| Hyperion Capital Advisors LP |
2026 Q1
|
5/14/2026 |
68
|
$210 M
|
| Veltria Advisors Corp. |
2026 Q1
|
5/14/2026 |
38
|
$30 M
|
| Pinnacle Family Advisors, LLC |
2026 Q1
|
5/14/2026 |
135
|
$210 M
|
| C M BIDWELL & ASSOCIATES LTD |
2026 Q1
|
5/14/2026 |
483
|
$210 M
|
| Broadhurst Jeffrey B |
2025 Q4
|
5/14/2026 |
40
|
$96 M
|
| Andrews Advisory Associates, LLC |
2026 Q1
|
5/14/2026 |
82
|
$190 M
|
| Sunstone Asset Management, L.P. |
2026 Q1
|
5/14/2026 |
64
|
$85 M
|
| Bain Capital Credit, LP |
2026 Q1
|
5/14/2026 |
6
|
$300 M
|
| Firsthand Capital Management, Inc. |
2026 Q1
|
5/14/2026 |
47
|
$47 M
|
| ENTREWEALTH, LLC |
2026 Q1
|
5/14/2026 |
104
|
$220 M
|
| GLAZER CAPITAL, LLC |
2026 Q1
|
5/14/2026 |
527
|
$4.7 B
|
| S SQUARED TECHNOLOGY, LLC |
2026 Q1
|
5/14/2026 |
35
|
$260 M
|
| Alpha Wave Global, LP |
2026 Q1
|
5/14/2026 |
20
|
$790 M
|
| JHP Wealth Management, LLC |
2026 Q1
|
5/14/2026 |
32
|
$100 M
|
| Roehl & Yi Investment Advisors, LLC |
2026 Q1
|
5/14/2026 |
180
|
$270 M
|
| MRP Capital Investments, LLC |
2026 Q1
|
5/14/2026 |
210
|
$110 M
|
| Marble Wealth, LLC |
2026 Q1
|
5/14/2026 |
222
|
$570 M
|
| Venture Visionary Partners LLC |
2026 Q1
|
5/14/2026 |
662
|
$3.0 B
|
| JHP Wealth Management, LLC |
2025 Q4
|
5/14/2026 |
33
|
$100 M
|
| THRYVE WEALTH MANAGEMENT LLC |
2026 Q1
|
5/14/2026 |
43
|
$150 M
|
| Lane Generational LLC |
2026 Q1
|
5/14/2026 |
39
|
$130 M
|
| Bain Capital Public Equity Management II, LLC |
2026 Q1
|
5/14/2026 |
1
|
$0
|
| Missouri Trust & Investment Co |
2026 Q1
|
5/14/2026 |
411
|
$340 M
|
| Delaney Dennis R |
2026 Q1
|
5/14/2026 |
243
|
$280 M
|
| ARIEL INVESTMENTS, LLC |
2026 Q1
|
5/14/2026 |
200
|
$8.9 B
|
| Laraway Financial Advisors Inc |
2026 Q1
|
5/14/2026 |
129
|
$140 M
|
| Presima Securities ULC |
2026 Q1
|
5/14/2026 |
48
|
$180 M
|
| Owls Nest Partners IA, LLC |
2026 Q1
|
5/14/2026 |
13
|
$290 M
|
| Davis Wealth Advisors, LLC |
2026 Q1
|
5/14/2026 |
72
|
$120 M
|
| ISLAY CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/14/2026 |
204
|
$200 M
|
| Norwood Investment Partners, LP |
2026 Q1
|
5/14/2026 |
15
|
$65 M
|
| North Ridge Wealth Advisors, Inc. |
2026 Q1
|
5/14/2026 |
193
|
$180 M
|
| Granby Capital Management, LLC |
2026 Q1
|
5/14/2026 |
17
|
$170 M
|
| Kensington Asset Management, LLC |
2026 Q1
|
5/14/2026 |
41
|
$1.9 B
|
| StoneX Group Inc. |
2026 Q1
|
5/14/2026 |
917
|
$1.9 B
|
| Coalescence Partners Investment Management, LP |
2026 Q1
|
5/14/2026 |
12
|
$460 M
|
| KANE INVESTMENT MANAGEMENT, INC. |
2026 Q1
|
5/14/2026 |
99
|
$190 M
|
| Long Pond Capital, LP |
2026 Q1
|
5/14/2026 |
33
|
$1.0 B
|
| Nitor Capital Management LLC |
2026 Q1
|
5/14/2026 |
24
|
$130 M
|
| Shannon River Fund Management LLC |
2026 Q1
|
5/14/2026 |
28
|
$520 M
|
| Orion Capital Management LLC |
2026 Q1
|
5/14/2026 |
489
|
$290 M
|
| Frederick Financial Consultants, LLC |
2026 Q1
|
5/14/2026 |
109
|
$200 M
|
| RBO & CO LLC |
2026 Q1
|
5/14/2026 |
57
|
$620 M
|
| Walsh & Associates, LLC |
2025 Q4
|
5/14/2026 |
235
|
$100 M
|
| Vanguard Personalized Indexing Management, LLC |
2026 Q1
|
5/14/2026 |
2,165
|
$10 B
|
| Collar Capital Management, LLC |
2026 Q1
|
5/14/2026 |
72
|
$150 M
|
| Chieftain Capital Management, Inc. |
2026 Q1
|
5/14/2026 |
1
|
$0
|
| Caisse de depot et placement du Quebec |
2026 Q1
|
5/14/2026 |
684
|
$62 B
|
| Rockefeller Capital Management L.P. |
2026 Q1
|
5/14/2026 |
11,499
|
$56 B
|
| AIP, LLC |
2026 Q1
|
5/14/2026 |
3
|
$270 M
|
| Alvarez & Marsal Private Wealth Partners, LLC |
2026 Q1
|
5/14/2026 |
177
|
$710 M
|
| Strategic Advisors LLC |
2026 Q1
|
5/14/2026 |
183
|
$600 M
|
| OAKTOP CAPITAL MANAGEMENT II, L.P. |
2026 Q1
|
5/14/2026 |
14
|
$1.3 B
|
| Wealth Advisors of Tampa Bay, LLC |
2026 Q1
|
5/14/2026 |
93
|
$300 M
|
| Congruence Capital, LLC |
2026 Q1
|
5/14/2026 |
60
|
$300 M
|
| Forest Avenue Capital Management LP |
2026 Q1
|
5/14/2026 |
26
|
$1.7 B
|
| Solstein Capital, LLC |
2026 Q1
|
5/14/2026 |
441
|
$240 M
|
| PINEBRIDGE INVESTMENTS ASIA LTD |
2026 Q1
|
5/14/2026 |
7
|
$290 M
|
| PINEBRIDGE INVESTMENTS LLC |
2026 Q1
|
5/14/2026 |
489
|
$12 B
|
| SMA Capital LLC |
2026 Q1
|
5/14/2026 |
96
|
$230 M
|
| BRANDYWINE TRUST CO |
2026 Q1
|
5/14/2026 |
31
|
$550 M
|
| Metropolitan Life Insurance Co/NY |
2026 Q1
|
5/14/2026 |
11
|
$330 M
|
| Lebenthal Global Advisors, LLC |
2026 Q1
|
5/14/2026 |
295
|
$690 M
|
| RETIREMITTEN FINANCIAL LLC |
2026 Q1
|
5/14/2026 |
184
|
$210 M
|
| ExodusPoint Capital Management, LP |
2026 Q1
|
5/14/2026 |
1,454
|
$12 B
|
| Tree Line Advisors (Hong Kong) Ltd. |
2026 Q1
|
5/14/2026 |
3
|
$230 M
|
| Purewater Capital LLC |
2026 Q1
|
5/14/2026 |
69
|
$100 M
|
| First Trust Capital Management L.P. |
2026 Q1
|
5/14/2026 |
197
|
$1.9 B
|
| Kiltearn Partners LLP |
2026 Q1
|
5/14/2026 |
25
|
$370 M
|
| AKRE CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/14/2026 |
20
|
$6.1 B
|
| BRANDYWINE MANAGERS, LLC |
2026 Q1
|
5/14/2026 |
40
|
$170 M
|
| Jacobs Equity LLC |
2026 Q1
|
5/14/2026 |
105
|
$110 M
|
| MetLife Investment Management, LLC |
2026 Q1
|
5/14/2026 |
2,765
|
$20 B
|
| Matrix Capital Management Company, LP |
2026 Q1
|
5/14/2026 |
1
|
$46 M
|
| MetLife Inc |
2026 Q1
|
5/14/2026 |
6
|
$12 M
|
| ABRAMS CAPITAL MANAGEMENT, L.P. |
2026 Q1
|
5/14/2026 |
11
|
$4.6 B
|
| Provida Pension Fund Administrator |
2026 Q1
|
5/14/2026 |
1
|
$0
|
| WEALTH ALLIANCE, LLC |
2026 Q1
|
5/14/2026 |
548
|
$1.0 B
|
| Epoch Investment Partners, Inc. |
2026 Q1
|
5/14/2026 |
598
|
$17 B
|
| Pennsylvania State University |
2026 Q1
|
5/14/2026 |
2
|
$190 M
|
| Vivaldi Capital Management LP |
2026 Q1
|
5/14/2026 |
290
|
$720 M
|
| GSK plc |
2026 Q1
|
5/14/2026 |
13
|
$600 M
|
| Affinity Asset Advisors, LLC |
2026 Q1
|
5/14/2026 |
105
|
$1.9 B
|
| Unisphere Establishment |
2026 Q1
|
5/14/2026 |
50
|
$12 B
|
| Cumberland Partners Ltd |
2026 Q1
|
5/14/2026 |
242
|
$1.3 B
|
| Pennsylvania State University |
2025 Q4
|
5/14/2026 |
2
|
$190 M
|
| EQT Fund Management S.a r.l. |
2026 Q1
|
5/14/2026 |
5
|
$1.0 B
|
| Dempze Nancy E |
2026 Q1
|
5/14/2026 |
301
|
$180 M
|
| Helix Partners Management LP |
2026 Q1
|
5/14/2026 |
13
|
$370 M
|
| MAPLELANE CAPITAL, LLC |
2026 Q1
|
5/14/2026 |
190
|
$2.8 B
|
| Kryger Capital LLC |
2026 Q1
|
5/14/2026 |
76
|
$1.4 B
|
| Discerene Group LP |
2026 Q1
|
5/14/2026 |
12
|
$950 M
|
| Entropy Technologies, LP |
2026 Q1
|
5/14/2026 |
857
|
$2.2 B
|
| Empirical Finance, LLC |
2026 Q1
|
5/14/2026 |
483
|
$2.1 B
|
| SRB CORP |
2026 Q1
|
5/14/2026 |
44
|
$1.6 B
|
| Sustainable Insight Capital Management, LLC |
2026 Q1
|
5/14/2026 |
86
|
$300 M
|
| TCM Advisors, LLC |
2026 Q1
|
5/14/2026 |
69
|
$1.4 B
|
| Sunriver Management LLC |
2026 Q1
|
5/14/2026 |
18
|
$590 M
|
| Boreal Capital Management LLC |
2026 Q1
|
5/14/2026 |
501
|
$120 M
|
| St. Louis Trust Co |
2026 Q1
|
5/14/2026 |
206
|
$860 M
|