13F History

ManagerCIKFiledPositions13F Reported Value
EVR Research LP 0001843019Nov 13, 2024 33$395.1M
Louisbourg Investments Inc. 0002053050Jan 29, 2025 173$395.4M
PhiloSmith Capital Corp 0001942361Oct 10, 2024 23$395.6M
IAM Advisory, LLC 0001825292Oct 7, 2024 102$395.7M
Compton Wealth Advisory Group, LLC 0001761044Oct 10, 2024 111$396.0M
Thomist Capital Management, LP 0001767809Nov 14, 2024 28$396.1M
EPG Wealth Management LLC 0001803058Nov 13, 2024 423$396.4M
Rezny Wealth Management, Inc. 0001535859Nov 14, 2024 33$396.8M
Plimoth Trust Co. LLC 0001623678Oct 21, 2024 160$396.9M
M Holdings Securities, Inc. 0001569638Nov 12, 2024 91$397.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0001639754Nov 4, 2024 59$397.7M
Mitchell Sinkler & Starr 0001048921Nov 13, 2024 189$397.8M
Fourth Sail Capital LP 0001803158Nov 7, 2024 24$398.0M
Family Investment Center, Inc. 0001897700Oct 24, 2024 85$398.1M
Shayne & Jacobs, LLC 0001484085Oct 23, 2024 96$398.7M
Firestone Capital Management 0001799964Nov 14, 2024 152$398.7M
Bank of New Hampshire 0001870761Oct 7, 2024 463$398.9M
Altrius Capital Management Inc 0001940646Nov 6, 2024 85$399.2M
WESCAP Management Group, Inc. 0001667140Nov 14, 2024 93$399.3M
Longfellow Investment Management Co. LLC 0001167487Nov 13, 2024 261$399.4M
Hound Partners, LLC 0001353316Nov 14, 2024 17$399.5M
Encompass Wealth Advisors, LLC 0001849614Nov 5, 2024 294$399.7M
McDonald Partners LLC 0001331074Oct 15, 2024 239$399.8M
Gifford Fong Associates 0001740316Nov 4, 2024 128$399.9M
Harvey Capital Management Inc. 0001119032Oct 29, 2024 76$400.0M
Moller Wealth Partners 0001475271Oct 9, 2024 65$400.2M
Canton Hathaway, LLC 0001755785Nov 13, 2024 248$400.6M
Essex Bank 0001752212Nov 1, 2024 282$400.7M
Foyston, Gordon & Payne Inc 0001322853Nov 15, 2024 53$400.8M
Mason & Associates Inc 0001917686Oct 23, 2024 109$400.8M
Searle & Co. 0000710127Oct 22, 2024 171$400.9M
Schwarz Dygos Wheeler Investment Advisors LLC 0001794153Nov 8, 2024 150$401.0M
First PREMIER Bank 0001653926Oct 8, 2024 410$401.1M
Logan Stone Capital, LLC 0001535521Nov 14, 2024 129$401.3M
Financial Security Advisor, Inc. 0001997602Oct 30, 2024 116$401.3M
Garda Capital Partners LP 0001666905Nov 14, 2024 49$401.4M
Balboa Wealth Partners 0001929008Nov 6, 2024 332$401.5M
Cypress Asset Management Inc. 0001030618Aug 15, 2025 105$401.6M
Clayton, Dubilier & Rice, LLC 0001538642Nov 1, 2024 4$401.6M
SoftVest Advisors, LLC 0001803391Nov 14, 2024 3$401.7M
Praetorian Wealth Management, Inc. 0001818940Oct 2, 2024 37$401.7M
Mascoma Wealth Management LLC 0001695664Nov 5, 2024 456$401.7M
Privium Fund Management B.V. 0001795097Nov 1, 2024 82$402.0M
Sarissa Capital Management LP 0001577524Nov 14, 2024 10$402.3M
Brave Asset Management Inc. 0001085867Oct 10, 2024 165$402.6M
Bulltick Wealth Management, LLC 0001912448Nov 14, 2024 108$402.7M
Capital City Trust Co. 0001095836Nov 7, 2024 117$402.9M
Atlanta Consulting Group Advisors, LLC 0002019038Nov 6, 2024 227$402.9M
Jackson Square Capital, LLC 0001812178Oct 31, 2024 133$403.0M
Systelligence, LLC 0001882691Nov 4, 2024 42$403.1M
Vantage Financial Partners, LLC 0001911766Nov 8, 2024 193$403.1M
Blueshift Asset Management, LLC 0001727827Nov 13, 2024 351$403.1M
Waller Financial Planning Group, Inc. 0001736079Oct 2, 2024 67$403.3M
Coastal Bridge Advisors, LLC 0001665976Nov 14, 2024 172$403.5M
Quadrant Private Wealth Management, LLC 0001727454Nov 12, 2024 243$403.6M
Vision Capital Corp 0001764403Nov 13, 2024 18$403.6M
ALM First Financial Advisors, LLC 0001950054Oct 7, 2024 23$403.6M
Elwood & Goetz Wealth Advisory Group, LLC 0001752758Oct 23, 2024 103$403.9M
Light Street Capital Management, LLC 0001569049Nov 14, 2024 21$404.1M
Maia Wealth LLC 0002010858Oct 30, 2024 273$404.8M
Garrett Wealth Advisory Group, LLC 0001729443Nov 1, 2024 99$404.9M
Allegheny Financial Group 0001844148Nov 14, 2024 242$405.1M
Capricorn Investment Group LLC 0001536261Nov 14, 2024 8$406.4M
Burt Wealth Advisors 0001612041Nov 1, 2024 118$406.4M
Hussman Strategic Advisors, Inc. 0001179475Nov 1, 2024 216$407.1M
Northstar Asset Management Inc. 0000869304Jul 15, 2025 58$407.2M
Shulman DeMeo Asset Management LLC 0001767070Oct 15, 2024 132$407.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0001737090Oct 10, 2024 196$407.7M
REAP Financial Group, LLC 0002048581Feb 27, 2025 586$408.0M
Waterfront Wealth Inc. 0001775210Oct 31, 2024 253$408.1M
Rather & Kittrell, Inc. 0001582112Jan 31, 2025 84$408.2M
Bray Capital Advisors 0001631738Nov 1, 2024 258$408.2M
West Paces Advisors Inc. 0002004720Oct 15, 2024 552$408.3M
Martin Investment Management, LLC 0001511888Oct 30, 2024 49$408.4M
Peavine Capital, LLC 0001594540Oct 21, 2024 10$408.6M
SeaBridge Investment Advisors LLC 0001304229Nov 4, 2024 150$408.7M
Spinnaker Investment Group, LLC 0001911067Nov 6, 2024 92$408.9M
Carrera Capital Advisors 0002035329Nov 5, 2024 108$408.9M
Blankinship & Foster, LLC 0001708872Apr 25, 2025 71$409.1M
Hamilton Wealth, LLC 0001760263Nov 14, 2024 107$409.1M
Kapitalo Investimentos Ltda 0001798686Oct 15, 2024 155$409.4M
Inceptionr LLC 0001821561Nov 8, 2024 605$409.6M
Chan Zuckerberg Initiative, LLC 0001997453Nov 14, 2024 3$409.7M
Napean Trading & Investment Co (Singapore) PTE Ltd 0002011874Nov 14, 2024 38$409.9M
Concentric Wealth Management, LLC 0001695345Nov 13, 2024 133$410.0M
DoubleLine ETF Adviser LP 0001959989Nov 14, 2024 191$410.5M
Retirement Solution LLC 0001914606Nov 1, 2024 57$410.5M
Element Pointe Advisors, LLC 0001764059Nov 14, 2024 68$411.1M
Southland Equity Partners LLC 0002006517Oct 15, 2024 223$411.1M
Summit X, LLC 0001697729Nov 7, 2024 212$411.2M
Am Investment Strategies LLC 0001818897Oct 29, 2024 105$411.3M
Dash Acquisitions Inc. 0001745885Oct 29, 2024 57$411.5M
HFR Wealth Management, LLC 0001877822Nov 12, 2024 54$411.7M
Westchester Capital Management, Inc. 0001390063Nov 1, 2024 41$411.7M
United American Securities Inc. (d/b/a UAS Asset Management) 0001349353Feb 14, 2025 11$411.8M
Affiance Financial, LLC 0001723681Oct 11, 2024 98$412.0M
Westwind Capital 0001729269Oct 9, 2024 48$412.1M
Wilson Asset Management (international) PTY Ltd. 0001914472Oct 25, 2024 28$412.4M
Bernardo Wealth Planning LLC 0001765595Oct 18, 2024 114$412.4M
Marathon Capital Management 0001213206Nov 14, 2024 154$412.5M