13F History

ManagerCIKFiledPositions13F Reported Value
Rowlandmiller & Partners.adv 0000225816Jul 23, 2026 195$548.6M
G2 Investment Partners Management LLC 0001593404Aug 14, 2026 73$548.9M
Harbour Capital Advisors, LLC 0001682501Jul 15, 2026 299$549.1M
Landaas & Co. /Wi 0000913990Jul 21, 2026 149$549.7M
Kickstand Ventures, Llc. 0002000355Jul 30, 2026 154$550.3M
Lead Edge Capital Management, LLC 0001802797Aug 14, 2026 12$550.4M
Prestige Wealth Management Group LLC 0001772715Aug 14, 2026 1,101$550.6M
Ithaka Group LLC 0001484043Aug 11, 2026 40$550.8M
Pacific Ridge Capital Partners, LLC 0001591546Aug 12, 2026 134$551.0M
Cypress Point Investment Management LP 0002058475Aug 13, 2026 33$551.7M
Triumph Capital Management 0001730765Jul 21, 2026 1,861$552.0M
Twinbeech Capital LP 0001769646Aug 14, 2026 352$552.6M
Moller Wealth Partners 0001475271Jul 15, 2026 75$552.8M
Bricktown Capital, LLC 0001934657Jul 15, 2026 28$553.5M
Brasada Capital Management, LP 0001643833Aug 17, 2026 151$554.0M
CM Wealth Advisors LLC 0001764581Aug 10, 2026 194$554.4M
Militia Capital Management LLC 0002130487Aug 12, 2026 242$554.5M
Community Bank & Trust, Waco, Texas 0001654847Aug 4, 2026 168$554.5M
Moment Partners, LLC 0002055889Jul 29, 2026 101$554.9M
BCS Wealth Management 0001798172Jul 16, 2026 270$555.1M
Westchester Capital Management, Inc. 0001390063Jul 23, 2026 46$555.4M
Northwest Bancshares, Inc. 0001471265Aug 14, 2026 175$555.5M
Foresight Group Ltd Liability Partnership 0001943441Jul 27, 2026 62$555.8M
Moody Aldrich Partners LLC 0000936941Jul 15, 2026 175$556.6M
WESPAC Advisors SoCal, LLC 0001668188Jul 16, 2026 118$557.8M
Strong Tower Advisory Services 0001889322Jul 13, 2026 93$557.9M
Wealth Dimensions Group, Ltd. 0001846462Jul 22, 2026 178$558.3M
Frontier Asset Management, LLC 0001910146Aug 6, 2026 90$558.3M
Palidye Holdings (Caymans) Ltd 0002043694Aug 13, 2026 11$558.6M
Investors Research Corp 0001730630Jul 10, 2026 805$558.8M
Noble Family Wealth, LLC 0001976065Aug 4, 2026 74$558.9M
Bleichroeder LP 0001781002Aug 13, 2026 78$558.9M
Soros Capital Management LLC 0001748240Aug 14, 2026 58$559.3M
Opal Capital LLC 0002100122Aug 5, 2026 136$559.7M
University of Illinois Foundation 0001994249Aug 12, 2026 29$559.8M
Okabena Investment Services Inc. 0001157519Aug 4, 2026 145$560.0M
Riggs Asset Managment Co. Inc. 0001601348Jul 29, 2026 132$560.1M
Knighthead Capital Management, LLC 0001512397Aug 14, 2026 4$560.1M
NatWest Group plc 0000844150Aug 10, 2026 48$560.3M
Drive Wealth Management, LLC 0001952781Jul 22, 2026 459$561.0M
Ma Investment Partnership, LP 0001536336Aug 17, 2026 13$561.4M
Leading Edge Financial Planning LLC 0001967205Aug 6, 2026 78$561.6M
Manchester Financial Inc. 0000866590Jul 17, 2026 144$561.6M
Lincoln Capital LLC 0001633862Jul 7, 2026 137$562.0M
Covenant Asset Management, LLC 0001697717Jul 20, 2026 145$562.1M
Ramsay, Stattman, Vela & Price, Inc. 0001541399Aug 4, 2026 84$562.2M
Sachem Hill LLC 0001994333Aug 11, 2026 67$562.5M
Tradewinds Capital Management, LLC 0001616026Jul 24, 2026 715$562.6M
IDG China Capital Fund III Associates L.P. 0001649614Aug 7, 2026 2$564.0M
Affinity Partners GP LP 0002059583Aug 14, 2026 1$565.0M
Lathrop Investment Management Co. 0001124841Aug 10, 2026 89$565.0M
Primavera Capital Management Ltd 0001686305Aug 13, 2026 5$565.1M
BetterWealth, LLC 0001911702Jul 22, 2026 86$565.3M
Legacy Trust 0001772483Jul 31, 2026 210$565.6M
Contravisory Investment Management, Inc. 0001365707Jul 9, 2026 391$566.1M
Clarity Wealth Advisors, LLC 0001767384Jul 24, 2026 116$566.6M
Crossingbridge Advisors, LLC 0001770024Aug 13, 2026 152$567.0M
Insight Advisors, LLC/ PA 0001844880Aug 5, 2026 241$567.3M
Weil Company, Inc. 0001318011Aug 5, 2026 133$567.7M
Horiko Capital Management LLC 0001762718Aug 13, 2026 17$567.8M
Panview Capital Ltd 0002035224Aug 13, 2026 14$568.0M
Single Point Partners, LLC 0001801184Jul 16, 2026 102$568.0M
Chapin Davis, Inc. 0000872098Jul 7, 2026 256$568.6M
Fund 1 Investments, LLC 0001959730Aug 14, 2026 45$568.8M
Mission Creek Capital Partners, Inc. 0001801583Aug 14, 2026 231$568.9M
OCO Capital Partners, L.P. 0001764525Jul 27, 2026 5$569.0M
PCM Encore, LLC 0002109846Aug 11, 2026 459$569.2M
Sanchez Wealth Management Group 0001697740Jul 27, 2026 52$570.7M
Southland Equity Partners LLC 0002006517Jul 13, 2026 306$571.0M
Trust Co of Tennessee 0002025098Jul 30, 2026 8$572.3M
Lynch & Associates 0001108965Jul 13, 2026 129$572.5M
Blue Zone Wealth Advisors, LLC 0001803106Jul 14, 2026 125$572.8M
Serenus Wealth Advisors, LLC 0002053695Aug 5, 2026 75$573.0M
Solidarity Wealth, LLC 0001906613Jul 31, 2026 92$574.2M
M37 Management LP 0002056045Aug 14, 2026 9$574.7M
MSH Capital Advisors LLC 0002056306Aug 11, 2026 320$575.0M
Winslow Asset Management Inc. 0001286534Aug 6, 2026 82$575.1M
Columbia Asset Management 0001585047Jul 21, 2026 168$575.2M
Conrad N. Hilton Foundation 0001729242Aug 14, 2026 2$575.6M
Kozak & Associates, Inc. 0001764970Jul 2, 2026 451$576.1M
HughesLittle Investment Management Ltd. 0002106035Aug 12, 2026 13$577.1M
Flat Footed LLC 0001799456Aug 14, 2026 21$577.3M
Allegiance Financial Group Advisory Services LLC 0001964068Jul 27, 2026 205$577.6M
Intellectus Partners, LLC 0001677253Aug 12, 2026 316$577.8M
Stempoint Capital LP 0001952142Aug 14, 2026 73$577.9M
Professional Financial Advisors, LLC 0001798221Jul 9, 2026 146$578.1M
Rezny Wealth Management, Inc. 0001535859Jul 17, 2026 37$578.6M
Abel Hall, LLC 0002013339Jul 24, 2026 955$578.7M
Call To Action Foundation 0001981942Aug 6, 2026 1$579.0M
Sixth Street Partners Management Company, L.P. 0001812095Aug 14, 2026 7$579.2M
COFG Advisors, LLC 0002104330Aug 14, 2026 319$579.4M
Praetorian Wealth Management, Inc. 0001818940Jul 8, 2026 84$579.6M
McNamara Financial Services, Inc. 0001622431Jul 22, 2026 104$579.7M
Correct Capital Wealth Management 0001844835Aug 4, 2026 108$580.0M
Prosight Management, LP 0001617201Aug 14, 2026 36$580.4M
Cedar Mountain Advisors, LLC 0001798986Jul 2, 2026 1,175$580.7M
Retirement Income Solutions, Inc. 0001730386Aug 3, 2026 172$580.8M
Global Frontier Investments LLC 0001821219Aug 14, 2026 30$581.0M
Cambridge Advisors Inc. 0001633695Jul 16, 2026 183$581.7M
Marietta Investment Partners LLC 0001114702Aug 12, 2026 170$581.7M