| George Kaiser Family Foundation |
2025 Q4
|
2/10/2026 |
67
|
$750 M
|
| One Capital Management, LLC |
2025 Q4
|
2/10/2026 |
522
|
$3.3 B
|
| Select Asset Management & Trust |
2025 Q4
|
2/10/2026 |
92
|
$320 M
|
| Mawer Investment Management Ltd. |
2025 Q4
|
2/10/2026 |
125
|
$18 B
|
| BRIDGES INVESTMENT MANAGEMENT INC |
2025 Q4
|
2/10/2026 |
869
|
$7.9 B
|
| SCP Investment, LP |
2025 Q4
|
2/10/2026 |
75
|
$120 M
|
| Sequent Asset Management, LLC |
2025 Q4
|
2/10/2026 |
99
|
$230 M
|
| ASK CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/10/2026 |
4
|
$750 M
|
| Greenwich Wealth Management LLC |
2025 Q4
|
2/10/2026 |
287
|
$2.2 B
|
| FIDUCIARY FAMILY OFFICE, LLC |
2025 Q4
|
2/10/2026 |
183
|
$350 M
|
| Peak Retirement Planning, Inc. |
2025 Q4
|
2/10/2026 |
145
|
$430 M
|
| PCA Investment Advisory Services Inc. |
2025 Q4
|
2/10/2026 |
55
|
$290 M
|
| Rovida Advisors Inc. |
2025 Q4
|
2/10/2026 |
1
|
$0
|
| Park Avenue Institutional Advisers LLC |
2025 Q4
|
2/10/2026 |
3
|
$1.0 M
|
| CALTON & ASSOCIATES, INC. |
2025 Q4
|
2/10/2026 |
446
|
$680 M
|
| Walsky Investment Management, Inc. |
2025 Q4
|
2/10/2026 |
52
|
$98 M
|
| Bank of New York Mellon Corp |
2025 Q4
|
2/10/2026 |
33,189
|
$570 B
|
| GOLDMAN SACHS GROUP INC |
2025 Q4
|
2/10/2026 |
13,034
|
$810 B
|
| Palatine Hill Wealth Management, LLC |
2025 Q4
|
2/10/2026 |
49
|
$120 M
|
| CENTRAL SECURITIES CORP |
2025 Q4
|
2/10/2026 |
29
|
$1.2 B
|
| Harfst & Associates, Inc. |
2025 Q4
|
2/10/2026 |
111
|
$550 M
|
| RATIONAL ADVISORS, INC. |
2025 Q4
|
2/10/2026 |
229
|
$980 M
|
| Bruce G. Allen Investments, LLC |
2025 Q4
|
2/10/2026 |
1,081
|
$150 M
|
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/10/2026 |
1,364
|
$9.5 B
|
| Moment Partners, LLC |
2025 Q4
|
2/10/2026 |
104
|
$490 M
|
| ALLEN OPERATIONS LLC |
2025 Q4
|
2/10/2026 |
36
|
$800 M
|
| BETO FINANCIAL GROUP, LLC |
2025 Q4
|
2/10/2026 |
133
|
$150 M
|
| Allen Investment Management, LLC |
2025 Q4
|
2/10/2026 |
220
|
$9.0 B
|
| ALLEN HOLDING INC /NY |
2025 Q4
|
2/10/2026 |
9
|
$1.0 B
|
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
2025 Q4
|
2/10/2026 |
97
|
$6.8 B
|
| AXQ CAPITAL, LP |
2025 Q4
|
2/10/2026 |
702
|
$440 M
|
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
2025 Q4
|
2/10/2026 |
84
|
$150 M
|
| Crestmont Private Wealth LLC |
2025 Q4
|
2/10/2026 |
95
|
$310 M
|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
2025 Q4
|
2/10/2026 |
129
|
$160 M
|
| Fielder Capital Group LLC |
2025 Q4
|
2/10/2026 |
277
|
$470 M
|
| Factorial Partners, LLC |
2025 Q4
|
2/10/2026 |
63
|
$150 M
|
| Vantus Wealth LLC |
2025 Q4
|
2/10/2026 |
196
|
$140 M
|
| TWIN PEAKS WEALTH ADVISORS, LLC |
2025 Q4
|
2/10/2026 |
184
|
$340 M
|
| ENGLISH CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/10/2026 |
35
|
$160 M
|
| BNP PARIBAS |
2025 Q4
|
2/10/2026 |
672
|
$3.5 B
|
| FDx Advisors, Inc. |
2025 Q4
|
2/10/2026 |
91
|
$200 M
|
| TenCore Partners, LP |
2025 Q4
|
2/10/2026 |
14
|
$200 M
|
| Tandem Financial, LLC |
2025 Q4
|
2/10/2026 |
49
|
$83 M
|
| Deuterium Capital Management, LLC |
2025 Q4
|
2/10/2026 |
20
|
$69 M
|
| Cercano Management LLC |
2025 Q4
|
2/10/2026 |
171
|
$2.6 B
|
| Providence Financial Advisors, LLC |
2025 Q4
|
2/10/2026 |
53
|
$100 M
|
| Sustainable Growth Advisers, LP |
2025 Q4
|
2/10/2026 |
100
|
$14 B
|
| Collar Capital Management, LLC |
2025 Q4
|
2/10/2026 |
75
|
$150 M
|
| Lingotto Investment Management LLP |
2025 Q4
|
2/10/2026 |
39
|
$5.7 B
|
| MKP Capital Management, L.L.C. |
2025 Q4
|
2/10/2026 |
22
|
$2.8 B
|
| GW HENSSLER & ASSOCIATES LTD |
2025 Q4
|
2/10/2026 |
231
|
$2.1 B
|
| BW Gestao de Investimentos Ltda. |
2025 Q4
|
2/10/2026 |
205
|
$4.4 B
|
| Ritter Daniher Financial Advisory LLC / DE |
2025 Q4
|
2/10/2026 |
595
|
$600 M
|
| Prospect Financial Group LLC |
2025 Q4
|
2/10/2026 |
62
|
$110 M
|
| Argent Trust Co |
2025 Q4
|
2/10/2026 |
1,472
|
$2.9 B
|
| Seven Springs Wealth Group, LLC |
2025 Q4
|
2/10/2026 |
83
|
$350 M
|
| Whitegate Investment Counselors, Inc. |
2025 Q4
|
2/10/2026 |
68
|
$320 M
|
| Exit Wealth Advisors, LLC. |
2025 Q4
|
2/10/2026 |
125
|
$170 M
|
| ITHAKA GROUP LLC |
2025 Q4
|
2/10/2026 |
39
|
$560 M
|
| Algorithmic Investment Models, LLC |
2025 Q4
|
2/10/2026 |
36
|
$81 M
|
| Allred Capital Management, LLC |
2025 Q4
|
2/10/2026 |
155
|
$280 M
|
| PECAUT & CO. |
2025 Q4
|
2/10/2026 |
70
|
$310 M
|
| Meramec Financial Planners, LLC |
2025 Q4
|
2/10/2026 |
580
|
$260 M
|
| ACADIAN ASSET MANAGEMENT LLC |
2025 Q4
|
2/10/2026 |
1,959
|
$61 B
|
| HALLSTATT ADVISORS L.P. |
2025 Q4
|
2/10/2026 |
16
|
$130 M
|
| O'Neil Global Advisors, Inc. |
2025 Q4
|
2/10/2026 |
45
|
$290 M
|
| Angel Oak Capital Advisors, LLC |
2025 Q4
|
2/10/2026 |
35
|
$69 M
|
| Cogent Private Wealth, Inc. |
2025 Q4
|
2/10/2026 |
98
|
$130 M
|
| Swisher Financial Concepts, Inc. |
2025 Q4
|
2/10/2026 |
97
|
$180 M
|
| Ellevest, Inc. |
2025 Q4
|
2/10/2026 |
424
|
$720 M
|
| CAZ INVESTMENTS LP |
2025 Q4
|
2/10/2026 |
33
|
$58 M
|
| Rovida Investment Management Ltd |
2025 Q4
|
2/10/2026 |
17
|
$730 M
|
| Opulen Financial Group LLC |
2025 Q4
|
2/10/2026 |
109
|
$140 M
|
| Keyes, Stange & Wooten Wealth Management, LLC |
2025 Q4
|
2/10/2026 |
73
|
$210 M
|
| SCS Capital Management LLC |
2025 Q4
|
2/10/2026 |
493
|
$9.4 B
|
| RESOLUTE CAPITAL, LLC |
2025 Q4
|
2/10/2026 |
58
|
$240 M
|
| Kentucky Retirement Systems Insurance Trust Fund |
2025 Q4
|
2/10/2026 |
496
|
$1.5 B
|
| REAVES W H & CO INC |
2025 Q4
|
2/10/2026 |
105
|
$5.7 B
|
| Kentucky Retirement Systems |
2025 Q4
|
2/10/2026 |
503
|
$3.7 B
|
| Black Swift Group, LLC |
2025 Q4
|
2/10/2026 |
118
|
$600 M
|
| SHENKMAN CAPITAL MANAGEMENT INC |
2025 Q4
|
2/10/2026 |
97
|
$950 M
|
| Orange County Employees Retirement System |
2025 Q4
|
2/10/2026 |
3
|
$190 M
|
| HAZLETT, BURT & WATSON, INC. |
2025 Q4
|
2/10/2026 |
12,797
|
$310 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2025 Q4
|
2/10/2026 |
2,281
|
$40 B
|
| CHARTIST INC /CA/ |
2025 Q4
|
2/10/2026 |
20
|
$150 M
|
| Portland Global Advisors LLC |
2025 Q4
|
2/10/2026 |
150
|
$930 M
|
| Financially Speaking Inc |
2025 Q4
|
2/10/2026 |
209
|
$150 M
|
| MITCHELL CAPITAL MANAGEMENT CO |
2025 Q4
|
2/10/2026 |
117
|
$560 M
|
| a16z Perennial Management, L.P. |
2025 Q4
|
2/10/2026 |
156
|
$1.3 B
|
| JMG Financial Group, Ltd. |
2025 Q4
|
2/10/2026 |
126
|
$3.6 B
|
| Suncoast Equity Management |
2025 Q4 - RESTATEMENT
|
2/10/2026 |
90
|
$990 M
|
| Brentview Investment Management LLC |
2025 Q4
|
2/10/2026 |
66
|
$220 M
|
| Main Management Fund Advisors LLC |
2025 Q4
|
2/10/2026 |
7
|
$1.1 B
|
| Suncoast Equity Management |
2025 Q4
|
2/10/2026 |
90
|
$990 M
|
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD |
2025 Q4
|
2/10/2026 |
908
|
$3.4 B
|
| EASTERLY INVESTMENT PARTNERS LLC |
2025 Q4
|
2/10/2026 |
219
|
$1.6 B
|
| Main Management ETF Advisors, LLC |
2025 Q4
|
2/10/2026 |
124
|
$2.8 B
|
| ADE, LLC |
2025 Q4
|
2/10/2026 |
85
|
$210 M
|
| Monaco Asset Management SAM |
2025 Q4
|
2/10/2026 |
79
|
$580 M
|
| Catalys Pacific, LLC |
2025 Q4
|
2/10/2026 |
2
|
$310 M
|