13F History

ManagerCIKFiledPositions13F Reported Value
Formula Growth Ltd. 0001093219Aug 13, 2025 119$264.7M
AMS Capital Ltda 0001717977Aug 11, 2025 16$264.8M
Torno Capital, LLC 0001974312Aug 14, 2026 13$265.0M
Eaton-Cambridge Inc. 0002011052Aug 14, 2025 38$265.0M
Tilson Financial Group, Inc. 0001964820Aug 7, 2025 75$265.1M
Beacon Wealthcare LLC 0001849336Jul 8, 2025 25$265.2M
Wealth Advisors of Tampa Bay, LLC 0001715228Aug 14, 2025 90$265.2M
Armor Investment Advisors, LLC 0001694079Aug 12, 2025 153$265.2M
Flagship Wealth Advisors, LLC 0002036117Aug 7, 2025 366$265.3M
Leisure Capital Management 0001631507Aug 14, 2025 135$265.3M
Stableford Capital II LLC 0001842089Jul 29, 2025 130$265.5M
Seven Post Investment Office LP 0001554308Jul 15, 2025 34$265.5M
Rogco, LP 0001998892Jul 18, 2025 198$265.5M
Terril Brothers, Inc. 0000314169Aug 4, 2025 65$265.6M
Gold Investment Management Ltd. 0002006008Jul 18, 2025 203$265.6M
Lazari Capital Management, Inc. 0001986389Jul 17, 2025 155$265.6M
Wealthstar Advisors, LLC 0001602224Jul 24, 2025 140$265.7M
Manatuck Hill Partners, LLC 0001467902Aug 14, 2025 115$265.7M
Midwest Heritage Bank, FSB 0001906805Jul 16, 2025 58$265.8M
Stance Capital LLC 0002056334Aug 22, 2025 158$266.0M
BCS Private Wealth Management, Inc. 0002044001Aug 14, 2025 166$266.0M
Members Advisory Group LLC 0001908587Jul 29, 2025 35$266.0M
Rossby Financial, LCC 0002056510Aug 1, 2025 1,236$266.1M
Costello Asset Management, INC 0001760145Jul 24, 2025 687$266.2M
Sculati Wealth Management, LLC 0001803397Aug 8, 2025 124$266.2M
Crown Wealth Group, LLC 0001845698Jul 16, 2025 119$266.2M
Cambridge Financial Group, LLC 0002085256Sep 9, 2025 137$266.4M
Excalibur Management Corp. 0001009003Aug 6, 2025 165$266.5M
Elyxium Wealth, LLC 0002043538Aug 5, 2025 164$266.5M
Powell Investment Advisors, LLC 0001802195Jul 22, 2025 167$266.6M
American Financial Group Inc. 0001042046Aug 7, 2025 61$266.6M
Siemens AG 0000940418Aug 14, 2025 1$266.6M
Greenberg Financial Group 0000946626Jul 15, 2026 117$266.7M
Global Financial Private Client, LLC 0002023568Jul 10, 2025 221$266.7M
Barrett & Company, Inc. 0000887602Jul 21, 2025 639$266.7M
Vigilare Wealth Management 0001730889Jul 18, 2025 119$266.7M
Harmony Asset Management LLC 0002002815Aug 14, 2025 170$267.1M
Wealth Effects LLC 0001907254Jul 15, 2025 205$267.3M
Timonier Family Office, LTD. 0002038170Aug 7, 2025 54$267.4M
Enterprise Bank & Trust Co 0001770710Jul 7, 2025 135$267.4M
Allred Capital Management, LLC 0001765885Aug 14, 2025 155$267.4M
Wealth Advisors of Iowa, LLC 0001803005Aug 12, 2025 75$267.6M
David Kennon Inc 0001954126Jul 17, 2025 36$267.7M
Brand Asset Management Group, Inc. 0001748766Jul 9, 2025 92$267.8M
Long Road Investment Counsel, LLC 0001620081Aug 11, 2025 80$267.8M
Crestview Partners IV GP, L.P. 0001818687Aug 12, 2025 2$267.9M
Granger Management LLC 0001842881Aug 13, 2025 6$268.1M
Kenora Financial, LLC 0001990080Jul 17, 2025 131$268.1M
Fullcircle Wealth LLC 0002030910Aug 5, 2025 256$268.1M
Etesian Wealth Advisors, Inc. 0001997586Jul 24, 2025 135$268.2M
Capital Wealth Management, LLC 0001730456Jul 9, 2025 38$268.2M
Holowesko Partners Ltd. 0001428569Aug 12, 2025 28$268.2M
RBA Wealth Management, LLC 0001776296Jul 17, 2025 93$268.4M
Investment Research & Advisory Group, Inc. 0001802136Jul 17, 2025 246$268.4M
Flagship Pioneering, LLC 0001400240Aug 14, 2025 4$268.5M
CIBC Capital Markets (Europe) S.A. 0002045104Aug 14, 2025 10$268.5M
Essential Planning, LLC. 0001949824Aug 14, 2025 82$268.6M
Acorn Wealth Advisors, LLC 0001730610Aug 14, 2025 251$268.8M
HTG Investment Advisors, Inc. 0001963875Jul 23, 2025 70$268.9M
USAdvisors Wealth Management, LLC 0001735605Jul 22, 2025 135$269.1M
Christopher J. Hasenberg, Inc 0001989869Jul 9, 2025 228$269.1M
Investor's Fiduciary Advisor Network, LLC 0002044901Aug 12, 2025 220$269.1M
Empower Annuity Insurance Co 0001444597Aug 8, 2025 1$269.3M
Prairiewood Capital, LLC 0001839695Jul 16, 2025 78$269.4M
Vista Investment Management 0001740140Aug 14, 2025 168$269.5M
Robertson Opportunity Capital, LLC 0001352122Aug 14, 2025 28$269.6M
Mathes Company, Inc. 0001389223Aug 5, 2025 122$269.6M
Scott Marsh Financial, LLC 0002081102Aug 14, 2025 248$269.7M
Pioneer Wealth Management Group 0001973339Jul 11, 2025 45$269.7M
Prosperity Wealth Management, Inc. 0001991463Aug 5, 2025 233$269.8M
WMG Financial Advisors, LLC 0001906711Jul 24, 2025 191$270.2M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0001327944Jul 15, 2025 139$270.2M
Jackson Square Partners, LLC 0001605911Aug 7, 2025 54$270.4M
Next Capital Management LLC 0001752762Aug 5, 2025 137$270.6M
Skyline Advisors, Inc. 0001843832Jul 11, 2025 96$270.7M
1248 Management, LLC 0002011147Aug 18, 2025 168$270.8M
Waterford Advisors, LLC 0001960657Aug 14, 2025 53$270.8M
LifeGuide Financial Advisors, LLC 0001908585Jul 17, 2025 48$270.9M
Arlington Partners LLC 0001389848Jul 14, 2025 66$271.1M
Compass Rose Asset Management, LP 0001758811Aug 7, 2025 14$271.3M
Squire Investment Management Company, LLC 0002031291Jul 16, 2025 66$271.4M
SoundView Advisors Inc. 0002054083Jul 31, 2025 35$271.4M
Halter Ferguson Financial Inc. 0001842665Jul 11, 2025 28$271.4M
Goepper Burkhardt LLC 0001844142Aug 12, 2025 97$271.5M
Yakira Capital Management, Inc. 0001584639Aug 13, 2025 190$271.5M
OneAscent Wealth Management LLC 0001844707Aug 6, 2025 171$271.5M
Pabrai Investments (Dalal Street) 0001549575Aug 13, 2025 5$271.6M
Jacobsen Capital Management 0001782491Jul 30, 2025 116$271.6M
Strategic Equity Management 0001843578Aug 11, 2025 70$271.8M
Enstar Group LTD 0001363829Aug 14, 2025 11$271.8M
Transatlantique Private Wealth LLC 0001935000Aug 5, 2025 214$272.0M
HighVista Strategies LLC 0001335325Aug 14, 2025 146$272.1M
25 LLC 0001968777Jul 21, 2025 62$272.2M
Clarus Group, Inc. 0001844568Jul 15, 2025 101$272.3M
Jackson, Grant Investment Advisers, Inc. 0001650300Jul 17, 2025 385$272.3M
Cederberg Capital Ltd 0001861244Aug 14, 2025 8$272.3M
First National Bank Sioux Falls 0001085041Jul 1, 2025 134$272.5M
Olympus Peak Asset Management LP 0001841359Aug 14, 2025 1$272.5M
Canopy Partners, LLC 0001960860Jul 23, 2025 227$272.6M
Encompass Wealth Advisors, LLC 0001849614Jul 16, 2025 104$272.8M