All 1000 'B' SEC Investors

Institutional investment managers with at least $100 million in assets under management

Name Location Latest filing
BlackRock, Inc. New York, NY Q3 2025
BlackRock Finance, Inc. New York, NY Q2 2024
BASS CHARLIE Fremont, CA
BANK OF AMERICA CORP /DE/ Charlotte, NC Q3 2025
Bank of New York Mellon Corp New York, NY Q3 2025
BERKSHIRE HATHAWAY INC Omaha, NE Q3 2025
BARCLAYS PLC London, United Kingdom Q3 2025
BANK OF MONTREAL /CAN/ Toronto, Ontario, Canada Q3 2025
BEZOS JEFFREY P Seattle, WA
BUFFETT WARREN E Omaha, NE Q3 2025
BAILLIE GIFFORD & CO Edinburgh, United Kingdom Q3 2025
BNP PARIBAS FINANCIAL MARKETS Paris, France Q3 2025
Boston Partners Boston, MA Q3 2025
BROOKFIELD Corp /ON/ Toronto, Ontario, Canada Q3 2025
BROWN ADVISORY INC Baltimore, MD Q3 2025
BESSEMER GROUP INC Woodbridge, NJ Q3 2025
Baird Financial Group, Inc. Milwaukee, WI Q3 2025
BANK OF NOVA SCOTIA Toronto, Ontario, Canada Q3 2025
Betterment LLC New York, NY Q3 2025
BALYASNY ASSET MANAGEMENT L.P. Chicago, IL Q3 2025
BNP Paribas Asset Management Holding S.A. Paris Q3 2025
BAMCO INC /NY/ New York, NY Q3 2025
BLAIR WILLIAM & CO/IL Chicago, IL Q3 2025
Bank Julius Baer & Co. Ltd, Zurich Zurich, Switzerland Q3 2025
BARROW HANLEY MEWHINNEY & STRAUSS LLC Dallas, TX Q3 2025
Bridgewater Associates, LP Westport, CT Q3 2025
Blackstone Inc. New York, NY Q3 2025
BAKER BROS. ADVISORS LP New York, NY Q3 2025
Banco Santander, S.A. Madrid, Spain Q3 2025
BAHL & GAYNOR INC Cincinnati, OH Q3 2025
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp Victoria, British Columbia, Canada Q3 2025
Beutel, Goodman & Co Ltd. Toronto, Ontario, Canada Q3 2025
BROWN BROTHERS HARRIMAN & CO New York, NY Q3 2025
Brandywine Global Investment Management, LLC Philadelphia, PA Q3 2025
Boston Trust Walden Corp Boston, MA Q3 2025
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. Madrid, Spain Q3 2025
BG Cold, LLC San Francisco, CA
BRANDES INVESTMENT PARTNERS, LP La Jolla, CA Q3 2025
BECHTOLSHEIM ANDREAS Santa Clara, CA
Beacon Pointe Advisors, LLC Newport Beach, CA Q3 2025
B. Metzler seel. Sohn & Co. AG Frankfurt, Germany Q3 2025
BI Asset Management Fondsmaeglerselskab A/S Kobenhavn, Denmark Q3 2025
Burgundy Asset Management Ltd. Toronto Q3 2025
B. Metzler seel. Sohn & Co. Holding AG Frankfurt, Germany Q3 2024
BANQUE PICTET & CIE SA Geneva 73, Switzerland Q3 2025
BUCKINGHAM STRATEGIC WEALTH, LLC Clayton, MO Q2 2024
BC Partners Advisors L.P. New York, NY Q4 2024
BC Partners PE LP New York, NY Q3 2025
Blue Trust, Inc. Alpharetta, GA Q3 2025
BENJAMIN EDWARDS INC Clayton, MO Q3 2025
Birch Grove Capital LP New York, NY Q3 2024
Brookstone Capital Management Wheaton, IL Q3 2025
BRIDGES INVESTMENT MANAGEMENT INC Omaha, NE Q3 2025
BARTLETT & CO. WEALTH MANAGEMENT LLC Cincinnati, OH Q3 2025
Ballentine Partners, LLC Waltham, MA Q3 2025
Brevan Howard Capital Management LP St. Helier Q3 2025
BRADLEY FOSTER & SARGENT INC/CT Hartford, CT Q3 2025
Briar Hall Management LLC Nashville, TN Q3 2025
BOKF, NA Tulsa, OK Q3 2025
Blecharczyk Nathan San Francisco, CA
BRISTOL JOHN W & CO INC /NY/ New York, NY Q3 2025
Bartlett & Co. LLC Cincinnati, OH Q4 2023
BERKLEY WILLIAM R Greenwich, CT
BG Lineage Holdings, LLC San Francisco, CA
Border to Coast Pensions Partnership Ltd Leeds, United Kingdom Q3 2025
Benioff Marc San Francisco, CA
BECK MACK & OLIVER LLC New York, NY Q3 2025
BAIN CAPITAL INVESTORS LLC Boston, MA Q3 2025
Bausch Health Companies Inc. Quebec, Quebec, Canada
BARINGS LLC Charlotte, NC Q3 2025
BAUPOST GROUP LLC/MA Boston, MA Q3 2025
Bird Alan Geoffrey Miami, FL
BLACK LEON D New York, NY
BERKLEY WILLIAM R JR Greenwich, CT
Bank Pictet & Cie (Europe) AG Frankfurt Am Main, Germany Q3 2025
Bellevue Group AG Zurich Q3 2025
Badgley Phelps Wealth Managers, LLC Seattle, WA Q3 2025
BRIDGEWAY CAPITAL MANAGEMENT, LLC Houston, TX Q3 2025
BAILARD, INC. Foster City, CA Q3 2025
BlueSpruce Investments, LP Chicago, IL Q3 2025
Bleakley Financial Group, LLC Parsippany, NJ Q3 2025
Brave Warrior Advisors, LLC New York, NY Q3 2025
BOCHNOWSKI JAMES J San Mateo, CA
Baker Avenue Asset Management, LP San Francisco, CA Q3 2025
BRIGHTON JONES LLC Seattle, WA Q3 2025
Banque Transatlantique SA Paris, France Q3 2025
Bollard Group LLC Boston, MA Q3 2025
BOWEN HANES & CO INC Ponte Vedra Beach, FL Q3 2025
BOOTHBAY FUND MANAGEMENT, LLC New York, NY Q3 2025
Busey Bank Urbana, IL Q3 2025
Boston Common Asset Management, LLC Boston, MA Q3 2025
BHF Kleinwort Benson Group S.A. Brussels, Belgium Q1 2016
BLI - Banque de Luxembourg Investments Luxembourg City, Luxembourg Q3 2025
BECKER CAPITAL MANAGEMENT INC Portland, OR Q3 2025
Borse Dubai LTD Dubai, United Arab Emirates
BRAIDWELL LP Stamford, CT Q3 2025
BNP PARIBAS Paris, France Q3 2025
BOSTON FINANCIAL MANGEMENT LLC Boston, MA Q4 2024
BEL AIR INVESTMENT ADVISORS LLC Los Angeles, CA Q2 2021
BURNEY CO/ Reston, VA Q3 2025
BRINKER CAPITAL INC Berwyn, PA Q2 2020
Blackstone Holdings III L.P. New York, NY
BRAUN STACEY ASSOCIATES INC New York, NY Q3 2025
BROWN HYATT J Daytona Beach, FL
Bragg Financial Advisors, Inc Charlotte, NC Q3 2025
BLS CAPITAL FONDSMAEGLERSELSKAB A/S Klampenborg, Denmark Q3 2025
Biswas Sanjit San Fransciso, CA
Bicket John San Francisco, CA
Balentine LLC Atlanta, GA Q3 2025
BADGLEY PHELPS & BELL INC Seattle, WA Q2 2021
Banque Cantonale Vaudoise Lausanne, Switzerland Q3 2025
Belpointe Asset Management LLC Reno, NV Q3 2025
BAE JOSEPH Y New York, NY
BLUEHALO HOLDINGS PARENT, LLC Bethesda, MD
Bobbili Raja Boston, MA
Bomberg Alison Boston, MA
BVF INC/IL San Francisco, CA Q3 2025
Bogart Wealth, LLC Mclean, VA Q3 2025
BROWN CAPITAL MANAGEMENT LLC Baltimore, MD Q3 2025
Barrett Asset Management, LLC New York, NY Q1 2022
BEACON INVESTMENT ADVISORY SERVICES, INC. Morristown, NJ Q3 2025
Birch Hill Investment Advisors LLC Boston, MA Q3 2025
BERKSHIRE ASSET MANAGEMENT LLC/PA Wilkes Barre, PA Q3 2025
Baltimore-Washington Financial Advisors, Inc. Columbia, MD Q3 2025
Bhatt Baiju Menlo Park, CA
BLB&B Advisors, LLC Montgomeryville, PA Q3 2025
Bell Bank Fargo, ND Q3 2025
Bain Capital Life Sciences Investors, LLC Boston, MA Q3 2025
Bowie Capital Management, LLC Richardson, TX Q3 2025
Bialecki Andrew Boston, MA
BIT Capital GmbH Berlin, Germany Q3 2025
BASSWOOD CAPITAL MANAGEMENT, L.L.C. New York, NY Q3 2025
BOSTON PRIVATE BANK & TRUST CO Boston, MA Q1 2015
Baratta Joseph New York, NY
Bain Capital Public Equity Management II, LLC Boston, MA Q3 2025
Black Creek Investment Management Inc. Toronto, Ontario, Canada Q3 2025
BBVA USA Bancshares, Inc. Houston, TX Q1 2021
BHUSRI ANEEL Pleasanton, CA
Beacon Capital Management, Inc. Dayton, OH Q3 2025
Bessemer Venture Partners VIII L.P. Larchmont, NY
B. Riley Wealth Advisors, Inc. Memphis, TN Q3 2025
Bank of Italy Rome, Italy Q3 2025
BIP Wealth, LLC Atlanta, GA Q3 2025
BLACKHILL CAPITAL INC Morristown, NJ Q3 2025
Bryn Mawr Trust Advisors, LLC Philadelphia, PA Q3 2025
BlackRock Portfolio Management LLC New York, NY
BANK OF HAWAII Honolulu, HI Q3 2025
Bpifrance SA Maisons Alfort, Cedex, France Q3 2025
BOSTON ADVISORS LLC Boston, MA Q3 2019
BX Vine Intermediate Holdco L.P. New York, NY
BARR E S & CO Lexington, KY Q3 2025
Blue Whale Capital LLP London, United Kingdom Q3 2025
Burkehill Global Management, LP New York, NY Q3 2025
Blue Star Exploration Corp Frisco, TX
BBR PARTNERS, LLC New York, NY Q3 2025
Baszucki David San Mateo, CA
BBVA USA Birmingham, AL Q3 2021
Bristol Gate Capital Partners Inc. Toronto Q3 2025
Berger Financial Group, Inc Plymouth, MN Q3 2025
BAR HARBOR WEALTH MANAGEMENT Concord, NH Q3 2025
Bilzin Jonathan New York, NY
BROADWOOD CAPITAL INC New York, NY Q3 2025
Bank of Finland Helsinki, Finland Q3 2025
BLUESTEIN R H & CO LLC Birmingham, MI Q3 2022
BOK Financial Private Wealth, Inc. Denver, CO Q3 2025
BALASA DINVERNO & FOLTZ LLC Itasca, IL Q3 2022
BlueCrest Capital Management Ltd St Helier, Jersey Q3 2025
BOSTON FAMILY OFFICE LLC Boston, MA Q3 2025
BERKLEY W R CORP Greenwich, CT Q3 2025
BROWNING WEST LP Los Angeles, CA Q3 2025
BALDWIN WEALTH PARTNERS LLC/MA Marion, MA Q3 2025
BURRELL JONATHAN Overland Park, KS
Beaumont Financial Advisors, LLC Needham, MA Q3 2025
Baring Fintech Manager Holding Ltd Castel, Guernsey Q3 2025
Bramshill Investments, LLC Naples, FL Q3 2025
BTC Capital Management, Inc. Des Moines, IA Q3 2025
BEESE FULMER INVESTMENT MANAGEMENT, INC. Canton, OH Q3 2025
Bridgewater Advisors Inc. New York, NY Q3 2025
BROWN MICHAEL MAURICE Boston, MA
Beaird Harris Wealth Management, LLC Dallas, TX Q3 2025
Baudis Pavel London, United Kingdom
Brice Carson H Smithfield, NC
Baskin Financial Services Inc. Toronto, Ontario, Canada Q3 2025
Blue Chip Partners, LLC Farmington Hills, MI Q3 2025
BW Gestao de Investimentos Ltda. Sao Paulo, Brazil Q3 2025
Bevirt JoeBen Santa Cruz, CA
Bouchey Financial Group Ltd Troy, NY Q3 2025
BSN Capital Partners Ltd London Q3 2025
BOTHA ROELOF Menlo Park, CA
Belvedere Trading LLC Chicago, IL Q3 2025
Baader Bank Aktiengesellschaft Unterschleissheim, Germany Q3 2025
Bangor Savings Bank Bangor, ME Q3 2025
Bristlecone Advisors, LLC Bellevue, WA Q3 2025
BOYLE TIMOTHY P Portland, OR
BloombergSen Inc. Toronto, Ontario, Canada Q3 2025
Baring Fintech Fund III Managers Ltd St Peter Port, Guernsey Q3 2025
Blackstone EMA III L.L.C. New York, NY
BRYANT HOPE HOLDING Raleigh, NC
BRANDYWINE OAK PRIVATE WEALTH LLC Kennett Square, PA Q3 2025
Banpu Public Co Limited/ADR New York, NY
Banyan Partners, LLC Palm Beach Gardens, FL Q3 2014
Bristow Claire H Raleigh, NC
BRISTOW PETER M Raleigh, NC
Bronte Capital Management Pty Ltd. Bondi Junction, Australia Q3 2025
Bison Wealth, LLC Atlanta, GA Q3 2025
Bares Capital Management, Inc. Austin, TX Q3 2025
Bornite Capital Management LP New York, NY Q3 2025
BANK OF NOVA SCOTIA TRUST CO Toronto, Ontario, Canada Q3 2025
BONDERMAN DAVID Fort Worth, TX
Beaumont Financial Partners, LLC Needham, MA Q3 2022
BFSG, LLC Irvine, CA Q3 2025
BEACON FINANCIAL GROUP Dallas, TX Q3 2025
BANCORPSOUTH INC Tupelo, MS Q3 2017
Bridgeworth, LLC Birmingham, AL Q4 2023
Baldwin Lowry Tampa, FL
Bath Savings Trust Co Bath, ME Q3 2025
B. Riley Wealth Management, Inc. Memphis, TN Q2 2022
BERKOWITZ BRUCE R Miami, FL
Bluefin Trading, LLC New York, NY Q2 2020
BIGH, LLC Tampa, FL
BerganKDV Wealth Management, LLC Bloomington, MN Q2 2023
BRUNI J V & CO /CO Colorado Springs, CO Q3 2025
Barton Investment Management West Conshohocken, PA Q3 2025
Battery Partners Select Fund I GP, LLC Boston, MA
Berkshire Money Management, Inc. Dalton, MA Q3 2025
Bensler, LLC Bellevue, WA Q3 2025
BROADWOOD PARTNERS, L.P. New York, NY Q3 2025
BCP FC Aggregator L.P. New York, NY
Brightworth Atlanta, GA Q3 2022
BIGLARI CAPITAL CORP. San Antonio, TX Q3 2025
Bard Financial Services, Inc. Branford, CT Q3 2025
Berkshire Partners Holdings LLC Boston, MA Q3 2025
Barnds Thomas Menlo Park, CA
BARLOW WEALTH PARTNERS, INC. Louisville, KY Q3 2025
Black Diamond Financial, LLC Towson, MD Q3 2025
BX Vine ML Holdco L.P. New York, NY
BURNS J W & CO INC/NY Dewitt, NY Q3 2025
BlueStem Wealth Partners, LLC Minnetonka, MN Q3 2025
Baldwin Investment Management, LLC West Conshohocken, PA Q3 2025
BAINCO INTERNATIONAL INVESTORS Boston, MA Q4 2020
BDO Wealth Advisors, LLC Jacksonville, FL Q2 2023
Buckingham Capital Management, Inc. Dayton, OH Q4 2024
Baldwin Brian M New York, NY
BAXTER BROS INC Riverside, CT Q3 2025
Blue Grotto Capital, LLC Atlanta, GA Q3 2025
BENNETT ABIGAIL J Delray Beach, FL
BRIGHAM BEN M Austin, TX
BANK OF THE WEST Monterey Park, CA Q4 2022
Board of Trustees of The Leland Stanford Junior University Redwood City, CA Q3 2025
BTG Pactual Asset Management US LLC New York, NY Q3 2025
BAM Partners Trust Toronto, Ontario, Canada
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Concord, MA Q3 2025
BDF-GESTION Paris, France Q3 2025
BCPE Derby (DE) SPV, LP Boston, MA Q3 2025
BRR OpCo, LLC Columbus, OH Q3 2022
BANK HAPOALIM BM Tel Aviv, Israel Q3 2025
BIGLARI, SARDAR San Antonio, TX Q3 2025
Baker Ellis Asset Management LLC Vancouver, WA Q3 2025
BSW Wealth Partners Boulder, CO Q3 2025
Broad Bay Capital Management, LP New York, NY Q3 2025
Biondo Investment Advisors, LLC Milford, PA Q3 2025
BB Holdings AA LP San Francisco, CA
Bagaria Anup New York, NY
Bedel Financial Consulting, Inc. Indianapolis, IN Q3 2025
Bordeaux Wealth Advisors LLC Menlo Park, CA Q2 2025
B&D White Capital Company, LLC Lakeway, TX Q3 2025
Brookwood Investment Group LLC Phoenix, AZ Q3 2025
Baum Alexander L. San Francisco, CA
Belardi James Richard Hamilton, Bermuda
Boersma Travis Tempe, AZ
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO Hilversum, Netherlands Q3 2025
BURKE RICHARD T Medina, MN
BlueSky Wealth Advisors, LLC New Bern, NC Q3 2025
Benchstone Capital Management LP New York, NY Q3 2025
Buck Wealth Strategies, LLC Denver, CO Q3 2025
Brio Consultants, LLC San Francisco, CA Q3 2025
Bentley Keith A. Exton, PA
Berman McAleer LLC Timonium, MD Q3 2025
Boulay Financial Advisors, LLC Eden Prairie, MN Q3 2025
Blueprint Investment Partners LLC Greensboro, NC Q3 2025
Brooklyn Investment Group New York, NY Q3 2025
Blue Edge Capital, LLC Richmond, VA Q3 2025
Beacon Capital Management, LLC Franklin, TN Q3 2025
Biltmore Family Office, LLC Charlotte, NC Q3 2025
BALLMER STEVEN A Bellevue, WA
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Boca Raton, FL Q3 2025
Banco BTG Pactual S.A. Rio De Janeiro, Brazil Q3 2025
BANK LEUMI LE ISRAEL BM Tel Aviv Israel, Israel
BEACH INVESTMENT COUNSEL INC/PA West Conshohocken, PA Q1 2025
Breakwater Capital Group Paramus, NJ Q3 2025
Bisignano Frank Watchung, NJ
BAM Re Holdings Ltd. Pembroke, Bermuda
Bentley Raymond B. Exton, PA
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Blue Bell, PA Q3 2025
Belmont Capital, LLC Los Angeles, CA Q2 2025
BRANDYWINE TRUST CO Hockessin, DE Q3 2025
Battery Management Corp. Boston, MA Q3 2025
BTR CAPITAL MANAGEMENT INC Oakland, CA Q3 2022
Blue Fin Capital, Inc. Warren, RI Q3 2025
Berman Capital Advisors, LLC Atlanta, GA Q3 2021
BEACON TRUST CO Morristown, NJ Q1 2017
B & T Capital Management DBA Alpha Capital Management Austin, TX Q3 2025
Bellecapital International Ltd. Zurich, Switzerland Q3 2025
Beck Bode, LLC Dedham, MA Q3 2025
Braver Wealth Management, LLC Needham, MA Q4 2016
Bell Investment Advisors, Inc Orinda, CA Q3 2025
Broad Run Investment Management, LLC Arlington, VA Q3 2025
Bleichroeder LP New York, NY Q3 2025
Bricktown Capital, LLC Detroit, MI Q3 2025
Bellwether Advisors, LLC Lincoln, NE Q3 2025
BURLING WEALTH PARTNERS, LLC Chicago, IL Q3 2025
BINDLEY WILLIAM E Indianapolis, IN
BRASS TAX WEALTH MANAGEMENT, INC Cincinnati, OH Q3 2025
Biltmore Capital Advisors LLC Princeton, NJ Q4 2021
BAIN CAPITAL VENTURE INVESTORS, LLC Boston, MA Q3 2025
Boston Standard Wealth Management, LLC Winchester, MA Q3 2025
BRC Investment Management LLC Greenwood Village, CO Q3 2016
BB&T INVESTMENT SERVICES, INC. Charlotte, NC Q4 2017
BRASADA CAPITAL MANAGEMENT, LP Houston, TX Q3 2025
Bessemer Venture Partners IX L.P. Larchmont, NY
Baker Chad R Perrysburg, OH Q3 2025
BEARING POINT CAPITAL, LLC Bloomington, MN Q3 2025
Balboa Wealth Partners Scottsdale, AZ Q3 2025
BWCP, LP Dallas, TX Q3 2025
Brickley Wealth Management San Mateo, CA Q3 2025
Brouwer & Janachowski, LLC Mill Valley, CA Q3 2021
black-and-white Capital LP Los Angeles, CA Q2 2021
BANC FUNDS CO LLC Chicago, IL Q3 2025
BENACIN PHILIPPE New York, NY
Black Swift Group, LLC Boulder, CO Q3 2025
Barber Financial Group, Inc. Lenexa, KS Q1 2023
Beverly Hills Private Wealth, LLC Beverly Hills, CA Q3 2025
Bitfury Top HoldCo B.V. Amsterdam, Noord Holland Q3 2025
Bremer Bank National Association St Paul, MN Q1 2025
BOYD WILLIAM S Las Vegas, NV
Brady Martz Wealth Solutions, LLC Grand Forks, ND Q3 2025
BOURGEON CAPITAL MANAGEMENT LLC Darien, CT Q3 2025
BX SWT ML Holdco LLC New York, NY
Broad Peak Investment Holdings Ltd. Singapore, Singapore Q1 2024
Blue Pool Capital Ltd Causeway Bay, Hong Kong Q4 2024
Broderick Brian C Boston, MA Q3 2025
Bienville Capital Management, LLC New York, NY Q3 2025
Baralonco Ltd Road Town, Tortola, Virgin Islands, British
Blume Capital Management, Inc. Berkeley, CA Q3 2025
Bentley Barry J. Exton, PA
Bridgecreek Investment Management, LLC Tulsa, OK Q4 2023
Banon Shay Mountain View, CA
BRIGHT ROCK CAPITAL MANAGEMENT, LLC Hanover, MA Q3 2025
Bernardo Wealth Planning LLC Harleysville, PA Q3 2025
Buffington Mohr McNeal Boise, ID Q1 2025
Balefire, LLC Dallas, TX Q3 2025
Blue Zone Wealth Advisors, LLC Los Angeles, CA Q3 2025
BRADLEY S JACOBS Greenwich, CT
BARTON RICHARD N Seattle, WA
BEDEL FINANCIAL CONSULTING INC Indianapolis, IN Q3 2023
BCM ADVISORS, LLC Lafayette, LA Q3 2025
Bayesian Capital Management, LP Brooklyn, NY Q3 2025
Bedell Frazier Investment Counselling, LLC Walnut Creek, CA Q3 2025
Breon Eric White Salmon, WA
Broadleaf Partners, LLC Hudson, OH Q3 2025
BF Bank Partners LP Oklahoma City, OK
Bender Joel Houston, TX
BURKE & HERBERT BANK & TRUST CO Alexandria, VA Q3 2025
Beacon Bank & Trust Boston, MA Q3 2025
Blueprint Financial Advisors LLC Greensboto, NC Q3 2025
BENDER ROBERT & ASSOCIATES Pasadena, CA Q3 2025
BENEDICT FINANCIAL ADVISORS INC Atlanta, GA Q3 2025
Bender Scott Houston, TX
BREMER TRUST NATIONAL ASSOCIATION St. Cloud, MN Q4 2018
Blankinship & Foster, LLC Solana Beach, CA Q3 2025
Bison Wealth, LLC Atlanta, GA Q4 2024
BOSTON RESEARCH & MANAGEMENT INC Manchester, MA Q3 2025
BRANT POINT INVESTMENT MANAGEMENT LLC New York, NY Q3 2025
Boxer Capital Management, LLC San Diego, CA Q3 2025
Brooklyn FI, LLC New York, NY Q3 2025
BUILDER INVESTMENT GROUP INC /ADV Atlanta, GA Q3 2025
BCS Wealth Management Johnson City, TN Q3 2025
Blackstone Capital Partners VII (IPO) NQ L.P. New York, NY
Blackstone Capital Partners VII NQ L.P. New York, NY
BAROMETER CAPITAL MANAGEMENT INC. Toronto Q3 2025
Bulldog Investors, LLP Saddle Brook, NJ Q3 2025
Barry Investment Advisors, LLC New Bedford, MA Q3 2025
BAKER TILLY WEALTH MANAGEMENT, LLC Madison, WI Q3 2025
Bank of New Hampshire Laconia, NH Q3 2025
BECK CAPITAL MANAGEMENT, LLC Austin, TX Q3 2025
Bank of Kentucky, Inc. Crestview Hills,, KY Q1 2015
Beacon Financial Advisory LLC Cleveland, OH Q3 2025
Bridgewealth Advisory Group, LLC Fresno, CA Q3 2025
Bluescape Energy Partners LLC Dallas, TX Q3 2025
Beacon Harbor Wealth Advisors, Inc. Virginia Beach, VA Q3 2025
Bulltick Wealth Management, LLC Miami, FL Q3 2025
Berkeley Capital Partners, LLC Milton, GA Q3 2025
Benin Management CORP Wilton, CT Q3 2025
BetterWealth, LLC San Jose, CA Q3 2025
B.O.S.S. Retirement Advisors, LLC Lehi, UT Q3 2025
Beirne Wealth Consulting Services, LLC Shelton, CT Q3 2025
Ballast, Inc. Lexington, KY Q3 2025
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund London, United Kingdom Q3 2021
BRAVE ASSET MANAGEMENT INC Summit, NJ Q3 2025
BigSur Wealth Management LLC Miami, FL Q3 2025
Birnam Oak Advisors, LP New York, NY Q3 2025
Burt Wealth Advisors North Bethesda, MD Q3 2025
BOENNING & SCATTERGOOD, INC. West Conshohocken, PA Q4 2022
Balance Wealth, LLC Delaware, OH Q3 2025
Broadfin Capital, LLC New York, NY Q4 2019
Burleson & Company, LLC Petaluma, CA Q4 2022
BNC WEALTH MANAGEMENT, LLC Beaverton, OR Q3 2025
BASKETT FOREST Menlo Park, CA
BIRINYI ASSOCIATES INC Westport, CT Q3 2025
BROWN, LISLE/CUMMINGS, INC. Providence, RI Q3 2025
Benchmark Capital Management Co. VIII, L.L.C. Woodside, CA
Bill Few Associates, Inc. Sewickley, PA Q3 2025
BROWN J POWELL Daytona Beach, FL
BCGM Wealth Management, LLC Lafayette, IN Q3 2025
Battery Partners XI, LLC Boston, MA
Blackstone Holdings I/II GP L.L.C. New York, NY
Blackstone Management Associates VII NQ L.L.C. New York, NY
BX Tempo ML Holdco 1 L.P. New York, NY
BOCHK Asset Management Ltd Hong Kong, Hong Kong Q3 2025
BARD ASSOCIATES INC Chicago, IL Q3 2025
Boltwood Capital Management Walnut Creek, CA Q3 2025
Bridge City Capital, LLC Lake Oswego, OR Q3 2025
BankPlus Trust Department Jackson, MS Q3 2025
BridgePort Financial Solutions, LLC Fairfield, IA Q3 2025
Bay Harbor Wealth Management, LLC Hunt Valley, MD Q3 2025
Bray Capital Advisors Naples, FL Q4 2024
BAINUM STEWART JR Fulton, MD
BEAM WEALTH ADVISORS, INC. Covington, LA Q3 2025
Bell Asset Management Ltd Melbourne, Australia Q3 2025
Buckley Wealth Management, LLC Las Vegas, NV Q3 2025
Bray Jesse K Coppell, TX
Bowling Portfolio Management LLC Cincinnati, OH Q3 2022
BALLAST ADVISORS LLC Woodbury, MN Q3 2025
Brightstar Associates LLC Kansas City, MO
BLUE ARROW CAPITAL MANAGEMENT LLC New York, NY Q3 2015
Bridge Creek Capital Management LLC West Barnstable, MA Q3 2025
BURNHAM ASSET MANAGEMENT CORP /NY/ New York, NY Q2 2016
BUTENSKY & COHEN FINANCIAL SECURITY, INC Ponte Vedra Beach, FL Q3 2025
BLKBRD Asset Management, LP Old Greenwich, CT Q3 2025
Broad Peak Investment Advisers Pte Ltd Singapore, Singapore Q3 2025
BT Wealth Management LLC Atlanta, GA Q2 2022
BROWN WEALTH MANAGEMENT, LLC Naperville, IL Q3 2025
Brennan William Joseph San Jose, CA
Brand Asset Management Group, Inc. Chesterfield, MO Q3 2025
BOS Asset Management, LLC Springfield, IL Q3 2025
Brackey Killian Minneapolis, MN
Brown Miller Wealth Management, LLC Mclean, VA Q3 2025
BANK OF STOCKTON Stockton, CA Q3 2025
Bayberry Capital Partners LP New York, NY Q3 2025
BOSTON OMAHA Corp Omaha, NE
Bridgefront Capital, LLC Austin, TX Q3 2025
BWM Planning, LLC The Woodlands, TX Q3 2025
BOYD WATTERSON ASSET MANAGEMENT LLC/OH Cleveland, OH Q3 2025
Bare Financial Services, Inc Gap, PA Q3 2025
BENTLEY GREGORY S Exton, PA
BCWM, LLC Overland Park, KS Q3 2025
Buska Wealth Management, LLC Wausau, WI Q3 2025
Bond & Devick Financial Network, Inc. St. Louis Park, MN Q3 2025
Benchmark Financial Wealth Advisors, LLC Boca Raton, FL Q3 2025
Bandera Partners LLC Brooklyn, NY Q3 2025
BERKSHIRE CAPITAL HOLDINGS INC San Jose, CA Q3 2025
Bouvel Investment Partners, LLC Phoenixville, PA Q3 2025
Blueshift Asset Management, LLC Red Bank, NJ Q3 2025
BROADVIEW ADVISORS LLC Milwaukee, WI Q2 2019
BRADY FAMILY WEALTH, LLC Saint Louis, MO Q3 2025
Bruce & Co., Inc. Chicago, IL Q3 2025
BECKWITT RICHARD Miami, FL
Blue Owl Capital Holdings LP New York, NY Q3 2025
BLOCKHOUSE CAPITAL MANAGEMENT LP New York, NY Q1 2018
BEP Diamond Topco L.P. New York, NY
BAIN CAPITAL CREDIT MEMBER, LLC Boston, MA Q1 2017
Bain Capital Credit, LP Boston, MA Q3 2025
BAKER G LEONARD JR Palo Alto, CA
BDT CAPITAL PARTNERS, LLC Chicago, IL Q3 2025
Botein Matthew Greenwich, CT Q3 2025
Berkeley, Inc Boise, ID Q3 2025
BOUSBIB ARI Hartford, CT
BENNETT LAWRENCE MANAGEMENT L L C/NY New York, NY Q4 2015
BUSI II-C L.P. New York, NY
BlackBarn Capital Partners LP New York, NY Q3 2025
Briaud Financial Planning, Inc College Station, TX Q3 2025
Bell & Brown Wealth Advisors, LLC Newport Beach, CA Q3 2025
BOONE CAPITAL MANAGEMENT LLC Atlanta, GA Q3 2025
BONNESS ENTERPRISES INC Washington, DC Q3 2025
Biechele Royce Advisors Fishers, IN Q3 2024
Borer Denton & Associates, Inc. Blue Bell, PA Q3 2025
BENNETT SELBY INVESTMENTS LP Falmouth, ME Q3 2025
Baron Wealth Management LLC Troy, MI Q3 2025
BAKER BOYER NATIONAL BANK Walla Walla, WA Q3 2025
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Bear Mountain Capital, Inc. Seattle, WA Q3 2025
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BUNCE JOHN L JR Bellevue, WA
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Buttonwood Financial Advisors Inc. Baltimore, MD Q3 2025
BURKETT FINANCIAL SERVICES, LLC Rock Hill, SC Q3 2025
BBAI Ultimate Holdings, LLC Palo Alto, CA
B&I Capital AG Zurich, Switzerland Q3 2025
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Beacon Wealthcare LLC Raleigh, NC Q3 2025
BCR Wealth Strategies, LLC Vestavia, AL Q3 2025
BROWN FORMAN CORP Louisville, KY
Bank OZK Little Rock, AR Q3 2025
BOURNE LENT ASSET MANAGEMENT INC Pawling, NY Q3 2025
Beacon Bridge Wealth Partners, LLC Lower Gwynedd, PA Q3 2025
BBJS FINANCIAL ADVISORS, LLC Seattle, WA Q3 2024
BCS Private Wealth Management, Inc. Rumson, NJ Q3 2025
BUCKHEAD CAPITAL MANAGEMENT LLC Atlanta, GA Q3 2025
Boothe Investment Group, Inc. Dover, DE Q3 2025
BEDDOW CAPITAL MANAGEMENT INC Jackson, WY Q3 2025
BKM Wealth Management, LLC Brookfield, WI Q3 2025
Breakwater Investment Management Seattle, WA Q3 2025
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Brookfield Multi-Strategy Master Fund LP New York, NY
Barbara Oil Co. Chicago, IL Q3 2025
BHK Investment Advisors, LLC Birmingham, AL Q3 2025
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BancFirst Trust & Investment Management Oklahoma City, OK Q3 2025
BluePointe Capital Management, LLC Menlo Park, CA Q1 2025
Biltmore Wealth Management, LLC Tempe, AZ Q3 2025
BIP Alliance, LLC Atlanta, GA Q2 2025
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BLUESTEM FINANCIAL ADVISORS, LLC Champaign, IL Q3 2025
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Bigelow Investment Advisors, LLC Portland, ME Q3 2025
BCU Wealth Advisors, LLC Vernon Hills, IL Q3 2025
BEACON INVESTMENT ADVISORS LLC Gaithersburg, MD Q3 2025
BRIGHTLINE CAPITAL MANAGEMENT, LLC Miami, FL Q3 2025
Baldrige Asset Management LLC Allentown, PA Q1 2023
BDCM CT, L.L.C. Stamford, CT Q2 2025
Bancel Stephane Cambridge, MA
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Bull Oak Capital, LLC Rancho Santa Fe, CA Q3 2025
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BAYSHORE ASSET MANAGEMENT, LLC Coral Gables, FL Q3 2025
Berry Street Capital Management LLP London, United Kingdom Q3 2023
Boyd Wealth Management, LLC Sacramento, CA Q3 2025
Buttonwood Financial Group, LLC Kansas City, MO Q3 2025
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BALANCED WEALTH GROUP LLC Westlake, OH Q3 2025
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Bregman Steven New York, NY
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Benchmark Wealth Management, LLC Old Lyme, CT Q2 2025
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Beaton Management Co. Inc. Haverhill, MA Q3 2025
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Bluesphere Advisors, LLC East Norriton, PA Q3 2025
BURRUS FINANCIAL SERVICES, INC. Salt Lake City, UT Q3 2025
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL Birmingham, AL Q3 2025
BELLEVUE ASSET MANAGEMENT, LLC Bellevue, WA Q3 2025
Boulder Wealth Advisors, LLC Boulder, CO Q3 2025
BLOOM TREE PARTNERS, LLC New York, NY Q2 2023
Bull Street Advisors, LLC Savannah, GA Q3 2025
Beech Hill Advisors, Inc. New York, NY Q3 2025
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Battery Global Advisors, LLC Boston, MA Q3 2025
BERNZOTT CAPITAL ADVISORS Camarillo, CA Q3 2025
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Bindley Capital Partners I, LLC Indianapolis, IN
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BCC EnVen Investments (S), L.P. Boston, MA
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Black Knight, Inc. Jacksonville, FL
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Benedetti & Gucer, Inc. Atlanta, GA Q1 2024
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT Texarkana, TX Q3 2025
BYRNE FINANCIAL FREEDOM, LLC Franklin, MA Q3 2025
Baugh & Associates, LLC Atlanta, GA Q3 2025
Bank of Jackson Hole Trust Jackson, WY Q3 2025
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Banque de Luxembourg S.A. Luxembourg, Luxembourg Q3 2025
BIRCHBROOK, INC. Bangor, ME Q3 2025
BEACON FINANCIAL PLANNING, INC Hyannis, MA Q3 2025
Brown Financial Advisory Fairhope, AL Q3 2025
Bullseye Asset Management LLC Denver, CO Q3 2025
Blue Oak Capital, LLC Menlo Park, CA Q2 2025
Brown Shipley& Co Ltd London, United Kingdom Q3 2025
Brody Paul Jonathan Greenwich, CT
BRILLIANCE ASSET MANAGEMENT LTD Admiralty, Hong Kong, Hong Kong Q3 2025
Burk Holdings LLC Tulsa, OK Q3 2025
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BROOKS, MOORE & ASSOCIATES, INC. Chattanooga, TN Q3 2025
BCK Partners, Inc. Corning, NY Q3 2025
BRIDGER MANAGEMENT, LLC New York, NY Q3 2025
Boomfish Wealth Group, LLC Alpharetta, GA Q3 2025
Brueske Advisory Services, LLC Bellevue, WA Q3 2025
BlackDiamond Wealth Management, LLC New York, NY Q3 2025
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BARNES PETTEY FINANCIAL ADVISORS, LLC Clarksdale, MS Q3 2025
Barnes Wealth Management Group, Inc Bakersfield, CA Q3 2025
BRIGADE CAPITAL MANAGEMENT, LP New York, NY Q3 2025
BRIDGES INVESTMENT COUNSEL INC/ Omaha, NE Q4 2017
BPP HoldCo LLC New York, NY
Brown Kirk Norman Portland, OR
Bradley & Co. Private Wealth Management, LLC Miami, FL Q3 2025
Brookmont Capital Management Dallas, TX Q3 2025
Ballew Advisors, Inc Jackson, MS Q3 2025
BIEGEL & WALLER LLC Columbia, MD Q3 2019
Borden Teresa A. Las Vegas, NV
Broadway Wealth Solutions, Inc. San Antonio, TX Q3 2025
Beijing Teamsun Technology Co. Ltd. Beijing, China
BANGA AJAY New York, NY
Blue Door Asset Management, LLC Stamford, CT Q3 2025
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Baszucki Gregory San Mateo, CA
BRIGGS ADVISORY GROUP, INC. Lincoln, RI Q3 2023
Bastion Asset Management Inc. Montreal, Canada (Federal Level) Q3 2025
BENNICAS & ASSOCIATES, INC. Portola Valley, CA Q4 2022
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Binnacle Investments Inc Urbandale, IA Q3 2025
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BIRCH FINANCIAL GROUP, LLC Keene, NH Q3 2025
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Beacon Financial Strategies CORP Raleigh, NC Q3 2025
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BUSH INVESTMENT GROUP, LLC Valdosta, GA Q3 2025
Blackston Financial Advisory Group, LLC The Villages, FL Q3 2025
Baumgarten Joshua Wilmington, DE
BVF PARTNERS L P/IL San Francisco, CA Q3 2025
Bayview Legacy, LLC Campbell, CA
BBRC INTERNATIONAL PTE LTD Singapore
Blue Investment Opportunities, LLC - Project Breeze Series 1 Miami Beach, FL Q3 2025
BRIGHTLIGHT CAPITAL MANAGEMENT LP Westport, CT Q3 2025
Bessemer Venture Partners X L.P. Larchmont, NY
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Bullseye Investment Management, LLC Cincinnati, OH Q2 2025
BEISER SCOTT L Los Angeles, CA
Bird B. AG Zug, Switzerland
Beaverhead Capital, LLC Wichita, KS
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Berbice Capital Management LLC Melville, NY Q3 2025
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BOYAR ASSET MANAGEMENT INC. New York, NY Q3 2025
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BANKERS TRUST CO OF SOUTH DAKOTA Des Moines, IA Q2 2014
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Baring Financial LLC Bellingham, WA Q3 2025
Brightwater Advisory LLC Tampa, FL Q3 2025
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BROADWATER CAPITAL MANAGEMENT LLC Boston, MA Q3 2025
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Breakout Capital Partners, LP New York, NY Q3 2025
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Blue Chip Wealth Management, Inc. Miami Beach, FL Q3 2020
BENNINGFIELD FINANCIAL ADVISORS, LLC San Francisco, CA Q3 2025
BRIGHT VALLEY CAPITAL Ltd Hong Kong, Hong Kong Q3 2025
BK Canada Holdings Inc. Toronto, Ontario, Canada
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Barry Richard San Rafael, CA
Baroda Ventures LLC Beverly Hills, CA
BROWN GREGORY Q Chicago, IL
Battery Ventures IX, L.P. Boston, MA
Boyce & Associates Wealth Consulting, Inc. Cedar Park, TX Q3 2025
Bredin Investment LLC Wilmington, DE Q4 2019
B CAPITAL GROUP MANAGEMENT, L.P. Manhattan Beach, CA
Barden Capital Management, Inc. Austin, TX Q3 2025
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Brickman James R. Dallas, TX
Blacksheep Fund Management Ltd Co. Dublin Q3 2025
Bluescape Riley Exploration Holdings LLC Dallas, TX
BERMAN STEVEN L Colmar, PA
BLVD Private Wealth, LLC Prospect, KY Q3 2025
Brown George Garvin IV Louisville, KY
Boggild Carl Claus Newport, RI
Brudnick Jonathan A. New York, NY
BLALOCK WILLIAMS, LLC Alexander City, AL Q3 2025
Berenson Bradford Fort Worth, TX
Broyhill Asset Management, LLC Charlotte, NC Q3 2025
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Blackstone Holdings I L.P. New York, NY
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Battery Ventures Select Fund I, L.P. Boston, MA
Brem Monte M New York, NY
Benefit Street Partners LLC New York, NY Q3 2023
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Beshar Peter J New York, NY
Battery Partners IX, LLC Boston, MA Q3 2020
Basham Owen New York, NY
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Bios Equity COF, LP Fort Worth, TX
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BML Capital Management, LLC Zionsville, IN Q3 2025
Bristol County Savings Bank Taunton, MA Q4 2017
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Blackstone Private Multi-Asset Credit & Income Fund New York, NY
BRX Global LP Greenwich, CT Q3 2025
Boreal Capital Management LLC Miami, FL Q2 2025
BINGHAM PRIVATE WEALTH, LLC San Francisco, CA Q2 2025
BRANDYWINE MANAGERS, LLC Hockessin, DE Q3 2025
BIDZOS D JAMES Reston, VA
BXM Wealth LLC Englewood, CO Q3 2025
Board of the Pension Protection Fund Croydon, United Kingdom Q3 2025
Bain Capital DCB Investments, LP Boston, MA
Bright Force Investment, LLC Grapevine, TX
BOSTON PROVIDENT, L.P. Englewood, NJ Q3 2015
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BX CQP Target Holdco L.L.C. New York, NY
BCK CAPITAL MANAGEMENT LP Stamford, CT Q3 2025
Berkshire Partners LLC Boston, MA Q3 2025
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BLITZER MICHAEL New York, NY
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Bain Capital DCB Investments (GP), LLC Boston, MA
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BlueArc Capital Management, LLC Atlanta, GA
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BUSSE KEITH E Fort Wayne, IN
BAYOU CITY ENERGY MANAGEMENT LLC Houston, TX Q4 2018
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Brazeal Mark David Palo Alto, CA
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BALLSCHMIEDE RONALD A The Woodlands, TX
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BROWN WILLIAM E Lafayette, CA
BAKER JOHN D II Jacksonville, FL
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BOURLA ALBERT New York, NY
Brown Campbell P Louisville, KY
BCM Europe AG Zurich, Switzerland
BLEGEN THEODORE Kirkland, WA
Bartlett Daniel J Bentonville, AR
Bradford Zachary Woods Cross, UT
BLACK DOUG Roswell, GA
BARTEL RALPH 6612 Ascona, Switzerland
BLUNDIN DAVID B Mclean, VA
Boyle Capital Management, L.L.C. West Des Moines, IA Q3 2016
Biocon Ltd Karnataka, India
BRANCH SCOTT J Attamonte Springs, FL
Bates Jonathan Robert Las Vegas, NV
BARRACK THOMAS JR Los Angeles, CA
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Bachman Richard Lynn Reno, NV
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Braeside Investments, LLC Dallas, TX Q3 2014
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BPP Energy Partners LLC New York, NY
Bagley Brittany Santa Barbara, CA
BRUNO ELIZABETH P Milwaukee, WI
BACON ASHLEY New York, NY
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BHATIA MANISH H Boise, ID
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BROUGHTON THOMAS A Birmingham, AL
Bawabeh Morris Brooklyn, NY
Bergh Charles V Palo Alto, CA
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Bhalla Ajay Purchase, NY
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BCTG Holdings, LLC San Diego, CA
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BUTLER HELEN RANKIN Mayfield Heights, OH
Booth Kenneth Southfield, MI
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Begor Mark W Atlanta, GA
Baird Melissa San Francisco, CA
Bromberg Matthew S San Francisco, CA
BIENAIME JEAN JACQUES Palo Alto, CA
BANCROFT PHILIP V
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BANKS LEE C Cleveland, OH
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Babinec Martin Dublin, CA
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Buckminster Douglas E. New York, NY
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BURNS M MICHELE New York, NY
Beryl Capital Management LLC Redondo Beach, CA Q3 2025
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BARBOUR D. SCOTT Hilliard, OH
Buser Curtis L. San Francisco, CA
BCP GP Ltd Toronto, Ontario, Canada
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Bartel Danny J Olathe, KS
Braunstein Douglas L New York, NY
Barnard Stephen J Oxnard, CA
BAY MOGENS C Omaha, NE
BERGMAN STANLEY M Melville, NY
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BlueMar Capital Management, LLC Miami, FL Q3 2024
BMI CAPITAL CORP New York, NY Q3 2014
Bednar Andrew New York, NY
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BERNSTEIN DANIEL West Orange, NJ
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BAIRD W BLAKE Honolulu, HI
BUSTER H CLIFFORD III Lexington, KY
Brown Kevin D. New York, NY
BOSSELMANN RAINER H Arlington, VA
Bancreek Capital Management, LP Santa Monica, CA Q3 2025
Baker Hughes Holdings LLC Houston, TX Q3 2024
Bonakdarpour Mahtiyar Columbus, OH
Barchas Isaac Dallas, TX
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Booth Gwen H. Scottsdale, AZ
Bergsma Gus Exton, PA
BOLTON H ERIC JR Germantown, TN
BRONSON STEVEN N
Briggs Andrew J Archbold, OH
BERMAN LYLE Minnetonka, MN
Brown Jay A. Houston, TX
BERGERON DANIEL A
BANK OF KOREA Seoul, Korea, Republic of Q3 2024
Biggs M. Brett Cincinnati, OH
Brock James A Canonsburg, PA
BRUKER CORP Billerica, MA
BERG JEFFREY Reno, NV
BRANDT ERIC Fremont, CA
Bertolini Mark T Hartford, CT
BOUDREAUX GAIL Indianapolis, IN
BENJAMIN JEFFREY D New York, NY
Broadcrest Asset Management, LLC Winter Park, FL Q3 2025
BROUSSARD BRUCE D Louisville, KY
Bass David New York, NY
Bristol Advisors, LLC Conshohocken, PA Q1 2019
Ball Antony C Northlands, South Africa

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