| Vertex Planning Partners, LLC |
2025 Q4
|
2/17/2026 |
130
|
$430 M
|
| Humankind Investments LLC |
2025 Q4
|
2/17/2026 |
18
|
$220 M
|
| D L CARLSON INVESTMENT GROUP INC |
2025 Q4
|
2/17/2026 |
135
|
$590 M
|
| ARCH Venture Management, LLC |
2025 Q4
|
2/17/2026 |
9
|
$650 M
|
| STEADFAST CAPITAL MANAGEMENT LP |
2025 Q4
|
2/17/2026 |
133
|
$5.8 B
|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
2025 Q4
|
2/17/2026 |
1,370
|
$17 B
|
| GordonMD Global Investments LP |
2025 Q4
|
2/17/2026 |
13
|
$140 M
|
| DIMENSION CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/17/2026 |
114
|
$710 M
|
| Lakeshore Financial Planning, Inc. |
2025 Q4
|
2/17/2026 |
86
|
$280 M
|
| H PARTNERS MANAGEMENT, LLC |
2025 Q4
|
2/17/2026 |
3
|
$160 M
|
| Q Global Advisors, LLC |
2025 Q4
|
2/17/2026 |
48
|
$100 M
|
| SwitchPoint Financial Planning, LLC |
2025 Q4
|
2/17/2026 |
98
|
$140 M
|
| Risk Paradigm Group, LLC |
2025 Q4
|
2/17/2026 |
52
|
$100 M
|
| Beryl Capital Management LLC |
2025 Q4
|
2/17/2026 |
15
|
$990 M
|
| BROWNING WEST LP |
2025 Q4
|
2/17/2026 |
5
|
$1.6 B
|
| TCW GROUP INC |
2025 Q4
|
2/17/2026 |
911
|
$14 B
|
| STANSBERRY ASSET MANAGEMENT, LLC |
2025 Q4
|
2/17/2026 |
145
|
$990 M
|
| Latigo Investments, LLC |
2025 Q4
|
2/17/2026 |
14
|
$200 M
|
| TIGER GLOBAL MANAGEMENT LLC |
2025 Q4
|
2/17/2026 |
54
|
$30 B
|
| MAC Alpha Capital Management, LP |
2025 Q4
|
2/17/2026 |
20
|
$180 M
|
| Cartenna Capital, LP |
2025 Q4
|
2/17/2026 |
48
|
$3.0 B
|
| RPO LLC |
2025 Q4
|
2/17/2026 |
70
|
$960 M
|
| Paradigm Biocapital Advisors LP |
2025 Q4
|
2/17/2026 |
30
|
$3.9 B
|
| Engaged Capital LLC |
2025 Q4
|
2/17/2026 |
9
|
$390 M
|
| North Reef Capital Management LP |
2025 Q4
|
2/17/2026 |
56
|
$2.5 B
|
| Kovack Advisors, Inc. |
2025 Q4 - RESTATEMENT
|
2/17/2026 |
1,013
|
$2.2 B
|
| Renesas Electronics America Inc. |
2025 Q4
|
2/17/2026 |
1
|
$290 M
|
| Townsend Financial Planning, LLC |
2025 Q4
|
2/17/2026 |
26
|
$100 M
|
| MinichMacGregor Wealth Management, LLC |
2025 Q4
|
2/17/2026 |
136
|
$550 M
|
| Trexquant Investment LP |
2025 Q4
|
2/17/2026 |
1,551
|
$11 B
|
| Capital Planning Advisors, LLC |
2025 Q4
|
2/17/2026 |
163
|
$750 M
|
| Amundi |
2025 Q4
|
2/17/2026 |
5,068
|
$370 B
|
| RBF Capital, LLC |
2025 Q4 - NEW HOLDINGS
|
2/17/2026 |
555
|
$2.3 B
|
| ADW Capital Management, LLC |
2025 Q4
|
2/17/2026 |
5
|
$130 M
|
| MOON CAPITAL MANAGEMENT LP |
2025 Q4
|
2/17/2026 |
11
|
$160 M
|
| MOON CAPITAL MANAGEMENT LP |
2025 Q3 - RESTATEMENT
|
2/17/2026 |
11
|
$140 M
|
| MEDICI CAPITAL LLC |
2025 Q4
|
2/17/2026 |
14
|
$120 M
|
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
2025 Q4
|
2/17/2026 |
9
|
$380 M
|
| Wealth Architects, LLC |
2025 Q4
|
2/17/2026 |
240
|
$1.1 B
|
| Compass Wealth Management, LLC/GA |
2025 Q4
|
2/17/2026 |
66
|
$240 M
|
| Ategra Capital Management, LLC |
2025 Q4
|
2/17/2026 |
33
|
$210 M
|
| Comprehensive Financial Management LLC |
2025 Q4
|
2/17/2026 |
38
|
$3.3 B
|
| Crow's Nest Holdings LP |
2025 Q4
|
2/17/2026 |
9
|
$440 M
|
| QUEST INVESTMENT MANAGEMENT LLC |
2025 Q4
|
2/17/2026 |
129
|
$930 M
|
| HUTNER CAPITAL MANAGEMENT INC |
2025 Q4
|
2/17/2026 |
44
|
$240 M
|
| Kurv Investment Management LLC |
2025 Q4
|
2/17/2026 |
53
|
$110 M
|
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT |
2025 Q4
|
2/17/2026 |
88
|
$1.8 B
|
| Parkwood LLC |
2025 Q4
|
2/17/2026 |
98
|
$1.3 B
|
| Eddie Patel Inc |
2025 Q4
|
2/17/2026 |
104
|
$130 M
|
| Alua Capital Management LP |
2025 Q4
|
2/17/2026 |
17
|
$1.3 B
|
| SAMLYN CAPITAL, LLC |
2025 Q4
|
2/17/2026 |
279
|
$6.3 B
|
| LMR Partners LLP |
2025 Q4
|
2/17/2026 |
1,908
|
$53 B
|
| Insight Wealth Partners, LLC |
2025 Q4
|
2/17/2026 |
115
|
$730 M
|
| DAFNA Capital Management LLC |
2025 Q4
|
2/17/2026 |
77
|
$430 M
|
| GARNET EQUITY CAPITAL HOLDINGS, INC. |
2025 Q4
|
2/17/2026 |
26
|
$760 M
|
| Triavera Capital LLC |
2025 Q4
|
2/17/2026 |
18
|
$210 M
|
| Roehl & Yi Investment Advisors, LLC |
2025 Q4
|
2/17/2026 |
173
|
$250 M
|
| Sciencast Management LP |
2025 Q4
|
2/17/2026 |
283
|
$720 M
|
| Miller Capital Partners, Inc. |
2025 Q4
|
2/17/2026 |
265
|
$200 M
|
| Altrafin AG |
2021 Q4
|
2/17/2026 |
91
|
$280 M
|
| GRATIA CAPITAL, LLC |
2025 Q4
|
2/17/2026 |
60
|
$130 M
|
| Bell Asset Management Ltd |
2025 Q4
|
2/17/2026 |
59
|
$370 M
|
| Core Wealth Advisors, Inc. |
2025 Q4
|
2/17/2026 |
94
|
$390 M
|
| TREMBLANT CAPITAL GROUP |
2025 Q4
|
2/17/2026 |
68
|
$3.9 B
|
| FERNBRIDGE CAPITAL MANAGEMENT LP |
2025 Q4
|
2/17/2026 |
20
|
$2.0 B
|
| Elequin Capital, LP |
2025 Q4
|
2/17/2026 |
409
|
$1.3 B
|
| Beverly Hills Private Wealth, LLC |
2025 Q4 - RESTATEMENT
|
2/17/2026 |
487
|
$580 M
|
| Grand Alliance Asset Management Ltd |
2025 Q4
|
2/17/2026 |
11
|
$140 M
|
| HF Capital, LLC |
2025 Q4
|
2/17/2026 |
4
|
$170 M
|
| Curi Capital, LLC |
2025 Q4
|
2/17/2026 |
1,541
|
$5.8 B
|
| HALL CAPITAL MANAGEMENT CO INC |
2025 Q4
|
2/17/2026 |
98
|
$260 M
|
| Checkpoint Capital L.P. |
2025 Q4
|
2/17/2026 |
7
|
$320 M
|
| DARK FOREST CAPITAL MANAGEMENT LP |
2025 Q4
|
2/17/2026 |
931
|
$2.2 B
|
| URS Advisory LLC |
2025 Q4
|
2/17/2026 |
44
|
$120 M
|
| BANK OF AMERICA CORP /DE/ |
2025 Q4
|
2/17/2026 |
28,105
|
$1.4 T
|
| Forefront Analytics, LLC |
2025 Q4
|
2/17/2026 |
47
|
$110 M
|
| Wheels Up Wealth, Inc. |
2025 Q4
|
2/17/2026 |
25
|
$110 M
|
| Alpine Global Management, LLC |
2025 Q4
|
2/17/2026 |
352
|
$590 M
|
| Schrum Private Wealth Management LLC |
2025 Q4
|
2/17/2026 |
122
|
$140 M
|
| Aspect Management, LLC |
2025 Q4
|
2/17/2026 |
1
|
$300 M
|
| RPD Fund Management LLC |
2025 Q4
|
2/17/2026 |
9
|
$230 M
|
| BTG Pactual Asset Management US LLC |
2025 Q4
|
2/17/2026 |
243
|
$1.0 B
|
| EMG Holdings, L.P. |
2025 Q4
|
2/17/2026 |
27
|
$140 M
|
| Nearwater Capital Markets, Ltd |
2025 Q4
|
2/17/2026 |
104
|
$5.8 B
|
| NEPC LLC |
2025 Q4
|
2/17/2026 |
51
|
$4.7 B
|
| iSAM Funds (UK) Ltd |
2025 Q4
|
2/17/2026 |
296
|
$280 M
|
| FIL Ltd |
2025 Q4
|
2/17/2026 |
1,705
|
$130 B
|
| KP Management LLC |
2025 Q4
|
2/17/2026 |
70
|
$360 M
|
| CADEN CAPITAL PARTNERS, LP |
2025 Q4
|
2/17/2026 |
34
|
$44 M
|
| Orbis Allan Gray Ltd |
2025 Q4
|
2/17/2026 |
152
|
$24 B
|
| Cota Capital Management, LLC |
2025 Q4
|
2/17/2026 |
1
|
$0
|
| New Mountain Capital, L.L.C. |
2025 Q4
|
2/17/2026 |
1
|
$160 M
|
| Jump Financial, LLC |
2025 Q4
|
2/17/2026 |
4,014
|
$8.1 B
|
| J Digital 6 LLC |
2025 Q4
|
2/17/2026 |
2
|
$190 M
|
| Calydon Capital |
2025 Q4
|
2/17/2026 |
243
|
$590 M
|
| FEARNLEY ASSET MANAGEMENT AS |
2025 Q4
|
2/17/2026 |
21
|
$220 M
|
| Qube Research & Technologies Ltd |
2025 Q4
|
2/17/2026 |
3,633
|
$98 B
|
| TWO SIGMA SECURITIES, LLC |
2025 Q4
|
2/17/2026 |
1,421
|
$730 M
|
| MARIPAU WEALTH MANAGEMENT LLC |
2025 Q4
|
2/17/2026 |
154
|
$220 M
|
| OBERWEIS ASSET MANAGEMENT INC/ |
2025 Q4
|
2/17/2026 |
179
|
$2.7 B
|