| Norris Financial Group, LLC |
2025 Q3
|
5/20/2026 |
| ION Crossover Partners Ltd |
2025 Q4
|
5/20/2026 |
| ION Crossover Partners Ltd |
2026 Q1
|
5/20/2026 |
| Vivo Capital, LLC |
2026 Q1 - RESTATEMENT
|
5/20/2026 |
| E20 Capital Ltd |
2025 Q4
|
5/20/2026 |
| E20 Capital Ltd |
2026 Q1
|
5/20/2026 |
| STOREBRAND ASSET MANAGEMENT AS |
2025 Q4
|
5/20/2026 |
| Boothe Investment Group, Inc. |
2026 Q1
|
5/19/2026 |
| Rovida Investment Management Ltd |
2026 Q1
|
5/19/2026 |
| WINNOW WEALTH LLC |
2026 Q1
|
5/19/2026 |
| Financial Avengers, Inc. |
2026 Q1
|
5/19/2026 |
| Dayah Capital LLC |
2025 Q4 - RESTATEMENT
|
5/19/2026 |
| Dayah Capital LLC |
2026 Q1 - RESTATEMENT
|
5/19/2026 |
| GTS FINANCIAL, LLC |
2026 Q1
|
5/19/2026 |
| Ares Systematic Credit Ltd |
2025 Q4
|
5/19/2026 |
| McIlrath & Eck, LLC |
2026 Q1
|
5/19/2026 |
| Western Wealth Management, LLC |
2026 Q1
|
5/19/2026 |
| Causey Wealth LLC |
2025 Q1
|
5/19/2026 |
| Causey Wealth LLC |
2025 Q2
|
5/19/2026 |
| Causey Wealth LLC |
2025 Q3
|
5/19/2026 |
| Causey Wealth LLC |
2024 Q4
|
5/19/2026 |
| Royal Fund Management, LLC |
2026 Q1
|
5/19/2026 |
| Front Row Advisors LLC |
2026 Q1
|
5/19/2026 |
| Alaska Permanent Fund Corp |
2026 Q1
|
5/19/2026 |
| Cornerstone Wealth, LLC/TN |
2026 Q1
|
5/19/2026 |
| Silicon Valley Capital Partners |
2026 Q1
|
5/19/2026 |
| Remedium Capital Partners, LLC |
2026 Q1 - RESTATEMENT
|
5/19/2026 |
| Paragon Private Wealth Management, LLC |
2026 Q1
|
5/19/2026 |
| Turtle Creek Asset Management Inc. |
2026 Q1 - RESTATEMENT
|
5/19/2026 |
| EMG Holdings, L.P. |
2026 Q1
|
5/19/2026 |
| CIM INVESTMENT MANAGEMENT INC |
2026 Q1
|
5/19/2026 |
| Orographic Financial Advisors, LLC |
2026 Q1
|
5/19/2026 |
| INDEPENDENT FINANCIAL GROUP, LLC |
2025 Q1
|
5/19/2026 |
| Samsung C&T Corp |
2026 Q1
|
5/19/2026 |
| Park State Asset Management |
2026 Q1
|
5/19/2026 |
| FLAX POND CAPITAL, LLC |
2026 Q1
|
5/19/2026 |
| Sonoma Allocations LLC |
2026 Q1
|
5/19/2026 |
| Eley Financial Management, Inc |
2026 Q1 - RESTATEMENT
|
5/19/2026 |
| Mascagni Wealth Management, Inc. |
2026 Q1
|
5/19/2026 |
| OLP CAPITAL MANAGEMENT Ltd |
2026 Q1 - NEW HOLDINGS
|
5/19/2026 |
| Kentucky Retirement Systems |
2026 Q1
|
5/19/2026 |
| Kentucky Retirement Systems Insurance Trust Fund |
2026 Q1
|
5/19/2026 |
| JTC Employer Solutions Trustee Ltd |
2026 Q1
|
5/19/2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
2025 Q4 - RESTATEMENT
|
5/18/2026 |
| OAKTREE CAPITAL MANAGEMENT LP |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
| H&H International Investment, LLC |
2026 Q1
|
5/18/2026 |
| Seven Six Capital Management, LLC |
2026 Q1
|
5/18/2026 |
| Anson Funds Management LP |
2026 Q1 - NEW HOLDINGS
|
5/18/2026 |
| Kensington Investment Counsel, LLC |
2026 Q1
|
5/18/2026 |
| Financial Insights, Inc. |
2026 Q1
|
5/18/2026 |
| KEYSTONE GROUP, L.P. |
2026 Q1
|
5/18/2026 |
| BANK OF AMERICA CORP /DE/ |
2026 Q1
|
5/18/2026 |
| Encore Global Management, LP |
2026 Q1
|
5/18/2026 |
| RIHO Partners, LLC |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
| Feynman Point Asset Management LLC |
2026 Q1
|
5/18/2026 |
| OPAL CAPITAL LLC |
2026 Q1
|
5/18/2026 |
| Barnes Wealth Management Group, Inc |
2026 Q1
|
5/18/2026 |
| Chokshi & Queen Wealth Advisors, Inc |
2026 Q1
|
5/18/2026 |
| Parvin Asset Management, LLC |
2026 Q1
|
5/18/2026 |
| CAPITAL & PLANNING, LLC |
2026 Q1
|
5/18/2026 |
| WD Thunder CV Ultimate GP LLC |
2026 Q1
|
5/18/2026 |
| Stoic Point Capital Management LLC |
2026 Q1
|
5/18/2026 |
| Situational Awareness Partners LP |
2026 Q1
|
5/18/2026 |
| Ariadne Wealth Management, LP |
2026 Q1
|
5/18/2026 |
| Goodlander Investment Management, LLC |
2026 Q1
|
5/18/2026 |
| SYLEBRA CAPITAL LLC |
2026 Q1
|
5/18/2026 |
| Constant Guidance Financial LLC |
2026 Q1
|
5/18/2026 |
| Talon Private Wealth, LLC |
2026 Q1
|
5/18/2026 |
| Empire Financial Management Company, LLC |
2026 Q1
|
5/18/2026 |
| Value Aligned Research Advisors, LLC |
2026 Q1
|
5/18/2026 |
| ADAR1 Capital Management, LLC |
2026 Q1
|
5/18/2026 |
| Gould Capital, LLC |
2026 Q1
|
5/18/2026 |
| Smith Group Asset Management, LLC |
2026 Q1
|
5/18/2026 |
| Guardian Partners Inc. |
2026 Q1
|
5/18/2026 |
| Pine Ridge Advisers LLC |
2026 Q1
|
5/18/2026 |
| ABG Innovation Capital Partners III GP Ltd |
2026 Q1
|
5/18/2026 |
| SVF Sponsor III (DE) LLC |
2026 Q1
|
5/18/2026 |
| ABG-WTT Global Life Science Capital Partners GP Ltd |
2026 Q1
|
5/18/2026 |
| Ally Bridge Group (NY) LLC |
2026 Q1
|
5/18/2026 |
| Core Wealth Advisors, Inc. |
2026 Q1
|
5/18/2026 |
| SB INVESTMENT ADVISERS (UK) LTD |
2026 Q1
|
5/18/2026 |
| EverSource Wealth Advisors, LLC |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
| Adalta Capital Management LLC |
2026 Q1
|
5/18/2026 |
| Kanen Wealth Management LLC |
2026 Q1
|
5/18/2026 |
| Yu Fan |
2026 Q1
|
5/18/2026 |
| Spyglass Capital Management LLC |
2026 Q1 - RESTATEMENT
|
5/18/2026 |
| NewEdge Advisors, LLC |
2026 Q1
|
5/18/2026 |
| Sunbelt Securities, Inc. |
2026 Q1
|
5/18/2026 |
| Arete Wealth Advisors, LLC |
2026 Q1
|
5/18/2026 |
| TAM Capital Management Inc. |
2026 Q1
|
5/18/2026 |
| Ma Investment Partnership, LP |
2026 Q1
|
5/18/2026 |
| Ma Investment Partnership, LP |
2025 Q4
|
5/18/2026 |
| Amundi |
2026 Q1
|
5/18/2026 |
| Merk Investments LLC |
2026 Q1
|
5/18/2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
2026 Q1
|
5/18/2026 |
| Adelante Capital Management LLC |
2026 Q1
|
5/18/2026 |
| MSA Advisors, LLC |
2026 Q1
|
5/18/2026 |
| Genesis Financial Group, LLC |
2026 Q1
|
5/18/2026 |
| Hamilton Wealth, LLC |
2026 Q1
|
5/18/2026 |
| Wilson & Boucher Capital Management, LLC |
2026 Q1
|
5/18/2026 |