| Optimize Financial Inc |
2025 Q2
|
8/13/2025 |
231
|
$160 M
|
| KENNEDY CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/13/2025 |
581
|
$4.2 B
|
| Saturn V Capital Management LP |
2025 Q2
|
8/13/2025 |
24
|
$250 M
|
| FPC INVESTMENT ADVISORY, INC. |
2025 Q2
|
8/13/2025 |
28
|
$160 M
|
| EverSource Wealth Advisors, LLC |
2025 Q2
|
8/13/2025 |
12,073
|
$2.2 B
|
| StoneX Group Inc. |
2024 Q4 - RESTATEMENT
|
8/13/2025 |
433
|
$1.6 B
|
| Alpha Family Trust |
2025 Q2
|
8/13/2025 |
189
|
$200 M
|
| PRAGMA GESTAO DE PATRIMONIO LTD |
2025 Q2
|
8/13/2025 |
20
|
$230 M
|
| V3 Holding Ltd |
2025 Q2
|
8/13/2025 |
2
|
$470 M
|
| Menard Financial Group LLC |
2025 Q2
|
8/13/2025 |
93
|
$170 M
|
| Foyston, Gordon, & Payne Inc |
2025 Q2
|
8/13/2025 |
53
|
$440 M
|
| Piedmont Capital Management, LLC |
2025 Q2
|
8/13/2025 |
55
|
$170 M
|
| FEDERATED HERMES, INC. |
2025 Q2
|
8/13/2025 |
4,129
|
$53 B
|
| Florida Trust Wealth Management Co |
2025 Q2
|
8/13/2025 |
677
|
$3.3 B
|
| MCMORGAN & CO LLC |
2025 Q2
|
8/13/2025 |
57
|
$680 M
|
| StoneX Group Inc. |
2024 Q3 - NEW HOLDINGS
|
8/13/2025 |
388
|
$220 M
|
| SATOVSKY ASSET MANAGEMENT LLC |
2025 Q2
|
8/13/2025 |
64
|
$470 M
|
| Villanova Investment Management Co LLC |
2025 Q2
|
8/13/2025 |
54
|
$97 M
|
| StoneX Group Inc. |
2024 Q3 - RESTATEMENT
|
8/13/2025 |
303
|
$1.2 B
|
| ESL Trust Services, LLC |
2025 Q2
|
8/13/2025 |
229
|
$490 M
|
| Parafestas Anastasios |
2025 Q2
|
8/13/2025 |
2
|
$390.00
|
| Bollard Group LLC |
2025 Q2
|
8/13/2025 |
295
|
$4.4 B
|
| Banco de Sabadell, S.A |
2025 Q2
|
8/13/2025 |
64
|
$140 M
|
| ALERUS FINANCIAL NA |
2025 Q2
|
8/13/2025 |
511
|
$1.4 B
|
| Barbara Oil Co. |
2025 Q2
|
8/13/2025 |
78
|
$250 M
|
| StoneX Group Inc. |
2024 Q2 - NEW HOLDINGS
|
8/13/2025 |
376
|
$210 M
|
| Voss Capital, LP |
2025 Q2
|
8/13/2025 |
54
|
$1.5 B
|
| Elizabeth Park Capital Advisors, Ltd. |
2025 Q2
|
8/13/2025 |
41
|
$110 M
|
| StoneX Group Inc. |
2024 Q2 - RESTATEMENT
|
8/13/2025 |
295
|
$1.0 B
|
| Navis Wealth Advisors, LLC |
2025 Q2
|
8/13/2025 |
114
|
$120 M
|
| BlackDiamond Wealth Management, LLC |
2025 Q2
|
8/13/2025 |
164
|
$170 M
|
| SILVERBACK ASSET MANAGEMENT LLC |
2025 Q2
|
8/13/2025 |
65
|
$710 M
|
| WINSLOW ASSET MANAGEMENT INC |
2025 Q2
|
8/13/2025 |
76
|
$500 M
|
| 1832 Asset Management L.P. |
2025 Q2
|
8/13/2025 |
652
|
$130 B
|
| Independent Franchise Partners LLP |
2025 Q2
|
8/13/2025 |
25
|
$15 B
|
| NYL Investors LLC |
2025 Q2
|
8/13/2025 |
38
|
$360 M
|
| Greenhouse Funds LLLP |
2025 Q2
|
8/13/2025 |
34
|
$2.4 B
|
| Stanley Capital Management, LLC |
2025 Q2
|
8/13/2025 |
39
|
$590 M
|
| Plan Group Financial, LLC |
2025 Q2
|
8/13/2025 |
159
|
$300 M
|
| Sands Capital Alternatives, LLC |
2025 Q2
|
8/13/2025 |
19
|
$510 M
|
| CW Advisors, LLC |
2025 Q2
|
8/13/2025 |
1,179
|
$10 B
|
| Acorns Advisers, LLC |
2025 Q2
|
8/13/2025 |
85
|
$12 B
|
| BENEDICT FINANCIAL ADVISORS INC |
2025 Q2
|
8/13/2025 |
127
|
$440 M
|
| JT Stratford LLC |
2025 Q2
|
8/13/2025 |
302
|
$660 M
|
| Elios Financial Group Inc. |
2025 Q2
|
8/13/2025 |
120
|
$220 M
|
| Virtus Fixed Income Advisers, LLC |
2025 Q2
|
8/13/2025 |
27
|
$110 M
|
| LOCUST WOOD CAPITAL ADVISERS, LLC |
2025 Q2
|
8/13/2025 |
56
|
$3.8 B
|
| KilterHowling LLC |
2025 Q2
|
8/13/2025 |
46
|
$170 M
|
| NEW YORK LIFE INSURANCE CO |
2025 Q2
|
8/13/2025 |
5
|
$350 M
|
| SANDS CAPITAL MANAGEMENT, LLC |
2025 Q2
|
8/13/2025 |
66
|
$35 B
|
| McCollum Christoferson Group LLC |
2025 Q2
|
8/13/2025 |
68
|
$340 M
|
| Triavera Capital LLC |
2025 Q2
|
8/13/2025 |
18
|
$190 M
|
| Latash Investments, LLC |
2025 Q2
|
8/13/2025 |
18
|
$130 M
|
| Argyle Capital Partners, LLC |
2025 Q2
|
8/13/2025 |
169
|
$120 M
|
| PharVision Advisers, LLC |
2025 Q2
|
8/13/2025 |
267
|
$70 M
|
| Argyle Capital Partners, LLC |
2025 Q1
|
8/13/2025 |
159
|
$120 M
|
| Peloton Wealth Strategists |
2025 Q2
|
8/13/2025 |
89
|
$250 M
|
| Argyle Capital Partners, LLC |
2024 Q4
|
8/13/2025 |
156
|
$120 M
|
| IAG Wealth Partners, LLC |
2025 Q2
|
8/13/2025 |
495
|
$760 M
|
| HUTNER CAPITAL MANAGEMENT INC |
2025 Q2
|
8/13/2025 |
44
|
$220 M
|
| Dai-ichi Life Insurance Company, Ltd |
2025 Q2
|
8/13/2025 |
483
|
$3.6 B
|
| Allie Family Office LLC |
2025 Q2
|
8/13/2025 |
97
|
$200 M
|
| INVESCO SENIOR SECURED MANAGEMENT INC /ADV |
2025 Q2
|
8/13/2025 |
7
|
$71 M
|
| Dai-ichi Life Holdings, Inc. |
2025 Q2
|
8/13/2025 |
20
|
$86 M
|
| Empire Financial Management Company, LLC |
2025 Q2
|
8/13/2025 |
196
|
$350 M
|
| MAPLELANE CAPITAL, LLC |
2025 Q2
|
8/13/2025 |
243
|
$3.6 B
|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
2025 Q2
|
8/13/2025 |
1,919
|
$140 B
|
| D L CARLSON INVESTMENT GROUP INC |
2025 Q2
|
8/13/2025 |
130
|
$550 M
|
| Westerkirk Capital Inc. |
2025 Q2
|
8/13/2025 |
231
|
$810 M
|
| Sio Capital Management, LLC |
2025 Q2
|
8/13/2025 |
52
|
$260 M
|
| NBW CAPITAL LLC |
2025 Q2
|
8/13/2025 |
111
|
$460 M
|
| M&T Bank Corp |
2025 Q2
|
8/13/2025 |
12,763
|
$29 B
|
| Quantbot Technologies LP |
2025 Q2
|
8/13/2025 |
1,595
|
$3.9 B
|
| Momentous Wealth Management, Inc. |
2025 Q2
|
8/13/2025 |
46
|
$150 M
|
| Portfolio Design Labs, LLC |
2025 Q2
|
8/13/2025 |
149
|
$510 M
|
| BRANDES INVESTMENT PARTNERS, LP |
2025 Q2
|
8/13/2025 |
454
|
$11 B
|
| TIMUCUAN ASSET MANAGEMENT INC/FL |
2025 Q2
|
8/13/2025 |
28
|
$3.4 B
|
| Tekne Capital Management, LLC |
2025 Q2
|
8/13/2025 |
7
|
$290 M
|
| SEVEN GRAND MANAGERS, LLC |
2025 Q2
|
8/13/2025 |
62
|
$830 M
|
| Arena Capital Advisors, LLC- CA |
2025 Q2
|
8/13/2025 |
19
|
$69 M
|
| Riverview Capital Advisers, LLC |
2025 Q2
|
8/13/2025 |
97
|
$350 M
|
| ROBOTTI ROBERT |
2025 Q2
|
8/13/2025 |
84
|
$600 M
|
| ARK & TLK INVESTMENTS, LLC |
2025 Q2
|
8/13/2025 |
116
|
$310 M
|
| Cota Capital Management, LLC |
2025 Q2
|
8/13/2025 |
1
|
$180 k
|
| OSAIC HOLDINGS, INC. |
2025 Q2
|
8/13/2025 |
14,286
|
$45 B
|
| Manning & Napier Advisors LLC |
2025 Q2
|
8/13/2025 |
304
|
$8.4 B
|
| Fi3 FINANCIAL ADVISORS, LLC |
2025 Q2
|
8/13/2025 |
167
|
$280 M
|
| Nearwater Capital Markets, Ltd |
2025 Q2
|
8/13/2025 |
103
|
$6.3 B
|
| Wills Financial Group LLC |
2025 Q2
|
8/13/2025 |
69
|
$230 M
|
| CERTIOR FINANCIAL GROUP, LLC |
2025 Q2
|
8/13/2025 |
120
|
$130 M
|
| Constitution Capital LLC |
2025 Q2
|
8/13/2025 |
56
|
$200 M
|
| Trek Financial, LLC |
2025 Q2
|
8/13/2025 |
418
|
$1.5 B
|
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
2025 Q2
|
8/13/2025 |
398
|
$3.7 B
|
| River Wealth Advisors LLC |
2025 Q2
|
8/13/2025 |
202
|
$800 M
|
| Thomist Capital Management, LP |
2025 Q2
|
8/13/2025 |
43
|
$270 M
|
| Chou Associates Management Inc. |
2025 Q2
|
8/13/2025 |
31
|
$180 M
|
| Berbice Capital Management LLC |
2025 Q2
|
8/13/2025 |
173
|
$140 M
|
| Maren Capital LLC |
2025 Q2
|
8/13/2025 |
25
|
$1.7 B
|
| Groupe la Francaise |
2025 Q2
|
8/13/2025 |
525
|
$6.2 B
|
| DRH Investments, Inc. |
2025 Q2
|
8/13/2025 |
11
|
$97 M
|