13F History

ManagerCIKFiledPositions13F Reported Value
SOA Wealth Advisors, LLC. 0001849444Feb 6, 2025 872$542.9M
Poplar Forest Capital LLC 0001454949Feb 5, 2025 54$543.5M
Private Portfolio Partners LLC 0001766520Feb 12, 2025 299$543.9M
Strategic Planning Group, LLC 0001875525Jan 23, 2025 80$544.2M
Alibaba Group Holding Ltd 0001577552Feb 14, 2025 4$544.4M
Stablepoint Partners, LLC 0002011237Jan 21, 2025 241$544.8M
Amarillo National Bank 0001053013Jan 30, 2025 86$544.8M
B & T Capital Management DBA Alpha Capital Management 0001450935Jan 15, 2025 114$545.6M
Pettyjohn, Wood & White, Inc. 0001128213Feb 5, 2025 195$545.6M
Sky Investment Group LLC 0001333792Jan 16, 2025 137$546.3M
Well Done, LLC 0001667132Jan 17, 2025 178$546.4M
Engine Capital Management, LP 0001665590Feb 14, 2025 36$546.8M
Strategic Global Advisors, LLC 0001580212Feb 14, 2025 134$547.0M
Blue Grotto Capital, LLC 0001764725Feb 12, 2025 27$547.2M
Pilgrim Global Advisors LLC 0001963918Feb 14, 2025 4$547.3M
Beck Bode, LLC 0001790548Feb 14, 2025 108$547.5M
Lebenthal Global Advisors, LLC 0001845766Jan 22, 2025 189$547.5M
Obsidian Cio, LLC 0001843581Feb 11, 2025 168$547.6M
Hazelview Securities Inc. 0001705265Feb 14, 2025 27$548.1M
Capital Advantage, Inc. 0001628896Feb 14, 2025 135$548.8M
Bell Asset Management Ltd 0001681004Feb 13, 2025 64$549.1M
Chescapmanager LLC 0001697162Feb 14, 2025 24$549.5M
United Capital Management of KS, Inc. 0001753219Feb 10, 2025 88$549.6M
Geometric Wealth Advisors 0001900576Feb 7, 2025 68$549.8M
Hexagon Capital Partners LLC 0001831542Feb 7, 2025 1,838$550.3M
Fox Run Management, L.L.C. 0001533457Feb 11, 2025 828$550.7M
FRG Family Wealth Advisors LLC 0001893327Feb 13, 2025 145$550.9M
Mirador Capital Partners LP 0001633446Jan 15, 2025 196$551.6M
Two Sigma Securities, LLC 0001450144Feb 14, 2025 1,356$551.9M
DSG Capital Advisors, LLC 0002060765Mar 19, 2025 122$552.0M
Elk River Wealth Management LLC 0001844107Feb 3, 2025 99$552.3M
Strategic Advisors LLC 0001569119Jan 31, 2025 193$553.0M
Oliver Luxxe Assets LLC 0001666239Jan 21, 2025 182$553.2M
Lifeworks Advisors, LLC 0001882132Feb 7, 2025 305$553.9M
Hamilton Point Investment Advisors, LLC 0001599746Jan 23, 2025 159$554.3M
Occudo Quantitative Strategies LP 0001819697Feb 14, 2025 654$554.7M
Peterson Wealth Advisors, LLC 0001713558Jan 17, 2025 83$554.9M
O'Brien Wealth Partners LLC 0001689874Jan 28, 2025 67$554.9M
Permian Investment Partners, LP 0001472850Feb 14, 2025 5$555.2M
Kelman-Lazarov, Inc. 0001672067Feb 13, 2025 109$555.5M
Thrive Wealth Management, LLC 0001847610Jan 16, 2025 196$556.1M
Essex Investment Management Co. LLC 0000201772Feb 7, 2025 307$556.1M
MJP Associates Inc. 0000715113Feb 14, 2025 229$556.6M
Kemnay Advisory Services Inc. 0001555283Feb 14, 2025 24$556.8M
Ursa Fund Management, LLC 0001693838Feb 14, 2025 11$556.8M
Valley National Advisers Inc. 0000773411Jan 24, 2025 769$556.9M
Sirios Capital Management L P 0001104883Feb 14, 2025 62$557.1M
Global IMC LLC 0001741619Feb 13, 2025 121$557.4M
Capital Management Corp. 0001074273Feb 7, 2025 77$557.7M
High Probability Advisors, LLC 0002039415Jan 17, 2025 55$557.8M
First Turn Management, LLC 0001993440Feb 14, 2025 36$558.3M
PAX Financial Group, LLC 0001803673Feb 12, 2025 227$558.8M
LM Advisors LLC 0002011314Feb 26, 2025 186$558.9M
Ellenbecker Investment Group 0001731497Jan 13, 2025 112$559.2M
Walter Public Investments Inc. 0001925251Feb 5, 2025 43$559.2M
Bellwether Advisors, LLC 0001819815Feb 14, 2025 514$559.2M
Semper Augustus Investments 0001115373Feb 14, 2025 37$559.5M
D L Carlson Investment Group Inc. 0001021117Feb 12, 2025 147$561.1M
Mraz, Amerine & Associates, Inc. 0001542324Jul 24, 2025 166$561.3M
Leelyn Smith, LLC 0001777817Feb 10, 2025 134$561.4M
Capital Advisors Wealth Management, LLC 0001824700Jan 15, 2025 173$561.7M
Stieven Capital Advisors, L.P. 0001388279Jan 30, 2025 49$561.8M
Horst & Graben Wealth Management LLC 0001818207Jan 24, 2025 155$561.9M
Tyler-Stone Wealth Management 0001912584Feb 12, 2025 322$562.2M
Asset Management Group, Inc. 0001511550Feb 14, 2025 132$562.4M
Gries Financial LLC 0001049662Jan 23, 2025 276$563.0M
Brasada Capital Management, LP 0001643833Feb 14, 2025 129$563.1M
Human Investing LLC 0001767513Jan 31, 2025 329$563.9M
Pinpoint Asset Management Ltd 0001803237Feb 13, 2025 88$564.2M
Affinity Wealth Management LLC 0000810672Jan 21, 2025 99$564.3M
Arthur M. Cohen & Associates, LLC 0001692252Jan 15, 2025 135$564.4M
American Investment Services, Inc. 0001369913Mar 3, 2025 157$565.0M
CHICAGO TRUST Co NA 0001601539Jan 13, 2025 360$565.0M
Wellington Shields Capital Management, LLC 0001506071Feb 10, 2025 306$565.4M
Shannon River Fund Management LLC 0001301050Feb 13, 2025 17$565.7M
Bellecapital International Ltd. 0001600152Feb 6, 2025 150$566.2M
Sava Infond d.o.o. 0002055882Feb 12, 2025 211$566.2M
IAG Wealth Partners, LLC 0001827261Feb 10, 2025 507$566.9M
Aigen Investment Management, LP 0001741224Feb 6, 2025 697$567.2M
Cigna Investments Inc. 0000049969Jan 29, 2025 456$567.8M
Klaas Financial Asset Advisors, LLC 0001819279Jan 22, 2025 46$567.8M
Golden Unicorn (BVI) Ltd 0002078724Aug 14, 2025 3$568.2M
Howard Hughes Medical Institute 0000810386Feb 14, 2025 2$568.4M
Olstein Capital Management, L.P. 0000947996Jan 21, 2025 98$568.5M
Abacus Planning Group, Inc. 0001602730Feb 3, 2025 223$568.6M
GC Wealth Management RIA, LLC 0002011169Feb 7, 2025 289$569.0M
Gleason Group, Inc. 0001822632Jan 13, 2025 196$569.0M
White Lighthouse Investment Management Inc. 0001727593Feb 4, 2025 133$569.2M
Summit Asset Management, LLC 0001509974Feb 4, 2025 161$569.2M
CFO4Life Group, LLC 0001706351Feb 10, 2025 219$569.2M
Robotti Robert 0001105838Feb 12, 2025 64$569.8M
Founders Capital Management, LLC 0001585828Jan 24, 2025 73$570.3M
Crane Advisory, LLC 0001951283Jan 14, 2025 44$570.5M
Polymer Capital Management (HK) LTD 0001970465Feb 13, 2025 167$570.8M
Carronade Capital Management, LP 0001866872Aug 19, 2025 28$570.9M
Mitchell Capital Management Co. 0001080351Feb 5, 2025 107$571.0M
Dow Chemical Co. 0000029915Feb 13, 2025 4$571.1M
Opaleye Management Inc. 0001595855Feb 14, 2025 39$571.4M
JAT Capital Mgmt LP 0001834438Feb 14, 2025 36$571.4M
Value Holdings Management Co. LLC 0001695658Jan 15, 2025 34$571.7M