| BROADWOOD CAPITAL INC |
2025 Q2
|
8/13/2025 |
13
|
$1.6 B
|
| Houlihan Financial Resource Group, Ltd. |
2025 Q2
|
8/13/2025 |
107
|
$240 M
|
| SOUTHPORT MANAGEMENT, L.L.C. |
2025 Q2
|
8/13/2025 |
24
|
$20 M
|
| Anson Funds Management LP |
2025 Q2
|
8/13/2025 |
106
|
$690 M
|
| Smead Capital Management, Inc. |
2025 Q2
|
8/13/2025 |
33
|
$5.0 B
|
| BRANDYWINE TRUST CO |
2025 Q2
|
8/13/2025 |
35
|
$650 M
|
| BONTEMPO OHLY CAPITAL MGMT LLC |
2025 Q2
|
8/13/2025 |
31
|
$220 M
|
| Papamarkou Wellner Asset Management inc. |
2025 Q2
|
8/13/2025 |
79
|
$150 M
|
| Conifer Management, L.L.C. |
2025 Q2
|
8/13/2025 |
6
|
$770 M
|
| Harvest Investment Advisors, LLC |
2025 Q2
|
8/13/2025 |
58
|
$160 M
|
| Theleme Partners LLP |
2025 Q2
|
8/13/2025 |
11
|
$1.6 B
|
| I.G.Y. Ltd |
2025 Q2
|
8/13/2025 |
3
|
$250 M
|
| Chieftain Capital Management, Inc. |
2025 Q2
|
8/13/2025 |
1
|
$0
|
| 140 Summer Partners LP |
2025 Q2
|
8/13/2025 |
17
|
$870 M
|
| Wharton Business Group, LLC |
2025 Q2
|
8/13/2025 |
137
|
$2.4 B
|
| USS Investment Management Ltd |
2025 Q2
|
8/13/2025 |
523
|
$17 B
|
| SHEPHERD KAPLAN KROCHUK, LLC |
2025 Q2
|
8/13/2025 |
57
|
$120 M
|
| Visionary Wealth Advisors |
2025 Q2
|
8/13/2025 |
568
|
$2.0 B
|
| KETTLE HILL CAPITAL MANAGEMENT, LLC |
2025 Q2
|
8/13/2025 |
41
|
$430 M
|
| GOODNOW INVESTMENT GROUP, LLC |
2025 Q2
|
8/13/2025 |
24
|
$1.1 B
|
| SurgoCap Partners LP |
2025 Q2
|
8/13/2025 |
13
|
$2.6 B
|
| Mantle Ridge LP |
2025 Q2
|
8/13/2025 |
2
|
$2.4 B
|
| AREX Capital Management, LP |
2025 Q2
|
8/13/2025 |
19
|
$51 M
|
| GROUP ONE TRADING LLC |
2025 Q2
|
8/13/2025 |
8,339
|
$45 B
|
| Edenbrook Capital, LLC |
2025 Q2
|
8/13/2025 |
46
|
$470 M
|
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/13/2025 |
38
|
$180 M
|
| BAROMETER CAPITAL MANAGEMENT INC. |
2025 Q2
|
8/13/2025 |
180
|
$360 M
|
| STAGE HARBOR FINANCIAL, LLC |
2025 Q2
|
8/13/2025 |
55
|
$120 M
|
| Tudor Financial Inc. |
2025 Q2
|
8/13/2025 |
134
|
$180 M
|
| DHK Financial Advisors, Inc. |
2025 Q2
|
8/13/2025 |
87
|
$170 M
|
| COBALT CAPITAL MANAGEMENT, INC. |
2025 Q2
|
8/13/2025 |
26
|
$210 M
|
| Ghisallo Capital Management LLC |
2025 Q2
|
8/13/2025 |
185
|
$3.7 B
|
| Ruane, Cunniff & Goldfarb L.P. |
2025 Q2
|
8/13/2025 |
43
|
$5.8 B
|
| Riggs Asset Managment Co. Inc. |
2025 Q2
|
8/13/2025 |
916
|
$410 M
|
| INFINITUM ASSET MANAGEMENT, LLC |
2025 Q2
|
8/13/2025 |
29
|
$450 M
|
| Granby Capital Management, LLC |
2025 Q2
|
8/13/2025 |
21
|
$180 M
|
| Financial Engines Advisors L.L.C. |
2025 Q2
|
8/13/2025 |
517
|
$50 B
|
| Wealth Advisors of Tampa Bay, LLC |
2025 Q2
|
8/13/2025 |
90
|
$270 M
|
| Hyperion Capital Advisors LP |
2025 Q2
|
8/13/2025 |
62
|
$160 M
|
| Wishbone Management, LP |
2025 Q2
|
8/13/2025 |
4
|
$220 M
|
| Marathon Partners Equity Management, LLC |
2025 Q2
|
8/13/2025 |
18
|
$120 M
|
| TrueWealth Financial Partners |
2025 Q2
|
8/13/2025 |
26
|
$180 M
|
| VANCE WEALTH, LLC |
2025 Q2
|
8/13/2025 |
118
|
$300 M
|
| SEAVIEW INVESTMENT MANAGERS LLC |
2025 Q2 - RESTATEMENT
|
8/13/2025 |
341
|
$470 M
|
| Seven Springs Wealth Group, LLC |
2025 Q2
|
8/13/2025 |
84
|
$400 M
|
| Cheviot Value Management, LLC |
2025 Q2
|
8/13/2025 |
433
|
$870 M
|
| SageView Advisory Group, LLC |
2025 Q2
|
8/13/2025 |
615
|
$2.6 B
|
| Cresset Asset Management, LLC |
2025 Q2
|
8/13/2025 |
1,624
|
$23 B
|
| Innovator Capital Management, LLC |
2025 Q2
|
8/13/2025 |
11
|
$6.5 M
|
| Saiph Capital, LLC |
2025 Q2
|
8/13/2025 |
65
|
$260 M
|
| Archon Capital Management LLC |
2025 Q2
|
8/13/2025 |
48
|
$120 M
|
| Proactive Wealth Strategies LLC |
2025 Q2
|
8/13/2025 |
135
|
$210 M
|
| Strategic Family Wealth Counselors, L.L.C. |
2025 Q2
|
8/13/2025 |
147
|
$350 M
|
| Oaktree Fund Advisors, LLC |
2025 Q2
|
8/13/2025 |
46
|
$58 M
|
| Finer Wealth Management, Inc. |
2025 Q2
|
8/13/2025 |
86
|
$190 M
|
| Gateway Wealth Partners, LLC |
2025 Q2
|
8/13/2025 |
355
|
$530 M
|
| Carroll Investors, Inc |
2025 Q2
|
8/13/2025 |
31
|
$190 M
|
| FTV Management Company, L.P. |
2025 Q2
|
8/13/2025 |
1
|
$5.4 M
|
| TEMA ETFS LLC |
2025 Q2
|
8/13/2025 |
165
|
$380 M
|
| Knollwood Investment Advisory, LLC |
2025 Q2
|
8/13/2025 |
354
|
$1.0 B
|
| TCM Advisors, LLC |
2025 Q2
|
8/13/2025 |
66
|
$1.1 B
|
| Lingotto Investment Management LLP |
2025 Q2
|
8/13/2025 |
45
|
$4.7 B
|
| Capital Advisors Wealth Management, LLC |
2025 Q2
|
8/13/2025 |
191
|
$640 M
|
| JB CAPITAL PARTNERS LP |
2025 Q2
|
8/13/2025 |
82
|
$540 M
|
| INDUS CAPITAL PARTNERS, LLC |
2025 Q2
|
8/13/2025 |
4
|
$80 M
|
| OAKTREE CAPITAL MANAGEMENT LP |
2025 Q2
|
8/13/2025 |
178
|
$5.8 B
|
| BROWN ADVISORY INC |
2025 Q2
|
8/13/2025 |
3,063
|
$76 B
|
| CMC Financial Group |
2025 Q2
|
8/13/2025 |
27
|
$44 M
|
| North Berkeley Wealth Management, LLC |
2025 Q2
|
8/13/2025 |
64
|
$110 M
|
| Four Tree Island Advisory LLC |
2025 Q2
|
8/13/2025 |
20
|
$140 M
|
| Hartford Funds Management Co LLC |
2025 Q2 - RESTATEMENT
|
8/13/2025 |
100
|
$1.2 B
|
| V3 Capital Management, L.P. |
2025 Q2
|
8/13/2025 |
1
|
$0
|
| Hendershot Investments Inc. |
2025 Q2
|
8/13/2025 |
129
|
$750 M
|
| Quantum Portfolio Management LLC |
2025 Q2
|
8/13/2025 |
232
|
$210 M
|
| Idaho Trust Co |
2025 Q2
|
8/13/2025 |
168
|
$280 M
|
| Amundi |
2025 Q2
|
8/13/2025 |
4,863
|
$290 B
|
| New Harbor Financial Group, LLC |
2025 Q2
|
8/13/2025 |
48
|
$440 M
|
| North Berkeley Wealth Management, LLC |
2025 Q1
|
8/13/2025 |
61
|
$96 M
|
| Shepherd Financial Partners LLC |
2025 Q2
|
8/13/2025 |
240
|
$950 M
|
| Harspring Capital Management, LLC |
2025 Q2
|
8/13/2025 |
17
|
$280 M
|
| Hengistbury Investment Partners LLP |
2025 Q2
|
8/13/2025 |
3
|
$150 M
|
| MORTON COMMUNITY BANK |
2025 Q2
|
8/13/2025 |
193
|
$400 M
|
| New Leaf Venture Partners, L.L.C. |
2025 Q2
|
8/13/2025 |
8
|
$53 M
|
| Merck & Co., Inc. |
2025 Q2
|
8/13/2025 |
13
|
$220 M
|
| ROSENBLUM SILVERMAN SUTTON S F INC /CA |
2025 Q2
|
8/13/2025 |
77
|
$410 M
|
| Avestar Capital, LLC |
2025 Q2
|
8/13/2025 |
492
|
$1.5 B
|
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2025 Q2
|
8/13/2025 |
7
|
$1.0 B
|
| VALINOR MANAGEMENT, L.P. |
2025 Q2
|
8/13/2025 |
2
|
$75 M
|
| Financial & Tax Architects, LLC |
2025 Q2
|
8/13/2025 |
93
|
$410 M
|
| Capula Management Ltd |
2025 Q2
|
8/13/2025 |
715
|
$11 B
|
| Standard Family Office LLC |
2025 Q2
|
8/13/2025 |
29
|
$85 M
|
| Thomas J. Herzfeld Advisors, Inc. |
2025 Q2
|
8/13/2025 |
108
|
$280 M
|
| Long Pond Capital, LP |
2025 Q2
|
8/13/2025 |
29
|
$1.6 B
|
| RFP Financial Group LLC |
2025 Q2
|
8/13/2025 |
92
|
$240 M
|
| Qtron Investments LLC |
2025 Q2
|
8/13/2025 |
404
|
$780 M
|
| FLOW TRADERS U.S. LLC |
2025 Q2
|
8/13/2025 |
915
|
$2.7 B
|
| Diametric Capital, LP |
2025 Q2
|
8/13/2025 |
316
|
$190 M
|
| SCS Capital Management LLC |
2025 Q2
|
8/13/2025 |
549
|
$9.0 B
|
| M Holdings Securities, Inc. |
2025 Q2
|
8/13/2025 |
157
|
$580 M
|
| MARSHALL WACE, LLP |
2025 Q2
|
8/13/2025 |
5,574
|
$89 B
|