13F History

ManagerCIKFiledPositions13F Reported Value
OAKMONT Corp 0000924171Feb 12, 2025 28$571.9M
Hudock, Inc. 0001543536Jan 29, 2025 175$572.6M
Akuna Securities LLC 0001529090Feb 11, 2025 4$573.1M
Financial Advisory Corp 0001813369Feb 26, 2025 40$573.1M
Oarsman Capital, Inc. 0001569667Feb 13, 2025 901$573.2M
Evelyn Partners Investment Management Services Ltd 0002065205Dec 11, 2025 277$573.5M
Yelin Lapidot Holdings Management Ltd. 0001590495Feb 5, 2025 99$574.3M
Newtyn Management, LLC 0001569241Feb 14, 2025 33$574.3M
Gilman Hill Asset Management, LLC 0001551969Jan 16, 2025 219$574.4M
400 Capital Management LLC 0001909739Feb 14, 2025 1$574.6M
North Point Portfolio Managers Corp. 0001105344Jan 22, 2025 69$574.7M
Horizon Wealth Management, LLC 0001815123Jan 13, 2025 102$574.8M
Greystone Financial Group, LLC 0001845302Feb 3, 2025 95$574.9M
James J. Burns & Company, LLC 0001949059Jan 27, 2025 147$575.1M
Matrix Trust Co 0001784277Jan 13, 2025 251$575.4M
Serenus Wealth Advisors, LLC 0002053695Jan 28, 2025 60$575.4M
Front Street Capital Management, Inc. 0001683182Feb 13, 2025 68$575.7M
Joho Capital LLC 0001106500Feb 14, 2025 10$576.3M
Schmidt P J Investment Management Inc. 0001008895Jan 27, 2025 184$576.5M
Montecito Bank & Trust 0001422508Jan 21, 2025 275$577.4M
Kentucky Retirement Systems Insurance Trust Fund 0001584686Jan 31, 2025 459$577.7M
Intellus Advisors LLC 0002055137Feb 11, 2025 118$577.8M
Eagle Strategies LLC 0001907666Feb 14, 2025 215$577.8M
Capital Insight Partners, LLC 0001664385Jan 24, 2025 156$578.5M
King Street Capital Management, L.P. 0001218199Feb 14, 2025 14$578.6M
St. James Investment Company, LLC 0001504492Feb 12, 2025 29$579.0M
SJS Investment Consulting Inc. 0001894302Jan 21, 2025 1,599$579.1M
Mirova 0001767843Feb 13, 2025 129$579.5M
Versor Investments LP 0001650301Feb 5, 2025 725$580.1M
Technology Crossover Management VIII, Ltd. 0001626282Feb 11, 2025 5$581.2M
Towle & Co. 0001224014Feb 14, 2025 52$581.8M
Monarch Alternative Capital LP 0001281084Feb 14, 2025 6$582.6M
CRA Financial Services, LLC 0001765594Jan 31, 2025 267$582.8M
Magnolia Group, LLC 0001618376Feb 10, 2025 10$582.9M
Cannon Financial Strategists, Inc. 0002031123Feb 3, 2025 96$583.3M
JBF Capital, Inc. 0001483864Feb 13, 2025 68$583.4M
Insight Advisors, LLC/ PA 0001844880Jan 27, 2025 283$583.8M
DLD Asset Management, LP 0001578299Feb 12, 2025 52$584.0M
Ironwood Investment Counsel, LLC 0001330463Feb 10, 2025 246$584.4M
Thrive Capital Management, LLC 0001765681Feb 14, 2025 4$584.8M
Kingdon Capital Management, L.L.C. 0001000097Feb 14, 2025 58$585.1M
Embree Financial Group 0002020860Jan 21, 2025 193$585.5M
New England Asset Management Inc. 0001004244Feb 14, 2025 121$585.5M
Masters Capital Management LLC 0001104186Feb 14, 2025 38$586.1M
GABELLI & Co INVESTMENT ADVISERS, INC. 0000932724Feb 13, 2025 250$586.2M
Peninsula Wealth, LLC 0001600052Feb 13, 2025 105$586.7M
Faithward Advisors, LLC 0001695078Feb 13, 2025 253$587.3M
Hoey Investments, Inc. 0001799544Feb 12, 2025 362$587.7M
Octagon Capital Advisors LP 0001839435Feb 14, 2025 31$587.9M
P2 Capital Partners, LLC 0001406313Feb 14, 2025 11$588.8M
Baron Silver Stevens Financial Advisors, LLC 0001851395Jan 17, 2025 127$589.2M
Crestview Partners II GP, L.P. 0001505639Feb 14, 2025 3$590.5M
GR Financial Group, LLC 0002011751Feb 6, 2025 24$591.3M
Kavar Capital Partners Group, LLC 0001841766Jan 22, 2025 175$591.8M
Physician Wealth Advisors, Inc. 0001795173Feb 12, 2025 1,148$591.8M
Sompo Asset Management Co., Ltd. 0001533504Feb 14, 2025 192$592.0M
FCPM III Services B.V. 0002013410Feb 14, 2025 8$592.4M
Allen Mooney & Barnes Investment Advisors LLC 0002001461Jan 14, 2025 149$592.8M
CFM Wealth Partners LLC 0001801097Jan 24, 2025 139$592.9M
Crews Bank & Trust 0002052279Jan 23, 2025 609$593.4M
Disciplina Capital Management LLC 0001993404Feb 12, 2025 73$593.5M
B&D White Capital Company, LLC 0001752523Feb 4, 2025 65$593.5M
Nalanda India Equity Fund Ltd 0001622904Jan 22, 2025 2$593.6M
Glassman Wealth Services 0001642160Feb 5, 2025 175$594.2M
Live Oak Private Wealth LLC 0001799877Jan 28, 2025 184$595.1M
Biltmore Family Office, LLC 0001731123Feb 12, 2025 264$595.5M
Somerville Kurt F 0001215208Feb 13, 2025 94$595.5M
Mudrick Capital Management, L.P. 0001655183Feb 13, 2025 1$595.6M
Market Street Wealth Management Advisors LLC 0001767601Jan 17, 2025 98$595.7M
III Capital Management 0001783139Feb 14, 2025 35$596.0M
ThornTree Capital Partners LP 0001688511Feb 14, 2025 19$596.1M
Praesidium Investment Management Company, LLC 0001320769Feb 14, 2025 12$596.2M
Endurance Services Ltd 0002011025Feb 11, 2025 17$596.9M
Northstar Group, Inc. 0001631408Jan 28, 2025 154$597.1M
Tennessee Valley Asset Management Partners 0001826790Jan 22, 2025 153$597.5M
Evolution Wealth Advisors, LLC 0001763121Jan 17, 2025 143$597.8M
Radnor Capital Management, LLC 0001696867Jan 14, 2025 311$598.4M
Foundation Resource Management Inc. 0001179232Jan 14, 2025 52$598.7M
Pacific Capital Wealth Advisors, Inc. 0001803523Jan 22, 2025 401$598.9M
McGlone Suttner Wealth Management, Inc. 0001964819Jan 21, 2025 176$599.0M
Capital Investment Counsel, LLC 0002033609Jan 23, 2025 118$599.1M
Cohen Capital Management, Inc. 0001508120Feb 4, 2025 150$599.4M
Liberty Wealth Management LLC 0001769302Feb 10, 2025 229$599.9M
TRB Advisors LP 0001513300Feb 11, 2025 8$600.9M
Financial Advisors Network, Inc. 0001697856Feb 14, 2025 188$600.9M
Marathon Trading Investment Management LLC 0001572748Feb 7, 2025 146$601.1M
Eagle Rock Investment Company, LLC 0001911407Jan 15, 2025 151$601.6M
Advisory Research Inc. 0000902584Feb 13, 2025 152$601.7M
Wahed Invest LLC 0001763146Feb 14, 2025 223$601.7M
Nelson Capital Management, LLC 0001512611Feb 5, 2025 107$602.7M
Proffitt & Goodson Inc. 0001123812Feb 5, 2025 255$602.8M
Cadinha & Co. LLC 0000923469Jan 16, 2025 100$602.8M
Glen Eagle Advisors, LLC 0002029317Feb 18, 2025 1,110$602.8M
Buffington Mohr McNeal 0001317829Jan 22, 2025 133$603.1M
Redwood Capital Management, LLC 0001316622Feb 14, 2025 12$603.2M
Avenir Tech Ltd 0002029708Feb 14, 2025 6$603.5M
Portside Wealth Group, LLC 0001978608Apr 14, 2025 407$603.7M
Legacy Financial Advisors, Inc. 0001730810Feb 13, 2025 345$604.9M
Kiltearn Partners LLP 0001582633Feb 12, 2025 31$605.2M
J.P. Marvel Investment Advisors, LLC 0001426755Jan 30, 2025 68$605.9M