| Triple Frond Partners LLC |
2025 Q1
|
5/13/2025 |
10
|
$740 M
|
| BANK OZK |
2025 Q1
|
5/13/2025 |
259
|
$240 M
|
| SRB CORP |
2025 Q1
|
5/13/2025 |
43
|
$1.5 B
|
| EDGAR LOMAX CO/VA |
2025 Q1
|
5/13/2025 |
58
|
$1.6 B
|
| QSV Equity Investors LLC |
2025 Q1
|
5/13/2025 |
87
|
$97 M
|
| Cornerstone Select Advisors, LLC |
2025 Q1
|
5/13/2025 |
112
|
$110 M
|
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2025 Q1
|
5/13/2025 |
81
|
$340 M
|
| Texas Capital Bank Wealth Management Services Inc |
2025 Q1
|
5/13/2025 |
209
|
$990 M
|
| Texas Capital Bancshares Inc/TX |
2025 Q1
|
5/13/2025 |
128
|
$230 M
|
| bLong Financial, LLC |
2025 Q1
|
5/13/2025 |
77
|
$110 M
|
| Ethos Financial Group, LLC |
2025 Q1
|
5/13/2025 |
466
|
$1.0 B
|
| RED TREE MANAGEMENT, LLC |
2025 Q1
|
5/13/2025 |
4
|
$93 M
|
| Trigran Investments, Inc. |
2025 Q1
|
5/13/2025 |
45
|
$680 M
|
| VALUE HOLDINGS MANAGEMENT CO. LLC |
2025 Q1
|
5/13/2025 |
34
|
$530 M
|
| George Kaiser Family Foundation |
2025 Q1
|
5/13/2025 |
68
|
$680 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2025 Q1
|
5/13/2025 |
58
|
$340 M
|
| H&F Corporate Investors X, Ltd. |
2025 Q1
|
5/13/2025 |
1
|
$0
|
| AMERICAN INTERNATIONAL GROUP, INC. |
2025 Q1
|
5/13/2025 |
3
|
$4.3 B
|
| LeConte Wealth Management, LLC |
2025 Q1
|
5/13/2025 |
56
|
$160 M
|
| H&F Corporate Investors VIII, Ltd. |
2025 Q1
|
5/13/2025 |
1
|
$110 M
|
| Moment Partners, LLC |
2025 Q1
|
5/13/2025 |
113
|
$500 M
|
| Northwest & Ethical Investments L.P. |
2025 Q1
|
5/13/2025 |
470
|
$3.7 B
|
| H&F Corporate Investors IX, Ltd. |
2025 Q1
|
5/13/2025 |
1
|
$91 M
|
| Global View Capital Management LLC |
2025 Q1
|
5/13/2025 |
105
|
$280 M
|
| FCG Investment Co |
2025 Q1
|
5/13/2025 |
83
|
$160 M
|
| Freestone Capital Holdings, LLC |
2025 Q1
|
5/13/2025 |
446
|
$2.7 B
|
| SPRENG CAPITAL MANAGEMENT, INC. |
2025 Q1
|
5/13/2025 |
75
|
$220 M
|
| Starr Indemnity & Liability Co |
2025 Q1
|
5/13/2025 |
5
|
$210 M
|
| Compass Financial Group, INC/SD |
2025 Q1
|
5/13/2025 |
93
|
$530 M
|
| Seek First Inc. |
2025 Q1
|
5/13/2025 |
53
|
$110 M
|
| MAKENA CAPITAL MANAGEMENT LLC |
2025 Q1
|
5/13/2025 |
25
|
$970 M
|
| Slotnik Capital, LLC |
2025 Q1
|
5/13/2025 |
23
|
$210 M
|
| C V STARR & CO INC |
2025 Q1
|
5/13/2025 |
5
|
$130 M
|
| AFFINITY INVESTMENT ADVISORS, LLC |
2025 Q1
|
5/13/2025 |
140
|
$120 M
|
| New Leaf Venture Partners, L.L.C. |
2025 Q1
|
5/13/2025 |
9
|
$45 M
|
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
2025 Q1
|
5/13/2025 |
69
|
$75 M
|
| Tyler-Stone Wealth Management |
2025 Q1
|
5/13/2025 |
318
|
$560 M
|
| Aldebaran Capital, LLC |
2025 Q1
|
5/13/2025 |
41
|
$110 M
|
| Knuff & Co LLC |
2025 Q1
|
5/13/2025 |
134
|
$300 M
|
| FIFTH LANE CAPITAL, LP |
2025 Q1
|
5/13/2025 |
34
|
$23 M
|
| Bowie Capital Management, LLC |
2025 Q1
|
5/13/2025 |
37
|
$2.1 B
|
| Orland Properties Ltd |
2025 Q1
|
5/13/2025 |
7
|
$83 M
|
| Galileo (PTC) Ltd |
2025 Q1
|
5/13/2025 |
2
|
$65 M
|
| RMR Capital Management, LLC |
2025 Q1
|
5/13/2025 |
79
|
$140 M
|
| MWG Management Ltd. |
2025 Q1
|
5/13/2025 |
3
|
$59 M
|
| TFJ Management, LLC |
2025 Q1
|
5/13/2025 |
14
|
$110 M
|
| SEAVIEW INVESTMENT MANAGERS LLC |
2025 Q1 - RESTATEMENT
|
5/13/2025 |
314
|
$410 M
|
| MUHLENKAMP & CO INC |
2025 Q1
|
5/13/2025 |
26
|
$310 M
|
| Qtron Investments LLC |
2025 Q1
|
5/13/2025 |
377
|
$670 M
|
| Alpha Family Trust |
2025 Q1
|
5/13/2025 |
169
|
$170 M
|
| Discerene Group LP |
2025 Q1
|
5/13/2025 |
13
|
$1.0 B
|
| Sand Hill Global Advisors, LLC |
2025 Q1
|
5/13/2025 |
194
|
$2.4 B
|
| Aptus Capital Advisors, LLC |
2025 Q1
|
5/13/2025 |
1,680
|
$9.7 B
|
| RW Investment Management LLC |
2025 Q1
|
5/13/2025 |
108
|
$810 M
|
| CCM INVESTMENT GROUP, LLC |
2024 Q4
|
5/13/2025 |
208
|
$920 M
|
| Pfizer Inc |
2025 Q1
|
5/13/2025 |
24
|
$500 M
|
| ALLEN WEALTH MANAGEMENT, LLC |
2025 Q1
|
5/13/2025 |
61
|
$150 M
|
| Watts Gwilliam & Co., LLC |
2025 Q1
|
5/13/2025 |
227
|
$460 M
|
| Aviso Financial Inc. |
2025 Q1
|
5/13/2025 |
351
|
$2.0 B
|
| Community Bank & Trust, Waco, Texas |
2025 Q1
|
5/13/2025 |
143
|
$420 M
|
| SFI Advisors, LLC |
2025 Q1
|
5/13/2025 |
72
|
$140 M
|
| Accel Leaders 4 Associates L.P. |
2025 Q1
|
5/13/2025 |
1
|
$97 M
|
| Granite Harbor Advisors, Inc. |
2025 Q1
|
5/13/2025 |
108
|
$190 M
|
| NORTHERN TRUST CORP |
2025 Q1
|
5/13/2025 |
21,514
|
$670 B
|
| Brooklyn Investment Group |
2025 Q1
|
5/13/2025 |
2,769
|
$460 M
|
| PROSPECTOR PARTNERS LLC |
2025 Q1
|
5/13/2025 |
93
|
$890 M
|
| TriaGen Wealth Management LLC |
2025 Q1
|
5/13/2025 |
166
|
$280 M
|
| Keystone Global Partners, LLC |
2025 Q1
|
5/13/2025 |
200
|
$140 M
|
| Elequin Capital, LP |
2025 Q1
|
5/13/2025 |
324
|
$800 M
|
| Accel Growth Fund V Associates L.L.C. |
2025 Q1
|
5/13/2025 |
2
|
$70 M
|
| Versor Investments LP |
2025 Q1
|
5/13/2025 |
681
|
$610 M
|
| SR One Capital Management, LP |
2025 Q1
|
5/13/2025 |
12
|
$390 M
|
| PATRIOT FINANCIAL PARTNERS GP, LP |
2025 Q1
|
5/13/2025 |
10
|
$300 M
|
| Valley Brook Capital Group, Inc. |
2025 Q1
|
5/13/2025 |
111
|
$130 M
|
| BERKSHIRE CAPITAL HOLDINGS INC |
2025 Q1
|
5/13/2025 |
96
|
$210 M
|
| SUMMIT SECURITIES GROUP LLC |
2025 Q1
|
5/13/2025 |
764
|
$640 M
|
| Mill Creek Capital Advisors, LLC |
2025 Q1
|
5/13/2025 |
251
|
$4.1 B
|
| UBS Group AG |
2025 Q1
|
5/13/2025 |
23,156
|
$540 B
|
| CAMBIAR INVESTORS LLC |
2025 Q1
|
5/13/2025 |
154
|
$2.4 B
|
| Round Hill Asset Management |
2025 Q1
|
5/13/2025 |
62
|
$140 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2025 Q1
|
5/13/2025 |
71
|
$1.2 B
|
| Bretton Capital Management, LLC |
2025 Q1
|
5/13/2025 |
20
|
$110 M
|
| GILEAD SCIENCES, INC. |
2025 Q1
|
5/13/2025 |
14
|
$1.2 B
|
| Penn Mutual Asset Management |
2025 Q1
|
5/13/2025 |
62
|
$52 M
|
| Briar Hall Management LLC |
2025 Q1
|
5/13/2025 |
2
|
$6.4 B
|
| Blue Edge Capital, LLC |
2025 Q1
|
5/13/2025 |
109
|
$620 M
|
| Heck Capital Advisors, LLC |
2024 Q4 - RESTATEMENT
|
5/13/2025 |
238
|
$870 M
|
| Foyston, Gordon, & Payne Inc |
2025 Q1
|
5/13/2025 |
57
|
$400 M
|
| 17 CAPITAL PARTNERS, LLC |
2025 Q1
|
5/13/2025 |
136
|
$160 M
|
| AIP, LLC |
2025 Q1
|
5/13/2025 |
2
|
$790 M
|
| Tarsadia Capital, LLC |
2025 Q1
|
5/13/2025 |
1
|
$5.6 M
|
| HSG Holding Ltd |
2025 Q1
|
5/13/2025 |
23
|
$1.7 B
|
| SHEN NEIL NANPENG |
2025 Q1
|
5/13/2025 |
3
|
$170 k
|
| LWM ADVISORS INC |
2025 Q1
|
5/13/2025 |
28
|
$97 M
|
| HFR Wealth Management, LLC |
2025 Q1
|
5/13/2025 |
53
|
$410 M
|
| CacheTech Inc. |
2025 Q1
|
5/13/2025 |
159
|
$510 M
|
| Bandera Partners LLC |
2025 Q1
|
5/13/2025 |
18
|
$280 M
|
| Liberty 77 Capital L.P. |
2025 Q1
|
5/13/2025 |
4
|
$1.1 B
|
| Burgundy Asset Management Ltd. |
2025 Q1
|
5/13/2025 |
109
|
$9.6 B
|
| THOR TRADING ADVISORS, LLC |
2025 Q1
|
5/13/2025 |
2
|
$120 M
|