13F History

ManagerCIKFiledPositions13F Reported Value
Midwestern Financial, LLC 0002083276Nov 14, 2025 54$116.5M
C2C Wealth Management, LLC 0001868903Nov 12, 2025 84$116.5M
Stonebridge Wealth Management, LLC 0002082460Oct 17, 2025 36$116.6M
BLVD Private Wealth, LLC 0002079537Oct 29, 2025 76$116.6M
Guided Capital Wealth Management, LLC 0001849618Oct 8, 2025 34$116.6M
Hershey Financial Advisers, LLC 0002034214Nov 17, 2025 76$116.7M
Sincerus Advisory, LLC 0002050968Oct 8, 2025 70$116.8M
Chiron Capital Management, LLC 0001830922Nov 14, 2025 122$116.8M
Abbington Investment Group 0002088867Oct 23, 2025 48$116.8M
Kraematon Investment Advisors, Inc. 0001910852Nov 7, 2025 100$116.9M
Anchorage Capital Advisors, L.P. 0002007642Nov 14, 2025 5$116.9M
Telligent Fund, LP 0001470723Nov 12, 2025 31$117.0M
Karani Asset Management LLC 0001792430Nov 14, 2025 36$117.1M
Vision Financial Markets LLC 0001378145Nov 6, 2025 429$117.1M
Viola Ventures V.C. Management 4 Ltd. 0001965208Nov 13, 2025 3$117.1M
Frisco Financial Planning LLC 0002133972May 12, 2026 26$117.2M
Aventus Investment Advisors, Inc. 0002093055Oct 24, 2025 144$117.3M
Blacksheep Fund Management Ltd 0001800249Nov 13, 2025 4$117.3M
Anchorage Capital Group, L.L.C. 0001300714Nov 14, 2025 4$117.4M
Smith Asset Management Co., LLC 0002068217Nov 3, 2025 67$117.4M
Pitti Group Wealth Management, LLC 0001909664Nov 7, 2025 75$117.5M
William Howard & Co Financial Advisors Inc 0002023493Oct 21, 2025 56$117.5M
Guardian Investment Management 0001365474Nov 13, 2025 55$117.6M
Northeast Planning Associates, Inc. / NH / 0001914515Nov 14, 2025 51$117.9M
OV Management LLC 0002010766Nov 12, 2025 56$117.9M
Orvieto Partners, L.P. 0002052484Nov 13, 2025 40$118.0M
University of Wisconsin Foundation 0001697228Nov 14, 2025 9$118.1M
TCM Advisors, LLC 0001911491Nov 21, 2025 62$118.2M
Poinciana Advisors Group, LLC 0002054543Oct 31, 2025 124$118.4M
Searchlight Capital Partners, L.P. 0001697030Nov 14, 2025 3$118.4M
Ativo Capital Management LLC 0001423065Nov 4, 2025 57$118.5M
Red Crane Wealth Management, LLC 0001686343Oct 29, 2025 66$118.6M
XXEC, Inc. 0001828822Nov 26, 2025 22$118.6M
Bretton Capital Management, LLC 0002043671Oct 17, 2025 19$118.6M
A4 Wealth Advisors LLC 0002033987Nov 4, 2025 158$118.6M
Graver Capital Management, LLC 0002056589Nov 6, 2025 26$118.7M
Alpine Fox Capital LLC 0002096493Nov 14, 2025 10$118.7M
Rye Brook Capital LLC 0001844147Oct 21, 2025 30$118.8M
Alpine Investment Management Ltd 0001964631Nov 13, 2025 4$118.9M
DBK Financial Counsel, LLC 0001904822Oct 22, 2025 59$118.9M
CFC Planning Co LLC 0001854428Oct 29, 2025 86$119.0M
Sierra Ocean, LLC 0002051715Nov 7, 2025 63$119.0M
Freestate Advisors LLC 0001660328Oct 7, 2025 42$119.2M
Hobbs Wealth Management, LLC 0002019202Nov 5, 2025 57$119.2M
Santa Clara Valley Transportation Authority 0002043469Nov 6, 2025 4$119.3M
TSG Consumer Partners LP 0001910156Nov 13, 2025 1$119.3M
Petros Family Wealth, LLC 0002004963Oct 17, 2025 134$119.4M
Ally Bridge Group (NY) LLC 0001822947Nov 14, 2025 18$119.4M
Aryeh Capital Management Ltd. 0001803120Nov 14, 2025 12$119.5M
Helium Advisors LLC 0002056653Nov 13, 2025 89$119.8M
NorthLanding Financial Partners, LLC 0001655982Oct 28, 2025 43$119.8M
CM Management, LLC 0001841857Nov 13, 2025 65$119.9M
NDVR, Inc. 0002011247Oct 22, 2025 115$120.0M
Vista Cima Wealth Management LLC 0002055907Nov 14, 2025 75$120.0M
XY Capital Ltd 0001933132Nov 14, 2025 67$120.1M
Chung Wu Investment Group, LLC 0002054278Nov 4, 2025 255$120.1M
Kempner Capital Management Inc. 0000898399Oct 16, 2025 48$120.1M
Barden Capital Management, Inc. 0001906798Nov 13, 2025 59$120.3M
LifeGoal Investments, LLC 0002054684Nov 24, 2025 70$120.4M
Lane Generational LLC 0001901384Nov 4, 2025 31$120.4M
Phillips Wealth Planners LLC 0001962628Nov 7, 2025 201$120.4M
Point72 Italy, S.r.l. 0002006887Nov 14, 2025 18$120.5M
AG Asset Advisory, LLC 0001625008Nov 6, 2025 26$120.5M
Defined Financial Planning LLC 0002056559Oct 15, 2025 65$120.6M
Talisman Wealth Advisors LLC 0001962685Nov 14, 2025 114$120.7M
Ibex Investors LLC 0001531964Nov 6, 2025 13$120.8M
Allium Financial Advisors, LLC 0002067277Nov 14, 2025 81$120.8M
Virtue Asset Management LLC 0002094533Nov 14, 2025 96$121.3M
Alexander Randolph Advisory, Inc. 0000874816Nov 10, 2025 53$121.3M
Runnymede Capital Advisors, Inc. 0002054540Nov 5, 2025 70$121.4M
Alterna Wealth Management, Inc. 0001767699Oct 17, 2025 97$121.5M
ORBA Wealth Advisors, L.L.C. 0002010248Nov 4, 2025 79$121.5M
WealthTrak Capital Management LLC 0002052710Nov 14, 2025 77$121.5M
VanWeelden Wealth Management, LLC 0001740451Nov 3, 2025 19$121.6M
Journey Beyond Wealth, LLC 0002052989Oct 28, 2025 30$121.6M
Fortitude Financial, LLC 0002066105Oct 14, 2025 33$121.6M
Great Hill Capital LLC 0002096165Nov 12, 2025 36$121.6M
swisspartners Advisors Ltd 0001805754Nov 5, 2025 23$121.7M
Tandem Investment Partners LLC 0002056333Oct 24, 2025 69$121.7M
US Asset Management LLC 0001882673Nov 18, 2025 115$121.7M
Wilmar Advisors LLC 0002052481Nov 13, 2025 23$121.8M
Shepherd Kaplan Krochuk, LLC 0001218583Nov 13, 2025 61$121.8M
Madison Park Capital Advisors, LLC 0001993022Nov 4, 2025 62$121.9M
Elm3 Financial Group, LLC 0002011201Oct 21, 2025 111$122.0M
Kropog Financial Group, LLC 0002084205Nov 10, 2025 28$122.1M
Orca Investment Management, LLC 0001511229Oct 30, 2025 61$122.1M
Landmark Investment Partners, L.P. 0002023551Nov 14, 2025 16$122.1M
Boyce & Associates Wealth Consulting, Inc. 0001922884Oct 22, 2025 73$122.2M
Alpha Wealth Funds, LLC 0002059327Oct 14, 2025 48$122.2M
Blantyre Capital Ltd 0001887451Nov 14, 2025 1$122.4M
Outbound Financial Inc 0002144328Jul 15, 2026 41$122.6M
ArborFi Advisors, LLC 0002054674Nov 3, 2025 49$122.8M
Stegent Equity Advisors, Inc. 0001908976Oct 29, 2025 110$122.8M
Crocodile Capital Partners GmbH 0001956498Oct 9, 2025 12$122.9M
OneAscent Family Office, LLC 0002055812Oct 31, 2025 158$122.9M
MJT & Associates Financial Advisory Group, Inc. 0002065777Oct 15, 2025 461$122.9M
Mallini Complete Financial Planning LLC 0002049540Oct 20, 2025 60$123.0M
Stonepine Capital Management, LLC 0001440771Nov 13, 2025 58$123.0M
Davies Financial Advisors, Inc. 0002020296Oct 15, 2025 64$123.2M
Lighthouse Wealth Management Inc. 0002042810Oct 20, 2025 44$123.2M