13F History

ManagerCIKFiledPositions13F Reported Value
Stevens Capital Management LP 0001134813Aug 11, 2026 213$416.6M
McMill Wealth Management 0002056447Aug 17, 2026 60$416.9M
Consilio Wealth Advisors, LLC 0001908944Aug 10, 2026 106$417.2M
Resolute Advisors LLC 0001800217Aug 14, 2026 81$417.3M
EPG Wealth Management LLC 0001803058Jul 28, 2026 318$417.3M
Seascape Capital Management 0001418342Jul 21, 2026 96$417.3M
Almitas Capital LLC 0001596468Aug 17, 2026 130$417.4M
Vestwell Advisors, LLC 0002081474Aug 14, 2026 26$417.8M
Concentrum Wealth Management 0001765387Aug 6, 2026 127$417.8M
Landmark Wealth Management, LLC 0001728778Aug 10, 2026 151$417.9M
Fi3 FINANCIAL ADVISORS, LLC 0001862427Aug 14, 2026 232$417.9M
TSP Capital Management Group, LLC 0001317208Jul 31, 2026 43$418.0M
Centurion Wealth Management LLC 0001951368Jul 9, 2026 283$418.2M
New England Capital Financial Advisors LLC 0001964652Jul 27, 2026 431$418.3M
Xcel Wealth Management, LLC 0001791002Jul 24, 2026 139$418.3M
Sunflower Bank, N.A. 0001818759Aug 14, 2026 159$418.3M
Thiel Macro 0001562087Aug 14, 2026 8$418.7M
Somerville Kurt F 0001215208Aug 11, 2026 97$418.8M
Daybright Advisory Services, Inc. 0002107111Aug 4, 2026 145$418.9M
Nut Tree Capital Management, LP 0001661655Aug 14, 2026 8$419.0M
Prairie Wealth Advisors, Inc. 0002022783Aug 12, 2026 253$419.1M
Roman Butler Fullerton & Co. 0000733444Aug 6, 2026 280$419.1M
325 Capital LLC 0001873893Aug 14, 2026 12$419.5M
Ballast Advisors LLC 0001803415Aug 12, 2026 197$419.7M
University of Chicago 0000314957Aug 14, 2026 14$419.7M
Liberty Square Wealth Partners LLC 0002057655Aug 10, 2026 140$419.9M
Atticus Wealth Management, LLC 0001800234Jul 15, 2026 177$420.1M
ETF Portfolio Partners, Inc. 0001635342Jul 13, 2026 70$420.4M
True Wealth Design, LLC 0001966033Jul 16, 2026 2,655$420.5M
PYA Waltman Capital, LLC 0001800135Aug 14, 2026 67$420.6M
Fruth Investment Management 0001416856Jul 10, 2026 225$420.6M
Pier 88 Investment Partners LLC 0001697366Aug 4, 2026 110$420.7M
Compass Advisory Group LLC 0001720292Aug 11, 2026 89$420.8M
Paloma Partners Management Co 0001103882Aug 14, 2026 19$420.9M
EnRich Financial Partners LLC 0001955091Jul 27, 2026 67$421.0M
Delta Financial Advisors LLC 0001790295Aug 5, 2026 152$421.0M
Atlatl Advisers LLC 0002023168Jul 22, 2026 459$421.1M
Renaissancere Holdings Ltd. 0000913144Aug 7, 2026 5$421.5M
Globe Life Inc. 0000320335Aug 3, 2026 2$421.6M
Westwind Capital 0001729269Jul 15, 2026 77$422.1M
M3F, Inc. 0001511291Aug 13, 2026 22$422.2M
AMJ Financial Wealth Management 0001801585Aug 10, 2026 83$422.2M
Avalon Capital Management 0001510809Jul 16, 2026 126$422.4M
Scoggin Management LP 0001086416Aug 14, 2026 48$422.5M
Birinyi Associates Inc. 0001079738Aug 5, 2026 61$422.7M
Miller Value Partners 0001135778Aug 14, 2026 56$423.1M
White Pine Capital LLC 0001137429Aug 5, 2026 240$423.2M
Wood Tarver Financial Group, LLC 0002059344Aug 13, 2026 165$423.6M
Meredith Wealth Planning 0001956471Jul 24, 2026 74$423.7M
Myriad Asset Management Advisors LLC 0002069031Jul 20, 2026 49$423.8M
Fivespan Partners, LP 0002040262Aug 13, 2026 6$424.3M
Lifelong Wealth Advisors, Inc. 0002051717Jul 16, 2026 97$424.4M
Great Point Partners LLC 0001281446Aug 14, 2026 37$424.4M
Swmg, LLC 0001839255Jul 15, 2026 100$424.5M
Sterling Investment Counsel, LLC 0001925853Jul 20, 2026 195$424.8M
Rinkey Investments 0001730774Jul 20, 2026 128$424.8M
Wealth Management Partners, LLC 0001843294Jul 22, 2026 154$425.0M
Ashoka WhiteOak Capital Pte Ltd 0002031708Aug 7, 2026 17$425.3M
Go Invest LLC 0002139692Aug 5, 2026 129$425.5M
Bitwise Funds Trust 0001928561Aug 11, 2026 41$425.8M
AyurMaya Capital Management Company, LP 0001975990Aug 13, 2026 1$426.0M
Ruedi Wealth Management, Inc. 0001940678Jul 29, 2026 62$426.3M
Mariner Investment Group LLC 0001096978Jul 27, 2026 75$426.3M
Vermillion Wealth Management, Inc. 0001737012Jul 16, 2026 1,545$426.5M
Ironsides Asset Advisors, LLC 0001615135Aug 12, 2026 83$426.9M
Lester Murray Antman dba SimplyRich 0001725888Aug 3, 2026 166$427.1M
DSC Meridian Capital LP 0001970572Aug 14, 2026 15$427.2M
Dockside LLC 0002074563Aug 3, 2026 184$427.4M
Sound Capital Solutions LLC 0002033735Aug 13, 2026 309$427.4M
BankPlus Trust Department 0002047270Jul 28, 2026 470$427.5M
Boone Capital Management LLC 0001882053Aug 14, 2026 16$427.5M
Straight Path Wealth Management 0001902506Jul 27, 2026 141$427.8M
Truefg, LLC 0001766067Jul 16, 2026 75$428.2M
Legacy Financial Group, Inc. 0001965579Jul 30, 2026 104$428.5M
Navalign, LLC 0001820593Jul 28, 2026 132$429.1M
Main Street Group, LTD 0001965796Jul 13, 2026 863$429.2M
Virtus Investment Advisers, LLC 0000019481Aug 11, 2026 463$429.2M
Prostatis Group LLC 0001649186Aug 14, 2026 190$429.4M
Strategic Family Wealth Counselors, L.L.C. 0001729755Aug 14, 2026 177$429.9M
Rakuten Securities, Inc. 0002009539Aug 12, 2026 914$430.2M
West Branch Capital LLC 0001738723Jul 10, 2026 355$430.3M
Luminvest Wealth Management LLC 0002036517Jul 29, 2026 58$430.3M
Fusion Capital, LLC 0001802955Aug 5, 2026 112$430.4M
PSI Advisors, LLC 0001779040Aug 3, 2026 151$430.5M
BOS Asset Management, LLC 0001965814Jul 13, 2026 204$430.7M
Doma Perpetual Capital Management LLC 0001962221Aug 12, 2026 13$430.8M
CCG Wealth Management, LLC 0001771169Aug 7, 2026 149$430.9M
Cat Rock Capital Management LP 0001654648Aug 14, 2026 7$431.0M
Private Wealth Management Group, LLC 0002011342Jul 27, 2026 1,455$431.0M
BWM Planning, LLC 0002039698Jul 23, 2026 99$431.2M
Siemens Pension Trust E V 0001209767Aug 14, 2026 1$431.3M
Boundless Plain Holdings Ltd 0002108192Aug 10, 2026 11$431.6M
Blueshift Asset Management, LLC 0001727827Aug 14, 2026 556$431.7M
Gradient Capital Advisors, LLC 0001727917Jul 13, 2026 179$431.8M
Investment Planning Advisors, Inc. 0002024049Jul 23, 2026 117$431.8M
Grandeur Peak Global Advisors, LLC 0001569137Aug 17, 2026 75$432.1M
Cornerstone Planning, LLC 0001802105Jul 30, 2026 136$432.3M
Greenstone Partners & Co., LLC 0001845565Aug 14, 2026 8$432.6M
Intergy Private Wealth, LLC 0001911342Jul 17, 2026 147$433.0M
Heights Capital Management, Inc. 0001081698Aug 14, 2026 323$433.1M