| HighTower Advisors, LLC |
2026 Q2 - NEW HOLDINGS
|
8/26/2026 |
1
|
$940 M
|
| Advisors Asset Management, Inc. |
2020 Q3 - RESTATEMENT
|
8/26/2026 |
1,546
|
$5.4 B
|
| Advisors Asset Management, Inc. |
2021 Q2 - RESTATEMENT
|
8/26/2026 |
1,427
|
$7.1 B
|
| Advisors Asset Management, Inc. |
2021 Q1 - RESTATEMENT
|
8/26/2026 |
1,505
|
$6.4 B
|
| Advisors Asset Management, Inc. |
2023 Q1 - RESTATEMENT
|
8/26/2026 |
1,472
|
$4.9 B
|
| Advisors Asset Management, Inc. |
2023 Q1 - NEW HOLDINGS
|
8/26/2026 |
1
|
$54 k
|
| Advisors Asset Management, Inc. |
2023 Q2 - NEW HOLDINGS
|
8/26/2026 |
1
|
$57 k
|
| Advisors Asset Management, Inc. |
2023 Q3 - NEW HOLDINGS
|
8/26/2026 |
1
|
$59 k
|
| Advisors Asset Management, Inc. |
2023 Q3 - RESTATEMENT
|
8/26/2026 |
1,429
|
$4.6 B
|
| Advisors Asset Management, Inc. |
2023 Q2 - RESTATEMENT
|
8/26/2026 |
1,442
|
$4.9 B
|
| Advisors Asset Management, Inc. |
2022 Q1 - RESTATEMENT
|
8/26/2026 |
1,509
|
$6.5 B
|
| Advisors Asset Management, Inc. |
2022 Q1 - RESTATEMENT
|
8/26/2026 |
3
|
$68 k
|
| Advisors Asset Management, Inc. |
2023 Q4 - RESTATEMENT
|
8/26/2026 |
1,426
|
$4.9 B
|
| MLG Wealth Management DBA Pine Grove Financial Group |
2025 Q4
|
8/25/2026 |
192
|
$830 M
|
| Advisors Asset Management, Inc. |
2019 Q4 - RESTATEMENT
|
8/25/2026 |
1,700
|
$5.7 B
|
| Advisors Asset Management, Inc. |
2019 Q4 - NEW HOLDINGS
|
8/25/2026 |
5
|
$850 k
|
| TOBIAS FINANCIAL ADVISORS, INC. |
2026 Q2 - RESTATEMENT
|
8/25/2026 |
148
|
$790 M
|
| Advus Financial Partners, LLC |
2026 Q1
|
8/25/2026 |
246
|
$400 M
|
| VIRGINIA RETIREMENT SYSTEMS ET Al |
2026 Q1
|
8/25/2026 |
926
|
$13 B
|
| Kingsbury Capital Investment Advisors LLC |
2026 Q1
|
8/25/2026 |
113
|
$110 M
|
| Advus Financial Partners, LLC |
2026 Q2
|
8/25/2026 |
261
|
$440 M
|
| Advus Financial Partners, LLC |
2025 Q3
|
8/25/2026 |
255
|
$420 M
|
| Advus Financial Partners, LLC |
2025 Q4
|
8/25/2026 |
242
|
$410 M
|
| Advus Financial Partners, LLC |
2025 Q2
|
8/25/2026 |
254
|
$390 M
|
| Advus Financial Partners, LLC |
2025 Q1
|
8/25/2026 |
234
|
$360 M
|
| Advus Financial Partners, LLC |
2024 Q4
|
8/25/2026 |
222
|
$360 M
|
| Advus Financial Partners, LLC |
2024 Q1
|
8/25/2026 |
202
|
$320 M
|
| Advus Financial Partners, LLC |
2024 Q2
|
8/25/2026 |
203
|
$330 M
|
| Advus Financial Partners, LLC |
2023 Q4
|
8/25/2026 |
182
|
$290 M
|
| VIRGINIA RETIREMENT SYSTEMS ET Al |
2026 Q2
|
8/25/2026 |
1,300
|
$17 B
|
| Absolute Gestao de Investimentos Ltda. |
2026 Q2
|
8/25/2026 |
45
|
$990 M
|
| Groupe la Francaise |
2026 Q2
|
8/25/2026 |
568
|
$8.3 B
|
| Advus Financial Partners, LLC |
2023 Q3
|
8/25/2026 |
152
|
$250 M
|
| Advus Financial Partners, LLC |
2023 Q2
|
8/25/2026 |
160
|
$260 M
|
| Advus Financial Partners, LLC |
2022 Q4
|
8/25/2026 |
146
|
$230 M
|
| Blacksheep Fund Management Ltd |
2026 Q2 - RESTATEMENT
|
8/25/2026 |
7
|
$310 M
|
| Advus Financial Partners, LLC |
2022 Q3
|
8/25/2026 |
128
|
$190 M
|
| Advus Financial Partners, LLC |
2022 Q2
|
8/25/2026 |
127
|
$190 M
|
| Financial Insights, Inc. |
2026 Q2
|
8/25/2026 |
147
|
$380 M
|
| Advus Financial Partners, LLC |
2021 Q3
|
8/25/2026 |
108
|
$180 M
|
| First Nebraska Trust Co |
2003 Q4
|
8/25/2026 |
93
|
$200 M
|
| First Nebraska Trust Co |
2003 Q3
|
8/25/2026 |
92
|
$180 M
|
| Advisors Asset Management, Inc. |
2023 Q4 - NEW HOLDINGS
|
8/24/2026 |
1
|
$59 k
|
| Advisors Asset Management, Inc. |
2025 Q2 - RESTATEMENT
|
8/24/2026 |
1,498
|
$5.6 B
|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2026 Q2
|
8/24/2026 |
3,002
|
$780 B
|
| Vancity Investment Management Ltd |
2026 Q2
|
8/24/2026 |
92
|
$670 M
|
| BERKLEY W R CORP |
2026 Q2 - NEW HOLDINGS
|
8/24/2026 |
2
|
$78 M
|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2026 Q2 - RESTATEMENT
|
8/24/2026 |
3,002
|
$110 B
|
| First Eagle Investment Management, LLC |
2026 Q2 - NEW HOLDINGS
|
8/24/2026 |
616
|
$61 B
|
| CARLSON FINANCIAL, INC. |
2026 Q2
|
8/24/2026 |
195
|
$200 M
|
| CAZ INVESTMENTS LP |
2026 Q2 - NEW HOLDINGS
|
8/24/2026 |
59
|
$450 M
|
| Strategic Financial Services, Inc. |
2026 Q2
|
8/24/2026 |
158
|
$2.3 B
|
| Serenity Investment Advisors |
2026 Q2
|
8/24/2026 |
76
|
$230 M
|
| CARLSON FINANCIAL, INC. |
2026 Q1
|
8/24/2026 |
181
|
$170 M
|
| CARLSON FINANCIAL, INC. |
2025 Q4
|
8/24/2026 |
180
|
$170 M
|
| First Nebraska Trust Co |
2004 Q1
|
8/24/2026 |
96
|
$230 M
|
| First Nebraska Trust Co |
2004 Q2
|
8/24/2026 |
93
|
$220 M
|
| Alaska Permanent Fund Corp |
2026 Q2 - RESTATEMENT
|
8/24/2026 |
15
|
$1.5 B
|
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD |
2026 Q2
|
9/1/2026 |
24
|
$18 M
|
| Allie Family Office LLC |
2026 Q1 - RESTATEMENT
|
9/1/2026 |
103
|
$230 M
|
| First Nebraska Trust Co |
2001 Q3
|
8/31/2026 |
91
|
$150 M
|
| First Nebraska Trust Co |
2001 Q4
|
8/31/2026 |
89
|
$160 M
|
| Arbor Wealth Management LLC\AZ |
2026 Q1
|
8/31/2026 |
22
|
$100 M
|
| Arbor Wealth Management LLC\AZ |
2025 Q4
|
8/31/2026 |
104
|
$130 M
|
| Alternative Investment Advisors, LLC. |
2026 Q2
|
8/31/2026 |
78
|
$260 M
|
| Advisors Asset Management, Inc. |
2022 Q4 - NEW HOLDINGS
|
8/21/2026 |
1
|
$63 k
|
| Advisors Asset Management, Inc. |
2022 Q3 - NEW HOLDINGS
|
8/21/2026 |
1
|
$54 k
|
| Advisors Asset Management, Inc. |
2025 Q2 - NEW HOLDINGS
|
8/21/2026 |
5
|
$61 k
|
| Advisors Asset Management, Inc. |
2024 Q3 - RESTATEMENT
|
8/21/2026 |
1,485
|
$5.4 B
|
| Advisors Asset Management, Inc. |
2024 Q3 - NEW HOLDINGS
|
8/21/2026 |
4
|
$46 k
|
| Advisors Asset Management, Inc. |
2024 Q2 - RESTATEMENT
|
8/21/2026 |
1,461
|
$5.1 B
|
| Advisors Asset Management, Inc. |
2024 Q4 - NEW HOLDINGS
|
8/21/2026 |
4
|
$46 k
|
| Advisors Asset Management, Inc. |
2024 Q4 - RESTATEMENT
|
8/21/2026 |
1,497
|
$5.4 B
|
| ASHFORD CAPITAL MANAGEMENT INC |
2026 Q2
|
8/21/2026 |
108
|
$930 M
|
| Royalty Pharma Sub-Manager, LLC |
2026 Q2 - RESTATEMENT
|
8/21/2026 |
4
|
$240 M
|
| Royalty Pharma Sub-Manager, LLC |
2026 Q1 - RESTATEMENT
|
8/21/2026 |
4
|
$170 M
|
| Harbor Spring Capital, LLC |
2026 Q2
|
8/21/2026 |
1
|
$0
|
| Royalty Pharma Sub-Manager, LLC |
2025 Q4 - RESTATEMENT
|
8/21/2026 |
4
|
$170 M
|
| Delaney Dennis R |
2026 Q2
|
8/21/2026 |
246
|
$310 M
|
| Kidder Stephen W |
2026 Q2
|
8/21/2026 |
326
|
$400 M
|
| Advisors Asset Management, Inc. |
2025 Q3 - NEW HOLDINGS
|
8/21/2026 |
6
|
$78 k
|
| Advisors Asset Management, Inc. |
2025 Q1 - NEW HOLDINGS
|
8/21/2026 |
6
|
$75 k
|
| Envision Financial Transparency, LLC |
2026 Q2
|
8/21/2026 |
59
|
$120 M
|
| Advisors Asset Management, Inc. |
2020 Q1 - NEW HOLDINGS
|
8/21/2026 |
4
|
$100 k
|
| Advisors Asset Management, Inc. |
2025 Q4 - NEW HOLDINGS
|
8/21/2026 |
7
|
$120 k
|
| Advisors Asset Management, Inc. |
2025 Q4 - RESTATEMENT
|
8/21/2026 |
1,466
|
$6.0 B
|
| HARVEY CAPITAL MANAGEMENT INC |
2026 Q2 - RESTATEMENT
|
8/21/2026 |
92
|
$490 M
|
| Advisors Asset Management, Inc. |
2020 Q1 - RESTATEMENT
|
8/21/2026 |
1,525
|
$4.2 B
|
| Bernard Wealth Management Corp. |
2026 Q2
|
8/21/2026 |
325
|
$270 M
|
| Nokomis Capital, L.L.C. |
2026 Q2 - RESTATEMENT
|
8/21/2026 |
55
|
$290 M
|
| WEST MICHIGAN ADVISORS, LLC |
2026 Q2 - RESTATEMENT
|
8/21/2026 |
295
|
$530 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2025 Q3 - RESTATEMENT
|
8/21/2026 |
8
|
$120 M
|
| First Nebraska Trust Co |
2004 Q3
|
8/21/2026 |
91
|
$210 M
|
| Assenagon Asset Management S.A. |
2026 Q2 - NEW HOLDINGS
|
8/21/2026 |
1,159
|
$80 B
|
| First Nebraska Trust Co |
2004 Q4
|
8/21/2026 |
88
|
$240 M
|
| Kings Path Partners LLC |
2026 Q1 - RESTATEMENT
|
8/21/2026 |
292
|
$290 M
|
| Anderson Financial Strategies, LLC |
2026 Q2
|
8/20/2026 |
36
|
$190 M
|
| Rehmann Capital Advisory Group |
2026 Q2
|
8/20/2026 |
702
|
$2.2 B
|
| Jackson Wealth Management, LLC |
2026 Q2
|
8/20/2026 |
86
|
$170 M
|
| GILL CAPITAL PARTNERS, LLC |
2026 Q2
|
8/20/2026 |
702
|
$380 M
|