| Kalehua Capital Management LLC |
2026 Q2 - NEW HOLDINGS
|
8/19/2026 |
26
|
$170 M
|
| Arbiter Partners Capital Management LLC |
2026 Q2 - NEW HOLDINGS
|
8/19/2026 |
42
|
$190 M
|
| Bullock Wealth Management Group |
2026 Q2
|
8/19/2026 |
608
|
$230 M
|
| Lombard Odier Asset Management (Europe) Ltd |
2026 Q2 - NEW HOLDINGS
|
8/19/2026 |
1
|
$24 M
|
| BOUSSARD & GAVAUDAN GESTION SAS |
2026 Q2
|
8/19/2026 |
117
|
$2.0 B
|
| Expect Equity LLC |
2026 Q1 - RESTATEMENT
|
8/19/2026 |
62
|
$130 M
|
| Expect Equity LLC |
2025 Q4 - RESTATEMENT
|
8/19/2026 |
58
|
$120 M
|
| Goodwin Investment Advisory |
2026 Q2
|
8/19/2026 |
111
|
$50 M
|
| SPX Gestao de Recursos Ltda |
2026 Q2 - RESTATEMENT
|
8/19/2026 |
88
|
$900 M
|
| IKE Capital, LLC |
2025 Q4
|
8/19/2026 |
75
|
$110 M
|
| Prosperitas Financial LLC |
2026 Q2
|
8/19/2026 |
141
|
$310 M
|
| Field & Main Bank |
2026 Q2 - RESTATEMENT
|
8/19/2026 |
340
|
$480 M
|
| Kingsview Wealth Management, LLC |
2026 Q2
|
8/18/2026 |
1,574
|
$8.3 B
|
| Vermillion & White Wealth Management Group, LLC |
2026 Q2
|
8/18/2026 |
69
|
$200 M
|
| Wilson & Boucher Capital Management, LLC |
2026 Q2
|
8/18/2026 |
121
|
$170 M
|
| Financial Avengers, Inc. |
2026 Q2
|
8/18/2026 |
158
|
$240 M
|
| Madryn Asset Management, LP |
2026 Q2
|
8/18/2026 |
2
|
$37 M
|
| Archer Investment Corp |
2026 Q2 - NEW HOLDINGS
|
8/18/2026 |
1,254
|
$520 M
|
| Fox Hill Wealth Management |
2026 Q2
|
8/18/2026 |
120
|
$250 M
|
| First Nebraska Trust Co |
2006 Q2
|
8/18/2026 |
80
|
$210 M
|
| First Nebraska Trust Co |
2006 Q1
|
8/18/2026 |
82
|
$220 M
|
| Nantahala Capital Management, LLC |
2026 Q2 - NEW HOLDINGS
|
8/18/2026 |
155
|
$3.0 B
|
| Fayez Sarofim & Co |
2026 Q2
|
8/17/2026 |
536
|
$43 B
|
| STONEBRIDGE CAPITAL MANAGEMENT INC |
2026 Q2
|
8/17/2026 |
70
|
$210 M
|
| Sanchez Levi Garrett |
2026 Q2
|
8/17/2026 |
75
|
$180 M
|
| Lifetime Wealth Management P.C. |
2026 Q2
|
8/17/2026 |
90
|
$170 M
|
| Jacobs Equity LLC |
2026 Q2
|
8/17/2026 |
121
|
$140 M
|
| Maxele Advisors, LLC |
2026 Q2
|
8/17/2026 |
98
|
$140 M
|
| Seven Fleet Capital Management LP |
2026 Q2
|
8/17/2026 |
114
|
$610 M
|
| Strive Financial Group ,LLC |
2026 Q2 - RESTATEMENT
|
8/17/2026 |
854
|
$230 M
|
| Yukon Wealth Management, Inc. |
2026 Q2
|
8/17/2026 |
132
|
$350 M
|
| Papamarkou Wellner Asset Management inc. |
2026 Q2
|
8/17/2026 |
75
|
$160 M
|
| Comprehensive Money Management Services LLC |
2026 Q2
|
8/17/2026 |
200
|
$160 M
|
| Parvin Asset Management, LLC |
2026 Q2
|
8/17/2026 |
320
|
$130 M
|
| SwitchPoint Financial Planning, LLC |
2026 Q2
|
8/17/2026 |
113
|
$170 M
|
| American Family Investments, Inc. |
2026 Q2
|
8/17/2026 |
13
|
$5.5 B
|
| Balanced Rock Investment Advisors LLC |
2026 Q2
|
8/17/2026 |
102
|
$160 M
|
| Wiser Advisor Group LLC |
2026 Q2
|
8/17/2026 |
229
|
$91 M
|
| Payne Capital Management, LLC |
2026 Q2
|
8/17/2026 |
88
|
$380 M
|
| Council Ring Capital, LLC |
2026 Q2
|
8/17/2026 |
1
|
$0
|
| TORNO CAPITAL, LLC |
2026 Q1 - NEW HOLDINGS
|
8/17/2026 |
52
|
$760 M
|
| TORNO CAPITAL, LLC |
2025 Q4 - NEW HOLDINGS
|
8/17/2026 |
86
|
$990 M
|
| Value Aligned Research Advisors, LLC |
2026 Q2
|
8/17/2026 |
123
|
$40 B
|
| KM Capital Management Ltd. |
2026 Q2
|
8/17/2026 |
48
|
$210 M
|
| Unconventional Investor, LLC |
2026 Q2
|
8/18/2026 |
49
|
$240 M
|
| Capasso Planning Partners LLC |
2026 Q2
|
8/18/2026 |
86
|
$200 M
|
| Nest Investments, LLC |
2026 Q1
|
8/18/2026 |
0
|
$0
|
| Nest Investments, LLC |
2025 Q4
|
8/18/2026 |
36
|
$120 M
|
| Ensign Peak Advisors, Inc |
2026 Q1 - RESTATEMENT
|
8/18/2026 |
1,708
|
$54 B
|
| Ensign Peak Advisors, Inc |
2025 Q4 - RESTATEMENT
|
8/18/2026 |
1,685
|
$57 B
|
| Ensign Peak Advisors, Inc |
2025 Q3 - RESTATEMENT
|
8/18/2026 |
1,697
|
$61 B
|
| Palo Alto Investors LP |
2026 Q2 - RESTATEMENT
|
8/18/2026 |
52
|
$720 M
|
| 49 WEALTH MANAGEMENT, LLC |
2026 Q2 - RESTATEMENT
|
8/18/2026 |
189
|
$520 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q2
|
8/18/2026 |
127
|
$210 M
|
| Sankala Group LLC |
2026 Q2
|
8/18/2026 |
636
|
$150 M
|
| Kimelman & Baird, LLC |
2026 Q2 - RESTATEMENT
|
8/18/2026 |
261
|
$1.4 B
|
| PIN OAK INVESTMENT ADVISORS INC |
2026 Q2 - RESTATEMENT
|
8/18/2026 |
564
|
$140 M
|
| CANNELL CAPITAL LLC |
2026 Q2
|
8/18/2026 |
36
|
$150 M
|
| Advisors Asset Management, Inc. |
2019 Q1 - RESTATEMENT
|
8/18/2026 |
1,716
|
$5.5 B
|
| Madrid Financial Services |
2025 Q3
|
8/18/2026 |
24
|
$160 M
|
| Madrid Financial Services |
2025 Q4
|
8/18/2026 |
20
|
$140 M
|
| Madrid Financial Services |
2025 Q2
|
8/18/2026 |
24
|
$150 M
|
| Madrid Financial Services |
2025 Q1
|
8/18/2026 |
17
|
$140 M
|
| Madrid Financial Services |
2024 Q4
|
8/18/2026 |
20
|
$130 M
|
| Beacon Pointe Advisors, LLC |
2026 Q2
|
8/18/2026 |
1,916
|
$22 B
|
| Henson-Edgewater Management, LLC |
2026 Q2
|
8/18/2026 |
66
|
$190 M
|
| Concorde Asset Management, LLC |
2026 Q2
|
8/18/2026 |
152
|
$170 M
|
| Advisors Asset Management, Inc. |
2019 Q3 - NEW HOLDINGS
|
8/18/2026 |
3
|
$2.6 k
|
| Advisors Asset Management, Inc. |
2019 Q3 - RESTATEMENT
|
8/18/2026 |
1,723
|
$5.4 B
|
| Advisors Asset Management, Inc. |
2019 Q2 - NEW HOLDINGS
|
8/18/2026 |
2
|
$1.9 k
|
| Advisors Asset Management, Inc. |
2019 Q2 - RESTATEMENT
|
8/18/2026 |
1,701
|
$5.6 B
|
| Advisors Asset Management, Inc. |
2019 Q1 - NEW HOLDINGS
|
8/18/2026 |
2
|
$2.0 k
|
| NORTH STAR ASSET MANAGEMENT INC |
2026 Q2
|
8/18/2026 |
468
|
$2.5 B
|
| Mint Tower Capital Management B.V. |
2026 Q2
|
8/18/2026 |
346
|
$870 M
|
| Liontrust Investment Partners LLP |
2026 Q2
|
8/18/2026 |
197
|
$6.8 B
|
| Glenview Trust Co |
2026 Q2 - RESTATEMENT
|
8/18/2026 |
809
|
$7.2 B
|
| Fulcrum Asset Management LLP |
2026 Q2
|
8/18/2026 |
1,037
|
$1.0 B
|
| CRCM LP |
2026 Q2 - NEW HOLDINGS
|
8/18/2026 |
14
|
$150 M
|
| CRCM LP |
2026 Q2 - RESTATEMENT
|
8/18/2026 |
12
|
$150 M
|
| Ratan Capital Management LP |
2026 Q2
|
8/18/2026 |
48
|
$310 M
|
| Livforsakringsbolaget Skandia, Omsesidigt |
2026 Q2
|
8/18/2026 |
582
|
$3.1 B
|
| RIHO Partners, LLC |
2026 Q2
|
8/17/2026 |
14
|
$180 M
|
| Rakuten Investment Management, Inc. |
2026 Q2
|
8/17/2026 |
467
|
$35 B
|
| Strait & Sound Wealth Management LLC |
2026 Q2
|
8/17/2026 |
177
|
$290 M
|
| Twin Lakes Capital Management, LLC |
2026 Q2
|
8/17/2026 |
210
|
$260 M
|
| MUHLENKAMP & CO INC |
2026 Q2
|
8/17/2026 |
28
|
$350 M
|
| JDM Financial Group LLC |
2026 Q2
|
8/17/2026 |
332
|
$290 M
|
| Leo H. Evart, Inc. |
2026 Q2
|
8/17/2026 |
328
|
$130 M
|
| Orion Capital Management LLC |
2026 Q2
|
8/17/2026 |
516
|
$320 M
|
| RB Capital Management, LLC |
2026 Q2
|
8/17/2026 |
205
|
$510 M
|
| Denver PWM, LLC |
2026 Q2
|
8/17/2026 |
89
|
$310 M
|
| VY Capital Management Co. Ltd. |
2026 Q2
|
8/17/2026 |
6
|
$47 B
|
| BRIDGER MANAGEMENT, LLC |
2026 Q2
|
8/17/2026 |
24
|
$150 M
|
| Copia Wealth Management |
2026 Q2
|
8/17/2026 |
570
|
$170 M
|
| First Nebraska Trust Co |
2006 Q3
|
8/17/2026 |
86
|
$230 M
|
| THOMAS H LEE PARTNERS LP |
2026 Q1
|
8/17/2026 |
1
|
$0
|
| THOMAS H LEE PARTNERS LP |
2026 Q2
|
8/17/2026 |
1
|
$0
|
| Redwood Investment Management, LLC |
2026 Q2
|
8/17/2026 |
306
|
$1.0 B
|
| PenderFund Capital Management Ltd. |
2026 Q2
|
8/17/2026 |
231
|
$780 M
|
| Proficio Capital Partners LLC |
2026 Q2
|
8/17/2026 |
691
|
$2.8 B
|