| ADVISORY RESEARCH INC |
2026 Q1
|
5/14/2026 |
170
|
$810 M
|
| Wolf Hill Capital Management, LP |
2026 Q1
|
5/14/2026 |
26
|
$1.0 B
|
| Glenorchy Capital Ltd |
2026 Q1
|
5/14/2026 |
67
|
$1.7 B
|
| Lodge Hill Capital, LLC |
2026 Q1
|
5/14/2026 |
22
|
$520 M
|
| BRISTOL JOHN W & CO INC /NY/ |
2026 Q1
|
5/14/2026 |
109
|
$6.1 B
|
| Fortis Advisors, LLC |
2026 Q1
|
5/14/2026 |
119
|
$200 M
|
| CVC Management Holdings II Ltd. |
2026 Q1
|
5/14/2026 |
3
|
$420 M
|
| Laurion Capital Management LP |
2026 Q1
|
5/14/2026 |
349
|
$2.3 B
|
| LEVEL FOUR ADVISORY SERVICES, LLC |
2026 Q1
|
5/14/2026 |
866
|
$3.0 B
|
| Mill Creek Capital Advisors, LLC |
2026 Q1
|
5/14/2026 |
260
|
$4.9 B
|
| PARK CIRCLE Co |
2026 Q1
|
5/14/2026 |
51
|
$110 M
|
| K2 PRINCIPAL FUND, L.P. |
2026 Q1
|
5/14/2026 |
487
|
$1.4 B
|
| Philadelphia Financial Management of San Francisco, LLC |
2026 Q1
|
5/14/2026 |
43
|
$350 M
|
| Sio Capital Management, LLC |
2026 Q1
|
5/14/2026 |
76
|
$700 M
|
| MYDA Advisors LLC |
2026 Q1
|
5/14/2026 |
151
|
$610 M
|
| BRANT POINT INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/14/2026 |
157
|
$780 M
|
| Mission Creek Capital Partners, Inc. |
2026 Q1
|
5/14/2026 |
219
|
$500 M
|
| First Eagle Investment Management, LLC |
2026 Q1 - RESTATEMENT
|
5/14/2026 |
602
|
$59 B
|
| Talos Eurisko Asset Management LP |
2026 Q1
|
5/14/2026 |
23
|
$590 M
|
| NORTHERN TRUST CORP |
2026 Q1
|
5/14/2026 |
19,864
|
$760 B
|
| Mason Investment Advisory Services, Inc. |
2026 Q1
|
5/14/2026 |
79
|
$2.2 B
|
| Schreiber John |
2026 Q1
|
5/14/2026 |
1
|
$0
|
| Rodgers Brothers Inc. |
2026 Q1
|
5/14/2026 |
242
|
$870 M
|
| Aft, Forsyth & Sober, LLC |
2026 Q1
|
5/14/2026 |
62
|
$330 M
|
| TRB Wealth Management, LLC |
2026 Q1
|
5/14/2026 |
333
|
$700 M
|
| Pillsbury Lake Capital LLC |
2026 Q1
|
5/14/2026 |
32
|
$220 M
|
| Dauntless Investment Group, LLC |
2026 Q1
|
5/14/2026 |
69
|
$150 M
|
| Redwood Investment Management, LLC |
2026 Q1
|
5/14/2026 |
265
|
$810 M
|
| Tripletail Wealth Management, LLC |
2026 Q1
|
5/14/2026 |
255
|
$73 M
|
| SATOVSKY ASSET MANAGEMENT LLC |
2026 Q1
|
5/14/2026 |
73
|
$570 M
|
| Trivant Custom Portfolio Group, LLC |
2026 Q1
|
5/14/2026 |
82
|
$180 M
|
| NEXTBio Capital Management LP |
2026 Q1
|
5/14/2026 |
24
|
$220 M
|
| Camarda Financial Advisors, LLC |
2026 Q1
|
5/14/2026 |
104
|
$190 M
|
| RiverPark Advisors, LLC |
2026 Q1
|
5/14/2026 |
170
|
$280 M
|
| Beaird Harris Wealth Management, LLC |
2026 Q1
|
5/14/2026 |
688
|
$1.5 B
|
| ShawSpring Partners LLC |
2026 Q1
|
5/14/2026 |
12
|
$270 M
|
| RAYMOND JAMES FINANCIAL INC |
2026 Q1
|
5/14/2026 |
13,521
|
$320 B
|
| Rudius Management LP |
2026 Q1
|
5/14/2026 |
6
|
$360 M
|
| Rialto Wealth Management, LLC |
2026 Q1
|
5/14/2026 |
1,730
|
$450 M
|
| Dana Investment Advisors, Inc. |
2026 Q1
|
5/14/2026 |
556
|
$3.4 B
|
| Pier Capital, LLC |
2026 Q1
|
5/14/2026 |
122
|
$610 M
|
| Rench Wealth Management, Inc. |
2026 Q1
|
5/14/2026 |
62
|
$330 M
|
| Maxi Investments CY Ltd |
2026 Q1
|
5/14/2026 |
83
|
$460 M
|
| Schreiber Kathleen |
2026 Q1
|
5/14/2026 |
1
|
$0
|
| Caldwell Investment Management Ltd. |
2026 Q1
|
5/14/2026 |
57
|
$260 M
|
| Virtu Financial LLC |
2026 Q1
|
5/14/2026 |
1,572
|
$2.4 B
|
| Babb Wealth Advisors LLC |
2026 Q1
|
5/14/2026 |
19
|
$180 M
|
| Ceeto Capital Group, LLC |
2026 Q1
|
5/14/2026 |
164
|
$330 M
|
| Arrington Capital Management, LLC |
2026 Q1
|
5/14/2026 |
33
|
$97 M
|
| American Family Investments, Inc. |
2026 Q1
|
5/14/2026 |
13
|
$3.8 B
|
| HighPoint Advisor Group LLC |
2026 Q1
|
5/14/2026 |
642
|
$2.4 B
|
| FOSTER DYKEMA CABOT & PARTNERS, LLC |
2026 Q1
|
5/14/2026 |
323
|
$1.6 B
|
| Financial Sense Advisors, Inc. |
2026 Q1
|
5/14/2026 |
142
|
$490 M
|
| EMORY UNIVERSITY |
2026 Q1
|
5/14/2026 |
7
|
$270 M
|
| AFT, FORSYTH & COMPANY, INC. |
2026 Q1
|
5/14/2026 |
123
|
$210 M
|
| HighPoint Advisor Group LLC |
2025 Q4 - NEW HOLDINGS
|
5/14/2026 |
630
|
$2.4 B
|
| Artemis Wealth Advisors, LLC |
2026 Q1
|
5/14/2026 |
45
|
$660 M
|
| Smead Capital Management, Inc. |
2026 Q1
|
5/14/2026 |
32
|
$4.6 B
|
| Blue Water Life Science Advisors, LP |
2026 Q1
|
5/14/2026 |
10
|
$120 M
|
| Rosalind Advisors, Inc. |
2026 Q1
|
5/14/2026 |
38
|
$250 M
|
| Vernal Point Advisors, LLC |
2026 Q1
|
5/14/2026 |
21
|
$250 M
|
| Integrity Financial Corp /WA |
2026 Q1
|
5/14/2026 |
292
|
$200 M
|
| MCGUIRE CAPITAL ADVISORS INC |
2026 Q1
|
5/14/2026 |
868
|
$160 M
|
| PRAGMA GESTAO DE PATRIMONIO LTD |
2026 Q1
|
5/14/2026 |
18
|
$190 M
|
| RWQ Financial Management Services, Inc. |
2026 Q1
|
5/14/2026 |
22
|
$150 M
|
| NICOLET BANKSHARES INC |
2026 Q1
|
5/14/2026 |
832
|
$2.7 B
|
| BROWN CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/14/2026 |
56
|
$700 M
|
| August Group Capital Ltd |
2026 Q1
|
5/14/2026 |
93
|
$86 M
|
| Timelo Investment Management Inc. |
2026 Q1
|
5/14/2026 |
51
|
$130 M
|
| Stonebridge Capital Advisors LLC |
2026 Q1
|
5/14/2026 |
211
|
$1.4 B
|
| Strategic Financial Planning, Inc. |
2026 Q1
|
5/14/2026 |
40
|
$170 M
|
| Financial Network Wealth Advisors LLC |
2026 Q1
|
5/14/2026 |
772
|
$98 M
|
| Morse Asset Management, Inc |
2026 Q1
|
5/14/2026 |
403
|
$480 M
|
| Harvest Portfolios Group Inc. |
2026 Q1
|
5/14/2026 |
260
|
$6.1 B
|
| Kilter Group LLC |
2026 Q1
|
5/14/2026 |
1,568
|
$230 M
|
| Marathon Trading Investment Management LLC |
2026 Q1
|
5/14/2026 |
389
|
$3.7 B
|
| Fort Point Capital Partners LLC |
2026 Q1
|
5/14/2026 |
225
|
$830 M
|
| Axim Planning & Wealth |
2026 Q1
|
5/14/2026 |
84
|
$82 M
|
| Gunpowder Capital Management, LLC dba Oliver Wealth Management |
2026 Q1
|
5/14/2026 |
408
|
$130 M
|
| BEACON INVESTMENT ADVISORS LLC |
2026 Q1
|
5/14/2026 |
171
|
$260 M
|
| RD Finance Ltd |
2026 Q1
|
5/14/2026 |
29
|
$88 M
|
| Arcadia Wealth Management, Inc. |
2026 Q1
|
5/14/2026 |
55
|
$180 M
|
| Alpha Advisors, LLC/VA |
2026 Q1
|
5/14/2026 |
47
|
$130 M
|
| JB CAPITAL PARTNERS LP |
2026 Q1
|
5/14/2026 |
85
|
$580 M
|
| Tudor Financial Inc. |
2026 Q1
|
5/14/2026 |
138
|
$200 M
|
| Siena Capital Partners GP, LLC |
2026 Q1
|
5/14/2026 |
100
|
$390 M
|
| Chancellor Financial Group WB LP |
2026 Q1
|
5/14/2026 |
140
|
$140 M
|
| BANC FUNDS CO LLC |
2026 Q1
|
5/14/2026 |
97
|
$540 M
|
| Corps Capital Advisors, LLC |
2026 Q1
|
5/14/2026 |
96
|
$120 M
|
| RGM Capital, LLC |
2026 Q1
|
5/14/2026 |
1
|
$0
|
| LOOMIS SAYLES & CO L P |
2026 Q1
|
5/14/2026 |
1,168
|
$74 B
|
| Roof Eidam Maycock Peralta, LLC |
2026 Q1
|
5/14/2026 |
125
|
$440 M
|
| CWM, LLC |
2026 Q1
|
5/14/2026 |
5,738
|
$38 B
|
| Sand Hill Global Advisors, LLC |
2026 Q1
|
5/14/2026 |
204
|
$3.0 B
|
| Game Creek Capital, LP |
2026 Q1
|
5/14/2026 |
93
|
$300 M
|
| John & Kathleen Schreiber Foundation |
2026 Q1
|
5/14/2026 |
4
|
$98 M
|
| Hall Kathryn A. |
2026 Q1
|
5/14/2026 |
1
|
$0
|
| Bare Financial Services, Inc |
2026 Q1
|
5/14/2026 |
2,857
|
$380 M
|
| Van Hulzen Asset Management, LLC |
2026 Q1
|
5/14/2026 |
363
|
$1.3 B
|
| Jupiter Wealth Management LLC |
2026 Q1
|
5/14/2026 |
90
|
$250 M
|