Instititional Investors (Hedge Funds) Quarterly Holdings Reports
- Institutional investors with $100 million or more in assets are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter
- Portfolio holdings include common stocks, preferred stocks, call options, put options, and corporate notes or bonds.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
SEC filing services are close in the weekend and during SEC holidays.
Hedge Fund Quarterly Reports
2025-05-12 16:00 EST - 2025-05-13 16:00 EST
| # | Reported DateTime | Filer Name | New Filer | Reported Quarter | Holding Count | AUM |
| 0 | 2025-05-13 11:29:43 | Black Cypress Capital Management LLC | No | 2025Q1 | 25 | $106.60M |
| 1 | 2025-05-13 11:28:28 | Horizon Investments LLC | No | 2025Q1 | 854 | $3.36B |
| 2 | 2025-05-13 11:27:15 | ENGLISH CAPITAL MANAGEMENT LLC | No | 2025Q1 | 31 | $134.05M |
| 3 | 2025-05-13 11:24:32 | Legal Advantage Investments Inc. | No | 2025Q1 | 96 | $185.24M |
| 4 | 2025-05-13 11:22:49 | Providence Capital Advisors LLC | No | 2025Q1 | 123 | $474.22M |
| 5 | 2025-05-13 11:22:02 | Azimuth Capital Investment Management LLC | No | 2025Q1 | 301 | $2.51B |
| 6 | 2025-05-13 11:20:36 | FOX RUN MANAGEMENT L.L.C. | No | 2025Q1 | 870 | $645.56M |
| 7 | 2025-05-13 11:20:16 | FCA CORP | No | 2025Q1 | 178 | $313.63M |
| 8 | 2025-05-13 11:19:07 | Aisling Capital Management LP | No | 2025Q1 | 13 | $288.45M |
| 9 | 2025-05-13 11:18:27 | Moerus Capital Management LLC | No | 2025Q1 | 15 | $223.56M |
| 10 | 2025-05-13 11:18:23 | SEAVIEW INVESTMENT MANAGERS LLC | No | 2025Q1 | 76 | $321.69M |
| 11 | 2025-05-13 11:18:04 | Hamlin Capital Management LLC | No | 2025Q1 | 25 | $4.18B |
| 12 | 2025-05-13 11:16:06 | Compass Advisory Group LLC | No | 2025Q1 | 71 | $278.38M |
| 13 | 2025-05-13 11:15:43 | KLCM Advisors Inc. | No | 2025Q1 | 175 | $854.76M |
| 14 | 2025-05-13 11:15:27 | STEPHEN J. GARRY & ASSOCIATES LLC | No | 2025Q1 | 40 | $101.47M |
| 15 | 2025-05-13 11:15:04 | HARBOR ADVISORY CORP | No | 2025Q1 | 80 | $291.60M |
| 16 | 2025-05-13 11:14:37 | Trivium Point Advisory LLC | No | 2025Q1 | 325 | $774.11M |
| 17 | 2025-05-13 11:14:21 | SEI INVESTMENTS CO | No | 2025Q1 | 2,633 | $76.96B |
| 18 | 2025-05-13 11:14:10 | AXQ CAPITAL LP | No | 2025Q1 | 476 | $249.18M |
| 19 | 2025-05-13 11:13:39 | Avant Financial Advisors LLC | No | 2025Q1 | 59 | $100.87M |
| 20 | 2025-05-13 11:13:37 | Landing Point Financial Group LLC | No | 2025Q1 | 68 | $131.62M |
| 21 | 2025-05-13 11:13:33 | EPG Wealth Management LLC | No | 2025Q1 | 390 | $354.76M |
| 22 | 2025-05-13 11:12:20 | VERUS CAPITAL PARTNERS LLC | No | 2025Q1 | 389 | $1.02B |
| 23 | 2025-05-13 11:11:01 | FRANKLIN RESOURCES INC | No | 2025Q1 | 2,809 | $337.51B |
| 24 | 2025-05-13 11:10:05 | WISCONSIN CAPITAL MANAGEMENT LLC | No | 2025Q1 | 47 | $156.61M |
| 25 | 2025-05-13 11:09:48 | CIBC WORLD MARKETS CORP | No | 2025Q1 | 1,831 | $12.63B |
| 26 | 2025-05-13 11:06:18 | Arbiter Partners Capital Management LLC | No | 2025Q1 | 30 | $80.13M |
| 27 | 2025-05-13 11:05:39 | AltraVue Capital LLC | No | 2025Q1 | 27 | $996.77M |
| 28 | 2025-05-13 11:02:59 | JACKSON HILL ADVISORS LLC | No | 2025Q1 | 12 | $182.74M |
| 29 | 2025-05-13 11:02:27 | Covenant Partners LLC | No | 2025Q1 | 144 | $309.03M |
| 30 | 2025-05-13 11:01:39 | Waratah Capital Advisors Ltd. | No | 2025Q1 | 137 | $1.47B |
| 31 | 2025-05-13 11:00:36 | Prime Capital Investment Advisors LLC | No | 2025Q1 | 1,039 | $8.56B |
| 32 | 2025-05-13 10:57:06 | MARIPAU WEALTH MANAGEMENT LLC | No | 2025Q1 | 134 | $174.25M |
| 33 | 2025-05-13 10:55:02 | LOWE BROCKENBROUGH & CO INC | No | 2025Q1 | 259 | $1.51B |
| 34 | 2025-05-13 10:53:13 | FountainVest China Capital Partners GP3 Ltd. | No | 2025Q1 | 2 | $2.21B |
| 35 | 2025-05-13 10:51:18 | Foresight Group Ltd Liability Partnership | No | 2025Q1 | 62 | $625.01M |
| 36 | 2025-05-13 10:50:08 | Cambridge Financial Group Inc. | No | 2025Q1 | 33 | $230.22M |
| 37 | 2025-05-13 10:49:36 | JPL Wealth Management LLC | No | 2025Q1 | 109 | $336.10M |
| 38 | 2025-05-13 10:49:31 | Swan Global Investments LLC | No | 2025Q1 | 60 | $1.97B |
| 39 | 2025-05-13 10:47:22 | ALERUS FINANCIAL NA | No | 2025Q1 | 157 | $1.24B |
| 40 | 2025-05-13 10:47:10 | LM Advisors LLC | No | 2025Q1 | 215 | $555.40M |
| 41 | 2025-05-13 10:47:04 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | No | 2025Q1 | 153 | $8.54B |
| 42 | 2025-05-13 10:46:59 | Gladstone Capital Management LLP | No | 2025Q1 | 24 | $971.19M |
| 43 | 2025-05-13 10:45:20 | Syverson Strege & Co | No | 2025Q1 | 77 | $304.34M |
| 44 | 2025-05-13 10:45:10 | Retirement Investment Advisors Inc. | No | 2025Q1 | 58 | $987.73M |
| 45 | 2025-05-13 10:44:04 | Eley Financial Management Inc | No | 2025Q1 | 63 | $232.75M |
| 46 | 2025-05-13 10:42:33 | VAUGHAN DAVID INVESTMENTS LLC | No | 2025Q1 | 214 | $4.27B |
| 47 | 2025-05-13 10:41:46 | Employees Retirement System of Texas | No | 2025Q1 | 261 | $11.02B |
| 48 | 2025-05-13 10:40:50 | Eaton-Cambridge Inc. | No | 2025Q1 | 31 | $177.54M |
| 49 | 2025-05-13 10:39:42 | Fore Capital LLC | No | 2025Q1 | 35 | $37.54M |
| 50 | 2025-05-13 10:39:16 | True Wealth Design LLC | No | 2025Q1 | 2,649 | $262.53M |
| 51 | 2025-05-13 10:38:30 | Miramar Capital LLC | No | 2025Q1 | 55 | $420.31M |
| 52 | 2025-05-13 10:37:18 | MUFG SECURITIES AMERICAS INC. | No | 2025Q1 | 503 | $860.48M |
| 53 | 2025-05-13 10:37:08 | Guinness Asset Management LTD | No | 2025Q1 | 103 | $4.80B |
| 54 | 2025-05-13 10:36:33 | BANK OF MONTREAL | No | 2025Q1 | 2,988 | $188.64B |
| 55 | 2025-05-13 10:35:53 | DIMENSIONAL FUND ADVISORS LP | No | 2025Q1 | 3,318 | $402.22B |
| 56 | 2025-05-13 10:35:40 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | No | 2025Q1 | 116 | $108.82B |
| 57 | 2025-05-13 10:30:58 | CERTUITY LLC | No | 2025Q1 | 401 | $951.78M |
| 58 | 2025-05-13 10:26:49 | Westwood Global Investments LLC | No | 2025Q1 | 1 | $1.62B |
| 59 | 2025-05-13 10:26:33 | INSPIRE TRUST CO N.A. | No | 2025Q1 | 112 | $420.45M |
| 60 | 2025-05-13 10:25:07 | Finley Financial LLC | No | 2025Q1 | 115 | $178.05M |
| 61 | 2025-05-13 10:24:51 | Waypoint Wealth Partners Inc. | No | 2025Q1 | 67 | $360.54M |
| 62 | 2025-05-13 10:24:49 | Long Island Wealth Management Inc. | No | 2025Q1 | 76 | $162.09M |
| 63 | 2025-05-13 10:24:28 | Kovitz Investment Group Partners LLC | No | 2025Q1 | 1,199 | $19.32B |
| 64 | 2025-05-13 10:20:10 | LYRICAL ASSET MANAGEMENT LP | No | 2025Q1 | 38 | $6.58B |
| 65 | 2025-05-13 10:19:08 | PIPER SANDLER & CO. | No | 2025Q1 | 4 | $826.25K |
| 66 | 2025-05-13 10:18:51 | COOKSON PEIRCE & CO INC | No | 2025Q1 | 263 | $1.97B |
| 67 | 2025-05-13 10:17:27 | OAK RIDGE INVESTMENTS LLC | No | 2025Q1 | 163 | $1.20B |
| 68 | 2025-05-13 10:17:14 | PSG Equity L.L.C. | No | 2025Q1 | 1 | $861.48M |
| 69 | 2025-05-13 10:16:34 | OneAscent Investment Solutions LLC | Yes | 2025Q1 | 114 | $80.82M |
| 70 | 2025-05-13 10:15:01 | Vestmark Advisory Solutions Inc. | No | 2025Q1 | 602 | $3.65B |
| 71 | 2025-05-13 10:14:56 | Silicon Valley Community Foundation | No | 2025Q1 | 4 | $1.74B |
| 72 | 2025-05-13 10:14:37 | Robotti Robert | No | 2025Q1 | 65 | $499.05M |
| 73 | 2025-05-13 10:12:41 | Harfst & Associates Inc. | No | 2025Q1 | 116 | $432.68M |
| 74 | 2025-05-13 10:12:34 | LORD ABBETT & CO. LLC | No | 2025Q1 | 452 | $27.02B |
| 75 | 2025-05-13 10:08:54 | DSM CAPITAL PARTNERS LLC | No | 2025Q1 | 39 | $5.72B |
| 76 | 2025-05-13 10:08:12 | Kepos Capital LP | No | 2025Q1 | 46 | $120.63M |
| 77 | 2025-05-13 10:05:01 | BRIGHT VALLEY CAPITAL Ltd | No | 2025Q1 | 13 | $201.63M |
| 78 | 2025-05-13 10:04:16 | Ground Swell Capital LLC | No | 2025Q1 | 148 | $40.66M |
| 79 | 2025-05-13 09:57:30 | Aequim Alternative Investments LP | No | 2025Q1 | 24 | $135.86M |
| 80 | 2025-05-13 09:51:39 | Arrow Capital Pty Ltd | No | 2025Q1 | 17 | $80.08M |
| 81 | 2025-05-13 09:51:04 | CONTINENTAL GRAIN CO | No | 2025Q1 | 4 | $346.95M |
| 82 | 2025-05-13 09:50:44 | Noked Israel Ltd | No | 2025Q1 | 15 | $436.21M |
| 83 | 2025-05-13 09:50:25 | Thrivent Financial for Lutherans | No | 2025Q1 | 1,455 | $27.29B |
| 84 | 2025-05-13 09:50:01 | Cercano Management LLC | No | 2025Q1 | 147 | $3.40B |
| 85 | 2025-05-13 09:49:24 | ASB Consultores LLC | No | 2025Q1 | 120 | $153.79M |
| 86 | 2025-05-13 09:46:20 | ROYAL LONDON ASSET MANAGEMENT LTD | No | 2025Q1 | 742 | $42.23B |
| 87 | 2025-05-13 09:37:50 | Eldridge Investment Advisors Inc. | No | 2025Q1 | 154 | $432.95M |
| 88 | 2025-05-13 09:36:48 | Primavera Capital Management Ltd | No | 2025Q1 | 3 | $714.62M |
| 89 | 2025-05-13 09:36:42 | KPS Global Asset Management UK Ltd | No | 2025Q1 | 4 | $497.10M |
| 90 | 2025-05-13 09:36:35 | DELTA FINANCIAL ADVISORS LLC | No | 2025Q1 | 110 | $265.91M |
| 91 | 2025-05-13 09:29:45 | Sienna Gestion | No | 2025Q1 | 159 | $1.24B |
| 92 | 2025-05-13 09:27:21 | Crestwood Capital Management L.P. | No | 2025Q1 | 15 | $130.27M |
| 93 | 2025-05-13 09:26:16 | HOLDERNESS INVESTMENTS CO | No | 2025Q1 | 245 | $428.31M |
| 94 | 2025-05-13 09:25:36 | LITTLEJOHN & CO LLC | No | 2025Q1 | 11 | $191.81M |
| 95 | 2025-05-13 09:24:09 | Varenne Capital Partners | No | 2025Q1 | 15 | $271.28M |
| 96 | 2025-05-13 09:22:42 | Ted Buchan & Co | No | 2025Q1 | 82 | $188.04M |
| 97 | 2025-05-13 09:21:14 | American Money Management LLC | No | 2025Q1 | 134 | $526.76M |
| 98 | 2025-05-13 09:20:31 | Capstone Wealth Management Group LLC | No | 2025Q1 | 89 | $124.38M |
| 99 | 2025-05-13 09:20:20 | NEUBERGER BERMAN GROUP LLC | No | 2025Q1 | 1,950 | $119.36B |
| 100 | 2025-05-13 09:19:26 | MKP Capital Management L.L.C. | No | 2025Q1 | 5 | $1.54B |
| 101 | 2025-05-13 09:17:57 | ACK Asset Management LLC | No | 2025Q1 | 20 | $608.96M |
| 102 | 2025-05-13 09:16:29 | Andra AP-fonden | No | 2025Q1 | 463 | $6.10B |
| 103 | 2025-05-13 09:16:29 | Diversified Investment Strategies LLC | No | 2025Q1 | 52 | $147.22M |
| 104 | 2025-05-13 09:16:26 | Sequent Planning LLC | No | 2025Q1 | 141 | $255.84M |
| 105 | 2025-05-13 09:15:09 | BRADLEY FOSTER & SARGENT INC | No | 2025Q1 | 455 | $5.84B |
| 106 | 2025-05-13 09:12:55 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | No | 2025Q1 | 1,594 | $16.86B |
| 107 | 2025-05-13 09:09:18 | Katamaran Capital LLP | No | 2025Q1 | 29 | $76.79M |
| 108 | 2025-05-13 09:09:11 | Amica Retiree Medical Trust | No | 2025Q1 | 132 | $65.21M |
| 109 | 2025-05-13 09:07:16 | Singapore Technologies Telemedia Pte Ltd | No | 2025Q1 | 1 | $401.12M |
| 110 | 2025-05-13 09:06:12 | Clearstead Advisors LLC | No | 2025Q1 | 2,152 | $6.27B |
| 111 | 2025-05-13 09:06:06 | Semanteon Capital Management LP | No | 2025Q1 | 235 | $184.12M |
| 112 | 2025-05-13 09:04:54 | THAMES CAPITAL MANAGEMENT LLC | No | 2025Q1 | 28 | $260.44M |
| 113 | 2025-05-13 09:03:32 | TIFF ADVISORY SERVICES LLC | No | 2025Q1 | 18 | $420.12M |
| 114 | 2025-05-13 09:03:19 | AMICA MUTUAL INSURANCE CO | No | 2025Q1 | 134 | $905.62M |
| 115 | 2025-05-13 09:01:03 | SIT INVESTMENT ASSOCIATES INC | No | 2025Q1 | 521 | $4.26B |
| 116 | 2025-05-13 08:57:16 | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | No | 2025Q1 | 521 | $8.34B |
| 117 | 2025-05-13 08:53:29 | TOYOTA MOTOR CORP | No | 2025Q1 | 5 | $2.55B |
| 118 | 2025-05-13 08:49:32 | Evensky & Katz LLC | No | 2025Q1 | 78 | $1.49B |
| 119 | 2025-05-13 08:47:15 | Mitsubishi UFJ Asset Management (UK) Ltd. | No | 2025Q1 | 112 | $184.09M |
| 120 | 2025-05-13 08:30:14 | LWM ADVISORS INC | Yes | 2024Q4 | 23 | $88.41M |
| 121 | 2025-05-13 08:29:23 | TOKIO MARINE ASSET MANAGEMENT CO LTD | No | 2025Q1 | 565 | $2.76B |
| 122 | 2025-05-13 08:27:13 | Vision Capital Corp | No | 2025Q1 | 13 | $210.22M |
| 123 | 2025-05-13 08:26:48 | NFP Retirement Inc. | No | 2025Q1 | 259 | $1.07B |
| 124 | 2025-05-13 08:26:42 | Bridgewealth Advisory Group LLC | No | 2025Q1 | 47 | $68.51M |
| 125 | 2025-05-13 08:20:54 | TRIGLAV SKLADI D.O.O. | No | 2025Q1 | 132 | $1.19B |
| 126 | 2025-05-13 08:19:46 | BRIGHT FINANCIAL ADVISORS INC. | No | 2025Q1 | 54 | $160.10M |
| 127 | 2025-05-13 08:19:00 | Lepercq De Neuflize Asset Management LLC | No | 2025Q1 | 13 | $103.30M |
| 128 | 2025-05-13 08:15:54 | Caitong International Asset Management Co. Ltd | No | 2025Q1 | 2,120 | $134.34M |
| 129 | 2025-05-13 08:14:59 | IA Venture Strategies Fund II LP | No | 2025Q1 | 2 | $1.84M |
| 130 | 2025-05-13 08:11:50 | Hikari Tsushin Inc. | No | 2025Q1 | 71 | $1.49B |
| 131 | 2025-05-13 08:09:43 | S-Bank Fund Management Ltd | Yes | 2025Q1 | 192 | $531.02M |
| 132 | 2025-05-13 08:06:59 | YCG LLC | No | 2025Q1 | 38 | $1.28B |
| 133 | 2025-05-13 08:06:37 | Gulf International Bank (UK) Ltd | No | 2025Q1 | 627 | $2.90B |
| 134 | 2025-05-13 07:34:51 | NORGES BANK | No | 2025Q1 | 0 | $0 |
| 135 | 2025-05-13 07:28:58 | Mondrian Investment Partners LTD | No | 2025Q1 | 98 | $5.85B |
| 136 | 2025-05-13 07:25:49 | Montanaro Asset Management Ltd | No | 2025Q1 | 46 | $340.90M |
| 137 | 2025-05-13 07:18:19 | LGT Group Foundation | No | 2025Q1 | 288 | $7.25B |
| 138 | 2025-05-13 07:16:02 | Terril Brothers Inc. | No | 2025Q1 | 58 | $269.47M |
| 139 | 2025-05-13 07:14:26 | LGT Fund Management Co Ltd. | No | 2025Q1 | 232 | $1.10B |
| 140 | 2025-05-13 07:00:18 | Central Asset Investments & Management Holdings (HK) Ltd | No | 2025Q1 | 37 | $50.75M |
| 141 | 2025-05-13 06:53:18 | Rock Creek Group LP | No | 2025Q1 | 38 | $714.62M |
| 142 | 2025-05-13 06:50:39 | Ranmore Fund Management Ltd | No | 2025Q1 | 15 | $167.30M |
| 143 | 2025-05-13 06:43:37 | Persistent Asset Partners Ltd | No | 2025Q1 | 110 | $113.33M |
| 144 | 2025-05-13 06:34:26 | Papamarkou Wellner Asset Management inc. | Yes | 2024Q4 | 74 | $145.21M |
| 145 | 2025-05-13 06:31:10 | Marcho Partners LLP | No | 2025Q1 | 8 | $250.96M |
| 146 | 2025-05-13 06:30:12 | Russell Investments Group Ltd. | No | 2025Q1 | 3,688 | $72.57B |
| 147 | 2025-05-13 06:21:12 | Working Capital Advisors (UK) Ltd. | No | 2025Q1 | 3 | $100.60M |
| 148 | 2025-05-13 06:11:28 | PRUDENTIAL PLC | No | 2025Q1 | 721 | $11.14B |
| 149 | 2025-05-13 06:08:21 | Clal Insurance Enterprises Holdings Ltd | No | 2025Q1 | 192 | $9.67B |
| 150 | 2025-05-13 06:05:08 | Resona Asset Management Co. Ltd. | No | 2025Q1 | 808 | $17.28B |
| 151 | 2025-05-13 06:04:16 | Rathbones Group PLC | No | 2025Q1 | 603 | $20.69B |
| 152 | 2025-05-13 06:03:12 | Gemsstock Ltd. | No | 2025Q1 | 18 | $265.41M |
| 153 | 2025-05-13 06:02:20 | WESTPAC BANKING CORP | No | 2025Q1 | 469 | $1.36B |
| 154 | 2025-05-13 06:01:14 | Strategy Capital LLC | No | 2025Q1 | 10 | $1.05B |
| 155 | 2025-05-12 21:55:40 | Iyo Bank Ltd. | No | 2025Q1 | 51 | $310.54M |
| 156 | 2025-05-12 21:52:21 | Telligent Fund LP | No | 2025Q1 | 27 | $90.03M |
| 157 | 2025-05-12 21:46:06 | Arrowpoint Investment Partners (Singapore) Pte. Ltd. | No | 2025Q1 | 297 | $214.17M |
| 158 | 2025-05-12 21:43:30 | Discovery Value Fund | No | 2025Q1 | 3 | $70.51M |
| 159 | 2025-05-12 21:41:49 | Turiya Advisors Asia Ltd | No | 2025Q1 | 1 | $65.17M |
| 160 | 2025-05-12 21:31:07 | WFM ASIA (BVI) Ltd | No | 2025Q1 | 7 | $896.08M |
| 161 | 2025-05-12 21:16:43 | Long Corridor Asset Management Ltd | No | 2025Q1 | 17 | $131.05M |
| 162 | 2025-05-12 21:14:30 | E Fund Management Co. Ltd. | No | 2025Q1 | 398 | $2.09B |
| 163 | 2025-05-12 21:06:35 | Financial Network Wealth Advisors LLC | No | 2025Q1 | 763 | $72.34M |
| 164 | 2025-05-12 21:05:18 | HRC WEALTH MANAGEMENT LLC | No | 2025Q1 | 52 | $161.15M |
| 165 | 2025-05-12 20:58:14 | Maple-Brown Abbott Ltd | No | 2025Q1 | 15 | $1.47B |
| 166 | 2025-05-12 20:55:01 | CROWN ADVISORS MANAGEMENT INC. | No | 2025Q1 | 37 | $113.52M |
| 167 | 2025-05-12 20:49:18 | Latash Investments LLC | No | 2025Q1 | 17 | $121.21M |
| 168 | 2025-05-12 20:35:33 | National Pension Service | No | 2025Q1 | 539 | $103.99B |
| 169 | 2025-05-12 20:11:40 | Klingman & Associates LLC | No | 2025Q1 | 260 | $1.59B |
| 170 | 2025-05-12 20:05:12 | FengHe Fund Management Pte. Ltd. | No | 2025Q1 | 25 | $266.73M |
| 171 | 2025-05-12 20:04:13 | MSH Capital Advisors LLC | No | 2025Q1 | 226 | $320.86M |
| 172 | 2025-05-12 20:01:38 | Brooklyn FI LLC | No | 2025Q1 | 63 | $298.84M |
| 173 | 2025-05-12 19:59:39 | Infinity Wealth Counsel LLC | No | 2025Q1 | 51 | $78.01M |
| 174 | 2025-05-12 19:57:48 | Infinity Wealth Counsel LLC | Yes | 2024Q4 | 51 | $79.15M |
| 175 | 2025-05-12 19:54:38 | WESCAP Management Group Inc. | No | 2025Q1 | 94 | $381.53M |
| 176 | 2025-05-12 19:52:03 | Regal Partners Ltd | No | 2025Q1 | 49 | $976.41M |
| 177 | 2025-05-12 19:51:21 | Juniper Hill Capital Management LP | No | 2025Q1 | 3 | $330.22M |
| 178 | 2025-05-12 19:49:02 | ATOMVEST Ltd | No | 2025Q1 | 4 | $47.90M |
| 179 | 2025-05-12 19:48:32 | Fox Hill Wealth Management | No | 2025Q1 | 88 | $163.28M |
| 180 | 2025-05-12 19:42:26 | Al Mehwar Commercial Investments LLC | No | 2025Q1 | 1 | $597.02M |
| 181 | 2025-05-12 19:42:09 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | No | 2025Q1 | 29 | $96.37M |
| 182 | 2025-05-12 19:40:24 | GKV Capital Management Co. Inc. | No | 2025Q1 | 229 | $107.38M |
| 183 | 2025-05-12 19:34:33 | General Motors Holdings LLC | No | 2025Q1 | 5 | $93.42M |
| 184 | 2025-05-12 19:28:13 | DAGCO INC. | No | 2025Q1 | 351 | $309.03M |
| 185 | 2025-05-12 19:24:15 | LHM INC. | No | 2025Q1 | 22 | $298.72M |
| 186 | 2025-05-12 19:23:22 | MONTAG & CALDWELL LLC | No | 2025Q1 | 130 | $430.45M |
| 187 | 2025-05-12 19:14:26 | THOMAS STORY & SON LLC | No | 2025Q1 | 49 | $256.94M |
| 188 | 2025-05-12 19:01:23 | INTEL CORP | No | 2025Q1 | 2 | $168.71M |
| 189 | 2025-05-12 18:57:50 | Lighthouse Financial LLC | No | 2025Q1 | 68 | $96.74M |
| 190 | 2025-05-12 18:48:01 | Dynamic Wealth Strategies LLC | No | 2025Q1 | 229 | $107.38M |
| 191 | 2025-05-12 18:46:08 | Ariadne Wealth Management LP | No | 2025Q1 | 201 | $189.50M |
| 192 | 2025-05-12 18:42:07 | Finer Wealth Management Inc. | No | 2025Q1 | 86 | $166.91M |
| 193 | 2025-05-12 18:41:59 | Saiph Capital LLC | No | 2025Q1 | 46 | $201.14M |
| 194 | 2025-05-12 18:41:50 | Callan Family Office LLC | No | 2025Q1 | 540 | $1.33B |
| 195 | 2025-05-12 18:32:30 | Sherwood Financial Partners LLC | No | 2025Q1 | 8 | $103.03M |
| 196 | 2025-05-12 18:32:14 | TLWM | No | 2025Q1 | 67 | $410.46M |
| 197 | 2025-05-12 18:30:38 | Anfield Capital Management LLC | No | 2025Q1 | 456 | $252.24M |
| 198 | 2025-05-12 18:24:55 | Bulltick Wealth Management LLC | No | 2025Q1 | 113 | $295.14M |
| 199 | 2025-05-12 18:21:52 | Rossmore Private Capital | No | 2025Q1 | 242 | $801.25M |
| 200 | 2025-05-12 18:19:01 | Informed Momentum Co LLC | No | 2025Q1 | 246 | $578.32M |
| 201 | 2025-05-12 18:15:38 | Stone House Investment Management LLC | No | 2025Q1 | 424 | $479.81M |
| 202 | 2025-05-12 18:08:26 | Annandale Capital LLC | No | 2025Q1 | 112 | $471.77M |
| 203 | 2025-05-12 18:06:15 | HighTower Advisors LLC | No | 2025Q1 | 3,398 | $72.08B |
| 204 | 2025-05-12 18:03:06 | Trajan Wealth LLC | No | 2025Q1 | 142 | $1.76B |
| 205 | 2025-05-12 18:02:45 | NUANCE INVESTMENTS LLC | No | 2025Q1 | 48 | $1.52B |
| 206 | 2025-05-12 18:02:18 | Elevation Capital Advisory LLC | No | 2025Q1 | 50 | $206.63M |
| 207 | 2025-05-12 18:00:33 | Core Wealth Partners LLC | No | 2025Q1 | 157 | $166.66M |
| 208 | 2025-05-12 17:59:37 | Taylor Hoffman Capital Management LLC | No | 2025Q1 | 113 | $268.68M |
| 209 | 2025-05-12 17:58:47 | Enhancing Capital LLC | No | 2025Q1 | 91 | $124.99M |
| 210 | 2025-05-12 17:58:14 | TRILLIUM ASSET MANAGEMENT LLC | No | 2025Q1 | 226 | $3.48B |
| 211 | 2025-05-12 17:57:38 | Sustainable Insight Capital Management LLC | No | 2025Q1 | 66 | $200.90M |
| 212 | 2025-05-12 17:57:25 | Delos Wealth Advisors LLC | No | 2025Q1 | 52 | $126.30M |
| 213 | 2025-05-12 17:57:08 | Sterling Wealth Advisors Inc | No | 2025Q1 | 17 | $128.93M |
| 214 | 2025-05-12 17:56:39 | Peak Financial Management Inc. | No | 2025Q1 | 91 | $302.98M |
| 215 | 2025-05-12 17:56:07 | Centerpoint Advisors LLC | No | 2025Q1 | 382 | $270.59M |
| 216 | 2025-05-12 17:55:47 | Boston Partners | No | 2025Q1 | 701 | $82.69B |
| 217 | 2025-05-12 17:55:13 | ZAZOVE ASSOCIATES LLC | No | 2025Q1 | 29 | $54.62M |
| 218 | 2025-05-12 17:53:53 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | No | 2025Q1 | 7 | $468.38M |
| 219 | 2025-05-12 17:52:35 | Francis Financial Inc. | No | 2025Q1 | 84 | $383.02M |
| 220 | 2025-05-12 17:50:47 | William B. Walkup & Associates Inc. | No | 2025Q1 | 162 | $164.01M |
| 221 | 2025-05-12 17:49:23 | GQG Partners LLC | No | 2025Q1 | 86 | $62.77B |
| 222 | 2025-05-12 17:46:00 | Heck Capital Advisors LLC | No | 2025Q1 | 218 | $791.47M |
| 223 | 2025-05-12 17:42:28 | Community Bank of Raymore | No | 2025Q1 | 72 | $123.73M |
| 224 | 2025-05-12 17:41:20 | Leith Wheeler Investment Counsel Ltd. | No | 2025Q1 | 75 | $1.44B |
| 225 | 2025-05-12 17:39:59 | Altium Capital Management LLC | No | 2025Q1 | 22 | $34.43M |
| 226 | 2025-05-12 17:29:47 | Astor Investment Management LLC | No | 2025Q1 | 23 | $188.03M |
| 227 | 2025-05-12 17:28:49 | American Alpha Advisors LLC | No | 2025Q1 | 78 | $106.88M |
| 228 | 2025-05-12 17:23:36 | Harvest Investment Advisors LLC | No | 2025Q1 | 51 | $138.45M |
| 229 | 2025-05-12 17:22:05 | Avos Capital Management LLC | No | 2025Q1 | 30 | $124.21M |
| 230 | 2025-05-12 17:21:59 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | No | 2025Q1 | 101 | $4.10B |
| 231 | 2025-05-12 17:20:40 | Hackensack Meridian Health Inc. | No | 2025Q1 | 6 | $878.93M |
| 232 | 2025-05-12 17:07:40 | THOMAS H LEE PARTNERS LP | No | 2025Q1 | 1 | $201.37M |
| 233 | 2025-05-12 17:06:27 | Virtu Financial LLC | No | 2025Q1 | 1,228 | $1.83B |
| 234 | 2025-05-12 17:03:48 | MMCAP International Inc. SPC | No | 2025Q1 | 51 | $532.77M |
| 235 | 2025-05-12 16:59:37 | Rovida Investment Management Ltd | No | 2025Q1 | 17 | $333.81M |
| 236 | 2025-05-12 16:58:58 | Entropy Technologies LP | No | 2025Q1 | 682 | $1.03B |
| 237 | 2025-05-12 16:58:12 | MSA Advisors LLC | No | 2025Q1 | 30 | $390.46M |
| 238 | 2025-05-12 16:57:02 | Rovida Advisors Inc. | No | 2025Q1 | 12 | $133.53M |
| 239 | 2025-05-12 16:52:04 | Bare Financial Services Inc | No | 2025Q1 | 936 | $260.22M |
| 240 | 2025-05-12 16:51:49 | WORLDLY PARTNERS MANAGEMENT LLC | No | 2025Q1 | 3 | $176.66M |
| 241 | 2025-05-12 16:51:49 | Smart Money Group LLC | No | 2025Q1 | 75 | $286.52M |
| 242 | 2025-05-12 16:46:33 | RENAISSANCERE HOLDINGS LTD | No | 2025Q1 | 5 | $625.77M |
| 243 | 2025-05-12 16:46:32 | REVOLUTION GROWTH MANAGEMENT COMPANY INC. | No | 2025Q1 | 1 | $70.80M |
| 244 | 2025-05-12 16:44:51 | White Lighthouse Investment Management Inc. | No | 2025Q1 | 123 | $482.97M |
| 245 | 2025-05-12 16:41:38 | NVP ASSOCIATES LLC | No | 2025Q1 | 6 | $112.18M |
| 246 | 2025-05-12 16:39:45 | Covington Investment Advisors Inc. | No | 2025Q1 | 68 | $637.39M |
| 247 | 2025-05-12 16:38:51 | ALTOS VENTURES MANAGEMENT INC. | No | 2025Q1 | 1 | $295.59M |
| 248 | 2025-05-12 16:38:10 | POLEN CAPITAL MANAGEMENT LLC | No | 2025Q1 | 117 | $31.85B |
| 249 | 2025-05-12 16:35:58 | Alta Partners Management Company L.P. | No | 2025Q1 | 3 | $41.78M |
| 250 | 2025-05-12 16:33:03 | Invesco Ltd. | No | 2025Q1 | 3,654 | $525.49B |
| 251 | 2025-05-12 16:31:42 | Athena Investment Management | No | 2025Q1 | 146 | $165.10M |
| 252 | 2025-05-12 16:30:46 | Valence8 US LP | No | 2025Q1 | 10 | $213.34M |
| 253 | 2025-05-12 16:30:20 | Clean Energy Transition LLP | No | 2025Q1 | 12 | $714.83M |
| 254 | 2025-05-12 16:30:07 | FIRST AMERICAN TRUST FSB | No | 2025Q1 | 238 | $1.09B |
| 255 | 2025-05-12 16:30:02 | First American Financial Corp | No | 2025Q1 | 3 | $269.18M |
| 256 | 2025-05-12 16:28:46 | Alta Fundamental Advisers LLC | No | 2025Q1 | 18 | $153.47M |
| 257 | 2025-05-12 16:26:31 | SouthState Corp | No | 2025Q1 | 1,703 | $2.19B |
| 258 | 2025-05-12 16:25:26 | Northeast Financial Group Inc. | No | 2025Q1 | 76 | $246.38M |
| 259 | 2025-05-12 16:24:02 | Barnett & Company Inc. | No | 2025Q1 | 80 | $119.64M |
| 260 | 2025-05-12 16:23:47 | CCM INVESTMENT GROUP LLC | Yes | 2025Q1 | 207 | $945.81M |
| 261 | 2025-05-12 16:21:54 | Burkehill Global Management LP | No | 2025Q1 | 66 | $1.34B |
| 262 | 2025-05-12 16:21:03 | Shengqi Capital (Hong Kong) Ltd | No | 2025Q1 | 4 | $110.37M |
| 263 | 2025-05-12 16:19:50 | DONALD SMITH & CO. INC. | No | 2025Q1 | 58 | $4.08B |
| 264 | 2025-05-12 16:18:55 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | No | 2025Q1 | 113 | $2.45B |
| 265 | 2025-05-12 16:18:55 | COBBLESTONE CAPITAL ADVISORS LLC | No | 2025Q1 | 287 | $1.66B |
| 266 | 2025-05-12 16:18:24 | VISA FOUNDATION | No | 2025Q1 | 1 | $132.85M |
| 267 | 2025-05-12 16:18:13 | Nuveen LLC | Yes | 2025Q1 | 3,233 | $328.46B |
| 268 | 2025-05-12 16:17:56 | Aigen Investment Management LP | No | 2025Q1 | 726 | $624.19M |
| 269 | 2025-05-12 16:17:04 | Scissortail Wealth Management LLC | No | 2025Q1 | 102 | $373.23M |
| 270 | 2025-05-12 16:13:07 | Campion Asset Management | No | 2025Q1 | 83 | $129.30M |
| 271 | 2025-05-12 16:13:01 | WHITE MOUNTAINS INSURANCE GROUP LTD | No | 2025Q1 | 2 | $285.93M |
| 272 | 2025-05-12 16:12:56 | ADVENT CAPITAL MANAGEMENT | No | 2025Q1 | 22 | $52.49M |
| 273 | 2025-05-12 16:11:53 | Cooper Financial Group | No | 2025Q1 | 369 | $733.69M |
| 274 | 2025-05-12 16:08:36 | Aveo Capital Partners LLC | No | 2025Q1 | 167 | $516.46M |
| 275 | 2025-05-12 16:08:35 | Empower Annuity Insurance Co | No | 2025Q1 | 1 | $267.04M |
| 276 | 2025-05-12 16:07:06 | Coronation Fund Managers Ltd. | No | 2025Q1 | 51 | $1.84B |
| 277 | 2025-05-12 16:06:55 | Virtus Family Office LLC | No | 2025Q1 | 36 | $69.67M |
| 278 | 2025-05-12 16:05:46 | Bornite Capital Management LP | No | 2025Q1 | 28 | $388.32M |
| 279 | 2025-05-12 16:05:30 | Vesa Equity Investment S.a r.l. | No | 2025Q1 | 1 | $141.79M |
| 280 | 2025-05-12 16:05:17 | Strengthening Families & Communities LLC | No | 2025Q1 | 376 | $163.59M |
| 281 | 2025-05-12 16:05:03 | KING LUTHER CAPITAL MANAGEMENT CORP | No | 2025Q1 | 586 | $21.63B |
| 282 | 2025-05-12 16:02:16 | Atlas Merchant Capital LLC | No | 2025Q1 | 14 | $12.33M |
| 283 | 2025-05-12 16:01:41 | AFBI LP | No | 2025Q1 | 1 | $39.88M |
| 284 | 2025-05-12 16:01:26 | Blueprint Investment Partners LLC | No | 2025Q1 | 88 | $455.57M |
| 285 | 2025-05-12 16:01:18 | Biltmore Family Office LLC | No | 2025Q1 | 261 | $579.42M |
| 286 | 2025-05-12 16:01:03 | Magellan Asset Management Ltd | No | 2025Q1 | 87 | $8.22B |