
| Oxbow Advisors, LLC |
2026 Q2
|
8/7/2026 |
265
|
$1.2 B
|
| Westend Capital Management, LLC |
2026 Q2
|
8/7/2026 |
242
|
$440 M
|
| BURKE & HERBERT BANK & TRUST CO |
2026 Q2
|
8/7/2026 |
369
|
$400 M
|
| Investmark Advisory Group LLC |
2026 Q2
|
8/7/2026 |
148
|
$260 M
|
| Wealthfront Advisers LLC |
2026 Q2
|
8/7/2026 |
1,119
|
$52 B
|
| Global Strategic Investment Solutions, LLC |
2026 Q2
|
8/7/2026 |
151
|
$1.1 B
|
| Keenan, LLC |
2026 Q2
|
8/7/2026 |
45
|
$140 M
|
| Boulder Wealth Advisors, LLC |
2026 Q2
|
8/7/2026 |
35
|
$270 M
|
| Lexington Partners L.P. |
2026 Q2
|
8/7/2026 |
2
|
$130 M
|
| Summit Creek Advisors LLC |
2026 Q2
|
8/7/2026 |
64
|
$290 M
|
| FOSTER & MOTLEY INC |
2026 Q2
|
8/7/2026 |
405
|
$2.2 B
|
| Strategic Wealth Advisors LLC |
2026 Q2
|
8/7/2026 |
260
|
$120 M
|
| NVP ASSOCIATES, LLC |
2026 Q2
|
8/7/2026 |
7
|
$330 M
|
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
2026 Q2
|
8/7/2026 |
102
|
$220 M
|
| Creekmur Asset Management LLC |
2026 Q2
|
8/7/2026 |
6
|
$2.1 M
|
| Chandler Asset Management, Inc. |
2026 Q2
|
8/7/2026 |
21
|
$710 M
|
| Black Cypress Capital Management, LLC |
2026 Q2
|
8/7/2026 |
29
|
$150 M
|
| Adaptive Financial Consulting, LLC |
2026 Q2
|
8/7/2026 |
20
|
$290 M
|
| ONTARIO TEACHERS PENSION PLAN BOARD |
2026 Q2
|
8/7/2026 |
60
|
$16 B
|
| CYPRESS ASSET MANAGEMENT INC/TX |
2026 Q1
|
8/7/2026 |
104
|
$430 M
|
| CYPRESS ASSET MANAGEMENT INC/TX |
2026 Q2
|
8/7/2026 |
107
|
$510 M
|
| Uber Technologies, Inc |
2026 Q2
|
8/7/2026 |
7
|
$4.5 B
|
| Main Street Financial Solutions, LLC |
2026 Q2
|
8/7/2026 |
624
|
$1.6 B
|
| Rayburn West Financial Services LLC |
2026 Q2
|
8/7/2026 |
81
|
$180 M
|
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2026 Q2
|
8/7/2026 |
56
|
$120 M
|
| Forge Financial Services LLC |
2026 Q2
|
8/7/2026 |
36
|
$1.2 B
|
| FIRST NATIONAL BANK OF OMAHA |
2026 Q2
|
8/7/2026 |
860
|
$3.5 B
|
| Four Tree Island Advisory LLC |
2026 Q2
|
8/7/2026 |
24
|
$300 M
|
| Greylock XIV GP LLC |
2026 Q2
|
8/7/2026 |
1
|
$1.1 B
|
| Walmart Inc. |
2026 Q2
|
8/7/2026 |
3
|
$740 M
|
| TRAVELERS COMPANIES, INC. |
2026 Q2
|
8/7/2026 |
2
|
$140 M
|
| Timothy G. Youngquist 2020 Irrevocable Trust |
2026 Q2
|
8/7/2026 |
116
|
$510 M
|
| Alamar Capital Management, LLC |
2026 Q2
|
8/7/2026 |
88
|
$200 M
|
| REGENERON PHARMACEUTICALS, INC. |
2026 Q2
|
8/7/2026 |
3
|
$180 M
|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
2026 Q2
|
8/7/2026 |
86
|
$390 M
|
| ELEMENT POINTE ADVISORS, LLC |
2026 Q2
|
8/7/2026 |
90
|
$620 M
|
| Capital Today Evergreen Fund, L.P. |
2026 Q2
|
8/7/2026 |
3
|
$130 M
|
| M.D. Sass, LLC |
2026 Q2
|
8/7/2026 |
39
|
$1.5 B
|
| CROSSPOINT FINANCIAL, LLC |
2026 Q2
|
8/7/2026 |
39
|
$44 M
|
| Technology Crossover Management XI, Ltd. |
2026 Q2
|
8/7/2026 |
2
|
$530 M
|
| K2 PRINCIPAL FUND, L.P. |
2026 Q2
|
8/7/2026 |
490
|
$1.4 B
|
| Energy Income Partners, LLC |
2026 Q2
|
8/7/2026 |
172
|
$6.4 B
|
| Aljian Capital Management, LLC |
2026 Q2
|
8/7/2026 |
134
|
$540 M
|
| RHS Financial, LLC |
2026 Q2
|
8/7/2026 |
260
|
$250 M
|
| M. Kulyk & Associates, LLC |
2026 Q2
|
8/7/2026 |
113
|
$610 M
|
| AMARA FINANCIAL, LLC. |
2026 Q2
|
8/7/2026 |
48
|
$170 M
|
| EQUITY INVESTMENT CORP |
2026 Q2
|
8/7/2026 |
76
|
$5.2 B
|
| Park State Asset Management |
2026 Q2
|
8/7/2026 |
25
|
$100 M
|
| Fidelity National Financial, Inc. |
2026 Q2
|
8/7/2026 |
31
|
$3.2 B
|
| Technology Crossover Management IX, Ltd. |
2026 Q2
|
8/7/2026 |
6
|
$690 M
|
| Technology Crossover Management X, Ltd. |
2026 Q2
|
8/7/2026 |
6
|
$800 M
|
| PZENA INVESTMENT MANAGEMENT LLC |
2026 Q2
|
8/7/2026 |
195
|
$34 B
|
| Technology Crossover Management VIII, Ltd. |
2026 Q2
|
8/7/2026 |
5
|
$350 M
|
| Merck & Co., Inc. |
2026 Q2
|
8/7/2026 |
13
|
$530 M
|
| CITIZENS FINANCIAL GROUP INC/RI |
2026 Q2
|
8/7/2026 |
1,257
|
$8.3 B
|
| Timothy G. Youngquist 2020 Irrevocable Trust |
2026 Q1
|
8/7/2026 |
447
|
$230 M
|
| Texas Capital Bank Wealth Management Services Inc |
2026 Q2
|
8/7/2026 |
550
|
$1.9 B
|
| Charles Schwab Trust Bank |
2026 Q2
|
8/7/2026 |
1
|
$62 M
|
| Cornerstone Advisors, LLC |
2026 Q2
|
8/7/2026 |
112
|
$3.0 B
|
| Tortoise Investment Management, LLC |
2026 Q2
|
8/7/2026 |
255
|
$1.3 B
|
| Aegis Wealth Management LLC |
2026 Q2
|
8/7/2026 |
160
|
$210 M
|
| Banco BTG Pactual S.A. |
2026 Q2
|
8/7/2026 |
194
|
$1.2 B
|
| NUANCE INVESTMENTS, LLC |
2026 Q2
|
8/7/2026 |
52
|
$590 M
|
| Pavion Blue Capital, LLC |
2026 Q2
|
8/7/2026 |
111
|
$250 M
|
| Buckland Partners Management Co LLC |
2026 Q2
|
8/7/2026 |
97
|
$200 M
|
| UNIVEST FINANCIAL Corp |
2026 Q2
|
8/7/2026 |
478
|
$2.0 B
|
| K.J. Harrison & Partners Inc |
2026 Q2
|
8/7/2026 |
224
|
$710 M
|
| Timothy G. Youngquist 2020 Irrevocable Trust |
2025 Q4
|
8/7/2026 |
54
|
$140 M
|
| AlphaQuest LLC |
2026 Q2
|
8/7/2026 |
1
|
$0
|
| CONWAY CAPITAL MANAGEMENT, INC. |
2026 Q2
|
8/7/2026 |
39
|
$220 M
|
| WT Asset Management Ltd |
2026 Q2
|
8/7/2026 |
29
|
$5.1 B
|