13F History

ManagerCIKFiledPositions13F Reported Value
Golden Unicorn (BVI) Ltd 0002078724Aug 14, 2026 7$792.2M
Buffalo Business & Estate Services Ltd. 0002103405Jul 23, 2026 105$792.9M
Glen Eagle Advisors, LLC 0002029317Aug 14, 2026 1,087$792.9M
Raffa Wealth Management, LLC 0001631073Jul 27, 2026 1,591$793.3M
Resources Management Corp. /CT/ 0000749044Aug 14, 2026 188$793.5M
Seilern Investment Management Ltd 0001817797Jul 8, 2026 24$793.8M
Tsfg, LLC 0001800513Jul 23, 2026 891$793.9M
Cornerstone Planning Group LLC 0001822587Jul 29, 2026 1,867$794.1M
Corsair Capital Management, L.P. 0001276470Aug 14, 2026 164$794.5M
Bornite Capital Management LP 0001800641Aug 13, 2026 20$794.6M
Harbor Advisors LLC 0001687156Jul 28, 2026 194$795.1M
Technology Crossover Management X, Ltd. 0001787727Aug 7, 2026 6$795.2M
Emerald Advisors, LLC 0001802611Jul 20, 2026 130$795.8M
Atmos Capital Gestao DE Recursos Ltda. 0001832439Aug 14, 2026 16$796.4M
Allied Investment Advisors, LLC 0001729869Jul 20, 2026 110$796.5M
XY Planning Network, Inc. 0001873438Jul 15, 2026 340$797.1M
Quantum Capital Management, LLC / NJ 0001513125Aug 11, 2026 35$797.6M
Garden Investment Management, L.P. 0002044217Aug 14, 2026 2$797.9M
TrueMark Investments, LLC 0001974457Jul 22, 2026 187$798.2M
Suncoast Equity Management 0001315059Aug 4, 2026 63$798.4M
Johnson & Johnson 0000200406Aug 6, 2026 15$798.7M
Live Oak Private Wealth LLC 0001799877Jul 20, 2026 211$799.8M
HORAN Wealth, LLC 0002072569Aug 26, 2026 217$800.0M
Liberty Wealth Management LLC 0001769302Aug 6, 2026 268$800.4M
Newtyn Management, LLC 0001569241Aug 14, 2026 34$800.9M
Blue Bell Private Wealth Management, LLC 0001352860Aug 6, 2026 716$802.2M
White Lighthouse Investment Management Inc. 0001727593Aug 5, 2026 151$802.3M
Benchstone Capital Management LP 0002016777Aug 14, 2026 36$802.5M
Klaas Financial Asset Advisors, LLC 0001819279Jul 15, 2026 59$802.7M
Arq Wealth Advisors, LLC 0001811827Jul 24, 2026 209$806.6M
Capital Investment Counsel, LLC 0002033609Jul 15, 2026 152$807.6M
Mechanics Bank Trust Department 0001439743Jul 7, 2026 211$808.2M
NFSG Corp 0001879757Aug 14, 2026 1,245$808.3M
Eagle Rock Investment Company, LLC 0001911407Jul 9, 2026 156$808.3M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0001639754Aug 5, 2026 72$808.8M
Polianta Ltd 0001695214Jul 8, 2026 86$808.8M
Abacus Planning Group, Inc. 0001602730Jul 20, 2026 258$808.9M
Affinity Capital Advisors, LLC 0001810023Jul 8, 2026 203$809.5M
Sloy Dahl & Holst, LLC 0001690295Aug 13, 2026 122$810.5M
Third View Private Wealth, LLC 0002083406Jul 27, 2026 288$810.8M
Think Investments LP 0001635999Aug 14, 2026 21$811.4M
Intrinsic Edge Capital Management LLC 0001671754Aug 12, 2026 102$811.5M
Kavar Capital Partners Group, LLC 0001841766Jul 20, 2026 204$811.6M
Deer Management Co. LLC 0001494127Aug 14, 2026 9$812.2M
Fagan Associates, Inc. 0001607866Aug 4, 2026 137$812.7M
Cypress Wealth Services, LLC 0001721527Jul 13, 2026 422$812.7M
Cambient Family Office, LLC 0002105684Aug 13, 2026 328$813.0M
Renesas Electronics America Inc. 0000703361Aug 6, 2026 1$813.1M
Tri Locum Partners LP 0001826434Aug 14, 2026 19$813.2M
Wallington Asset Management, LLC 0001426754Jul 22, 2026 61$813.9M
Skylands Capital, LLC 0001299910Jul 24, 2026 166$813.9M
Mitchell McLeod Pugh & Williams Inc. 0001632105Aug 11, 2026 307$814.8M
Ayalon Insurance Comp Ltd. 0001642216Jul 13, 2026 66$815.0M
Financial Advisors Network, Inc. 0001697856Aug 14, 2026 208$815.6M
Schwerin Boyle Capital Management Inc. 0000937522Aug 7, 2026 49$816.0M
Mirador Capital Partners LP 0001633446Jul 7, 2026 216$816.4M
Parsifal Capital Management, LP 0001776090Aug 13, 2026 14$816.5M
Biondo Investment Advisors, LLC 0001455176Aug 13, 2026 89$816.8M
Fund Resources Investment Holding Group Co Ltd 0001652026Jul 29, 2026 7$817.0M
Dillon & Associates Inc. 0001054425Aug 5, 2026 80$817.2M
LaSalle St. Investment Advisors, LLC 0001966193Aug 11, 2026 429$818.1M
Canal Capital Management, LLC 0001666733Jul 28, 2026 220$818.7M
Compass Financial Management LLC 0002148724Aug 12, 2026 1,492$818.8M
Faithward Advisors, LLC 0001695078Aug 12, 2026 339$819.4M
Capital Advantage, Inc. 0001628896Jul 13, 2026 150$819.6M
Legacy Financial Advisors, Inc. 0001730810Aug 5, 2026 435$820.4M
Avenir Corp. 0001033475Aug 13, 2026 79$820.7M
Greenup Street Wealth Management LLC 0001909904Jul 27, 2026 141$821.7M
Sivia Capital Partners, LLC 0002012032Jul 23, 2026 540$822.1M
Sirios Capital Management L P 0001104883Aug 14, 2026 86$822.3M
Leelyn Smith, LLC 0001777817Jul 24, 2026 157$822.3M
McGowan Group Asset Management, Inc. 0001633227Aug 12, 2026 152$822.9M
Orange Investment Advisors, Inc. 0000943442Jul 21, 2026 143$823.0M
Boussard & Gavaudan Gestion Sas 0001569001Aug 19, 2026 95$823.1M
Intellus Advisors LLC 0002055137Aug 12, 2026 134$823.5M
Werba Rubin Papier Wealth Management 0001971029Jul 28, 2026 309$823.5M
Rice Partnership, LLC 0001736736Jul 29, 2026 171$823.9M
John G Ullman & Associates Inc. 0000919530Aug 11, 2026 181$824.4M
Strategic Wealth Investment Group, LLC 0001802365Aug 4, 2026 104$824.7M
Meridian Wealth Partners, LLC 0001781942Aug 12, 2026 125$826.1M
Cardinal Capital Management 0001434845Jul 21, 2026 138$826.3M
Cullen Investment Group, LTD. 0000797203Jul 9, 2026 181$826.5M
Arvest Investments, Inc. 0001025038Jul 17, 2026 255$826.6M
Parker Investment Management, LLC 0001672070Aug 14, 2026 39$826.8M
Sharkey, Howes & Javer 0001642246Jul 9, 2026 162$827.9M
AdvisorShares Investments LLC 0001425930Aug 11, 2026 269$828.1M
American Financial Advisors, LLC 0001767898Jul 14, 2026 169$831.1M
AA Financial Advisors, LLC 0002016899Jul 20, 2026 230$831.5M
Sargent Investment Group, LLC 0001766157Aug 11, 2026 279$831.6M
Noesis Capital Mangement Corp. 0001262677Aug 4, 2026 124$831.6M
HHLR Advisors, LTD. 0001762304Aug 14, 2026 35$832.1M
Blue Edge Capital, LLC 0001599620Aug 17, 2026 137$832.8M
Breakwater Capital Group 0001964309Jul 8, 2026 374$832.9M
Artemis Wealth Advisors, LLC 0001767435Aug 14, 2026 55$834.5M
Glassman Wealth Services 0001642160Aug 5, 2026 236$834.6M
Physician Wealth Advisors, Inc. 0001795173Jul 20, 2026 2,334$837.4M
Financial Enhancement Group LLC 0001641438Jul 7, 2026 134$837.4M
Nottingham Advisors, Inc. 0001093276Jul 27, 2026 122$837.6M
Villere St Denis J & Co. LLC 0001113629Aug 7, 2026 85$837.8M
Security National Bank 0001719739Jul 15, 2026 392$837.9M