13F History

ManagerCIKFiledPositions13F Reported Value
Liberty 77 Capital L.P. 0001905374May 14, 2026 3$1.5B
Signal Advisors Wealth, LLC 0002010926Apr 17, 2026 570$1.5B
Trinity Street Asset Management LLP 0001592579Apr 24, 2026 22$1.5B
Sfmg, LLC 0001512026May 12, 2026 315$1.5B
Avestar Capital, LLC 0001704404May 13, 2026 460$1.5B
Keystone Financial Group 0001729299May 13, 2026 524$1.5B
McDonald Capital Investors Inc. 0001033225May 4, 2026 21$1.5B
Lynrock Lake LP 0001734341May 15, 2026 27$1.5B
Adelante Capital Management LLC 0001067926May 18, 2026 42$1.5B
Pinnacle Wealth Management Advisory Group, LLC 0001631864Apr 21, 2026 550$1.5B
Shufro Rose & Co. LLC 0000908195May 15, 2026 304$1.5B
Falcon Wealth Planning 0001839850Apr 21, 2026 236$1.5B
Kentucky Retirement Systems Insurance Trust Fund 0001584686May 19, 2026 492$1.5B
Sound View Wealth Advisors Group, LLC 0001784777May 6, 2026 422$1.5B
Beaird Harris Wealth Management, LLC 0001908938May 14, 2026 686$1.5B
Cahaba Wealth Management, Inc. 0001716399Apr 29, 2026 153$1.5B
American Assets Investment Management, LLC 0001389256May 11, 2026 146$1.5B
BTC Capital Management, Inc. 0001611848Apr 20, 2026 207$1.5B
M Holdings Securities, Inc. 0001569638May 12, 2026 289$1.5B
Ally Invest Advisors Inc. 0001706013May 12, 2026 75$1.5B
Oak Associates Ltd. 0000836372May 14, 2026 140$1.5B
First American Trust, FSB 0000036066May 12, 2026 290$1.5B
Angeles Investment Advisors, LLC 0001535695Apr 28, 2026 31$1.5B
Lutz Financial Services LLC 0001737112May 4, 2026 100$1.5B
Plato Investment Management Ltd 0001984475May 5, 2026 516$1.5B
Uhlmann Price Securities, LLC 0001035344Apr 16, 2026 253$1.5B
Tema ETFs LLC 0002056807Apr 15, 2026 574$1.5B
Rush Island Management, LP 0001736465May 15, 2026 22$1.5B
Armstrong Advisory Group, Inc. 0001932952Apr 10, 2026 958$1.5B
Quintet Private Bank (Europe) S.A. 0001977290Apr 22, 2026 187$1.5B
Keel Point, LLC 0001386935Jun 1, 2026 460$1.5B
Simmons Bank 0001674486Apr 23, 2026 343$1.5B
Maple Capital Management, Inc. 0001313893May 8, 2026 119$1.5B
Earned Wealth Advisors, LLC 0001905663May 7, 2026 466$1.5B
Seven Grand Managers, LLC 0001909126May 6, 2026 167$1.5B
No Street GP LP 0001765774May 15, 2026 31$1.5B
Rheos Capital Works Inc. 0001735445May 8, 2026 73$1.5B
Theleme Partners LLP 0001511881May 15, 2026 9$1.5B
Aureus Asset Management, LLC 0001381296May 13, 2026 225$1.5B
Johnson Financial Group, LLC 0001706327May 14, 2026 185$1.5B
Boston Family Office LLC 0001039807May 13, 2026 310$1.5B
Kepler Cheuvreux (Suisse) SA 0002096459Apr 28, 2026 171$1.5B
F/m Investments LLC 0001834499May 11, 2026 333$1.5B
Howard Capital Management Group, LLC 0001860501Apr 16, 2026 143$1.5B
Redmile Group, LLC 0001425738May 15, 2026 35$1.5B
Oak Ridge Investments LLC 0001054554Apr 30, 2026 181$1.5B
General American Investors Co. Inc. 0000040417May 1, 2026 68$1.5B
Fairholme Capital Management 0001056831May 15, 2026 10$1.5B
PDS Planning, Inc 0000838618Apr 22, 2026 561$1.5B
Ares Management LLC 0001259313May 15, 2026 37$1.5B
Eversept Partners, LP 0001697013May 15, 2026 104$1.5B
SVB Wealth LLC 0001626116Apr 17, 2026 383$1.5B
Ardmore Road Asset Management LP 0001835730May 15, 2026 64$1.5B
MFF Capital Investments Ltd 0002104888May 4, 2026 19$1.5B
Meridiem Capital Partners LP 0002026798May 15, 2026 62$1.5B
Azora Capital LP 0001700272May 15, 2026 45$1.5B
Cinctive Capital Management LP 0001787258May 15, 2026 349$1.5B
TOMS Capital Investment Management LP 0001743937May 15, 2026 14$1.5B
Certuity, LLC 0001800752May 11, 2026 656$1.5B
Frank, Rimerman Advisors LLC 0001977560Apr 29, 2026 590$1.5B
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0001639753May 6, 2026 55$1.5B
NBT Bank, N.A. 0000898413Apr 28, 2026 1,073$1.5B
Atlas FRM LLC 0001879898May 14, 2026 23$1.5B
FUKOKU MUTUAL LIFE INSURANCE Co 0001033324Apr 28, 2026 235$1.5B
Cryder Capital Partners LLP 0001633969May 6, 2026 10$1.5B
Howe & Rusling Inc. 0000769963Apr 28, 2026 477$1.5B
Sienna Gestion 0002021242May 15, 2026 136$1.5B
Fulton Breakefield Broenniman LLC 0001119254Apr 27, 2026 200$1.5B
FJ Investments, LLC 0001903573May 14, 2026 5$1.5B
Sage Financial Group Inc. 0000882119May 7, 2026 107$1.5B
Soltis Investment Advisors LLC 0001802530Apr 27, 2026 554$1.5B
Icon Wealth Advisors, LLC 0001963212May 12, 2026 389$1.5B
Charles Schwab Trust Co 0001789219Apr 10, 2026 165$1.5B
Fifth Third Securities, Inc. 0000073956Apr 15, 2026 341$1.5B
Plante Moran Financial Advisors, LLC 0001424717May 5, 2026 718$1.5B
GFS Advisors, LLC 0001427263Apr 30, 2026 257$1.5B
B. Riley Wealth Advisors, Inc. 0001464811Apr 27, 2026 803$1.5B
Nichols & Pratt Advisers LLP 0001141781Apr 29, 2026 105$1.5B
Albion Financial Group 0001054677Apr 27, 2026 737$1.5B
Cornerstone Wealth Group, LLC 0001774879Apr 22, 2026 441$1.6B
Zions Bancorporation, National Association 0000109380May 8, 2026 1,529$1.6B
Bristol Gate Capital Partners Inc. 0001650142May 12, 2026 31$1.6B
Mufg Securities Americas Inc. 0000867626May 11, 2026 504$1.6B
Boston Common Asset Management, LLC 0001409427May 7, 2026 186$1.6B
Valley Wealth Managers, Inc. 0000924166May 6, 2026 316$1.6B
Trustmark Bank Trust Department 0000861176May 14, 2026 271$1.6B
Lakewood Capital Management, LP 0001424381May 15, 2026 62$1.6B
1900 Wealth Management LLC 0001791996Apr 17, 2026 253$1.6B
Beese Fulmer Investment Management, Inc. 0000911274Apr 16, 2026 435$1.6B
Fernbridge Capital Management LP 0001827734May 15, 2026 17$1.6B
Patriot Investment Management Group, Inc. 0001773830Apr 14, 2026 236$1.6B
Ami Asset Management Corp. 0001369702Apr 23, 2026 96$1.6B
Stephens Group Asset Management, LLC 0001726808Apr 8, 2026 26$1.6B
Alaska Permanent Fund Corp 0001582681May 19, 2026 7$1.6B
Foster Dykema Cabot & Partners, LLC 0002011882May 14, 2026 323$1.6B
Guardian Wealth Advisors, LLC / NC 0001901403May 15, 2026 602$1.6B
Kynam Capital Management, LP 0001907884May 15, 2026 36$1.6B
Highbridge Capital Management LLC 0000919185May 15, 2026 361$1.6B
DigitalBridge Group, Inc. 0001679688May 15, 2026 59$1.6B
Landscape Capital Management, L.L.C. 0001536186May 12, 2026 703$1.6B