| Intrinsic Value Partners, LLC |
2025 Q3
|
11/14/2025 |
67
|
$120 M
|
| Harber Asset Management LLC |
2025 Q3
|
11/14/2025 |
40
|
$280 M
|
| DF DENT & CO INC |
2025 Q3
|
11/14/2025 |
272
|
$7.7 B
|
| ACUTA CAPITAL PARTNERS, LLC |
2025 Q3
|
11/14/2025 |
28
|
$97 M
|
| Zurcher Kantonalbank (Zurich Cantonalbank) |
2025 Q3
|
11/14/2025 |
2,553
|
$44 B
|
| Davidson Kempner Capital Management LP |
2025 Q3
|
11/14/2025 |
225
|
$5.9 B
|
| Aveo Capital Partners, LLC |
2025 Q3
|
11/14/2025 |
1
|
$0
|
| Sagefield Capital LP |
2025 Q3
|
11/14/2025 |
186
|
$890 M
|
| Vernal Point Advisors, LLC |
2025 Q3
|
11/14/2025 |
22
|
$230 M
|
| III Capital Management |
2025 Q3
|
11/14/2025 |
47
|
$420 M
|
| Hansen & Associates Financial Group, Inc. |
2025 Q3
|
11/14/2025 |
43
|
$240 M
|
| Counterweight Ventures, LLC |
2025 Q3
|
11/14/2025 |
79
|
$170 M
|
| University of Pittsburgh - Of the Commonwealth System of Higher Education |
2025 Q3
|
11/14/2025 |
2
|
$130 M
|
| Brown Financial Advisors |
2025 Q3
|
11/14/2025 |
147
|
$270 M
|
| Murchinson Ltd. |
2025 Q3
|
11/14/2025 |
96
|
$790 M
|
| CURA WEALTH ADVISORS, LLC |
2025 Q3
|
11/14/2025 |
127
|
$260 M
|
| GREENOAKS CAPITAL PARTNERS LLC |
2025 Q3
|
11/14/2025 |
8
|
$3.1 B
|
| Teilinger Capital Ltd. |
2025 Q3
|
11/14/2025 |
9
|
$120 M
|
| Tenere Capital LLC |
2025 Q3 - NEW HOLDINGS
|
11/14/2025 |
21
|
$420 M
|
| Alexis Investment Partners, LLC |
2025 Q3
|
11/14/2025 |
98
|
$1.2 B
|
| Main Management ETF Advisors, LLC |
2025 Q3
|
11/14/2025 |
124
|
$2.7 B
|
| Gallo Partners, LP |
2025 Q3
|
11/14/2025 |
52
|
$130 M
|
| CastleKnight Management LP |
2025 Q3
|
11/14/2025 |
453
|
$5.1 B
|
| IMMERSION CORP |
2025 Q3
|
11/14/2025 |
7
|
$160 M
|
| KING STREET CAPITAL MANAGEMENT, L.P. |
2025 Q3
|
11/14/2025 |
18
|
$2.3 B
|
| Forest Hill Capital, LLC |
2025 Q3
|
11/14/2025 |
37
|
$170 M
|
| ARISTEIA CAPITAL, L.L.C. |
2025 Q3
|
11/14/2025 |
535
|
$4.3 B
|
| NBC SECURITIES, INC. |
2025 Q3
|
11/14/2025 |
2,795
|
$1.3 B
|
| BERKSHIRE CAPITAL HOLDINGS INC |
2025 Q3
|
11/14/2025 |
111
|
$330 M
|
| SFE Investment Counsel |
2025 Q3
|
11/14/2025 |
147
|
$630 M
|
| Rangeley Capital, LLC |
2025 Q3
|
11/14/2025 |
136
|
$120 M
|
| ExodusPoint Capital Management, LP |
2025 Q3
|
11/14/2025 |
1,466
|
$9.8 B
|
| Heard Capital LLC |
2025 Q3 - NEW HOLDINGS
|
11/14/2025 |
21
|
$2.1 B
|
| H/2 CREDIT MANAGER LP |
2025 Q3
|
11/14/2025 |
17
|
$400 M
|
| Element Squared LLC |
2025 Q3
|
11/14/2025 |
60
|
$180 M
|
| FIRST MANHATTAN CO. LLC. |
2025 Q3
|
11/14/2025 |
714
|
$38 B
|
| Financial Advisors Network, Inc. |
2025 Q3
|
11/14/2025 |
196
|
$710 M
|
| Arosa Capital Management LP |
2025 Q3
|
11/14/2025 |
70
|
$460 M
|
| BEACON INVESTMENT ADVISORS LLC |
2025 Q3
|
11/14/2025 |
164
|
$240 M
|
| Newbrook Capital Advisors LP |
2025 Q3
|
11/14/2025 |
20
|
$820 M
|
| Meros Investment Management, LP |
2025 Q3
|
11/14/2025 |
43
|
$230 M
|
| CAPSTONE INVESTMENT ADVISORS, LLC |
2025 Q3
|
11/14/2025 |
1,889
|
$54 B
|
| BROWN ADVISORY INC |
2025 Q3
|
11/14/2025 |
3,106
|
$77 B
|
| Financial Gravity Asset Management, Inc. |
2025 Q3
|
11/14/2025 |
999
|
$510 M
|
| Cascades Capital Asset Management, LLC |
2025 Q3
|
11/14/2025 |
155
|
$230 M
|
| Cetera Investment Advisers |
2025 Q3
|
11/14/2025 |
4,566
|
$86 B
|
| Daiwa Securities Group Inc. |
2025 Q3
|
11/14/2025 |
1,800
|
$30 B
|
| Alpine Global Management, LLC |
2025 Q3
|
11/14/2025 |
286
|
$580 M
|
| OSTERWEIS CAPITAL MANAGEMENT INC |
2025 Q3
|
11/14/2025 |
320
|
$2.2 B
|
| LOGAN CAPITAL MANAGEMENT INC |
2025 Q3
|
11/14/2025 |
642
|
$2.4 B
|
| Sustainable Growth Advisers, LP |
2025 Q3
|
11/14/2025 |
105
|
$17 B
|
| Fort Baker Capital Management LP |
2025 Q3
|
11/14/2025 |
90
|
$630 M
|
| Wills Financial Group LLC |
2025 Q3
|
11/14/2025 |
67
|
$240 M
|
| Barnes Wealth Management Group, Inc |
2025 Q3
|
11/14/2025 |
172
|
$180 M
|
| One Capital Management, LLC |
2025 Q3
|
11/14/2025 |
483
|
$3.1 B
|
| Conrad N. Hilton Foundation |
2025 Q3
|
11/14/2025 |
2
|
$85 M
|
| Legion Partners Asset Management, LLC |
2025 Q3
|
11/14/2025 |
7
|
$180 M
|
| MONOGRAPH WEALTH ADVISORS, LLC |
2025 Q3
|
11/14/2025 |
139
|
$990 M
|
| Rubicon Founders LLC |
2025 Q3
|
11/14/2025 |
2
|
$190 M
|
| Duquesne Family Office LLC |
2025 Q3
|
11/14/2025 |
65
|
$4.1 B
|
| Horizon Investments, LLC |
2025 Q3
|
11/14/2025 |
1,212
|
$7.6 B
|
| Dai-ichi Life Holdings, Inc. |
2025 Q3
|
11/14/2025 |
21
|
$100 M
|
| DUALITY ADVISERS, LP |
2025 Q3
|
11/14/2025 |
1
|
$0
|
| STEINBERG ASSET MANAGEMENT LLC |
2025 Q3
|
11/14/2025 |
39
|
$140 M
|
| ADAR1 Capital Management, LLC |
2025 Q3
|
11/14/2025 |
220
|
$1.1 B
|
| Patriot Financial Partners GP II, L.P. |
2025 Q3
|
11/14/2025 |
12
|
$320 M
|
| Whitebark Investors LP |
2025 Q3
|
11/14/2025 |
10
|
$210 M
|
| PACES FERRY WEALTH ADVISORS, LLC |
2025 Q3
|
11/14/2025 |
128
|
$240 M
|
| DISCIPLINED GROWTH INVESTORS INC /MN |
2025 Q3
|
11/14/2025 |
64
|
$5.5 B
|
| Woodline Partners LP |
2025 Q3
|
11/14/2025 |
870
|
$21 B
|
| PYA Waltman Capital, LLC |
2025 Q3
|
11/14/2025 |
80
|
$370 M
|
| Dai-ichi Life Insurance Company, Ltd |
2025 Q3
|
11/14/2025 |
480
|
$4.0 B
|
| Focus Partners Wealth |
2025 Q3
|
11/14/2025 |
2,200
|
$62 B
|
| SRS Investment Management, LLC |
2025 Q3
|
11/14/2025 |
28
|
$9.2 B
|
| S&T Bank/PA |
2025 Q3
|
11/14/2025 |
739
|
$360 M
|
| Pinnacle Family Advisors, LLC |
2025 Q3
|
11/14/2025 |
124
|
$230 M
|
| MERCER GLOBAL ADVISORS INC /ADV |
2025 Q3
|
11/14/2025 |
2,633
|
$60 B
|
| Fayez Sarofim & Co |
2025 Q3
|
11/14/2025 |
569
|
$43 B
|
| Sapience Investments, LLC |
2025 Q3
|
11/14/2025 |
48
|
$26 M
|
| NORTHERN TRUST CORP |
2025 Q3
|
11/14/2025 |
20,749
|
$780 B
|
| MAIRS & POWER INC |
2025 Q3
|
11/14/2025 |
248
|
$11 B
|
| ROYAL BANK OF CANADA |
2025 Q3
|
11/14/2025 |
27,742
|
$610 B
|
| Styrax Capital, LP |
2025 Q3
|
11/14/2025 |
9
|
$1.4 B
|
| Resolute Capital Asset Partners LLC |
2025 Q3
|
11/14/2025 |
44
|
$190 M
|
| ALLIUM FINANCIAL ADVISORS, LLC |
2025 Q3
|
11/14/2025 |
81
|
$120 M
|
| Logos Global Management LP |
2025 Q3
|
11/14/2025 |
59
|
$1.1 B
|
| Exome Asset Management LLC |
2025 Q3
|
11/14/2025 |
68
|
$170 M
|
| Delos Wealth Advisors, LLC |
2025 Q3
|
11/14/2025 |
290
|
$150 M
|
| TORONTO DOMINION BANK |
2025 Q3
|
11/14/2025 |
3,359
|
$64 B
|
| Centerbridge Partners, L.P. |
2025 Q3
|
11/14/2025 |
4
|
$100 M
|
| H PARTNERS MANAGEMENT, LLC |
2025 Q3
|
11/14/2025 |
3
|
$300 M
|
| Engle Capital Management, L.P. |
2025 Q3
|
11/14/2025 |
23
|
$280 M
|
| HEADINVEST, LLC |
2025 Q3
|
11/14/2025 |
211
|
$480 M
|
| Summit Trail Advisors, LLC |
2025 Q3
|
11/14/2025 |
1,344
|
$7.2 B
|
| Capital Impact Advisors, LLC |
2025 Q3
|
11/14/2025 |
30
|
$450 M
|
| Sierra Capital LLC |
2025 Q3
|
11/14/2025 |
249
|
$910 M
|
| High Falls Advisors, Inc |
2025 Q3
|
11/14/2025 |
146
|
$490 M
|
| Manchester Capital Management LLC |
2025 Q3
|
11/14/2025 |
1,292
|
$740 M
|
| American Trust Investment Advisors, LLC |
2025 Q3
|
11/14/2025 |
81
|
$190 M
|
| Northwest Bancshares, Inc. |
2025 Q3
|
11/14/2025 |
221
|
$600 M
|