13F History

ManagerCIKFiledPositions13F Reported Value
Moller Wealth Partners 0001475271Jul 10, 2025 69$452.9M
Knightsbridge Asset Management, LLC 0001332811Aug 14, 2025 152$453.4M
Crow's Nest Holdings LP 0001898772Aug 14, 2025 9$453.5M
Bell Asset Management Ltd 0001681004Aug 13, 2025 62$453.5M
Wealth Dimensions Group, Ltd. 0001846462Aug 12, 2025 171$453.8M
Atlas Legacy Advisors, LLC 0002054111Aug 6, 2025 174$453.9M
Broadleaf Partners, LLC 0001712686Aug 14, 2025 82$454.2M
Irenic Capital Management LP 0001929389Aug 14, 2025 20$454.6M
C Partners Holding GmbH 0001634083Aug 14, 2025 12$454.9M
Parkside Advisors LLC 0001585550Jul 9, 2025 89$455.1M
Aljian Capital Management, LLC 0001731260Aug 4, 2025 121$455.1M
PSquared Asset Management AG 0001623624Aug 13, 2025 8$455.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0001639754Jul 31, 2025 60$455.6M
Octagon Capital Advisors LP 0001839435Aug 14, 2025 30$455.6M
Southland Equity Partners LLC 0002006517Jul 14, 2025 236$456.0M
Sterling Investment Advisors, Ltd. 0001701132Jul 17, 2025 182$456.1M
SIG North Trading, ULC 0001868643Aug 14, 2025 77$456.1M
Pettinga Financial Advisors LLC 0001694592Jul 28, 2025 132$456.3M
Drive Wealth Management, LLC 0001952781Jul 30, 2025 346$456.3M
Morse Asset Management, Inc 0001705711Aug 15, 2025 364$456.4M
G2 Investment Partners Management LLC 0001593404Aug 14, 2025 60$456.4M
iSAM Funds (UK) Ltd 0001919867Aug 14, 2025 442$456.4M
Patton Fund Management, Inc. 0001689232Jul 16, 2025 467$456.5M
Marietta Investment Partners LLC 0001114702Aug 12, 2025 155$456.8M
Montag & Caldwell, LLC 0000067698Aug 15, 2025 113$456.8M
Single Point Partners, LLC 0001801184Jul 21, 2025 88$457.3M
Liquid Strategies, LLC 0001774727Jul 29, 2025 7$457.5M
Old Second National Bank of Aurora 0000903783Jul 21, 2025 299$458.0M
Madison Wealth Partners, Inc 0001844424Jul 29, 2025 174$458.2M
Kapitalo Investimentos Ltda 0001798686Jul 14, 2025 116$458.6M
Raub Brock Capital Management LP 0001554656Jul 23, 2025 38$458.9M
Independent Investors Inc. 0001121908Jul 18, 2025 67$459.1M
Technology Crossover Management VIII, Ltd. 0001626282Aug 13, 2025 5$459.6M
Balefire, LLC 0001750924Jul 9, 2025 358$459.7M
Eclectic Associates Inc. 0000743482Jul 17, 2025 124$459.8M
M. Kulyk & Associates, LLC 0001842370Aug 7, 2025 108$460.3M
Bernardo Wealth Planning LLC 0001765595Aug 13, 2025 119$460.6M
Liberty Mutual Group Asset Management Inc. 0001533497Jul 28, 2025 20$460.6M
Renaissance Investment Group LLC 0001509508Jul 9, 2025 78$460.9M
SR One Capital Management, LP 0001910264Aug 14, 2025 13$461.4M
Akuna Securities LLC 0001529090Jul 29, 2025 3$461.9M
Requisite Capital Management, LLC 0001730573Jul 18, 2025 87$462.1M
Ovata Capital Management Ltd 0001724517Aug 6, 2025 45$462.1M
ALM First Financial Advisors, LLC 0001950054Aug 5, 2025 23$462.3M
Whalerock Point Partners, LLC 0001389709Aug 13, 2025 188$462.5M
TrueMark Investments, LLC 0001974457Jul 29, 2025 139$462.7M
Elwood & Goetz Wealth Advisory Group, LLC 0001752758Jul 17, 2025 114$462.7M
First Commonwealth Financial Corp 0000712537Aug 14, 2025 227$463.1M
Intellectus Partners, LLC 0001677253Aug 5, 2025 279$463.1M
United American Securities Inc. (d/b/a UAS Asset Management) 0001349353Aug 13, 2025 15$463.5M
Privium Fund Management B.V. 0001795097Jul 30, 2025 55$463.5M
NBW Capital LLC 0001512901Aug 13, 2025 111$463.6M
Ulysses Management LLC 0001510912Aug 14, 2025 42$463.6M
Eleva Capital SAS 0002054496Aug 5, 2025 33$463.7M
Groupe Bruxelles Lambert 0001179313Jul 29, 2025 1$463.7M
AA Financial Advisors, LLC 0002016899Jul 11, 2025 186$464.1M
BCS Wealth Management 0001798172Jul 15, 2025 263$464.6M
Holderness Investments Co. 0001184820Aug 12, 2025 249$464.9M
Vickerman Investment Advisors, Inc. 0001898296Aug 12, 2025 79$465.3M
Silchester International Investors LLP 0001506409Jul 18, 2025 3$465.4M
San Luis Wealth Advisors LLC 0001844709Jul 17, 2025 139$465.4M
Webs Creek Capital Management LP 0001825309Aug 14, 2025 18$465.6M
Chemistry Wealth Management LLC 0001910183Jul 8, 2025 196$466.2M
Ironwood Financial, llc 0001630360Jul 23, 2025 159$466.3M
V3 Holding Ltd 0001887845Aug 13, 2025 1$466.4M
Jmac Enterprises LLC 0001907294Jul 21, 2025 116$467.1M
Foguth Wealth Management, LLC. 0002016322Jul 22, 2025 139$467.4M
MinichMacGregor Wealth Management, LLC 0001744318Jul 16, 2025 125$467.6M
TBH Global Asset Management, LLC 0001787125Jul 17, 2025 172$467.7M
Kentucky Farm Bureau Mutual Insurance Co 0002131132May 15, 2026 68$468.1M
Cranbrook Wealth Management, LLC 0001599084Jul 15, 2025 400$468.7M
ORG Partners LLC 0001979372Jul 16, 2025 1,555$468.9M
Headinvest, LLC 0001372130Aug 14, 2025 206$469.4M
BCM Advisors, LLC 0001373017Jul 30, 2025 70$469.6M
Satovsky Asset Management LLC 0001807288Aug 13, 2025 64$469.7M
Palo Alto Investors LP 0001306923Aug 14, 2025 45$470.0M
West Paces Advisors Inc. 0002004720Jul 23, 2025 201$470.0M
New World Advisors LLC 0001767724Aug 12, 2025 70$470.2M
Mengis Capital Management, Inc. 0001609674Jul 24, 2025 199$470.7M
Greenfield FTC, Inc. 0001842727Jul 10, 2025 3$470.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0001737090Jul 17, 2025 219$471.0M
WestHill Financial Advisors, Inc. 0001759641Jul 9, 2025 72$471.4M
Seaview Investment Managers LLC 0001832158Aug 13, 2025 133$471.8M
Garden Investment Management, L.P. 0002044217Aug 14, 2025 1$471.9M
Dash Acquisitions Inc. 0001745885Jul 28, 2025 61$471.9M
Mudrick Capital Management, L.P. 0001655183Aug 14, 2025 4$472.6M
Garrett Wealth Advisory Group, LLC 0001729443Aug 12, 2025 114$472.6M
Fulcrum Capital LLC 0001724090Jul 24, 2025 99$472.8M
Pilgrim Global Advisors LLC 0001963918Aug 14, 2025 4$472.8M
Sage Rhino Capital LLC 0001771605Jul 17, 2025 280$472.9M
Rudius Management LP 0001835407Aug 13, 2025 4$472.9M
Milestone Asset Management, LLC 0001964722Aug 5, 2025 201$473.3M
Patten Group, Inc. 0001633207Jul 30, 2025 253$473.4M
Engine Capital Management, LP 0001665590Aug 14, 2025 28$473.4M
Great Diamond Partners, LLC 0001801112Aug 13, 2025 225$473.5M
Richmond Investment Services, LLC 0002031991Aug 12, 2025 207$473.5M
ERn Financial, LLC 0001768302Jul 17, 2025 145$474.0M
Harbour Capital Advisors, LLC 0001682501Jul 11, 2025 287$474.6M
Orrstown Financial Services Inc. 0000826154Jul 11, 2025 141$474.7M
Capco Asset Management, LLC 0001698068Aug 8, 2025 27$475.4M