| Mission Financial Group, LLC |
2025 Q1
|
5/12/2026 |
146
|
$110 M
|
| Disciplined Investors, L.L.C. |
2026 Q1
|
5/12/2026 |
139
|
$170 M
|
| First Eagle Investment Management, LLC |
2026 Q1
|
5/12/2026 |
602
|
$76 B
|
| Crestwood Capital Management, L.P. |
2026 Q1
|
5/12/2026 |
15
|
$150 M
|
| ForthRight Wealth Management, LLC |
2026 Q1
|
5/12/2026 |
75
|
$350 M
|
| ITHAKA GROUP LLC |
2026 Q1
|
5/12/2026 |
38
|
$480 M
|
| IFG Advisory, LLC |
2026 Q1
|
5/12/2026 |
335
|
$35 M
|
| G2 CAPITAL MANAGEMENT, LLC / OH |
2026 Q1
|
5/12/2026 |
73
|
$410 M
|
| Tredje AP-fonden |
2026 Q1
|
5/12/2026 |
555
|
$18 B
|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
56
|
$110 M
|
| DEARBORN PARTNERS LLC |
2026 Q1
|
5/12/2026 |
287
|
$1.8 B
|
| Tufton Capital Management |
2026 Q1
|
5/12/2026 |
126
|
$550 M
|
| Dogwood Wealth Management LLC |
2026 Q1
|
5/12/2026 |
860
|
$230 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
328
|
$130 M
|
| GUERRA PAN ADVISORS, LLC |
2026 Q1
|
5/12/2026 |
121
|
$160 M
|
| CIBC Asset Management Inc |
2026 Q1
|
5/12/2026 |
1,372
|
$41 B
|
| Disciplined Investments, LLC |
2026 Q1
|
5/12/2026 |
141
|
$280 M
|
| Melqart Asset Management (UK) Ltd |
2026 Q1
|
5/12/2026 |
41
|
$1.0 B
|
| THAMES CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
43
|
$560 M
|
| Leading Edge Financial Planning LLC |
2026 Q1
|
5/12/2026 |
72
|
$480 M
|
| SHENKMAN CAPITAL MANAGEMENT INC |
2026 Q1
|
5/12/2026 |
81
|
$830 M
|
| Palumbo Wealth Management LLC |
2026 Q1
|
5/12/2026 |
221
|
$410 M
|
| Ravenswood Partners LP |
2026 Q1
|
5/12/2026 |
35
|
$270 M
|
| CIBC Bancorp USA Inc. |
2026 Q1
|
5/12/2026 |
4,157
|
$74 B
|
| COLRAIN CAPITAL LLC |
2026 Q1
|
5/12/2026 |
26
|
$260 M
|
| VanWeelden Wealth Management, LLC |
2026 Q1
|
5/12/2026 |
31
|
$130 M
|
| Bellecapital International Ltd. |
2026 Q1 - RESTATEMENT
|
5/12/2026 |
118
|
$550 M
|
| Kepos Capital LP |
2026 Q1
|
5/12/2026 |
149
|
$61 M
|
| Arrow Capital Pty Ltd |
2026 Q1
|
5/12/2026 |
17
|
$100 M
|
| Telemark Asset Management, LLC |
2026 Q1
|
5/12/2026 |
53
|
$1.1 B
|
| Gouws Capital LLC |
2026 Q1
|
5/12/2026 |
58
|
$190 M
|
| Carr Financial Group Corp |
2026 Q1
|
5/12/2026 |
174
|
$380 M
|
| PARUS FINANCE (UK) Ltd |
2026 Q1
|
5/12/2026 |
37
|
$330 M
|
| HOLDERNESS INVESTMENTS CO |
2026 Q1
|
5/12/2026 |
252
|
$500 M
|
| Life Cycle Investment Partners Ltd |
2026 Q1
|
5/12/2026 |
132
|
$16 B
|
| Ilmarinen Mutual Pension Insurance Co |
2026 Q1
|
5/12/2026 |
462
|
$13 B
|
| Thomas J. Herzfeld Advisors, Inc. |
2026 Q1
|
5/12/2026 |
115
|
$290 M
|
| Titan Investment Solutions Ltd |
2026 Q1
|
5/12/2026 |
68
|
$780 M
|
| Provident Co of the Employees of the Hebrew University LTD |
2026 Q1
|
5/12/2026 |
26
|
$63 M
|
| Rathbones Group PLC |
2026 Q1
|
5/12/2026 |
643
|
$23 B
|
| TOBAM |
2026 Q1
|
5/12/2026 |
250
|
$380 M
|
| Haven Global Partners, LLC |
2026 Q1
|
5/12/2026 |
8
|
$110 M
|
| Quantedge Capital Pte Ltd |
2026 Q1
|
5/12/2026 |
51
|
$180 M
|
| Arbiter Partners Capital Management LLC |
2026 Q1
|
5/12/2026 |
45
|
$170 M
|
| Telligent Fund, LP |
2026 Q1
|
5/12/2026 |
24
|
$94 M
|
| BAROMETER CAPITAL MANAGEMENT INC. |
2026 Q1
|
5/12/2026 |
114
|
$290 M
|
| Clal Insurance Enterprises Holdings Ltd |
2026 Q1
|
5/12/2026 |
214
|
$17 B
|
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. |
2026 Q1
|
5/12/2026 |
135
|
$1.3 B
|
| Meiji Yasuda America Inc |
2026 Q1
|
5/12/2026 |
57
|
$400 M
|
| XY Capital Ltd |
2026 Q1
|
5/12/2026 |
95
|
$100 M
|
| Temasek Holdings (Private) Ltd |
2026 Q1
|
5/12/2026 |
152
|
$30 B
|
| Danica Pension, Livsforsikringsaktieselskab |
2026 Q1
|
5/12/2026 |
166
|
$5.3 B
|
| Boundless Plain Holdings Ltd |
2026 Q1
|
5/12/2026 |
22
|
$300 M
|
| DANSKE BANK A/S |
2026 Q1
|
5/12/2026 |
2,101
|
$42 B
|
| Mitsubishi UFJ Asset Management Co., Ltd. |
2026 Q1
|
5/12/2026 |
1,618
|
$150 B
|
| Singapore Technologies Telemedia Pte Ltd |
2026 Q1
|
5/12/2026 |
1
|
$400 M
|
| TCG Capital Management, LP |
2026 Q1
|
5/12/2026 |
1
|
$39 M
|
| Mitsubishi UFJ Trust & Banking Corp |
2026 Q1
|
5/12/2026 |
1,721
|
$41 B
|
| WFM ASIA (BVI) Ltd |
2026 Q1
|
5/12/2026 |
6
|
$630 M
|
| Persistent Asset Partners Ltd |
2026 Q1
|
5/12/2026 |
388
|
$270 M
|
| SUMITOMO LIFE INSURANCE CO |
2026 Q1
|
5/12/2026 |
282
|
$4.3 B
|
| Riggs Asset Managment Co. Inc. |
2026 Q1
|
5/11/2026 |
127
|
$490 M
|
| Reyes Financial Architecture, Inc. |
2026 Q1
|
5/11/2026 |
348
|
$120 M
|
| GGM Financial LLC |
2026 Q1
|
5/11/2026 |
236
|
$220 M
|
| AI-Squared Management Ltd |
2026 Q1
|
5/12/2026 |
19
|
$140 M
|
| Long Corridor Asset Management Ltd |
2026 Q1
|
5/11/2026 |
38
|
$410 M
|
| Warwick Investment Management, Inc. |
2026 Q1
|
5/11/2026 |
138
|
$690 M
|
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
2026 Q1
|
5/11/2026 |
43
|
$350 M
|
| Green Court Capital Management Ltd |
2026 Q1
|
5/11/2026 |
5
|
$110 M
|
| BITTERROOT CAPITAL ADVISORS LLC |
2026 Q1
|
5/11/2026 |
60
|
$160 M
|
| National Pension Service |
2026 Q1
|
5/11/2026 |
562
|
$130 B
|
| WIM INVESTMENT MANAGEMENT Ltd |
2026 Q1
|
5/11/2026 |
20
|
$340 M
|
| Chicago Wealth Management, Inc. |
2026 Q1
|
5/11/2026 |
59
|
$250 M
|
| Virginia Estate & Retirement Planning Advisors Inc. |
2026 Q1
|
5/11/2026 |
159
|
$57 M
|
| BRILLIANCE ASSET MANAGEMENT LTD |
2026 Q1
|
5/11/2026 |
16
|
$340 M
|
| Step Capital Management Pte. Ltd. |
2026 Q1
|
5/11/2026 |
27
|
$250 M
|
| Second Half Financial Partners, LLC |
2026 Q1
|
5/11/2026 |
96
|
$220 M
|
| CURIO WEALTH, LLC |
2026 Q1
|
5/11/2026 |
1,256
|
$290 M
|
| Stokes Family Office, LLC |
2026 Q1
|
5/11/2026 |
276
|
$970 M
|
| Greencape Capital Pty Ltd |
2026 Q1
|
5/11/2026 |
2
|
$60 M
|
| Clark Wealth Partners |
2026 Q1
|
5/11/2026 |
604
|
$150 M
|
| Rakuten Group, Inc. |
2026 Q1
|
5/11/2026 |
3
|
$2.6 B
|
| Keeler Thomas Management LLC |
2026 Q1
|
5/11/2026 |
118
|
$240 M
|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
2026 Q1
|
5/11/2026 |
185
|
$5.3 B
|
| LightSquare Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
92
|
$130 M
|
| Athena Investment Management |
2026 Q1
|
5/11/2026 |
153
|
$190 M
|
| Kennondale Capital Management LLC |
2026 Q1
|
5/11/2026 |
78
|
$140 M
|
| CHANNEL WEALTH LLC |
2026 Q1
|
5/11/2026 |
175
|
$410 M
|
| GCQ FUNDS MANAGEMENT PTY Ltd |
2026 Q1
|
5/11/2026 |
11
|
$750 M
|
| Jeter Robert S II |
2026 Q1
|
5/11/2026 |
43
|
$100 M
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2026 Q1 - RESTATEMENT
|
5/11/2026 |
719
|
$360 M
|
| Valliance Asset Management Ltd |
2026 Q1
|
5/11/2026 |
8
|
$120 M
|
| Circle Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
265
|
$7.0 B
|
| Matthew 25 Management Corp |
2026 Q1
|
5/11/2026 |
20
|
$300 M
|
| Millennium Capital Advisors, LLC |
2026 Q1
|
5/11/2026 |
133
|
$160 M
|
| SATURNA CAPITAL CORP |
2026 Q1
|
5/11/2026 |
148
|
$7.1 B
|
| WESTPAC BANKING CORP |
2026 Q1
|
5/11/2026 |
830
|
$1.4 B
|
| Cygnus Capital Advisors, LLC |
2025 Q4
|
5/11/2026 |
164
|
$140 M
|
| a16z Perennial Management, L.P. |
2026 Q1
|
5/11/2026 |
152
|
$1.2 B
|
| Insight Advisors, LLC/ PA |
2026 Q1
|
5/11/2026 |
243
|
$530 M
|