| Glendon Capital Management LP |
2025 Q1
|
5/14/2025, 01:00 PM |
24
|
$1.72B
|
| Wescott Financial Advisory Group, LLC |
2025 Q1
|
5/14/2025, 12:59 PM |
172
|
$965M
|
| Kelly Lawrence W & Associates Inc/Ca |
2025 Q1
|
5/14/2025, 12:59 PM |
163
|
$412M
|
| 1832 Asset Management L.P. |
2025 Q1
|
5/14/2025, 12:59 PM |
631
|
$52.4B
|
| Monetary Management Group Inc |
2025 Q1
|
5/14/2025, 12:58 PM |
323
|
$370M
|
| Miramar Fiduciary Corp |
2024 Q4 - New Holdings
|
5/14/2025, 12:58 PM |
5
|
$99.1M
|
| Advantage Alpha Capital Partners LP |
2025 Q1
|
5/14/2025, 12:58 PM |
146
|
$408M
|
| Newport Trust Company, LLC |
2025 Q1
|
5/14/2025, 12:58 PM |
64
|
$39B
|
| Fpr Partners Llc |
2025 Q1
|
5/14/2025, 12:57 PM |
10
|
$579M
|
| Miramar Fiduciary Corp |
2025 Q1
|
5/14/2025, 12:56 PM |
5
|
$111M
|
| Hobbs Group Advisors, LLC |
2025 Q1
|
5/14/2025, 12:56 PM |
145
|
$263M
|
| Compound Planning, Inc. |
2025 Q1
|
5/14/2025, 12:55 PM |
1022
|
$2.19B
|
| Barnes Wealth Management Group, Inc |
2025 Q1
|
5/14/2025, 12:53 PM |
160
|
$156M
|
| Gould Capital, LLC |
2025 Q1
|
5/14/2025, 12:53 PM |
214
|
$143M
|
| Corient Private Wealth LLC |
2025 Q1
|
5/14/2025, 12:53 PM |
2270
|
$61.2B
|
| Retirement Capital Strategies |
2025 Q1
|
5/14/2025, 12:51 PM |
77
|
$256M
|
| Cravens & Co Advisors, LLC |
2025 Q1
|
5/14/2025, 12:51 PM |
57
|
$129M
|
| Meketa Investment Group Inc /Adv |
2025 Q1
|
5/14/2025, 12:50 PM |
33
|
$74.2M
|
| Solano Wealth Investment Advisors LLC |
2025 Q1
|
5/14/2025, 12:50 PM |
33
|
$162M
|
| TCG Crossover Management, LLC |
2025 Q1
|
5/14/2025, 12:50 PM |
37
|
$733M
|
| Hudson Portfolio Management LLC |
2025 Q1
|
5/14/2025, 12:50 PM |
113
|
$104M
|
| Sompo Asset Management Co., Ltd. |
2025 Q1
|
5/14/2025, 12:48 PM |
193
|
$539M
|
| Bridgewater Associates, LP |
2025 Q1
|
5/14/2025, 12:47 PM |
664
|
$21.6B
|
| SPX Gestao de Recursos Ltda |
2025 Q1
|
5/14/2025, 12:47 PM |
92
|
$773M
|
| Stone Run Capital, Llc |
2025 Q1
|
5/14/2025, 12:46 PM |
66
|
$237M
|
| BOK Financial Private Wealth, Inc. |
2025 Q1
|
5/14/2025, 12:46 PM |
464
|
$1.33B
|
| Bullseye Asset Management LLC |
2025 Q1
|
5/14/2025, 12:45 PM |
60
|
$185M
|
| Blue Grotto Capital, LLC |
2025 Q1
|
5/14/2025, 12:44 PM |
26
|
$524M
|
| Wiser Advisor Group LLC |
2025 Q1
|
5/14/2025, 12:43 PM |
275
|
$67.7M
|
| Absolute Capital Management, Llc |
2025 Q1
|
5/14/2025, 12:43 PM |
118
|
$173M
|
| Banc Funds Co Llc |
2025 Q1
|
5/14/2025, 12:41 PM |
118
|
$758M
|
| Stansberry Asset Management, Llc |
2025 Q1
|
5/14/2025, 12:40 PM |
128
|
$833M
|
| IGP Investments (G.P.L.P), LP |
2025 Q1
|
5/14/2025, 12:40 PM |
1
|
$7.06M
|
| Sycomore Asset Management |
2025 Q1
|
5/14/2025, 12:40 PM |
73
|
$668M
|
| AmeriServ Wealth Advisors |
2025 Q1
|
5/14/2025, 12:40 PM |
61
|
$173M
|
| Dash Acquisitions Inc. |
2025 Q1
|
5/14/2025, 12:40 PM |
62
|
$448M
|
| Ssi Investment Management Llc |
2025 Q1
|
5/14/2025, 12:40 PM |
261
|
$1.28B
|
| Southernsun Asset Management, Llc |
2025 Q1
|
5/14/2025, 12:39 PM |
30
|
$691M
|
| Mach-1 Financial Group, LLC |
2025 Q1
|
5/14/2025, 12:38 PM |
238
|
$334M
|
| Bbr Partners, Llc |
2025 Q1
|
5/14/2025, 12:38 PM |
245
|
$1.42B
|
| Rahlfs Capital, Llc |
2025 Q1
|
5/14/2025, 12:37 PM |
76
|
$99.9M
|
| Caitlin John, LLC |
2025 Q1
|
5/14/2025, 12:35 PM |
127
|
$102M
|
| BlackBarn Capital Partners LP |
2025 Q1
|
5/14/2025, 12:35 PM |
18
|
$293M
|
| Brightline Capital Management, Llc |
2025 Q1
|
5/14/2025, 12:35 PM |
12
|
$115M
|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
2025 Q1
|
5/14/2025, 12:35 PM |
707
|
$16.2B
|
| Lionshead Wealth Management, LLC |
2025 Q1
|
5/14/2025, 12:33 PM |
87
|
$96.3M
|
| Vitol Holding B.V. |
2025 Q1
|
5/14/2025, 12:31 PM |
2
|
$12.7M
|
| Teilinger Capital Ltd. |
2025 Q1
|
5/14/2025, 12:29 PM |
7
|
$100M
|
| Quaker Capital Investments, LLC |
2025 Q1
|
5/14/2025, 12:29 PM |
16
|
$310M
|
| Rahlfs Capital, Llc |
2024 Q4 - Restatement
|
5/14/2025, 12:28 PM |
78
|
$101M
|
| Lasalle Investment Management Securities Llc |
2025 Q1
|
5/14/2025, 12:28 PM |
47
|
$2.28B
|
| Scalar Gauge Management, Llc |
2025 Q1
|
5/14/2025, 12:28 PM |
27
|
$163M
|
| Quinn Opportunity Partners LLC |
2025 Q1
|
5/14/2025, 12:27 PM |
386
|
$1.42B
|
| Prosperitas Financial LLC |
2025 Q1
|
5/14/2025, 12:27 PM |
58
|
$193M
|
| Oep Capital Advisors, L.P. |
2025 Q1
|
5/14/2025, 12:26 PM |
1
|
$150M
|
| Ellevest, Inc. |
2025 Q1
|
5/14/2025, 12:25 PM |
399
|
$1.5B
|
| Capital Square, LLC |
2025 Q1
|
5/14/2025, 12:22 PM |
190
|
$170M
|
| Murphy & Mullick Capital Management Corp |
2025 Q1
|
5/14/2025, 12:21 PM |
672
|
$103M
|
| Tidal Investments LLC |
2025 Q1
|
5/14/2025, 12:21 PM |
1722
|
$11.8B
|
| Sellwood Investment Partners LLC |
2025 Q1
|
5/14/2025, 12:21 PM |
39
|
$192M
|
| GUARDCAP ASSET MANAGEMENT Ltd |
2025 Q1
|
5/14/2025, 12:19 PM |
27
|
$5.16B
|
| Pertento Partners LLP |
2025 Q1
|
5/14/2025, 12:16 PM |
19
|
$837M
|
| Newman Dignan & Sheerar, Inc. |
2025 Q1 - Restatement
|
5/14/2025, 12:16 PM |
176
|
$366M
|
| Ameriprise Financial Inc |
2025 Q1
|
5/14/2025, 12:16 PM |
3997
|
$370B
|
| Bragg Financial Advisors, Inc |
2025 Q1
|
5/14/2025, 12:15 PM |
332
|
$2.43B
|
| Norinchukin Bank, The |
2025 Q1
|
5/14/2025, 12:13 PM |
560
|
$5.44B
|
| Blackhill Capital Inc |
2025 Q1
|
5/14/2025, 12:13 PM |
49
|
$1.72B
|
| Guidance Point Advisors, LLC |
2025 Q1
|
5/14/2025, 12:12 PM |
84
|
$351M
|
| Resolute Advisors LLC |
2025 Q1
|
5/14/2025, 12:12 PM |
81
|
$347M
|
| Mosaic Financial Group, Llc |
2025 Q1
|
5/14/2025, 12:10 PM |
117
|
$123M
|
| Integras Partners LLC |
2025 Q1
|
5/14/2025, 12:10 PM |
60
|
$111M
|
| Clarkston Capital Partners, LLC |
2025 Q1
|
5/14/2025, 12:09 PM |
146
|
$5.07B
|
| Lasry Marc |
2025 Q1
|
5/14/2025, 12:09 PM |
10
|
$21.8M
|
| Lionsbridge Wealth Management LLC |
2025 Q1
|
5/14/2025, 12:08 PM |
60
|
$112M
|
| SQN Investors LP |
2025 Q1
|
5/14/2025, 12:08 PM |
0
|
$0
|
| Alaska Permanent Fund Corp |
2025 Q1
|
5/14/2025, 12:07 PM |
474
|
$7.12B
|
| Waddell & Associates, Llc |
2024 Q4 - Restatement
|
5/14/2025, 12:07 PM |
154
|
$981M
|
| Monashee Investment Management LLC |
2025 Q1
|
5/14/2025, 12:07 PM |
46
|
$845M
|
| Venator Management LLC |
2025 Q1
|
5/14/2025, 12:06 PM |
22
|
$335M
|
| Integrated Investment Consultants, LLC |
2025 Q1 - Restatement
|
5/14/2025, 12:05 PM |
319
|
$500M
|
| Bislett Management, Llc |
2025 Q1
|
5/14/2025, 12:02 PM |
14
|
$141M
|
| Channing Capital Management, LLC |
2025 Q1
|
5/14/2025, 12:02 PM |
105
|
$3.31B
|
| CW Advisors, LLC |
2025 Q1
|
5/14/2025, 12:02 PM |
1064
|
$8.34B
|
| Capital Wealth Alliance, LLC |
2025 Q1
|
5/14/2025, 12:00 PM |
72
|
$167M
|
| Summit Financial, LLC |
2025 Q1
|
5/14/2025, 11:57 AM |
706
|
$3.57B
|
| Estate Counselors, LLC |
2025 Q1
|
5/14/2025, 11:57 AM |
91
|
$965M
|
| Rhino Investment Partners, Inc |
2025 Q1
|
5/14/2025, 11:57 AM |
45
|
$405M
|
| Brown Shipley& Co Ltd |
2025 Q1
|
5/14/2025, 11:55 AM |
63
|
$177M
|
| Bruce & Co., Inc. |
2025 Q1
|
5/14/2025, 11:54 AM |
42
|
$312M
|
| Waddell & Associates, Llc |
2025 Q1 - Restatement
|
5/14/2025, 11:54 AM |
159
|
$824M
|
| Martin Investment Management, LLC |
2025 Q1
|
5/14/2025, 11:53 AM |
50
|
$396M
|
| United Asset Strategies, Inc. |
2025 Q1
|
5/14/2025, 11:53 AM |
234
|
$1.08B
|
| Patient Capital Management, LLC |
2025 Q1
|
5/14/2025, 11:48 AM |
39
|
$1.94B
|
| Medina Value Partners, LLC |
2025 Q1
|
5/14/2025, 11:48 AM |
20
|
$350M
|
| Birnam Oak Advisors, LP |
2025 Q1
|
5/14/2025, 11:48 AM |
21
|
$239M
|
| Aull & Monroe Investment Management Corp |
2025 Q1
|
5/14/2025, 11:47 AM |
122
|
$201M
|
| Hudson Bay Capital Management LP |
2025 Q1
|
5/14/2025, 11:46 AM |
868
|
$15.8B
|
| Advisory Research Inc |
2025 Q1
|
5/14/2025, 11:46 AM |
148
|
$567M
|
| Investure, LLC |
2025 Q1
|
5/14/2025, 11:45 AM |
16
|
$1.51B
|
| Camden Asset Management L P /Ca |
2025 Q1
|
5/14/2025, 11:44 AM |
89
|
$3.74B
|