| Vancity Investment Management Ltd |
2026 Q2
|
8/24/2026 |
|
$0
|
| Advisors Asset Management, Inc. |
2022 Q4 - NEW HOLDINGS
|
8/21/2026 |
1
|
$63 k
|
| Advisors Asset Management, Inc. |
2022 Q3 - NEW HOLDINGS
|
8/21/2026 |
1
|
$54 k
|
| Advisors Asset Management, Inc. |
2025 Q2 - NEW HOLDINGS
|
8/21/2026 |
5
|
$61 k
|
| Advisors Asset Management, Inc. |
2024 Q3 - RESTATEMENT
|
8/21/2026 |
1,485
|
$5.4 B
|
| Advisors Asset Management, Inc. |
2024 Q3 - NEW HOLDINGS
|
8/21/2026 |
4
|
$46 k
|
| Advisors Asset Management, Inc. |
2024 Q2 - RESTATEMENT
|
8/21/2026 |
1,461
|
$5.1 B
|
| Advisors Asset Management, Inc. |
2024 Q4 - NEW HOLDINGS
|
8/21/2026 |
4
|
$46 k
|
| Advisors Asset Management, Inc. |
2024 Q4 - RESTATEMENT
|
8/21/2026 |
1,497
|
$5.4 B
|
| ASHFORD CAPITAL MANAGEMENT INC |
2026 Q2
|
8/21/2026 |
108
|
$930 M
|
| Royalty Pharma Sub-Manager, LLC |
2026 Q2 - RESTATEMENT
|
8/21/2026 |
4
|
$240 M
|
| Royalty Pharma Sub-Manager, LLC |
2026 Q1 - RESTATEMENT
|
8/21/2026 |
4
|
$170 M
|
| Harbor Spring Capital, LLC |
2026 Q2
|
8/21/2026 |
1
|
$0
|
| Royalty Pharma Sub-Manager, LLC |
2025 Q4 - RESTATEMENT
|
8/21/2026 |
4
|
$170 M
|
| Delaney Dennis R |
2026 Q2
|
8/21/2026 |
246
|
$310 M
|
| Kidder Stephen W |
2026 Q2
|
8/21/2026 |
326
|
$400 M
|
| Advisors Asset Management, Inc. |
2025 Q3 - NEW HOLDINGS
|
8/21/2026 |
6
|
$78 k
|
| Advisors Asset Management, Inc. |
2025 Q1 - NEW HOLDINGS
|
8/21/2026 |
6
|
$75 k
|
| Envision Financial Transparency, LLC |
2026 Q2
|
8/21/2026 |
59
|
$120 M
|
| Advisors Asset Management, Inc. |
2020 Q1 - NEW HOLDINGS
|
8/21/2026 |
4
|
$100 k
|
| Advisors Asset Management, Inc. |
2025 Q4 - NEW HOLDINGS
|
8/21/2026 |
7
|
$120 k
|
| Advisors Asset Management, Inc. |
2025 Q4 - RESTATEMENT
|
8/21/2026 |
1,466
|
$6.0 B
|
| HARVEY CAPITAL MANAGEMENT INC |
2026 Q2 - RESTATEMENT
|
8/21/2026 |
92
|
$490 M
|
| Advisors Asset Management, Inc. |
2020 Q1 - RESTATEMENT
|
8/21/2026 |
1,525
|
$4.2 B
|
| Bernard Wealth Management Corp. |
2026 Q2
|
8/21/2026 |
325
|
$270 M
|
| Nokomis Capital, L.L.C. |
2026 Q2 - RESTATEMENT
|
8/21/2026 |
55
|
$290 M
|
| WEST MICHIGAN ADVISORS, LLC |
2026 Q2 - RESTATEMENT
|
8/21/2026 |
295
|
$530 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2025 Q3 - RESTATEMENT
|
8/21/2026 |
8
|
$120 M
|
| First Nebraska Trust Co |
2004 Q3
|
8/21/2026 |
91
|
$210 M
|
| Assenagon Asset Management S.A. |
2026 Q2 - NEW HOLDINGS
|
8/21/2026 |
1,159
|
$80 B
|
| First Nebraska Trust Co |
2004 Q4
|
8/21/2026 |
88
|
$240 M
|
| Kings Path Partners LLC |
2026 Q1 - RESTATEMENT
|
8/20/2026 |
292
|
$290 M
|
| Anderson Financial Strategies, LLC |
2026 Q2
|
8/20/2026 |
36
|
$190 M
|
| Rehmann Capital Advisory Group |
2026 Q2
|
8/20/2026 |
702
|
$2.2 B
|
| Jackson Wealth Management, LLC |
2026 Q2
|
8/20/2026 |
86
|
$170 M
|
| GILL CAPITAL PARTNERS, LLC |
2026 Q2
|
8/20/2026 |
702
|
$380 M
|
| Condire Management, LP |
2026 Q2 - NEW HOLDINGS
|
8/20/2026 |
1
|
$87 M
|
| Ridgepath Capital Management LLC |
2026 Q2
|
8/20/2026 |
54
|
$230 M
|
| Layline Advisors, LLC |
2026 Q2
|
8/20/2026 |
82
|
$110 M
|
| ATX Financial Planning, LLC |
2026 Q2
|
8/20/2026 |
83
|
$150 M
|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
2026 Q2
|
8/20/2026 |
408
|
$3.1 B
|
| American Beacon Advisors, Inc. |
2026 Q2
|
8/20/2026 |
3
|
$14 M
|
| Forefront Wealth Partners, LLC |
2026 Q2
|
8/20/2026 |
177
|
$320 M
|
| First Nebraska Trust Co |
2005 Q1
|
8/20/2026 |
89
|
$220 M
|
| DEPRINCE RACE & ZOLLO INC |
2026 Q2
|
8/20/2026 |
188
|
$6.0 B
|
| First Nebraska Trust Co |
2005 Q2
|
8/20/2026 |
84
|
$220 M
|
| Harvest Fund Management Co., Ltd |
2026 Q2
|
8/19/2026 |
456
|
$3.0 B
|
| Pandowealth. LLC |
2026 Q2 - RESTATEMENT
|
8/19/2026 |
18
|
$120 M
|
| CANTOR FITZGERALD, L. P. |
2026 Q2 - NEW HOLDINGS
|
8/19/2026 |
334
|
$9.3 B
|
| First Nebraska Trust Co |
2005 Q3
|
8/19/2026 |
80
|
$210 M
|
| First Nebraska Trust Co |
2005 Q4
|
8/19/2026 |
79
|
$210 M
|
| RESOLUTE WEALTH ADVISOR, INC. |
2026 Q2
|
8/19/2026 |
94
|
$180 M
|
| CALIFORNIA FIRST LEASING CORP |
2026 Q2
|
8/19/2026 |
34
|
$470 M
|
| Bullish |
2026 Q2
|
8/19/2026 |
3
|
$180 M
|
| Bullish |
2026 Q1
|
8/19/2026 |
4
|
$210 M
|
| Bullish |
2025 Q4
|
8/19/2026 |
3
|
$270 M
|
| Sustainable Insight Capital Management, LLC |
2026 Q2
|
8/19/2026 |
78
|
$230 M
|
| MERCER GLOBAL ADVISORS INC /ADV |
2026 Q2 - RESTATEMENT
|
8/19/2026 |
3,717
|
$81 B
|
| Pangea Capital Gestao de Recursos Ltda. |
2026 Q1 - RESTATEMENT
|
8/19/2026 |
9
|
$130 M
|
| Palo Alto Investors LP |
2026 Q2 - RESTATEMENT
|
8/19/2026 |
52
|
$720 M
|
| STOCK YARDS BANK & TRUST CO |
2026 Q2 - RESTATEMENT
|
8/19/2026 |
694
|
$3.5 B
|
| Custos Family Office, LLC |
2026 Q1
|
8/19/2026 |
67
|
$140 M
|
| Custos Family Office, LLC |
2026 Q2
|
8/19/2026 |
71
|
$170 M
|
| Kalehua Capital Management LLC |
2026 Q2 - NEW HOLDINGS
|
8/19/2026 |
26
|
$170 M
|
| Arbiter Partners Capital Management LLC |
2026 Q2 - NEW HOLDINGS
|
8/19/2026 |
42
|
$190 M
|
| Bullock Wealth Management Group |
2026 Q2
|
8/19/2026 |
608
|
$230 M
|
| Lombard Odier Asset Management (Europe) Ltd |
2026 Q2 - NEW HOLDINGS
|
8/19/2026 |
1
|
$24 M
|
| BOUSSARD & GAVAUDAN GESTION SAS |
2026 Q2
|
8/19/2026 |
117
|
$2.0 B
|
| Expect Equity LLC |
2026 Q1 - RESTATEMENT
|
8/19/2026 |
62
|
$130 M
|
| Expect Equity LLC |
2025 Q4 - RESTATEMENT
|
8/19/2026 |
58
|
$120 M
|
| Goodwin Investment Advisory |
2026 Q2
|
8/19/2026 |
111
|
$50 M
|
| SPX Gestao de Recursos Ltda |
2026 Q2 - RESTATEMENT
|
8/19/2026 |
88
|
$900 M
|
| IKE Capital, LLC |
2025 Q4
|
8/19/2026 |
75
|
$110 M
|
| Prosperitas Financial LLC |
2026 Q2
|
8/19/2026 |
141
|
$310 M
|
| Field & Main Bank |
2026 Q2 - RESTATEMENT
|
8/19/2026 |
340
|
$480 M
|
| Kingsview Wealth Management, LLC |
2026 Q2
|
8/18/2026 |
1,574
|
$8.3 B
|
| Vermillion & White Wealth Management Group, LLC |
2026 Q2
|
8/18/2026 |
69
|
$200 M
|
| Wilson & Boucher Capital Management, LLC |
2026 Q2
|
8/18/2026 |
121
|
$170 M
|
| Financial Avengers, Inc. |
2026 Q2
|
8/18/2026 |
158
|
$240 M
|
| Madryn Asset Management, LP |
2026 Q2
|
8/18/2026 |
2
|
$37 M
|
| Archer Investment Corp |
2026 Q2 - NEW HOLDINGS
|
8/18/2026 |
1,254
|
$520 M
|
| Fox Hill Wealth Management |
2026 Q2
|
8/18/2026 |
120
|
$250 M
|
| First Nebraska Trust Co |
2006 Q2
|
8/18/2026 |
80
|
$210 M
|
| First Nebraska Trust Co |
2006 Q1
|
8/18/2026 |
82
|
$220 M
|
| Nantahala Capital Management, LLC |
2026 Q2 - NEW HOLDINGS
|
8/18/2026 |
155
|
$3.0 B
|
| Fayez Sarofim & Co |
2026 Q2
|
8/17/2026 |
536
|
$43 B
|
| STONEBRIDGE CAPITAL MANAGEMENT INC |
2026 Q2
|
8/17/2026 |
70
|
$210 M
|
| Sanchez Levi Garrett |
2026 Q2
|
8/17/2026 |
75
|
$180 M
|
| Lifetime Wealth Management P.C. |
2026 Q2
|
8/17/2026 |
90
|
$170 M
|
| Jacobs Equity LLC |
2026 Q2
|
8/17/2026 |
121
|
$140 M
|
| Maxele Advisors, LLC |
2026 Q2
|
8/17/2026 |
98
|
$140 M
|
| Seven Fleet Capital Management LP |
2026 Q2
|
8/17/2026 |
114
|
$610 M
|
| Strive Financial Group ,LLC |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
854
|
$230 M
|
| Yukon Wealth Management, Inc. |
2026 Q2
|
8/17/2026 |
132
|
$350 M
|
| Papamarkou Wellner Asset Management inc. |
2026 Q2
|
8/17/2026 |
75
|
$160 M
|
| Comprehensive Money Management Services LLC |
2026 Q2
|
8/17/2026 |
200
|
$160 M
|
| Parvin Asset Management, LLC |
2026 Q2
|
8/17/2026 |
320
|
$130 M
|
| SwitchPoint Financial Planning, LLC |
2026 Q2
|
8/17/2026 |
113
|
$170 M
|
| American Family Investments, Inc. |
2026 Q2
|
8/17/2026 |
13
|
$5.5 B
|
| Balanced Rock Investment Advisors LLC |
2026 Q2
|
8/17/2026 |
102
|
$160 M
|