| Cutler Capital Management, LLC |
2025 Q1
|
5/14/2025 |
117
|
$290 M
|
| Van Hulzen Asset Management, LLC |
2025 Q1
|
5/14/2025 |
313
|
$1.1 B
|
| NWF Advisory Services Inc. |
2024 Q4
|
5/14/2025 |
282
|
$680 M
|
| GROUP ONE TRADING LLC |
2025 Q1
|
5/14/2025 |
7,873
|
$34 B
|
| Winslow Capital Management, LLC |
2025 Q1
|
5/14/2025 |
156
|
$25 B
|
| CIBC Private Wealth Group LLC |
2025 Q1
|
5/14/2025 |
3,531
|
$47 B
|
| Pamplona Capital Management, LLC |
2025 Q1
|
5/14/2025 |
6
|
$630 M
|
| RAMSEY QUANTITATIVE SYSTEMS |
2025 Q1
|
5/14/2025 |
2
|
$95 M
|
| Stonegate Management LLC |
2025 Q1
|
5/14/2025 |
1
|
$0
|
| STUDIO INVESTMENT MANAGEMENT LLC |
2025 Q1
|
5/14/2025 |
320
|
$480 M
|
| ADAMS STREET PARTNERS LLC |
2025 Q1
|
5/14/2025 |
7
|
$110 M
|
| TME FINANCIAL, INC. |
2025 Q1
|
5/14/2025 |
72
|
$120 M
|
| Kuhn & Co Investment Counsel |
2025 Q1
|
5/14/2025 |
127
|
$120 M
|
| RiverFront Investment Group, LLC |
2025 Q1
|
5/14/2025 |
289
|
$4.5 B
|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
2025 Q1
|
5/14/2025 |
23
|
$2.5 B
|
| Sanders Capital, LLC |
2025 Q1
|
5/14/2025 |
47
|
$67 B
|
| Farmers National Bank |
2024 Q4
|
5/14/2025 |
209
|
$340 M
|
| Toronado Partners, LLC |
2025 Q1
|
5/14/2025 |
11
|
$140 M
|
| Hollow Brook Wealth Management LLC |
2025 Q1
|
5/14/2025 |
85
|
$340 M
|
| First Washington CORP |
2025 Q1
|
5/14/2025 |
57
|
$280 M
|
| Diametric Capital, LP |
2025 Q1
|
5/14/2025 |
210
|
$84 M
|
| Farmers National Bank |
2025 Q1
|
5/14/2025 |
231
|
$350 M
|
| Bedell Frazier Investment Counselling, LLC |
2025 Q1
|
5/14/2025 |
102
|
$390 M
|
| Stonebridge Capital Advisors LLC |
2025 Q1
|
5/14/2025 |
210
|
$1.2 B
|
| Quartz Partners, LLC |
2025 Q1
|
5/14/2025 |
146
|
$160 M
|
| Hartree Partners, LP |
2025 Q1
|
5/14/2025 |
51
|
$280 M
|
| Multicoin Capital Management, LLC |
2025 Q1
|
5/14/2025 |
2
|
$96 M
|
| Legend Financial Advisors, Inc. |
2025 Q1
|
5/14/2025 |
37
|
$140 M
|
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
2025 Q1
|
5/14/2025 |
110
|
$6.5 B
|
| DOHENY ASSET MANAGEMENT /CA |
2025 Q1
|
5/14/2025 |
66
|
$130 M
|
| B&D White Capital Company, LLC |
2025 Q1
|
5/14/2025 |
53
|
$680 M
|
| Aurelius Capital Management, LP |
2025 Q1
|
5/14/2025 |
5
|
$9.5 M
|
| APG Asset Management N.V. |
2025 Q1
|
5/14/2025 |
548
|
$32 B
|
| Smartleaf Asset Management LLC |
2025 Q1
|
5/14/2025 |
2,860
|
$1.0 B
|
| RBO & CO LLC |
2025 Q1
|
5/14/2025 |
53
|
$630 M
|
| BAHL & GAYNOR INC |
2025 Q1
|
5/14/2025 |
337
|
$20 B
|
| Westwood Wealth Management |
2025 Q1
|
5/14/2025 |
45
|
$230 M
|
| Biondo Investment Advisors, LLC |
2025 Q1
|
5/14/2025 |
85
|
$700 M
|
| STILWELL VALUE LLC |
2025 Q1
|
5/14/2025 |
30
|
$190 M
|
| JRM Investment Counsel, LLC |
2025 Q1
|
5/14/2025 |
20
|
$290 M
|
| AEW CAPITAL MANAGEMENT L P |
2025 Q1
|
5/14/2025 |
91
|
$2.0 B
|
| VALUEWORKS LLC |
2025 Q1
|
5/14/2025 |
33
|
$270 M
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2025 Q1
|
5/14/2025 |
3,648
|
$120 B
|
| Avalon Advisory Group |
2025 Q1
|
5/14/2025 |
15
|
$210 M
|
| ELWOOD CAPITAL PARTNERS LP |
2025 Q1
|
5/14/2025 |
23
|
$120 M
|
| LONG WALK MANAGEMENT LP |
2025 Q1
|
5/14/2025 |
11
|
$310 M
|
| GOLDENTREE ASSET MANAGEMENT LP |
2025 Q1
|
5/14/2025 |
34
|
$1.4 B
|
| Capula Management Ltd |
2025 Q1
|
5/14/2025 |
860
|
$18 B
|
| SCS Capital Management LLC |
2025 Q1
|
5/14/2025 |
513
|
$7.9 B
|
| Susquehanna Portfolio Strategies, LLC |
2025 Q1
|
5/14/2025 |
160
|
$230 M
|
| SIG North Trading, ULC |
2025 Q1
|
5/14/2025 |
257
|
$3.2 B
|
| Siren, L.L.C. |
2025 Q1
|
5/14/2025 |
117
|
$1.8 B
|
| Thomist Capital Management, LP |
2025 Q1
|
5/14/2025 |
38
|
$250 M
|
| Avestar Capital, LLC |
2025 Q1
|
5/14/2025 |
485
|
$1.2 B
|
| SALT Holding Corp. |
2025 Q1
|
5/14/2025 |
12
|
$110 M
|
| Miramar Fiduciary Corp |
2018 Q4 - NEW HOLDINGS
|
5/14/2025 |
17
|
$94 M
|
| Shannon River Fund Management LLC |
2025 Q1
|
5/14/2025 |
14
|
$380 M
|
| Miramar Fiduciary Corp |
2019 Q1 - NEW HOLDINGS
|
5/14/2025 |
5
|
$100 M
|
| Clarity Asset Management, Inc. |
2025 Q1
|
5/14/2025 |
215
|
$160 M
|
| Northstar Financial Companies, Inc. |
2025 Q1
|
5/14/2025 |
104
|
$92 M
|
| NEXT CENTURY GROWTH INVESTORS LLC |
2025 Q1
|
5/14/2025 |
123
|
$1.1 B
|
| GUARDIAN CAPITAL LP |
2025 Q1
|
5/14/2025 |
150
|
$2.5 B
|
| RCF Management L.L.C. |
2025 Q1
|
5/14/2025 |
1
|
$100 M
|
| Miramar Fiduciary Corp |
2019 Q2 - NEW HOLDINGS
|
5/14/2025 |
5
|
$86 M
|
| Miramar Fiduciary Corp |
2019 Q3 - NEW HOLDINGS
|
5/14/2025 |
4
|
$58 M
|
| Cota Capital Management, LLC |
2025 Q1
|
5/14/2025 |
1
|
$220 k
|
| Miramar Fiduciary Corp |
2019 Q4 - NEW HOLDINGS
|
5/14/2025 |
4
|
$45 M
|
| Susquehanna Capital Management, LLC |
2025 Q1
|
5/14/2025 |
2
|
$180 M
|
| Quantum Portfolio Management LLC |
2025 Q1
|
5/14/2025 |
273
|
$200 M
|
| Valtinson Bruner Financial Planning LLC |
2025 Q1
|
5/14/2025 |
145
|
$300 M
|
| Endurance Services Ltd |
2025 Q1
|
5/14/2025 |
14
|
$540 M
|
| QUEST INVESTMENT MANAGEMENT LLC |
2025 Q1
|
5/14/2025 |
80
|
$810 M
|
| D L CARLSON INVESTMENT GROUP INC |
2025 Q1
|
5/14/2025 |
136
|
$520 M
|
| Miramar Fiduciary Corp |
2020 Q1
|
5/14/2025 |
4
|
$91 M
|
| Tekne Capital Management, LLC |
2025 Q1
|
5/14/2025 |
9
|
$260 M
|
| Miramar Fiduciary Corp |
2020 Q2
|
5/14/2025 |
4
|
$160 M
|
| Miramar Fiduciary Corp |
2020 Q3
|
5/14/2025 |
4
|
$160 M
|
| REGIMEN WEALTH, LLC |
2025 Q1
|
5/14/2025 |
65
|
$310 M
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2025 Q1
|
5/14/2025 |
14,161
|
$590 B
|
| Pine Harbor Wealth Management, LLC |
2025 Q1
|
5/14/2025 |
94
|
$250 M
|
| Miramar Fiduciary Corp |
2020 Q4 - NEW HOLDINGS
|
5/14/2025 |
4
|
$190 M
|
| Tri Locum Partners LP |
2025 Q1
|
5/14/2025 |
22
|
$190 M
|
| F/M Investments LLC |
2025 Q1
|
5/14/2025 |
391
|
$2.5 B
|
| HEIGHTS CAPITAL MANAGEMENT, INC |
2025 Q1
|
5/14/2025 |
129
|
$210 M
|
| CASCADE INVESTMENT GROUP, INC. |
2025 Q1
|
5/14/2025 |
131
|
$130 M
|
| SUSQUEHANNA ADVISORS GROUP, INC. |
2025 Q1
|
5/14/2025 |
100
|
$2.4 B
|
| Patten Group, Inc. |
2025 Q1
|
5/14/2025 |
249
|
$440 M
|
| TD Capital Management LLC |
2025 Q1
|
5/14/2025 |
697
|
$990 M
|
| Graney & King, LLC |
2025 Q1
|
5/14/2025 |
346
|
$130 M
|
| JOHO CAPITAL LLC |
2025 Q1
|
5/14/2025 |
8
|
$580 M
|
| Orion Portfolio Solutions, LLC |
2025 Q1
|
5/14/2025 |
1,817
|
$10 B
|
| TEMA ETFS LLC |
2025 Q1
|
5/14/2025 |
147
|
$330 M
|
| Rockefeller Capital Management L.P. |
2025 Q1
|
5/14/2025 |
3,118
|
$41 B
|
| AKO CAPITAL LLP |
2025 Q1
|
5/14/2025 |
26
|
$7.7 B
|
| Monterey Private Wealth, Inc. |
2025 Q1
|
5/14/2025 |
138
|
$340 M
|
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
2025 Q1
|
5/14/2025 |
10
|
$2.9 B
|
| Rosalind Advisors, Inc. |
2025 Q1
|
5/14/2025 |
34
|
$210 M
|
| Rodgers Brothers Inc. |
2025 Q1
|
5/14/2025 |
234
|
$750 M
|
| Miramar Fiduciary Corp |
2021 Q1 - NEW HOLDINGS
|
5/14/2025 |
3
|
$24 M
|
| Purus Wealth Management, LLC |
2025 Q1
|
5/14/2025 |
119
|
$240 M
|