| Fort Sheridan Advisors LLC |
2025 Q2
|
8/13/2025 |
253
|
$700 M
|
| WCG Wealth Advisors LLC |
2025 Q2
|
8/13/2025 |
327
|
$1.5 B
|
| Strategic Financial Planning, Inc. |
2025 Q2
|
8/13/2025 |
38
|
$160 M
|
| ISTHMUS PARTNERS, LLC |
2025 Q2
|
8/13/2025 |
217
|
$860 M
|
| Granite Investment Partners, LLC |
2025 Q2
|
8/13/2025 |
255
|
$2.0 B
|
| M3F, Inc. |
2025 Q2
|
8/13/2025 |
30
|
$350 M
|
| AMJ Financial Wealth Management |
2025 Q2
|
8/13/2025 |
85
|
$400 M
|
| Long Path Partners LP |
2025 Q2
|
8/13/2025 |
6
|
$290 M
|
| Groupe des Assurances du Credit Mutuel |
2025 Q2
|
8/13/2025 |
5
|
$350 M
|
| PINKERTON WEALTH, LLC |
2025 Q2
|
8/13/2025 |
137
|
$840 M
|
| Grove Street Fiduciary, LLC |
2025 Q2
|
8/13/2025 |
73
|
$210 M
|
| Beacon Pointe Advisors, LLC |
2025 Q2
|
8/13/2025 |
1,250
|
$9.6 B
|
| PSquared Asset Management AG |
2025 Q2
|
8/13/2025 |
8
|
$460 M
|
| Arjuna Capital |
2025 Q2
|
8/13/2025 |
117
|
$380 M
|
| Minerva Advisors LLC |
2025 Q2
|
8/13/2025 |
102
|
$150 M
|
| Atlas FRM LLC |
2025 Q2
|
8/13/2025 |
15
|
$860 M
|
| Holos Integrated Wealth LLC |
2025 Q2
|
8/13/2025 |
308
|
$170 M
|
| Crescent Park Management, L.P. |
2025 Q2
|
8/13/2025 |
34
|
$260 M
|
| RR Advisors, LLC |
2025 Q2
|
8/13/2025 |
27
|
$420 M
|
| DLD Asset Management, LP |
2025 Q2 - RESTATEMENT
|
8/13/2025 |
261
|
$1.2 B
|
| Wellspring Financial Advisors, LLC |
2025 Q2
|
8/13/2025 |
181
|
$1.0 B
|
| Taikang Asset Management (Hong Kong) Co Ltd |
2025 Q2
|
8/13/2025 |
100
|
$780 M
|
| Blueshift Asset Management, LLC |
2025 Q2
|
8/13/2025 |
430
|
$330 M
|
| Cerity Partners OCIO LLC |
2025 Q2
|
8/13/2025 |
26
|
$1.8 B
|
| Winslow Capital Management, LLC |
2025 Q2
|
8/13/2025 |
148
|
$30 B
|
| Gibbs Wealth Management |
2025 Q2
|
8/13/2025 |
367
|
$520 M
|
| Cerity Partners LLC |
2025 Q2
|
8/13/2025 |
2,626
|
$56 B
|
| StoneX Group Inc. |
2024 Q1 - NEW HOLDINGS
|
8/13/2025 |
372
|
$190 M
|
| Triple Frond Partners LLC |
2025 Q2
|
8/13/2025 |
10
|
$570 M
|
| MONECO Advisors, LLC |
2025 Q2
|
8/13/2025 |
468
|
$1.1 B
|
| StoneX Group Inc. |
2024 Q1 - RESTATEMENT
|
8/13/2025 |
278
|
$920 M
|
| California Public Employees Retirement System |
2025 Q2
|
8/13/2025 |
1,114
|
$160 B
|
| Jackson Creek Investment Advisors LLC |
2025 Q2
|
8/13/2025 |
308
|
$370 M
|
| North Growth Management Ltd. |
2025 Q2
|
8/13/2025 |
47
|
$530 M
|
| Kontiki Capital Management (HK) Ltd. |
2025 Q2
|
8/13/2025 |
6
|
$1.8 B
|
| NATIONAL BANK OF CANADA /FI/ |
2025 Q2
|
8/13/2025 |
5,709
|
$110 B
|
| StoneX Group Inc. |
2023 Q4 - NEW HOLDINGS
|
8/13/2025 |
361
|
$190 M
|
| POLEN CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/13/2025 |
240
|
$33 B
|
| Hartree Partners, LP |
2025 Q2
|
8/13/2025 |
68
|
$360 M
|
| StoneX Group Inc. |
2023 Q4 - RESTATEMENT
|
8/13/2025 |
264
|
$820 M
|
| Keystone Financial Group |
2025 Q2
|
8/13/2025 |
441
|
$1.1 B
|
| ExodusPoint Capital Management, LP |
2025 Q2
|
8/13/2025 |
1,406
|
$11 B
|
| Rench Wealth Management, Inc. |
2025 Q2
|
8/13/2025 |
52
|
$320 M
|
| B&D White Capital Company, LLC |
2025 Q2
|
8/13/2025 |
77
|
$660 M
|
| CRCM LP |
2025 Q2
|
8/13/2025 |
37
|
$340 M
|
| OFC FINANCIAL PLANNING, LLC |
2025 Q2
|
8/13/2025 |
56
|
$94 M
|
| Brooklands Fund Management Ltd |
2025 Q2
|
8/13/2025 |
78
|
$120 M
|
| EMORY UNIVERSITY |
2025 Q2
|
8/13/2025 |
6
|
$28 M
|
| Fisher Asset Management, LLC |
2025 Q2
|
8/13/2025 |
986
|
$250 B
|
| Samjo Management, LLC |
2025 Q2
|
8/13/2025 |
84
|
$240 M
|
| Claret Asset Management Corp |
2025 Q2
|
8/13/2025 |
436
|
$770 M
|
| TradeLink Capital LLC |
2025 Q2
|
8/13/2025 |
51
|
$28 M
|
| BARINGTON CAPITAL GROUP, L.P. |
2025 Q2
|
8/13/2025 |
8
|
$110 M
|
| University of Wisconsin Foundation |
2025 Q2
|
8/13/2025 |
5
|
$89 M
|
| Aurelius Capital Management, LP |
2025 Q2
|
8/13/2025 |
4
|
$15 M
|
| Brentview Investment Management LLC |
2025 Q2
|
8/13/2025 |
67
|
$200 M
|
| Edgestream Partners, L.P. |
2025 Q2
|
8/13/2025 |
827
|
$3.6 B
|
| StoneX Group Inc. |
2023 Q3 - NEW HOLDINGS
|
8/13/2025 |
400
|
$180 M
|
| SHELTON CAPITAL MANAGEMENT |
2025 Q2
|
8/13/2025 |
715
|
$4.3 B
|
| FERNBRIDGE CAPITAL MANAGEMENT LP |
2025 Q2
|
8/13/2025 |
24
|
$2.1 B
|
| BAYVIEW ASSET MANAGEMENT, LLC |
2025 Q2
|
8/13/2025 |
57
|
$260 M
|
| StoneX Group Inc. |
2023 Q3 - RESTATEMENT
|
8/13/2025 |
254
|
$740 M
|
| PANAGORA ASSET MANAGEMENT INC |
2025 Q2
|
8/13/2025 |
1,111
|
$22 B
|
| Emergence GP Partners, LLC |
2025 Q2
|
8/13/2025 |
4
|
$190 M
|
| SMITH, MOORE & CO. |
2025 Q2
|
8/13/2025 |
512
|
$1.2 B
|
| OKABENA INVESTMENT SERVICES INC |
2025 Q2
|
8/13/2025 |
127
|
$450 M
|
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
2025 Q2
|
8/13/2025 |
144
|
$240 M
|
| StoneX Group Inc. |
2023 Q2 - NEW HOLDINGS
|
8/13/2025 |
356
|
$180 M
|
| Sepio Capital, LP |
2025 Q2
|
8/13/2025 |
274
|
$1.4 B
|
| Bare Financial Services, Inc |
2025 Q2
|
8/13/2025 |
1,563
|
$300 M
|
| Solutions 4 Wealth, Ltd |
2025 Q2
|
8/13/2025 |
52
|
$60 M
|
| Lumbard & Kellner, LLC |
2025 Q2
|
8/13/2025 |
88
|
$230 M
|
| Prossimo Advisors, LLC |
2025 Q2
|
8/13/2025 |
144
|
$120 M
|
| INVESTMENT COUNSEL CO OF NEVADA |
2025 Q2
|
8/13/2025 |
79
|
$49 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2025 Q2
|
8/13/2025 |
9
|
$65 M
|
| HBK INVESTMENTS L P |
2025 Q2
|
8/13/2025 |
202
|
$4.7 B
|
| Everstar Asset Management, LLC |
2025 Q2
|
8/13/2025 |
240
|
$160 M
|
| VIRTUS ADVISERS, LLC |
2025 Q2
|
8/13/2025 |
345
|
$76 M
|
| River Road Asset Management, LLC |
2025 Q2
|
8/13/2025 |
182
|
$7.9 B
|
| PURA VIDA INVESTMENTS, LLC |
2025 Q2
|
8/13/2025 |
9
|
$17 M
|
| StoneX Group Inc. |
2023 Q2 - RESTATEMENT
|
8/13/2025 |
269
|
$790 M
|
| ICON ADVISERS INC/CO |
2025 Q2
|
8/13/2025 |
189
|
$440 M
|
| HBK INVESTMENTS L P |
2024 Q2 - NEW HOLDINGS
|
8/13/2025 |
14
|
$2.1 B
|
| THOR TRADING ADVISORS, LLC |
2025 Q2
|
8/13/2025 |
13
|
$80 M
|
| WYNNCHURCH CAPITAL PARTNERS IV, L.P. |
2025 Q2
|
8/13/2025 |
1
|
$73 M
|
| HBK INVESTMENTS L P |
2023 Q2 - NEW HOLDINGS
|
8/13/2025 |
1
|
$28 M
|
| StoneX Group Inc. |
2023 Q1 - NEW HOLDINGS
|
8/13/2025 |
440
|
$170 M
|
| Roubaix Capital, LLC |
2025 Q2
|
8/13/2025 |
51
|
$210 M
|
| Truvestments Capital LLC |
2025 Q2
|
8/13/2025 |
988
|
$500 M
|
| Roberts Capital Advisors, LLC |
2025 Q2
|
8/13/2025 |
78
|
$140 M
|
| JONES ROAD CAPITAL MANAGEMENT, L.P. |
2025 Q2
|
8/13/2025 |
26
|
$240 M
|
| Hudson Portfolio Management LLC |
2025 Q2
|
8/13/2025 |
112
|
$110 M
|
| JONES FINANCIAL COMPANIES LLLP |
2025 Q2
|
8/13/2025 |
4,963
|
$130 B
|
| BASSO CAPITAL MANAGEMENT, L.P. |
2025 Q2
|
8/13/2025 |
77
|
$130 M
|
| FIFTH LANE CAPITAL, LP |
2025 Q2
|
8/13/2025 |
67
|
$83 M
|
| SMART Wealth LLC |
2025 Q2
|
8/13/2025 |
168
|
$320 M
|
| AKO CAPITAL LLP |
2025 Q2
|
8/13/2025 |
25
|
$7.9 B
|
| NZS Capital, LLC |
2025 Q2
|
8/13/2025 |
60
|
$2.9 B
|
| GUARDIAN POINT CAPITAL, LP |
2025 Q2
|
8/13/2025 |
11
|
$220 M
|
| StoneX Group Inc. |
2023 Q1 - RESTATEMENT
|
8/13/2025 |
262
|
$750 M
|