13F History

ManagerCIKFiledPositions13F Reported Value
Hansen & Associates Financial Group, Inc. 0001873973Feb 17, 2026 46$183.0M
Alpha Zero LLC 0002079032May 6, 2026 64$183.0M
Extract Advisors LLC 0001703148Feb 13, 2026 19$183.1M
Cromwell Holdings LLC 0001894712Jan 20, 2026 1,008$183.2M
Skaana Management L.P. 0001860998Feb 10, 2026 107$183.3M
Lynx Investment Advisory 0002028812Feb 5, 2026 166$183.3M
Motiv8 Investments LLC 0002024873Feb 13, 2026 1,068$183.4M
Hager Investment Management Services, LLC 0002026645Jan 22, 2026 321$183.4M
Monument Group Wealth Advisors, LLC 0001965665Jan 15, 2026 51$183.5M
Hidden Lake Asset Management LP 0001750312Feb 17, 2026 30$183.5M
Sage Advisory Services, Ltd.Co. 0001534378Jan 28, 2026 45$183.6M
Meridian Financial Advisors, LLC 0002032629Jan 23, 2026 141$183.6M
Wealthstar Advisors, LLC 0001602224Jan 30, 2026 124$183.7M
Nordflint Capital Partners Fondsmaeglerselskab A/S 0001815421Sep 4, 2026 1$183.8M
Vermillion & White Wealth Management Group, LLC 0001862443Feb 18, 2026 576$183.9M
denkapparat Operations GmbH 0001999514Feb 12, 2026 294$183.9M
Panoramic Investment Advisors, LLC 0001967332Feb 5, 2026 126$184.0M
Riverchase Wealth Management, LLC 0002055985Feb 2, 2026 73$184.1M
GS Investments, Inc. 0001714590Feb 9, 2026 117$184.1M
Element Squared LLC 0002086643Jan 20, 2026 49$184.3M
Ridgecrest Wealth Partners, LLC 0001860719Jan 22, 2026 103$184.4M
WESPAC Advisors, LLC 0001484540Jan 14, 2026 178$184.4M
Foresight Capital Management Advisors, Inc. 0001630936Jan 28, 2026 93$184.7M
Innealta Capital, LLC 0001752579Jan 30, 2026 85$184.7M
Cassia Capital Partners, LLC 0001844897Jan 16, 2026 63$184.8M
Kingsman Wealth Management, Inc. 0002066184Jan 22, 2026 66$184.9M
CoreFirst Bank & Trust 0001845199Feb 11, 2026 300$184.9M
Robinson Value Management, Ltd. 0001694283Jan 12, 2026 74$185.0M
BCK Partners, Inc. 0001845867Jan 28, 2026 27$185.0M
Clearfield Capital Management LP 0001643569Feb 13, 2026 18$185.1M
John A. Wolfe & Associates, Inc. 0002118722Mar 17, 2026 32$185.2M
EVR Research LP 0001843019Feb 17, 2026 33$185.3M
Lloyd Harbor Capital Management, LLC 0001847935Feb 17, 2026 16$185.4M
Stephens Group, LLC 0001427999Jan 6, 2026 3$185.4M
Promethium Advisors,llc 0002034073Feb 12, 2026 116$185.4M
Hahn Capital Management LLC 0001171592Feb 25, 2026 30$185.4M
Hoge Financial Services, LLC 0001989834Jan 29, 2026 70$185.5M
Bullseye Asset Management LLC 0001513779Feb 13, 2026 58$185.5M
Strategic Planning, Inc. 0001925220Feb 18, 2026 52$185.6M
Semus Wealth Partners LLC 0001964775Jan 27, 2026 111$185.6M
Merrion Investment Management Co, LLC 0001383782Feb 17, 2026 113$185.7M
Winthrop Partners - WNY, LLC 0001734109Mar 12, 2026 84$185.7M
Greencape Capital Pty Ltd 0001731029Jan 28, 2026 1$185.8M
Base Wealth Management LLC 0002083977Jan 21, 2026 60$185.8M
Arbiter Partners Capital Management LLC 0001513193Feb 12, 2026 44$185.8M
Global Wealth Management, LLC 0002039738Jan 26, 2026 41$185.8M
Waterfall Asset Management, LLC 0001570717Feb 13, 2026 17$185.8M
Archer Investment Management, LLC 0002052868Jan 12, 2026 117$185.9M
General Motors Holdings LLC 0001497345Feb 13, 2026 5$185.9M
Financial Architects, LLC 0002008540Jan 21, 2026 30$185.9M
Sage Private Wealth Group, LLC 0001845635Jan 28, 2026 90$186.0M
Walker Asset Management, LLC 0001923053Jan 16, 2026 140$186.1M
Whalen Wealth Management Inc. 0001894447Jan 20, 2026 188$186.3M
MRWM Advisors, LLC 0001732949Jan 26, 2026 76$186.3M
Investments & Financial Planning, LLC 0001909307Feb 23, 2026 37$186.3M
J Digital 6 LLC 0002090663Feb 17, 2026 2$186.4M
MY.Alpha Management HK Advisors Ltd 0001910173Mar 10, 2026 10$186.4M
Baron Financial Group, LLC 0001832093Jan 9, 2026 57$186.5M
Everstar Asset Management, LLC 0002023744Feb 5, 2026 187$186.5M
Bradley & Co. Private Wealth Management, LLC 0001861678Feb 11, 2026 205$186.5M
Superstring Capital Management LP 0001931118Feb 17, 2026 45$186.8M
Pacific Point Advisors, LLC 0002056976Jan 21, 2026 132$186.8M
KMT Wealth Management, LLC 0002058235Feb 5, 2026 16$186.8M
Barnes Wealth Management Group, Inc 0002066194Feb 24, 2026 177$186.9M
Lonestar Capital Management LLC 0001317410Feb 17, 2026 28$186.9M
StepStone Group LP 0001502287Feb 17, 2026 23$186.9M
1248 Management, LLC 0002011147Feb 13, 2026 157$186.9M
Cetera Trust Company, N.A 0002005547Feb 13, 2026 358$187.0M
Brown Shipley& Co Ltd 0001912970Jan 21, 2026 70$187.0M
American Trust Investment Advisors, LLC 0001291424Feb 17, 2026 77$187.0M
Boomfish Wealth Group, LLC 0002010786Jan 21, 2026 85$187.1M
Fort Vancouver Investment Management, LLC 0002032698Feb 6, 2026 51$187.1M
GuidedMoney, LLC 0002112951Feb 23, 2026 30$187.2M
Broadway Wealth Solutions, Inc. 0002021265Jan 29, 2026 93$187.2M
TritonPoint Partners, LLC 0002111167Feb 13, 2026 152$187.3M
Sylvest Advisors, LLC 0002044121Jan 20, 2026 69$187.5M
Granite FO LLC 0002034090Feb 6, 2026 175$187.5M
David J Yvars Group 0001836266Jan 12, 2026 90$187.5M
Granby Capital Management, LLC 0001857581Feb 17, 2026 18$187.5M
LCW Services, LLC 0002110690Feb 11, 2026 39$187.8M
Horizon Family Wealth, Inc. 0001910660Feb 9, 2026 83$187.8M
Trust Investment Advisors 0001597690Jan 20, 2026 91$187.9M
Next Level Wealth Planning, LLC 0002044208Jan 26, 2026 66$187.9M
Pelham Capital Ltd. 0001654111Feb 11, 2026 11$187.9M
Elemental Capital Partners LLC 0001860672Jan 16, 2026 6$188.0M
Claris Financial LLC 0002060278Feb 19, 2026 178$188.0M
Clark Financial Services Group Inc. 0001001011Jan 6, 2026 102$188.0M
LSP Investment Advisors, LLC 0001728850Feb 17, 2026 21$188.1M
First Bancorp, Inc 0000765207Jan 26, 2026 127$188.1M
Andrews Advisory Associates, LLC 0002110646Feb 18, 2026 81$188.1M
Yardley Wealth Management LLC 0002044323Feb 5, 2026 36$188.1M
Buttonwood Financial Group, LLC 0001847661Jan 13, 2026 33$188.1M
Lantern Wealth Advisors, LLC 0001950218Feb 17, 2026 163$188.2M
Spectrum Strategic Capital Management, LLC 0001554961Feb 5, 2026 78$188.2M
Stegner Investment Associates Inc. 0001907433Jan 30, 2026 29$188.2M
Treasure Coast Financial Planning 0001911307Jan 22, 2026 46$188.3M
Corecam Pte. Ltd. 0002106977Mar 2, 2026 48$188.4M
Granville Capital, Inc. 0001404784Feb 13, 2026 84$188.5M
Accel Leaders 3 Associates L.P. 0001832690Feb 6, 2026 1$188.5M
Rachor Investment Advisory Services, LLC 0002008792Jan 30, 2026 429$188.5M