13F History

ManagerCIKFiledPositions13F Reported Value
White Wing Wealth Management 0002001473Apr 21, 2025 26$128.4M
Sectoral Asset Management Inc. 0001274413May 15, 2025 84$128.5M
Impact Investors, Inc 0001824539Apr 28, 2025 89$128.5M
Kopion Asset Management, LLC 0001728689Apr 8, 2025 20$128.5M
Pennant Select, LLC 0002011563May 15, 2025 11$128.5M
Barnes Pettey Financial Advisors, LLC 0001908288Apr 24, 2025 99$128.5M
Jim Saulnier & Associates, LLC 0002044420Apr 21, 2025 101$128.5M
Settian Capital LP 0001911113May 5, 2025 26$128.5M
RiverPark Advisors, LLC 0001484256May 12, 2025 127$128.6M
Fearless Solutions, LLC dba Best Invest 0002094159Nov 5, 2025 100$128.6M
Leibman Financial Services, Inc. 0002006661Apr 9, 2025 53$128.6M
BCK Capital Management LP 0001819275May 8, 2025 63$128.7M
Cravens & Co Advisors, LLC 0001966116May 14, 2025 57$128.7M
4D Advisors, LLC 0001938268May 15, 2025 32$128.7M
Widmann Financial Services, Inc. 0001906640May 14, 2025 104$128.7M
Canerector Inc. 0001113234Apr 17, 2025 10$128.9M
Xiamen Xinweidachuang Investment Partnership (Limited Partnership) 0001910318May 15, 2025 1$129.0M
Darden Wealth Group Inc 0002011221May 5, 2025 98$129.0M
Plan A Wealth LLC 0002093645Nov 6, 2025 120$129.0M
Carnegie Mellon University 0001039067May 5, 2025 6$129.0M
Axos Invest Inc. 0002042928Apr 22, 2025 22$129.0M
Primoris Wealth Advisors, LLC 0001909619Apr 24, 2025 95$129.2M
Campion Asset Management 0001843492May 12, 2025 83$129.3M
Davidson Kahn Capital Management, LLC 0002055535Apr 23, 2025 53$129.4M
Lauer Wealth, LLC 0001860063May 2, 2025 48$129.4M
Amitell Capital Pte Ltd 0001807559May 15, 2025 47$129.5M
Privium Fund Management (UK) Ltd 0001845773May 9, 2025 19$129.5M
Hopwood Financial Services, Inc. 0002023166May 8, 2025 300$129.5M
Renaissance Capital LLC 0001535058Apr 11, 2025 28$129.5M
Frazier Financial Advisors, LLC 0002002745May 9, 2025 610$129.7M
Sterling Wealth Advisors Inc 0001943937May 13, 2025 18$129.8M
C V Starr & Co. Inc. 0001340459May 13, 2025 5$129.8M
Zeit Capital LLC 0001808163May 2, 2025 26$130.0M
Coign Capital Advisors LLC 0002056441May 9, 2025 76$130.0M
Dean, Jacobson Financial Services, LLC 0001869456Apr 28, 2025 11$130.0M
Cascade Investment Group, Inc. 0000919447May 14, 2025 131$130.0M
Israel Discount Bank of New York 0001706511Apr 30, 2025 31$130.1M
Grafton Street Partners Fund, LP 0001921789May 15, 2025 12$130.1M
Entrewealth, LLC 0002052200May 14, 2025 60$130.2M
FMA Wealth Management, LLC 0002011155Apr 22, 2025 42$130.2M
Impala Asset Management LLC 0001317679May 21, 2025 19$130.2M
Brickwood Asset Management LLP 0002056939Apr 22, 2025 5$130.3M
Crestwood Capital Management, L.P. 0001468395May 13, 2025 15$130.3M
Fort Vancouver Investment Management, LLC 0002032698Apr 25, 2025 53$130.4M
Coordinated Financial Services, Inc. 0002022906May 16, 2025 137$130.5M
Copley Financial Group, Inc. 0002045258Jul 9, 2025 100$130.6M
Sharp Wealth Advisory, LLC 0001733194Apr 29, 2025 89$130.6M
1620 Investment Advisors, Inc. 0001907281May 14, 2025 689$130.7M
Fidato Wealth LLC 0001711360May 13, 2025 24$130.7M
Charter Research & Investment Group, Inc. 0001666624May 12, 2025 79$130.7M
JGP Global Gestao de Recursos Ltda. 0001536562May 9, 2025 34$130.7M
Precision Wealth Strategies, LLC 0001844197Apr 17, 2025 101$130.8M
Decade Renewable Partners LP 0001915836May 15, 2025 26$130.9M
American Institute for Advanced Investment Management, LLP 0001805824Apr 17, 2025 143$131.0M
Trademark Financial Management, LLC 0002011736Apr 25, 2025 87$131.1M
Schulz Wealth, LTD. 0002011780Apr 29, 2025 63$131.1M
Moulton Wealth Management, Inc. 0001792510Apr 14, 2025 34$131.2M
Pin Oak Investment Advisors Inc. 0001094584May 7, 2025 455$131.2M
Alpha Zero LLC 0002079032Nov 12, 2025 60$131.2M
Gallagher Capital Advisors, LLC 0002034519Apr 23, 2025 64$131.2M
Argus Investors' Counsel, Inc. 0000007195Apr 16, 2025 114$131.3M
Base Wealth Management LLC 0002083977Sep 19, 2025 52$131.3M
Define Financial, LLC 0002021320Apr 15, 2025 33$131.3M
Redwood Financial Network Corp 0001927724May 15, 2025 160$131.3M
Richardson Financial Services Inc. 0002012303May 6, 2025 604$131.4M
Acas, LLC 0001859505May 2, 2025 85$131.4M
OxenFree Capital LLC 0002009781Apr 22, 2025 42$131.4M
DecisionMap Wealth Management, LLC 0002001526Apr 21, 2025 118$131.5M
Banco de Sabadell, S.A 0001730299May 14, 2025 57$131.5M
Bradyco, Inc. 0002055007Apr 16, 2025 49$131.7M
Diamant Asset Management, Inc. 0001731124May 15, 2025 72$131.8M
Blue Door Asset Management, LLC 0001909147May 15, 2025 13$131.8M
Promus Capital, LLC 0002054921Aug 25, 2025 312$131.8M
Alterna Wealth Management, Inc. 0001767699Apr 28, 2025 109$131.8M
Landing Point Financial Group, LLC 0002025964May 13, 2025 69$131.9M
Silvia McColl Wealth Management, LLC 0001991983Apr 7, 2025 109$131.9M
Hurley Capital, LLC 0001632844May 7, 2025 502$131.9M
Arlington Capital Management, Inc. 0001606507May 6, 2025 75$132.0M
Lloyd Harbor Capital Management, LLC 0001847935May 15, 2025 18$132.0M
Providence Wealth Advisors, LLC 0001744955May 7, 2025 82$132.0M
Next Level Wealth Planning, LLC 0002044208May 6, 2025 49$132.0M
Sage Private Wealth Group, LLC 0001845635May 2, 2025 88$132.1M
McAlister, Sweet & Associates, Inc. 0001774087Apr 10, 2025 29$132.1M
McHugh Group, LLC 0002052657Apr 21, 2025 66$132.2M
Sagace Wealth Management LLC 0002027449Apr 15, 2025 62$132.2M
Salus Financial Advisors, LLC 0002056601Apr 25, 2025 34$132.2M
Penbrook Management LLC 0001381055Apr 1, 2025 107$132.3M
Horizons Wealth Management 0001943228Apr 10, 2025 177$132.4M
Kure Advisory, LLC 0001986795Apr 10, 2025 43$132.4M
Burk Holdings LLC 0002079815Aug 13, 2025 58$132.5M
Purkiss Capital Advisors LLC 0002053150May 7, 2025 109$132.5M
Cross Staff Investments Inc 0001900406Apr 22, 2025 122$132.5M
Shorepath Capital Management LLC 0002012685Apr 14, 2025 23$132.5M
Members Wealth LLC 0002059574Apr 15, 2025 102$132.6M
VestGen Investment Management 0001511739May 13, 2025 162$132.6M
Taylor & Morgan Wealth Management, LLC 0001844266Apr 8, 2025 66$132.6M
QTR Family Wealth, LLC 0002067954May 12, 2025 162$132.6M
Sippican Capital Advisors 0001557406Apr 28, 2025 109$132.7M
Envision Financial LLC 0002051355Apr 22, 2025 40$132.7M
Enavate Sciences Gp, LLC 0001953107May 15, 2025 6$132.7M