| BISLETT MANAGEMENT, LLC |
2025 Q1
|
5/14/2025 |
14
|
$140 M
|
| Channing Capital Management, LLC |
2025 Q1
|
5/14/2025 |
105
|
$3.3 B
|
| CW Advisors, LLC |
2025 Q1
|
5/14/2025 |
1,064
|
$8.3 B
|
| Capital Wealth Alliance, LLC |
2025 Q1
|
5/14/2025 |
72
|
$170 M
|
| Summit Financial, LLC |
2025 Q1
|
5/14/2025 |
706
|
$3.6 B
|
| Rhino Investment Partners, Inc |
2025 Q1
|
5/14/2025 |
45
|
$410 M
|
| Estate Counselors, LLC |
2025 Q1
|
5/14/2025 |
91
|
$960 M
|
| Brown Shipley& Co Ltd |
2025 Q1
|
5/14/2025 |
63
|
$180 M
|
| WADDELL & ASSOCIATES, LLC |
2025 Q1 - RESTATEMENT
|
5/14/2025 |
159
|
$820 M
|
| Bruce & Co., Inc. |
2025 Q1
|
5/14/2025 |
42
|
$310 M
|
| Martin Investment Management, LLC |
2025 Q1
|
5/14/2025 |
50
|
$400 M
|
| United Asset Strategies, Inc. |
2025 Q1
|
5/14/2025 |
234
|
$1.1 B
|
| Patient Capital Management, LLC |
2025 Q1
|
5/14/2025 |
39
|
$1.9 B
|
| Medina Value Partners, LLC |
2025 Q1
|
5/14/2025 |
20
|
$350 M
|
| Birnam Oak Advisors, LP |
2025 Q1
|
5/14/2025 |
41
|
$550 M
|
| Hudson Bay Capital Management LP |
2025 Q1
|
5/14/2025 |
1,339
|
$32 B
|
| Aull & Monroe Investment Management Corp |
2025 Q1
|
5/14/2025 |
122
|
$200 M
|
| ADVISORY RESEARCH INC |
2025 Q1
|
5/14/2025 |
184
|
$570 M
|
| Investure, LLC |
2025 Q1
|
5/14/2025 |
16
|
$1.5 B
|
| CAMDEN ASSET MANAGEMENT L P /CA |
2025 Q1
|
5/14/2025 |
90
|
$3.7 B
|
| KCM INVESTMENT ADVISORS LLC |
2025 Q1
|
5/14/2025 |
362
|
$2.8 B
|
| WULFF, HANSEN & CO. |
2025 Q1
|
5/14/2025 |
98
|
$110 M
|
| FIDUCIARY MANAGEMENT INC /WI/ |
2025 Q1
|
5/14/2025 |
66
|
$10 B
|
| Blue Whale Capital LLP |
2025 Q1
|
5/14/2025 |
21
|
$1.2 B
|
| Leslie Global Wealth, LLC |
2025 Q1
|
5/14/2025 |
75
|
$210 M
|
| Cunning Capital Partners, LP |
2025 Q1
|
5/14/2025 |
54
|
$160 M
|
| COURAGE CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/14/2025 |
12
|
$49 M
|
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC |
2025 Q1
|
5/14/2025 |
58
|
$490 M
|
| Verger Capital Management LLC |
2025 Q1
|
5/14/2025 |
14
|
$230 M
|
| Strategies Wealth Advisors, LLC |
2025 Q1
|
5/14/2025 |
176
|
$820 M
|
| ALLSTATE CORP |
2025 Q1
|
5/14/2025 |
632
|
$3.4 B
|
| SPROTT INC. |
2025 Q1
|
5/14/2025 |
195
|
$1.8 B
|
| Arnhold LLC |
2025 Q1
|
5/14/2025 |
115
|
$990 M
|
| Gitterman Wealth Management, LLC |
2025 Q1
|
5/14/2025 |
131
|
$380 M
|
| Strategic Financial Planning, Inc. |
2025 Q1
|
5/14/2025 |
35
|
$150 M
|
| Kestra Advisory Services, LLC |
2025 Q1
|
5/14/2025 |
2,747
|
$21 B
|
| LAFFER TENGLER INVESTMENTS, INC. |
2025 Q1
|
5/14/2025 |
132
|
$470 M
|
| PB INVESTMENT PARTNERS, L.P. |
2025 Q1
|
5/14/2025 |
8
|
$130 M
|
| CIBC Capital Markets (Europe) S.A. |
2025 Q1
|
5/14/2025 |
10
|
$65 M
|
| Banco de Sabadell, S.A |
2025 Q1
|
5/14/2025 |
57
|
$130 M
|
| Optimize Financial Inc |
2025 Q1
|
5/14/2025 |
3
|
$130 M
|
| Polaris Capital Management, LLC |
2025 Q1
|
5/14/2025 |
91
|
$1.7 B
|
| Troy Asset Management Ltd |
2025 Q1
|
5/14/2025 |
30
|
$3.1 B
|
| 1620 INVESTMENT ADVISORS, INC. |
2025 Q1
|
5/14/2025 |
689
|
$130 M
|
| NZS Capital, LLC |
2025 Q1
|
5/14/2025 |
59
|
$2.2 B
|
| Peak XV Partners Operations LLC |
2025 Q1
|
5/14/2025 |
4
|
$210 M
|
| CIBC WORLD MARKET INC. |
2025 Q1
|
5/14/2025 |
1,352
|
$47 B
|
| NEA Management Company, LLC |
2025 Q1
|
5/14/2025 |
38
|
$1.3 B
|
| Beutel, Goodman & Co Ltd. |
2025 Q1 - RESTATEMENT
|
5/14/2025 |
205
|
$17 B
|
| Fisher Asset Management, LLC |
2025 Q1
|
5/14/2025 |
999
|
$230 B
|
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
2025 Q1
|
5/14/2025 |
114
|
$1.8 B
|
| Santa Clara Valley Transportation Authority |
2025 Q1
|
5/14/2025 |
4
|
$100 M
|
| SEEDS INVESTOR LLC |
2025 Q1
|
5/14/2025 |
247
|
$360 M
|
| Portfolio Design Labs, LLC |
2025 Q1
|
5/14/2025 |
190
|
$480 M
|
| Catalys Pacific, LLC |
2025 Q1
|
5/14/2025 |
2
|
$150 M
|
| PINEBRIDGE INVESTMENTS, L.P. |
2025 Q1
|
5/14/2025 |
717
|
$13 B
|
| CAPITAL COUNSEL LLC/NY |
2025 Q1
|
5/14/2025 |
56
|
$2.3 B
|
| ELKHORN PARTNERS LIMITED PARTNERSHIP |
2025 Q1
|
5/14/2025 |
35
|
$150 M
|
| Clarity Financial LLC |
2025 Q1
|
5/14/2025 |
108
|
$870 M
|
| North Peak Capital Management, LLC |
2025 Q1
|
5/14/2025 |
8
|
$1.0 B
|
| NESTEGG ADVISORS, INC. |
2025 Q1
|
5/14/2025 |
44
|
$94 M
|
| River Wealth Advisors LLC |
2025 Q1
|
5/14/2025 |
197
|
$720 M
|
| KELLEHER FINANCIAL ADVISORS |
2025 Q1
|
5/14/2025 |
127
|
$250 M
|
| Axiom Financial Strategies, LLC |
2025 Q1
|
5/14/2025 |
48
|
$170 M
|
| Kiltearn Partners LLP |
2025 Q1
|
5/14/2025 |
29
|
$520 M
|
| Wolf Hill Capital Management, LP |
2025 Q1
|
5/14/2025 |
35
|
$1.4 B
|
| Artal Group S.A. |
2025 Q1
|
5/14/2025 |
2
|
$880 M
|
| COMPASS ROSE ASSET MANAGEMENT, LP |
2025 Q1
|
5/14/2025 |
20
|
$320 M
|
| Estabrook Capital Management |
2025 Q1
|
5/14/2025 |
330
|
$620 M
|
| HUNTINGTON NATIONAL BANK |
2025 Q1
|
5/14/2025 |
5,390
|
$14 B
|
| Banque de Luxembourg S.A. |
2025 Q1
|
5/14/2025 |
87
|
$170 M
|
| BRISTOL JOHN W & CO INC /NY/ |
2025 Q1
|
5/14/2025 |
96
|
$5.9 B
|
| AUXIER ASSET MANAGEMENT |
2025 Q1
|
5/14/2025 |
172
|
$670 M
|
| Baron Wealth Management LLC |
2025 Q1
|
5/14/2025 |
210
|
$230 M
|
| Fortress Investment Group LLC |
2025 Q1
|
5/14/2025 |
38
|
$460 M
|
| WINMILL & CO. INC |
2025 Q1
|
5/14/2025 |
95
|
$330 M
|
| FLOW TRADERS U.S. LLC |
2025 Q1
|
5/14/2025 |
903
|
$2.4 B
|
| Aufman Associates Inc |
2025 Q1
|
5/14/2025 |
57
|
$150 M
|
| Kaufman Rossin Wealth, LLC |
2025 Q1
|
5/14/2025 |
150
|
$140 M
|
| PERMIT CAPITAL, LLC |
2025 Q1
|
5/14/2025 |
20
|
$280 M
|
| WORMSER FRERES GESTION |
2025 Q1
|
5/14/2025 |
49
|
$160 M
|
| Atika Capital Management LLC |
2025 Q1
|
5/14/2025 |
186
|
$710 M
|
| ALETHEA CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/14/2025 |
11
|
$130 M
|
| TIEMANN INVESTMENT ADVISORS, LLC |
2025 Q1
|
5/14/2025 |
192
|
$220 M
|
| PARTNERS CAPITAL INVESTMENT GROUP, LLP |
2025 Q1
|
5/14/2025 |
182
|
$5.9 B
|
| Inherent Management Corp. |
2025 Q1
|
5/14/2025 |
9
|
$130 M
|
| MARTINGALE ASSET MANAGEMENT L P |
2025 Q1
|
5/14/2025 |
1,117
|
$3.9 B
|
| PRICE T ROWE ASSOCIATES INC /MD/ |
2025 Q1
|
5/14/2025 |
4,508
|
$810 B
|
| Crossingbridge Advisors, LLC |
2025 Q1
|
5/14/2025 |
89
|
$190 M
|
| Tree Line Advisors (Hong Kong) Ltd. |
2025 Q1
|
5/14/2025 |
7
|
$400 M
|
| Inherent Management Corp. |
2024 Q4 - RESTATEMENT
|
5/14/2025 |
8
|
$120 M
|
| Kopp Family Office, LLC |
2025 Q1
|
5/14/2025 |
28
|
$140 M
|
| GuideStone Capital Management, LLC |
2025 Q1
|
5/14/2025 |
1
|
$65 M
|
| Whetstone Capital Advisors, LLC |
2025 Q1
|
5/14/2025 |
28
|
$230 M
|
| PGIM Custom Harvest LLC |
2025 Q1
|
5/14/2025 |
241
|
$4.2 B
|
| VanderPol Investments L.L.C. |
2025 Q1
|
5/14/2025 |
52
|
$47 M
|
| Kopernik Global Investors, LLC |
2025 Q1
|
5/14/2025 |
31
|
$960 M
|
| T. Rowe Price Investment Management, Inc. |
2025 Q1
|
5/14/2025 |
657
|
$150 B
|
| Frisch Financial Group, Inc. |
2025 Q1
|
5/14/2025 |
128
|
$360 M
|
| Geo Capital Gestora de Recursos Ltd |
2025 Q1
|
5/14/2025 |
37
|
$71 M
|