| ASHFORD CAPITAL MANAGEMENT INC |
2025 Q1
|
5/15/2025 |
99
|
$780 M
|
| Spectrum Wealth Advisory Group, LLC |
2025 Q1
|
5/15/2025 |
57
|
$210 M
|
| Connecticut Wealth Management, LLC |
2025 Q1
|
5/15/2025 |
304
|
$1.9 B
|
| Goodlander Investment Management, LLC |
2025 Q1
|
5/15/2025 |
10
|
$120 M
|
| CERTIOR FINANCIAL GROUP, LLC |
2025 Q1
|
5/15/2025 |
117
|
$120 M
|
| KMT WEALTH MANAGEMENT, LLC |
2025 Q1
|
5/15/2025 |
16
|
$150 M
|
| Insight Wealth Partners, LLC |
2025 Q1
|
5/15/2025 |
108
|
$600 M
|
| Exos Asset Management LLC |
2025 Q1
|
5/15/2025 |
3
|
$2.3 k
|
| Innovator Capital Management, LLC |
2025 Q1
|
5/15/2025 |
11
|
$5.3 M
|
| Mubadala Investment Co PJSC |
2025 Q1
|
5/15/2025 |
54
|
$18 B
|
| CLEAR STREET LLC |
2023 Q1 - RESTATEMENT
|
5/15/2025 |
1,190
|
$2.8 B
|
| Council Ring Capital, LLC |
2025 Q1
|
5/15/2025 |
1
|
$0
|
| Ardmore Road Asset Management LP |
2025 Q1
|
5/15/2025 |
38
|
$980 M
|
| PUBLIC INVESTMENT FUND |
2025 Q1
|
5/15/2025 |
64
|
$26 B
|
| Lansing Management LP |
2025 Q1
|
5/15/2025 |
8
|
$120 M
|
| Long Focus Capital Management, LLC |
2025 Q1
|
5/15/2025 |
99
|
$3.0 B
|
| SYMMETRY PEAK MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
27
|
$87 M
|
| Benchmark Investment Advisors LLC |
2025 Q1
|
5/15/2025 |
86
|
$150 M
|
| Sassicaia Capital Advisers LLC |
2025 Q1
|
5/15/2025 |
27
|
$28 M
|
| Junto Capital Management LP |
2025 Q1
|
5/15/2025 |
81
|
$4.8 B
|
| TITLEIST ASSET MANAGEMENT, LLC |
2025 Q1
|
5/15/2025 |
294
|
$860 M
|
| Gobi Capital LLC |
2025 Q1
|
5/15/2025 |
11
|
$1.8 B
|
| SRN Advisors, LLC |
2025 Q1
|
5/15/2025 |
99
|
$89 M
|
| Baird Financial Group, Inc. |
2025 Q1
|
5/15/2025 |
2,973
|
$52 B
|
| Pinnacle Wealth Planning Services, Inc. |
2025 Q1
|
5/15/2025 |
399
|
$670 M
|
| Blue Chip Partners, LLC |
2025 Q1
|
5/15/2025 |
160
|
$1.2 B
|
| TFG Asset Management GP Ltd |
2025 Q1
|
5/15/2025 |
32
|
$440 M
|
| MARK ASSET MANAGEMENT LP |
2025 Q1
|
5/15/2025 |
52
|
$1.0 B
|
| DSC Meridian Capital LP |
2025 Q1
|
5/15/2025 |
10
|
$230 M
|
| DeepCurrents Investment Group LLC |
2025 Q1
|
5/15/2025 |
346
|
$3.3 B
|
| Farringdon Capital, Ltd. |
2025 Q1
|
5/15/2025 |
327
|
$200 M
|
| KINGDON CAPITAL MANAGEMENT, L.L.C. |
2025 Q1
|
5/15/2025 |
67
|
$940 M
|
| NewView Capital Partners I, LLC |
2025 Q1
|
5/15/2025 |
1
|
$31 M
|
| Advisory Services Network, LLC |
2025 Q1
|
5/15/2025 |
5,796
|
$5.2 B
|
| Wellspring Financial Advisors, LLC |
2025 Q1
|
5/15/2025 |
139
|
$900 M
|
| SILVERBACK ASSET MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
61
|
$720 M
|
| Mountaineer Partners Management, LLC |
2025 Q1
|
5/15/2025 |
28
|
$100 M
|
| Finward Bancorp |
2025 Q1
|
5/15/2025 |
179
|
$120 M
|
| Pacifica Capital Investments, LLC |
2025 Q1
|
5/15/2025 |
14
|
$280 M
|
| Recurrent Investment Advisors LLC |
2025 Q1
|
5/15/2025 |
65
|
$1.2 B
|
| Veritas Asset Management LLP |
2025 Q1
|
5/15/2025 |
35
|
$9.9 B
|
| Shakespeare Wealth Management, LLC |
2025 Q1
|
5/15/2025 |
96
|
$370 M
|
| Icon Wealth Advisors, LLC |
2025 Q1
|
5/15/2025 |
475
|
$1.2 B
|
| TANAKA CAPITAL MANAGEMENT INC |
2025 Q1
|
5/15/2025 |
42
|
$42 M
|
| Southern Farm Bureau Life Insurance |
2025 Q1
|
5/15/2025 |
16
|
$680 M
|
| Integrated Quantitative Investments LLC |
2025 Q1
|
5/15/2025 |
279
|
$200 M
|
| Bratton Capital Management, L.P. |
2025 Q1
|
5/15/2025 |
1
|
$28 M
|
| Stanley Capital Management, LLC |
2025 Q1
|
5/15/2025 |
37
|
$250 M
|
| Keenan Capital, LLC |
2025 Q1
|
5/15/2025 |
10
|
$430 M
|
| Yorktown Energy Partners XI, L.P. |
2025 Q1
|
5/15/2025 |
3
|
$96 M
|
| Cruiser Capital Advisors, LLC |
2025 Q1
|
5/15/2025 |
50
|
$74 M
|
| Francisco Partners Management, LP |
2025 Q1
|
5/15/2025 |
5
|
$620 M
|
| BROWN CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
105
|
$3.3 B
|
| Human Investing LLC |
2025 Q1
|
5/15/2025 |
125
|
$570 M
|
| CORSAIR CAPITAL MANAGEMENT, L.P. |
2025 Q1 - RESTATEMENT
|
5/15/2025 |
122
|
$400 M
|
| Scarborough Advisors, LLC |
2025 Q1
|
5/15/2025 |
118
|
$700 M
|
| TEXAS TREASURY SAFEKEEPING TRUST CO |
2025 Q1
|
5/15/2025 |
5
|
$1.2 B
|
| Granite FO LLC |
2025 Q1
|
5/15/2025 |
640
|
$180 M
|
| Varde Management, L.P. |
2025 Q1
|
5/15/2025 |
4
|
$140 M
|
| Running Point Capital Advisors, LLC |
2025 Q1
|
5/15/2025 |
182
|
$320 M
|
| Kynam Capital Management, LP |
2025 Q1
|
5/15/2025 |
32
|
$1.2 B
|
| Comprehensive Financial Management LLC |
2025 Q1
|
5/15/2025 |
40
|
$3.2 B
|
| Centric Wealth Management |
2025 Q1
|
5/15/2025 |
175
|
$380 M
|
| Yorktown Energy Partners X, L.P. |
2025 Q1
|
5/15/2025 |
3
|
$40 M
|
| Texas Bank & Trust Co |
2025 Q1
|
5/15/2025 |
397
|
$240 M
|
| Concorde Asset Management, LLC |
2025 Q1
|
5/15/2025 |
176
|
$190 M
|
| Crow's Nest Holdings LP |
2025 Q1
|
5/15/2025 |
8
|
$400 M
|
| FinDec Wealth Services, Inc. |
2025 Q1
|
5/15/2025 |
38
|
$100 M
|
| Lakeshore Financial Planning, Inc. |
2025 Q1
|
5/15/2025 |
78
|
$240 M
|
| YORKTOWN ENERGY PARTNERS IX, L.P. |
2025 Q1
|
5/15/2025 |
2
|
$37 M
|
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC |
2025 Q1
|
5/15/2025 |
142
|
$3.9 B
|
| Artia Global Partners LP |
2025 Q1
|
5/15/2025 |
38
|
$400 M
|
| Cartenna Capital, LP |
2025 Q1
|
5/15/2025 |
37
|
$1.6 B
|
| P SCHOENFELD ASSET MANAGEMENT LP |
2025 Q1
|
5/15/2025 |
34
|
$360 M
|
| Cowen Investment Management LLC |
2025 Q1
|
5/15/2025 |
1
|
$0
|
| REDWOOD CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/15/2025 |
13
|
$670 M
|
| NewEdge Advisors, LLC |
2025 Q1
|
5/15/2025 |
3,959
|
$17 B
|
| Sonoma Private Wealth LLC |
2025 Q1
|
5/15/2025 |
71
|
$72 M
|
| BARR E S & CO |
2025 Q1
|
5/15/2025 |
106
|
$1.6 B
|
| Sovereign's Capital Management, LLC |
2025 Q1
|
5/15/2025 |
124
|
$170 M
|
| Integrated Wealth Concepts LLC |
2025 Q1
|
5/15/2025 |
1,734
|
$8.6 B
|
| Focus Partners Wealth |
2025 Q1
|
5/15/2025 |
1,898
|
$40 B
|
| SOMA EQUITY PARTNERS LP |
2025 Q1
|
5/15/2025 |
18
|
$1.7 B
|
| Yorktown Energy Partners VIII, L.P. |
2025 Q1
|
5/15/2025 |
2
|
$53 M
|
| Cambria Investment Management, L.P. |
2025 Q1
|
5/15/2025 |
387
|
$1.4 B
|
| TOMS Capital Investment Management LP |
2025 Q1
|
5/15/2025 |
21
|
$3.3 B
|
| Antara Capital LP |
2025 Q1
|
5/15/2025 |
13
|
$120 k
|
| Cook Wealth, LLC |
2025 Q1
|
5/15/2025 |
52
|
$210 M
|
| Kore Advisors LP |
2025 Q1 - RESTATEMENT
|
5/15/2025 |
13
|
$120 M
|
| OAKMONT Corp |
2025 Q1
|
5/15/2025 |
31
|
$510 M
|
| Owls Nest Partners IA, LLC |
2025 Q1
|
5/15/2025 |
15
|
$410 M
|
| STRAIGHTLINE GROUP LLC |
2025 Q1
|
5/15/2025 |
13
|
$150 M
|
| Slate Path Capital LP |
2025 Q1
|
5/15/2025 |
50
|
$5.5 B
|
| RIT CAPITAL PARTNERS PLC |
2025 Q1
|
5/15/2025 |
21
|
$680 M
|
| PAYDEN & RYGEL |
2025 Q1
|
5/15/2025 |
125
|
$1.2 B
|
| HGC Investment Management Inc. |
2025 Q1
|
5/15/2025 |
78
|
$280 M
|
| Trustees of Columbia University in the City of New York |
2025 Q1
|
5/15/2025 |
10
|
$630 M
|
| Prospera Financial Services Inc |
2025 Q1
|
5/15/2025 |
1,167
|
$4.4 B
|
| Squarepoint Ops LLC |
2025 Q1
|
5/15/2025 |
4,472
|
$82 B
|
| Crake Asset Management LLP |
2025 Q1
|
5/15/2025 |
15
|
$1.2 B
|