| IDG China Capital Fund GP III Associates Ltd. |
2026 Q1
|
5/1/2026 |
2
|
$110 M
|
| Heronetta Management, L.P. |
2026 Q1
|
5/1/2026 |
16
|
$110 M
|
| IDG China Venture Capital Fund V Associates L.P. |
2026 Q1
|
5/1/2026 |
1
|
$130 M
|
| Lester Murray Antman dba SimplyRich |
2026 Q1
|
5/1/2026 |
233
|
$390 M
|
| IDG China Venture Capital Fund IV Associates L.P. |
2026 Q1
|
5/1/2026 |
4
|
$220 M
|
| First Business Financial Services, Inc. |
2026 Q1
|
5/1/2026 |
192
|
$1.1 B
|
| Cosner Financial Group, LLC |
2026 Q1
|
5/1/2026 |
34
|
$180 M
|
| Lodestone Wealth Management LLC |
2026 Q1 - RESTATEMENT
|
5/1/2026 |
832
|
$250 M
|
| Platt Wealth Management LLC |
2026 Q1
|
5/1/2026 |
50
|
$100 M
|
| ARIZONA STATE RETIREMENT SYSTEM |
2026 Q1
|
5/1/2026 |
2,051
|
$17 B
|
| NATURAL INVESTMENTS, LLC |
2026 Q1
|
5/1/2026 |
288
|
$410 M
|
| Concord Wealth Partners |
2026 Q1
|
5/1/2026 |
207
|
$770 M
|
| Martel Wealth Advisors LLC |
2026 Q1
|
5/1/2026 |
73
|
$590 M
|
| Slagle Financial, LLC |
2026 Q1
|
5/1/2026 |
121
|
$300 M
|
| Kohmann Bosshard Financial Services, LLC |
2026 Q1 - RESTATEMENT
|
5/1/2026 |
209
|
$1.0 B
|
| Wealthspire Advisors, LLC |
2026 Q1
|
5/1/2026 |
932
|
$13 B
|
| Evolution Advisers, Inc. |
2026 Q1
|
5/1/2026 |
162
|
$240 M
|
| Lodestone Wealth Management LLC |
2026 Q1
|
5/1/2026 |
832
|
$250 M
|
| Summit Place Financial Advisors, LLC |
2026 Q1
|
5/1/2026 |
106
|
$210 M
|
| First Fiduciary Investment Counsel, Inc. |
2026 Q1
|
5/1/2026 |
66
|
$500 M
|
| Mowery & Schoenfeld Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
357
|
$65 M
|
| Hills Bank & Trust Co |
2026 Q1
|
5/1/2026 |
525
|
$2.1 B
|
| Monetary Solutions, Ltd |
2026 Q1
|
5/1/2026 |
318
|
$100 M
|
| Smart Portfolios, LLC |
2026 Q1
|
5/1/2026 |
99
|
$100 M
|
| Wingate Wealth Advisors, Inc. |
2026 Q1
|
5/1/2026 |
121
|
$190 M
|
| Guardian Wealth Advisors, LLC |
2026 Q1
|
5/1/2026 |
64
|
$170 M
|
| PATTEN & PATTEN INC/TN |
2026 Q1
|
5/1/2026 |
338
|
$1.7 B
|
| Rakuten Securities, Inc. |
2026 Q1
|
5/1/2026 |
879
|
$240 M
|
| Steadview Capital Management LLC |
2026 Q1
|
5/1/2026 |
12
|
$230 M
|
| MILLER WEALTH ADVISORS, LLC |
2026 Q1
|
5/1/2026 |
117
|
$260 M
|
| CMG Global Holdings, LLC |
2026 Q1
|
5/1/2026 |
96
|
$210 M
|
| Savoir Faire Capital Management, L.P. |
2026 Q1
|
5/1/2026 |
44
|
$170 M
|
| FDx Advisors, Inc. |
2026 Q1
|
5/1/2026 |
183
|
$310 M
|
| Concord Asset Management, LLC/VA |
2026 Q1
|
5/1/2026 |
117
|
$590 M
|
| New Republic Capital, LLC |
2026 Q1
|
5/1/2026 |
312
|
$300 M
|
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/1/2026 |
141
|
$370 M
|
| Strategic Financial Partners, Ltd. |
2026 Q1
|
5/1/2026 |
81
|
$230 M
|
| Blume Capital Management, Inc. |
2026 Q1
|
5/1/2026 |
337
|
$590 M
|
| CAMPBELL CAPITAL MANAGEMENT INC |
2026 Q1
|
5/1/2026 |
31
|
$210 M
|
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
2026 Q1
|
5/1/2026 |
98
|
$110 M
|
| General Electric Co |
2026 Q1
|
5/1/2026 |
2
|
$310 M
|
| FOURPATH CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/1/2026 |
218
|
$700 M
|
| Liquid Strategies, LLC |
2026 Q1
|
5/1/2026 |
9
|
$470 M
|
| Maj Invest Holding A/S |
2026 Q1
|
5/1/2026 |
38
|
$2.3 B
|
| CenterStar Asset Management, LLC |
2026 Q1
|
5/1/2026 |
464
|
$800 M
|
| CV Advisors LLC |
2026 Q1
|
5/1/2026 |
46
|
$370 M
|
| Praxis Capital Management LLC |
2026 Q1
|
5/1/2026 |
39
|
$43 M
|
| YACKTMAN ASSET MANAGEMENT LP |
2026 Q1
|
5/1/2026 |
76
|
$7.5 B
|
| TLW Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
16
|
$170 M
|
| Mountain Hill Investment Partners Corp. |
2026 Q1
|
5/1/2026 |
205
|
$170 M
|
| Spider Management Company, LLC |
2026 Q1
|
5/1/2026 |
5
|
$350 M
|
| HANTZ FINANCIAL SERVICES, INC. |
2026 Q1
|
5/1/2026 |
2,579
|
$6.6 B
|
| Kraft, Davis & Associates, LLC |
2026 Q1
|
5/1/2026 |
151
|
$470 M
|
| MFN Partners Management, LP |
2025 Q4 - NEW HOLDINGS
|
5/1/2026 |
2
|
$25 M
|
| Global Wealth Management Investment Advisory, Inc. |
2026 Q1
|
5/1/2026 |
158
|
$640 M
|
| Mueller Wealth, LLC |
2026 Q1
|
5/1/2026 |
17
|
$130 M
|
| HFM Investment Advisors, LLC |
2026 Q1
|
5/1/2026 |
1,210
|
$260 M
|
| CAPITAL CITY TRUST CO/FL |
2026 Q1
|
5/1/2026 |
194
|
$440 M
|
| Ativo Capital Management LLC |
2026 Q1
|
5/1/2026 |
55
|
$110 M
|
| WIN ADVISORS, INC |
2026 Q1
|
5/1/2026 |
78
|
$220 M
|
| Heritage Investment Group, Inc. |
2026 Q1
|
5/1/2026 |
123
|
$660 M
|
| Strategic Investment Solutions, Inc. /IL |
2026 Q1
|
5/1/2026 |
8,494
|
$410 M
|
| Atlas Venture Advisors, Inc. |
2026 Q1
|
5/1/2026 |
3
|
$120 M
|
| Advisors Capital Management, LLC |
2026 Q1
|
5/1/2026 |
566
|
$8.6 B
|
| MilWealth Group LLC |
2026 Q1
|
5/1/2026 |
81
|
$420 M
|
| Supplemental Annuity Collective Trust of NJ |
2026 Q1
|
5/1/2026 |
297
|
$350 M
|
| ROYAL LONDON ASSET MANAGEMENT LTD |
2026 Q1
|
5/1/2026 |
688
|
$48 B
|
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
2026 Q1
|
5/1/2026 |
11
|
$2.9 B
|
| SAWGRASS ASSET MANAGEMENT LLC |
2026 Q1
|
5/1/2026 |
193
|
$660 M
|
| SAGE PRIVATE WEALTH GROUP, LLC |
2026 Q1
|
5/1/2026 |
97
|
$200 M
|
| SECURIAN ASSET MANAGEMENT, INC |
2026 Q1
|
5/1/2026 |
925
|
$2.5 B
|
| JMAC ENTERPRISES LLC |
2026 Q1
|
5/1/2026 |
117
|
$520 M
|
| Thrivent Financial for Lutherans |
2026 Q1
|
5/1/2026 |
4,385
|
$52 B
|
| Phocas Financial Corp. |
2026 Q1
|
4/30/2026 |
155
|
$640 M
|
| Symphony Financial, Ltd. Co. |
2026 Q1
|
4/30/2026 |
315
|
$760 M
|
| Connecticut Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
327
|
$2.4 B
|
| Quantum Portfolio Management LLC |
2026 Q1 - RESTATEMENT
|
5/1/2026 |
254
|
$230 M
|
| Brightwater Advisory LLC |
2026 Q1
|
4/30/2026 |
60
|
$150 M
|
| HOHIMER WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/30/2026 |
387
|
$850 M
|
| PATHWAY CAPITAL MANAGEMENT, LP |
2026 Q1
|
4/30/2026 |
2
|
$4.3 M
|
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust |
2026 Q1
|
4/30/2026 |
28
|
$670 M
|
| Climber Capital SA |
2026 Q1
|
5/1/2026 |
69
|
$150 M
|
| Legacy Financial Strategies, LLC |
2026 Q1
|
4/30/2026 |
140
|
$550 M
|
| University of Pittsburgh - Of the Commonwealth System of Higher Education |
2026 Q1
|
4/30/2026 |
1
|
$130 M
|
| Ring Mountain Capital, LLC |
2026 Q1
|
4/30/2026 |
95
|
$180 M
|
| Lakeside Advisors, INC. |
2026 Q1
|
4/30/2026 |
65
|
$150 M
|
| Kassira Wealth Management LLC |
2026 Q1
|
4/30/2026 |
59
|
$110 M
|
| Spectrum Financial Alliance Ltd LLC |
2026 Q1
|
5/1/2026 |
32
|
$520 M
|
| Avid Wealth Partners LLC |
2026 Q1
|
4/30/2026 |
71
|
$210 M
|
| Brown University |
2026 Q1
|
4/30/2026 |
11
|
$100 M
|
| Osprey Private Wealth LLC |
2026 Q1
|
5/1/2026 |
77
|
$350 M
|
| ALTOS VENTURES MANAGEMENT, INC. |
2026 Q1
|
4/30/2026 |
1
|
$0
|
| Meadow Creek Wealth Advisors LLC |
2026 Q1
|
4/30/2026 |
135
|
$150 M
|
| Mason & Associates Inc |
2026 Q1
|
4/30/2026 |
160
|
$520 M
|
| Peterson Wealth Services |
2026 Q1
|
4/30/2026 |
215
|
$400 M
|
| Financial Freedom, LLC |
2026 Q1
|
4/30/2026 |
426
|
$200 M
|
| Range Financial Group LLC |
2026 Q1
|
4/30/2026 |
190
|
$300 M
|
| Texas Bank & Trust Co |
2026 Q1
|
4/30/2026 |
405
|
$270 M
|
| SONATA CAPITAL GROUP INC |
2026 Q1
|
4/30/2026 |
123
|
$270 M
|
| INCA Investments LLC |
2026 Q1
|
4/30/2026 |
10
|
$280 M
|