| Severin Investments, LLC |
2025 Q3
|
12/3/2025, 04:39 PM |
174
|
$112M
|
| Severin Investments, LLC |
2025 Q2
|
12/3/2025, 04:38 PM |
170
|
$107M
|
| Severin Investments, LLC |
2025 Q1
|
12/3/2025, 04:36 PM |
185
|
$99.9M
|
| Severin Investments, LLC |
2024 Q4
|
12/3/2025, 04:35 PM |
185
|
$100M
|
| Value Aligned Research Advisors, LLC |
2025 Q3 - Restatement
|
12/3/2025, 04:23 PM |
42
|
$4.33B
|
| Strategic Investment Solutions, Inc. /IL |
2025 Q3
|
12/3/2025, 04:21 PM |
604
|
$378M
|
| Penn Mutual Asset Management |
2025 Q3
|
12/3/2025, 03:11 PM |
62
|
$51.5M
|
| Ssa Swiss Advisors Ag |
2025 Q3
|
12/3/2025, 11:18 AM |
110
|
$215M
|
| Crosspoint Financial, Llc |
2025 Q3
|
12/3/2025, 09:43 AM |
35
|
$40.7M
|
| Troy Asset Management Ltd |
2024 Q2 - Restatement
|
12/3/2025, 07:17 AM |
33
|
$3.08B
|
| Standard Investments LLC |
2025 Q3 - New Holdings
|
12/2/2025, 04:30 PM |
1
|
$107M
|
| Allworth Financial LP |
2025 Q3
|
12/2/2025, 04:09 PM |
4848
|
$22.6B
|
| IFP Advisors, Inc |
2025 Q3
|
12/2/2025, 03:47 PM |
4287
|
$3.85B
|
| Swiss Life Asset Management Ltd |
2025 Q3
|
12/2/2025, 03:42 PM |
1192
|
$19.2B
|
| Swiss Life Asset Management Ltd |
2025 Q2
|
12/2/2025, 03:26 PM |
874
|
$17B
|
| Swiss Life Asset Management Ltd |
2025 Q1
|
12/2/2025, 03:25 PM |
706
|
$13.8B
|
| Strategic Point Investment Advisors, LLC |
2025 Q3
|
12/2/2025, 03:08 PM |
34
|
$696M
|
| Goldentree Asset Management Lp |
2025 Q3 - New Holdings
|
12/2/2025, 01:24 PM |
2
|
$192M
|
| Innova Wealth Partners |
2025 Q3
|
12/2/2025, 01:07 PM |
126
|
$185M
|
| Steadtrust LLC |
2025 Q3
|
12/2/2025, 12:15 PM |
118
|
$148M
|
| Stillwater Wealth Management Group |
2025 Q3
|
12/2/2025, 11:19 AM |
76
|
$143M
|
| Flagship Harbor Advisors, Llc |
2024 Q2
|
12/2/2025, 10:04 AM |
691
|
$1.66B
|
| Tevis Investment Management |
2025 Q3
|
12/2/2025, 10:03 AM |
106
|
$166M
|
| Gilbert Capital Group, Inc. |
2025 Q3
|
12/2/2025, 09:12 AM |
51
|
$129M
|
| Greenhaven Road Investment Management, L.P. |
2025 Q3 - Restatement
|
12/1/2025, 05:15 PM |
15
|
$242M
|
| Maxele Advisors, LLC |
2025 Q2
|
12/1/2025, 05:13 PM |
101
|
$115M
|
| Maxele Advisors, LLC |
2025 Q1
|
12/1/2025, 05:13 PM |
97
|
$103M
|
| Maxele Advisors, LLC |
2024 Q4
|
12/1/2025, 05:13 PM |
97
|
$105M
|
| Maxele Advisors, LLC |
2022 Q3
|
12/1/2025, 05:13 PM |
79
|
$59.6M
|
| Maxele Advisors, LLC |
2022 Q2
|
12/1/2025, 05:13 PM |
81
|
$63.7M
|
| Maxele Advisors, LLC |
2022 Q1
|
12/1/2025, 05:12 PM |
86
|
$80.6M
|
| Maxele Advisors, LLC |
2021 Q4
|
12/1/2025, 05:12 PM |
86
|
$86.6M
|
| Private Wealth Advisors, LLC |
2025 Q3
|
12/1/2025, 05:10 PM |
86
|
$266M
|
| Steadtrust LLC |
2025 Q2
|
12/1/2025, 04:29 PM |
115
|
$127M
|
| EnCap Energy Capital Fund IX, L.P. |
2025 Q3
|
12/1/2025, 03:28 PM |
0
|
$0
|
| CMC Financial Group |
2025 Q3
|
12/1/2025, 03:25 PM |
35
|
$54M
|
| LTG Capital LLC |
2025 Q3
|
12/1/2025, 02:35 PM |
27
|
$127M
|
| Groupama Asset Managment |
2025 Q3
|
12/1/2025, 12:50 PM |
465
|
$6.7B
|
| Somnio Financial Group, LLC |
2025 Q3
|
12/1/2025, 12:03 PM |
13
|
$147M
|
| Polar Asset Management Partners Inc. |
2025 Q3 - Restatement
|
12/1/2025, 10:53 AM |
599
|
$4.91B
|
| RIA Advisory Group LLC |
2025 Q3
|
12/1/2025, 10:36 AM |
148
|
$388M
|
| Cantor Fitzgerald, L. P. |
2025 Q3 - Restatement
|
12/1/2025, 10:28 AM |
294
|
$5.09B
|
| Pcg Asset Management, Llc |
2025 Q3 - Restatement
|
12/1/2025, 10:10 AM |
78
|
$125M
|
| Syverson Strege & Co |
2025 Q3
|
12/1/2025, 09:39 AM |
165
|
$417M
|
| Payne Capital Management, LLC |
2025 Q3
|
12/1/2025, 09:32 AM |
77
|
$311M
|
| Investment Research Partners LLC |
2025 Q3
|
12/1/2025, 09:32 AM |
224
|
$222M
|
| Cambria Investment Management, L.P. |
2025 Q3 - Restatement
|
12/1/2025, 08:55 AM |
530
|
$1.65B
|
| Strategic Advocates LLC |
2025 Q3
|
11/26/2025, 03:38 PM |
611
|
$384M
|
| Lantern Wealth Advisors, LLC |
2025 Q3
|
11/26/2025, 12:49 PM |
158
|
$185M
|
| Equitec Proprietary Markets, Llc |
2025 Q3
|
11/26/2025, 11:18 AM |
45
|
$16.8M
|
| Jpmorgan Chase & Co |
2025 Q3 - New Holdings
|
11/26/2025, 11:13 AM |
6293
|
$1.57T
|
| XXEC, Inc. |
2025 Q3
|
11/26/2025, 10:45 AM |
22
|
$117M
|
| Evelyn Partners Asset Management Ltd |
2025 Q2 - Restatement
|
11/25/2025, 07:56 PM |
237
|
$395M
|
| Evelyn Partners Investment Management (Europe) Ltd |
2025 Q2 - Restatement
|
11/25/2025, 07:56 PM |
184
|
$279M
|
| Evelyn Partners Investment Management LLP |
2025 Q2 - Restatement
|
11/25/2025, 07:55 PM |
415
|
$3.27B
|
| Evelyn Partners Investment Management Services Ltd |
2025 Q2 - Restatement
|
11/25/2025, 07:55 PM |
264
|
$666M
|
| Vermillion & White Wealth Management Group, LLC |
2025 Q3
|
11/25/2025, 06:07 PM |
570
|
$176M
|
| KERR FINANCIAL PLANNING Corp |
2025 Q3
|
11/25/2025, 04:33 PM |
561
|
$69.5M
|
| Connors Investor Services Inc |
2025 Q3
|
11/25/2025, 04:28 PM |
153
|
$1.17B
|
| BlueCrest Capital Management Ltd |
2025 Q3 - New Holdings
|
11/25/2025, 03:56 PM |
2
|
$30.9M
|
| Court Place Advisors, LLC |
2025 Q3
|
11/25/2025, 03:25 PM |
147
|
$332M
|
| Alexander Labrunerie & Co., Inc. |
2025 Q3
|
11/25/2025, 03:10 PM |
119
|
$271M
|
| LWM Advisory Services, LLC |
2025 Q3
|
11/25/2025, 12:56 PM |
93
|
$172M
|
| Keyes, Stange & Wooten Wealth Management, LLC |
2025 Q3
|
11/25/2025, 12:56 PM |
71
|
$207M
|
| WJ Wealth Management, LLC |
2025 Q3 - Restatement
|
11/25/2025, 12:46 PM |
69
|
$227M
|
| Payne Capital Management, LLC |
2025 Q2
|
11/25/2025, 12:41 PM |
77
|
$259M
|
| Payne Capital Management, LLC |
2025 Q1
|
11/25/2025, 12:40 PM |
71
|
$235M
|
| Payne Capital Management, LLC |
2024 Q4
|
11/25/2025, 12:39 PM |
69
|
$232M
|
| Arq Wealth Advisors, Llc |
2025 Q3
|
11/25/2025, 12:33 PM |
134
|
$338M
|
| Peak XV Partners Operations LLC |
2025 Q3
|
11/25/2025, 12:01 PM |
1
|
$161M
|
| Little Harbor Advisors, LLC |
2025 Q3
|
11/25/2025, 11:42 AM |
8
|
$200M
|
| Briaud Financial Planning, Inc |
2025 Q3
|
11/25/2025, 09:26 AM |
36
|
$306M
|
| Kimelman & Baird, LLC |
2025 Q3
|
11/25/2025, 09:25 AM |
307
|
$1.28B
|
| Chelsea Counsel Co |
2025 Q3
|
11/24/2025, 06:17 PM |
242
|
$225M
|
| Opes Wealth Management LLC |
2025 Q3
|
11/24/2025, 05:11 PM |
143
|
$568M
|
| TD Capital Management LLC |
2025 Q3
|
11/24/2025, 04:49 PM |
685
|
$1.11B
|
| Provida Pension Fund Administrator |
2025 Q2 - New Holdings
|
11/24/2025, 04:04 PM |
64
|
$5.52B
|
| Cherry Tree Wealth Management, LLC |
2025 Q3
|
11/24/2025, 03:45 PM |
590
|
$456M
|
| Trust Investment Advisors |
2025 Q3
|
11/24/2025, 03:14 PM |
105
|
$178M
|
| Pointe Capital Management LLC |
2025 Q3
|
11/24/2025, 02:29 PM |
154
|
$205M
|
| Penn Capital Management Company, LLC |
2025 Q3
|
11/24/2025, 02:08 PM |
170
|
$1.3B
|
| Magnolia Wealth Management, LLC |
2025 Q2
|
11/24/2025, 01:53 PM |
12
|
$153M
|
| Manhattan West Asset Management, LLC |
2025 Q3
|
11/24/2025, 12:33 PM |
140
|
$473M
|
| Graybill Wealth Management, Ltd. |
2025 Q3
|
11/24/2025, 12:13 PM |
82
|
$325M
|
| William Mack & Associates, Inc. |
2025 Q2
|
11/24/2025, 11:55 AM |
78
|
$157M
|
| William Mack & Associates, Inc. |
2025 Q1
|
11/24/2025, 11:54 AM |
70
|
$117M
|
| William Mack & Associates, Inc. |
2024 Q4
|
11/24/2025, 11:52 AM |
64
|
$95.5M
|
| LifeGoal Wealth Advisors |
2025 Q3
|
11/24/2025, 11:51 AM |
70
|
$120M
|
| Burkett Financial Services, Llc |
2025 Q3
|
11/24/2025, 11:41 AM |
221
|
$290M
|
| Liontrust Investment Partners LLP |
2025 Q3 - Restatement
|
11/24/2025, 11:25 AM |
189
|
$6.84B
|
| Greenfield Seitz Capital Management, LLC |
2025 Q3
|
11/24/2025, 11:22 AM |
108
|
$310M
|
| Greenfield Seitz Capital Management, LLC |
2025 Q2
|
11/24/2025, 11:22 AM |
111
|
$283M
|
| Greenfield Seitz Capital Management, LLC |
2025 Q1
|
11/24/2025, 11:22 AM |
110
|
$262M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q4
|
11/24/2025, 11:22 AM |
102
|
$263M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q3
|
11/24/2025, 11:22 AM |
98
|
$273M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q2
|
11/24/2025, 11:22 AM |
102
|
$270M
|
| Greenfield Seitz Capital Management, LLC |
2024 Q1
|
11/24/2025, 11:22 AM |
105
|
$268M
|
| Greenfield Seitz Capital Management, LLC |
2023 Q4
|
11/24/2025, 11:22 AM |
104
|
$251M
|
| Laurel Wealth Advisors LLC |
2025 Q2 - Restatement
|
11/24/2025, 10:39 AM |
188
|
$669M
|
| Liontrust Investment Partners LLP |
2025 Q3
|
11/24/2025, 09:58 AM |
198
|
$6.94B
|