| Ironclad Investments LLC |
2025 Q4
|
2/18/2026 |
3
|
$210 M
|
| Andrews Advisory Associates, LLC |
2025 Q4
|
2/18/2026 |
81
|
$190 M
|
| Onyx Bridge Wealth Group LLC |
2025 Q4
|
2/18/2026 |
487
|
$940 M
|
| Wealthspire Retirement, LLC |
2025 Q4
|
2/18/2026 |
305
|
$1.6 B
|
| ORACLE INVESTMENT MANAGEMENT INC |
2025 Q4
|
2/18/2026 |
22
|
$170 M
|
| Grand Central Investment Group |
2025 Q4
|
2/18/2026 |
43
|
$140 M
|
| Kastel Capital Advisors, LLC |
2025 Q4
|
2/18/2026 |
55
|
$160 M
|
| TAM Capital Management Inc. |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
8
|
$170 M
|
| Wealth Intelligence, LLC |
2025 Q4
|
2/18/2026 |
55
|
$200 M
|
| VR Advisory Services Ltd |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
37
|
$630 M
|
| FULLER & THALER ASSET MANAGEMENT, INC. |
2025 Q4 - NEW HOLDINGS
|
2/18/2026 |
498
|
$30 B
|
| Pinnacle Financial Partners, Inc. |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
2,477
|
$13 B
|
| NewEdge Advisors, LLC |
2025 Q4
|
2/18/2026 |
4,214
|
$28 B
|
| Veratis Advisors, Inc. |
2025 Q4
|
2/18/2026 |
75
|
$130 M
|
| Crusonia Wealth Advisors LLC |
2025 Q4
|
2/18/2026 |
226
|
$460 M
|
| Hershey Financial Advisers, LLC |
2025 Q4
|
2/18/2026 |
134
|
$120 M
|
| Strong Retirement Solutions LLC |
2025 Q4
|
2/18/2026 |
84
|
$150 M
|
| ADAR1 Capital Management, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
270
|
$1.4 B
|
| Sunstone Asset Management, L.P. |
2025 Q4
|
2/18/2026 |
61
|
$100 M
|
| CIM, LLC |
2025 Q4
|
2/18/2026 |
171
|
$760 M
|
| ALPHA CAPITAL ADVISORS INC /ADV |
2025 Q4
|
2/18/2026 |
33
|
$110 M
|
| Empowered Funds, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
3,248
|
$5.9 B
|
| CAT ROCK CAPITAL MANAGEMENT LP |
2025 Q4
|
2/18/2026 |
16
|
$700 M
|
| KVP Capital Advisors, LP |
2025 Q4
|
2/18/2026 |
27
|
$100 M
|
| Lynrock Lake LP |
2025 Q4 - NEW HOLDINGS
|
2/18/2026 |
1
|
$510 k
|
| VestGen Investment Management |
2025 Q4
|
2/18/2026 |
197
|
$180 M
|
| Garton & Associates Financial Advisors LLC |
2025 Q4
|
2/18/2026 |
1,507
|
$180 M
|
| KKM Financial LLC |
2025 Q4
|
2/18/2026 |
170
|
$560 M
|
| Pacific Excel Wealth Advisors, Inc. |
2025 Q4
|
2/18/2026 |
90
|
$53 M
|
| Millennium Capital Advisors, LLC |
2025 Q3
|
2/18/2026 |
130
|
$170 M
|
| Millennium Capital Advisors, LLC |
2025 Q2
|
2/18/2026 |
121
|
$150 M
|
| Skyview Financial Group LLC |
2025 Q4
|
2/18/2026 |
57
|
$97 M
|
| Millennium Capital Advisors, LLC |
2025 Q1
|
2/18/2026 |
114
|
$140 M
|
| Millennium Capital Advisors, LLC |
2024 Q4
|
2/18/2026 |
117
|
$150 M
|
| Millennium Capital Advisors, LLC |
2024 Q3
|
2/18/2026 |
123
|
$150 M
|
| Millennium Capital Advisors, LLC |
2024 Q2
|
2/18/2026 |
122
|
$150 M
|
| Millennium Capital Advisors, LLC |
2024 Q1
|
2/18/2026 |
120
|
$140 M
|
| Millennium Capital Advisors, LLC |
2023 Q4
|
2/18/2026 |
117
|
$130 M
|
| Millennium Capital Advisors, LLC |
2023 Q3
|
2/18/2026 |
109
|
$120 M
|
| Adventist Health System/ West |
2025 Q4
|
2/18/2026 |
8
|
$590 M
|
| Millennium Capital Advisors, LLC |
2023 Q2
|
2/18/2026 |
104
|
$120 M
|
| Millennium Capital Advisors, LLC |
2023 Q1
|
2/18/2026 |
102
|
$110 M
|
| Millennium Capital Advisors, LLC |
2022 Q4
|
2/18/2026 |
92
|
$99 M
|
| Millennium Capital Advisors, LLC |
2022 Q3
|
2/18/2026 |
90
|
$95 M
|
| Millennium Capital Advisors, LLC |
2022 Q2
|
2/18/2026 |
93
|
$100 M
|
| Millennium Capital Advisors, LLC |
2022 Q1
|
2/18/2026 |
100
|
$120 M
|
| Millennium Capital Advisors, LLC |
2021 Q4
|
2/18/2026 |
106
|
$130 M
|
| Financial Planning Fort Collins, LLC |
2025 Q4
|
2/18/2026 |
31
|
$110 M
|
| Cederberg Capital Ltd |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
9
|
$310 M
|
| Caitlin John, LLC |
2025 Q4
|
2/18/2026 |
1,208
|
$150 M
|
| Nalanda India Equity Fund Ltd |
2025 Q4
|
2/18/2026 |
1
|
$640 M
|
| Virtue Capital Management, LLC |
2025 Q3 - RESTATEMENT
|
2/18/2026 |
298
|
$630 M
|
| Virtue Capital Management, LLC |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
308
|
$650 M
|
| DCM Advisors, LLC |
2025 Q4
|
2/18/2026 |
38
|
$240 M
|
| Galaxy Group Investments LLC |
2025 Q4
|
2/18/2026 |
113
|
$960 M
|
| SOF Ltd |
2025 Q4
|
2/18/2026 |
1
|
$290 M
|
| Corecam AG |
2025 Q4
|
2/18/2026 |
46
|
$100 M
|
| NAYA CAPITAL MANAGEMENT UK LTD |
2025 Q4
|
2/18/2026 |
5
|
$1.3 B
|
| Arohi Asset Management PTE Ltd. |
2025 Q4
|
2/18/2026 |
6
|
$330 M
|
| Achmea Investment Management B.V. |
2025 Q4
|
2/18/2026 |
123
|
$3.9 B
|
| Front Street Capital Management, Inc. |
2025 Q4
|
2/18/2026 |
73
|
$700 M
|
| Braeburn Wealth Management LLC |
2025 Q4
|
2/18/2026 |
84
|
$200 M
|
| Vident Advisory, LLC |
2025 Q4
|
2/18/2026 |
4,001
|
$11 B
|
| Beacon Pointe Advisors, LLC |
2025 Q4
|
2/18/2026 |
1,504
|
$14 B
|
| FAS Wealth Partners, Inc. |
2025 Q4
|
2/18/2026 |
513
|
$1.5 B
|
| KITCHING PARTNERS, LLC |
2025 Q4
|
2/18/2026 |
42
|
$110 M
|
| FIRST CITIZENS BANK & TRUST CO |
2025 Q4
|
2/18/2026 |
920
|
$4.8 B
|
| Wahed Invest LLC |
2025 Q4
|
2/18/2026 |
213
|
$760 M
|
| Global Frontier Investments LLC |
2025 Q4
|
2/18/2026 |
23
|
$510 M
|
| Delta Global Management LP |
2025 Q4 - RESTATEMENT
|
2/18/2026 |
156
|
$1.4 B
|
| MENDON CAPITAL ADVISORS CORP |
2025 Q4
|
2/18/2026 |
65
|
$340 M
|
| Kanen Wealth Management LLC |
2025 Q4
|
2/18/2026 |
31
|
$330 M
|
| State of Tennessee, Department of Treasury |
2025 Q4
|
2/18/2026 |
1,727
|
$31 B
|
| Vermillion & White Wealth Management Group, LLC |
2025 Q4
|
2/17/2026 |
576
|
$180 M
|
| Ark Wealth Advisors LLC |
2025 Q4
|
2/17/2026 |
77
|
$93 M
|
| Standard Family Office LLC |
2025 Q4
|
2/17/2026 |
29
|
$94 M
|
| CacheTech Inc. |
2025 Q4
|
2/17/2026 |
228
|
$540 M
|
| SkyView Investment Advisors, LLC |
2025 Q4
|
2/17/2026 |
352
|
$790 M
|
| Regal Partners Ltd |
2025 Q4
|
2/17/2026 |
154
|
$1.7 B
|
| Troutman Wealth Management, LLC |
2025 Q4
|
2/17/2026 |
37
|
$120 M
|
| Pillsbury Lake Capital LLC |
2025 Q4
|
2/17/2026 |
30
|
$290 M
|
| CTC Alternative Strategies, Ltd. |
2025 Q4
|
2/17/2026 |
43
|
$53 M
|
| Strategic Planning, Inc. |
2025 Q4
|
2/17/2026 |
53
|
$190 M
|
| EP Wealth Advisors, LLC |
2025 Q4
|
2/17/2026 |
1,537
|
$19 B
|
| Krensavage Asset Management, LLC |
2025 Q4
|
2/17/2026 |
18
|
$280 M
|
| ZAZOVE ASSOCIATES LLC |
2025 Q4
|
2/17/2026 |
171
|
$1.2 B
|
| MACKENZIE FINANCIAL CORP |
2025 Q4
|
2/17/2026 |
1,666
|
$84 B
|
| CTC LLC |
2025 Q4
|
2/17/2026 |
154
|
$200 B
|
| Yu Fan |
2025 Q4
|
2/17/2026 |
5
|
$92 M
|
| Warther Private Wealth, LLC |
2025 Q4
|
2/17/2026 |
49
|
$420 M
|
| Papamarkou Wellner Asset Management inc. |
2025 Q4
|
2/17/2026 |
86
|
$170 M
|
| Owlhouse Capital LP |
2025 Q4
|
2/17/2026 |
20
|
$90 M
|
| JCP Investment Management, LLC |
2025 Q4
|
2/17/2026 |
18
|
$130 M
|
| TAM Capital Management Inc. |
2025 Q4
|
2/17/2026 |
8
|
$160 M
|
| SYLEBRA CAPITAL LLC |
2025 Q4
|
2/17/2026 |
11
|
$1.2 B
|
| SVF Sponsor III (DE) LLC |
2025 Q4
|
2/17/2026 |
1
|
$330 M
|
| Ikarian Capital, LLC |
2025 Q4
|
2/17/2026 |
174
|
$1.3 B
|
| 8VC GP I, LLC |
2025 Q4
|
2/17/2026 |
1
|
$63 M
|
| North Capital, Inc. |
2025 Q4 - RESTATEMENT
|
2/17/2026 |
89
|
$120 M
|
| GUARDIAN CAPITAL LP |
2025 Q4
|
2/17/2026 |
241
|
$3.4 B
|