| 19 Dec 2025, 16:37:26 UTC |
13F-HR/A |
NewGen Equity Long/Short Fund |
2025 Q3 - Restatement
|
0
|
$0
|
| 19 Dec 2025, 16:08:10 UTC |
13F-HR/A |
Patriot Financial Partners GP II, L.P. |
2025 Q3 - Restatement
|
12
|
$316M
|
| 19 Dec 2025, 10:24:34 UTC |
13F-HR |
Finivi Inc. |
2025 Q3
|
97
|
$157M
|
| 19 Dec 2025, 10:23:32 UTC |
13F-HR |
Finivi Inc. |
2025 Q2
|
99
|
$148M
|
| 19 Dec 2025, 10:22:33 UTC |
13F-HR |
Finivi Inc. |
2025 Q1
|
86
|
$124M
|
| 19 Dec 2025, 10:21:35 UTC |
13F-HR |
Finivi Inc. |
2024 Q4
|
89
|
$125M
|
| 19 Dec 2025, 10:20:37 UTC |
13F-HR |
Finivi Inc. |
2024 Q3
|
85
|
$123M
|
| 19 Dec 2025, 10:19:37 UTC |
13F-HR |
Finivi Inc. |
2024 Q2
|
90
|
$121M
|
| 19 Dec 2025, 10:15:24 UTC |
13F-HR |
Finivi Inc. |
2023 Q4
|
90
|
$102M
|
| 19 Dec 2025, 10:12:37 UTC |
13F-HR |
Finivi Inc. |
2021 Q4
|
75
|
$94.5M
|
| 19 Dec 2025, 10:07:38 UTC |
13F-HR |
Finivi Inc. |
2024 Q1
|
84
|
$110M
|
| 18 Dec 2025, 16:50:12 UTC |
13F-HR |
ADVISORS MANAGEMENT GROUP INC /ADV |
2025 Q3
|
153
|
$570M
|
| 18 Dec 2025, 14:22:01 UTC |
13F-HR/A |
WGI DM, LLC |
2025 Q3 - New Holdings
|
7
|
$1.34B
|
| 18 Dec 2025, 14:07:05 UTC |
13F-HR/A |
WGI DM, LLC |
2025 Q2 - New Holdings
|
5
|
$969M
|
| 18 Dec 2025, 13:57:38 UTC |
13F-HR/A |
WGI DM, LLC |
2025 Q1 - New Holdings
|
5
|
$711M
|
| 18 Dec 2025, 12:56:59 UTC |
13F-HR/A |
Westwood Global Investments, LLC |
2025 Q3 - New Holdings
|
10
|
$2B
|
| 18 Dec 2025, 12:47:25 UTC |
13F-HR/A |
Westwood Global Investments, LLC |
2025 Q2 - New Holdings
|
11
|
$1.85B
|
| 18 Dec 2025, 12:36:24 UTC |
13F-HR/A |
Westwood Global Investments, LLC |
2025 Q1 - New Holdings
|
10
|
$1.62B
|
| 18 Dec 2025, 12:10:24 UTC |
13F-HR/A |
Westwood Global Investments, LLC |
2024 Q4 - New Holdings
|
14
|
$1.97B
|
| 18 Dec 2025, 12:04:20 UTC |
13F-HR/A |
Westwood Global Investments, LLC |
2024 Q4 - New Holdings
|
2
|
$371M
|
| 18 Dec 2025, 10:32:56 UTC |
13F-HR/A |
Employees' Retirement Fund of the City of Fort Worth |
2025 Q3 - New Holdings
|
19
|
$214M
|
| 18 Dec 2025, 09:45:41 UTC |
13F-HR |
BUSH INVESTMENT GROUP, LLC |
2025 Q3
|
37
|
$169M
|
| 18 Dec 2025, 08:13:24 UTC |
13F-HR |
AIA Group Ltd |
2025 Q3
|
398
|
$5.66B
|
| 18 Dec 2025, 07:42:23 UTC |
13F-HR |
Groupe Bruxelles Lambert |
2025 Q3
|
1
|
$405M
|
| 18 Dec 2025, 07:16:26 UTC |
13F-HR |
Danica Pension, Livsforsikringsaktieselskab |
2025 Q2
|
80
|
$5.97B
|
| 18 Dec 2025, 07:15:02 UTC |
13F-HR |
DANSKE BANK A/S |
2025 Q2
|
1504
|
$40.3B
|
| 18 Dec 2025, 07:13:21 UTC |
13F-HR |
Danica Pension, Livsforsikringsaktieselskab |
2025 Q1
|
83
|
$5.05B
|
| 18 Dec 2025, 07:10:35 UTC |
13F-HR |
DANSKE BANK A/S |
2025 Q1
|
1356
|
$32.7B
|
| 17 Dec 2025, 16:58:22 UTC |
13F-HR |
PETERSON WEALTH MANAGEMENT |
2025 Q3
|
39
|
$144M
|
| 17 Dec 2025, 16:47:41 UTC |
13F-HR |
NewGen Asset Management Ltd |
2025 Q3
|
23
|
$150M
|
| 17 Dec 2025, 16:43:05 UTC |
13F-HR |
Alternative Investment Advisors, LLC. |
2025 Q3
|
56
|
$220M
|
| 17 Dec 2025, 15:12:04 UTC |
13F-HR |
Financial Symmetry Inc |
2025 Q3
|
54
|
$223M
|
| 17 Dec 2025, 14:47:17 UTC |
13F-HR/A |
Strategic Investment Advisors / MI |
2025 Q3 - Restatement
|
265
|
$546M
|
| 17 Dec 2025, 12:41:38 UTC |
13F-HR |
Emergent Wealth Advisors, LLC |
2024 Q1
|
104
|
$116M
|
| 16 Dec 2025, 14:45:37 UTC |
13F-HR |
Keel Point, LLC |
2025 Q3
|
526
|
$1.62B
|
| 16 Dec 2025, 14:28:19 UTC |
13F-HR |
Garde Capital, Inc. |
2025 Q3
|
204
|
$1.99B
|
| 16 Dec 2025, 12:39:24 UTC |
13F-HR |
Lindenwold Advisors, INC |
2025 Q3
|
110
|
$211M
|
| 15 Dec 2025, 21:59:42 UTC |
13F-HR |
Emergent Wealth Advisors, LLC |
2024 Q3
|
109
|
$135M
|
| 15 Dec 2025, 21:58:07 UTC |
13F-HR |
Emergent Wealth Advisors, LLC |
2024 Q2
|
108
|
$124M
|
| 15 Dec 2025, 21:56:43 UTC |
13F-HR |
Emergent Wealth Advisors, LLC |
2023 Q4
|
106
|
$107M
|
| 15 Dec 2025, 16:42:28 UTC |
13F-HR |
BOURNE LENT ASSET MANAGEMENT INC |
2025 Q3
|
63
|
$281M
|
| 15 Dec 2025, 14:17:52 UTC |
13F-HR/A |
MIRABELLA FINANCIAL SERVICES LLP |
2025 Q3 - Restatement
|
250
|
$1.15B
|
| 15 Dec 2025, 13:59:10 UTC |
13F-HR |
HARBOUR INVESTMENT MANAGEMENT LLC |
2025 Q3
|
106
|
$230M
|
| 15 Dec 2025, 13:01:44 UTC |
13F-HR |
Farmers National Bank |
2025 Q3
|
174
|
$422M
|
| 15 Dec 2025, 12:21:42 UTC |
13F-HR |
FNY Investment Advisers, LLC |
2025 Q3
|
1013
|
$310M
|
| 15 Dec 2025, 12:13:22 UTC |
13F-HR |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD |
2025 Q3
|
904
|
$3.22B
|
| 15 Dec 2025, 11:55:01 UTC |
13F-HR |
Saranac Partners Ltd |
2025 Q2
|
71
|
$188M
|
| 15 Dec 2025, 11:53:19 UTC |
13F-HR |
Saranac Partners Ltd |
2025 Q1
|
80
|
$176M
|
| 15 Dec 2025, 11:35:53 UTC |
13F-HR/A |
Hudson Bay Capital Management LP |
2025 Q3 - Restatement
|
1005
|
$16.4B
|
| 12 Dec 2025, 17:38:59 UTC |
13F-HR |
CTC LLC |
2025 Q3
|
39
|
$2.45B
|
| 12 Dec 2025, 17:38:28 UTC |
13F-HR |
CTC Alternative Strategies, Ltd. |
2025 Q3
|
75
|
$59.7M
|
| 12 Dec 2025, 10:01:09 UTC |
13F-HR |
ACADEMY CAPITAL MANAGEMENT |
2025 Q3
|
41
|
$701M
|
| 11 Dec 2025, 16:57:52 UTC |
13F-HR |
Permira Holdings LTD |
2025 Q3
|
1
|
$2.04B
|
| 11 Dec 2025, 15:52:45 UTC |
13F-HR |
Evelyn Partners Investment Management Services Ltd |
2024 Q4
|
277
|
$574M
|
| 11 Dec 2025, 15:52:26 UTC |
13F-HR |
Evelyn Partners Investment Management LLP |
2024 Q4
|
416
|
$3.08B
|
| 11 Dec 2025, 15:52:07 UTC |
13F-HR |
Evelyn Partners Investment Management (Europe) Ltd |
2024 Q4
|
189
|
$275M
|
| 11 Dec 2025, 15:51:45 UTC |
13F-HR |
Evelyn Partners Asset Management Ltd |
2024 Q4
|
245
|
$371M
|
| 11 Dec 2025, 15:25:28 UTC |
13F-HR/A |
Seros Financial, LLC |
2025 Q3 - Restatement
|
63
|
$165M
|
| 10 Dec 2025, 12:16:44 UTC |
13F-HR |
AMS Capital Ltda |
2025 Q3
|
13
|
$244M
|
| 09 Dec 2025, 17:37:46 UTC |
13F-HR |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
2025 Q3
|
119
|
$998M
|
| 09 Dec 2025, 16:54:51 UTC |
13F-HR/A |
TUDOR INVESTMENT CORP ET AL |
2025 Q3 - New Holdings
|
5
|
$14.5M
|
| 09 Dec 2025, 16:29:02 UTC |
13F-HR/A |
TUDOR INVESTMENT CORP ET AL |
2025 Q3 - Restatement
|
1497
|
$15.4B
|
| 09 Dec 2025, 12:51:17 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2022 Q1
|
567
|
$7.12B
|
| 09 Dec 2025, 12:48:20 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2022 Q2
|
636
|
$6.18B
|
| 09 Dec 2025, 12:46:21 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2022 Q3
|
576
|
$5.79B
|
| 09 Dec 2025, 12:44:49 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2022 Q4
|
595
|
$5.99B
|
| 09 Dec 2025, 12:43:00 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2023 Q1
|
605
|
$6.65B
|
| 09 Dec 2025, 12:41:45 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2023 Q2
|
608
|
$6.76B
|
| 09 Dec 2025, 12:34:12 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2023 Q3
|
621
|
$6.46B
|
| 09 Dec 2025, 12:29:38 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2023 Q4
|
629
|
$8.32B
|
| 09 Dec 2025, 12:20:57 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2024 Q1
|
531
|
$7.19B
|
| 09 Dec 2025, 12:19:05 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2024 Q2
|
585
|
$8.48B
|
| 09 Dec 2025, 12:17:54 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2024 Q3
|
628
|
$8.8B
|
| 09 Dec 2025, 12:16:36 UTC |
13F-HR |
Swiss Life Asset Management Ltd |
2024 Q4
|
706
|
$13.6B
|
| 09 Dec 2025, 10:50:27 UTC |
13F-HR |
Dean, Jacobson Financial Services, LLC |
2025 Q3
|
16
|
$138M
|
| 08 Dec 2025, 19:23:17 UTC |
13F-HR |
Painted Porch Advisors LLC |
2025 Q3
|
468
|
$262M
|
| 08 Dec 2025, 16:53:08 UTC |
13F-HR/A |
MRP Capital Investments, LLC |
2025 Q3 - Restatement
|
206
|
$114M
|
| 08 Dec 2025, 16:51:20 UTC |
13F-HR |
Alecta Tjanstepension Omsesidigt |
2025 Q3
|
68
|
$22.4B
|
| 08 Dec 2025, 16:28:16 UTC |
13F-HR |
Tull Financial Group, Inc. |
2025 Q3
|
31
|
$226M
|
| 08 Dec 2025, 15:11:20 UTC |
13F-HR |
NWF Advisory Services Inc. |
2023 Q4
|
294
|
$502M
|
| 08 Dec 2025, 15:10:39 UTC |
13F-HR |
NWF Advisory Services Inc. |
2023 Q3
|
283
|
$425M
|
| 08 Dec 2025, 15:09:43 UTC |
13F-HR |
NWF Advisory Services Inc. |
2023 Q2
|
275
|
$432M
|
| 08 Dec 2025, 15:08:54 UTC |
13F-HR |
NWF Advisory Services Inc. |
2023 Q1
|
274
|
$430M
|
| 08 Dec 2025, 12:01:45 UTC |
13F-HR/A |
Evelyn Partners Investment Management Services Ltd |
2025 Q1 - Restatement
|
271
|
$609M
|
| 08 Dec 2025, 12:01:28 UTC |
13F-HR/A |
Evelyn Partners Investment Management LLP |
2025 Q1 - Restatement
|
420
|
$3B
|
| 08 Dec 2025, 12:01:11 UTC |
13F-HR/A |
Evelyn Partners Investment Management (Europe) Ltd |
2025 Q1 - Restatement
|
188
|
$267M
|
| 08 Dec 2025, 12:00:52 UTC |
13F-HR/A |
Evelyn Partners Asset Management Ltd |
2025 Q1 - Restatement
|
248
|
$359M
|
| 05 Dec 2025, 17:09:15 UTC |
13F-HR/A |
NWI MANAGEMENT LP |
2025 Q2 - New Holdings
|
45
|
$1.09B
|
| 05 Dec 2025, 17:08:17 UTC |
13F-HR/A |
NWI MANAGEMENT LP |
2025 Q3 - New Holdings
|
52
|
$1.01B
|
| 05 Dec 2025, 15:54:36 UTC |
13F-HR |
Moneda S.A. Administradora General de Fondos |
2025 Q3
|
26
|
$90.6M
|
| 05 Dec 2025, 15:33:45 UTC |
13F-HR |
Vestwell Advisors, LLC |
2025 Q3
|
46
|
$256M
|
| 05 Dec 2025, 12:50:00 UTC |
13F-HR |
LYNWOOD PRICE CAPITAL MANAGEMENT LP |
2025 Q3
|
14
|
$200M
|
| 05 Dec 2025, 11:27:30 UTC |
13F-HR |
Saranac Partners Ltd |
2025 Q3
|
320
|
$552M
|
| 03 Dec 2025, 16:39:18 UTC |
13F-HR |
Severin Investments, LLC |
2025 Q3
|
174
|
$112M
|
| 03 Dec 2025, 16:38:04 UTC |
13F-HR |
Severin Investments, LLC |
2025 Q2
|
170
|
$107M
|
| 03 Dec 2025, 16:36:48 UTC |
13F-HR |
Severin Investments, LLC |
2025 Q1
|
185
|
$99.9M
|
| 03 Dec 2025, 16:35:33 UTC |
13F-HR |
Severin Investments, LLC |
2024 Q4
|
185
|
$100M
|
| 03 Dec 2025, 16:23:06 UTC |
13F-HR/A |
Value Aligned Research Advisors, LLC |
2025 Q3 - Restatement
|
42
|
$4.33B
|
| 03 Dec 2025, 16:21:41 UTC |
13F-HR |
Strategic Investment Solutions, Inc. /IL |
2025 Q3
|
604
|
$378M
|
| 03 Dec 2025, 15:11:19 UTC |
13F-HR |
Penn Mutual Asset Management |
2025 Q3
|
62
|
$51.5M
|