13F History

ManagerCIKFiledPositions13F Reported Value
First Financial Group Corp 0002054920Jan 28, 2026 73$117.5M
Peapod Lane Capital LLC 0002050979Jan 28, 2026 59$117.5M
Agman Capital LLC 0002107832Feb 13, 2026 19$117.6M
Luts & Greenleigh Group, Inc. 0001967844Jan 26, 2026 87$117.7M
Fortitude Financial, LLC 0002066105Jan 27, 2026 39$117.8M
Stoic Point Capital Management LLC 0002043279Feb 17, 2026 62$117.9M
Tenzing Global Management, LLC 0001624095Feb 17, 2026 15$117.9M
American Asset Management Inc. 0001569454Jan 7, 2026 35$117.9M
Cruiser Capital Advisors, LLC 0001713506Feb 12, 2026 54$118.0M
Clarendon Private LLC 0001961628Feb 5, 2026 103$118.0M
Sherman Asset Management, Inc. 0001736535Feb 5, 2026 144$118.1M
Clarity Wealth Development LLC 0002048774Feb 11, 2026 45$118.2M
Hershey Financial Advisers, LLC 0002034214Feb 18, 2026 78$118.3M
Post Resch Tallon Group Inc. 0002054476Jan 9, 2026 109$118.4M
Stewardship Concepts Financial Services LLC 0002105785Jan 20, 2026 53$118.6M
Tandem Investment Partners LLC 0002056333Jan 21, 2026 70$118.6M
CM Management, LLC 0001841857Feb 2, 2026 62$118.6M
C2C Wealth Management, LLC 0001868903Jan 21, 2026 87$118.6M
William Howard & Co Financial Advisors Inc 0002023493Jan 21, 2026 57$118.6M
Evergreen Wealth Partners LLC 0002101006Feb 5, 2026 79$118.7M
TCM Advisors, LLC 0001911491Feb 13, 2026 62$118.8M
Integrated Wealthcare, LLC 0001962105Jan 23, 2026 28$118.9M
University of Wisconsin Foundation 0001697228Feb 13, 2026 8$118.9M
Santa Clara Valley Transportation Authority 0002043469Feb 13, 2026 4$119.0M
Charter Oak Advisors LP 0002022905Feb 13, 2026 13$119.0M
Emissary Wealth LLC 0002107252Jan 27, 2026 59$119.0M
E-Wealth Partners, LLC 0002129940May 13, 2026 57$119.0M
Sound Portfolio Advisors, LLC 0002109204Feb 5, 2026 33$119.1M
Ridge Creek Global, Inc 0002111429Feb 13, 2026 86$119.2M
Wulff, Hansen & Co. 0000108634Feb 3, 2026 102$119.2M
Arbor Capital Management Inc. 0001027570Jan 28, 2026 103$119.2M
Investment Management Corp. /Va/ 0000789307Jan 29, 2026 53$119.3M
Cauble & Harre Wealth Management, Inc. 0002064807Feb 5, 2026 70$119.3M
Boyce & Associates Wealth Consulting, Inc. 0001922884Jan 20, 2026 75$119.3M
MRP Capital Investments, LLC 0001964831Feb 9, 2026 200$119.3M
R.H. Investment Group, LLC 0002048733Jan 16, 2026 33$119.4M
Delta Wealth Advisors LLC 0001970701Jan 28, 2026 47$119.4M
Chesapeake Capital Corp. 0001093908Feb 3, 2026 158$119.5M
Potomac Capital Management, Inc. 0001418746Feb 11, 2026 66$119.5M
Bretton Capital Management, LLC 0002043671Jan 26, 2026 18$119.5M
Mishpacha Holdings Corp. 0002111655Feb 27, 2026 11$119.5M
Nest Investments, LLC 0001948755Aug 18, 2026 30$119.5M
CDKV Holdings LLC 0002109928Feb 17, 2026 277$119.5M
Peak Wealth Management LLC 0002094948Feb 4, 2026 51$119.6M
Wiregrass Investment Management LLC 0002109460Feb 13, 2026 98$119.6M
Frisco Financial Planning LLC 0002133972May 12, 2026 26$119.6M
Cook & Bynum Capital Management, LLC 0001542280Feb 17, 2026 6$119.7M
Global Strategic Management Inc. 0001413303Feb 13, 2026 27$119.9M
Vista Cima Wealth Management LLC 0002055907Feb 11, 2026 51$119.9M
Alterna Wealth Management, Inc. 0001767699Jan 23, 2026 101$120.0M
Valor Advisors LLC 0002108599Jul 1, 2026 36$120.0M
Semitam Bonam LLC 0001922963Jan 20, 2026 47$120.1M
Golden Bell Financial Planning LLC 0002044309Feb 3, 2026 36$120.1M
Davis Wealth Advisors, LLC 0002104502Feb 17, 2026 69$120.2M
Ferguson Johnson Wealth Management Inc 0002109387Feb 6, 2026 35$120.3M
Vigil Wealth Management, LLC 0002107625Feb 10, 2026 77$120.3M
Orvieto Partners, L.P. 0002052484Feb 12, 2026 41$120.3M
Alexander Randolph Advisory, Inc. 0000874816Feb 5, 2026 54$120.3M
URS Advisory LLC 0002111352Feb 17, 2026 44$120.3M
Niles Investment Management, LLC 0002016708Feb 13, 2026 19$120.3M
Linden Rose Investment LLC 0001833819Feb 9, 2026 7$120.3M
NDVR, Inc. 0002011247Feb 12, 2026 121$120.5M
Strategic Advisory Partners, LLC 0002114344Mar 3, 2026 36$120.5M
Elm3 Financial Group, LLC 0002011201Jan 22, 2026 113$120.6M
Sentinel Wealth Management, Inc. 0001929328Jan 8, 2026 38$120.6M
Explore Capital Management, LLC 0002026286Feb 11, 2026 14$120.6M
Chesapeake Asset Management LLC 0001079397Jan 8, 2026 337$120.7M
Eagle Harbor Asset Management Inc. 0001088388Aug 11, 2026 132$120.8M
NorthAvenue LLC 0002123735Apr 2, 2026 375$120.8M
Sierra Ocean, LLC 0002051715Feb 6, 2026 61$120.8M
Mueller Wealth, LLC 0002110608Feb 10, 2026 15$120.8M
Sandro Wealth Management LLC 0002107860Feb 2, 2026 93$120.8M
Evolution Wealth Management Inc. 0002010029Feb 10, 2026 747$120.9M
Midwestern Financial, LLC 0002083276Feb 6, 2026 52$120.9M
Troutman Wealth Management, LLC 0002110807Feb 18, 2026 37$121.0M
Shepherd Kaplan Krochuk, LLC 0001218583Feb 13, 2026 64$121.1M
TrueWealth Financial Partners 0001908108Feb 5, 2026 50$121.1M
Smith Asset Management Co., LLC 0002068217Feb 19, 2026 70$121.1M
Prosperity Advisers, LLC 0002042930Jan 23, 2026 40$121.1M
True Blue Financial, LLC 0002010212Feb 5, 2026 51$121.1M
Geremia Financial Services, LLC 0002104898Jan 13, 2026 10$121.2M
SVRN Asset Management, LLC 0002094004Feb 13, 2026 43$121.4M
Elizabeth Park Capital Advisors, Ltd. 0001600583Feb 17, 2026 45$121.4M
Expect Equity LLC 0002007407Aug 19, 2026 58$121.4M
Fulcrum Wealth Advisors, LLC 0002108790Feb 2, 2026 67$121.5M
Blake Schutter Theil Wealth Advisors, LLC 0002042011Feb 2, 2026 107$121.6M
Pitti Group Wealth Management, LLC 0001909664Feb 13, 2026 77$121.6M
Storgate, LLC 0002110835Feb 13, 2026 153$121.7M
Edmp, Inc. 0001016021Jan 21, 2026 68$121.7M
Bosman Wealth Management, LLC 0002066260Jan 27, 2026 49$121.8M
Barden Capital Management, Inc. 0001906798Jan 6, 2026 56$121.8M
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 0002104543Jan 27, 2026 79$122.0M
Hingham Institution for Savings 0002044671Jan 30, 2026 12$122.0M
Matters Capital LLC 0002110838Feb 17, 2026 65$122.2M
marrick wealth, LLC 0002109850Feb 13, 2026 55$122.2M
Town Capital LLC 0001871352Jun 4, 2026 91$122.2M
Fremen Capital Management LP 0002064172Feb 17, 2026 15$122.2M
Red Crane Wealth Management, LLC 0001686343Feb 3, 2026 66$122.3M
Chung Wu Investment Group, LLC 0002054278Feb 2, 2026 262$122.3M
SCP Investment, LP 0001730961Feb 10, 2026 41$122.4M