13F History

ManagerCIKFiledPositions13F Reported Value
Vancity Investment Management Ltd 0001846311Aug 14, 2025 71$791.8M
Red Cedar Investment Management, LLC 0001734398Aug 8, 2025 81$792.1M
ShawSpring Partners LLC 0001766908Aug 14, 2025 10$792.4M
Rodgers Brothers Inc. 0001397290Aug 14, 2025 237$792.5M
Newbrook Capital Advisors LP 0001389875Aug 14, 2025 22$793.5M
McGowan Group Asset Management, Inc. 0001633227Aug 13, 2025 125$793.7M
Cat Rock Capital Management LP 0001654648Aug 14, 2025 15$793.8M
Philosophy Capital Management LLC 0001869199Aug 14, 2025 33$794.1M
Signet Financial Management, LLC 0001600307Jul 15, 2025 285$796.1M
Greatmark Investment Partners, Inc. 0001540944Jul 30, 2025 145$796.6M
CPC Advisors, LLC 0001805250Jul 18, 2025 184$796.8M
Redhawk Wealth Advisors, Inc. 0001535811Jul 10, 2025 324$797.5M
Oak Harvest Investment Services 0001839430Aug 8, 2025 165$798.2M
Bain Capital Life Sciences Investors, LLC 0001703031Aug 14, 2025 23$799.3M
LaFleur & Godfrey LLC 0001387458Jul 14, 2025 146$800.7M
Sendero Wealth Management, LLC 0001639375Jul 31, 2025 188$801.6M
Grove Bank & Trust 0001662212Jul 11, 2025 852$801.8M
Invst, LLC 0001867587Oct 16, 2025 297$802.6M
ICICI Prudential Asset Management Co Ltd 0001697850Aug 11, 2025 156$802.7M
Cypress Capital Group 0001341748Jul 25, 2025 225$803.6M
Greenwood Capital Associates LLC 0001161822Jul 21, 2025 249$803.9M
RPG Investment Advisory, LLC 0001666664Aug 12, 2025 85$803.9M
River Wealth Advisors LLC 0001642570Aug 13, 2025 202$804.5M
Savoie Capital LLC 0002001471Aug 14, 2025 92$804.6M
Cahill Financial Advisors Inc. 0001600327Aug 7, 2025 273$805.7M
Absher Wealth Management, LLC 0001802534Jul 23, 2025 70$806.9M
Navellier & Associates Inc. 0000872163Aug 7, 2025 307$807.4M
Oak Root LLC 0002027377Jul 15, 2025 11$807.5M
Absolute Investment Advisers, LLC 0001316187Jul 15, 2025 115$808.4M
Morgan Stanley Institutional Investment Advisors LLC 0002026079Aug 14, 2025 3$808.4M
Romano Brothers and Company 0000200648Jul 22, 2025 308$808.8M
Moloney Securities Asset Management, LLC 0001697934Jul 31, 2025 503$808.9M
Professional Advisory Services Inc. 0000894205Jul 11, 2025 84$809.3M
Minneapolis Portfolio Management Group, LLC 0001317253Aug 7, 2025 29$809.3M
Ascent Wealth Partners, LLC 0001546865Aug 12, 2025 174$810.4M
Capital Advisors, Ltd. LLC 0001597878Jul 24, 2025 1,531$810.5M
Two Sigma Securities, LLC 0001450144Aug 14, 2025 1,437$810.7M
Monograph Wealth Advisors, LLC 0001776588Aug 14, 2025 125$811.0M
HBW Advisory Services LLC 0001790525Jul 2, 2025 398$811.1M
CloudAlpha Capital Management Limited/Hong Kong 0001745907Aug 6, 2025 39$811.1M
Alta Park Capital, LP 0001621855Aug 14, 2025 31$811.1M
Westerkirk Capital Inc. 0002080423Aug 13, 2025 231$811.3M
Naviter Wealth, LLC 0001855567Jul 28, 2025 273$812.1M
Evermay Wealth Management LLC 0001066816Jul 30, 2025 573$812.5M
Symmetry Partners, LLC 0001697493Jul 17, 2025 148$812.7M
LCC Family Corp. 0002080628Aug 14, 2025 1$813.3M
Kora Management LP 0001659815Aug 14, 2025 6$813.7M
BlueStem Wealth Partners, LLC 0001977465Aug 12, 2025 119$813.9M
Teamwork Financial Advisors, LLC 0001629931Jul 7, 2025 168$814.9M
Slow Capital, Inc. 0001716984Jul 23, 2025 117$816.5M
Freedom Together Foundation 0002002798Aug 13, 2025 2$816.5M
Fiducient Advisors LLC 0001729866Aug 12, 2025 153$817.0M
Columbus Macro, LLC 0001727269Jul 23, 2025 208$817.2M
Baxter Bros Inc. 0001096783Jul 24, 2025 151$817.6M
State of Wyoming 0001821626Aug 19, 2025 1,829$818.4M
Scopia Capital Management LP 0001279150Aug 14, 2025 32$818.6M
Atlas Capital Advisors Inc. 0001434165Aug 12, 2025 922$818.7M
Focused Wealth Management, Inc 0001586052Jul 15, 2025 181$819.4M
Cannae Holdings, Inc. 0001704720Jul 10, 2025 5$820.0M
Onex Canada Asset Management Inc. 0000905790Aug 14, 2025 118$820.0M
Private Capital Advisors, Inc. 0001350780Jul 30, 2025 82$820.9M
Golden State Wealth Management, LLC 0001776033Aug 6, 2025 1,569$821.8M
KWB Wealth 0001822236Jul 17, 2025 156$822.9M
Tamar Securities, LLC 0001703081Aug 11, 2025 73$823.1M
Burns J W & Co. Inc. 0001047339Jul 10, 2025 184$823.8M
JGP Wealth Management, LLC 0001748278Jul 28, 2025 201$825.2M
Alley Investment Management Company, LLC 0001917618Jul 18, 2025 85$826.2M
FORM Wealth Advisors, LLC 0002053294Jul 16, 2025 64$826.5M
Pembroke Management, LTD 0001063497Aug 7, 2025 78$826.7M
Passaic Partners LLC 0001905809Aug 8, 2025 10$826.8M
WealthShield Partners, LLC 0001729303Aug 8, 2025 554$827.3M
Baldwin Investment Management, LLC 0001346378Aug 11, 2025 209$828.4M
Tensile Capital Management LP 0001598843Aug 14, 2025 21$828.5M
Blue Grotto Capital, LLC 0001764725Aug 14, 2025 26$828.5M
Infrastructure Capital Advisors, LLC 0001621802Aug 14, 2025 130$829.5M
Grandeur Peak Global Advisors, LLC 0001569137Aug 13, 2025 104$829.9M
Continuum Advisory, LLC 0001846532Aug 13, 2025 420$830.7M
MMCAP International Inc. SPC 0001304857Aug 6, 2025 144$831.4M
Cascade Financial Partners, LLC 0002021208Aug 7, 2025 259$831.9M
Mattern Capital Management, LLC 0001803227Jul 21, 2025 170$832.4M
Seven Grand Managers, LLC 0001909126Aug 13, 2025 62$833.8M
LVZ, Inc. 0001574408Jul 15, 2025 156$834.0M
Mark Asset Management LP 0000860176Aug 14, 2025 44$835.1M
Headlands Technologies LLC 0001570271Aug 14, 2025 1,142$835.2M
Opus Capital Group, LLC 0001330325Jul 31, 2025 127$835.2M
United Bank 0001286478Jul 18, 2025 138$835.3M
Barlow Wealth Partners, LLC 0001999928Jul 29, 2025 134$835.7M
Nan Fung Trinity (hk) Ltd. 0001781880Aug 8, 2025 59$835.8M
NTV Asset Management LLC 0001284208Jul 21, 2025 285$836.8M
Leuthold Group, LLC 0001170152Aug 13, 2025 206$837.0M
Bard Financial Services, Inc. 0001850858Jul 8, 2025 206$837.4M
Red Door Wealth Management, LLC 0001783599Jul 22, 2025 274$837.6M
Pinkerton Wealth, LLC 0001536446Aug 13, 2025 137$838.1M
NWF Advisory Services Inc. 0002045735Sep 9, 2025 414$838.5M
Main Management Fund Advisors LLC 0001862787Aug 12, 2025 6$838.6M
Legato Capital Management LLC 0001442641Aug 14, 2025 562$839.3M
Graves Light Lenhart Wealth, Inc. 0001759803Jul 9, 2025 192$840.4M
Cabot Wealth Management Inc. 0001016683Jul 31, 2025 128$840.9M
James Investment Research, Inc. 0000810384Aug 1, 2025 338$841.0M
Southeast Asset Advisors, LLC 0001390003Aug 12, 2025 191$841.3M