13F History

ManagerCIKFiledPositions13F Reported Value
Performance Wealth Partners, LLC 0001908765Jul 28, 2025 188$3.1B
Bain Capital Investors LLC 0001040508Aug 14, 2025 6$3.1B
Hartford Investment Management Co. 0000922439Jul 16, 2025 499$3.1B
Darlington Partners Capital Management, LP 0001854440Aug 14, 2025 14$3.1B
Hancock Prospecting Pty Ltd 0002017993Aug 14, 2025 36$3.1B
Aspiriant, LLC 0001433541Jul 29, 2025 308$3.1B
Anomaly Capital Management, LP 0001817534Aug 14, 2025 33$3.1B
Altshuler Shaham Ltd 0001324290Aug 14, 2025 309$3.1B
Avantax Planning Partners, Inc. 0001005441Aug 11, 2025 447$3.2B
Miller Howard Investments Inc. 0000903947Jul 11, 2025 136$3.2B
Metropolis Capital Ltd 0001765388Jul 21, 2025 17$3.2B
Salem Investment Counselors Inc. 0000884423Jul 8, 2025 1,170$3.2B
Heritage Investors Management Corp. 0000937589Aug 4, 2025 252$3.2B
Hyperion Asset Management Ltd 0001619844Jul 15, 2025 18$3.2B
Ameritas Investment Partners, Inc. 0001055980Aug 12, 2025 3,197$3.2B
Callan Family Office, LLC 0001938970Jul 24, 2025 931$3.2B
J. Goldman & Co LP 0001412741Aug 14, 2025 308$3.2B
Cardinal Capital Management, Inc. 0001518235Jul 11, 2025 68$3.2B
Toyota Motor Corp./ 0001094517Feb 13, 2026 4$3.2B
Sachem Head Capital Management LP 0001582090Aug 14, 2025 19$3.2B
Becker Capital Management Inc. 0000799004Aug 14, 2025 278$3.2B
Advisory Alpha, LLC 0001576762Aug 1, 2025 481$3.2B
Munro Partners 0001768744Oct 15, 2025 66$3.2B
ANTIPODES PARTNERS Ltd 0001652442Aug 5, 2025 105$3.2B
Moran Wealth Management, LLC 0001965334Jul 28, 2025 469$3.2B
Evergreen Quality Fund GP, Ltd. 0002016939Aug 14, 2025 18$3.2B
Dynamic Advisor Solutions LLC 0001599747Jul 9, 2025 895$3.2B
Intermede Investment Partners Ltd 0001664713Aug 14, 2025 30$3.2B
Florida Trust Wealth Management Co 0001651023Aug 13, 2025 392$3.3B
Evelyn Partners Investment Management LLP 0002065206Nov 26, 2025 415$3.3B
Busey Bank 0001427202Jul 11, 2025 361$3.3B
Boothbay Fund Management, LLC 0001549230Aug 14, 2025 1,216$3.3B
Graham Capital Management, L.P. 0001315421Aug 14, 2025 1,220$3.3B
Sessa Capital IM, L.P. 0001595849Aug 13, 2025 28$3.3B
Mufg Securities (canada), LTD. 0001656187Aug 14, 2025 43$3.3B
Aristotle Atlantic Partners, LLC 0001697267Aug 14, 2025 85$3.3B
CapitalatWork S.A. 0002135126Aug 7, 2026 85$3.3B
Lincoln National Corp. 0000059558Aug 5, 2025 20$3.3B
JMG Financial Group, Ltd. 0001314404Aug 12, 2025 124$3.3B
Kestra Investment Management, LLC 0001962449Aug 18, 2025 721$3.3B
Vestcor Inc 0001536925Aug 8, 2025 1,154$3.3B
Gates Capital Management, Inc. 0001312908Aug 14, 2025 29$3.3B
Peregrine Capital Management LLC 0000764529Aug 1, 2025 330$3.3B
Evergreen Capital Management LLC 0001260824Aug 14, 2025 1,126$3.3B
Sigma Planning Corp 0001449126Aug 5, 2025 1,238$3.3B
Castleark Management LLC 0001106832Aug 18, 2025 275$3.3B
Arkadios Wealth Advisors 0001800798Aug 4, 2025 1,242$3.3B
Van Berkom & Associates Inc. 0001524408Aug 12, 2025 63$3.4B
Meiji Yasuda Life Insurance Co 0001144492Aug 14, 2025 225$3.4B
Leonard Green & Partners, L.P. 0001175523Aug 14, 2025 8$3.4B
Wesbanco Bank Inc. 0000877134Jul 7, 2025 650$3.4B
Avanza Fonder AB 0002035325Jul 14, 2025 433$3.4B
Palestra Capital Management LLC 0001568788Aug 14, 2025 30$3.4B
Cerberus Capital Management, L.P. 0001525907Aug 14, 2025 4$3.4B
Snowden Capital Advisors LLC 0001903055Aug 14, 2025 1,201$3.4B
Locust Wood Capital Advisers, LLC 0001349434Aug 13, 2025 50$3.4B
Quotient Wealth Partners, LLC 0002004904Jul 29, 2025 343$3.4B
Anchor Capital Advisors LLC 0000813933Aug 6, 2025 240$3.4B
Destination Wealth Management 0001278573Aug 14, 2025 252$3.4B
Kentucky Retirement Systems 0001537783Aug 20, 2025 502$3.4B
Timucuan Asset Management Inc. 0001034541Aug 13, 2025 28$3.4B
TrinityBridge Ltd 0001718570Aug 12, 2025 270$3.4B
U.S. Capital Wealth Advisors, LLC 0001808915Jul 14, 2025 880$3.4B
CSM Advisors, LLC 0001863523Aug 7, 2025 377$3.4B
Farmers & Merchants Investments Inc. 0001259969Jul 14, 2025 1,729$3.4B
Brown Capital Management LLC 0000885062Aug 13, 2025 83$3.4B
Stonehage Fleming Financial Services Holdings Ltd 0001786379Jul 25, 2025 212$3.4B
Turtle Creek Asset Management Inc. 0001484148Aug 14, 2025 41$3.4B
Independent Advisor Alliance 0001696899Aug 11, 2025 889$3.5B
Chicago Partners Investment Group LLC 0001563525Jul 29, 2025 1,095$3.5B
Scharf Investments, LLC 0001463746Jul 14, 2025 66$3.5B
Merewether Investment Management, LP 0001736852Aug 14, 2025 63$3.5B
SBI Securities Co., Ltd. 0001851815Aug 8, 2025 4,140$3.5B
Alesco Advisors, LLC, An ESL Co 0001269978Jul 9, 2025 193$3.5B
BLI - Banque de Luxembourg Investments 0002052594Aug 13, 2025 175$3.5B
Argent Capital Management LLC 0001120926Jul 14, 2025 154$3.5B
Darsana Capital Partners LP 0001609098Aug 14, 2025 14$3.5B
Cercano Management LLC 0001936416Aug 8, 2025 148$3.5B
Securian Asset Management, Inc. 0001035350Jul 30, 2025 929$3.5B
Dorsal Capital Management, LP 0001547007Aug 14, 2025 23$3.5B
Baker Avenue Asset Management, LP 0001432529Aug 13, 2025 482$3.5B
IFP Advisors, Inc 0001641866Jul 24, 2025 4,929$3.5B
Glenview Capital Management, LLC 0001138995Aug 14, 2025 42$3.5B
Associated Banc-Corp 0000007789Aug 12, 2025 321$3.5B
Palisade Capital Management, LP 0001009006Aug 14, 2025 367$3.5B
Aristeia Capital, L.L.C. 0001080171Aug 14, 2025 480$3.5B
OVERSEA-CHINESE BANKING Corp Ltd 0001291318Aug 1, 2025 309$3.5B
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0001142433Jul 16, 2025 197$3.5B
Cary Street Partners Financial LLC 0001475045Aug 13, 2025 899$3.6B
Daiichi Life Insurance Co., Ltd. 0001697728Aug 13, 2025 483$3.6B
Boston Common Asset Management, LLC 0001409427Jul 22, 2025 299$3.6B
Comprehensive Financial Management LLC 0001799802Aug 12, 2025 43$3.6B
Edgestream Partners, L.P. 0001535061Aug 13, 2025 827$3.6B
Channing Capital Management, LLC 0001302404Aug 13, 2025 105$3.6B
Atreides Management 0001777813Aug 14, 2025 48$3.6B
Banque Transatlantique SA 0002056095Aug 14, 2025 247$3.6B
Independent Financial Group, LLC 0000275484May 15, 2026 1,286$3.6B
General Atlantic, L.P. 0001017645Aug 14, 2025 15$3.6B
IHT Wealth Management, LLC 0001697490Aug 14, 2025 1,148$3.6B
Meritage Group LP 0001427119Aug 13, 2025 13$3.7B