| Global Wealth Strategies & Associates |
2025 Q4
|
1/2/2026 |
549
|
$400 M
|
| CACTI ASSET MANAGEMENT LLC |
2025 Q4
|
1/2/2026 |
79
|
$1.7 B
|
| PVG ASSET MANAGEMENT CORP |
2025 Q3
|
12/31/2025 |
67
|
$27 M
|
| Triumph Capital Management |
2025 Q2 - RESTATEMENT
|
12/29/2025 |
286
|
$330 M
|
| Narus Financial Partners, LLC |
2025 Q3
|
12/29/2025 |
117
|
$94 M
|
| Davis Selected Advisers |
2025 Q3 - RESTATEMENT
|
12/29/2025 |
107
|
$19 B
|
| Swiss Life Asset Management Ltd |
2015 Q1
|
12/29/2025 |
273
|
$2.5 B
|
| Swiss Life Asset Management Ltd |
2016 Q1
|
12/29/2025 |
399
|
$2.4 B
|
| Swiss Life Asset Management Ltd |
2015 Q4
|
12/29/2025 |
354
|
$2.2 B
|
| Swiss Life Asset Management Ltd |
2015 Q2
|
12/29/2025 |
317
|
$2.9 B
|
| Swiss Life Asset Management Ltd |
2015 Q3
|
12/29/2025 |
362
|
$2.1 B
|
| Swiss Life Asset Management Ltd |
2016 Q2
|
12/29/2025 |
358
|
$2.4 B
|
| Swiss Life Asset Management Ltd |
2016 Q3
|
12/29/2025 |
469
|
$2.9 B
|
| Swiss Life Asset Management Ltd |
2016 Q4
|
12/29/2025 |
540
|
$3.0 B
|
| Swiss Life Asset Management Ltd |
2017 Q1
|
12/29/2025 |
572
|
$3.7 B
|
| Swiss Life Asset Management Ltd |
2017 Q2
|
12/29/2025 |
579
|
$3.9 B
|
| Swiss Life Asset Management Ltd |
2017 Q3
|
12/29/2025 |
597
|
$3.7 B
|
| Swiss Life Asset Management Ltd |
2017 Q4
|
12/29/2025 |
623
|
$4.5 B
|
| Swiss Life Asset Management Ltd |
2019 Q1
|
12/29/2025 |
653
|
$7.9 B
|
| Swiss Life Asset Management Ltd |
2019 Q2
|
12/29/2025 |
861
|
$8.3 B
|
| Swiss Life Asset Management Ltd |
2019 Q3
|
12/29/2025 |
818
|
$7.7 B
|
| Swiss Life Asset Management Ltd |
2019 Q4
|
12/29/2025 |
806
|
$5.3 B
|
| Swiss Life Asset Management Ltd |
2020 Q1
|
12/29/2025 |
807
|
$5.3 B
|
| Swiss Life Asset Management Ltd |
2020 Q2
|
12/29/2025 |
819
|
$6.2 B
|
| Swiss Life Asset Management Ltd |
2020 Q3
|
12/29/2025 |
662
|
$6.7 B
|
| Swiss Life Asset Management Ltd |
2020 Q4
|
12/29/2025 |
687
|
$6.8 B
|
| Swiss Life Asset Management Ltd |
2021 Q1
|
12/29/2025 |
734
|
$7.0 B
|
| Swiss Life Asset Management Ltd |
2021 Q2
|
12/29/2025 |
736
|
$9.9 B
|
| Swiss Life Asset Management Ltd |
2021 Q3
|
12/29/2025 |
811
|
$7.2 B
|
| Swiss Life Asset Management Ltd |
2021 Q4
|
12/29/2025 |
815
|
$7.7 B
|
| MIROVA |
2025 Q3
|
12/29/2025 |
111
|
$710 M
|
| Swiss Life Asset Management Ltd |
2018 Q1
|
12/29/2025 |
520
|
$5.7 B
|
| Swiss Life Asset Management Ltd |
2018 Q2
|
12/29/2025 |
664
|
$6.7 B
|
| Swiss Life Asset Management Ltd |
2018 Q3
|
12/29/2025 |
691
|
$7.5 B
|
| Swiss Life Asset Management Ltd |
2018 Q4
|
12/29/2025 |
211
|
$4.9 B
|
| Cape Investment Advisory, Inc. |
2025 Q3
|
12/29/2025 |
1,199
|
$100 M
|
| Triumph Capital Management |
2025 Q3 - RESTATEMENT
|
12/23/2025 |
319
|
$370 M
|
| SHERMAN PORFOLIOS, LLC |
2024 Q4
|
12/22/2025 |
56
|
$230 M
|
| SHERMAN PORFOLIOS, LLC |
2025 Q2
|
12/22/2025 |
57
|
$250 M
|
| SHERMAN PORFOLIOS, LLC |
2025 Q3
|
12/22/2025 |
70
|
$280 M
|
| PMG Family Office LLC |
2025 Q3
|
12/22/2025 |
98
|
$89 M
|
| NewGen Equity Long/Short Fund |
2025 Q3 - RESTATEMENT
|
12/19/2025 |
1
|
$0
|
| Patriot Financial Partners GP II, L.P. |
2025 Q3 - RESTATEMENT
|
12/19/2025 |
12
|
$320 M
|
| Finivi Inc. |
2025 Q3
|
12/19/2025 |
97
|
$160 M
|
| Finivi Inc. |
2025 Q2
|
12/19/2025 |
99
|
$150 M
|
| Finivi Inc. |
2025 Q1
|
12/19/2025 |
86
|
$120 M
|
| Finivi Inc. |
2024 Q4
|
12/19/2025 |
89
|
$130 M
|
| Finivi Inc. |
2024 Q3
|
12/19/2025 |
85
|
$120 M
|
| Finivi Inc. |
2024 Q2
|
12/19/2025 |
90
|
$120 M
|
| Finivi Inc. |
2023 Q4
|
12/19/2025 |
90
|
$100 M
|
| Finivi Inc. |
2021 Q4
|
12/19/2025 |
75
|
$95 M
|
| Finivi Inc. |
2024 Q1
|
12/19/2025 |
84
|
$110 M
|
| ADVISORS MANAGEMENT GROUP INC /ADV |
2025 Q3
|
12/18/2025 |
155
|
$570 M
|
| WGI DM, LLC |
2025 Q3 - NEW HOLDINGS
|
12/18/2025 |
7
|
$1.3 B
|
| WGI DM, LLC |
2025 Q2 - NEW HOLDINGS
|
12/18/2025 |
5
|
$970 M
|
| WGI DM, LLC |
2025 Q1 - NEW HOLDINGS
|
12/18/2025 |
5
|
$710 M
|
| Westwood Global Investments, LLC |
2025 Q3 - NEW HOLDINGS
|
12/18/2025 |
16
|
$2.0 B
|
| Westwood Global Investments, LLC |
2025 Q2 - NEW HOLDINGS
|
12/18/2025 |
17
|
$1.9 B
|
| Westwood Global Investments, LLC |
2025 Q1 - NEW HOLDINGS
|
12/18/2025 |
16
|
$1.6 B
|
| Westwood Global Investments, LLC |
2024 Q4 - NEW HOLDINGS
|
12/18/2025 |
20
|
$2.0 B
|
| Westwood Global Investments, LLC |
2024 Q4 - NEW HOLDINGS
|
12/18/2025 |
20
|
$2.0 B
|
| Employees' Retirement Fund of the City of Fort Worth |
2025 Q3 - NEW HOLDINGS
|
12/18/2025 |
19
|
$210 M
|
| BUSH INVESTMENT GROUP, LLC |
2025 Q3
|
12/18/2025 |
37
|
$170 M
|
| AIA Group Ltd |
2025 Q3
|
12/18/2025 |
429
|
$5.7 B
|
| Groupe Bruxelles Lambert |
2025 Q3
|
12/18/2025 |
1
|
$400 M
|
| Danica Pension, Livsforsikringsaktieselskab |
2025 Q2
|
12/18/2025 |
80
|
$6.0 B
|
| DANSKE BANK A/S |
2025 Q2
|
12/18/2025 |
2,521
|
$40 B
|
| Danica Pension, Livsforsikringsaktieselskab |
2025 Q1
|
12/18/2025 |
83
|
$5.1 B
|
| DANSKE BANK A/S |
2025 Q1
|
12/18/2025 |
2,466
|
$33 B
|
| PETERSON WEALTH MANAGEMENT |
2025 Q3
|
12/17/2025 |
39
|
$140 M
|
| NewGen Asset Management Ltd |
2025 Q3
|
12/17/2025 |
29
|
$370 M
|
| Alternative Investment Advisors, LLC. |
2025 Q3
|
12/17/2025 |
56
|
$220 M
|
| Financial Symmetry Inc |
2025 Q3
|
12/17/2025 |
54
|
$220 M
|
| Strategic Investment Advisors / MI |
2025 Q3 - RESTATEMENT
|
12/17/2025 |
266
|
$1.1 B
|
| Emergent Wealth Advisors, LLC |
2024 Q1
|
12/17/2025 |
104
|
$120 M
|
| Keel Point, LLC |
2025 Q3
|
12/16/2025 |
530
|
$1.6 B
|
| Garde Capital, Inc. |
2025 Q3
|
12/16/2025 |
239
|
$2.1 B
|
| Lindenwold Advisors, INC |
2025 Q3
|
12/16/2025 |
110
|
$210 M
|
| Emergent Wealth Advisors, LLC |
2024 Q2
|
12/15/2025 |
108
|
$120 M
|
| Emergent Wealth Advisors, LLC |
2023 Q4
|
12/15/2025 |
106
|
$110 M
|
| Emergent Wealth Advisors, LLC |
2024 Q3
|
12/15/2025 |
109
|
$140 M
|
| CTC Alternative Strategies, Ltd. |
2025 Q3
|
12/15/2025 |
75
|
$62 M
|
| CTC LLC |
2025 Q3
|
12/15/2025 |
162
|
$200 B
|
| BOURNE LENT ASSET MANAGEMENT INC |
2025 Q3
|
12/15/2025 |
63
|
$280 M
|
| MIRABELLA FINANCIAL SERVICES LLP |
2025 Q3 - RESTATEMENT
|
12/15/2025 |
251
|
$1.2 B
|
| HARBOUR INVESTMENT MANAGEMENT LLC |
2025 Q3
|
12/15/2025 |
106
|
$230 M
|
| Farmers National Bank |
2025 Q3
|
12/15/2025 |
236
|
$420 M
|
| FNY Investment Advisers, LLC |
2025 Q3
|
12/15/2025 |
1,462
|
$310 M
|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD |
2025 Q3
|
12/15/2025 |
906
|
$3.2 B
|
| Saranac Partners Ltd |
2025 Q2
|
12/15/2025 |
71
|
$190 M
|
| Saranac Partners Ltd |
2025 Q1
|
12/15/2025 |
80
|
$180 M
|
| Hudson Bay Capital Management LP |
2025 Q3 - RESTATEMENT
|
12/15/2025 |
1,517
|
$30 B
|
| ACADEMY CAPITAL MANAGEMENT |
2025 Q3
|
12/12/2025 |
42
|
$700 M
|
| Permira Holdings LTD |
2025 Q3
|
12/11/2025 |
1
|
$2.0 B
|
| Evelyn Partners Investment Management Services Ltd |
2024 Q4
|
12/11/2025 |
277
|
$570 M
|
| Evelyn Partners Investment Management (Europe) Ltd |
2024 Q4
|
12/11/2025 |
189
|
$270 M
|
| Evelyn Partners Investment Management LLP |
2024 Q4
|
12/11/2025 |
416
|
$3.1 B
|
| Evelyn Partners Asset Management Ltd |
2024 Q4
|
12/11/2025 |
246
|
$370 M
|
| Seros Financial, LLC |
2025 Q3 - RESTATEMENT
|
12/11/2025 |
63
|
$170 M
|
| AMS Capital Ltda |
2025 Q3
|
12/10/2025 |
13
|
$240 M
|