13F History

ManagerCIKFiledPositions13F Reported Value
Potomac Fund Management Inc. 0000826000Oct 2, 2025 96$1.7B
Texas Permanent School Fund Corp. 0001223779Feb 14, 2025 5$1.7B
Mason Investment Advisory Services, Inc. 0001635007Feb 6, 2025 71$1.7B
Visionary Wealth Advisors 0001802984Feb 14, 2025 534$1.7B
Kensington Asset Management, LLC 0001979884Feb 13, 2025 26$1.7B
Accredited Investors Inc. 0001518364Feb 13, 2025 228$1.7B
Baring Fintech Manager Holding Ltd 0002053290Feb 13, 2025 1$1.7B
Ghisallo Capital Management LLC 0001825214Feb 14, 2025 109$1.7B
Basswood Capital Management, L.L.C. 0001085393Feb 14, 2025 105$1.7B
CAS Investment Partners, LLC 0001697591Feb 14, 2025 4$1.7B
Alphabet Inc. 0001652044Feb 7, 2025 40$1.7B
Atlantic Union Bankshares Corp 0000883948Feb 7, 2025 312$1.7B
Westchester Capital Management, LLC 0001512805Feb 14, 2025 159$1.7B
Goelzer Investment Management, Inc. 0001550057Jan 21, 2025 235$1.7B
SurgoCap Partners LP 0001960830Feb 14, 2025 10$1.7B
Osborne Partners Capital Management, LLC 0001005607Jan 24, 2025 218$1.7B
Empirical Finance, LLC 0001572838Jan 28, 2025 500$1.7B
Point72 Europe (London) LLP 0001698051Feb 14, 2025 126$1.7B
Sabal Trust CO 0001323276Feb 5, 2025 232$1.7B
Electron Capital Partners, LLC 0001586986Feb 14, 2025 40$1.7B
Ellevest, Inc. 0001644128Feb 14, 2025 412$1.7B
Cadian Capital Management, LP 0001423686Feb 14, 2025 26$1.7B
Unigestion Holding SA 0001745879Feb 13, 2025 153$1.7B
Smith Chas P & Associates Pa Cpas 0001082509Jan 21, 2025 159$1.7B
SRB Corp. 0001496228Feb 14, 2025 23$1.7B
GW Henssler & Associates Ltd. 0001080369Jan 24, 2025 185$1.7B
Deroy & Devereaux Private Investment Counsel Inc. 0001278678Jan 24, 2025 171$1.7B
Zhang Financial LLC 0001776290Jan 16, 2025 295$1.7B
1ST Source Bank 0000356264Feb 10, 2025 258$1.7B
Highland Capital Management, LLC 0000860486Jan 23, 2025 375$1.8B
Seilern Investment Management Ltd 0001817797Jan 16, 2025 21$1.8B
Financial Advocates Investment Management 0001730293Jan 27, 2025 733$1.8B
IFG Advisory, LLC 0001728319Feb 14, 2025 672$1.8B
BlueCrest Capital Management Ltd 0001610880Feb 14, 2025 66$1.8B
Berkley W R Corp. 0000011544Feb 14, 2025 139$1.8B
Concourse Financial Group Securities, Inc. 0000752798Feb 13, 2025 11,478$1.8B
Cramer Rosenthal McGlynn LLC 0000820743Feb 13, 2025 97$1.8B
NEA Management Company, LLC 0001512848Feb 14, 2025 42$1.8B
Spyglass Capital Management LLC 0001654344Feb 14, 2025 25$1.8B
Invenomic Capital Management LP 0001769456Feb 14, 2025 153$1.8B
EverSource Wealth Advisors, LLC 0001710537Feb 10, 2025 3,757$1.8B
Halbert Hargrove Global Advisors, LLC 0001484205Jul 17, 2025 308$1.8B
WMS Partners, LLC 0001480916Feb 14, 2025 298$1.8B
Waratah Capital Advisors Ltd. 0001539919Feb 12, 2025 112$1.8B
Massachusetts Mutual Life Insurance Co. 0000225602Feb 13, 2025 2$1.8B
JB Capital LLC 0001879371Jan 24, 2025 223$1.8B
Equitable Trust Co. 0000033250Jan 28, 2025 469$1.8B
Sun Life Financial Inc. 0001097362Feb 13, 2025 35$1.8B
Standard Investments LLC 0001539436Feb 14, 2025 16$1.8B
Transform Wealth, LLC 0001682266Jan 17, 2025 260$1.8B
Rheos Capital Works Inc. 0001735445Jan 24, 2025 97$1.8B
Trajan Wealth LLC 0001934415Feb 13, 2025 178$1.8B
Bank of Hawaii 0000315080Feb 13, 2025 229$1.8B
GM Advisory Group, LLC 0001598304Feb 11, 2025 258$1.8B
Soma Equity Partners LP 0001680964Feb 14, 2025 17$1.8B
Strategic Wealth Investment Group, LLC 0001802365Jan 22, 2025 223$1.8B
Diversify Advisory Services, LLC 0002021232Jan 16, 2025 611$1.8B
Dorsey & Whitney Trust CO LLC 0001384042Feb 7, 2025 676$1.8B
Sachem Head Capital Management LP 0001582090Feb 14, 2025 14$1.8B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0001622346Feb 14, 2025 5$1.8B
Quintet Private Bank (Europe) S.A. 0001977290Feb 6, 2025 214$1.8B
StoneX Group Inc. 0000913760Aug 13, 2025 859$1.8B
Rice Hall James & Associates, LLC 0001230765Jan 31, 2025 249$1.8B
Cormorant Asset Management, LP 0001583977Feb 14, 2025 48$1.8B
Arkadios Wealth Advisors 0001800798Jan 15, 2025 931$1.8B
Punch & Associates Investment Management, Inc. 0001238990Feb 14, 2025 168$1.8B
McAdam, LLC 0001695490Jan 24, 2025 353$1.8B
Cobblestone Capital Advisors LLC 0001033505Feb 5, 2025 294$1.8B
Investment House LLC 0001566030Feb 11, 2025 199$1.8B
Heartland Advisors Inc. 0000937394Feb 12, 2025 198$1.8B
Greenoaks LLC 0001840735Feb 14, 2025 9$1.8B
HighPoint Advisor Group LLC 0001616034Feb 12, 2025 698$1.8B
Parsons Capital Management Inc. 0001018674Jan 22, 2025 441$1.8B
Csenge Advisory Group 0001715593Jan 30, 2025 694$1.8B
Fifth Third Wealth Advisors LLC 0001899030Jan 14, 2025 722$1.8B
Index Fund Advisors, Inc. 0001665097Jan 29, 2025 106$1.9B
Formuepleje A/S 0001801212Aug 27, 2026 56$1.9B
Bryn Mawr Trust Advisors, LLC 0001700481Feb 5, 2025 410$1.9B
Cinctive Capital Management LP 0001787258Feb 12, 2025 325$1.9B
Michael & Susan Dell Foundation 0001599858Feb 14, 2025 4$1.9B
Western Wealth Management, LLC 0001767902Feb 18, 2025 754$1.9B
RNC Capital Management LLC 0000051762Jan 28, 2025 163$1.9B
Ami Asset Management Corp. 0001369702Jan 17, 2025 92$1.9B
Bowie Capital Management, LLC 0001691982Feb 14, 2025 30$1.9B
Virtu Financial LLC 0001533964Feb 11, 2025 1,487$1.9B
Livforsakringsbolaget Skandia, Omsesidigt 0001547926Jan 28, 2025 572$1.9B
Long Pond Capital, LP 0001499066Feb 13, 2025 26$1.9B
Wedmont Private Capital 0001904274Jan 13, 2025 701$1.9B
Waters Parkerson & Co., LLC 0001222993Feb 14, 2025 177$1.9B
Reynders McVeigh Capital Management, LLC 0001455969Feb 13, 2025 202$1.9B
Linonia Partnership LP 0001985479Feb 13, 2025 9$1.9B
Sowell Financial Services LLC 0001633697Feb 7, 2025 505$1.9B
Flagship Harbor Advisors, LLC 0001691766Jan 21, 2025 734$1.9B
Fernbridge Capital Management LP 0001827734Feb 14, 2025 22$1.9B
Aventail Capital Group, LP 0001803822Feb 14, 2025 110$1.9B
JANA Partners Management, LP 0001998597Feb 14, 2025 10$1.9B
Motley Fool Asset Management LLC 0001512814Feb 12, 2025 226$1.9B
Obermeyer Wealth Partners 0001349654Feb 14, 2025 257$1.9B
RBF Capital, LLC 0001134621Feb 14, 2025 539$1.9B
Steele Capital Management, Inc. 0001646695Jan 31, 2025 77$1.9B