| HAHN CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/25/2026 |
30
|
$190 M
|
| KW WEALTH MANAGEMENT LLC |
2025 Q4
|
2/25/2026 |
83
|
$66 M
|
| Westshore Wealth, LLC |
2025 Q4
|
2/24/2026 |
103
|
$300 M
|
| MidFirst Bank |
2025 Q4
|
2/24/2026 |
789
|
$1.3 B
|
| West Virginia University Foundation, Inc |
2025 Q4
|
2/24/2026 |
2
|
$530 M
|
| West Virginia University Foundation, Inc |
2025 Q3
|
2/24/2026 |
2
|
$380 M
|
| Alternative Investment Advisors, LLC. |
2025 Q4
|
2/24/2026 |
64
|
$230 M
|
| West Virginia University Foundation, Inc |
2025 Q2
|
2/24/2026 |
2
|
$330 M
|
| West Virginia University Foundation, Inc |
2025 Q1
|
2/24/2026 |
2
|
$290 M
|
| Villanova Investment Management Co LLC |
2025 Q4
|
2/24/2026 |
57
|
$140 M
|
| West Virginia University Foundation, Inc |
2024 Q4
|
2/24/2026 |
2
|
$290 M
|
| Astoria Portfolio Advisors LLC. |
2025 Q4
|
2/24/2026 |
288
|
$440 M
|
| DGS Capital Management, LLC |
2025 Q4
|
2/24/2026 |
542
|
$580 M
|
| DGS Capital Management, LLC |
2025 Q3
|
2/24/2026 |
440
|
$550 M
|
| Anderson Financial Strategies, LLC |
2025 Q4
|
2/24/2026 |
37
|
$170 M
|
| DGS Capital Management, LLC |
2025 Q2
|
2/24/2026 |
363
|
$480 M
|
| DGS Capital Management, LLC |
2025 Q1
|
2/24/2026 |
317
|
$380 M
|
| Ketron Financial |
2025 Q4
|
2/24/2026 |
56
|
$300 M
|
| Bell Investment Advisors, Inc |
2025 Q4
|
2/24/2026 |
1,802
|
$630 M
|
| Avory & Company, LLC |
2025 Q4
|
2/24/2026 |
42
|
$160 M
|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
2025 Q4
|
2/24/2026 |
86
|
$160 M
|
| CHELSEA COUNSEL CO |
2025 Q4
|
2/24/2026 |
241
|
$230 M
|
| Coastline Complete Wealth LLC |
2025 Q4
|
2/24/2026 |
50
|
$160 M
|
| Barnes Wealth Management Group, Inc |
2025 Q4
|
2/24/2026 |
177
|
$190 M
|
| River Road Asset Management, LLC |
2025 Q4
|
2/24/2026 |
175
|
$9.1 B
|
| SG Trading Solutions, LLC |
2025 Q4
|
2/24/2026 |
211
|
$430 M
|
| Pacer Advisors, Inc. |
2025 Q4 - RESTATEMENT
|
2/24/2026 |
3,830
|
$39 B
|
| Amanah Holdings Trust |
2025 Q4
|
2/24/2026 |
20
|
$680 M
|
| Titan Investment Management LLC |
2025 Q4
|
2/24/2026 |
39
|
$110 M
|
| NATIONAL MUTUAL FUNDS MANAGEMENT LTD |
2025 Q4 - RESTATEMENT
|
2/24/2026 |
1
|
$250 k
|
| J. Stern & Co. LLP |
2025 Q4 - RESTATEMENT
|
2/24/2026 |
43
|
$1.2 B
|
| Investment Insight Wealth Management, LLC |
2025 Q4
|
2/24/2026 |
36
|
$100 M
|
| Macco Financial Group, Inc. |
2025 Q4
|
2/24/2026 |
19
|
$120 M
|
| WLTH Capital Management, LLC |
2025 Q4
|
2/24/2026 |
26
|
$130 M
|
| DiPaolo Financial Group, Inc. |
2025 Q4
|
2/24/2026 |
31
|
$94 M
|
| Nolet Wealth Management, LLC |
2025 Q4
|
2/24/2026 |
161
|
$180 M
|
| Stone Wealth Partners |
2025 Q4
|
2/23/2026 |
68
|
$110 M
|
| Lynch Investment Planning, LLC |
2025 Q4
|
2/23/2026 |
54
|
$100 M
|
| Clear Retirement Advice LLC |
2025 Q4
|
2/23/2026 |
53
|
$130 M
|
| FLOYD FINANCIAL GROUP LLC |
2025 Q4
|
2/23/2026 |
69
|
$150 M
|
| Arrow Capital Management, LLC |
2025 Q4
|
2/23/2026 |
32
|
$170 M
|
| Drake & Associates, LLC |
2025 Q4
|
2/23/2026 |
102
|
$500 M
|
| Forthright Family Wealth Advisory LLC |
2025 Q4
|
2/23/2026 |
47
|
$160 M
|
| GuidedMoney, LLC |
2025 Q4
|
2/23/2026 |
30
|
$190 M
|
| Beaird Harris Wealth Management, LLC |
2025 Q4
|
2/23/2026 |
712
|
$1.5 B
|
| Wealth Preservation Advisors, LLC |
2025 Q4
|
2/23/2026 |
747
|
$200 M
|
| Sonoma Allocations LLC |
2025 Q4
|
2/23/2026 |
128
|
$300 M
|
| Monetary Solutions, Ltd |
2025 Q4
|
2/23/2026 |
315
|
$100 M
|
| McMill Wealth Management |
2025 Q4
|
2/23/2026 |
59
|
$360 M
|
| Investments & Financial Planning, LLC |
2025 Q4
|
2/23/2026 |
37
|
$190 M
|
| Kera Capital Partners, Inc. |
2025 Q4
|
2/23/2026 |
553
|
$810 M
|
| Walser Wealth Management Company, A Ltd Liability Co |
2025 Q4
|
2/23/2026 |
145
|
$190 M
|
| Phillip James Consulting Co. |
2025 Q4
|
2/23/2026 |
95
|
$5.7 M
|
| MV CAPITAL MANAGEMENT, INC. |
2025 Q3
|
2/23/2026 |
1,075
|
$1.0 B
|
| Blue Capital, Inc. |
2025 Q4
|
2/23/2026 |
85
|
$140 M
|
| MV CAPITAL MANAGEMENT, INC. |
2025 Q4
|
2/23/2026 |
1,188
|
$1.0 B
|
| Revere Asset Management, Inc |
2025 Q1
|
2/23/2026 |
15
|
$93 M
|
| Virtu Financial LLC |
2025 Q4
|
2/23/2026 |
1,601
|
$2.6 B
|
| Copos Capital S.a r.l. |
2025 Q4
|
2/23/2026 |
55
|
$140 M
|
| Vinland Capital Management Gestora de Recursos LTDA. |
2025 Q4
|
2/23/2026 |
66
|
$8.2 M
|
| Revere Asset Management, Inc |
2025 Q2
|
2/23/2026 |
25
|
$210 M
|
| Vinland Capital Management Gestora de Recursos LTDA. |
2025 Q3
|
2/23/2026 |
38
|
$7.8 M
|
| Vinland Capital Management Gestora de Recursos LTDA. |
2025 Q2
|
2/23/2026 |
14
|
$13 M
|
| Vinland Capital Management Gestora de Recursos LTDA. |
2025 Q1
|
2/23/2026 |
26
|
$140 M
|
| Leonteq Securities AG |
2024 Q4
|
2/23/2026 |
1,281
|
$1.5 B
|
| Leonteq Securities AG |
2025 Q1
|
2/23/2026 |
1,258
|
$1.8 B
|
| REX Advisers, LLC |
2025 Q4
|
2/23/2026 |
78
|
$24 M
|
| CONTINENTAL INVESTORS SERVICES, INC. |
2025 Q4
|
2/23/2026 |
72
|
$78 M
|
| IronBridge Private Wealth, LLC |
2025 Q4
|
2/23/2026 |
79
|
$320 M
|
| Dean Capital Management |
2025 Q4
|
2/20/2026 |
118
|
$230 M
|
| FourWorld Capital Management LLC |
2025 Q4 - NEW HOLDINGS
|
2/20/2026 |
2
|
$7.1 M
|
| Verus Advisory, Inc. |
2025 Q4
|
2/20/2026 |
8
|
$150 M
|
| Framtiden Holdings Management Co LLC |
2025 Q4
|
2/20/2026 |
6
|
$92 M
|
| SB Capital Management Inc |
2025 Q4
|
2/20/2026 |
93
|
$270 M
|
| Keenan, LLC |
2025 Q4
|
2/20/2026 |
40
|
$110 M
|
| LARCH CAPITAL PARTNERS LLC |
2025 Q4
|
2/20/2026 |
34
|
$730 M
|
| Blue Owl Capital Holdings LP |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
82
|
$320 M
|
| Catalyst Investment Management LLC |
2025 Q4
|
2/20/2026 |
72
|
$110 M
|
| Sunbelt Securities, Inc. |
2025 Q4
|
2/20/2026 |
2,784
|
$1.5 B
|
| Dorsey Wright & Associates |
2025 Q4
|
2/20/2026 |
132
|
$460 M
|
| CAMBIENT FAMILY OFFICE, LLC |
2025 Q4
|
2/20/2026 |
260
|
$700 M
|
| Lepercq De Neuflize Asset Management LLC |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
17
|
$170 M
|
| Petiole USA ltd |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
33
|
$150 M
|
| Anchor Capital Management Group Inc |
2025 Q4
|
2/20/2026 |
17
|
$200 M
|
| Attestor Capital Ltd |
2025 Q4
|
2/20/2026 |
10
|
$210 M
|
| Premier Wealth Management W.L.L. |
2025 Q3
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2025 Q2
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2025 Q1
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2024 Q4
|
2/20/2026 |
1
|
$0
|
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. |
2025 Q4 - RESTATEMENT
|
2/20/2026 |
16
|
$760 M
|
| Premier Wealth Management W.L.L. |
2024 Q2
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2024 Q3
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2024 Q1
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2023 Q4
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2023 Q3
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2023 Q2
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2023 Q1
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2022 Q4
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2022 Q3
|
2/20/2026 |
1
|
$0
|
| Premier Wealth Management W.L.L. |
2022 Q2
|
2/20/2026 |
1
|
$0
|