| Aspect Management, LLC |
2026 Q1
|
5/12/2026 |
1
|
$220 M
|
| Cornerstone Capital, Inc. |
2026 Q1
|
5/12/2026 |
118
|
$1.0 B
|
| SymBiosis Capital Partners, LLC |
2026 Q1
|
5/12/2026 |
6
|
$53 M
|
| E6 Portfolios, LLC |
2026 Q1
|
5/12/2026 |
58
|
$96 M
|
| LEAVELL INVESTMENT MANAGEMENT, INC. |
2026 Q1
|
5/12/2026 |
604
|
$2.4 B
|
| Renwick Deborah Lee |
2026 Q1
|
5/12/2026 |
1
|
$0
|
| Oakmont Advisory Group, LLC |
2026 Q1
|
5/12/2026 |
119
|
$98 M
|
| CAZ INVESTMENTS LP |
2026 Q1
|
5/12/2026 |
45
|
$86 M
|
| WealthTrak Capital Management LLC |
2026 Q1
|
5/12/2026 |
80
|
$140 M
|
| Portside Wealth Group, LLC |
2026 Q1
|
5/12/2026 |
916
|
$740 M
|
| JANE STREET GROUP, LLC |
2026 Q1
|
5/12/2026 |
19,058
|
$780 B
|
| Prosperity Bancshares Inc |
2026 Q1
|
5/12/2026 |
414
|
$120 M
|
| Longbow Finance SA |
2026 Q1
|
5/12/2026 |
55
|
$550 M
|
| FIRST AMERICAN TRUST, FSB |
2026 Q1
|
5/12/2026 |
465
|
$1.5 B
|
| First American Financial Corp |
2026 Q1
|
5/12/2026 |
3
|
$370 M
|
| Blue Line Capital, LLC / IL |
2026 Q1
|
5/12/2026 |
65
|
$88 M
|
| Bregal General Partner Jersey Ltd |
2026 Q1
|
5/12/2026 |
1
|
$62 M
|
| Atlantic Union Bankshares Corp |
2026 Q1
|
5/12/2026 |
3,631
|
$5.2 B
|
| Bregal Sagemount IV General Partner Jersey Ltd |
2026 Q1
|
5/12/2026 |
1
|
$470 M
|
| Professional Financial Management, Inc. |
2025 Q4
|
5/12/2026 |
21
|
$88 M
|
| Madison International Realty Holdings, LLC |
2026 Q1
|
5/12/2026 |
1
|
$0
|
| CENTRAL BANK OF BRAZIL |
2026 Q1
|
5/12/2026 |
8
|
$0
|
| MIRABELLA FINANCIAL SERVICES LLP |
2026 Q1
|
5/12/2026 |
889
|
$1.1 B
|
| NOTABLE CAPITAL MANAGEMENT, L.L.C. |
2026 Q1
|
5/12/2026 |
7
|
$53 M
|
| Electrum Group LLC |
2026 Q1
|
5/12/2026 |
8
|
$1.1 B
|
| Affinity Partners GP LP |
2026 Q1
|
5/12/2026 |
2
|
$630 M
|
| VOYA INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
3,717
|
$96 B
|
| Mountain Capital Management, LLC |
2026 Q1
|
5/12/2026 |
1
|
$0
|
| Napean Trading & Investment Co (Singapore) PTE Ltd |
2026 Q1
|
5/12/2026 |
16
|
$230 M
|
| Commerce Advisors, LLC |
2026 Q1
|
5/12/2026 |
122
|
$120 M
|
| Belvedere Trading LLC |
2026 Q1
|
5/12/2026 |
731
|
$84 B
|
| Ally Invest Advisors Inc. |
2026 Q1
|
5/12/2026 |
75
|
$1.5 B
|
| BENJAMIN EDWARDS INC |
2026 Q1
|
5/12/2026 |
1,955
|
$10 B
|
| Pelham Capital Ltd. |
2026 Q1
|
5/12/2026 |
9
|
$130 M
|
| Navera Investment Management Ltd. |
2026 Q1
|
5/12/2026 |
56
|
$3.9 B
|
| Invesco Ltd. |
2026 Q1
|
5/12/2026 |
23,552
|
$650 B
|
| Bank of Jackson Hole Trust |
2026 Q1
|
5/12/2026 |
519
|
$210 M
|
| Ally Financial Inc. |
2026 Q1
|
5/12/2026 |
125
|
$800 M
|
| Granite FO LLC |
2026 Q1 - RESTATEMENT
|
5/12/2026 |
593
|
$170 M
|
| WorthPointe, LLC |
2026 Q1
|
5/12/2026 |
118
|
$370 M
|
| Mengis Capital Management, Inc. |
2026 Q1
|
5/12/2026 |
212
|
$580 M
|
| Northwest Bancshares, Inc. |
2026 Q1
|
5/12/2026 |
219
|
$500 M
|
| M Holdings Securities, Inc. |
2026 Q1
|
5/12/2026 |
289
|
$1.5 B
|
| CONTINENTAL GRAIN CO |
2026 Q1
|
5/12/2026 |
4
|
$370 M
|
| WHITE MOUNTAINS INSURANCE GROUP LTD |
2026 Q1
|
5/12/2026 |
2
|
$310 M
|
| Robertson Opportunity Capital, LLC |
2026 Q1
|
5/12/2026 |
30
|
$260 M
|
| Huber Capital Management LLC |
2026 Q1
|
5/12/2026 |
99
|
$650 M
|
| Gallatin Point Capital LLC |
2026 Q1
|
5/12/2026 |
2
|
$240 M
|
| Voya Financial Advisors, Inc. |
2026 Q1
|
5/12/2026 |
209
|
$1.0 B
|
| Wakefield Asset Management LLLP |
2026 Q1
|
5/12/2026 |
211
|
$380 M
|
| Prostatis Group LLC |
2026 Q1
|
5/12/2026 |
167
|
$390 M
|
| Old West Investment Management, LLC |
2026 Q1
|
5/12/2026 |
123
|
$920 M
|
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV |
2026 Q1
|
5/12/2026 |
38
|
$110 M
|
| LETKO, BROSSEAU & ASSOCIATES INC |
2026 Q1
|
5/12/2026 |
101
|
$6.2 B
|
| ASPIRIANT, LLC |
2026 Q1
|
5/12/2026 |
338
|
$3.5 B
|
| Summit Rock Advisors, LP |
2026 Q1
|
5/12/2026 |
1
|
$16 M
|
| PARNASSUS INVESTMENTS, LLC |
2026 Q1
|
5/12/2026 |
135
|
$34 B
|
| Summit Trail Advisors, LLC |
2026 Q1
|
5/12/2026 |
1,441
|
$7.0 B
|
| Azimuth Capital Investment Management LLC |
2026 Q1
|
5/12/2026 |
300
|
$2.7 B
|
| EIG Asset Management, LLC |
2026 Q1
|
5/12/2026 |
1
|
$0
|
| CULBERTSON A N & CO INC |
2026 Q1
|
5/12/2026 |
132
|
$770 M
|
| Ruggiero Investments, Inc. |
2026 Q1
|
5/12/2026 |
78
|
$100 M
|
| TT Capital Management LLC |
2026 Q1
|
5/12/2026 |
73
|
$120 M
|
| FLAGSTAR ADVISORS INC |
2026 Q1 - RESTATEMENT
|
5/12/2026 |
174
|
$280 M
|
| Rather & Kittrell, Inc. |
2026 Q1
|
5/12/2026 |
113
|
$650 M
|
| VestGen Investment Management |
2026 Q1
|
5/12/2026 |
216
|
$180 M
|
| Jackson Brooke LLC |
2026 Q1
|
5/12/2026 |
1
|
$92 M
|
| AWM CAPITAL, LLC |
2026 Q1
|
5/12/2026 |
113
|
$1.1 B
|
| TOWER BRIDGE ADVISORS |
2026 Q1
|
5/12/2026 |
252
|
$1.0 B
|
| Diana Davis Spencer Foundation |
2026 Q1
|
5/12/2026 |
2
|
$39 M
|
| Ibex Investors LLC |
2026 Q1
|
5/12/2026 |
14
|
$150 M
|
| Dalton Investments, Inc. |
2026 Q1
|
5/12/2026 |
17
|
$100 M
|
| Processus Wealth & Capital Management, LLC |
2026 Q1
|
5/12/2026 |
35
|
$150 M
|
| MATTERS CAPITAL LLC |
2026 Q1
|
5/12/2026 |
64
|
$110 M
|
| THORNBURG INVESTMENT MANAGEMENT INC |
2026 Q1
|
5/12/2026 |
171
|
$9.6 B
|
| Ellis Investment Partners, LLC |
2026 Q1
|
5/12/2026 |
268
|
$580 M
|
| Stephenson & Company, Inc. |
2026 Q1
|
5/12/2026 |
43
|
$180 M
|
| Greenwich Wealth Management LLC |
2026 Q1
|
5/12/2026 |
308
|
$2.4 B
|
| Sovereign Investment Advisors, LLC |
2026 Q1
|
5/12/2026 |
106
|
$470 M
|
| WESCAP Management Group, Inc. |
2026 Q1
|
5/12/2026 |
107
|
$510 M
|
| PPM AMERICA INC/IL |
2026 Q1
|
5/12/2026 |
5
|
$17 M
|
| TODD ASSET MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
262
|
$5.1 B
|
| GQG Partners LLC |
2026 Q1
|
5/12/2026 |
86
|
$63 B
|
| WISCONSIN CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
51
|
$180 M
|
| BWCP, LP |
2026 Q1
|
5/12/2026 |
27
|
$660 M
|
| TME FINANCIAL, INC. |
2026 Q1
|
5/12/2026 |
65
|
$140 M
|
| Shaker Financial Services, LLC |
2026 Q1
|
5/12/2026 |
145
|
$290 M
|
| Versor Investments LP |
2026 Q1
|
5/12/2026 |
31
|
$41 M
|
| BECK MACK & OLIVER LLC |
2026 Q1
|
5/12/2026 |
195
|
$4.8 B
|
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
146
|
$300 M
|
| Palmer Knight Co |
2026 Q1
|
5/12/2026 |
32
|
$200 M
|
| PCG ASSET MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
78
|
$130 M
|
| Shade Tree Advisors LLC |
2026 Q1
|
5/12/2026 |
27
|
$140 M
|
| Omega Financial Group, LLC |
2026 Q1
|
5/12/2026 |
101
|
$310 M
|
| WestBridge Capital Management, LLC |
2026 Q1
|
5/12/2026 |
1
|
$110 M
|
| Harbor Island Capital LLC |
2026 Q1
|
5/12/2026 |
16
|
$270 M
|
| VAUGHAN DAVID INVESTMENTS LLC/IL |
2026 Q1
|
5/12/2026 |
234
|
$4.7 B
|
| Colonial Trust Co / SC |
2026 Q1
|
5/12/2026 |
1,135
|
$740 M
|
| Dynamic Financial Group |
2026 Q1
|
5/12/2026 |
69
|
$120 M
|
| Vickerman Investment Advisors, Inc. |
2026 Q1
|
5/12/2026 |
94
|
$480 M
|