| Madison Wealth Partners, Inc |
2026 Q2
|
8/12/2026 |
292
|
$790 M
|
| Aufman Associates Inc |
2026 Q2
|
8/12/2026 |
67
|
$250 M
|
| Krane Financial Solutions LLC |
2026 Q2
|
8/12/2026 |
55
|
$160 M
|
| Varma Mutual Pension Insurance Co |
2026 Q2
|
8/12/2026 |
313
|
$19 B
|
| X-Square Capital, LLC |
2026 Q2
|
8/12/2026 |
182
|
$390 M
|
| Santa Clara Valley Transportation Authority |
2026 Q2
|
8/12/2026 |
4
|
$130 M
|
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC |
2026 Q2
|
8/12/2026 |
44
|
$2.8 B
|
| XXEC, Inc. |
2026 Q2
|
8/12/2026 |
23
|
$140 B
|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
2026 Q2
|
8/12/2026 |
16
|
$3.1 B
|
| George Kaiser Family Foundation |
2026 Q2
|
8/12/2026 |
105
|
$1.0 B
|
| Capital CS Group, LLC |
2026 Q2
|
8/12/2026 |
75
|
$130 M
|
| Forum Private Client Group LLC |
2026 Q2
|
8/12/2026 |
86
|
$340 M
|
| De Lisle Partners LLP |
2026 Q2
|
8/12/2026 |
178
|
$920 M
|
| ATALANTA SOSNOFF CAPITAL, LLC |
2026 Q2
|
8/12/2026 |
164
|
$5.7 B
|
| AMERICAN CENTURY COMPANIES INC |
2026 Q2
|
8/12/2026 |
2,884
|
$230 B
|
| Marathon Trading Investment Management LLC |
2026 Q2
|
8/12/2026 |
364
|
$3.2 B
|
| CONDOR CAPITAL MANAGEMENT |
2026 Q2
|
8/12/2026 |
173
|
$1.3 B
|
| Carlson Capital, L.P. |
2026 Q2
|
8/12/2026 |
74
|
$490 M
|
| Resolute Wealth Strategies, LLC |
2026 Q2
|
8/12/2026 |
132
|
$260 M
|
| VOYA INVESTMENT MANAGEMENT LLC |
2026 Q2
|
8/12/2026 |
3,876
|
$120 B
|
| JPMORGAN CHASE & CO |
2026 Q2
|
8/12/2026 |
34,064
|
$1.8 T
|
| Voya Financial Advisors, Inc. |
2026 Q2
|
8/12/2026 |
208
|
$1.1 B
|
| GW&K Investment Management, LLC |
2026 Q2
|
8/12/2026 |
1,287
|
$13 B
|
| Stonegate Management LLC |
2026 Q2
|
8/12/2026 |
1
|
$0
|
| RD Lewis Holdings, Inc. |
2026 Q2
|
8/12/2026 |
88
|
$140 M
|
| GUERRA PAN ADVISORS, LLC |
2026 Q2
|
8/12/2026 |
118
|
$180 M
|
| Elk River Wealth Management LLC |
2026 Q2
|
8/12/2026 |
103
|
$630 M
|
| Cadence Wealth Management LLC |
2026 Q2
|
8/12/2026 |
63
|
$220 M
|
| CFO4Life Group, LLC |
2026 Q2
|
8/12/2026 |
237
|
$740 M
|
| ACADEMY CAPITAL MANAGEMENT |
2026 Q2
|
8/12/2026 |
36
|
$760 M
|
| MFN Partners Management, LP |
2026 Q2
|
8/12/2026 |
9
|
$4.8 B
|
| Quantbot Technologies LP |
2026 Q2
|
8/12/2026 |
1,893
|
$2.5 B
|
| FORTRESS FINANCIAL GROUP, LLC |
2026 Q2 - RESTATEMENT
|
8/12/2026 |
79
|
$200 M
|
| Beutel, Goodman & Co Ltd. |
2026 Q2
|
8/12/2026 |
163
|
$14 B
|
| EVOLVE PRIVATE WEALTH, LLC |
2026 Q2
|
8/12/2026 |
1,003
|
$1.6 B
|
| MARTIN & CO INC /TN/ |
2026 Q2
|
8/12/2026 |
100
|
$640 M
|
| Greenbrier Partners Capital Management, LLC |
2026 Q2
|
8/12/2026 |
11
|
$1.3 B
|
| SIMPLEX TRADING, LLC |
2026 Q2
|
8/12/2026 |
10,492
|
$170 B
|
| Findlay Park Partners LLP |
2026 Q2
|
8/12/2026 |
49
|
$7.4 B
|
| MainStreet Investment Advisors LLC |
2026 Q2
|
8/12/2026 |
166
|
$730 M
|
| IPG Investment Advisors LLC |
2026 Q2
|
8/12/2026 |
269
|
$700 M
|
| Arini Capital Management Ltd |
2026 Q2
|
8/12/2026 |
27
|
$480 M
|
| Bragg Financial Advisors, Inc |
2026 Q2
|
8/12/2026 |
363
|
$3.7 B
|
| BAROMETER CAPITAL MANAGEMENT INC. |
2026 Q2
|
8/12/2026 |
136
|
$360 M
|
| FourThought Financial Partners, LLC |
2026 Q2
|
8/12/2026 |
393
|
$1.3 B
|
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
2026 Q2
|
8/12/2026 |
122
|
$190 M
|
| AXIOM INVESTORS LLC /DE |
2026 Q2
|
8/12/2026 |
133
|
$12 B
|
| AKO CAPITAL LLP |
2026 Q2
|
8/12/2026 |
22
|
$4.3 B
|
| Angel Oak Capital Advisors, LLC |
2026 Q2
|
8/12/2026 |
30
|
$79 M
|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC |
2026 Q2
|
8/12/2026 |
880
|
$8.5 B
|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
2026 Q2
|
8/12/2026 |
188
|
$150 B
|
| MASON STREET ADVISORS, LLC |
2026 Q2
|
8/12/2026 |
15
|
$1.1 B
|
| S&T Bank/PA |
2026 Q2
|
8/12/2026 |
554
|
$330 M
|
| SEEDS INVESTOR LLC |
2026 Q2
|
8/12/2026 |
379
|
$970 M
|
| Barnett & Company, Inc. |
2026 Q2
|
8/12/2026 |
86
|
$140 M
|
| Stembrook Asset Management, LLC |
2026 Q2
|
8/12/2026 |
51
|
$120 M
|
| Glendon Capital Management LP |
2026 Q2
|
8/12/2026 |
26
|
$770 M
|
| TOWER BRIDGE ADVISORS |
2026 Q2
|
8/12/2026 |
253
|
$1.1 B
|
| WEIK CAPITAL MANAGEMENT |
2026 Q2
|
8/12/2026 |
93
|
$260 M
|
| Constant Guidance Financial LLC |
2026 Q2
|
8/12/2026 |
67
|
$160 M
|
| LYRICAL ASSET MANAGEMENT LP |
2026 Q2
|
8/12/2026 |
41
|
$7.9 B
|
| Ponta Wealth Partners, LLC |
2026 Q2
|
8/12/2026 |
199
|
$190 M
|
| KCM Capital Inc |
2026 Q2
|
8/12/2026 |
33
|
$620 M
|
| Draper Asset Management, LLC |
2026 Q2
|
8/12/2026 |
16
|
$200 M
|
| CRCM LP |
2026 Q2
|
8/12/2026 |
12
|
$140 M
|
| WATERFALL ASSET MANAGEMENT, LLC |
2026 Q2
|
8/12/2026 |
18
|
$160 M
|
| Greenfield Seitz Capital Management, LLC |
2026 Q2
|
8/12/2026 |
107
|
$340 M
|
| McLaughlin Asset Management, Inc. |
2026 Q2
|
8/12/2026 |
40
|
$15 M
|
| RED CEDAR INVESTMENT MANAGEMENT, LLC |
2026 Q2
|
8/12/2026 |
91
|
$1.1 B
|
| BARINGTON COMPANIES MANAGEMENT, LLC |
2026 Q2
|
8/12/2026 |
9
|
$140 M
|
| First International Bank of Israel Ltd. |
2026 Q2
|
8/12/2026 |
69
|
$370 M
|
| BALLAST ADVISORS LLC |
2026 Q2
|
8/12/2026 |
197
|
$420 M
|
| Brand Asset Management Group, Inc. |
2026 Q2
|
8/12/2026 |
223
|
$450 M
|
| MCF Advisors LLC |
2026 Q2
|
8/12/2026 |
1,406
|
$2.8 B
|
| Brio Consultants, LLC |
2026 Q2
|
8/12/2026 |
164
|
$850 M
|
| VanWeelden Wealth Management, LLC |
2026 Q2
|
8/12/2026 |
19
|
$130 M
|
| Pitti Group Wealth Management, LLC |
2026 Q2
|
8/12/2026 |
84
|
$140 M
|
| Truvestments Capital LLC |
2026 Q2
|
8/12/2026 |
1,150
|
$670 M
|
| Storgate, LLC |
2026 Q2
|
8/12/2026 |
351
|
$480 M
|
| Wealth High Governance Asset Management Ltda. |
2026 Q2
|
8/12/2026 |
50
|
$940 M
|
| Texas Yale Capital Corp. |
2026 Q2
|
8/12/2026 |
512
|
$4.6 B
|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
2026 Q2
|
8/12/2026 |
117
|
$2.5 B
|
| SevenBridge Financial Group, LLC |
2026 Q2
|
8/12/2026 |
212
|
$680 M
|
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/12/2026 |
120
|
$970 M
|
| Advaya LLP |
2026 Q2
|
8/12/2026 |
6
|
$150 M
|
| University of Maryland Foundation, Inc. |
2026 Q2
|
8/12/2026 |
4
|
$56 M
|
| Altium Capital Management LLC |
2026 Q2
|
8/12/2026 |
19
|
$47 M
|
| LYNX CAPITAL GROUP LTD /ADV |
2025 Q4
|
8/12/2026 |
86
|
$220 M
|
| REGATTA CAPITAL GROUP, LLC |
2026 Q2
|
8/12/2026 |
223
|
$740 M
|
| LYNX CAPITAL GROUP LTD /ADV |
2025 Q3
|
8/12/2026 |
84
|
$220 M
|
| HARBOUR INVESTMENTS, INC. |
2026 Q2
|
8/12/2026 |
4,768
|
$7.4 B
|
| AyurMaya Capital Management Company, LP |
2026 Q1
|
8/12/2026 |
1
|
$330 M
|
| BESSEMER GROUP INC |
2026 Q2
|
8/12/2026 |
10,064
|
$73 B
|
| LYNX CAPITAL GROUP LTD /ADV |
2025 Q2
|
8/12/2026 |
80
|
$210 M
|
| Faithward Advisors, LLC |
2026 Q2
|
8/12/2026 |
339
|
$820 M
|
| ADAPT WEALTH ADVISORS, LLC |
2026 Q2
|
8/12/2026 |
94
|
$310 M
|
| Capital World Investors |
2026 Q2
|
8/12/2026 |
637
|
$850 B
|
| Capital Research Global Investors |
2026 Q2
|
8/12/2026 |
426
|
$720 B
|
| CAPITAL INTERNATIONAL LTD /CA/ |
2026 Q2
|
8/12/2026 |
150
|
$3.1 B
|
| CAPITAL INTERNATIONAL SARL |
2026 Q2
|
8/12/2026 |
287
|
$7.1 B
|