| MISSION WEALTH MANAGEMENT, LP |
2026 Q1
|
5/15/2026 |
728
|
$4.9 B
|
| Point Nemo Capital, LLC |
2026 Q1
|
5/15/2026 |
80
|
$150 M
|
| JNE Partners LLP |
2026 Q1
|
5/15/2026 |
7
|
$240 M
|
| Chevy Chase Trust Holdings, LLC |
2026 Q1
|
5/15/2026 |
1,154
|
$35 B
|
| Perennial Investment Advisors, LLC |
2026 Q1
|
5/15/2026 |
511
|
$1.3 B
|
| Point Nemo Capital, LLC |
2025 Q4
|
5/15/2026 |
101
|
$100 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q1 - NEW HOLDINGS
|
5/15/2026 |
1
|
$190 M
|
| M Wealth Management, LLC |
2026 Q1
|
5/15/2026 |
55
|
$120 M
|
| Silver Grove Financial Group, Inc. |
2026 Q1
|
5/15/2026 |
646
|
$120 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q2 - NEW HOLDINGS
|
5/15/2026 |
1
|
$220 M
|
| STONEHILL CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/15/2026 |
15
|
$200 M
|
| LONESTAR CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/15/2026 |
32
|
$670 M
|
| MANE GLOBAL CAPITAL MANAGEMENT LP |
2026 Q1
|
5/15/2026 |
57
|
$970 M
|
| Builders Vision, LLC |
2026 Q1
|
5/15/2026 |
1
|
$0
|
| Sovereign's Capital Management, LLC |
2026 Q1
|
5/15/2026 |
76
|
$140 M
|
| Cormorant Asset Management, LP |
2026 Q1
|
5/15/2026 |
47
|
$2.0 B
|
| Vestmark Advisory Solutions, Inc. |
2026 Q1
|
5/15/2026 |
2,195
|
$9.0 B
|
| MAC Alpha Capital Management, LP |
2026 Q1
|
5/15/2026 |
21
|
$170 M
|
| JACOBS LEVY EQUITY MANAGEMENT, INC |
2026 Q1
|
5/15/2026 |
953
|
$24 B
|
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
5/15/2026 |
190
|
$1.8 B
|
| DeepCurrents Investment Group LLC |
2026 Q1
|
5/15/2026 |
267
|
$3.1 B
|
| Davis Asset Management, L.P. |
2026 Q1
|
5/15/2026 |
85
|
$3.5 B
|
| Walsh & Associates, LLC |
2026 Q1
|
5/15/2026 |
287
|
$100 M
|
| REDWOOD CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/15/2026 |
22
|
$670 M
|
| OAK HILL ADVISORS LP |
2026 Q1
|
5/15/2026 |
12
|
$880 M
|
| EnCap Investments L.P. |
2026 Q1
|
5/15/2026 |
4
|
$900 M
|
| Kite Lake Capital Management (UK) LLP |
2026 Q1
|
5/15/2026 |
18
|
$120 M
|
| TORONTO DOMINION BANK |
2026 Q1
|
5/15/2026 |
3,578
|
$70 B
|
| Ballast, Inc. |
2026 Q1
|
5/15/2026 |
133
|
$430 M
|
| Graham Capital Management, L.P. |
2026 Q1
|
5/15/2026 |
1,120
|
$4.1 B
|
| JMN Financial LLC |
2026 Q1
|
5/15/2026 |
189
|
$100 M
|
| TCG Crossover Management, LLC |
2026 Q1
|
5/15/2026 |
49
|
$3.5 B
|
| JMN Financial LLC |
2025 Q4
|
5/15/2026 |
193
|
$100 M
|
| ALTAROCK PARTNERS LP |
2026 Q1
|
5/15/2026 |
8
|
$4.1 B
|
| Vazirani Asset Management LLC |
2026 Q1
|
5/15/2026 |
20
|
$43 M
|
| Hamilton Capital, LLC |
2026 Q1
|
5/15/2026 |
152
|
$1.9 B
|
| Standard General L.P. |
2026 Q1
|
5/15/2026 |
2
|
$340 M
|
| ACUTA CAPITAL PARTNERS, LLC |
2026 Q1
|
5/15/2026 |
27
|
$140 M
|
| Pennant Select, LLC |
2026 Q1
|
5/15/2026 |
15
|
$200 M
|
| Cladis Investment Advisory, LLC |
2026 Q1
|
5/15/2026 |
159
|
$180 M
|
| HBK INVESTMENTS L P |
2025 Q1 - NEW HOLDINGS
|
5/15/2026 |
13
|
$3.3 B
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q3 - NEW HOLDINGS
|
5/15/2026 |
4
|
$780 M
|
| Eschler Asset Management LLP |
2026 Q1
|
5/15/2026 |
35
|
$100 M
|
| OmniStar Financial Group, Inc. |
2026 Q1
|
5/15/2026 |
108
|
$190 M
|
| Gobi Capital LLC |
2026 Q1
|
5/15/2026 |
11
|
$1.8 B
|
| Pennant Investors, LP |
2026 Q1
|
5/15/2026 |
17
|
$360 M
|
| Coral Wealth Management, LLC |
2026 Q1
|
5/15/2026 |
16
|
$89 M
|
| Solano Wealth Investment Advisors LLC |
2026 Q1
|
5/15/2026 |
34
|
$200 M
|
| BOOTHBAY FUND MANAGEMENT, LLC |
2026 Q1
|
5/15/2026 |
2,012
|
$7.7 B
|
| FIRST MANHATTAN CO. LLC. |
2026 Q1
|
5/15/2026 |
753
|
$36 B
|
| Itau Unibanco Holding S.A. |
2026 Q1 - RESTATEMENT
|
5/15/2026 |
400
|
$4.3 B
|
| Weaver Consulting Group |
2026 Q1
|
5/15/2026 |
275
|
$420 M
|
| KINGDON CAPITAL MANAGEMENT, L.L.C. |
2026 Q1
|
5/15/2026 |
67
|
$910 M
|
| Logos Global Management LP |
2026 Q1
|
5/15/2026 |
66
|
$2.0 B
|
| Hamilton Capital, LLC |
2025 Q4
|
5/15/2026 |
159
|
$2.0 B
|
| PIN OAK INVESTMENT ADVISORS INC |
2026 Q1
|
5/15/2026 |
504
|
$140 M
|
| Squarepoint Ops LLC |
2026 Q1
|
5/15/2026 |
4,190
|
$85 B
|
| Catalio Capital Management, LP |
2026 Q1
|
5/15/2026 |
41
|
$480 M
|
| Capstone Wealth Management, Inc. |
2026 Q1
|
5/15/2026 |
38
|
$120 M
|
| Junto Capital Management LP |
2026 Q1
|
5/15/2026 |
87
|
$4.7 B
|
| HBK INVESTMENTS L P |
2024 Q1 - NEW HOLDINGS
|
5/15/2026 |
3
|
$130 M
|
| KDT Advisors, LLC |
2026 Q1
|
5/15/2026 |
69
|
$63 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q4 - NEW HOLDINGS
|
5/15/2026 |
13
|
$2.4 B
|
| Francisco Partners Management, LP |
2026 Q1
|
5/15/2026 |
3
|
$290 M
|
| CREDIT AGRICOLE S A |
2026 Q1
|
5/15/2026 |
2,907
|
$38 B
|
| ARMISTICE CAPITAL, LLC |
2026 Q1
|
5/15/2026 |
267
|
$5.6 B
|
| WESTBOURNE INVESTMENTS, INC. |
2026 Q1
|
5/15/2026 |
141
|
$210 M
|
| Steffes Financial, Ltd. |
2026 Q1
|
5/15/2026 |
32
|
$190 M
|
| GEODE CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/15/2026 |
8,577
|
$1.6 T
|
| HUB Investment Partners, LLC |
2026 Q1
|
5/15/2026 |
1,150
|
$4.2 B
|
| Strive Financial Group ,LLC |
2026 Q1
|
5/15/2026 |
762
|
$190 M
|
| Mudrick Capital Management, L.P. |
2026 Q1
|
5/15/2026 |
3
|
$170 M
|
| Patient Square Capital LP |
2026 Q1
|
5/15/2026 |
29
|
$560 M
|
| Trask Adam Roland |
2026 Q1
|
5/15/2026 |
190
|
$110 M
|
| Cartenna Capital, LP |
2026 Q1
|
5/15/2026 |
47
|
$2.7 B
|
| Ategra Capital Management, LLC |
2026 Q1
|
5/15/2026 |
27
|
$200 M
|
| Cresset Asset Management, LLC |
2026 Q1
|
5/15/2026 |
1,657
|
$23 B
|
| Range Rock Capital, LLC |
2026 Q1
|
5/15/2026 |
25
|
$47 M
|
| Lionsbridge Wealth Management LLC |
2026 Q1
|
5/15/2026 |
59
|
$99 M
|
| Campbell & CO Investment Adviser LLC |
2026 Q1
|
5/15/2026 |
1,014
|
$1.8 B
|
| Tetragon Partners GP Ltd |
2026 Q1
|
5/15/2026 |
40
|
$520 M
|
| GUARDIAN CAPITAL LP |
2026 Q1
|
5/15/2026 |
240
|
$3.8 B
|
| Gillson Capital LP |
2026 Q1
|
5/15/2026 |
69
|
$1.2 B
|
| Farringdon Capital, Ltd. |
2026 Q1
|
5/15/2026 |
359
|
$460 M
|
| Octahedron Capital Management L.P. |
2026 Q1
|
5/15/2026 |
18
|
$140 M
|
| StepStone Group LP |
2026 Q1
|
5/15/2026 |
18
|
$210 M
|
| DIKER MANAGEMENT LLC |
2026 Q1
|
5/15/2026 |
42
|
$110 M
|
| Strive Financial Group ,LLC |
2025 Q4 - RESTATEMENT
|
5/15/2026 |
729
|
$190 M
|
| Kynam Capital Management, LP |
2026 Q1
|
5/15/2026 |
39
|
$1.6 B
|
| 9823 Capital, L.P. |
2026 Q1
|
5/15/2026 |
45
|
$130 M
|
| Cevian Capital II GP LTD |
2026 Q1
|
5/15/2026 |
3
|
$3.1 B
|
| STEMPOINT CAPITAL LP |
2026 Q1
|
5/15/2026 |
83
|
$510 M
|
| Energy Income Partners, LLC |
2026 Q1
|
5/15/2026 |
168
|
$6.2 B
|
| Concentric Capital Strategies, LP |
2026 Q1
|
5/15/2026 |
312
|
$1.2 B
|
| MARK ASSET MANAGEMENT LP |
2026 Q1
|
5/15/2026 |
37
|
$1.1 B
|
| Kintayl Capital LP |
2026 Q1
|
5/15/2026 |
54
|
$190 M
|
| Integrated Wealth Concepts LLC |
2026 Q1
|
5/15/2026 |
2,276
|
$13 B
|
| CONNORS INVESTOR SERVICES INC |
2026 Q1
|
5/15/2026 |
149
|
$1.1 B
|
| Imprint Wealth LLC |
2026 Q1
|
5/15/2026 |
298
|
$22 M
|
| CRAMER ROSENTHAL MCGLYNN LLC |
2026 Q1
|
5/15/2026 |
86
|
$1.4 B
|