| Susquehanna Foundation |
2024 Q1
|
5/7/2024 |
4
|
$300 M
|
| 49 WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/7/2024 |
128
|
$470 M
|
| NEW SOUTH CAPITAL MANAGEMENT INC |
2024 Q1
|
5/7/2024 |
85
|
$2.4 B
|
| 49 WEALTH MANAGEMENT, LLC |
2023 Q4
|
5/7/2024 |
121
|
$390 M
|
| Strategic Financial Services, Inc, |
2024 Q1
|
5/7/2024 |
126
|
$1.5 B
|
| SEEDS INVESTOR LLC |
2023 Q4
|
5/7/2024 |
150
|
$88 M
|
| PCA Investment Advisory Services Inc. |
2024 Q1
|
5/7/2024 |
135
|
$180 M
|
| LINCLUDEN MANAGEMENT LTD |
2024 Q1
|
5/7/2024 |
73
|
$840 M
|
| Summerhill Capital Management lnc. |
2024 Q1
|
5/7/2024 |
23
|
$160 M
|
| JENSEN INVESTMENT MANAGEMENT INC |
2024 Q1
|
5/7/2024 |
84
|
$13 B
|
| ROBERT WOOD JOHNSON FOUNDATION |
2024 Q1
|
5/7/2024 |
2
|
$1.7 B
|
| Armbruster Capital Management, Inc. |
2024 Q1
|
5/7/2024 |
107
|
$470 M
|
| Sather Financial Group Inc |
2024 Q1
|
5/7/2024 |
98
|
$1.4 B
|
| Crake Asset Management LLP |
2024 Q1
|
5/7/2024 |
16
|
$990 M
|
| PROATHLETE WEALTH MANAGEMENT LLC |
2024 Q1
|
5/7/2024 |
56
|
$190 M
|
| Empowered Funds, LLC |
2024 Q1 - NEW HOLDINGS
|
5/7/2024 |
2,610
|
$5.5 B
|
| PRIMORIS WEALTH ADVISORS, LLC |
2024 Q1
|
5/7/2024 |
97
|
$130 M
|
| CARNEGIE MELLON UNIVERSITY |
2024 Q1
|
5/7/2024 |
6
|
$80 M
|
| Montz Harcus Wealth Management LLC |
2024 Q1
|
5/7/2024 |
71
|
$150 M
|
| MILLER VALUE PARTNERS, LLC |
2024 Q1
|
5/7/2024 |
30
|
$160 M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2024 Q1
|
5/7/2024 |
76
|
$110 M
|
| M&T Bank Corp |
2024 Q1
|
5/7/2024 |
13,141
|
$29 B
|
| Hibernia Wealth Partners, LLC |
2024 Q1
|
5/7/2024 |
89
|
$150 M
|
| SCHWARTZ INVESTMENT COUNSEL INC |
2024 Q1
|
5/7/2024 |
140
|
$2.7 B
|
| Financial Partners Group, Inc |
2024 Q1
|
5/7/2024 |
173
|
$630 M
|
| Cypress Point Wealth Management, LLC |
2024 Q1
|
5/7/2024 |
71
|
$200 M
|
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2024 Q1
|
5/7/2024 |
236
|
$960 M
|
| BEACON FINANCIAL GROUP |
2024 Q1
|
5/7/2024 |
318
|
$870 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2024 Q1
|
5/7/2024 |
74
|
$1.2 B
|
| BRUNI J V & CO /CO |
2024 Q1
|
5/7/2024 |
28
|
$840 M
|
| Diversified Portfolios, Inc. |
2024 Q1
|
5/7/2024 |
126
|
$710 M
|
| Endurant Capital Management LP |
2024 Q1
|
5/7/2024 |
1
|
$0
|
| Euro Pacific Asset Management, LLC |
2024 Q1
|
5/7/2024 |
72
|
$490 M
|
| Briar Hall Management LLC |
2024 Q1
|
5/7/2024 |
2
|
$7.0 B
|
| CIM INVESTMENT MANAGEMENT INC |
2024 Q1
|
5/7/2024 |
285
|
$340 M
|
| Arizona State Retirement System |
2024 Q1
|
5/7/2024 |
2,124
|
$14 B
|
| Asset Allocation Strategies LLC |
2024 Q1
|
5/7/2024 |
78
|
$280 M
|
| PANAGORA ASSET MANAGEMENT INC |
2024 Q1
|
5/7/2024 |
1,202
|
$19 B
|
| Americana Partners, LLC |
2024 Q1
|
5/7/2024 |
340
|
$1.2 B
|
| Bowie Capital Management, LLC |
2024 Q1
|
5/7/2024 |
32
|
$1.3 B
|
| NDVR, Inc. |
2024 Q1
|
5/7/2024 |
106
|
$100 M
|
| Chesapeake Wealth Management |
2024 Q1
|
5/7/2024 |
257
|
$270 M
|
| Koa Wealth Management, LLC |
2024 Q1
|
5/7/2024 |
48
|
$110 M
|
| Koa Wealth Management, LLC |
2023 Q4
|
5/7/2024 |
49
|
$100 M
|
| NEW YORK STATE COMMON RETIREMENT FUND |
2024 Q1
|
5/7/2024 |
3,233
|
$76 B
|
| Strengthening Families & Communities, LLC |
2024 Q1
|
5/7/2024 |
364
|
$170 M
|
| Applied Finance Capital Management, LLC |
2024 Q1
|
5/7/2024 |
75
|
$1.4 B
|
| Firestone Capital Management |
2024 Q1
|
5/7/2024 |
145
|
$360 M
|
| Oslo Asset Management AS |
2024 Q1
|
5/7/2024 |
8
|
$83 M
|
| Tufton Capital Management |
2024 Q1
|
5/7/2024 |
118
|
$510 M
|
| Israel Discount Bank of New York |
2024 Q1
|
5/7/2024 |
144
|
$80 M
|
| GLOBE LIFE INC. |
2024 Q1
|
5/7/2024 |
2
|
$360 M
|
| HIGHLAND CAPITAL MANAGEMENT, LLC |
2024 Q1
|
5/7/2024 |
344
|
$1.7 B
|
| Illinois Municipal Retirement Fund |
2024 Q1
|
5/7/2024 |
1,352
|
$6.5 B
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2024 Q1
|
5/7/2024 |
101
|
$200 M
|
| Lipe & Dalton |
2024 Q1
|
5/7/2024 |
106
|
$190 M
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2024 Q1
|
5/7/2024 |
180
|
$4.7 B
|
| Advantage Trust Co |
2024 Q1
|
5/7/2024 |
218
|
$140 M
|
| Capital Wealth Planning, LLC |
2024 Q1
|
5/7/2024 |
166
|
$9.4 B
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
2024 Q1
|
5/7/2024 |
528
|
$3.6 B
|
| First Heartland Consultants, Inc. |
2024 Q1
|
5/7/2024 |
422
|
$960 M
|
| REAVES W H & CO INC |
2024 Q1
|
5/7/2024 |
92
|
$2.8 B
|
| Mondrian Investment Partners LTD |
2024 Q1
|
5/7/2024 |
100
|
$7.3 B
|
| FORSTA AP-FONDEN |
2024 Q1
|
5/7/2024 |
575
|
$12 B
|
| HYMAN CHARLES D |
2024 Q1
|
5/7/2024 |
248
|
$1.8 B
|
| Avalon Trust Co |
2024 Q1
|
5/7/2024 |
326
|
$1.2 B
|
| Steamboat Capital Partners, LLC |
2024 Q1
|
5/7/2024 |
37
|
$290 M
|
| ONCE CAPITAL MANAGEMENT, LLC |
2024 Q1
|
5/7/2024 |
24
|
$210 M
|
| SUN LIFE FINANCIAL INC |
2024 Q1
|
5/7/2024 |
36
|
$1.6 B
|
| Bernardo Wealth Planning LLC |
2024 Q1
|
5/7/2024 |
106
|
$360 M
|
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. |
2024 Q1
|
5/7/2024 |
22
|
$63 M
|
| Swiss National Bank |
2024 Q1
|
5/7/2024 |
2,505
|
$140 B
|
| NTV Asset Management LLC |
2024 Q1
|
5/7/2024 |
251
|
$660 M
|
| Bank Pictet & Cie (Europe) AG |
2024 Q1
|
5/7/2024 |
168
|
$3.8 B
|
| Sanchez Wealth Management Group |
2024 Q1
|
5/7/2024 |
39
|
$300 M
|
| HEARTLAND ADVISORS INC |
2024 Q1
|
5/7/2024 |
175
|
$1.9 B
|
| Oppenheimer & Close, LLC |
2024 Q1
|
5/7/2024 |
55
|
$120 M
|
| Union Investments & Development Ltd. |
2024 Q1
|
5/7/2024 |
38
|
$22 M
|
| BANK PICTET & CIE (ASIA) LTD |
2024 Q1
|
5/7/2024 |
101
|
$1.3 B
|
| Valliance Asset Management Ltd |
2024 Q1
|
5/7/2024 |
8
|
$41 M
|
| Monolith Management Ltd |
2024 Q1
|
5/7/2024 |
11
|
$250 M
|
| Algebris (UK) Ltd |
2024 Q1
|
5/7/2024 |
37
|
$270 M
|
| TimesSquare Capital Management, LLC |
2024 Q1
|
5/7/2024 |
162
|
$6.9 B
|
| Syncona Portfolio Ltd |
2024 Q1
|
5/7/2024 |
2
|
$150 M
|
| OPTIMAS CAPITAL Ltd |
2024 Q1
|
5/7/2024 |
27
|
$110 M
|
| ALLEN HOLDING INC /NY |
2024 Q1
|
5/7/2024 |
14
|
$790 M
|
| Allen Investment Management, LLC |
2024 Q1
|
5/7/2024 |
207
|
$8.0 B
|
| Codex Capital, L.L.C. |
2024 Q1
|
5/7/2024 |
37
|
$210 M
|
| ALLEN OPERATIONS LLC |
2024 Q1
|
5/7/2024 |
35
|
$530 M
|
| PROSPERA PRIVATE WEALTH, LLC |
2024 Q1
|
5/6/2024 |
140
|
$140 M
|
| OPPENHEIMER ASSET MANAGEMENT INC. |
2024 Q1
|
5/6/2024 |
3,110
|
$6.8 B
|
| Nelson Capital Management, LLC |
2024 Q1
|
5/6/2024 |
103
|
$520 M
|
| Hansen & Associates Financial Group, Inc. |
2024 Q1
|
5/6/2024 |
15
|
$170 M
|
| Lisanti Capital Growth, LLC |
2024 Q1
|
5/6/2024 |
117
|
$410 M
|
| Topel & Distasi Wealth Management, LLC |
2024 Q1
|
5/6/2024 |
75
|
$230 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2023 Q4
|
5/6/2024 |
59
|
$98 M
|
| ANTIPODES PARTNERS Ltd |
2024 Q1
|
5/6/2024 |
72
|
$3.2 B
|
| TAGStone Capital, Inc. |
2024 Q1
|
5/6/2024 |
85
|
$170 M
|
| IvyRock Asset Management (HK) Ltd |
2024 Q1
|
5/6/2024 |
20
|
$210 M
|
| Brooklyn Investment Group |
2024 Q1
|
5/6/2024 |
233
|
$230 M
|