13F History

ManagerCIKFiledPositions13F Reported Value
Archer Investment Corp 0001803804May 4, 2026 1,247$469.2M
Kraft, Davis & Associates, LLC 0001919438May 1, 2026 151$469.3M
Abel Hall, LLC 0002013339Apr 28, 2026 811$469.5M
CM Wealth Advisors LLC 0001764581May 8, 2026 146$469.5M
Stonebrook Private Inc. 0002008738May 11, 2026 225$469.6M
Uniting Wealth Partners, LLC 0002056414Apr 22, 2026 205$469.7M
Granite Bay Wealth Management, LLC 0001911472May 1, 2026 93$469.9M
Riverpoint Wealth Management Holdings, LLC 0001682733May 4, 2026 62$470.0M
Intel Corp 0000050863May 12, 2026 2$470.0M
WESPAC Advisors SoCal, LLC 0001668188Apr 15, 2026 119$470.2M
RB Capital Management, LLC 0001695582May 15, 2026 186$470.3M
Shulman DeMeo Asset Management LLC 0001767070Apr 9, 2026 140$470.9M
Integrated Investment Consultants, LLC 0001665337Jun 1, 2026 261$471.1M
Sovereign Investment Advisors, LLC 0001908165May 12, 2026 106$472.1M
Bregal Sagemount IV General Partner Jersey Ltd 0002087970May 12, 2026 1$472.4M
MSH Capital Advisors LLC 0002056306May 11, 2026 273$472.5M
Cherry Tree Wealth Management, LLC 0001985414May 5, 2026 582$472.7M
CoreView Capital Management Ltd 0001842785May 15, 2026 5$472.8M
Coyle Financial Counsel LLC 0001593038May 12, 2026 113$472.8M
Pamplona Capital Management, LLC 0001554913May 15, 2026 5$473.1M
F&V Capital Management, LLC 0001569453Apr 27, 2026 59$473.3M
Hedeker Wealth, LLC 0001633910May 11, 2026 87$473.7M
Drive Wealth Management, LLC 0001952781Apr 14, 2026 376$473.9M
Keenan Capital, LLC 0001647363May 15, 2026 9$473.9M
Reverence Capital Partners, L.P. 0001907530May 11, 2026 1$473.9M
Silverlake Wealth Management LLC 0001966026Apr 15, 2026 374$474.0M
Rivermont Capital Management LP 0001965613May 14, 2026 20$474.7M
Poehling Capital Management, INC. 0001730815Apr 21, 2026 153$475.0M
Kickstand Ventures, Llc. 0002000355May 5, 2026 130$475.0M
Newman Dignan & Sheerar, Inc. 0001566493Apr 13, 2026 192$475.0M
Leading Edge Financial Planning LLC 0001967205May 12, 2026 72$475.2M
Accel Leaders 4 Associates L.P. 0001923783May 8, 2026 1$475.3M
Rempart Asset Management Inc. 0001844571Apr 15, 2026 36$475.5M
Devon Energy Corp 0001090012May 13, 2026 1$475.7M
Vickerman Investment Advisors, Inc. 0001898296May 12, 2026 94$475.8M
Churchill Financial Advisors, LLC 0002095935Apr 22, 2026 123$475.8M
Brooklyn FI, LLC 0001916123May 11, 2026 78$475.9M
Crumly & Associates Inc. 0001759578Apr 2, 2026 200$475.9M
Paragon Capital Management Ltd 0001569765Apr 15, 2026 199$476.0M
Twin Tree Management, LP 0001535588May 14, 2026 385$476.2M
Aisling Capital Management LP 0001766721May 5, 2026 13$476.3M
Eagle Health Investments LP 0001842545May 15, 2026 26$476.3M
Jackson Square Capital, LLC 0001812178Apr 13, 2026 129$477.0M
Frontier Asset Management, LLC 0001910146May 6, 2026 91$477.0M
Beacon Harbor Wealth Advisors, Inc. 0001784093Apr 30, 2026 70$477.2M
Medina Value Partners, LLC 0001843543May 14, 2026 30$477.5M
Towneley Capital Management, Inc / DE 0002004980Apr 21, 2026 42$477.8M
Clare Market Investments LLC 0002054098Apr 29, 2026 167$478.0M
Frisch Financial Group, Inc. 0001767730May 5, 2026 167$478.3M
Rossby Financial, LCC 0002056510May 11, 2026 2,257$478.7M
Catalio Capital Management, LP 0001958125May 15, 2026 41$478.7M
RPg Family Wealth Advisory, LLC 0001569884May 14, 2026 140$479.1M
Longfellow Investment Management Co. LLC 0001167487May 12, 2026 243$479.8M
Yelin Lapidot Holdings Management Ltd. 0001590495Apr 22, 2026 83$480.1M
Dash Acquisitions Inc. 0001745885May 8, 2026 68$480.2M
Firestone Capital Management 0001799964May 8, 2026 160$480.3M
Privium Fund Management B.V. 0001795097May 5, 2026 60$480.3M
Benedict Financial Advisors Inc. 0000711089Apr 20, 2026 133$480.5M
Hourglass Capital, LLC 0001442573May 4, 2026 130$480.5M
TB Alternative Assets Ltd. 0001483503Apr 16, 2026 36$481.1M
Northwest Quadrant Wealth Management, LLC 0001697767May 11, 2026 67$481.1M
Morse Asset Management, Inc 0001705711May 14, 2026 403$481.1M
Evernest Financial Advisors, LLC 0002009530May 4, 2026 180$481.4M
Schwarz Dygos Wheeler Investment Advisors LLC 0001794153May 8, 2026 173$481.8M
Ithaka Group LLC 0001484043May 12, 2026 38$481.9M
McRae Capital Management Inc. 0000320376May 14, 2026 105$482.1M
Bridgewealth Advisory Group, LLC 0001801982May 15, 2026 135$482.1M
Net Worth Advisory Group 0001791998May 5, 2026 436$482.4M
OLP CAPITAL MANAGEMENT Ltd 0001738126May 19, 2026 5$482.4M
BOCHK Asset Management Ltd 0002010854May 6, 2026 117$483.3M
Basecamp Wealth Advisors LLC 0002115254Jun 24, 2026 2,015$483.3M
Montis Financial, LLC 0001844314May 11, 2026 150$483.5M
Lantz Financial LLC 0001766883Apr 9, 2026 239$483.7M
Mascoma Wealth Management LLC 0001695664Apr 30, 2026 515$483.8M
Avion Wealth 0001792704May 1, 2026 1,553$483.8M
Old Second National Bank of Aurora 0000903783Apr 21, 2026 280$483.9M
Crusonia Wealth Advisors LLC 0002112003May 12, 2026 192$484.3M
Wedgewood Partners Inc. 0000859804May 15, 2026 22$484.3M
Noble Family Wealth, LLC 0001976065Apr 23, 2026 76$484.4M
Golden Reserve Retirement LLC 0002066488Apr 20, 2026 104$484.7M
Silverback Asset Management LLC 0001278960May 21, 2026 45$485.2M
Legacy Capital Wealth Partners, LLC 0001766228May 15, 2026 385$485.4M
Stordahl Capital Management, Inc. 0001729093Apr 15, 2026 63$485.5M
Riggs Asset Managment Co. Inc. 0001601348May 12, 2026 127$485.7M
Clarity Wealth Advisors, LLC 0001767384Apr 24, 2026 107$485.9M
PCM Encore, LLC 0002109846May 12, 2026 445$486.1M
Summit Creek Advisors LLC 0001333709May 6, 2026 65$486.8M
Aljian Capital Management, LLC 0001731260Apr 29, 2026 131$486.8M
University of Illinois Foundation 0001994249May 14, 2026 31$487.4M
Headinvest, LLC 0001372130May 15, 2026 225$487.5M
Beacon Bank & Trust 0001831984Apr 28, 2026 157$487.7M
Covenant Asset Management, LLC 0001697717Apr 14, 2026 141$487.8M
Kendall Capital Management 0001731372Apr 24, 2026 231$488.0M
Ackerman Capital Advisors, LLC 0001699506May 5, 2026 114$488.0M
Rosenberg Matthew Hamilton 0001812103Apr 7, 2026 799$488.0M
Contravisory Investment Management, Inc. 0001365707Apr 20, 2026 366$488.1M
AIGH Capital Management LLC 0001835943Apr 30, 2026 40$488.3M
Keudell/Morrison Wealth Management 0001785498Apr 20, 2026 245$489.0M
Exane Asset Management 0001666256Apr 29, 2026 32$489.2M
Ayalon Insurance Comp Ltd. 0001642216Apr 13, 2026 61$489.6M