13F History

ManagerCIKFiledPositions13F Reported Value
Needham Investment Management LLC 0001167212Feb 17, 2026 162$1.6B
Howard Capital Management Group, LLC 0001860501Jan 16, 2026 142$1.6B
Westpac Banking Corp. 0000719245Feb 10, 2026 456$1.6B
Trustmark Bank Trust Department 0000861176Feb 17, 2026 279$1.6B
Fulton Breakefield Broenniman LLC 0001119254Jan 21, 2026 203$1.6B
Triglav Investments, D.O.O. 0002056690Feb 10, 2026 173$1.6B
Creative Financial Designs Inc. 0000819864Feb 6, 2026 2,064$1.6B
Azora Capital LP 0001700272Feb 17, 2026 47$1.6B
Certuity, LLC 0001800752Jan 30, 2026 584$1.6B
Maple Capital Management, Inc. 0001313893Feb 3, 2026 116$1.6B
Trinity Street Asset Management LLP 0001592579Jan 22, 2026 22$1.6B
Janney Capital Management LLC 0001569855Feb 11, 2026 253$1.6B
North Star Investment Management Corp. 0001342857Jan 30, 2026 1,570$1.6B
Guardian Wealth Advisors, LLC / NC 0001901403Feb 17, 2026 358$1.6B
Meridiem Capital Partners LP 0002026798Feb 17, 2026 66$1.6B
Woodmont Investment Counsel LLC 0001133653Jan 21, 2026 261$1.6B
GDS Wealth Management 0001940869Feb 2, 2026 188$1.6B
Nichols & Pratt Advisers LLP 0001141781Jan 29, 2026 107$1.6B
Rush Island Management, LP 0001736465Feb 17, 2026 17$1.6B
Ae Industrial Partners, LP 0001880785Feb 11, 2026 3$1.6B
General American Investors Co. Inc. 0000040417Feb 13, 2026 68$1.6B
Mufg Securities Americas Inc. 0000867626Feb 13, 2026 508$1.6B
Albion Financial Group 0001054677Jan 21, 2026 650$1.6B
Cable Car Capital, LP 0001699575Feb 17, 2026 107$1.6B
S&co Inc. 0001082461Feb 5, 2026 218$1.6B
Casdin Capital, LLC 0001534261Feb 17, 2026 38$1.6B
RK Capital Management, LLC 0001905218Feb 17, 2026 20$1.6B
Thomasville National Bank 0001561790Jan 26, 2026 235$1.6B
Johnson Financial Group, LLC 0001706327Feb 10, 2026 120$1.6B
Madrone Advisors, LLC 0001964563Feb 13, 2026 5$1.6B
Himension Capital (singapore) Pte. LTD. 0001817652Feb 17, 2026 95$1.6B
Willis Johnson & Associates, Inc. 0001853239Jan 22, 2026 181$1.6B
LBMC Investment Advisors, LLC 0001536924Feb 12, 2026 224$1.6B
Roundview Capital LLC 0001476804Feb 9, 2026 331$1.6B
Foster Dykema Cabot & Partners, LLC 0002011882Feb 12, 2026 330$1.6B
Easterly Investment Partners LLC 0001766150Feb 10, 2026 211$1.6B
Greenspring Advisors, LLC 0001922200Feb 10, 2026 281$1.6B
McDonald Capital Investors Inc. 0001033225Jan 30, 2026 21$1.6B
MFF Capital Investments Ltd 0002104888Feb 17, 2026 19$1.6B
Cumberland Partners Ltd 0001578985Feb 6, 2026 172$1.6B
BOK Financial Private Wealth, Inc. 0001317348Feb 6, 2026 456$1.6B
Nwi Management LP 0001103887Jun 1, 2026 48$1.6B
Global Alpha Capital Management Ltd. 0001584691Feb 11, 2026 56$1.6B
Parcion Private Wealth LLC 0001801263Jan 26, 2026 421$1.6B
Wealthspire Retirement, LLC 0002040084Feb 18, 2026 305$1.6B
True Link Financial Advisors, LLC 0001846236Jan 29, 2026 114$1.6B
Centiva Capital, LP 0001692507Feb 13, 2026 813$1.6B
Atairos Group, Inc. 0001671122Feb 17, 2026 4$1.6B
Oak Ridge Investments LLC 0001054554Jan 23, 2026 178$1.6B
First American Bank 0001291422Jan 20, 2026 177$1.7B
Fragasso Financial Advisors Inc 0001613331Jan 7, 2026 297$1.7B
First Trust Capital Management L.P. 0001604488Feb 13, 2026 162$1.7B
Invictus Private Wealth, LLC 0001939208Feb 13, 2026 79$1.7B
Broadwood Capital Inc. 0001278387Feb 17, 2026 7$1.7B
Cacti Asset Management LLC 0001452208Jan 2, 2026 79$1.7B
Keel Point, LLC 0001386935Feb 12, 2026 538$1.7B
Sienna Gestion 0002021242Feb 13, 2026 150$1.7B
Boston Common Asset Management, LLC 0001409427May 7, 2026 195$1.7B
Hilltop Holdings Inc. 0001265131Feb 17, 2026 879$1.7B
Oak Associates Ltd. 0000836372Feb 12, 2026 131$1.7B
Avantyr Capital Partners, LP 0002087378Feb 17, 2026 25$1.7B
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0001965756Jan 20, 2026 377$1.7B
Regal Investment Advisors LLC 0001559789Feb 17, 2026 584$1.7B
Check Capital Management Inc. 0001032814Feb 6, 2026 50$1.7B
Formuepleje A/S 0001801212Aug 27, 2026 52$1.7B
Adell Harriman & Carpenter Inc. 0001134152Feb 6, 2026 168$1.7B
Simplicity Wealth,LLC 0001913243Jan 30, 2026 700$1.7B
Nantahala Capital Management, LLC 0001472322Feb 13, 2026 133$1.7B
Glendon Capital Management LP 0001604350Feb 12, 2026 25$1.7B
Diversified Enterprises, LLC 0002037264Jan 28, 2026 394$1.7B
Weitz Investment Management, Inc. 0000883965Feb 12, 2026 44$1.7B
Garde Capital, Inc. 0001616328Feb 10, 2026 181$1.7B
Evolve Private Wealth, LLC 0002111131Feb 17, 2026 924$1.7B
Granite Investment Partners, LLC 0001542266Feb 12, 2026 244$1.7B
Thoroughbred Financial Services, LLC 0001091370Feb 10, 2026 576$1.7B
Praxis Investment Management Inc. 0001056825Feb 3, 2026 777$1.7B
Verdence Capital Advisors LLC 0001719305Jan 29, 2026 653$1.7B
Symmetry Partners, LLC 0001697493Jan 27, 2026 205$1.7B
Summit Global Investments 0001697953Feb 18, 2026 476$1.7B
Strategic Blueprint, LLC 0001767821Jan 30, 2026 629$1.7B
Cryder Capital Partners LLP 0001633969Feb 3, 2026 10$1.7B
Morningstar Investment Management LLC 0001673385Feb 9, 2026 327$1.7B
SVB Wealth LLC 0001626116Feb 4, 2026 394$1.7B
Legacy Private Trust Co. 0001352547Jan 8, 2026 258$1.7B
Founders Financial Securities LLC 0001342396Feb 10, 2026 574$1.7B
Patten & Patten Inc. 0001044905Feb 3, 2026 341$1.7B
Mariner Investment Group LLC 0001096978Feb 25, 2026 72$1.7B
Two Seas Capital LP 0001823138Feb 11, 2026 29$1.7B
Cadence Bank 0001299939Jan 30, 2026 332$1.7B
Jaffetilchin Investment Partners, LLC 0001404652Jan 15, 2026 453$1.7B
Rebalance, LLC 0001811052Jan 15, 2026 106$1.7B
ARS Investment Partners, LLC 0000733020Feb 5, 2026 197$1.7B
Punch & Associates Investment Management, Inc. 0001238990Feb 17, 2026 156$1.7B
Efficient Advisors, LLC 0001542164Jan 21, 2026 58$1.7B
Cambria Investment Management, L.P. 0001529389Feb 17, 2026 605$1.7B
Soma Equity Partners LP 0001680964Feb 17, 2026 16$1.7B
Foster Victor Wealth Advisors, LLC 0001769063Jan 26, 2026 231$1.7B
SIH Partners, LLLP 0001996244Feb 17, 2026 175$1.7B
Hills Bank & Trust Co 0001309148Feb 5, 2026 340$1.7B
Kontiki Capital Management (HK) Ltd. 0001713390Feb 11, 2026 8$1.7B