| Horiko Capital Management LLC |
2026 Q1
|
5/13/2026 |
20
|
$430 M
|
| Pembroke Management, LTD |
2026 Q1
|
5/13/2026 |
97
|
$690 M
|
| SPRENG CAPITAL MANAGEMENT, INC. |
2026 Q1
|
5/13/2026 |
66
|
$210 M
|
| Signet Investment Advisory Group, Inc. |
2026 Q1
|
5/13/2026 |
69
|
$220 M
|
| IronBridge Private Wealth, LLC |
2026 Q1
|
5/13/2026 |
78
|
$310 M
|
| BANK OF KOREA |
2026 Q1
|
5/13/2026 |
3
|
$4.1 B
|
| PEAK6 LLC |
2026 Q1
|
5/13/2026 |
2,703
|
$43 B
|
| Vermillion & White Wealth Management Group, LLC |
2026 Q1
|
5/13/2026 |
63
|
$130 M
|
| Seven Post Investment Office LP |
2026 Q1
|
5/13/2026 |
36
|
$310 M
|
| MEDICI CAPITAL LLC |
2026 Q1
|
5/13/2026 |
11
|
$81 M
|
| Periscope Capital Inc. |
2026 Q1
|
5/13/2026 |
429
|
$900 M
|
| IF Advisors, LLC |
2026 Q1
|
5/13/2026 |
53
|
$140 M
|
| PLATINUM INVESTMENT MANAGEMENT LTD |
2026 Q1
|
5/13/2026 |
89
|
$400 M
|
| Riverview Capital Advisers, LLC |
2026 Q1
|
5/13/2026 |
86
|
$300 M
|
| Brentview Investment Management LLC |
2026 Q1
|
5/13/2026 |
63
|
$230 M
|
| Deuterium Capital Management, LLC |
2026 Q1
|
5/13/2026 |
26
|
$86 M
|
| Sloy Dahl & Holst, LLC |
2026 Q1
|
5/13/2026 |
112
|
$730 M
|
| Jacobi Capital Management LLC |
2026 Q1
|
5/13/2026 |
632
|
$1.8 B
|
| Leo H. Evart, Inc. |
2026 Q1 - RESTATEMENT
|
5/13/2026 |
316
|
$120 M
|
| STANCE CAPITAL LLC |
2026 Q1
|
5/13/2026 |
346
|
$210 M
|
| SSI INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/13/2026 |
548
|
$1.4 B
|
| MARATHON CAPITAL MANAGEMENT |
2026 Q1
|
5/13/2026 |
171
|
$450 M
|
| Aspirean Wealth, LLC |
2026 Q1
|
5/13/2026 |
18
|
$92 M
|
| WAFRA INC. |
2026 Q1
|
5/13/2026 |
1
|
$6.0 M
|
| Stamos Capital Partners, L.P. |
2026 Q1
|
5/13/2026 |
142
|
$640 M
|
| Cambridge Financial Group, Inc. |
2026 Q1
|
5/13/2026 |
33
|
$270 M
|
| Polymer Capital Management (US) LLC |
2026 Q1
|
5/13/2026 |
803
|
$990 M
|
| Federation des caisses Desjardins du Quebec |
2026 Q1
|
5/13/2026 |
6,218
|
$28 B
|
| Channing Capital Management, LLC |
2026 Q1
|
5/13/2026 |
108
|
$3.9 B
|
| Frec Markets, Inc. |
2026 Q1
|
5/13/2026 |
644
|
$590 M
|
| Ankerstar Wealth, LLC |
2026 Q1
|
5/13/2026 |
961
|
$95 M
|
| Cravens & Co Advisors, LLC |
2026 Q1
|
5/13/2026 |
64
|
$150 M
|
| Owl Creek Wealth Partners LLC |
2026 Q1
|
5/13/2026 |
1,239
|
$280 M
|
| Cove Private Wealth, LLC |
2026 Q1
|
5/13/2026 |
185
|
$440 M
|
| Bienville Capital Management, LLC |
2026 Q1
|
5/13/2026 |
74
|
$550 M
|
| Trajan Wealth LLC |
2026 Q1
|
5/13/2026 |
150
|
$2.5 B
|
| Kerusso Capital Management LLC |
2026 Q1
|
5/13/2026 |
53
|
$200 M
|
| FJ Investments, LLC |
2026 Q1
|
5/13/2026 |
6
|
$1.5 B
|
| University of Illinois Foundation |
2026 Q1
|
5/13/2026 |
31
|
$490 M
|
| Call To Action Foundation |
2026 Q1
|
5/13/2026 |
1
|
$510 M
|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
2026 Q1
|
5/13/2026 |
692
|
$17 B
|
| United American Securities Inc. (d/b/a UAS Asset Management) |
2026 Q1
|
5/13/2026 |
19
|
$460 M
|
| Capital Wealth Alliance, LLC |
2026 Q1
|
5/13/2026 |
93
|
$220 M
|
| GKV Capital Management Co., Inc. |
2026 Q1
|
5/13/2026 |
165
|
$200 M
|
| Veritas Asset Management LLP |
2026 Q1
|
5/13/2026 |
21
|
$5.9 B
|
| Carrhae Capital LLP |
2026 Q1
|
5/13/2026 |
29
|
$3.3 B
|
| RiverGlades Family Offices LLC |
2026 Q1
|
5/13/2026 |
87
|
$170 M
|
| MAIRS & POWER INC |
2026 Q1
|
5/13/2026 |
245
|
$9.8 B
|
| FIDUCIARY FAMILY OFFICE, LLC |
2026 Q1
|
5/13/2026 |
179
|
$350 M
|
| Allred Capital Management, LLC |
2026 Q1
|
5/13/2026 |
155
|
$270 M
|
| Redwood Family Wealth LLC |
2026 Q1
|
5/13/2026 |
102
|
$100 M
|
| Financial Synergies Wealth Advisors, Inc. |
2026 Q1
|
5/13/2026 |
131
|
$1.0 B
|
| George Kaiser Family Foundation |
2026 Q1
|
5/13/2026 |
71
|
$880 M
|
| ShoreHaven Wealth Partners, LLC |
2026 Q1
|
5/13/2026 |
103
|
$280 M
|
| Garden State Investment Advisory Services LLC |
2026 Q1
|
5/13/2026 |
339
|
$450 M
|
| Lighthouse Financial LLC |
2026 Q1
|
5/13/2026 |
76
|
$170 M
|
| Anson Capital, Inc. |
2026 Q1
|
5/13/2026 |
90
|
$150 M
|
| Hidden Lake Asset Management LP |
2026 Q1
|
5/13/2026 |
28
|
$330 M
|
| MARTIN & CO INC /TN/ |
2026 Q1
|
5/13/2026 |
101
|
$590 M
|
| Northwest & Ethical Investments L.P. |
2026 Q1
|
5/13/2026 |
526
|
$4.3 B
|
| IAT REINSURANCE CO LTD. |
2026 Q1
|
5/13/2026 |
67
|
$310 M
|
| AFBI LP |
2026 Q1
|
5/13/2026 |
1
|
$130 M
|
| DEEPWATER ASSET MANAGEMENT, LLC |
2026 Q1
|
5/13/2026 |
39
|
$160 M
|
| Pioneer Family Office, LLC |
2025 Q4
|
5/13/2026 |
136
|
$150 M
|
| Sciencast Management LP |
2026 Q1
|
5/13/2026 |
243
|
$790 M
|
| Pioneer Family Office, LLC |
2026 Q1
|
5/13/2026 |
122
|
$160 M
|
| Heritage Wealth Advisors |
2026 Q1
|
5/13/2026 |
692
|
$2.6 B
|
| LM Advisors LLC |
2026 Q1
|
5/13/2026 |
212
|
$6.3 M
|
| Liberty 77 Capital L.P. |
2026 Q1
|
5/13/2026 |
3
|
$1.5 B
|
| Cynosure Group, LLC |
2026 Q1
|
5/13/2026 |
292
|
$800 M
|
| Allie Family Office LLC |
2026 Q1
|
5/13/2026 |
103
|
$230 M
|
| Aviso Financial Inc. |
2026 Q1
|
5/13/2026 |
338
|
$2.8 B
|
| Douglass Winthrop Advisors, LLC |
2026 Q1
|
5/13/2026 |
303
|
$5.5 B
|
| Alpha Family Trust |
2026 Q1
|
5/13/2026 |
203
|
$210 M
|
| Lavaca Capital LLC |
2026 Q1
|
5/13/2026 |
286
|
$560 M
|
| Mizuho Markets Cayman LP |
2026 Q1
|
5/13/2026 |
86
|
$1.9 B
|
| Bowie Capital Management, LLC |
2026 Q1
|
5/13/2026 |
36
|
$2.7 B
|
| STEELHEAD PARTNERS LLC |
2026 Q1
|
5/13/2026 |
24
|
$1.4 B
|
| Kore Advisors LP |
2026 Q1
|
5/13/2026 |
17
|
$93 M
|
| Dynamic Wealth Strategies, LLC |
2026 Q1
|
5/13/2026 |
288
|
$170 M
|
| Aureus Asset Management, LLC |
2026 Q1
|
5/13/2026 |
225
|
$1.5 B
|
| Prestige Wealth Management Group LLC |
2026 Q1
|
5/13/2026 |
1,407
|
$510 M
|
| KCM Capital Inc |
2026 Q1
|
5/13/2026 |
35
|
$620 M
|
| RHODES INVESTMENT ADVISORS INC /ADV |
2025 Q4
|
5/13/2026 |
116
|
$120 M
|
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC |
2026 Q1
|
5/13/2026 |
48
|
$2.5 B
|
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
2026 Q1
|
5/13/2026 |
64
|
$6.3 B
|
| Quantum Capital Management, LLC / NJ |
2026 Q1
|
5/13/2026 |
34
|
$780 M
|
| Silversmith Partners I GP, LLC |
2026 Q1
|
5/13/2026 |
1
|
$39 M
|
| LEVIN CAPITAL STRATEGIES, L.P. |
2026 Q1
|
5/13/2026 |
232
|
$1.3 B
|
| Bratton Capital Management, L.P. |
2026 Q1
|
5/13/2026 |
1
|
$41 M
|
| Clearwater Capital Advisors, LLC |
2026 Q1
|
5/13/2026 |
177
|
$1.2 B
|
| AR ASSET MANAGEMENT INC |
2026 Q1
|
5/13/2026 |
119
|
$520 M
|
| CRCM LP |
2026 Q1
|
5/13/2026 |
16
|
$140 M
|
| KENNEDY CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/13/2026 |
535
|
$4.7 B
|
| Carter Financial, LLC |
2026 Q1
|
5/13/2026 |
28
|
$110 M
|
| DEVON ENERGY CORP/DE |
2026 Q1
|
5/13/2026 |
1
|
$480 M
|
| Parkside Financial Bank & Trust |
2026 Q1
|
5/13/2026 |
4,123
|
$1.3 B
|
| THIRD AVENUE MANAGEMENT LLC |
2026 Q1
|
5/13/2026 |
53
|
$620 M
|
| Roger Wittlin Investment Advisory, LLC |
2026 Q1
|
5/13/2026 |
39
|
$120 M
|
| Provident Investment Management, Inc. |
2026 Q1
|
5/13/2026 |
84
|
$1.0 B
|