| HARVARD MANAGEMENT CO INC |
2024 Q1
|
5/10/2024 |
12
|
$1.6 B
|
| DAVIS R M INC |
2024 Q1
|
5/10/2024 |
260
|
$4.8 B
|
| NEW YORK LIFE INSURANCE CO |
2024 Q1
|
5/10/2024 |
3
|
$350 M
|
| Partners Group Holding AG |
2024 Q1
|
5/10/2024 |
47
|
$1.1 B
|
| Resurgent Financial Advisors LLC |
2024 Q1
|
5/10/2024 |
193
|
$190 M
|
| Covestor Ltd |
2024 Q1
|
5/10/2024 |
2,926
|
$160 M
|
| Alley Investment Management Company, LLC |
2024 Q1
|
5/10/2024 |
84
|
$730 M
|
| ELEVATUS WELATH MANAGEMENT |
2024 Q1
|
5/10/2024 |
96
|
$250 M
|
| Founders Circle Capital LLC |
2024 Q1
|
5/10/2024 |
7
|
$86 M
|
| NYL Investors LLC |
2024 Q1
|
5/10/2024 |
37
|
$2.8 B
|
| United American Securities Inc. (d/b/a UAS Asset Management) |
2024 Q1
|
5/10/2024 |
15
|
$370 M
|
| MetLife Investment Management, LLC |
2022 Q1 - NEW HOLDINGS
|
5/10/2024 |
4
|
$340 M
|
| V2 Financial group LLC |
2023 Q4
|
5/10/2024 |
66
|
$140 M
|
| MetLife Investment Management, LLC |
2022 Q1 - RESTATEMENT
|
5/10/2024 |
2,725
|
$15 B
|
| MetLife Investment Management, LLC |
2022 Q2 - NEW HOLDINGS
|
5/10/2024 |
4
|
$350 M
|
| KCL Capital, L.P. |
2024 Q1
|
5/10/2024 |
1
|
$0
|
| MetLife Investment Management, LLC |
2022 Q2 - RESTATEMENT
|
5/10/2024 |
2,852
|
$13 B
|
| Peak Asset Management, LLC |
2024 Q1
|
5/10/2024 |
147
|
$500 M
|
| MetLife Investment Management, LLC |
2022 Q3 - NEW HOLDINGS
|
5/10/2024 |
4
|
$340 M
|
| MetLife Investment Management, LLC |
2022 Q3 - RESTATEMENT
|
5/10/2024 |
2,796
|
$12 B
|
| VISTA FINANCE, LLC |
2024 Q1
|
5/10/2024 |
22
|
$40 M
|
| Groupe Bruxelles Lambert |
2024 Q1
|
5/10/2024 |
1
|
$580 M
|
| MetLife Investment Management, LLC |
2022 Q4 - NEW HOLDINGS
|
5/10/2024 |
4
|
$340 M
|
| Beaumont Financial Advisors, LLC |
2024 Q1
|
5/10/2024 |
364
|
$1.2 B
|
| Aufman Associates Inc |
2024 Q1
|
5/10/2024 |
46
|
$140 M
|
| MetLife Investment Management, LLC |
2022 Q4 - RESTATEMENT
|
5/10/2024 |
2,829
|
$13 B
|
| EXENCIAL WEALTH ADVISORS, LLC |
2024 Q1
|
5/10/2024 |
495
|
$2.7 B
|
| Cynosure Group, LLC |
2024 Q1
|
5/10/2024 |
313
|
$560 M
|
| Hillsdale Investment Management Inc. |
2024 Q1
|
5/10/2024 |
1,809
|
$1.3 B
|
| Octahedron Capital Management L.P. |
2024 Q1
|
5/10/2024 |
18
|
$85 M
|
| ESL Trust Services, LLC |
2024 Q1
|
5/10/2024 |
144
|
$380 M
|
| Orion Capital Management LLC |
2024 Q1
|
5/10/2024 |
512
|
$190 M
|
| NWK Group, Inc. |
2024 Q1
|
5/10/2024 |
61
|
$210 M
|
| MAS Advisors LLC |
2024 Q1
|
5/10/2024 |
74
|
$87 M
|
| PENINSULA ASSET MANAGEMENT INC |
2024 Q1
|
5/10/2024 |
79
|
$190 M
|
| LCNB CORP |
2024 Q1
|
5/10/2024 |
186
|
$280 M
|
| Gifford Fong Associates |
2024 Q1
|
5/10/2024 |
127
|
$360 M
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
2024 Q1
|
5/10/2024 |
391
|
$1.2 B
|
| JPMORGAN CHASE & CO |
2024 Q1
|
5/10/2024 |
32,040
|
$1.2 T
|
| Jade Capital Advisors, LLC |
2024 Q1
|
5/10/2024 |
72
|
$140 M
|
| COOPER/HAIMS ADVISORS, LLC |
2024 Q1
|
5/10/2024 |
82
|
$170 M
|
| Broadview Financial Management, LLC |
2024 Q1
|
5/10/2024 |
40
|
$140 M
|
| COURAGE CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/10/2024 |
12
|
$35 M
|
| Magnolia Wealth Management, LLC |
2024 Q1
|
5/10/2024 |
19
|
$240 M
|
| Certified Advisory Corp |
2024 Q1
|
5/10/2024 |
266
|
$720 M
|
| Alesco Advisors LLC |
2024 Q1
|
5/10/2024 |
185
|
$3.0 B
|
| Van Cleef Asset Management,Inc |
2024 Q1
|
5/10/2024 |
114
|
$790 M
|
| FSB PREMIER WEALTH MANAGEMENT, INC. |
2024 Q1
|
5/10/2024 |
180
|
$210 M
|
| Sienna Gestion |
2024 Q1
|
5/10/2024 |
160
|
$9.2 B
|
| QuadCap Wealth Management, LLC |
2024 Q1
|
5/10/2024 |
324
|
$440 M
|
| 1776 Wealth LLC |
2024 Q1
|
5/10/2024 |
164
|
$210 M
|
| Sheridan Capital Management, LLC |
2023 Q4
|
5/10/2024 |
24
|
$120 M
|
| OneDigital Investment Advisors LLC |
2024 Q1
|
5/10/2024 |
1,087
|
$6.4 B
|
| Sheridan Capital Management, LLC |
2024 Q1
|
5/10/2024 |
26
|
$130 M
|
| Accel Growth Fund V Associates L.L.C. |
2024 Q1
|
5/10/2024 |
2
|
$87 M
|
| Accel Growth Fund IV Associates L.L.C. |
2024 Q1
|
5/10/2024 |
1
|
$100 M
|
| BROGAN FINANCIAL, INC. |
2024 Q1
|
5/10/2024 |
43
|
$150 M
|
| SPRENG CAPITAL MANAGEMENT, INC. |
2024 Q1
|
5/10/2024 |
89
|
$190 M
|
| FIFTHDELTA Ltd |
2024 Q1
|
5/10/2024 |
11
|
$560 M
|
| Cliffwater LLC |
2024 Q1
|
5/10/2024 |
25
|
$370 M
|
| BAHL & GAYNOR INC |
2024 Q1
|
5/10/2024 |
480
|
$18 B
|
| OAK HILL CAPITAL MANAGEMENT, LLC |
2024 Q1
|
5/10/2024 |
1
|
$540 M
|
| McIlrath & Eck, LLC |
2024 Q1
|
5/10/2024 |
936
|
$630 M
|
| SAPPHIRE VENTURES, L.L.C. |
2024 Q1
|
5/10/2024 |
7
|
$130 M
|
| Lynwood Capital Management Inc. |
2024 Q1
|
5/10/2024 |
57
|
$17 M
|
| Divergent Wealth Advisors |
2024 Q1
|
5/10/2024 |
32
|
$500 M
|
| Corre Partners Management, LLC |
2024 Q1
|
5/10/2024 |
4
|
$59 M
|
| Tortoise Capital Advisors, L.L.C. |
2024 Q1
|
5/10/2024 |
114
|
$7.2 B
|
| Miramar Fiduciary Corp |
2024 Q1
|
5/10/2024 |
5
|
$130 M
|
| POLEN CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/10/2024 |
104
|
$43 B
|
| POLEN CAPITAL MANAGEMENT LLC |
2023 Q4 - RESTATEMENT
|
5/10/2024 |
107
|
$41 B
|
| AMERICAN ASSETS INC |
2024 Q1
|
5/10/2024 |
10
|
$270 M
|
| Lindsell Train Ltd |
2024 Q1
|
5/10/2024 |
30
|
$4.8 B
|
| Delta Accumulation, LLC |
2024 Q1
|
5/10/2024 |
181
|
$1.4 B
|
| Hilton Capital Management, LLC |
2024 Q1
|
5/10/2024 |
175
|
$1.1 B
|
| CREDIT SUISSE AG/ |
2024 Q1
|
5/10/2024 |
8,330
|
$100 B
|
| American Assets Investment Management, LLC |
2024 Q1
|
5/10/2024 |
168
|
$1.1 B
|
| American Assets Capital Advisers, LLC |
2024 Q1
|
5/10/2024 |
62
|
$350 M
|
| GFI Investment Counsel Ltd. |
2024 Q1
|
5/10/2024 |
18
|
$790 M
|
| GROUP ONE TRADING, L.P. |
2024 Q1
|
5/10/2024 |
6,911
|
$26 B
|
| AIMZ Investment Advisors, LLC |
2024 Q1
|
5/10/2024 |
120
|
$270 M
|
| TD Waterhouse Canada Inc. |
2024 Q1
|
5/10/2024 |
1,771
|
$13 B
|
| TD Waterhouse Canada Inc. |
2023 Q4 - RESTATEMENT
|
5/10/2024 |
1,715
|
$11 B
|
| Longview Asset Management, LLC |
2024 Q1
|
5/10/2024 |
2
|
$8.2 B
|
| Beaton Management Co. Inc. |
2024 Q1
|
5/10/2024 |
136
|
$180 M
|
| HCC Manager LLC |
2024 Q1
|
5/10/2024 |
2
|
$170 M
|
| 7G CAPITAL MANAGEMENT, LLC |
2023 Q4 - RESTATEMENT
|
5/10/2024 |
7
|
$190 M
|
| 7G CAPITAL MANAGEMENT, LLC |
2023 Q3 - RESTATEMENT
|
5/10/2024 |
9
|
$180 M
|
| Rock Point Advisors, LLC |
2024 Q1
|
5/10/2024 |
107
|
$340 M
|
| 7G CAPITAL MANAGEMENT, LLC |
2023 Q2 - RESTATEMENT
|
5/10/2024 |
9
|
$190 M
|
| 7G CAPITAL MANAGEMENT, LLC |
2023 Q1 - RESTATEMENT
|
5/10/2024 |
9
|
$170 M
|
| Foresight Global Investors, Inc. |
2024 Q1
|
5/10/2024 |
39
|
$200 M
|
| Wilkinson Global Asset Management LLC |
2024 Q1
|
5/10/2024 |
121
|
$1.6 B
|
| Greenland Capital Management LP |
2024 Q1
|
5/10/2024 |
346
|
$900 M
|
| LPL Financial LLC |
2024 Q1
|
5/10/2024 |
4,909
|
$190 B
|
| U.S. Capital Wealth Advisors, LLC |
2024 Q1
|
5/10/2024 |
676
|
$2.6 B
|
| HCR Wealth Advisors |
2024 Q1
|
5/10/2024 |
223
|
$660 M
|
| PRINCIPAL SECURITIES, INC. |
2024 Q1
|
5/10/2024 |
3,320
|
$3.2 B
|
| SCP Investment, LP |
2024 Q1
|
5/10/2024 |
71
|
$160 M
|
| Newfoundland Capital Management |
2024 Q1
|
5/10/2024 |
3
|
$9.5 M
|