13F History

ManagerCIKFiledPositions13F Reported Value
Atairos Group, Inc. 0001671122Feb 14, 2025 4$2.4B
Merriman Wealth Management, LLC 0001568389Feb 13, 2025 209$2.4B
Henshaw Capital LLC 0002131483May 28, 2026 298$2.4B
Granahan Investment Management, LLC 0001026710Feb 14, 2025 180$2.4B
Dearborn Partners LLC 0001206792Feb 7, 2025 259$2.4B
Logan Capital Management Inc. 0001121330Feb 14, 2025 543$2.4B
HUB Investment Partners, LLC 0001841815Feb 11, 2025 537$2.4B
Readystate Asset Management LP 0001900923Feb 14, 2025 395$2.4B
Hirtle & Co., LLC 0001360710Feb 11, 2025 116$2.4B
Chilton Capital Management LLC 0001056859Feb 7, 2025 547$2.4B
New South Capital Management Inc. 0001044797Feb 6, 2025 65$2.4B
Northeast Financial Consultants Inc 0001599863Feb 14, 2025 288$2.4B
Lasalle Investment Management Securities LLC 0001085601Feb 13, 2025 44$2.4B
Daymark Wealth Partners, LLC 0001956824Jan 17, 2025 493$2.4B
Sand Hill Global Advisors, LLC 0001009209Feb 13, 2025 188$2.4B
Venture Visionary Partners LLC 0001792283Jul 14, 2025 537$2.4B
Permira Holdings LTD 0001337150Feb 14, 2025 2$2.4B
NZS Capital, LLC 0001816616Feb 14, 2025 59$2.3B
Edgestream Partners, L.P. 0001535061Feb 7, 2025 829$2.3B
Paralel Advisors LLC 0001895911Feb 13, 2025 108$2.3B
Capital Counsel LLC 0001114928May 13, 2025 55$2.3B
Pallas Capital Advisors LLC 0001862282Jan 13, 2025 582$2.3B
Encompass Capital Advisors LLC 0001541901Feb 14, 2025 59$2.3B
SageView Advisory Group, LLC 0001914558Feb 13, 2025 589$2.3B
Granite Investment Partners, LLC 0001542266Feb 13, 2025 261$2.3B
Dynamic Advisor Solutions LLC 0001599747Jan 21, 2025 644$2.3B
Beacon Capital Management, Inc. 0001575301Feb 11, 2025 28$2.3B
Beacon Investment Advisory Services, Inc. 0001654599Jan 17, 2025 249$2.3B
Applied Finance Capital Management, LLC 0001966007Feb 13, 2025 297$2.3B
Toyota Motor Corp./ 0001094517Feb 13, 2026 4$2.3B
Gerber Kawasaki Wealth & Investment Management 0001666736Feb 14, 2025 283$2.3B
GenTrust, LLC 0001697110Feb 5, 2025 202$2.3B
Harbor Capital Advisors, Inc. 0001039128Jan 10, 2025 1,319$2.3B
Thematics Asset Management 0001956031Feb 13, 2025 135$2.3B
Carlson Capital Management 0001581298Feb 10, 2025 112$2.3B
Shell Asset Management Co. 0001211028Feb 14, 2025 1,264$2.3B
XN LP 0001756558Feb 14, 2025 23$2.3B
Howland Capital Management LLC 0001079112Jan 28, 2025 283$2.3B
Siren, L.L.C. 0002005245Feb 14, 2025 117$2.3B
North Star Asset Management Inc. 0001056559Feb 19, 2025 325$2.3B
Greenhouse Funds LLLP 0001626220Feb 14, 2025 32$2.3B
Northeast Investment Management 0001082215Jan 28, 2025 182$2.3B
Staley Capital Advisers Inc. 0001106565Feb 7, 2025 179$2.3B
Edge Capital Group, LLC 0001767220Feb 4, 2025 332$2.2B
Opti Capital Management, LP 0001738654Feb 14, 2025 66$2.2B
Summit Partners L P 0000830588Feb 4, 2025 8$2.2B
North Reef Capital Management LP 0001867831Feb 14, 2025 41$2.2B
Azora Capital LP 0001700272Feb 14, 2025 57$2.2B
Avidian Wealth Enterprises, LLC 0001471474Jan 29, 2025 506$2.2B
Welch Group, LLC 0001443095Jan 27, 2025 263$2.2B
Joel Isaacson & Co., LLC 0001599330Jan 28, 2025 377$2.2B
Covea Finance 0001636948Jan 14, 2025 106$2.2B
Wharton Business Group, LLC 0001513126Feb 4, 2025 137$2.2B
Seizert Capital Partners, LLC 0001134283Feb 6, 2025 160$2.2B
Hennion & Walsh Asset Management, Inc. 0001861642Jan 15, 2025 851$2.2B
Main Management ETF Advisors, LLC 0001698607Feb 14, 2025 147$2.2B
Cookson Peirce & Co. Inc. 0001141455Feb 6, 2025 265$2.2B
Trivest Advisors Ltd 0001555623Feb 11, 2025 45$2.2B
St Germain D J Co. Inc. 0000831571Jan 10, 2025 837$2.2B
Constellation Investments, Inc. 0001573575Jan 29, 2025 17$2.2B
CoreCap Advisors, LLC 0001902501Feb 14, 2025 2,862$2.2B
Port Capital LLC 0001729212Feb 14, 2025 88$2.2B
Alpha Cubed Investments, LLC 0001580830Jan 17, 2025 267$2.2B
Mane Global Capital Management LP 0001856155Feb 14, 2025 61$2.2B
Advance Capital Management, Inc. 0001536029Jan 6, 2025 153$2.2B
Bain Capital Public Equity Management II, LLC 0001768111Feb 14, 2025 25$2.2B
Coho Partners, Ltd. 0001350585Jan 30, 2025 39$2.2B
Lake Street Advisors Group, LLC 0001724269Feb 4, 2025 646$2.2B
Nippon Life Global Investors Americas, Inc. 0001040190Feb 14, 2025 103$2.2B
Patient Capital Management, LLC 0001854794Feb 14, 2025 43$2.2B
First Western Trust Bank 0001513189Feb 13, 2025 196$2.2B
Dixon Mitchell Investment Counsel Inc. 0001993485Jan 15, 2025 115$2.2B
Harvest Fund Management Co., Ltd 0001694126Feb 11, 2025 743$2.2B
Paradigm Capital Management Inc. 0001037792Feb 18, 2025 128$2.2B
Gladstone Institutional Advisory LLC 0001766530Jan 29, 2025 697$2.2B
Chesley Taft & Associates LLC 0001164632Jan 17, 2025 326$2.2B
Matrix Capital Management Company, LP 0001410830Feb 13, 2025 5$2.2B
Birch Hill Investment Advisors LLC 0001424177Jan 28, 2025 181$2.2B
Osterweis Capital Management Inc. 0001007524Jun 5, 2025 196$2.1B
Parvus Asset Management Europe Ltd 0002022204Feb 14, 2025 1$2.1B
GHP Investment Advisors, Inc. 0001401561Jan 27, 2025 973$2.1B
BW Gestao de Investimentos Ltda. 0001568280Feb 14, 2025 109$2.1B
59 North Capital Management, LP 0001805589Feb 14, 2025 13$2.1B
Mirae Asset Securities (usa) Inc. 0000890203Feb 11, 2025 85$2.1B
Fund Evaluation Group, LLC 0001356249Feb 12, 2025 38$2.1B
CSM Advisors, LLC 0001863523Feb 14, 2025 125$2.1B
Oberweis Asset Management Inc./ 0000937886Feb 14, 2025 196$2.1B
Southeastern Asset Management Inc. 0000807985Feb 14, 2025 44$2.1B
Johnson Financial Group, Inc. 0001477024Feb 14, 2025 833$2.1B
Berkshire Asset Management LLC 0000949012Feb 7, 2025 279$2.1B
Black Creek Investment Management Inc. 0001528593Feb 13, 2025 27$2.1B
Meridian Wealth Management, LLC 0001697300Feb 6, 2025 625$2.1B
Bogart Wealth, LLC 0001715740Jan 30, 2025 1,337$2.1B
Montag A & Associates Inc. 0000829407Jan 30, 2025 993$2.1B
Moors & Cabot, Inc. 0001607239Feb 7, 2025 878$2.1B
Hawk Ridge Capital Management LP 0001609074Feb 14, 2025 43$2.1B
Mantle Ridge LP 0001695459Feb 14, 2025 2$2.1B
Prana Capital Management, LP 0001710951Feb 14, 2025 94$2.1B
Stratos Wealth Advisors, LLC 0001707202Jan 27, 2025 711$2.1B
Laird Norton Wetherby Wealth Management, LLC 0001279627Feb 14, 2025 897$2.1B