13F History

ManagerCIKFiledPositions13F Reported Value
Scheer, Rowlett & Associates Investment Management Ltd. 0001426327Feb 10, 2026 32$1.5B
Ranger Investment Management, L.P. 0001319691Feb 13, 2026 79$1.5B
Strategic Wealth Partners, Ltd. 0001720777May 12, 2026 1,458$1.5B
International Assets Investment Management, LLC 0001818604Feb 3, 2026 2,205$1.5B
CapWealth Advisors, LLC 0001531809Feb 6, 2026 120$1.5B
Cornerstone Wealth Group, LLC 0001774879Jan 26, 2026 389$1.5B
Clear Harbor Asset Management, LLC 0001511857Feb 10, 2026 431$1.5B
Wilkinson Global Asset Management LLC 0001764000Feb 11, 2026 63$1.5B
Trust Asset Management LLC 0001608376Jan 13, 2026 226$1.5B
Laurion Capital Management LP 0001390202Feb 17, 2026 230$1.5B
True Freedom Investing, LLC 0002096483Feb 17, 2026 156$1.5B
1607 Capital Partners, LLC 0001436866Feb 17, 2026 126$1.5B
Lutz Financial Services LLC 0001737112Feb 6, 2026 102$1.5B
Checchi Capital Advisers, LLC 0001598186Jan 27, 2026 546$1.5B
JTC Employer Solutions Trustee Ltd 0001875645Feb 10, 2026 315$1.5B
Ssi Investment Management LLC 0000938487Feb 10, 2026 254$1.5B
Cullinan Associates Inc. 0001161670Jan 30, 2026 211$1.5B
Shufro Rose & Co. LLC 0000908195Feb 9, 2026 300$1.5B
Armstrong Advisory Group, Inc. 0001932952Jan 8, 2026 952$1.5B
Silver Oak Securities, Incorporated 0001080576Jan 15, 2026 808$1.5B
Partners Group Holding AG 0001534259Feb 6, 2026 49$1.5B
Waddell & Associates, LLC 0001776757Feb 11, 2026 379$1.5B
Kathmere Capital Management, LLC 0001794543Jan 13, 2026 563$1.5B
Adelante Capital Management LLC 0001067926Feb 18, 2026 42$1.5B
Nicolet Advisory Services, LLC 0001775863Feb 13, 2026 421$1.5B
No Street GP LP 0001765774Feb 17, 2026 33$1.5B
Alpine Associates Management Inc. 0001396835Feb 5, 2026 66$1.5B
Sfmg, LLC 0001512026Feb 10, 2026 306$1.5B
Sound View Wealth Advisors Group, LLC 0001784777Jan 8, 2026 416$1.5B
Greenbrier Partners Capital Management, LLC 0001532262Feb 13, 2026 12$1.5B
Landscape Capital Management, L.L.C. 0001536186Feb 13, 2026 699$1.5B
Occudo Quantitative Strategies LP 0001819697Feb 17, 2026 670$1.5B
Verus Capital Partners, LLC 0001796874Jul 9, 2026 446$1.5B
Simmons Bank 0001674486Feb 5, 2026 327$1.5B
PDS Planning, Inc 0000838618Jan 26, 2026 553$1.5B
Stephens Group Asset Management, LLC 0001726808Jan 8, 2026 26$1.5B
Vantage Investment Partners, LLC 0001534561Feb 6, 2026 62$1.5B
Angeles Investment Advisors, LLC 0001535695Feb 17, 2026 27$1.5B
Sunbelt Securities, Inc. 0001632932Feb 20, 2026 2,784$1.5B
Carrhae Capital LLP 0001555254Feb 6, 2026 28$1.5B
Logos Global Management LP 0001792126Feb 17, 2026 64$1.5B
Icon Wealth Advisors, LLC 0001963212Feb 13, 2026 394$1.5B
Alta Capital Management LLC/ 0001093589Feb 6, 2026 96$1.5B
Commodore Capital LP 0001831942Feb 17, 2026 33$1.5B
Meritage Portfolio Management 0000881432Jan 27, 2026 322$1.5B
Sage Financial Group Inc. 0000882119Jan 27, 2026 106$1.5B
Howe & Rusling Inc. 0000769963Feb 17, 2026 477$1.5B
American International Group, Inc. 0000005272Feb 12, 2026 2$1.5B
Norris Perne & French LLP 0001092290Jan 23, 2026 163$1.5B
Lynrock Lake LP 0001734341Feb 17, 2026 28$1.5B
Soltis Investment Advisors LLC 0001802530Apr 2, 2026 528$1.5B
Appleton Partners Inc. 0001055290Jan 9, 2026 263$1.5B
Beaumont Financial Advisors, LLC 0001957394Jan 16, 2026 371$1.5B
Forest Avenue Capital Management LP 0001944889Feb 13, 2026 22$1.5B
Burkehill Global Management, LP 0001904549Feb 17, 2026 158$1.5B
Charles Schwab Trust Co 0001789219Jan 9, 2026 171$1.5B
Asset Dedication, LLC 0001475896Jan 26, 2026 1,126$1.5B
FUKOKU MUTUAL LIFE INSURANCE Co 0001033324Feb 10, 2026 246$1.5B
Gillson Capital LP 0001698055Feb 17, 2026 76$1.5B
Fifth Third Securities, Inc. 0000073956Jan 23, 2026 332$1.5B
Cardinal Point Capital Management ULC 0001950841Feb 5, 2026 260$1.5B
Plato Investment Management Ltd 0001984475Feb 4, 2026 513$1.5B
Fiduciary Alliance LLC 0001954805Jan 22, 2026 509$1.5B
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0001639753Feb 11, 2026 59$1.5B
Swiss Re Ltd. 0001519921Feb 12, 2026 237$1.5B
Hikari Tsushin, Inc. 0001423673Feb 12, 2026 80$1.5B
Kynam Capital Management, LP 0001907884Feb 17, 2026 35$1.5B
Theleme Partners LLP 0001511881Feb 17, 2026 9$1.5B
Beese Fulmer Investment Management, Inc. 0000911274Feb 5, 2026 395$1.5B
PDT Partners, LLC 0001564702Feb 17, 2026 548$1.5B
Bridgewater Advisors Inc. 0001600319Jan 23, 2026 448$1.5B
Avalon Trust Co 0001798150Feb 9, 2026 433$1.5B
Kentucky Retirement Systems Insurance Trust Fund 0001584686Feb 10, 2026 496$1.5B
Vivo Capital, LLC 0001674712Feb 13, 2026 47$1.5B
FAS Wealth Partners, Inc. 0001596957Feb 18, 2026 510$1.5B
NBT Bank, N.A. 0000898413Jan 23, 2026 837$1.5B
Cramer Rosenthal McGlynn LLC 0000820743Feb 13, 2026 88$1.6B
Phillips Financial Management, LLC 0001350660Jan 26, 2026 307$1.6B
Intesa Sanpaolo S.p.A. 0001374384Feb 17, 2026 208$1.6B
Koshinski Asset Management, Inc. 0001633389Feb 3, 2026 714$1.6B
Hill Path Capital LP 0001676292Feb 17, 2026 7$1.6B
1900 Wealth Management LLC 0001791996Jan 20, 2026 241$1.6B
Rheos Capital Works Inc. 0001735445Jan 21, 2026 67$1.6B
Valley Wealth Managers, Inc. 0000924166Feb 4, 2026 359$1.6B
Alaska Permanent Fund Corp 0001582681Feb 12, 2026 6$1.6B
Baldwin Wealth Partners LLC 0001021258Jan 7, 2026 242$1.6B
HITE Hedge Asset Management LLC 0001568939Feb 13, 2026 119$1.6B
GAM Holding AG 0001438848Feb 17, 2026 288$1.6B
WealthPlan Investment Management, LLC 0001929986Feb 5, 2026 376$1.6B
Aureus Asset Management, LLC 0001381296Feb 17, 2026 201$1.6B
Impactive Capital LP 0001786767Feb 17, 2026 8$1.6B
DDD Partners, LLC 0001729673Jan 22, 2026 130$1.6B
Boston Family Office LLC 0001039807Feb 13, 2026 310$1.6B
Patriot Investment Management Group, Inc. 0001773830Jan 23, 2026 243$1.6B
Frank, Rimerman Advisors LLC 0001977560Jan 15, 2026 600$1.6B
Browning West LP 0001825564Feb 17, 2026 5$1.6B
Plante Moran Financial Advisors, LLC 0001424717Feb 5, 2026 811$1.6B
a16z Capital Management, L.L.C. 0001540358Feb 17, 2026 13$1.6B
United Services Automobile Association 0001021249Feb 4, 2026 20$1.6B
FJ Investments, LLC 0001903573Feb 5, 2026 5$1.6B