| Tri Locum Partners LP |
2026 Q1
|
5/18/2026 |
17
|
$710 M
|
| ODDO BHF ASSET MANAGEMENT SAS |
2026 Q1
|
5/18/2026 |
275
|
$2.5 B
|
| Bull Harbor Capital LLC |
2026 Q1
|
5/18/2026 |
458
|
$370 M
|
| Strategic Investment Advisors / MI |
2026 Q1
|
5/18/2026 |
386
|
$1.4 B
|
| Altai Capital Management, L.P. |
2026 Q1
|
5/18/2026 |
5
|
$35 M
|
| ASHTON THOMAS SECURITIES, LLC |
2026 Q1
|
5/18/2026 |
444
|
$800 M
|
| Arkadios Wealth Advisors |
2026 Q1
|
5/18/2026 |
3,368
|
$6.1 B
|
| South Dakota Investment Council |
2026 Q1
|
5/18/2026 |
622
|
$5.2 B
|
| IFS Group,LLC |
2026 Q1
|
5/18/2026 |
144
|
$110 M
|
| Claris Financial LLC |
2026 Q1
|
5/18/2026 |
178
|
$180 M
|
| Strategic Planning, Inc. |
2026 Q1
|
5/18/2026 |
54
|
$200 M
|
| Altshuler Shaham Ltd |
2026 Q1
|
5/18/2026 |
527
|
$5.5 B
|
| SkyBridge Capital II, LLC |
2026 Q1
|
5/18/2026 |
5
|
$13 M
|
| Column Group LLC |
2026 Q1
|
5/18/2026 |
3
|
$100 M
|
| Atreides Management, LP |
2026 Q1
|
5/18/2026 |
54
|
$5.0 B
|
| Irenic Capital Management LP |
2026 Q1
|
5/18/2026 |
47
|
$1.5 B
|
| Sculptor Capital LP |
2026 Q1
|
5/15/2026 |
390
|
$9.6 B
|
| Legacy PCG, LLC |
2026 Q1
|
5/15/2026 |
25
|
$19 M
|
| CARDIFF PARK ADVISORS, LLC |
2026 Q1
|
5/15/2026 |
373
|
$1.3 B
|
| Intelligence Driven Advisers, LLC |
2026 Q1
|
5/15/2026 |
130
|
$570 M
|
| Stillwater LLC |
2026 Q1
|
5/15/2026 |
1
|
$0
|
| RIHO Partners, LLC |
2026 Q1
|
5/15/2026 |
14
|
$160 M
|
| Multicoin Capital Management, LLC |
2026 Q1
|
5/15/2026 |
3
|
$76 M
|
| CARRONADE CAPITAL MANAGEMENT, LP |
2026 Q1
|
5/15/2026 |
32
|
$7.7 B
|
| Electric Capital Partners, LLC |
2026 Q1
|
5/15/2026 |
7
|
$120 M
|
| Owlhouse Capital LP |
2026 Q1
|
5/15/2026 |
21
|
$75 M
|
| Northeast Financial Group, Inc. |
2026 Q1
|
5/15/2026 |
90
|
$400 M
|
| Gateway Wealth Partners, LLC |
2026 Q1
|
5/15/2026 |
925
|
$2.6 B
|
| Troluce Capital Advisors LLC |
2026 Q1
|
5/15/2026 |
70
|
$1.6 B
|
| MENDON CAPITAL ADVISORS CORP |
2026 Q1
|
5/15/2026 |
100
|
$260 M
|
| Bawa N Mallick Trust |
2026 Q1
|
5/15/2026 |
69
|
$240 M
|
| Turim 21 Investimentos Ltda. |
2026 Q1
|
5/15/2026 |
118
|
$400 M
|
| Visualize Group LP |
2026 Q1
|
5/15/2026 |
10
|
$240 M
|
| Wealth Watch Advisors, INC |
2026 Q1
|
5/15/2026 |
126
|
$240 M
|
| BERKLEY W R CORP |
2026 Q1
|
5/15/2026 |
345
|
$1.9 B
|
| Blue Chip Partners, LLC |
2026 Q1
|
5/15/2026 |
170
|
$1.4 B
|
| Ardmore Road Asset Management LP |
2026 Q1
|
5/15/2026 |
64
|
$1.5 B
|
| YORKTOWN ENERGY PARTNERS IX, L.P. |
2026 Q1
|
5/15/2026 |
3
|
$58 M
|
| Yorktown Energy Partners X, L.P. |
2026 Q1
|
5/15/2026 |
4
|
$69 M
|
| Yorktown Energy Partners XI, L.P. |
2026 Q1
|
5/15/2026 |
4
|
$140 M
|
| Rangeley Capital, LLC |
2026 Q1
|
5/15/2026 |
138
|
$100 M
|
| Dean Capital Management |
2026 Q1
|
5/15/2026 |
112
|
$240 M
|
| Alternative Investment Advisors, LLC. |
2026 Q1
|
5/15/2026 |
76
|
$230 M
|
| Zurich Insurance Group Ltd/FI |
2026 Q1
|
5/15/2026 |
330
|
$13 B
|
| Samjo Management, LLC |
2026 Q1
|
5/15/2026 |
84
|
$230 M
|
| FIRST SABREPOINT CAPITAL MANAGEMENT LP |
2026 Q1
|
5/15/2026 |
29
|
$280 M
|
| Masterton Capital Management, LP |
2026 Q1
|
5/15/2026 |
19
|
$110 M
|
| TRIAN FUND MANAGEMENT, L.P. |
2026 Q1
|
5/15/2026 |
9
|
$3.9 B
|
| Seven Fleet Capital Management LP |
2026 Q1
|
5/15/2026 |
114
|
$320 M
|
| HHLR ADVISORS, LTD. |
2026 Q1
|
5/15/2026 |
38
|
$1.7 B
|
| ARCH Venture Management, LLC |
2026 Q1
|
5/15/2026 |
10
|
$680 M
|
| Permanens Capital L.P. |
2026 Q1
|
5/15/2026 |
88
|
$780 M
|
| Freestone Grove Partners LP |
2026 Q1
|
5/15/2026 |
962
|
$14 B
|
| Schusterman Interests, LLC |
2026 Q1
|
5/15/2026 |
9
|
$390 M
|
| RAFFLES ASSOCIATES LP |
2026 Q1
|
5/15/2026 |
49
|
$120 M
|
| Darwin Global Management, Ltd. |
2026 Q1
|
5/15/2026 |
6
|
$3.8 B
|
| AMERICAN CAPITAL MANAGEMENT INC |
2026 Q1
|
5/15/2026 |
75
|
$1.9 B
|
| TORNO CAPITAL, LLC |
2026 Q1
|
5/15/2026 |
45
|
$720 M
|
| Nebula Research & Development LLC |
2026 Q1
|
5/15/2026 |
1
|
$0
|
| ASHFORD CAPITAL MANAGEMENT INC |
2026 Q1
|
5/15/2026 |
99
|
$810 M
|
| NEXPOINT ASSET MANAGEMENT, L.P. |
2026 Q1
|
5/15/2026 |
123
|
$1.5 B
|
| Two Seas Capital LP |
2026 Q1
|
5/15/2026 |
50
|
$7.2 B
|
| Vivo Capital, LLC |
2026 Q1
|
5/15/2026 |
45
|
$1.2 B
|
| Evergreen Quality Fund GP, Ltd. |
2026 Q1
|
5/15/2026 |
40
|
$4.4 B
|
| JAT Capital Mgmt LP |
2026 Q1
|
5/15/2026 |
10
|
$59 M
|
| Cook & Bynum Capital Management, LLC |
2026 Q1
|
5/15/2026 |
6
|
$120 M
|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
2026 Q1
|
5/15/2026 |
2,805
|
$120 B
|
| INFRASTRUCTURE CAPITAL ADVISORS, LLC |
2026 Q1
|
5/15/2026 |
164
|
$1.4 B
|
| KCM INVESTMENT ADVISORS LLC |
2026 Q1
|
5/15/2026 |
393
|
$3.0 B
|
| venBio Partners LLC |
2026 Q1
|
5/15/2026 |
6
|
$280 M
|
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. |
2026 Q1
|
5/15/2026 |
7
|
$290 M
|
| Mittelman Wealth Management |
2026 Q1
|
5/15/2026 |
52
|
$160 M
|
| Socorro Asset Management LP |
2026 Q1
|
5/15/2026 |
32
|
$220 M
|
| Estuary Capital Management LP |
2026 Q1
|
5/15/2026 |
22
|
$600 M
|
| Seal Cove Capital, LLC |
2025 Q4
|
5/15/2026 |
79
|
$110 M
|
| Soroban Capital Partners LP |
2026 Q1
|
5/15/2026 |
30
|
$52 B
|
| Quantinno Capital Management LP |
2026 Q1
|
5/15/2026 |
3,297
|
$60 B
|
| Excelsior Advisor Network LLC |
2026 Q1
|
5/15/2026 |
248
|
$260 M
|
| MAVERICK CAPITAL LTD |
2026 Q1
|
5/15/2026 |
241
|
$8.7 B
|
| Capital Analysts, LLC |
2025 Q4 - NEW HOLDINGS
|
5/15/2026 |
225
|
$110 M
|
| HAWK RIDGE CAPITAL MANAGEMENT LP |
2026 Q1
|
5/15/2026 |
48
|
$2.8 B
|
| Glen Eagle Advisors, LLC |
2026 Q1
|
5/15/2026 |
1,023
|
$710 M
|
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. |
2026 Q1
|
5/15/2026 |
6
|
$890 M
|
| IMG Wealth Management, Inc. |
2026 Q1
|
5/15/2026 |
506
|
$160 M
|
| CPMG Inc |
2026 Q1
|
5/15/2026 |
3
|
$37 M
|
| Measured Risk Portfolios, Inc. |
2026 Q1
|
5/15/2026 |
68
|
$91 M
|
| Providence Equity Partners L.L.C. |
2026 Q1
|
5/15/2026 |
3
|
$570 M
|
| Teca Partners, LP |
2026 Q1
|
5/15/2026 |
10
|
$150 M
|
| Copley Financial Group, Inc. |
2026 Q1
|
5/15/2026 |
134
|
$170 M
|
| Southpoint Capital Advisors LP |
2026 Q1
|
5/15/2026 |
41
|
$4.9 B
|
| Saba Capital Management, L.P. |
2026 Q1
|
5/15/2026 |
390
|
$3.6 B
|
| Garden Investment Management, L.P. |
2026 Q1
|
5/15/2026 |
2
|
$590 M
|
| Daventry Group, LP |
2026 Q1
|
5/15/2026 |
8
|
$88 M
|
| BIGLARI, SARDAR |
2026 Q1
|
5/15/2026 |
10
|
$51 M
|
| Seal Cove Capital, LLC |
2026 Q1
|
5/15/2026 |
95
|
$110 M
|
| BIGLARI CAPITAL CORP. |
2026 Q1
|
5/15/2026 |
19
|
$930 M
|
| Capital Analysts, LLC |
2025 Q4 - RESTATEMENT
|
5/15/2026 |
1,975
|
$3.5 B
|
| Elliott Investment Management L.P. |
2026 Q1
|
5/15/2026 |
33
|
$20 B
|
| Scepter Holdings, Inc. |
2026 Q1
|
5/15/2026 |
1
|
$0
|
| CRITERIA CAIXA, S.A.U. |
2026 Q1
|
5/15/2026 |
2
|
$24 M
|