| Nordflint Capital Partners Fondsmaeglerselskab A/S |
2025 Q1
|
9/4/2026 |
1
|
$290 M
|
| Nordflint Capital Partners Fondsmaeglerselskab A/S |
2024 Q4
|
9/4/2026 |
1
|
$370 M
|
| RWC ASSET ADVISORS (US) LLC |
2026 Q2
|
9/3/2026 |
16
|
$450 M
|
| First Nebraska Trust Co |
2000 Q2
|
9/3/2026 |
72
|
$99 M
|
| ANCHOR CAPITAL ADVISORS LLC |
2026 Q2 - NEW HOLDINGS
|
9/3/2026 |
245
|
$3.6 B
|
| Cygnus Capital Advisors, LLC |
2026 Q2
|
9/2/2026 |
92
|
$150 M
|
| REFRAME WEALTH, LLC |
2022 Q4 - RESTATEMENT
|
9/2/2026 |
1
|
$0
|
| 1607 Capital Partners, LLC |
2026 Q2 - RESTATEMENT
|
9/2/2026 |
141
|
$1.1 B
|
| First Nebraska Trust Co |
2000 Q3
|
9/2/2026 |
80
|
$150 M
|
| First Nebraska Trust Co |
2000 Q4
|
9/2/2026 |
86
|
$170 M
|
| MLG Wealth Management DBA Pine Grove Financial Group |
2026 Q2
|
9/2/2026 |
218
|
$990 M
|
| MLG Wealth Management DBA Pine Grove Financial Group |
2026 Q1
|
9/2/2026 |
189
|
$860 M
|
| Allianz Asset Management GmbH |
2026 Q2 - RESTATEMENT
|
9/2/2026 |
3,981
|
$120 B
|
| CAPITAL & PLANNING, LLC |
2026 Q2
|
9/2/2026 |
45
|
$190 M
|
| Layline Advisors, LLC |
2026 Q1
|
9/2/2026 |
67
|
$89 M
|
| Range Advisory, LLC |
2026 Q2
|
9/2/2026 |
342
|
$840 M
|
| Range Advisory, LLC |
2025 Q4
|
9/2/2026 |
196
|
$390 M
|
| Range Advisory, LLC |
2026 Q1
|
9/2/2026 |
271
|
$540 M
|
| Catalio Capital Management, LP |
2025 Q4 - RESTATEMENT
|
9/2/2026 |
45
|
$570 M
|
| 1607 Capital Partners, LLC |
2026 Q2 - NEW HOLDINGS
|
9/2/2026 |
142
|
$1.1 B
|
| Second Line Capital, LLC |
2026 Q2 - RESTATEMENT
|
9/2/2026 |
178
|
$540 M
|
| Kinetic Wealth Investment Advisors LLC |
2026 Q2
|
9/2/2026 |
64
|
$210 M
|
| Infini Capital Management Ltd |
2026 Q2
|
9/2/2026 |
1
|
$39 M
|
| First Nebraska Trust Co |
2001 Q2
|
9/1/2026 |
91
|
$160 M
|
| BROWN, LISLE/CUMMINGS, INC. |
2026 Q2
|
9/1/2026 |
1,054
|
$450 M
|
| CITADEL ADVISORS LLC |
2026 Q2 - RESTATEMENT
|
9/1/2026 |
16,122
|
$880 B
|
| First Nebraska Trust Co |
2001 Q1
|
9/1/2026 |
86
|
$150 M
|
| Formuepleje A/S |
2022 Q1
|
8/27/2026 |
61
|
$2.3 B
|
| Pandowealth. LLC |
2025 Q4 - RESTATEMENT
|
8/28/2026 |
19
|
$110 M
|
| Principia Wealth Advisory, LLC |
2026 Q1
|
8/26/2026 |
1,047
|
$180 M
|
| Dakota Wealth Management |
2025 Q3 - RESTATEMENT
|
8/26/2026 |
646
|
$5.0 B
|
| Kirkwood Financial Services |
2026 Q2
|
8/25/2026 |
42
|
$350 M
|
| January Capital Advisors LLC |
2026 Q2
|
8/25/2026 |
55
|
$120 M
|
| Advus Financial Partners, LLC |
2024 Q3
|
8/25/2026 |
220
|
$350 M
|
| Kingsbury Capital Investment Advisors LLC |
2026 Q2
|
8/25/2026 |
121
|
$120 M
|
| Advus Financial Partners, LLC |
2023 Q1
|
8/25/2026 |
143
|
$240 M
|
| Advus Financial Partners, LLC |
2022 Q1
|
8/25/2026 |
125
|
$200 M
|
| CYBER HORNET ETFs LLC |
2026 Q2
|
8/24/2026 |
508
|
$180 M
|
| Formuepleje A/S |
2014 Q1
|
8/27/2026 |
57
|
$850 M
|
| Formuepleje A/S |
2014 Q2
|
8/27/2026 |
32
|
$1.0 B
|
| Formuepleje A/S |
2014 Q3
|
8/27/2026 |
30
|
$760 M
|
| Formuepleje A/S |
2014 Q4
|
8/27/2026 |
33
|
$780 M
|
| Formuepleje A/S |
2015 Q1
|
8/27/2026 |
34
|
$850 M
|
| Formuepleje A/S |
2015 Q2
|
8/27/2026 |
38
|
$850 M
|
| Formuepleje A/S |
2015 Q3
|
8/27/2026 |
79
|
$820 M
|
| Formuepleje A/S |
2015 Q4
|
8/27/2026 |
85
|
$880 M
|
| Formuepleje A/S |
2016 Q1
|
8/27/2026 |
76
|
$800 M
|
| Formuepleje A/S |
2016 Q2
|
8/27/2026 |
72
|
$730 M
|
| Formuepleje A/S |
2016 Q3
|
8/27/2026 |
70
|
$740 M
|
| Formuepleje A/S |
2016 Q4
|
8/27/2026 |
65
|
$760 M
|
| Formuepleje A/S |
2017 Q1
|
8/27/2026 |
69
|
$840 M
|
| Formuepleje A/S |
2017 Q2
|
8/27/2026 |
70
|
$960 M
|
| Formuepleje A/S |
2017 Q3
|
8/27/2026 |
66
|
$910 M
|
| Formuepleje A/S |
2017 Q4
|
8/27/2026 |
61
|
$980 M
|
| Formuepleje A/S |
2018 Q1
|
8/27/2026 |
62
|
$850 M
|
| Formuepleje A/S |
2018 Q2
|
8/27/2026 |
66
|
$950 M
|
| Formuepleje A/S |
2018 Q3
|
8/27/2026 |
88
|
$1.0 B
|
| Formuepleje A/S |
2018 Q4
|
8/27/2026 |
87
|
$910 M
|
| Formuepleje A/S |
2019 Q1
|
8/27/2026 |
88
|
$1.1 B
|
| Formuepleje A/S |
2019 Q2
|
8/27/2026 |
75
|
$1.3 B
|
| Formuepleje A/S |
2019 Q3
|
8/27/2026 |
87
|
$1.4 B
|
| Formuepleje A/S |
2019 Q4
|
8/27/2026 |
85
|
$1.5 B
|
| Formuepleje A/S |
2020 Q1
|
8/27/2026 |
75
|
$1.5 B
|
| Formuepleje A/S |
2020 Q2
|
8/27/2026 |
81
|
$2.0 B
|
| Formuepleje A/S |
2020 Q4
|
8/27/2026 |
87
|
$2.4 B
|
| Formuepleje A/S |
2020 Q3
|
8/27/2026 |
85
|
$2.3 B
|
| Formuepleje A/S |
2021 Q1
|
8/27/2026 |
98
|
$2.6 B
|
| Formuepleje A/S |
2021 Q2
|
8/27/2026 |
100
|
$2.6 B
|
| Formuepleje A/S |
2021 Q3
|
8/27/2026 |
59
|
$2.5 B
|
| Formuepleje A/S |
2021 Q4
|
8/27/2026 |
62
|
$2.6 B
|
| Formuepleje A/S |
2022 Q2
|
8/27/2026 |
61
|
$1.6 B
|
| Formuepleje A/S |
2022 Q3
|
8/27/2026 |
98
|
$1.2 B
|
| Formuepleje A/S |
2022 Q4
|
8/27/2026 |
79
|
$1.2 B
|
| Formuepleje A/S |
2023 Q1
|
8/27/2026 |
78
|
$1.4 B
|
| Formuepleje A/S |
2023 Q2
|
8/27/2026 |
76
|
$1.1 B
|
| Formuepleje A/S |
2023 Q3
|
8/27/2026 |
75
|
$1.1 B
|
| Formuepleje A/S |
2023 Q4
|
8/27/2026 |
88
|
$1.4 B
|
| Formuepleje A/S |
2024 Q1
|
8/27/2026 |
91
|
$1.8 B
|
| Formuepleje A/S |
2024 Q2
|
8/27/2026 |
56
|
$1.8 B
|
| Formuepleje A/S |
2024 Q3
|
8/27/2026 |
56
|
$2.0 B
|
| Formuepleje A/S |
2024 Q4
|
8/27/2026 |
56
|
$1.9 B
|
| Formuepleje A/S |
2025 Q1
|
8/27/2026 |
57
|
$1.8 B
|
| Formuepleje A/S |
2025 Q2
|
8/27/2026 |
57
|
$1.8 B
|
| Formuepleje A/S |
2025 Q3
|
8/27/2026 |
50
|
$1.8 B
|
| Formuepleje A/S |
2025 Q4
|
8/27/2026 |
52
|
$1.7 B
|
| Formuepleje A/S |
2026 Q1
|
8/27/2026 |
65
|
$1.1 B
|
| Formuepleje A/S |
2026 Q2
|
8/27/2026 |
96
|
$1.3 B
|
| BOSTON RESEARCH & MANAGEMENT INC |
2025 Q3 - NEW HOLDINGS
|
9/1/2026 |
120
|
$460 M
|
| Davis Wealth Advisors, LLC |
2025 Q3
|
9/1/2026 |
91
|
$110 M
|
| Planning Project LLC |
2026 Q2
|
9/1/2026 |
26
|
$500 M
|
| Parrish Capital LLC |
2026 Q2
|
9/1/2026 |
87
|
$100 M
|
| Deeter Investments LLP |
2025 Q4
|
8/28/2026 |
111
|
$470 M
|
| Cornerstone Financial Management LLC |
2026 Q2 - RESTATEMENT
|
8/28/2026 |
1,471
|
$120 M
|
| Cornerstone Financial Management LLC |
2026 Q1 - RESTATEMENT
|
8/28/2026 |
1,311
|
$110 M
|
| Cornerstone Financial Management LLC |
2025 Q4 - RESTATEMENT
|
8/28/2026 |
1,241
|
$110 M
|
| NWM ADVISORS, LLC |
2026 Q2 - RESTATEMENT
|
8/28/2026 |
23
|
$130 M
|
| B. Riley Wealth Advisors, Inc. |
2025 Q1
|
8/28/2026 |
1,321
|
$3.4 B
|
| Pandowealth. LLC |
2026 Q1 - RESTATEMENT
|
8/28/2026 |
19
|
$110 M
|
| First Nebraska Trust Co |
2002 Q1
|
8/28/2026 |
89
|
$170 M
|
| First Nebraska Trust Co |
2002 Q2
|
8/28/2026 |
83
|
$150 M
|