13F History

ManagerCIKFiledPositions13F Reported Value
Foronjy Financial LLC 0002040600Apr 24, 2026 97$240.6M
Daily Journal 0000783412Apr 15, 2026 4$240.7M
Ghe, LLC 0001910179May 4, 2026 55$240.7M
MBE Wealth Management, LLC 0001775850Apr 21, 2026 141$240.7M
Rakuten Securities, Inc. 0002009539May 1, 2026 879$240.7M
Onyx Financial Advisors, LLC 0001957840Apr 14, 2026 18$240.8M
Sherborne Investors Management LP 0001406672Apr 17, 2026 1$240.9M
Continuum Wealth Advisors, LLC 0001966482May 7, 2026 70$241.0M
Altman Advisors, Inc. 0001731671May 5, 2026 77$241.3M
Thor Trading Advisors, LLC 0002057073May 8, 2026 12$241.3M
Dean Capital Management 0001455468May 15, 2026 111$241.4M
Element Wealth, LLC 0001802743May 4, 2026 206$241.4M
Physician Wealth Solutions Inc. 0002007116Apr 13, 2026 45$241.6M
Ballentine Capital Advisors, Inc 0002011580Apr 17, 2026 27$241.6M
denkapparat Operations GmbH 0001999514May 11, 2026 333$241.6M
Tribridge Partners Financial LLC 0002083677Apr 15, 2026 80$241.7M
Beta Wealth Group, Inc. 0001594417May 7, 2026 112$241.7M
FMB Wealth Management 0002040224Apr 16, 2026 73$241.7M
Dover Advisors, LLC 0001964541Apr 8, 2026 159$241.7M
McNaughton Wealth Management, LLC 0001802691Apr 8, 2026 70$241.8M
Resolute Advisors LLC 0001800217May 7, 2026 87$241.8M
TKG Advisors, LLC 0001843275Apr 24, 2026 89$241.9M
Summa Corp. 0001954929Apr 30, 2026 83$241.9M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0002079571May 14, 2026 191$242.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0000319933Apr 14, 2026 1,322$242.2M
Macro Advisors, Inc. 0001821406May 14, 2026 40$242.2M
Diadema Partners LP 0002026172May 15, 2026 86$242.2M
Torno Capital, LLC 0001974312Aug 17, 2026 20$242.3M
Guardian Point Capital, LP 0001595932May 15, 2026 11$242.7M
WealthCollab, LLC 0002017870May 13, 2026 977$242.8M
Creekside Partners 0002035951Apr 22, 2026 183$242.9M
LGL Partners, LLC 0001653202May 14, 2026 66$242.9M
SFG Wealth Management, LLC. 0001908914Apr 23, 2026 100$242.9M
Visualize Group LP 0001994625May 15, 2026 10$242.9M
Independent Family Office, LLC 0001756485May 15, 2026 90$243.0M
Quarry Hill Advisors, LLC 0001965346Apr 23, 2026 51$243.1M
Schulhoff & Co. Inc. 0001080197May 11, 2026 132$243.1M
Howard Bailey Securities, LLC 0002043986Apr 23, 2026 122$243.2M
YANKCOM Partnership 0002036975Apr 20, 2026 368$243.2M
Hutner Capital Management Inc. 0000944733May 15, 2026 44$243.4M
JW Asset Management, LLC 0001549738May 8, 2026 19$243.5M
Red Spruce Capital, LLC 0001795356Apr 9, 2026 94$243.6M
Solstein Capital, LLC 0001730769May 14, 2026 441$243.6M
AAF Wealth Management, LLC 0001726609May 8, 2026 54$243.8M
Orin Green Financial, LLC 0001844227Apr 29, 2026 78$243.8M
Marathon Wealth Advisors LLC 0002153211Sep 11, 2026 73$243.8M
GE Investment Management Corp. 0001125824May 15, 2026 4$243.8M
Burford Brothers, Inc. 0002001434Apr 27, 2026 172$243.9M
Altus Wealth Group LLC 0001842572Apr 27, 2026 143$244.0M
Rosalind Advisors, Inc. 0001622627May 14, 2026 32$244.1M
Bawa N Mallick Trust 0002040013May 15, 2026 69$244.2M
Cresta Advisors, Ltd. 0001947670Apr 27, 2026 53$244.2M
Unique Wealth Strategies, LLC 0002009809Jul 15, 2026 205$244.3M
Investors Asset Management of Georgia Inc. /Ga/ 0000867926Apr 27, 2026 182$244.3M
O'Connor Financial Group LLC 0001973783Apr 23, 2026 58$244.4M
JNE Partners LLP 0001770120May 15, 2026 7$244.4M
Ridgewood Investments LLC 0001703556Apr 3, 2026 208$244.5M
Lewis Asset Management, LLC 0002004520Apr 21, 2026 199$244.6M
First Sabrepoint Capital Management LP 0001731530May 15, 2026 27$244.6M
Aspect Partners, LLC 0001985284Apr 2, 2026 709$244.6M
Melone Private Wealth, LLC 0001905765Apr 8, 2026 60$244.8M
Alkeme Wealth, LLC 0001752045Apr 23, 2026 98$244.9M
MRA Advisory Group 0001841816Apr 22, 2026 140$245.0M
Shared Vision Wealth Group LLC 0002008178May 6, 2026 95$245.2M
Kinloch Capital, LLC 0001818557May 15, 2026 83$245.2M
Nut Tree Capital Management, LP 0001661655May 15, 2026 4$245.3M
School Employees Retirement Board of Ohio 0000315024Apr 24, 2026 6$245.3M
Cooper Investors PTY Ltd. 0001561728Apr 28, 2026 42$245.3M
Equinox Partners Investment Management LLC 0000938552Apr 24, 2026 11$245.4M
HighMark Wealth Management LLC 0001802451May 6, 2026 555$245.6M
Mirabaud & Cie SA 0001869685May 5, 2026 54$245.7M
Investment Research Partners LLC 0002069274Apr 29, 2026 245$245.8M
MY.Alpha Management HK Advisors Ltd 0001910173May 14, 2026 11$245.8M
Retirement Planning Co of New England, Inc. 0001817693May 8, 2026 248$245.8M
Caldwell Sutter Capital, Inc. 0000702007May 6, 2026 894$245.9M
Vernal Point Advisors, LLC 0001820363May 14, 2026 21$246.0M
Wealth Analytics Partners, LLC 0002110717May 15, 2026 46$246.0M
Hanover Advisors Inc. 0000914973May 7, 2026 118$246.1M
Dravo Bay LLC 0001910389May 7, 2026 54$246.1M
Mitchell & Pahl Private Wealth, LLC 0001836506Apr 24, 2026 145$246.3M
Flagship Private Wealth, LLC 0001842560Apr 24, 2026 107$246.3M
Cordant, Inc. 0001830942Apr 13, 2026 75$246.4M
Zeno Equity Partners LLP 0002013334May 15, 2026 13$246.4M
Verisail Partners, LLC 0002016904Apr 21, 2026 25$246.5M
Matthews International Capital Management LLC 0001028074May 4, 2026 37$246.5M
Yarger Wealth Strategies, LLC 0001908607May 13, 2026 124$246.6M
Iridian Asset Management LLC 0001033427Apr 24, 2026 42$246.7M
Valued Wealth Advisors LLC 0002007175Apr 30, 2026 751$246.7M
FF Advisors,LLC 0002011904Apr 27, 2026 114$246.8M
American Capital Advisory, LLC 0002018007Apr 29, 2026 1,139$246.9M
Hillcrest Wealth Advisors - NY, LLC 0001767121Apr 28, 2026 51$246.9M
Resolute Capital, LLC 0002069920May 12, 2026 57$246.9M
III Capital Management 0001783139May 15, 2026 46$247.0M
Vivid Wealth Management, LLC 0002007281Apr 27, 2026 66$247.1M
Blacksheep Fund Management Ltd 0001800249May 13, 2026 8$247.2M
Peloton Wealth Strategists 0001080132May 14, 2026 86$247.2M
Anb Bank 0002067126May 6, 2026 128$247.3M
NavPoint Financial, Inc. 0002009813Apr 24, 2026 71$247.3M
Evergreen Private Wealth LLC 0002010098Apr 29, 2026 86$247.4M
Insight Wealth Partners, LLC 0001627003May 14, 2026 118$247.4M