| Ramiah Investment Group |
2022 Q4 - NEW HOLDINGS
|
5/29/2026 |
32
|
$19 M
|
| Ramiah Investment Group |
2022 Q3 - NEW HOLDINGS
|
5/29/2026 |
37
|
$17 M
|
| Ramiah Investment Group |
2022 Q2 - NEW HOLDINGS
|
5/29/2026 |
36
|
$15 M
|
| Ipsen Advisor Group LLC |
2026 Q1
|
5/29/2026 |
104
|
$140 M
|
| PERCEPTIVE ADVISORS LLC |
2026 Q1 - RESTATEMENT
|
5/29/2026 |
94
|
$5.1 B
|
| Mullaney, Keating & Wright, Inc. |
2026 Q1
|
5/29/2026 |
68
|
$180 M
|
| Mullaney, Keating & Wright, Inc. |
2025 Q4
|
5/29/2026 |
72
|
$190 M
|
| Mullaney, Keating & Wright, Inc. |
2025 Q3
|
5/29/2026 |
69
|
$180 M
|
| Mullaney, Keating & Wright, Inc. |
2025 Q2
|
5/29/2026 |
59
|
$150 M
|
| Mullaney, Keating & Wright, Inc. |
2025 Q1
|
5/29/2026 |
59
|
$150 M
|
| Mullaney, Keating & Wright, Inc. |
2024 Q3
|
5/29/2026 |
56
|
$140 M
|
| Mullaney, Keating & Wright, Inc. |
2024 Q4
|
5/29/2026 |
60
|
$150 M
|
| Mullaney, Keating & Wright, Inc. |
2024 Q2
|
5/29/2026 |
53
|
$130 M
|
| Peak Planning Group, LLC |
2020 Q3
|
5/29/2026 |
49
|
$71 M
|
| Asset Dedication, LLC |
2026 Q1
|
5/29/2026 |
1,114
|
$1.4 B
|
| LAVELLE CAPITAL LP |
2025 Q4
|
5/29/2026 |
89
|
$160 M
|
| Krane Financial Solutions LLC |
2026 Q1
|
5/29/2026 |
48
|
$150 M
|
| Ramiah Investment Group |
2022 Q1 - NEW HOLDINGS
|
5/28/2026 |
25
|
$18 M
|
| Ramiah Investment Group |
2025 Q2
|
5/28/2026 |
58
|
$93 M
|
| Ramiah Investment Group |
2024 Q3
|
5/28/2026 |
64
|
$110 M
|
| Ramiah Investment Group |
2024 Q4
|
5/28/2026 |
60
|
$110 M
|
| Ramiah Investment Group |
2020 Q4
|
5/28/2026 |
79
|
$120 M
|
| Ramiah Investment Group |
2020 Q3
|
5/28/2026 |
75
|
$100 M
|
| Ramiah Investment Group |
2021 Q2
|
5/28/2026 |
83
|
$140 M
|
| Ramiah Investment Group |
2021 Q1
|
5/28/2026 |
86
|
$130 M
|
| Ramiah Investment Group |
2021 Q3
|
5/28/2026 |
84
|
$140 M
|
| Ramiah Investment Group |
2021 Q4
|
5/28/2026 |
72
|
$150 M
|
| Ramiah Investment Group |
2024 Q1
|
5/28/2026 |
61
|
$110 M
|
| Ramiah Investment Group |
2024 Q2
|
5/28/2026 |
62
|
$100 M
|
| Ramiah Investment Group |
2020 Q2
|
5/28/2026 |
78
|
$95 M
|
| Ramiah Investment Group |
2020 Q1
|
5/28/2026 |
73
|
$56 M
|
| Provida Pension Fund Administrator |
2025 Q4 - NEW HOLDINGS
|
5/28/2026 |
58
|
$5.8 B
|
| Keyframe Capital Partners, L.P. |
2026 Q1
|
5/28/2026 |
1
|
$230 k
|
| CYRUS CAPITAL PARTNERS, L.P. |
2026 Q1
|
5/28/2026 |
6
|
$200 M
|
| SIMA Wealth Partners, LLC |
2025 Q3
|
5/28/2026 |
180
|
$130 M
|
| SIMA Wealth Partners, LLC |
2025 Q4
|
5/28/2026 |
145
|
$130 M
|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA |
2026 Q1 - RESTATEMENT
|
5/28/2026 |
12
|
$3.0 B
|
| Henshaw Capital LLC |
2026 Q1
|
5/28/2026 |
160
|
$2.7 B
|
| Henshaw Capital LLC |
2025 Q4
|
5/28/2026 |
161
|
$2.8 B
|
| Henshaw Capital LLC |
2024 Q4
|
5/28/2026 |
298
|
$2.4 B
|
| Henshaw Capital LLC |
2025 Q3
|
5/28/2026 |
256
|
$2.7 B
|
| Henshaw Capital LLC |
2025 Q2
|
5/28/2026 |
291
|
$2.5 B
|
| Henshaw Capital LLC |
2025 Q1
|
5/28/2026 |
292
|
$2.3 B
|
| Henshaw Capital LLC |
2023 Q3
|
5/28/2026 |
277
|
$1.7 B
|
| Henshaw Capital LLC |
2023 Q4
|
5/28/2026 |
280
|
$1.9 B
|
| Henshaw Capital LLC |
2024 Q2
|
5/28/2026 |
282
|
$2.2 B
|
| Henshaw Capital LLC |
2024 Q3
|
5/28/2026 |
302
|
$2.4 B
|
| Henshaw Capital LLC |
2024 Q1
|
5/28/2026 |
283
|
$2.1 B
|
| Henshaw Capital LLC |
2023 Q1
|
5/28/2026 |
255
|
$1.6 B
|
| Henshaw Capital LLC |
2022 Q4
|
5/28/2026 |
251
|
$1.5 B
|
| Henshaw Capital LLC |
2023 Q2
|
5/28/2026 |
258
|
$1.7 B
|
| Henshaw Capital LLC |
2021 Q4
|
5/28/2026 |
324
|
$1.8 B
|
| Henshaw Capital LLC |
2022 Q1
|
5/28/2026 |
315
|
$1.7 B
|
| Henshaw Capital LLC |
2022 Q2
|
5/28/2026 |
301
|
$1.4 B
|
| Henshaw Capital LLC |
2022 Q3
|
5/28/2026 |
294
|
$1.4 B
|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA |
2025 Q3 - NEW HOLDINGS
|
5/28/2026 |
8
|
$1.8 B
|
| Henshaw Capital LLC |
2021 Q2
|
5/28/2026 |
349
|
$1.6 B
|
| Henshaw Capital LLC |
2021 Q3
|
5/28/2026 |
327
|
$1.6 B
|
| Henshaw Capital LLC |
2020 Q4
|
5/28/2026 |
341
|
$1.3 B
|
| Henshaw Capital LLC |
2021 Q1
|
5/28/2026 |
345
|
$1.5 B
|
| Henshaw Capital LLC |
2019 Q4
|
5/28/2026 |
273
|
$1.3 B
|
| Henshaw Capital LLC |
2019 Q1
|
5/28/2026 |
284
|
$1.1 B
|
| Henshaw Capital LLC |
2019 Q2
|
5/28/2026 |
292
|
$1.2 B
|
| Henshaw Capital LLC |
2019 Q3
|
5/28/2026 |
284
|
$1.2 B
|
| Henshaw Capital LLC |
2020 Q3
|
5/28/2026 |
314
|
$1.3 B
|
| Henshaw Capital LLC |
2020 Q2
|
5/28/2026 |
311
|
$1.2 B
|
| Henshaw Capital LLC |
2020 Q1
|
5/28/2026 |
281
|
$1.0 B
|
| Henshaw Capital LLC |
2018 Q1
|
5/28/2026 |
294
|
$1.1 B
|
| Henshaw Capital LLC |
2018 Q4
|
5/28/2026 |
271
|
$1.0 B
|
| Henshaw Capital LLC |
2018 Q2
|
5/28/2026 |
301
|
$1.1 B
|
| Henshaw Capital LLC |
2018 Q3
|
5/28/2026 |
300
|
$1.2 B
|
| Henshaw Capital LLC |
2017 Q3
|
5/28/2026 |
270
|
$980 M
|
| Henshaw Capital LLC |
2017 Q4
|
5/28/2026 |
279
|
$1.0 B
|
| Henshaw Capital LLC |
2017 Q2
|
5/28/2026 |
284
|
$960 M
|
| Henshaw Capital LLC |
2017 Q1
|
5/28/2026 |
280
|
$910 M
|
| Henshaw Capital LLC |
2016 Q4
|
5/28/2026 |
276
|
$850 M
|
| Henshaw Capital LLC |
2016 Q2
|
5/28/2026 |
263
|
$770 M
|
| Henshaw Capital LLC |
2016 Q3
|
5/28/2026 |
269
|
$810 M
|
| Henshaw Capital LLC |
2016 Q1
|
5/28/2026 |
260
|
$750 M
|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA |
2025 Q2 - NEW HOLDINGS
|
5/28/2026 |
6
|
$1.2 B
|
| Bannerstone Capital Management, LLC |
2025 Q4
|
5/28/2026 |
100
|
$100 M
|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA |
2025 Q4 - NEW HOLDINGS
|
5/28/2026 |
10
|
$2.8 B
|
| Challenger Wealth Management |
2026 Q1
|
5/28/2026 |
58
|
$130 M
|
| Blue Fin Capital, Inc. |
2026 Q1
|
5/28/2026 |
150
|
$610 M
|
| Carlson Capital, L.P. |
2026 Q1
|
5/28/2026 |
72
|
$320 M
|
| LAVELLE CAPITAL LP |
2026 Q1
|
5/28/2026 |
70
|
$160 M
|
| COZAD ASSET MANAGEMENT INC |
2026 Q1
|
5/28/2026 |
421
|
$1.3 B
|
| Avidity Partners Management LP |
2026 Q1 - NEW HOLDINGS
|
5/27/2026 |
45
|
$490 M
|
| MARIPAU WEALTH MANAGEMENT LLC |
2026 Q1 - RESTATEMENT
|
5/27/2026 |
166
|
$230 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2018 Q4
|
5/27/2026 |
84
|
$200 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2018 Q3
|
5/27/2026 |
82
|
$200 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2018 Q2
|
5/27/2026 |
82
|
$210 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2018 Q1
|
5/27/2026 |
82
|
$210 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2017 Q4
|
5/27/2026 |
79
|
$210 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2017 Q3
|
5/27/2026 |
81
|
$200 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2017 Q2
|
5/27/2026 |
82
|
$200 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2017 Q1
|
5/27/2026 |
83
|
$190 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2016 Q4
|
5/27/2026 |
82
|
$180 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2016 Q3
|
5/27/2026 |
82
|
$180 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2016 Q2
|
5/27/2026 |
84
|
$180 M
|