13F History

ManagerCIKFiledPositions13F Reported Value
Needham Investment Management LLC 0001167212Nov 14, 2025 161$1.4B
Ranger Investment Management, L.P. 0001319691Nov 5, 2025 76$1.4B
Elevation Point Wealth Partners, LLC 0001744349Nov 14, 2025 671$1.4B
Point72 (DIFC) Ltd 0002017863Nov 14, 2025 900$1.4B
Bridgewater Advisors Inc. 0001600319Nov 10, 2025 434$1.4B
Sfmg, LLC 0001512026Nov 13, 2025 307$1.4B
Norris Perne & French LLP 0001092290Oct 17, 2025 164$1.4B
Kanawha Capital Management LLC 0001164478Oct 31, 2025 216$1.4B
Soltis Investment Advisors LLC 0001802530Nov 12, 2025 475$1.4B
PDS Planning, Inc 0000838618Oct 21, 2025 540$1.4B
Beese Fulmer Investment Management, Inc. 0000911274Nov 13, 2025 285$1.4B
Sunbelt Securities, Inc. 0001632932Nov 19, 2025 2,701$1.4B
Alua Capital Management LP 0001827442Nov 14, 2025 21$1.4B
BTC Capital Management, Inc. 0001611848Nov 6, 2025 202$1.4B
Cormorant Asset Management, LP 0001583977Nov 14, 2025 36$1.4B
Meridiem Capital Partners LP 0002026798Nov 13, 2025 59$1.5B
CapWealth Advisors, LLC 0001531809Feb 6, 2026 121$1.5B
Trust Asset Management LLC 0001608376Nov 12, 2025 230$1.5B
Sound View Wealth Advisors Group, LLC 0001784777Nov 10, 2025 422$1.5B
Checchi Capital Advisers, LLC 0001598186Nov 5, 2025 551$1.5B
Proficio Capital Partners LLC 0001654175Nov 17, 2025 222$1.5B
Certuity, LLC 0001800752Nov 13, 2025 554$1.5B
Howe & Rusling Inc. 0000769963Nov 5, 2025 448$1.5B
Rush Island Management, LP 0001736465Nov 14, 2025 17$1.5B
Pine Ridge Advisers LLC 0001845915Nov 17, 2025 37$1.5B
Dnca Finance 0001752759Nov 14, 2025 109$1.5B
Helikon Investments Ltd 0001839497Nov 10, 2025 17$1.5B
Vantage Investment Partners, LLC 0001534561Oct 30, 2025 62$1.5B
Heitman Real Estate Securities LLC 0001080117Nov 13, 2025 57$1.5B
Bramshill Investments, LLC 0001619899Nov 14, 2025 150$1.5B
Fifth Third Securities, Inc. 0000073956Oct 10, 2025 311$1.5B
Ssi Investment Management LLC 0000938487Oct 28, 2025 252$1.5B
Trinity Street Asset Management LLP 0001592579Oct 28, 2025 21$1.5B
Founders Financial Securities LLC 0001342396Oct 15, 2025 489$1.5B
Sage Financial Group Inc. 0000882119Nov 13, 2025 97$1.5B
Waratah Capital Advisors Ltd. 0001539919Nov 10, 2025 138$1.5B
Sourcerock Group LLC 0001822531Nov 14, 2025 35$1.5B
Cantor Fitzgerald Investment Advisors L.P. 0001710477Oct 21, 2025 191$1.5B
Charles Schwab Trust Co 0001789219Oct 10, 2025 177$1.5B
Baring Fintech Manager Holding Ltd 0002053290Nov 13, 2025 1$1.5B
Motley Fool Wealth Management, LLC 0001607978Nov 14, 2025 128$1.5B
NewSquare Capital LLC 0001546989Nov 12, 2025 188$1.5B
Icon Wealth Advisors, LLC 0001963212Nov 14, 2025 515$1.5B
1900 Wealth Management LLC 0001791996Oct 17, 2025 233$1.5B
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0001620943Nov 5, 2025 315$1.5B
FAS Wealth Partners, Inc. 0001596957Oct 29, 2025 460$1.5B
Plato Investment Management Ltd 0001984475Nov 5, 2025 516$1.5B
Greenbrier Partners Capital Management, LLC 0001532262Nov 13, 2025 13$1.5B
Leith Wheeler Investment Counsel Ltd. 0001353651Nov 14, 2025 72$1.5B
Easterly Investment Partners LLC 0001766150Nov 12, 2025 199$1.5B
Cornerstone Wealth Group, LLC 0001774879Oct 30, 2025 350$1.5B
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0001639753Nov 5, 2025 60$1.5B
Stephens Group Asset Management, LLC 0001726808Oct 7, 2025 26$1.5B
Diversified Enterprises, LLC 0002037264Oct 10, 2025 321$1.5B
Hikari Tsushin, Inc. 0001423673Nov 12, 2025 77$1.5B
Koshinski Asset Management, Inc. 0001633389Nov 10, 2025 716$1.5B
Asset Dedication, LLC 0001475896Nov 20, 2025 1,142$1.5B
Creative Financial Designs Inc. 0000819864Nov 12, 2025 2,047$1.5B
Appleton Partners Inc. 0001055290Nov 5, 2025 256$1.5B
KMG Fiduciary Partners, LLC 0001773205Oct 10, 2025 297$1.5B
Fiduciary Alliance LLC 0001954805Oct 8, 2025 492$1.5B
Beaumont Financial Advisors, LLC 0001957394Oct 23, 2025 394$1.5B
Adelante Capital Management LLC 0001067926Nov 17, 2025 43$1.5B
Simmons Bank 0001674486Nov 4, 2025 328$1.5B
Meritage Portfolio Management 0000881432Oct 28, 2025 328$1.5B
OneAscent Financial Services LLC 0001780985Oct 22, 2025 487$1.5B
No Street GP LP 0001765774Nov 14, 2025 29$1.5B
Bain Capital Life Sciences Investors, LLC 0001703031Nov 14, 2025 21$1.5B
WealthPlan Investment Management, LLC 0001929986Oct 27, 2025 335$1.5B
Woodmont Investment Counsel LLC 0001133653Nov 4, 2025 259$1.5B
Strategy Capital LLC 0001592413Nov 13, 2025 10$1.5B
Chai Trust Co. LLC 0001250731Nov 14, 2025 11$1.5B
Valley Wealth Managers, Inc. 0000924166Nov 3, 2025 312$1.5B
Kentucky Retirement Systems Insurance Trust Fund 0001584686Nov 13, 2025 494$1.5B
ARS Investment Partners, LLC 0000733020Oct 15, 2025 204$1.5B
GDS Wealth Management 0001940869Oct 31, 2025 186$1.5B
Phillips Financial Management, LLC 0001350660Oct 24, 2025 305$1.5B
Cacti Asset Management LLC 0001452208Oct 1, 2025 76$1.5B
Polaris Capital Management, LLC 0001316926Oct 27, 2025 90$1.5B
Angeles Investment Advisors, LLC 0001535695Nov 6, 2025 30$1.5B
Maple Capital Management, Inc. 0001313893Nov 21, 2025 114$1.5B
Foster Dykema Cabot & Partners, LLC 0002011882Nov 12, 2025 421$1.5B
Ameritas Advisory Services, LLC 0001901275Nov 6, 2025 2,104$1.5B
Triglav Investments, D.O.O. 0002056690Nov 5, 2025 140$1.5B
AlphaQuest LLC 0001883897Nov 3, 2025 2,237$1.5B
Cumberland Partners Ltd 0001578985Nov 7, 2025 162$1.5B
Rakuten Group, Inc. 0001294591Nov 5, 2025 3$1.5B
Guardian Wealth Advisors, LLC / NC 0001901403Nov 14, 2025 355$1.5B
Patriot Investment Management Group, Inc. 0001773830Oct 15, 2025 242$1.5B
Baldwin Wealth Partners LLC 0001021258Oct 14, 2025 234$1.5B
NBT Bank, N.A. 0000898413Oct 28, 2025 829$1.5B
Aureus Asset Management, LLC 0001381296Nov 17, 2025 199$1.5B
Cullinan Associates Inc. 0001161670Oct 27, 2025 213$1.5B
Regal Investment Advisors LLC 0001559789Nov 13, 2025 516$1.5B
Trustmark Bank Trust Department 0000861176Nov 12, 2025 277$1.5B
Avalon Trust Co 0001798150Nov 10, 2025 612$1.5B
Browning West LP 0001825564Nov 14, 2025 4$1.5B
Platinum Investment Management Ltd. 0001256071Nov 13, 2025 120$1.5B
Oak Ridge Investments LLC 0001054554Oct 29, 2025 179$1.5B
FJ Investments, LLC 0001903573Nov 12, 2025 5$1.5B