13F History

ManagerCIKFiledPositions13F Reported Value
RAM Investment Partners, LLC 0001989672May 4, 2026 121$569.3M
Deeter Investments LLP 0001675711Sep 22, 2026 99$570.3M
Tulsa Wealth Advisors, INC 0002114442May 11, 2026 150$570.4M
XXEC, Inc. 0001828822Apr 24, 2026 23$570.6M
RPTC Inc. 0001714450May 15, 2026 7$570.7M
Black Swift Group, LLC 0001704212Apr 24, 2026 117$571.1M
Marble Wealth, LLC 0002110081May 14, 2026 222$571.4M
McLean Asset Management Corp 0001833140Apr 22, 2026 165$571.6M
Fox Run Management, L.L.C. 0001533457May 12, 2026 856$571.6M
Nordwand Advisors, LLC 0001962713May 7, 2026 150$571.7M
Ironwood Financial, llc 0001630360Apr 16, 2026 168$572.7M
Drucker Wealth 3.0, LLC 0002031642Apr 23, 2026 266$572.8M
Tempo Wealth, LLC 0002112005May 14, 2026 213$573.4M
Intelligence Driven Advisers, LLC 0001819955May 15, 2026 130$573.6M
Periscope Capital Inc. 0001695320May 14, 2026 414$574.2M
Bourgeon Capital Management LLC 0001088731Apr 13, 2026 106$574.2M
Sovereign Financial Group, Inc. 0001846175Apr 17, 2026 362$574.9M
Patten Group, Inc. 0001633207Apr 24, 2026 296$575.3M
Gould Asset Management LLC 0001091961May 6, 2026 171$575.7M
Ellis Investment Partners, LLC 0001765590May 12, 2026 268$576.3M
Deltroit Asset Management (UK) LLP 0002104766May 15, 2026 39$576.5M
Massachusetts Institute of Technology 0000351051May 13, 2026 5$577.0M
Webs Creek Capital Management LP 0001825309May 15, 2026 14$577.5M
Leonard Rickey Investment Advisors P.L.L.C. 0001731447Apr 8, 2026 118$577.9M
Hel Ved Capital Management Ltd 0001840129May 15, 2026 52$578.1M
Bleichroeder LP 0001781002May 14, 2026 81$578.6M
Atmos Capital Gestao DE Recursos Ltda. 0001832439May 15, 2026 15$579.6M
Aegis Financial Corp. 0001140753May 13, 2026 37$580.5M
JB Capital Partners LP 0001138532May 14, 2026 85$580.5M
Gibraltar Capital Management, Inc. 0001625986Apr 13, 2026 124$580.6M
Kesler, Norman & Wride, LLC 0001840455May 6, 2026 245$580.7M
Mengis Capital Management, Inc. 0001609674May 12, 2026 212$581.0M
Advisory Resource Group 0001764968May 15, 2026 172$581.1M
Sphera Funds Management LTD. 0001496201May 15, 2026 92$581.5M
Technology Crossover Management XI, Ltd. 0001977402May 8, 2026 2$581.7M
Tensor Edge Capital, LLC 0002096531Apr 27, 2026 17$581.8M
D L Carlson Investment Group Inc. 0001021117May 13, 2026 135$581.8M
Goodman Financial Corp 0001382303May 6, 2026 77$581.9M
IPG Investment Advisors LLC 0001602237May 12, 2026 242$582.3M
Oak Grove Capital LLC 0001661762May 13, 2026 82$582.3M
CMH Wealth Management LLC 0001657516Apr 13, 2026 113$582.5M
Brickley Wealth Management 0001712533May 5, 2026 60$583.1M
Diversified Management Inc. 0000922372Apr 9, 2026 262$583.2M
Sky Investment Group LLC 0001333792Apr 16, 2026 140$583.4M
Mountain Pacific Investment Advisers LLC 0001067324Apr 16, 2026 141$583.7M
Arcadia Investment Management Corp. 0001016972Apr 22, 2026 366$583.9M
KTF Investments, LLC 0002099997May 4, 2026 91$584.2M
GenWealth Group, Inc. 0001713678May 11, 2026 85$584.5M
Edge Wealth Management LLC 0001567163Apr 21, 2026 85$584.9M
Huntleigh Advisors, Inc. 0001367653Apr 21, 2026 282$584.9M
Capital Group Investment Management Pte. LTD. 0001939970May 13, 2026 140$585.0M
Retirement Income Solutions, Inc. 0001730386May 4, 2026 173$585.1M
Capital Management Corp. 0001074273Apr 23, 2026 71$585.1M
Talos Eurisko Asset Management LP 0002041062May 14, 2026 23$585.3M
Garden Investment Management, L.P. 0002044217May 15, 2026 2$585.6M
Opes Wealth Management LLC 0001766918Apr 29, 2026 141$585.7M
PAX Financial Group, LLC 0001803673Apr 27, 2026 199$586.2M
Brady Martz Wealth Solutions, LLC 0002049470Apr 15, 2026 195$586.9M
Frec Markets, Inc. 0002111359May 14, 2026 644$587.2M
Perennial Advisors, LLC 0001697360Apr 13, 2026 124$587.2M
Premier Financial Group 0001989061May 6, 2026 44$587.3M
Blume Capital Management, Inc. 0001587192May 1, 2026 336$587.3M
Martin & Co. Inc. 0001008868May 14, 2026 101$587.4M
Martel Wealth Advisors LLC 0002039437May 1, 2026 73$587.5M
Canvas Wealth Advisors, LLC 0001858782Apr 28, 2026 240$588.0M
Monarch Alternative Capital LP 0001281084May 15, 2026 7$588.0M
Patton Fund Management, Inc. 0001689232Apr 22, 2026 488$588.7M
West Financial Advisors, LLC 0001843684Apr 8, 2026 193$589.1M
Elwood & Goetz Wealth Advisory Group, LLC 0001752758May 1, 2026 138$589.1M
Ritter Daniher Financial Advisory LLC / DE 0001936603May 6, 2026 590$589.4M
Fourthstone LLC 0001767803May 15, 2026 62$590.0M
Bellwether Advisors, LLC 0001819815May 12, 2026 159$590.2M
Catalyst Funds Management Pty Ltd 0001896150May 11, 2026 584$590.6M
Beck Bode, LLC 0001790548May 7, 2026 92$590.6M
SeaBridge Investment Advisors LLC 0001304229Apr 29, 2026 188$591.1M
Maia Wealth LLC 0002010858May 8, 2026 346$591.1M
Sunriver Management LLC 0001663900May 14, 2026 18$591.3M
Land & Buildings Investment Management, LLC 0001536520May 15, 2026 20$591.4M
MA Private Wealth 0001767474May 7, 2026 86$591.4M
Concord Asset Management, LLC 0002031885May 1, 2026 117$591.8M
12 West Capital Management LP 0001540531May 15, 2026 20$592.4M
Almanack Investment Partners, LLC. 0001680613May 5, 2026 177$592.4M
Columbus Hill Capital Management, L.P. 0001384982May 13, 2026 21$592.5M
Encompass More Asset Management 0002011218Apr 28, 2026 239$592.6M
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 0001474069May 15, 2026 10$593.3M
Endurance Services Ltd 0002011025May 13, 2026 8$593.8M
Prevail Innovative Wealth Advisors, LLC 0001989941Apr 30, 2026 178$594.1M
Schmidt P J Investment Management Inc. 0001008895Apr 29, 2026 212$594.6M
Bornite Capital Management LP 0001800641May 15, 2026 17$594.8M
Pacific Capital Wealth Advisors, Inc. 0001803523Apr 14, 2026 87$595.4M
Laurel Oak Wealth Management, LLC 0002111403Apr 21, 2026 360$595.5M
Balboa Wealth Partners 0001929008Apr 16, 2026 455$596.2M
Te Ahumairangi Investment Management Ltd 0001832237May 15, 2026 86$597.0M
Kingdon Capital Management, L.L.C. 0001000097May 15, 2026 52$597.1M
Orrstown Financial Services Inc. 0000826154Apr 8, 2026 117$597.5M
Estuary Capital Management LP 0001965005May 15, 2026 22$597.7M
Financial Strategies Group, Inc. 0001774343May 8, 2026 101$597.8M
Stanley Capital Management, LLC 0001518934May 12, 2026 40$598.3M
GSK plc 0001131399May 14, 2026 13$599.2M
Beverly Hills Private Wealth, LLC 0001965710May 4, 2026 343$599.7M