| Dean Capital Management |
2025 Q4
|
2/20/2026 |
118
|
$230 M
|
| FourWorld Capital Management LLC |
2025 Q4 - NEW HOLDINGS
|
2/20/2026 |
2
|
$7.1 M
|
| Verus Advisory, Inc. |
2025 Q4
|
2/20/2026 |
8
|
$150 M
|
| Framtiden Holdings Management Co LLC |
2025 Q4
|
2/20/2026 |
6
|
$92 M
|
| SB Capital Management Inc |
2025 Q4
|
2/20/2026 |
93
|
$270 M
|
| Keenan, LLC |
2025 Q4
|
2/20/2026 |
40
|
$110 M
|
| LARCH CAPITAL PARTNERS LLC |
2025 Q4
|
2/20/2026 |
34
|
$730 M
|
| Blue Owl Capital Holdings LP |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
82
|
$320 M
|
| Catalyst Investment Management LLC |
2025 Q4
|
2/20/2026 |
72
|
$110 M
|
| Sunbelt Securities, Inc. |
2025 Q4
|
2/20/2026 |
2,784
|
$1.5 B
|
| Dorsey Wright & Associates |
2025 Q4
|
2/20/2026 |
132
|
$460 M
|
| CAMBIENT FAMILY OFFICE, LLC |
2025 Q4
|
2/20/2026 |
260
|
$700 M
|
| Lepercq De Neuflize Asset Management LLC |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
17
|
$170 M
|
| Petiole USA ltd |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
33
|
$150 M
|
| Anchor Capital Management Group Inc |
2025 Q4
|
2/20/2026 |
17
|
$200 M
|
| Attestor Capital Ltd |
2025 Q4
|
2/20/2026 |
10
|
$210 M
|
| Premier Wealth Management W.L.L. |
2025 Q3
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2025 Q2
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2025 Q1
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2024 Q4
|
2/20/2026 |
1
|
$0
|
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
16
|
$760 M
|
| Premier Wealth Management W.L.L. |
2024 Q2
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2024 Q3
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2024 Q1
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2023 Q4
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2023 Q3
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2023 Q2
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2023 Q1
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2022 Q4
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2022 Q3
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2022 Q2
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2022 Q1
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2021 Q4
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2021 Q3
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2021 Q2
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2021 Q1
|
2/20/2026 |
1
|
$0
|
| Kovitz Investment Group Partners, LLC |
2025 Q4
|
2/20/2026 |
471
|
$4.5 B
|
| Premier Wealth Management W.L.L. |
2020 Q4
|
2/20/2026 |
1
|
$0
|
| Ruggaard & Associates LLC |
2025 Q4
|
2/20/2026 |
139
|
$250 M
|
| Capital Markets Trading UK LLP |
2025 Q4 - NEW HOLDINGS
|
2/20/2026 |
305
|
$6.8 B
|
| CMT Capital Markets Trading GmbH |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
356
|
$11 B
|
| McLaughlin Asset Management, Inc. |
2025 Q4
|
2/20/2026 |
91
|
$110 M
|
| Arrow Capital Pty Ltd |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
17
|
$100 M
|
| Capstone Wealth Management, Inc. |
2025 Q4
|
2/20/2026 |
40
|
$110 M
|
| Bauman Advisory Group, LLC |
2025 Q4
|
2/20/2026 |
51
|
$120 M
|
| Talisman Wealth Advisors LLC |
2025 Q4
|
2/19/2026 |
115
|
$130 M
|
| Wick Capital Partners, LLC |
2025 Q4
|
2/19/2026 |
208
|
$560 M
|
| Waterford Advisors, LLC |
2025 Q4
|
2/19/2026 |
48
|
$260 M
|
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC |
2025 Q4
|
2/19/2026 |
15
|
$130 M
|
| Kinloch Capital, LLC |
2025 Q4
|
2/19/2026 |
77
|
$230 M
|
| White Knight Strategic Wealth Advisors, LLC |
2025 Q4
|
2/19/2026 |
89
|
$140 M
|
| Prestige Wealth Management Group LLC |
2024 Q2 - RESTATEMENT
|
2/19/2026 |
1,263
|
$460 M
|
| Prestige Wealth Management Group LLC |
2024 Q3 - RESTATEMENT
|
2/19/2026 |
1,324
|
$480 M
|
| Prestige Wealth Management Group LLC |
2024 Q4 - RESTATEMENT
|
2/19/2026 |
1,334
|
$480 M
|
| Prestige Wealth Management Group LLC |
2025 Q1 - RESTATEMENT
|
2/19/2026 |
1,297
|
$470 M
|
| Prestige Wealth Management Group LLC |
2025 Q2 - RESTATEMENT
|
2/19/2026 |
1,299
|
$490 M
|
| Prestige Wealth Management Group LLC |
2025 Q3 - RESTATEMENT
|
2/19/2026 |
1,286
|
$520 M
|
| 93 Financial Group, LLC |
2025 Q4
|
2/19/2026 |
9
|
$230 M
|
| Vancity Investment Management Ltd |
2025 Q4 - RESTATEMENT
|
2/19/2026 |
87
|
$740 M
|
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
2025 Q4
|
2/19/2026 |
37
|
$110 M
|
| MCGUIRE CAPITAL ADVISORS INC |
2025 Q4
|
2/19/2026 |
944
|
$160 M
|
| Hamilton Wealth, LLC |
2025 Q4 - RESTATEMENT
|
2/19/2026 |
116
|
$530 M
|
| BFI Wealth Solutions, LLC |
2025 Q4
|
2/19/2026 |
73
|
$100 M
|
| T. Rowe Price Investment Management, Inc. |
2025 Q4 - NEW HOLDINGS
|
2/19/2026 |
901
|
$160 B
|
| WealthPoint Financial, LLC |
2025 Q4
|
2/19/2026 |
117
|
$110 M
|
| SIP GLOBAL OPPORTUNITY MANAGER LLC |
2025 Q4
|
2/19/2026 |
1
|
$100 M
|
| Van Diest Capital, LLC |
2025 Q4
|
2/19/2026 |
138
|
$67 M
|
| Compound Planning, Inc. |
2025 Q4
|
2/19/2026 |
2,175
|
$3.4 B
|
| Claris Financial LLC |
2025 Q4
|
2/19/2026 |
178
|
$190 M
|
| Connective Capital Management, LLC |
2025 Q4
|
2/19/2026 |
57
|
$170 M
|
| TMB Capital Partners, LLC |
2025 Q4
|
2/19/2026 |
169
|
$290 M
|
| Briggs Wealth Management, Inc |
2025 Q4
|
2/19/2026 |
54
|
$93 M
|
| ATX Financial Planning, LLC |
2025 Q4
|
2/19/2026 |
87
|
$130 M
|
| Torrey-Payne Wealth Management, LLC |
2025 Q4
|
2/19/2026 |
39
|
$110 M
|
| VCU Investment Management Co |
2025 Q4
|
2/19/2026 |
2
|
$85 M
|
| Invesco Ltd. |
2025 Q4
|
2/19/2026 |
23,487
|
$650 B
|
| Michels Family Financial, LLC |
2025 Q4
|
2/19/2026 |
136
|
$140 M
|
| Evansbrook LLC |
2025 Q4
|
2/19/2026 |
113
|
$150 M
|
| Rare Wolf Capital LLC |
2025 Q4
|
2/19/2026 |
123
|
$160 M
|
| Harbour Wealth Management Group, Inc. |
2025 Q4
|
2/19/2026 |
91
|
$130 M
|
| CBM Financial, LLC |
2025 Q4
|
2/19/2026 |
16
|
$150 M
|
| Spinecap SAS |
2025 Q4
|
2/19/2026 |
13
|
$230 M
|
| Spinecap SAS |
2025 Q3
|
2/19/2026 |
13
|
$230 M
|
| Lexington Hill Partners, LLC |
2025 Q4
|
2/19/2026 |
67
|
$130 M
|
| First Growth Capital LLC |
2025 Q4
|
2/19/2026 |
121
|
$110 M
|
| AXXCESS WEALTH MANAGEMENT, LLC |
2025 Q4 - RESTATEMENT
|
2/19/2026 |
1,043
|
$5.8 B
|
| Headwater Capital Co Ltd |
2025 Q4 - RESTATEMENT
|
2/19/2026 |
17
|
$480 M
|
| Aznar Financial Advisors, LLC |
2025 Q4
|
2/18/2026 |
31
|
$100 M
|
| Smith Asset Management Co., LLC |
2025 Q4
|
2/18/2026 |
70
|
$120 M
|
| Jacobs Equity LLC |
2025 Q4
|
2/18/2026 |
106
|
$100 M
|
| Himalaya Capital Management LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
9
|
$3.6 B
|
| Corient Private Wealth LLC |
2025 Q4
|
2/18/2026 |
5,244
|
$75 B
|
| Birchwood Financial Partners, Inc. |
2025 Q4
|
2/18/2026 |
352
|
$100 M
|
| Electron Capital Partners, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
40
|
$2.2 B
|
| Alberta Investment Management Corp |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
747
|
$17 B
|
| ROBOTTI ROBERT |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
79
|
$560 M
|
| Little Harbor Advisors, LLC |
2025 Q4
|
2/18/2026 |
8
|
$190 M
|
| CrossGen Wealth, LLC |
2025 Q4
|
2/18/2026 |
198
|
$110 M
|
| Plotkin Financial Advisors, LLC |
2025 Q4
|
2/18/2026 |
101
|
$200 M
|
| Royal Harbor Partners, LLC |
2025 Q4
|
2/18/2026 |
51
|
$300 M
|