13F History

ManagerCIKFiledPositions13F Reported Value
Muirfield Wealth Advisors LLC 0002014898Feb 6, 2026 75$136.3M
46 Peaks LLC 0002112665Feb 26, 2026 24$136.3M
Wildcat Capital Management, LLC 0001582384Feb 3, 2026 3$136.5M
R.H. Dinel Investment Counsel, Inc. 0001598352Jan 14, 2026 40$136.5M
PMG Wealth Management, Inc. 0002052904Jan 23, 2026 56$136.5M
Rik Saylor Financial, Inc. 0002045268Feb 12, 2026 83$136.5M
Oakmont Investment Advisors, Inc. 0002150170Aug 14, 2026 118$136.5M
Morgens Waterfall Vintiadis & Co. Inc. 0001016150Feb 17, 2026 23$136.5M
Compass Financial Group, Inc. (Ohio) 0002115210Mar 4, 2026 47$136.6M
WFA of San Diego, LLC 0001821407Feb 17, 2026 401$136.6M
GK Wealth Management LLC 0002069222Jan 5, 2026 191$136.6M
White Knight Strategic Wealth Advisors, LLC 0001904677Feb 20, 2026 89$136.6M
Chapman Investment Management, LLC 0001751006Feb 4, 2026 27$136.7M
Cooksen Wealth, LLC 0002016393Jan 20, 2026 45$136.7M
Reicon Wealth Advisors, LLC 0001888847Jan 30, 2026 58$136.8M
Canaan Partners XI LLC 0001850694Feb 13, 2026 4$136.8M
South Shore Capital Advisors 0001852993Jan 21, 2026 136$136.8M
Argyle Capital Partners, LLC 0002079995Feb 17, 2026 157$136.9M
Transmarket Holdings LP 0002134828May 13, 2026 40$136.9M
Paladin Advisory Group, LLC 0001899703Jan 21, 2026 245$136.9M
Eagle Bay Advisors LLC 0001862864Jan 23, 2026 257$137.0M
Persium Advisors, LLC 0002033683Jan 21, 2026 61$137.0M
Cygnus Capital Advisors, LLC 0002114319May 12, 2026 158$137.0M
Capstone Wealth Management, LLC 0002019411Jan 20, 2026 48$137.0M
J2 Capital Management Inc 0001586882Jan 20, 2026 119$137.1M
Arthedge Capital Management, LLC 0001846503Feb 17, 2026 9$137.2M
Innovative Wealth Building LLC 0002062596Feb 17, 2026 61$137.2M
Illumine Investment Management, LLC 0002052970Feb 9, 2026 91$137.2M
Opulen Financial Group LLC 0002055099Feb 10, 2026 108$137.3M
Wall Street Financial Group, Inc. 0002019337Jan 16, 2026 96$137.3M
Welch Financial Planning, LLC 0002085141Feb 2, 2026 60$137.3M
RoundAngle Advisors LLC 0002049176Jan 12, 2026 59$137.3M
Mendota Financial Group, LLC 0001964538Jan 20, 2026 100$137.4M
Grand Alliance Asset Management Ltd 0001986124Feb 17, 2026 11$137.4M
Anson Capital, Inc. 0001906003Feb 4, 2026 85$137.4M
M28 Capital Management LP 0001807489Feb 13, 2026 9$137.6M
Oep Capital Advisors, L.P. 0001817681Feb 12, 2026 1$137.6M
Up Strategic Wealth Investment Advisors LLC 0002011649Feb 10, 2026 87$137.7M
Summer Road LLC 0001604873Feb 11, 2026 21$137.7M
Summit Financial Consulting LLC 0002065794Jan 23, 2026 43$137.7M
swisspartners Advisors Ltd 0001805754Feb 4, 2026 23$137.7M
Grand Central Investment Group 0001844893Feb 18, 2026 43$137.8M
Towerview LLC 0001166573Feb 4, 2026 15$137.8M
Kultura Capital Management LP 0002064545Feb 17, 2026 36$137.8M
Hickory Point Bank & Trust 0002039144Jan 12, 2026 128$137.9M
Avantra Family Wealth, Inc. 0001774744Jan 21, 2026 157$137.9M
SWP Investment Management LLC 0002098300Jul 1, 2026 48$137.9M
HFG Advisors, Inc. 0001911087Feb 13, 2026 110$138.0M
AEGON USA Investment Management, LLC 0001454937Feb 9, 2026 44$138.0M
Slocum, Gordon & Co LLP 0001993325Jan 26, 2026 60$138.1M
Oder Investment Management, LLC 0001845109Feb 12, 2026 100$138.1M
SageOak Financial, LLC 0002055829Feb 13, 2026 32$138.2M
Lane Brothers & Co. Inc. 0001177416Mar 13, 2026 83$138.2M
Allstreet Capital Advisors LLC 0002130022Jul 28, 2026 66$138.2M
IDG China Venture Capital Fund V Associates L.P. 0001709671Feb 13, 2026 1$138.2M
Elser Financial Planning, Inc 0002028202Jan 15, 2026 80$138.3M
BAM Wealth Management, LLC 0002093649Jan 20, 2026 158$138.3M
Diamant Asset Management, Inc. 0001731124Feb 6, 2026 71$138.3M
Polaris Investment Advisors, LLC 0002103332Jan 15, 2026 73$138.4M
Trace Wealth Advisors, LLC 0002055838Feb 12, 2026 70$138.4M
Clayton Partners LLC 0001550509Feb 17, 2026 38$138.5M
Leibman Financial Services, Inc. 0002006661Jan 6, 2026 51$138.5M
RMR Capital Management, LLC 0002032709Feb 12, 2026 72$138.6M
Nalls Sherbakoff Group, LLC 0001767500Mar 12, 2026 442$138.6M
Lakehouse Capital Pty Ltd 0001844830Jan 27, 2026 13$138.7M
Murphy & Mullick Capital Management Corp 0002047271Feb 10, 2026 839$138.7M
Aflac Inc 0000004977Feb 6, 2026 3$138.7M
Renaissance Capital LLC 0001535058Jan 29, 2026 39$138.8M
Shum Financial Group, Inc. 0002044675Jan 15, 2026 92$138.8M
Prota Financial, LLC 0002126257Apr 10, 2026 67$138.8M
TFJ Management, LLC 0002056069Feb 17, 2026 10$138.9M
Partnership Wealth Management, LLC 0002010656Jan 9, 2026 68$138.9M
EIG Asset Management, LLC 0001616895Feb 12, 2026 1$139.0M
Avant Financial Advisors LLC 0002063243Jan 15, 2026 67$139.1M
Madrid Financial Services 0002135336Aug 18, 2026 20$139.1M
Willner & Heller, LLC 0001927796Jan 12, 2026 165$139.1M
Vitruvian Partners LLP 0001692590Feb 6, 2026 7$139.2M
Odyssean, LLC 0002092853Feb 17, 2026 254$139.2M
Richwood Investment Advisors, LLC 0001911900Feb 12, 2026 106$139.3M
Morey & Quinn Wealth Partners, LLC 0002055521Jan 27, 2026 131$139.3M
Financial Life Planners 0002053368Jan 29, 2026 61$139.3M
Forefront Wealth Management Inc. 0001904828Jan 23, 2026 71$139.4M
PartnerRe Asset Management CORP 0001301542Jan 13, 2026 2$139.5M
GordonMD Global Investments LP 0002039349Feb 17, 2026 13$139.5M
Turn8 Private Wealth Inc. 0002070026Feb 10, 2026 46$139.5M
TSG Consumer Partners LP 0001910156Feb 10, 2026 1$139.6M
Dale Q Rice Investment Management Ltd 0002041427Jan 30, 2026 65$139.6M
Orca Wealth Management, LLC 0002043765Feb 6, 2026 68$139.6M
Mountain Hill Investment Partners Corp. 0002055557Jan 26, 2026 219$139.6M
Monetta Financial Services Inc. 0000869179Feb 9, 2026 57$139.6M
WealthTrak Capital Management LLC 0002052710Feb 10, 2026 72$139.6M
Park Capital Management, LLC / WI 0001998000Jan 20, 2026 80$139.7M
Gambit Capital Management, LLC 0002107464Feb 6, 2026 86$139.8M
Enhancing Capital LLC 0001909572Feb 3, 2026 89$139.8M
Kopion Asset Management, LLC 0001728689Jan 5, 2026 18$139.9M
Copia Wealth Management 0002058771Feb 6, 2026 522$139.9M
Ridgeline Wealth Planning, LLC 0002013788Feb 3, 2026 50$140.1M
Hoese & Co LLP 0001840268Jan 14, 2026 136$140.3M
Cottonwood Capital Advisors, LLC 0001903321Jan 14, 2026 89$140.3M
Blue Capital, Inc. 0002032856Feb 23, 2026 85$140.3M