| Capital Square, LLC |
2026 Q1 |
5/11/2026 |
| Waratah Capital Advisors Ltd. |
2026 Q1 |
5/11/2026 |
| Electric Capital Partners, LLC |
2025 Q4 - NEW HOLDINGS |
5/11/2026 |
| Aptus Capital Advisors, LLC |
2026 Q1 |
5/11/2026 |
| Aprio Wealth Management, LLC |
2026 Q1 |
5/11/2026 |
| Hamrick Investment Counsel, llc |
2026 Q1 |
5/11/2026 |
| TD ASSET MANAGEMENT INC |
2026 Q1 |
5/11/2026 |
| Lalia Capital, LLC |
2026 Q1 |
5/11/2026 |
| Boxwood Ventures, Inc. |
2026 Q1 |
5/11/2026 |
| Bond Capital Management, LP |
2026 Q1 |
5/11/2026 |
| Coleford Investment Management Ltd. |
2026 Q1 |
5/11/2026 |
| VIAWEALTH, LLC |
2026 Q1 |
5/11/2026 |
| C V STARR & CO INC |
2026 Q1 |
5/11/2026 |
| POM Investment Strategies, LLC |
2026 Q1 |
5/11/2026 |
| OpenArc Corporate Advisory, LLC |
2026 Q1 |
5/11/2026 |
| Starr Indemnity & Liability Co |
2026 Q1 |
5/11/2026 |
| KPS Global Asset Management UK Ltd |
2026 Q1 |
5/11/2026 |
| Mirova US LLC |
2026 Q1 |
5/11/2026 |
| SageOak Financial, LLC |
2026 Q1 |
5/11/2026 |
| QUADRANT CAPITAL GROUP LLC |
2026 Q1 |
5/11/2026 |
| STONE POINT CAPITAL LLC |
2026 Q1 |
5/11/2026 |
| Shoker Investment Counsel, Inc. |
2026 Q1 |
5/11/2026 |
| Jasper Ridge Partners, L.P. |
2026 Q1 |
5/11/2026 |
| H&F Corporate Investors VIII, Ltd. |
2026 Q1 |
5/11/2026 |
| H&F Corporate Investors X, Ltd. |
2026 Q1 |
5/11/2026 |
| H&F Corporate Investors IX, Ltd. |
2026 Q1 |
5/11/2026 |
| Bond Capital Management, LP |
2025 Q4 - RESTATEMENT |
5/11/2026 |
| REVERENCE CAPITAL PARTNERS, L.P. |
2026 Q1 |
5/11/2026 |
| Empire Life Investments Inc. |
2026 Q1 |
5/11/2026 |
| Sherwood Financial Partners, LLC |
2026 Q1 |
5/11/2026 |
| United Capital Management of KS, Inc. |
2026 Q1 |
5/11/2026 |
| SCRATCH CAPITAL LLC |
2026 Q1 |
5/11/2026 |
| Founders Financial Alliance, LLC |
2026 Q1 |
5/11/2026 |
| BANTAMAC CAPITAL, LLC |
2026 Q1 |
5/11/2026 |
| Knuff & Co LLC |
2026 Q1 |
5/11/2026 |
| Sustainable Growth Advisers, LP |
2026 Q1 |
5/11/2026 |
| Chaney Capital Management, Inc. |
2026 Q1 |
5/11/2026 |
| EQUITEC PROPRIETARY MARKETS, LLC |
2026 Q1 |
5/11/2026 |
| LGT CAPITAL PARTNERS LTD. |
2026 Q1 |
5/11/2026 |
| BankPlus Trust Department |
2026 Q1 |
5/11/2026 |
| ALLSTATE CORP |
2026 Q1 |
5/11/2026 |
| Penserra Capital Management LLC |
2026 Q1 |
5/11/2026 |
| Canopy Partners, LLC |
2026 Q1 |
5/11/2026 |
| Vulcan Value Partners, LLC |
2026 Q1 |
5/11/2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD |
2026 Q1 |
5/11/2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC |
2026 Q1 |
5/11/2026 |
| Marest Capital, LLC |
2026 Q1 |
5/11/2026 |
| China-UAE Investment Cooperation Fund, L.P. |
2026 Q1 |
5/11/2026 |
| American Beacon Advisors, Inc. |
2026 Q1 |
5/11/2026 |
| TRAVELERS COMPANIES, INC. |
2026 Q1 |
5/11/2026 |
| RiverFront Investment Group, LLC |
2026 Q1 |
5/11/2026 |
| Elevation Wealth Management LLC |
2026 Q1 |
5/11/2026 |
| MIZUHO SECURITIES USA LLC |
2026 Q1 |
5/11/2026 |
| Tulsa Wealth Advisors, INC |
2026 Q1 |
5/11/2026 |
| Caprock Group, LLC |
2026 Q1 |
5/11/2026 |
| Andera Partners |
2026 Q1 |
5/11/2026 |
| Hedeker Wealth, LLC |
2026 Q1 |
5/11/2026 |
| Windle Wealth, LLC |
2026 Q1 |
5/11/2026 |
| Westwood Wealth Management |
2026 Q1 |
5/11/2026 |
| Optimist Retirement Group LLC |
2026 Q1 |
5/11/2026 |
| Kilner Capital Advisors, LLC |
2026 Q1 |
5/11/2026 |
| Fairway Financial, LLC |
2026 Q1 |
5/11/2026 |
| Krane Funds Advisors LLC |
2026 Q1 |
5/11/2026 |
| Beacon Capital Management, LLC |
2026 Q1 |
5/11/2026 |
| BROGAN FINANCIAL, INC. |
2026 Q1 |
5/11/2026 |
| Pathstone Holdings, LLC |
2026 Q1 |
5/11/2026 |
| CADINHA & CO LLC |
2026 Q1 |
5/11/2026 |
| GREAT VALLEY ADVISOR GROUP, INC. |
2026 Q1 |
5/11/2026 |
| PRIMECAP MANAGEMENT CO/CA/ |
2026 Q1 |
5/11/2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
2026 Q1 |
5/11/2026 |
| Ironsides Asset Advisors, LLC |
2026 Q1 |
5/11/2026 |
| GRANVILLE CAPITAL, INC. |
2026 Q1 |
5/11/2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC |
2026 Q1 |
5/11/2026 |
| Lummis Asset Management, LP |
2026 Q1 |
5/11/2026 |
| REAP Financial Group, LLC |
2026 Q1 |
5/11/2026 |
| HOWARD WEALTH MANAGEMENT, LLC |
2026 Q1 |
5/11/2026 |
| Linscomb Wealth, Inc. |
2026 Q1 |
5/11/2026 |
| Ewing Morris & Co. Investment Partners Ltd. |
2026 Q1 |
5/11/2026 |
| Elevated Financial Group LLC |
2026 Q1 |
5/11/2026 |
| RAHLFS CAPITAL, LLC |
2026 Q1 |
5/11/2026 |
| Biltmore Family Office, LLC |
2026 Q1 |
5/11/2026 |
| Sidoxia Capital Management, LLC |
2026 Q1 |
5/11/2026 |
| Bannerstone Capital Management, LLC |
2026 Q1 |
5/11/2026 |
| Alamea Verwaltungs GmbH |
2026 Q1 |
5/11/2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd |
2026 Q1 |
5/11/2026 |
| Wellesley Asset Management |
2026 Q1 |
5/11/2026 |
| Sage Mountain Advisors LLC |
2026 Q1 |
5/11/2026 |
| Wealth Management Strategies, Inc. |
2026 Q1 |
5/11/2026 |
| WFA of San Diego, LLC |
2026 Q1 |
5/11/2026 |
| ENDEAVOUR CAPITAL ADVISORS INC |
2026 Q1 |
5/11/2026 |
| GLOBE LIFE INC. |
2026 Q1 |
5/11/2026 |
| Running Oak Capital LLC |
2026 Q1 |
5/11/2026 |
| Kondo Wealth Advisors, Inc. |
2026 Q1 |
5/11/2026 |
| SCHULHOFF & CO INC |
2026 Q1 |
5/11/2026 |
| DCF Advisers, LLC |
2026 Q1 |
5/11/2026 |
| Heritage Wealth Management, Inc. /CA/ |
2026 Q1 |
5/11/2026 |
| Madden Advisory Services, Inc. |
2026 Q1 |
5/11/2026 |
| Smith Partners Wealth Management, LLC |
2026 Q1 |
5/11/2026 |
| Portland Global Advisors LLC |
2026 Q1 |
5/11/2026 |
| SCS Capital Management LLC |
2026 Q1 |
5/11/2026 |