13F History

ManagerCIKFiledPositions13F Reported Value
Portolan Capital Management, LLC 0001350290Nov 13, 2025 119$1.8B
Main Street Research LLC 0001513211Nov 13, 2025 129$1.9B
Foster & Motley Inc. 0001163902Oct 23, 2025 393$1.9B
Sofi Wealth, LLC 0001925582Oct 22, 2025 48$1.9B
Community Trust & Investment Co. 0001047142Oct 22, 2025 141$1.9B
Moody LYNN Lieberson & Walker, LLC 0000938592Oct 20, 2025 259$1.9B
Corebridge Financial, Inc. 0001889539Nov 13, 2025 6$1.9B
SVB Wealth LLC 0001626116Nov 6, 2025 405$1.9B
Kepler Cheuvreux (Suisse) SA 0002096459Nov 13, 2025 141$1.9B
CastleKnight Management LP 0001835751Nov 14, 2025 367$1.9B
Sax Wealth Advisors, LLC 0001846150Oct 20, 2025 436$1.9B
ATLAS Infrastructure Partners (UK) Ltd. 0001924953Nov 14, 2025 9$1.9B
Syon Capital LLC 0001999353Nov 7, 2025 810$1.9B
Analog Century Management LP 0001753384Nov 17, 2025 23$1.9B
EQT Fund Management S.a r.l. 0001834239Nov 14, 2025 4$1.9B
Paradigm Operations LP 0001911136Nov 14, 2025 2$1.9B
Midland Wealth Advisors, LLC 0001990058Nov 7, 2025 168$1.9B
Soleus Capital Management, L.P. 0001802630Nov 14, 2025 87$1.9B
Leonteq Securities AG 0001535950Feb 17, 2026 1,217$1.9B
Spyglass Capital Management LLC 0001654344Nov 14, 2025 25$1.9B
Kontiki Capital Management (HK) Ltd. 0001713390Nov 14, 2025 7$1.9B
Stairway Partners, LLC 0001454138Oct 3, 2025 18$1.9B
Goelzer Investment Management, Inc. 0001550057Oct 14, 2025 247$1.9B
Hilltop Holdings Inc. 0001265131Nov 14, 2025 904$1.9B
Compass Capital Management, Inc. 0001002152Nov 13, 2025 86$1.9B
Western Wealth Management, LLC 0001767902Nov 6, 2025 760$1.9B
Heartland Advisors Inc. 0000937394Nov 7, 2025 237$1.9B
Dorsey & Whitney Trust CO LLC 0001384042Nov 13, 2025 687$1.9B
1ST Source Bank 0000356264Nov 12, 2025 267$1.9B
McKinley Carter Wealth Services, Inc. 0001484265Nov 4, 2025 313$1.9B
American Family Investments, Inc. 0002029723Nov 14, 2025 9$1.9B
Invenomic Capital Management LP 0001769456Nov 14, 2025 141$1.9B
Coronation Fund Managers Ltd. 0001594320Nov 7, 2025 48$1.9B
Cartenna Capital, LP 0001808928Nov 14, 2025 31$1.9B
Pine Valley Investments Ltd Liability Co 0001975417Feb 17, 2026 519$1.9B
HSG Holding Ltd 0001470766Nov 14, 2025 19$1.9B
Saratoga Research & Investment Management 0001477872Nov 17, 2025 43$1.9B
Silver Point Capital L.P. 0001332784Nov 14, 2025 23$1.9B
XTX Topco Ltd 0001828301Nov 14, 2025 2,489$1.9B
PFG Investments, LLC 0001973224Oct 31, 2025 1,111$1.9B
Sigma Investment Counselors Inc. 0001085163Oct 29, 2025 198$1.9B
Distillate Capital Partners LLC 0001741001Nov 14, 2025 119$1.9B
Westchester Capital Management, LLC 0001512805Nov 14, 2025 246$1.9B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0001622346Nov 14, 2025 7$1.9B
Emerald Mutual Fund Advisers Trust 0001352895Oct 30, 2025 219$1.9B
Progeny 3, Inc. 0001536006Nov 14, 2025 34$1.9B
Aristotle Capital Boston, LLC 0001633911Nov 14, 2025 127$1.9B
Yaupon Capital Management LP 0001755028Nov 14, 2025 93$1.9B
Smith Salley Wealth Management 0001482012Oct 20, 2025 263$1.9B
Lowe Brockenbrough & Co. Inc. 0000022657Nov 5, 2025 334$1.9B
DRW Securities, LLC 0001481986Nov 14, 2025 1,078$1.9B
AG2R La Mondiale Gestion D'actifs 0002047606Nov 13, 2025 364$1.9B
Lombard Odier Asset Management (Europe) Ltd 0001535784Nov 14, 2025 159$2.0B
Leeward Investments, LLC - MA 0001923173Nov 7, 2025 142$2.0B
Southeastern Asset Management Inc. 0000807985Nov 14, 2025 49$2.0B
Sun Life Financial Inc. 0001097362Nov 10, 2025 36$2.0B
Cerity Partners OCIO LLC 0001519611Oct 22, 2025 25$2.0B
Alerus Financial NA 0000919458Nov 10, 2025 533$2.0B
Acropolis Investment Management, LLC 0001318601Oct 7, 2025 266$2.0B
Bpifrance SA 0001731118Nov 3, 2025 2$2.0B
Osborne Partners Capital Management, LLC 0001005607Oct 30, 2025 206$2.0B
Fairview Capital Investment Management, LLC 0001056549Nov 14, 2025 176$2.0B
Generate Investment Management Ltd 0002025905Oct 20, 2025 81$2.0B
Highbridge Capital Management LLC 0000919185Nov 10, 2025 300$2.0B
Atairos Group, Inc. 0001671122Nov 14, 2025 5$2.0B
TruWealth Advisors, LLC 0001834985Oct 6, 2025 182$2.0B
Klingman & Associates, LLC 0001662449Oct 27, 2025 319$2.0B
Ae Industrial Partners, LP 0001880785Nov 7, 2025 3$2.0B
Garde Capital, Inc. 0001616328Dec 16, 2025 204$2.0B
Elm Partners Management LLC 0001743941Nov 4, 2025 146$2.0B
Milestone Resources Group Ltd 0001708139Nov 4, 2025 10$2.0B
Soma Equity Partners LP 0001680964Nov 14, 2025 18$2.0B
Strategic Financial Services, Inc. 0001432539Nov 14, 2025 142$2.0B
GW Henssler & Associates Ltd. 0001080369Jan 23, 2026 231$2.0B
Deroy & Devereaux Private Investment Counsel Inc. 0001278678Oct 28, 2025 174$2.0B
Bank of Hawaii 0000315080Nov 14, 2025 232$2.0B
Cinctive Capital Management LP 0001787258Nov 14, 2025 375$2.0B
Greenwich Wealth Management LLC 0001439805Nov 12, 2025 277$2.0B
Highland Capital Management, LLC 0000860486Oct 16, 2025 412$2.0B
Mason Investment Advisory Services, Inc. 0001635007Nov 12, 2025 80$2.0B
Bryn Mawr Trust Advisors, LLC 0001700481Nov 4, 2025 438$2.0B
Blackhill Capital Inc. 0000872162Nov 13, 2025 51$2.0B
Zions Bancorporation, National Association 0000109380Nov 7, 2025 844$2.0B
CenterBook Partners LP 0001872738Nov 7, 2025 544$2.0B
BIP Wealth, LLC 0001590214Oct 30, 2025 310$2.0B
Standard Investments LLC 0001539436Nov 14, 2025 12$2.0B
Prosperity Consulting Group, LLC 0001910398Nov 14, 2025 491$2.0B
McAdam, LLC 0001695490Oct 29, 2025 394$2.0B
Confluence Wealth Services, Inc. 0001910411Oct 28, 2025 368$2.0B
Madrone Advisors, LLC 0001964563Nov 14, 2025 6$2.0B
TCG Crossover Management, LLC 0001839948Nov 17, 2025 40$2.0B
Hardman Johnston Global Advisors LLC 0001006364Oct 27, 2025 72$2.0B
Hill Path Capital LP 0001676292Nov 14, 2025 8$2.0B
Permira Holdings LTD 0001337150Dec 11, 2025 1$2.0B
Halbert Hargrove Global Advisors, LLC 0001484205Oct 16, 2025 723$2.0B
Commodore Capital LP 0001831942Nov 14, 2025 37$2.0B
Waters Parkerson & Co., LLC 0001222993Oct 28, 2025 184$2.1B
Ausdal Financial Partners, Inc. 0001667146Nov 14, 2025 923$2.1B
Fernbridge Capital Management LP 0001827734Nov 13, 2025 24$2.1B
Readystate Asset Management LP 0001900923Nov 7, 2025 348$2.1B