| Wealth High Governance Capital Ltda |
2025 Q4 - RESTATEMENT
|
6/18/2026 |
46
|
$340 M
|
| Pacer Advisors, Inc. |
2026 Q1 - RESTATEMENT
|
6/18/2026 |
2,354
|
$36 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2020 Q1
|
6/18/2026 |
806
|
$9.6 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2020 Q2
|
6/18/2026 |
824
|
$12 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2020 Q3
|
6/18/2026 |
803
|
$14 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2020 Q4
|
6/18/2026 |
828
|
$17 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2021 Q1
|
6/18/2026 |
820
|
$19 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2021 Q2
|
6/18/2026 |
836
|
$21 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2021 Q3
|
6/18/2026 |
843
|
$20 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2021 Q4
|
6/18/2026 |
858
|
$23 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2022 Q1
|
6/18/2026 |
856
|
$21 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2022 Q2
|
6/18/2026 |
863
|
$18 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2022 Q3
|
6/18/2026 |
861
|
$17 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2022 Q4
|
6/18/2026 |
865
|
$18 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2023 Q1
|
6/18/2026 |
856
|
$20 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2023 Q2
|
6/18/2026 |
859
|
$22 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2023 Q3
|
6/18/2026 |
864
|
$21 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2023 Q4
|
6/18/2026 |
862
|
$28 B
|
| ZAZOVE ASSOCIATES LLC |
2026 Q1 - NEW HOLDINGS
|
6/17/2026 |
151
|
$960 M
|
| First Nebraska Trust Co |
2023 Q1
|
6/17/2026 |
166
|
$790 M
|
| First Nebraska Trust Co |
2023 Q2
|
6/17/2026 |
175
|
$840 M
|
| AMS Capital Ltda |
2026 Q1 - RESTATEMENT
|
6/17/2026 |
15
|
$260 M
|
| STOREBRAND ASSET MANAGEMENT AS |
2024 Q1
|
6/17/2026 |
866
|
$29 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2024 Q2
|
6/17/2026 |
862
|
$30 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2024 Q3
|
6/17/2026 |
865
|
$32 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2024 Q4
|
6/17/2026 |
828
|
$33 B
|
| Optimus Capital Advisors, LLC |
2025 Q4
|
6/16/2026 |
29
|
$170 M
|
| PVG ASSET MANAGEMENT CORP |
2026 Q1
|
6/16/2026 |
125
|
$170 M
|
| First Nebraska Trust Co |
2023 Q3
|
6/16/2026 |
175
|
$810 M
|
| First Nebraska Trust Co |
2023 Q4
|
6/16/2026 |
183
|
$870 M
|
| TT International Asset Management LTD |
2024 Q4 - RESTATEMENT
|
6/16/2026 |
59
|
$690 M
|
| Empowered Funds, LLC |
2026 Q1 - RESTATEMENT
|
6/15/2026 |
8,620
|
$16 B
|
| First Nebraska Trust Co |
2024 Q1
|
6/15/2026 |
192
|
$970 M
|
| Steelhead Wealth Management LLC |
2026 Q1
|
6/15/2026 |
84
|
$200 M
|
| LANDESBANK BADEN-WUERTTEMBERG |
2026 Q1
|
6/15/2026 |
7
|
$490 M
|
| LANDESBANK BADEN-WUERTTEMBERG |
2025 Q4
|
6/15/2026 |
7
|
$550 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2022 Q4
|
6/15/2026 |
779
|
$1.2 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2022 Q3
|
6/15/2026 |
744
|
$1.1 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2020 Q1
|
6/15/2026 |
411
|
$340 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2020 Q2
|
6/15/2026 |
476
|
$450 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2020 Q4
|
6/15/2026 |
566
|
$680 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2020 Q3
|
6/15/2026 |
508
|
$530 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2021 Q3
|
6/15/2026 |
704
|
$980 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2021 Q4
|
6/15/2026 |
772
|
$1.2 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2021 Q1
|
6/15/2026 |
635
|
$770 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2021 Q2
|
6/15/2026 |
700
|
$940 M
|
| First Nebraska Trust Co |
2024 Q2
|
6/15/2026 |
194
|
$970 M
|
| J. R. Prunier Capital Management LLC |
2026 Q1
|
6/15/2026 |
67
|
$240 M
|
| Lombard Odier Asset Management (Europe) Ltd |
2026 Q1 - NEW HOLDINGS
|
6/15/2026 |
1
|
$14 M
|
| ZAZOVE ASSOCIATES LLC |
2026 Q1
|
6/15/2026 |
171
|
$1.2 B
|
| SIMA Wealth Partners, LLC |
2024 Q2
|
6/15/2026 |
185
|
$100 M
|
| J. R. Prunier Capital Management LLC |
2025 Q4
|
6/15/2026 |
70
|
$240 M
|
| SIMA Wealth Partners, LLC |
2024 Q3
|
6/15/2026 |
156
|
$120 M
|
| SIMA Wealth Partners, LLC |
2024 Q4
|
6/15/2026 |
185
|
$120 M
|
| Carmignac Gestion |
2026 Q1
|
6/15/2026 |
112
|
$6.5 B
|
| SIMA Wealth Partners, LLC |
2025 Q1
|
6/15/2026 |
199
|
$120 M
|
| SIMA Wealth Partners, LLC |
2025 Q2
|
6/15/2026 |
168
|
$120 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2022 Q2
|
6/12/2026 |
710
|
$940 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2023 Q3
|
6/12/2026 |
898
|
$1.5 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2023 Q4
|
6/12/2026 |
950
|
$1.9 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2024 Q4
|
6/12/2026 |
1,155
|
$3.0 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2023 Q1
|
6/12/2026 |
836
|
$1.3 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2023 Q2
|
6/12/2026 |
876
|
$1.4 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2024 Q3
|
6/12/2026 |
1,126
|
$2.7 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2024 Q1
|
6/12/2026 |
1,016
|
$2.2 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2024 Q2
|
6/12/2026 |
1,087
|
$2.5 B
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2022 Q1
|
6/12/2026 |
778
|
$1.2 B
|
| National Philanthropic Trust |
2023 Q4
|
6/12/2026 |
308
|
$3.8 B
|
| SHARIAPORTFOLIO, INC. |
2026 Q1
|
6/12/2026 |
40
|
$230 M
|
| Defilade Capital Management, L.P. |
2026 Q1 - RESTATEMENT
|
6/12/2026 |
31
|
$710 M
|
| Militia Capital Management LLC |
2026 Q1 - NEW HOLDINGS
|
6/12/2026 |
267
|
$450 M
|
| First Nebraska Trust Co |
2024 Q3
|
6/12/2026 |
197
|
$1.0 B
|
| First Nebraska Trust Co |
2024 Q4
|
6/12/2026 |
192
|
$1.0 B
|
| S&A Financial Services, Inc. |
2026 Q1
|
6/11/2026 |
87
|
$150 M
|
| E-Wealth Partners, LLC |
2026 Q1
|
6/11/2026 |
56
|
$120 M
|
| Three Bearings Fiduciary Advisors, Inc. |
2026 Q1
|
6/11/2026 |
329
|
$100 M
|
| Three Bearings Fiduciary Advisors, Inc. |
2025 Q4
|
6/11/2026 |
412
|
$110 M
|
| LFG Wealth Partners, LLC |
2026 Q1
|
6/11/2026 |
89
|
$170 M
|
| Brandywine Financial Group |
2026 Q1
|
6/10/2026 |
36
|
$120 M
|
| Brandywine Financial Group |
2025 Q4
|
6/10/2026 |
45
|
$46 M
|
| Curry Webb Wealth Management LLC |
2025 Q4
|
6/10/2026 |
67
|
$200 M
|
| Curry Webb Wealth Management LLC |
2026 Q1
|
6/10/2026 |
63
|
$210 M
|
| US Asset Management LLC |
2026 Q1
|
6/10/2026 |
117
|
$120 M
|
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) |
2026 Q1
|
6/10/2026 |
1
|
$200 M
|
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) |
2025 Q4
|
6/10/2026 |
1
|
$250 M
|
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) |
2025 Q3
|
6/10/2026 |
1
|
$240 M
|
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) |
2025 Q2
|
6/10/2026 |
1
|
$210 M
|
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) |
2025 Q1
|
6/10/2026 |
1
|
$170 M
|
| Dakota Community Bank & Trust NA |
2026 Q1
|
6/10/2026 |
96
|
$30 M
|
| FAS Wealth Partners, Inc. |
2026 Q1
|
6/9/2026 |
511
|
$1.6 B
|
| First Nebraska Trust Co |
2025 Q1
|
6/9/2026 |
190
|
$1.0 B
|
| First Nebraska Trust Co |
2025 Q2
|
6/9/2026 |
195
|
$1.0 B
|
| Contango Wealth Management LLC |
2025 Q4
|
6/9/2026 |
39
|
$89 M
|
| Contango Wealth Management LLC |
2026 Q1
|
6/9/2026 |
52
|
$86 M
|
| Robinswood Financial LLC |
2026 Q1
|
6/9/2026 |
192
|
$79 M
|
| Rathbones Group PLC |
2025 Q4 - NEW HOLDINGS
|
6/9/2026 |
634
|
$26 B
|
| Rathbones Group PLC |
2026 Q1 - NEW HOLDINGS
|
6/9/2026 |
646
|
$25 B
|
| First Nebraska Trust Co |
2025 Q3
|
6/8/2026 |
205
|
$1.1 B
|
| Pine Valley Investments Ltd Liability Co |
2026 Q1
|
6/8/2026 |
574
|
$2.2 B
|
| First National Bank of Mount Dora, Trust Investment Services |
2025 Q3
|
6/8/2026 |
212
|
$450 M
|