13F History

ManagerCIKFiledPositions13F Reported Value
Cramer Rosenthal McGlynn LLC 0000820743Aug 13, 2026 95$2.0B
Jordan Park Group LLC 0001707975Aug 11, 2026 68$2.0B
Smith Chas P & Associates Pa Cpas 0001082509Sep 11, 2026 199$2.0B
Oxford Financial Group, LTD. LLC 0001245862Aug 11, 2026 296$2.0B
LGT Capital Partners LTD. 0001641992Aug 5, 2026 38$2.0B
Cerity Partners OCIO LLC 0001519611Aug 14, 2026 28$2.0B
Wesleyan Assurance Society 0001773368Jul 28, 2026 109$2.0B
PFG Advisors 0001694435Jul 16, 2026 791$2.0B
Toyota Motor Corp./ 0001094517Aug 4, 2026 2$2.0B
Sepio Capital, LP 0001751412Jul 28, 2026 346$2.0B
Westchester Capital Management, LLC 0001512805Aug 14, 2026 300$2.0B
Cacti Asset Management LLC 0001452208Jul 1, 2026 76$2.0B
Knights of Columbus Asset Advisors LLC 0001688666Jul 31, 2026 386$2.0B
Casdin Capital, LLC 0001534261Aug 14, 2026 43$2.0B
Nwam LLC 0001655006Jul 23, 2026 684$2.0B
Voss Capital, LP 0001730145Aug 14, 2026 35$2.0B
Strategic Blueprint, LLC 0001767821Jul 23, 2026 689$2.0B
Courier Capital LLC 0001015247Jul 16, 2026 399$2.0B
JFS Wealth Advisors, LLC 0001568068Jul 10, 2026 2,253$2.0B
Essex Financial Services, Inc. 0001315785Aug 10, 2026 836$2.0B
WealthPlan Investment Management, LLC 0001929986Jul 28, 2026 473$2.0B
Trek Financial, LLC 0001768195Aug 13, 2026 501$2.0B
EcoR1 Capital, LLC 0001587114Aug 14, 2026 31$2.0B
Hamilton Capital, LLC 0001646639Aug 17, 2026 159$2.0B
Punch & Associates Investment Management, Inc. 0001238990Aug 14, 2026 164$2.0B
Waddell & Associates, LLC 0001776757Jul 15, 2026 543$2.0B
Bowie Capital Management, LLC 0001691982Aug 11, 2026 30$2.0B
Cambria Investment Management, L.P. 0001529389Aug 14, 2026 731$2.0B
Aprio Wealth Management, LLC 0001803519Jul 24, 2026 635$2.0B
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0001965756Jul 20, 2026 424$2.0B
Principle Wealth Partners LLC 0001743413Aug 7, 2026 398$2.0B
Certuity, LLC 0001800752Jul 28, 2026 672$2.0B
Bank of Hawaii 0000315080Aug 14, 2026 233$2.0B
Waters Parkerson & Co., LLC 0001222993Jul 30, 2026 200$2.0B
CenterBook Partners LP 0001872738Aug 11, 2026 693$2.0B
Siemens Fonds Invest GmbH 0001856637Aug 14, 2026 538$2.0B
UNIVEST FINANCIAL Corp 0000102212Aug 7, 2026 275$2.0B
Berkley W R Corp. 0000011544Aug 14, 2026 339$2.0B
Evanson Financial, LLC 0002140235Jul 7, 2026 325$2.0B
Jacobi Capital Management LLC 0001689646Jul 31, 2026 644$2.0B
Affinity Asset Advisors, LLC 0001773195Aug 13, 2026 104$2.0B
Abrams Bison Investments, LLC 0001317588Aug 14, 2026 11$2.0B
Rock Springs Capital Management LP 0001595725Aug 14, 2026 104$2.0B
First Western Trust Bank 0001513189Jul 29, 2026 215$2.1B
Sigma Investment Counselors Inc. 0001085163Jul 28, 2026 218$2.1B
Ribbit Management Company, LLC 0001836733Aug 14, 2026 15$2.1B
Capstone Financial Advisors, Inc. 0001599217Aug 14, 2026 191$2.1B
Dorsey & Whitney Trust CO LLC 0001384042Aug 14, 2026 730$2.1B
Arvest Bank Trust Division 0001625959Aug 13, 2026 240$2.1B
Rice Hall James & Associates, LLC 0001230765Aug 7, 2026 240$2.1B
Spinnaker Trust 0001158970Aug 3, 2026 309$2.1B
Dnca Finance 0001752759Aug 13, 2026 116$2.1B
Diversified Enterprises, LLC 0002037264Jul 31, 2026 425$2.1B
UNC Management Company, Inc. 0001911286Aug 14, 2026 6$2.1B
Caligan Partners LP 0001727492Aug 14, 2026 25$2.1B
Ostrum Asset Management 0001767945Aug 13, 2026 549$2.1B
Woodley Farra Manion Portfolio Management Inc. 0001165805Aug 10, 2026 131$2.1B
Ocean Park Asset Management, LLC 0001538052Jul 10, 2026 81$2.1B
Cidel Asset Management Inc. 0001621915Jul 17, 2026 480$2.1B
Kovack Advisors, Inc. 0001728321Jul 29, 2026 1,070$2.1B
Tectonic Advisors LLC 0001859918Jul 15, 2026 289$2.1B
Thoroughbred Financial Services, LLC 0001091370Aug 11, 2026 624$2.1B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0001622346Aug 14, 2026 6$2.1B
OneAscent Financial Services LLC 0001780985Aug 11, 2026 605$2.1B
Index Venture Associates VI Ltd 0001755035Aug 14, 2026 3$2.1B
Resonant Capital Advisors, LLC 0001803236Jul 27, 2026 538$2.1B
Nations Financial Group Inc, /Ia/ 0001109767Jul 23, 2026 789$2.1B
Cerberus Capital Management, L.P. 0001525907Aug 14, 2026 11$2.1B
Willis Investment Counsel 0001310929Aug 3, 2026 125$2.1B
Creative Financial Designs Inc. 0000819864Jul 28, 2026 2,262$2.1B
GDS Wealth Management 0001940869Aug 13, 2026 232$2.1B
Oakworth Capital, Inc. 0001588871Jul 22, 2026 940$2.1B
Rivernorth Capital Management, LLC 0001447578Aug 14, 2026 585$2.1B
Nextech Invest Ltd. 0001595430Aug 14, 2026 15$2.1B
Generali Investments CEE, investicni spolecnost, a.s. 0002047540Jul 13, 2026 462$2.1B
ADAR1 Capital Management, LLC 0001940272Aug 14, 2026 267$2.1B
Main Street Research LLC 0001513211Jul 29, 2026 140$2.1B
Osterweis Capital Management Inc. 0001007524Aug 14, 2026 231$2.1B
Stairway Partners, LLC 0001454138Jul 2, 2026 18$2.1B
Cyndeo Wealth Partners, LLC 0001950947Jul 21, 2026 517$2.1B
Midland Wealth Advisors, LLC 0001990058Jul 24, 2026 160$2.1B
Traynor Capital Management, Inc. 0001666786Jul 22, 2026 335$2.1B
BBR Partners, LLC 0001352467Aug 11, 2026 250$2.1B
Ninety One North America, Inc. 0001633343Jul 16, 2026 106$2.1B
Quinn Opportunity Partners LLC 0001633275Aug 14, 2026 353$2.1B
S&G Foundation 0001874163Aug 12, 2026 21$2.1B
Oddo BHF Asset Management Sas 0001686970Aug 13, 2026 253$2.1B
Greenwood Gearhart LLC 0001084683Jul 24, 2026 168$2.1B
Plante Moran Financial Advisors, LLC 0001424717Aug 6, 2026 1,589$2.1B
Osmosis Investment Management UK Ltd 0001780700Aug 13, 2026 452$2.2B
Maren Capital LLC 0001961415Aug 13, 2026 17$2.2B
Money Concepts Capital Corp. 0000716851Aug 4, 2026 633$2.2B
StepStone Group LP 0001502287Aug 13, 2026 23$2.2B
Contrarius Group Holdings Ltd 0002054801Aug 11, 2026 34$2.2B
J.Safra Asset Management Corp 0001535293Aug 6, 2026 633$2.2B
Highland Capital Management, LLC 0000860486Jul 21, 2026 411$2.2B
Foster & Motley Inc. 0001163902Aug 7, 2026 405$2.2B
Integrated Advisors Network LLC 0001660177Aug 11, 2026 674$2.2B
Meridiem Capital Partners LP 0002026798Aug 14, 2026 80$2.2B
TIG Advisors, LLC 0001358253Aug 14, 2026 100$2.2B