| IRONWOOD INVESTMENT MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
163
|
$180 M
|
| Bollard Group LLC |
2025 Q1
|
5/15/2025 |
286
|
$3.8 B
|
| Blue Door Asset Management, LLC |
2025 Q1
|
5/15/2025 |
18
|
$190 M
|
| Cinctive Capital Management LP |
2025 Q1
|
5/15/2025 |
300
|
$1.3 B
|
| Altai Capital Management, L.P. |
2025 Q1
|
5/15/2025 |
6
|
$58 M
|
| LAKEWOOD CAPITAL MANAGEMENT, LP |
2025 Q1
|
5/15/2025 |
47
|
$1.1 B
|
| SIR Capital Management, L.P. |
2025 Q1
|
5/15/2025 |
76
|
$1.1 B
|
| Private Wealth Asset Management, LLC |
2025 Q1
|
5/15/2025 |
1,180
|
$700 M
|
| Selkirk Management LLC |
2025 Q1
|
5/15/2025 |
14
|
$260 M
|
| Delta Global Management LP |
2025 Q1
|
5/15/2025 |
185
|
$1.4 B
|
| ARDSLEY ADVISORY PARTNERS LP |
2025 Q1
|
5/15/2025 |
139
|
$520 M
|
| Algorithmic Investment Models, LLC |
2025 Q1
|
5/15/2025 |
59
|
$140 M
|
| EIGHT 31 FINANCIAL, LLC |
2025 Q1
|
5/15/2025 |
64
|
$160 M
|
| ATALANTA SOSNOFF CAPITAL, LLC |
2025 Q1
|
5/15/2025 |
151
|
$4.2 B
|
| American Trust Investment Advisors, LLC |
2025 Q1
|
5/15/2025 |
101
|
$240 M
|
| Polymer Capital Management (US) LLC |
2025 Q1
|
5/15/2025 |
487
|
$390 M
|
| Arkhouse Management Co. LP |
2025 Q1
|
5/15/2025 |
2
|
$32 M
|
| Bluescape Energy Partners LLC |
2025 Q1
|
5/15/2025 |
6
|
$430 M
|
| EVENTIDE ASSET MANAGEMENT, LLC |
2025 Q1
|
5/15/2025 |
217
|
$5.0 B
|
| New Vernon Capital Holdings II LLC |
2025 Q1
|
5/15/2025 |
66
|
$4.4 B
|
| INTREPID CAPITAL MANAGEMENT INC |
2025 Q1
|
5/15/2025 |
106
|
$210 M
|
| Resolution Capital Ltd |
2025 Q1
|
5/15/2025 |
41
|
$5.1 B
|
| Sone Capital Management, LLC |
2025 Q1
|
5/15/2025 |
104
|
$970 M
|
| Whitford Management LLC |
2025 Q1
|
5/15/2025 |
18
|
$79 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2024 Q4 - NEW HOLDINGS
|
5/15/2025 |
12
|
$1.2 B
|
| Jentner Corp |
2025 Q1
|
5/15/2025 |
53
|
$330 M
|
| CNA FINANCIAL CORP |
2025 Q1
|
5/15/2025 |
14
|
$160 M
|
| SHAPIRO CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
46
|
$2.4 B
|
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
2025 Q1
|
5/15/2025 |
72
|
$95 M
|
| 683 Capital Management, LLC |
2025 Q1
|
5/15/2025 |
140
|
$1.4 B
|
| Strategic Global Advisors, LLC |
2025 Q1
|
5/15/2025 |
137
|
$510 M
|
| Investmark Advisory Group LLC |
2025 Q1
|
5/15/2025 |
117
|
$200 M
|
| FRONTIER CAPITAL MANAGEMENT CO LLC |
2025 Q1
|
5/15/2025 |
283
|
$9.1 B
|
| Silver Rock Financial LP |
2025 Q1
|
5/15/2025 |
29
|
$380 M
|
| Kearns & Associates LLC |
2025 Q1
|
5/15/2025 |
42
|
$150 M
|
| Seven Six Capital Management, LLC |
2025 Q1
|
5/15/2025 |
26
|
$110 M
|
| Vienna Asset Management LLC |
2025 Q1
|
5/15/2025 |
42
|
$130 M
|
| Bienville Capital Management, LLC |
2025 Q1
|
5/15/2025 |
66
|
$410 M
|
| Tiger Pacific Capital LP |
2025 Q1
|
5/15/2025 |
10
|
$280 M
|
| First Citizens Asset Management, Inc. |
2025 Q1
|
5/15/2025 |
26
|
$260 M
|
| GLADE BROOK CAPITAL PARTNERS LLC |
2025 Q1
|
5/15/2025 |
1
|
$0
|
| Redwood Grove Capital, LLC |
2025 Q1
|
5/15/2025 |
23
|
$280 M
|
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
2025 Q1
|
5/15/2025 |
86
|
$110 M
|
| London & Capital Asset Management Ltd |
2025 Q1
|
5/15/2025 |
95
|
$1.2 B
|
| Sycale Advisors (NY) LLC |
2025 Q1
|
5/15/2025 |
23
|
$360 M
|
| GILDER GAGNON HOWE & CO LLC |
2025 Q1
|
5/15/2025 |
233
|
$7.7 B
|
| Miura Global Management, LLC |
2025 Q1
|
5/15/2025 |
21
|
$67 M
|
| Altshuler Shaham Ltd |
2025 Q1
|
5/15/2025 |
338
|
$4.1 B
|
| Summit Street Capital Management, LLC |
2025 Q1
|
5/15/2025 |
30
|
$260 M
|
| EMC Capital Management |
2025 Q1
|
5/15/2025 |
287
|
$170 M
|
| NDVR, Inc. |
2025 Q1
|
5/15/2025 |
102
|
$98 M
|
| Alpine Peaks Capital, LP |
2025 Q1
|
5/15/2025 |
25
|
$110 M
|
| Polar Capital Holdings Plc |
2025 Q1
|
5/15/2025 |
286
|
$16 B
|
| Logos Global Management LP |
2025 Q1
|
5/15/2025 |
39
|
$560 M
|
| Archon Partners LLC |
2025 Q1
|
5/15/2025 |
38
|
$830 M
|
| Shay Capital LLC |
2025 Q1
|
5/15/2025 |
309
|
$690 M
|
| COMGEST GLOBAL INVESTORS S.A.S. |
2025 Q1
|
5/15/2025 |
62
|
$5.6 B
|
| CULBERTSON A N & CO INC |
2025 Q1
|
5/15/2025 |
124
|
$630 M
|
| Blue Water Life Science Advisors, LP |
2025 Q1
|
5/15/2025 |
7
|
$100 M
|
| STEMPOINT CAPITAL LP |
2025 Q1
|
5/15/2025 |
62
|
$310 M
|
| EMORY UNIVERSITY |
2025 Q1
|
5/15/2025 |
6
|
$22 M
|
| Fieldview Capital Management, LLC |
2025 Q1
|
5/15/2025 |
390
|
$710 M
|
| Kirkoswald Asset Management LLC |
2025 Q1
|
5/15/2025 |
2
|
$230 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q1
|
5/15/2025 |
304
|
$1.2 B
|
| OLP CAPITAL MANAGEMENT Ltd |
2025 Q1
|
5/15/2025 |
4
|
$770 M
|
| Massar Capital Management, LP |
2025 Q1
|
5/15/2025 |
112
|
$89 M
|
| Willis Johnson & Associates, Inc. |
2025 Q1
|
5/15/2025 |
170
|
$1.3 B
|
| Utah Retirement Systems |
2025 Q1
|
5/15/2025 |
960
|
$8.7 B
|
| EHP Funds Inc. |
2025 Q1
|
5/15/2025 |
35
|
$130 M
|
| EVERGREEN CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
1,613
|
$3.0 B
|
| Sage Capital Management, LLC |
2025 Q1
|
5/15/2025 |
152
|
$180 M
|
| CAXTON CORP |
2025 Q1
|
5/15/2025 |
12
|
$5.1 M
|
| Pearl River Capital, LLC |
2025 Q1
|
5/15/2025 |
1
|
$0
|
| Evercore Wealth Management, LLC |
2025 Q1
|
5/15/2025 |
728
|
$6.2 B
|
| Tairen Capital Ltd |
2025 Q1
|
5/15/2025 |
88
|
$1.5 B
|
| DRH Investments, Inc. |
2025 Q1
|
5/15/2025 |
11
|
$85 M
|
| CANNELL CAPITAL LLC |
2025 Q1
|
5/15/2025 |
51
|
$300 M
|
| Hyperion Asset Management Ltd |
2025 Q1
|
5/15/2025 |
19
|
$2.5 B
|
| Governors Lane LP |
2025 Q1
|
5/15/2025 |
58
|
$880 M
|
| Legal & General Group Plc |
2025 Q1
|
5/15/2025 |
8,275
|
$370 B
|
| Pathstone Holdings, LLC |
2025 Q1
|
5/15/2025 |
4,716
|
$23 B
|
| Union Square Park Capital Management, LLC |
2025 Q1
|
5/15/2025 |
44
|
$150 M
|
| TrueWealth Financial Partners |
2025 Q1
|
5/15/2025 |
23
|
$170 M
|
| ClearAlpha Technologies LP |
2025 Q1
|
5/15/2025 |
55
|
$160 M
|
| Absoluto Partners Gestao de Recursos Ltda |
2025 Q1
|
5/15/2025 |
31
|
$130 M
|
| HARVEST MANAGEMENT LLC |
2025 Q1
|
5/15/2025 |
55
|
$230 M
|
| Comprehensive Financial Consultants Institutional, Inc. |
2025 Q1
|
5/15/2025 |
175
|
$280 M
|
| HEADINVEST, LLC |
2025 Q1
|
5/15/2025 |
235
|
$510 M
|
| HighVista Strategies LLC |
2025 Q1
|
5/15/2025 |
148
|
$260 M
|
| Nine Ten Capital Management LLC |
2025 Q1
|
5/15/2025 |
11
|
$270 M
|
| Seven Springs Wealth Group, LLC |
2025 Q1
|
5/15/2025 |
81
|
$280 M
|
| BEACON INVESTMENT ADVISORS LLC |
2025 Q1
|
5/15/2025 |
156
|
$210 M
|
| Verition Fund Management LLC |
2025 Q1
|
5/15/2025 |
3,285
|
$21 B
|
| Harraden Circle Investments, LLC |
2025 Q1
|
5/15/2025 |
115
|
$220 M
|
| TCI FUND MANAGEMENT LTD |
2025 Q1
|
5/15/2025 |
10
|
$43 B
|
| Tumwater Wealth Management, LLC |
2025 Q1
|
5/15/2025 |
32
|
$190 M
|
| ENGINE NO. 1 LLC |
2025 Q1
|
5/15/2025 |
4
|
$78 M
|
| Hiddenite Capital Partners LP |
2025 Q1
|
5/15/2025 |
35
|
$290 M
|
| Activest Wealth Management |
2025 Q1
|
5/15/2025 |
1,336
|
$370 M
|
| Yiheng Capital Management, L.P. |
2025 Q1
|
5/15/2025 |
25
|
$1.5 B
|