| Atlas FRM LLC |
2026 Q1
|
5/14/2026 |
41
|
$1.5 B
|
| 1832 Asset Management L.P. |
2026 Q1
|
5/14/2026 |
647
|
$110 B
|
| Veradace Capital Management LLC |
2026 Q1
|
5/14/2026 |
27
|
$110 M
|
| Menard Financial Group LLC |
2026 Q1
|
5/14/2026 |
82
|
$140 M
|
| EntryPoint Capital, LLC |
2026 Q1
|
5/14/2026 |
731
|
$340 M
|
| Beartown Capital Management, LLC |
2026 Q1
|
5/14/2026 |
42
|
$210 M
|
| Wilmar Advisors LLC |
2026 Q1
|
5/14/2026 |
27
|
$120 M
|
| Galvin, Gaustad & Stein, LLC |
2026 Q1
|
5/14/2026 |
252
|
$1.2 B
|
| Johns Hopkins University |
2026 Q1
|
5/14/2026 |
13
|
$1.4 B
|
| Ardent Capital Management, Inc. |
2026 Q1
|
5/14/2026 |
47
|
$230 M
|
| Thrive Capital Management, LLC |
2026 Q1
|
5/14/2026 |
5
|
$340 M
|
| MayTech Global Investments, LLC |
2026 Q1
|
5/14/2026 |
23
|
$820 M
|
| CANADA LIFE ASSURANCE Co |
2026 Q1
|
5/14/2026 |
1,921
|
$56 B
|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. |
2026 Q1
|
5/14/2026 |
4,052
|
$86 B
|
| Tao Capital Management LP |
2026 Q1
|
5/14/2026 |
8
|
$120 M
|
| PACIFIC FINANCIAL GROUP INC |
2026 Q1
|
5/14/2026 |
87
|
$190 M
|
| Dixon Mitchell Investment Counsel Inc. |
2026 Q1
|
5/14/2026 |
140
|
$2.9 B
|
| Dodge & Cox |
2026 Q1
|
5/14/2026 |
222
|
$180 B
|
| Baird Financial Group, Inc. |
2026 Q1
|
5/14/2026 |
3,212
|
$64 B
|
| MGO ONE SEVEN LLC |
2026 Q1
|
5/14/2026 |
1,399
|
$5.0 B
|
| Cedar Wealth Management, LLC |
2026 Q1
|
5/14/2026 |
89
|
$340 M
|
| Silvant Capital Management LLC |
2026 Q1
|
5/14/2026 |
411
|
$2.9 B
|
| Virtus Investment Advisers, LLC |
2026 Q1
|
5/14/2026 |
450
|
$360 M
|
| AUXIER ASSET MANAGEMENT LLC |
2026 Q1
|
5/14/2026 |
176
|
$700 M
|
| O'ROURKE & COMPANY, Inc |
2026 Q1
|
5/14/2026 |
171
|
$250 M
|
| Westerkirk Capital Inc. |
2026 Q1
|
5/14/2026 |
208
|
$930 M
|
| Ceredex Value Advisors LLC |
2026 Q1
|
5/14/2026 |
374
|
$3.2 B
|
| E&R Wealth Management, LLC |
2026 Q1
|
5/14/2026 |
12
|
$100 M
|
| Nutshell Asset Management Ltd |
2026 Q1
|
5/14/2026 |
35
|
$180 M
|
| RIVULET CAPITAL, LLC |
2026 Q1
|
5/14/2026 |
1
|
$0
|
| PlanVest Financial, Inc |
2026 Q1
|
5/14/2026 |
565
|
$130 M
|
| Bank of Marin |
2026 Q1
|
5/14/2026 |
152
|
$140 M
|
| Nixon Capital, LLC |
2026 Q1
|
5/14/2026 |
22
|
$290 M
|
| POTOMAC FUND MANAGEMENT INC /ADV |
2026 Q1
|
5/14/2026 |
105
|
$2.9 B
|
| Tikvah Management LLC |
2026 Q1
|
5/14/2026 |
21
|
$320 M
|
| Vision Capital Corp |
2026 Q1
|
5/14/2026 |
15
|
$400 M
|
| Peloton Wealth Strategists |
2026 Q1
|
5/14/2026 |
86
|
$250 M
|
| 1834 INVESTMENT ADVISORS CO |
2026 Q1
|
5/14/2026 |
206
|
$800 M
|
| HARBERT FUND ADVISORS, INC. |
2026 Q1
|
5/14/2026 |
2
|
$3.0 M
|
| Langdon Equity Partners |
2026 Q1
|
5/14/2026 |
11
|
$130 M
|
| Wind River Trust Co |
2026 Q1
|
5/14/2026 |
11
|
$270 M
|
| Meridian Wealth Partners, LLC |
2026 Q1
|
5/14/2026 |
118
|
$730 M
|
| RPG Investment Advisory, LLC |
2026 Q1
|
5/14/2026 |
92
|
$830 M
|
| Chou Associates Management Inc. |
2026 Q1
|
5/14/2026 |
31
|
$210 M
|
| Premier Fund Managers Ltd |
2026 Q1
|
5/14/2026 |
167
|
$1.4 B
|
| Fulcrum Asset Management LLP |
2026 Q1
|
5/14/2026 |
220
|
$660 M
|
| Investors Portfolio Services LLC |
2026 Q1
|
5/14/2026 |
717
|
$110 M
|
| Mudita Advisors LLP |
2026 Q1
|
5/14/2026 |
28
|
$490 M
|
| Hyperion Asset Management Ltd |
2026 Q1
|
5/14/2026 |
18
|
$3.1 B
|
| Newport Trust Company, LLC |
2026 Q1
|
5/14/2026 |
64
|
$41 B
|
| Tribune Investment Group LP |
2026 Q1
|
5/14/2026 |
30
|
$260 M
|
| BCWM, LLC |
2026 Q1
|
5/14/2026 |
57
|
$350 M
|
| Monte Financial Group, LLC |
2026 Q1
|
5/14/2026 |
100
|
$280 M
|
| Financial Engines Advisors L.L.C. |
2026 Q1
|
5/14/2026 |
530
|
$49 B
|
| Permanent Capital Management, LP |
2026 Q1
|
5/14/2026 |
155
|
$640 M
|
| Rare Wolf Capital LLC |
2026 Q1
|
5/14/2026 |
127
|
$150 M
|
| ACADEMY CAPITAL MANAGEMENT |
2026 Q1
|
5/14/2026 |
38
|
$700 M
|
| Regal Investment Advisors LLC |
2026 Q1
|
5/14/2026 |
653
|
$1.7 B
|
| SPG ADVISORS LLC |
2026 Q1
|
5/14/2026 |
10
|
$6.6 M
|
| 3 FACTOR INDEXING, LLC |
2026 Q1
|
5/14/2026 |
453
|
$110 M
|
| FIDUCIARY MANAGEMENT INC /WI/ |
2026 Q1
|
5/14/2026 |
62
|
$8.1 B
|
| Phillips Wealth Planners LLC |
2026 Q1
|
5/14/2026 |
210
|
$130 M
|
| SEG Family Corp. |
2026 Q1
|
5/14/2026 |
1
|
$230 M
|
| Van Berkom & Associates Inc. |
2026 Q1 - NEW HOLDINGS
|
5/14/2026 |
72
|
$3.1 B
|
| Requisite Capital Management, LLC |
2026 Q1
|
5/14/2026 |
114
|
$540 M
|
| TLT Family Holdco ULC |
2026 Q1
|
5/14/2026 |
8
|
$720 M
|
| SPWM Advisors LLC |
2026 Q1
|
5/14/2026 |
93
|
$120 M
|
| ARP Global Capital Ltd |
2026 Q1
|
5/14/2026 |
19
|
$170 M
|
| Palliser Capital (UK) Ltd |
2026 Q1
|
5/14/2026 |
5
|
$130 M
|
| TABLEAUX LLC |
2026 Q1
|
5/14/2026 |
113
|
$210 M
|
| Venator Management LLC |
2026 Q1
|
5/14/2026 |
28
|
$420 M
|
| Lingotto Investment Management LLP |
2026 Q1
|
5/14/2026 |
35
|
$5.1 B
|
| Passive Capital Management, LLC. |
2026 Q1
|
5/14/2026 |
104
|
$330 M
|
| Guardian Asset Advisors, LLC |
2026 Q1
|
5/14/2026 |
102
|
$170 M
|
| Granger Management LLC |
2026 Q1
|
5/14/2026 |
6
|
$360 M
|
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
2026 Q1
|
5/14/2026 |
1,848
|
$25 B
|
| Dynasty Wealth Management, LLC |
2026 Q1
|
5/14/2026 |
333
|
$11 B
|
| PJT Investments Corp. |
2026 Q1
|
5/14/2026 |
8
|
$250 M
|
| BRIGHT FINANCIAL ADVISORS, INC. |
2026 Q1
|
5/14/2026 |
67
|
$220 M
|
| Mount Capital Ltd |
2026 Q1
|
5/14/2026 |
18
|
$250 M
|
| Independent Franchise Partners LLP |
2026 Q1
|
5/14/2026 |
26
|
$14 B
|
| Macro Advisors, Inc. |
2026 Q1
|
5/14/2026 |
41
|
$240 M
|
| VIRTUS ADVISERS, LLC |
2026 Q1
|
5/14/2026 |
658
|
$220 M
|
| EDENTREE ASSET MANAGEMENT Ltd |
2026 Q1
|
5/14/2026 |
65
|
$330 M
|
| BLACKHILL CAPITAL INC |
2026 Q1
|
5/14/2026 |
49
|
$1.9 B
|
| Marble Bar Asset Management LLP |
2026 Q1
|
5/14/2026 |
30
|
$100 M
|
| CAMDEN ASSET MANAGEMENT L P /CA |
2026 Q1
|
5/14/2026 |
69
|
$2.9 B
|
| LCC Family Corp. |
2026 Q1
|
5/14/2026 |
1
|
$290 M
|
| Catalys Pacific, LLC |
2026 Q1
|
5/14/2026 |
2
|
$230 M
|
| One William Street Capital Management, L.P. |
2026 Q1
|
5/14/2026 |
16
|
$1.2 B
|
| Sandhill Capital Partners LLC |
2026 Q1
|
5/14/2026 |
96
|
$1.2 B
|
| Soleus Capital Management, L.P. |
2026 Q1
|
5/14/2026 |
93
|
$2.5 B
|
| Capital Planning Advisors, LLC |
2026 Q1
|
5/14/2026 |
146
|
$690 M
|
| ELKHORN PARTNERS LIMITED PARTNERSHIP |
2026 Q1
|
5/14/2026 |
48
|
$160 M
|
| Alpha Wealth Funds, LLC |
2026 Q1
|
5/14/2026 |
41
|
$150 M
|
| BTG Pactual Asset Management US LLC |
2026 Q1
|
5/14/2026 |
330
|
$1.2 B
|
| Knollwood Investment Advisory, LLC |
2026 Q1
|
5/14/2026 |
303
|
$990 M
|
| SWF LLC |
2026 Q1
|
5/14/2026 |
19
|
$1.1 B
|
| Woodbridge Co Ltd |
2026 Q1
|
5/14/2026 |
46
|
$28 B
|
| Patient Capital Management, LLC |
2026 Q1
|
5/14/2026 |
40
|
$2.7 B
|