| Leo H. Evart, Inc. |
2026 Q2
|
8/17/2026 |
328
|
$130 M
|
| Orion Capital Management LLC |
2026 Q2
|
8/17/2026 |
516
|
$320 M
|
| RB Capital Management, LLC |
2026 Q2
|
8/17/2026 |
205
|
$510 M
|
| Denver PWM, LLC |
2026 Q2
|
8/17/2026 |
89
|
$310 M
|
| VY Capital Management Co. Ltd. |
2026 Q2
|
8/17/2026 |
6
|
$47 B
|
| BRIDGER MANAGEMENT, LLC |
2026 Q2
|
8/17/2026 |
24
|
$150 M
|
| Copia Wealth Management |
2026 Q2
|
8/17/2026 |
570
|
$170 M
|
| First Nebraska Trust Co |
2006 Q3
|
8/17/2026 |
86
|
$230 M
|
| THOMAS H LEE PARTNERS LP |
2026 Q1
|
8/17/2026 |
1
|
$0
|
| THOMAS H LEE PARTNERS LP |
2026 Q2
|
8/17/2026 |
1
|
$0
|
| Redwood Investment Management, LLC |
2026 Q2
|
8/17/2026 |
306
|
$1.0 B
|
| PenderFund Capital Management Ltd. |
2026 Q2
|
8/17/2026 |
231
|
$780 M
|
| Proficio Capital Partners LLC |
2026 Q2
|
8/17/2026 |
691
|
$2.8 B
|
| General Catalyst Group Management, LLC |
2026 Q2
|
8/17/2026 |
14
|
$190 M
|
| EIG Asset Management, LLC |
2026 Q2
|
8/17/2026 |
2
|
$0
|
| Blue Edge Capital, LLC |
2026 Q2
|
8/17/2026 |
137
|
$830 M
|
| Almitas Capital LLC |
2026 Q2
|
8/17/2026 |
130
|
$420 M
|
| Empowered Funds, LLC |
2026 Q2
|
8/17/2026 |
7,205
|
$19 B
|
| Alaska Permanent Fund Corp |
2026 Q2 - NEW HOLDINGS
|
8/17/2026 |
4
|
$810 M
|
| Pure Financial Advisors, LLC |
2026 Q2
|
8/17/2026 |
636
|
$7.9 B
|
| Camarda Financial Advisors, LLC |
2026 Q2
|
8/17/2026 |
122
|
$330 M
|
| Ma Investment Partnership, LP |
2026 Q2
|
8/17/2026 |
13
|
$560 M
|
| Transamerica Financial Advisors, LLC |
2026 Q2
|
8/17/2026 |
2,188
|
$1.2 B
|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
2026 Q2
|
8/17/2026 |
1,622
|
$18 B
|
| Silver Point Capital L.P. |
2026 Q2
|
8/17/2026 |
14
|
$1.1 B
|
| Palo Alto Investors LP |
2026 Q2
|
8/17/2026 |
52
|
$720 M
|
| VALUEWORKS LLC |
2026 Q2
|
8/17/2026 |
38
|
$480 M
|
| DEARBORN PARTNERS LLC |
2026 Q2 - NEW HOLDINGS
|
8/17/2026 |
303
|
$1.8 B
|
| GLAZER CAPITAL, LLC |
2026 Q2
|
8/17/2026 |
591
|
$4.1 B
|
| Adelante Capital Management LLC |
2026 Q2
|
8/17/2026 |
42
|
$1.5 B
|
| KAHN BROTHERS GROUP INC |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
48
|
$630 M
|
| First Nebraska Trust Co |
2006 Q4
|
8/17/2026 |
88
|
$250 M
|
| Corient Private Wealth LP |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
3,198
|
$77 B
|
| Wealth Management Strategies, Inc. |
2024 Q4 - RESTATEMENT
|
8/17/2026 |
36
|
$130 M
|
| HARBERT FUND ADVISORS, LLC |
2026 Q2
|
8/17/2026 |
1
|
$0
|
| Grandeur Peak Global Advisors, LLC |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
75
|
$430 M
|
| AWH Capital, L.P. |
2026 Q2 - NEW HOLDINGS
|
8/17/2026 |
22
|
$150 M
|
| Hill City Capital, LP |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
28
|
$4.3 B
|
| E-Wealth Partners, LLC |
2026 Q2
|
8/17/2026 |
59
|
$140 M
|
| Winning Points Advisors, LLC |
2026 Q2
|
8/17/2026 |
42
|
$76 M
|
| Wealth Management Strategies, Inc. |
2025 Q2
|
8/17/2026 |
39
|
$190 M
|
| BROOKS, MOORE & ASSOCIATES, INC. |
2026 Q2
|
8/17/2026 |
114
|
$220 M
|
| Wealth Management Strategies, Inc. |
2026 Q2
|
8/17/2026 |
45
|
$260 M
|
| Winning Points Advisors, LLC |
2026 Q1 - RESTATEMENT
|
8/17/2026 |
42
|
$100 M
|
| WNY Asset Management, LLC |
2026 Q2
|
8/17/2026 |
261
|
$1.1 B
|
| BANK OZK |
2026 Q2
|
8/17/2026 |
280
|
$340 M
|
| Hamilton Capital, LLC |
2026 Q2
|
8/17/2026 |
159
|
$2.0 B
|
| PSquared Asset Management AG |
2026 Q2
|
8/17/2026 |
18
|
$310 M
|
| Hayek Kallen Investment Management |
2026 Q2
|
8/17/2026 |
97
|
$330 M
|
| Windward Management LP |
2026 Q2
|
8/17/2026 |
13
|
$330 M
|
| Old North State Trust, LLC |
2026 Q2
|
8/17/2026 |
151
|
$190 M
|
| Asset Allocation Strategies LLC |
2026 Q2
|
8/17/2026 |
177
|
$650 M
|
| Caitlin John, LLC |
2026 Q2
|
8/17/2026 |
1,322
|
$180 M
|
| Ruggaard & Associates LLC |
2026 Q2
|
8/17/2026 |
147
|
$280 M
|
| Equitable Holdings, Inc. |
2026 Q2
|
8/17/2026 |
1,835
|
$17 B
|
| CENTAURUS FINANCIAL, INC. |
2026 Q2
|
8/17/2026 |
1,115
|
$2.6 B
|
| Pangea Capital Gestao de Recursos Ltda. |
2025 Q4
|
8/17/2026 |
9
|
$120 M
|
| Reality Financial Planning Services, LLC |
2026 Q2
|
8/17/2026 |
18
|
$100 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2023 Q1
|
8/17/2026 |
6
|
$120 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2022 Q4
|
8/17/2026 |
9
|
$110 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2025 Q2
|
8/17/2026 |
8
|
$110 M
|
| LARCH CAPITAL PARTNERS LLC |
2026 Q2
|
8/17/2026 |
58
|
$700 M
|
| BRASADA CAPITAL MANAGEMENT, LP |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
152
|
$560 M
|
| Integrated Investment Consultants, LLC |
2026 Q2
|
8/17/2026 |
637
|
$510 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2023 Q2
|
8/17/2026 |
6
|
$130 M
|
| Legacy Edge Advisors, LLC |
2025 Q2
|
8/17/2026 |
198
|
$750 M
|
| Legacy Edge Advisors, LLC |
2025 Q1
|
8/17/2026 |
181
|
$640 M
|
| Impala Asset Management LLC |
2026 Q2
|
8/17/2026 |
20
|
$180 M
|
| Melia Wealth LLC |
2026 Q2
|
8/17/2026 |
23
|
$170 M
|
| Pacific Heights Asset Management LLC |
2026 Q2
|
8/17/2026 |
77
|
$3.2 B
|
| Nalls Sherbakoff Group, LLC |
2026 Q1
|
8/17/2026 |
414
|
$140 M
|
| Nalls Sherbakoff Group, LLC |
2026 Q2
|
8/17/2026 |
378
|
$140 M
|
| FSA Advisors, Inc. |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
262
|
$220 M
|
| Legacy Edge Advisors, LLC |
2024 Q3
|
8/17/2026 |
183
|
$630 M
|
| GRAYBILL WEALTH MANAGEMENT, LTD. |
2026 Q2
|
8/17/2026 |
85
|
$370 M
|
| Legacy Edge Advisors, LLC |
2024 Q2
|
8/17/2026 |
175
|
$540 M
|
| Stonepine Capital Management, LLC |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
87
|
$180 M
|
| Legacy Edge Advisors, LLC |
2024 Q1
|
8/17/2026 |
164
|
$480 M
|
| Legacy Edge Advisors, LLC |
2024 Q4
|
8/17/2026 |
177
|
$630 M
|
| Legacy Edge Advisors, LLC |
2023 Q4
|
8/17/2026 |
158
|
$440 M
|
| N10 ASSETS, LLC |
2026 Q2
|
8/17/2026 |
34
|
$230 M
|
| HARVEY CAPITAL MANAGEMENT INC |
2026 Q2
|
8/17/2026 |
91
|
$490 M
|
| FORMULA GROWTH LTD |
2026 Q2
|
8/17/2026 |
145
|
$280 M
|
| Coastal Bridge Advisors, LLC |
2026 Q2
|
8/17/2026 |
471
|
$1.6 B
|
| Jefferies Financial Group Inc. |
2026 Q2
|
8/17/2026 |
1,621
|
$15 B
|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
2026 Q2
|
8/17/2026 |
2,334
|
$34 B
|
| MASTERINVEST Kapitalanlage GmbH |
2026 Q2
|
8/17/2026 |
300
|
$1.2 B
|
| McMill Wealth Management |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
61
|
$420 M
|
| RAFFLES ASSOCIATES LP |
2026 Q2 - NEW HOLDINGS
|
8/17/2026 |
48
|
$120 M
|
| XXEC, Inc. |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
23
|
$770 M
|
| LITTLEJOHN & CO LLC |
2026 Q2
|
8/17/2026 |
10
|
$79 M
|
| CAPSTONE INVESTMENT ADVISORS, LLC |
2026 Q2
|
8/17/2026 |
1,641
|
$54 B
|
| AtlasMark Financial, Inc |
2026 Q2
|
8/17/2026 |
48
|
$200 M
|
| Triton Financial Group Inc |
2026 Q2
|
8/17/2026 |
99
|
$170 M
|
| One68 Global Capital, LLC |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
55
|
$47 M
|
| ALTAROCK PARTNERS LP |
2026 Q2
|
8/17/2026 |
8
|
$4.2 B
|
| Hauser Brothers GmbH |
2026 Q2
|
8/17/2026 |
4
|
$83 M
|
| Stonehage Fleming Financial Services Holdings Ltd |
2026 Q2
|
8/17/2026 |
276
|
$2.9 B
|
| Passaic Partners LLC |
2026 Q2
|
8/14/2026 |
18
|
$1.4 B
|
| Merited Wealth, LLC |
2026 Q2
|
8/14/2026 |
73
|
$140 M
|