| M1 Capital Management LLC |
2024 Q4
|
3/19/2025 |
86
|
$190 M
|
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
2024 Q4
|
3/19/2025 |
46
|
$97 M
|
| Revolve Wealth Partners, LLC |
2024 Q4 - RESTATEMENT
|
3/19/2025 |
221
|
$690 M
|
| DSG Capital Advisors, LLC |
2024 Q4
|
3/19/2025 |
122
|
$550 M
|
| Chancellor Financial Group WB LP |
2024 Q4
|
3/19/2025 |
128
|
$120 M
|
| CRITERIA CAIXA, S.A.U. |
2023 Q4
|
3/18/2025 |
34
|
$890 M
|
| CRITERIA CAIXA, S.A.U. |
2022 Q4
|
3/18/2025 |
41
|
$790 M
|
| CRITERIA CAIXA, S.A.U. |
2021 Q4
|
3/18/2025 |
41
|
$810 M
|
| CRITERIA CAIXA, S.A.U. |
2020 Q4
|
3/18/2025 |
40
|
$540 M
|
| CRITERIA CAIXA, S.A.U. |
2019 Q4
|
3/18/2025 |
18
|
$310 M
|
| CRITERIA CAIXA, S.A.U. |
2024 Q3
|
3/18/2025 |
14
|
$720 M
|
| CRITERIA CAIXA, S.A.U. |
2024 Q2
|
3/18/2025 |
22
|
$750 M
|
| CRITERIA CAIXA, S.A.U. |
2023 Q3
|
3/18/2025 |
37
|
$810 M
|
| CRITERIA CAIXA, S.A.U. |
2022 Q3
|
3/18/2025 |
50
|
$700 M
|
| CRITERIA CAIXA, S.A.U. |
2024 Q1
|
3/18/2025 |
30
|
$940 M
|
| CRITERIA CAIXA, S.A.U. |
2020 Q3
|
3/18/2025 |
39
|
$440 M
|
| CRITERIA CAIXA, S.A.U. |
2022 Q1
|
3/18/2025 |
41
|
$870 M
|
| CRITERIA CAIXA, S.A.U. |
2023 Q1
|
3/18/2025 |
47
|
$840 M
|
| CRITERIA CAIXA, S.A.U. |
2023 Q2
|
3/18/2025 |
41
|
$840 M
|
| CRITERIA CAIXA, S.A.U. |
2021 Q3
|
3/18/2025 |
44
|
$730 M
|
| CRITERIA CAIXA, S.A.U. |
2021 Q1
|
3/18/2025 |
34
|
$630 M
|
| CRITERIA CAIXA, S.A.U. |
2021 Q2
|
3/18/2025 |
40
|
$700 M
|
| CRITERIA CAIXA, S.A.U. |
2022 Q2
|
3/18/2025 |
46
|
$760 M
|
| CRITERIA CAIXA, S.A.U. |
2020 Q2
|
3/18/2025 |
33
|
$400 M
|
| CRITERIA CAIXA, S.A.U. |
2020 Q1
|
3/18/2025 |
26
|
$300 M
|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2024 Q4 - RESTATEMENT
|
3/18/2025 |
3,065
|
$86 B
|
| BANK OF AMERICA CORP /DE/ |
2024 Q3 - NEW HOLDINGS
|
3/18/2025 |
357
|
$40 B
|
| BANK OF AMERICA CORP /DE/ |
2024 Q1 - NEW HOLDINGS
|
3/18/2025 |
351
|
$33 B
|
| Objective Capital Management, LLC |
2024 Q4
|
3/18/2025 |
138
|
$150 M
|
| Triton Wealth Management, PLLC |
2024 Q4
|
3/18/2025 |
94
|
$190 M
|
| CWC Advisors, LLC. |
2024 Q4
|
3/18/2025 |
121
|
$100 M
|
| 111 Capital |
2024 Q4
|
3/18/2025 |
383
|
$480 M
|
| CIBRA Capital Ltd |
2024 Q4
|
3/18/2025 |
24
|
$150 M
|
| Thoma Capital Management LLC |
2024 Q4
|
3/18/2025 |
63
|
$150 M
|
| General Pension Society PZU Joint Stock Co |
2013 Q2
|
3/18/2025 |
7
|
$140 M
|
| General Pension Society PZU Joint Stock Co |
2013 Q3
|
3/18/2025 |
24
|
$280 M
|
| General Pension Society PZU Joint Stock Co |
2013 Q4
|
3/18/2025 |
16
|
$150 M
|
| General Pension Society PZU Joint Stock Co |
2014 Q1
|
3/18/2025 |
16
|
$220 M
|
| General Pension Society PZU Joint Stock Co |
2014 Q2
|
3/18/2025 |
17
|
$240 M
|
| General Pension Society PZU Joint Stock Co |
2014 Q3
|
3/18/2025 |
17
|
$220 M
|
| General Pension Society PZU Joint Stock Co |
2014 Q4
|
3/18/2025 |
17
|
$160 M
|
| American Assets Investment Management, LLC |
2024 Q4 - NEW HOLDINGS
|
3/17/2025 |
4
|
$3.1 M
|
| AMERICAN ASSETS INC |
2024 Q4 - RESTATEMENT
|
3/17/2025 |
19
|
$320 M
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2024 Q4 - RESTATEMENT
|
3/17/2025 |
2,944
|
$52 B
|
| NorthCrest Asset Manangement, LLC |
2024 Q4 - RESTATEMENT
|
3/17/2025 |
563
|
$3.3 B
|
| MEMBERS WEALTH LLC |
2024 Q4
|
3/17/2025 |
110
|
$130 M
|
| General Pension Society PZU Joint Stock Co |
2015 Q1
|
3/17/2025 |
15
|
$130 M
|
| General Pension Society PZU Joint Stock Co |
2015 Q2
|
3/17/2025 |
15
|
$130 M
|
| General Pension Society PZU Joint Stock Co |
2015 Q3
|
3/17/2025 |
15
|
$120 M
|
| General Pension Society PZU Joint Stock Co |
2015 Q4
|
3/17/2025 |
17
|
$130 M
|
| General Pension Society PZU Joint Stock Co |
2016 Q1
|
3/17/2025 |
16
|
$140 M
|
| General Pension Society PZU Joint Stock Co |
2016 Q2
|
3/17/2025 |
16
|
$130 M
|
| General Pension Society PZU Joint Stock Co |
2016 Q3
|
3/17/2025 |
17
|
$180 M
|
| General Pension Society PZU Joint Stock Co |
2016 Q4
|
3/17/2025 |
15
|
$190 M
|
| TABLEAUX LLC |
2024 Q4
|
3/14/2025 |
75
|
$120 M
|
| Keystone Financial Services, LLC |
2024 Q4
|
3/14/2025 |
44
|
$110 M
|
| Leicht Financial Planning & Wealth Management, Inc. |
2024 Q4
|
3/14/2025 |
17
|
$200 M
|
| General Pension Society PZU Joint Stock Co |
2017 Q1
|
3/14/2025 |
15
|
$200 M
|
| General Pension Society PZU Joint Stock Co |
2017 Q2
|
3/14/2025 |
15
|
$200 M
|
| General Pension Society PZU Joint Stock Co |
2017 Q3
|
3/14/2025 |
14
|
$210 M
|
| General Pension Society PZU Joint Stock Co |
2017 Q4
|
3/14/2025 |
14
|
$220 M
|
| General Pension Society PZU Joint Stock Co |
2018 Q1
|
3/14/2025 |
14
|
$210 M
|
| General Pension Society PZU Joint Stock Co |
2018 Q2
|
3/14/2025 |
14
|
$240 M
|
| General Pension Society PZU Joint Stock Co |
2018 Q3
|
3/14/2025 |
14
|
$250 M
|
| Lansforsakringar Fondforvaltning AB (publ) |
2024 Q4
|
3/14/2025 |
271
|
$8.5 B
|
| General Pension Society PZU Joint Stock Co |
2018 Q4
|
3/14/2025 |
14
|
$220 M
|
| General Pension Society PZU Joint Stock Co |
2019 Q1
|
3/14/2025 |
15
|
$260 M
|
| General Pension Society PZU Joint Stock Co |
2019 Q2
|
3/14/2025 |
15
|
$240 M
|
| General Pension Society PZU Joint Stock Co |
2019 Q3
|
3/14/2025 |
14
|
$230 M
|
| General Pension Society PZU Joint Stock Co |
2019 Q4
|
3/14/2025 |
14
|
$240 M
|
| Hara Capital LLC |
2024 Q4 - NEW HOLDINGS
|
3/14/2025 |
304
|
$160 M
|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2024 Q4
|
3/13/2025 |
40
|
$120 M
|
| PKO Investment Management Joint-Stock Co |
2022 Q3
|
3/13/2025 |
134
|
$590 M
|
| PKO Investment Management Joint-Stock Co |
2022 Q4
|
3/13/2025 |
135
|
$690 M
|
| PKO Investment Management Joint-Stock Co |
2022 Q2
|
3/13/2025 |
126
|
$690 M
|
| PKO Investment Management Joint-Stock Co |
2023 Q1
|
3/13/2025 |
142
|
$760 M
|
| PKO Investment Management Joint-Stock Co |
2022 Q1
|
3/13/2025 |
117
|
$830 M
|
| PKO Investment Management Joint-Stock Co |
2023 Q2
|
3/13/2025 |
143
|
$820 M
|
| PKO Investment Management Joint-Stock Co |
2023 Q3
|
3/13/2025 |
134
|
$740 M
|
| PKO Investment Management Joint-Stock Co |
2021 Q4
|
3/13/2025 |
105
|
$890 M
|
| PKO Investment Management Joint-Stock Co |
2021 Q3
|
3/13/2025 |
106
|
$830 M
|
| PKO Investment Management Joint-Stock Co |
2021 Q2
|
3/13/2025 |
97
|
$800 M
|
| PKO Investment Management Joint-Stock Co |
2021 Q1
|
3/13/2025 |
91
|
$620 M
|
| PKO Investment Management Joint-Stock Co |
2020 Q4
|
3/13/2025 |
87
|
$590 M
|
| PKO Investment Management Joint-Stock Co |
2017 Q4
|
3/13/2025 |
82
|
$400 M
|
| PKO Investment Management Joint-Stock Co |
2017 Q3
|
3/13/2025 |
83
|
$370 M
|
| PKO Investment Management Joint-Stock Co |
2017 Q2
|
3/13/2025 |
79
|
$300 M
|
| PKO Investment Management Joint-Stock Co |
2017 Q1
|
3/13/2025 |
74
|
$220 M
|
| General Pension Society PZU Joint Stock Co |
2020 Q1
|
3/13/2025 |
14
|
$170 M
|
| PKO Investment Management Joint-Stock Co |
2018 Q1
|
3/13/2025 |
83
|
$450 M
|
| PKO Investment Management Joint-Stock Co |
2016 Q4
|
3/13/2025 |
66
|
$150 M
|
| PKO Investment Management Joint-Stock Co |
2018 Q2
|
3/13/2025 |
96
|
$480 M
|
| PKO Investment Management Joint-Stock Co |
2016 Q3
|
3/13/2025 |
47
|
$160 M
|
| General Pension Society PZU Joint Stock Co |
2020 Q2
|
3/13/2025 |
14
|
$220 M
|
| PKO Investment Management Joint-Stock Co |
2016 Q2
|
3/13/2025 |
45
|
$140 M
|
| General Pension Society PZU Joint Stock Co |
2020 Q3
|
3/13/2025 |
14
|
$240 M
|
| PKO Investment Management Joint-Stock Co |
2016 Q1
|
3/13/2025 |
46
|
$150 M
|
| General Pension Society PZU Joint Stock Co |
2020 Q4
|
3/13/2025 |
15
|
$300 M
|
| PKO Investment Management Joint-Stock Co |
2015 Q4
|
3/13/2025 |
46
|
$140 M
|
| PKO Investment Management Joint-Stock Co |
2015 Q3
|
3/13/2025 |
46
|
$110 M
|