| Bank Julius Baer & Co. Ltd, Zurich |
2025 Q1 - RESTATEMENT
|
9/17/2025 |
614
|
$31 B
|
| Arthedge Capital Management, LLC |
2025 Q2 - RESTATEMENT
|
9/15/2025 |
11
|
$170 M
|
| AMIRAL GESTION |
2024 Q4 - RESTATEMENT
|
9/15/2025 |
31
|
$160 M
|
| AMIRAL GESTION |
2025 Q1 - RESTATEMENT
|
9/15/2025 |
27
|
$180 M
|
| AMIRAL GESTION |
2025 Q2
|
9/15/2025 |
21
|
$230 M
|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
2025 Q1 - RESTATEMENT
|
9/15/2025 |
3,613
|
$530 B
|
| AMIRAL GESTION |
2025 Q1
|
9/15/2025 |
27
|
$180 M
|
| Migdal Insurance & Financial Holdings Ltd. |
2025 Q2 - NEW HOLDINGS
|
9/15/2025 |
357
|
$8.4 B
|
| Valeo Financial Advisors, LLC |
2025 Q2 - RESTATEMENT
|
9/12/2025 |
797
|
$4.1 B
|
| Milestones Private Investment Advisors LLC |
2025 Q2
|
9/11/2025 |
119
|
$140 M
|
| Silicon Valley Capital Partners |
2025 Q2
|
9/11/2025 |
303
|
$960 M
|
| L1 Capital Pty Ltd |
2025 Q2 - RESTATEMENT
|
9/11/2025 |
30
|
$1.7 B
|
| WT Wealth Management |
2025 Q2
|
9/10/2025 |
147
|
$340 M
|
| Troy Asset Management Ltd |
2025 Q2 - NEW HOLDINGS
|
9/10/2025 |
1
|
$62 M
|
| Troy Asset Management Ltd |
2025 Q1 - NEW HOLDINGS
|
9/10/2025 |
1
|
$40 M
|
| Troy Asset Management Ltd |
2024 Q4 - NEW HOLDINGS
|
9/10/2025 |
1
|
$36 M
|
| Troy Asset Management Ltd |
2024 Q3 - NEW HOLDINGS
|
9/10/2025 |
1
|
$43 M
|
| Troy Asset Management Ltd |
2024 Q2 - NEW HOLDINGS
|
9/10/2025 |
1
|
$38 M
|
| Troy Asset Management Ltd |
2024 Q1 - NEW HOLDINGS
|
9/10/2025 |
1
|
$38 M
|
| Troy Asset Management Ltd |
2023 Q4 - NEW HOLDINGS
|
9/10/2025 |
1
|
$30 M
|
| Troy Asset Management Ltd |
2023 Q2 - NEW HOLDINGS
|
9/10/2025 |
1
|
$30 M
|
| Troy Asset Management Ltd |
2023 Q1 - NEW HOLDINGS
|
9/10/2025 |
1
|
$32 M
|
| Troy Asset Management Ltd |
2023 Q1 - NEW HOLDINGS
|
9/10/2025 |
1
|
$28 M
|
| Troy Asset Management Ltd |
2022 Q4 - NEW HOLDINGS
|
9/10/2025 |
1
|
$30 M
|
| Troy Asset Management Ltd |
2022 Q3 - NEW HOLDINGS
|
9/10/2025 |
1
|
$26 M
|
| Troy Asset Management Ltd |
2022 Q2 - NEW HOLDINGS
|
9/10/2025 |
1
|
$34 M
|
| Troy Asset Management Ltd |
2022 Q1 - NEW HOLDINGS
|
9/10/2025 |
1
|
$36 M
|
| Troy Asset Management Ltd |
2021 Q4 - NEW HOLDINGS
|
9/10/2025 |
1
|
$39 M
|
| Troy Asset Management Ltd |
2021 Q3 - NEW HOLDINGS
|
9/10/2025 |
1
|
$36 M
|
| Troy Asset Management Ltd |
2021 Q2 - NEW HOLDINGS
|
9/10/2025 |
1
|
$31 M
|
| Troy Asset Management Ltd |
2021 Q1 - NEW HOLDINGS
|
9/10/2025 |
1
|
$23 M
|
| Troy Asset Management Ltd |
2020 Q4 - NEW HOLDINGS
|
9/10/2025 |
1
|
$22 M
|
| Troy Asset Management Ltd |
2020 Q3 - NEW HOLDINGS
|
9/10/2025 |
1
|
$19 M
|
| Troy Asset Management Ltd |
2020 Q2 - NEW HOLDINGS
|
9/10/2025 |
1
|
$13 M
|
| Troy Asset Management Ltd |
2020 Q1 - NEW HOLDINGS
|
9/10/2025 |
1
|
$7.4 M
|
| Troy Asset Management Ltd |
2019 Q4 - NEW HOLDINGS
|
9/10/2025 |
1
|
$7.0 M
|
| Troy Asset Management Ltd |
2019 Q3 - NEW HOLDINGS
|
9/10/2025 |
1
|
$6.5 M
|
| Troy Asset Management Ltd |
2019 Q1 - NEW HOLDINGS
|
9/10/2025 |
1
|
$5.5 M
|
| Cambridge Financial Group, LLC |
2023 Q4
|
9/9/2025 |
126
|
$190 M
|
| Cambridge Financial Group, LLC |
2024 Q1
|
9/9/2025 |
122
|
$210 M
|
| Cambridge Financial Group, LLC |
2024 Q3
|
9/9/2025 |
130
|
$240 M
|
| Cambridge Financial Group, LLC |
2024 Q2
|
9/9/2025 |
127
|
$220 M
|
| Cambridge Financial Group, LLC |
2025 Q2
|
9/9/2025 |
137
|
$270 M
|
| Cambridge Financial Group, LLC |
2025 Q1
|
9/9/2025 |
136
|
$240 M
|
| Cambridge Financial Group, LLC |
2024 Q4
|
9/9/2025 |
129
|
$230 M
|
| Banque Transatlantique SA |
2025 Q1 - RESTATEMENT
|
9/9/2025 |
256
|
$3.3 B
|
| NWF Advisory Services Inc. |
2025 Q2
|
9/9/2025 |
419
|
$840 M
|
| Ritter Alpha, LP |
2025 Q2
|
9/8/2025 |
1
|
$0
|
| Alternative Investment Advisors, LLC. |
2025 Q2
|
9/8/2025 |
55
|
$200 M
|
| Alternative Investment Advisors, LLC. |
2025 Q1
|
9/8/2025 |
55
|
$190 M
|
| Alternative Investment Advisors, LLC. |
2024 Q4
|
9/8/2025 |
55
|
$190 M
|
| Hoxton Planning & Management, LLC |
2024 Q4
|
9/8/2025 |
207
|
$260 M
|
| FountainVest China Capital Partners GP3 Ltd. |
2025 Q2
|
9/5/2025 |
2
|
$1.6 B
|
| HMI Capital Management, L.P. |
2025 Q2 - RESTATEMENT
|
9/5/2025 |
10
|
$1.8 B
|
| ABN AMRO INVESTMENT SOLUTIONS |
2023 Q1
|
9/5/2025 |
408
|
$4.8 B
|
| ABN AMRO INVESTMENT SOLUTIONS |
2023 Q2
|
9/5/2025 |
405
|
$5.0 B
|
| ABN AMRO INVESTMENT SOLUTIONS |
2023 Q3
|
9/5/2025 |
408
|
$5.1 B
|
| ABN AMRO INVESTMENT SOLUTIONS |
2023 Q4
|
9/5/2025 |
422
|
$5.7 B
|
| ABN AMRO INVESTMENT SOLUTIONS |
2024 Q1
|
9/5/2025 |
432
|
$5.8 B
|
| Prospera Capital Management, LLC |
2025 Q2 - RESTATEMENT
|
9/5/2025 |
43
|
$180 M
|
| Prospera Capital Management, LLC |
2025 Q1 - RESTATEMENT
|
9/5/2025 |
37
|
$160 M
|
| Prospera Capital Management, LLC |
2024 Q4 - RESTATEMENT
|
9/5/2025 |
15
|
$140 M
|
| GHE, LLC |
2025 Q2
|
9/4/2025 |
35
|
$220 M
|
| Reynders McVeigh Capital Management, LLC |
2025 Q2
|
9/4/2025 |
195
|
$2.0 B
|
| SevenBridge Financial Group, LLC |
2025 Q2
|
9/4/2025 |
218
|
$570 M
|
| ABN AMRO INVESTMENT SOLUTIONS |
2024 Q2
|
9/4/2025 |
457
|
$5.5 B
|
| ABN AMRO INVESTMENT SOLUTIONS |
2024 Q3
|
9/4/2025 |
489
|
$5.7 B
|
| ABN AMRO INVESTMENT SOLUTIONS |
2024 Q4
|
9/4/2025 |
442
|
$5.4 B
|
| ZynergyRetirementPlanningLLC |
2025 Q2
|
9/4/2025 |
25
|
$150 M
|
| V. M. MANNING & CO., INC. |
2025 Q2
|
9/4/2025 |
47
|
$90 M
|
| OSAIC HOLDINGS, INC. |
2025 Q2 - RESTATEMENT
|
9/4/2025 |
14,706
|
$56 B
|
| Beacon Capital Management, Inc. |
2025 Q2
|
9/4/2025 |
125
|
$1.9 B
|
| Daventry Group, LP |
2025 Q2 - RESTATEMENT
|
9/3/2025 |
7
|
$240 M
|
| Hatteras Investment Partners, LP |
2025 Q2
|
9/3/2025 |
1
|
$170 k
|
| Q3 Asset Management |
2025 Q2
|
9/3/2025 |
46
|
$280 M
|
| American Trust |
2025 Q2
|
9/3/2025 |
302
|
$1.1 B
|
| Ballentine Capital Advisors, Inc |
2025 Q2
|
9/3/2025 |
26
|
$210 M
|
| Darwin Wealth Management, LLC |
2024 Q4 - RESTATEMENT
|
9/2/2025 |
638
|
$300 M
|
| Gullane Capital, LLC |
2025 Q2
|
9/2/2025 |
7
|
$190 M
|
| Gullane Capital, LLC |
2025 Q1
|
9/2/2025 |
9
|
$80 M
|
| Gullane Capital, LLC |
2024 Q4
|
9/2/2025 |
15
|
$230 M
|
| PVG ASSET MANAGEMENT CORP |
2025 Q2
|
9/2/2025 |
58
|
$29 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2020 Q1
|
9/2/2025 |
35
|
$180 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2023 Q1
|
9/2/2025 |
164
|
$5.7 B
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2020 Q2
|
9/2/2025 |
39
|
$260 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2020 Q3
|
9/2/2025 |
44
|
$320 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2020 Q4
|
9/2/2025 |
57
|
$360 M
|
| FSC Wealth Advisors, LLC |
2025 Q2 - RESTATEMENT
|
9/2/2025 |
72
|
$160 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2021 Q1
|
9/2/2025 |
79
|
$390 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2021 Q2
|
9/2/2025 |
88
|
$440 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2021 Q3
|
9/2/2025 |
85
|
$400 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2021 Q4
|
9/2/2025 |
78
|
$340 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2022 Q1
|
9/2/2025 |
72
|
$210 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2022 Q2
|
9/2/2025 |
67
|
$160 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2022 Q3
|
9/2/2025 |
62
|
$120 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2022 Q4
|
9/2/2025 |
87
|
$130 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2023 Q1
|
9/2/2025 |
105
|
$170 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2023 Q2
|
9/2/2025 |
120
|
$210 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2023 Q3
|
9/2/2025 |
161
|
$190 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2023 Q4
|
9/2/2025 |
183
|
$240 M
|