| New Age Alpha Advisors, LLC |
2026 Q2
|
8/13/2026 |
927
|
$2.4 B
|
| Spahn Wealth & Retirement LLC |
2026 Q2
|
8/13/2026 |
38
|
$160 M
|
| Community Bank, N.A. |
2026 Q2
|
8/13/2026 |
726
|
$930 M
|
| Pennsylvania State University |
2026 Q2
|
8/13/2026 |
3
|
$250 M
|
| Wilmar Advisors LLC |
2026 Q2
|
8/13/2026 |
23
|
$140 M
|
| SFAM, LLC |
2026 Q2
|
8/13/2026 |
262
|
$120 M
|
| Veratis Advisors, Inc. |
2026 Q2
|
8/13/2026 |
84
|
$140 M
|
| Operose Advisors LLC |
2026 Q2
|
8/13/2026 |
523
|
$520 M
|
| Elequin Capital, LP |
2026 Q2
|
8/13/2026 |
693
|
$3.4 B
|
| Creative Planning |
2026 Q2
|
8/13/2026 |
7,093
|
$170 B
|
| PRAGMA GESTAO DE PATRIMONIO LTD |
2026 Q2
|
8/13/2026 |
16
|
$130 M
|
| Horiko Capital Management LLC |
2026 Q2
|
8/13/2026 |
17
|
$570 M
|
| Propel Bio Management, LLC |
2026 Q2
|
8/13/2026 |
29
|
$190 M
|
| CTC LLC |
2026 Q2
|
8/13/2026 |
128
|
$320 B
|
| Applied Fundamental Research, LLC |
2026 Q2
|
8/13/2026 |
10
|
$85 M
|
| Varma Mutual Pension Insurance Co |
2026 Q1 - RESTATEMENT
|
8/13/2026 |
319
|
$17 B
|
| Trajan Wealth LLC |
2026 Q2
|
8/13/2026 |
152
|
$2.6 B
|
| Oxford Wealth Group, LLC |
2026 Q2
|
8/13/2026 |
89
|
$220 M
|
| CTC Alternative Strategies, Ltd. |
2026 Q2
|
8/13/2026 |
83
|
$69 M
|
| ELEVATUS WELATH MANAGEMENT |
2026 Q2
|
8/13/2026 |
243
|
$410 M
|
| Verity Asset Management, Inc. |
2026 Q2
|
8/13/2026 |
223
|
$260 M
|
| PJT Investments Corp. |
2026 Q2
|
8/13/2026 |
10
|
$300 M
|
| Aisling Capital Management LP |
2026 Q2
|
8/13/2026 |
14
|
$470 M
|
| PGIM Custom Harvest LLC |
2026 Q2
|
8/13/2026 |
305
|
$8.0 B
|
| NBZ Investment Advisors LLC |
2026 Q2
|
8/13/2026 |
86
|
$260 M
|
| SEG Family Corp. |
2026 Q2
|
8/13/2026 |
1
|
$200 M
|
| TLT Family Holdco ULC |
2026 Q2
|
8/13/2026 |
9
|
$700 M
|
| First Nebraska Trust Co |
2007 Q3
|
8/13/2026 |
87
|
$240 M
|
| Lepercq De Neuflize Asset Management LLC |
2026 Q2
|
8/13/2026 |
37
|
$160 M
|
| ATLAS CAPITAL ADVISORS INC. |
2026 Q2
|
8/13/2026 |
1,066
|
$870 M
|
| Cladis Investment Advisory, LLC |
2026 Q2
|
8/13/2026 |
173
|
$210 M
|
| Van Hulzen Asset Management, LLC |
2026 Q2
|
8/13/2026 |
388
|
$1.4 B
|
| CANADA LIFE ASSURANCE Co |
2026 Q2
|
8/13/2026 |
1,810
|
$63 B
|
| DKRT Investments Corp. |
2026 Q2
|
8/13/2026 |
50
|
$410 M
|
| HRTG GPE, LLC |
2026 Q2
|
8/13/2026 |
6
|
$2.5 B
|
| Woodbridge Co Ltd |
2026 Q2
|
8/13/2026 |
48
|
$25 B
|
| Brehaut David Pascal |
2026 Q2
|
8/13/2026 |
1
|
$1.1 B
|
| FRANKLIN RESOURCES INC |
2026 Q2
|
8/13/2026 |
14,877
|
$460 B
|
| Northwest & Ethical Investments L.P. |
2026 Q2
|
8/13/2026 |
522
|
$4.3 B
|
| Arvin Capital Management LP |
2026 Q2
|
8/13/2026 |
51
|
$770 M
|
| SWF LLC |
2026 Q2
|
8/13/2026 |
25
|
$1.5 B
|
| Charter Oak Advisors LP |
2026 Q2
|
8/13/2026 |
14
|
$180 M
|
| Trustees of Dartmouth College |
2026 Q2
|
8/13/2026 |
11
|
$330 M
|
| GARDNER RUSSO & QUINN LLC |
2026 Q2
|
8/13/2026 |
85
|
$8.9 B
|
| LCC Family Corp. |
2026 Q2
|
8/13/2026 |
1
|
$250 M
|
| Advisors Asset Management, Inc. |
2018 Q4 - NEW HOLDINGS
|
8/13/2026 |
4
|
$3.0 k
|
| Mason Investment Advisory Services, Inc. |
2026 Q2
|
8/13/2026 |
84
|
$2.6 B
|
| ArrowMark Colorado Holdings LLC |
2026 Q2
|
8/13/2026 |
296
|
$2.4 B
|
| PARK CIRCLE Co |
2026 Q2
|
8/13/2026 |
53
|
$120 M
|
| Baring Fintech Manager Holding Ltd |
2026 Q2
|
8/13/2026 |
1
|
$1.5 B
|
| First Nebraska Trust Co |
2007 Q4
|
8/13/2026 |
78
|
$210 M
|
| Covalis (Gibraltar) Ltd |
2026 Q2
|
8/13/2026 |
2
|
$27 M
|
| MACKENZIE FINANCIAL CORP |
2026 Q2
|
8/13/2026 |
1,554
|
$100 B
|
| Advisors Asset Management, Inc. |
2018 Q4 - RESTATEMENT
|
8/13/2026 |
1,748
|
$5.0 B
|
| Wellesley Asset Management |
2026 Q2
|
8/13/2026 |
64
|
$1.1 B
|
| Rockefeller Capital Management L.P. |
2026 Q2
|
8/13/2026 |
11,392
|
$65 B
|
| Covalis Capital LLP |
2026 Q2
|
8/13/2026 |
101
|
$1.8 B
|
| United Community Bank |
2026 Q2
|
8/13/2026 |
534
|
$320 M
|
| Lind Value II ApS |
2026 Q2
|
8/13/2026 |
7
|
$620 M
|
| Advisors Asset Management, Inc. |
2018 Q3 - NEW HOLDINGS
|
8/13/2026 |
13
|
$17 k
|
| AIHC Capital Management Ltd |
2026 Q2
|
8/13/2026 |
4
|
$100 M
|
| Advisors Asset Management, Inc. |
2018 Q3 - RESTATEMENT
|
8/13/2026 |
1,746
|
$6.1 B
|
| FAIRFIELD, BUSH & CO. |
2026 Q2
|
8/13/2026 |
126
|
$200 M
|
| Plum Street Advisors, LLC |
2026 Q2
|
8/13/2026 |
107
|
$310 M
|
| ELKHORN PARTNERS LIMITED PARTNERSHIP |
2026 Q2
|
8/13/2026 |
50
|
$120 M
|
| Toronado Partners, LLC |
2026 Q2
|
8/13/2026 |
11
|
$36 M
|
| Snowden Capital Advisors LLC |
2026 Q2
|
8/13/2026 |
1,333
|
$4.2 B
|
| Advisors Asset Management, Inc. |
2018 Q2 - NEW HOLDINGS
|
8/13/2026 |
13
|
$32 k
|
| Baring Fintech Fund III Managers Ltd |
2026 Q2
|
8/13/2026 |
1
|
$620 M
|
| Lane Generational LLC |
2026 Q2
|
8/13/2026 |
43
|
$110 M
|
| AIA Group Ltd |
2026 Q2 - RESTATEMENT
|
8/13/2026 |
407
|
$8.0 B
|
| Soundwatch Capital LLC |
2026 Q2
|
8/13/2026 |
53
|
$900 M
|
| Lynx1 Capital Management LP |
2026 Q2 - RESTATEMENT
|
8/13/2026 |
27
|
$870 M
|
| Dana Investment Advisors, Inc. |
2026 Q2
|
8/13/2026 |
572
|
$3.8 B
|
| QVIDTVM Management LLC |
2026 Q2
|
8/13/2026 |
14
|
$77 M
|
| Independent Franchise Partners LLP |
2026 Q2
|
8/13/2026 |
26
|
$15 B
|
| CIM, LLC |
2026 Q2
|
8/13/2026 |
171
|
$770 M
|
| Advisors Asset Management, Inc. |
2018 Q2 - RESTATEMENT
|
8/13/2026 |
1,738
|
$5.9 B
|
| Nykredit A/S |
2026 Q2
|
8/13/2026 |
1,945
|
$32 B
|
| Seven Six Capital Management, LLC |
2026 Q2
|
8/13/2026 |
26
|
$110 M
|
| Clearbridge Investments, LLC |
2026 Q2
|
8/13/2026 |
814
|
$120 B
|
| Owls Nest Partners IA, LLC |
2026 Q2
|
8/13/2026 |
17
|
$310 M
|
| Advisors Asset Management, Inc. |
2018 Q1 - NEW HOLDINGS
|
8/13/2026 |
4
|
$8.0 k
|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
2026 Q2
|
8/13/2026 |
2,929
|
$22 B
|
| SCHRODER INVESTMENT MANAGEMENT GROUP |
2026 Q2
|
8/13/2026 |
3,118
|
$140 B
|
| Advisors Asset Management, Inc. |
2018 Q1 - RESTATEMENT
|
8/13/2026 |
1,689
|
$6.0 B
|
| ROYAL LONDON ASSET MANAGEMENT LTD |
2026 Q2
|
8/13/2026 |
678
|
$54 B
|
| Holowesko Partners Ltd. |
2026 Q2
|
8/13/2026 |
34
|
$390 M
|
| Amova Asset Management Americas, Inc. |
2026 Q2
|
8/13/2026 |
276
|
$7.7 B
|
| Ark Wealth Advisors LLC |
2026 Q2
|
8/13/2026 |
87
|
$110 M
|
| Oribel Capital Management, LP |
2026 Q2
|
8/13/2026 |
143
|
$3.3 B
|
| JBF Capital, Inc. |
2026 Q2
|
8/13/2026 |
100
|
$760 M
|
| Hestia Capital Management, LLC |
2026 Q2
|
8/13/2026 |
9
|
$76 M
|
| SHCP, LLC |
2026 Q2
|
8/13/2026 |
1
|
$0
|
| Legacy Bridge, LLC |
2026 Q2
|
8/13/2026 |
322
|
$320 M
|
| Homestead Advisers Corp |
2026 Q2
|
8/13/2026 |
124
|
$4.0 B
|
| Crabel Capital Management, LLC |
2026 Q2
|
8/13/2026 |
51
|
$140 M
|
| Arvest Bank Trust Division |
2026 Q2
|
8/13/2026 |
331
|
$2.1 B
|
| ISLAY CAPITAL MANAGEMENT, LLC |
2026 Q2
|
8/13/2026 |
231
|
$220 M
|
| Robertson Opportunity Capital, LLC |
2026 Q2
|
8/13/2026 |
29
|
$260 M
|