13F History

ManagerCIKFiledPositions13F Reported Value
Standard Family Office LLC 0001809494Feb 18, 2026 29$94.1M
Pacific Capital Partners Ltd 0002064920Jan 15, 2026 36$94.2M
Timelo Investment Management Inc. 0001851296Feb 13, 2026 44$94.2M
Boyer Financial Services, Inc. 0002108122Jan 30, 2026 51$94.3M
Hestia Capital Management, LLC 0001815344Jan 29, 2026 3$94.3M
OneAscent Investment Solutions LLC 0001974438Feb 11, 2026 121$94.4M
Merrithew & Thorsten Inc 0002107460Feb 3, 2026 120$94.5M
Thayer Financial, L.L.C. 0002100981Jan 12, 2026 33$94.6M
Breachway Investments LLC 0002106661Jan 27, 2026 98$94.8M
Tortuga Wealth Management, Inc 0002118051Apr 16, 2026 104$94.9M
Kazazian Asset Management, LLC 0001580415Feb 9, 2026 49$95.0M
Weaver C. Barksdale & Associates, Inc. 0001294588Feb 13, 2026 62$95.3M
Wallace Advisory Group, LLC 0001932645Jan 23, 2026 128$95.3M
Value Investment Professionals, LLC 0002110205Feb 11, 2026 77$95.4M
Sherry Group, Inc. 0002107738Feb 5, 2026 43$95.4M
Armor Advisors, L.L.C. 0001600698Feb 10, 2026 13$95.5M
Oceanic Investment Management LTD 0001438258Feb 13, 2026 40$95.5M
Private Harbour Investment Management & Counsel, LLC 0001453526Feb 17, 2026 37$95.6M
Partners Wealth Management, LLC 0002054714Jan 20, 2026 107$95.7M
Index Technologies Group LLC 0002095322Feb 12, 2026 142$95.8M
E&R Wealth Management, LLC 0002109932Feb 11, 2026 12$95.8M
Independent Wealth Advisors LLC 0002136099May 22, 2026 63$95.8M
Unify Financial Advisors 0002126814Apr 8, 2026 94$96.0M
Financial Network Wealth Advisors LLC 0002012031Feb 13, 2026 833$96.0M
Elevated Private Wealth, LLC 0002083411Feb 12, 2026 80$96.1M
Drum Hill Capital, LLC 0002054679Jan 26, 2026 49$96.2M
Variant Private Wealth, LLC 0002054798Jan 26, 2026 40$96.2M
Empower Harvest Management Services, Inc. 0002049453Feb 10, 2026 1$96.3M
Broadhurst Jeffrey B 0002114882May 15, 2026 40$96.3M
Provident Co of the Employees of the Hebrew University LTD 0002016961Feb 11, 2026 32$96.3M
Premier Private Wealth Management LLC 0002056550Feb 11, 2026 50$96.5M
Entelevest, LLC 0002109595Feb 11, 2026 114$96.5M
Invested Advisors 0002090165Jan 26, 2026 134$96.6M
Corps Capital Advisors, LLC 0002054234Feb 13, 2026 87$96.6M
Greenline Wealth Management LLC 0002111541Feb 13, 2026 552$96.6M
Oregon Pacific Wealth Management, LLC 0002043757Jan 16, 2026 116$96.8M
KVP Capital Advisors, LP 0001858198Feb 18, 2026 25$96.8M
CenturyLink Investment Management Co 0001054522Jan 7, 2026 1$96.9M
Skyview Financial Group LLC 0002111890Feb 18, 2026 57$96.9M
Arnold Financial Planning LLC 0002107020Jan 27, 2026 24$97.0M
Sjbenen Advisory, LLC 0001813225Jan 14, 2026 23$97.0M
Ballast Financial Advisors LLC 0002109821Feb 17, 2026 70$97.1M
Artesa Financial Group, LLC 0002109808Feb 11, 2026 48$97.2M
ProCore Advisors, LLC 0002085963Jan 21, 2026 90$97.5M
Crescent Sterling, Ltd. 0001962005Jan 7, 2026 78$97.6M
WealthSpring Partners, LLC 0001961292Feb 12, 2026 58$97.6M
Volterra Technologies LP 0001833567Feb 13, 2026 105$97.7M
Generations Wealth, LLC 0002070529Feb 13, 2026 28$97.7M
Fortress Financial Solutions, LLC 0002039501Jan 23, 2026 59$97.7M
Terra Alpha Investments LLC 0002055566Feb 5, 2026 32$97.7M
Vision Financial Markets LLC 0001378145Jan 22, 2026 409$98.0M
ETF Store, Inc. 0001911470Jan 22, 2026 98$98.0M
Teilinger Capital Ltd. 0001531879Feb 13, 2026 6$98.1M
John Boyer, Inc. 0001597484Aug 7, 2026 43$98.2M
Delta Accumulation, LLC 0001808389Feb 5, 2026 26$98.2M
Walsky Investment Management, Inc. 0002110046Feb 10, 2026 52$98.2M
Red Reef Advisors LLC 0002122970Apr 8, 2026 170$98.2M
Payne Capital LLC 0002094426Jan 20, 2026 53$98.2M
Objective Capital Management, LLC 0001924152Feb 4, 2026 85$98.2M
Whitford Management LLC 0001957726Feb 17, 2026 20$98.3M
Willow Financial LLC 0002077046Apr 21, 2026 40$98.4M
Sensenig Capital Advisors, Inc 0002092381Jan 21, 2026 33$98.4M
XY Capital Ltd 0001933132Feb 12, 2026 87$98.4M
Inkwell Capital LLC 0002050138Feb 2, 2026 29$98.4M
Apex Wealth Management, LLC 0002056695Jan 26, 2026 50$98.5M
Triad Investment Management 0001615717Jan 16, 2026 36$98.7M
Helium Advisors LLC 0002056653Feb 12, 2026 82$98.7M
Box Hill Private Wealth LLC 0002094120Feb 9, 2026 55$98.8M
Lionsbridge Wealth Management LLC 0001800533Jan 26, 2026 56$98.8M
RD Finance Ltd 0002057936Feb 3, 2026 25$98.9M
Burkett Asset Management Ltd 0002109360Feb 12, 2026 58$98.9M
Unified Investment Management 0002054855Feb 9, 2026 135$98.9M
RCW Management, LLC 0002104402Jan 30, 2026 66$99.0M
Sulzberger Capital Advisors, Inc. 0002056727Jan 7, 2026 52$99.0M
V. M. Manning & Co., Inc. 0000062061Feb 9, 2026 54$99.1M
Hicks Capital Management LLC 0002062978Feb 5, 2026 33$99.3M
Jefferson Bridge Capital, LLC 0002102009Jan 21, 2026 54$99.3M
Boxwood Ventures, Inc. 0001885946Feb 10, 2026 34$99.4M
Seven Six Capital Management, LLC 0002021188Feb 17, 2026 25$99.4M
RH Tailwind Management, LLC 0002065331Feb 13, 2026 19$99.4M
Peoples Bank 0001998269Jan 8, 2026 98$99.5M
Barnes Dennig Private Wealth Management LLC 0002058270Jan 14, 2026 312$99.6M
Shelter Rock Management, LLC 0002109305Feb 9, 2026 42$99.6M
Corecam AG 0002110914Feb 18, 2026 35$99.6M
Michelson Medical Research Foundation, Inc. 0001965304Feb 17, 2026 20$99.8M
SaddleRock Capital Management LLC 0002018754Feb 17, 2026 17$99.8M
Townsend Financial Planning, LLC 0002110688Feb 17, 2026 26$99.9M
Yanni & Associates Investment Advisors, LLC 0002109644Feb 6, 2026 36$100.0M
Square Peg Capital PTY Ltd. 0001803194Feb 13, 2026 8$100.0M
MKD Wealth Coaches, LLC 0001536549Jan 12, 2026 27$100.0M
XXEC, Inc. 0001828822Mar 5, 2026 22$100.1M
J. Team Financial, Inc. 0002107629Jan 29, 2026 87$100.1M
Portfolio Resources Advisor Group, Inc. 0002038285Feb 13, 2026 143$100.1M
Fullerton Advisors, LLC 0002108355Feb 2, 2026 54$100.1M
Dba Trading, LLC 0002067608Feb 17, 2026 37$100.2M
Michael Brady & Co., LLC 0002095497Jan 27, 2026 53$100.2M
J.M. Arbour, LLC 0002099154Jan 26, 2026 112$100.2M
Totem Point Management, LLC 0001759364Feb 17, 2026 14$100.2M
Isabella Capital Management LLP 0002134988May 15, 2026 7$100.3M
Providence Financial Advisors, LLC 0002072264Feb 10, 2026 53$100.3M