13F History

ManagerCIKFiledPositions13F Reported Value
Advisory Alpha, LLC 0001576762May 19, 2025 455$2.9B
Cardinal Capital Management, Inc. 0001518235Apr 14, 2025 70$2.9B
Edgestream Partners, L.P. 0001535061May 2, 2025 813$2.9B
Arizona PSPRS Trust 0001565332May 15, 2025 18$3.0B
One Capital Management, LLC 0001606588May 14, 2025 411$3.0B
Aristotle Atlantic Partners, LLC 0001697267May 15, 2025 89$3.0B
JMG Financial Group, Ltd. 0001314404May 5, 2025 120$3.0B
Busey Bank 0001427202May 15, 2025 349$3.0B
NFJ Investment Group, LLC 0001862664May 15, 2025 283$3.0B
Vestcor Inc 0001536925May 8, 2025 1,159$3.0B
Moran Wealth Management, LLC 0001965334Apr 23, 2025 433$3.0B
NorthRock Partners, LLC 0001632097May 8, 2025 841$3.0B
Evergreen Capital Management LLC 0001260824May 15, 2025 1,085$3.0B
General Atlantic, L.P. 0001017645May 14, 2025 15$3.0B
Par Capital Management Inc. 0001051359May 15, 2025 46$3.0B
Duquesne Family Office 0001536411May 15, 2025 49$3.0B
Geneos Wealth Management Inc. 0001764754May 21, 2025 3,045$3.0B
ARGA Investment Management, LP 0001556915Apr 30, 2025 121$3.0B
Moore Capital Management, LP 0001448574Aug 12, 2025 417$3.0B
Darlington Partners Capital Management, LP 0001854440May 15, 2025 14$3.0B
SBI Securities Co., Ltd. 0001851815May 2, 2025 4,132$3.0B
Evelyn Partners Investment Management LLP 0002065206Dec 8, 2025 420$3.0B
Hennessy Advisors Inc. 0001145255Apr 16, 2025 295$3.0B
Chicago Partners Investment Group LLC 0001563525May 9, 2025 933$3.0B
Peregrine Capital Management LLC 0000764529Apr 25, 2025 327$3.0B
Polar Asset Management Partners Inc. 0001326389May 15, 2025 482$3.0B
Ingalls & Snyder LLC 0001041885May 12, 2025 435$3.0B
Independent Advisor Alliance 0001696899May 12, 2025 813$3.0B
Summit Trail Advisors, LLC 0001698478Apr 28, 2025 423$3.0B
Becker Capital Management Inc. 0000799004May 15, 2025 274$3.0B
Dynamic Advisor Solutions LLC 0001599747Apr 17, 2025 843$3.0B
Whitebox Advisors LLC 0001257391May 15, 2025 288$3.0B
Gallagher Fiduciary Advisors, LLC 0001527781May 15, 2025 303$3.0B
Avanza Fonder AB 0002035325Apr 15, 2025 460$3.0B
Hancock Whitney Corp. 0000750577May 15, 2025 646$3.1B
Florida Trust Wealth Management Co 0001651023Apr 15, 2025 390$3.1B
Cooper Creek Partners Management LLC 0001512162May 15, 2025 86$3.1B
CapitalatWork S.A. 0002135126Aug 7, 2026 84$3.1B
Karpus Management, Inc. 0001048703May 14, 2025 202$3.1B
Deep Track Capital, LP 0001856083May 15, 2025 69$3.1B
Walgreens Boots Alliance, Inc. 0001618921May 14, 2025 2$3.1B
Dorsal Capital Management, LP 0001547007May 15, 2025 23$3.1B
Parallax Volatility Advisers, L.P. 0001521001May 15, 2025 537$3.1B
Lincoln National Corp. 0000059558Apr 30, 2025 21$3.1B
MacKay Shields LLC 0000061227Apr 29, 2025 144$3.1B
Jasper Ridge Partners, L.P. 0001453381May 14, 2025 148$3.1B
Focused Investors LLC 0001426398May 1, 2025 24$3.1B
Van Berkom & Associates Inc. 0001524408May 7, 2025 63$3.1B
Bleakley Financial Group, LLC 0001936953May 1, 2025 505$3.1B
Brighton Jones LLC 0001360798Apr 17, 2025 700$3.1B
Spire Wealth Management 0001858740Apr 23, 2025 2,463$3.1B
Snowden Capital Advisors LLC 0001903055May 14, 2025 1,194$3.1B
Modern Wealth Management, LLC 0002001900Jun 2, 2025 675$3.1B
Quotient Wealth Partners, LLC 0002004904Apr 30, 2025 331$3.1B
Sigma Planning Corp 0001449126May 2, 2025 1,190$3.1B
Quantbot Technologies LP 0001512991May 13, 2025 1,417$3.1B
Miller Howard Investments Inc. 0000903947Apr 28, 2025 139$3.1B
Farmers & Merchants Investments Inc. 0001259969Apr 16, 2025 1,747$3.1B
Graham Capital Management, L.P. 0001315421May 15, 2025 1,217$3.2B
Wolverine Trading, LLC 0000927337May 15, 2025 1,280$3.2B
Advent International, L.P. 0001034196May 15, 2025 24$3.2B
Cary Street Partners Financial LLC 0001475045May 9, 2025 858$3.2B
Destination Wealth Management 0001278573May 15, 2025 236$3.2B
Comprehensive Financial Management LLC 0001799802May 15, 2025 40$3.2B
Intermede Investment Partners Ltd 0001664713May 15, 2025 32$3.2B
Alesco Advisors, LLC, An ESL Co 0001269978May 12, 2025 191$3.2B
Baker Avenue Asset Management, LP 0001432529May 8, 2025 449$3.2B
ANTIPODES PARTNERS Ltd 0001652442May 6, 2025 102$3.2B
IHT Wealth Management, LLC 0001697490May 15, 2025 1,085$3.2B
Timucuan Asset Management Inc. 0001034541May 14, 2025 30$3.2B
J.W. Cole Advisors, Inc. 0001404763May 5, 2025 1,255$3.2B
Gates Capital Management, Inc. 0001312908May 15, 2025 29$3.2B
Greenwoods Asset Management Hong Kong Ltd. 0001848138May 14, 2025 31$3.2B
Aristeia Capital, L.L.C. 0001080171May 16, 2025 430$3.2B
Westwood Global Investments, LLC 0001356513May 13, 2025 11$3.2B
GRIMES & Co WEALTH MANAGEMENT, LLC 0001321993Apr 17, 2025 368$3.2B
IFP Advisors, Inc 0001641866May 5, 2025 4,312$3.2B
United Services Automobile Association 0001021249May 16, 2025 1,070$3.2B
U.S. Capital Wealth Advisors, LLC 0001808915Apr 29, 2025 830$3.3B
Argent Capital Management LLC 0001120926Jul 14, 2025 156$3.3B
Marathon Asset Management Ltd 0001861026Apr 24, 2025 81$3.3B
Caprock Group, LLC 0001610769May 15, 2025 1,074$3.3B
Associated Banc-Corp 0000007789May 9, 2025 320$3.3B
Kentucky Retirement Systems 0001537783Apr 22, 2025 504$3.3B
B. Riley Wealth Advisors, Inc. 0001464811Aug 28, 2026 1,208$3.3B
Securian Asset Management, Inc. 0001035350May 1, 2025 929$3.3B
Foxhaven Asset Management, LP 0001590531May 15, 2025 18$3.3B
Boston Common Asset Management, LLC 0001409427Apr 3, 2025 292$3.3B
BLI - Banque de Luxembourg Investments 0002052594May 15, 2025 138$3.3B
Scharf Investments, LLC 0001463746Apr 23, 2025 69$3.3B
NorthCrest Asset Manangement, LLC 0001893159Apr 16, 2025 589$3.3B
Banque Transatlantique SA 0002056095Sep 9, 2025 231$3.3B
Channing Capital Management, LLC 0001302404May 14, 2025 105$3.3B
Brown Capital Management LLC 0000885062May 15, 2025 105$3.3B
Eisler Capital Management Ltd. 0002055810May 14, 2025 453$3.3B
CreativeOne Wealth, LLC 0001739728May 14, 2025 1,056$3.3B
Ritholtz Wealth Management 0001698218Apr 17, 2025 920$3.3B
Cerberus Capital Management, L.P. 0001525907May 15, 2025 3$3.3B
Anchor Capital Advisors LLC 0000813933May 13, 2025 241$3.4B
Horizon Investments, LLC 0001560717May 13, 2025 854$3.4B