| 1/30/2026 |
Safe Harbor Family Capital, LLC
|
Dec 2025 |
$114M
|
51 |
EDGAR ↗
|
| 1/30/2026 |
Capital Developers, LLC
|
Dec 2025 |
$112M
|
50 |
EDGAR ↗
|
| 1/30/2026 |
Urban Wealth Management, LLC
|
Dec 2025 |
$108M
|
— |
EDGAR ↗
|
| 1/30/2026 |
Belleair Asset Management, LLC
|
Dec 2025 |
$105M
|
— |
EDGAR ↗
|
| 1/30/2026 |
Ares Financial Consulting, LLC
|
Dec 2025 |
$105M
|
895 |
EDGAR ↗
|
| 1/30/2026 |
Smart Portfolios, LLC
|
Dec 2025 |
$100M
|
100 |
EDGAR ↗
|
| 1/30/2026 |
Boyer Financial Services, Inc.
|
Dec 2025 |
$94M
|
51 |
EDGAR ↗
|
| 1/30/2026 |
China-UAE Investment Cooperation Fund, L.P.
|
Dec 2025 |
$67M
|
1 |
EDGAR ↗
|
| 1/30/2026 |
Pvg Asset Management Corp
|
Dec 2025 |
$47M
|
91 |
EDGAR ↗
|
| 1/30/2026 |
TCG Capital Management, LP
|
Dec 2025 |
$43M
|
1 |
EDGAR ↗
|
| 1/30/2026 |
Veltria Advisors Corp.
|
Dec 2025 |
$23M
|
29 |
EDGAR ↗
|
| 1/30/2026 |
Mizuho Securities Co. Ltd.
|
Dec 2025 |
$7M
|
14 |
EDGAR ↗
|
| 1/30/2026 |
Kiker Wealth Management, LLC
|
Dec 2025 |
$3M
|
— |
EDGAR ↗
|
| 1/30/2026 |
NJ State Employees Deferred Compensation Plan
|
Dec 2025 |
—
|
— |
EDGAR ↗
|
| 1/29/2026 |
UBS Group AG
|
Dec 2025 |
$616.7B
|
24,019 |
EDGAR ↗
|
| 1/29/2026 |
Pictet Asset Management Holding SA
|
Dec 2025 |
$103.0B
|
2,082 |
EDGAR ↗
|
| 1/29/2026 |
Calamos Advisors LLC
|
Dec 2025 |
$26.6B
|
997 |
EDGAR ↗
|
| 1/29/2026 |
Comerica Bank
|
Dec 2025 |
$25.1B
|
6,347 |
EDGAR ↗
|
| 1/29/2026 |
State Of Michigan Retirement System
|
Dec 2025 |
$20.6B
|
— |
EDGAR ↗
|
| 1/29/2026 |
D.A. Davidson & Co.
|
Dec 2025 |
$16.3B
|
1,519 |
EDGAR ↗
|
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