| First Beijing Investment Ltd |
2026 Q1
|
5/13/2026 |
12
|
$2.3 B
|
| Hikari Tsushin, Inc. |
2026 Q1
|
5/13/2026 |
78
|
$1.5 B
|
| Fairtree Asset Management (Pty) Ltd |
2026 Q1
|
5/13/2026 |
96
|
$220 M
|
| FOLKETRYGDFONDET |
2026 Q1
|
5/13/2026 |
11
|
$5.6 B
|
| BIT Capital GmbH |
2026 Q1
|
5/13/2026 |
92
|
$2.1 B
|
| Pinpoint Asset Management (Singapore) Pte. Ltd. |
2026 Q1
|
5/13/2026 |
150
|
$430 M
|
| Artisan Partners Limited Partnership |
2026 Q1
|
5/13/2026 |
334
|
$62 B
|
| M&G PLC |
2026 Q1
|
5/13/2026 |
424
|
$19 B
|
| Donoghue Forlines LLC |
2026 Q1
|
5/13/2026 |
118
|
$360 M
|
| Achmea Investment Management B.V. |
2026 Q1
|
5/13/2026 |
108
|
$3.8 B
|
| Packer & Co Ltd |
2026 Q1
|
5/13/2026 |
10
|
$270 M
|
| Galilei Investment Office LLP |
2026 Q1
|
5/13/2026 |
27
|
$190 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2026 Q1
|
5/13/2026 |
69
|
$1.2 B
|
| Verger Capital Management LLC |
2026 Q1
|
5/13/2026 |
13
|
$340 M
|
| Dream Peak Capital Ltd |
2026 Q1
|
5/13/2026 |
6
|
$670 M
|
| FTX Recovery Trust |
2026 Q1
|
5/13/2026 |
1
|
$12 M
|
| Delphi Financial Group, Inc. |
2026 Q1
|
5/13/2026 |
32
|
$220 M
|
| Ovata Capital Management Ltd |
2026 Q1
|
5/13/2026 |
38
|
$720 M
|
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2026 Q1
|
5/13/2026 |
85
|
$790 M
|
| Commonwealth Bank of Australia |
2026 Q1
|
5/13/2026 |
2
|
$230 M
|
| Magma Venture Partners General Partner Ltd. |
2026 Q1
|
5/13/2026 |
2
|
$59 M
|
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
2026 Q1
|
5/13/2026 |
41
|
$1.2 B
|
| Bradyco, Inc. |
2026 Q1
|
5/12/2026 |
38
|
$130 M
|
| Delta Investment Management, LLC |
2026 Q1
|
5/12/2026 |
273
|
$560 M
|
| Fox Hill Wealth Management |
2026 Q1
|
5/12/2026 |
117
|
$210 M
|
| Lunt Capital Management, Inc. |
2026 Q1
|
5/12/2026 |
97
|
$260 M
|
| Lynch Investment Planning, LLC |
2026 Q1
|
5/12/2026 |
54
|
$110 M
|
| Leo H. Evart, Inc. |
2026 Q1
|
5/12/2026 |
316
|
$120 M
|
| TIEMANN INVESTMENT ADVISORS, LLC |
2026 Q1
|
5/12/2026 |
204
|
$250 M
|
| Foresight Global Investors, Inc. |
2026 Q1
|
5/12/2026 |
29
|
$150 M
|
| Athos Capital Ltd |
2026 Q1
|
5/12/2026 |
44
|
$320 M
|
| J HAGAN CAPITAL, INC. |
2026 Q1
|
5/12/2026 |
83
|
$190 M
|
| Strategic Financial Concepts, LLC |
2026 Q1
|
5/12/2026 |
298
|
$410 M
|
| Infini Capital Management Ltd |
2026 Q1
|
5/12/2026 |
1
|
$0
|
| Iyo Bank, Ltd. |
2026 Q1
|
5/12/2026 |
35
|
$280 M
|
| Cygnus Capital Advisors, LLC |
2026 Q1
|
5/12/2026 |
113
|
$150 M
|
| Turiya Advisors Asia Ltd |
2026 Q1
|
5/12/2026 |
5
|
$500 M
|
| MAR VISTA INVESTMENT PARTNERS LLC |
2026 Q1
|
5/12/2026 |
35
|
$1.0 B
|
| Connective Capital Management, LLC |
2026 Q1
|
5/12/2026 |
66
|
$120 M
|
| Korea Investment CORP |
2026 Q1
|
5/12/2026 |
688
|
$48 B
|
| Concord Investment Counsel Inc. |
2026 Q1
|
5/12/2026 |
41
|
$300 M
|
| CHOREO, LLC |
2026 Q1
|
5/12/2026 |
1,613
|
$8.1 B
|
| GARRISON POINT ADVISORS, LLC |
2026 Q1
|
5/12/2026 |
168
|
$220 M
|
| RK Capital Management, LLC/FL |
2026 Q1
|
5/12/2026 |
25
|
$2.6 B
|
| Harfst & Associates, Inc. |
2026 Q1
|
5/12/2026 |
121
|
$560 M
|
| SVRN Asset Management, LLC |
2026 Q1
|
5/12/2026 |
37
|
$100 M
|
| BALLAST ADVISORS LLC |
2026 Q1
|
5/12/2026 |
394
|
$340 M
|
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
156
|
$310 M
|
| One Capital Management, LLC |
2026 Q1
|
5/12/2026 |
525
|
$3.6 B
|
| Laurel Wealth Advisors LLC |
2026 Q1
|
5/12/2026 |
192
|
$1.0 B
|
| KLINGENSTEIN FIELDS & CO LP |
2026 Q1
|
5/12/2026 |
255
|
$2.5 B
|
| Porter White Investment Advisors, Inc. |
2026 Q1
|
5/12/2026 |
40
|
$250 M
|
| DG Capital Management, LLC |
2026 Q1
|
5/12/2026 |
25
|
$330 M
|
| Spruce Point Capital Management, LLC |
2026 Q1
|
5/12/2026 |
24
|
$91 M
|
| Banco BTG Pactual S.A. |
2026 Q1
|
5/12/2026 |
185
|
$1.1 B
|
| NINE MASTS CAPITAL Ltd |
2026 Q1
|
5/12/2026 |
249
|
$690 M
|
| Sivia Capital Partners, LLC |
2026 Q1
|
5/12/2026 |
455
|
$520 M
|
| Resurgent Financial Advisors LLC |
2026 Q1
|
5/12/2026 |
260
|
$280 M
|
| Taylor Hoffman Capital Management LLC |
2026 Q1
|
5/12/2026 |
116
|
$320 M
|
| D.B. Root & Company, LLC |
2026 Q1
|
5/12/2026 |
191
|
$420 M
|
| Causey Wealth LLC |
2026 Q1
|
5/12/2026 |
81
|
$240 M
|
| Denver PWM, LLC |
2026 Q1
|
5/12/2026 |
87
|
$290 M
|
| NEW SOUTH CAPITAL MANAGEMENT INC |
2026 Q1
|
5/12/2026 |
75
|
$2.1 B
|
| Goodwin Investment Advisory |
2026 Q1
|
5/12/2026 |
212
|
$84 M
|
| Kovack Advisors, Inc. |
2026 Q1
|
5/12/2026 |
1,011
|
$1.9 B
|
| CROBAN |
2026 Q1
|
5/12/2026 |
73
|
$210 M
|
| Asset One Wealth Management LLC |
2026 Q1
|
5/12/2026 |
336
|
$900 M
|
| MONETTA FINANCIAL SERVICES INC |
2026 Q1
|
5/12/2026 |
58
|
$130 M
|
| Wheels Up Wealth, Inc. |
2026 Q1
|
5/12/2026 |
24
|
$110 M
|
| Vista Cima Wealth Management LLC |
2026 Q1
|
5/12/2026 |
48
|
$100 M
|
| CAHILL FINANCIAL ADVISORS INC |
2026 Q1
|
5/12/2026 |
323
|
$920 M
|
| Explore Capital Management, LLC |
2026 Q1
|
5/12/2026 |
11
|
$110 M
|
| Causey Wealth LLC |
2025 Q4 - NEW HOLDINGS
|
5/12/2026 |
6
|
$15 M
|
| Strategic Wealth Partners, Ltd. |
2025 Q4
|
5/12/2026 |
1,459
|
$1.5 B
|
| CHAPMAN FINANCIAL GROUP, LLC |
2026 Q1
|
5/12/2026 |
315
|
$140 M
|
| Saiph Capital, LLC |
2026 Q1
|
5/12/2026 |
76
|
$260 M
|
| Strategic Wealth Partners, Ltd. |
2026 Q1
|
5/12/2026 |
1,479
|
$1.4 B
|
| Creative Planning |
2026 Q1
|
5/12/2026 |
4,753
|
$150 B
|
| EDGAR LOMAX CO/VA |
2026 Q1
|
5/12/2026 |
56
|
$1.4 B
|
| Finer Wealth Management, Inc. |
2026 Q1
|
5/12/2026 |
87
|
$200 M
|
| Turning Point Benefit Group, Inc. |
2026 Q1
|
5/12/2026 |
95
|
$160 M
|
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
2026 Q1
|
5/12/2026 |
547
|
$6.7 B
|
| Professional Financial Management, Inc. |
2026 Q1
|
5/12/2026 |
23
|
$96 M
|
| Fielder Capital Group LLC |
2026 Q1
|
5/12/2026 |
290
|
$460 M
|
| Integras Partners LLC |
2026 Q1
|
5/12/2026 |
69
|
$150 M
|
| Axos Invest Inc. |
2026 Q1
|
5/12/2026 |
19
|
$130 M
|
| PANORAMIC INVESTMENT ADVISORS, LLC |
2026 Q1 - RESTATEMENT
|
5/12/2026 |
130
|
$180 M
|
| COOPER/HAIMS ADVISORS, LLC |
2026 Q1
|
5/12/2026 |
103
|
$210 M
|
| Councilmark Asset Management, LLC |
2026 Q1
|
5/12/2026 |
85
|
$170 M
|
| Pacific Center for Financial Services |
2026 Q1
|
5/12/2026 |
513
|
$390 M
|
| WORLDLY PARTNERS MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
3
|
$120 M
|
| THOROUGHBRED FINANCIAL SERVICES, LLC |
2026 Q1
|
5/12/2026 |
574
|
$1.7 B
|
| Alaethes Wealth, LLC |
2026 Q1
|
5/12/2026 |
124
|
$350 M
|
| Guidance Point Advisors, LLC |
2026 Q1
|
5/12/2026 |
96
|
$420 M
|
| ADVANCED MICRO DEVICES INC |
2026 Q1
|
5/12/2026 |
4
|
$170 M
|
| Private Capital Advisors, Inc. |
2026 Q1
|
5/12/2026 |
73
|
$870 M
|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
2026 Q1
|
5/12/2026 |
2,102
|
$1.6 B
|
| Great Diamond Partners, LLC |
2026 Q1
|
5/12/2026 |
228
|
$520 M
|
| BOK Financial Private Wealth, Inc. |
2026 Q1
|
5/12/2026 |
448
|
$1.7 B
|
| Pfizer Inc |
2026 Q1
|
5/12/2026 |
21
|
$240 M
|