| Stenger Family Office, LLC |
2025 Q4
|
3/4/2026 |
100
|
$480 M
|
| Leonteq Securities AG |
2024 Q3
|
3/4/2026 |
1,221
|
$1.3 B
|
| Leonteq Securities AG |
2024 Q2
|
3/4/2026 |
1,221
|
$1.4 B
|
| Financial Avengers, Inc. |
2025 Q4 - RESTATEMENT
|
3/3/2026 |
145
|
$240 M
|
| Caitong International Asset Management Co., Ltd |
2025 Q4 - RESTATEMENT
|
3/3/2026 |
1,839
|
$410 M
|
| Midway Capital Research & Management |
2025 Q4
|
3/3/2026 |
47
|
$100 M
|
| Employees Provident Fund Board |
2025 Q4
|
3/3/2026 |
73
|
$14 B
|
| S Harris Financial Group, LLC |
2025 Q4
|
3/3/2026 |
96
|
$100 M
|
| Absoluto Partners Gestao de Recursos Ltda |
2025 Q3 - RESTATEMENT
|
3/3/2026 |
35
|
$180 M
|
| Absoluto Partners Gestao de Recursos Ltda |
2025 Q2 - RESTATEMENT
|
3/3/2026 |
30
|
$160 M
|
| Absoluto Partners Gestao de Recursos Ltda |
2025 Q1 - RESTATEMENT
|
3/3/2026 |
31
|
$130 M
|
| Absoluto Partners Gestao de Recursos Ltda |
2024 Q4 - RESTATEMENT
|
3/3/2026 |
29
|
$110 M
|
| STRATEGIC ADVISORY PARTNERS, LLC |
2025 Q4
|
3/3/2026 |
36
|
$120 M
|
| Targeted Financial Services LLC |
2025 Q4
|
3/3/2026 |
52
|
$120 M
|
| Integrated Wealth Management |
2025 Q4
|
3/3/2026 |
92
|
$89 M
|
| WMS Group LLC |
2025 Q4
|
3/3/2026 |
54
|
$79 M
|
| EJMK Ventures LLC |
2025 Q4
|
3/3/2026 |
175
|
$160 M
|
| FEARNLEY ASSET MANAGEMENT AS |
2025 Q4 - RESTATEMENT
|
3/3/2026 |
21
|
$220 M
|
| Tulsa Wealth Advisors, INC |
2025 Q4
|
3/3/2026 |
110
|
$300 M
|
| Integrated Investment Consultants, LLC |
2025 Q4 - RESTATEMENT
|
3/3/2026 |
542
|
$510 M
|
| hemming& Wealth Management, Inc. |
2025 Q4
|
3/3/2026 |
15
|
$150 M
|
| Koenig Investment Advisory, LLC |
2025 Q4
|
3/3/2026 |
37
|
$120 M
|
| PLATINUM PARAMOUNT INVESTMENT LTD. |
2025 Q4
|
3/3/2026 |
2
|
$810 M
|
| NWF Advisory Services Inc. |
2025 Q4
|
3/3/2026 |
409
|
$900 M
|
| Caitong International Asset Management Co., Ltd |
2025 Q4 - RESTATEMENT
|
3/2/2026 |
1,839
|
$410 M
|
| Ovata Capital Management Ltd |
2025 Q4 - RESTATEMENT
|
3/2/2026 |
53
|
$820 M
|
| BANK OF HAWAII |
2025 Q4
|
3/2/2026 |
281
|
$2.0 B
|
| Rising Stella Capital Pte. Ltd |
2025 Q4
|
3/2/2026 |
3
|
$210 M
|
| Corecam Pte. Ltd. |
2025 Q4
|
3/2/2026 |
60
|
$190 M
|
| Corecam Pte. Ltd. |
2025 Q3
|
3/2/2026 |
46
|
$190 M
|
| Corecam Pte. Ltd. |
2025 Q2
|
3/2/2026 |
37
|
$180 M
|
| Corecam Pte. Ltd. |
2025 Q1
|
3/2/2026 |
33
|
$180 M
|
| NCM Capital Management, LLC |
2025 Q4
|
3/2/2026 |
175
|
$270 M
|
| Wick Capital Partners, LLC |
2025 Q4 - RESTATEMENT
|
3/2/2026 |
206
|
$560 M
|
| COGENT STRATEGIC WEALTH LLC |
2025 Q4
|
3/2/2026 |
48
|
$92 M
|
| Reflection Asset Management |
2025 Q4
|
3/2/2026 |
506
|
$140 M
|
| CFO CAPITAL MANAGEMENT LLC |
2025 Q4
|
3/2/2026 |
110
|
$130 M
|
| Sankala Group LLC |
2025 Q4
|
3/2/2026 |
570
|
$130 M
|
| TOBAM |
2025 Q4
|
3/2/2026 |
255
|
$410 M
|
| Amicus Financial Advisors, LLC |
2025 Q4
|
3/2/2026 |
90
|
$360 M
|
| Clearwave Capital, LLC |
2025 Q4
|
3/2/2026 |
138
|
$140 M
|
| SOUTHERN CAPITAL SERVICES INC /ADV |
2025 Q4
|
2/27/2026 |
27
|
$160 M
|
| ARWA LLC |
2025 Q4
|
2/27/2026 |
124
|
$170 M
|
| INSTRUMENTAL WEALTH, LLC |
2025 Q4
|
2/27/2026 |
72
|
$170 M
|
| MISHPACHA HOLDINGS CORP |
2025 Q4
|
2/27/2026 |
13
|
$120 M
|
| Pantera Capital Partners LP |
2025 Q2 - RESTATEMENT
|
2/27/2026 |
4
|
$180 M
|
| Pantera Capital Partners LP |
2025 Q3 - RESTATEMENT
|
2/27/2026 |
16
|
$500 M
|
| Pantera Capital Partners LP |
2025 Q4 - RESTATEMENT
|
2/27/2026 |
15
|
$160 M
|
| Cross Staff Investments Inc |
2025 Q4
|
2/27/2026 |
132
|
$180 M
|
| Nolet Wealth Management, LLC |
2025 Q4 - RESTATEMENT
|
2/27/2026 |
161
|
$180 M
|
| Financially in Tune, LLC |
2025 Q4
|
2/27/2026 |
71
|
$110 M
|
| BEACON ADVISORS HOLDINGS, LLC |
2025 Q4
|
2/27/2026 |
36
|
$190 M
|
| Naman Capital Ltda |
2025 Q4 - RESTATEMENT
|
2/27/2026 |
17
|
$360 M
|
| Retirement Solution LLC |
2025 Q3 - RESTATEMENT
|
2/27/2026 |
48
|
$420 M
|
| Retirement Solution LLC |
2025 Q2 - RESTATEMENT
|
2/27/2026 |
44
|
$390 M
|
| Retirement Solution LLC |
2025 Q1 - RESTATEMENT
|
2/27/2026 |
39
|
$350 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q3 - RESTATEMENT
|
2/27/2026 |
144
|
$350 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q2 - RESTATEMENT
|
2/27/2026 |
150
|
$320 M
|
| Strategic Investment Solutions, Inc. /IL |
2025 Q4
|
2/27/2026 |
8,117
|
$420 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q1 - RESTATEMENT
|
2/27/2026 |
154
|
$300 M
|
| Compass Financial Services Inc |
2025 Q4
|
2/27/2026 |
294
|
$230 M
|
| OakTrust Wealth Advisors, LLC |
2025 Q4
|
2/27/2026 |
68
|
$110 M
|
| GROUPAMA ASSET MANAGMENT |
2025 Q4
|
2/27/2026 |
437
|
$6.8 B
|
| BARCLAYS PLC |
2025 Q2 - RESTATEMENT
|
2/26/2026 |
12,350
|
$440 B
|
| 46 Peaks LLC |
2025 Q4
|
2/26/2026 |
24
|
$140 M
|
| Blackston Financial Advisory Group, LLC |
2025 Q3 - RESTATEMENT
|
2/26/2026 |
110
|
$170 M
|
| Sculptor Capital LP |
2025 Q1 - NEW HOLDINGS
|
2/26/2026 |
9
|
$29 M
|
| Sculptor Capital LP |
2025 Q2 - NEW HOLDINGS
|
2/26/2026 |
1
|
$22 M
|
| Provida Pension Fund Administrator |
2025 Q3 - NEW HOLDINGS
|
2/26/2026 |
64
|
$5.7 B
|
| Sculptor Capital LP |
2024 Q3 - NEW HOLDINGS
|
2/26/2026 |
2
|
$100 M
|
| Blackston Financial Advisory Group, LLC |
2025 Q2 - RESTATEMENT
|
2/26/2026 |
103
|
$160 M
|
| Seven Fleet Capital Management LP |
2025 Q4
|
2/26/2026 |
87
|
$130 M
|
| Blackston Financial Advisory Group, LLC |
2025 Q1 - RESTATEMENT
|
2/26/2026 |
93
|
$150 M
|
| Lineage Point Capital LP |
2025 Q4 - RESTATEMENT
|
2/26/2026 |
169
|
$260 M
|
| Authentikos Wealth Advisory, LLC |
2025 Q3 - RESTATEMENT
|
2/26/2026 |
59
|
$150 M
|
| Authentikos Wealth Advisory, LLC |
2025 Q2 - RESTATEMENT
|
2/26/2026 |
55
|
$140 M
|
| Authentikos Wealth Advisory, LLC |
2025 Q1 - RESTATEMENT
|
2/26/2026 |
59
|
$130 M
|
| Oak Grove Capital LLC |
2025 Q4
|
2/26/2026 |
277
|
$840 M
|
| Alpine Global Management, LLC |
2025 Q4 - RESTATEMENT
|
2/26/2026 |
344
|
$460 M
|
| Revere Asset Management, Inc |
2023 Q3
|
2/26/2026 |
6
|
$41 M
|
| Anchor Investment Management, LLC |
2025 Q4
|
2/26/2026 |
1,046
|
$1.2 B
|
| Revere Asset Management, Inc |
2023 Q4
|
2/26/2026 |
18
|
$93 M
|
| Aristides Capital LLC |
2025 Q4 - RESTATEMENT
|
2/26/2026 |
273
|
$570 M
|
| TD Capital Management LLC |
2025 Q4
|
2/26/2026 |
818
|
$1.1 B
|
| Revere Asset Management, Inc |
2024 Q1
|
2/26/2026 |
13
|
$77 M
|
| Revere Asset Management, Inc |
2024 Q3
|
2/26/2026 |
25
|
$130 M
|
| Revere Asset Management, Inc |
2024 Q2
|
2/26/2026 |
16
|
$100 M
|
| Villanova Investment Management Co LLC |
2025 Q4 - RESTATEMENT
|
2/26/2026 |
57
|
$140 M
|
| BDFS Capital LLC |
2025 Q4
|
2/26/2026 |
134
|
$200 M
|
| SSA SWISS ADVISORS AG |
2025 Q4
|
2/26/2026 |
102
|
$210 M
|
| Banque Transatlantique SA |
2025 Q4 - RESTATEMENT
|
2/26/2026 |
278
|
$4.1 B
|
| Overlook Investments LP |
2025 Q4
|
2/26/2026 |
1
|
$280 M
|
| Topor & Co. Korea |
2025 Q4
|
2/25/2026 |
15
|
$130 M
|
| COSMIC MANAGEMENT, LLC |
2025 Q4
|
2/25/2026 |
4
|
$320 M
|
| Revere Asset Management, Inc |
2024 Q4
|
2/25/2026 |
24
|
$120 M
|
| Diesslin Group, Inc. |
2025 Q4
|
2/25/2026 |
54
|
$250 M
|
| Greenstone Partners & Co., LLC |
2025 Q3
|
2/25/2026 |
11
|
$550 M
|
| SIT INVESTMENT ASSOCIATES INC |
2025 Q4 - NEW HOLDINGS
|
2/25/2026 |
6
|
$82 M
|
| Tempo Wealth, LLC |
2025 Q4
|
2/25/2026 |
214
|
$560 M
|
| THRYVE WEALTH MANAGEMENT LLC |
2025 Q4
|
2/25/2026 |
94
|
$200 M
|