13F History

ManagerCIKFiledPositions13F Reported Value
Paradice Investment Management LLC 0001620275Jan 28, 2026 21$513.5M
Accel XI Associates L.L.C. 0001535603Feb 6, 2026 1$513.8M
New Hampshire Trust 0001961742Jan 29, 2026 173$513.9M
Napean Trading & Investment Co (Singapore) PTE Ltd 0002011874Feb 13, 2026 37$514.1M
Rockport Wealth LLC 0002022866Feb 6, 2026 99$514.1M
Greenstone Partners & Co., LLC 0001845565Feb 18, 2026 12$514.4M
Sachem Hill LLC 0001994333Feb 12, 2026 66$514.7M
Marshall Financial Group, LLC 0001841496Jan 9, 2026 288$515.3M
Intrinsic Edge Capital Management LLC 0001671754Feb 12, 2026 78$515.4M
ZEGA Investments, LLC 0002045703Jan 27, 2026 153$515.5M
Periscope Capital Inc. 0001695320Feb 10, 2026 333$515.8M
First Fiduciary Investment Counsel, Inc. 0001072843Jan 30, 2026 71$515.9M
Satovsky Asset Management LLC 0001807288Feb 13, 2026 72$516.0M
Serenus Wealth Advisors, LLC 0002053695Jan 28, 2026 74$516.5M
Financial Security Advisor, Inc. 0001997602Feb 5, 2026 157$516.7M
West Paces Advisors Inc. 0002004720Jan 21, 2026 200$517.0M
Element Pointe Advisors, LLC 0001764059Feb 13, 2026 88$517.3M
Intellectus Partners, LLC 0001677253Feb 10, 2026 285$517.3M
Northwest Bancshares, Inc. 0001471265Feb 13, 2026 174$517.5M
Kozak & Associates, Inc. 0001764970Jan 12, 2026 432$517.6M
Rowlandmiller & Partners.adv 0000225816Feb 12, 2026 196$518.2M
Bedell Frazier Investment Counselling, LLC 0001388142Feb 17, 2026 133$518.3M
Cedar Mountain Advisors, LLC 0001798986Feb 11, 2026 757$518.4M
Sands Capital Alternatives, LLC 0001846444Feb 13, 2026 20$518.5M
Shah Capital Management 0001383838Jan 15, 2026 12$518.5M
Canton Hathaway, LLC 0001755785Jan 21, 2026 279$518.6M
Covenant Asset Management, LLC 0001697717Jan 30, 2026 140$518.9M
Hazelview Securities Inc. 0001705265Feb 17, 2026 42$519.5M
Mattern Wealth Management LLC 0001802376Jan 16, 2026 156$519.5M
Financial Gravity Asset Management, Inc. 0001741736Feb 13, 2026 789$519.5M
Great Diamond Partners, LLC 0001801112Feb 6, 2026 227$519.7M
Alvarez & Marsal Private Wealth Partners, LLC 0002109121Feb 13, 2026 112$520.5M
ESL Trust Services, LLC 0001785545Feb 10, 2026 256$521.0M
Seeds Investor LLC 0002021047Jan 27, 2026 266$521.7M
Talaria Asset Management Pty Ltd 0002026352Feb 17, 2026 11$521.9M
BCM Advisors, LLC 0001373017Jan 26, 2026 73$521.9M
GoalVest Advisory LLC 0001839307Jan 5, 2026 513$522.1M
Kapitalo Investimentos Ltda 0001798686Jan 28, 2026 35$522.4M
Curbstone Financial Management Corp 0001608057Jan 23, 2026 201$522.7M
Blue Zone Wealth Advisors, LLC 0001803106Jan 21, 2026 136$522.9M
Kirr Marbach & Co. LLC 0000764112Jan 26, 2026 58$523.2M
Jmac Enterprises LLC 0001907294Jan 21, 2026 123$523.2M
Dividend Assets Capital, LLC 0001365167Feb 12, 2026 138$523.3M
M. Kulyk & Associates, LLC 0001842370Jan 8, 2026 107$523.3M
TrueMark Investments, LLC 0001974457Jan 14, 2026 240$523.5M
Machina Capital S.A.S. 0001744373Feb 10, 2026 341$523.9M
Prestige Wealth Management Group LLC 0001772715Feb 11, 2026 1,010$524.1M
Heron Bay Capital Management 0001842149Feb 13, 2026 112$524.3M
Okabena Investment Services Inc. 0001157519Feb 13, 2026 143$524.3M
Bernardo Wealth Planning LLC 0001765595Jan 26, 2026 127$524.8M
FFT Wealth Management LLC 0001653199Feb 9, 2026 86$525.0M
Systelligence, LLC 0001882691Jan 22, 2026 52$525.3M
Cambridge Advisors Inc. 0001633695Jan 21, 2026 176$525.3M
Hamilton Wealth, LLC 0001760263Feb 19, 2026 114$525.7M
Whalerock Point Partners, LLC 0001389709Feb 13, 2026 193$525.7M
Waterfront Wealth Inc. 0001775210Jan 27, 2026 273$526.3M
WestHill Financial Advisors, Inc. 0001759641Jan 21, 2026 81$526.4M
Conversant Capital LLC 0001850901Feb 17, 2026 13$526.5M
Curran Financial Partners, LLC 0001843867Jan 22, 2026 129$526.5M
Ashton Thomas Securities, LLC 0000771572Feb 2, 2026 297$526.7M
Virtus Wealth Solutions LLC 0002045870Jan 29, 2026 52$526.8M
TruNorth Capital Management, LLC 0001639695Feb 11, 2026 118$526.9M
Requisite Capital Management, LLC 0001730573Feb 5, 2026 123$527.2M
McNamara Financial Services, Inc. 0001622431Jan 21, 2026 101$527.2M
Conrad Siegel Investment Advisors, Inc. 0001905875Jan 14, 2026 59$527.3M
Pettinga Financial Advisors LLC 0001694592Feb 12, 2026 148$527.3M
Annis Gardner Whiting Capital Advisors, LLC 0001998414Feb 9, 2026 1,209$527.7M
RWC Asset Advisors (us) LLC 0001638081Feb 17, 2026 13$527.9M
West Virginia University Foundation, Inc 0002109379Feb 24, 2026 2$528.0M
Goodman Financial Corp 0001382303Jan 8, 2026 71$528.0M
Lynch & Associates 0001108965Jan 7, 2026 124$528.9M
Broderick Brian C 0001314376Feb 17, 2026 86$529.0M
Rempart Asset Management Inc. 0001844571Jan 12, 2026 35$529.1M
Lafayette Investments, Inc. 0001308377Feb 4, 2026 156$529.1M
Garrett Wealth Advisory Group, LLC 0001729443Feb 4, 2026 119$529.1M
Lodge Hill Capital, LLC 0001598245Feb 17, 2026 22$529.3M
Sage Rhino Capital LLC 0001771605Jan 30, 2026 308$529.4M
Founders Financial Alliance, LLC 0001832190Feb 12, 2026 607$529.8M
Harvest Investment Services, LLC 0001591097Feb 17, 2026 327$530.0M
Milestone Asset Management, LLC 0001964722Jan 28, 2026 212$530.1M
Nut Tree Capital Management, LP 0001661655Feb 17, 2026 9$530.5M
Long Run Wealth Advisors, LLC 0001903296Feb 2, 2026 106$530.7M
Steadview Capital Management LLC 0001844008Feb 6, 2026 11$531.1M
Correct Capital Wealth Management 0001844835Feb 12, 2026 110$531.1M
ShawSpring Partners LLC 0001766908Feb 13, 2026 11$531.1M
Mason & Associates Inc 0001917686Feb 5, 2026 157$531.3M
Unio Capital LLC 0001730565Feb 17, 2026 25$531.5M
ERn Financial, LLC 0001768302Jan 15, 2026 146$531.9M
Finepoint Capital LP 0001608126Feb 13, 2026 7$532.8M
Iowa State Bank 0001546967Jan 6, 2026 120$533.3M
Three Arch Wealth Management LLC 0002109462Feb 13, 2026 59$533.7M
Fourthstone LLC 0001767803Feb 13, 2026 54$534.4M
Orland Properties Ltd 0001550093Feb 17, 2026 9$534.4M
Chemistry Wealth Management LLC 0001910183Jan 6, 2026 200$534.5M
Legacy Trust 0001772483Jan 22, 2026 192$534.7M
Call To Action Foundation 0001981942Feb 5, 2026 1$534.7M
Manchester Financial Inc. 0000866590Feb 12, 2026 136$534.7M
Activest Wealth Management 0001883134Jan 30, 2026 1,121$535.4M
Wedgewood Partners Inc. 0000859804Feb 17, 2026 21$535.5M
Oakwell Private Wealth Management, LLC 0001844024Jan 30, 2026 80$535.7M