| Nitorum Capital, L.P. |
2026 Q1
|
5/15/2026 |
20
|
$110 M
|
| Navis Wealth Advisors, LLC |
2026 Q1
|
5/15/2026 |
175
|
$200 M
|
| Plan A Wealth LLC |
2026 Q1
|
5/15/2026 |
178
|
$210 M
|
| Lansing Management LP |
2026 Q1
|
5/15/2026 |
14
|
$150 M
|
| Argosy-Lionbridge Management, LLC |
2026 Q1
|
5/15/2026 |
14
|
$140 M
|
| HUTNER CAPITAL MANAGEMENT INC |
2026 Q1
|
5/15/2026 |
44
|
$240 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2021 Q4
|
5/15/2026 |
79
|
$390 M
|
| HEADINVEST, LLC |
2026 Q1
|
5/15/2026 |
225
|
$490 M
|
| Parkwood LLC |
2026 Q1
|
5/15/2026 |
85
|
$1.1 B
|
| KELLY LAWRENCE W & ASSOCIATES INC/CA |
2026 Q1
|
5/15/2026 |
182
|
$360 M
|
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC |
2026 Q1
|
5/15/2026 |
13
|
$120 M
|
| Investmark Advisory Group LLC |
2026 Q1
|
5/15/2026 |
142
|
$230 M
|
| Kinloch Capital, LLC |
2026 Q1
|
5/15/2026 |
83
|
$250 M
|
| Sender Co & Partners, Inc. |
2026 Q1
|
5/15/2026 |
53
|
$160 M
|
| Little Harbor Advisors, LLC |
2026 Q1
|
5/15/2026 |
4
|
$170 M
|
| Beryl Capital Management LLC |
2026 Q1
|
5/15/2026 |
9
|
$110 M
|
| Bragg Financial Advisors, Inc |
2026 Q1
|
5/15/2026 |
362
|
$3.2 B
|
| PenderFund Capital Management Ltd. |
2026 Q1
|
5/15/2026 |
253
|
$640 M
|
| KR Capital LP |
2026 Q1
|
5/15/2026 |
49
|
$500 M
|
| North Berkeley Wealth Management, LLC |
2026 Q1
|
5/15/2026 |
73
|
$190 M
|
| Waterford Advisors, LLC |
2026 Q1
|
5/15/2026 |
57
|
$320 M
|
| QUEST INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/15/2026 |
122
|
$860 M
|
| Blue Grotto Capital, LLC |
2026 Q1
|
5/15/2026 |
21
|
$870 M
|
| FLOW TRADERS U.S. LLC |
2026 Q1
|
5/15/2026 |
985
|
$3.2 B
|
| Kentucky Farm Bureau Mutual Insurance Co |
2021 Q3
|
5/15/2026 |
87
|
$370 M
|
| Sharp Capital Gestora de Recursos Ltda. |
2026 Q1
|
5/15/2026 |
7
|
$190 M
|
| Global Frontier Investments LLC |
2026 Q1 - NEW HOLDINGS
|
5/15/2026 |
30
|
$730 M
|
| KINTRA WEALTH, LLC |
2026 Q1
|
5/15/2026 |
408
|
$1.4 B
|
| Paradigm Biocapital Advisors LP |
2026 Q1
|
5/15/2026 |
35
|
$4.9 B
|
| Equitable Holdings, Inc. |
2026 Q1
|
5/15/2026 |
1,780
|
$16 B
|
| Talisman Wealth Advisors LLC |
2026 Q1
|
5/15/2026 |
103
|
$120 M
|
| 1607 Capital Partners, LLC |
2026 Q1
|
5/15/2026 |
139
|
$1.4 B
|
| Cerity Partners Retirement Plan Advisors LLC |
2026 Q1
|
5/15/2026 |
31
|
$200 M
|
| Destination Wealth Management |
2026 Q1
|
5/15/2026 |
342
|
$3.9 B
|
| Kentucky Farm Bureau Mutual Insurance Co |
2021 Q2
|
5/15/2026 |
87
|
$360 M
|
| Wick Capital Partners, LLC |
2026 Q1
|
5/15/2026 |
231
|
$550 M
|
| NEOS Investment Management LLC |
2026 Q1
|
5/15/2026 |
575
|
$20 B
|
| Kentucky Farm Bureau Mutual Insurance Co |
2021 Q1
|
5/15/2026 |
88
|
$330 M
|
| Rehmann Capital Advisory Group |
2026 Q1
|
5/15/2026 |
676
|
$1.9 B
|
| Greenhouse Funds LLLP |
2026 Q1
|
5/15/2026 |
33
|
$2.2 B
|
| Styrax Capital, LP |
2026 Q1
|
5/15/2026 |
17
|
$1.4 B
|
| Hayek Kallen Investment Management |
2026 Q1
|
5/15/2026 |
92
|
$310 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2022 Q4
|
5/15/2026 |
78
|
$320 M
|
| SCOGGIN MANAGEMENT LP |
2026 Q1
|
5/15/2026 |
51
|
$1.0 B
|
| Royal Capital Wealth Management, LLC |
2026 Q1
|
5/15/2026 |
96
|
$160 M
|
| Quadcap Wealth Management, LLC |
2026 Q1
|
5/15/2026 |
398
|
$880 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2022 Q3
|
5/15/2026 |
78
|
$290 M
|
| Octagon Capital Advisors LP |
2026 Q1
|
5/15/2026 |
29
|
$900 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2022 Q2
|
5/15/2026 |
75
|
$310 M
|
| Ameraudi Asset Management, Inc. |
2026 Q1
|
5/15/2026 |
60
|
$180 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2022 Q1
|
5/15/2026 |
77
|
$370 M
|
| Luxor Capital Group, LP |
2026 Q1
|
5/15/2026 |
49
|
$1.4 B
|
| Delta Global Management LP |
2026 Q1
|
5/15/2026 |
154
|
$1.2 B
|
| Weiss Asset Management LP |
2026 Q1
|
5/15/2026 |
488
|
$5.9 B
|
| Davidson Kempner Capital Management LP |
2025 Q4 - NEW HOLDINGS
|
5/15/2026 |
2
|
$650 M
|
| Absolute Gestao de Investimentos Ltda. |
2026 Q1
|
5/15/2026 |
74
|
$880 M
|
| Gullane Capital, LLC |
2026 Q1
|
5/15/2026 |
8
|
$37 M
|
| Cypress Capital Group |
2026 Q1
|
5/15/2026 |
284
|
$890 M
|
| Everest Financial Group LLC |
2026 Q1
|
5/15/2026 |
199
|
$610 M
|
| Insight Holdings Group, LLC |
2026 Q1
|
5/15/2026 |
28
|
$1.4 B
|
| Davidson Kempner Capital Management LP |
2025 Q4 - NEW HOLDINGS
|
5/15/2026 |
5
|
$880 M
|
| Endure Capital Management, LLC |
2026 Q1
|
5/15/2026 |
35
|
$150 M
|
| Davidson Kempner Capital Management LP |
2025 Q3 - NEW HOLDINGS
|
5/15/2026 |
1
|
$53 M
|
| Valence8 US LP |
2026 Q1
|
5/15/2026 |
14
|
$290 M
|
| OMERS ADMINISTRATION Corp |
2026 Q1
|
5/15/2026 |
1,096
|
$16 B
|
| Davidson Kempner Capital Management LP |
2025 Q3 - NEW HOLDINGS
|
5/15/2026 |
2
|
$550 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2023 Q4
|
5/15/2026 |
73
|
$390 M
|
| Bison Wealth, LLC |
2026 Q1
|
5/15/2026 |
462
|
$1.0 B
|
| North Reef Capital Management LP |
2026 Q1
|
5/15/2026 |
60
|
$2.9 B
|
| Conversant Capital LLC |
2026 Q1
|
5/15/2026 |
16
|
$750 M
|
| Weiss Asset Management LP |
2025 Q4 - NEW HOLDINGS
|
5/15/2026 |
5
|
$430 M
|
| JACOBS ASSET MANAGEMENT, LLC |
2026 Q1
|
5/15/2026 |
28
|
$170 M
|
| Callodine Capital Management, LP |
2026 Q1
|
5/15/2026 |
56
|
$1.4 B
|
| COOPER CREEK PARTNERS MANAGEMENT LLC |
2026 Q1
|
5/15/2026 |
109
|
$2.9 B
|
| TIGER GLOBAL MANAGEMENT LLC |
2026 Q1
|
5/15/2026 |
54
|
$23 B
|
| RICE HALL JAMES & ASSOCIATES, LLC |
2026 Q1
|
5/15/2026 |
243
|
$1.8 B
|
| OLP CAPITAL MANAGEMENT Ltd |
2026 Q1
|
5/15/2026 |
4
|
$470 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2023 Q3
|
5/15/2026 |
72
|
$350 M
|
| 44 WEALTH MANAGEMENT LLC |
2026 Q1
|
5/15/2026 |
183
|
$290 M
|
| Weiss Asset Management LP |
2025 Q3 - NEW HOLDINGS
|
5/15/2026 |
2
|
$130 M
|
| Themes Management Co LLC |
2026 Q1
|
5/15/2026 |
151
|
$160 M
|
| FreeGulliver LLC |
2026 Q1
|
5/15/2026 |
160
|
$240 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2023 Q2
|
5/15/2026 |
73
|
$360 M
|
| Union Square Park Capital Management, LLC |
2026 Q1 - RESTATEMENT
|
5/15/2026 |
58
|
$180 M
|
| Lead Edge Capital Management, LLC |
2026 Q1
|
5/15/2026 |
12
|
$410 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2023 Q1
|
5/15/2026 |
76
|
$330 M
|
| Sun Financial Inc |
2026 Q1
|
5/15/2026 |
159
|
$200 M
|
| Sapience Investments, LLC |
2026 Q1
|
5/15/2026 |
114
|
$770 k
|
| LOCUST WOOD CAPITAL ADVISERS, LLC |
2026 Q1 - RESTATEMENT
|
5/15/2026 |
31
|
$3.9 B
|
| MAI Capital Management |
2026 Q1
|
5/15/2026 |
5,019
|
$18 B
|
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT |
2026 Q1
|
5/15/2026 |
77
|
$1.9 B
|
| Cerity Partners OCIO LLC |
2026 Q1
|
5/15/2026 |
25
|
$1.7 B
|
| Frazier Life Sciences Management, L.P. |
2026 Q1
|
5/15/2026 |
38
|
$3.9 B
|
| J. Stern & Co. LLP |
2026 Q1
|
5/15/2026 |
49
|
$1.0 B
|
| ROI Financial Advisors, LLC |
2026 Q1
|
5/15/2026 |
66
|
$170 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2024 Q3
|
5/15/2026 |
73
|
$460 M
|
| Transamerica Financial Advisors, LLC |
2026 Q1
|
5/15/2026 |
1,940
|
$1.2 B
|
| Engaged Capital LLC |
2026 Q1
|
5/15/2026 |
8
|
$300 M
|
| Cerity Partners LLC |
2026 Q1
|
5/15/2026 |
7,531
|
$71 B
|
| Kentucky Farm Bureau Mutual Insurance Co |
2024 Q2
|
5/15/2026 |
73
|
$440 M
|