| Orion Capital Management LLC |
2025 Q1
|
5/14/2025 |
473
|
$240 M
|
| WCG Wealth Advisors LLC |
2025 Q1
|
5/14/2025 |
284
|
$1.3 B
|
| V3 Capital Management, L.P. |
2025 Q1
|
5/14/2025 |
1
|
$0
|
| POTOMAC FUND MANAGEMENT INC /ADV |
2025 Q1
|
5/14/2025 |
66
|
$97 M
|
| EMG Holdings, L.P. |
2025 Q1
|
5/14/2025 |
26
|
$210 M
|
| Wolfstich Capital, LLC |
2025 Q1 - RESTATEMENT
|
5/14/2025 |
15
|
$52 M
|
| WealthTrust Axiom LLC |
2025 Q1
|
5/14/2025 |
255
|
$330 M
|
| Long Pond Capital, LP |
2025 Q1
|
5/14/2025 |
34
|
$1.5 B
|
| CreativeOne Wealth, LLC |
2025 Q1
|
5/14/2025 |
1,664
|
$3.3 B
|
| Castle Creek Capital Partners VI, LP |
2025 Q1
|
5/14/2025 |
2
|
$49 M
|
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
2025 Q1
|
5/14/2025 |
591
|
$48 B
|
| BWM Planning, LLC |
2025 Q1
|
5/14/2025 |
93
|
$240 M
|
| Skerryvore Asset Management Ltd |
2025 Q1
|
5/14/2025 |
6
|
$120 M
|
| SOUTH PLAINS FINANCIAL, INC. |
2025 Q1
|
5/14/2025 |
324
|
$130 M
|
| Linonia Partnership LP |
2025 Q1
|
5/14/2025 |
10
|
$2.5 B
|
| IEQ CAPITAL, LLC |
2025 Q1
|
5/14/2025 |
2,091
|
$13 B
|
| Piedmont Capital Management, LLC |
2025 Q1
|
5/14/2025 |
46
|
$140 M
|
| ENTREWEALTH, LLC |
2025 Q1
|
5/14/2025 |
60
|
$130 M
|
| TCM Advisors, LLC |
2025 Q1
|
5/14/2025 |
66
|
$1.1 B
|
| TORNO CAPITAL, LLC |
2025 Q1
|
5/14/2025 |
75
|
$390 M
|
| MADRONE ADVISORS, LLC |
2025 Q1
|
5/14/2025 |
6
|
$600 M
|
| Warwick Investment Management, Inc. |
2025 Q1
|
5/14/2025 |
111
|
$480 M
|
| Teton Advisors, Inc. |
2025 Q1
|
5/14/2025 |
183
|
$160 M
|
| HERSHEY TRUST CO |
2025 Q1
|
5/14/2025 |
6
|
$9.7 B
|
| GREYCROFT LP |
2025 Q1
|
5/14/2025 |
11
|
$93 M
|
| Zuckerman Investment Group, LLC |
2025 Q1
|
5/14/2025 |
164
|
$930 M
|
| Quadcap Wealth Management, LLC |
2025 Q1
|
5/14/2025 |
383
|
$690 M
|
| GABELLI & Co INVESTMENT ADVISERS, INC. |
2025 Q1
|
5/14/2025 |
251
|
$660 M
|
| Talaria Asset Management Pty Ltd |
2025 Q1
|
5/14/2025 |
8
|
$380 M
|
| CRCM LP |
2025 Q1
|
5/14/2025 |
23
|
$250 M
|
| NICOLET BANKSHARES INC |
2025 Q1
|
5/14/2025 |
204
|
$500 M
|
| Redwood Investment Management, LLC |
2025 Q1
|
5/14/2025 |
286
|
$920 M
|
| Affinity Asset Advisors, LLC |
2025 Q1
|
5/14/2025 |
98
|
$1.0 B
|
| Per Stirling Capital Management, LLC. |
2025 Q1
|
5/14/2025 |
257
|
$700 M
|
| Samalin Investment Counsel, LLC |
2025 Q1
|
5/14/2025 |
318
|
$250 M
|
| GAMCO INVESTORS, INC. ET AL |
2025 Q1
|
5/14/2025 |
854
|
$9.1 B
|
| WS MANAGEMENT LLLP |
2025 Q1
|
5/14/2025 |
45
|
$900 M
|
| Alpha Wave Global, LP |
2025 Q1
|
5/14/2025 |
24
|
$220 M
|
| Makaira Partners LLC |
2025 Q1
|
5/14/2025 |
13
|
$300 M
|
| GABELLI FUNDS LLC |
2025 Q1
|
5/14/2025 |
1,092
|
$13 B
|
| Hill City Capital, LP |
2025 Q1
|
5/14/2025 |
17
|
$1.3 B
|
| Aristides Capital LLC |
2025 Q1
|
5/14/2025 |
218
|
$340 M
|
| North Ground Capital |
2025 Q1
|
5/14/2025 |
42
|
$98 M
|
| Keeley-Teton Advisors, LLC |
2025 Q1
|
5/14/2025 |
362
|
$820 M
|
| CNO Financial Group, Inc. |
2025 Q1
|
5/14/2025 |
11
|
$120 M
|
| RGM Capital, LLC |
2025 Q1
|
5/14/2025 |
20
|
$2.4 B
|
| JACOBS ASSET MANAGEMENT, LLC |
2025 Q1
|
5/14/2025 |
31
|
$160 M
|
| Teca Partners, LP |
2025 Q1
|
5/14/2025 |
10
|
$140 M
|
| Rafferty Asset Management, LLC |
2025 Q1
|
5/14/2025 |
1,058
|
$23 B
|
| Crestview Partners III GP, L.P. |
2025 Q1
|
5/14/2025 |
3
|
$340 M
|
| Epoch Investment Partners, Inc. |
2025 Q1
|
5/14/2025 |
617
|
$19 B
|
| Findlay Park Partners LLP |
2025 Q1
|
5/14/2025 |
58
|
$9.7 B
|
| Crestview Partners IV GP, L.P. |
2025 Q1
|
5/14/2025 |
2
|
$310 M
|
| TORNO CAPITAL, LLC |
2024 Q4 - NEW HOLDINGS
|
5/14/2025 |
142
|
$1.1 B
|
| Crestview Partners II GP, L.P. |
2025 Q1
|
5/14/2025 |
3
|
$510 M
|
| ATW SPAC MANAGEMENT LLC |
2025 Q1
|
5/14/2025 |
117
|
$60 M
|
| Long Path Partners LP |
2025 Q1
|
5/14/2025 |
10
|
$260 M
|
| BROOKS, MOORE & ASSOCIATES, INC. |
2025 Q1
|
5/14/2025 |
102
|
$180 M
|
| TORNO CAPITAL, LLC |
2024 Q3 - NEW HOLDINGS
|
5/14/2025 |
208
|
$660 M
|
| Old West Investment Management, LLC |
2025 Q1
|
5/14/2025 |
59
|
$280 M
|
| SOROS CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/14/2025 |
50
|
$390 M
|
| Luminist Capital LLC |
2025 Q1
|
5/14/2025 |
391
|
$93 M
|
| McCarthy Asset Management, Inc. |
2025 Q1
|
5/14/2025 |
25
|
$140 M
|
| TORNO CAPITAL, LLC |
2024 Q2 - NEW HOLDINGS
|
5/14/2025 |
178
|
$2.1 B
|
| Worth Venture Partners, LLC |
2025 Q1
|
5/14/2025 |
36
|
$53 M
|
| Hill Investment Group Partners, LLC |
2025 Q1
|
5/14/2025 |
50
|
$730 M
|
| Full Sail Capital, LLC |
2025 Q1
|
5/14/2025 |
235
|
$1.5 B
|
| CSM Advisors, LLC |
2025 Q1
|
5/14/2025 |
141
|
$1.8 B
|
| Hauser Brothers GmbH |
2025 Q1
|
5/14/2025 |
8
|
$100 M
|
| Taikang Asset Management (Hong Kong) Co Ltd |
2025 Q1
|
5/14/2025 |
102
|
$730 M
|
| ISLAY CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/14/2025 |
185
|
$150 M
|
| FWG Investments, LLC. |
2025 Q1
|
5/14/2025 |
50
|
$85 M
|
| COMERICA BANK |
2025 Q1
|
5/14/2025 |
6,301
|
$24 B
|
| WESTPORT ASSET MANAGEMENT INC |
2025 Q1
|
5/14/2025 |
74
|
$210 M
|
| JB CAPITAL PARTNERS LP |
2025 Q1
|
5/14/2025 |
79
|
$480 M
|
| Kamunting Street Capital Management, L.P. |
2025 Q1
|
5/14/2025 |
15
|
$150 M
|
| Freedom Investment Management, Inc. |
2025 Q1
|
5/14/2025 |
838
|
$1.2 B
|
| Sunriver Management LLC |
2025 Q1
|
5/14/2025 |
22
|
$810 M
|
| BAUPOST GROUP LLC/MA |
2025 Q1
|
5/14/2025 |
23
|
$3.5 B
|
| RPg Family Wealth Advisory, LLC |
2025 Q1
|
5/14/2025 |
103
|
$350 M
|
| Walgreens Boots Alliance, Inc. |
2025 Q1
|
5/14/2025 |
2
|
$3.1 B
|
| SC XII MANAGEMENT LLC |
2025 Q1
|
5/14/2025 |
1
|
$0
|
| SC US (TTGP), LTD. |
2025 Q1
|
5/14/2025 |
20
|
$11 B
|
| Oak Harvest Investment Services |
2025 Q1
|
5/14/2025 |
191
|
$720 M
|
| SYNOVUS FINANCIAL CORP |
2025 Q1
|
5/14/2025 |
1,484
|
$7.7 B
|
| PSquared Asset Management AG |
2025 Q1
|
5/14/2025 |
6
|
$130 M
|
| MetLife Inc |
2025 Q1
|
5/14/2025 |
6
|
$9.7 M
|
| Magma Venture Partners General Partner Ltd. |
2025 Q1
|
5/14/2025 |
3
|
$96 M
|
| Meritage Group LP |
2025 Q1
|
5/14/2025 |
17
|
$3.6 B
|
| Wealth Preservation Advisors, LLC |
2025 Q1
|
5/14/2025 |
684
|
$140 M
|
| Truvestments Capital LLC |
2025 Q1
|
5/14/2025 |
1,030
|
$460 M
|
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
2025 Q1
|
5/14/2025 |
1,096
|
$47 B
|
| CONTINENTAL GENERAL INSURANCE CO |
2025 Q1
|
5/14/2025 |
10
|
$290 M
|
| B. Metzler seel. Sohn & Co. AG |
2025 Q1
|
5/14/2025 |
1,171
|
$9.7 B
|
| Helix Partners Management LP |
2025 Q1
|
5/14/2025 |
12
|
$340 M
|
| Ripple Effect Asset Management LP |
2025 Q1
|
5/14/2025 |
21
|
$350 M
|
| KilterHowling LLC |
2025 Q1
|
5/14/2025 |
44
|
$150 M
|
| FWG Investments, LLC. |
2024 Q4
|
5/14/2025 |
125
|
$130 M
|
| Triad Wealth Partners, LLC |
2025 Q1
|
5/14/2025 |
212
|
$320 M
|
| Delta Investment Management, LLC |
2025 Q1
|
5/14/2025 |
238
|
$500 M
|