| Alliance Wealth Advisors, LLC |
2026 Q1
|
5/13/2026 |
159
|
$230 M
|
| Benchmark Investment Advisors LLC |
2026 Q1
|
5/13/2026 |
76
|
$170 M
|
| Argent Trust Co |
2026 Q1
|
5/13/2026 |
1,495
|
$2.9 B
|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
2026 Q1
|
5/13/2026 |
503
|
$31 B
|
| GLR Partners, LLC |
2026 Q1
|
5/13/2026 |
102
|
$180 M
|
| TOBIAS FINANCIAL ADVISORS, INC. |
2026 Q1
|
5/13/2026 |
143
|
$720 M
|
| Arkos Global Advisors |
2026 Q1
|
5/13/2026 |
199
|
$800 M
|
| Synergy Asset Management, LLC |
2026 Q1
|
5/13/2026 |
252
|
$940 M
|
| PYA Waltman Capital, LLC |
2026 Q1
|
5/13/2026 |
67
|
$360 M
|
| Vitol Holding B.V. |
2026 Q1
|
5/13/2026 |
2
|
$12 M
|
| NorthCoast Asset Management LLC |
2026 Q1
|
5/13/2026 |
484
|
$4.3 B
|
| Freestone Capital Holdings, LLC |
2026 Q1
|
5/13/2026 |
571
|
$3.3 B
|
| Boulay Financial Advisors, LLC |
2026 Q1
|
5/13/2026 |
5
|
$870 M
|
| TOWNSQUARE CAPITAL LLC |
2026 Q1
|
5/13/2026 |
630
|
$440 M
|
| Egerton Capital (UK) LLP |
2026 Q1
|
5/13/2026 |
24
|
$9.0 B
|
| Teilinger Capital Ltd. |
2026 Q1
|
5/13/2026 |
15
|
$1.3 B
|
| RR Advisors, LLC |
2026 Q1
|
5/13/2026 |
27
|
$360 M
|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
2026 Q1
|
5/13/2026 |
197
|
$130 B
|
| Orion Porfolio Solutions, LLC |
2026 Q1
|
5/13/2026 |
2,967
|
$12 B
|
| Nierenberg Investment Management Company, LLC |
2026 Q1
|
5/13/2026 |
46
|
$200 M
|
| BTS Asset Management, Inc. |
2026 Q1
|
5/13/2026 |
31
|
$26 M
|
| Drake & Associates, LLC |
2026 Q1
|
5/13/2026 |
97
|
$520 M
|
| Balanced Rock Investment Advisors LLC |
2026 Q1
|
5/13/2026 |
96
|
$140 M
|
| MAINSAIL ASSET MANAGEMENT, LLC |
2026 Q1
|
5/13/2026 |
112
|
$220 M
|
| Geometric Wealth Advisors |
2026 Q1
|
5/13/2026 |
85
|
$800 M
|
| GARDNER RUSSO & QUINN LLC |
2026 Q1
|
5/13/2026 |
86
|
$8.5 B
|
| Cunning Capital Partners, LP |
2026 Q1
|
5/13/2026 |
56
|
$200 M
|
| RENAISSANCE GROUP LLC |
2026 Q1
|
5/13/2026 |
234
|
$2.4 B
|
| LAFFER TENGLER INVESTMENTS, INC. |
2026 Q1
|
5/13/2026 |
182
|
$680 M
|
| Corsicana & Co. |
2026 Q1
|
5/13/2026 |
276
|
$160 M
|
| Truvestments Capital LLC |
2026 Q1
|
5/13/2026 |
1,176
|
$550 M
|
| Oceanic Investment Management LTD |
2026 Q1
|
5/13/2026 |
43
|
$120 M
|
| Stembrook Asset Management, LLC |
2026 Q1
|
5/13/2026 |
48
|
$100 M
|
| SKBA CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/13/2026 |
79
|
$730 M
|
| West Virginia University Foundation, Inc |
2026 Q1
|
5/13/2026 |
2
|
$620 M
|
| Daiwa Securities Group Inc. |
2026 Q1
|
5/13/2026 |
1,642
|
$35 B
|
| Hudock, Inc. |
2026 Q1
|
5/13/2026 |
200
|
$680 M
|
| XPONANCE LLC |
2026 Q1
|
5/13/2026 |
1,686
|
$14 B
|
| Proem Advisors LLC |
2026 Q1
|
5/13/2026 |
36
|
$1.7 B
|
| Richard W. Paul & Associates, LLC |
2026 Q1
|
5/13/2026 |
300
|
$300 M
|
| D L CARLSON INVESTMENT GROUP INC |
2026 Q1
|
5/13/2026 |
135
|
$580 M
|
| Park Square Financial Group, LLC |
2026 Q1
|
5/13/2026 |
288
|
$13 M
|
| WESTCO ADVISORY SERVICES INC /ADV |
2025 Q4
|
5/13/2026 |
93
|
$160 M
|
| Pacifica Capital Investments, LLC |
2026 Q1
|
5/13/2026 |
15
|
$290 M
|
| Abbot Financial Management, Inc. |
2026 Q1
|
5/13/2026 |
138
|
$240 M
|
| Findlay Park Partners LLP |
2026 Q1
|
5/13/2026 |
56
|
$7.2 B
|
| CASCADE INVESTMENT GROUP, INC. |
2026 Q1
|
5/13/2026 |
147
|
$150 M
|
| ROBOTTI ROBERT |
2026 Q1
|
5/13/2026 |
78
|
$640 M
|
| Inlet Private Wealth, LLC |
2026 Q1
|
5/13/2026 |
128
|
$390 M
|
| Cercano Management LLC |
2026 Q1
|
5/13/2026 |
167
|
$2.3 B
|
| Cornerstone Select Advisors, LLC |
2026 Q1
|
5/13/2026 |
124
|
$160 M
|
| Gordian Capital Singapore Pte Ltd |
2026 Q1
|
5/13/2026 |
124
|
$60 M
|
| PHILADELPHIA TRUST CO |
2026 Q1
|
5/13/2026 |
265
|
$1.4 B
|
| Capital CS Group, LLC |
2026 Q1
|
5/13/2026 |
61
|
$49 M
|
| FRANKLIN RESOURCES INC |
2026 Q1
|
5/13/2026 |
14,782
|
$410 B
|
| Capital International Investors |
2026 Q1
|
5/13/2026 |
438
|
$430 B
|
| Havemeyer Place LP |
2026 Q1
|
5/13/2026 |
498
|
$870 M
|
| New Mountain Capital, L.L.C. |
2026 Q1
|
5/13/2026 |
1
|
$110 M
|
| Capital International, Inc./CA/ |
2026 Q1
|
5/13/2026 |
303
|
$13 B
|
| Capital Group Private Client Services, Inc. |
2026 Q1
|
5/13/2026 |
240
|
$5.9 B
|
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. |
2026 Q1
|
5/13/2026 |
140
|
$580 M
|
| Capital World Investors |
2026 Q1
|
5/13/2026 |
620
|
$730 B
|
| Applied Fundamental Research, LLC |
2026 Q1
|
5/13/2026 |
10
|
$76 M
|
| CAPITAL INTERNATIONAL SARL |
2026 Q1
|
5/13/2026 |
287
|
$6.1 B
|
| TRANSCEND CAPITAL ADVISORS, LLC |
2026 Q1
|
5/13/2026 |
723
|
$1.2 B
|
| CAPITAL INTERNATIONAL LTD /CA/ |
2026 Q1
|
5/13/2026 |
146
|
$2.7 B
|
| RHL GROUP, LLC |
2026 Q1
|
5/13/2026 |
242
|
$120 M
|
| Clearbridge Investments, LLC |
2026 Q1
|
5/13/2026 |
794
|
$110 B
|
| Capital Research Global Investors |
2026 Q1
|
5/13/2026 |
459
|
$640 B
|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
2026 Q1
|
5/13/2026 |
2,776
|
$20 B
|
| 1620 INVESTMENT ADVISORS, INC. |
2026 Q1
|
5/13/2026 |
658
|
$150 M
|
| JPMORGAN CHASE & CO |
2026 Q1 - RESTATEMENT
|
5/13/2026 |
33,063
|
$1.6 T
|
| Valued Retirements, Inc. |
2026 Q1
|
5/13/2026 |
90
|
$100 M
|
| INGALLS & SNYDER LLC |
2026 Q1
|
5/13/2026 |
471
|
$2.8 B
|
| BANK OZK |
2026 Q1
|
5/13/2026 |
263
|
$280 M
|
| Stonehage Fleming Financial Services Holdings Ltd |
2026 Q1
|
5/13/2026 |
287
|
$2.7 B
|
| INVICTUS PRIVATE WEALTH, LLC |
2026 Q1
|
5/13/2026 |
85
|
$1.6 B
|
| Holowesko Partners Ltd. |
2026 Q1
|
5/13/2026 |
31
|
$360 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2026 Q1
|
5/13/2026 |
86
|
$330 M
|
| Pitcairn Wealth Advisors LLC |
2026 Q1
|
5/13/2026 |
271
|
$1.1 B
|
| AltraVue Capital, LLC |
2026 Q1
|
5/13/2026 |
49
|
$1.2 B
|
| Vesey Street Capital Partners, L.L.C. |
2026 Q1
|
5/13/2026 |
2
|
$86 M
|
| BNB Wealth Management, LLC |
2026 Q1
|
5/13/2026 |
90
|
$160 M
|
| OPUS INVESTMENT MANAGEMENT INC |
2026 Q1
|
5/13/2026 |
30
|
$170 M
|
| Nicollet Investment Management, Inc. |
2026 Q1
|
5/13/2026 |
76
|
$290 M
|
| BRIGHT VALLEY CAPITAL Ltd |
2026 Q1
|
5/13/2026 |
13
|
$150 M
|
| Promethos Capital, LLC |
2026 Q1
|
5/13/2026 |
46
|
$370 M
|
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
2026 Q1
|
5/13/2026 |
14
|
$850 M
|
| Buckley Wealth Management, LLC |
2026 Q1
|
5/13/2026 |
103
|
$390 M
|
| Black Creek Investment Management Inc. |
2026 Q1
|
5/13/2026 |
25
|
$1.9 B
|
| PRING TURNER CAPITAL GROUP INC |
2026 Q1
|
5/13/2026 |
72
|
$170 M
|
| Taproot Management LP |
2026 Q1
|
5/13/2026 |
180
|
$530 M
|
| HERALD INVESTMENT MANAGEMENT Ltd |
2026 Q1
|
5/13/2026 |
97
|
$720 M
|
| Family Office Research LLC |
2026 Q1
|
5/13/2026 |
75
|
$230 M
|
| Cliffwater LLC |
2026 Q1
|
5/13/2026 |
20
|
$380 M
|
| Hirtle & Co., LLC |
2026 Q1
|
5/13/2026 |
112
|
$2.9 B
|
| Ensign Peak Advisors, Inc |
2026 Q1
|
5/13/2026 |
1,708
|
$54 B
|
| Factorial Partners, LLC |
2026 Q1
|
5/13/2026 |
60
|
$140 M
|
| BANK OF MONTREAL /CAN/ |
2026 Q1
|
5/13/2026 |
13,875
|
$270 B
|
| 1888 Investments, LLC |
2026 Q1
|
5/13/2026 |
3
|
$63 M
|