13F History

ManagerCIKFiledPositions13F Reported Value
RBA Wealth Management, LLC 0001776296Jul 23, 2026 80$272.5M
Alden Global Capital LLC 0001616882Aug 14, 2026 19$272.5M
Letson Investment Management, Inc. 0002078069Aug 6, 2026 104$272.5M
Nokomis Capital, L.L.C. 0001541055Aug 21, 2026 48$272.6M
Lunt Capital Management, Inc. 0001608034Jul 30, 2026 90$272.6M
TL Private Wealth 0001802868Jul 8, 2026 54$272.7M
Peirce Capital Management, LLC 0002008166Jul 10, 2026 45$272.7M
Rubicon Global Capital Ltd 0002055276Jul 27, 2026 12$272.9M
Verde Servicos Internacionais S.A. 0001629290Jul 29, 2026 49$272.9M
Mendel Money Management 0001600585Jul 30, 2026 127$273.1M
Arohi Asset Management PTE Ltd. 0002043756Aug 14, 2026 7$273.2M
Platform Wealth Management, LLC 0002110622Aug 11, 2026 57$273.3M
LGL Partners, LLC 0001653202Jul 27, 2026 62$273.3M
Sightline Wealth Advisors, LLC 0001841979Jul 22, 2026 93$273.3M
Missouri Education Pension Trust 0002093346Aug 12, 2026 2$273.4M
Parker Financial LLC 0001965668Aug 3, 2026 37$273.5M
Kinloch Capital, LLC 0001818557Aug 14, 2026 79$273.7M
Meramec Financial Planners, LLC 0002100778Jul 29, 2026 550$273.7M
Chris Bulman Inc 0002032404Jul 22, 2026 165$273.8M
Unique Wealth Strategies, LLC 0002009809Jul 15, 2026 214$273.8M
American Capital Advisory, LLC 0002018007Jul 28, 2026 1,163$273.9M
ADW Capital Management, LLC 0001745214Aug 14, 2026 8$273.9M
JBR Co Financial Management Inc 0002017878Jul 9, 2026 133$274.1M
Cloud Capital Management, LLC 0002060492Aug 13, 2026 126$274.1M
Boulder Wealth Advisors, LLC 0001874080Aug 7, 2026 35$274.3M
Kerusso Capital Management LLC 0002029597Jul 31, 2026 58$274.4M
CPV Partners, LLC 0001763844Aug 14, 2026 5$274.4M
SOF Ltd 0001697569Aug 14, 2026 1$274.5M
Westfuller Advisors, LLC 0002024115Jul 29, 2026 765$274.7M
Wills Financial Group LLC 0002059579Aug 14, 2026 82$274.8M
Thurston, Springer, Miller, Herd & Titak, Inc. 0000319933Jul 8, 2026 1,236$274.9M
Spreng Capital Management, Inc. 0001800913Jul 15, 2026 77$274.9M
Valued Wealth Advisors LLC 0002007175Jul 21, 2026 913$275.2M
Dopkins Wealth Management, LLC 0001904152Jul 14, 2026 90$275.2M
Greykasell Wealth Strategies, Inc. 0002041220Aug 11, 2026 483$275.5M
MRA Advisory Group 0001841816Jul 8, 2026 157$275.5M
Wealth Analytics Partners, LLC 0002110717Jul 16, 2026 50$275.7M
Islander Capital Partners, L.P. 0002081714Aug 14, 2026 13$275.7M
Mine & Arao Wealth Creation & Management, LLC. 0001802994Jul 23, 2026 78$275.9M
Tiemann Investment Advisors, LLC 0001575151Aug 7, 2026 207$276.1M
WealthCollab, LLC 0002017870Aug 10, 2026 969$276.1M
Kilter Group LLC 0002058915Aug 11, 2026 1,580$276.1M
Creekside Partners 0002035951Jul 31, 2026 193$276.1M
Dean Capital Management 0001455468Aug 14, 2026 112$276.1M
Bigelow Investment Advisors, LLC 0001729516Jul 30, 2026 157$276.2M
WD Rutherford LLC 0001841015Jul 20, 2026 75$276.3M
Alta Fundamental Advisers LLC 0001641604Aug 12, 2026 23$276.4M
Tumwater Wealth Management, LLC 0002034579Jul 20, 2026 33$276.5M
FNY Investment Advisers, LLC 0001742998Jul 8, 2026 833$276.5M
Mid-American Wealth Advisory Group, Inc. 0001911264Jul 16, 2026 66$276.6M
Exane Asset Management 0001666256Jul 17, 2026 28$276.7M
Altus Wealth Group LLC 0001842572Jul 17, 2026 154$276.8M
Gables Capital Management Inc. 0001740839Aug 10, 2026 508$276.9M
Values Added Financial LLC 0001973921Jul 27, 2026 147$276.9M
Hubbell Strickland Wealth Management, LLC 0001791555Jul 29, 2026 87$277.1M
Buska Wealth Management, LLC 0001910503Jul 10, 2026 81$277.3M
Prime Buchholz LLC 0002051999Aug 13, 2026 40$277.4M
School Employees Retirement Board of Ohio 0000315024Jul 13, 2026 6$277.5M
Onyx Financial Advisors, LLC 0001957840Jul 17, 2026 18$277.5M
Integrated Capital Management, LLC 0002040070Jul 31, 2026 58$277.6M
Cordant, Inc. 0001830942Jul 15, 2026 353$277.6M
Hanover Advisors Inc. 0000914973Aug 12, 2026 122$277.6M
Vision One Management Partners, LP 0001979969Aug 14, 2026 8$277.8M
Retirement Planning Co of New England, Inc. 0001817693Jul 30, 2026 260$277.9M
Ananym Capital Management, LP 0002037077Aug 14, 2026 8$278.0M
Forum Finance Group S.A. 0002133354Aug 14, 2026 344$278.0M
SFG Wealth Management, LLC. 0001908914Jul 22, 2026 113$278.1M
Fearnley Asset Management As 0002056821Aug 14, 2026 16$278.1M
Equity Wealth Partners, LLC 0002097037Jul 28, 2026 109$278.2M
Quad-Cities Investment Group, LLC 0001741426Jul 7, 2026 209$278.2M
Graney & King, LLC 0002051568Aug 7, 2026 383$278.2M
Shaker Investments LLC 0001009005Jul 15, 2026 87$278.2M
Quantum Portfolio Management LLC 0002003672Aug 14, 2026 522$278.3M
Athos Capital Ltd 0001681662Aug 13, 2026 37$278.3M
Yarger Wealth Strategies, LLC 0001908607Jul 14, 2026 136$278.4M
Optimize Financial Inc. 0002033266Aug 27, 2026 294$278.4M
Cresta Advisors, Ltd. 0001947670Jul 22, 2026 54$278.6M
Altman Advisors, Inc. 0001731671Aug 11, 2026 93$278.7M
Ruggaard & Associates LLC 0001971230Aug 17, 2026 128$278.7M
Campbell Capital Management Inc. 0000826794Jul 21, 2026 37$278.8M
YANKCOM Partnership 0002036975Jul 21, 2026 308$278.8M
Madden Advisory Services, Inc. 0001542284Aug 4, 2026 110$278.9M
Roubaix Capital, LLC 0001769700Aug 10, 2026 50$278.9M
REDW Wealth LLC 0001688931Jul 31, 2026 104$279.1M
Invenio Wealth Partners LLC 0001989341Jul 30, 2026 89$279.2M
Hillcrest Wealth Advisors - NY, LLC 0001767121Jul 21, 2026 56$279.4M
Mechanics Financial Corp 0001821336Aug 5, 2026 296$279.5M
Keener Financial Planning LLC 0002004495Jul 31, 2026 61$279.6M
ParaFi Capital LP 0001919332Aug 14, 2026 21$279.6M
Orange County Employees Retirement System 0002107791Aug 7, 2026 2$279.6M
Bayshore Asset Management, LLC 0001906790Jul 23, 2026 52$279.8M
Silver Lake Advisory, LLC 0001596055Jul 27, 2026 109$279.9M
Employees' Retirement Fund of the City of Fort Worth 0001986812Aug 7, 2026 21$280.1M
TradeWell Securities, LLC. 0002066232Jul 28, 2026 52$280.1M
Fluent Financial, LLC 0001722283Jul 9, 2026 57$280.2M
Maripau Wealth Management LLC 0001890698Aug 11, 2026 177$280.5M
Win Advisors, Inc. 0001897144Aug 4, 2026 75$280.5M
Reliant Investment Management, LLC 0001517429Jul 15, 2026 55$280.5M
Houlihan Financial Resource Group, Ltd. 0001802879Aug 10, 2026 113$280.6M
Mount Lucas Management LP 0001185072Aug 10, 2026 166$280.7M