| Crow's Nest Holdings LP |
2026 Q1
|
5/15/2026 |
11
|
$430 M
|
| FEARNLEY ASSET MANAGEMENT AS |
2026 Q1
|
5/15/2026 |
19
|
$310 M
|
| NWI MANAGEMENT LP |
2026 Q1
|
5/15/2026 |
52
|
$1.8 B
|
| Valiant Capital Management, L.P. |
2026 Q1
|
5/15/2026 |
34
|
$1.7 B
|
| MARIPAU WEALTH MANAGEMENT LLC |
2026 Q1
|
5/15/2026 |
166
|
$230 M
|
| Harraden Circle Investments, LLC |
2026 Q1
|
5/15/2026 |
181
|
$500 M
|
| DECADE RENEWABLE PARTNERS LP |
2026 Q1
|
5/15/2026 |
1
|
$0
|
| Gross & Hartman Investments LLC |
2026 Q1
|
5/15/2026 |
72
|
$190 M
|
| Bayberry Capital Partners LP |
2026 Q1
|
5/15/2026 |
30
|
$320 M
|
| CHILTON INVESTMENT CO INC. |
2026 Q1
|
5/15/2026 |
280
|
$4.3 B
|
| GOLDMAN SACHS GROUP INC |
2026 Q1
|
5/15/2026 |
13,579
|
$870 B
|
| BRANDES INVESTMENT PARTNERS, LP |
2026 Q1
|
5/15/2026 |
476
|
$14 B
|
| CAS Investment Partners, LLC |
2026 Q1
|
5/15/2026 |
5
|
$1.7 B
|
| Metavasi Capital LP |
2026 Q1
|
5/15/2026 |
21
|
$280 M
|
| Obion Capital Management LP |
2026 Q1
|
5/15/2026 |
15
|
$100 M
|
| LARCH CAPITAL PARTNERS LLC |
2026 Q1
|
5/15/2026 |
53
|
$690 M
|
| Lifetime Wealth Management P.C. |
2026 Q1
|
5/15/2026 |
86
|
$180 M
|
| Arosa Capital Management LP |
2026 Q1
|
5/15/2026 |
68
|
$660 M
|
| Beutel, Goodman & Co Ltd. |
2026 Q1
|
5/15/2026 |
170
|
$15 B
|
| RESOURCES MANAGEMENT CORP /CT/ /ADV |
2026 Q1
|
5/15/2026 |
415
|
$750 M
|
| ATALANTA SOSNOFF CAPITAL, LLC |
2026 Q1
|
5/15/2026 |
152
|
$4.7 B
|
| DEAN INVESTMENT ASSOCIATES, LLC |
2026 Q1
|
5/15/2026 |
190
|
$710 M
|
| Clearview Wealth Management LLC |
2026 Q1
|
5/15/2026 |
60
|
$140 M
|
| Variant Private Wealth, LLC |
2026 Q1
|
5/15/2026 |
38
|
$83 M
|
| RDST Capital LLC |
2026 Q1
|
5/15/2026 |
20
|
$1.0 B
|
| Teewinot Capital Advisers, L.L.C. |
2026 Q1
|
5/15/2026 |
33
|
$1.3 B
|
| Vermillion & White Wealth Management Group, LLC |
2026 Q1 - RESTATEMENT
|
5/15/2026 |
65
|
$170 M
|
| GATE CITY CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/15/2026 |
16
|
$260 M
|
| Ulysses Management LLC |
2026 Q1
|
5/15/2026 |
35
|
$800 M
|
| Engle Capital Management, L.P. |
2026 Q1
|
5/15/2026 |
22
|
$290 M
|
| HoldCo Asset Management, LP |
2026 Q1
|
5/15/2026 |
29
|
$1.3 B
|
| Madryn Asset Management, LP |
2026 Q1
|
5/15/2026 |
2
|
$34 M
|
| PARK PRESIDIO CAPITAL LLC |
2026 Q1
|
5/15/2026 |
13
|
$1.4 B
|
| MISSION WEALTH MANAGEMENT, LP |
2026 Q1
|
5/15/2026 |
728
|
$4.9 B
|
| Point Nemo Capital, LLC |
2026 Q1
|
5/15/2026 |
80
|
$150 M
|
| JNE Partners LLP |
2026 Q1
|
5/15/2026 |
7
|
$240 M
|
| Chevy Chase Trust Holdings, LLC |
2026 Q1
|
5/15/2026 |
1,154
|
$35 B
|
| Perennial Investment Advisors, LLC |
2026 Q1
|
5/15/2026 |
511
|
$1.3 B
|
| Point Nemo Capital, LLC |
2025 Q4
|
5/15/2026 |
101
|
$100 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q1 - NEW HOLDINGS
|
5/15/2026 |
1
|
$190 M
|
| M Wealth Management, LLC |
2026 Q1
|
5/15/2026 |
55
|
$120 M
|
| Silver Grove Financial Group, Inc. |
2026 Q1
|
5/15/2026 |
646
|
$120 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q2 - NEW HOLDINGS
|
5/15/2026 |
1
|
$220 M
|
| STONEHILL CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/15/2026 |
15
|
$200 M
|
| LONESTAR CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/15/2026 |
32
|
$670 M
|
| MANE GLOBAL CAPITAL MANAGEMENT LP |
2026 Q1
|
5/15/2026 |
57
|
$970 M
|
| Builders Vision, LLC |
2026 Q1
|
5/15/2026 |
1
|
$0
|
| Sovereign's Capital Management, LLC |
2026 Q1
|
5/15/2026 |
76
|
$140 M
|
| Cormorant Asset Management, LP |
2026 Q1
|
5/15/2026 |
47
|
$2.0 B
|
| Vestmark Advisory Solutions, Inc. |
2026 Q1
|
5/15/2026 |
2,195
|
$9.0 B
|
| MAC Alpha Capital Management, LP |
2026 Q1
|
5/15/2026 |
21
|
$170 M
|
| JACOBS LEVY EQUITY MANAGEMENT, INC |
2026 Q1
|
5/15/2026 |
953
|
$24 B
|
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
5/15/2026 |
190
|
$1.8 B
|
| DeepCurrents Investment Group LLC |
2026 Q1
|
5/15/2026 |
267
|
$3.1 B
|
| Davis Asset Management, L.P. |
2026 Q1
|
5/15/2026 |
85
|
$3.5 B
|
| Walsh & Associates, LLC |
2026 Q1
|
5/15/2026 |
287
|
$100 M
|
| REDWOOD CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/15/2026 |
22
|
$670 M
|
| OAK HILL ADVISORS LP |
2026 Q1
|
5/15/2026 |
12
|
$880 M
|
| EnCap Investments L.P. |
2026 Q1
|
5/15/2026 |
4
|
$900 M
|
| Kite Lake Capital Management (UK) LLP |
2026 Q1
|
5/15/2026 |
18
|
$120 M
|
| TORONTO DOMINION BANK |
2026 Q1
|
5/15/2026 |
3,578
|
$70 B
|
| Ballast, Inc. |
2026 Q1
|
5/15/2026 |
133
|
$430 M
|
| Graham Capital Management, L.P. |
2026 Q1
|
5/15/2026 |
1,120
|
$4.1 B
|
| JMN Financial LLC |
2026 Q1
|
5/15/2026 |
189
|
$100 M
|
| TCG Crossover Management, LLC |
2026 Q1
|
5/15/2026 |
49
|
$3.5 B
|
| JMN Financial LLC |
2025 Q4
|
5/15/2026 |
193
|
$100 M
|
| ALTAROCK PARTNERS LP |
2026 Q1
|
5/15/2026 |
8
|
$4.1 B
|
| Vazirani Asset Management LLC |
2026 Q1
|
5/15/2026 |
20
|
$43 M
|
| Hamilton Capital, LLC |
2026 Q1
|
5/15/2026 |
152
|
$1.9 B
|
| Standard General L.P. |
2026 Q1
|
5/15/2026 |
2
|
$340 M
|
| ACUTA CAPITAL PARTNERS, LLC |
2026 Q1
|
5/15/2026 |
27
|
$140 M
|
| Pennant Select, LLC |
2026 Q1
|
5/15/2026 |
15
|
$200 M
|
| Cladis Investment Advisory, LLC |
2026 Q1
|
5/15/2026 |
159
|
$180 M
|
| HBK INVESTMENTS L P |
2025 Q1 - NEW HOLDINGS
|
5/15/2026 |
13
|
$3.3 B
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q3 - NEW HOLDINGS
|
5/15/2026 |
4
|
$780 M
|
| Eschler Asset Management LLP |
2026 Q1
|
5/15/2026 |
35
|
$100 M
|
| OmniStar Financial Group, Inc. |
2026 Q1
|
5/15/2026 |
108
|
$190 M
|
| Gobi Capital LLC |
2026 Q1
|
5/15/2026 |
11
|
$1.8 B
|
| Pennant Investors, LP |
2026 Q1
|
5/15/2026 |
17
|
$360 M
|
| Coral Wealth Management, LLC |
2026 Q1
|
5/15/2026 |
16
|
$89 M
|
| Solano Wealth Investment Advisors LLC |
2026 Q1
|
5/15/2026 |
34
|
$200 M
|
| BOOTHBAY FUND MANAGEMENT, LLC |
2026 Q1
|
5/15/2026 |
2,012
|
$7.7 B
|
| FIRST MANHATTAN CO. LLC. |
2026 Q1
|
5/15/2026 |
753
|
$36 B
|
| Itau Unibanco Holding S.A. |
2026 Q1 - RESTATEMENT
|
5/15/2026 |
400
|
$4.3 B
|
| Weaver Consulting Group |
2026 Q1
|
5/15/2026 |
275
|
$420 M
|
| KINGDON CAPITAL MANAGEMENT, L.L.C. |
2026 Q1
|
5/15/2026 |
67
|
$910 M
|
| Logos Global Management LP |
2026 Q1
|
5/15/2026 |
66
|
$2.0 B
|
| Hamilton Capital, LLC |
2025 Q4
|
5/15/2026 |
159
|
$2.0 B
|
| PIN OAK INVESTMENT ADVISORS INC |
2026 Q1
|
5/15/2026 |
504
|
$140 M
|
| Squarepoint Ops LLC |
2026 Q1
|
5/15/2026 |
4,190
|
$85 B
|
| Catalio Capital Management, LP |
2026 Q1
|
5/15/2026 |
41
|
$480 M
|
| Capstone Wealth Management, Inc. |
2026 Q1
|
5/15/2026 |
38
|
$120 M
|
| Junto Capital Management LP |
2026 Q1
|
5/15/2026 |
87
|
$4.7 B
|
| HBK INVESTMENTS L P |
2024 Q1 - NEW HOLDINGS
|
5/15/2026 |
3
|
$130 M
|
| KDT Advisors, LLC |
2026 Q1
|
5/15/2026 |
69
|
$63 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q4 - NEW HOLDINGS
|
5/15/2026 |
13
|
$2.4 B
|
| Francisco Partners Management, LP |
2026 Q1
|
5/15/2026 |
3
|
$290 M
|
| CREDIT AGRICOLE S A |
2026 Q1
|
5/15/2026 |
2,907
|
$38 B
|
| ARMISTICE CAPITAL, LLC |
2026 Q1
|
5/15/2026 |
267
|
$5.6 B
|
| WESTBOURNE INVESTMENTS, INC. |
2026 Q1
|
5/15/2026 |
141
|
$210 M
|