| Greenline Partners, LLC |
2025 Q3
|
11/17/2025 |
167
|
$820 M
|
| Abel Hall, LLC |
2025 Q3
|
11/17/2025 |
324
|
$250 M
|
| Aureus Asset Management, LLC |
2025 Q3
|
11/17/2025 |
199
|
$1.5 B
|
| Financial Engines Advisors L.L.C. |
2025 Q3
|
11/17/2025 |
539
|
$52 B
|
| OmniStar Financial Group, Inc. |
2025 Q3
|
11/17/2025 |
113
|
$170 M
|
| Harvest Investment Services, LLC |
2025 Q3
|
11/17/2025 |
319
|
$500 M
|
| Sterling Wealth Management, Inc. |
2025 Q3
|
11/17/2025 |
110
|
$330 M
|
| Opulen Financial Group LLC |
2025 Q3
|
11/17/2025 |
106
|
$130 M
|
| Keystone Financial Group |
2025 Q3 - RESTATEMENT
|
11/17/2025 |
442
|
$1.3 B
|
| Rubicon Founders LLC |
2025 Q2 - NEW HOLDINGS
|
11/17/2025 |
1
|
$65 M
|
| Rubicon Founders LLC |
2025 Q1 - NEW HOLDINGS
|
11/17/2025 |
1
|
$6.2 M
|
| Palisade Asset Management, LLC |
2025 Q3
|
11/17/2025 |
701
|
$1.1 B
|
| FSA Wealth Management LLC |
2025 Q3
|
11/17/2025 |
581
|
$270 M
|
| Conservest Capital Advisors, Inc. |
2025 Q3
|
11/17/2025 |
126
|
$1.1 B
|
| JACOBS LEVY EQUITY MANAGEMENT, INC |
2025 Q3
|
11/17/2025 |
953
|
$25 B
|
| Kestra Investment Management, LLC |
2025 Q3
|
11/17/2025 |
433
|
$3.7 B
|
| Vivaldi Capital Management LP |
2025 Q3
|
11/17/2025 |
279
|
$710 M
|
| METEORA CAPITAL, LLC |
2025 Q3
|
11/17/2025 |
321
|
$940 M
|
| First Trust Capital Management L.P. |
2025 Q3
|
11/17/2025 |
123
|
$1.6 B
|
| Giverny Capital Inc. |
2025 Q3 - RESTATEMENT
|
11/17/2025 |
52
|
$3.0 B
|
| REDMONT WEALTH ADVISORS LLC |
2025 Q2
|
11/17/2025 |
304
|
$68 M
|
| Central Asset Investments & Management Holdings (HK) Ltd |
2025 Q3
|
11/17/2025 |
60
|
$170 M
|
| CANADA LIFE ASSURANCE Co |
2025 Q3
|
11/17/2025 |
2,132
|
$70 B
|
| CAXTON ASSOCIATES LLP |
2025 Q3
|
11/17/2025 |
674
|
$4.2 B
|
| OBERWEIS ASSET MANAGEMENT INC/ |
2025 Q3
|
11/17/2025 |
183
|
$2.6 B
|
| Morningstar Investment Management LLC |
2025 Q3
|
11/17/2025 |
471
|
$2.7 B
|
| 17 CAPITAL PARTNERS, LLC |
2025 Q3
|
11/14/2025 |
145
|
$180 M
|
| VALUEWORKS LLC |
2025 Q3
|
11/14/2025 |
34
|
$340 M
|
| SYLEBRA CAPITAL LLC |
2025 Q3
|
11/14/2025 |
11
|
$1.8 B
|
| Prairie Wealth Advisors, Inc. |
2025 Q3
|
11/14/2025 |
156
|
$240 M
|
| Alapocas Investment Partners, Inc. |
2025 Q3
|
11/14/2025 |
19
|
$150 M
|
| ZACKS INVESTMENT MANAGEMENT |
2025 Q3
|
11/14/2025 |
1,117
|
$13 B
|
| CREDIT AGRICOLE S A |
2025 Q3
|
11/14/2025 |
2,864
|
$38 B
|
| Lynrock Lake LP |
2025 Q3
|
11/14/2025 |
29
|
$1.2 B
|
| Elliott Investment Management L.P. |
2025 Q2 - NEW HOLDINGS
|
11/14/2025 |
1
|
$530 M
|
| Redwood Park Advisors LLC |
2025 Q3
|
11/14/2025 |
321
|
$150 M
|
| Founders Fund II Management, LLC |
2025 Q3
|
11/14/2025 |
1
|
$0
|
| Elliott Investment Management L.P. |
2025 Q3
|
11/14/2025 |
35
|
$23 B
|
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. |
2025 Q3
|
11/14/2025 |
9
|
$190 M
|
| Ventas, Inc. |
2025 Q3
|
11/14/2025 |
1
|
$120 M
|
| Avior Wealth Management, LLC |
2025 Q3
|
11/14/2025 |
711
|
$3.1 B
|
| Founders Fund Growth Management, LLC |
2025 Q3
|
11/14/2025 |
3
|
$75 M
|
| Hazelview Securities Inc. |
2025 Q3
|
11/14/2025 |
36
|
$530 M
|
| Finward Bancorp |
2025 Q3
|
11/14/2025 |
184
|
$130 M
|
| CADIAN CAPITAL MANAGEMENT, LP |
2025 Q3
|
11/14/2025 |
26
|
$1.7 B
|
| FIRST SABREPOINT CAPITAL MANAGEMENT LP |
2025 Q3
|
11/14/2025 |
37
|
$320 M
|
| Clifford Group, LLC |
2025 Q3
|
11/14/2025 |
81
|
$130 M
|
| SOFTBANK GROUP CORP. |
2025 Q3
|
11/14/2025 |
33
|
$26 B
|
| BONTEMPO OHLY CAPITAL MGMT LLC |
2025 Q3
|
11/14/2025 |
31
|
$230 M
|
| Keystone Financial Group |
2025 Q3
|
11/14/2025 |
441
|
$1.1 B
|
| MAVERICK CAPITAL LTD |
2025 Q3
|
11/14/2025 |
203
|
$7.5 B
|
| QVT Financial LP |
2025 Q3
|
11/14/2025 |
54
|
$1.4 B
|
| Plotkin Financial Advisors, LLC |
2025 Q3
|
11/14/2025 |
104
|
$200 M
|
| RAFFLES ASSOCIATES LP |
2025 Q3
|
11/14/2025 |
49
|
$110 M
|
| Situational Awareness LP |
2025 Q3
|
11/14/2025 |
28
|
$4.1 B
|
| Ellevest, Inc. |
2025 Q3
|
11/14/2025 |
426
|
$700 M
|
| VeriStar Capital Management LP |
2025 Q3
|
11/14/2025 |
1
|
$0
|
| Thiel Macro LLC |
2025 Q3
|
11/14/2025 |
3
|
$74 M
|
| Arax Advisory Partners |
2025 Q3
|
11/14/2025 |
4,358
|
$7.0 B
|
| Camarda Financial Advisors, LLC |
2025 Q3
|
11/14/2025 |
111
|
$270 M
|
| Saba Capital Management, L.P. |
2025 Q3
|
11/14/2025 |
329
|
$3.7 B
|
| ENTRUST GLOBAL PARTNERS L L C |
2025 Q3
|
11/14/2025 |
6
|
$500 M
|
| SUMMIT WEALTH GROUP LLC / CO |
2025 Q3
|
11/14/2025 |
245
|
$300 M
|
| Equitable Holdings, Inc. |
2025 Q3
|
11/14/2025 |
1,616
|
$14 B
|
| Troluce Capital Advisors LLC |
2025 Q3
|
11/14/2025 |
36
|
$720 M
|
| Redwood Investment Management, LLC |
2025 Q3
|
11/14/2025 |
281
|
$920 M
|
| Deep Track Capital, LP |
2025 Q3
|
11/14/2025 |
56
|
$3.6 B
|
| NVIDIA CORP |
2025 Q3
|
11/14/2025 |
6
|
$3.8 B
|
| SWAN Capital LLC |
2025 Q3
|
11/14/2025 |
492
|
$250 M
|
| Rubric Capital Management LP |
2025 Q3
|
11/14/2025 |
72
|
$8.9 B
|
| Georgetown University |
2025 Q3
|
11/14/2025 |
19
|
$300 M
|
| Founders Fund VII Management, LLC |
2025 Q3
|
11/14/2025 |
2
|
$1.7 M
|
| Panoramic Capital, LLC |
2025 Q3
|
11/14/2025 |
47
|
$220 M
|
| Caligan Partners LP |
2025 Q3
|
11/14/2025 |
18
|
$760 M
|
| Fund 1 Investments, LLC |
2025 Q3
|
11/14/2025 |
58
|
$900 M
|
| SOUTHPORT MANAGEMENT, L.L.C. |
2025 Q3
|
11/14/2025 |
27
|
$24 M
|
| Anatole Investment Management Ltd |
2025 Q3
|
11/14/2025 |
13
|
$960 M
|
| Founders Fund VI Management, LLC |
2025 Q3
|
11/14/2025 |
2
|
$96 M
|
| Visualize Group LP |
2025 Q3
|
11/14/2025 |
10
|
$300 M
|
| Founders Fund V Management, LLC |
2025 Q3
|
11/14/2025 |
2
|
$2.9 M
|
| Freestone Grove Partners LP |
2025 Q3
|
11/14/2025 |
678
|
$13 B
|
| OGBORNE CAPITAL MANAGEMENT, LLC |
2025 Q3
|
11/14/2025 |
14
|
$680 M
|
| HG Vora Capital Management, LLC |
2025 Q3
|
11/14/2025 |
14
|
$740 M
|
| AMERICAN CAPITAL MANAGEMENT INC |
2025 Q3
|
11/14/2025 |
68
|
$2.5 B
|
| Caisse de depot et placement du Quebec |
2025 Q3
|
11/14/2025 |
539
|
$55 B
|
| 4D Advisors, LLC |
2025 Q3
|
11/14/2025 |
33
|
$190 M
|
| Bellevue Group AG |
2025 Q3
|
11/14/2025 |
186
|
$4.8 B
|
| Capstone Wealth Management Group LLC |
2025 Q3
|
11/14/2025 |
125
|
$160 M
|
| Founders Fund IV Management, LLC |
2025 Q3
|
11/14/2025 |
1
|
$0
|
| KELLEHER FINANCIAL ADVISORS |
2025 Q3
|
11/14/2025 |
766
|
$400 M
|
| Arlington Capital Management, Inc. |
2025 Q3
|
11/14/2025 |
103
|
$160 M
|
| ARCH Venture Management, LLC |
2025 Q3
|
11/14/2025 |
9
|
$490 M
|
| Metavasi Capital LP |
2025 Q3
|
11/14/2025 |
35
|
$330 M
|
| TRUE Private Wealth Advisors |
2025 Q3
|
11/14/2025 |
264
|
$980 M
|
| PERSHING SQUARE HOLDCO, L.P. |
2025 Q3
|
11/14/2025 |
1
|
$740 M
|
| Parsifal Capital Management, LP |
2025 Q3
|
11/14/2025 |
16
|
$1.1 B
|
| Ironclad Investments LLC |
2025 Q3
|
11/14/2025 |
3
|
$210 M
|
| BROWNING WEST LP |
2025 Q3
|
11/14/2025 |
4
|
$1.5 B
|
| Virtu Financial LLC |
2025 Q3
|
11/14/2025 |
1,415
|
$1.8 B
|
| Amundi |
2025 Q3
|
11/14/2025 |
4,786
|
$310 B
|