| SUN LIFE FINANCIAL INC |
2025 Q2
|
8/13/2025 |
40
|
$1.8 B
|
| MEKETA INVESTMENT GROUP INC /ADV |
2025 Q2
|
8/13/2025 |
28
|
$33 M
|
| Watchtower Advisors, LP |
2025 Q2
|
8/13/2025 |
18
|
$170 M
|
| Carmignac Gestion |
2025 Q2
|
8/13/2025 |
129
|
$6.5 B
|
| Van Hulzen Asset Management, LLC |
2025 Q2
|
8/13/2025 |
324
|
$1.2 B
|
| Distillate Capital Partners LLC |
2025 Q2
|
8/13/2025 |
117
|
$1.9 B
|
| JRM Investment Counsel, LLC |
2025 Q2
|
8/13/2025 |
20
|
$310 M
|
| StoneX Group Inc. |
2022 Q4 - NEW HOLDINGS
|
8/13/2025 |
587
|
$690 M
|
| BOSTON FAMILY OFFICE LLC |
2025 Q2
|
8/13/2025 |
286
|
$1.5 B
|
| MBM WEALTH CONSULTANTS, LLC |
2025 Q2
|
8/13/2025 |
107
|
$370 M
|
| Round Hill Asset Management |
2025 Q2
|
8/13/2025 |
61
|
$150 M
|
| Forthright Family Wealth Advisory LLC |
2025 Q2
|
8/13/2025 |
49
|
$160 M
|
| Global Frontier Investments LLC |
2025 Q2
|
8/13/2025 |
23
|
$420 M
|
| OMERS ADMINISTRATION Corp |
2025 Q2
|
8/13/2025 |
863
|
$13 B
|
| M.D. Sass, LLC |
2025 Q2
|
8/13/2025 |
35
|
$1.2 B
|
| StoneX Group Inc. |
2022 Q4 - RESTATEMENT
|
8/13/2025 |
111
|
$160 M
|
| Willis Johnson & Associates, Inc. |
2025 Q2
|
8/13/2025 |
167
|
$1.5 B
|
| Petiole USA ltd |
2025 Q2
|
8/13/2025 |
37
|
$140 M
|
| Ballast Asset Management, LP |
2025 Q2
|
8/13/2025 |
54
|
$190 M
|
| GARDNER RUSSO & QUINN LLC |
2025 Q2
|
8/13/2025 |
85
|
$9.4 B
|
| KINNEY ASSET MANAGEMENT, LLC |
2025 Q2
|
8/13/2025 |
3
|
$74 M
|
| Advocacy Wealth Management Services, LLC |
2025 Q2
|
8/13/2025 |
63
|
$1.6 B
|
| CAPITAL COUNSEL LLC/NY |
2025 Q2
|
8/13/2025 |
57
|
$2.5 B
|
| StoneX Group Inc. |
2022 Q3 - NEW HOLDINGS
|
8/13/2025 |
355
|
$540 M
|
| Solidarity Wealth, LLC |
2025 Q2
|
8/13/2025 |
83
|
$430 M
|
| Spyglass Capital Management LLC |
2025 Q2
|
8/13/2025 |
25
|
$1.7 B
|
| THIRD AVENUE MANAGEMENT LLC |
2025 Q2
|
8/13/2025 |
52
|
$480 M
|
| Horiko Capital Management LLC |
2025 Q2
|
8/13/2025 |
22
|
$380 M
|
| Valued Retirements, Inc. |
2025 Q2
|
8/13/2025 |
89
|
$89 M
|
| StoneX Group Inc. |
2022 Q3 - RESTATEMENT
|
8/13/2025 |
199
|
$190 M
|
| Al Mehwar Commercial Investments LLC |
2025 Q2
|
8/13/2025 |
1
|
$610 M
|
| Ted Buchan & Co |
2025 Q2
|
8/13/2025 |
92
|
$250 M
|
| Propel Bio Management, LLC |
2025 Q2
|
8/13/2025 |
16
|
$82 M
|
| Summit Financial, LLC |
2025 Q2
|
8/13/2025 |
809
|
$4.4 B
|
| PINEBRIDGE INVESTMENTS, L.P. |
2025 Q2
|
8/13/2025 |
552
|
$13 B
|
| Shannon River Fund Management LLC |
2025 Q2
|
8/13/2025 |
24
|
$750 M
|
| TODD ASSET MANAGEMENT LLC |
2025 Q2
|
8/13/2025 |
261
|
$4.6 B
|
| StoneX Group Inc. |
2022 Q2 - NEW HOLDINGS
|
8/13/2025 |
510
|
$610 M
|
| Al Warda Investments RSC Ltd |
2025 Q2
|
8/13/2025 |
1
|
$150 M
|
| Artal Group S.A. |
2025 Q2
|
8/13/2025 |
2
|
$930 M
|
| Capital World Investors |
2025 Q2
|
8/13/2025 |
580
|
$690 B
|
| Capital Research Global Investors |
2025 Q2
|
8/13/2025 |
431
|
$500 B
|
| West Wealth Group, LLC |
2025 Q2
|
8/13/2025 |
111
|
$400 M
|
| Capital International, Inc./CA/ |
2025 Q2
|
8/13/2025 |
301
|
$10 B
|
| MAKENA CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/13/2025 |
24
|
$1.0 B
|
| CAPITAL INTERNATIONAL LTD /CA/ |
2025 Q2
|
8/13/2025 |
148
|
$2.6 B
|
| One William Street Capital Management, L.P. |
2025 Q2
|
8/13/2025 |
7
|
$54 M
|
| CAPITAL INTERNATIONAL SARL |
2025 Q2
|
8/13/2025 |
287
|
$5.2 B
|
| StoneX Group Inc. |
2022 Q2 - RESTATEMENT
|
8/13/2025 |
211
|
$210 M
|
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. |
2025 Q2
|
8/13/2025 |
144
|
$560 M
|
| Pictet Asset Management Holding SA |
2025 Q2
|
8/13/2025 |
2,000
|
$98 B
|
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. |
2025 Q2
|
8/13/2025 |
34
|
$350 M
|
| Capital Group Private Client Services, Inc. |
2025 Q2
|
8/13/2025 |
279
|
$12 B
|
| Capital International Investors |
2025 Q2
|
8/13/2025 |
443
|
$580 B
|
| Wrenne Financial Planning LLC |
2025 Q2
|
8/13/2025 |
46
|
$210 M
|
| Miura Global Management, LLC |
2025 Q2
|
8/13/2025 |
21
|
$93 M
|
| VICTORY CAPITAL MANAGEMENT INC |
2025 Q2
|
8/13/2025 |
3,239
|
$160 B
|
| Cambria Investment Management, L.P. |
2025 Q2
|
8/13/2025 |
472
|
$1.5 B
|
| Aufman Associates Inc |
2025 Q2
|
8/13/2025 |
64
|
$160 M
|
| Alta Fundamental Advisers LLC |
2025 Q2
|
8/13/2025 |
22
|
$200 M
|
| De Lisle Partners LLP |
2025 Q2
|
8/13/2025 |
176
|
$710 M
|
| HAMEL ASSOCIATES, INC. |
2025 Q2
|
8/13/2025 |
81
|
$300 M
|
| StoneX Group Inc. |
2022 Q1 - NEW HOLDINGS
|
8/13/2025 |
547
|
$1.1 B
|
| Kore Advisors LP |
2025 Q2
|
8/13/2025 |
16
|
$91 M
|
| VestGen Advisors, LLC |
2025 Q2
|
8/13/2025 |
579
|
$2.5 B
|
| Financial Freedom, LLC |
2025 Q2
|
8/13/2025 |
2,898
|
$190 M
|
| Aisling Capital Management LP |
2025 Q2
|
8/13/2025 |
13
|
$360 M
|
| StoneX Group Inc. |
2022 Q1 - NEW HOLDINGS
|
8/13/2025 |
74
|
$190 M
|
| Estabrook Capital Management |
2025 Q2
|
8/13/2025 |
331
|
$650 M
|
| Greenwich Wealth Management LLC |
2025 Q2
|
8/13/2025 |
254
|
$2.1 B
|
| StoneX Group Inc. |
2022 Q1 - RESTATEMENT
|
8/13/2025 |
74
|
$190 M
|
| Bernardo Wealth Planning LLC |
2025 Q2
|
8/13/2025 |
119
|
$460 M
|
| North Peak Capital Management, LLC |
2025 Q2
|
8/13/2025 |
8
|
$1.3 B
|
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
2025 Q2
|
8/13/2025 |
109
|
$190 M
|
| Millington Financial Advisors, LLC |
2025 Q2
|
8/13/2025 |
104
|
$200 M
|
| TRUSTMARK BANK TRUST DEPARTMENT |
2025 Q2
|
8/13/2025 |
353
|
$1.4 B
|
| Gifford Fong Associates |
2025 Q2
|
8/13/2025 |
123
|
$430 M
|
| Black Cypress Capital Management, LLC |
2025 Q2
|
8/13/2025 |
28
|
$120 M
|
| BLI - Banque de Luxembourg Investments |
2025 Q2
|
8/13/2025 |
175
|
$3.5 B
|
| Channing Global Advisors, LLC |
2025 Q2
|
8/13/2025 |
47
|
$150 M
|
| Railway Pension Investments Ltd |
2025 Q2
|
8/13/2025 |
210
|
$7.1 B
|
| MATRIX ASSET ADVISORS INC/NY |
2025 Q2 - RESTATEMENT
|
8/13/2025 |
108
|
$990 M
|
| StoneX Group Inc. |
2021 Q4 - NEW HOLDINGS
|
8/13/2025 |
37
|
$31 M
|
| Charter Oak Advisors LP |
2025 Q2
|
8/13/2025 |
15
|
$220 M
|
| Leslie Global Wealth, LLC |
2025 Q2
|
8/13/2025 |
73
|
$190 M
|
| Lido Advisors, LLC |
2025 Q2
|
8/13/2025 |
3,046
|
$26 B
|
| Dilation Capital Management LP |
2025 Q2
|
8/13/2025 |
20
|
$190 M
|
| Bristol Gate Capital Partners Inc. |
2025 Q2
|
8/13/2025 |
31
|
$1.8 B
|
| Toronado Partners, LLC |
2025 Q2
|
8/13/2025 |
11
|
$140 M
|
| LEUTHOLD GROUP, LLC |
2025 Q2
|
8/13/2025 |
206
|
$840 M
|
| MARTIN & CO INC /TN/ |
2025 Q2
|
8/13/2025 |
105
|
$540 M
|
| Dixon Mitchell Investment Counsel Inc. |
2025 Q2
|
8/13/2025 |
70
|
$2.6 B
|
| Grandeur Peak Global Advisors, LLC |
2025 Q2
|
8/13/2025 |
104
|
$830 M
|
| TOBIAS FINANCIAL ADVISORS, INC. |
2025 Q2
|
8/13/2025 |
123
|
$580 M
|
| Continuum Advisory, LLC |
2025 Q2
|
8/13/2025 |
420
|
$830 M
|
| Siren, L.L.C. |
2025 Q2
|
8/13/2025 |
111
|
$1.9 B
|
| Collar Capital Management, LLC |
2025 Q2
|
8/13/2025 |
67
|
$120 M
|
| Blue Fin Capital, Inc. |
2025 Q2
|
8/13/2025 |
144
|
$590 M
|
| Gladstone Capital Management LLP |
2025 Q2
|
8/13/2025 |
22
|
$970 M
|
| ALGEBRIS (UK) LTD |
2025 Q2
|
8/13/2025 |
42
|
$630 M
|