All 911 'P' SEC Investors

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

Name Location Latest filing
PRICE T ROWE ASSOCIATES INC /MD/ Baltimore, MD Q4 2025
PRINCIPAL FINANCIAL GROUP INC Des Moines, IA Q4 2025
PNC FINANCIAL SERVICES GROUP, INC. Pittsburgh, PA Q4 2025
PRIMECAP MANAGEMENT CO/CA/ Pasadena, CA Q4 2025
Pictet Asset Management Holding SA Carouge, Switzerland Q1 2026
PRUDENTIAL FINANCIAL INC Newark, NJ Q4 2025
PUTNAM INVESTMENTS LLC Boston, MA Q4 2023
ProShare Advisors LLC Bethesda, MD Q1 2026
Point72 Asset Management, L.P. Stamford, CT Q4 2025
PARNASSUS INVESTMENTS, LLC San Francisco, CA Q4 2025
Pacer Advisors, Inc. Malvern, PA Q4 2025
PFA Pension, Forsikringsaktieselskab Copenhagen Q1 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Columbus, OH Q4 2025
PZENA INVESTMENT MANAGEMENT LLC New York, NY Q1 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD Montreal, Quebec, Canada Q4 2025
PANAGORA ASSET MANAGEMENT INC Boston, MA Q4 2025
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO Denver, CO Q4 2025
Pathstone Holdings, LLC Englewood, NJ Q4 2025
POLEN CAPITAL MANAGEMENT LLC Boca Raton, FL Q4 2025
Polar Capital Holdings Plc London, United Kingdom Q4 2025
Pentwater Capital Management LP Naples, FL Q4 2025
Private Advisor Group, LLC Morristown, NJ Q1 2026
Personal Capital Advisors Corp Redwood City, CA Q4 2022
Pershing Square Capital Management, L.P. New York, NY Q4 2025
PineStone Asset Management Inc. Montreal, Quebec, Canada Q4 2025
PINEBRIDGE INVESTMENTS LLC New York, NY Q4 2025
PineBridge Investments, L.P. New York, NY Q3 2025
Pinnacle Financial Partners, Inc. Atlanta, GA Q4 2025
PUBLIC INVESTMENT FUND Al Aqiq District, Riyadh, Saudi Arabia Q4 2025
PARK AVENUE SECURITIES LLC New York, NY Q1 2026
PRUDENTIAL PLC London Q4 2025
Police & Firemen's Retirement System of New Jersey Trenton, NJ Q1 2026
Partners Value Investments L.P. Hamilton, Bermuda Q4 2025
Phoenix Financial Ltd. Givatayim Q4 2025
PICTON MAHONEY ASSET MANAGEMENT Toronto, Ontario, Canada Q4 2025
Penserra Capital Management LLC Orinda, CA Q4 2025
Platinum Equity Advisors, LLC/DE Beverly Hills, CA Q4 2025
Prime Capital Investment Advisors, LLC Overland Park, KS Q4 2025
PEAPACK GLADSTONE FINANCIAL CORP Bedminster, NJ Q4 2025
PINNACLE ASSOCIATES LTD New York, NY Q1 2026
Pure Financial Advisors, LLC San Diego, CA Q1 2026
PGIM Custom Harvest LLC Newark, NJ Q4 2025
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen Q1 2026
PERCEPTIVE ADVISORS LLC New York, NY Q4 2025
PRINCIPAL SECURITIES, INC. Des Moines, IA Q4 2025
PGGM Investments Zeist, Netherlands Q4 2025
Perpetual Ltd Sydney, New South Wales Q1 2026
Prospera Financial Services Inc Dallas, TX Q1 2026
PLATINUM EQUITY, LLC Beverly Hills, CA Q4 2025
PointState Capital LP New York, NY Q4 2025
Placemark Investments, Inc. Chicago, IL Q4 2014
Perigon Wealth Management, LLC San Francisco, CA Q1 2026
Parallel Advisors, LLC San Francisco, CA Q4 2025
Polar Asset Management Partners Inc. Toronto, Ontario, Canada Q4 2025
PAULSON & CO. INC. Jersey City, NJ Q4 2025
PROVIDENT TRUST CO Waukesha, WI Q1 2026
PECONIC PARTNERS LLC New York, NY Q4 2025
PINNACLE FINANCIAL PARTNERS INC Nashville, TN Q3 2025
Nelson Peltz Palm Beach, FL Q4 2025
Paradigm Biocapital Advisors LP New York, NY Q4 2025
PAR CAPITAL MANAGEMENT INC Boston, MA Q4 2025
PEAK6 LLC Austin, TX Q4 2025
Plancorp, LLC Saint Louis, MO Q1 2026
Performance Wealth Partners, LLC Hinsdale, IL Q1 2026
PRIVATE MANAGEMENT GROUP INC Irvine, CA Q4 2025
PRIO WEALTH LIMITED PARTNERSHIP Boston, MA Q3 2024
PALISADE CAPITAL MANAGEMENT, LP Fort Lee, NJ Q4 2025
PARK NATIONAL CORP /OH/ Newark, OH Q1 2026
Parallax Volatility Advisers, L.P. San Francisco, CA Q4 2025
Pamplona Capital Management, LLC New York, NY Q4 2025
Partners Group Holding AG Baar Zug Q4 2025
Prescott General Partners LLC Boca Raton, FL Q4 2025
Palestra Capital Management LLC New York, NY Q4 2025
Prana Capital Management, LP Greenwich, CT Q4 2025
PROFUND ADVISORS LLC Bethesda, MD Q1 2026
POTOMAC FUND MANAGEMENT INC /ADV Bethesda, MD Q4 2025
PEREGRINE CAPITAL MANAGEMENT LLC Minneapolis, MN Q1 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston, MA Q4 2025
PACIFIC HEIGHTS ASSET MANAGEMENT LLC San Francisco, CA Q4 2025
Pallas Capital Advisors LLC Braintree, MA Q1 2026
PITTENGER & ANDERSON INC Lincoln, NE Q4 2025
Patient Capital Management, LLC Baltimore, MD Q4 2025
Paralel Advisors LLC Denver, CO Q4 2025
PARADIGM CAPITAL MANAGEMENT INC/NY Albany, NY Q4 2025
Parsec Financial Management, Inc. Asheville, NC Q1 2023
Port Capital LLC Chicago, IL Q4 2025
PALLADIUM PARTNERS LLC Norfolk, VA Q1 2022
Prosperity Consulting Group, LLC Owings Mills, MD Q4 2025
PARSONS CAPITAL MANAGEMENT INC/RI Providence, RI Q1 2026
Purpose Unlimited Inc. Toronto Q4 2025
Pinnacle Advisory Group, Inc. Columbia, MD Q1 2021
PFG Investments, LLC Woodbury, NY Q1 2026
PFG Advisors Phoenix, AZ Q4 2025
Procyon Advisors, LLC Shelton, CT Q4 2025
Pine Valley Investments Ltd Liability Co Marlton, NJ Q4 2025
Parvus Asset Management Jersey Ltd St. Helier, Jersey Q4 2025
Portolan Capital Management, LLC Boston, MA Q4 2025
Progeny 3, Inc. Kirkland, WA Q4 2025
Politan Capital Management LP New York, NY Q4 2025
Principle Wealth Partners LLC Madison, CT Q4 2025
Patriot Financial Group Insurance Agency, LLC Westborough, MA Q1 2026
Premier Fund Managers Ltd Guildford, United Kingdom Q4 2025
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Edina, MN Q4 2025
PATTEN & PATTEN INC/TN Chattanooga, TN Q4 2025
Parvus Asset Management Europe Ltd London, United Kingdom Q1 2025
PRAXIS INVESTMENT MANAGEMENT INC Goshen, IN Q1 2026
Parcion Private Wealth LLC Bellevue, WA Q1 2026
Plante Moran Financial Advisors, LLC Southfield, MI Q4 2025
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Knoxville, TN Q1 2026
PDT Partners, LLC New York, NY Q4 2025
Plato Investment Management Ltd Sydney, Nsw, Australia Q4 2025
PDS Planning, Inc Dublin, OH Q1 2026
Parametric Risk Advisors LLC Westport, CT Q3 2016
Pinnacle Wealth Management Advisory Group, LLC Red Bank, NJ Q1 2026
Pine Ridge Advisers LLC New York, NY Q4 2025
PHILADELPHIA TRUST CO Philadelphia, PA Q4 2025
PENSIOENFONDS RAIL & OV Utrecht, Netherlands Q3 2024
PAYDEN & RYGEL Los Angeles, CA Q4 2025
Proficio Capital Partners LLC Newton, MA Q4 2025
ProVise Management Group, LLC Clearwater, FL Q4 2025
Park West Asset Management LLC San Francisco, CA Q4 2025
PHILLIPS FINANCIAL MANAGEMENT, LLC Fort Wayne, IN Q1 2026
PRELUDE CAPITAL MANAGEMENT, LLC New York, NY Q4 2025
Paradigm Operations LP San Francisco, CA Q4 2025
Parkside Financial Bank & Trust Saint Louis, MO Q4 2025
Polaris Wealth Advisory Group, LLC San Rafael, CA Q3 2023
Private Wealth Partners, LLC Mill Valley, CA Q1 2026
PILLAR PACIFIC CAPITAL MANAGEMENT LLC Pacifica, CA Q1 2021
Penobscot Investment Management Company, Inc. Boston, MA Q1 2026
Private Advisory Group LLC Redmond, WA Q4 2025
P/E Global LLC Boston, MA Q1 2026
PPSC Investment Service Corp Tokyo Q1 2026
Perennial Investment Advisors, LLC Los Angeles, CA Q4 2025
Penn Capital Management Company, LLC Philadelphia, PA Q4 2025
PAYDEN & RYGEL INVESTMENT GROUP Los Angeles, CA Q2 2024
PARK PRESIDIO CAPITAL LLC San Francisco, CA Q4 2025
Polaris Capital Management, LLC Boston, MA Q1 2026
PETREDIS INVESTMENT ADVISORS LLC Warrendale, PA Q1 2026
PKO Investment Management Joint-Stock Co Warsaw, Poland Q1 2026
Parkwood LLC Cleveland, OH Q4 2025
PACIFIC INVESTMENT MANAGEMENT CO LLC Newport Beach, CA Q4 2025
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Tulsa, OK Q4 2025
Private Ocean, LLC San Rafael, CA Q2 2024
PRIVATE TRUST CO NA Cleveland, OH Q1 2026
Pitcairn Wealth Advisors LLC Conshohocken, PA Q4 2025
Provident Investment Management, Inc. Novi, MI Q4 2025
Petersen Hastings Wealth Advisors Inc. Kennewick, WA Q1 2026
PINKERTON WEALTH, LLC Coeur D Alene, ID Q1 2026
Pekin Hardy Strauss, Inc. Chicago, IL Q4 2025
Pegasus Partners Ltd. Mequon, WI Q3 2024
Private Capital Management, LLC Naples, FL Q4 2025
Parkman Healthcare Partners LLC Stamford, CT Q4 2025
PSG Equity L.L.C. Boston, MA Q4 2025
PrairieView Partners, LLC St. Paul, MN Q2 2025
PENN DAVIS MCFARLAND INC Dallas, TX Q1 2026
Pictet North America Advisors SA Geneva 73, Switzerland Q1 2026
Petrus Trust Company, LTA Dallas, TX Q4 2025
Palisade Asset Management, LLC Minneapolis, MN Q1 2026
Parsifal Capital Management, LP Greenwich, CT Q4 2025
Perella Weinberg Partners Capital Management LP New York, NY Q1 2024
PFM Health Sciences, LP San Francisco, CA Q4 2025
Planning Center, Inc. Moline, IL Q1 2026
Private Capital Advisors, Inc. Darien, CT Q4 2025
Power Alpha Investment Ltd Road Town, Tortola, Virgin Islands, British Q4 2025
Pacific Life Fund Advisors LLC Newport Beach, CA Q4 2025
Pembroke Management, LTD Montreal, Quebec, Canada Q4 2025
Passaic Partners LLC Newark, NJ Q4 2025
Pinnacle Wealth Planning Services, Inc. Mansfield, OH Q4 2025
Provenance Wealth Advisors, LLC Fort Lauderdale, FL Q1 2026
Portland Global Advisors LLC Portland, ME Q4 2025
Private Wealth Asset Management, LLC Omaha, NE Q4 2025
Pertento Partners LLP London, United Kingdom Q4 2025
Per Stirling Capital Management, LLC. Austin, TX Q4 2025
Permian Investment Partners, LP Dallas, TX Q4 2025
PARTHENON LLC Louisville, KY Q1 2026
Philip James Wealth Mangement, LLC Milton, GA Q1 2026
Portfolio Strategies, Inc. Montvale, NJ Q4 2025
Pale Fire Capital SE Prague, Czech Republic Q4 2025
Philosophy Capital Management LLC Alamo, CA Q4 2025
Michael F. Price New York, NY Q1 2022
PATTON ALBERTSON MILLER GROUP, LLC Chattanooga, TN Q1 2026
Prime Capital Management Co Ltd Hong Kong, Hong Kong Q4 2025
Peak XV Partners V Ltd. Trianon, Mauritius Q4 2025
Parkside Investments, LLC Deerfield, IL Q1 2026
Pathway Financial Advisors LLC South Burlington, VT Q1 2026
PLATINUM PARAMOUNT INVESTMENT LTD. Nassau Q4 2025
PLANNING ALTERNATIVES LTD /ADV Birmingham, MI Q4 2025
Portfolio Solutions, LLC Royal Oak, MI Q3 2022
Parkway Wealth Management Group, LLC Plano, TX Q1 2026
Polymer Capital Management (US) LLC New York, NY Q4 2025
Phocas Financial Corp. Alameda, CA Q4 2025
Premier Path Wealth Partners, LLC Madison, NJ Q1 2026
Permanens Capital L.P. New York, NY Q4 2025
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC Minneapolis, MN Q4 2025
Power Corp of Canada Montreal, Quebec, Canada (Federal Level) Q4 2025
Polianta Ltd St Helier, Jersey Q1 2026
Peterson Wealth Advisors, LLC Orem, UT Q1 2026
PERSHING SQUARE HOLDCO, L.P. New York, NY Q4 2025
Portside Wealth Group, LLC Provo, UT Q4 2025
PROFESSIONAL ADVISORY SERVICES INC Vero Beach, FL Q1 2026
Pasadena Private Wealth, LLC Pasadena, CA Q1 2026
Physician Wealth Advisors, Inc. Midvale, UT Q1 2026
Palo Alto Investors LP Palo Alto, CA Q4 2025
PROFFITT & GOODSON INC Knoxville, TN Q4 2025
PERSONAL CFO SOLUTIONS, LLC Chester, NJ Q1 2026
Parker Investment Management, LLC Menlo Park, CA Q4 2025
Patriot Wealth Management, Inc. Houston, TX Q4 2018
Perseverance Asset Management International George Town, Cayman Islands Q4 2025
Pinnacle Summer Investments, Inc. Fairfax, VA Q4 2015
Providence Equity Partners L.L.C. Providence, RI Q4 2025
PERRYMAN FINANCIAL ADVISORY INC /AD Dallas, TX Q1 2026
Primavera Capital Management Ltd George Town, Cayman Islands Q4 2025
Portman Square Capital LLP London Q1 2026
Polymer Capital Management (HK) LTD Hong Kong, Hong Kong Q4 2025
PETTYJOHN, WOOD & WHITE, INC Lynchburg, VA Q4 2025
PenderFund Capital Management Ltd. Vancouver, British Columbia, Canada Q4 2025
Pacific Sage Partners, LLC Edmonds, WA Q1 2026
Probity Advisors, Inc. Dallas, TX Q1 2026
Pandi, LLC Kansas City, MO Q4 2025
Pier Capital, LLC Stamford, CT Q4 2025
PBMares Wealth Management LLC Williamsburg, VA Q3 2025
Princeton Global Asset Management LLC Princeton, NJ Q1 2026
Portfolio Design Labs, LLC Encino, CA Q4 2025
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC Boston, MA Q3 2017
Pacific Capital Wealth Advisors, Inc. Corona, CA Q1 2026
Providence Capital Advisors, LLC Charlotte, NC Q4 2025
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Leawood, KS Q1 2026
Partners in Financial Planning Salem, VA Q4 2025
PATTON FUND MANAGEMENT, INC. Dallas, TX Q1 2026
Peak Asset Management, LLC Louisville, CO Q4 2025
Perennial Advisors, LLC New York, NY Q1 2026
Peninsula Wealth, LLC San Francisco, CA Q4 2024
PAX Financial Group, LLC San Antonio, TX Q1 2026
Psagot Value Holdings Ltd. Tel Aviv, Israel Q3 2021
Patten Group, Inc. Chattanooga, TN Q1 2026
Pinpoint Asset Management Ltd Hong Kong, Hong Kong Q1 2025
PRESILIUM PRIVATE WEALTH, LLC Radnor, PA Q1 2026
PBCay One RSC Ltd Dubai Q4 2025
Poplar Forest Capital LLC Pasadena, CA Q1 2025
Paracle Advisors, LLC Mercer Island, WA Q1 2021
Private Portfolio Partners LLC Paramus, NJ Q4 2024
Privium Fund Management B.V. Amsterdam, Netherlands Q4 2025
Praesidium Investment Management Company, LLC New York, NY Q4 2025
Pilgrim Global Advisors LLC Reno, NV Q4 2025
Post Oak Energy Holdings, LLC Houston, TX Q4 2025
Proactive Wealth Strategies LLC Marietta, GA Q1 2026
Pettinga Financial Advisors LLC Evansville, IN Q1 2026
Praetorian Wealth Management, Inc. Carmel, CA Q1 2026
Prestige Wealth Management Group LLC Flemington, NJ Q4 2025
Perkins Coie Trust Co Seattle, WA Q1 2026
Platform Technology Partners New York, NY Q1 2026
Princeton Portfolio Strategies Group LLC Princeton, NJ Q2 2021
PERISCOPE CAPITAL INC. Toronto, Ontario, Canada Q4 2025
Paradice Investment Management LLC Denver, CO Q4 2025
Permanent Capital Management, LP Chicago, IL Q4 2025
PNC Managed Account Solutions, Inc. Houston, TX Q2 2021
PRECEDENT WEALTH PARTNERS, LLC Houston, TX Q1 2026
Park Place Capital Corp Homewood, AL Q1 2026
Private Wealth Strategies, L.L.C. New Albany, OH Q2 2024
Palidye Holdings (Caymans) Ltd Grand Cayman Q4 2025
Professional Financial Advisors, LLC North Platte, NE Q1 2026
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC Irvine, CA Q3 2017
Paul John Balson Marina Del Rey, CA Q4 2020
Philadelphia Financial Management of San Francisco, LLC San Francisco, CA Q4 2025
Prosight Management, LP Dallas, TX Q4 2025
Pinpoint Asset Management (Singapore) Pte. Ltd. Singapore Q4 2025
Paragon Capital Management Ltd Denver, CO Q1 2026
Poehling Capital Management, INC. Madison, WI Q1 2026
PCM Encore, LLC Aspen, CO Q4 2025
Patient Square Capital LP Menlo Park, CA Q4 2025
Pacific Ridge Capital Partners, LLC Lake Oswego, OR Q4 2025
Parkside Advisors LLC Berkeley, CA Q2 2025
PEDDOCK CAPITAL ADVISORS, LLC Braintree, MA Q1 2026
Paradigm Financial Advisors, LLC Des Peres, MO Q4 2021
Petix & Botte Co La Mesa, CA Q1 2026
PLIMOTH TRUST CO LLC Plymouth, MA Q1 2026
PIER 88 INVESTMENT PARTNERS LLC San Francisco, CA Q4 2025
PEAVINE CAPITAL, LLC Reno, NV Q1 2026
Prentice Wealth Management LLC Rochester, NY Q1 2026
PRUDENT INVESTORS NETWORK, INC. Lake Forest, CA Q4 2025
PKS Advisory Services, LLC Albany, NY Q4 2025
Park Edge Advisors, LLC Cleveland, OH Q1 2026
PARADIGM ASSET MANAGEMENT CO LLC New York, NY Q4 2025
Paulson Wealth Management Inc. West Palm Beach, FL Q4 2025
PLATINUM INVESTMENT MANAGEMENT LTD Sydney Australia 2000, Australia Q4 2025
Panview Asian Equity Master Fund Central, Hong Kong Q3 2024
Pinion Investment Advisors, LLC Wichita, KS Q1 2026
Peak Retirement Planning, Inc. Columbus, OH Q4 2025
Plan Group Financial, LLC Oklahoma City, OK Q1 2026
PRIVATE ASSET MANAGEMENT INC San Diego, CA Q3 2023
Pureheart Capital Pte Ltd. Singapore Q4 2025
Parisi Gray Wealth Management Mendham, NJ Q1 2026
Prostatis Group LLC Hanover, MD Q4 2025
Paradiem, LLC Covington, LA Q4 2025
Progressive Investment Management Corp Lake Oswego, OR Q4 2025
PIONEER TRUST BANK N A/OR Salem, OR Q1 2026
Pennant Investors, LP Summit, NJ Q4 2025
Parkwoods Wealth Partners, LLC Syracuse, NY Q1 2026
Palumbo Wealth Management LLC Great Neck, NY Q4 2025
Peterson Wealth Services South Ogden, UT Q1 2026
PCJ Investment Counsel Ltd. Toronto, Ontario, Canada Q4 2025
PW Nova Financial Services LLC Newtown, PA Q1 2026
P2 Capital Partners, LLC New York, NY Q4 2025
Planning Project LLC The Woodlands, TX Q4 2025
PSI Advisors, LLC Tampa, FL Q4 2025
PCG Wealth Advisors, LLC Overland Park, KS Q1 2026
Prosperity Planning, Inc. North Kansas City, MO Q1 2026
Passport Capital, LLC San Francisco, CA Q4 2019
Performa Ltd (US), LLC Charleston, SC Q4 2025
Peak Financial Management, Inc. Wellesley, MA Q1 2026
Pacific Center for Financial Services San Ramon, CA Q4 2025
PRINCETON CAPITAL MANAGEMENT LLC Red Bank, NJ Q4 2025
PINNBROOK CAPITAL MANAGEMENT LP New York, NY Q4 2025
Polunin Capital Partners Ltd London, United Kingdom Q1 2026
Phraction Management LLC Colchester, CT Q1 2026
Premier Financial Group Eureka, CA Q4 2025
Private Wealth Management Group, LLC Princeton, NJ Q1 2026
PARUS FINANCE (UK) Ltd London, United Kingdom Q4 2025
PHH Investments, Ltd. Addison, TX Q4 2019
Platform Wealth Management, LLC Holladay, UT Q4 2025
Packer & Co Ltd Cottesloe, Australia Q4 2025
Prism Advisors, Inc. Studio City, CA Q1 2026
Platte River Wealth Advisors, LLC Louisville, CO Q3 2024
PYA Waltman Capital, LLC Knoxville, TN Q4 2025
Peregrine Asset Advisers, Inc. Portland, OR Q1 2026
Prevatt Capital Ltd Nassau, Bahamas Q1 2026
Paragon Advisors, LLC College Station, TX Q4 2025
Prasad Wealth Partners, LLC Independence, OH Q1 2026
Michael J. Puzo Boston, MA Q4 2025
Pacifica Capital Investments, LLC Leander, TX Q4 2025
Promethos Capital, LLC Boston, MA Q4 2025
PHYSICIANS FINANCIAL SERVICES, INC. Raleigh, NC Q1 2026
PhiloSmith Capital Corp Stamford, CT Q4 2025
Paragon Wealth Strategies, LLC Jacksonville, FL Q4 2023
Peak Planning Group, LLC Centennial, CO Q1 2026
PROATHLETE WEALTH MANAGEMENT LLC Boca Raton, FL Q1 2026
Price Wealth, LLC Austin, TX Q3 2020
ParaFi Capital LP New York, NY Q4 2025
Pioneer Wealth Management Group Austin, TX Q1 2026
Pathway Financial Advisers, LLC Auburn, IN Q1 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV Huntingdon Valley, PA Q1 2026
PL Capital Advisors, LLC Naples, FL Q4 2025
Prairiewood Capital, LLC Fargo, ND Q1 2026
Pinnacle Financial Group, LLC / IL Western Springs, IL Q4 2025
Presidio Capital Management, LLC San Diego, CA Q1 2026
PALO ALTO WEALTH ADVISORS, LLC Palo Alto, CA Q3 2025
Pineno Levin & Ford Asset Management, Inc. Richmond, VA Q4 2021
Pinnacle Bancorp, Inc. Beatrice, NE Q1 2026
PENOBSCOT WEALTH MANAGEMENT Portland, ME Q1 2026
PRIVATE CLIENT SERVICES, LLC Louisville, KY Q1 2026
Pine Harbor Wealth Management, LLC Fairfax, VA Q1 2026
Palo Duro Investment Partners, LP Chicago, IL Q4 2025
PORTLAND INVESTMENT COUNSEL INC. Burlington, Ontario, Canada Q4 2025
PURE PORTFOLIOS HOLDINGS LLC Lake Oswego, OR Q4 2025
Provident Wealth Management, LLC Brentwood, TN Q1 2026
Perbak Capital Partners LLP London, United Kingdom Q4 2025
Precocity Capital LP Stamford, CT Q4 2018
Paragon Private Wealth Management, LLC Lexington, KY Q4 2025
Proquility Private Wealth Partners, LLC Las Vegas, NV Q1 2025
Permit Capital, LLC West Conshohocken, PA Q4 2025
Patriot Financial Partners GP II, L.P. Radnor, PA Q4 2025
Passive Capital Management, LLC. Baltimore, MD Q4 2025
PFW Advisors LLC Atlanta, GA Q1 2026
Payne Capital Management, LLC New York, NY Q4 2025
Partnervest Advisory Services LLC Santa Barbara, CA Q3 2020
Purus Wealth Management, LLC Newport Beach, CA Q1 2026
Pegasus Asset Management, Inc. Morristown, NJ Q1 2026
PECAUT & CO. Sioux City, IA Q4 2025
Pines Wealth Management, LLC Southern Pines, NC Q1 2026
Precision Wealth Strategies, LLC Saint Louis, MO Q4 2025
Planned Solutions, Inc. Folsom, CA Q1 2026
PFIZER INC New York, NY Q4 2025
Peachtree Investment Partners, LLC Indian River Shores,, FL Q4 2025
Pacifica Partners Inc. Surrey, Canada (Federal Level) Q1 2026
Punch Card Management L.P. Winter Park, FL Q4 2025
Prosperity Wealth Management, Inc. San Ramon, CA Q4 2025
Prudent Man Investment Management, Inc. Louisville, CO Q4 2025
Potrero Capital Research LLC San Francisco, CA Q4 2025
PWMCO, LLC Chicago, IL Q1 2020
Proem Advisors LLC Dallas, TX Q4 2025
Pinnacle Holdings, LLC Tulsa, OK Q4 2025
PineBridge Investments Asia Ltd Hong Kong Q4 2025
Paloma Partners Management Co Greenwich, CT Q4 2025
Powell Investment Advisors, LLC Miami, FL Q1 2026
Providence First Trust Co Scottsdale, AZ Q4 2025
PCA Investment Advisory Services Inc. Cincinnati, OH Q4 2025
Panoramic Hills Capital Ltd Road Town Q4 2025
Prodigy Asset Management LLC Omaha, NE Q4 2025
POWER WEALTH MANAGEMENT LLC Alpharetta, GA Q4 2025
Powers Advisory Group, LLC Highland, IL Q1 2026
PATRIOT FINANCIAL PARTNERS GP, LP Radnor, PA Q2 2025
Plum Street Advisors, LLC New Orleans, LA Q4 2025
Panview Capital Ltd Hong Kong, Hong Kong Q4 2025
Private Wealth Advisors, LLC Fresno, CA Q4 2025
Prosperity Financial Group, Inc. San Ramon, CA Q4 2025
POTENTIA WEALTH San Jose, CA Q4 2025
Prudent Man Advisors, LLC Naperville, IL Q4 2025
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. Warszawa, Poland Q1 2026
Parkshore Wealth Management, Inc. Granite Bay, CA Q4 2025
PENNEY FINANCIAL, LLC Houston, TX Q1 2026
PRW Wealth Management LLC Quincy, MA Q3 2023
Pivotal bioVenture Partners Investment Advisor LLC San Francisco, CA Q4 2025
PING CAPITAL MANAGEMENT, INC. New York, NY Q1 2026
Peloton Wealth Strategists Indianapolis, IN Q4 2025
Palisades Hudson Asset Management, L.P. Fort Lauderdale, FL Q4 2025
Prosperitas Financial LLC Valencia, CA Q4 2025
Peirce Capital Management, LLC The Woodlands, TX Q1 2026
Pinnacle Private Wealth, LLC Andover, MA Q2 2022
Palisades Investment Partners, LLC Santa Monica, CA Q1 2026
Phoenix Wealth Advisors Chapel Hill, NC Q1 2026
Parker Financial LLC Silverdale, WA Q1 2026
PENNINGTON PARTNERS & CO., LLC Bethesda, MD Q4 2025
Painted Porch Advisors LLC Santa Barbara, CA Q4 2025
Prospect Hill Management, LLC Short Hills, NJ Q4 2025
Point View Wealth Management, Inc. Summit, NJ Q4 2020
PACES FERRY WEALTH ADVISORS, LLC Atlanta, GA Q4 2025
Pillsbury Lake Capital LLC San Francisco, CA Q4 2025
Porter White Investment Advisors, Inc. Birmingham, AL Q4 2025
PFC CAPITAL GROUP, INC. Los Angeles, CA Q4 2025
Physician Wealth Solutions Inc. North Las Vegas, NV Q1 2026
Pavion Blue Capital, LLC Newport Beach, CA Q4 2025
PHILADELPHIA INTERNATIONAL ADVISORS LP Philadelphia, PA Q1 2015
PVG Asset Management Golden, CO Q4 2016
Palo Capital, Inc. Newport Beach, CA Q4 2018
PRAGMA GESTAO DE PATRIMONIO LTD Sao Paulo, Brazil Q4 2025
PRECISION PATH CAPITAL, LP New York, NY Q4 2018
Palogic Value Management, L.P. Dallas, TX Q4 2025
POSTROCK PARTNERS LLC Overland Park, OR Q4 2025
PFG Private Wealth Management, LLC Lutz, FL Q4 2025
Pinnacle Family Advisors, LLC Springfield, MO Q4 2025
PhiloSmith Capital Corp Stamford, CT Q2 2021
PATRON PARTNERS, LLC Houston, TX Q1 2026
PLUSTICK MANAGEMENT LLC Charlottesville, VA Q4 2025
PEAK FINANCIAL ADVISORS LLC Denver, CO Q1 2026
PACK Private Wealth, LLC Wayzata, MN Q4 2025
Pflug Koory, LLC Omaha, NE Q1 2026
PFS Partners, LLC Mine Hill, NJ Q1 2026
Pacific Wealth Management San Diego, CA Q4 2025
Private Wealth Group, LLC Tampa, FL Q1 2026
Pachira Investments Inc. Dana Point, CA Q1 2026
PKO BP BANKOWY Universal Pension Society JSC Warsaw, Poland Q1 2026
PSquared Asset Management AG Zurich, Switzerland Q4 2025
Purkiss Capital Advisors LLC Ridgefield, CT Q4 2025
Paul R. Ried Financial Group, LLC Bellevue, WA Q4 2025
Powers Capital, LLC San Francisco, CA Q1 2026
PEOPLES FINANCIAL SERVICES CORP. Moosic, PA Q1 2026
Piermont Capital Management Inc. St. Louis, MO Q4 2018
Planning Professional Thousand Oaks, CA Q3 2021
Persistent Asset Partners Ltd Hong Kong, Hong Kong Q4 2025
Pilgrim Partners Asia Pte Ltd Singapore Q4 2025
PACIFIC SUN FINANCIAL CORP Los Angeles, CA Q4 2025
PEG CAPITAL MANAGEMENT INC /NH/ Canaan, NH Q1 2015
Praetorian PR LLC Rincon, PR Q4 2025
Pacific Edge Advisors, LLC Corona Del Mar, CA Q3 2021
Private Vista, LLC Chicago, IL Q2 2020
Plotkin Financial Advisors, LLC Chevy Chase, MD Q4 2025
Plan A Wealth LLC Lincoln, NE Q4 2025
P SCHOENFELD ASSET MANAGEMENT LP New York, NY Q4 2025
Pinnacle Wealth Management Group, Inc. Plymouth, MI Q1 2026
Pointe Capital Management LLC Grosse Pointe Farms, MI Q4 2025
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Pinnacle Wealth Management, LLC Roseville, CA Q1 2026
Palliser Capital (UK) Ltd London, United Kingdom Q4 2025
Paladin Wealth, LLC Arden Hills, MN Q1 2026
Principia Wealth Advisory, LLC Dallas, TX Q4 2025
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Pariax, LLC Newport Beach, CA Q4 2023
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Portland Hill Asset Management Ltd London, United Kingdom Q1 2024
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Polus Capital Management Ltd London, United Kingdom Q3 2024
PROTECTIVE LIFE CORP Birmingham, AL Q4 2025
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Pinegrove Venture Partners, LLC Menlo Park, CA Q4 2025
PayPay Securities Corp Tokyo Q1 2026
Pine River Capital Management L.P. Minnetonka, MN Q3 2018
Park Avenue Institutional Advisers LLC New York, NY Q4 2025
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ParenteBeard Wealth Management, LLC York, PA Q4 2014
Parplus Partners New York, NY Q1 2020
PharVision Advisers, LLC Boca Raton, FL Q1 2026
PAAMCO Prisma Holdings, LLC Irvine, CA Q3 2019
PA Capital LLC Richmond, VA Q4 2022
Pacific Grove Capital LP San Francisco, CA Q3 2019
PACIFIC INDEMNITY CO Whitehouse Station, NJ Q4 2017
PagnatoKarp Partners LLC Reston, VA Q2 2020
Pagoda Asset Management, LP New York, NY Q2 2018
Merchant Solutions S.l. Pagonxt Madrid, Spain Q4 2022
Palisades Safety & Insurance Association Woodbridge, NJ Q4 2025
Paloma Partners Advisors LP Fort Lauderdale, FL Q4 2025
Pamalican Asset Management Ltd Hong Kong, Hong Kong Q3 2025
Pamplona Capital Management, LLP London, United Kingdom Q3 2016
Pamplona PE Investments Malta Ltd Ta'xbiex Q4 2025
Pantechnicon Advisors LLP London, United Kingdom Q2 2024
Paradice Investment Management Pty Ltd Sydney Q4 2025
Paragon Associates II, Ltd Dallas, TX Q4 2013
Parallel Universes Asset Management Ltd Hong Kong Q4 2025
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Parametrica Asset Management Ltd Wanchai, Hong Kong Q4 2025
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA Q4 2025
Sas Parametric Paris Q4 2025
Parsow Management LLC Omaha, NE Q4 2025
Partner Investment Management, L.P. San Francisco, CA Q3 2020
PartnerRe Principal Finance Inc. Greenwich, CT Q3 2016
PASSPORT RESEARCH LTD St. Louis, MO Q4 2016
PATHSTONE FAMILY OFFICE, LLC Englewood, NJ Q4 2025
PAULSON MANAGEMENT LP New York, NY Q4 2024
Pax Ellevate Management LLC Portsmouth, NH Q3 2020
PEAK6 Capital Management LLC Chicago, IL Q4 2025
PEAK6 Foundation Chicago, IL Q4 2025
PEAK6 Group LLC Chicago, IL Q4 2025
PEAK6 Investments LLC Chicago, IL Q4 2025
Peak Capital Management LLC Greenwood Village, CO Q4 2025
Peak Investments, LLC Los Angeles, CA Q2 2015
Peak Reinsurance Co Ltd Hong Kong, Hong Kong Q1 2017
PEAK TEN MASTER FUND, LTD. Grand Cayman, Cayman Islands Q3 2015
Peak XV Partners Management V Ltd Trianon, Mauritius Q4 2025
Peak XV Partners Operations LLC Trianon, Mauritius Q4 2025
Peak XV Partners Principals Fund V LTD Trianon, Mauritius Q4 2025
Pearl River Capital, LLC Niles, MI Q3 2025
PEAR TREE ADVISORS INC Lincoln, MA Q4 2025
PEERLESS INSURANCE CO Boston, MA Q4 2025
Peilim Portfolio Management Ltd Ramat Gan, Israel Q4 2025
PELHAM GLOBAL FINANCIALS LTD London, United Kingdom Q3 2023
Pelorus Jack Capital, L.P. San Francisco, CA Q2 2018
Pendal Group Ltd Sydney Q1 2026
Pennant Capital Management, LLC Summit, NJ Q3 2018
Pennant General Partner LLC Summit, NJ Q3 2018
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Perenco International Ltd Nassau, Bahamas Q1 2026
Perennial Investment Partners LTD Sydney, Australia Q1 2015
Pergamon Offshore Advisors, L.P. New York, NY Q4 2015
Perimeter Capital Partners, LLC Atlanta, GA Q4 2014
Perkins Investment Management, LLC Chicago, IL Q2 2021
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Permira Growth Opportunities II GP S.A.R.L. Luxembourg, Luxembourg Q4 2025
Permira Holdings LTD St. Peter Port, Guernsey Q4 2025
Permira IV Managers Ltd St. Peter Port, Guernsey Q3 2017
Permira V G.P. Ltd St. Peter Port, Guernsey Q4 2025
Permira VII GP S.a r.l. Luxembourg, Luxembourg Q4 2025
PERMIT CAPITAL GP LP West Conshohocken, PA Q1 2024
Perpetual Investment Management Ltd Sydney Q1 2026
Justin J. Perreault Woburn, MA Q3 2018
PERRY CAPITAL New York, NY Q3 2017
Perseverance Asset Management International (Singapore) Pte. Ltd. Singapore Q4 2025
Personal Wealth Partners Bloomington, MN Q2 2022
Pertento Advisors LLC Delaware, DE Q4 2025
PFM Asset Management LLC Harrisburg, PA Q3 2024
PFS INVESTMENTS INC. Duluth, GA Q4 2025
PGIM, Inc. Newark, NJ Q4 2025
PGIM INVESTMENTS LLC Newark, NJ Q4 2025
PGIM Quantitative Solutions LLC Newark, NJ Q4 2025
PGIM SECURITIES INVESTMENT TRUST ENTERPRISE Taipei, Taiwan Q2 2025
PGIM Wadhwani LLP London, United Kingdom Q3 2024
Phaeacian Partners LLC El Segundo, California, CA Q1 2022
Pharma/Wealth Management Co S.A Luxembourg, Luxembourg Q4 2013
Pharo Management (HK) Ltd. Hong Kong Q3 2025
Pharo Management (UK) LLP London Q3 2025
PHOENIX INVESTMENTS HOUSE LTD. Bnei Brak Q4 2025
Pictet Asset Management (Europe) S.A. Luxembourg, Luxembourg Q1 2026
Pictet Asset Management (Hong Kong) Ltd Hong Kong, Hong Kong Q1 2026
Pictet Asset Management (Japan) Ltd. Tokyo, Japan Q1 2026
PICTET ASSET MANAGEMENT LTD London, United Kingdom Q1 2026
PICTET ASSET MANAGEMENT SA Geneva 73, Switzerland Q1 2026
PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD Singapore, Singapore Q1 2026
PIEDMONT INVESTMENT ADVISORS INC Durham, NC Q2 2020
Pillar Wealth Advisors, LLC West Chester, PA Q3 2025
Pineridge Advisors LLC St. Charles, MO Q1 2026
PineView Asset Management LP Greenwich, CT Q2 2018
Pinnacle Wealth Advisors Nashville, TN Q1 2025
PIPER SANDLER COMPANIES Minneapolis, MN Q3 2019
PITCAIRN CO Conshohocken, PA Q4 2025
Pitcairn Financial Group LLC Conshohocken, PA Q4 2025
Pitcairn Trust Co LLC Conshohocken, PA Q4 2025
Pivotal bioVenture Partners Fund I U.G.P. Ltd San Francisco, CA Q4 2025
Pivot Point Capital Partners, LLC San Francisco, CA Q4 2018
PlainsCapital Bank Dallas, TX Q4 2025
PlainsCapital Corp Dallas, TX Q4 2025
Pleasant Lake Partners LLC Rincon, PR Q4 2025
Pluribus Labs, LLC Mill Valley, CA Q1 2023
Plymouth Lane Capital Management, LLC New York, NY Q2 2016
PLYMOUTH LANE PARTNERS (MASTER), LP New York, NY Q2 2016
Plymouth Rock Co Inc Boston, MA Q4 2025
PM CAPITAL Ltd Sydney Q3 2025
PM Capital Pty Ltd Sydney Q4 2025
PNC BANCORP INC. Wilmington, DE Q1 2020
PNC BANK, NATIONAL ASSOCIATION Pittsburgh, PA Q4 2025
PNC Capital Advisors, LLC Pittsburgh, PA Q2 2021
PNC Delaware Trust Co Wilmington, DE Q4 2025
PNC Ohio Trust Co Cleveland, OH Q4 2025
PNC Wealth Management LLC Pittsburgh, PA Q4 2025
Allianz Bulgaria Pod Sofia, Bulgaria Q4 2025
Point72 Asia (Singapore) Pte. Ltd. Singapore Q4 2025
Point72 (DIFC) Ltd Dubai, United Arab Emirates Q4 2025
Point72 Europe (London) LLP London, United Kingdom Q4 2025
Point72 Hong Kong Ltd Hong Kong, Hong Kong Q4 2025
Middle East Fze Point72 Dubai, United Arab Emirates Q3 2025
Pointstate Argentum LLC New York, NY Q3 2020
PointState Season LLC New York, NY Q4 2025
Polar Capital LLP London, United Kingdom Q4 2025
Polar Capital (Switzerland) AG Zurich, Switzerland Q4 2025
Polarity Investment Partners LP El Segundo, CA Q2 2022
Michael A. Pollack New York, NY Q3 2017
Ponoi Capital II, LP San Francisco, CA Q3 2020
PONOI CAPITAL, LP San Francisco, CA Q3 2020
Patricia D. Popov Boston, MA Q1 2026
Poseidonos LLC Vaduz, Liechtenstein Q3 2024
Post Oak Energy Capital, LP Houston, TX Q4 2025
Sava D.d. Pozavarovalnica Ljubljana Q4 2025
Praetorian Capital Management LLC Coral Gables, FL Q1 2023
Prairie Wealth Advisors, Inc. Omaha, NE Q4 2025
Dr. Peter Prast Vaduz, Liechtenstein Q3 2020
Harold I. Pratt Boston, MA Q3 2019
Precept Capital Management, L.P. Dallas, TX Q3 2023
PREMIER ASSET MANAGEMENT LLC Chicago, IL Q1 2023
Premier Wealth Management W.L.L. Manama Q4 2025
Prepared Retirement Institute LLC Lansdale, PA Q1 2026
P.R. Herzig & Co. Inc. Roslyn Heights, NY Q3 2018
Princeton Alpha Management LP Princeton Junction, NJ Q2 2017
PRINCIPAL FINANCIAL SERVICES INC Des Moines, IA Q4 2025
PRINCIPAL GLOBAL INVESTORS Des Moines, IA Q4 2025
PRINCIPAL LIFE INSURANCE CO Des Moines, IA Q4 2025
PRINCIPAL MANAGEMENT CORP Des Moines, IA Q1 2017
PRINCIPAL REAL ESTATE INVESTORS LLC Des Moines, IA Q4 2025
PRIVATEBANCORP, INC Chicago, IL Q1 2017
Profuturo AFP S.A. Lima, Peru Q4 2025
PROOF Management, LLC Reston, VA Q3 2020
Proprium Capital Partners GP, LLC Stamford, CT Q3 2017
ProQuest Associates III LLC Naples, FL Q3 2018
Prosiris Capital Management LP New York, NY Q3 2017
PROSPECT HARBOR CREDIT PARTNERS LP Boston, MA Q1 2014
PROSPECT HARBOR INVESTORS, LLC Boston, MA Q1 2014
PROSPECTOR FUNDS, INC. Guilford, CT Q3 2024
PROSPECTOR PARTNERS FUND, L.P. Guilford, CT Q4 2025
Prosus N.V. Amsterdam, Netherlands Q4 2025
PROVENANCE CAPITAL ADVISORS LP New York, NY Q4 2016
PROVIDA PENSION FUND ADMINISTRATOR Las Condes, Santiago, Chile Q4 2025
Providence Wealth Management, LLC Knoxville, TN Q4 2025
PRUCO SECURITIES, LLC. Newark, NJ Q3 2024
Prudence Asset Management Pte. Ltd. Singapore, Singapore Q3 2022
PRUDENTIAL GIBRALTAR FINANCIAL LIFE INSURANCE CO., LTD. Tokyo, Japan Q3 2025
PRUDENTIAL LIFE INSURANCE COMPANY, LTD. Tokyo, Japan Q4 2025
Prudential Trust Co Scranton, PA Q4 2025
PR Wealth Management Group East Moline, IL Q2 2025
Psagot Mutual Funds Ltd. Tel Aviv, Israel Q4 2023
Psagot Provident Funds & Pension Ltd. Tel Aviv, Israel Q1 2021
Psagot Securities Ltd. Tel Aviv, Israel Q3 2024
Psagot Value Holdings Ltd. / (Israel) Tel Aviv, Israel Q3 2024
P-STS SPV GP IA, LLC San Francisco, CA Q2 2021
P-STS SPV GP I, LLC San Francisco, CA Q2 2021
PT BNP Paribas Asset Management Jakarta Q4 2025
Purpose Investments Inc. Toronto Q4 2025
PUTNAM ADVISORY CO LLC Boston, MA Q4 2025
PUTNAM INVESTMENT MANAGEMENT LLC Boston, MA Q4 2025
Pyrford International Ltd London Q4 2025
Pythagorean Trading, LLC Stamford, CT Q3 2024

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