13F History

ManagerCIKFiledPositions13F Reported Value
Nellore Capital Management LLC 0001846677May 15, 2026 11$782.6M
Central Pacific Bank - Trust Division 0002020066Apr 8, 2026 854$783.6M
Brookwood Investment Group LLC 0002066812May 4, 2026 492$784.3M
Sciencast Management LP 0001653169May 14, 2026 243$785.1M
McGowan Group Asset Management, Inc. 0001633227May 11, 2026 152$785.1M
Lake Street Private Wealth, LLC 0001772031Apr 13, 2026 270$785.4M
JT Stratford LLC 0001689013May 15, 2026 297$785.6M
New England Asset Management Inc. 0001004244May 15, 2026 99$786.2M
Roble, Belko & Company, Inc 0001642305Apr 16, 2026 487$786.5M
Fideuram Asset Management (Ireland) dac 0002109923May 11, 2026 445$786.7M
Anson Funds Management LP 0001491072May 19, 2026 102$787.1M
Schwerin Boyle Capital Management Inc. 0000937522May 14, 2026 47$788.0M
Strategic Wealth Investment Group, LLC 0001802365May 11, 2026 94$788.1M
V3 Holding Ltd 0001887845May 13, 2026 1$789.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0001599719May 13, 2026 44$789.3M
Independence Bank of Kentucky 0001730479Apr 30, 2026 623$789.4M
Avenir Tech Ltd 0002029708May 15, 2026 21$789.5M
Atlas Venture Life Science Advisors, LLC 0001917529May 14, 2026 6$790.0M
Alpha Wave Global, LP 0001558858May 14, 2026 20$790.5M
Parkway Wealth Management Group, LLC 0002065679Apr 20, 2026 137$790.5M
Aperture Investors, LLC 0001787596May 15, 2026 87$791.3M
Vision Capital Management, Inc. 0001417889Apr 24, 2026 150$791.9M
Hound Partners, LLC 0001353316May 15, 2026 34$792.3M
Soundwatch Capital LLC 0001803253May 5, 2026 47$793.2M
Curated Wealth Partners LLC 0001781284Apr 9, 2026 228$793.6M
L & S Advisors Inc 0001392364May 11, 2026 233$794.9M
Legacy Financial Group LLC 0001834011May 4, 2026 121$795.1M
Professional Advisory Services Inc. 0000894205Apr 15, 2026 80$795.5M
Ashton Thomas Securities, LLC 0000771572May 18, 2026 443$796.5M
Arkos Global Advisors 0001769089May 13, 2026 199$796.8M
Barton Investment Management 0001387818Apr 20, 2026 54$797.3M
Rovida Investment Management Ltd 0002053064May 19, 2026 17$797.3M
Ashe Capital Management, LP 0001632715May 15, 2026 7$797.4M
Kavar Capital Partners Group, LLC 0001841766Apr 16, 2026 213$798.4M
Geometric Wealth Advisors 0001900576May 13, 2026 85$798.6M
Infinitum Asset Management, LLC 0002058093May 15, 2026 21$799.1M
King Wealth Management Group 0001568235May 4, 2026 158$799.7M
City Holding Co. 0000726854Apr 15, 2026 570$799.8M
Cynosure Group, LLC 0001763409May 14, 2026 198$800.3M
Liberty Wealth Management LLC 0001769302May 12, 2026 268$800.4M
Naviter Wealth, LLC 0001855567Apr 10, 2026 271$800.6M
ACK Asset Management LLC 0001510940May 15, 2026 20$801.1M
1834 Investment Advisors Co. 0001138486May 14, 2026 206$801.3M
Governors Lane LP 0001644187May 15, 2026 167$801.5M
Inspirion Wealth Advisors, LLC 0001633448Apr 8, 2026 177$802.5M
Financial Consulate, Inc. 0001624510Apr 21, 2026 1,402$802.6M
One Wealth Advisors, LLC 0001725297Apr 21, 2026 304$803.0M
LaFleur & Godfrey LLC 0001387458May 4, 2026 141$803.2M
Ally Financial Inc. 0000040729May 12, 2026 125$803.8M
CVFG LLC 0002050974Apr 29, 2026 239$804.3M
Glendon Capital Management LP 0001604350May 11, 2026 25$805.2M
Redwood Investment Management, LLC 0001717479Jun 24, 2026 264$805.3M
Emerald Advisors, LLC 0001802611Apr 24, 2026 117$805.3M
Oarsman Capital, Inc. 0001569667Apr 28, 2026 235$805.3M
Flaharty Asset Management, LLC 0001697882May 5, 2026 133$805.5M
Financial Enhancement Group LLC 0001641438Apr 20, 2026 132$805.9M
Johnson Bixby & Associates, LLC 0001844238Apr 16, 2026 127$806.5M
Strid Group, LLC 0001625800Apr 29, 2026 85$806.9M
Dorsey Wright & Associates 0001376772May 6, 2026 158$807.0M
United Advisor Group, LLC 0002004873Apr 17, 2026 497$807.2M
Pathway Financial Advisors LLC 0001738828Apr 8, 2026 136$808.3M
B&D White Capital Company, LLC 0001752523May 13, 2026 74$808.8M
Ashford Capital Management Inc. 0000897070May 15, 2026 99$809.2M
Impact Partnership Wealth, LLC 0001984555Apr 23, 2026 363$809.7M
Buck Wealth Strategies, LLC 0001973259May 8, 2026 166$809.8M
Baxter Bros Inc. 0001096783Apr 28, 2026 166$810.1M
Rhenman & Partners Asset Management AB 0001599882May 14, 2026 86$810.5M
Portfolio Strategies, Inc. 0001753271May 5, 2026 75$811.1M
TFC Financial Management, Inc. 0001827844Apr 23, 2026 998$811.6M
Advisory Research Inc. 0000902584May 14, 2026 137$813.5M
RTD Financial Advisors, Inc. 0001810555Apr 13, 2026 114$813.7M
Victory Financial Group, LLC 0002011333Apr 27, 2026 347$813.9M
Stanley-Laman Group, Ltd. 0001601489Apr 16, 2026 294$814.5M
Kera Capital Partners, Inc. 0002040353May 6, 2026 569$814.7M
Capital Investment Counsel, Inc 0001418421Apr 21, 2026 249$816.1M
Brio Consultants, LLC 0001747799May 6, 2026 152$818.0M
Hohimer Wealth Management, LLC 0001802533May 1, 2026 367$818.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0001748861May 5, 2026 489$818.3M
SJS Investment Consulting Inc. 0001894302Apr 23, 2026 2,473$818.6M
Nelson Capital Management, LLC 0001512611May 7, 2026 108$819.2M
BSW Wealth Partners 0001512601Apr 14, 2026 312$819.4M
MayTech Global Investments, LLC 0001731134May 14, 2026 23$819.8M
Oak Root LLC 0002027377Apr 13, 2026 10$820.0M
Dumac, Inc. 0001584258May 1, 2026 10$820.4M
Avenir Corp. 0001033475May 14, 2026 72$820.5M
Alley Investment Management Company, LLC 0001917618Apr 24, 2026 85$821.0M
Cadian Capital Management, LP 0001423686May 15, 2026 23$821.2M
Arista Wealth Management, LLC 0001964758Apr 30, 2026 253$821.5M
Jamison Private Wealth Management, Inc. 0002006637Apr 27, 2026 214$822.2M
Mayflower Financial Advisors, LLC 0001852930Apr 23, 2026 442$822.8M
Parkside Investments, LLC 0001706248Apr 8, 2026 98$823.1M
MJP Associates Inc. 0000715113May 5, 2026 228$823.2M
Sirios Capital Management L P 0001104883May 15, 2026 81$824.8M
Passaic Partners LLC 0001905809May 15, 2026 13$825.8M
Wealth Enhancement Trust Services, Inc. 0002067696Apr 8, 2026 779$826.5M
Fort Sheridan Advisors LLC 0001606666May 6, 2026 282$827.6M
Engine Capital Management, LP 0001665590May 15, 2026 26$828.4M
RPG Investment Advisory, LLC 0001666664May 14, 2026 92$829.0M
Claro Advisors Inc. 0001764386Apr 21, 2026 506$830.1M
Shenkman Capital Management Inc. 0001275228May 12, 2026 81$830.6M