| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
2026 Q2
|
8/7/2026 |
174
|
$520 M
|
| Sheridan Capital Management, LLC |
2026 Q2
|
8/7/2026 |
31
|
$210 M
|
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA |
2026 Q2
|
8/7/2026 |
690
|
$350 M
|
| True Light Capital Pte. Ltd. |
2026 Q2
|
8/7/2026 |
8
|
$150 M
|
| FTX Recovery Trust |
2026 Q2
|
8/7/2026 |
1
|
$9.4 M
|
| Remedium Capital Partners, LLC |
2026 Q2
|
8/7/2026 |
6
|
$450 M
|
| Board of the Pension Protection Fund |
2026 Q2
|
8/7/2026 |
110
|
$110 M
|
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
2026 Q2
|
8/7/2026 |
40
|
$640 M
|
| Singapore Technologies Telemedia Pte Ltd |
2026 Q2
|
8/7/2026 |
1
|
$300 M
|
| Temasek Holdings (Private) Ltd |
2026 Q2
|
8/7/2026 |
196
|
$37 B
|
| TimesSquare Capital Management, LLC |
2026 Q2
|
8/7/2026 |
158
|
$6.8 B
|
| Greenwoods Asset Management Hong Kong Ltd. |
2026 Q2
|
8/7/2026 |
27
|
$2.2 B
|
| Mitsubishi UFJ Asset Management Co., Ltd. |
2026 Q2
|
8/7/2026 |
1,659
|
$180 B
|
| Ashoka WhiteOak Capital Pte Ltd |
2026 Q2
|
8/7/2026 |
17
|
$430 M
|
| Monaco Asset Management SAM |
2026 Q2
|
8/7/2026 |
49
|
$1.3 B
|
| AIGH Capital Management LLC |
2026 Q2
|
8/7/2026 |
89
|
$1.6 B
|
| MITSUBISHI UFJ FINANCIAL GROUP INC |
2026 Q2
|
8/6/2026 |
1
|
$79 B
|
| Persistent Asset Partners Ltd |
2026 Q2
|
8/6/2026 |
961
|
$340 M
|
| CROWN ADVISORS MANAGEMENT, INC. |
2026 Q2
|
8/6/2026 |
43
|
$180 M
|
| Hikari Power Ltd |
2026 Q2
|
8/6/2026 |
43
|
$850 M
|
| Andar Capital Management HK Ltd |
2026 Q2 - RESTATEMENT
|
8/6/2026 |
13
|
$220 M
|
| OneDigital Investment Advisors LLC |
2026 Q2
|
8/6/2026 |
1,584
|
$12 B
|
| MUFG BANK, LTD. |
2026 Q2
|
8/6/2026 |
7
|
$3.6 B
|
| Beverly Hills Private Wealth, LLC |
2026 Q2
|
8/6/2026 |
406
|
$520 M
|
| Bell Investment Advisors, Inc |
2026 Q2
|
8/6/2026 |
1,820
|
$680 M
|
| R.H. Investment Group, LLC |
2026 Q2
|
8/6/2026 |
47
|
$130 M
|
| Plato Investment Management Ltd |
2026 Q2
|
8/6/2026 |
503
|
$1.8 B
|
| FIRETRAIL INVESTMENTS PTY LTD |
2026 Q2
|
8/6/2026 |
32
|
$350 M
|
| Latigo Investments, LLC |
2026 Q2
|
8/6/2026 |
14
|
$220 M
|
| Prospect Financial Group LLC |
2026 Q2
|
8/6/2026 |
70
|
$120 M
|
| Syncona Portfolio Ltd |
2026 Q2
|
8/6/2026 |
1
|
$27 M
|
| BRIGHTON JONES LLC |
2026 Q1 - RESTATEMENT
|
8/6/2026 |
1,200
|
$4.5 B
|
| COMPASS CAPITAL MANAGEMENT, INC |
2026 Q2
|
8/6/2026 |
91
|
$1.7 B
|
| Idaho Trust Co |
2026 Q2
|
8/6/2026 |
146
|
$340 M
|
| Mittelman Wealth Management |
2026 Q2
|
8/6/2026 |
53
|
$150 M
|
| AMG National Trust Bank |
2026 Q2
|
8/6/2026 |
798
|
$4.9 B
|
| Hexagon Capital Partners LLC |
2026 Q2
|
8/6/2026 |
268
|
$710 M
|
| Privium Fund Management (UK) Ltd |
2026 Q2
|
8/6/2026 |
29
|
$240 M
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
2026 Q2
|
8/6/2026 |
2
|
$2.4 B
|
| Summit Financial Consulting LLC |
2026 Q2
|
8/6/2026 |
49
|
$150 M
|
| OAKMONT Corp |
2026 Q2
|
8/6/2026 |
31
|
$500 M
|
| LYNWOOD PRICE CAPITAL MANAGEMENT LP |
2026 Q2
|
8/6/2026 |
13
|
$210 M
|
| Quadrature Capital Ltd |
2026 Q2
|
8/6/2026 |
1,542
|
$12 B
|
| CYPRESS FUNDS LLC |
2026 Q2
|
8/6/2026 |
14
|
$310 M
|
| Focused Wealth Management, Inc |
2026 Q2
|
8/6/2026 |
266
|
$1.1 B
|
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV |
2026 Q2
|
8/6/2026 |
102
|
$190 M
|
| Signet Private Wealth LLC |
2026 Q2
|
8/6/2026 |
127
|
$130 M
|
| RNC CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/6/2026 |
181
|
$2.4 B
|
| Alphabet Inc. |
2026 Q2
|
8/6/2026 |
29
|
$99 B
|
| FLPUTNAM INVESTMENT MANAGEMENT CO |
2026 Q2
|
8/6/2026 |
655
|
$8.4 B
|
| 180 GPS Investments IC Ltd |
2026 Q2
|
8/6/2026 |
23
|
$140 M
|
| RNC CAPITAL MANAGEMENT LLC |
2026 Q1
|
8/6/2026 |
172
|
$2.3 B
|
| Global Retirement Partners, LLC |
2026 Q2
|
8/6/2026 |
4,518
|
$6.5 B
|
| Jackson Brooke LLC |
2026 Q2
|
8/6/2026 |
1
|
$92 M
|
| Horizon Investment Services, LLC |
2026 Q2
|
8/6/2026 |
143
|
$360 M
|
| Titiun Yejiel |
2026 Q2
|
8/6/2026 |
40
|
$120 M
|
| 1ST SOURCE BANK |
2026 Q2
|
8/6/2026 |
421
|
$2.2 B
|
| Alberta Investment Management Corp |
2026 Q2
|
8/6/2026 |
665
|
$18 B
|
| Fielder Capital Group LLC |
2026 Q2
|
8/6/2026 |
303
|
$460 M
|
| Elite Life Management LLC |
2026 Q2
|
8/6/2026 |
61
|
$85 M
|
| Wilkinson Global Asset Management LLC |
2026 Q2
|
8/6/2026 |
94
|
$1.3 B
|
| Kennon-Green & Company, LLC |
2026 Q2
|
8/6/2026 |
41
|
$130 M
|
| Heritage Trust Co |
2026 Q2
|
8/6/2026 |
476
|
$1.2 B
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
2026 Q2
|
8/6/2026 |
176
|
$630 M
|
| Arrowroot Family Office, LLC |
2026 Q2
|
8/6/2026 |
174
|
$350 M
|
| Argent Trust Co |
2026 Q2
|
8/6/2026 |
1,617
|
$3.5 B
|
| Zeit Capital LLC |
2026 Q2
|
8/6/2026 |
53
|
$170 M
|
| Barden Capital Management, Inc. |
2026 Q2
|
8/6/2026 |
53
|
$110 M
|
| DEEPWATER ASSET MANAGEMENT, LLC |
2026 Q2
|
8/6/2026 |
35
|
$220 M
|
| Aspirean Wealth, LLC |
2026 Q2
|
8/6/2026 |
20
|
$110 M
|
| IMC-Chicago, LLC |
2026 Q2
|
8/6/2026 |
6,776
|
$420 B
|
| Nippon Life Global Investors Americas, Inc. |
2026 Q2
|
8/6/2026 |
101
|
$2.5 B
|
| PPM AMERICA INC/IL |
2026 Q2
|
8/6/2026 |
4
|
$15 M
|
| CVS HEALTH Corp |
2026 Q2
|
8/6/2026 |
21
|
$230 M
|
| Private Wealth Advisors, LLC |
2026 Q2
|
8/6/2026 |
95
|
$390 M
|
| J.Safra Asset Management Corp |
2026 Q2
|
8/6/2026 |
633
|
$2.2 B
|
| VISA FOUNDATION |
2026 Q2
|
8/6/2026 |
2
|
$160 M
|
| Diamond Hill Capital Management, LLC (Investment Advisor) |
2026 Q2
|
8/6/2026 |
186
|
$12 B
|
| AMAZON COM INC |
2026 Q2
|
8/6/2026 |
6
|
$4.4 B
|
| HBK Sorce Advisory LLC |
2026 Q2
|
8/6/2026 |
678
|
$5.3 B
|
| Diana Davis Spencer Foundation |
2026 Q2
|
8/6/2026 |
2
|
$55 M
|
| Yorkville Advisors Global, LP |
2026 Q2
|
8/6/2026 |
34
|
$86 M
|
| Groupe Bruxelles Lambert |
2026 Q2
|
8/6/2026 |
1
|
$62 M
|
| Abbot Financial Management, Inc. |
2026 Q2
|
8/6/2026 |
141
|
$290 M
|
| Continuum Advisory, LLC |
2026 Q2
|
8/6/2026 |
1,986
|
$1.2 B
|
| Peachtree Investment Partners, LLC |
2026 Q2
|
8/6/2026 |
143
|
$310 M
|
| Capital Advisor Network LLC |
2026 Q1 - RESTATEMENT
|
8/6/2026 |
148
|
$71 M
|
| Tulsa Wealth Advisors, INC |
2026 Q2
|
8/6/2026 |
166
|
$710 M
|
| OMC Financial Services LTD |
2026 Q2
|
8/6/2026 |
61
|
$300 M
|
| Johnson Wealth Management, LLC |
2025 Q3
|
8/6/2026 |
73
|
$180 M
|
| Briggs Wealth Management, Inc |
2026 Q2
|
8/6/2026 |
61
|
$110 M
|
| GERMAN AMERICAN BANCORP, INC. |
2026 Q2
|
8/6/2026 |
212
|
$1.3 B
|
| Johnson Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
100
|
$240 M
|
| Tillman Hartley LLC |
2026 Q2
|
8/6/2026 |
155
|
$450 M
|
| Northstar Financial Companies, Inc. |
2026 Q2
|
8/6/2026 |
118
|
$150 M
|
| Landing Point Financial Group, LLC |
2026 Q2
|
8/6/2026 |
99
|
$290 M
|
| Cranbrook Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
406
|
$530 M
|
| Blue Investment Opportunities, LLC - Project Breeze Series 1 |
2026 Q1
|
8/6/2026 |
1
|
$160 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2026 Q2
|
8/6/2026 |
211
|
$700 M
|
| LETSON INVESTMENT MANAGEMENT, INC. |
2026 Q2
|
8/6/2026 |
104
|
$270 M
|