13F History

ManagerCIKFiledPositions13F Reported Value
Carolinas Wealth Consulting LLC 0001803425Aug 14, 2025 1,012$464.9M
Deltec Asset Management LLC 0001269950Apr 22, 2025 164$465.3M
Cadinha & Co. LLC 0000923469Apr 4, 2025 99$465.4M
First Fiduciary Investment Counsel, Inc. 0001072843Apr 25, 2025 68$466.1M
Mountain Capital Investment Advisors Inc. 0001714506Apr 28, 2025 63$466.3M
Ironwood Financial, llc 0001630360Apr 15, 2025 160$466.3M
Galaxy Group Investments LLC 0001912562Mar 24, 2026 14$466.4M
Anchor @ 65 Pte. Ltd. 0001993962May 15, 2025 2$466.8M
Call To Action Foundation 0001981942May 13, 2025 1$466.8M
Prestige Wealth Management Group LLC 0001772715Feb 20, 2026 1,009$467.8M
Golden Unicorn (BVI) Ltd 0002078724Aug 14, 2025 3$467.9M
Schnieders Capital Management LLC 0001603937May 9, 2025 203$468.0M
Citizens National Bank Trust Department 0001806425Apr 25, 2025 400$468.1M
Impact Partnership Wealth, LLC 0001984555May 5, 2025 258$468.3M
Regents of the University of California 0000315054May 13, 2025 7$468.4M
Milestone Asset Management, LLC 0001964722Apr 9, 2025 208$468.8M
Fort Baker Capital Management LP 0001688382May 15, 2025 53$469.2M
Westside Investment Management, Inc. 0001538383Apr 25, 2025 980$469.4M
Technology Crossover Management VIII, Ltd. 0001626282May 9, 2025 6$469.8M
Bearing Point Capital, LLC 0002052916May 7, 2025 160$470.1M
Mak Capital One LLC 0001385702May 15, 2025 8$470.2M
Altiora Financial Group, LLC 0001986156May 8, 2025 91$470.3M
Gallatin Point Capital LLC 0001708030May 1, 2025 2$470.5M
Iowa State Bank 0001546967Apr 9, 2025 119$471.0M
Independent Investors Inc. 0001121908May 1, 2025 70$471.3M
Twele Capital Management, Inc. 0001411268Apr 10, 2025 39$471.6M
Arlington Trust Co LLC 0001997685Apr 28, 2025 615$471.7M
Act Two Investors LLC 0001766907May 12, 2025 41$471.8M
Oak Hill Advisors LP 0001164688May 15, 2025 14$472.0M
Masters Capital Management LLC 0001104186May 15, 2025 39$472.1M
Clark Estates Inc. 0001056466May 8, 2025 94$472.3M
Te Ahumairangi Investment Management Ltd 0001832237May 15, 2025 84$472.5M
Land & Buildings Investment Management, LLC 0001536520May 15, 2025 20$472.6M
Lafayette Investments, Inc. 0001308377Apr 24, 2025 146$472.8M
North Growth Management Ltd. 0001745796Apr 22, 2025 47$473.7M
America First Investment Advisors, LLC 0001308778May 14, 2025 42$474.1M
Columbus Hill Capital Management, L.P. 0001384982May 14, 2025 24$474.2M
McRae Capital Management Inc. 0000320376May 13, 2025 94$474.4M
Curbstone Financial Management Corp 0001608057Apr 15, 2025 192$474.5M
Bright Rock Capital Management, LLC 0001509973Apr 16, 2025 76$474.7M
Contravisory Investment Management, Inc. 0001365707Apr 10, 2025 373$474.8M
Burling Wealth Partners, LLC 0002054946May 2, 2025 165$475.0M
Aire Advisors, LLC 0001908177May 5, 2025 155$475.0M
Gibson Capital, LLC 0001427372Apr 15, 2025 78$475.0M
Rowlandmiller & Partners.adv 0000225816Apr 15, 2025 185$475.2M
Summit X, LLC 0001697729May 2, 2025 240$475.7M
First National Bank & Trust Co. of Newtown 0001339908Apr 30, 2025 133$475.7M
Heron Bay Capital Management 0001842149May 13, 2025 116$475.7M
Atmos Capital Gestao DE Recursos Ltda. 0001832439May 16, 2025 12$476.0M
Brass Tax Wealth Management, Inc. 0002002603Apr 29, 2025 215$476.1M
Qalhat Capital Ltd 0001884252May 15, 2025 4$476.2M
JB Capital Partners LP 0001138532May 14, 2025 79$476.4M
Drexel Morgan & Co. 0001508512May 8, 2025 54$476.5M
Intrinsic Edge Capital Management LLC 0001671754May 12, 2025 54$477.0M
Creekmur Asset Management LLC 0002013091May 5, 2025 785$477.1M
Trifecta Capital Advisors, LLC 0001962615Apr 21, 2025 413$477.2M
Abundance Wealth Counselors 0001767080Apr 21, 2025 151$477.6M
Moody Aldrich Partners LLC 0000936941Apr 29, 2025 168$477.6M
Retirement Income Solutions, Inc. 0001730386May 6, 2025 146$477.9M
FFT Wealth Management LLC 0001653199May 15, 2025 97$478.1M
Woodard & Co. Asset Management Group Inc. 0000771118May 7, 2025 140$478.6M
Trust Co of the South 0002008165Apr 1, 2025 121$478.6M
Silverarc Capital Management, LLC 0001816307May 14, 2025 67$478.6M
Bellwether Advisors, LLC 0001819815May 7, 2025 514$478.7M
Lincoln Capital LLC 0001633862May 13, 2025 117$478.9M
Iat Reinsurance Co. LTD. 0001633625May 7, 2025 76$479.0M
Mengis Capital Management, Inc. 0001609674May 8, 2025 190$479.0M
SOA Wealth Advisors, LLC. 0001849444Apr 14, 2025 882$479.0M
IFC Advisors LLC 0002053348May 1, 2025 164$479.1M
Caligan Partners LP 0001727492May 15, 2025 16$479.2M
Essex Investment Management Co. LLC 0000201772May 7, 2025 303$479.4M
HughesLittle Investment Management Ltd. 0002106035Mar 20, 2026 17$479.6M
Austin Asset Management Co Inc 0001902024Apr 23, 2025 81$480.1M
Robert Wood Johnson Foundation 0000315157Apr 28, 2025 2$480.3M
Chescapmanager LLC 0001697162May 15, 2025 22$480.3M
Ramirez Asset Management, Inc. 0001992110May 7, 2025 378$480.7M
Providence Capital Advisors, LLC 0001730814May 13, 2025 125$481.2M
Warwick Investment Management, Inc. 0001931041May 14, 2025 111$481.4M
Brickley Wealth Management 0001712533Apr 29, 2025 45$482.1M
Wealth Alliance Advisory Group, LLC 0001735734Apr 10, 2025 196$482.3M
Kingdon Capital Management, L.L.C. 0001000097May 15, 2025 54$482.7M
Standard General L.P. 0001409888May 15, 2025 3$483.2M
Mitchell McLeod Pugh & Williams Inc. 0001632105May 1, 2025 268$483.5M
Ellis Investment Partners, LLC 0001765590Apr 22, 2025 234$483.7M
Studio Investment Management LLC 0001893893May 14, 2025 320$483.8M
United Capital Management of KS, Inc. 0001753219May 13, 2025 92$484.1M
Matthews International Capital Management LLC 0001028074Apr 21, 2025 37$484.4M
Hartford Financial Management Inc. 0001352526Apr 21, 2025 359$484.4M
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0002011081May 6, 2025 54$484.6M
Rempart Asset Management Inc. 0001844571Apr 2, 2025 34$484.6M
Portfolio Design Labs, LLC 0002010278May 14, 2025 190$484.7M
Avidity Partners Management LP 0001791827May 15, 2025 63$484.9M
Gould Asset Management LLC 0001091961May 1, 2025 161$484.9M
Strategy Asset Managers LLC 0001166716May 9, 2025 242$485.1M
Titan Global Capital Management USA LLC 0001845930May 14, 2025 58$485.2M
Corrigan Financial, Inc. 0001990951Apr 15, 2025 44$485.4M
H Partners Management, LLC 0001364412May 15, 2025 2$485.5M
Speece Thorson Capital Group Inc. 0000900169May 1, 2025 42$485.6M
Lone Peak Global Investors LLC 0001730467May 14, 2025 45$486.1M
L2 Asset Management, LLC 0001686988May 15, 2025 273$486.5M