13F History

ManagerCIKFiledPositions13F Reported Value
Owl Creek Asset Management, L.P. 0001313756Aug 14, 2026 31$1.1B
MV Capital Management, Inc. 0001633366Jul 30, 2026 1,278$1.1B
Azzad Asset Management Inc. 0001121914Jul 29, 2026 351$1.1B
Sentinel Trust Co. Lba 0001114739Jul 13, 2026 136$1.1B
Bensler, LLC 0001965941Jul 23, 2026 198$1.1B
Tairen Capital Ltd 0001652062Aug 13, 2026 44$1.1B
Focused Wealth Management, Inc 0001586052Aug 7, 2026 228$1.1B
Institute for Wealth Management, LLC. 0001533954Jul 28, 2026 1,763$1.1B
Black Diamond Financial, LLC 0001759236Aug 4, 2026 198$1.1B
Pictet North America Advisors SA 0001599576Jul 24, 2026 154$1.1B
Telos Capital Management, Inc. 0001567889Jul 22, 2026 201$1.1B
Gryphon Financial Partners LLC 0001729094Aug 5, 2026 382$1.1B
Pekin Hardy Strauss, Inc. 0001020317Jul 30, 2026 511$1.1B
Voya Financial Advisors, Inc. 0001424367Aug 12, 2026 208$1.1B
Connable Office Inc. 0000914933Aug 3, 2026 231$1.1B
Ycg, LLC 0001584801Aug 13, 2026 41$1.1B
High Ground Investment Management LLP 0001828180Jul 20, 2026 7$1.1B
RW Investment Management LLC 0001631627Aug 6, 2026 115$1.1B
Private Capital Advisors, Inc. 0001350780Jul 24, 2026 76$1.1B
Shellback Capital, LP 0001591744Aug 14, 2026 89$1.1B
McGuire Investment Group, LLC 0001756959Jul 27, 2026 137$1.1B
Vista Capital Partners, Inc. 0001486946Jul 24, 2026 170$1.1B
Carret Asset Management, LLC 0000791490Aug 4, 2026 309$1.1B
Symetra Investment Management Co 0001811513Aug 14, 2026 6$1.1B
Liberty Mutual Group Asset Management Inc. 0001533497Aug 14, 2026 39$1.1B
Gleason Group, Inc. 0001822632Jul 13, 2026 449$1.1B
Discipline Wealth Solutions, LLC 0002010507Jul 21, 2026 197$1.1B
Hartline Investment Corp./ 0000945625Jul 29, 2026 115$1.1B
Marks Group Wealth Management, Inc 0001802473Jul 28, 2026 350$1.1B
1607 Capital Partners, LLC 0001436866Sep 2, 2026 141$1.1B
Tanager Wealth Management LLP 0001892929Jul 23, 2026 158$1.1B
Consolidated Investment Group LLC 0001556168Jul 22, 2026 77$1.2B
Cascade Financial Partners, LLC 0002021208Aug 4, 2026 279$1.2B
PFM Health Sciences, LP 0001442756Aug 14, 2026 96$1.2B
AWM Investment Company, Inc. 0001535264Aug 14, 2026 106$1.2B
Webster Bank, N. A. 0001105837Jul 20, 2026 698$1.2B
Heritage Trust Co 0001706028Aug 6, 2026 313$1.2B
Apriem Advisors 0001425165Aug 14, 2026 182$1.2B
Connors Investor Services Inc. 0000884548Aug 14, 2026 153$1.2B
Wgi Dm, LLC 0002059126Aug 7, 2026 7$1.2B
Delta Asset Management LLC 0000860857Aug 10, 2026 599$1.2B
Lodestar Private Asset Management LLC 0001963040Jul 28, 2026 232$1.2B
Prescott Group Capital Management, L.L.C. 0001166152Aug 7, 2026 292$1.2B
Mayflower Financial Advisors, LLC 0001852930Jul 9, 2026 498$1.2B
LVW Advisors, LLC 0001576053Jul 15, 2026 462$1.2B
Octavia Wealth Advisors, LLC 0001841259Jul 14, 2026 231$1.2B
TRUE Private Wealth Advisors 0001667074Jul 23, 2026 283$1.2B
Two Sigma Securities, LLC 0001450144Aug 14, 2026 1,668$1.2B
Stadion Money Management, LLC 0001321220Aug 14, 2026 27$1.2B
Compass Ion Advisors, LLC 0001621100Aug 12, 2026 297$1.2B
Forge Financial Services LLC 0002055357Aug 7, 2026 36$1.2B
Coliseum Capital Management, LLC 0001409751Aug 14, 2026 11$1.2B
Estate Counselors, LLC 0001559832Aug 7, 2026 91$1.2B
MASTERINVEST Kapitalanlage GmbH 0002075029Aug 17, 2026 300$1.2B
Pinkerton Wealth, LLC 0001536446Jul 30, 2026 103$1.2B
Jacobs & Co. 0001055544Jul 9, 2026 134$1.2B
Motco 0001306333Jul 31, 2026 840$1.2B
Verus Financial Partners, Inc. 0001481714Jul 21, 2026 127$1.2B
Clarity Financial LLC 0001862145Jul 20, 2026 127$1.2B
KWB Wealth 0001822236Jul 10, 2026 169$1.2B
American National Bank & Trust 0001272164Jul 22, 2026 631$1.2B
Townsend & Associates, Inc 0001729359Jul 22, 2026 114$1.2B
Waycross Partners, LLC 0001844873Aug 11, 2026 72$1.2B
Tanglewood Wealth Management, Inc. 0001454308Jul 27, 2026 44$1.2B
Trust Point Inc. 0001635633Jul 8, 2026 463$1.2B
Kohmann Bosshard Financial Services, LLC 0001696615Jul 15, 2026 229$1.2B
Cache Advisors, LLC 0002052593Jul 14, 2026 139$1.2B
MMCAP International Inc. SPC 0001304857Aug 14, 2026 303$1.2B
Nadler Financial Group, Inc. 0001541787Jul 30, 2026 149$1.2B
Financial Synergies Wealth Advisors, Inc. 0002017868Jul 17, 2026 116$1.2B
Crescent Grove Advisors, LLC 0001713520Aug 10, 2026 297$1.2B
Transamerica Financial Advisors, LLC 0001502149Aug 17, 2026 2,188$1.2B
Zuckerman Investment Group, LLC 0001423296Aug 14, 2026 138$1.2B
Arlington Trust Co LLC 0001997685Jul 7, 2026 846$1.2B
Clarkston Capital Partners, LLC 0001562855Aug 11, 2026 96$1.2B
GRS Advisors, LLC 0001544554Aug 14, 2026 27$1.2B
Canandaigua National Bank & Trust Co. 0001074266Jul 7, 2026 305$1.2B
Randolph Co Inc 0001475150Jul 23, 2026 47$1.2B
Petersen Hastings Wealth Advisors Inc. 0002109614Jul 17, 2026 87$1.2B
Khrom Capital Management LLC 0001877963Aug 14, 2026 15$1.2B
Biglari Capital Corp. 0001334429Aug 14, 2026 12$1.2B
LVM Capital Management Ltd. 0001053054Jul 9, 2026 163$1.2B
Wealth Alliance, LLC 0001793904Aug 11, 2026 573$1.2B
HSG Holding Ltd 0001470766Aug 13, 2026 20$1.2B
Royal Fund Management, LLC 0001810099Jul 20, 2026 273$1.2B
Blue Grotto Capital, LLC 0001764725Aug 3, 2026 29$1.2B
Blueprint Investment Partners LLC 0001794467Aug 4, 2026 159$1.2B
Relyea Zuckerberg Hanson LLC 0001793691Jul 16, 2026 302$1.2B
Consolidated Portfolio Review Corp 0001972835Jul 23, 2026 34$1.2B
Amica Mutual Insurance Co. 0000857508Aug 5, 2026 142$1.2B
Belvedere Trading LLC 0001632341Jul 31, 2026 326$1.2B
Trust Co. of Toledo NA 0001008937Jul 16, 2026 865$1.2B
Coppell Advisory Solutions LLC 0001848433Aug 14, 2026 553$1.2B
Oribel Capital Management, LP 0001661140Aug 13, 2026 50$1.2B
Woodstock Corp. 0001008877Jul 13, 2026 163$1.2B
Cornerstone Advisory, LLC 0001668189Jul 29, 2026 273$1.2B
Cooper Financial Group 0001751581Jul 8, 2026 448$1.2B
TritonPoint Partners, LLC 0002111167Aug 13, 2026 351$1.2B
Meteora Capital, LLC 0001905106Aug 14, 2026 428$1.2B
Bank of Nova Scotia Trust Co. 0001335382Aug 11, 2026 173$1.2B