| SIRIOS CAPITAL MANAGEMENT L P |
2025 Q4
|
2/13/2026 |
74
|
$800 M
|
| Menard Financial Group LLC |
2025 Q4
|
2/13/2026 |
80
|
$150 M
|
| Carter Financial Group, INC. |
2025 Q4
|
2/13/2026 |
121
|
$170 M
|
| Rafferty Asset Management, LLC |
2025 Q4
|
2/13/2026 |
1,134
|
$29 B
|
| Nierenberg Investment Management Company, LLC |
2025 Q4
|
2/13/2026 |
47
|
$210 M
|
| ABOUND FINANCIAL, LLC |
2025 Q4
|
2/13/2026 |
98
|
$340 M
|
| Avant Capital LLC |
2025 Q4
|
2/13/2026 |
79
|
$150 M
|
| J. Mark Nickell & Co. |
2025 Q4
|
2/13/2026 |
30
|
$110 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q2 - NEW HOLDINGS
|
2/13/2026 |
4
|
$630 M
|
| Fidato Wealth LLC |
2025 Q4
|
2/13/2026 |
15
|
$160 M
|
| SHCP, LLC |
2025 Q4
|
2/13/2026 |
1
|
$0
|
| H Squared Management LP |
2025 Q4
|
2/13/2026 |
11
|
$170 M
|
| Arkadios Wealth Advisors |
2025 Q4
|
2/13/2026 |
3,150
|
$5.2 B
|
| Rokos Capital Management LLP |
2025 Q4
|
2/13/2026 |
234
|
$26 B
|
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
2025 Q4
|
2/13/2026 |
243
|
$910 M
|
| Recurrent Investment Advisors LLC |
2025 Q4
|
2/13/2026 |
71
|
$1.4 B
|
| Ranmore Fund Management Ltd |
2025 Q4
|
2/13/2026 |
18
|
$580 M
|
| Veridan Wealth LLC |
2025 Q4
|
2/13/2026 |
79
|
$300 M
|
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
2025 Q4
|
2/13/2026 |
1,345
|
$30 B
|
| MOSAIC FINANCIAL GROUP, LLC |
2025 Q4
|
2/13/2026 |
125
|
$150 M
|
| Evernest Financial Advisors, LLC |
2025 Q4
|
2/13/2026 |
185
|
$480 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q3 - NEW HOLDINGS
|
2/13/2026 |
5
|
$620 M
|
| LRT Capital Management, LLC |
2025 Q4
|
2/13/2026 |
86
|
$120 M
|
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/13/2026 |
150
|
$210 M
|
| North Peak Capital Management, LLC |
2025 Q4
|
2/13/2026 |
10
|
$1.2 B
|
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. |
2025 Q4
|
2/13/2026 |
229
|
$1.0 B
|
| Clutterbuck Capital Management LLC |
2025 Q4
|
2/13/2026 |
8
|
$120 M
|
| CAMDEN ASSET MANAGEMENT L P /CA |
2025 Q4
|
2/13/2026 |
73
|
$4.0 B
|
| Sands Capital Alternatives, LLC |
2025 Q4
|
2/13/2026 |
20
|
$520 M
|
| TABLEAUX LLC |
2025 Q4
|
2/13/2026 |
91
|
$140 M
|
| DRH Investments, Inc. |
2025 Q4
|
2/13/2026 |
15
|
$110 M
|
| ArchPoint Investors |
2025 Q4
|
2/13/2026 |
80
|
$420 M
|
| Harber Asset Management LLC |
2025 Q4
|
2/13/2026 |
32
|
$240 M
|
| THORNBURG INVESTMENT MANAGEMENT INC |
2025 Q4
|
2/13/2026 |
176
|
$7.9 B
|
| Marnell Management LLC |
2025 Q4
|
2/13/2026 |
62
|
$210 M
|
| SANDS CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/13/2026 |
66
|
$33 B
|
| BAYVIEW ASSET MANAGEMENT, LLC |
2025 Q4
|
2/13/2026 |
73
|
$430 M
|
| Silver Heights Capital Management Inc |
2025 Q4
|
2/13/2026 |
5
|
$250 M
|
| Squarepoint Ops LLC |
2025 Q4
|
2/13/2026 |
4,187
|
$94 B
|
| Giverny Capital Inc. |
2025 Q4
|
2/13/2026 |
50
|
$3.0 B
|
| GRAYBILL WEALTH MANAGEMENT, LTD. |
2025 Q4
|
2/13/2026 |
84
|
$340 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q4
|
2/13/2026 |
221
|
$860 M
|
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA |
2025 Q4
|
2/13/2026 |
682
|
$400 M
|
| FF Advisors,LLC |
2025 Q4
|
2/13/2026 |
106
|
$220 M
|
| Spruce Street Capital LP |
2025 Q4
|
2/13/2026 |
27
|
$300 M
|
| M3F, Inc. |
2025 Q4
|
2/13/2026 |
25
|
$360 M
|
| Aigen Investment Management, LP |
2025 Q4
|
2/13/2026 |
550
|
$430 M
|
| Eagle Bluffs Wealth Management LLC |
2025 Q4
|
2/13/2026 |
80
|
$250 M
|
| Avidity Partners Management LP |
2025 Q4
|
2/13/2026 |
39
|
$350 M
|
| RFP Financial Group LLC |
2025 Q4
|
2/13/2026 |
96
|
$210 M
|
| Yakira Capital Management, Inc. |
2025 Q4
|
2/13/2026 |
186
|
$300 M
|
| ADAMS NATURAL RESOURCES FUND, INC. |
2025 Q4
|
2/13/2026 |
55
|
$660 M
|
| CAUSEWAY CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/13/2026 |
108
|
$7.3 B
|
| Valliance Asset Management Ltd |
2025 Q4
|
2/13/2026 |
11
|
$240 M
|
| WHALEROCK POINT PARTNERS, LLC |
2025 Q4
|
2/13/2026 |
193
|
$530 M
|
| Portfolio Resources Advisor Group, Inc. |
2025 Q4
|
2/13/2026 |
143
|
$100 M
|
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2025 Q4
|
2/13/2026 |
89
|
$3.0 B
|
| Centiva Capital, LP |
2025 Q4
|
2/13/2026 |
1,267
|
$12 B
|
| El Puerto de Liverpool, S.A.B. de C.V. |
2025 Q4
|
2/13/2026 |
1
|
$0
|
| Arvin Capital Management LP |
2025 Q4
|
2/13/2026 |
40
|
$530 M
|
| CAXTON ASSOCIATES LLP |
2025 Q4
|
2/13/2026 |
752
|
$5.1 B
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
2025 Q4
|
2/13/2026 |
2
|
$2.4 B
|
| Centerpoint Advisors, LLC |
2025 Q4
|
2/13/2026 |
416
|
$330 M
|
| Generations Wealth, LLC |
2025 Q4
|
2/13/2026 |
28
|
$98 M
|
| POTOMAC FUND MANAGEMENT INC /ADV |
2025 Q4
|
2/13/2026 |
108
|
$2.7 B
|
| PANAGORA ASSET MANAGEMENT INC |
2025 Q4
|
2/13/2026 |
1,176
|
$28 B
|
| GMT CAPITAL CORP |
2025 Q4
|
2/13/2026 |
38
|
$1.9 B
|
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
2025 Q4
|
2/13/2026 |
24
|
$3.4 B
|
| Birchview Capital, LP |
2025 Q4
|
2/13/2026 |
68
|
$170 M
|
| Greenbrier Partners Capital Management, LLC |
2025 Q4
|
2/13/2026 |
12
|
$1.5 B
|
| FirstWave Capital Management LLC |
2025 Q4
|
2/13/2026 |
73
|
$170 M
|
| Itau Unibanco Holding S.A. |
2025 Q4
|
2/13/2026 |
413
|
$4.2 B
|
| Alyeska Investment Group, L.P. |
2025 Q4
|
2/13/2026 |
575
|
$35 B
|
| Siren, L.L.C. |
2025 Q4
|
2/13/2026 |
115
|
$3.4 B
|
| TIMUCUAN ASSET MANAGEMENT INC/FL |
2025 Q4
|
2/13/2026 |
28
|
$3.1 B
|
| Panview Capital Ltd |
2025 Q4
|
2/13/2026 |
9
|
$280 M
|
| Blue Whale Capital LLP |
2025 Q4
|
2/13/2026 |
24
|
$1.9 B
|
| Haverford Trust Co |
2025 Q4
|
2/13/2026 |
409
|
$11 B
|
| Safeguard Investment Advisory Group, LLC |
2025 Q4
|
2/13/2026 |
148
|
$390 M
|
| Ausdal Financial Partners, Inc. |
2025 Q4
|
2/13/2026 |
1,645
|
$2.2 B
|
| Magnitude Capital, LLC |
2025 Q4
|
2/13/2026 |
1
|
$420 M
|
| UNITED BANK |
2025 Q4
|
2/13/2026 |
243
|
$760 M
|
| INGALLS & SNYDER LLC |
2025 Q4
|
2/13/2026 |
467
|
$2.7 B
|
| TOWER BRIDGE ADVISORS |
2025 Q4
|
2/13/2026 |
189
|
$990 M
|
| Findlay Park Partners LLP |
2025 Q4
|
2/13/2026 |
57
|
$7.8 B
|
| Alvarez & Marsal Private Wealth Partners, LLC |
2025 Q4
|
2/13/2026 |
112
|
$520 M
|
| Truffle Hound Capital, LLC |
2025 Q4
|
2/13/2026 |
52
|
$380 M
|
| Alliance Private Wealth, LLC |
2025 Q4
|
2/13/2026 |
81
|
$290 M
|
| Oxbow Capital Management (HK) Ltd |
2025 Q4
|
2/13/2026 |
8
|
$360 M
|
| Petiole USA ltd |
2025 Q4
|
2/13/2026 |
33
|
$150 M
|
| Golden State Wealth Management, LLC |
2025 Q4
|
2/13/2026 |
1,737
|
$950 M
|
| Crossingbridge Advisors, LLC |
2025 Q4
|
2/13/2026 |
106
|
$360 M
|
| Heron Bay Capital Management |
2025 Q4
|
2/13/2026 |
112
|
$520 M
|
| Oribel Capital Management, LP |
2025 Q4
|
2/13/2026 |
99
|
$2.2 B
|
| BIOS Capital Management, LP |
2025 Q4
|
2/13/2026 |
9
|
$83 M
|
| Extract Advisors LLC |
2025 Q4
|
2/13/2026 |
24
|
$390 M
|
| ShawSpring Partners LLC |
2025 Q4
|
2/13/2026 |
11
|
$530 M
|
| Sanders Capital, LLC |
2025 Q4
|
2/13/2026 |
44
|
$87 B
|
| Castlefield Investment Partners LLP |
2025 Q4
|
2/13/2026 |
32
|
$170 M
|
| Corps Capital Advisors, LLC |
2025 Q4
|
2/13/2026 |
87
|
$97 M
|