| American Money Management, LLC |
2026 Q1
|
5/11/2026 |
168
|
$630 M
|
| Semanteon Capital Management, LP |
2026 Q1
|
5/11/2026 |
42
|
$7.5 M
|
| Fiduciary Group, LLC |
2026 Q1
|
5/11/2026 |
297
|
$1.2 B
|
| RIHO Partners, LLC |
2025 Q4
|
5/11/2026 |
12
|
$160 M
|
| Guardian Capital, LLC |
2026 Q1
|
5/11/2026 |
81
|
$100 M
|
| ADAPT WEALTH ADVISORS, LLC |
2026 Q1
|
5/11/2026 |
106
|
$280 M
|
| Gulf International Bank (UK) Ltd |
2026 Q1
|
5/11/2026 |
589
|
$4.5 B
|
| William Marsh Rice University |
2026 Q1
|
5/11/2026 |
2
|
$220 M
|
| OBSIDIAN CIO, LLC |
2026 Q1
|
5/11/2026 |
217
|
$110 M
|
| Crossmark Global Holdings, Inc. |
2026 Q1
|
5/11/2026 |
1,239
|
$6.8 B
|
| GFS Advisors, LLC |
2026 Q1 - NEW HOLDINGS
|
5/11/2026 |
160
|
$780 M
|
| Income Insurance Ltd |
2026 Q1
|
5/11/2026 |
164
|
$150 M
|
| Rinkey Investments |
2026 Q1
|
5/11/2026 |
125
|
$390 M
|
| DAYMARK WEALTH PARTNERS, LLC |
2026 Q1
|
5/11/2026 |
739
|
$3.2 B
|
| FEDERATED HERMES, INC. |
2026 Q1
|
5/11/2026 |
3,984
|
$61 B
|
| Ranmore Fund Management Ltd |
2026 Q1
|
5/11/2026 |
20
|
$760 M
|
| McGowan Group Asset Management, Inc. |
2026 Q1
|
5/11/2026 |
154
|
$790 M
|
| Cornerstone Planning, LLC |
2026 Q1
|
5/11/2026 |
141
|
$440 M
|
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC |
2026 Q1
|
5/11/2026 |
113
|
$850 M
|
| LONGVIEW ASSET MANAGEMENT, LLC |
2026 Q1
|
5/11/2026 |
3
|
$9.6 B
|
| LOCUST WOOD CAPITAL ADVISERS, LLC |
2026 Q1
|
5/11/2026 |
31
|
$3.9 B
|
| Palacios Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
75
|
$160 M
|
| Ponta Wealth Partners, LLC |
2026 Q1
|
5/11/2026 |
138
|
$120 M
|
| Manchester Capital Management LLC |
2026 Q1
|
5/11/2026 |
1,309
|
$690 M
|
| Ashton Thomas Private Wealth, LLC |
2026 Q1
|
5/11/2026 |
1,524
|
$4.2 B
|
| Fideuram Asset Management (Ireland) dac |
2026 Q1
|
5/11/2026 |
445
|
$790 M
|
| GenWealth Group, Inc. |
2026 Q1
|
5/11/2026 |
85
|
$580 M
|
| MARK SHEPTOFF FINANCIAL PLANNING, LLC |
2026 Q1
|
5/11/2026 |
510
|
$190 M
|
| Exit Wealth Advisors, LLC. |
2026 Q1
|
5/11/2026 |
131
|
$190 M
|
| TD Capital Management LLC |
2026 Q1
|
5/11/2026 |
853
|
$1.1 B
|
| Sargent Investment Group, LLC |
2026 Q1
|
5/11/2026 |
271
|
$760 M
|
| RESOLUTE WEALTH ADVISOR, INC. |
2026 Q1
|
5/11/2026 |
94
|
$180 M
|
| L & S Advisors Inc |
2026 Q1
|
5/11/2026 |
233
|
$790 M
|
| LCNB CORP |
2026 Q1
|
5/11/2026 |
189
|
$300 M
|
| Elite Life Management LLC |
2026 Q1
|
5/11/2026 |
57
|
$80 M
|
| Plotkin Financial Advisors, LLC |
2026 Q1
|
5/11/2026 |
100
|
$200 M
|
| CONDOR CAPITAL MANAGEMENT |
2026 Q1
|
5/11/2026 |
174
|
$1.2 B
|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
2026 Q1
|
5/11/2026 |
156
|
$360 M
|
| PRUDENT INVESTORS NETWORK, INC. |
2026 Q1
|
5/11/2026 |
74
|
$460 M
|
| Atle Fund Management AB |
2026 Q1
|
5/11/2026 |
39
|
$310 M
|
| SYCOMORE ASSET MANAGEMENT |
2026 Q1
|
5/11/2026 |
74
|
$720 M
|
| VALUE HOLDINGS MANAGEMENT CO. LLC |
2026 Q1
|
5/11/2026 |
24
|
$620 M
|
| Monaco Asset Management SAM |
2026 Q1
|
5/11/2026 |
66
|
$540 M
|
| Arrow Financial Corp |
2026 Q1
|
5/11/2026 |
278
|
$990 M
|
| BETO FINANCIAL GROUP, LLC |
2026 Q1
|
5/11/2026 |
152
|
$170 M
|
| HBK Sorce Advisory LLC |
2026 Q1
|
5/11/2026 |
672
|
$5.0 B
|
| WESTCO ADVISORY SERVICES INC /ADV |
2026 Q1
|
5/11/2026 |
104
|
$160 M
|
| CITIGROUP INC |
2026 Q1
|
5/11/2026 |
11,050
|
$230 B
|
| 2Xideas AG |
2026 Q1
|
5/11/2026 |
47
|
$260 M
|
| NOMURA ASSET MANAGEMENT CO LTD |
2026 Q1
|
5/11/2026 |
2,291
|
$39 B
|
| UNITED BANK |
2026 Q1
|
5/11/2026 |
239
|
$780 M
|
| Declaration Partners LP |
2026 Q1
|
5/11/2026 |
1
|
$22 M
|
| MUFG SECURITIES (CANADA), LTD. |
2026 Q1
|
5/11/2026 |
43
|
$3.5 B
|
| Stillwater Wealth Management Group |
2026 Q1
|
5/11/2026 |
77
|
$160 M
|
| Sava Infond d.o.o. |
2026 Q1
|
5/11/2026 |
230
|
$700 M
|
| CIGNA INVESTMENTS INC /NEW |
2026 Q1
|
5/11/2026 |
457
|
$650 M
|
| KALEIDOSCOPE CAPITAL LP |
2026 Q1
|
5/11/2026 |
15
|
$260 M
|
| North Ground Capital |
2026 Q1
|
5/11/2026 |
40
|
$83 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2026 Q1
|
5/11/2026 |
9
|
$130 M
|
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE |
2026 Q1
|
5/11/2026 |
26
|
$330 M
|
| Retirement Solution LLC |
2026 Q1
|
5/11/2026 |
57
|
$420 M
|
| Texas Capital Bank Wealth Management Services Inc |
2026 Q1
|
5/11/2026 |
547
|
$1.7 B
|
| WELLS FARGO & COMPANY/MN |
2026 Q1
|
5/11/2026 |
17,971
|
$530 B
|
| RV Capital AG |
2026 Q1
|
5/11/2026 |
13
|
$380 M
|
| Accent Capital Management, LLC |
2026 Q1 - RESTATEMENT
|
5/11/2026 |
338
|
$210 M
|
| BECKER CAPITAL MANAGEMENT INC |
2026 Q1
|
5/11/2026 |
298
|
$3.4 B
|
| CINCINNATI FINANCIAL CORP |
2026 Q1
|
5/11/2026 |
55
|
$5.0 B
|
| Mattson Financial Services, LLC |
2026 Q1
|
5/11/2026 |
232
|
$420 M
|
| CSU Producer Resources, Inc. |
2026 Q1
|
5/11/2026 |
23
|
$35 M
|
| Cincinnati Specialty Underwriters Insurance CO |
2026 Q1
|
5/11/2026 |
46
|
$410 M
|
| Mountain Capital Investment Advisors Inc. |
2026 Q1
|
5/11/2026 |
88
|
$670 M
|
| CINCINNATI INDEMNITY CO |
2026 Q1
|
5/11/2026 |
11
|
$40 M
|
| CINCINNATI INSURANCE CO |
2026 Q1
|
5/11/2026 |
63
|
$6.6 B
|
| CINCINNATI CASUALTY CO |
2026 Q1
|
5/11/2026 |
24
|
$190 M
|
| HARVEY CAPITAL MANAGEMENT INC |
2026 Q1
|
5/11/2026 |
88
|
$440 M
|
| MUFG SECURITIES AMERICAS INC. |
2026 Q1
|
5/11/2026 |
504
|
$1.6 B
|
| Meridian Wealth Advisors, LLC |
2026 Q1
|
5/11/2026 |
202
|
$760 M
|
| Knights of Columbus Asset Advisors LLC |
2026 Q1
|
5/11/2026 |
397
|
$1.8 B
|
| Clarendon Private LLC |
2026 Q1
|
5/11/2026 |
119
|
$130 M
|
| Montanaro Asset Management Ltd |
2026 Q1
|
5/11/2026 |
42
|
$330 M
|
| Accent Capital Management, LLC |
2026 Q1
|
5/11/2026 |
130
|
$100 M
|
| Foundations Investment Advisors, LLC |
2026 Q1
|
5/11/2026 |
1,616
|
$8.1 B
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2026 Q1
|
5/11/2026 |
691
|
$350 M
|
| COFG Advisors, LLC |
2026 Q1
|
5/11/2026 |
241
|
$400 M
|
| Erste Asset Management GmbH |
2026 Q1
|
5/11/2026 |
993
|
$11 B
|
| Hansen & Associates Financial Group, Inc. |
2026 Q1
|
5/11/2026 |
42
|
$190 M
|
| STEVENS CAPITAL MANAGEMENT LP |
2026 Q1
|
5/11/2026 |
222
|
$650 M
|
| Tranquilli Financial Advisor LLC |
2026 Q1
|
5/11/2026 |
132
|
$170 M
|
| Empirical Asset Management, LLC |
2026 Q1
|
5/11/2026 |
396
|
$380 M
|
| GR FINANCIAL GROUP, LLC |
2026 Q1
|
5/11/2026 |
22
|
$300 M
|
| Rossby Financial, LCC |
2026 Q1
|
5/11/2026 |
2,281
|
$490 M
|
| NORGES BANK |
2026 Q1
|
5/11/2026 |
1
|
$0
|
| Catalyst Funds Management Pty Ltd |
2026 Q1
|
5/11/2026 |
586
|
$590 M
|
| Expressive Wealth LLC |
2026 Q1
|
5/11/2026 |
130
|
$100 M
|
| ING GROEP NV |
2026 Q1
|
5/11/2026 |
503
|
$16 B
|
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
2026 Q1
|
5/11/2026 |
265
|
$2.3 B
|
| First Financial Bankshares Inc |
2026 Q1
|
5/11/2026 |
201
|
$5.0 B
|
| Atlas Legacy Advisors, LLC |
2026 Q1
|
5/11/2026 |
300
|
$550 M
|
| Elo Mutual Pension Insurance Co |
2026 Q1
|
5/11/2026 |
581
|
$6.1 B
|
| denkapparat Operations GmbH |
2026 Q1
|
5/11/2026 |
333
|
$240 M
|