Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV $3.12B 51 2024-12-31 2025-02-12
AEQUIM ALTERNATIVE INVESTMENTS LP $3.12B 97 2024-12-31 2025-02-14
WIT, LLC $3.12B 13 2024-12-31 2025-02-14
EVERGREEN QUALITY FUND GP, LTD. $3.12B 15 2024-12-31 2025-02-14
NFJ INVESTMENT GROUP, LLC $3.11B 270 2024-12-31 2025-02-13
LINCOLN NATIONAL CORP $3.11B 21 2024-12-31 2025-02-06
DEMARS FINANCIAL GROUP, LLC $3.11B 70 2024-12-31 2025-02-13
ARIZONA PSPRS TRUST $3.10B 22 2024-12-31 2025-02-12
IHT WEALTH MANAGEMENT, LLC $3.10B 1078 2024-12-31 2025-02-14
HERITAGE INVESTORS MANAGEMENT CORP $3.10B 255 2024-12-31 2025-02-04
OPTIVER HOLDING B.V. $3.09B 1034 2024-12-31 2025-02-14
LONG FOCUS CAPITAL MANAGEMENT, LLC $3.08B 102 2024-12-31 2025-02-14
AMERITAS INVESTMENT PARTNERS, INC. $3.08B 3136 2024-12-31 2025-02-13
CARY STREET PARTNERS FINANCIAL LLC $3.07B 829 2024-12-31 2025-02-14
EVERGREEN CAPITAL MANAGEMENT LLC $3.07B 1065 2024-12-31 2025-02-13
UNITED SERVICES AUTOMOBILE ASSOCIATION $3.07B 390 2024-12-31 2025-02-11
ARGA INVESTMENT MANAGEMENT, LP $3.06B 122 2024-12-31 2025-01-27
BECKER CAPITAL MANAGEMENT INC $3.06B 272 2024-12-31 2025-02-14
GEOWEALTH MANAGEMENT, LLC $3.06B 1792 2024-12-31 2025-02-13
QUOTIENT WEALTH PARTNERS, LLC $3.06B 325 2024-12-31 2025-01-28
NORTHROCK PARTNERS, LLC $3.05B 593 2024-12-31 2025-02-14
IFP ADVISORS, INC $3.05B 4609 2024-12-31 2025-02-04
HARTFORD INVESTMENT MANAGEMENT CO $3.05B 496 2024-12-31 2025-01-29
B. RILEY WEALTH ADVISORS, INC. $3.05B 1136 2024-12-31 2025-02-25
MILLER HOWARD INVESTMENTS INC /NY $3.04B 136 2024-12-31 2025-01-28
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