| HSBC HOLDINGS PLC |
London |
Q1 2026 |
2,404 |
$167.73B |
| HighTower Advisors, LLC |
Chicago, IL |
Q4 2025 |
3,638 |
$91.43B |
| HARRIS ASSOCIATES L P |
Chicago, IL |
Q4 2025 |
167 |
$78.81B |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
Toronto, Ontario, Canada |
Q4 2025 |
1,352 |
$59.08B |
| Holocene Advisors, LP |
New York, NY |
Q4 2025 |
724 |
$47.41B |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
Los Angeles, CA |
Q4 2025 |
462 |
$33.41B |
| HRT FINANCIAL LP |
New York, NY |
Q4 2025 |
3,108 |
$31.69B |
| Handelsbanken Fonder AB |
Stockholm, Sweden |
Q1 2026 |
1,491 |
$30B |
| HHLR ADVISORS, LTD. |
Grand Cayman, Cayman Islands |
Q4 2025 |
33 |
$28.11B |
| H&H International Investment, LLC |
Palo Alto, CA |
Q4 2025 |
14 |
$17.49B |
| Hudson Bay Capital Management LP |
Stamford, CT |
Q4 2025 |
1,021 |
$17.46B |
| HUNTINGTON NATIONAL BANK |
Columbus, OH |
Q4 2025 |
4,309 |
$16.66B |
| HB Wealth Management, LLC |
Atlanta, GA |
Q1 2026 |
1,526 |
$15.41B |
| Harel Insurance Investments & Financial Services Ltd. |
Ramat Gan |
Q4 2025 |
426 |
$11.55B |
| HARDING LOEVNER LP |
Bridgewater, NJ |
Q4 2025 |
76 |
$11.37B |
| Haverford Trust Co |
Radnor, PA |
Q4 2025 |
409 |
$11.21B |
| HERSHEY TRUST CO |
Hershey, PA |
Q4 2025 |
5 |
$10.66B |
| HNA Tourism Group Co., Ltd. |
Haikou, China |
Q4 2017 |
4 |
$9.94B |
| HBK INVESTMENTS L P |
Dallas, TX |
Q4 2025 |
164 |
$9.24B |
| Hood River Capital Management LLC |
Palm Beach Gardens, FL |
Q4 2025 |
175 |
$9.12B |
| HORIZON KINETICS ASSET MANAGEMENT LLC |
New York, NY |
Q4 2025 |
322 |
$8.89B |
| Horizon Investments, LLC |
Charlotte, NC |
Q4 2025 |
1,291 |
$7.89B |
| Howard Capital Management Inc. |
Roswell, GA |
Q4 2025 |
426 |
$7.18B |
| HM PAYSON & CO |
Portland, ME |
Q1 2026 |
1,125 |
$6.93B |
| HANTZ FINANCIAL SERVICES, INC. |
Southfield, MI |
Q4 2025 |
2,400 |
$6.79B |
| HL FINANCIAL SERVICES LLC |
Louisville, KY |
Q1 2019 |
728 |
$6.5B |
| Harvest Portfolios Group Inc. |
Oakville, Ontario, Canada |
Q4 2025 |
254 |
$5.75B |
| HANCOCK WHITNEY CORP |
Gulfport, MS |
Q4 2025 |
770 |
$5.55B |
| HARBOUR INVESTMENTS, INC. |
Madison, WI |
Q4 2025 |
3,861 |
$4.93B |
| Homrich & Berg |
Atlanta, GA |
Q3 2021 |
472 |
$4.46B |
| HBK Sorce Advisory LLC |
Erie, PA |
Q4 2025 |
626 |
$4.35B |
| H&F Corporate Investors X, Ltd. |
San Francisco, CA |
Q4 2025 |
1 |
$4.18B |
| Hamlin Capital Management, LLC |
New York, NY |
Q1 2026 |
30 |
$4.14B |
| HOMESTEAD ADVISERS CORP |
Arlington, VA |
Q4 2025 |
107 |
$3.78B |
| HUB Investment Partners, LLC |
Austin, TX |
Q4 2025 |
847 |
$3.66B |
| Hillsdale Investment Management Inc. |
Toronto, Ontario, Canada |
Q4 2025 |
652 |
$3.62B |
| Hyperion Asset Management Ltd |
Brisbane |
Q4 2025 |
18 |
$3.58B |
| Himalaya Capital Management LLC |
Seattle, WA |
Q4 2025 |
9 |
$3.57B |
| HERITAGE INVESTORS MANAGEMENT CORP |
Bethesda, MD |
Q1 2026 |
249 |
$3.29B |
| Hancock Prospecting Pty Ltd |
West Perth |
Q4 2025 |
31 |
$3.25B |
| HARTFORD INVESTMENT MANAGEMENT CO |
Hartford, CT |
Q1 2026 |
495 |
$3.16B |
| Horizon Kinetics LLC |
New York, NY |
Q4 2018 |
472 |
$2.96B |
| Hirtle Callaghan & Co LLC |
West Conshohocken, PA |
Q4 2025 |
110 |
$2.94B |
| Hennion & Walsh Asset Management, Inc. |
Parsippany, NJ |
Q4 2025 |
926 |
$2.9B |
| HOLLENCREST CAPITAL MANAGEMENT |
Newport Beach, CA |
Q4 2025 |
1,138 |
$2.89B |
| Hosking Partners LLP |
London, United Kingdom |
Q1 2026 |
99 |
$2.79B |
| HENNESSY ADVISORS INC |
Novato, CA |
Q1 2026 |
278 |
$2.77B |
| Hill City Capital, LP |
Boston, MA |
Q4 2025 |
23 |
$2.65B |
| Harvest Fund Management Co., Ltd |
Beijing, China |
Q4 2025 |
596 |
$2.65B |
| Hill Path Capital LP |
New York, NY |
Q4 2025 |
7 |
$2.62B |
| Heritage Wealth Advisors |
Richmond, VA |
Q4 2025 |
589 |
$2.62B |
| HOWLAND CAPITAL MANAGEMENT LLC |
Boston, MA |
Q1 2026 |
262 |
$2.53B |
| HOLLAND CAPITAL MANAGEMENT LLC |
Chicago, IL |
Q2 2017 |
69 |
$2.28B |
| Highstreet Asset Management Inc. |
London, Ontario, Canada |
Q4 2019 |
650 |
$2.22B |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2025 |
290 |
$2.18B |
| HAWK RIDGE CAPITAL MANAGEMENT LP |
Los Angeles, CA |
Q4 2025 |
36 |
$2.17B |
| HighPoint Advisor Group LLC |
Downers Grove, IL |
Q4 2025 |
695 |
$2.16B |
| Heard Capital LLC |
Chicago, IL |
Q4 2025 |
21 |
$2.13B |
| Hardman Johnston Global Advisors LLC |
Stamford, CT |
Q4 2025 |
71 |
$2.1B |
| HARVARD MANAGEMENT CO INC |
Boston, MA |
Q4 2025 |
19 |
$2.08B |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
Long Beach, CA |
Q1 2026 |
358 |
$2.06B |
| HIGHLAND CAPITAL MANAGEMENT, LLC |
Memphis, TN |
Q1 2026 |
416 |
$1.89B |
| Helikon Investments Ltd |
London |
Q4 2025 |
17 |
$1.89B |
| HEARTLAND ADVISORS INC |
Milwaukee, WI |
Q4 2025 |
253 |
$1.86B |
| Hamilton Capital, LLC |
Columbus, OH |
Q2 2025 |
140 |
$1.82B |
| Charles D. Hyman |
Ponte Vedra Beach, FL |
Q2 2024 |
242 |
$1.79B |
| Hills Bank & Trust Co |
North Liberty, IA |
Q4 2025 |
340 |
$1.72B |
| Hilltop Holdings Inc. |
Dallas, TX |
Q4 2025 |
879 |
$1.66B |
| Hexavest Inc. |
Montreal, Quebec, Canada |
Q3 2021 |
217 |
$1.64B |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. |
Singapore, Singapore |
Q4 2025 |
95 |
$1.62B |
| HSG Holding Ltd |
NA, Hong Kong |
Q4 2025 |
19 |
$1.62B |
| HITE Hedge Asset Management LLC |
Braintree, MA |
Q4 2025 |
119 |
$1.57B |
| Hikari Tsushin, Inc. |
Tokyo, Japan |
Q4 2025 |
80 |
$1.54B |
| HOWE & RUSLING INC |
Rochester, NY |
Q1 2026 |
477 |
$1.53B |
| Howard Capital Management Group, LLC |
Los Angeles, CA |
Q1 2026 |
143 |
$1.51B |
| Hosking & Co Ltd |
Dublin, Ireland |
Q2 2015 |
137 |
$1.49B |
| HEITMAN REAL ESTATE SECURITIES LLC |
Chicago, IL |
Q4 2025 |
54 |
$1.42B |
| HMI Capital Management, L.P. |
San Francisco, CA |
Q4 2025 |
10 |
$1.41B |
| Hardy Reed LLC |
Tupelo, MS |
Q1 2026 |
243 |
$1.37B |
| Heck Capital Advisors, LLC |
Rhinelander, WI |
Q1 2026 |
202 |
$1.35B |
| HoldCo Asset Management, LP |
Fort Lauderdale, FL |
Q4 2025 |
29 |
$1.33B |
| Hilton Capital Management, LLC |
Garden City, NY |
Q4 2025 |
166 |
$1.33B |
| Hemenway Trust Co LLC |
Salem, NH |
Q4 2025 |
127 |
$1.31B |
| HARBOR INVESTMENT ADVISORY, LLC |
Lutherville, MD |
Q1 2026 |
1,224 |
$1.27B |
| Hudson Way Capital Management LLC |
Dallas, TX |
Q4 2025 |
17 |
$1.26B |
| HARBOR CAPITAL ADVISORS, INC. |
Chicago, IL |
Q1 2026 |
1,211 |
$1.23B |
| Hartford Funds Management Co LLC |
Wayne, PA |
Q4 2025 |
97 |
$1.22B |
| Hodges Capital Management Inc. |
Dallas, TX |
Q1 2026 |
201 |
$1.21B |
| Headlands Technologies LLC |
Chicago, IL |
Q4 2025 |
654 |
$1.2B |
| Heritage Financial Services, LLC |
Westwood, MA |
Q4 2025 |
126 |
$1.2B |
| Hikari Power Ltd |
Tokyo, Japan |
Q1 2026 |
51 |
$1.15B |
| Heartwood Wealth Advisors LLC |
Richmond, VA |
Q1 2026 |
223 |
$1.15B |
| HENGEHOLD CAPITAL MANAGEMENT LLC |
Cincinnati, OH |
Q1 2026 |
212 |
$1.14B |
| HAMILTON LANE ADVISORS LLC |
Conshohocken, PA |
Q1 2026 |
20 |
$1.13B |
| Harvey Partners, LLC |
Tarrytown, NY |
Q4 2025 |
43 |
$1.11B |
| Hightower 6M Holding, LLC |
Wichita, KS |
Q3 2022 |
234 |
$1.11B |
| Hackensack Meridian Health, Inc. |
Edison, NJ |
Q4 2025 |
7 |
$1.1B |
| Hook Mill Capital Partners, LP |
New York, NY |
Q4 2025 |
39 |
$1.06B |
| HighTower Trust Company, N.A. |
Houston, TX |
Q1 2023 |
221 |
$1.02B |
| Heritage Trust Co |
Oklahoma City, OK |
Q4 2025 |
294 |
$982.64M |
| HCR Wealth Advisors |
Los Angeles, CA |
Q1 2026 |
241 |
$964.36M |
| Harbour Trust & Investment Management Co |
Michigan City, IN |
Q1 2026 |
155 |
$942.79M |
| HBW ADVISORY SERVICES LLC |
Simi Valley, CA |
Q4 2025 |
424 |
$920.34M |
| HARVEY INVESTMENT CO LLC |
Louisville, KY |
Q1 2026 |
98 |
$909.49M |
| HARTLINE INVESTMENT CORP/ |
Winnetka, IL |
Q1 2026 |
112 |
$908.93M |
| HOWARD CAPITAL MANAGEMENT |
New York, NY |
Q4 2020 |
93 |
$891.34M |
| HOWARD FINANCIAL SERVICES, LTD. |
Dallas, TX |
Q1 2026 |
222 |
$887.94M |
| HTLF Bank |
Denver, CO |
Q4 2024 |
217 |
$884.84M |
| Hanson & Doremus Investment Management |
Burlington, VT |
Q1 2026 |
521 |
$869.24M |
| HHM Wealth Advisors, LLC |
Chattanooga, TN |
Q1 2026 |
873 |
$866.87M |
| Hill Investment Group Partners, LLC |
St. Louis, MO |
Q4 2025 |
50 |
$840.64M |
| HORAN CAPITAL MANAGEMENT |
Hunt Valley, MD |
Q4 2020 |
35 |
$794.29M |
| HRTG GPE, LLC |
Wilson, WY |
Q4 2025 |
5 |
$785.01M |
| High Probability Advisors, LLC |
Pittsford, NY |
Q1 2026 |
67 |
$781.39M |
| Hemington Wealth Management |
Falls Church, VA |
Q3 2025 |
1,509 |
$769.29M |
| HERALD INVESTMENT MANAGEMENT Ltd |
London |
Q4 2025 |
97 |
$765.53M |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
Pittsburgh, PA |
Q1 2026 |
274 |
$755.87M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. |
Fort Worth, TX |
Q4 2025 |
151 |
$745.1M |
| Hendershot Investments Inc. |
Centreville, VA |
Q1 2026 |
129 |
$743.7M |
| HOHIMER WEALTH MANAGEMENT, LLC |
Seattle, WA |
Q4 2025 |
312 |
$742.87M |
| Horst & Graben Wealth Management LLC |
Portland, OR |
Q1 2026 |
195 |
$725.8M |
| Hound Partners, LLC |
New York, NY |
Q4 2025 |
36 |
$721.29M |
| Human Investing LLC |
Lake Oswego, OR |
Q4 2025 |
95 |
$708.11M |
| Harbor Group, Inc. |
Bedford, NH |
Q1 2026 |
115 |
$692.01M |
| High Ground Investment Management LLP |
London, United Kingdom |
Q4 2025 |
6 |
$686.76M |
| HUDSON EDGE INVESTMENT PARTNERS INC. |
Jersey City, NJ |
Q1 2026 |
101 |
$684.25M |
| Horizon Wealth Management, LLC |
La Grange, IL |
Q1 2026 |
137 |
$682.19M |
| Huber Capital Management LLC |
El Segundo, CA |
Q4 2025 |
106 |
$678.99M |
| Hudock, Inc. |
Williamsport, PA |
Q4 2025 |
194 |
$678.68M |
| HOEY INVESTMENTS, INC |
Coatesville, PA |
Q1 2026 |
415 |
$677.58M |
| Harbor Advisors LLC |
West Palm Beach, FL |
Q4 2025 |
193 |
$665.8M |
| HERNDON CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q2 2017 |
197 |
$658.87M |
| Hamilton Point Investment Advisors, LLC |
Chapel Hill, NC |
Q4 2025 |
189 |
$657.72M |
| Heritage Investment Group, Inc. |
Pompano Beach, FL |
Q4 2025 |
127 |
$656.99M |
| Hillcrest Asset Management LLC |
Plano, TX |
Q4 2021 |
60 |
$656.23M |
| HORAN Wealth, LLC |
Cincinnati, OH |
Q4 2025 |
178 |
$650.91M |
| Hughes Financial Services, LLC |
Herndon, VA |
Q1 2026 |
1,720 |
$650.86M |
| Harraden Circle Investments, LLC |
New York, NY |
Q4 2025 |
180 |
$642.54M |
| HALSEY ASSOCIATES INC/CT |
New Haven, CT |
Q3 2019 |
107 |
$629.31M |
| HughesLittle Investment Management Ltd. |
Vancouver |
Q4 2025 |
14 |
$603.74M |
| Huntleigh Advisors, Inc. |
St. Louis, MO |
Q1 2026 |
282 |
$584.9M |
| HUTCHINSON CAPITAL MANAGEMENT/CA |
San Rafael, CA |
Q4 2025 |
98 |
$583.3M |
| Hoover Financial Advisors, Inc. |
Malvern, PA |
Q2 2021 |
638 |
$561.82M |
| HARTWELL J M LIMITED PARTNERSHIP |
New York, NY |
Q3 2019 |
88 |
$560.37M |
| Heirloom Wealth Management |
Greenwood Village, CO |
Q1 2026 |
87 |
$555.1M |
| Harfst & Associates, Inc. |
Sheridan, WY |
Q4 2025 |
111 |
$554.61M |
| Hexagon Capital Partners LLC |
Rogers, AR |
Q4 2025 |
78 |
$540.89M |
| Harvest Investment Services, LLC |
Oakbrook Terrace, IL |
Q4 2025 |
327 |
$530.01M |
| Hamilton Wealth, LLC |
Los Angeles, CA |
Q4 2025 |
116 |
$525.65M |
| Heron Bay Capital Management |
Bloomfield Hills, MI |
Q4 2025 |
112 |
$524.31M |
| Hefren-Tillotson, Inc. |
Pittsburgh, PA |
Q1 2022 |
13 |
$522.53M |
| Hazelview Securities Inc. |
Toronto, Ontario, Canada |
Q4 2025 |
42 |
$519.47M |
| High Note Wealth, LLC |
Deephaven, MN |
Q4 2025 |
908 |
$510.69M |
| Harbour Capital Advisors, LLC |
Tysons Corner, VA |
Q1 2026 |
280 |
$510.65M |
| Hobart Private Capital, LLC |
Charlotte, NC |
Q1 2026 |
132 |
$508.77M |
| Havemeyer Place LP |
Greenwich, CT |
Q4 2025 |
504 |
$507.35M |
| HEADINVEST, LLC |
Portland, ME |
Q4 2025 |
215 |
$502.85M |
| High Falls Advisors, Inc |
Rochester, NY |
Q4 2025 |
144 |
$493.63M |
| HOLDERNESS INVESTMENTS CO |
Greensboro, NC |
Q4 2025 |
254 |
$491.65M |
| Headwater Capital Co Ltd |
Hong Kong, China |
Q4 2025 |
17 |
$480.88M |
| Hedeker Wealth, LLC |
Lincolnshire, IL |
Q4 2025 |
87 |
$476.51M |
| HGC Investment Management Inc. |
Toronto, Ontario, Canada |
Q4 2025 |
161 |
$474.04M |
| HARVEY CAPITAL MANAGEMENT INC |
Palm Beach, FL |
Q4 2025 |
78 |
$468.93M |
| HOURGLASS CAPITAL, LLC |
Houston, TX |
Q4 2025 |
114 |
$463.68M |
| H/2 CREDIT MANAGER LP |
Stamford, CT |
Q4 2025 |
19 |
$456.61M |
| Horiko Capital Management LLC |
New York, NY |
Q4 2025 |
17 |
$453.53M |
| Halter Ferguson Financial Inc. |
Carmel, IN |
Q1 2026 |
36 |
$452.28M |
| Herold Advisors, Inc. |
New York, NY |
Q4 2025 |
247 |
$447.48M |
| Hunter Perkins Capital Management, LLC |
Lombard, IL |
Q4 2025 |
116 |
$432.45M |
| High Net Worth Advisory Group LLC |
Naples, FL |
Q1 2026 |
244 |
$428.77M |
| HFR Wealth Management, LLC |
Niskayuna, NY |
Q4 2025 |
50 |
$423.6M |
| Hilltop National Bank |
Casper, WY |
Q1 2026 |
795 |
$420.5M |
| Hurlow Wealth Management Group, Inc. |
Bloomington, IN |
Q1 2026 |
120 |
$420.09M |
| HARRELL INVESTMENT PARTNERS, LLC |
Austin, TX |
Q1 2026 |
144 |
$419.18M |
| HILL ISLAND FINANCIAL LLC |
Grand Rapids, MI |
Q4 2025 |
80 |
$417.88M |
| HUSSMAN STRATEGIC ADVISORS, INC. |
Ellicott City, MD |
Q4 2025 |
252 |
$413.73M |
| HWG Holdings LP |
Houston, TX |
Q4 2025 |
47 |
$412.71M |
| HOME FEDERAL BANK OF TENNESSEE |
Knoxville, TN |
Q1 2026 |
94 |
$399.86M |
| Hartford Financial Management Inc. |
West Hartford, CT |
Q1 2026 |
344 |
$392.42M |
| HIGHLINE WEALTH PARTNERS LLC |
Sherman Oaks, CA |
Q1 2026 |
1,295 |
$390.78M |
| Halpern Financial, Inc. |
Ashburn, VA |
Q3 2024 |
229 |
$388.73M |
| HighVista Strategies LLC |
Boston, MA |
Q4 2025 |
145 |
$388.31M |
| Hilltop Partners LLC |
Mishawaka, IN |
Q4 2025 |
127 |
$388.01M |
| Hudson Capital Management LLC |
Ramsey, NJ |
Q1 2026 |
75 |
$386.95M |
| Hollow Brook Wealth Management LLC |
Katonah, NY |
Q4 2025 |
79 |
$386.62M |
| Highland Financial Advisors, LLC |
Wayne, NJ |
Q1 2026 |
67 |
$378.7M |
| HAP TRADING, LLC |
New York, NY |
Q3 2025 |
137 |
$362.8M |
| HHG & Company, LLC |
Darien, CT |
Q1 2016 |
134 |
$359.98M |
| Headland Capital, LLC |
Mt. Pleasant, SC |
Q4 2025 |
68 |
$359.26M |
| HNP Capital LLC |
Rochester, NY |
Q1 2023 |
128 |
$358.98M |
| Hutchin Hill Capital, LP |
New York, NY |
Q4 2017 |
366 |
$358.54M |
| Haverford Financial Services, Inc. |
Radnor, PA |
Q4 2025 |
48 |
$356.83M |
| Henrickson Nauta Wealth Advisors, Inc. |
Belmont, MI |
Q1 2026 |
106 |
$356.32M |
| HANSBERGER GLOBAL INVESTORS INC/FL |
Ft Lauderdale, FL |
Q2 2014 |
26 |
$354.38M |
| HTG Investment Advisors, Inc. |
New Canaan, CT |
Q1 2026 |
84 |
$350.46M |
| Holloway Wealth Management, LLC |
Gainesville, FL |
Q1 2022 |
349 |
$349.64M |
| HARVEST CAPITAL MANAGEMENT INC |
Concord, NH |
Q2 2019 |
102 |
$347.29M |
| HawsGoodwin Investment Management LLC |
Franklin, TN |
Q4 2021 |
109 |
$343.25M |
| Herr Investment Group LLC |
Austin, TX |
Q2 2024 |
62 |
$337.93M |
| HONEYWELL INTERNATIONAL INC |
Charlotte, NC |
Q2 2019 |
79 |
$337.02M |
| Hudson Value Partners, LLC |
Palm Beach, FL |
Q1 2026 |
100 |
$334.92M |
| Hoxton Planning & Management, LLC |
Shepherdstown, WV |
Q1 2026 |
216 |
$333.21M |
| Hibernia Wealth Partners, LLC |
Baton Rouge, LA |
Q4 2025 |
108 |
$332.12M |
| HAMEL ASSOCIATES, INC. |
Center Valley, PA |
Q4 2025 |
79 |
$331.76M |
| Hobbs Group Advisors, LLC |
Columbia, SC |
Q4 2025 |
164 |
$331.4M |
| HARBOR ADVISORY CORP /MA/ |
Portsmouth, NH |
Q4 2025 |
78 |
$330.57M |
| HT Partners LLC |
Centerbrook, CT |
Q1 2026 |
55 |
$330.22M |
| Hixon Zuercher, LLC |
Findlay, OH |
Q1 2026 |
85 |
$321.14M |
| Hugh Johnson Advisors LLC |
Albany, NY |
Q2 2019 |
92 |
$320.44M |
| HAMILTON CAPITAL PARTNERS, LLC |
Atlanta, GA |
Q1 2026 |
30 |
$320.38M |
| Hi-Line Capital Management, LLC |
Watertown, SD |
Q1 2026 |
32 |
$318.18M |
| Hayek Kallen Investment Management |
Fairhope, AL |
Q4 2025 |
93 |
$316.85M |
| Hutchens & Kramer Investment Management Group, LLC |
Carmel, IN |
Q1 2026 |
149 |
$316.51M |
| HIGH POINT BANK & TRUST CO |
High Point, NC |
Q4 2016 |
404 |
$314.76M |
| HERITAGE OAK WEALTH ADVISORS LLC |
Santa Rosa Beach, FL |
Q1 2026 |
73 |
$314.66M |
| Hartree Partners, LP |
New York, NY |
Q4 2025 |
59 |
$313.86M |
| HAZLETT, BURT & WATSON, INC. |
Wheeling, WV |
Q4 2025 |
962 |
$312.86M |
| HARMONY ASSET MANAGEMENT LLC |
Scottsdale, AZ |
Q4 2025 |
181 |
$298.19M |
| Hassell Wealth Management, LLC |
Houma, LA |
Q1 2026 |
28 |
$298.03M |
| Horan Capital Advisors, LLC. |
Cincinnati, OH |
Q1 2025 |
118 |
$296.61M |
| HF Advisory Group, LLC |
Annapolis, MD |
Q1 2026 |
166 |
$293.45M |
| Highlander Capital Management, LLC |
Short Hills, NJ |
Q1 2024 |
951 |
$292.26M |
| Hel Ved Capital Management Ltd |
Central |
Q4 2025 |
49 |
$289.33M |
| Holowesko Partners Ltd. |
Nassau, Bahamas |
Q4 2025 |
28 |
$287.34M |
| HS Management Partners, LLC |
New York, NY |
Q1 2026 |
24 |
$285.79M |
| Horan Securities, Inc. |
Cincinnati, United States |
Q2 2025 |
152 |
$284.18M |
| Highview Capital Management LLC/DE/ |
Buffalo Grove, IL |
Q4 2025 |
105 |
$283.46M |
| Laurie J. Trustee Hall |
Boston, MA |
Q1 2026 |
104 |
$283.36M |
| Horizon Investment Services, LLC |
Hammond, IN |
Q4 2025 |
139 |
$277.87M |
| Henry James International Management Inc. |
New York, NY |
Q1 2026 |
94 |
$276.95M |
| Holistic Financial Partners |
Indianapolis, IN |
Q4 2025 |
136 |
$275.76M |
| HENDLEY & CO INC |
Zanesville, OH |
Q1 2026 |
45 |
$270.3M |
| HARVEST MANAGEMENT LLC |
New York, NY |
Q4 2025 |
49 |
$270.18M |
| Harspring Capital Management, LLC |
New York, NY |
Q4 2025 |
14 |
$269.61M |
| Heritage Way Advisors, LLC |
Rockford, IL |
Q4 2021 |
69 |
$267.21M |
| Huber Financial Advisors, LLC |
Lincolnshire, IL |
Q1 2020 |
111 |
$266.86M |
| HG Vora Capital Management, LLC |
New York, NY |
Q4 2025 |
7 |
$264.85M |
| HEIGHTS CAPITAL MANAGEMENT, INC |
San Francisco, CA |
Q4 2025 |
191 |
$264.23M |
| HATCH COVE CAPITAL, LLC |
Chicago, IL |
Q1 2026 |
19 |
$262.08M |
| Heathbridge Capital Management Ltd. |
Toronto |
Q4 2025 |
29 |
$261.74M |
| Harbor Island Capital LLC |
Topsfield, MA |
Q4 2025 |
15 |
$260.81M |
| HIGHLAND PEAK CAPITAL, LLC |
Old Greenwich, CT |
Q4 2025 |
12 |
$259.4M |
| HALL CAPITAL MANAGEMENT CO INC |
Barrington, RI |
Q4 2025 |
98 |
$259.06M |
| HMS Capital Management, LLC |
Nashville, TN |
Q1 2026 |
113 |
$258.53M |
| HANOVER ADVISORS INC |
Seneca, SC |
Q4 2025 |
109 |
$257.57M |
| HILLMAN CO |
Pittsburgh, PA |
Q1 2026 |
14 |
$257.16M |
| Houlihan Financial Resource Group, Ltd. |
Ashburn, VA |
Q1 2026 |
109 |
$256.6M |
| HFM Investment Advisors, LLC |
Glassboro, NJ |
Q4 2025 |
1,278 |
$255.82M |
| Highlander Partners, L.P. |
Dallas, TX |
Q1 2026 |
45 |
$255.53M |
| Hochman Cole Investment Advisors, Inc. |
Deerfield, IL |
Q3 2021 |
128 |
$255.33M |
| HYA Advisors, Inc |
Springfield, MO |
Q2 2022 |
143 |
$255.14M |
| Hapanowicz & Associates Financial Services, Inc |
Pittsburgh, PA |
Q1 2026 |
31 |
$251.42M |
| Hubbell Strickland Wealth Management, LLC |
New Orleans, LA |
Q1 2026 |
83 |
$250.91M |
| Hillcrest Wealth Advisors - NY, LLC |
Hazlet, NJ |
Q1 2026 |
51 |
$246.89M |
| HighMark Wealth Management LLC |
St. Paul, MN |
Q4 2025 |
584 |
$245.37M |
| HNA Capital Group Co., Ltd. |
Haikou, China |
Q4 2018 |
1 |
$243.26M |
| HOWARD BAILEY SECURITIES, LLC |
Fort Wayne, IN |
Q1 2026 |
122 |
$243.2M |
| Hanwha Asset Management Co., Ltd. |
Seoul, Korea, Republic of |
Q2 2025 |
1 |
$240.64M |
| HUTNER CAPITAL MANAGEMENT INC |
Manchester, VT |
Q4 2025 |
44 |
$239.6M |
| HARBER ASSET MANAGEMENT LLC |
Asheville, NC |
Q4 2025 |
32 |
$238.49M |
| Heartland Bank & Trust Co |
Bloomington, IL |
Q4 2025 |
155 |
$236.23M |
| Heritage Wealth Management, Inc./Texas |
Houston, TX |
Q4 2025 |
38 |
$230.43M |
| HAP Trading, LLC |
New York, NY |
Q2 2025 |
107 |
$229.86M |
| Hudson Executive Capital LP |
New York, NY |
Q4 2025 |
2 |
$229.22M |
| HOWARD WEALTH MANAGEMENT, LLC |
Madison, CT |
Q4 2025 |
134 |
$229M |
| Haven Private, LLC |
Orlando, FL |
Q4 2025 |
161 |
$228.54M |
| Hippocratic Financial Advisors, LLC |
Westlake Village, CA |
Q1 2026 |
33 |
$227.99M |
| Hiley Hunt Wealth Management |
Omaha, NE |
Q1 2026 |
47 |
$226.73M |
| HORIZON FINANCIAL SERVICES, LLC |
Winston Salem, NC |
Q1 2026 |
375 |
$226.25M |
| Heritage Family Offices, LLP |
Scottsdale, AZ |
Q1 2026 |
196 |
$225.49M |
| Hengistbury Investment Partners LLP |
London, United Kingdom |
Q4 2025 |
4 |
$222.72M |
| Hotaling Investment Management, LLC |
Wayne, PA |
Q4 2022 |
121 |
$221.15M |
| Hatteras Alternative Mutual Funds, LLC |
Raleigh, NC |
Q2 2014 |
169 |
$220.66M |
| Horrell Capital Management, Inc. |
Little Rock, AR |
Q1 2026 |
194 |
$219.28M |
| Higgins & Schmidt Wealth Strategies LLC |
Denver, CO |
Q1 2026 |
63 |
$218.92M |
| Humankind Investments LLC |
New York, NY |
Q4 2025 |
18 |
$218.12M |
| Hardin Capital Partners, LLC |
Greenville, SC |
Q1 2026 |
140 |
$215.51M |
| H&F Corporate Investors IX, Ltd. |
San Francisco, CA |
Q4 2025 |
1 |
$214.95M |
| HMV Wealth Advisors, LLC |
Shreveport, LA |
Q1 2026 |
81 |
$212.87M |
| HRC WEALTH MANAGEMENT, LLC |
Moscow, ID |
Q4 2025 |
56 |
$208.79M |
| Investeringsforvaltning Handelsinvest |
Herning, Denmark |
Q1 2024 |
317 |
$208.05M |
| HORIZON BANCORP INC /IN/ |
Michigan City, IN |
Q1 2026 |
199 |
$207.86M |
| Harold Davidson & Associates Inc. |
Los Angeles, CA |
Q1 2026 |
60 |
$205.92M |
| HART & PATTERSON FINANCIAL GROUP LLC |
Amherst, MA |
Q4 2024 |
72 |
$205.76M |
| Hyperion Capital Advisors LP |
New York, NY |
Q4 2025 |
67 |
$204.3M |
| Heritage Wealth Management, Inc. |
Cincinnati, OH |
Q1 2026 |
157 |
$201.99M |
| H&F Corporate Investors VIII, Ltd. |
San Francisco, CA |
Q4 2025 |
1 |
$199.18M |
| Holos Integrated Wealth LLC |
Kennett Square, PA |
Q1 2026 |
411 |
$197.63M |
| Hill Winds Capital LP |
High Falls, NY |
Q4 2022 |
37 |
$196.91M |
| Horizon Advisory Services, Inc. |
West Henrietta, NY |
Q1 2026 |
47 |
$195.14M |
| Hoxton Financial, Inc. |
Shepherdstown, WV |
Q1 2016 |
353 |
$194.06M |
| Hiddenite Capital Partners LP |
New York, NY |
Q4 2025 |
18 |
$193.79M |
| Henderson Brothers Financial Partners, LLC |
Pittsburgh, PA |
Q1 2025 |
72 |
$193.19M |
| Harrington Investments, INC |
Napa, CA |
Q1 2026 |
84 |
$190.03M |
| Horizon Family Wealth, Inc. |
Chicago, IL |
Q4 2025 |
83 |
$187.8M |
| HOGE FINANCIAL SERVICES, LLC |
Canonsburg, PA |
Q1 2026 |
72 |
$186.83M |
| Hofer & Associates. Inc |
Thousand Oaks, CA |
Q1 2026 |
64 |
$186.08M |
| HERON FINANCIAL GROUP, LLC |
New York, NY |
Q2 2023 |
142 |
$185.56M |
| HAHN CAPITAL MANAGEMENT LLC |
Walnut Creek, CA |
Q4 2025 |
30 |
$185.44M |
| HARBOUR INVESTMENT MANAGEMENT LLC |
Edmonds, WA |
Q1 2026 |
101 |
$184.16M |
| Hitchwood Capital Management LP |
New York, NY |
Q1 2023 |
19 |
$183.78M |
| Hidden Lake Asset Management LP |
New York, NY |
Q4 2025 |
30 |
$183.49M |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
New London, NH |
Q4 2025 |
321 |
$183.37M |
| HFG Wealth Management, LLC |
The Woodlands, TX |
Q1 2026 |
50 |
$181.72M |
| HERITAGE WEALTH MANAGEMENT, LLC |
Phoenix, AZ |
Q2 2024 |
168 |
$180.18M |
| Hara Capital LLC |
Bellevue, WA |
Q4 2025 |
298 |
$179.74M |
| Harborview Advisors, LLC |
Portland, ME |
Q3 2021 |
106 |
$178.54M |
| Hurley Capital, LLC |
New York, NY |
Q4 2025 |
544 |
$178.51M |
| Hughes Medical Institute Howard |
Chevy Chase, MD |
Q4 2025 |
500 |
$177.66M |
| Hilton Head Capital Partners, LLC |
Hilton Head Island, SC |
Q1 2026 |
989 |
$177.32M |
| Harvest Investment Advisors, LLC |
Tallahassee, FL |
Q4 2025 |
57 |
$176.42M |
| HARBOURVEST PARTNERS LLC |
Boston, MA |
Q4 2025 |
7 |
$174.16M |
| Heronetta Management, L.P. |
New York, NY |
Q4 2025 |
25 |
$172.95M |
| Hudson Canyon Capital Management |
New York, NY |
Q4 2025 |
51 |
$171.1M |
| HILLHOUSE INVESTMENT MANAGEMENT, LTD. |
Grand Cayman |
Q4 2025 |
0 |
$170.9M |
| Holcombe Financial, Inc. |
Atlanta, GA |
Q1 2026 |
49 |
$170.15M |
| HF Capital, LLC |
Knoxville, TN |
Q4 2025 |
4 |
$167.68M |
| HM Capital Management, LLC |
Clayton, MO |
Q3 2022 |
56 |
$167.06M |
| HILLTOP WEALTH ADVISORS, LLC |
Chapel Hill, NC |
Q1 2026 |
53 |
$166.89M |
| HABERER REGISTERED INVESTMENT ADVISOR INC |
Cincinnati, OH |
Q1 2015 |
307 |
$165.2M |
| HBC Financial Services, PLLC |
Seattle, WA |
Q4 2024 |
181 |
$163.15M |
| Helix Partners Management LP |
New York, NY |
Q4 2025 |
10 |
$162.01M |
| HERBST GROUP, LLC |
Westport, CT |
Q1 2026 |
59 |
$161.91M |
| HARVEST GROUP WEALTH MANAGEMENT, LLC |
Waltham, MA |
Q1 2023 |
188 |
$160.94M |
| Hillman Capital Management, Inc. |
Bethesda, MD |
Q4 2025 |
56 |
$158.91M |
| H PARTNERS MANAGEMENT, LLC |
New York, NY |
Q4 2025 |
3 |
$157.93M |
| Henson-Edgewater Management, LLC |
Avon, OH |
Q1 2026 |
66 |
$157.21M |
| Hyperion Partners, LLC |
Berwyn, PA |
Q3 2024 |
73 |
$156.7M |
| Hidden Cove Wealth Management, LLC |
Bainbridge Island, WA |
Q1 2026 |
109 |
$155.66M |
| Hefty Wealth Partners |
Auburn, IN |
Q1 2018 |
239 |
$155.25M |
| Heritage Wealth Management, Inc. /CA/ |
San Diego, CA |
Q4 2025 |
89 |
$154.45M |
| Hoffman, Alan N Investment Management |
Wellesley Hills, MA |
Q1 2026 |
13 |
$151.63M |
| Hickory Point Bank & Trust |
Decatur, IL |
Q1 2026 |
456 |
$151.52M |
| Hartmann Taylor Wealth Management, LLC |
Dallas, TX |
Q1 2026 |
54 |
$151.21M |
| Hillswick Asset Management, LLC |
Stamford, CT |
Q1 2019 |
13 |
$150.38M |
| Horizons Wealth Management |
Asheville, NC |
Q1 2026 |
166 |
$150.33M |
| HC FINANCIAL ADVISORS INC |
Lafayette, CA |
Q2 2022 |
330 |
$149.38M |
| Hall Private Wealth Advisors |
Waxhaw, NC |
Q3 2023 |
39 |
$148.78M |
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
Singapore |
Q4 2025 |
37 |
$145.59M |
| HC Advisors, LLC |
Sandy Springs, GA |
Q4 2025 |
60 |
$144.54M |
| hemming& Wealth Management, Inc. |
Traverse City, MI |
Q1 2026 |
15 |
$143.23M |
| Hopwood Financial Services, Inc. |
Reston, VA |
Q4 2025 |
90 |
$142.03M |
| Hedges Asset Management LLC |
Reno, NV |
Q4 2025 |
108 |
$141.8M |
| Hummer Financial Advisory Services Inc |
Chicago, IL |
Q1 2026 |
129 |
$141.45M |
| Hansen & Associates Financial Group, Inc. |
Roseville, CA |
Q4 2025 |
46 |
$141.11M |
| Hauser Brothers GmbH |
Freiburg Im Breisgau, Germany |
Q4 2025 |
4 |
$140.67M |
| HIGH POINTE CAPITAL MANAGEMENT LLC |
Chicago, IL |
Q1 2022 |
78 |
$139.23M |
| HFG Advisors, Inc. |
Cincinatti, OH |
Q4 2025 |
110 |
$138M |
| Haven Global Partners, LLC |
Atlanta, GA |
Q4 2025 |
10 |
$136.11M |
| Hoese & Co LLP |
Glencoe, MN |
Q1 2026 |
135 |
$134.73M |
| Hamrick Investment Counsel, llc |
Seattle, WA |
Q4 2025 |
184 |
$134.46M |
| HATTON CONSULTING, INC. |
Phoenix, AZ |
Q3 2021 |
42 |
$134.44M |
| Harpswell Capital Advisors, LLC |
Yarmouth, ME |
Q1 2026 |
36 |
$134.3M |
| HALLSTATT ADVISORS L.P. |
New York, NY |
Q4 2025 |
16 |
$134.21M |
| Householder Group Estate & Retirement Specialist, LLC |
Scottsdale, AZ |
Q4 2024 |
531 |
$133.8M |
| Harbour Wealth Management Group, Inc. |
Daniel Island, SC |
Q1 2026 |
89 |
$132.82M |
| Hegarty Advisors, LLC |
Garden City, NY |
Q1 2026 |
57 |
$126.84M |
| HCEP Management Ltd |
Hong Kong, Hong Kong |
Q4 2025 |
4 |
$122.58M |
| Richard Charles Hoertkorn |
Kentfield, CA |
Q1 2026 |
76 |
$121.81M |
| HICKORY ASSET MANAGEMENT, INC. |
Concord, OH |
Q2 2025 |
91 |
$120.92M |
| Harbor Asset Planning, Inc. |
Belmont, MA |
Q1 2026 |
421 |
$118.85M |
| Hershey Financial Advisers, LLC |
Lancaster, PA |
Q4 2025 |
78 |
$118.31M |
| Daniel E. Hutner Jr. |
Manchester, VT |
Q2 2016 |
42 |
$117.39M |
| Heights Point Management, LP |
New York, NY |
Q4 2025 |
21 |
$117.25M |
| H Squared Management LP |
New York, NY |
Q4 2025 |
10 |
$116.75M |
| Hudson Portfolio Management LLC |
Garrison, NY |
Q4 2025 |
108 |
$116.07M |
| HUFF W R ASSET MANAGEMENT CO LLC /DE/ |
Stuart, FL |
Q4 2016 |
44 |
$115.86M |
| Hudson Oak Wealth Advisory LLC |
Hoboken, NJ |
Q1 2026 |
52 |
$115.09M |
| HBE Wealth Management, LLC |
Lincoln, NE |
Q1 2026 |
53 |
$114.73M |
| Hingham Institution for Savings |
Hingham, MA |
Q1 2026 |
15 |
$113.16M |
| HC Financial Advisors, Inc. |
Lafayette, CA |
Q3 2018 |
66 |
$113.07M |
| H Capital II, L.P. |
Grand Cayman, Cayman Islands |
Q4 2021 |
2 |
$111.05M |
| Hardworking Capital Advisors, LLC |
Palm Desert, CA |
Q4 2025 |
84 |
$110.11M |
| HS Investments IV Ltd |
St Peter Port |
Q4 2025 |
2 |
$109.99M |
| HealthCor Management, L.P. |
New York, NY |
Q4 2022 |
22 |
$109.11M |
| HEFFERNAN ADVISORY, INC |
Flagstaff, AZ |
Q1 2026 |
24 |
$107.8M |
| Haven Capital Group, Inc. |
Westlake Village, CA |
Q1 2026 |
37 |
$107.75M |
| High Point Wealth Management, LLC |
Chester, NJ |
Q1 2026 |
250 |
$103.61M |
| Harrison & Co Wealth Management, LLC |
Roanoke, VA |
Q4 2022 |
79 |
$103.43M |
| Hyundai Investments Co., Ltd. |
Yeongdeungopo Gu, Seoul, Korea, Republic of |
Q4 2025 |
72 |
$102.65M |
| HighRoad Wealth Advisors, LLC |
Coos Bay, OR |
Q1 2026 |
37 |
$102.38M |
| Hutchinson Financial Advisors, INC |
Glen Allen, VA |
Q3 2025 |
67 |
$101.74M |
| Hyposwiss Advisors SA |
Geneva |
Q1 2026 |
112 |
$101.15M |
| Hobbs Wealth Management, LLC |
Zionsville, IN |
Q1 2026 |
23 |
$101.05M |
| Hunting Hill Global Capital, LLC |
New York, NY |
Q4 2025 |
81 |
$100.86M |
| HICKS CAPITAL MANAGEMENT LLC |
Columbus, OH |
Q1 2026 |
37 |
$99.97M |
| Helium Advisors LLC |
Everett, WA |
Q4 2025 |
82 |
$98.74M |
| Hestia Capital Management, LLC |
Cranberry Township, PA |
Q4 2025 |
3 |
$94.29M |
| Higher Moment Aurora Fund, LP |
Boston, MA |
Q3 2017 |
6 |
$90.35M |
| Hansberger Growth Investors, LP |
Madison, WI |
Q3 2020 |
23 |
$88.23M |
| HP Holding LLC f/k/a ISTM Associates, LLC |
New York, NY |
Q4 2023 |
1 |
$84.5M |
| Hickory Lane Capital Management LP |
New York, NY |
Q1 2023 |
24 |
$81.72M |
| Horton Capital Management, LLC |
Philadelphia, PA |
Q4 2021 |
5 |
$78.83M |
| HANSEATIC MANAGEMENT SERVICES INC |
Albuquerque, NM |
Q4 2024 |
117 |
$78.75M |
| Kathryn A. Hall |
San Francisco, CA |
Q4 2025 |
0 |
$77.43M |
| Harrison Street Private Wealth LLC |
Denver, CO |
Q1 2026 |
21 |
$75.53M |
| Holland Advisory Services, Inc. |
Ormond Beach, FL |
Q1 2026 |
47 |
$74.65M |
| H Capital V GP, L.P. |
Grand Cayman, Cayman Islands |
Q1 2026 |
1 |
$74.08M |
| Harvest Capital Strategies LLC |
San Francisco, CA |
Q3 2019 |
23 |
$73.66M |
| HARBERT MANAGEMENT CORP |
Birmingham, AL |
Q1 2014 |
19 |
$69.52M |
| High Pines Wealth Management, LLC |
Duxbury, MA |
Q4 2023 |
30 |
$65.59M |
| Heritage Wealth Partners, LLC |
Dublin, OH |
Q1 2025 |
65 |
$65.59M |
| H. L. Ormond & Company, LLC |
Greenville, NC |
Q3 2022 |
94 |
$62.37M |
| HCSF Management, LLC |
San Francisco, CA |
Q3 2022 |
6 |
$60.31M |
| Heartwood Wealth Management Ltd |
London, United Kingdom |
Q3 2016 |
16 |
$58.94M |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ |
Quincy, MA |
Q4 2022 |
41 |
$58.9M |
| Hampstead Capital LLP |
London, United Kingdom |
Q3 2018 |
24 |
$55.84M |
| Hawkins Capital L.P. |
Houston, TX |
Q4 2017 |
18 |
$55.35M |
| Hein Park Capital Management LP |
New York, NY |
Q4 2025 |
1 |
$54.26M |
| Haafor (Singapore) Pte. Ltd. |
Singapore, Singapore |
Q4 2020 |
149 |
$53.66M |
| HealthCor Partners Management LP |
Daniel Island, SC |
Q1 2026 |
1 |
$50.66M |
| Hayden Royal, LLC |
Charlotte, NC |
Q4 2021 |
127 |
$42.71M |
| HAYMAN CAPITAL MANAGEMENT, L.P. |
Dallas, TX |
Q3 2016 |
2 |
$42.02M |
| Hawkeye Capital Management, LLC |
Miami Beach, FL |
Q3 2023 |
5 |
$40.65M |
| H Capital III, L.P. |
Grand Cayman, Cayman Islands |
Q4 2021 |
1 |
$40.17M |
| HAVENS ADVISORS LLC |
New York, NY |
Q4 2022 |
31 |
$39.34M |
| H2O AM LLP |
London, United Kingdom |
Q4 2020 |
89 |
$38.98M |
| Healthcare Value Capital, LLC |
Woodcliff Lake, NJ |
Q3 2021 |
18 |
$38.53M |
| HGI Capital Management, LLC |
New York, NY |
Q3 2025 |
21 |
$36.39M |
| Harrison Street Securities, LLC |
Chicago, IL |
Q3 2016 |
44 |
$34.42M |
| Haveli Investment Management LLC |
Austin, TX |
Q4 2025 |
1 |
$32.98M |
| Higher Moment Capital LP |
Boston, MA |
Q4 2018 |
5 |
$30.9M |
| Half Sky Capital (UK) Ltd |
London, United Kingdom |
Q4 2023 |
8 |
$30.5M |
| Hilltop Park Associates LLC |
New York, NY |
Q3 2016 |
21 |
$30.13M |
| Honeycomb Asset Management LP |
New York, NY |
Q4 2025 |
1 |
$30.1M |
| Hudson Structured Capital Management Ltd. |
Stamford, CT |
Q4 2022 |
5 |
$27.97M |
| HS Investments III Ltd |
St. Peter Port |
Q4 2025 |
1 |
$27.4M |
| HOVDE CAPITAL ADVISORS LLC |
Madison, WI |
Q4 2013 |
16 |
$25.55M |
| Highland Management Partners VI, Inc. |
Cambridge, MA |
Q1 2019 |
1 |
$22.69M |
| Highwater Wealth Management, LLC |
Glendale, CO |
Q3 2019 |
30 |
$22.64M |
| Hammer Asset Management, LLC |
Auburn, CA |
Q4 2020 |
41 |
$20.64M |
| Hillview Capital Advisors, LLC |
Wayne, PA |
Q2 2019 |
6 |
$18.75M |
| HOPLITE CAPITAL MANAGEMENT, L.P. |
New York, NY |
Q3 2019 |
1 |
$15.1M |
| Harborfront Financial Group LLC |
Ludington, MI |
Q4 2025 |
22 |
$13.43M |
| Highland Management Partners 9 LLC |
Cambridge, MA |
Q3 2023 |
2 |
$12.61M |
| Hampshire Trust LLC |
Sioux Falls, SD |
Q3 2014 |
1 |
$11.9M |
| HCC Manager LLC |
Chicago, IL |
Q4 2025 |
1 |
$10.28M |
| Highstar Capital LP |
New York, NY |
Q3 2018 |
1 |
$8.59M |
| HABROK CAPITAL MANAGEMENT LLP |
London, United Kingdom |
Q4 2014 |
3 |
$8.33M |
| HPS Group GP, LLC |
New York, NY |
Q2 2025 |
0 |
$7.9M |
| Hernani LP |
St. Helier |
Q3 2025 |
2 |
$7.7M |
| Hoya Capital Real Estate, LLC |
Rowayton, CT |
Q4 2025 |
10 |
$6.19M |
| Highland Management Partners VII, LLC |
Cambridge, MA |
Q3 2016 |
2 |
$5.57M |
| HARVEST VOLATILITY MANAGEMENT LLC |
Norwalk, CT |
Q3 2024 |
6 |
$4.39M |
| HARBERT FUND ADVISORS, INC. |
Birmingham, AL |
Q4 2025 |
2 |
$3.49M |
| HPC Germany GmbH & Co. KG |
Potsdam |
Q4 2025 |
1 |
$1.93M |
| H Capital II GP, L.P. |
Grand Cayman, Cayman Islands |
Q3 2022 |
1 |
$1.83M |
| Hatteras Investment Partners, LP |
Raleigh, NC |
Q2 2025 |
1 |
$168.9K |
| H7 Holdings, LLC |
Charlottesville, VA |
Q4 2021 |
0 |
$0 |
| Haddington Energy Partners III LP |
Houston, TX |
Q3 2017 |
0 |
$0 |
| Haddington Energy Partners IV LP |
Houston, TX |
Q3 2017 |
0 |
$0 |
| Hahn Financial Group Inc. |
Sioux Falls, SD |
Q4 2025 |
0 |
$0 |
| HALCYON EVENT-DRIVEN MANAGEMENT LP |
New York, NY |
Q3 2019 |
0 |
$0 |
| Halcyon Liquid Strategies LP |
New York, NY |
Q1 2016 |
0 |
$0 |
| HALCYON OFFSHORE ASSET MANAGEMENT LLC |
New York, NY |
Q1 2016 |
0 |
$0 |
| Halcyon Special Situations Management LP |
New York, NY |
Q3 2016 |
0 |
$0 |
| Haldor Foundation |
Schaan, Liechtenstein |
Q3 2022 |
0 |
$0 |
| Hall Capital Partners LLC |
San Francisco, CA |
Q3 2025 |
0 |
$0 |
| William P. Hallman Jr. |
Ft Worth, TX |
Q3 2014 |
0 |
$0 |
| John C. Halsted |
New York, NY |
Q4 2025 |
0 |
$0 |
| Scott S. Halsted |
Sausalito, CA |
Q4 2025 |
0 |
$0 |
| HAMBLIN WATSA INVESTMENT COUNSEL LTD |
Toronto |
Q4 2025 |
0 |
$0 |
| HANCOCK WHITNEY INVESTMENT SERVICES INC. |
New Orleans, LA |
Q3 2022 |
0 |
$0 |
| Hang Seng Investment Management Ltd |
Hong Kong, Hong Kong |
Q1 2026 |
0 |
$0 |
| HANOVER INSURANCE CO, THE |
Worcester, MA |
Q4 2025 |
0 |
$0 |
| HANOVER INSURANCE GROUP, INC. |
Worcester, MA |
Q4 2025 |
0 |
$0 |
| Hao Advisors Management Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
0 |
$0 |
| Harber Capital LLC |
New York, NY |
Q3 2023 |
0 |
$0 |
| HARBERT VALUE FUND GP, LLC |
Birmingham, AL |
Q3 2014 |
0 |
$0 |
| HARBERT VALUE MASTER FUND, LTD. |
Dublin 2, Ireland |
Q3 2014 |
0 |
$0 |
| HARBINGER CAPITAL PARTNERS II GP LLC |
New York, NY |
Q3 2016 |
0 |
$0 |
| HARBINGER CAPITAL PARTNERS II LP |
New York, NY |
Q3 2016 |
0 |
$0 |
| HARBINGER CAPITAL PARTNERS LLC |
New York, NY |
Q3 2017 |
0 |
$0 |
| HARBINGER CAPITAL PARTNERS SPECIAL SITUATIONS GP, LLC |
New York, NY |
Q4 2015 |
0 |
$0 |
| HARBINGER HOLDINGS, LLC |
New York, NY |
Q3 2017 |
0 |
$0 |
| Harbor Spring Capital, LLC |
New York, NY |
Q3 2025 |
0 |
$0 |
| HARBOR SPRING CAPITAL SPV PARTNERS, LP |
New York, NY |
Q3 2020 |
0 |
$0 |
| HARBOR SPRING MASTER FUND, LP |
New York, NY |
Q2 2025 |
0 |
$0 |
| Harel Insurance Co LTD |
Ramat Gan |
Q4 2025 |
0 |
$0 |
| Harel Mutual Funds Ltd |
Ramat Gan |
Q4 2025 |
0 |
$0 |
| Harlow Wealth Managment, Inc. |
Vancouver, WA |
Q4 2025 |
0 |
$0 |
| Christopher J. Harrell |
Tampa, FL |
Q3 2019 |
0 |
$0 |
| William H. Harrell Jr. |
Tampa, FL |
Q3 2019 |
0 |
$0 |
| Hartz Capital, Inc. |
Secaucus, NJ |
Q1 2026 |
0 |
$0 |
| Harvest Fund Advisors LLC |
Wayne, PA |
Q4 2025 |
0 |
$0 |
| Harvest Global Investments Ltd |
Hong Kong, Hong Kong |
Q4 2025 |
0 |
$0 |
| Hauck & Aufhaeuser Fund Services S.A. |
Munsbach, Luxembourg |
Q1 2022 |
0 |
$0 |
| Phillip Johannes Hauser |
Freiburg, Germany |
Q4 2025 |
0 |
$0 |
| Havelock Fund Investments Pte Ltd |
Singapore, Singapore |
Q3 2024 |
0 |
$0 |
| Hawk Hill Capital Partners LP |
San Francisco, CA |
Q4 2025 |
0 |
$0 |
| Camille Hayek |
St Helier, Jersey |
Q3 2019 |
0 |
$0 |
| HAYS ADVISORY LLC |
Franklin, TN |
Q4 2018 |
0 |
$0 |
| H Capital III GP, L.P. |
Grand Cayman, Cayman Islands |
Q3 2022 |
0 |
$0 |
| HCP EHF Management LLC |
San Francisco, CA |
Q3 2015 |
0 |
$0 |
| Headlands Capital Management, LLC |
San Francisco, CA |
Q4 2015 |
0 |
$0 |
| HEARTLAND FINANCIAL USA INC |
Denver, CO |
Q3 2023 |
0 |
$0 |
| HEITMAN LLC |
Chicago, IL |
Q4 2025 |
0 |
$0 |
| HELLMAN & FRIEDMAN CAPITAL PARTNERS V (CAYMAN), L.P. |
George Town, Grand Cayman, Cayman Islands |
Q3 2015 |
0 |
$0 |
| Hellman & Friedman Capital Partners VI, L.P. |
San Francisco, CA |
Q3 2015 |
0 |
$0 |
| Hellman & Friedman Capital Partners V, L.P. |
San Francisco, CA |
Q3 2014 |
0 |
$0 |
| Hellman & Friedman Investors IX, L.P. |
San Francisco, CA |
Q4 2025 |
0 |
$0 |
| Hellman & Friedman Investors V (Cayman), L.P. |
George Town, Grand Cayman, Cayman Islands |
Q3 2015 |
0 |
$0 |
| Hellman & Friedman Investors V (Cayman), Ltd. |
George Town, Grand Cayman, Cayman Islands |
Q3 2015 |
0 |
$0 |
| Hellman & Friedman Investors VIII, L.P. |
San Francisco, CA |
Q4 2025 |
0 |
$0 |
| Hellman & Friedman Investors VII, L.P. |
San Francisco, CA |
Q3 2022 |
0 |
$0 |
| Hellman & Friedman Investors VI, L.P. |
San Francisco, CA |
Q3 2021 |
0 |
$0 |
| Hellman & Friedman Investors V, L.P. |
San Francisco, CA |
Q3 2014 |
0 |
$0 |
| Hellman & Friedman Investors X, L.P. |
San Francisco, CA |
Q4 2025 |
0 |
$0 |
| Hellman & Friedman LLC |
San Francisco, CA |
Q3 2021 |
0 |
$0 |
| HENDERSON FUND MANAGEMENT Ltd |
London England, United Kingdom |
Q4 2017 |
0 |
$0 |
| HENDERSON GLOBAL INVESTORS HOLDINGS Ltd |
London, United Kingdom |
Q2 2017 |
0 |
$0 |
| HENDERSON GLOBAL INVESTORS (NORTH AMERICA) INC. |
Hartford, CT |
Q3 2018 |
0 |
$0 |
| HENDERSON INVESTMENT MANAGEMENT LTD |
London, United Kingdom |
Q2 2018 |
0 |
$0 |
| HENGISTBURY MASTER FUND LTD |
London, United Kingdom |
Q4 2025 |
0 |
$0 |
| Henry Bragg & Co., LLC |
Houston, TX |
Q1 2026 |
0 |
$0 |
| HEP IV Co-Invest LP |
Houston, TX |
Q3 2017 |
0 |
$0 |
| Herbein Financial Group |
Wyomissing, PA |
Q4 2025 |
0 |
$0 |
| John K. Herbert III |
Boston, MA |
Q1 2026 |
0 |
$0 |
| Hermes Fund Managers (North America) LP |
Boston, United States |
Q2 2014 |
0 |
$0 |
| HERMES INVESTMENT MANAGEMENT LTD |
London Uk, United Kingdom |
Q4 2025 |
0 |
$0 |
| Hernani Holdings LLC |
Jackson, WY |
Q4 2022 |
0 |
$0 |
| Herring Creek Capital Management, LLC |
Stamford, CT |
Q1 2016 |
0 |
$0 |
| Herring Creek Master Fund LP |
Stamford, CT |
Q4 2015 |
0 |
$0 |
| Hexavest Sarl |
Luxembourg, Luxembourg |
Q1 2019 |
0 |
$0 |
| H&F Corporate Investors VII, Ltd. |
San Francisco, CA |
Q3 2022 |
0 |
$0 |
| HHR Asset Management, LLC |
Berkeley Heights, NJ |
Q2 2022 |
0 |
$0 |
| HHR ATLAS MASTER, L.P. |
Grand Cayman, Cayman Islands |
Q2 2022 |
0 |
$0 |
| HHR TITAN OFFSHORE MASTER, L.P. |
Grand Cayman, Cayman Islands |
Q3 2020 |
0 |
$0 |
| HICKS MUSE FUND III INC |
Dallas, TX |
Q3 2017 |
0 |
$0 |
| HICKS MUSE GP PARTNERS III, L.P. |
Dallas, TX |
Q3 2017 |
0 |
$0 |
| HICKS, MUSE, TATE & FURST EQUITY FUND III, L.P. |
Dallas, TX |
Q3 2017 |
0 |
$0 |
| HIGH COAST LIMITED PARTNERSHIP |
Sunny Isles Beach, FL |
Q4 2025 |
0 |
$0 |
| HIGHCREST INVESTORS LLC |
Sunny Isles Beach, FL |
Q4 2025 |
0 |
$0 |
| HIGHFIELDS CAPITAL MANAGEMENT LP |
Boston, MA |
Q3 2020 |
0 |
$0 |
| HIGHLAND ASSOCIATES INC |
Birmingham, AL |
Q1 2026 |
0 |
$0 |
| HIGHLAND CAPITAL HEALTHCARE ADVISORS, L.P. |
Dallas, TX |
Q4 2017 |
0 |
$0 |
| HIGHLAND CAPITAL MANAGEMENT LP |
Dallas, TX |
Q4 2021 |
0 |
$0 |
| Highland Private Wealth Management |
Bellevue, WA |
Q4 2022 |
0 |
$0 |
| HIGHLINE CAPITAL MANAGEMENT, L.P. |
New York, NY |
Q4 2022 |
0 |
$0 |
| HIGHMARK CAPITAL MANAGEMENT INC/CA |
San Francisco, CA |
Q4 2023 |
0 |
$0 |
| Highmount Capital, LLC |
New York, NY |
Q1 2017 |
0 |
$0 |
| HIGH RIVER LIMITED PARTNERSHIP |
Sunny Isles, FL |
Q4 2019 |
0 |
$0 |
| HIGHSIDE CAPITAL MANAGEMENT L P |
Dallas, TX |
Q3 2014 |
0 |
$0 |
| HIGHSIDE GLOBAL MANAGEMENT LLC |
Dallas, TX |
Q4 2022 |
0 |
$0 |
| James W. Hill* |
Monaco, Monaco |
Q4 2025 |
0 |
$0 |
| HILLS BANCORPORATION |
Hills, IA |
Q4 2025 |
0 |
$0 |
| HILLTOP PARK LONG OPPORTUNITY FUND QP LP |
New York, NY |
Q2 2016 |
0 |
$0 |
| Hilltop Securities Holdings LLC |
Dallas, TX |
Q4 2025 |
0 |
$0 |
| HILLTOP SECURITIES INC. |
Dallas, TX |
Q4 2025 |
0 |
$0 |
| HIRAYAMA INVESTMENTS, LLC |
San Francisco, CA |
Q1 2016 |
0 |
$0 |
| Douglas A. Hirsch |
New York, NY |
Q4 2015 |
0 |
$0 |
| Hirzel Capital Management LLC |
Dallas, TX |
Q3 2016 |
0 |
$0 |
| Hitchwood Capital LLC |
New York, NY |
Q1 2023 |
0 |
$0 |
| HM3/GP PARTNERS, L.P. |
Dallas, TX |
Q3 2017 |
0 |
$0 |
| Hochschild Mining PLC |
Lima, Peru |
Q3 2014 |
0 |
$0 |
| Gabe Hoffman |
Palm Beach Gardens, FL |
Q3 2018 |
0 |
$0 |
| H OFFSHORE FUND, LTD. |
Grand Cayman, Cayman Islands |
Q4 2025 |
0 |
$0 |
| Corey M. Hoffstein |
Wellesley Hills, MA |
Q3 2022 |
0 |
$0 |
| HOME BANCSHARES INC |
Conway, AR |
Q4 2025 |
0 |
$0 |
| Home-Owners Insurance Co |
Lansing, MI |
Q1 2026 |
0 |
$0 |
| HONEYWELL CAPITAL MANAGEMENT LLC |
Morris Plains, NJ |
Q2 2019 |
0 |
$0 |
| Hongkong & Shanghai Banking Corp Ltd / ASP |
-, Hong Kong |
Q1 2026 |
0 |
$0 |
| Hong Lim Fund Investments Pte Ltd |
Singapore, Singapore |
Q1 2026 |
0 |
$0 |
| HongShan Capital Management I, L.P. |
NA, Hong Kong |
Q3 2023 |
0 |
$0 |
| Hoplite Offshore Fund, Ltd. |
Grand Cayman, Cayman Islands |
Q1 2014 |
0 |
$0 |
| Hoplite Offshore Master Fund, Ltd. |
New York, NY |
Q1 2017 |
0 |
$0 |
| HOPLITE PARTNERS, L.P. |
New York, NY |
Q1 2017 |
0 |
$0 |
| Horizon Global Advisers, LLC |
Rye, NY |
Q4 2013 |
0 |
$0 |
| HORIZONS ETFS MANAGEMENT (US) LLC |
New York, NY |
Q3 2018 |
0 |
$0 |
| Horizons Investment Management Inc. |
Toronto, Ontario, Canada |
Q1 2015 |
0 |
$0 |
| Hotham Investments Pte. Ltd. |
Singapore, Singapore |
Q1 2026 |
0 |
$0 |
| Houchens Industries, Inc. Employee Stock Ownership Trust |
Bowling Green, KY |
Q1 2019 |
0 |
$0 |
| HOUCHENS INDUSTRIES INC /KY/ |
Bowling Green, KY |
Q1 2019 |
0 |
$0 |
| Hound Partners Concentrated Master, LP |
New York, NY |
Q1 2021 |
0 |
$0 |
| Hound Partners Long Master, LP |
New York, NY |
Q2 2021 |
0 |
$0 |
| Hound Partners Offshore Fund, LP |
New York, NY |
Q4 2025 |
0 |
$0 |
| Hound Partners Variable Beta Master, LP |
New York, NY |
Q4 2025 |
0 |
$0 |
| Elizabeth Kenan Howell |
Chapel Hill, NC |
Q4 2025 |
0 |
$0 |
| HoyleCohen, LLC |
San Diego, CA |
Q3 2024 |
0 |
$0 |
| H PARTNERS, LP |
New York, NY |
Q4 2025 |
0 |
$0 |
| H Partners Phoenix SPV Fund, LP |
New York, NY |
Q3 2014 |
0 |
$0 |
| HPS Investment Partners, LLC |
New York, NY |
Q4 2025 |
0 |
$0 |
| HPS Mezzanine Management III, LLC |
New York, NY |
Q2 2025 |
0 |
$0 |
| HPS Mezzanine Partners II, LLC |
New York, NY |
Q3 2023 |
0 |
$0 |
| HPS Mezzanine Partners, LLC |
New York, NY |
Q4 2021 |
0 |
$0 |
| HRS Investment Holdings, LLC |
New York, NY |
Q3 2022 |
0 |
$0 |
| HSBC Bank Bermuda Ltd |
Hamilton, Bermuda |
Q1 2026 |
0 |
$0 |
| HSBC Bank Brasil SA - Banco Multiplo |
Sao Paulo, Brazil |
Q4 2015 |
0 |
$0 |
| HSBC BANK PLC |
London, United Kingdom |
Q1 2026 |
0 |
$0 |
| HSBC Bank USA, N.A. |
Mclean, VA |
Q1 2026 |
0 |
$0 |
| HSBC GLOBAL ASSET MANAGEMENT (DEUTSCHLAND) GMBH |
Duesseldorf, Germany |
Q1 2026 |
0 |
$0 |
| HSBC GLOBAL ASSET MANAGEMENT (FRANCE) |
Courbevoie, France |
Q1 2026 |
0 |
$0 |
| HSBC Global Asset Management (Hong Kong) Ltd |
Central, Hong Kong |
Q1 2026 |
0 |
$0 |
| HSBC GLOBAL ASSET MANAGEMENT (MEXICO), SA DE CV, SOCIEDAD OPERADORA DE FONDOS DE INVERSION, GRUPO FINANCIERO HSBC |
Mexico City, Mexico |
Q1 2026 |
0 |
$0 |
| HSBC GLOBAL ASSET MANAGEMENT (SINGAPORE) Ltd |
Singapore, Singapore |
Q4 2025 |
0 |
$0 |
| HSBC Global Asset Management(Taiwan)Limited |
Taipei, Taiwan |
Q1 2026 |
0 |
$0 |
| HSBC Global Asset Management (UK) Ltd |
London |
Q1 2026 |
0 |
$0 |
| HSBC Global Asset Management (USA) Inc. |
New York, NY |
Q1 2026 |
0 |
$0 |
| HSBC International Trustee Ltd. |
Tortola, Virgin Islands, British |
Q1 2026 |
0 |
$0 |
| HSBC PRIVATE BANK (SUISSE) LTD |
Geneva, Switzerland |
Q1 2026 |
0 |
$0 |
| HSBC Private Bank (UK) Ltd |
London, United Kingdom |
Q3 2015 |
0 |
$0 |
| HSBC SECURITIES USA INC |
New York, NY |
Q1 2026 |
0 |
$0 |
| HSBC Trinkaus & Burkhardt AG, Germany |
Duesseldorf, Germany |
Q1 2026 |
0 |
$0 |
| HSBC Trustee (Hong Kong) Ltd |
Hong Kong, Hong Kong |
Q2 2021 |
0 |
$0 |
| HSG Growth IV Management, L.P. |
Hong Kong, Hong Kong |
Q4 2025 |
0 |
$0 |
| HSG Growth VI Management, L.P. |
NA, Hong Kong |
Q4 2025 |
0 |
$0 |
| HSG Growth V Management, L.P. |
NA |
Q4 2025 |
0 |
$0 |
| HSG Onshore Fund Management, L.P. |
Hong Kong, Hong Kong |
Q3 2025 |
0 |
$0 |
| HSG Venture IV Management, L.P. |
NA, Hong Kong |
Q4 2025 |
0 |
$0 |
| HSG Venture VII Management, L.P. |
NA, Hong Kong |
Q3 2024 |
0 |
$0 |
| HSG Venture VI Management, L.P. |
Hong Kong, Hong Kong |
Q4 2025 |
0 |
$0 |
| HSG Venture V Management, L.P. |
NA, Hong Kong |
Q3 2025 |
0 |
$0 |
| HST Ventures, LLC |
Park City, UT |
Q1 2026 |
0 |
$0 |
| Hudson Advisors L.P. |
Dallas, TX |
Q2 2022 |
0 |
$0 |
| Hudson Bay Capital UK LLP |
London, United Kingdom |
Q4 2025 |
0 |
$0 |
| Hudson Bay Credit Management LLC |
New York, NY |
Q3 2016 |
0 |
$0 |
| Hummer Winblad Equity Partners V, LLC |
San Francisco, CA |
Q3 2018 |
0 |
$0 |
| HUNTINGTON BANCSHARES INC /MD/ |
Columbus, OH |
Q4 2025 |
0 |
$0 |
| Huntington Steele LLC |
Oaks, PA |
Q4 2019 |
0 |
$0 |
| Hunt Lane Capital LP |
New York, NY |
Q4 2022 |
0 |
$0 |
| Jeffrey M. Hurst |
Woburn, MA |
Q3 2018 |
0 |
$0 |
| HUTCHENS INVESTMENT MANAGEMENT INC |
Concord, NH |
Q4 2017 |
0 |
$0 |
| HYMF INC |
New York, NY |
Q2 2017 |
0 |
$0 |