13F History

ManagerCIKFiledPositions13F Reported Value
Vestor Capital, LLC 0001132699Oct 29, 2024 245$1.3B
DigitalBridge Group, Inc. 0001679688Nov 12, 2024 58$1.3B
Advocacy Wealth Management, LLC 0001569452Oct 31, 2024 50$1.3B
Executive Wealth Management, LLC 0001542611Nov 15, 2024 261$1.3B
Mill Capital Management, LLC 0001901166Oct 29, 2024 124$1.3B
Lansdowne Partners (uk) LLP 0001608485May 15, 2025 25$1.3B
Beaumont Financial Advisors, LLC 0001957394Oct 9, 2024 349$1.3B
Himension Capital (singapore) Pte. LTD. 0001817652Nov 13, 2024 36$1.3B
Prosperity Consulting Group, LLC 0001910398Oct 15, 2024 458$1.3B
CORDA Investment Management, LLC. 0001545812Oct 30, 2024 70$1.3B
GTCR LLC 0001576350Nov 13, 2024 4$1.3B
Avity Investment Management Inc. 0000926834Oct 10, 2024 110$1.3B
Sepio Capital, LP 0001751412Nov 14, 2024 295$1.3B
Blue Whale Capital LLP 0001801547Nov 13, 2024 20$1.3B
Parsifal Capital Management, LP 0001776090Nov 14, 2024 14$1.3B
M.D. Sass, LLC 0000922940Nov 13, 2024 34$1.3B
Tributary Capital Management, LLC 0001441888Oct 24, 2024 211$1.3B
Shenkman Capital Management Inc. 0001275228Nov 12, 2024 110$1.3B
Phillips Financial Management, LLC 0001350660Nov 7, 2024 276$1.3B
Hilton Capital Management, LLC 0001541211Nov 8, 2024 176$1.3B
Kynam Capital Management, LP 0001907884Nov 14, 2024 24$1.3B
Point72 (DIFC) Ltd 0002017863Nov 14, 2024 867$1.3B
Rush Island Management, LP 0001736465Nov 14, 2024 18$1.3B
Lynrock Lake LP 0001734341Nov 14, 2024 27$1.3B
Ycg, LLC 0001584801Nov 4, 2024 37$1.3B
No Street GP LP 0001765774Nov 14, 2024 36$1.3B
Payden & Rygel 0000919219Nov 8, 2024 122$1.3B
Hillsdale Investment Management Inc. 0001368465Nov 12, 2024 586$1.3B
Prelude Capital Management, LLC 0001387508Nov 14, 2024 1,135$1.3B
Fragasso Financial Advisors Inc 0001613331Oct 7, 2024 264$1.3B
Needham Investment Management LLC 0001167212Nov 14, 2024 146$1.3B
Cannae Holdings, Inc. 0001704720Nov 12, 2024 5$1.3B
Eversept Partners, LP 0001697013Nov 14, 2024 65$1.3B
Broadwood Capital Inc. 0001278387Nov 14, 2024 7$1.3B
Clearlake Capital Group, L.P. 0001688282Nov 14, 2024 6$1.3B
Mesirow Institutional Investment Management, Inc. 0001947591Nov 13, 2024 125$1.3B
Windward Capital Management Co. 0001078635Nov 1, 2024 84$1.3B
Maple Capital Management, Inc. 0001313893Oct 21, 2024 111$1.3B
BBR Partners, LLC 0001352467Nov 13, 2024 242$1.3B
Jaffetilchin Investment Partners, LLC 0001404652Nov 4, 2024 1,354$1.3B
Willis Johnson & Associates, Inc. 0001853239Oct 31, 2024 168$1.3B
Money Concepts Capital Corp. 0000716851Oct 31, 2024 397$1.3B
FFT Wealth Management LLC 0001653199Nov 12, 2024 166$1.3B
Ascent Group, LLC 0001913231Nov 14, 2024 525$1.3B
Jacobi Capital Management LLC 0001689646Nov 14, 2024 557$1.3B
Greenbrier Partners Capital Management, LLC 0001532262Nov 14, 2024 14$1.3B
Trustmark Bank Trust Department 0000861176Nov 8, 2024 296$1.3B
Hills Bank & Trust Co 0001309148Oct 28, 2024 303$1.3B
Gsa Capital Partners LLP 0001362033Nov 5, 2024 1,537$1.3B
Stadion Money Management, LLC 0001321220Nov 14, 2024 22$1.3B
FountainVest China Capital Partners GP3 Ltd. 0001795487Nov 1, 2024 2$1.3B
Woodmont Investment Counsel LLC 0001133653Oct 31, 2024 256$1.3B
Campbell Newman Asset Management Inc. 0000874791Oct 15, 2024 106$1.3B
GYL Financial Synergies, LLC 0001767715Nov 7, 2024 361$1.3B
Trust Point Inc. 0001635633Oct 17, 2024 514$1.3B
Trek Financial, LLC 0001768195Nov 14, 2024 389$1.3B
AdvisorNet Financial, Inc 0001409362Oct 15, 2024 2,174$1.3B
Checchi Capital Advisers, LLC 0001598186Nov 4, 2024 577$1.3B
Campbell & CO Investment Adviser LLC 0001353570Nov 12, 2024 1,056$1.3B
Cacti Asset Management LLC 0001452208Oct 2, 2024 77$1.3B
Pacific Heights Asset Management LLC 0001323414Oct 28, 2024 71$1.3B
Hamilton Capital, LLC 0001646639Nov 15, 2024 129$1.3B
Sonora Investment Management Group, LLC 0001907552Oct 15, 2024 288$1.3B
Valley Wealth Managers, Inc. 0000924166Nov 6, 2024 405$1.3B
Thomasville National Bank 0001561790Oct 11, 2024 237$1.3B
Avalon Trust Co 0001798150Nov 13, 2024 318$1.4B
Park West Asset Management LLC 0001386928Nov 14, 2024 41$1.4B
Rivulet Capital, LLC 0001566691Nov 14, 2024 14$1.4B
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0001329375Oct 21, 2024 62$1.4B
Schechter Investment Advisors, LLC 0001951586Nov 12, 2024 678$1.4B
Ssi Investment Management LLC 0000938487Nov 8, 2024 269$1.4B
Neville Rodie & Shaw Inc. 0000071210Oct 1, 2024 248$1.4B
Sofi Wealth, LLC 0001925582Oct 29, 2024 11$1.4B
Appleton Partners Inc. 0001055290Oct 1, 2024 255$1.4B
Resonant Capital Advisors, LLC 0001803236Oct 18, 2024 352$1.4B
Patriot Investment Management Group, Inc. 0001773830Oct 11, 2024 237$1.4B
First Beijing Investment Ltd 0001701717Oct 31, 2024 13$1.4B
Alerus Financial NA 0000919458Nov 14, 2024 157$1.4B
HG Vora Capital Management, LLC 0001525362Nov 14, 2024 10$1.4B
Rebalance, LLC 0001811052Oct 22, 2024 93$1.4B
Confluence Wealth Services, Inc. 0001910411Oct 29, 2024 337$1.4B
Keystone Investors Pte Ltd. 0001926253Nov 13, 2024 67$1.4B
Zions Bancorporation, N.A. 0001666757Nov 6, 2024 872$1.4B
XTX Topco Ltd 0001828301Nov 14, 2024 2,014$1.4B
StoneX Group Inc. 0000913760Aug 13, 2025 691$1.4B
Adell Harriman & Carpenter Inc. 0001134152Oct 25, 2024 160$1.4B
Kanawha Capital Management LLC 0001164478Oct 29, 2024 230$1.4B
Nations Financial Group Inc, /Ia/ 0001109767Nov 4, 2024 671$1.4B
Philadelphia Trust Co. 0001110806Nov 13, 2024 250$1.4B
Portolan Capital Management, LLC 0001350290Nov 14, 2024 129$1.4B
Roundview Capital LLC 0001476804Nov 14, 2024 338$1.4B
Van Hulzen Asset Management, LLC 0001600145Nov 12, 2024 319$1.4B
Simmons Bank 0001674486Nov 5, 2024 335$1.4B
BOK Financial Private Wealth, Inc. 0001317348Nov 13, 2024 536$1.4B
Berger Financial Group, Inc 0001826136Nov 12, 2024 390$1.4B
Dundas Partners LLP 0001742418Nov 14, 2024 51$1.4B
Point72 Hong Kong Ltd 0001599822Nov 14, 2024 427$1.4B
Essex Financial Services, Inc. 0001315785Oct 24, 2024 624$1.4B
First American Bank 0001291422Oct 24, 2024 166$1.4B
Natixis Investment Managers International 0001166767Nov 13, 2024 218$1.4B