13F History

ManagerCIKFiledPositions13F Reported Value
GR Financial Group, LLC 0002011751Aug 7, 2024 17$453.5M
Oarsman Capital, Inc. 0001569667Aug 12, 2024 230$454.0M
Jackson Hole Capital Partners, LLC 0001767049Aug 13, 2024 273$454.0M
Call To Action Foundation 0001981942Aug 8, 2024 1$454.3M
OAKMONT Corp 0000924171Aug 1, 2024 32$454.6M
Atlas Venture Advisors, Inc. 0001767432Aug 5, 2024 5$454.6M
Valor Management LLC 0001846237Aug 14, 2024 6$454.7M
Cornerstone Management, Inc. 0001587867Jul 24, 2024 54$454.8M
Boston Standard Wealth Management, LLC 0001630939Jul 10, 2024 47$454.9M
Catalyst Financial Partners LLC 0001927537Jul 25, 2024 245$455.1M
Marietta Investment Partners LLC 0001114702Aug 14, 2024 160$455.4M
HughesLittle Investment Management Ltd. 0002106035Mar 20, 2026 17$455.7M
Independent Investors Inc. 0001121908Jul 16, 2024 67$455.7M
Conversant Capital LLC 0001850901Aug 14, 2024 14$455.9M
TMD Wealth Management, LLC 0001842820Aug 8, 2024 54$456.0M
Lebenthal Global Advisors, LLC 0001845766Jul 24, 2024 177$456.1M
Arlington Financial Advisors, LLC 0001716539Jul 16, 2024 68$456.3M
Value Aligned Research Advisors, LLC 0001963565Aug 9, 2024 20$456.4M
Brickley Wealth Management 0001712533Jul 22, 2024 46$456.6M
Strategic Planning Group, LLC 0001875525Aug 2, 2024 75$457.5M
Mfa Wealth Advisors, LLC 0001688184Jul 22, 2024 531$457.7M
IPG Investment Advisors LLC 0001602237Aug 13, 2024 176$457.7M
Elite Wealth Management, Inc. 0001622757Aug 12, 2024 42$457.8M
De Lisle Partners LLP 0002011184Aug 9, 2024 177$457.8M
Raub Brock Capital Management LP 0001554656Aug 6, 2024 39$457.8M
Tucker Asset Management LLC 0001870012Aug 9, 2024 1,693$458.0M
Advantage Alpha Capital Partners LP 0001762344Aug 13, 2024 154$458.2M
Rowlandmiller & Partners.adv 0000225816Jul 29, 2024 177$458.7M
Providence Capital Advisors, LLC 0001730814Aug 14, 2024 355$458.7M
FIFTHDELTA Ltd 0001872766Aug 9, 2024 13$459.2M
Matthews International Capital Management LLC 0001028074Jul 22, 2024 38$459.6M
Lone Peak Global Investors LLC 0001730467Sep 20, 2024 54$459.7M
Renaissance Investment Group LLC 0001509508Jul 10, 2024 84$459.8M
Beverly Hills Private Wealth, LLC 0001965710Aug 8, 2024 346$460.0M
MIC Capital Management UK LLP 0001889830Aug 14, 2024 12$460.0M
Partners in Financial Planning 0002054264Feb 26, 2025 104$460.1M
Security Financial Services, INC. 0001913590Jul 23, 2024 162$460.2M
Rice Partnership, LLC 0001736736Aug 1, 2024 154$460.3M
Hexagon Capital Partners LLC 0001831542Jul 12, 2024 1,459$460.4M
Curbstone Financial Management Corp 0001608057Jul 3, 2024 198$460.4M
Rudius Management LP 0001835407Aug 14, 2024 8$460.8M
First Fiduciary Investment Counsel, Inc. 0001072843Aug 7, 2024 64$461.4M
Compass Financial Group, INC 0001964835Jul 10, 2024 90$461.6M
Blueprint Investment Partners LLC 0001794467Aug 14, 2024 124$462.0M
Mariner Investment Group LLC 0001096978Jul 24, 2024 17$462.3M
Shah Capital Management 0001383838Aug 12, 2024 17$462.3M
Prestige Wealth Management Group LLC 0001772715Feb 20, 2026 987$462.6M
Sensible Financial Planning & Management, LLC. 0001567738Jul 18, 2024 27$462.8M
Capital Group Investment Management Pte. LTD. 0001939970Aug 13, 2024 140$462.8M
Lecap Asset Management Ltd. 0001990849Jul 23, 2024 301$463.0M
Walkner Condon Financial Advisors LLC 0001817494Aug 9, 2024 255$463.4M
Nan Fung Trinity (hk) Ltd. 0001781880Aug 2, 2024 24$463.8M
Tobias Financial Advisors, Inc. 0001802080Aug 13, 2024 104$463.8M
Atlanta Consulting Group Advisors, LLC 0002019038Aug 12, 2024 115$463.9M
Regatta Capital Group, LLC 0001911488Aug 2, 2024 184$464.3M
Community Financial Services Group, LLC 0001537319Jul 25, 2024 118$464.3M
TLWM 0001732537Jul 12, 2024 72$464.6M
Murchinson Ltd. 0001838556Aug 15, 2024 47$465.6M
Sachem Hill LLC 0001994333Jul 26, 2024 66$466.0M
Martel Wealth Advisors LLC 0002039437Oct 9, 2024 53$466.1M
Howard Hughes Medical Institute 0000810386Aug 14, 2024 1$466.2M
Hartford Financial Management Inc. 0001352526Aug 9, 2024 395$466.3M
Fortress Investment Group LLC 0001380393Aug 14, 2024 12$466.3M
Jackson Wealth Management, LLC 0001536799Jul 1, 2024 118$466.4M
Drexel Morgan & Co. 0001508512Aug 12, 2024 53$466.5M
One Wealth Advisors, LLC 0001725297Aug 13, 2024 232$466.6M
Cliffwater LLC 0001659851Aug 14, 2024 26$467.3M
Dow Chemical Co. 0000029915Aug 13, 2024 4$468.3M
American Money Management, LLC 0001600085Aug 13, 2024 133$468.4M
Greenland Capital Management LP 0001896430Aug 13, 2024 233$468.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0001599852Aug 14, 2024 142$468.8M
Fortis Capital Management LLC 0001802167Jul 23, 2024 128$468.9M
Heron Bay Capital Management 0001842149Aug 13, 2024 93$469.5M
Oliver Luxxe Assets LLC 0001666239Aug 13, 2024 182$471.2M
Kesler, Norman & Wride, LLC 0001840455Jul 24, 2024 169$471.3M
Stamos Capital Partners, L.P. 0001705399Aug 13, 2024 137$471.3M
Bellecapital International Ltd. 0001600152Jul 19, 2024 149$471.6M
Ellis Investment Partners, LLC 0001765590Aug 6, 2024 229$472.6M
McNamara Financial Services, Inc. 0001622431Aug 2, 2024 77$472.9M
Citizens Business Bank 0001948632Aug 5, 2024 102$472.9M
Iat Reinsurance Co. LTD. 0001633625Aug 2, 2024 71$474.0M
TAP Consulting, LLC 0001748930Aug 6, 2024 157$474.0M
Lwmg, LLC 0001964955Jul 11, 2024 89$474.0M
Patton Fund Management, Inc. 0001689232Jul 16, 2024 80$474.1M
Bright Rock Capital Management, LLC 0001509973Jul 23, 2024 70$474.4M
Cisco Systems, Inc. 0000858877Jul 26, 2024 4$474.5M
Edge Wealth Management LLC 0001567163Jul 12, 2024 78$474.9M
Hunter Perkins Capital Management, LLC 0001808919Jul 17, 2024 107$475.7M
Wilsey Asset Management Inc. 0001598379Jul 18, 2024 20$476.1M
Affinity Capital Advisors, LLC 0001810023Aug 14, 2024 145$476.2M
Sloy Dahl & Holst, LLC 0001690295Jul 22, 2024 90$476.2M
Nicolet Bankshares Inc. 0001174850Aug 14, 2024 208$476.7M
Peterson Wealth Advisors, LLC 0001713558Jul 18, 2024 75$476.7M
Bellwether Advisors, LLC 0001819815Aug 1, 2024 119$476.8M
Janiczek Wealth Management, LLC 0001598561Jul 25, 2024 1,091$477.1M
Vanderbilt University 0001825985Jul 17, 2024 70$477.5M
Samsara Biocapital, LLC 0001744967Aug 14, 2024 40$477.8M
AMS Capital Ltda 0001717977Aug 5, 2024 19$478.2M
Strategic Global Advisors, LLC 0001580212Aug 14, 2024 136$478.4M
B&D White Capital Company, LLC 0001752523Aug 13, 2024 46$478.6M