13F History

ManagerCIKFiledPositions13F Reported Value
West Coast Financial LLC 0001511985Jul 22, 2024 166$844.0M
ICICI Prudential Asset Management Co Ltd 0001697850Jul 23, 2024 161$844.4M
Fort Baker Capital Management LP 0001688382Aug 14, 2024 75$844.6M
Summit Asset Management, LLC 0001509974Aug 5, 2024 156$846.8M
Valiant Capital Management, L.P. 0001452689Aug 14, 2024 24$848.2M
Azzad Asset Management Inc. 0001121914Jul 30, 2024 294$848.5M
Twin Capital Management Inc. 0001059187Aug 14, 2024 280$848.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0001599719Jul 29, 2024 38$848.7M
Isthmus Partners, LLC 0001639666Aug 14, 2024 196$849.2M
Optimus Prime Fund Management Co., Ltd. 0001732539Aug 14, 2024 25$849.2M
Marble Harbor Investment Counsel, LLC 0001387130Aug 9, 2024 204$849.9M
Nadler Financial Group, Inc. 0001541787Jul 22, 2024 112$850.9M
Diversified, LLC 0001841991Jul 24, 2024 232$851.1M
North Peak Capital Management, LLC 0001747888Aug 14, 2024 8$851.4M
CCM Investment Advisers LLC 0000931097Jul 11, 2024 78$851.5M
Navellier & Associates Inc. 0000872163Aug 8, 2024 336$851.7M
Triple Frond Partners LLC 0001454502Aug 14, 2024 11$852.3M
Oxbow Advisors, LLC 0001564770Aug 6, 2024 230$852.4M
Thrive Capital Management, LLC 0001765681Aug 14, 2024 4$852.5M
Stokes Family Office, LLC 0001802278Jul 5, 2024 223$852.8M
Koch Industries LLC 0000923338Aug 9, 2024 8$853.2M
Prospector Partners LLC 0001080380Aug 13, 2024 92$853.3M
Coastline Trust Co 0001324279Jul 15, 2024 245$854.1M
Guardian Wealth Advisors, LLC / NC 0001901403Aug 14, 2024 438$855.1M
Carret Asset Management, LLC 0000791490Aug 1, 2024 276$856.7M
Hilltop Holdings Inc. 0001265131Aug 14, 2024 598$858.0M
CGN Advisors LLC 0001841506Jul 10, 2024 267$859.2M
Darwin Global Management, Ltd. 0001839209Aug 14, 2024 9$859.5M
Verus Financial Partners, Inc. 0001481714Aug 5, 2024 95$860.2M
Middleton & Co. Inc. 0000919497Aug 12, 2024 164$860.7M
Wescott Financial Advisory Group, LLC 0001864880Aug 14, 2024 164$861.0M
Tran Capital Management, L.P. 0001009262Jul 17, 2024 51$862.0M
DDD Partners, LLC 0001729673Aug 1, 2024 94$862.5M
Atika Capital Management LLC 0001599731Aug 13, 2024 75$862.5M
Palo Alto Investors LP 0001306923Aug 14, 2024 39$863.0M
Griffin Asset Management, Inc. 0000883803Jul 23, 2024 213$863.3M
Quinn Opportunity Partners LLC 0001633275Aug 13, 2024 269$863.4M
Goodnow Investment Group, LLC 0001362255Aug 14, 2024 23$864.1M
Zuckerman Investment Group, LLC 0001423296Aug 12, 2024 147$864.8M
Leuthold Group, LLC 0001170152Aug 12, 2024 180$865.2M
GRS Advisors, LLC 0001544554Aug 14, 2024 26$867.1M
Inspire Investing, LLC 0001670139Aug 12, 2024 802$867.6M
Logos Global Management LP 0001792126Aug 27, 2024 51$867.8M
W.G. Shaheen & Associates DBA Whitney & Co 0001577001Jul 30, 2024 122$870.6M
German American Bancorp, Inc. 0000714395Aug 13, 2024 126$870.7M
RMR Wealth Builders 0001803848Jul 23, 2024 250$871.4M
KRYGER CAPITAL Ltd 0001911807Aug 8, 2024 14$871.9M
Bayesian Capital Management, LP 0001632551Aug 14, 2024 682$872.6M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0001620943Jul 29, 2024 315$873.6M
Daido Life Insurance Co. 0001173460Aug 2, 2024 6$873.9M
Graves Light Lenhart Wealth, Inc. 0001759803Aug 14, 2024 182$874.3M
Zazove Associates LLC 0001009012Aug 14, 2024 132$876.7M
Phocas Financial Corp. 0001356783Jul 24, 2024 134$876.8M
Tortoise Investment Management, LLC 0001599511Aug 7, 2025 873$876.8M
L & S Advisors Inc 0001392364Aug 9, 2024 323$877.1M
Beacon Financial Group 0001591379Aug 6, 2024 315$877.5M
Onex Canada Asset Management Inc. 0000905790Aug 14, 2024 110$877.7M
Tremblant Capital Group 0001353312Aug 14, 2024 39$877.9M
Browning West LP 0001825564Aug 14, 2024 2$878.6M
LRI Investments, LLC 0002023325Jul 24, 2024 1,138$878.7M
SeaCrest Wealth Management, LLC 0001728121Jul 22, 2024 613$878.8M
LVM Capital Management Ltd. 0001053054Jul 16, 2024 142$878.8M
HTLF Bank 0002003343Jul 23, 2024 244$878.9M
Willow Creek Wealth Management Inc. 0001632407Jul 25, 2025 149$879.2M
Zweig-DiMenna Associates LLC 0001533950Jul 24, 2024 75$880.6M
Aveo Capital Partners, LLC 0001576584Aug 2, 2024 317$881.8M
TRUE Private Wealth Advisors 0001667074Jul 16, 2024 278$883.2M
Quantum Capital Management, LLC / NJ 0001513125Aug 13, 2024 31$883.8M
Voya Financial Advisors, Inc. 0001424367Aug 14, 2024 228$884.7M
Fairmount Funds Management LLC 0001802528Aug 14, 2024 13$885.1M
Dynamic Technology Lab Private Ltd 0001535387Aug 15, 2024 900$885.4M
Pale Fire Capital SE 0001922318Aug 13, 2024 43$886.8M
Kopernik Global Investors, LLC 0001599814Aug 14, 2024 22$887.2M
CVC Management Holdings II Ltd. 0002023131Nov 14, 2024 4$887.3M
Liberty One Investment Management, LLC 0001807328Jul 22, 2024 181$887.4M
Insigneo Advisory Services, LLC 0001964958Aug 14, 2024 589$888.4M
MV Capital Management, Inc. 0001633366Aug 1, 2024 1,012$889.1M
Magnus Financial Group LLC 0001765216Aug 2, 2024 317$890.2M
Wellspring Financial Advisors, LLC 0001811308Aug 12, 2024 151$890.3M
PrairieView Partners, LLC 0001726673Aug 1, 2024 408$890.7M
Technology Crossover Management VIII, Ltd. 0001626282Aug 12, 2024 6$891.9M
Crewe Advisors LLC 0001730033Jul 29, 2024 936$892.4M
Cat Rock Capital Management LP 0001654648Aug 14, 2024 11$892.6M
MBL Wealth, LLC 0001845785Jul 19, 2024 204$892.8M
Petredis Investment Advisors LLC 0001964544Jul 17, 2024 101$893.4M
Canyon Capital Advisors LLC 0001074034Aug 14, 2024 17$894.6M
Bank of Nova Scotia Trust Co. 0001335382Aug 14, 2024 133$895.5M
Salomon & Ludwin, LLC 0001766156Jul 25, 2024 735$895.9M
Private Capital Advisors, Inc. 0001350780Aug 2, 2024 82$897.9M
Amplius Wealth Advisors, LLC 0001900584Jul 22, 2024 167$898.8M
Knollwood Investment Advisory, LLC 0001999346Aug 14, 2024 350$899.1M
Tower Bridge Advisors 0001278249Jul 24, 2024 185$899.7M
Townsend & Associates, Inc 0001729359Aug 5, 2024 104$901.2M
Telos Capital Management, Inc. 0001567889Aug 1, 2024 192$902.2M
Caldwell Trust Co 0002080218Sep 24, 2025 690$903.6M
Suncoast Equity Management 0001315059Jul 24, 2024 71$903.7M
Quest Investment Management LLC 0001036248Aug 13, 2024 87$904.0M
Avestar Capital, LLC 0001704404Aug 8, 2024 408$904.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0001965756Aug 2, 2024 309$904.7M
Invst, LLC 0001867587Aug 16, 2024 264$906.4M