| Georgetown University |
2025 Q1
|
5/15/2025 |
16
|
$250 M
|
| MARATHON CAPITAL MANAGEMENT |
2025 Q1
|
5/15/2025 |
158
|
$380 M
|
| MCDONALD PARTNERS LLC |
2025 Q1
|
5/15/2025 |
240
|
$380 M
|
| ARIEL INVESTMENTS, LLC |
2025 Q1
|
5/15/2025 |
200
|
$8.5 B
|
| Hestia Capital Management, LLC |
2025 Q1
|
5/15/2025 |
4
|
$130 M
|
| CONTINENTAL INVESTORS SERVICES, INC. |
2025 Q1
|
5/15/2025 |
62
|
$50 M
|
| TSP Capital Management Group, LLC |
2025 Q1
|
5/15/2025 |
46
|
$300 M
|
| DIMENSION CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
99
|
$560 M
|
| Eschler Asset Management LLP |
2025 Q1
|
5/15/2025 |
41
|
$40 M
|
| Davidson Kempner Capital Management LP |
2025 Q1
|
5/15/2025 |
191
|
$4.9 B
|
| Wealth Watch Advisors, INC |
2024 Q4
|
5/15/2025 |
72
|
$160 M
|
| BRIDGER MANAGEMENT, LLC |
2025 Q1
|
5/15/2025 |
29
|
$200 M
|
| NWI MANAGEMENT LP |
2025 Q1
|
5/15/2025 |
46
|
$800 M
|
| SCOPIA CAPITAL MANAGEMENT LP |
2025 Q1
|
5/15/2025 |
22
|
$690 M
|
| Graham Capital Management, L.P. |
2025 Q1
|
5/15/2025 |
1,253
|
$5.7 B
|
| H PARTNERS MANAGEMENT, LLC |
2025 Q1
|
5/15/2025 |
2
|
$490 M
|
| Davidson Kempner Capital Management LP |
2024 Q3 - NEW HOLDINGS
|
5/15/2025 |
3
|
$340 M
|
| Benchstone Capital Management LP |
2025 Q1
|
5/15/2025 |
35
|
$940 M
|
| Ananym Capital Management, LP |
2025 Q1
|
5/15/2025 |
11
|
$200 M
|
| Davidson Kempner Capital Management LP |
2024 Q4 - NEW HOLDINGS
|
5/15/2025 |
2
|
$270 M
|
| Betterment LLC |
2025 Q1
|
5/15/2025 |
458
|
$42 B
|
| Davidson Kempner Capital Management LP |
2024 Q4 - NEW HOLDINGS
|
5/15/2025 |
2
|
$180 M
|
| Davidson Kempner Capital Management LP |
2024 Q4 - NEW HOLDINGS
|
5/15/2025 |
1
|
$21 M
|
| Alpine Global Management, LLC |
2025 Q1
|
5/15/2025 |
130
|
$380 M
|
| IMMERSION CORP |
2025 Q1
|
5/15/2025 |
8
|
$160 M
|
| ANGELO GORDON & CO., L.P. |
2025 Q1
|
5/15/2025 |
55
|
$580 M
|
| Davidson Kempner Capital Management LP |
2023 Q3 - NEW HOLDINGS
|
5/15/2025 |
1
|
$10 M
|
| Steamboat Capital Partners, LLC |
2025 Q1
|
5/15/2025 |
55
|
$330 M
|
| Energy Income Partners, LLC |
2025 Q1
|
5/15/2025 |
181
|
$5.2 B
|
| Davidson Kempner Capital Management LP |
2024 Q2 - NEW HOLDINGS
|
5/15/2025 |
2
|
$210 M
|
| ARMISTICE CAPITAL, LLC |
2025 Q1
|
5/15/2025 |
230
|
$6.7 B
|
| PARADIGM CAPITAL MANAGEMENT INC/NY |
2025 Q1
|
5/15/2025 |
195
|
$1.8 B
|
| Ghisallo Capital Management LLC |
2025 Q1
|
5/15/2025 |
109
|
$1.1 B
|
| Alamea Verwaltungs GmbH |
2025 Q1
|
5/15/2025 |
92
|
$120 M
|
| H/2 CREDIT MANAGER LP |
2025 Q1
|
5/15/2025 |
16
|
$380 M
|
| Cyrus J. Lawrence, LLC |
2025 Q1
|
5/15/2025 |
42
|
$26 M
|
| Gates Capital Management, Inc. |
2025 Q1
|
5/15/2025 |
33
|
$5.1 B
|
| Retirement Planning Co of New England, Inc. |
2025 Q1 - RESTATEMENT
|
5/15/2025 |
228
|
$200 M
|
| Firsthand Capital Management, Inc. |
2025 Q1
|
5/15/2025 |
47
|
$41 M
|
| Caption Management, LLC |
2025 Q1
|
5/15/2025 |
1,439
|
$10 B
|
| Trace Wealth Advisors, LLC |
2025 Q1
|
5/15/2025 |
57
|
$110 M
|
| Weitzel Financial Services, Inc. |
2025 Q1
|
5/15/2025 |
38
|
$210 M
|
| FIRST SABREPOINT CAPITAL MANAGEMENT LP |
2025 Q1
|
5/15/2025 |
37
|
$270 M
|
| Solas Capital Management, LLC |
2025 Q1
|
5/15/2025 |
21
|
$180 M
|
| CURA WEALTH ADVISORS, LLC |
2025 Q1
|
5/15/2025 |
105
|
$250 M
|
| CAPSTONE INVESTMENT ADVISORS, LLC |
2025 Q1
|
5/15/2025 |
1,317
|
$38 B
|
| Ewing Morris & Co. Investment Partners Ltd. |
2025 Q1
|
5/15/2025 |
98
|
$320 M
|
| Wealth Management Strategies, Inc. |
2025 Q1
|
5/15/2025 |
36
|
$150 M
|
| Opti Capital Management, LP |
2025 Q1
|
5/15/2025 |
53
|
$1.6 B
|
| HORIZON KINETICS ASSET MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
347
|
$8.8 B
|
| SEGRA CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/15/2025 |
14
|
$310 M
|
| SIH Partners, LLLP |
2025 Q1
|
5/15/2025 |
297
|
$3.0 B
|
| Wallace Capital Management Inc. |
2025 Q1
|
5/15/2025 |
83
|
$780 M
|
| III Capital Management |
2025 Q1
|
5/15/2025 |
44
|
$550 M
|
| WATERS PARKERSON & CO., LLC |
2025 Q1
|
5/15/2025 |
183
|
$1.9 B
|
| Crawford Fund Management, LLC |
2025 Q1
|
5/15/2025 |
366
|
$420 M
|
| Sagefield Capital LP |
2025 Q1
|
5/15/2025 |
176
|
$830 M
|
| Johnson Financial Group, Inc. |
2025 Q1
|
5/15/2025 |
1,191
|
$2.0 B
|
| Socorro Asset Management LP |
2025 Q1
|
5/15/2025 |
33
|
$290 M
|
| Rather & Kittrell, Inc. |
2025 Q1
|
5/15/2025 |
85
|
$460 M
|
| Gillson Capital LP |
2025 Q1
|
5/15/2025 |
64
|
$1.2 B
|
| FORTRESS PRIVATE LEDGER, LLC |
2025 Q1
|
5/15/2025 |
175
|
$180 M
|
| Generali Asset Management SPA SGR |
2025 Q1
|
5/15/2025 |
494
|
$4.1 B
|
| OAKTOP CAPITAL MANAGEMENT II, L.P. |
2025 Q1
|
5/15/2025 |
15
|
$750 M
|
| Atlanta Consulting Group Advisors, LLC |
2025 Q1
|
5/15/2025 |
122
|
$340 M
|
| BRANDES INVESTMENT PARTNERS, LP |
2025 Q1
|
5/15/2025 |
452
|
$9.8 B
|
| Lido Advisors, LLC |
2025 Q1
|
5/15/2025 |
2,791
|
$22 B
|
| Lead Edge Capital Management, LLC |
2025 Q1
|
5/15/2025 |
10
|
$330 M
|
| Grandeur Peak Global Advisors, LLC |
2025 Q1
|
5/15/2025 |
112
|
$900 M
|
| Parvin Asset Management, LLC |
2025 Q1
|
5/15/2025 |
349
|
$91 M
|
| PLUSTICK MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
25
|
$140 M
|
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) |
2025 Q1
|
5/15/2025 |
1
|
$130 M
|
| STEADFAST CAPITAL MANAGEMENT LP |
2025 Q1
|
5/15/2025 |
56
|
$3.8 B
|
| Royal Bank of Canada |
2025 Q1
|
5/15/2025 |
25,563
|
$480 B
|
| BECK MACK & OLIVER LLC |
2025 Q1
|
5/15/2025 |
187
|
$5.0 B
|
| ICW Investment Advisors LLC |
2025 Q1
|
5/15/2025 |
140
|
$250 M
|
| Apis Capital Advisors, LLC |
2025 Q1
|
5/15/2025 |
42
|
$210 M
|
| Northern Right Capital Management, L.P. |
2025 Q1
|
5/15/2025 |
23
|
$240 M
|
| Khrom Capital Management LLC |
2025 Q1
|
5/15/2025 |
16
|
$750 M
|
| GWN SECURITIES INC. |
2025 Q1
|
5/15/2025 |
689
|
$1.8 B
|
| Siena Capital Partners GP, LLC |
2025 Q1
|
5/15/2025 |
108
|
$340 M
|
| Wealth Watch Advisors, INC |
2025 Q1
|
5/15/2025 |
68
|
$120 M
|
| Old Well Partners, LLC |
2025 Q1
|
5/15/2025 |
5
|
$4.6 M
|
| GLENMEDE TRUST CO NA |
2025 Q1
|
5/15/2025 |
2,630
|
$19 B
|
| Greenhouse Funds LLLP |
2025 Q1
|
5/15/2025 |
39
|
$2.1 B
|
| Spyglass Capital Management LLC |
2025 Q1
|
5/15/2025 |
25
|
$1.5 B
|
| MONETA GROUP INVESTMENT ADVISORS LLC |
2025 Q1
|
5/15/2025 |
668
|
$7.3 B
|
| Kohlberg Kravis Roberts & Co. L.P. |
2025 Q1
|
5/15/2025 |
77
|
$4.4 B
|
| Glen Eagle Advisors, LLC |
2025 Q1
|
5/15/2025 |
1,080
|
$600 M
|
| Millstreet Capital Management LLC |
2025 Q1
|
5/15/2025 |
2
|
$280 M
|
| MPWM ADVISORY SOLUTIONS, LLC |
2025 Q1
|
5/15/2025 |
734
|
$140 M
|
| Ceeto Capital Group, LLC |
2025 Q1
|
5/15/2025 |
178
|
$260 M
|
| PenderFund Capital Management Ltd. |
2025 Q1
|
5/15/2025 |
142
|
$510 M
|
| BWCP, LP |
2025 Q1
|
5/15/2025 |
24
|
$490 M
|
| U S WEALTH GROUP, LLC. |
2025 Q1
|
5/15/2025 |
40
|
$130 M
|
| Greenbrier Partners Capital Management, LLC |
2025 Q1
|
5/15/2025 |
14
|
$1.3 B
|
| LANDMARK INVESTMENT PARTNERS, L.P. |
2025 Q1
|
5/15/2025 |
36
|
$380 M
|
| Covalent Partners LLC |
2025 Q1
|
5/15/2025 |
15
|
$20 M
|
| NUCLEO CAPITAL LTDA. |
2025 Q1
|
5/15/2025 |
6
|
$46 M
|
| Carmenna Advisors LLC |
2025 Q1
|
5/15/2025 |
1
|
$0
|