| Ameritas Investment Partners, Inc. |
2026 Q1
|
5/13/2026 |
3,722
|
$3.3 B
|
| LINCLUDEN MANAGEMENT LTD |
2026 Q1
|
5/13/2026 |
70
|
$940 M
|
| Private Wealth Advisors, LLC |
2026 Q1
|
5/13/2026 |
95
|
$360 M
|
| iSAM Funds (UK) Ltd |
2026 Q1
|
5/13/2026 |
291
|
$200 M
|
| PKS Advisory Services, LLC |
2026 Q1
|
5/13/2026 |
228
|
$430 M
|
| Focus Partners Advisor Solutions, LLC |
2026 Q1
|
5/13/2026 |
1,249
|
$9.9 B
|
| Intrepid Financial Planning Group LLC |
2026 Q1
|
5/13/2026 |
125
|
$250 M
|
| TLS Advisors LLC |
2026 Q1
|
5/13/2026 |
16
|
$42 M
|
| Latash Investments, LLC |
2026 Q1
|
5/13/2026 |
19
|
$130 M
|
| INDUS CAPITAL PARTNERS, LLC |
2026 Q1
|
5/13/2026 |
2
|
$40 M
|
| NFJ INVESTMENT GROUP, LLC |
2026 Q1
|
5/13/2026 |
388
|
$2.6 B
|
| South Street Advisors LLC |
2026 Q1
|
5/13/2026 |
83
|
$690 M
|
| Rosenblum Silverman Sutton S F Inc /ca |
2026 Q1
|
5/13/2026 |
76
|
$380 M
|
| Toronado Partners, LLC |
2026 Q1
|
5/13/2026 |
11
|
$53 M
|
| Hauser Brothers GmbH |
2026 Q1
|
5/13/2026 |
4
|
$71 M
|
| Callan Family Office, LLC |
2026 Q1
|
5/13/2026 |
1,131
|
$4.4 B
|
| Valor Management LLC |
2026 Q1
|
5/13/2026 |
5
|
$180 M
|
| COMGEST GLOBAL INVESTORS S.A.S. |
2026 Q1
|
5/13/2026 |
52
|
$4.6 B
|
| Sierra Legacy Group |
2026 Q1
|
5/13/2026 |
77
|
$130 M
|
| Bluegrass Capital Partners LP |
2026 Q1
|
5/13/2026 |
10
|
$140 M
|
| GW&K Investment Management, LLC |
2026 Q1
|
5/13/2026 |
1,197
|
$11 B
|
| Integrated Quantitative Investments LLC |
2026 Q1
|
5/13/2026 |
385
|
$550 M
|
| CPWA, LLC |
2026 Q1
|
5/13/2026 |
90
|
$84 M
|
| Avestar Capital, LLC |
2026 Q1
|
5/13/2026 |
509
|
$1.6 B
|
| MONETARY MANAGEMENT GROUP INC |
2026 Q1
|
5/13/2026 |
332
|
$420 M
|
| BlackRock, Inc. |
2026 Q1
|
5/13/2026 |
|
$0
|
| Public Sector Pension Investment Board |
2026 Q1
|
5/13/2026 |
1,325
|
$32 B
|
| Santa Clara Valley Transportation Authority |
2026 Q1
|
5/13/2026 |
4
|
$120 M
|
| Fairbanks Capital Management, Inc. |
2026 Q1
|
5/13/2026 |
51
|
$160 M
|
| SACHEM HILL LLC |
2026 Q1
|
5/13/2026 |
65
|
$520 M
|
| Militia Capital Management LLC |
2026 Q1
|
5/13/2026 |
257
|
$440 M
|
| Kopernik Global Investors, LLC |
2026 Q1
|
5/13/2026 |
31
|
$1.4 B
|
| Measured Wealth Private Client Group, LLC |
2026 Q1
|
5/13/2026 |
726
|
$370 M
|
| Signature Equity Partners, LLC |
2026 Q1
|
5/13/2026 |
1,550
|
$190 M
|
| Impala Asset Management LLC |
2026 Q1
|
5/13/2026 |
26
|
$210 M
|
| CARNEGIE MELLON UNIVERSITY |
2026 Q1
|
5/13/2026 |
6
|
$64 M
|
| LFL Advisers, LLC |
2026 Q1
|
5/13/2026 |
9
|
$330 M
|
| Godshalk Welsh Capital Management, Inc. |
2026 Q1
|
5/13/2026 |
129
|
$170 M
|
| Decheng Capital LLC |
2026 Q1
|
5/13/2026 |
14
|
$660 M
|
| Barbara Oil Co. |
2026 Q1
|
5/13/2026 |
69
|
$260 M
|
| NewEdge Wealth, LLC |
2026 Q1
|
5/13/2026 |
1,128
|
$8.4 B
|
| WIREGRASS INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/13/2026 |
96
|
$120 M
|
| SOUTHERNSUN ASSET MANAGEMENT, LLC |
2026 Q1
|
5/13/2026 |
31
|
$690 M
|
| Blacksheep Fund Management Ltd |
2026 Q1
|
5/13/2026 |
8
|
$250 M
|
| Arvest Bank Trust Division |
2026 Q1
|
5/13/2026 |
307
|
$1.8 B
|
| Alpha Financial Partners LLC |
2026 Q1
|
5/13/2026 |
103
|
$170 M
|
| PETRA FINANCIAL ADVISORS INC |
2026 Q1
|
5/13/2026 |
117
|
$160 M
|
| Summitas Investment Management LLC |
2026 Q1
|
5/13/2026 |
10
|
$130 M
|
| Nalanda India Equity Fund Ltd |
2026 Q1
|
5/13/2026 |
1
|
$510 M
|
| Alesco Advisors, LLC, An ESL Co |
2026 Q1
|
5/13/2026 |
243
|
$3.9 B
|
| FIRST CITIZENS BANK & TRUST CO |
2026 Q1
|
5/13/2026 |
925
|
$4.7 B
|
| WealthCollab, LLC |
2026 Q1
|
5/13/2026 |
1,059
|
$240 M
|
| Daner Wealth Management, LLC |
2026 Q1
|
5/13/2026 |
88
|
$170 M
|
| Goepper Burkhardt LLC |
2026 Q1
|
5/13/2026 |
97
|
$300 M
|
| Acumen Wealth Advisors, LLC |
2026 Q1
|
5/13/2026 |
513
|
$370 M
|
| Transmarket Holdings LP |
2025 Q4
|
5/13/2026 |
40
|
$140 M
|
| CI INVESTMENTS INC. |
2026 Q1
|
5/13/2026 |
646
|
$21 B
|
| FIRST TRUST ADVISORS LP |
2026 Q1
|
5/13/2026 |
2,882
|
$140 B
|
| Transmarket Holdings LP |
2026 Q1
|
5/13/2026 |
39
|
$190 M
|
| NATIXIS ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
2,085
|
$72 B
|
| RWA WEALTH PARTNERS, LLC |
2026 Q1
|
5/13/2026 |
892
|
$9.1 B
|
| B & T Capital Management DBA Alpha Capital Management |
2026 Q1
|
5/13/2026 |
115
|
$690 M
|
| Avidity Partners Management LP |
2026 Q1
|
5/13/2026 |
46
|
$440 M
|
| Arax Advisory Partners |
2026 Q1
|
5/13/2026 |
3,766
|
$3.5 B
|
| Hudson Bay Capital Management LP |
2026 Q1
|
5/13/2026 |
1,607
|
$29 B
|
| Remedium Capital Partners, LLC |
2026 Q1
|
5/13/2026 |
6
|
$320 M
|
| FORTRESS PRIVATE LEDGER, LLC |
2026 Q1
|
5/13/2026 |
252
|
$320 M
|
| FSB PREMIER WEALTH MANAGEMENT, INC. |
2026 Q1
|
5/13/2026 |
251
|
$320 M
|
| Sassicaia Capital Advisers LLC |
2026 Q1
|
5/13/2026 |
34
|
$89 M
|
| CNO Financial Group, Inc. |
2026 Q1
|
5/13/2026 |
18
|
$170 M
|
| Choate Investment Advisors |
2026 Q1
|
5/13/2026 |
438
|
$5.1 B
|
| MOON CAPITAL MANAGEMENT LP |
2026 Q1
|
5/13/2026 |
13
|
$170 M
|
| Hollow Brook Wealth Management LLC |
2026 Q1
|
5/13/2026 |
70
|
$390 M
|
| Great Mountain Partners LLC |
2026 Q1
|
5/13/2026 |
1
|
$15 M
|
| Crews Bank & Trust |
2026 Q1
|
5/13/2026 |
673
|
$690 M
|
| ETF Portfolio Partners, Inc. |
2026 Q1
|
5/13/2026 |
68
|
$380 M
|
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY |
2026 Q1
|
5/13/2026 |
5
|
$580 M
|
| Bridge City Capital, LLC |
2026 Q1
|
5/13/2026 |
108
|
$360 M
|
| Olympiad Research LP |
2026 Q1
|
5/13/2026 |
86
|
$33 M
|
| EDMOND DE ROTHSCHILD HOLDING S.A. |
2026 Q1
|
5/13/2026 |
973
|
$6.9 B
|
| PRINCIPAL SECURITIES, INC. |
2026 Q1
|
5/13/2026 |
1,411
|
$6.8 B
|
| Waterfront Capital Partners, LLC |
2026 Q1
|
5/13/2026 |
1
|
$0
|
| Parkshore Wealth Management, Inc. |
2026 Q1
|
5/13/2026 |
69
|
$300 M
|
| Quantbot Technologies LP |
2026 Q1
|
5/13/2026 |
1,650
|
$2.4 B
|
| SCOTIA CAPITAL INC. |
2026 Q1
|
5/13/2026 |
916
|
$24 B
|
| GLOBAL STRATEGIC MANAGEMENT INC |
2026 Q1
|
5/13/2026 |
25
|
$120 M
|
| Fusion Capital, LLC |
2026 Q1
|
5/13/2026 |
104
|
$370 M
|
| Martin Investment Management, LLC |
2026 Q1
|
5/13/2026 |
46
|
$330 M
|
| Inspire Investing, LLC |
2026 Q1 - NEW HOLDINGS
|
5/13/2026 |
313
|
$500 M
|
| BANK OF NOVA SCOTIA TRUST CO |
2026 Q1
|
5/13/2026 |
283
|
$1.2 B
|
| Atlas Wealth LLC |
2026 Q1 - RESTATEMENT
|
5/13/2026 |
115
|
$330 M
|
| Banque Transatlantique SA |
2026 Q1
|
5/13/2026 |
463
|
$4.2 B
|
| Employees Retirement System of Texas |
2026 Q1
|
5/13/2026 |
493
|
$11 B
|
| ALETHEA CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/13/2026 |
14
|
$190 M
|
| GeoWealth Management, LLC |
2026 Q1
|
5/13/2026 |
950
|
$2.8 B
|
| Decker Wealth Management LLC |
2025 Q4
|
5/13/2026 |
105
|
$460 M
|
| Invst, LLC |
2026 Q1
|
5/13/2026 |
341
|
$890 M
|
| Heritage Trust Co |
2026 Q1
|
5/13/2026 |
472
|
$1.0 B
|
| Ridge Creek Global, Inc |
2026 Q1
|
5/13/2026 |
85
|
$120 M
|
| MIC Capital Management UK LLP |
2026 Q1
|
5/13/2026 |
18
|
$350 M
|