13F History

ManagerCIKFiledPositions13F Reported Value
Trust Co. of Vermont 0001134008Jul 9, 2024 901$1.8B
Clean Energy Transition LLP 0001911523Aug 13, 2024 12$1.8B
Trilogy Capital Inc. 0001722512Jul 23, 2024 313$1.8B
Woodley Farra Manion Portfolio Management Inc. 0001165805Aug 14, 2024 97$1.8B
Capital Asset Advisory Services LLC 0001666024Jul 24, 2024 314$1.8B
Long Pond Capital, LP 0001499066Aug 14, 2024 35$1.8B
Encompass Capital Advisors LLC 0001541901Aug 14, 2024 58$1.8B
Ami Asset Management Corp. 0001369702Jul 25, 2024 84$1.9B
Novo Holdings A/S 0001388325Aug 20, 2024 38$1.9B
Money Design Co.,Ltd. 0001721608Jul 31, 2024 75$1.9B
Cinctive Capital Management LP 0001787258Aug 14, 2024 358$1.9B
Foundry Partners, LLC 0001573913Aug 5, 2024 283$1.9B
Polaris Capital Management, LLC 0001316926Jul 26, 2024 92$1.9B
Calamos Wealth Management LLC 0001455258Jul 25, 2024 303$1.9B
Moors & Cabot, Inc. 0001607239Aug 9, 2024 844$1.9B
Waters Parkerson & Co., LLC 0001222993Aug 13, 2024 178$1.9B
Patient Capital Management, LLC 0001854794Aug 14, 2024 40$1.9B
Distillate Capital Partners LLC 0001741001Aug 14, 2024 104$1.9B
Belvedere Trading LLC 0001632341Nov 1, 2024 178$1.9B
Eagle Global Advisors LLC 0001130787Aug 14, 2024 233$1.9B
Merewether Investment Management, LP 0001736852Aug 14, 2024 44$1.9B
Rockland Trust Co. 0000084616Jul 23, 2024 298$1.9B
Alua Capital Management LP 0001827442Aug 14, 2024 25$1.9B
Boxer Capital, LLC 0001465837Aug 14, 2024 61$1.9B
Joel Isaacson & Co., LLC 0001599330Jul 24, 2024 349$1.9B
Weitz Investment Management, Inc. 0000883965Aug 14, 2024 53$1.9B
Smithfield Trust Co 0001019754Jul 31, 2024 1,004$1.9B
Greenhouse Funds LLLP 0001626220Aug 14, 2024 35$1.9B
Emerald Mutual Fund Advisers Trust 0001352895Aug 6, 2024 223$1.9B
Rheos Capital Works Inc. 0001735445Jul 24, 2024 98$1.9B
Robertson Stephens Wealth Management, LLC 0001767307Aug 13, 2024 487$1.9B
Invenomic Capital Management LP 0001769456Aug 14, 2024 157$1.9B
Gladstone Institutional Advisory LLC 0001766530Aug 2, 2024 661$1.9B
Steelhead Partners LLC 0001133521Aug 14, 2024 48$1.9B
Sprucegrove Investment Management Ltd. 0001234074Aug 12, 2024 33$1.9B
Trivest Advisors Ltd 0001555623Aug 13, 2024 20$1.9B
Linscomb Wealth, Inc. 0001313294Aug 7, 2024 284$1.9B
Osterweis Capital Management Inc. 0001007524Aug 14, 2024 195$1.9B
Wharton Business Group, LLC 0001513126Aug 12, 2024 138$1.9B
Summitry LLC 0001280043Aug 9, 2024 115$1.9B
Connecticut Wealth Management, LLC 0001689829Aug 13, 2024 323$1.9B
Integrated Advisors Network LLC 0001660177Aug 9, 2024 676$1.9B
Symmetry Partners, LLC 0001697493Jul 11, 2024 509$1.9B
Davidson Investment Advisors 0001140771Jul 31, 2024 116$1.9B
Electron Capital Partners, LLC 0001586986Aug 15, 2024 47$1.9B
Hennion & Walsh Asset Management, Inc. 0001861642Jul 19, 2024 838$1.9B
Motley Fool Wealth Management, LLC 0001607978Aug 8, 2024 122$2.0B
Angeles Investment Advisors, LLC 0001535695Aug 9, 2024 212$2.0B
Bogart Wealth, LLC 0001715740Jul 31, 2024 1,158$2.0B
CreativeOne Wealth, LLC 0001739728Aug 14, 2024 761$2.0B
Alphabet Inc. 0001652044Aug 2, 2024 42$2.0B
Ninety One North America, Inc. 0001633343Jul 22, 2024 62$2.0B
Montag A & Associates Inc. 0000829407Jul 31, 2024 979$2.0B
BNP Paribas 0000872786Aug 13, 2024 333$2.0B
Adventist Health System Sunbelt Healthcare Corp. 0001103139Aug 14, 2024 20$2.0B
Dixon Mitchell Investment Counsel Inc. 0001993485Jul 12, 2024 161$2.0B
Chesley Taft & Associates LLC 0001164632Jul 19, 2024 309$2.0B
Vinva Investment Management Ltd 0001968109Aug 13, 2024 414$2.0B
Port Capital LLC 0001729212Aug 14, 2024 85$2.0B
Gerber Kawasaki Wealth & Investment Management 0001666736Aug 13, 2024 282$2.0B
Swan Global Investments, LLC 0001591505Aug 12, 2024 35$2.0B
GHP Investment Advisors, Inc. 0001401561Aug 8, 2024 970$2.0B
Main Management ETF Advisors, LLC 0001698607Aug 15, 2024 39$2.0B
Berkshire Asset Management LLC 0000949012Aug 13, 2024 288$2.0B
Westwood Global Investments, LLC 0001356513Aug 9, 2024 14$2.0B
Cadian Capital Management, LP 0001423686Aug 14, 2024 29$2.0B
Theleme Partners LLP 0001511881Aug 14, 2024 8$2.0B
Sachem Head Capital Management LP 0001582090Aug 14, 2024 16$2.0B
Seizert Capital Partners, LLC 0001134283Aug 7, 2024 171$2.0B
Bristol Gate Capital Partners Inc. 0001650142Aug 12, 2024 31$2.0B
Stratos Wealth Advisors, LLC 0001707202Jul 24, 2024 700$2.0B
Cornerstone Investment Partners, LLC 0001328062Aug 12, 2024 228$2.0B
Flow Traders U.S. LLC 0001466697Aug 14, 2024 890$2.0B
59 North Capital Management, LP 0001805589Aug 14, 2024 15$2.0B
Mar Vista Investment Partners LLC 0001419999Aug 2, 2024 61$2.0B
Darlington Partners Capital Management, LP 0001854440Sep 10, 2024 11$2.0B
Lombard Odier Asset Management (Europe) Ltd 0001535784Aug 14, 2024 265$2.0B
Greenlight Capital (DME Capital Management) 0001489933Aug 14, 2024 39$2.0B
Senator Investment Group LP 0001443689Aug 20, 2024 70$2.1B
Hill Path Capital LP 0001676292Aug 14, 2024 5$2.1B
Johnson Financial Group, Inc. 0001477024Aug 14, 2024 821$2.1B
Farther Finance Advisors, LLC 0001992825Jul 31, 2024 3,833$2.1B
Centiva Capital, LP 0001692507Aug 14, 2024 1,522$2.1B
Edge Capital Group, LLC 0001767220Aug 13, 2024 316$2.1B
Quantbot Technologies LP 0001512991Aug 9, 2024 1,373$2.1B
St Germain D J Co. Inc. 0000831571Jul 8, 2024 784$2.1B
Aew Capital Management L P 0001046187Aug 14, 2024 45$2.1B
Birch Hill Investment Advisors LLC 0001424177Jul 30, 2024 172$2.1B
Avidian Wealth Enterprises, LLC 0001471474Aug 6, 2024 489$2.1B
HUB Investment Partners, LLC 0001841815Aug 9, 2024 463$2.1B
Edgestream Partners, L.P. 0001535061Aug 9, 2024 815$2.1B
Cookson Peirce & Co. Inc. 0001141455Aug 14, 2024 226$2.1B
Bares Capital Management, Inc. 0001340807Aug 14, 2024 29$2.1B
Lake Street Advisors Group, LLC 0001724269Aug 5, 2024 624$2.1B
Alpine Associates Management Inc. 0001396835Aug 9, 2024 42$2.1B
Welch Group, LLC 0001443095Jul 17, 2024 267$2.1B
Weiss Asset Management LP 0001357550Aug 14, 2024 254$2.1B
Tokio Marine Asset Management Co. Ltd. 0001504169Jul 26, 2024 559$2.1B
Paralel Advisors LLC 0001895911Aug 6, 2024 110$2.1B
XN LP 0001756558Aug 12, 2024 22$2.1B