13F History

ManagerCIKFiledPositions13F Reported Value
Level Four Advisory Services, LLC 0001696715Feb 13, 2026 842$3.1B
WASHINGTON TRUST Co 0001079736Feb 10, 2026 277$3.1B
Venture Visionary Partners LLC 0001792283Feb 13, 2026 607$3.1B
Members Trust Co 0001677560Jan 15, 2026 148$3.1B
Bragg Financial Advisors, Inc 0001327055Feb 13, 2026 347$3.1B
Gulf International Bank (UK) Ltd 0001598697Feb 10, 2026 591$3.1B
Timucuan Asset Management Inc. 0001034541Feb 13, 2026 28$3.1B
Sona Asset Management (us) LLC 0001856405Feb 17, 2026 120$3.1B
Krane Funds Advisors LLC 0001536592Feb 11, 2026 159$3.1B
Braun Stacey Associates Inc. 0000872080Jan 20, 2026 113$3.1B
Gallagher Fiduciary Advisors, LLC 0001527781Feb 17, 2026 325$3.1B
Savvy Advisors, Inc. 0002003633Jan 20, 2026 1,003$3.1B
HHLR Advisors, LTD. 0001762304Feb 17, 2026 33$3.1B
Susquehanna Advisors Group, Inc. 0001444949Feb 17, 2026 143$3.1B
Dynamic Advisor Solutions LLC 0001599747Jan 9, 2026 932$3.1B
KCM Investment Advisors LLC 0001109228Feb 13, 2026 394$3.1B
Braidwell LP 0001920938Feb 17, 2026 73$3.1B
Metropolis Capital Ltd 0001765388Jan 21, 2026 15$3.1B
Daymark Wealth Partners, LLC 0001956824Jan 12, 2026 603$3.1B
Focused Investors LLC 0001426398Jan 27, 2026 22$3.1B
Sound Shore Management Inc 0000820124Feb 10, 2026 37$3.1B
Donaldson Capital Management, LLC 0001487438Jan 14, 2026 231$3.1B
Exencial Wealth Advisors, LLC 0001576151Jan 30, 2026 540$3.2B
Diversify Advisory Services, LLC 0002021232Jan 23, 2026 910$3.2B
Matson Money. Inc. 0001672512Jan 20, 2026 9$3.2B
BDT Capital Partners, LLC 0001510974Feb 17, 2026 3$3.2B
Mufg Bank, LTD. 0000852743Feb 4, 2026 4$3.2B
Meyer Handelman Co. 0000045319Jan 15, 2026 214$3.2B
FineMark National Bank & Trust 0001537720Feb 12, 2026 452$3.2B
Systematic Alpha Investments, LLC 0001806755Feb 12, 2026 229$3.2B
Park National Corp. 0000805676Jan 5, 2026 315$3.2B
Burney Co./ 0000940445Jan 23, 2026 608$3.2B
Avior Wealth Management, LLC 0001599868Jan 6, 2026 739$3.2B
Parallax Volatility Advisers, L.P. 0001521001Feb 17, 2026 577$3.2B
Yarbrough Capital, LLC 0001767686Jan 14, 2026 158$3.2B
59 North Capital Management, LP 0001805589Feb 17, 2026 13$3.2B
Meritage Group LP 0001427119Feb 13, 2026 10$3.2B
Senvest Management, LLC 0001328785Feb 12, 2026 52$3.2B
Constellation Investments, Inc. 0001573575Jan 21, 2026 19$3.2B
Emerald Advisers, LLC 0001015083Feb 9, 2026 246$3.2B
Nan Shan Life Insurance Co., Ltd. 0001730464Feb 13, 2026 82$3.3B
Stonehage Fleming Financial Services Holdings Ltd 0001786379Jan 13, 2026 222$3.3B
Hancock Prospecting Pty Ltd 0002017993Feb 17, 2026 31$3.3B
Karpus Management, Inc. 0001048703Feb 17, 2026 214$3.3B
NZS Capital, LLC 0001816616Feb 12, 2026 62$3.3B
Peregrine Capital Management LLC 0000764529Jan 28, 2026 293$3.3B
Moran Wealth Management, LLC 0001965334Jan 26, 2026 485$3.3B
Paulson & Co. 0001035674Feb 17, 2026 9$3.3B
Stock Yards Bank & Trust Co. 0000741073Jan 21, 2026 397$3.3B
Trillium Asset Management, LLC 0000884541Feb 13, 2026 232$3.3B
CapitalatWork S.A. 0002135126Aug 7, 2026 89$3.3B
Ameritas Investment Partners, Inc. 0001055980Feb 11, 2026 3,129$3.3B
Profund Advisors LLC 0001129919Feb 6, 2026 1,249$3.3B
Cohen Klingenstein LLC 0001453620Jan 20, 2026 207$3.3B
SummitTX Capital, L.P. 0002052310Feb 17, 2026 669$3.3B
Texas Yale Capital Corp. 0001332342Feb 10, 2026 493$3.3B
Fidelity National Financial, Inc. 0001331875Feb 11, 2026 21$3.3B
Plancorp, LLC 0001599579Feb 5, 2026 365$3.3B
Foster Group, Inc. 0001841544Jan 12, 2026 300$3.3B
Quadrant Capital Group LLC 0001650717Feb 13, 2026 2,706$3.3B
One Capital Management, LLC 0001606588Feb 10, 2026 521$3.3B
Miller Howard Investments Inc. 0000903947Jan 27, 2026 140$3.3B
Comprehensive Financial Management LLC 0001799802Feb 17, 2026 38$3.3B
Ceredex Value Advisors LLC 0001738726Feb 13, 2026 157$3.3B
Reinhart Partners, Llc. 0001080298Feb 10, 2026 74$3.3B
Hartford Investment Management Co. 0000922439Feb 4, 2026 497$3.3B
TCTC Holdings, LLC 0001483870Feb 12, 2026 617$3.3B
New Mexico Educational Retirement Board 0000862469Feb 10, 2026 908$3.4B
Siren, L.L.C. 0002005245Feb 13, 2026 113$3.4B
CX Institutional 0001737089Feb 2, 2026 1,517$3.4B
SigFig Wealth Management, LLC 0001696957Jan 16, 2026 137$3.4B
Cantor Fitzgerald, L. P. 0001024896Feb 17, 2026 153$3.4B
Adventist Health System Sunbelt Healthcare Corp. 0001103139Feb 13, 2026 24$3.4B
Guardian Capital LP 0001224324Feb 18, 2026 160$3.4B
Palisade Capital Management, LP 0001009006Feb 17, 2026 379$3.4B
Freestone Capital Holdings, LLC 0001470876Jan 23, 2026 528$3.4B
First National Bank of Omaha 0000036644Feb 13, 2026 503$3.4B
Group One Trading LLC 0000932540Feb 12, 2026 2,291$3.4B
Compound Planning, Inc. 0001978879Feb 19, 2026 1,202$3.4B
Richard Bernstein Advisors LLC 0001528214Feb 3, 2026 174$3.4B
Castleark Management LLC 0001106832Feb 13, 2026 294$3.4B
Addenda Capital Inc. 0001569411Jan 22, 2026 125$3.4B
BLI - Banque de Luxembourg Investments 0002052594Feb 11, 2026 178$3.4B
Toyota Motor Corp./ 0001094517Feb 13, 2026 4$3.4B
Voyager Global Management LP 0001849753Feb 17, 2026 9$3.4B
Lincoln National Corp. 0000059558Feb 9, 2026 20$3.4B
Wedbush Securities Inc. 0001142495Feb 12, 2026 1,207$3.4B
Analyst IMS Investment Management Services Ltd. 0001634208Jan 20, 2026 128$3.4B
Heritage Investors Management Corp. 0000937589Feb 6, 2026 245$3.4B
Arax Advisory Partners 0001586767Feb 13, 2026 4,075$3.4B
Private Management Group Inc. 0001142031Feb 12, 2026 310$3.4B
Dana Investment Advisors, Inc. 0001427514Feb 5, 2026 551$3.4B
Spruce House Investment Management LLC 0001543170Feb 17, 2026 10$3.4B
Meiji Yasuda Life Insurance Co 0001144492Feb 11, 2026 221$3.5B
Anchor Capital Advisors LLC 0000813933Feb 10, 2026 251$3.5B
Van Berkom & Associates Inc. 0001524408Feb 2, 2026 68$3.5B
Intact Investment Management Inc. 0001443077Feb 2, 2026 313$3.5B
Aspiriant, LLC 0001433541Jan 20, 2026 319$3.5B
BNP Paribas 0000872786Feb 10, 2026 351$3.5B
Becker Capital Management Inc. 0000799004Feb 13, 2026 301$3.5B