13F History

ManagerCIKFiledPositions13F Reported Value
Corecam Pte. Ltd. 0002106977Mar 2, 2026 37$187.5M
Brilliance Asset Management Ltd. 0001665751Nov 12, 2025 7$187.5M
Ausbil Investment Management Ltd 0001966036Oct 9, 2025 71$187.5M
Avondale Wealth Management 0001738720Nov 17, 2025 58$187.7M
4D Advisors, LLC 0001938268Nov 14, 2025 33$187.8M
Vestia Personal Wealth Advisors 0002033299Oct 15, 2025 99$187.8M
Noble Wealth Management PBC 0002055065Jan 5, 2026 534$187.9M
First Bancorp, Inc 0000765207Oct 23, 2025 130$187.9M
Robert Bosch GmbH 0001882360Nov 13, 2025 3$187.9M
Motiv8 Investments LLC 0002024873Oct 23, 2025 104$188.0M
One Wealth Map LLC 0001802635Nov 12, 2025 81$188.1M
Tudor Financial Inc. 0002045307Nov 14, 2025 139$188.2M
Clark Financial Services Group Inc. 0001001011Oct 31, 2025 101$188.2M
Mission Hills Financial Advisory, LLC 0002043220Nov 4, 2025 49$188.2M
VAUGHAN & Co SECURITIES, INC. 0000805870Oct 17, 2025 57$188.2M
Granby Capital Management, LLC 0001857581Nov 14, 2025 18$188.3M
Kearns & Associates LLC 0001908695Oct 22, 2025 42$188.4M
Generali Investments Towarzystwo Funduszy Inwestycyjnych 0002043130Nov 3, 2025 142$188.7M
Matrix Private Capital Group LLC 0001906866Nov 14, 2025 130$188.7M
Founders Capital Management 0001704300Nov 13, 2025 396$188.8M
Chokshi & Queen Wealth Advisors, Inc 0002057199Oct 23, 2025 61$188.9M
Marshall Investment Management, LLC 0002022427Nov 14, 2025 75$188.9M
First National Bank of Hutchinson 0001313871Nov 5, 2025 95$189.0M
Laurel Wealth Planning LLC 0001842010Oct 20, 2025 57$189.1M
Wafra Inc. 0000920440Nov 7, 2025 2$189.1M
Alamar Capital Management, LLC 0001846995Nov 13, 2025 74$189.2M
Olistico Wealth, LLC 0001962695Oct 24, 2025 96$189.2M
Sheridan Capital Management, LLC 0001926753Oct 28, 2025 35$189.3M
Cannae Holdings, Inc. 0001704720Nov 5, 2025 4$189.3M
Brown Shipley& Co Ltd 0001912970Oct 20, 2025 72$189.4M
Decagon Asset Management LLP 0001950677Nov 14, 2025 56$189.4M
AllSquare Wealth Management LLC 0001633674Jan 12, 2026 539$189.5M
Piedmont Capital Management, LLC 0001656150Nov 7, 2025 53$189.5M
LFA - Lugano Financial Advisors SA 0001737871Nov 5, 2025 229$189.7M
Cloud Capital Management, LLC 0002060492Nov 3, 2025 1,591$189.7M
W Advisors, LLC 0001929907Nov 14, 2025 138$189.9M
Level Wealth Management LLC 0002036775Oct 23, 2025 61$190.0M
Orser Capital Management, LLC 0001785717Oct 7, 2025 71$190.1M
Novak & Powell Financial Services, Inc. 0002011548Nov 14, 2025 163$190.2M
Foundry Financial Group, Inc. 0002007960Oct 23, 2025 65$190.4M
Patrick Mauro Investment Advisor, INC. 0001953787Nov 13, 2025 40$190.4M
Sivik Global Healthcare LLC 0001596452Oct 23, 2025 35$190.5M
Global Wealth Management, LLC 0002039738Oct 17, 2025 35$190.5M
Northern Financial Advisors Inc 0001962457Nov 10, 2025 124$190.6M
Smith Thornton Advisors LLC 0002032436Oct 29, 2025 132$190.6M
Sage Advisory Services, Ltd.Co. 0001534378Nov 6, 2025 44$190.7M
Mendel Capital Management LLC 0001911384Oct 31, 2025 95$190.7M
NavPoint Financial, Inc. 0002009813Oct 9, 2025 65$190.7M
Evergreen Wealth Management, LLC 0001965292Nov 3, 2025 51$190.8M
Cadence Wealth Management LLC 0001845250Nov 6, 2025 58$190.9M
Aurora Investment Counsel 0001316397Nov 10, 2025 106$190.9M
Loudon Investment Management, LLC 0001597089Nov 14, 2025 94$190.9M
Bullseye Asset Management LLC 0001513779Nov 13, 2025 62$191.0M
NBZ Investment Advisors LLC 0001998018Nov 12, 2025 58$191.0M
Brown Financial Advisory 0001843853Oct 27, 2025 55$191.0M
Lantern Wealth Advisors, LLC 0001950218Nov 26, 2025 158$191.0M
Signature Wealth Management Partners, LLC 0001824694Oct 23, 2025 113$191.0M
Resolute Capital Asset Partners LLC 0001834913Nov 14, 2025 44$191.2M
Darden Wealth Group Inc 0002011221Nov 10, 2025 134$191.3M
Planning Directions Inc. 0000821103Nov 13, 2025 93$191.6M
ELCO Management Co., LLC 0001690717Nov 5, 2025 164$191.8M
Landing Point Financial Group, LLC 0002025964Nov 12, 2025 86$191.8M
Prepared Retirement Institute LLC 0002056037Oct 21, 2025 84$191.8M
Hilltop Wealth Advisors, LLC 0001786241Oct 16, 2025 51$191.9M
Richmond Hill Investments, LLC 0001455952Nov 4, 2025 3$191.9M
True Vision MN LLC 0002013460Oct 28, 2025 108$191.9M
Athena Investment Management 0001921093Nov 13, 2025 155$192.0M
Peak Planning Group, LLC 0002097384May 26, 2026 94$192.0M
Brighton Securities Corp. 0000014213Mar 9, 2026 59$192.0M
Optimize Financial Inc. 0002033266Nov 5, 2025 323$192.0M
Mill Road Capital Management LLC 0001512275Nov 14, 2025 25$192.0M
Pelham Capital Ltd. 0001654111Nov 7, 2025 12$192.2M
FACT Capital, LP 0001964400Nov 14, 2025 18$192.3M
CarsonAllaria Wealth Management, Ltd. 0001900946Oct 28, 2025 69$192.3M
RHS Financial, LLC 0001766514Oct 22, 2025 133$192.8M
Kerrisdale Advisers, LLC 0001569688Nov 14, 2025 75$192.9M
Prospect Capital Advisors, LLC 0001632368Nov 14, 2025 28$193.0M
Griffith & Werner, Inc. 0002057200Nov 12, 2025 71$193.1M
Beacon Financial Planning, Inc. 0001966066Oct 28, 2025 53$193.1M
Tenret Co LLC 0001874146May 27, 2026 35$193.2M
Tower View Wealth Management LLC 0001729045Oct 16, 2025 174$193.3M
Birchbrook, Inc. 0002071468Nov 3, 2025 270$193.3M
Banque de Luxembourg S.A. 0002055344Oct 17, 2025 80$193.4M
Delta Capital Management LLC 0000893738Oct 14, 2025 101$193.4M
Birchcreek Wealth Management, LLC 0001840341Oct 28, 2025 115$193.5M
Friedenthal Financial 0001598611Oct 15, 2025 266$193.7M
American Trust Investment Advisors, LLC 0001291424Nov 14, 2025 81$193.9M
School Employees Retirement Board of Ohio 0000315024Nov 14, 2025 4$194.0M
Enterprise Financial Services Corp 0001025835Oct 15, 2025 158$194.0M
Entrewealth, LLC 0002052200Nov 12, 2025 84$194.3M
Trivant Custom Portfolio Group, LLC 0001977992Nov 5, 2025 84$194.6M
Smallwood Wealth Investment Management, LLC 0001921304Oct 17, 2025 528$194.6M
Makaira Partners LLC 0001540866Nov 17, 2025 12$194.7M
Tenon Financial LLC 0002020781Oct 15, 2025 48$194.7M
Brendel Financial Advisors LLC 0001768065Oct 20, 2025 102$194.8M
Peninsula Asset Management Inc. 0001091923Nov 12, 2025 43$194.8M
Fairfield, Bush & Co. 0001116247Nov 14, 2025 120$194.8M
Yorktown Energy Partners XI, L.P. 0001667954Nov 14, 2025 3$194.9M
Main Line Retirement Advisors, LLC 0001809416Oct 20, 2025 45$194.9M
Quarry Hill Advisors, LLC 0001965346Oct 28, 2025 49$194.9M