| Mink Brook Asset Management LLC |
2026 Q1
|
4/1/2026 |
54
|
$180 M
|
| Royalty Pharma Sub-Manager, LLC |
2025 Q4
|
4/1/2026 |
4
|
$170 M
|
| Laurus Global Equity Management Inc. |
2026 Q1
|
4/1/2026 |
45
|
$100 M
|
| Robert B. Daugherty Foundation |
2026 Q1
|
4/1/2026 |
1
|
$100 M
|
| Aspen Wealth Management LLC |
2026 Q1
|
4/1/2026 |
124
|
$500 M
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
2026 Q1
|
4/1/2026 |
392
|
$1.2 B
|
| Beacon Wealthcare LLC |
2026 Q1
|
4/1/2026 |
26
|
$280 M
|
| Vigilare Wealth Management |
2026 Q1
|
4/1/2026 |
109
|
$300 M
|
| BEACON FINANCIAL GROUP |
2025 Q4
|
4/1/2026 |
347
|
$1.0 B
|
| BURKETT FINANCIAL SERVICES, LLC |
2026 Q1
|
4/1/2026 |
251
|
$290 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2026 Q1
|
4/1/2026 |
189
|
$490 M
|
| Bangor Savings Bank |
2026 Q1
|
4/1/2026 |
711
|
$1.3 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
2026 Q1
|
4/1/2026 |
414
|
$6.4 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2026 Q1
|
4/1/2026 |
1
|
$9.8 M
|
| BancFirst Trust & Investment Management |
2026 Q1
|
4/1/2026 |
57
|
$230 M
|
| Adelphi Trust Co |
2026 Q1
|
4/1/2026 |
182
|
$120 M
|
| GP Brinson Investments LLC |
2026 Q1
|
4/1/2026 |
14
|
$220 M
|
| NEVILLE RODIE & SHAW INC |
2026 Q1
|
4/1/2026 |
336
|
$1.4 M
|
| Pensionfund Sabic |
2026 Q1
|
4/1/2026 |
77
|
$83 k
|
| Pensionfund PDN |
2026 Q1
|
4/1/2026 |
76
|
$170 k
|
| Signature Wealth Management Group |
2026 Q1
|
4/1/2026 |
128
|
$260 M
|
| BARCLAYS PLC |
2025 Q3 - RESTATEMENT
|
3/31/2026 |
11,877
|
$460 B
|
| Dedeker Financial LLC |
2025 Q4
|
3/31/2026 |
55
|
$110 M
|
| Henson-Edgewater Management, LLC |
2025 Q4 - RESTATEMENT
|
3/31/2026 |
65
|
$170 M
|
| Sankala Group LLC |
2026 Q1
|
3/31/2026 |
563
|
$120 M
|
| BARCLAYS PLC |
2024 Q3 - RESTATEMENT
|
3/31/2026 |
9,207
|
$380 B
|
| Employees Provident Fund Board |
2020 Q2 - RESTATEMENT
|
3/31/2026 |
64
|
$4.4 B
|
| Employees Provident Fund Board |
2023 Q2
|
3/31/2026 |
85
|
$4.2 B
|
| PEAK6 LLC |
2025 Q3 - NEW HOLDINGS
|
3/30/2026 |
2,953
|
$68 B
|
| BARCLAYS PLC |
2023 Q2 - RESTATEMENT
|
3/30/2026 |
9,442
|
$160 B
|
| BARCLAYS PLC |
2023 Q1 - RESTATEMENT
|
3/30/2026 |
10,184
|
$220 B
|
| BARCLAYS PLC |
2022 Q4 - RESTATEMENT
|
3/30/2026 |
9,227
|
$220 B
|
| FELL CAPITAL MANAGEMENT /ADV |
2025 Q4
|
3/27/2026 |
90
|
$100 M
|
| Prosperity Wealth Management, Inc. |
2025 Q4
|
3/27/2026 |
251
|
$300 M
|
| rebel Financial LLC |
2025 Q4
|
3/27/2026 |
65
|
$230 M
|
| Corecam Pte. Ltd. |
2023 Q4 - RESTATEMENT
|
3/26/2026 |
27
|
$93 M
|
| F&V Capital Management, LLC |
2025 Q4 - RESTATEMENT
|
3/26/2026 |
60
|
$470 M
|
| PEAK6 LLC |
2025 Q2 - NEW HOLDINGS
|
3/26/2026 |
2,970
|
$54 B
|
| BARCLAYS PLC |
2023 Q3 - RESTATEMENT
|
3/26/2026 |
9,077
|
$160 B
|
| Merited Wealth, LLC |
2025 Q4
|
3/26/2026 |
375
|
$110 M
|
| Leonteq Securities AG |
2020 Q4
|
3/26/2026 |
988
|
$1.9 B
|
| Leonteq Securities AG |
2021 Q1
|
3/26/2026 |
995
|
$1.7 B
|
| Leonteq Securities AG |
2021 Q2
|
3/26/2026 |
1,080
|
$1.7 B
|
| Leonteq Securities AG |
2021 Q3
|
3/26/2026 |
1,147
|
$2.3 B
|
| Leonteq Securities AG |
2021 Q4
|
3/26/2026 |
1,276
|
$2.8 B
|
| Leonteq Securities AG |
2022 Q1
|
3/26/2026 |
1,262
|
$2.8 B
|
| ALEXANDER LABRUNERIE & CO., INC. |
2025 Q4
|
3/26/2026 |
147
|
$280 M
|
| Leonteq Securities AG |
2022 Q2
|
3/26/2026 |
1,300
|
$2.7 B
|
| Leonteq Securities AG |
2022 Q3
|
3/26/2026 |
1,303
|
$2.6 B
|
| Leonteq Securities AG |
2022 Q4
|
3/26/2026 |
1,315
|
$2.7 B
|
| Pensionfund PDN |
2025 Q3
|
3/26/2026 |
71
|
$150 M
|
| Pensionfund Sabic |
2025 Q3
|
3/26/2026 |
219
|
$370 M
|
| Pensionfund Sabic |
2025 Q2
|
3/26/2026 |
220
|
$350 M
|
| GOLDMAN SACHS GROUP INC |
2025 Q4 - RESTATEMENT
|
3/25/2026 |
13,077
|
$820 B
|
| Mission Financial Group, LLC |
2021 Q4
|
3/25/2026 |
143
|
$110 M
|
| Lifetime Wealth Management P.C. |
2025 Q4 - RESTATEMENT
|
3/25/2026 |
89
|
$160 M
|
| McAlvany Wealth Management LLC |
2025 Q4
|
3/25/2026 |
40
|
$130 M
|
| BARCLAYS PLC |
2023 Q4 - RESTATEMENT
|
3/25/2026 |
9,315
|
$270 B
|
| Creek Drive Management Group LLC |
2025 Q4 - NEW HOLDINGS
|
3/24/2026 |
8
|
$9.0 M
|
| Bison Wealth, LLC |
2025 Q4
|
3/24/2026 |
433
|
$890 M
|
| BARCLAYS PLC |
2024 Q1 - RESTATEMENT
|
3/24/2026 |
9,054
|
$290 B
|
| Old North State Trust, LLC |
2025 Q4
|
3/24/2026 |
146
|
$170 M
|
| Galaxy Group Investments LLC |
2025 Q4 - RESTATEMENT
|
3/23/2026 |
49
|
$840 M
|
| Galaxy Digital Capital Management GP LLC |
2025 Q3
|
3/23/2026 |
40
|
$140 M
|
| Galaxy Digital Capital Management GP LLC |
2025 Q4
|
3/23/2026 |
47
|
$96 M
|
| Galaxy Group Investments LLC |
2025 Q3
|
3/23/2026 |
37
|
$1.9 B
|
| Galaxy Group Investments LLC |
2025 Q2
|
3/23/2026 |
29
|
$1.0 B
|
| Galaxy Group Investments LLC |
2025 Q1
|
3/23/2026 |
24
|
$800 M
|
| Galaxy Digital Capital Management GP LLC |
2025 Q2
|
3/23/2026 |
41
|
$120 M
|
| Galaxy Digital Capital Management GP LLC |
2025 Q1
|
3/23/2026 |
39
|
$88 M
|
| Galaxy Group Investments LLC |
2024 Q4
|
3/23/2026 |
16
|
$1.1 B
|
| Galaxy Digital Capital Management GP LLC |
2024 Q4
|
3/23/2026 |
40
|
$170 M
|
| J. Derek Lewis & Associates Inc. |
2025 Q4
|
3/23/2026 |
209
|
$430 M
|
| BARCLAYS PLC |
2024 Q2 - RESTATEMENT
|
3/23/2026 |
9,424
|
$330 B
|
| Up Capital Management, Inc. |
2025 Q4
|
3/23/2026 |
24
|
$110 M
|
| HughesLittle Investment Management Ltd. |
2025 Q4 - NEW HOLDINGS
|
3/20/2026 |
1
|
$53 M
|
| HughesLittle Investment Management Ltd. |
2025 Q3 - NEW HOLDINGS
|
3/20/2026 |
1
|
$62 M
|
| HughesLittle Investment Management Ltd. |
2025 Q4 - RESTATEMENT
|
3/20/2026 |
13
|
$550 M
|
| HughesLittle Investment Management Ltd. |
2025 Q2 - RESTATEMENT
|
3/20/2026 |
15
|
$490 M
|
| HughesLittle Investment Management Ltd. |
2025 Q3 - RESTATEMENT
|
3/20/2026 |
14
|
$540 M
|
| HughesLittle Investment Management Ltd. |
2025 Q1 - NEW HOLDINGS
|
3/20/2026 |
1
|
$52 M
|
| HughesLittle Investment Management Ltd. |
2025 Q2 - NEW HOLDINGS
|
3/20/2026 |
1
|
$67 M
|
| HughesLittle Investment Management Ltd. |
2025 Q1 - RESTATEMENT
|
3/20/2026 |
16
|
$430 M
|
| HughesLittle Investment Management Ltd. |
2024 Q4 - NEW HOLDINGS
|
3/20/2026 |
1
|
$58 M
|
| HughesLittle Investment Management Ltd. |
2024 Q4 - RESTATEMENT
|
3/20/2026 |
16
|
$470 M
|
| HughesLittle Investment Management Ltd. |
2024 Q3 - NEW HOLDINGS
|
3/20/2026 |
1
|
$52 M
|
| HughesLittle Investment Management Ltd. |
2024 Q3 - RESTATEMENT
|
3/20/2026 |
16
|
$440 M
|
| HughesLittle Investment Management Ltd. |
2024 Q2 - NEW HOLDINGS
|
3/20/2026 |
1
|
$41 M
|
| HughesLittle Investment Management Ltd. |
2024 Q2 - RESTATEMENT
|
3/20/2026 |
16
|
$410 M
|
| HughesLittle Investment Management Ltd. |
2024 Q1 - NEW HOLDINGS
|
3/20/2026 |
1
|
$44 M
|
| HughesLittle Investment Management Ltd. |
2024 Q1 - RESTATEMENT
|
3/20/2026 |
16
|
$410 M
|
| HughesLittle Investment Management Ltd. |
2023 Q4 - RESTATEMENT
|
3/20/2026 |
16
|
$390 M
|
| HughesLittle Investment Management Ltd. |
2023 Q3 - RESTATEMENT
|
3/20/2026 |
16
|
$330 M
|
| HughesLittle Investment Management Ltd. |
2023 Q1 - RESTATEMENT
|
3/20/2026 |
16
|
$330 M
|
| HughesLittle Investment Management Ltd. |
2023 Q2 - RESTATEMENT
|
3/20/2026 |
16
|
$350 M
|
| HughesLittle Investment Management Ltd. |
2022 Q4 - RESTATEMENT
|
3/20/2026 |
16
|
$340 M
|
| HughesLittle Investment Management Ltd. |
2022 Q3 - RESTATEMENT
|
3/20/2026 |
15
|
$320 M
|
| HughesLittle Investment Management Ltd. |
2022 Q2 - RESTATEMENT
|
3/20/2026 |
15
|
$340 M
|
| HughesLittle Investment Management Ltd. |
2022 Q1 - RESTATEMENT
|
3/20/2026 |
14
|
$440 M
|
| HughesLittle Investment Management Ltd. |
2021 Q4 - RESTATEMENT
|
3/20/2026 |
16
|
$460 M
|