13F History

ManagerCIKFiledPositions13F Reported Value
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0001965756Nov 3, 2025 381$1.5B
BIT Capital GmbH 0002053305Aug 8, 2025 80$1.5B
Broadwood Capital Inc. 0001278387Aug 14, 2025 8$1.5B
Rush Island Management, LP 0001736465Aug 14, 2025 17$1.5B
Sage Mountain Advisors LLC 0001832274Jul 31, 2025 494$1.5B
Massachusetts Mutual Life Insurance Co. 0000225602Aug 15, 2025 2$1.5B
Berger Financial Group, Inc 0001826136Jul 22, 2025 415$1.5B
Jordan Park Group LLC 0001707975Jul 31, 2025 69$1.5B
Wesleyan Assurance Society 0001773368Aug 1, 2025 108$1.5B
Scheer, Rowlett & Associates Investment Management Ltd. 0001426327Aug 7, 2025 31$1.5B
Patten & Patten Inc. 0001044905Jul 28, 2025 323$1.5B
WCG Wealth Advisors LLC 0001855713Aug 13, 2025 327$1.5B
First National Bank of Omaha 0000036644Feb 10, 2026 311$1.5B
Legacy Private Trust Co. 0001352547Jul 8, 2025 249$1.5B
Long Focus Capital Management, LLC 0001602716Aug 14, 2025 81$1.5B
AdvisorNet Financial, Inc 0001409362Jul 14, 2025 2,203$1.5B
Janney Capital Management LLC 0001569855Jul 17, 2025 232$1.5B
Strategic Value Partners, LLC 0001301912Aug 14, 2025 1$1.6B
Oakworth Capital, Inc. 0001588871Jul 17, 2025 637$1.6B
Praxis Investment Management Inc. 0001056825Jul 29, 2025 787$1.6B
S&co Inc. 0001082461Aug 7, 2025 223$1.6B
Hilltop Holdings Inc. 0001265131Aug 14, 2025 861$1.6B
Bar Harbor Wealth Management 0001035463Jul 23, 2025 255$1.6B
Aureus Asset Management, LLC 0001381296Aug 14, 2025 205$1.6B
Consulta Ltd 0001510677Aug 14, 2025 10$1.6B
Resonant Capital Advisors, LLC 0001803236Jul 31, 2025 413$1.6B
CTC LLC 0001445893Aug 15, 2025 40$1.6B
Pine Ridge Advisers LLC 0001845915Aug 15, 2025 38$1.6B
FUKOKU MUTUAL LIFE INSURANCE Co 0001033324Aug 12, 2025 264$1.6B
JFS Wealth Advisors, LLC 0001568068Jul 24, 2025 1,865$1.6B
Empire Life Investments Inc. 0001640951Aug 14, 2025 111$1.6B
Segment Wealth Management, LLC 0001575581Jul 21, 2025 285$1.6B
Meritage Portfolio Management 0000881432Jul 25, 2025 326$1.6B
Edgar Lomax Co. 0001013538Aug 12, 2025 58$1.6B
GAMMA Investing LLC 0002010235Jul 14, 2025 3,769$1.6B
CSS LLC 0001103646Aug 14, 2025 673$1.6B
Campbell & CO Investment Adviser LLC 0001353570Aug 7, 2025 1,100$1.6B
Hills Bank & Trust Co 0001309148Aug 5, 2025 313$1.6B
Knighthead Capital Management, LLC 0001512397Aug 14, 2025 4$1.6B
Country Club Bank 0000824325Jul 23, 2025 321$1.6B
Wilkinson Global Asset Management LLC 0001764000Aug 11, 2025 70$1.6B
McDonald Capital Investors Inc. 0001033225Jul 31, 2025 20$1.6B
Portolan Capital Management, LLC 0001350290Aug 13, 2025 118$1.6B
LMCG Investments, LLC 0001470944Jul 24, 2025 225$1.6B
Rothschild Investment LLC 0000085338Aug 11, 2025 3,015$1.6B
FountainVest China Capital Partners GP3 Ltd. 0001795487Sep 5, 2025 2$1.6B
Atwood & Palmer Inc. 0001044929Jul 8, 2025 514$1.6B
Good Life Advisors, LLC 0001696260Aug 8, 2025 500$1.6B
Principle Wealth Partners LLC 0001743413Jul 30, 2025 358$1.6B
Greenwood Gearhart LLC 0001084683Jul 24, 2025 105$1.6B
Global Alpha Capital Management Ltd. 0001584691Aug 7, 2025 56$1.6B
Rock Springs Capital Management LP 0001595725Aug 14, 2025 93$1.6B
BBR Partners, LLC 0001352467Aug 14, 2025 236$1.6B
Main Street Research LLC 0001513211Aug 5, 2025 115$1.6B
Proficio Capital Partners LLC 0001654175Aug 7, 2025 434$1.6B
Legacy Wealth Management, LLC 0001488921Jul 17, 2025 31$1.6B
3EDGE Asset Management, LP 0001665605Jul 31, 2025 88$1.6B
Evanson Asset Management, LLC 0001626379Jul 15, 2025 325$1.6B
Berkley W R Corp. 0000011544Aug 14, 2025 208$1.6B
Helikon Investments Ltd 0001839497Aug 8, 2025 19$1.6B
Franklin Street Advisors Inc. 0001010873Jul 21, 2025 173$1.6B
Diversify Wealth Management, LLC 0002030780Aug 14, 2025 535$1.6B
Maplelane Capital, LLC 0001512173Aug 13, 2025 47$1.6B
Rakuten Group, Inc. 0001294591Aug 5, 2025 2$1.6B
BIP Wealth, LLC 0001590214Jul 31, 2025 283$1.6B
Punch & Associates Investment Management, Inc. 0001238990Aug 14, 2025 163$1.6B
Meeder Asset Management Inc. 0000809443Aug 7, 2025 846$1.6B
Parsons Capital Management Inc. 0001018674Jul 18, 2025 438$1.6B
Advocacy Wealth Management, LLC 0001569452Aug 13, 2025 63$1.6B
Cartenna Capital, LP 0001808928Aug 14, 2025 31$1.6B
Guyasuta Investment Advisors Inc. 0000928568Jul 17, 2025 257$1.6B
Chai Trust Co. LLC 0001250731Aug 14, 2025 11$1.6B
Sofi Wealth, LLC 0001925582Aug 11, 2025 46$1.6B
Evensky & Katz LLC 0001357867Jul 22, 2025 73$1.6B
Emerald Mutual Fund Advisers Trust 0001352895Aug 4, 2025 212$1.6B
Theleme Partners LLP 0001511881Aug 14, 2025 10$1.6B
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0001329375Jul 14, 2025 60$1.6B
Cornerstone Wealth Management, LLC 0001674117Aug 12, 2025 649$1.6B
Courier Capital LLC 0001015247Jul 28, 2025 386$1.6B
Knights of Columbus Asset Advisors LLC 0001688666Jul 22, 2025 368$1.7B
Simplify Asset Management Inc. 0001846368Aug 7, 2025 87$1.7B
Rehmann Capital Advisory Group 0001633037Jul 30, 2025 610$1.7B
Ion Asset Management Ltd. 0001603837Aug 15, 2025 58$1.7B
L1 Capital Pty Ltd 0001817646Sep 11, 2025 30$1.7B
Financiere des Professionnels - Fonds d'investissement inc. 0001996846Jul 11, 2025 383$1.7B
Sax Wealth Advisors, LLC 0001846150Jul 23, 2025 422$1.7B
Motley Fool Wealth Management, LLC 0001607978Aug 1, 2025 127$1.7B
Maren Capital LLC 0001961415Aug 13, 2025 25$1.7B
Spinnaker Trust 0001158970Aug 4, 2025 290$1.7B
Cidel Asset Management Inc. 0001621915Jul 29, 2025 360$1.7B
UNIVEST FINANCIAL Corp 0000102212Aug 4, 2025 266$1.7B
SRB Corp. 0001496228Aug 14, 2025 23$1.7B
Roffman Miller Associates Inc. 0000869367Aug 5, 2025 74$1.7B
Efficient Advisors, LLC 0001542164Aug 7, 2025 96$1.7B
Western Wealth Management, LLC 0001767902Aug 11, 2025 721$1.7B
Oxford Financial Group, LTD. LLC 0001245862Aug 14, 2025 259$1.7B
Alaska Permanent Fund Corp 0001582681Aug 14, 2025 11$1.7B
Cyndeo Wealth Partners, LLC 0001950947Jul 24, 2025 465$1.7B
EcoR1 Capital, LLC 0001587114Aug 14, 2025 36$1.7B
Accredited Investors Inc. 0001518364Aug 8, 2025 239$1.7B