13F History

ManagerCIKFiledPositions13F Reported Value
LVM Capital Management Ltd. 0001053054Oct 9, 2025 165$1.0B
North of South Capital LLP 0002033334Oct 27, 2025 23$1.0B
MV Capital Management, Inc. 0001633366Feb 23, 2026 1,070$1.0B
Steigerwald, Gordon & Koch Inc. 0001731876Oct 23, 2025 823$1.0B
Telos Capital Management, Inc. 0001567889Nov 4, 2025 194$1.0B
Ibex Wealth Advisors 0001686242Nov 12, 2025 203$1.0B
Crescent Grove Advisors, LLC 0001713520Nov 13, 2025 291$1.0B
Goodnow Investment Group, LLC 0001362255Nov 14, 2025 23$1.0B
Inspire Advisors, LLC 0001810558Oct 29, 2025 528$1.0B
Jacobs & Co. 0001055544Oct 1, 2025 124$1.0B
Allen Capital Group, LLC 0001601384Oct 27, 2025 263$1.0B
Crewe Advisors LLC 0001730033Nov 13, 2025 964$1.0B
Wolf Hill Capital Management, LP 0001785988Nov 14, 2025 32$1.0B
Nadler Financial Group, Inc. 0001541787Oct 30, 2025 137$1.0B
Shepherd Financial Partners LLC 0001696628Nov 7, 2025 243$1.1B
Certified Advisory Corp 0001731732Nov 13, 2025 315$1.1B
Stokes Family Office, LLC 0001802278Nov 14, 2025 265$1.1B
Carrhae Capital LLP 0001555254Nov 20, 2025 23$1.1B
Telemark Asset Management, LLC 0001420816Nov 10, 2025 47$1.1B
Townsend & Associates, Inc 0001729359Oct 21, 2025 112$1.1B
Asset Advisors Investment Management, LLC 0001756695Oct 23, 2025 110$1.1B
Apriem Advisors 0001425165Nov 10, 2025 194$1.1B
Wealth Architects, LLC 0001611518Nov 13, 2025 235$1.1B
Allen Holding Inc. 0000919489Nov 6, 2025 9$1.1B
EnCap Energy Capital Fund XI, L.P. 0001693946Nov 14, 2025 3$1.1B
Silicon Valley Capital Partners 0001673633Nov 17, 2025 283$1.1B
49 Wealth Management, LLC 0002022291Nov 12, 2025 198$1.1B
Syntegra Private Wealth Group, LLC 0001964298Oct 16, 2025 189$1.1B
First Light Asset Management, LLC 0001600004Nov 14, 2025 41$1.1B
RDST Capital LLC 0001912187Nov 18, 2025 19$1.1B
Kovack Advisors, Inc. 0001728321Nov 10, 2025 611$1.1B
AWM Investment Company, Inc. 0001535264Nov 13, 2025 102$1.1B
Pictet North America Advisors SA 0001599576Oct 21, 2025 144$1.1B
GRS Advisors, LLC 0001544554Nov 14, 2025 31$1.1B
Tetrad Corp. 0000883597Nov 6, 2025 3$1.1B
Caldwell Trust Co 0002080218Oct 23, 2025 750$1.1B
Clearlake Capital Group, L.P. 0001688282Nov 14, 2025 6$1.1B
Heartwood Wealth Advisors LLC 0001794935Oct 6, 2025 631$1.1B
Centiva Capital, LP 0001692507Nov 14, 2025 601$1.1B
Parsifal Capital Management, LP 0001776090Nov 14, 2025 16$1.1B
Affinity Asset Advisors, LLC 0001773195Nov 13, 2025 86$1.1B
Palisade Asset Management, LLC 0001434323Nov 17, 2025 701$1.1B
Tanglewood Wealth Management, Inc. 0001454308Oct 30, 2025 39$1.1B
Bank of Nova Scotia Trust Co. 0001335382Nov 14, 2025 130$1.1B
Marks Group Wealth Management, Inc 0001802473Nov 10, 2025 294$1.1B
Richard C. Young & CO., LTD. 0001387304Nov 12, 2025 91$1.1B
Oxbow Advisors, LLC 0001564770Oct 31, 2025 223$1.1B
Bornite Capital Management LP 0001800641Nov 7, 2025 35$1.1B
Matrix Asset Advisors Inc. 0001016287Oct 14, 2025 107$1.1B
Connable Office Inc. 0000914933Nov 6, 2025 220$1.1B
American Securities LLC 0001475483Nov 7, 2025 1$1.1B
Valiant Capital Management, L.P. 0001452689Nov 14, 2025 28$1.1B
Zuckerman Investment Group, LLC 0001423296Nov 13, 2025 158$1.1B
Conservest Capital Advisors, Inc. 0001705716Nov 17, 2025 126$1.1B
Sora Investors LLC 0001894532Nov 14, 2025 82$1.1B
Private Capital Management, LLC 0001588456Nov 14, 2025 148$1.1B
Bares Capital Management, Inc. 0001340807Nov 14, 2025 24$1.1B
Bison Wealth, LLC 0001845251Nov 12, 2025 318$1.1B
Wellspring Financial Advisors, LLC 0001811308Nov 13, 2025 178$1.1B
Amica Mutual Insurance Co. 0000857508Nov 7, 2025 142$1.1B
First Business Financial Services, Inc. 0001521951Oct 30, 2025 185$1.1B
Levin Capital Strategies, L.P. 0001354821Nov 7, 2025 184$1.1B
Cape Cod Five Cents Savings Bank 0001054646Nov 14, 2025 189$1.1B
Park West Asset Management LLC 0001386928Nov 14, 2025 43$1.1B
Johnson Financial Group, LLC 0001706327Oct 30, 2025 90$1.1B
Hook Mill Capital Partners, LP 0001943395Nov 14, 2025 38$1.1B
Motco 0001306333Oct 22, 2025 645$1.1B
Northside Capital Management, LLC 0001631052Oct 7, 2025 200$1.1B
TLT Family Holdco ULC 0002081869Nov 12, 2025 9$1.1B
Context Capital Management, LLC 0001301396Nov 12, 2025 269$1.1B
FengHe Fund Management Pte. Ltd. 0001660531Oct 24, 2025 35$1.1B
Unison Advisors LLC 0001695818Nov 5, 2025 175$1.1B
Harvey Partners, LLC 0001406484Nov 14, 2025 44$1.1B
Awm Capital, LLC 0001806820Oct 29, 2025 103$1.1B
Politan Capital Management LP 0001885245Nov 14, 2025 21$1.1B
JNBA Financial Advisors 0001569118Oct 28, 2025 651$1.1B
683 Capital Management, LLC 0001404574Nov 14, 2025 117$1.1B
Zazove Associates LLC 0001009012Oct 17, 2025 144$1.1B
W.G. Shaheen & Associates DBA Whitney & Co 0001577001Nov 7, 2025 142$1.1B
Signal Advisors Wealth, LLC 0002010926Oct 10, 2025 455$1.1B
Discerene Group LP 0001632958Nov 12, 2025 12$1.1B
Tributary Capital Management, LLC 0001441888Jan 27, 2026 166$1.1B
Armstrong Henry H Associates Inc. 0001056827Oct 2, 2025 62$1.1B
Oaktop Capital Management Ii, L.P. 0001550660Nov 14, 2025 15$1.1B
First Nebraska Trust Co 0002134841Jun 9, 2026 205$1.1B
Knollwood Investment Advisory, LLC 0001999346Nov 14, 2025 349$1.1B
Galileo (PTC) Ltd 0001740858Nov 12, 2025 4$1.1B
TD Capital Management LLC 0001483824Nov 24, 2025 691$1.1B
Bronte Capital Management Pty Ltd. 0001471085Nov 5, 2025 29$1.1B
Salomon & Ludwin, LLC 0001766156Oct 21, 2025 2,154$1.1B
Fairmount Funds Management LLC 0001802528Nov 14, 2025 17$1.1B
Falcon Wealth Planning 0001839850Oct 10, 2025 191$1.1B
Nilsine Partners, LLC 0001913043Oct 6, 2025 399$1.1B
Dorsey Asset Management 0001671657Nov 14, 2025 9$1.1B
Heritage Financial Services, LLC 0001752035Oct 30, 2025 134$1.1B
Strategic Investment Advisors / MI 0001760540Dec 17, 2025 265$1.1B
CloudAlpha Capital Management Limited/Hong Kong 0001745907Nov 6, 2025 33$1.1B
Anderson Hoagland & Co. 0000791191Oct 15, 2025 139$1.1B
Wescott Financial Advisory Group, LLC 0001864880Nov 5, 2025 177$1.1B
Nishkama Capital, LLC 0001633799Nov 14, 2025 69$1.1B