13F History

ManagerCIKFiledPositions13F Reported Value
Meriwether Wealth & Planning, LLC 0002055554Apr 9, 2026 126$182.6M
Sage Advisory Services, Ltd.Co. 0001534378May 7, 2026 42$182.6M
MWA Asset Management 0001903058May 13, 2026 126$182.6M
Stegner Investment Associates Inc. 0001907433Apr 30, 2026 29$182.6M
WESPAC Advisors, LLC 0001484540Apr 29, 2026 178$182.6M
Insight Inv LLC 0001909322Apr 28, 2026 104$182.7M
Ampersand Capital Group, L.P. 0002059671May 15, 2026 7$182.8M
Claris Financial LLC 0002060278May 18, 2026 177$182.8M
Quantedge Capital Pte Ltd 0001561418May 12, 2026 51$182.8M
Sutton Place Investors LLC 0001930301Apr 22, 2026 136$182.8M
Ring Mountain Capital, LLC 0002051343May 1, 2026 94$182.8M
Northland Capital Management LLC 0001693032Apr 21, 2026 31$182.9M
McDonough Capital Management, Inc 0001912128May 13, 2026 50$182.9M
Babb Wealth Advisors LLC 0002047312May 14, 2026 19$182.9M
Meridian Financial Advisors, LLC 0002032629Apr 21, 2026 141$183.0M
Bush Investment Group, LLC 0001966640Aug 3, 2026 38$183.0M
Kamunting Street Capital Management, L.P. 0001317267May 15, 2026 28$183.0M
Oxford Wealth Group, LLC 0002007082May 11, 2026 88$183.1M
Kennicott Capital Management LLC 0001863265Apr 20, 2026 46$183.1M
Finivi Inc. 0002101641Apr 10, 2026 103$183.1M
Vision Capital Corp 0001764403May 14, 2026 9$183.2M
Guardian Wealth Management, Inc. 0001910205May 8, 2026 61$183.2M
GLR Partners, LLC 0002134831May 13, 2026 100$183.3M
Global Wealth Management, LLC 0002039738Apr 16, 2026 44$183.4M
General Catalyst Group Management, LLC 0001637946May 15, 2026 12$183.6M
Kure Advisory, LLC 0001986795Apr 17, 2026 56$183.6M
Investments & Financial Planning, LLC 0001909307May 11, 2026 36$183.7M
FourWorld Capital Management LLC 0001770525May 15, 2026 19$183.7M
Monashee Investment Management LLC 0001627608May 13, 2026 45$183.8M
Attessa Capital LLC 0002020560Apr 7, 2026 35$183.8M
Eliot Finkel Investment Counsel, LLC 0001641643Apr 27, 2026 32$183.9M
Sard Wealth Management Group, LLC 0002010095Apr 10, 2026 60$183.9M
Ameraudi Asset Management, Inc. 0001772954May 15, 2026 42$183.9M
RFP Financial Group LLC 0001956564May 13, 2026 62$184.0M
Longview Financial Advisors LLC 0002076077Apr 20, 2026 157$184.0M
KMT Wealth Management, LLC 0002058235May 12, 2026 17$184.0M
Mullaney, Keating & Wright, Inc. 0002135840May 29, 2026 68$184.1M
Tassel Capital Management, Inc. 0001999208Apr 21, 2026 37$184.1M
Harbour Investment Management LLC 0001275880Apr 23, 2026 101$184.2M
GSI Capital Advisors LLC 0001391974May 15, 2026 29$184.2M
Define Financial, LLC 0002021320Apr 15, 2026 41$184.3M
Index Venture Growth Associates V Ltd 0001873834May 15, 2026 3$184.3M
Castlekeep Investment Advisors LLC 0001404780May 11, 2026 66$184.4M
Integrity Investment Advisors, LLC 0002066359Apr 30, 2026 74$184.4M
Sachetta, LLC 0002010574May 1, 2026 1,074$184.4M
Arrien Investments, Inc. 0002052048Apr 27, 2026 46$184.4M
Stephenson & Company, Inc. 0002001544May 12, 2026 43$184.4M
Forum Finance Group S.A. 0002133354May 7, 2026 321$184.4M
MRWM Advisors, LLC 0001732949Apr 21, 2026 74$184.4M
Kellett Wealth Advisors, LLC 0001910381May 4, 2026 79$184.5M
Catalyst Private Wealth, LLC 0001831193Apr 13, 2026 76$184.6M
Arcadia Wealth Management, Inc. 0002059339May 14, 2026 55$184.8M
Walker Asset Management, LLC 0001923053Apr 24, 2026 145$184.9M
Panoramic Investment Advisors, LLC 0001967332May 12, 2026 130$184.9M
Glenorchy Capital Ltd 0002008506May 14, 2026 62$185.0M
BCK Partners, Inc. 0001845867Apr 27, 2026 26$185.2M
Valley Financial Group, Inc. 0002010327May 15, 2026 63$185.3M
Capasso Planning Partners LLC 0001911938May 27, 2026 73$185.3M
J Hagan Capital, Inc. 0002059107May 13, 2026 83$185.3M
Baron Financial Group, LLC 0001832093Apr 9, 2026 53$185.4M
Pinney & Scofield, Inc. 0002056763May 15, 2026 243$185.4M
Financial Alternatives, Inc 0001967227May 1, 2026 79$185.5M
Graney & King, LLC 0002051568May 18, 2026 370$185.5M
Pacific Financial Group Inc. 0001279926May 14, 2026 87$185.6M
Novak & Powell Financial Services, Inc. 0002011548May 14, 2026 163$185.6M
Hansen & Associates Financial Group, Inc. 0001873973May 11, 2026 42$185.8M
Loudon Investment Management, LLC 0001597089May 11, 2026 95$185.8M
Bullseye Investment Management, LLC 0001912451Sep 14, 2026 320$185.8M
Spectrum Strategic Capital Management, LLC 0001554961May 15, 2026 76$185.8M
Meixler Investment Management, Ltd. 0001911615May 6, 2026 88$185.8M
Envision Financial LLC 0002051355Apr 16, 2026 46$185.8M
Lombard Odier Asset Management (USA) Corp 0001491719May 15, 2026 197$185.9M
Kearns & Associates LLC 0001908695Apr 20, 2026 40$185.9M
Pacific Wealth Management 0001852338May 5, 2026 20$185.9M
Lonestar Capital Management LLC 0001317410May 15, 2026 26$186.0M
Merrion Investment Management Co, LLC 0001383782Apr 23, 2026 109$186.1M
Strategic Value Bank Partners LLC 0001904067Apr 28, 2026 14$186.1M
Hofer & Associates. Inc 0001958491Apr 22, 2026 64$186.1M
Rings Capital Management LLC 0001771122May 15, 2026 7$186.1M
Aspen Wealth Strategies, LLC 0001972517May 8, 2026 88$186.1M
Greater Midwest Financial Group, LLC 0002025409Apr 24, 2026 65$186.1M
Lynwood Price Capital Management LP 0002046605Apr 22, 2026 14$186.1M
Aubrey Capital Management Ltd 0001730754May 5, 2026 50$186.1M
Alethea Capital Management, LLC 0001549408May 13, 2026 13$186.1M
Battery Global Advisors, LLC 0001582272May 14, 2026 154$186.2M
Oakum Bay Capital LLC 0001571727May 15, 2026 87$186.3M
Cederberg Capital Ltd 0001861244May 15, 2026 11$186.3M
Signature Equity Partners, LLC 0002109813May 13, 2026 1,550$186.3M
Hurley Capital, LLC 0001632844May 6, 2026 627$186.4M
Amansa Capital Pte. LTD. 0001660773Apr 30, 2026 2$186.7M
Whalen Wealth Management Inc. 0001894447Apr 13, 2026 174$186.7M
Virginia Wealth Management Group, Inc. 0001898282Apr 29, 2026 55$186.8M
Hoge Financial Services, LLC 0001989834Apr 20, 2026 72$186.8M
Darwins River Capital, LP 0002064978May 15, 2026 38$186.8M
Beacon Advisors Holdings, LLC 0002114314Apr 27, 2026 37$187.0M
Carroll Investors, Inc 0001911400May 15, 2026 31$187.1M
Pearl Planning LLC 0002100519Apr 30, 2026 52$187.1M
Wingate Wealth Advisors, Inc. 0002041800May 1, 2026 121$187.1M
Chokshi & Queen Wealth Advisors, Inc 0002057199May 18, 2026 64$187.2M
Transmarket Holdings LP 0002134828May 13, 2026 39$187.2M