13F History

ManagerCIKFiledPositions13F Reported Value
CMH Wealth Management LLC 0001657516Oct 21, 2025 55$469.2M
Element Pointe Advisors, LLC 0001764059Nov 12, 2025 75$469.3M
Grace & Mercy Foundation, Inc. 0001715783Nov 14, 2025 17$469.6M
Canal Insurance CO 0001313473Oct 27, 2025 68$469.6M
Longaeva Partners L.P. 0002054122Nov 14, 2025 72$470.1M
Financial Security Advisor, Inc. 0001997602Nov 3, 2025 144$470.3M
Ascentis Wealth Management, LLC 0002032602Oct 24, 2025 650$470.3M
Auxano Advisors, LLC 0001811491Nov 5, 2025 172$470.3M
Verum Partners LLC 0001958984Nov 12, 2025 171$470.5M
Global View Capital Management LLC 0001994495Oct 29, 2025 136$470.8M
GoalVest Advisory LLC 0001839307Oct 22, 2025 403$471.7M
Schwarz Dygos Wheeler Investment Advisors LLC 0001794153Nov 7, 2025 162$471.7M
Drive Wealth Management, LLC 0001952781Oct 31, 2025 358$471.7M
United American Securities Inc. (d/b/a UAS Asset Management) 0001349353Nov 12, 2025 14$472.6M
M Holdings Securities, Inc. 0001569638Nov 13, 2025 87$473.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0001737090Oct 27, 2025 202$473.3M
Manhattan West Asset Management, LLC 0001904770Nov 24, 2025 140$473.4M
Grant Street Asset Management, Inc. 0001740642Nov 10, 2025 91$473.4M
Northwest Quadrant Wealth Management, LLC 0001697767Nov 12, 2025 74$473.5M
Park Place Capital Corp 0001965810Oct 22, 2025 787$473.5M
2Xideas AG 0001843587Nov 14, 2025 56$473.6M
Varenne Capital Partners 0001902567Nov 12, 2025 21$473.9M
Seeds Investor LLC 0002021047Nov 12, 2025 250$473.9M
Trust Co of Tennessee 0002025098Oct 17, 2025 7$474.3M
Ar Asset Management Inc. 0001080166Nov 12, 2025 111$474.5M
Cliffwater LLC 0001659851Nov 13, 2025 22$474.7M
Vantage Financial Partners, LLC 0001911766Nov 5, 2025 216$474.8M
Iat Reinsurance Co. LTD. 0001633625Nov 10, 2025 85$474.9M
Sunburst Financial Group, LLC 0001800158Oct 17, 2025 119$474.9M
Professional Financial Advisors, LLC 0001798221Oct 28, 2025 125$475.2M
ADAPT Investment Managers SA 0002029917Oct 29, 2025 28$475.4M
Poehling Capital Management, INC. 0001730815Nov 5, 2025 136$475.8M
Yong Rong (HK) Asset Management Ltd 0001738071Nov 4, 2025 14$475.8M
Gifford Fong Associates 0001740316Nov 3, 2025 122$475.8M
WESCAP Management Group, Inc. 0001667140Nov 6, 2025 103$475.9M
Stordahl Capital Management, Inc. 0001729093Nov 5, 2025 63$476.1M
Yelin Lapidot Holdings Management Ltd. 0001590495Oct 27, 2025 90$476.2M
Conrad Siegel Investment Advisors, Inc. 0001905875Oct 16, 2025 57$476.4M
Rudius Management LP 0001835407Nov 13, 2025 4$476.4M
IDG China Venture Capital Fund IV Associates L.P. 0001609021Nov 5, 2025 4$476.4M
Drake & Associates, LLC 0001935795Nov 6, 2025 102$477.4M
Ackerman Capital Advisors, LLC 0001699506Oct 22, 2025 117$477.7M
Hobart Private Capital, LLC 0001767062Oct 1, 2025 122$477.7M
Conversant Capital LLC 0001850901Nov 14, 2025 9$478.3M
Westwind Capital 0001729269Oct 14, 2025 37$478.7M
L1 Capital International Pty Ltd 0002009023Nov 14, 2025 19$479.1M
Rezny Wealth Management, Inc. 0001535859Oct 22, 2025 38$479.1M
Hamilton Wealth, LLC 0001760263Nov 14, 2025 115$479.4M
RB Capital Management, LLC 0001695582Oct 21, 2025 187$479.4M
Generali Investments, Management Co LLC 0002043136Nov 12, 2025 174$479.4M
Moller Wealth Partners 0001475271Oct 6, 2025 70$479.5M
Webs Creek Capital Management LP 0001825309Nov 14, 2025 18$479.6M
Oak Hill Advisors LP 0001164688Nov 14, 2025 12$479.7M
Broadleaf Partners, LLC 0001712686Nov 13, 2025 80$479.7M
Crow's Nest Holdings LP 0001898772Nov 7, 2025 9$480.1M
Thrive Capital Management, LLC 0001765681Nov 14, 2025 6$480.2M
Tiff Advisory Services, LLC 0001271347Nov 6, 2025 22$480.3M
Maxi Investments CY Ltd 0001838222Nov 14, 2025 91$480.9M
SoftVest Advisors, LLC 0001803391Nov 12, 2025 2$480.9M
Hedeker Wealth, LLC 0001633910Oct 21, 2025 92$481.1M
Family Investment Center, Inc. 0001897700Oct 22, 2025 102$481.6M
Rockline Wealth Management, LLC 0002005098Nov 3, 2025 103$483.1M
Second Line Capital, LLC 0001992879Nov 19, 2025 160$483.1M
Anchor @ 65 Pte. Ltd. 0001993962Nov 13, 2025 2$483.2M
Headinvest, LLC 0001372130Nov 14, 2025 211$483.7M
Peavine Capital, LLC 0001594540Oct 21, 2025 9$484.3M
Community Bank & Trust, Waco, Texas 0001654847Oct 28, 2025 149$484.7M
Annis Gardner Whiting Capital Advisors, LLC 0001998414Nov 3, 2025 1,179$484.9M
Trybe Capital Management LP 0001807902Nov 14, 2025 8$484.9M
McLean Asset Management Corp 0001833140Oct 7, 2025 168$485.4M
Old Second National Bank of Aurora 0000903783Oct 22, 2025 284$485.4M
Welch Capital Partners LLC 0001042063Nov 14, 2025 26$485.5M
Liquid Strategies, LLC 0001774727Oct 24, 2025 7$485.6M
High Falls Advisors, Inc 0001569139Nov 14, 2025 146$485.7M
Gemsstock Ltd. 0001724140Nov 12, 2025 15$486.1M
Wealth Dimensions Group, Ltd. 0001846462Oct 30, 2025 177$486.4M
Bedell Frazier Investment Counselling, LLC 0001388142Nov 12, 2025 129$486.6M
P2 Capital Partners, LLC 0001406313Nov 14, 2025 12$486.7M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0001639754Nov 5, 2025 61$486.8M
G2 Investment Partners Management LLC 0001593404Nov 14, 2025 68$486.8M
Stenger Family Office, LLC 0002056106Oct 29, 2025 107$486.9M
iSAM Funds (UK) Ltd 0001919867Nov 14, 2025 600$487.0M
Praetorian Wealth Management, Inc. 0001818940Oct 15, 2025 64$487.4M
Fulcrum Capital LLC 0001724090Oct 28, 2025 100$487.7M
Waterfront Wealth Inc. 0001775210Nov 6, 2025 268$488.3M
Harbour Capital Advisors, LLC 0001682501Oct 9, 2025 277$488.7M
Bayesian Capital Management, LP 0001632551Nov 14, 2025 503$489.6M
Holderness Investments Co. 0001184820Nov 12, 2025 252$489.9M
SVF Sponsor III (DE) LLC 0001838428Nov 14, 2025 1$490.0M
Grey Fox Wealth Advisors, LLC 0001965362Oct 29, 2025 658$490.5M
Rockport Wealth LLC 0002022866Oct 31, 2025 91$491.3M
Lynx1 Capital Management LP 0001910456Nov 13, 2025 14$491.3M
Mason Capital Management LLC 0001218735Nov 14, 2025 6$491.4M
M. Kulyk & Associates, LLC 0001842370Nov 10, 2025 104$492.2M
ARCH Venture Management, LLC 0001274403Nov 14, 2025 9$492.4M
WESPAC Advisors SoCal, LLC 0001668188Oct 22, 2025 106$492.5M
Whalerock Point Partners, LLC 0001389709Nov 12, 2025 185$492.5M
Flat Footed LLC 0001799456Nov 14, 2025 17$492.6M
Single Point Partners, LLC 0001801184Oct 20, 2025 89$492.7M
New Harbor Financial Group, LLC 0001548577Nov 7, 2025 56$493.3M