| Magellan Asset Management Ltd |
2026 Q1
|
5/11/2026 |
79
|
$7.7 B
|
| Womack Financial LLC |
2026 Q1
|
5/11/2026 |
71
|
$140 M
|
| Marin Bay Wealth Advisors, LLC |
2026 Q1
|
5/11/2026 |
127
|
$170 M
|
| SITTNER & NELSON, LLC |
2026 Q1
|
5/11/2026 |
573
|
$270 M
|
| SAPPHIRE VENTURES, L.L.C. |
2026 Q1
|
5/11/2026 |
4
|
$99 M
|
| Collier Financial |
2026 Q1
|
5/11/2026 |
136
|
$130 M
|
| Alphinity Investment Management Pty Ltd |
2026 Q1
|
5/11/2026 |
58
|
$5.7 B
|
| Cascade Wealth Advisors, Inc |
2026 Q1
|
5/11/2026 |
60
|
$230 M
|
| Investidor Profissional Gestao de Recursos Ltda. |
2026 Q1
|
5/11/2026 |
27
|
$310 M
|
| CHASE INVESTMENT COUNSEL CORP |
2026 Q1
|
5/11/2026 |
149
|
$380 M
|
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
2026 Q1
|
5/11/2026 |
85
|
$440 M
|
| CacheTech Inc. |
2026 Q1
|
5/11/2026 |
177
|
$520 M
|
| Phillip James Consulting Co. |
2026 Q1
|
5/11/2026 |
378
|
$130 M
|
| Fortis Capital Management LLC |
2026 Q1
|
5/11/2026 |
211
|
$980 M
|
| Intel Corp |
2026 Q1
|
5/11/2026 |
3
|
$470 M
|
| FirstWave Capital Management LLC |
2026 Q1
|
5/11/2026 |
27
|
$94 M
|
| Godfrey Financial Associates, Inc. |
2026 Q1
|
5/11/2026 |
1,122
|
$120 M
|
| Cooper Capital Advisors LLC |
2026 Q1
|
5/11/2026 |
35
|
$140 M
|
| WPWealth LLP |
2026 Q1
|
5/11/2026 |
97
|
$650 M
|
| Silver Rock Financial LP |
2026 Q1
|
5/11/2026 |
22
|
$50 M
|
| EVERMAY WEALTH MANAGEMENT LLC |
2026 Q1
|
5/11/2026 |
594
|
$900 M
|
| GREAT LAKES ADVISORS, LLC |
2026 Q1
|
5/11/2026 |
1,698
|
$12 B
|
| Per Stirling Capital Management, LLC. |
2026 Q1
|
5/11/2026 |
310
|
$910 M
|
| West Wealth Group, LLC |
2026 Q1
|
5/11/2026 |
130
|
$510 M
|
| INSPIRE TRUST CO, N.A. |
2026 Q1
|
5/11/2026 |
106
|
$650 M
|
| Adams Wealth Management |
2026 Q1
|
5/11/2026 |
145
|
$460 M
|
| CATALYST FINANCIAL PARTNERS LLC |
2026 Q1
|
5/11/2026 |
370
|
$850 M
|
| Destiny Capital Corp/CO |
2026 Q1
|
5/11/2026 |
53
|
$190 M
|
| Wealth Dimensions Group, Ltd. |
2026 Q1
|
5/11/2026 |
171
|
$510 M
|
| Alpha Financial Advisors, LLC |
2026 Q1
|
5/11/2026 |
62
|
$330 M
|
| Schiavi & Co LLC |
2026 Q1
|
5/11/2026 |
51
|
$340 M
|
| VeraBank, N.A. |
2026 Q1
|
5/11/2026 |
250
|
$550 M
|
| Troutman Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
36
|
$120 M
|
| KING LUTHER CAPITAL MANAGEMENT CORP |
2026 Q1
|
5/11/2026 |
601
|
$23 B
|
| Dockside LLC |
2026 Q1
|
5/11/2026 |
177
|
$400 M
|
| MSH Capital Advisors LLC |
2026 Q1
|
5/11/2026 |
273
|
$470 M
|
| ZEGA Investments, LLC |
2026 Q1
|
5/11/2026 |
299
|
$890 M
|
| Payne Capital Management, LLC |
2026 Q1
|
5/11/2026 |
79
|
$330 M
|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
2026 Q1
|
5/11/2026 |
108
|
$420 M
|
| Walleye Capital LLC |
2026 Q1
|
5/11/2026 |
4,319
|
$24 B
|
| FIDUCIENT ADVISORS LLC |
2026 Q1
|
5/11/2026 |
139
|
$760 M
|
| Vitruvian Partners LLP |
2026 Q1
|
5/11/2026 |
7
|
$110 M
|
| Accuvest Global Advisors |
2026 Q1
|
5/11/2026 |
57
|
$110 M
|
| Walleye Trading LLC |
2026 Q1
|
5/11/2026 |
4,047
|
$60 B
|
| Kidder Stephen W |
2026 Q1
|
5/11/2026 |
327
|
$340 M
|
| ALTA CAPITAL MANAGEMENT LLC/ |
2026 Q1
|
5/11/2026 |
100
|
$1.3 B
|
| EVERETT HARRIS & CO /CA/ |
2026 Q1
|
5/11/2026 |
325
|
$7.8 B
|
| Electric Capital Partners, LLC |
2025 Q4 - NEW HOLDINGS
|
5/11/2026 |
2
|
$12 M
|
| Waratah Capital Advisors Ltd. |
2026 Q1
|
5/11/2026 |
127
|
$2.6 B
|
| Capital Square, LLC |
2026 Q1
|
5/11/2026 |
226
|
$220 M
|
| CERTUITY, LLC |
2026 Q1
|
5/11/2026 |
659
|
$1.5 B
|
| Financial Perspectives, Inc |
2026 Q1
|
5/11/2026 |
716
|
$360 M
|
| 111 Capital |
2026 Q1
|
5/11/2026 |
328
|
$410 M
|
| Hamrick Investment Counsel, llc |
2026 Q1
|
5/11/2026 |
366
|
$180 M
|
| Aprio Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
613
|
$1.8 B
|
| Aptus Capital Advisors, LLC |
2026 Q1
|
5/11/2026 |
1,882
|
$13 B
|
| POM Investment Strategies, LLC |
2026 Q1
|
5/11/2026 |
433
|
$80 M
|
| OpenArc Corporate Advisory, LLC |
2026 Q1
|
5/11/2026 |
716
|
$7.0 B
|
| Starr Indemnity & Liability Co |
2026 Q1
|
5/11/2026 |
4
|
$390 M
|
| C V STARR & CO INC |
2026 Q1
|
5/11/2026 |
5
|
$190 M
|
| VIAWEALTH, LLC |
2026 Q1
|
5/11/2026 |
159
|
$180 M
|
| Coleford Investment Management Ltd. |
2026 Q1
|
5/11/2026 |
24
|
$410 M
|
| Bond Capital Management, LP |
2026 Q1
|
5/11/2026 |
4
|
$110 M
|
| Boxwood Ventures, Inc. |
2026 Q1
|
5/11/2026 |
33
|
$94 M
|
| Lalia Capital, LLC |
2026 Q1
|
5/11/2026 |
13
|
$160 M
|
| TD Asset Management Inc |
2026 Q1
|
5/11/2026 |
1,702
|
$120 B
|
| REVERENCE CAPITAL PARTNERS, L.P. |
2026 Q1
|
5/11/2026 |
1
|
$470 M
|
| H&F Corporate Investors VIII, Ltd. |
2026 Q1
|
5/11/2026 |
1
|
$64 M
|
| H&F Corporate Investors X, Ltd. |
2026 Q1
|
5/11/2026 |
1
|
$3.8 B
|
| Bond Capital Management, LP |
2025 Q4 - RESTATEMENT
|
5/11/2026 |
4
|
$120 M
|
| H&F Corporate Investors IX, Ltd. |
2026 Q1
|
5/11/2026 |
1
|
$65 M
|
| Shoker Investment Counsel, Inc. |
2026 Q1
|
5/11/2026 |
109
|
$340 M
|
| Jasper Ridge Partners, L.P. |
2026 Q1
|
5/11/2026 |
143
|
$4.5 B
|
| STONE POINT CAPITAL LLC |
2026 Q1
|
5/11/2026 |
1
|
$22 M
|
| QUADRANT CAPITAL GROUP LLC |
2026 Q1
|
5/11/2026 |
2,707
|
$130 M
|
| SageOak Financial, LLC |
2026 Q1
|
5/11/2026 |
35
|
$140 M
|
| Mirova US LLC |
2026 Q1
|
5/11/2026 |
42
|
$8.8 B
|
| KPS Global Asset Management UK Ltd |
2026 Q1
|
5/11/2026 |
4
|
$620 M
|
| United Capital Management of KS, Inc. |
2026 Q1
|
5/11/2026 |
111
|
$660 M
|
| Sherwood Financial Partners, LLC |
2026 Q1
|
5/11/2026 |
8
|
$110 M
|
| Empire Life Investments Inc. |
2026 Q1
|
5/11/2026 |
110
|
$1.6 B
|
| LGT CAPITAL PARTNERS LTD. |
2026 Q1
|
5/11/2026 |
100
|
$1.9 B
|
| EQUITEC PROPRIETARY MARKETS, LLC |
2026 Q1
|
5/11/2026 |
81
|
$190 M
|
| Chaney Capital Management, Inc. |
2026 Q1
|
5/11/2026 |
41
|
$280 M
|
| Sustainable Growth Advisers, LP |
2026 Q1
|
5/11/2026 |
96
|
$11 B
|
| BANTAMAC CAPITAL, LLC |
2026 Q1
|
5/11/2026 |
74
|
$190 M
|
| Knuff & Co LLC |
2026 Q1
|
5/11/2026 |
134
|
$330 M
|
| Founders Financial Alliance, LLC |
2026 Q1
|
5/11/2026 |
735
|
$550 M
|
| SCRATCH CAPITAL LLC |
2026 Q1
|
5/11/2026 |
45
|
$170 M
|
| ESSEX INVESTMENT MANAGEMENT CO LLC |
2026 Q1
|
5/11/2026 |
305
|
$630 M
|
| ONTARIO TEACHERS PENSION PLAN BOARD |
2026 Q1
|
5/11/2026 |
162
|
$3.5 B
|
| Canopy Partners, LLC |
2026 Q1
|
5/11/2026 |
245
|
$290 M
|
| Vulcan Value Partners, LLC |
2026 Q1
|
5/11/2026 |
33
|
$3.8 B
|
| Penserra Capital Management LLC |
2026 Q1
|
5/11/2026 |
1,586
|
$8.5 B
|
| ALLSTATE CORP |
2026 Q1
|
5/11/2026 |
1,305
|
$9.4 B
|
| BankPlus Trust Department |
2026 Q1
|
5/11/2026 |
508
|
$370 M
|
| ANDERA PARTNERS |
2026 Q1
|
5/11/2026 |
7
|
$180 M
|
| Caprock Group, LLC |
2026 Q1
|
5/11/2026 |
1,109
|
$4.1 B
|
| MIZUHO SECURITIES USA LLC |
2026 Q1
|
5/11/2026 |
689
|
$4.2 B
|
| Tulsa Wealth Advisors, INC |
2026 Q1
|
5/11/2026 |
150
|
$570 M
|