13F History

ManagerCIKFiledPositions13F Reported Value
Pale Fire Capital SE 0001922318Feb 13, 2026 55$775.8M
Strategic Planning Group, LLC 0001875525Feb 4, 2026 73$776.9M
Geometric Wealth Advisors 0001900576Feb 6, 2026 80$777.4M
De Lisle Partners LLP 0002011184Feb 13, 2026 170$777.8M
Bernicke Wealth Management, Ltd. 0001569863Aug 11, 2026 100$778.5M
United Advisor Group, LLC 0002004873Jan 26, 2026 469$778.9M
JT Stratford LLC 0001689013Feb 12, 2026 299$778.9M
Total Investment Management Inc. 0001068804Feb 3, 2026 87$779.4M
Impact Partnership Wealth, LLC 0001984555Feb 10, 2026 359$779.7M
Arkos Global Advisors 0001769089Feb 13, 2026 124$780.2M
Think Investments LP 0001635999Feb 17, 2026 22$782.0M
D'Orazio & Associates, Inc. 0001646821Feb 4, 2026 285$782.3M
Liberty One Investment Management, LLC 0001807328Feb 13, 2026 145$782.7M
Eagle Strategies LLC 0001907666Jan 23, 2026 247$783.0M
ION Fund Management Ltd 0002105906Feb 17, 2026 59$783.8M
Hendershot Investments Inc. 0001541496Jan 26, 2026 124$784.5M
HRTG Gpe, LLC 0001537455Feb 13, 2026 5$785.0M
Alaska Wealth Advisors, LLC 0001731601Feb 13, 2026 85$785.3M
Ardsley Advisory Partners LP 0000900529Feb 17, 2026 113$785.4M
Maven Securities LTD 0001633046Feb 13, 2026 159$786.4M
Sharkey, Howes & Javer 0001642246Jan 13, 2026 160$786.8M
Fort Sheridan Advisors LLC 0001606666Feb 10, 2026 268$786.9M
Stanley-Laman Group, Ltd. 0001601489Jan 23, 2026 305$786.9M
Buck Wealth Strategies, LLC 0001973259Feb 3, 2026 172$787.9M
Accurate Wealth Management, LLC 0001877728Jan 14, 2026 504$788.0M
Wallington Asset Management, LLC 0001426754Jan 14, 2026 73$788.4M
Freedom Together Foundation 0002002798Feb 13, 2026 2$788.6M
SJS Investment Consulting Inc. 0001894302Jan 21, 2026 2,087$790.4M
Family Manage LLC 0001539947Feb 17, 2026 284$791.3M
Wealth Enhancement Trust Services, Inc. 0002067696Jan 27, 2026 738$791.6M
Cortland Associates Inc. 0001014315Jan 28, 2026 62$792.1M
SkyView Investment Advisors, LLC 0001848237Feb 18, 2026 352$792.2M
Castellan Group 0001832521Jan 23, 2026 57$792.7M
CoreView Capital Management Ltd 0001842785Feb 17, 2026 7$793.1M
Gemsstock Ltd. 0001724140Feb 13, 2026 22$793.4M
Planning Alternatives Ltd. 0000712011Feb 6, 2026 98$793.9M
Parkside Investments, LLC 0001706248Feb 9, 2026 95$794.1M
Victory Financial Group, LLC 0002011333Jan 15, 2026 315$794.8M
Gilbert & Cook, Inc. 0001675762Jan 7, 2026 220$795.6M
Advisory Research Inc. 0000902584Feb 13, 2026 143$795.7M
Pathway Financial Advisors LLC 0001738828Jan 14, 2026 147$796.0M
ACK Asset Management LLC 0001510940Feb 13, 2026 23$796.8M
1834 Investment Advisors Co. 0001138486Jan 29, 2026 204$797.1M
Versant Capital Management, Inc 0001735057Jan 8, 2026 2,639$797.1M
Sargent Investment Group, LLC 0001766157Feb 13, 2026 261$797.2M
TFC Financial Management, Inc. 0001827844Jan 23, 2026 963$797.3M
Newbrook Capital Advisors LP 0001389875Feb 17, 2026 20$797.5M
Thompson Investment Management, Inc. 0001277279Jan 14, 2026 522$797.7M
Running Oak Capital LLC 0001803994Jan 23, 2026 56$798.0M
Evelyn Partners Investment Management Services Ltd 0002065205Feb 13, 2026 262$798.3M
Octagon Capital Advisors LP 0001839435Feb 17, 2026 26$798.8M
GSK plc 0001131399Feb 12, 2026 15$799.0M
Allen Operations LLC 0001389544Feb 10, 2026 35$799.2M
MJP Associates Inc. 0000715113Feb 6, 2026 244$799.5M
Sawgrass Asset Management LLC 0001105467Feb 9, 2026 187$800.0M
Flaharty Asset Management, LLC 0001697882Feb 6, 2026 141$800.7M
Global Endowment Management, LP 0001512237Feb 13, 2026 138$801.1M
IDG China Capital Fund III Associates L.P. 0001649614Feb 13, 2026 2$801.2M
New England Private Wealth Advisors LLC 0001582813Feb 13, 2026 179$803.1M
Sirios Capital Management L P 0001104883Feb 13, 2026 74$803.3M
Strid Group, LLC 0001625800Jan 26, 2026 79$803.4M
Independence Bank of Kentucky 0001730479Jan 20, 2026 724$803.9M
WFM ASIA (BVI) Ltd 0001632574Feb 12, 2026 6$805.2M
Twin Capital Management Inc. 0001059187Feb 6, 2026 252$805.7M
McGowan Group Asset Management, Inc. 0001633227Jan 29, 2026 126$806.0M
Fiducient Advisors LLC 0001729866Feb 10, 2026 170$806.8M
Johnson Bixby & Associates, LLC 0001844238Jan 14, 2026 123$806.8M
Platinum Paramount Investment LTD. 0002089123Mar 3, 2026 2$806.8M
Legacy Financial Group LLC 0001834011Feb 5, 2026 118$809.3M
Mass General Brigham, Inc 0001678378Jan 27, 2026 7$809.8M
Kera Capital Partners, Inc. 0002040353Feb 23, 2026 552$810.7M
City Holding Co. 0000726854Jan 22, 2026 582$812.8M
Arista Wealth Management, LLC 0001964758Feb 9, 2026 248$813.2M
Embree Financial Group 0002020860Jan 14, 2026 233$813.3M
Strategic Wealth Investment Group, LLC 0001802365Feb 11, 2026 93$813.6M
BDF-Gestion 0001632812Jan 9, 2026 147$813.9M
Cache Advisors, LLC 0002052593Jan 22, 2026 116$814.2M
Central Pacific Bank - Trust Division 0002020066Jan 7, 2026 837$815.5M
Alpha Wave Global, LP 0001558858Feb 13, 2026 22$815.7M
Inspirion Wealth Advisors, LLC 0001633448Jan 9, 2026 169$816.7M
Syquant Capital Sas 0001766392Jan 13, 2026 37$817.2M
KPS Global Asset Management UK Ltd 0001799162Feb 13, 2026 4$817.3M
Lake Street Private Wealth, LLC 0001772031Jan 7, 2026 278$817.5M
One Wealth Advisors, LLC 0001725297Feb 2, 2026 298$818.4M
Water Island Capital LLC 0001222765Feb 17, 2026 75$818.6M
Ally Financial Inc. 0000040729Feb 13, 2026 110$819.0M
RTD Financial Advisors, Inc. 0001810555Jan 27, 2026 113$819.5M
Jamison Private Wealth Management, Inc. 0002006637Jan 15, 2026 210$823.0M
Ovata Capital Management Ltd 0001724517Mar 3, 2026 53$823.3M
DE Burlo Group Inc. 0001134288Feb 13, 2026 79$823.9M
Triata Capital Ltd 0002014039Feb 17, 2026 15$825.1M
LaFleur & Godfrey LLC 0001387458Feb 3, 2026 145$825.8M
Capricorn Investment Group LLC 0001536261Feb 17, 2026 7$826.0M
Mayflower Financial Advisors, LLC 0001852930Jan 13, 2026 413$826.1M
Fort Point Capital Partners LLC 0001589282Feb 13, 2026 223$826.2M
FORA Capital, LLC 0001742435Feb 13, 2026 411$827.1M
Biondo Investment Advisors, LLC 0001455176Feb 13, 2026 86$827.1M
Oak Root LLC 0002027377Jan 16, 2026 11$827.3M
Managed Asset Portfolios, LLC 0001600999Jan 29, 2026 62$828.1M
MLG Wealth Management DBA Pine Grove Financial Group 0002149956Aug 25, 2026 192$828.8M