| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2024 Q2
|
8/10/2026 |
121
|
$94 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2024 Q4
|
8/10/2026 |
122
|
$100 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2024 Q3
|
8/10/2026 |
126
|
$100 M
|
| AIP, LLC |
2026 Q2
|
8/11/2026 |
2
|
$95 M
|
| Nierenberg Investment Management Company, LLC |
2026 Q2
|
8/10/2026 |
35
|
$200 M
|
| SACHEM HILL LLC |
2026 Q2
|
8/10/2026 |
67
|
$560 M
|
| WESTPORT ASSET MANAGEMENT INC |
2026 Q2
|
8/10/2026 |
80
|
$240 M
|
| E Fund Management Co., Ltd. |
2026 Q2
|
8/10/2026 |
488
|
$4.5 B
|
| August Group Capital Ltd |
2026 Q2
|
8/10/2026 |
95
|
$91 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2021 Q4
|
8/10/2026 |
109
|
$76 M
|
| Telligent Fund, LP |
2026 Q2
|
8/10/2026 |
23
|
$140 M
|
| WFM ASIA (BVI) Ltd |
2026 Q2
|
8/10/2026 |
5
|
$660 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2022 Q1
|
8/10/2026 |
115
|
$77 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2022 Q2
|
8/10/2026 |
101
|
$65 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2022 Q3
|
8/10/2026 |
96
|
$58 M
|
| Discovery Value Fund |
2026 Q2
|
8/10/2026 |
1
|
$40 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2022 Q4
|
8/10/2026 |
106
|
$68 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2023 Q2
|
8/10/2026 |
109
|
$76 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2023 Q3
|
8/10/2026 |
109
|
$76 M
|
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV |
2023 Q1
|
8/10/2026 |
112
|
$74 M
|
| Oriental Harbor Investment Master Fund |
2026 Q2
|
8/10/2026 |
13
|
$1.6 B
|
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. |
2026 Q2
|
8/10/2026 |
158
|
$180 M
|
| ALGERT GLOBAL LLC |
2025 Q3 - RESTATEMENT
|
8/10/2026 |
1,113
|
$6.0 B
|
| ALGERT GLOBAL LLC |
2025 Q4 - RESTATEMENT
|
8/10/2026 |
1,120
|
$6.4 B
|
| ALGERT GLOBAL LLC |
2026 Q1 - RESTATEMENT
|
8/10/2026 |
1,134
|
$6.6 B
|
| Pasadena Private Wealth, LLC |
2026 Q2
|
8/10/2026 |
341
|
$790 M
|
| Notis-McConarty Edward |
2026 Q2
|
8/10/2026 |
167
|
$230 M
|
| Tarsadia Capital, LLC |
2026 Q2
|
8/10/2026 |
1
|
$0
|
| ALGERT GLOBAL LLC |
2024 Q2 - RESTATEMENT
|
8/10/2026 |
1,481
|
$3.0 B
|
| ALGERT GLOBAL LLC |
2024 Q3 - RESTATEMENT
|
8/10/2026 |
1,151
|
$3.7 B
|
| MSH Capital Advisors LLC |
2026 Q2
|
8/10/2026 |
359
|
$570 M
|
| Latash Investments, LLC |
2026 Q2
|
8/10/2026 |
20
|
$140 M
|
| PUZO MICHAEL J |
2026 Q2
|
8/10/2026 |
368
|
$390 M
|
| ALGERT GLOBAL LLC |
2024 Q4 - RESTATEMENT
|
8/10/2026 |
1,153
|
$4.2 B
|
| Foresight Global Investors, Inc. |
2026 Q2
|
8/10/2026 |
32
|
$160 M
|
| ALGERT GLOBAL LLC |
2025 Q1 - RESTATEMENT
|
8/10/2026 |
1,160
|
$4.0 B
|
| ALGERT GLOBAL LLC |
2025 Q2 - RESTATEMENT
|
8/10/2026 |
1,167
|
$4.8 B
|
| SOMERVILLE KURT F |
2026 Q2
|
8/10/2026 |
407
|
$420 M
|
| Financial Alternatives, Inc |
2026 Q2
|
8/10/2026 |
84
|
$200 M
|
| Investidor Profissional Gestao de Recursos Ltda. |
2026 Q2
|
8/10/2026 |
23
|
$170 M
|
| Financial Strategies Group, Inc. |
2026 Q2
|
8/10/2026 |
100
|
$630 M
|
| Hemenway Trust Co LLC |
2026 Q2
|
8/10/2026 |
135
|
$1.4 B
|
| ALGERT GLOBAL LLC |
2023 Q1 - RESTATEMENT
|
8/10/2026 |
1,116
|
$2.1 B
|
| Cascade Wealth Advisors, Inc |
2026 Q2
|
8/10/2026 |
61
|
$250 M
|
| Safe Harbor Family Capital, LLC |
2026 Q2
|
8/10/2026 |
57
|
$150 M
|
| Kingstone Capital Partners Texas, LLC |
2026 Q2
|
8/10/2026 |
60
|
$190 M
|
| Kennondale Capital Management LLC |
2026 Q2
|
8/10/2026 |
80
|
$150 M
|
| ALGERT GLOBAL LLC |
2023 Q2 - RESTATEMENT
|
8/10/2026 |
1,067
|
$2.3 B
|
| ROBERTS GLORE & CO INC /IL/ |
2026 Q2
|
8/10/2026 |
246
|
$400 M
|
| ALGERT GLOBAL LLC |
2023 Q3 - RESTATEMENT
|
8/10/2026 |
1,085
|
$2.1 B
|
| ALGERT GLOBAL LLC |
2023 Q4 - RESTATEMENT
|
8/10/2026 |
1,110
|
$2.5 B
|
| Broderick Brian C |
2026 Q2
|
8/10/2026 |
346
|
$650 M
|
| ALGERT GLOBAL LLC |
2024 Q1 - RESTATEMENT
|
8/10/2026 |
1,051
|
$2.6 B
|
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
2026 Q2
|
8/10/2026 |
1,842
|
$29 B
|
| SWEENEY & MICHEL, LLC |
2026 Q2
|
8/10/2026 |
164
|
$380 M
|
| Dedeker Financial LLC |
2026 Q2
|
8/10/2026 |
55
|
$180 M
|
| Peterson Wealth Advisors, LLC |
2026 Q2
|
8/10/2026 |
120
|
$850 M
|
| IFS Advisors, LLC |
2026 Q2
|
8/10/2026 |
220
|
$210 M
|
| Platform Wealth Management, LLC |
2026 Q2
|
8/10/2026 |
57
|
$270 M
|
| GLOBALT Investments LLC / GA |
2026 Q2
|
8/10/2026 |
213
|
$3.0 B
|
| Yarbrough Capital, LLC |
2026 Q2
|
8/10/2026 |
88
|
$3.3 B
|
| V2 Financial group LLC |
2026 Q2
|
8/10/2026 |
123
|
$270 M
|
| SJBENEN ADVISORY, LLC |
2026 Q2
|
8/10/2026 |
34
|
$180 M
|
| SHARIAPORTFOLIO, INC. |
2026 Q2
|
8/10/2026 |
43
|
$280 M
|
| Consilium Wealth Advisory, LLC |
2026 Q2
|
8/10/2026 |
101
|
$340 M
|
| ALGERT GLOBAL LLC |
2022 Q4 - RESTATEMENT
|
8/10/2026 |
1,117
|
$1.8 B
|
| INCEPTIONR LLC |
2026 Q2
|
8/10/2026 |
628
|
$410 M
|
| Bradyco, Inc. |
2026 Q2
|
8/10/2026 |
33
|
$87 M
|
| Vise Technologies, Inc. |
2026 Q2
|
8/10/2026 |
1,774
|
$8.8 B
|
| VALUE HOLDINGS MANAGEMENT CO. LLC |
2026 Q2
|
8/10/2026 |
24
|
$600 M
|
| Glaxis Capital Management, LLC |
2026 Q2
|
8/10/2026 |
41
|
$50 M
|
| Jupiter Wealth Management LLC |
2026 Q2
|
8/10/2026 |
93
|
$250 M
|
| Clay Northam Wealth Management, LLC |
2026 Q2
|
8/10/2026 |
109
|
$200 M
|
| Altman Advisors, Inc. |
2026 Q2
|
8/10/2026 |
93
|
$280 M
|
| BURR FINANCIAL SERVICES, LLC |
2026 Q2
|
8/10/2026 |
26
|
$160 M
|
| TRILLIUM ASSET MANAGEMENT, LLC |
2026 Q2
|
8/10/2026 |
230
|
$3.3 B
|
| RKL Wealth Management LLC |
2026 Q2
|
8/10/2026 |
189
|
$1.3 B
|
| Gem Investment Advisors, LLC |
2026 Q2
|
8/10/2026 |
36
|
$160 M
|
| Alpha Wealth Funds, LLC |
2026 Q2
|
8/10/2026 |
63
|
$180 M
|
| Integrated Wealth Management |
2026 Q2
|
8/10/2026 |
91
|
$95 M
|
| ELCO Management Co., LLC |
2026 Q2
|
8/10/2026 |
190
|
$230 M
|
| Pacific Sun Financial Corp |
2026 Q2
|
8/10/2026 |
219
|
$240 M
|
| LINCOLN NATIONAL CORP |
2026 Q2
|
8/10/2026 |
20
|
$3.9 B
|
| Immaculate Wealth Management LLC |
2026 Q2
|
8/10/2026 |
15
|
$15 M
|
| Vista Cima Wealth Management LLC |
2026 Q2
|
8/10/2026 |
49
|
$130 M
|
| Brightwater Advisory LLC |
2026 Q2
|
8/10/2026 |
59
|
$160 M
|
| Diversify Advisory Services, LLC |
2026 Q2
|
8/10/2026 |
1,286
|
$6.0 B
|
| TRV GP V, LLC |
2026 Q2
|
8/10/2026 |
3
|
$500 M
|
| TRV GP VI, LLC |
2026 Q2
|
8/10/2026 |
4
|
$230 M
|
| Altiora Financial Group, LLC |
2026 Q2
|
8/10/2026 |
114
|
$630 M
|
| Compass Wealth Management LLC |
2026 Q2
|
8/10/2026 |
167
|
$530 M
|
| STEVENS CAPITAL PARTNERS |
2026 Q2
|
8/10/2026 |
218
|
$530 M
|
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
2026 Q2
|
8/10/2026 |
11
|
$330 M
|
| Pacific Wealth Management |
2026 Q2
|
8/10/2026 |
19
|
$230 M
|
| Artemis Wealth Advisors, LLC |
2026 Q2
|
8/10/2026 |
55
|
$830 M
|
| Bonfire Financial |
2026 Q2
|
8/10/2026 |
60
|
$160 M
|
| GABLES CAPITAL MANAGEMENT INC. |
2026 Q2
|
8/10/2026 |
508
|
$280 M
|
| TRV GP IV, LLC |
2026 Q2
|
8/10/2026 |
2
|
$250 M
|
| MAR VISTA INVESTMENT PARTNERS LLC |
2026 Q2
|
8/10/2026 |
33
|
$1.0 B
|
| BOK Financial Private Wealth, Inc. |
2026 Q2
|
8/10/2026 |
792
|
$1.9 B
|