13F History

ManagerCIKFiledPositions13F Reported Value
FLC Capital Advisors 0001713697Oct 17, 2025 211$516.3M
TT International Asset Management LTD 0001809187Oct 2, 2025 37$516.4M
Contravisory Investment Management, Inc. 0001365707Oct 9, 2025 365$516.4M
Murchinson Ltd. 0001838556Nov 14, 2025 51$517.0M
Sage Rhino Capital LLC 0001771605Oct 31, 2025 297$517.1M
Al Warda Investments RSC Ltd 0002075444Nov 14, 2025 1$517.6M
Lynch & Associates 0001108965Oct 7, 2025 127$517.9M
Atlas Legacy Advisors, LLC 0002054111Oct 30, 2025 197$517.9M
New Hampshire Trust 0001961742Oct 16, 2025 177$517.9M
Prestige Wealth Management Group LLC 0001772715Feb 20, 2026 996$518.2M
Chemistry Wealth Management LLC 0001910183Oct 20, 2025 202$518.3M
Marietta Investment Partners LLC 0001114702Nov 12, 2025 167$518.7M
Global Frontier Investments LLC 0001821219Nov 18, 2025 23$519.1M
Encompass More Asset Management 0002011218Oct 17, 2025 235$519.5M
Talos Eurisko Asset Management LP 0002041062Nov 12, 2025 20$519.5M
Virtus Wealth Solutions LLC 0002045870Nov 12, 2025 50$519.6M
Independent Investors Inc. 0001121908Oct 30, 2025 70$519.6M
Solel Partners LP 0001790604Nov 14, 2025 19$519.8M
Woodson Capital Management, LP 0001697848Oct 28, 2025 24$519.9M
Blume Capital Management, Inc. 0001587192Nov 6, 2025 350$520.0M
Curbstone Financial Management Corp 0001608057Oct 15, 2025 209$520.1M
Canton Hathaway, LLC 0001755785Oct 23, 2025 272$520.6M
Elwood & Goetz Wealth Advisory Group, LLC 0001752758Oct 28, 2025 133$521.0M
Vertex Planning Partners, LLC 0001942341Nov 18, 2025 200$521.4M
EnCap Partners GP, LLC 0001726182Nov 14, 2025 2$521.6M
Lafayette Investments, Inc. 0001308377Nov 6, 2025 156$522.2M
Maven Securities LTD 0001633046Nov 20, 2025 115$522.5M
Financial Strategies Group, Inc. 0001774343Nov 4, 2025 93$524.6M
Bienville Capital Management, LLC 0001605070Nov 14, 2025 74$524.8M
Battery Management Corp. 0001548594Nov 14, 2025 5$524.8M
Iowa State Bank 0001546967Oct 3, 2025 120$525.3M
Broderick Brian C 0001314376Nov 10, 2025 87$526.5M
Presilium Private Wealth, LLC 0001939831Oct 21, 2025 76$526.6M
Moody Aldrich Partners LLC 0000936941Oct 21, 2025 188$527.2M
Systelligence, LLC 0001882691Nov 13, 2025 53$527.3M
First National Corp. /Ma/ 0000816192Oct 28, 2025 174$527.5M
First National Bank & Trust Co. of Newtown 0001339908Oct 28, 2025 137$527.6M
111 Capital 0002060412Nov 12, 2025 438$527.6M
Strong Tower Advisory Services 0001889322Oct 15, 2025 97$528.0M
Milestone Asset Management, LLC 0001964722Oct 15, 2025 224$528.1M
SMI Advisory Services, LLC 0001609008Oct 6, 2025 56$528.6M
SkyOak Wealth, LLC 0001800379Oct 23, 2025 250$529.4M
Olstein Capital Management, L.P. 0000947996Oct 21, 2025 103$529.6M
Covenant Asset Management, LLC 0001697717Oct 30, 2025 141$529.7M
Studio Investment Management LLC 0001893893Nov 7, 2025 174$529.8M
Stamos Capital Partners, L.P. 0001705399Nov 13, 2025 142$530.1M
Stieven Capital Advisors, L.P. 0001388279Nov 13, 2025 40$530.5M
Founders Financial Alliance, LLC 0001832190Nov 7, 2025 713$530.9M
Hazelview Securities Inc. 0001705265Nov 14, 2025 36$530.9M
Leonard Rickey Investment Advisors P.L.L.C. 0001731447Oct 14, 2025 117$531.1M
Marotta Asset Management 0001802091Oct 16, 2025 109$531.2M
Liberty Capital Management, Inc. 0001366838Nov 6, 2025 177$531.3M
Nalanda India Equity Fund Ltd 0001622904Oct 28, 2025 1$531.5M
Perkins Coie Trust Co 0001513038Oct 9, 2025 307$531.5M
Paragon Capital Management Ltd 0001569765Oct 15, 2025 201$531.6M
Kahn Brothers Group Inc. 0001039565Nov 12, 2025 53$531.8M
Spinnaker Investment Group, LLC 0001911067Oct 10, 2025 157$532.1M
Great Point Wealth Advisors, LLC 0001760304Oct 28, 2025 64$532.2M
Third Avenue Management LLC 0001099281Nov 14, 2025 50$532.7M
Winslow Asset Management Inc. 0001286534Nov 6, 2025 77$532.9M
RAM Investment Partners, LLC 0001989672Nov 3, 2025 103$533.1M
Pier 88 Investment Partners LLC 0001697366Oct 31, 2025 113$533.5M
Kapitalo Investimentos Ltda 0001798686Nov 3, 2025 58$533.5M
Oak Hill Wealth Advisors, LLC 0001964849Oct 30, 2025 148$533.6M
Lincoln Capital LLC 0001633862Nov 5, 2025 124$533.8M
Sovereign Financial Group, Inc. 0001846175Oct 17, 2025 327$534.1M
Columbia Asset Management 0001585047Nov 4, 2025 167$534.3M
Sciencast Management LP 0001653169Nov 12, 2025 251$534.5M
VeraBank, N.A. 0001767297Nov 7, 2025 184$534.9M
Permanent Capital Management, LP 0002054108Oct 17, 2025 151$534.9M
Allegheny Financial Group 0001844148Nov 6, 2025 263$535.2M
Heron Bay Capital Management 0001842149Nov 12, 2025 109$535.8M
GenWealth Group, Inc. 0001713678Nov 14, 2025 75$537.1M
Richmond Investment Services, LLC 0002031991Nov 12, 2025 224$537.4M
LMG Wealth Partners, LLC 0001965772Nov 12, 2025 151$537.8M
McNamara Financial Services, Inc. 0001622431Nov 14, 2025 95$538.1M
America First Investment Advisors, LLC 0001308778Nov 10, 2025 44$538.3M
Gould Asset Management LLC 0001091961Oct 28, 2025 170$538.5M
Palo Alto Investors LP 0001306923Nov 14, 2025 44$540.4M
Investors Research Corp 0001730630Oct 2, 2025 870$540.5M
Pinnbrook Capital Management LP 0001856103Nov 13, 2025 115$540.5M
Rempart Asset Management Inc. 0001844571Oct 27, 2025 35$540.7M
Westover Capital Advisors, LLC 0001483467Nov 6, 2025 217$540.7M
Catalio Capital Management, LP 0001958125Nov 14, 2025 38$540.9M
Key Financial Inc 0001801720Nov 5, 2025 1,459$541.2M
Financial Sense Advisors, Inc. 0001358828Nov 14, 2025 152$541.9M
Twele Capital Management, Inc. 0001411268Oct 16, 2025 39$541.9M
Lathrop Investment Management Co. 0001124841Nov 12, 2025 82$542.2M
Gibson Capital, LLC 0001427372Oct 24, 2025 87$542.2M
Harfst & Associates, Inc. 0001649147Oct 23, 2025 112$542.2M
Correct Capital Wealth Management 0001844835Nov 5, 2025 115$543.0M
O'Neil Global Advisors, Inc. 0001861159Nov 10, 2025 60$543.0M
Finepoint Capital LP 0001608126Nov 13, 2025 7$543.0M
Versor Investments LP 0001650301Nov 6, 2025 606$543.3M
Infinitum Asset Management, LLC 0002058093Nov 14, 2025 20$543.8M
FFT Wealth Management LLC 0001653199Nov 13, 2025 87$544.6M
Steginsky Capital LLC 0001120048Nov 13, 2025 8$544.6M
Eclectic Associates Inc. 0000743482Oct 9, 2025 123$544.7M
Land & Buildings Investment Management, LLC 0001536520Nov 14, 2025 22$544.9M
Wilsey Asset Management Inc. 0001598379Oct 9, 2025 28$545.3M