| 17 Aug 2026 | BROOKS, MOORE & ASSOCIATES, INC. | Institutional manager | 30 Jun 2026 | 19.94K | $5.77M* | 30 Jun 2026 |
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| 17 Aug 2026 | Winning Points Advisors, LLC | Institutional manager | 30 Jun 2026 | 159.30K | $46.10M* | 30 Jun 2026 |
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| 17 Aug 2026 | Asset Allocation Strategies LLC | Institutional manager | 30 Jun 2026 | 8.81K | $2.55M* | 30 Jun 2026 |
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| 17 Aug 2026 | Balanced Rock Investment Advisors LLC | Institutional manager | 30 Jun 2026 | 5.13K | $1.48M* | 30 Jun 2026 |
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| 17 Aug 2026 | Parvin Asset Management, LLC | Institutional manager | 30 Jun 2026 | 24.32K | $7.04M* | 30 Jun 2026 |
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| 17 Aug 2026 | Wealth Management Strategies, Inc. | Institutional manager | 30 Jun 2026 | 17.85K | $5.17M* | 30 Jun 2026 |
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| 17 Aug 2026 | Comprehensive Money Management Services LLC | Institutional manager | 30 Jun 2026 | 3.96K | $1.15M* | 30 Jun 2026 |
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| 17 Aug 2026 | Papamarkou Wellner Asset Management inc. | Institutional manager | 30 Jun 2026 | 74.14K | $21.45M* | 30 Jun 2026 |
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| 17 Aug 2026 | MASTERINVEST Kapitalanlage GmbH | Institutional manager | 30 Jun 2026 | 166.97K | $48.31M* | 30 Jun 2026 |
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| 17 Aug 2026 | Reality Financial Planning Services, LLC | Institutional manager | 30 Jun 2026 | 1.35K | $392.08K* | 30 Jun 2026 |
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| 17 Aug 2026 | Jacobs Equity LLC | Institutional manager | 30 Jun 2026 | 3.60K | $1.04M* | 30 Jun 2026 |
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| 17 Aug 2026 | LARCH CAPITAL PARTNERS LLC | Institutional manager | 30 Jun 2026 | 1.16K | $334.79K* | 30 Jun 2026 |
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| 17 Aug 2026 | Sanchez Levi Garrett | Institutional manager | 30 Jun 2026 | 17.25K | $4.99M* | 30 Jun 2026 |
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| 17 Aug 2026 | N10 ASSETS, LLC | Institutional manager | 30 Jun 2026 | 1.80K | $522.29K* | 30 Jun 2026 |
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| 17 Aug 2026 | STONEBRIDGE CAPITAL MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 58.69K | $16.98M* | 30 Jun 2026 |
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| 17 Aug 2026 | CENTAURUS FINANCIAL, INC. | Institutional manager | 30 Jun 2026 | 205.69K | $59.52M* | 30 Jun 2026 |
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| 17 Aug 2026 | Winning Points Advisors, LLC | Institutional manager | 31 Mar 2026 | 158.23K | $40.16M* | 31 Mar 2026 |
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| 17 Aug 2026 | Wealth Management Strategies, Inc. | Institutional manager | 30 Jun 2025 | 19.22K | $3.94M* | 30 Jun 2025 |
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| 17 Aug 2026 | Legacy Edge Advisors, LLC | Institutional manager | 30 Jun 2025 | 37.64K | $7.72M* | 30 Jun 2025 |
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| 17 Aug 2026 | Legacy Edge Advisors, LLC | Institutional manager | 31 Mar 2025 | 35.59K | $7.91M* | 31 Mar 2025 |
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| 17 Aug 2026 | Wealth Management Strategies, Inc. | Institutional manager | 31 Dec 2024 | 19.30K | $4.83M* | 31 Dec 2024 |
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| 17 Aug 2026 | Legacy Edge Advisors, LLC | Institutional manager | 31 Dec 2024 | 35.09K | $8.79M* | 31 Dec 2024 |
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| 17 Aug 2026 | Legacy Edge Advisors, LLC | Institutional manager | 30 Sept 2024 | 36.98K | $8.62M* | 30 Sept 2024 |
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| 17 Aug 2026 | Legacy Edge Advisors, LLC | Institutional manager | 30 Jun 2024 | 33.49K | $7.26M* | 1 Jul 2024 |
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| 17 Aug 2026 | Legacy Edge Advisors, LLC | Institutional manager | 31 Mar 2024 | 26.96K | $4.58M* | 1 Apr 2024 |
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| 17 Aug 2026 | Legacy Edge Advisors, LLC | Institutional manager | 31 Dec 2023 | 25.15K | $4.67M* | 2 Jan 2024 |
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| 14 Aug 2026 | SANDLER CAPITAL MANAGEMENT | Institutional manager | 30 Jun 2026 | 1.31K | $380.51K* | 30 Jun 2026 |
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| 14 Aug 2026 | NEW ENGLAND ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 3.38K | $978.62K* | 30 Jun 2026 |
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| 14 Aug 2026 | PALISADE CAPITAL MANAGEMENT, LP | Institutional manager | 30 Jun 2026 | 254.43K | $73.62M* | 30 Jun 2026 |
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| 14 Aug 2026 | SOROS FUND MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 529.54K | $153.23M* | 30 Jun 2026 |
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| 14 Aug 2026 | FAIRHOLME CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 2.40K | $694.46K* | 30 Jun 2026 |
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| 14 Aug 2026 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | Institutional manager | 30 Jun 2026 | 4.64K | $1.34M* | 30 Jun 2026 |
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| 14 Aug 2026 | HALL CAPITAL MANAGEMENT CO INC | Institutional manager | 30 Jun 2026 | 46.51K | $13.46M* | 30 Jun 2026 |
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| 14 Aug 2026 | Iron Gate Global Advisors LLC | Institutional manager | 30 Jun 2026 | 277.19K | $80.21M* | 30 Jun 2026 |
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| 14 Aug 2026 | WESTWOOD HOLDINGS GROUP INC | Institutional manager | 30 Jun 2026 | 483.44K | $139.89M* | 30 Jun 2026 |
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| 14 Aug 2026 | BOYAR ASSET MANAGEMENT INC. | Institutional manager | 30 Jun 2026 | 3.05K | $882.84K* | 30 Jun 2026 |
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| 14 Aug 2026 | SILVERCREST ASSET MANAGEMENT GROUP LLC | Institutional manager | 30 Jun 2026 | 802.25K | $232.14M* | 30 Jun 2026 |
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| 14 Aug 2026 | Destination Wealth Management | Institutional manager | 30 Jun 2026 | 846.14K | $244.84M* | 30 Jun 2026 |
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| 14 Aug 2026 | CANADA PENSION PLAN INVESTMENT BOARD | Institutional manager | 30 Jun 2026 | 26.49M | $7.67B* | 30 Jun 2026 |
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| 14 Aug 2026 | SCOPUS ASSET MANAGEMENT, L.P. | Institutional manager | 30 Jun 2026 | 273.50K | $79.14M* | 30 Jun 2026 |
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| 14 Aug 2026 | AMERICAN CAPITAL MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 2.80K | $810.21K* | 30 Jun 2026 |
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| 14 Aug 2026 | Bridgewater Associates, LP | Institutional manager | 30 Jun 2026 | 364.38K | $105.44M* | 30 Jun 2026 |
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| 14 Aug 2026 | Ionic Capital Management LLC | Institutional manager | 30 Jun 2026 | 3.67K | $1.06M* | 30 Jun 2026 |
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| 14 Aug 2026 | Whale Rock Capital Management LLC | Institutional manager | 30 Jun 2026 | 99.77K | $28.87M* | 30 Jun 2026 |
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| 14 Aug 2026 | Nicholas Investment Partners, LP | Institutional manager | 30 Jun 2026 | 15.51K | $4.49M* | 30 Jun 2026 |
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| 14 Aug 2026 | Blackstone Inc. | Institutional manager | 30 Jun 2026 | 2.39K | $692.73K* | 30 Jun 2026 |
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| 14 Aug 2026 | J. Goldman & Co LP | Institutional manager | 30 Jun 2026 | 2.00K | $578.72K* | 30 Jun 2026 |
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| 14 Aug 2026 | RIVERNORTH CAPITAL MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 1.57K | $453.72K* | 30 Jun 2026 |
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| 14 Aug 2026 | Jasper Ridge Partners, L.P. | Institutional manager | 30 Jun 2026 | 25.52K | $7.39M* | 30 Jun 2026 |
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| 14 Aug 2026 | Wallace Capital Management Inc. | Institutional manager | 30 Jun 2026 | 12.97K | $3.75M* | 30 Jun 2026 |
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| 14 Aug 2026 | Saba Capital Management, L.P. | Institutional manager | 30 Jun 2026 | 31.98K | $9.25M* | 30 Jun 2026 |
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| 14 Aug 2026 | Gotham Asset Management, LLC | Institutional manager | 30 Jun 2026 | 2.86M | $827.71M* | 30 Jun 2026 |
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| 14 Aug 2026 | Global Endowment Management, LP | Institutional manager | 30 Jun 2026 | 74.82K | $21.65M* | 30 Jun 2026 |
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| 14 Aug 2026 | Gallagher Fiduciary Advisors, LLC | Institutional manager | 30 Jun 2026 | 17.40K | $5.04M* | 30 Jun 2026 |
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| 14 Aug 2026 | East Coast Asset Management, LLC. | Institutional manager | 30 Jun 2026 | 36.94K | $10.69M* | 30 Jun 2026 |
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| 14 Aug 2026 | Strategic Global Advisors, LLC | Institutional manager | 30 Jun 2026 | 95.28K | $27.57M* | 30 Jun 2026 |
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| 14 Aug 2026 | Private Capital Management, LLC | Institutional manager | 30 Jun 2026 | 23.49K | $6.80M* | 30 Jun 2026 |
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| 14 Aug 2026 | Permanens Capital L.P. | Institutional manager | 30 Jun 2026 | 10.60K | $3.07M* | 30 Jun 2026 |
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| 14 Aug 2026 | Engineers Gate Manager LP | Institutional manager | 30 Jun 2026 | 6.11K | $1.77M* | 30 Jun 2026 |
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| 14 Aug 2026 | ABS Investment Management LLC | Institutional manager | 30 Jun 2026 | 289.00 | $83.63K* | 30 Jun 2026 |
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| 14 Aug 2026 | Schonfeld Strategic Advisors LLC | Institutional manager | 30 Jun 2026 | 27.81K | $8.05M* | 30 Jun 2026 |
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| 14 Aug 2026 | Financial Advisors Network, Inc. | Institutional manager | 30 Jun 2026 | 55.89K | $16.17M* | 30 Jun 2026 |
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| 14 Aug 2026 | Grace & Mercy Foundation, Inc. | Institutional manager | 30 Jun 2026 | 31.90K | $9.23M* | 30 Jun 2026 |
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| 14 Aug 2026 | Port Capital LLC | Institutional manager | 30 Jun 2026 | 48.06K | $13.91M* | 30 Jun 2026 |
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| 14 Aug 2026 | Windsor Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 10.79K | $3.12M* | 30 Jun 2026 |
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| 14 Aug 2026 | H&H International Investment, LLC | Institutional manager | 30 Jun 2026 | 27.10M | $7.84B* | 30 Jun 2026 |
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| 14 Aug 2026 | National Philanthropic Trust | Institutional manager | 30 Jun 2026 | 92.56K | $26.78M* | 30 Jun 2026 |
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| 14 Aug 2026 | Karani Asset Management LLC | Institutional manager | 30 Jun 2026 | 43.23K | $12.51M* | 30 Jun 2026 |
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| 14 Aug 2026 | 11 Capital Partners LP | Institutional manager | 30 Jun 2026 | 63.57K | $18.39M* | 30 Jun 2026 |
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| 14 Aug 2026 | Perennial Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 169.27K | $48.98M* | 30 Jun 2026 |
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| 14 Aug 2026 | Investment Management Corp of Ontario | Institutional manager | 30 Jun 2026 | 1.42M | $411.30M* | 30 Jun 2026 |
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| 14 Aug 2026 | Rockbridge Investment Management, LCC | Institutional manager | 30 Jun 2026 | 26.85K | $7.77M* | 30 Jun 2026 |
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| 14 Aug 2026 | Caerus Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 22.75K | $6.58M* | 30 Jun 2026 |
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| 14 Aug 2026 | Riverwater Partners LLC | Institutional manager | 30 Jun 2026 | 9.56K | $2.77M* | 30 Jun 2026 |
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| 14 Aug 2026 | CARDIFF PARK ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 105.76K | $30.60M* | 30 Jun 2026 |
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| 14 Aug 2026 | Resurgent Financial Advisors LLC | Institutional manager | 30 Jun 2026 | 55.15K | $15.96M* | 30 Jun 2026 |
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| 14 Aug 2026 | Sonoma Private Wealth LLC | Institutional manager | 30 Jun 2026 | 12.60K | $3.65M* | 30 Jun 2026 |
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| 14 Aug 2026 | Freestone Grove Partners LP | Institutional manager | 30 Jun 2026 | 203.78K | $58.96M* | 30 Jun 2026 |
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| 14 Aug 2026 | Unisphere Establishment | Institutional manager | 30 Jun 2026 | 99.30K | $28.73M* | 30 Jun 2026 |
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| 14 Aug 2026 | Jain Global LLC | Institutional manager | 30 Jun 2026 | 398.09K | $115.19M* | 30 Jun 2026 |
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| 14 Aug 2026 | Meridiem Capital Partners LP | Institutional manager | 30 Jun 2026 | 122.94K | $35.57M* | 30 Jun 2026 |
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| 14 Aug 2026 | Avenir Tech Ltd | Institutional manager | 30 Jun 2026 | 100.00 | $28.94K* | 30 Jun 2026 |
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| 14 Aug 2026 | Arini Capital Management Ltd | Institutional manager | 30 Jun 2026 | (m) | (m) | (m) |
|---|
| 14 Aug 2026 | Wedbush Fund Advisers, LLC | Institutional manager | 30 Jun 2026 | 183.30K | $53.04M* | 30 Jun 2026 |
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| 14 Aug 2026 | Valtrion Capital Management, LLC | Institutional manager | 30 Jun 2026 | 9.39K | $2.72M* | 30 Jun 2026 |
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| 14 Aug 2026 | Odyssean, LLC | Institutional manager | 30 Jun 2026 | 10.21K | $2.95M* | 30 Jun 2026 |
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| 14 Aug 2026 | Lotus Technology Management, LP | Institutional manager | 30 Jun 2026 | 3.31K | $959.23K* | 30 Jun 2026 |
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| 14 Aug 2026 | Merited Wealth, LLC | Institutional manager | 30 Jun 2026 | 6.45K | $1.87M* | 30 Jun 2026 |
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| 14 Aug 2026 | Medallion Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 14.13K | $4.09M* | 30 Jun 2026 |
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| 14 Aug 2026 | NBH Bank | Institutional manager | 30 Jun 2026 | 32.57K | $9.42M* | 30 Jun 2026 |
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| 14 Aug 2026 | PRIMECAP MANAGEMENT CO/CA/ | Institutional manager | 30 Jun 2026 | 1.76M | $509.53M* | 30 Jun 2026 |
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| 14 Aug 2026 | OAK ASSOCIATES LTD /OH/ | Institutional manager | 30 Jun 2026 | 112.89K | $32.67M* | 30 Jun 2026 |
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| 14 Aug 2026 | JACOBS LEVY EQUITY MANAGEMENT, INC | Institutional manager | 30 Jun 2026 | 3.64M | $1.05B* | 30 Jun 2026 |
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| 14 Aug 2026 | Caisse de depot et placement du Quebec | Institutional manager | 30 Jun 2026 | 9.33M | $2.70B* | 30 Jun 2026 |
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| 14 Aug 2026 | Harding Loevner LP | Institutional manager | 30 Jun 2026 | 259.99K | $75.23M* | 30 Jun 2026 |
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| 14 Aug 2026 | GROUPAMA ASSET MANAGMENT | Institutional manager | 30 Jun 2026 | 1.27M | $367.08M* | 30 Jun 2026 |
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| 14 Aug 2026 | MAIRS & POWER INC | Institutional manager | 30 Jun 2026 | 1.14M | $329.42M* | 30 Jun 2026 |
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| 14 Aug 2026 | &PARTNERS | Institutional manager | 30 Jun 2026 | 2.97M | $860.58M* | 30 Jun 2026 |
|---|
| 14 Aug 2026 | SYSTEMATIC FINANCIAL MANAGEMENT LP | Institutional manager | 30 Jun 2026 | 12.34K | $3.57M* | 30 Jun 2026 |
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| 14 Aug 2026 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 162.25K | $46.95M* | 30 Jun 2026 |
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