| TAKEDA PHARMACEUTICAL CO LTD |
2025 Q2
|
8/7/2025 |
12
|
$20 M
|
| VERITY Wealth Advisors |
2025 Q2
|
8/7/2025 |
75
|
$150 M
|
| National Pension Service |
2025 Q2
|
8/7/2025 |
534
|
$120 B
|
| GLYNN CAPITAL MANAGEMENT LLC |
2025 Q2
|
8/7/2025 |
47
|
$440 M
|
| PIONEER TRUST BANK N A/OR |
2025 Q2
|
8/7/2025 |
125
|
$390 M
|
| Westbourne Investment Advisors, Inc. |
2025 Q2
|
8/7/2025 |
107
|
$330 M
|
| Brickley Wealth Management |
2025 Q2
|
8/7/2025 |
48
|
$510 M
|
| Fairbanks Capital Management, Inc. |
2025 Q2
|
8/7/2025 |
54
|
$180 M
|
| Certares Management LLC |
2025 Q2
|
8/7/2025 |
1
|
$62 M
|
| eCIO, Inc. |
2025 Q2
|
8/7/2025 |
71
|
$240 M
|
| Ironwood Investment Counsel, LLC |
2025 Q2
|
8/7/2025 |
267
|
$650 M
|
| COMPASS GROUP LLC |
2025 Q2
|
8/7/2025 |
8
|
$21 M
|
| CALL TO ACTION FOUNDATION |
2025 Q2
|
8/7/2025 |
1
|
$520 M
|
| Advyzon Investment Management, LLC |
2025 Q2
|
8/7/2025 |
433
|
$450 M
|
| Turn8 Private Wealth Inc. |
2025 Q2
|
8/7/2025 |
44
|
$140 M
|
| JFG Wealth Management, LLC |
2025 Q2
|
8/7/2025 |
62
|
$480 M
|
| Diana Davis Spencer Foundation |
2025 Q2
|
8/7/2025 |
4
|
$290 M
|
| VeraBank, N.A. |
2025 Q2
|
8/7/2025 |
279
|
$500 M
|
| IMA Advisory Services, Inc. |
2025 Q2
|
8/7/2025 |
559
|
$930 M
|
| Ibex Investors LLC |
2025 Q2
|
8/7/2025 |
8
|
$98 M
|
| TIEMANN INVESTMENT ADVISORS, LLC |
2025 Q2
|
8/7/2025 |
199
|
$240 M
|
| GENERATION INVESTMENT MANAGEMENT LLP |
2025 Q2
|
8/7/2025 |
37
|
$16 B
|
| Retirement Solution LLC |
2025 Q2
|
8/7/2025 |
43
|
$390 M
|
| Tortoise Investment Management, LLC |
2025 Q1 - RESTATEMENT
|
8/7/2025 |
831
|
$960 M
|
| Grange Capital, LLC |
2025 Q2
|
8/7/2025 |
48
|
$96 M
|
| First Dallas Securities Inc. |
2025 Q2
|
8/7/2025 |
123
|
$250 M
|
| Essex Woodlands Management, Inc. |
2025 Q2
|
8/7/2025 |
6
|
$280 M
|
| Topel & Distasi Wealth Management, LLC |
2025 Q2
|
8/7/2025 |
60
|
$190 M
|
| S Squared Technology, LLC |
2025 Q2
|
8/7/2025 |
35
|
$240 M
|
| CAHILL FINANCIAL ADVISORS INC |
2025 Q2
|
8/7/2025 |
312
|
$810 M
|
| MOSAIC FINANCIAL GROUP, LLC |
2025 Q2
|
8/7/2025 |
112
|
$130 M
|
| Alpha Cubed Investments, LLC |
2025 Q2
|
8/7/2025 |
297
|
$2.6 B
|
| Valence8 US LP |
2025 Q2
|
8/7/2025 |
12
|
$240 M
|
| Dalton Investments, Inc. |
2025 Q2
|
8/7/2025 |
20
|
$190 M
|
| Social Capital Group LLC |
2025 Q2
|
8/7/2025 |
1
|
$0
|
| GARDA CAPITAL PARTNERS LP |
2025 Q2
|
8/7/2025 |
563
|
$4.2 B
|
| Allworth Financial LP |
2025 Q2
|
8/7/2025 |
4,588
|
$21 B
|
| Addison Advisors LLC |
2025 Q2
|
8/7/2025 |
1,115
|
$400 M
|
| Tillman Hartley LLC |
2025 Q2
|
8/7/2025 |
146
|
$350 M
|
| Cypress Capital, LLC |
2025 Q2
|
8/7/2025 |
89
|
$340 M
|
| Americana Partners, LLC |
2025 Q2
|
8/7/2025 |
422
|
$2.9 B
|
| Illinois Municipal Retirement Fund |
2025 Q2
|
8/7/2025 |
1,237
|
$7.3 B
|
| Hughes Financial Services, LLC |
2025 Q2
|
8/7/2025 |
1,035
|
$580 M
|
| BOK Financial Private Wealth, Inc. |
2025 Q2
|
8/7/2025 |
418
|
$1.5 B
|
| Tortoise Investment Management, LLC |
2024 Q4 - RESTATEMENT
|
8/7/2025 |
873
|
$950 M
|
| General Motors Holdings LLC |
2025 Q2
|
8/7/2025 |
5
|
$93 M
|
| Timonier Family Office, LTD. |
2025 Q2
|
8/7/2025 |
54
|
$270 M
|
| IBEX WEALTH ADVISORS |
2025 Q2
|
8/7/2025 |
193
|
$940 M
|
| Tortoise Investment Management, LLC |
2024 Q3 - RESTATEMENT
|
8/7/2025 |
892
|
$960 M
|
| Samalin Investment Counsel, LLC |
2025 Q2
|
8/7/2025 |
296
|
$260 M
|
| Tortoise Investment Management, LLC |
2024 Q2 - RESTATEMENT
|
8/7/2025 |
894
|
$880 M
|
| LAFFER TENGLER INVESTMENTS, INC. |
2025 Q2
|
8/7/2025 |
163
|
$560 M
|
| DAVIS R M INC |
2025 Q2
|
8/7/2025 |
268
|
$5.4 B
|
| Vise Technologies, Inc. |
2025 Q2
|
8/7/2025 |
1,046
|
$2.4 B
|
| MEDIATEL PARTNERS |
2025 Q2
|
8/7/2025 |
3
|
$240 M
|
| Altman Advisors, Inc. |
2025 Q2
|
8/7/2025 |
96
|
$240 M
|
| Tortoise Investment Management, LLC |
2024 Q1 - RESTATEMENT
|
8/7/2025 |
876
|
$820 M
|
| Aegis Wealth Management LLC |
2025 Q2
|
8/7/2025 |
114
|
$170 M
|
| Fountainhead AM, LLC |
2025 Q2
|
8/7/2025 |
215
|
$690 M
|
| Ascension Capital Advisors, Inc. |
2025 Q2
|
8/7/2025 |
39
|
$240 M
|
| LMDAGG, L.L.C. |
2025 Q2
|
8/7/2025 |
2
|
$79 M
|
| COMPASS CAPITAL MANAGEMENT, INC |
2025 Q2
|
8/7/2025 |
63
|
$1.9 B
|
| RIVERSTONE HOLDINGS LLC |
2025 Q2
|
8/7/2025 |
4
|
$550 M
|
| Fourth Sail Capital LP |
2025 Q2
|
8/7/2025 |
26
|
$480 M
|
| TFO Wealth Partners, LLC |
2025 Q2
|
8/7/2025 |
42
|
$570 M
|
| Cambridge Financial Group, Inc. |
2025 Q2
|
8/7/2025 |
33
|
$200 M
|
| FIDELIS CAPITAL PARTNERS, LLC |
2025 Q2
|
8/7/2025 |
445
|
$1.1 B
|
| Hartford Funds Management Co LLC |
2025 Q2
|
8/7/2025 |
151
|
$1.2 B
|
| Joseph Group Capital Management |
2025 Q2 - RESTATEMENT
|
8/7/2025 |
104
|
$300 M
|
| ProShare Advisors LLC |
2025 Q2
|
8/7/2025 |
2,077
|
$50 B
|
| Shared Vision Wealth Group LLC |
2025 Q2
|
8/7/2025 |
83
|
$200 M
|
| Tortoise Investment Management, LLC |
2023 Q4 - RESTATEMENT
|
8/7/2025 |
801
|
$740 M
|
| PROFUND ADVISORS LLC |
2025 Q2
|
8/7/2025 |
992
|
$2.8 B
|
| Bornite Capital Management LP |
2025 Q2
|
8/7/2025 |
36
|
$1.0 B
|
| BCK Capital Management LP |
2025 Q2
|
8/7/2025 |
84
|
$120 M
|
| Summit X, LLC |
2025 Q2
|
8/7/2025 |
285
|
$540 M
|
| KING LUTHER CAPITAL MANAGEMENT CORP |
2025 Q2
|
8/7/2025 |
586
|
$23 B
|
| SEARLE & CO. |
2025 Q2
|
8/7/2025 |
183
|
$350 M
|
| Lisanti Capital Growth, LLC |
2025 Q2
|
8/7/2025 |
106
|
$360 M
|
| Fonville Wealth Management LLC |
2025 Q2
|
8/7/2025 |
123
|
$390 M
|
| ROBERTS GLORE & CO INC /IL/ |
2025 Q2
|
8/7/2025 |
206
|
$340 M
|
| PFG Advisors |
2025 Q2
|
8/7/2025 |
623
|
$2.2 B
|
| SFE Investment Counsel |
2025 Q2
|
8/7/2025 |
141
|
$570 M
|
| ARBOR TRUST WEALTH ADVISORS, LLC |
2025 Q2
|
8/7/2025 |
84
|
$200 M
|
| STF Management LP |
2025 Q2
|
8/7/2025 |
101
|
$250 M
|
| NUANCE INVESTMENTS, LLC |
2025 Q2
|
8/7/2025 |
46
|
$1.3 B
|
| PCG Wealth Advisors, LLC |
2025 Q2
|
8/7/2025 |
89
|
$200 M
|
| UNIVERSITY OF CHICAGO |
2025 Q2
|
8/7/2025 |
11
|
$120 M
|
| Cascade Financial Partners, LLC |
2025 Q2
|
8/7/2025 |
261
|
$830 M
|
| Winch Advisory Services, LLC |
2025 Q2
|
8/7/2025 |
510
|
$410 M
|
| Boston Partners |
2025 Q2
|
8/7/2025 |
1,708
|
$89 B
|
| MAYPORT, LLC |
2025 Q2
|
8/7/2025 |
98
|
$420 M
|
| FAGAN ASSOCIATES, INC. |
2025 Q2
|
8/7/2025 |
129
|
$650 M
|
| Robeco Schweiz AG |
2025 Q2
|
8/7/2025 |
126
|
$4.3 B
|
| Clarity Wealth Advisors, LLC |
2025 Q2
|
8/7/2025 |
98
|
$410 M
|
| Lakeridge Wealth Management LLC |
2025 Q2
|
8/7/2025 |
149
|
$220 M
|
| New England Private Wealth Advisors LLC |
2025 Q2
|
8/7/2025 |
163
|
$680 M
|
| Mawer Investment Management Ltd. |
2025 Q2
|
8/7/2025 |
138
|
$20 B
|
| CVFG LLC |
2025 Q2
|
8/7/2025 |
97
|
$130 M
|
| FACTORY MUTUAL INSURANCE CO |
2025 Q2
|
8/7/2025 |
162
|
$9.1 B
|