13F History

ManagerCIKFiledPositions13F Reported Value
Insight Wealth Strategies, LLC 0001749914Oct 6, 2025 171$848.7M
Legacy Edge Advisors, LLC 0002105396Aug 26, 2026 203$848.8M
Isthmus Partners, LLC 0001639666Nov 10, 2025 176$849.2M
Mattern Capital Management, LLC 0001803227Oct 21, 2025 172$850.6M
Board of Trustees of The Leland Stanford Junior University 0001315828Nov 5, 2025 20$850.7M
Slow Capital, Inc. 0001716984Oct 29, 2025 118$851.1M
Rivulet Capital, LLC 0001566691Nov 14, 2025 15$852.3M
Red Cedar Investment Management, LLC 0001734398Oct 31, 2025 82$853.1M
Criteria Caixa, S.A.U. 0002018922Nov 14, 2025 19$853.1M
Sendero Wealth Management, LLC 0001639375Oct 8, 2025 189$853.3M
Pinnacle Wealth Planning Services, Inc. 0001726752Nov 13, 2025 484$853.4M
Mosaic Family Wealth Partners, LLC 0001965241Nov 12, 2025 235$853.5M
Intrua Financial, LLC 0001812792Oct 29, 2025 441$854.2M
Grove Bank & Trust 0001662212Oct 6, 2025 829$854.8M
River Wealth Advisors LLC 0001642570Nov 12, 2025 203$855.3M
Fiducient Advisors LLC 0001729866Oct 30, 2025 157$855.7M
Triata Capital Ltd 0002014039Nov 13, 2025 15$856.8M
Philip James Wealth Mangement, LLC 0002002630Oct 24, 2025 177$856.9M
Oak Harvest Investment Services 0001839430Oct 17, 2025 169$857.4M
Covalis Capital LLP 0001698819Nov 14, 2025 54$858.3M
Atlas FRM LLC 0001879898Nov 13, 2025 9$858.8M
Naviter Wealth, LLC 0001855567Nov 6, 2025 260$859.2M
MMCAP International Inc. SPC 0001304857Nov 10, 2025 172$859.8M
Portfolio Strategies, Inc. 0001753271Oct 29, 2025 63$860.4M
Clark Asset Management, LLC 0002062026Oct 20, 2025 208$860.4M
Alley Investment Management Company, LLC 0001917618Oct 24, 2025 88$861.2M
Signet Financial Management, LLC 0001600307Nov 7, 2025 290$861.2M
Redhawk Wealth Advisors, Inc. 0001535811Oct 9, 2025 338$861.3M
Genus Capital Management Inc. 0001532385Nov 14, 2025 201$861.8M
Ascent Wealth Partners, LLC 0001546865Oct 21, 2025 181$862.1M
Blue Grotto Capital, LLC 0001764725Nov 13, 2025 26$862.3M
Oak Root LLC 0002027377Oct 15, 2025 11$863.5M
Philosophy Capital Management LLC 0001869199Nov 14, 2025 38$864.0M
Total Wealth Planning, LLC 0001762997Oct 17, 2025 109$864.2M
HHM Wealth Advisors, LLC 0001750086Oct 29, 2025 853$864.4M
Keystone Investors Pte Ltd. 0001926253Nov 12, 2025 68$865.1M
Baxter Bros Inc. 0001096783Oct 14, 2025 163$865.1M
KRYGER CAPITAL Ltd 0001911807Nov 14, 2025 32$865.5M
Greenwood Capital Associates LLC 0001161822Oct 16, 2025 255$866.5M
Eubel Brady & Suttman Asset Management Inc. 0001080382Nov 6, 2025 110$870.3M
Minneapolis Portfolio Management Group, LLC 0001317253Oct 28, 2025 29$870.9M
Informed Momentum Co LLC 0001510989Nov 14, 2025 254$872.2M
Cascade Financial Partners, LLC 0002021208Oct 21, 2025 261$872.3M
Baldwin Investment Management, LLC 0001346378Nov 10, 2025 207$873.4M
BlueStem Wealth Partners, LLC 0001977465Nov 12, 2025 124$873.5M
Freedom Together Foundation 0002002798Nov 14, 2025 2$873.5M
Evermay Wealth Management LLC 0001066816Nov 5, 2025 561$874.5M
Romano Brothers and Company 0000200648Oct 21, 2025 319$874.9M
Westerkirk Capital Inc. 0002080423Nov 10, 2025 240$875.3M
Gryphon Financial Partners LLC 0001729094Nov 12, 2025 323$877.1M
State of Wyoming 0001821626Nov 4, 2025 1,816$877.3M
Cahill Financial Advisors Inc. 0001600327Nov 3, 2025 288$878.3M
Tamar Securities, LLC 0001703081Nov 14, 2025 80$878.4M
Columbus Macro, LLC 0001727269Oct 16, 2025 208$878.5M
Invst, LLC 0001867587Feb 4, 2026 307$879.6M
LVZ, Inc. 0001574408Oct 27, 2025 162$879.7M
Owl Creek Asset Management, L.P. 0001313756Nov 14, 2025 33$880.7M
North Peak Capital Management, LLC 0001747888Nov 13, 2025 8$880.7M
WealthShield Partners, LLC 0001729303Oct 31, 2025 566$881.9M
DiNuzzo Private Wealth, Inc. 0001994563Oct 14, 2025 1,369$881.9M
Rovida Investment Management Ltd 0002053064Nov 12, 2025 16$882.1M
U S Global Investors Inc. 0000754811Oct 21, 2025 133$882.3M
McGuire Investment Group, LLC 0001756959Oct 21, 2025 120$882.6M
Algebris (uk) Ltd. 0001700286Oct 31, 2025 67$883.1M
Sheets Smith Wealth Management 0001157436Oct 16, 2025 397$883.5M
Burns J W & Co. Inc. 0001047339Oct 20, 2025 184$883.7M
8 Knots Management, LLC 0001849457Nov 14, 2025 19$884.1M
Denali Advisors LLC 0001142941Nov 7, 2025 297$885.1M
Capital Advisors, Ltd. LLC 0001597878Oct 16, 2025 1,528$885.5M
Permian Investment Partners, LP 0001472850Nov 14, 2025 9$885.7M
Kim, LLC 0001888968Nov 12, 2025 69$888.1M
Stillwater Capital Advisors, LLC 0001482970Oct 9, 2025 71$888.2M
HBW Advisory Services LLC 0001790525Oct 16, 2025 416$888.7M
UNC Management Company, Inc. 0001911286Nov 14, 2025 4$889.0M
L. Roy Papp & Associates, LLP 0000809339Oct 9, 2025 182$889.6M
Opus Capital Group, LLC 0001330325Oct 31, 2025 137$889.7M
Griffin Asset Management, Inc. 0000883803Oct 16, 2025 224$890.0M
Running Oak Capital LLC 0001803994Nov 4, 2025 55$891.5M
Black Diamond Financial, LLC 0001759236Nov 5, 2025 161$892.5M
Sagefield Capital LP 0001771179Nov 14, 2025 109$894.3M
Taikang Asset Management (Hong Kong) Co Ltd 0001755911Nov 12, 2025 100$895.1M
Portland Global Advisors LLC 0001504941Nov 10, 2025 146$895.6M
Altfest L J & Co. Inc. 0000712050Oct 21, 2025 330$896.3M
Dendur Capital LP 0001782124Nov 14, 2025 14$897.0M
Caliber Wealth Management, LLC / KS 0002067120Nov 5, 2025 250$897.0M
Alibaba Group Holding Ltd 0001577552Nov 14, 2025 2$897.0M
Ashford Capital Management Inc. 0000897070Nov 14, 2025 110$897.8M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0001058231Nov 14, 2025 69$898.3M
Private Capital Advisors, Inc. 0001350780Nov 12, 2025 81$898.6M
Barlow Wealth Partners, LLC 0001999928Nov 3, 2025 131$898.6M
QVT Financial LP 0001290162Nov 14, 2025 46$900.8M
Mizuho Bank, Ltd. 0001512734Nov 13, 2025 9$900.8M
Graves Light Lenhart Wealth, Inc. 0001759803Oct 7, 2025 193$901.1M
WFM ASIA (BVI) Ltd 0001632574Nov 12, 2025 8$901.6M
Cabot Wealth Management Inc. 0001016683Oct 31, 2025 133$901.7M
JGP Wealth Management, LLC 0001748278Oct 15, 2025 210$902.4M
Parthenon LLC 0001088859Oct 31, 2025 129$902.5M
Cooper Financial Group 0001751581Oct 7, 2025 385$903.5M
Rhenman & Partners Asset Management AB 0001599882Nov 13, 2025 92$903.7M
KWB Wealth 0001822236Oct 8, 2025 147$904.7M