13F History

ManagerCIKFiledPositions13F Reported Value
Legacy Wealth Management, LLC 0001488921Oct 10, 2025 29$1.7B
Hills Bank & Trust Co 0001309148Nov 13, 2025 323$1.7B
LMCG Investments, LLC 0001470944Oct 29, 2025 222$1.7B
Patten & Patten Inc. 0001044905Oct 31, 2025 344$1.7B
Atwood & Palmer Inc. 0001044929Oct 15, 2025 489$1.7B
Empire Life Investments Inc. 0001640951Nov 12, 2025 107$1.7B
JFS Wealth Advisors, LLC 0001568068Nov 10, 2025 1,901$1.7B
Rock Springs Capital Management LP 0001595725Nov 14, 2025 92$1.7B
Summit Global Investments 0001697953Nov 3, 2025 462$1.7B
Resonant Capital Advisors, LLC 0001803236Oct 29, 2025 437$1.7B
Caption Management, LLC 0001706766Nov 14, 2025 589$1.7B
Principle Wealth Partners LLC 0001743413Nov 3, 2025 359$1.7B
Evensky & Katz LLC 0001357867Nov 13, 2025 73$1.7B
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0001965756Oct 21, 2025 412$1.7B
Punch & Associates Investment Management, Inc. 0001238990Nov 14, 2025 160$1.7B
Knighthead Capital Management, LLC 0001512397Nov 14, 2025 4$1.7B
Simplicity Wealth,LLC 0001913243Oct 30, 2025 709$1.7B
Oakworth Capital, Inc. 0001588871Nov 4, 2025 844$1.7B
HMI Capital Management, L.P. 0001469026Nov 14, 2025 12$1.7B
Diversify Wealth Management, LLC 0002030780Nov 12, 2025 541$1.7B
BBR Partners, LLC 0001352467Nov 7, 2025 270$1.7B
Greenwood Gearhart LLC 0001084683Nov 12, 2025 104$1.7B
Verdence Capital Advisors LLC 0001719305Oct 29, 2025 700$1.7B
Franklin Street Advisors Inc. 0001010873Oct 9, 2025 170$1.7B
Financiere des Professionnels - Fonds d'investissement inc. 0001996846Oct 21, 2025 366$1.7B
Voss Capital, LP 0001730145Nov 20, 2025 46$1.7B
Guyasuta Investment Advisors Inc. 0000928568Oct 21, 2025 261$1.7B
Smith Group Asset Management, LLC 0001893134Nov 13, 2025 172$1.7B
Cidel Asset Management Inc. 0001621915Nov 7, 2025 357$1.7B
Traynor Capital Management, Inc. 0001666786Nov 3, 2025 334$1.7B
SRB Corp. 0001496228Nov 14, 2025 23$1.7B
Sage Mountain Advisors LLC 0001832274Oct 29, 2025 547$1.7B
Courier Capital LLC 0001015247Oct 29, 2025 390$1.7B
Knights of Columbus Asset Advisors LLC 0001688666Nov 3, 2025 378$1.7B
Global Alpha Capital Management Ltd. 0001584691Nov 13, 2025 56$1.7B
Long Focus Capital Management, LLC 0001602716Nov 14, 2025 79$1.8B
Jordan Park Group LLC 0001707975Nov 3, 2025 67$1.8B
Rivernorth Capital Management, LLC 0001447578Nov 14, 2025 479$1.8B
Meeder Asset Management Inc. 0000809443Oct 24, 2025 807$1.8B
Consulta Ltd 0001510677Nov 14, 2025 12$1.8B
Parsons Capital Management Inc. 0001018674Oct 29, 2025 458$1.8B
Burkehill Global Management, LP 0001904549Nov 14, 2025 139$1.8B
Granite Investment Partners, LLC 0001542266Nov 10, 2025 249$1.8B
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0001329375Oct 20, 2025 59$1.8B
Grandfield & Dodd, LLC 0001308016Oct 30, 2025 211$1.8B
AdvisorNet Financial, Inc 0001409362Oct 9, 2025 2,210$1.8B
Oxford Financial Group, LTD. LLC 0001245862Nov 13, 2025 279$1.8B
Formuepleje A/S 0001801212Aug 27, 2026 50$1.8B
Y.D. More Investments Ltd 0001870364Nov 10, 2025 491$1.8B
3EDGE Asset Management, LP 0001665605Oct 30, 2025 97$1.8B
Rothschild Investment LLC 0000085338Nov 7, 2025 3,134$1.8B
Evanson Asset Management, LLC 0001626379Oct 14, 2025 323$1.8B
Efficient Advisors, LLC 0001542164Nov 10, 2025 58$1.8B
Venrock Adviser, LLC 0001615982Nov 14, 2025 33$1.8B
Liberty One Investment Management, LLC 0001807328Oct 27, 2025 143$1.8B
Spear Holdings RSC Ltd 0002023475Oct 30, 2025 18$1.8B
Quintet Private Bank (Europe) S.A. 0001977290Oct 7, 2025 194$1.8B
Roffman Miller Associates Inc. 0000869367Oct 14, 2025 80$1.8B
Rheos Capital Works Inc. 0001735445Oct 22, 2025 62$1.8B
UNIVEST FINANCIAL Corp 0000102212Oct 30, 2025 260$1.8B
Ami Asset Management Corp. 0001369702Oct 16, 2025 89$1.8B
Virtu Financial LLC 0001533964Nov 14, 2025 1,415$1.8B
Gilead Sciences, Inc. 0000882095Nov 13, 2025 9$1.8B
Accredited Investors Inc. 0001518364Oct 30, 2025 264$1.8B
Johns Hopkins University 0001764756Nov 17, 2025 16$1.8B
Aew Capital Management L P 0001046187Nov 10, 2025 43$1.8B
Maren Capital LLC 0001961415Nov 13, 2025 22$1.8B
Alta Capital Management LLC/ 0001093589Nov 4, 2025 97$1.8B
Cyndeo Wealth Partners, LLC 0001950947Oct 10, 2025 474$1.8B
Ruffer LLP 0001426859Nov 3, 2025 101$1.8B
Partners Group Holding AG 0001534259Nov 12, 2025 38$1.8B
Spinnaker Trust 0001158970Nov 5, 2025 292$1.8B
Arvest Bank Trust Division 0001625959Nov 7, 2025 209$1.8B
Blue Whale Capital LLP 0001801547Nov 13, 2025 23$1.8B
Cornerstone Wealth Management, LLC 0001674117Nov 4, 2025 679$1.8B
First Interstate Bank 0001125727Oct 29, 2025 201$1.8B
Sylebra Capital LLC 0002003074Nov 14, 2025 11$1.8B
Cryder Capital Partners LLP 0001633969Nov 5, 2025 11$1.8B
Nationwide Fund Advisors 0001097218Oct 24, 2025 10$1.8B
GAMMA Investing LLC 0002010235Oct 2, 2025 3,873$1.8B
Full Sail Capital, LLC 0001757617Nov 14, 2025 308$1.8B
NEA Management Company, LLC 0001512848Nov 14, 2025 29$1.8B
Discovery Capital Management, LLC / CT 0001389507Nov 14, 2025 86$1.8B
Mogy Joel R Investment Counsel Inc. 0001126735Oct 16, 2025 119$1.8B
Rehmann Capital Advisory Group 0001633037Nov 13, 2025 634$1.8B
Siemens Fonds Invest GmbH 0001856637Nov 14, 2025 552$1.8B
Willis Investment Counsel 0001310929Nov 5, 2025 127$1.8B
Sound Income Strategies, LLC 0001730960Oct 10, 2025 1,701$1.8B
Tectonic Advisors LLC 0001859918Oct 21, 2025 330$1.8B
Glendon Capital Management LP 0001604350Nov 12, 2025 24$1.8B
Rice Hall James & Associates, LLC 0001230765Oct 16, 2025 248$1.8B
TPG GP A, LLC 0001903793Nov 14, 2025 9$1.8B
Sather Financial Group Inc 0001568540Oct 22, 2025 106$1.8B
Point72 Europe (London) LLP 0001698051Nov 14, 2025 726$1.8B
Regents of the University of California 0000315054May 28, 2026 8$1.8B
HITE Hedge Asset Management LLC 0001568939Nov 13, 2025 114$1.8B
Weitz Investment Management, Inc. 0000883965Nov 10, 2025 48$1.8B
Nwam LLC 0001655006Feb 4, 2026 637$1.8B
Barr E S & Co. 0001040210Nov 12, 2025 115$1.8B
Capstone Financial Advisors, Inc. 0001599217Nov 14, 2025 182$1.8B