| STRATEGIC VALUE BANK PARTNERS LLC |
2026 Q2
|
8/13/2026 |
10
|
$140 M
|
| Epoch Investment Partners, Inc. |
2026 Q2
|
8/13/2026 |
588
|
$18 B
|
| One Capital Management, LLC |
2026 Q2
|
8/13/2026 |
523
|
$3.6 B
|
| Oak Grove Capital LLC |
2026 Q2
|
8/13/2026 |
337
|
$2.1 B
|
| Graetz Wealth LLC |
2026 Q2
|
8/13/2026 |
84
|
$130 M
|
| Patriot Financial Partners GP II, L.P. |
2026 Q2
|
8/13/2026 |
12
|
$390 M
|
| Tandem Wealth Advisors LLC |
2026 Q2
|
8/13/2026 |
48
|
$250 M
|
| Elizabeth Park Capital Advisors, Ltd. |
2026 Q2
|
8/13/2026 |
44
|
$140 M
|
| Ramirez Asset Management, Inc. |
2026 Q2
|
8/13/2026 |
360
|
$960 M
|
| 1248 Management, LLC |
2026 Q2
|
8/13/2026 |
149
|
$260 M
|
| ATLAS CAPITAL ADVISORS INC. |
2026 Q2 - RESTATEMENT
|
8/13/2026 |
1,053
|
$910 M
|
| Beacon Capital Management, Inc. |
2026 Q2
|
8/13/2026 |
133
|
$1.7 B
|
| Estate Planners Group, LLC |
2026 Q2
|
8/13/2026 |
73
|
$220 M
|
| First Washington CORP |
2026 Q2
|
8/13/2026 |
51
|
$420 M
|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2026 Q2 - RESTATEMENT
|
8/13/2026 |
340
|
$11 B
|
| EDGAR LOMAX CO/VA |
2026 Q2
|
8/13/2026 |
58
|
$1.3 B
|
| Hiddenite Capital Partners LP |
2026 Q2
|
8/13/2026 |
38
|
$1.2 B
|
| Virtus Fixed Income Advisers, LLC |
2026 Q2
|
8/13/2026 |
86
|
$160 M
|
| Chico Wealth RIA |
2026 Q2
|
8/13/2026 |
49
|
$190 M
|
| MPWM ADVISORY SOLUTIONS, LLC |
2026 Q2
|
8/13/2026 |
571
|
$220 M
|
| Legacy Wealth Managment, LLC/ID |
2026 Q2
|
8/13/2026 |
197
|
$240 M
|
| Stony Point Capital LLC |
2026 Q2
|
8/13/2026 |
30
|
$1.5 B
|
| Entruity Wealth, LLC |
2026 Q2
|
8/13/2026 |
54
|
$150 M
|
| ZACKS INVESTMENT MANAGEMENT |
2026 Q2
|
8/13/2026 |
724
|
$14 B
|
| Curry Webb Wealth Management LLC |
2026 Q2
|
8/13/2026 |
67
|
$240 M
|
| Lionhunter Capital Management, LLC |
2026 Q2
|
8/13/2026 |
109
|
$220 M
|
| Edenbrook Capital, LLC |
2026 Q2
|
8/13/2026 |
34
|
$500 M
|
| PURA VIDA INVESTMENTS, LLC |
2026 Q2
|
8/13/2026 |
19
|
$37 M
|
| Zweig-DiMenna Associates LLC |
2026 Q2
|
8/13/2026 |
70
|
$1.1 B
|
| Pembroke Management, LTD |
2026 Q2 - NEW HOLDINGS
|
8/13/2026 |
100
|
$770 M
|
| WestCap Management, LLC |
2026 Q2
|
8/13/2026 |
2
|
$200 M
|
| Manchester Capital Management LLC |
2026 Q2
|
8/13/2026 |
1,314
|
$770 M
|
| Entropy Technologies, LP |
2026 Q2
|
8/13/2026 |
930
|
$2.5 B
|
| Willis Johnson & Associates, Inc. |
2026 Q2
|
8/13/2026 |
102
|
$1.8 B
|
| Front Row Advisors LLC |
2026 Q2
|
8/13/2026 |
576
|
$350 M
|
| Frec Markets, Inc. |
2026 Q2
|
8/13/2026 |
905
|
$1.1 B
|
| Black Swift Group, LLC |
2026 Q2
|
8/13/2026 |
143
|
$690 M
|
| ING GROEP NV |
2026 Q2
|
8/13/2026 |
514
|
$20 B
|
| Piedmont Capital Management, LLC/NC |
2026 Q2
|
8/13/2026 |
123
|
$160 M
|
| FLAX POND CAPITAL, LLC |
2026 Q2
|
8/13/2026 |
51
|
$130 M
|
| Sagil Capital LLP |
2026 Q2
|
8/13/2026 |
25
|
$280 M
|
| GDS Wealth Management |
2026 Q2
|
8/13/2026 |
232
|
$2.1 B
|
| NORRIS PERNE & FRENCH LLP/MI |
2026 Q2 - NEW HOLDINGS
|
8/13/2026 |
65
|
$640 M
|
| Pacer Advisors, Inc. |
2026 Q2
|
8/13/2026 |
2,626
|
$39 B
|
| OCCUDO QUANTITATIVE STRATEGIES LP |
2026 Q2
|
8/13/2026 |
748
|
$1.9 B
|
| ROSENBLUM SILVERMAN SUTTON S F INC /CA |
2026 Q2
|
8/13/2026 |
80
|
$420 M
|
| NORTHERN TRUST CORP |
2026 Q2
|
8/13/2026 |
19,568
|
$860 B
|
| NewGen Asset Management Ltd |
2026 Q2
|
8/13/2026 |
34
|
$240 M
|
| FIL Ltd |
2026 Q2
|
8/13/2026 |
1,931
|
$140 B
|
| Olde Wealth Management, LLC |
2026 Q2
|
8/13/2026 |
119
|
$350 M
|
| TIMUCUAN ASSET MANAGEMENT INC/FL |
2026 Q2
|
8/13/2026 |
27
|
$2.7 B
|
| Sound Capital Solutions LLC |
2026 Q2
|
8/13/2026 |
309
|
$430 M
|
| Topsail Wealth Management, LLC |
2026 Q2
|
8/13/2026 |
297
|
$780 M
|
| Sands Capital Alternatives, LLC |
2026 Q2
|
8/13/2026 |
24
|
$610 M
|
| Williamson Legacy Group, LLC |
2026 Q2
|
8/13/2026 |
75
|
$200 M
|
| NORRIS PERNE & FRENCH LLP/MI |
2026 Q1 - NEW HOLDINGS
|
8/13/2026 |
77
|
$560 M
|
| ICON ADVISERS INC/CO |
2026 Q2
|
8/13/2026 |
195
|
$530 M
|
| EVR Research LP |
2026 Q2
|
8/13/2026 |
28
|
$200 M
|
| FIDELIS CAPITAL PARTNERS, LLC |
2026 Q2
|
8/13/2026 |
540
|
$1.7 B
|
| Douglass Winthrop Advisors, LLC |
2026 Q2
|
8/13/2026 |
308
|
$5.8 B
|
| SANDS CAPITAL MANAGEMENT, LLC |
2026 Q2
|
8/13/2026 |
71
|
$27 B
|
| Pine Harbor Wealth Management, LLC |
2026 Q2
|
8/13/2026 |
112
|
$370 M
|
| Taylor Securities Services, Inc. |
2026 Q2
|
8/13/2026 |
63
|
$250 M
|
| FinArc Investments, Inc. |
2026 Q2
|
8/13/2026 |
43
|
$110 M
|
| Morse Asset Management, Inc |
2026 Q2
|
8/13/2026 |
415
|
$600 M
|
| Traction Financial Partners, LLC |
2026 Q2
|
8/13/2026 |
61
|
$190 M
|
| Ballast Asset Management, LP |
2026 Q2
|
8/13/2026 |
53
|
$250 M
|
| IF Advisors, LLC |
2026 Q2
|
8/13/2026 |
60
|
$150 M
|
| 1060 Capital, LLC |
2026 Q2
|
8/13/2026 |
10
|
$71 M
|
| CAUSEWAY CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/13/2026 |
122
|
$9.2 B
|
| IAT REINSURANCE CO LTD. |
2026 Q2
|
8/13/2026 |
77
|
$170 M
|
| NEUBERGER BERMAN GROUP LLC |
2026 Q2
|
8/13/2026 |
4,224
|
$150 B
|
| Portland Global Advisors LLC |
2026 Q2
|
8/13/2026 |
154
|
$1.1 B
|
| PURSUIT WEALTH STRATEGIES, LLC |
2026 Q2
|
8/13/2026 |
114
|
$77 M
|
| DE BURLO GROUP INC |
2026 Q2
|
8/13/2026 |
90
|
$550 M
|
| Builders Vision, LLC |
2026 Q2
|
8/13/2026 |
1
|
$0
|
| Tyro Capital Management LLC |
2026 Q2
|
8/13/2026 |
15
|
$450 M
|
| Elite Financial, Inc. |
2026 Q2
|
8/13/2026 |
55
|
$250 M
|
| AltraVue Capital, LLC |
2026 Q2
|
8/13/2026 |
47
|
$1.4 B
|
| STOCK YARDS BANK & TRUST CO |
2026 Q2
|
8/13/2026 |
694
|
$3.5 B
|
| Ankerstar Wealth, LLC |
2026 Q2
|
8/13/2026 |
1,001
|
$120 M
|
| FMR LLC |
2026 Q2
|
8/13/2026 |
13,978
|
$2.3 T
|
| Penserra Capital Management LLC |
2026 Q2
|
8/13/2026 |
1,639
|
$13 B
|
| Jones Hill Capital LP |
2026 Q2
|
8/13/2026 |
29
|
$470 M
|
| Maren Capital LLC |
2026 Q2
|
8/13/2026 |
17
|
$2.2 B
|
| Field & Main Bank |
2026 Q2
|
8/13/2026 |
340
|
$480 M
|
| Newport Trust Company, LLC |
2026 Q2
|
8/13/2026 |
63
|
$41 B
|
| PACIFIC FINANCIAL GROUP INC |
2026 Q2
|
8/13/2026 |
85
|
$210 M
|
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
2026 Q2
|
8/13/2026 |
219
|
$1.0 B
|
| EARNEST PARTNERS LLC |
2026 Q2
|
8/13/2026 |
304
|
$28 B
|
| Davern Capital Partners, LP |
2026 Q2
|
8/13/2026 |
15
|
$590 M
|
| Aviso Financial Inc. |
2026 Q2
|
8/13/2026 |
273
|
$2.9 B
|
| Uniplan Investment Counsel, Inc. |
2026 Q2
|
8/13/2026 |
213
|
$1.1 B
|
| Columbia River Financial Group, LLC |
2026 Q2
|
8/13/2026 |
58
|
$190 M
|
| Copperwood Asset Management LP |
2026 Q2
|
8/13/2026 |
1
|
$47 M
|
| Five Pine Wealth Management |
2026 Q2
|
8/13/2026 |
51
|
$180 M
|
| EntryPoint Capital, LLC |
2026 Q2
|
8/13/2026 |
768
|
$410 M
|
| Three Seasons Wealth, LLC |
2026 Q2
|
8/13/2026 |
181
|
$1.1 B
|
| Cloud Capital Management, LLC |
2026 Q2
|
8/13/2026 |
126
|
$270 M
|
| Missouri Trust & Investment Co |
2026 Q2
|
8/13/2026 |
204
|
$370 M
|