| Gould Capital, LLC |
2026 Q1
|
5/18/2026 |
204
|
$170 M
|
| Smith Group Asset Management, LLC |
2026 Q1
|
5/18/2026 |
162
|
$2.0 B
|
| Guardian Partners Inc. |
2026 Q1
|
5/18/2026 |
192
|
$1.2 B
|
| Pine Ridge Advisers LLC |
2026 Q1
|
5/18/2026 |
41
|
$1.6 B
|
| ABG Innovation Capital Partners III GP Ltd |
2026 Q1
|
5/18/2026 |
1
|
$0
|
| EverSource Wealth Advisors, LLC |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
27,822
|
$3.3 B
|
| ABG-WTT Global Life Science Capital Partners GP Ltd |
2026 Q1
|
5/18/2026 |
2
|
$12 M
|
| SVF Sponsor III (DE) LLC |
2026 Q1
|
5/18/2026 |
1
|
$300 M
|
| Ally Bridge Group (NY) LLC |
2026 Q1
|
5/18/2026 |
28
|
$120 M
|
| Core Wealth Advisors, Inc. |
2026 Q1
|
5/18/2026 |
114
|
$420 M
|
| SB INVESTMENT ADVISERS (UK) LTD |
2026 Q1
|
5/18/2026 |
10
|
$7.7 B
|
| Adalta Capital Management LLC |
2026 Q1
|
5/18/2026 |
120
|
$210 M
|
| Kanen Wealth Management LLC |
2026 Q1
|
5/18/2026 |
36
|
$280 M
|
| Yu Fan |
2026 Q1
|
5/18/2026 |
8
|
$97 M
|
| Spyglass Capital Management LLC |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
25
|
$1.4 B
|
| NewEdge Advisors, LLC |
2026 Q1
|
5/18/2026 |
1,217
|
$2.2 B
|
| Sunbelt Securities, Inc. |
2026 Q1
|
5/18/2026 |
2,954
|
$1.6 B
|
| Arete Wealth Advisors, LLC |
2026 Q1
|
5/18/2026 |
329
|
$1.3 B
|
| TAM Capital Management Inc. |
2026 Q1
|
5/18/2026 |
7
|
$200 M
|
| Ma Investment Partnership, LP |
2026 Q1
|
5/18/2026 |
10
|
$210 M
|
| Ma Investment Partnership, LP |
2025 Q4
|
5/18/2026 |
8
|
$110 M
|
| Amundi |
2026 Q1
|
5/18/2026 |
5,406
|
$370 B
|
| Merk Investments LLC |
2026 Q1
|
5/18/2026 |
11
|
$370 M
|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2026 Q1
|
5/18/2026 |
2,925
|
$94 B
|
| Adelante Capital Management LLC |
2026 Q1
|
5/18/2026 |
42
|
$1.5 B
|
| MSA Advisors, LLC |
2026 Q1
|
5/18/2026 |
50
|
$330 M
|
| Hamilton Wealth, LLC |
2026 Q1
|
5/18/2026 |
130
|
$1.4 B
|
| Genesis Financial Group, LLC |
2026 Q1
|
5/18/2026 |
103
|
$160 M
|
| Twin Lakes Capital Management, LLC |
2026 Q1
|
5/18/2026 |
221
|
$220 M
|
| Wilson & Boucher Capital Management, LLC |
2026 Q1
|
5/18/2026 |
114
|
$150 M
|
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/18/2026 |
111
|
$600 M
|
| STEMPOINT CAPITAL LP |
2026 Q1 - NEW HOLDINGS
|
5/18/2026 |
84
|
$520 M
|
| ALEXANDER LABRUNERIE & CO., INC. |
2026 Q1
|
5/18/2026 |
151
|
$270 M
|
| Unconventional Investor, LLC |
2026 Q1
|
5/18/2026 |
46
|
$210 M
|
| TANAKA CAPITAL MANAGEMENT INC |
2026 Q1
|
5/18/2026 |
44
|
$60 M
|
| Graney & King, LLC |
2026 Q1
|
5/18/2026 |
370
|
$190 M
|
| Strait & Sound Wealth Management LLC |
2026 Q1
|
5/18/2026 |
180
|
$270 M
|
| Edgestream Partners, L.P. |
2026 Q1
|
5/18/2026 |
859
|
$3.0 B
|
| Vestwell Advisors, LLC |
2026 Q1
|
5/18/2026 |
31
|
$370 M
|
| RBF Capital, LLC |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
491
|
$2.0 B
|
| Systematic Alpha Investments, LLC |
2026 Q1
|
5/18/2026 |
234
|
$2.8 B
|
| Chesapeake Wealth Management |
2026 Q1
|
5/18/2026 |
262
|
$330 M
|
| Cassady Wealth & Retirement Planning, LLC |
2026 Q1
|
5/18/2026 |
101
|
$190 M
|
| Lodge Hill Capital, LLC |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
22
|
$520 M
|
| JANUS HENDERSON GROUP PLC |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
4,333
|
$210 B
|
| CENTAURUS FINANCIAL, INC. |
2026 Q1
|
5/18/2026 |
1,058
|
$2.1 B
|
| Anchor Capital Management Group Inc |
2026 Q1
|
5/18/2026 |
17
|
$140 M
|
| CIM, LLC |
2026 Q1
|
5/18/2026 |
168
|
$690 M
|
| 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
|