13F History

ManagerCIKFiledPositions13F Reported Value
Hill City Capital, LP 0001837343Nov 14, 2024 22$1.5B
Apexium Financial, LP 0001765285Oct 15, 2024 236$1.5B
Two Creeks Capital Management, LP 0001606430Nov 14, 2024 18$1.5B
UNIVEST FINANCIAL Corp 0000102212Nov 14, 2024 280$1.5B
Avala Global LP 0001948899Nov 14, 2024 29$1.5B
Garde Capital, Inc. 0001616328Dec 3, 2024 265$1.5B
Spyglass Capital Management LLC 0001654344Nov 14, 2024 25$1.5B
Tectonic Advisors LLC 0001859918Oct 23, 2024 303$1.5B
Rothschild Investment LLC 0000085338Oct 18, 2024 2,895$1.5B
Aureus Asset Management, LLC 0001381296Nov 14, 2024 211$1.5B
Smith Salley Wealth Management 0001482012Oct 24, 2024 235$1.5B
Rehmann Capital Advisory Group 0001633037Nov 18, 2024 593$1.5B
S&co Inc. 0001082461Nov 7, 2024 219$1.5B
Hilltop Holdings Inc. 0001265131Nov 14, 2024 818$1.5B
JTC Employer Solutions Trustee Ltd 0001875645Oct 18, 2024 334$1.5B
CSM Advisors, LLC 0001863523Nov 14, 2024 122$1.5B
Ion Asset Management Ltd. 0001603837Nov 14, 2024 63$1.5B
Evensky & Katz LLC 0001357867Oct 8, 2024 84$1.5B
HPS Investment Partners, LLC 0001670185Nov 14, 2024 4$1.5B
Global Alpha Capital Management Ltd. 0001584691Nov 8, 2024 57$1.5B
Willis Investment Counsel 0001310929Oct 11, 2024 113$1.5B
Legacy Wealth Management, LLC 0001488921Oct 25, 2024 44$1.5B
Meeder Advisory Services, Inc. 0001792167Nov 7, 2024 555$1.5B
Nichols & Pratt Advisers LLP 0001141781Oct 25, 2024 104$1.5B
Adelante Capital Management LLC 0001067926Feb 24, 2025 42$1.5B
PFG Investments, LLC 0001973224Oct 24, 2024 1,021$1.5B
Thoroughbred Financial Services, LLC 0001091370Nov 8, 2024 656$1.6B
Partners Group Holding AG 0001534259Nov 13, 2024 41$1.6B
Sather Financial Group Inc 0001568540Nov 6, 2024 94$1.6B
Sound Income Strategies, LLC 0001730960Oct 10, 2024 1,409$1.6B
HS Management Partners, LLC 0001455253Oct 29, 2024 23$1.6B
Ranger Investment Management, L.P. 0001319691Nov 4, 2024 88$1.6B
Equitable Trust Co. 0000033250Oct 29, 2024 442$1.6B
Laurion Capital Management LP 0001390202Nov 14, 2024 178$1.6B
Graypoint LLC 0001794198Oct 31, 2024 488$1.6B
Full Sail Capital, LLC 0001757617Nov 13, 2024 162$1.6B
Stairway Partners, LLC 0001454138Oct 4, 2024 18$1.6B
Hodges Capital Management Inc. 0001337263Nov 15, 2024 220$1.6B
Sprott Inc. 0001512920Nov 14, 2024 147$1.6B
Lowe Brockenbrough & Co. Inc. 0000022657Oct 28, 2024 265$1.6B
First National Bank of Omaha 0000036644Nov 15, 2024 303$1.6B
Bar Harbor Wealth Management 0001035463Oct 16, 2024 267$1.6B
Mar Vista Investment Partners LLC 0001419999Nov 13, 2024 59$1.6B
Summit Global Investments 0001697953Oct 31, 2024 494$1.6B
IFG Advisory, LLC 0001728319Oct 30, 2024 385$1.6B
Kimmeridge Energy Management Company, LLC 0001706220Nov 14, 2024 4$1.6B
Centaurus Financial, Inc. 0000891943Nov 12, 2024 836$1.6B
Community Trust & Investment Co. 0001047142Oct 22, 2024 132$1.6B
Foster & Motley Inc. 0001163902Oct 30, 2024 375$1.6B
Oxford Financial Group, LTD. LLC 0001245862Nov 12, 2024 295$1.6B
Compass Capital Management, Inc. 0001002152Oct 25, 2024 35$1.6B
Parsons Capital Management Inc. 0001018674Nov 4, 2024 445$1.6B
EverSource Wealth Advisors, LLC 0001710537Nov 8, 2024 3,048$1.6B
Simon Quick Advisors, LLC 0001692038Oct 15, 2024 439$1.6B
Zhang Financial LLC 0001776290Oct 15, 2024 276$1.6B
NYL Investors LLC 0001606720Nov 6, 2024 34$1.6B
Praxis Investment Management Inc. 0001056825Oct 21, 2024 748$1.6B
PFG Advisors 0001694435Oct 15, 2024 691$1.6B
Concentric Capital Strategies, LP 0001851869Nov 14, 2024 231$1.6B
Main Street Research LLC 0001513211Nov 12, 2024 109$1.6B
Efficient Advisors, LLC 0001542164Nov 12, 2024 66$1.6B
Commodore Capital LP 0001831942Nov 14, 2024 36$1.6B
Compound Planning, Inc. 0001978879Oct 8, 2024 908$1.6B
Barr E S & Co. 0001040210Nov 14, 2024 106$1.6B
Strategic Blueprint, LLC 0001767821Oct 25, 2024 642$1.6B
Klingman & Associates, LLC 0001662449Nov 1, 2024 265$1.6B
Consulta Ltd 0001510677Nov 14, 2024 15$1.6B
Guyasuta Investment Advisors Inc. 0000928568Nov 13, 2024 271$1.6B
Spinnaker Trust 0001158970Oct 31, 2024 285$1.6B
Moody LYNN Lieberson & Walker, LLC 0000938592Oct 23, 2024 255$1.6B
Good Life Advisors, LLC 0001696260Oct 16, 2024 558$1.6B
Capstone Financial Advisors, Inc. 0001599217Nov 14, 2024 157$1.6B
CenterBook Partners LP 0001872738Nov 14, 2024 441$1.6B
Fernbridge Capital Management LP 0001827734Nov 13, 2024 23$1.6B
McDonald Capital Investors Inc. 0001033225Oct 31, 2024 21$1.6B
Modern Wealth Management, LLC 0002001900May 30, 2025 435$1.6B
Fifth Third Wealth Advisors LLC 0001899030Nov 7, 2024 698$1.6B
Mogy Joel R Investment Counsel Inc. 0001126735Oct 18, 2024 113$1.6B
TruWealth Advisors, LLC 0001834985Oct 16, 2024 164$1.6B
Meritage Portfolio Management 0000881432Nov 4, 2024 336$1.6B
Y-Intercept (Hong Kong) Ltd 0001772875Nov 15, 2024 1,237$1.6B
Greenvale Capital LLP 0001768041Nov 14, 2024 14$1.6B
Glendon Capital Management LP 0001604350Nov 13, 2024 24$1.6B
Roffman Miller Associates Inc. 0000869367Nov 15, 2024 75$1.6B
Edgar Lomax Co. 0001013538Nov 14, 2024 65$1.6B
Nwam LLC 0001655006Nov 12, 2024 624$1.6B
Empire Life Investments Inc. 0001640951Oct 29, 2024 96$1.6B
Visionary Wealth Advisors 0001802984Nov 12, 2024 533$1.6B
First Interstate Bank 0001125727Oct 29, 2024 187$1.6B
Linonia Partnership LP 0001985479Nov 13, 2024 9$1.6B
Abdiel Capital Advisors, LP 0001578684Nov 14, 2024 7$1.7B
McKinley Carter Wealth Services, Inc. 0001484265Oct 16, 2024 302$1.7B
Wilkinson Global Asset Management LLC 0001764000Oct 31, 2024 77$1.7B
Robert Wood Johnson Foundation 0000315157Oct 31, 2024 2$1.7B
Altshuler Shaham Ltd 0001324290Nov 14, 2024 304$1.7B
LMCG Investments, LLC 0001470944Oct 29, 2024 223$1.7B
Cambria Investment Management, L.P. 0001529389Nov 14, 2024 332$1.7B
Belpointe Asset Management LLC 0001721242Nov 13, 2024 928$1.7B
Bank of Finland 0001844891Nov 1, 2024 4$1.7B
GM Advisory Group, LLC 0001598304Nov 12, 2024 252$1.7B