13F History

ManagerCIKFiledPositions13F Reported Value
Vancity Investment Management Ltd 0001846311May 16, 2025 73$729.5M
Arbor Investment Advisors, LLC 0001590073Apr 25, 2025 113$731.2M
Everhart Financial Group, Inc. 0001852858Apr 16, 2025 328$731.3M
Forest Avenue Capital Management LP 0001944889May 14, 2025 15$732.2M
Invst, LLC 0001867587Jun 3, 2025 271$732.5M
Caliber Wealth Management, LLC / KS 0002067120May 7, 2025 254$732.8M
Mechanics Bank Trust Department 0001439743Apr 9, 2025 217$732.8M
TCG Crossover Management, LLC 0001839948May 14, 2025 38$733.1M
BlueStem Wealth Partners, LLC 0001977465May 7, 2025 103$733.3M
Greatmark Investment Partners, Inc. 0001540944May 1, 2025 141$733.4M
Taikang Asset Management (Hong Kong) Co Ltd 0001755911May 14, 2025 102$733.8M
Monograph Wealth Advisors, LLC 0001776588May 15, 2025 113$734.2M
Howard Financial Services, LTD. 0001768130Apr 7, 2025 183$734.4M
Hendershot Investments Inc. 0001541496May 6, 2025 129$734.7M
Nellore Capital Management LLC 0001846677May 15, 2025 16$734.8M
Focused Wealth Management, Inc 0001586052May 1, 2025 179$735.1M
Cahill Financial Advisors Inc. 0001600327May 15, 2025 266$735.8M
FORM Wealth Advisors, LLC 0002053294Apr 23, 2025 62$736.0M
LaFleur & Godfrey LLC 0001387458Apr 23, 2025 145$737.1M
Tamar Securities, LLC 0001703081May 15, 2025 72$737.1M
Avenir Tech Ltd 0002029708May 15, 2025 21$737.6M
Daido Life Insurance Co. 0001173460May 8, 2025 6$737.6M
Moloney Securities Asset Management, LLC 0001697934Apr 30, 2025 492$739.4M
Triple Frond Partners LLC 0001454502May 14, 2025 10$739.9M
Melqart Asset Management (UK) Ltd 0001712901May 15, 2025 45$740.3M
Beacon Capital Management, LLC 0001921487Apr 21, 2025 1,134$740.5M
Violich Capital Management, Inc. 0001326766May 2, 2025 103$741.2M
GPS Wealth Strategies Group, LLC 0001731837Apr 15, 2025 1,517$741.3M
Signet Financial Management, LLC 0001600307Apr 15, 2025 281$741.3M
Greenwood Capital Associates LLC 0001161822Apr 15, 2025 234$741.5M
Legato Capital Management LLC 0001442641May 6, 2025 563$742.2M
Relyea Zuckerberg Hanson LLC 0001793691Apr 16, 2025 252$742.2M
Insight Wealth Strategies, LLC 0001749914Apr 3, 2025 158$742.7M
HHM Wealth Advisors, LLC 0001750086May 8, 2025 922$742.8M
Tran Capital Management, L.P. 0001009262Apr 15, 2025 65$743.3M
Jackson Square Partners, LLC 0001605911May 12, 2025 55$743.5M
Redhawk Wealth Advisors, Inc. 0001535811Apr 15, 2025 294$743.6M
RTD Financial Advisors, Inc. 0001810555Apr 16, 2025 117$743.9M
Advisors Preferred, LLC 0001598841May 6, 2025 238$744.8M
Ascent Wealth Partners, LLC 0001546865May 2, 2025 166$745.6M
Patriot Financial Group Insurance Agency, LLC 0001694883Apr 14, 2025 488$745.7M
Talon Private Wealth, LLC 0001990467May 15, 2025 174$745.8M
Community Bank, N.A. 0001632187Apr 21, 2025 382$746.0M
Oak Root LLC 0002027377Apr 10, 2025 14$746.1M
Slow Capital, Inc. 0001716984May 2, 2025 111$746.9M
Claro Advisors Inc. 0001764386May 12, 2025 510$747.3M
140 Summer Partners LP 0001820788May 15, 2025 16$747.8M
Grove Bank & Trust 0001662212Apr 17, 2025 846$748.2M
Khrom Capital Management LLC 0001877963May 15, 2025 16$748.4M
Jag Capital Management, LLC 0001080374Apr 24, 2025 129$748.7M
Hartline Investment Corp./ 0000945625Apr 29, 2025 101$749.5M
Nwi Management LP 0001103887May 15, 2025 42$750.3M
Philosophy Capital Management LLC 0001869199May 15, 2025 33$750.5M
NTV Asset Management LLC 0001284208Apr 30, 2025 272$750.7M
Oaktop Capital Management Ii, L.P. 0001550660May 15, 2025 15$750.8M
Rodgers Brothers Inc. 0001397290May 14, 2025 234$751.1M
Occudo Quantitative Strategies LP 0001819697May 15, 2025 627$752.1M
Emerald Advisors, LLC 0001802611Apr 25, 2025 94$752.5M
Ullmann Wealth Partners Group, LLC 0001697725Apr 11, 2025 137$752.6M
Jackson Thornton Wealth Management, LLC 0001903880Apr 29, 2025 101$753.2M
Cat Rock Capital Management LP 0001654648May 15, 2025 15$753.5M
King Street Capital Management, L.P. 0001218199May 15, 2025 12$753.7M
State of Wyoming 0001821626May 14, 2025 1,621$754.3M
Vivo Capital, LLC 0001674712May 12, 2025 40$755.1M
Trust Co. of Toledo NA 0001008937Apr 17, 2025 237$755.4M
Ibex Wealth Advisors 0001686242Apr 15, 2025 122$756.1M
McGowan Group Asset Management, Inc. 0001633227May 15, 2025 124$756.2M
U S Global Investors Inc. 0000754811Apr 24, 2025 136$756.6M
Banc Funds Co. LLC 0001029311May 14, 2025 118$758.5M
Columbus Macro, LLC 0001727269Apr 17, 2025 201$758.6M
Capital Advisors, Ltd. LLC 0001597878Apr 15, 2025 1,508$759.1M
Cooper Financial Group 0001751581May 12, 2025 379$759.2M
Baxter Bros Inc. 0001096783Apr 9, 2025 148$759.2M
JGP Wealth Management, LLC 0001748278Apr 9, 2025 186$759.8M
Eubel Brady & Suttman Asset Management Inc. 0001080382May 12, 2025 91$759.8M
Barlow Wealth Partners, LLC 0001999928Apr 28, 2025 134$761.4M
Evermay Wealth Management LLC 0001066816May 7, 2025 579$761.5M
LVZ, Inc. 0001574408Apr 22, 2025 148$762.0M
Absher Wealth Management, LLC 0001802534Apr 22, 2025 68$762.6M
Sixth Street Partners Management Company, L.P. 0001812095May 13, 2025 20$763.1M
Great Lakes Retirement, Inc. 0001801667Apr 17, 2025 203$763.2M
Cypress Capital Group 0001341748May 12, 2025 202$763.6M
Nalanda India Equity Fund Ltd 0001622904May 9, 2025 2$764.0M
Telemark Asset Management, LLC 0001420816May 12, 2025 47$764.3M
Kora Management LP 0001659815May 15, 2025 8$764.4M
Freedom Together Foundation 0002002798May 15, 2025 22$764.9M
Total Investment Management Inc. 0001068804May 9, 2025 74$765.0M
One Madison Group LLC 0001728278May 15, 2025 29$765.1M
Silicon Valley Capital Partners 0001673633May 28, 2025 247$765.3M
Spirepoint Private Client, LLC 0002022908Apr 23, 2025 214$765.5M
Perseverance Asset Management International 0001802695May 14, 2025 22$765.5M
HCR Wealth Advisors 0001697715Apr 21, 2025 230$768.1M
ICICI Prudential Asset Management Co Ltd 0001697850May 8, 2025 156$768.4M
Tanager Wealth Management LLP 0001892929Apr 24, 2025 116$768.9M
Global Endowment Management, LP 0001512237May 13, 2025 142$769.3M
Leuthold Group, LLC 0001170152May 13, 2025 201$770.1M
Pinkerton Wealth, LLC 0001536446May 2, 2025 102$770.3M
Graham Holdings Co Master Retirement Trust 0001912699May 15, 2025 2$770.4M
Sovran Advisors, LLC 0002051471Apr 25, 2025 455$770.4M
OLP CAPITAL MANAGEMENT Ltd 0001738126May 15, 2025 4$770.4M