13F History

ManagerCIKFiledPositions13F Reported Value
Advance Capital Management, Inc. 0001536029Oct 7, 2024 148$2.3B
SteelPeak Wealth, LLC 0001801868Oct 25, 2024 454$2.3B
Edge Capital Group, LLC 0001767220Nov 12, 2024 322$2.3B
Paradigm Capital Management Inc. 0001037792Nov 14, 2024 129$2.3B
CX Institutional 0001737089Oct 11, 2024 551$2.3B
Alpha Cubed Investments, LLC 0001580830Oct 7, 2024 269$2.2B
Summit Partners L P 0000830588Oct 31, 2024 9$2.2B
Staley Capital Advisers Inc. 0001106565Nov 8, 2024 184$2.2B
Mufg Securities (canada), LTD. 0001656187Nov 12, 2024 42$2.2B
Northeast Investment Management 0001082215Oct 29, 2024 182$2.2B
Port Capital LLC 0001729212Nov 14, 2024 87$2.2B
Long Pond Capital, LP 0001499066Nov 13, 2024 38$2.2B
59 North Capital Management, LP 0001805589Nov 14, 2024 17$2.2B
North Star Asset Management Inc. 0001056559Nov 14, 2024 328$2.2B
Wharton Business Group, LLC 0001513126Nov 7, 2024 141$2.2B
First Western Trust Bank 0001513189Nov 7, 2024 204$2.2B
Summit Partners Public Asset Management, LLC 0001638555Nov 14, 2024 64$2.2B
Seizert Capital Partners, LLC 0001134283Nov 6, 2024 165$2.2B
Element Capital Management LLC 0001535630Nov 8, 2024 25$2.2B
Southeastern Asset Management Inc. 0000807985Nov 14, 2024 45$2.2B
Platinum Investment Management Ltd. 0001256071Nov 8, 2024 122$2.2B
Centiva Capital, LP 0001692507Nov 14, 2024 1,509$2.2B
Amazon Com Inc. 0001018724Nov 7, 2024 10$2.2B
Westwood Global Investments, LLC 0001356513Nov 12, 2024 14$2.2B
Avidian Wealth Enterprises, LLC 0001471474Oct 30, 2024 498$2.2B
Lombard Odier Asset Management (Europe) Ltd 0001535784Nov 14, 2024 242$2.2B
Bain Capital Public Equity Management II, LLC 0001768111Nov 14, 2024 30$2.2B
Dixon Mitchell Investment Counsel Inc. 0001993485Oct 17, 2024 91$2.2B
Caxton Associates LP 0000872573Nov 14, 2024 510$2.2B
Johnson Financial Group, Inc. 0001477024Nov 13, 2024 911$2.2B
Laird Norton Wetherby Wealth Management, LLC 0001279627Nov 14, 2024 931$2.2B
Prana Capital Management, LP 0001710951Nov 14, 2024 85$2.2B
Bristol Gate Capital Partners Inc. 0001650142Nov 12, 2024 31$2.2B
CTC LLC 0001445893Nov 15, 2024 67$2.2B
Alpine Associates Management Inc. 0001396835Nov 8, 2024 49$2.2B
GHP Investment Advisors, Inc. 0001401561Oct 24, 2024 968$2.2B
Stratos Wealth Advisors, LLC 0001707202Oct 17, 2024 733$2.2B
St Germain D J Co. Inc. 0000831571Oct 18, 2024 776$2.2B
Gerber Kawasaki Wealth & Investment Management 0001666736Nov 13, 2024 286$2.2B
Merewether Investment Management, LP 0001736852Nov 14, 2024 46$2.2B
Lake Street Advisors Group, LLC 0001724269Oct 23, 2024 646$2.2B
Lockheed Martin Investment Management Co. 0000897599Nov 14, 2024 104$2.2B
Westchester Capital Management, LLC 0001512805Nov 14, 2024 183$2.2B
Leeward Investments, LLC - MA 0001923173Oct 31, 2024 145$2.2B
Sowell Financial Services LLC 0001633697Oct 4, 2024 530$2.2B
North Reef Capital Management LP 0001867831Nov 14, 2024 48$2.1B
Hennion & Walsh Asset Management, Inc. 0001861642Oct 22, 2024 866$2.1B
Cookson Peirce & Co. Inc. 0001141455Nov 12, 2024 242$2.1B
Heritage Wealth Advisors 0001591122Nov 12, 2024 636$2.1B
Birch Hill Investment Advisors LLC 0001424177Oct 10, 2024 178$2.1B
CoreCap Advisors, LLC 0001902501Nov 8, 2024 2,641$2.1B
Montag A & Associates Inc. 0000829407Nov 5, 2024 1,027$2.1B
Bogart Wealth, LLC 0001715740Oct 23, 2024 1,146$2.1B
Chai Trust Co. LLC 0001250731Nov 14, 2024 12$2.1B
Main Management ETF Advisors, LLC 0001698607Nov 15, 2024 150$2.1B
Senator Investment Group LP 0001443689Nov 13, 2024 62$2.1B
Chesley Taft & Associates LLC 0001164632Oct 7, 2024 323$2.1B
Tweedy, Browne Co LLC 0000732905Nov 13, 2024 43$2.1B
Joel Isaacson & Co., LLC 0001599330Oct 23, 2024 369$2.1B
Matrix Capital Management Company, LP 0001410830Nov 14, 2024 7$2.1B
Summitry LLC 0001280043Nov 7, 2024 137$2.1B
Integrated Advisors Network LLC 0001660177Oct 25, 2024 693$2.1B
Electron Capital Partners, LLC 0001586986Nov 14, 2024 45$2.1B
Brevan Howard Capital Management LP 0001512857Nov 14, 2024 1,050$2.1B
Swan Global Investments, LLC 0001591505Nov 13, 2024 39$2.1B
Davidson Investment Advisors 0001140771Nov 13, 2024 118$2.1B
Rivernorth Capital Management, LLC 0001447578Dec 3, 2024 388$2.1B
Unigestion Holding SA 0001745879Nov 19, 2024 152$2.1B
Connecticut Wealth Management, LLC 0001689829Nov 13, 2024 326$2.1B
Encompass Capital Advisors LLC 0001541901Nov 14, 2024 56$2.1B
Gladstone Institutional Advisory LLC 0001766530Oct 28, 2024 683$2.0B
GenTrust, LLC 0001697110Nov 12, 2024 203$2.0B
Spruce House Investment Management LLC 0001543170Nov 14, 2024 10$2.0B
Smithfield Trust Co 0001019754Nov 12, 2024 1,028$2.0B
Boxer Capital, LLC 0001465837Nov 14, 2024 68$2.0B
Patient Capital Management, LLC 0001854794Nov 14, 2024 41$2.0B
Meridian Wealth Management, LLC 0001697300Nov 12, 2024 627$2.0B
Rockland Trust Co. 0000084616Oct 3, 2024 283$2.0B
Polaris Capital Management, LLC 0001316926Nov 13, 2024 92$2.0B
Weitz Investment Management, Inc. 0000883965Nov 12, 2024 50$2.0B
Greenhouse Funds LLLP 0001626220Nov 14, 2024 33$2.0B
Cornerstone Investment Partners, LLC 0001328062Nov 13, 2024 225$2.0B
Foundry Partners, LLC 0001573913Nov 8, 2024 284$2.0B
Ghisallo Capital Management LLC 0001825214Nov 14, 2024 144$2.0B
Aviso Financial Inc. 0002033534Nov 13, 2024 358$2.0B
Linscomb Wealth, Inc. 0001313294Nov 6, 2024 288$2.0B
Eagle Global Advisors LLC 0001130787Nov 14, 2024 239$2.0B
Novo Holdings A/S 0001388325Oct 24, 2024 37$2.0B
Moors & Cabot, Inc. 0001607239Nov 8, 2024 873$2.0B
Money Design Co.,Ltd. 0001721608Oct 9, 2024 76$2.0B
Leavell Investment Management, Inc. 0000924181Nov 1, 2024 536$2.0B
Oddo BHF Asset Management Sas 0001686970Dec 3, 2024 312$2.0B
Capital Asset Advisory Services LLC 0001666024Oct 17, 2024 317$2.0B
Siren, L.L.C. 0002005245Nov 13, 2024 109$2.0B
PEAK6 Investments LLC 0001756111Nov 14, 2024 916$2.0B
Distillate Capital Partners LLC 0001741001Nov 13, 2024 64$2.0B
Trust Co. of Vermont 0001134008Oct 16, 2024 1,064$2.0B
Motley Fool Wealth Management, LLC 0001607978Nov 14, 2024 119$2.0B
Toyota Motor Corp./ 0001094517Apr 17, 2025 4$2.0B
Woodley Farra Manion Portfolio Management Inc. 0001165805Nov 12, 2024 98$2.0B