| Troy Asset Management Ltd |
2025 Q4
|
2/9/2026 |
31
|
$3.9 B
|
| Dilation Capital Management LP |
2025 Q4
|
2/9/2026 |
19
|
$220 M
|
| FinDec Wealth Services, Inc. |
2025 Q4
|
2/9/2026 |
32
|
$93 M
|
| Weinberger Asset Management, Inc |
2025 Q4
|
2/9/2026 |
92
|
$280 M
|
| LATHROP INVESTMENT MANAGEMENT CO |
2025 Q4
|
2/9/2026 |
85
|
$550 M
|
| First National Trust Co |
2025 Q4
|
2/9/2026 |
628
|
$3.0 B
|
| ATTICUS WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/9/2026 |
204
|
$400 M
|
| Praxis Capital Management LLC |
2025 Q4
|
2/9/2026 |
35
|
$28 M
|
| CONNORS INVESTOR SERVICES INC |
2025 Q4
|
2/9/2026 |
151
|
$1.2 B
|
| DELTA ASSET MANAGEMENT LLC/TN |
2025 Q4
|
2/9/2026 |
601
|
$1.2 B
|
| Private Capital Advisors, Inc. |
2025 Q4
|
2/9/2026 |
76
|
$980 M
|
| ACCREDITED INVESTOR SERVICES, LLC |
2025 Q4
|
2/9/2026 |
75
|
$150 M
|
| Swedbank AB |
2025 Q4 - RESTATEMENT
|
2/9/2026 |
1,054
|
$100 B
|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
2/9/2026 |
413
|
$36 B
|
| NORTH STAR ASSET MANAGEMENT INC |
2025 Q4
|
2/9/2026 |
443
|
$2.5 B
|
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. |
2025 Q4 - RESTATEMENT
|
2/9/2026 |
435
|
$2.8 B
|
| Smead Capital Management, Inc. |
2025 Q4
|
2/9/2026 |
32
|
$4.8 B
|
| Accent Capital Management, LLC |
2025 Q4
|
2/9/2026 |
354
|
$230 M
|
| Prospera Financial Services Inc |
2025 Q4
|
2/9/2026 |
1,359
|
$6.1 B
|
| Summit Asset Management, LLC |
2025 Q4
|
2/9/2026 |
171
|
$710 M
|
| RIT CAPITAL PARTNERS PLC |
2025 Q4
|
2/9/2026 |
12
|
$450 M
|
| Mondrian Investment Partners LTD |
2025 Q4
|
2/9/2026 |
103
|
$6.1 B
|
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
2025 Q4
|
2/9/2026 |
410
|
$4.2 B
|
| Frazier Financial Advisors, LLC |
2025 Q4
|
2/9/2026 |
644
|
$170 M
|
| Powell Investment Advisors, LLC |
2025 Q4
|
2/9/2026 |
169
|
$290 M
|
| Catalyst Funds Management Pty Ltd |
2025 Q4
|
2/9/2026 |
330
|
$430 M
|
| Fox Financial, Inc |
2025 Q4
|
2/9/2026 |
12
|
$130 M
|
| Darden Wealth Group Inc |
2025 Q4
|
2/9/2026 |
148
|
$210 M
|
| OLD REPUBLIC INTERNATIONAL CORP |
2025 Q4
|
2/9/2026 |
54
|
$2.5 B
|
| Viola Ventures V.C. Management 4 Ltd. |
2025 Q4
|
2/9/2026 |
4
|
$90 M
|
| General Pension Society PZU Joint Stock Co |
2025 Q4
|
2/9/2026 |
14
|
$490 M
|
| DAIDO LIFE INSURANCE CO |
2025 Q4
|
2/9/2026 |
6
|
$710 M
|
| HS Management Partners, LLC |
2025 Q4
|
2/9/2026 |
24
|
$470 M
|
| Lind Value II ApS |
2025 Q4
|
2/9/2026 |
9
|
$310 M
|
| Life Cycle Investment Partners Ltd |
2025 Q4
|
2/9/2026 |
119
|
$14 B
|
| University of Cambridge Investment Management Ltd |
2025 Q4
|
2/9/2026 |
1
|
$190 M
|
| Boundless Plain Holdings Ltd |
2025 Q4
|
2/9/2026 |
19
|
$310 M
|
| Value Base Ltd. |
2025 Q4
|
2/9/2026 |
10
|
$130 M
|
| Principle Wealth Partners LLC |
2025 Q4
|
2/6/2026 |
372
|
$1.8 B
|
| THOMAS H LEE PARTNERS LP |
2025 Q4
|
2/6/2026 |
1
|
$0
|
| Gradient Capital Advisors, LLC |
2025 Q4
|
2/6/2026 |
174
|
$390 M
|
| Vantage Investment Partners, LLC |
2025 Q4
|
2/6/2026 |
62
|
$1.5 B
|
| Orange Investment Advisors, Inc. |
2025 Q4
|
2/6/2026 |
149
|
$900 M
|
| Keudell/Morrison Wealth Management |
2025 Q4
|
2/6/2026 |
232
|
$480 M
|
| Empirical Asset Management, LLC |
2025 Q4
|
2/6/2026 |
356
|
$350 M
|
| Wilian Securities, LLC |
2025 Q4
|
2/6/2026 |
95
|
$93 M
|
| Prospect Financial Services LLC |
2025 Q4
|
2/6/2026 |
104
|
$170 M
|
| Ignite Planners, LLC |
2025 Q4
|
2/6/2026 |
405
|
$650 M
|
| AXXCESS WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/6/2026 |
1,042
|
$26 B
|
| Texas Bank & Trust Co |
2025 Q4
|
2/6/2026 |
423
|
$270 M
|
| Kilter Group LLC |
2025 Q3
|
2/6/2026 |
1,214
|
$210 M
|
| Orca Wealth Management, LLC |
2025 Q4
|
2/6/2026 |
68
|
$140 M
|
| SoundView Advisors Inc. |
2025 Q4
|
2/6/2026 |
30
|
$290 M
|
| CVFG LLC |
2025 Q4
|
2/6/2026 |
104
|
$150 M
|
| Northwest Wealth Advisors, LLC |
2025 Q4
|
2/6/2026 |
61
|
$130 M
|
| RD Lewis Holdings, Inc. |
2025 Q4
|
2/6/2026 |
90
|
$120 M
|
| Karras Company, Inc. |
2025 Q4
|
2/6/2026 |
57
|
$100 M
|
| Geometric Wealth Advisors |
2025 Q4
|
2/6/2026 |
80
|
$780 M
|
| Cadence Wealth Management LLC |
2025 Q4
|
2/6/2026 |
57
|
$210 M
|
| Platt Wealth Management LLC |
2025 Q4
|
2/6/2026 |
44
|
$100 M
|
| Steadview Capital Management LLC |
2025 Q4
|
2/6/2026 |
11
|
$530 M
|
| REGENERON PHARMACEUTICALS, INC. |
2025 Q4
|
2/6/2026 |
2
|
$34 M
|
| New World Advisors LLC |
2025 Q4
|
2/6/2026 |
83
|
$580 M
|
| BloombergSen Inc. |
2025 Q4
|
2/6/2026 |
29
|
$1.4 B
|
| Ferguson Johnson Wealth Management Inc |
2025 Q4
|
2/6/2026 |
35
|
$120 M
|
| KELLOGG W K FOUNDATION TRUST |
2025 Q4
|
2/6/2026 |
1
|
$0
|
| Advisory Alpha, LLC |
2025 Q4
|
2/6/2026 |
519
|
$3.7 B
|
| Insight Inv LLC |
2025 Q4
|
2/6/2026 |
112
|
$180 M
|
| Vitruvian Partners LLP |
2025 Q4
|
2/6/2026 |
7
|
$140 M
|
| Accel Leaders 3 Associates L.P. |
2025 Q4
|
2/6/2026 |
1
|
$190 M
|
| EVOKE WEALTH, LLC |
2025 Q4
|
2/6/2026 |
684
|
$5.4 B
|
| Accel Leaders 4 Associates L.P. |
2025 Q4
|
2/6/2026 |
1
|
$380 M
|
| Walmart Inc. |
2025 Q4
|
2/6/2026 |
3
|
$970 M
|
| Accel Growth Fund V Associates L.L.C. |
2025 Q4
|
2/6/2026 |
2
|
$130 M
|
| Bluegrass Capital Partners LP |
2025 Q4
|
2/6/2026 |
11
|
$170 M
|
| Accel XI Associates L.L.C. |
2025 Q4
|
2/6/2026 |
1
|
$510 M
|
| Markel Group Inc. |
2025 Q4
|
2/6/2026 |
205
|
$13 B
|
| AMERICAN EXPRESS CO |
2025 Q4
|
2/6/2026 |
1
|
$1.2 B
|
| SGL Investment Advisors, Inc. |
2025 Q4
|
2/6/2026 |
126
|
$250 M
|
| Mizuho Markets Cayman LP |
2025 Q4
|
2/6/2026 |
93
|
$2.0 B
|
| Wendel SE |
2025 Q4
|
2/6/2026 |
1
|
$470 M
|
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) |
2025 Q4
|
2/6/2026 |
1
|
$83 M
|
| Cumberland Partners Ltd |
2025 Q4
|
2/6/2026 |
273
|
$1.6 B
|
| Americana Partners, LLC |
2025 Q4
|
2/6/2026 |
476
|
$3.6 B
|
| Teramo Advisors, LLC |
2025 Q4
|
2/6/2026 |
12
|
$390 M
|
| LOUNTZIS ASSET MANAGEMENT, LLC |
2025 Q4
|
2/6/2026 |
52
|
$280 M
|
| NIXON PEABODY TRUST CO |
2025 Q4
|
2/6/2026 |
160
|
$1.3 B
|
| Bristol Gate Capital Partners Inc. |
2025 Q4
|
2/6/2026 |
33
|
$1.7 B
|
| MIZUHO MARKETS AMERICAS LLC |
2025 Q4
|
2/6/2026 |
173
|
$5.2 B
|
| Daviman Financial, LLC |
2025 Q4
|
2/6/2026 |
91
|
$170 M
|
| Ruedi Wealth Management, Inc. |
2025 Q4
|
2/6/2026 |
58
|
$380 M
|
| Legato Capital Management LLC |
2025 Q4
|
2/6/2026 |
750
|
$1.2 B
|
| Lloyd Advisory Services, LLC. |
2025 Q4
|
2/6/2026 |
563
|
$260 M
|
| LSV ASSET MANAGEMENT |
2025 Q4
|
2/6/2026 |
882
|
$46 B
|
| Vestmark Advisory Solutions, Inc. |
2025 Q4
|
2/6/2026 |
2,075
|
$7.4 B
|
| Stieven Capital Advisors, L.P. |
2025 Q4
|
2/6/2026 |
38
|
$540 M
|
| New York University |
2025 Q4
|
2/6/2026 |
1
|
$3.0 M
|
| JW Asset Management, LLC |
2025 Q4
|
2/6/2026 |
18
|
$310 M
|
| Aflac Inc |
2025 Q4
|
2/6/2026 |
3
|
$140 M
|
| Technology Crossover Management XI, Ltd. |
2025 Q4
|
2/6/2026 |
2
|
$740 M
|