13F History

ManagerCIKFiledPositions13F Reported Value
AMG Asset Management Group, Inc. 0002113282Apr 27, 2026 80$128.8M
Palliser Capital (UK) Ltd 0001881490May 14, 2026 5$128.8M
Blueline Advisors LLC 0002110066Apr 7, 2026 217$129.0M
Teucrium Investment Advisors, LLC 0002055352May 15, 2026 42$129.0M
Saber Capital Managment, LLC 0001911378May 6, 2026 29$129.0M
Monetta Financial Services Inc. 0000869179May 13, 2026 58$129.0M
Clear Point Advisors Inc. 0002010474Apr 29, 2026 75$129.0M
Bradyco, Inc. 0002055007May 13, 2026 38$129.1M
Epacria Capital Partners, LLC 0001927623May 15, 2026 29$129.1M
Split Rock Private Trading & Wealth Management, LLC 0002095884Apr 28, 2026 46$129.2M
Rydar Equities, Inc. 0002065487Apr 13, 2026 92$129.2M
Outfitters Financial LLC 0001846505Apr 21, 2026 80$129.2M
Blalock Williams, LLC 0002092331May 14, 2026 144$129.3M
Gilbert Capital Group, Inc. 0002035854Apr 20, 2026 51$129.4M
Winnacle Wealth LLC 0002079687May 19, 2026 123$129.6M
Bislett Management, LLC 0001425041May 11, 2026 18$129.6M
R.H. Investment Group, LLC 0002048733Apr 14, 2026 45$129.7M
Daytona Street Capital LLC 0002101936Apr 10, 2026 301$129.7M
Richwood Investment Advisors, LLC 0001911900May 15, 2026 98$129.7M
Intrinsic Value Partners, LLC 0001910364Apr 28, 2026 69$129.8M
Clifford Group, LLC 0001965522May 15, 2026 80$129.8M
Nitor Capital Management LLC 0002019017May 14, 2026 24$129.9M
Platt Investment Counsel, LLC 0001859195Apr 9, 2026 13$129.9M
BXM Wealth LLC 0002052379Apr 23, 2026 131$129.9M
M3 Wealth Management, LLC 0002109365May 5, 2026 35$129.9M
Elizabeth Park Capital Advisors, Ltd. 0001600583May 14, 2026 46$129.9M
Fjell Capital, LLC 0002053350Apr 15, 2026 68$130.0M
Core Wealth Advisors, LLC 0002110114Apr 28, 2026 33$130.1M
Illumine Investment Management, LLC 0002052970May 4, 2026 92$130.1M
Cushing Capital Partners, LLC 0002054827Apr 20, 2026 96$130.1M
Eddie Patel Inc 0002078760May 11, 2026 95$130.2M
Oder Investment Management, LLC 0001845109May 5, 2026 102$130.2M
Clarendon Private LLC 0001961628May 11, 2026 119$130.2M
Black Maple Capital Management LP 0001588959May 15, 2026 80$130.2M
Reicon Wealth Advisors, LLC 0001888847May 8, 2026 71$130.3M
Nicholson Meyer Capital Management, Inc. 0002065771Apr 22, 2026 43$130.4M
Financial Life Planners 0002053368Apr 24, 2026 367$130.4M
Nightview Capital, LLC 0001680843Apr 15, 2026 15$130.6M
Gladius Capital Management LP 0001540656May 7, 2026 35$130.7M
Emmett Investment Management, LP 0002042845May 15, 2026 24$130.8M
Castlefield Investment Partners LLP 0002109835May 15, 2026 35$130.8M
Aldebaran Capital, LLC 0001448430May 7, 2026 43$130.8M
ABS Direct Equity Fund LLC 0001729347May 15, 2026 109$130.9M
LTG Capital LLC 0001936987May 15, 2026 23$130.9M
Evergreen Wealth Partners LLC 0002101006May 8, 2026 84$130.9M
Capital Squared Financial LLC 0002128691May 1, 2026 85$131.0M
Legacy Advisory Services, LLC 0002068847May 12, 2026 49$131.0M
Life Planning Partners, Inc 0001910934Apr 29, 2026 68$131.0M
Jordan Park Trust Co LLC 0002051108Apr 30, 2026 14$131.0M
Schrum Private Wealth Management LLC 0001914987May 8, 2026 126$131.1M
Sierra Legacy Group 0002056766May 13, 2026 77$131.1M
Collier Financial 0001902901May 12, 2026 136$131.1M
Partnership Wealth Management, LLC 0002010656Apr 8, 2026 66$131.1M
Afbi LP 0001885432May 14, 2026 1$131.2M
Stanich Group LLC 0002023324Apr 15, 2026 47$131.2M
Alcosta Capital Management, Inc. 0001842509May 14, 2026 23$131.2M
Vested Financial Planning, LLC 0002044679Apr 16, 2026 27$131.3M
SIMA Wealth Partners, LLC 0002135539May 15, 2026 131$131.3M
Pangea Capital Gestao de Recursos Ltda. 0002119167Aug 19, 2026 8$131.3M
Delta Wealth Advisors LLC 0001970701Apr 21, 2026 46$131.4M
Axiom Investment Management LLC 0001513703May 26, 2026 386$131.5M
Paladin Advisory Group, LLC 0001899703Apr 30, 2026 241$131.5M
PlanVest Financial, Inc 0002135239May 14, 2026 565$131.5M
Fairway Financial, LLC 0001921009May 11, 2026 23$131.5M
Graver Capital Management, LLC 0002056589Apr 23, 2026 25$131.6M
ATX Financial Planning, LLC 0002111013Apr 30, 2026 81$131.6M
Visa Foundation 0001709478May 7, 2026 1$131.7M
Rik Saylor Financial, Inc. 0002045268May 8, 2026 85$131.7M
Sivik Global Healthcare LLC 0001596452Apr 15, 2026 34$131.7M
Richard Young Associates, Ltd. 0002107563May 7, 2026 25$131.7M
Twin City Private Wealth, LLC 0002021982Apr 24, 2026 96$131.8M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0002114795May 14, 2026 408$131.8M
Phillip James Consulting Co. 0002111830May 12, 2026 378$131.9M
Sincerus Advisory, LLC 0002050968Apr 6, 2026 76$131.9M
Dale Q Rice Investment Management Ltd 0002041427May 8, 2026 68$132.0M
Alterna Wealth Management, Inc. 0001767699Apr 27, 2026 105$132.0M
Boyce & Associates Wealth Consulting, Inc. 0001922884Apr 13, 2026 80$132.0M
Penbrook Management LLC 0001381055Apr 21, 2026 93$132.1M
Macco Financial Group, Inc. 0002111816Apr 23, 2026 21$132.1M
DBK Financial Counsel, LLC 0001904822Jun 3, 2026 59$132.1M
Park State Asset Management 0001908423May 19, 2026 20$132.1M
bLong Financial, LLC 0001943004Apr 21, 2026 76$132.2M
Global Trust Wealth Management LLC 0002065265Apr 14, 2026 82$132.2M
Axos Invest Inc. 0002042928May 12, 2026 19$132.3M
9823 Capital, L.P. 0001982920May 15, 2026 45$132.5M
Signal Tree Financial Partners LLC 0002069337May 15, 2026 47$132.5M
Madrid Wealth Management, LLC 0002106678Apr 22, 2026 70$132.5M
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 0001685660Aug 13, 2026 10$132.7M
WHI TRUST Co LLC 0002013902Apr 24, 2026 88$132.7M
Forty-three Eighteen Advisors, LLC 0002116323May 6, 2026 75$132.8M
Centerpoint Advisory Group 0002054093Apr 29, 2026 108$132.8M
Harbour Wealth Management Group, Inc. 0002085855Apr 17, 2026 89$132.8M
Bonfire Financial 0001762539May 7, 2026 57$132.9M
Phillips Wealth Planners LLC 0001962628May 14, 2026 210$132.9M
Strategic Value Partners, LLC 0001301912May 13, 2026 1$132.9M
LuminArx Capital Management LP 0001992915May 14, 2026 65$133.1M
Fiduciary Advisors, Inc. 0002047030Apr 16, 2026 121$133.1M
Camelot Portfolios, LLC 0001569766May 8, 2026 190$133.1M
Synergy Financial Group, LTD 0001905669May 15, 2026 123$133.1M
Littlejohn Financial Services, Inc. 0002031637Apr 23, 2026 61$133.1M