13F History

ManagerCIKFiledPositions13F Reported Value
Villere St Denis J & Co. LLC 0001113629Jan 30, 2025 85$1.1B
Lindbrook Capital, LLC 0001767045Feb 6, 2025 2,780$1.1B
Founders Financial Securities LLC 0001342396Feb 10, 2025 435$1.1B
Point72 (DIFC) Ltd 0002017863Feb 14, 2025 912$1.1B
Gillson Capital LP 0001698055Feb 14, 2025 63$1.1B
ARS Investment Partners, LLC 0000733020Jan 16, 2025 175$1.1B
Syon Capital LLC 0001999353Feb 14, 2025 561$1.1B
Bares Capital Management, Inc. 0001340807Feb 14, 2025 11$1.1B
Campbell Wealth Management 0001736648Jan 30, 2025 97$1.1B
Y.D. More Investments Ltd 0001870364Jan 27, 2025 459$1.1B
Kathmere Capital Management, LLC 0001794543Jan 14, 2025 410$1.1B
QVT Financial LP 0001290162Feb 14, 2025 34$1.1B
CFS Investment Advisory Services, LLC 0001845688Jan 21, 2025 294$1.1B
Lyell Wealth Management, LP 0001686444Feb 3, 2025 200$1.1B
Leo Wealth, LLC 0001912202Jan 28, 2025 357$1.1B
Galvin, Gaustad & Stein, LLC 0001840945Jan 17, 2025 182$1.1B
Delta Asset Management LLC 0000860857Feb 12, 2025 619$1.1B
RKL Wealth Management LLC 0001604723Feb 7, 2025 172$1.1B
Cape Cod Five Cents Savings Bank 0001054646Feb 18, 2025 189$1.1B
Pine Ridge Advisers LLC 0001845915Feb 14, 2025 35$1.1B
PDS Planning, Inc 0000838618Feb 10, 2025 444$1.1B
Vicus Capital 0001544806Jan 30, 2025 231$1.1B
Nicholas Investment Partners, LP 0001389574Feb 14, 2025 220$1.1B
Weatherly Asset Management L. P. 0000934745Jan 29, 2025 181$1.1B
Grandeur Peak Global Advisors, LLC 0001569137Feb 13, 2025 126$1.1B
Colonial Trust Advisors 0001567993Feb 13, 2025 678$1.1B
PDT Partners, LLC 0001564702Feb 14, 2025 700$1.1B
Integral Health Asset Management, LLC 0001773206Feb 14, 2025 81$1.1B
Narwhal Capital Management 0001461287Jan 22, 2025 161$1.1B
Condor Capital Management 0001082491Feb 11, 2025 190$1.1B
Hardy Reed LLC 0001761871Feb 3, 2025 246$1.1B
Sunbelt Securities, Inc. 0001632932Feb 18, 2025 1,815$1.1B
Tradition Wealth Management, LLC 0001843010Feb 13, 2025 422$1.1B
Edgemoor Investment Advisors, Inc. 0001313792Feb 10, 2025 168$1.1B
Shenkman Capital Management Inc. 0001275228Feb 10, 2025 99$1.1B
Koss-Olinger Consulting, LLC 0001861163Feb 11, 2025 185$1.1B
General Catalyst Group Management, LLC 0001637946Jan 23, 2025 11$1.1B
BIT Capital GmbH 0002053305Feb 12, 2025 100$1.1B
LGT Fund Management Co Ltd. 0001911284Feb 6, 2025 248$1.1B
Bouchey Financial Group, Ltd. 0001599054Feb 5, 2025 148$1.1B
Eagle Ridge Investment Management 0001445891Jan 27, 2025 148$1.1B
Kontiki Capital Management (HK) Ltd. 0001713390Feb 11, 2025 9$1.1B
SPC Financial, Inc. 0001415201Feb 6, 2025 259$1.1B
Vantage Investment Partners, LLC 0001534561Jan 22, 2025 62$1.1B
Sheaff Brock Investment Advisors, LLC 0001666789Jan 30, 2025 446$1.1B
Strategic Value Partners, LLC 0001301912Feb 10, 2025 1$1.2B
Marcum Wealth, LLC 0001784450Jan 13, 2025 407$1.2B
Litman Gregory Wealth Management LLC 0001551867Jan 24, 2025 136$1.2B
BloombergSen Inc. 0001484047Feb 12, 2025 29$1.2B
Ally Invest Advisors Inc. 0001706013Feb 13, 2025 67$1.2B
Ostrum Asset Management 0001767945Feb 13, 2025 627$1.2B
Hilton Capital Management, LLC 0001541211Feb 10, 2025 164$1.2B
Ausdal Financial Partners, Inc. 0001667146Feb 12, 2025 567$1.2B
Hikari Power Ltd 0001606152Feb 4, 2025 59$1.2B
Beaird Harris Wealth Management, LLC 0001908938Feb 10, 2025 498$1.2B
Marco Investment Management LLC 0001080493Feb 7, 2025 223$1.2B
Howe & Rusling Inc. 0000769963Feb 12, 2025 410$1.2B
Payden & Rygel 0000919219Feb 13, 2025 124$1.2B
Blue Chip Partners, LLC 0001632801Jan 31, 2025 153$1.2B
Knighthead Capital Management, LLC 0001512397Feb 14, 2025 5$1.2B
Charles Schwab Trust Co 0001789219Jan 16, 2025 158$1.2B
ProVise Management Group, LLC 0001305707Feb 11, 2025 258$1.2B
Koshinski Asset Management, Inc. 0001633389Jan 16, 2025 628$1.2B
L1 Capital Pty Ltd 0001817646Feb 14, 2025 14$1.2B
Board of Trustees of The Leland Stanford Junior University 0001315828Feb 13, 2025 23$1.2B
Grassi Investment Management 0001608531Jan 21, 2025 130$1.2B
Beese Fulmer Investment Management, Inc. 0000911274Jan 28, 2025 228$1.2B
GAMMA Investing LLC 0002010235Jan 3, 2025 3,776$1.2B
Artal Group S.A. 0001053906Feb 14, 2025 2$1.2B
W1M Asset Management Ltd 0001767559Feb 14, 2025 91$1.2B
Boxer Capital Management, LLC 0002018299Feb 14, 2025 60$1.2B
OneAscent Financial Services LLC 0001780985Feb 12, 2025 468$1.2B
Fifth Third Securities, Inc. 0000073956Jan 23, 2025 290$1.2B
Styrax Capital, LP 0001904897Feb 14, 2025 11$1.2B
Globeflex Capital L P 0000921531Feb 10, 2025 429$1.2B
DT Investment Partners, LLC 0001537621Jan 30, 2025 555$1.2B
Fairholme Capital Management 0001056831Feb 14, 2025 10$1.2B
Zweig-DiMenna Associates LLC 0001533950Jan 21, 2025 88$1.2B
Novare Capital Management LLC 0001388409Jan 21, 2025 186$1.2B
FAS Wealth Partners, Inc. 0001596957Feb 14, 2025 428$1.2B
Prelude Capital Management, LLC 0001387508Feb 14, 2025 1,048$1.2B
True Link Financial Advisors, LLC 0001846236Jan 16, 2025 73$1.2B
1900 Wealth Management LLC 0001791996Jan 28, 2025 223$1.2B
XTX Topco Ltd 0001828301Feb 13, 2025 2,207$1.2B
SP Asset Management LLC 0001962086Feb 6, 2025 129$1.2B
AdvisorNet Financial, Inc 0001409362Jan 13, 2025 1,954$1.2B
International Assets Investment Management, LLC 0001818604Jan 8, 2025 831$1.2B
Washington Trust Advisors, Inc. 0001900099Feb 6, 2025 665$1.2B
TCI Wealth Advisors, Inc. 0001583751Jan 23, 2025 227$1.2B
Parsifal Capital Management, LP 0001776090Feb 14, 2025 16$1.2B
RK Capital Management, LLC 0001905218Aug 14, 2025 10$1.2B
Vise Technologies, Inc. 0001812090Feb 18, 2025 816$1.2B
Gladstone Capital Management LLP 0001353394Feb 13, 2025 28$1.2B
AltraVue Capital, LLC 0001740837Feb 12, 2025 27$1.2B
Stephens Group Asset Management, LLC 0001726808Jan 14, 2025 34$1.2B
Park West Asset Management LLC 0001386928Feb 14, 2025 42$1.2B
Freedom Investment Management, Inc. 0001566653Feb 13, 2025 750$1.2B
Plante Moran Financial Advisors, LLC 0001424717Feb 5, 2025 911$1.2B
Delta Global Management LP 0001992724Feb 14, 2025 43$1.2B
Strategic Wealth Partners, Ltd. 0001720777Feb 14, 2025 314$1.2B