| SPX Gestao de Recursos Ltda |
2025 Q4
|
2/13/2026 |
73
|
$980 M
|
| Harraden Circle Investments, LLC |
2025 Q4
|
2/13/2026 |
180
|
$550 M
|
| Wilkerson Advisory Group LLC |
2025 Q4
|
2/13/2026 |
581
|
$280 M
|
| Corre Partners Management, LLC |
2025 Q4
|
2/13/2026 |
4
|
$93 M
|
| MARTIN & CO INC /TN/ |
2025 Q4
|
2/13/2026 |
100
|
$580 M
|
| Carroll Investors, Inc |
2025 Q4
|
2/13/2026 |
31
|
$210 M
|
| Exome Asset Management LLC |
2025 Q4
|
2/13/2026 |
60
|
$210 M
|
| Goldstream Capital Management Ltd |
2025 Q4
|
2/13/2026 |
54
|
$280 M
|
| Paragon Capital Management LLC |
2025 Q4
|
2/13/2026 |
59
|
$200 M
|
| Abbot Financial Management, Inc. |
2025 Q4
|
2/13/2026 |
136
|
$240 M
|
| GLOBAL STRATEGIC MANAGEMENT INC |
2025 Q4
|
2/13/2026 |
27
|
$120 M
|
| Jupiter Wealth Management LLC |
2025 Q4
|
2/13/2026 |
84
|
$220 M
|
| Vancity Investment Management Ltd |
2025 Q4
|
2/13/2026 |
75
|
$750 M
|
| B & T Capital Management DBA Alpha Capital Management |
2025 Q4
|
2/13/2026 |
116
|
$710 M
|
| Rodgers Brothers Inc. |
2025 Q4
|
2/13/2026 |
238
|
$840 M
|
| Dodge & Cox |
2025 Q4
|
2/13/2026 |
222
|
$190 B
|
| Santa Clara Valley Transportation Authority |
2025 Q4
|
2/13/2026 |
4
|
$120 M
|
| GQG Partners LLC |
2025 Q4
|
2/13/2026 |
90
|
$61 B
|
| Quarry LP |
2025 Q4
|
2/13/2026 |
2,091
|
$640 M
|
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/13/2026 |
156
|
$290 M
|
| Creekside Partners |
2025 Q4
|
2/13/2026 |
181
|
$240 M
|
| NEUBERGER BERMAN GROUP LLC |
2025 Q4
|
2/13/2026 |
3,617
|
$130 B
|
| TOBIAS FINANCIAL ADVISORS, INC. |
2025 Q4
|
2/13/2026 |
146
|
$710 M
|
| Entropy Technologies, LP |
2025 Q4
|
2/13/2026 |
849
|
$1.8 B
|
| Sycale Advisors (NY) LLC |
2025 Q4
|
2/13/2026 |
17
|
$320 M
|
| Aurora Investment Counsel |
2025 Q4
|
2/13/2026 |
106
|
$190 M
|
| BLUE JEAN FINANCIAL LLC |
2025 Q4
|
2/13/2026 |
74
|
$120 M
|
| NEXTBio Capital Management LP |
2025 Q4
|
2/13/2026 |
23
|
$170 M
|
| Trigran Investments, Inc. |
2025 Q4
|
2/13/2026 |
34
|
$510 M
|
| Wilmar Advisors LLC |
2025 Q4
|
2/13/2026 |
27
|
$130 M
|
| Focus Partners Wealth |
2025 Q4
|
2/13/2026 |
2,645
|
$88 B
|
| ATLAS CAPITAL ADVISORS INC. |
2025 Q4
|
2/13/2026 |
1,039
|
$900 M
|
| Maren Capital LLC |
2025 Q4
|
2/13/2026 |
21
|
$1.9 B
|
| Firsthand Capital Management, Inc. |
2025 Q4
|
2/13/2026 |
47
|
$54 M
|
| Tenzing Financial LLC |
2025 Q4
|
2/13/2026 |
68
|
$120 M
|
| CENTAURUS FINANCIAL, INC. |
2025 Q4
|
2/13/2026 |
1,046
|
$2.2 B
|
| DeepCurrents Investment Group LLC |
2025 Q4
|
2/13/2026 |
273
|
$3.1 B
|
| Venture Visionary Partners LLC |
2025 Q4
|
2/13/2026 |
656
|
$3.1 B
|
| Lifeworks Advisors, LLC |
2025 Q4
|
2/13/2026 |
326
|
$770 M
|
| BRX Global LP |
2025 Q4
|
2/13/2026 |
3
|
$100 M
|
| DE BURLO GROUP INC |
2025 Q4
|
2/13/2026 |
79
|
$820 M
|
| Enstar Group LTD |
2025 Q4
|
2/13/2026 |
13
|
$260 M
|
| NFJ INVESTMENT GROUP, LLC |
2025 Q4
|
2/13/2026 |
396
|
$2.8 B
|
| Kensington Asset Management, LLC |
2025 Q4
|
2/13/2026 |
41
|
$1.9 B
|
| WINMILL & CO. INC |
2025 Q4
|
2/13/2026 |
83
|
$370 M
|
| Owls Nest Partners IA, LLC |
2025 Q4
|
2/13/2026 |
13
|
$360 M
|
| PLANWISER FINANCIAL, LLC |
2025 Q4
|
2/13/2026 |
55
|
$140 M
|
| AGMAN CAPITAL LLC |
2025 Q4
|
2/13/2026 |
19
|
$120 M
|
| Pingora Partners LLC |
2025 Q4
|
2/13/2026 |
204
|
$160 M
|
| P SCHOENFELD ASSET MANAGEMENT LP |
2025 Q4
|
2/13/2026 |
44
|
$280 M
|
| Share Andrew L. |
2025 Q4
|
2/13/2026 |
18
|
$200 M
|
| Palisade Asset Management, LLC |
2025 Q4
|
2/13/2026 |
193
|
$1.0 B
|
| Bristlecone Value Partners, LLC |
2025 Q4
|
2/13/2026 |
36
|
$87 M
|
| RESOURCES MANAGEMENT CORP /CT/ /ADV |
2025 Q4
|
2/13/2026 |
429
|
$770 M
|
| North Ridge Wealth Advisors, Inc. |
2025 Q4
|
2/13/2026 |
181
|
$180 M
|
| Impala Asset Management LLC |
2025 Q4
|
2/13/2026 |
23
|
$160 M
|
| SEVEN MILE ADVISORY |
2025 Q4
|
2/13/2026 |
260
|
$580 M
|
| Vestwell Advisors, LLC |
2025 Q4
|
2/13/2026 |
33
|
$680 M
|
| MML INVESTORS SERVICES, LLC |
2025 Q4
|
2/13/2026 |
3,037
|
$41 B
|
| Black Creek Investment Management Inc. |
2025 Q4
|
2/13/2026 |
27
|
$2.0 B
|
| Evelyn Partners Investment Management Services Ltd |
2025 Q4
|
2/13/2026 |
262
|
$800 M
|
| Evelyn Partners Investment Management LLP |
2025 Q4
|
2/13/2026 |
413
|
$3.6 B
|
| Evelyn Partners Asset Management Ltd |
2025 Q4
|
2/13/2026 |
284
|
$430 M
|
| Marathon Trading Investment Management LLC |
2025 Q4
|
2/13/2026 |
473
|
$4.4 B
|
| Motiv8 Investments LLC |
2025 Q4
|
2/13/2026 |
1,068
|
$180 M
|
| Evelyn Partners Investment Management (Europe) Ltd |
2025 Q4
|
2/13/2026 |
185
|
$310 M
|
| Congruence Capital, LLC |
2025 Q4
|
2/13/2026 |
60
|
$270 M
|
| Beta Wealth Group, Inc. |
2025 Q4
|
2/13/2026 |
119
|
$250 M
|
| CANERECTOR INC |
2025 Q4
|
2/13/2026 |
9
|
$200 M
|
| Alamea Verwaltungs GmbH |
2025 Q4
|
2/13/2026 |
97
|
$150 M
|
| Ackerman Asset Management, LLC |
2025 Q4
|
2/13/2026 |
33
|
$150 M
|
| HRTG GPE, LLC |
2025 Q4
|
2/13/2026 |
5
|
$790 M
|
| Seneschal Advisors, LLC |
2025 Q4
|
2/13/2026 |
659
|
$140 M
|
| CAPITAL & PLANNING, LLC |
2025 Q4
|
2/13/2026 |
71
|
$22 M
|
| Saber Capital Managment, LLC |
2025 Q4
|
2/13/2026 |
31
|
$120 M
|
| FTX Recovery Trust |
2025 Q4
|
2/13/2026 |
2
|
$31 M
|
| OMERS ADMINISTRATION Corp |
2025 Q4
|
2/13/2026 |
1,030
|
$14 B
|
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2025 Q4
|
2/13/2026 |
170
|
$680 M
|
| Alaska Permanent Capital Management, LLC |
2025 Q4
|
2/13/2026 |
41
|
$1.3 B
|
| Cetera Trust Company, N.A |
2025 Q4
|
2/13/2026 |
358
|
$190 M
|
| SYM FINANCIAL Corp |
2025 Q4
|
2/13/2026 |
416
|
$970 M
|
| Voya Financial Advisors, Inc. |
2025 Q4
|
2/13/2026 |
218
|
$1.0 B
|
| Valor Management LLC |
2025 Q4
|
2/13/2026 |
3
|
$55 M
|
| Aptus Capital Advisors, LLC |
2025 Q4
|
2/13/2026 |
1,878
|
$14 B
|
| Dixon Mitchell Investment Counsel Inc. |
2025 Q4
|
2/13/2026 |
145
|
$3.0 B
|
| Mariner, LLC |
2025 Q4
|
2/13/2026 |
5,567
|
$84 B
|
| Nebula Research & Development LLC |
2025 Q4
|
2/13/2026 |
1
|
$0
|
| Fortitude Advisory Group L.L.C. |
2025 Q4
|
2/13/2026 |
219
|
$240 M
|
| ARIEL INVESTMENTS, LLC |
2025 Q4
|
2/13/2026 |
202
|
$9.3 B
|
| INVENIO WEALTH PARTNERS LLC |
2025 Q4
|
2/13/2026 |
92
|
$270 M
|
| Generation Capital Management LLC |
2025 Q4
|
2/13/2026 |
88
|
$150 M
|
| Tyro Capital Management LLC |
2025 Q4 - RESTATEMENT
|
2/13/2026 |
14
|
$540 M
|
| Madrona Venture Group, LLC |
2025 Q4
|
2/13/2026 |
3
|
$22 M
|
| Frist Capital, LLC |
2025 Q4
|
2/13/2026 |
1
|
$0
|
| Francisco Partners Management, LP |
2025 Q4
|
2/13/2026 |
3
|
$460 M
|
| JOURNEY STRATEGIC WEALTH LLC |
2025 Q4
|
2/13/2026 |
3,676
|
$3.8 B
|
| Alaska Wealth Advisors, LLC |
2025 Q4
|
2/13/2026 |
85
|
$790 M
|
| KilterHowling LLC |
2025 Q4
|
2/13/2026 |
51
|
$200 M
|
| Sourcerock Group LLC |
2025 Q4
|
2/13/2026 |
37
|
$1.8 B
|
| Defilade Capital Management, L.P. |
2025 Q4
|
2/13/2026 |
33
|
$740 M
|