| DOLIVER ADVISORS, LP |
2025 Q4
|
1/6/2026 |
176
|
$400 M
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2025 Q4
|
1/6/2026 |
35
|
$320 M
|
| First Citizens Financial Corp |
2025 Q4
|
1/6/2026 |
128
|
$200 M
|
| Platinum Equity Advisors, LLC/DE |
2025 Q3 - NEW HOLDINGS
|
1/6/2026 |
1
|
$450 k
|
| Platinum Equity Advisors, LLC/DE |
2025 Q3 - RESTATEMENT
|
1/6/2026 |
4
|
$7.7 B
|
| Asset Management Advisors, LLC |
2025 Q4
|
1/6/2026 |
18
|
$170 M
|
| Platinum Equity Advisors, LLC/DE |
2025 Q2 - NEW HOLDINGS
|
1/6/2026 |
1
|
$320 k
|
| Platinum Equity Advisors, LLC/DE |
2025 Q2 - RESTATEMENT
|
1/6/2026 |
3
|
$5.3 B
|
| Platinum Equity Advisors, LLC/DE |
2025 Q1 - NEW HOLDINGS
|
1/6/2026 |
1
|
$400 k
|
| Platinum Equity Advisors, LLC/DE |
2025 Q1 - RESTATEMENT
|
1/6/2026 |
3
|
$4.5 B
|
| Platinum Equity Advisors, LLC/DE |
2024 Q4 - NEW HOLDINGS
|
1/6/2026 |
1
|
$670 k
|
| Platinum Equity Advisors, LLC/DE |
2024 Q4 - RESTATEMENT
|
1/6/2026 |
3
|
$4.9 B
|
| Platinum Equity Advisors, LLC/DE |
2024 Q3 - NEW HOLDINGS
|
1/6/2026 |
1
|
$590 k
|
| Platinum Equity Advisors, LLC/DE |
2024 Q3 - RESTATEMENT
|
1/6/2026 |
2
|
$590 M
|
| Platinum Equity Advisors, LLC/DE |
2024 Q2 - NEW HOLDINGS
|
1/6/2026 |
1
|
$670 k
|
| Platinum Equity Advisors, LLC/DE |
2024 Q2 - RESTATEMENT
|
1/6/2026 |
2
|
$720 M
|
| Platinum Equity Advisors, LLC/DE |
2024 Q1 - NEW HOLDINGS
|
1/6/2026 |
1
|
$730 k
|
| Platinum Equity Advisors, LLC/DE |
2024 Q1 - RESTATEMENT
|
1/6/2026 |
2
|
$1.0 B
|
| Platinum Equity Advisors, LLC/DE |
2023 Q4 - NEW HOLDINGS
|
1/6/2026 |
1
|
$710 k
|
| Platinum Equity Advisors, LLC/DE |
2023 Q4 - RESTATEMENT
|
1/6/2026 |
3
|
$1.4 B
|
| Platinum Equity Advisors, LLC/DE |
2023 Q3 - NEW HOLDINGS
|
1/6/2026 |
1
|
$540 k
|
| Platinum Equity Advisors, LLC/DE |
2023 Q3 - RESTATEMENT
|
1/6/2026 |
3
|
$1.3 B
|
| Platinum Equity Advisors, LLC/DE |
2023 Q2 - NEW HOLDINGS
|
1/6/2026 |
1
|
$790 k
|
| Platinum Equity Advisors, LLC/DE |
2023 Q2 - RESTATEMENT
|
1/6/2026 |
4
|
$2.3 B
|
| Platinum Equity Advisors, LLC/DE |
2023 Q1 - NEW HOLDINGS
|
1/6/2026 |
1
|
$830 k
|
| Stash Investments, LLC |
2025 Q4
|
1/6/2026 |
5
|
$250 M
|
| Platinum Equity Advisors, LLC/DE |
2023 Q1 - RESTATEMENT
|
1/6/2026 |
3
|
$2.0 B
|
| Platinum Equity Advisors, LLC/DE |
2022 Q4 - NEW HOLDINGS
|
1/6/2026 |
1
|
$780 k
|
| Platinum Equity Advisors, LLC/DE |
2022 Q4 - RESTATEMENT
|
1/6/2026 |
3
|
$1.9 B
|
| Platinum Equity Advisors, LLC/DE |
2022 Q3 - NEW HOLDINGS
|
1/6/2026 |
1
|
$730 k
|
| Platinum Equity Advisors, LLC/DE |
2022 Q3 - RESTATEMENT
|
1/6/2026 |
4
|
$1.6 B
|
| Platinum Equity Advisors, LLC/DE |
2022 Q2 - NEW HOLDINGS
|
1/6/2026 |
1
|
$660 k
|
| Platinum Equity Advisors, LLC/DE |
2022 Q2 - RESTATEMENT
|
1/6/2026 |
3
|
$1.5 B
|
| JBR Co Financial Management Inc |
2025 Q4
|
1/6/2026 |
120
|
$240 M
|
| Platinum Equity Advisors, LLC/DE |
2022 Q1 - NEW HOLDINGS
|
1/6/2026 |
1
|
$660 k
|
| Platinum Equity Advisors, LLC/DE |
2022 Q1 - RESTATEMENT
|
1/6/2026 |
3
|
$2.5 B
|
| Canal Capital Management, LLC |
2025 Q4
|
1/6/2026 |
188
|
$700 M
|
| Canal Capital Management, LLC |
2025 Q3
|
1/6/2026 |
186
|
$670 M
|
| Platinum Equity Advisors, LLC/DE |
2021 Q4 - NEW HOLDINGS
|
1/6/2026 |
1
|
$510 k
|
| Hiley Hunt Wealth Management |
2025 Q4
|
1/6/2026 |
49
|
$220 M
|
| Platinum Equity Advisors, LLC/DE |
2021 Q4 - RESTATEMENT
|
1/6/2026 |
4
|
$2.9 B
|
| Platinum Equity Advisors, LLC/DE |
2021 Q3 - NEW HOLDINGS
|
1/6/2026 |
1
|
$540 k
|
| Platinum Equity Advisors, LLC/DE |
2021 Q3 - RESTATEMENT
|
1/6/2026 |
5
|
$3.5 B
|
| Arlington Capital Management, Inc. |
2025 Q4
|
1/6/2026 |
107
|
$160 M
|
| UNIQUE WEALTH, LLC |
2025 Q4
|
1/6/2026 |
185
|
$720 M
|
| Martin Capital Partners, LLC |
2025 Q4
|
1/6/2026 |
70
|
$270 k
|
| Advance Capital Management, Inc. |
2025 Q4
|
1/6/2026 |
175
|
$2.4 B
|
| Board of the Pension Protection Fund |
2025 Q4
|
1/6/2026 |
251
|
$110 M
|
| Investors Research Corp |
2025 Q4
|
1/6/2026 |
846
|
$550 M
|
| NEVILLE RODIE & SHAW INC |
2025 Q4
|
1/6/2026 |
337
|
$1.4 M
|
| Stephens Group, LLC |
2025 Q4
|
1/6/2026 |
3
|
$190 M
|
| Leibman Financial Services, Inc. |
2025 Q4
|
1/5/2026 |
51
|
$140 M
|
| Red Spruce Capital, LLC |
2025 Q4
|
1/5/2026 |
93
|
$250 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2025 Q4
|
1/5/2026 |
13
|
$170 M
|
| GAMMA Investing LLC |
2025 Q4
|
1/5/2026 |
4,094
|
$2.0 B
|
| JACOBS & CO/CA |
2025 Q4
|
1/5/2026 |
124
|
$1.1 M
|
| Rosenberg Matthew Hamilton |
2025 Q4
|
1/5/2026 |
803
|
$480 M
|
| LifeGuide Financial Advisors, LLC |
2025 Q4
|
1/5/2026 |
47
|
$300 M
|
| Catherine Avery Investment Management LLC |
2024 Q4 - RESTATEMENT
|
1/5/2026 |
176
|
$110 M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/5/2026 |
159
|
$3.5 B
|
| COMMONS CAPITAL, LLC |
2025 Q4
|
1/5/2026 |
111
|
$150 M
|
| FIRST HAWAIIAN BANK |
2025 Q4
|
1/5/2026 |
146
|
$750 M
|
| PARK NATIONAL CORP /OH/ |
2025 Q4
|
1/5/2026 |
511
|
$3.2 B
|
| Noble Wealth Management PBC |
2025 Q3
|
1/5/2026 |
534
|
$190 M
|
| Noble Wealth Management PBC |
2025 Q4
|
1/5/2026 |
590
|
$200 M
|
| Catherine Avery Investment Management LLC |
2025 Q4
|
1/5/2026 |
159
|
$170 M
|
| Catherine Avery Investment Management LLC |
2025 Q3
|
1/5/2026 |
162
|
$160 M
|
| Catherine Avery Investment Management LLC |
2025 Q2
|
1/5/2026 |
166
|
$130 M
|
| Catherine Avery Investment Management LLC |
2025 Q1
|
1/5/2026 |
161
|
$110 M
|
| Catherine Avery Investment Management LLC |
2024 Q4 - NEW HOLDINGS
|
1/5/2026 |
176
|
$110 M
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2025 Q4
|
1/5/2026 |
458
|
$6.7 B
|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2025 Q4
|
1/5/2026 |
59
|
$180 M
|
| BancFirst Trust & Investment Management |
2025 Q4
|
1/5/2026 |
53
|
$240 M
|
| Horizons Wealth Management |
2025 Q4
|
1/5/2026 |
172
|
$150 M
|
| ANDERSON HOAGLAND & CO |
2025 Q4
|
1/5/2026 |
143
|
$1.2 B
|
| PARK AVENUE SECURITIES LLC |
2025 Q4
|
1/5/2026 |
1,493
|
$12 M
|
| Coastline Trust Co |
2025 Q4
|
1/5/2026 |
566
|
$1.1 B
|
| Holos Integrated Wealth LLC |
2025 Q3
|
1/5/2026 |
305
|
$170 M
|
| Aryeh Capital Management Ltd. |
2025 Q4
|
1/5/2026 |
1
|
$0
|
| Holos Integrated Wealth LLC |
2025 Q4
|
1/5/2026 |
310
|
$180 M
|
| GoalVest Advisory LLC |
2025 Q4
|
1/5/2026 |
513
|
$520 M
|
| Miller Global Investments, LLC |
2025 Q4
|
1/5/2026 |
247
|
$110 M
|
| CGN Advisors LLC |
2025 Q4
|
1/5/2026 |
313
|
$1.3 B
|
| JDH Wealth Management, LLC |
2025 Q4
|
1/5/2026 |
51
|
$150 M
|
| Aspen Wealth Management LLC |
2025 Q4
|
1/5/2026 |
118
|
$480 M
|
| Catherine Avery Investment Management LLC |
2024 Q4
|
1/5/2026 |
175
|
$110 M
|
| Legacy Wealth Management, LLC / MS |
2025 Q4
|
1/5/2026 |
100
|
$370 M
|
| GK Wealth Management LLC |
2025 Q4
|
1/5/2026 |
196
|
$150 M
|
| RK Asset Management, LLC |
2025 Q4
|
1/5/2026 |
23
|
$110 k
|
| Kopion Asset Management, LLC |
2025 Q4
|
1/5/2026 |
18
|
$140 M
|
| Grant Private Wealth Management Inc |
2025 Q4
|
1/5/2026 |
135
|
$170 M
|
| City Center Advisors, LLC |
2025 Q4
|
1/5/2026 |
157
|
$110 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q1
|
1/5/2026 |
422
|
$110 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q2
|
1/5/2026 |
437
|
$110 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q3
|
1/5/2026 |
443
|
$100 M
|
| Stairway Partners, LLC |
2025 Q4
|
1/5/2026 |
18
|
$1.9 B
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2023 Q4
|
1/5/2026 |
378
|
$110 M
|
| Union Bancaire Privee, UBP SA |
2025 Q4
|
1/5/2026 |
503
|
$8.4 B
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q1
|
1/5/2026 |
327
|
$100 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2024 Q2
|
1/5/2026 |
337
|
$100 M
|