| Gigafund Management Company, LLC |
2026 Q1
|
5/8/2026 |
1
|
$59 M
|
| Birchcreek Wealth Management, LLC |
2026 Q1
|
5/8/2026 |
120
|
$210 M
|
| First Affirmative Financial Network |
2026 Q1
|
5/8/2026 |
296
|
$210 M
|
| Paulson Wealth Management Inc. |
2026 Q1
|
5/8/2026 |
137
|
$430 M
|
| Pacific Heights Asset Management LLC |
2026 Q1
|
5/8/2026 |
77
|
$3.0 B
|
| Compass Financial Group, Inc. (Ohio) |
2026 Q1
|
5/8/2026 |
47
|
$140 M
|
| Rheos Capital Works Inc. |
2026 Q1
|
5/8/2026 |
73
|
$1.5 B
|
| Fore Capital, LLC |
2026 Q1
|
5/8/2026 |
32
|
$160 M
|
| ALLEN WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/8/2026 |
59
|
$200 M
|
| SPROTT INC. |
2026 Q1
|
5/8/2026 |
243
|
$3.4 B
|
| Firestone Capital Management |
2026 Q1
|
5/8/2026 |
160
|
$480 M
|
| MPS Loria Financial Planners, LLC |
2026 Q1
|
5/8/2026 |
94
|
$380 M
|
| Vanguard National Trust Co |
2026 Q1
|
5/8/2026 |
751
|
$1.6 B
|
| VANGUARD MARKETING CORPORATION |
2026 Q1
|
5/8/2026 |
1
|
$39 M
|
| VANGUARD ASSET MANAGEMENT, Ltd |
2026 Q1
|
5/8/2026 |
2,395
|
$120 B
|
| Vanguard Global Advisers, LLC |
2026 Q1
|
5/8/2026 |
3,616
|
$180 B
|
| VANGUARD CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
3,982
|
$4.0 T
|
| VANGUARD FIDUCIARY TRUST CO |
2026 Q1
|
5/8/2026 |
3,983
|
$390 B
|
| VANGUARD PORTFOLIO MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
3,040
|
$1.9 T
|
| Vanguard Investments Australia, Ltd. |
2026 Q1
|
5/8/2026 |
2,342
|
$34 B
|
| Generation Capital Management LLC |
2026 Q1
|
5/8/2026 |
74
|
$140 M
|
| First National Advisers, LLC |
2026 Q1
|
5/8/2026 |
261
|
$680 M
|
| VANGUARD ADVISERS INC |
2026 Q1
|
5/8/2026 |
668
|
$26 B
|
| Sands Capital Alternatives, LLC |
2026 Q1
|
5/8/2026 |
21
|
$420 M
|
| Glassy Mountain Advisors, Inc. |
2026 Q1
|
5/8/2026 |
77
|
$320 M
|
| AVISO WEALTH MANAGEMENT |
2026 Q1
|
5/8/2026 |
140
|
$220 M
|
| SANDS CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/8/2026 |
67
|
$25 B
|
| MARCO INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
232
|
$1.3 B
|
| JPL Wealth Management, LLC |
2026 Q1
|
5/8/2026 |
2,172
|
$430 M
|
| Tillman Hartley LLC |
2026 Q1
|
5/8/2026 |
146
|
$400 M
|
| North Dakota State Investment Board |
2026 Q1
|
5/8/2026 |
752
|
$2.3 B
|
| Horizon Family Wealth, Inc. |
2026 Q1
|
5/8/2026 |
128
|
$190 M
|
| Curtis Advisory Group, LLC |
2026 Q1
|
5/8/2026 |
118
|
$460 M
|
| CM WEALTH ADVISORS LLC |
2026 Q1
|
5/8/2026 |
146
|
$470 M
|
| Tandem Financial, LLC |
2026 Q1
|
5/8/2026 |
98
|
$310 M
|
| GOANNA CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
3
|
$6.7 M
|
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
2026 Q1
|
5/8/2026 |
169
|
$9.7 B
|
| Entruity Wealth, LLC |
2026 Q1
|
5/8/2026 |
46
|
$150 M
|
| Urban Financial Advisory Corp |
2026 Q1
|
5/8/2026 |
57
|
$280 M
|
| TMB Capital Partners, LLC |
2026 Q1
|
5/8/2026 |
176
|
$300 M
|
| McAdam, LLC |
2026 Q1
|
5/8/2026 |
449
|
$2.2 B
|
| GUIDANCE CAPITAL, INC |
2026 Q1
|
5/8/2026 |
229
|
$450 M
|
| Stonegate Management LLC |
2026 Q1
|
5/8/2026 |
1
|
$0
|
| Tower Wealth Partners, Inc. |
2026 Q1
|
5/8/2026 |
87
|
$180 M
|
| Dash Acquisitions Inc. |
2026 Q1
|
5/8/2026 |
68
|
$480 M
|
| CSP Financial Group, LLC |
2026 Q1
|
5/8/2026 |
20
|
$98 M
|
| United Financial Planning Group LLC |
2026 Q1
|
5/8/2026 |
462
|
$170 M
|
| Aspen Wealth Strategies, LLC |
2026 Q1
|
5/8/2026 |
89
|
$190 M
|
| Penn Mutual Asset Management |
2026 Q1
|
5/8/2026 |
9
|
$20 M
|
| Evergreen Wealth Partners LLC |
2026 Q1
|
5/8/2026 |
84
|
$130 M
|
| Junk Investment Group, LLC |
2026 Q1
|
5/8/2026 |
88
|
$190 M
|
| Power Alpha Investment Ltd |
2026 Q1
|
5/8/2026 |
5
|
$870 M
|
| Miller Investment Management, LP |
2026 Q1
|
5/8/2026 |
86
|
$1.0 B
|
| Financial Strategies Group, Inc. |
2026 Q1
|
5/8/2026 |
101
|
$600 M
|
| PERSPECTIVE WEALTH ADVISORS LLC |
2026 Q1
|
5/8/2026 |
55
|
$150 M
|
| New England Private Wealth Advisors LLC |
2026 Q1
|
5/8/2026 |
194
|
$870 M
|
| Emissary Wealth LLC |
2026 Q1
|
5/8/2026 |
54
|
$110 M
|
| Elevation Advisory Partners LLC |
2026 Q1
|
5/8/2026 |
97
|
$110 M
|
| Allegiance Financial Group Advisory Services LLC |
2026 Q1
|
5/8/2026 |
198
|
$500 M
|
| NorthStar Asset Management LLC /NJ/ |
2026 Q1
|
5/8/2026 |
96
|
$210 M
|
| Virtus Wealth Solutions LLC |
2026 Q1
|
5/8/2026 |
54
|
$530 M
|
| Clarion Wealth Managment Partners, LLC |
2026 Q1
|
5/8/2026 |
84
|
$110 M
|
| Villanova Investment Management Co LLC |
2026 Q1
|
5/8/2026 |
56
|
$98 M
|
| Opus Financial Solutions LLC |
2026 Q1
|
5/8/2026 |
103
|
$110 M
|
| Roundview Capital LLC |
2026 Q1
|
5/8/2026 |
340
|
$1.6 B
|
| TWIN PEAKS WEALTH ADVISORS, LLC |
2026 Q1
|
5/8/2026 |
2,369
|
$400 M
|
| North Horizon Holdings Inc. |
2026 Q1
|
5/8/2026 |
1
|
$120 M
|
| Millington Financial Advisors, LLC |
2026 Q1
|
5/8/2026 |
119
|
$240 M
|
| Goldenstone Wealth Management LLC |
2026 Q1
|
5/8/2026 |
89
|
$140 M
|
| Bristlecone Value Partners, LLC |
2026 Q1
|
5/8/2026 |
68
|
$110 M
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
2026 Q1
|
5/8/2026 |
1,371
|
$8.1 B
|
| Melia Wealth LLC |
2026 Q1
|
5/8/2026 |
22
|
$210 M
|
| Capco Asset Management, LLC |
2026 Q1
|
5/8/2026 |
27
|
$370 M
|
| Strategic Financial Services, Inc. |
2026 Q1
|
5/8/2026 |
153
|
$2.1 B
|
| Crestmont Private Wealth LLC |
2026 Q1
|
5/8/2026 |
105
|
$320 M
|
| Christian Investment Advisors, Inc. |
2026 Q1
|
5/8/2026 |
12
|
$160 M
|
| AMERICAN EXPRESS CO |
2026 Q1
|
5/8/2026 |
1
|
$880 M
|
| JBF Capital, Inc. |
2026 Q1
|
5/8/2026 |
123
|
$680 M
|
| Belfer Management LLC |
2026 Q1
|
5/8/2026 |
15
|
$6.0 M
|
| RedJay Asset Management Inc. |
2026 Q1
|
5/8/2026 |
1
|
$0
|
| Weinberger Asset Management, Inc |
2026 Q1
|
5/8/2026 |
92
|
$270 M
|
| Endowment Wealth Management, Inc. |
2026 Q1
|
5/8/2026 |
170
|
$230 M
|
| DAVIDSON INVESTMENT ADVISORS |
2026 Q1 - RESTATEMENT
|
5/8/2026 |
126
|
$2.3 B
|
| REGENTS OF THE UNIVERSITY OF CALIFORNIA |
2026 Q1
|
5/8/2026 |
12
|
$2.8 B
|
| Indie Asset Partners, LLC |
2026 Q1
|
5/8/2026 |
83
|
$88 M
|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC |
2026 Q1
|
5/8/2026 |
874
|
$6.6 B
|
| Align Financial, LLC |
2026 Q1
|
5/8/2026 |
373
|
$180 M
|
| BURKE & HERBERT BANK & TRUST CO |
2026 Q1
|
5/8/2026 |
368
|
$360 M
|
| Buck Wealth Strategies, LLC |
2026 Q1
|
5/8/2026 |
166
|
$810 M
|
| Delta Accumulation, LLC |
2026 Q1
|
5/8/2026 |
87
|
$1.2 B
|
| BP PLC |
2026 Q1
|
5/8/2026 |
1
|
$18 M
|
| Freedom Together Foundation |
2026 Q1
|
5/8/2026 |
2
|
$760 M
|
| NewSquare Capital LLC |
2026 Q1
|
5/8/2026 |
211
|
$1.2 B
|
| CYBER HORNET ETFs LLC |
2026 Q1
|
5/8/2026 |
507
|
$150 M
|
| Darden Wealth Group Inc |
2026 Q1
|
5/8/2026 |
150
|
$200 M
|
| Prime Capital Investment Advisors, LLC |
2026 Q1
|
5/8/2026 |
1,056
|
$8.6 B
|
| SOMERVILLE KURT F |
2026 Q1
|
5/8/2026 |
402
|
$380 M
|
| Vann Equity Management LLC |
2026 Q1
|
5/8/2026 |
158
|
$140 M
|
| Private Advisory Group LLC |
2026 Q1
|
5/8/2026 |
411
|
$1.5 B
|
| SG Capital Management LLC |
2026 Q1
|
5/8/2026 |
88
|
$1.5 B
|