13F History

ManagerCIKFiledPositions13F Reported Value
Lombard Odier Asset Management (Switzerland) SA 0001535660May 15, 2025 265$1.7B
Silicon Valley Community Foundation 0001598350May 13, 2025 4$1.7B
Centiva Capital, LP 0001692507May 15, 2025 1,283$1.7B
Osborne Partners Capital Management, LLC 0001005607Apr 21, 2025 212$1.7B
Steelhead Partners LLC 0001133521May 15, 2025 31$1.7B
Dorsey & Whitney Trust CO LLC 0001384042May 14, 2025 662$1.7B
Goelzer Investment Management, Inc. 0001550057Apr 29, 2025 237$1.7B
Platinum Investment Management Ltd. 0001256071May 15, 2025 115$1.7B
Westchester Capital Management, LLC 0001512805May 14, 2025 161$1.7B
Glendon Capital Management LP 0001604350May 14, 2025 24$1.7B
Deroy & Devereaux Private Investment Counsel Inc. 0001278678Apr 29, 2025 168$1.7B
Blackhill Capital Inc. 0000872162May 14, 2025 49$1.7B
Smith Chas P & Associates Pa Cpas 0001082509May 8, 2025 163$1.7B
HighPoint Advisor Group LLC 0001616034May 5, 2025 661$1.7B
Ami Asset Management Corp. 0001369702Apr 23, 2025 90$1.7B
Strategic Financial Services, Inc. 0001432539May 23, 2025 133$1.7B
Unigestion Holding SA 0001745879Apr 10, 2025 161$1.7B
HSG Holding Ltd 0001470766May 13, 2025 17$1.7B
Rice Hall James & Associates, LLC 0001230765May 1, 2025 248$1.7B
Midland Wealth Advisors, LLC 0001990058Apr 14, 2025 179$1.7B
Quintet Private Bank (Europe) S.A. 0001977290Apr 16, 2025 205$1.7B
1ST Source Bank 0000356264May 5, 2025 260$1.7B
Sound Income Strategies, LLC 0001730960Apr 17, 2025 1,558$1.7B
Sprott Inc. 0001512920May 14, 2025 190$1.7B
Motley Fool Wealth Management, LLC 0001607978May 12, 2025 125$1.7B
Acropolis Investment Management, LLC 0001318601Apr 17, 2025 298$1.7B
EcoR1 Capital, LLC 0001587114May 15, 2025 44$1.7B
Heard Capital LLC 0001796409May 15, 2025 22$1.7B
Apexium Financial, LP 0001765285May 14, 2025 278$1.7B
Baring Fintech Manager Holding Ltd 0002053290May 14, 2025 1$1.7B
First Interstate Bank 0001125727Apr 30, 2025 170$1.7B
Highland Capital Management, LLC 0000860486Apr 24, 2025 391$1.7B
Meeder Advisory Services, Inc. 0001792167May 7, 2025 574$1.7B
Bryn Mawr Trust Advisors, LLC 0001700481May 2, 2025 387$1.7B
Parvus Asset Management Europe Ltd 0002022204May 15, 2025 1$1.7B
Visionary Wealth Advisors 0001802984May 14, 2025 541$1.7B
Soma Equity Partners LP 0001680964May 15, 2025 17$1.7B
Pitcairn Co. 0000315014May 9, 2025 707$1.7B
TruWealth Advisors, LLC 0001834985Apr 10, 2025 158$1.7B
Mason Investment Advisory Services, Inc. 0001635007May 1, 2025 74$1.7B
Coho Partners, Ltd. 0001350585Apr 22, 2025 36$1.7B
Empirical Finance, LLC 0001572838May 7, 2025 504$1.7B
Atlantic Union Bankshares Corp 0000883948May 5, 2025 303$1.7B
Hamilton Capital, LLC 0001646639May 16, 2025 137$1.7B
Centaurus Financial, Inc. 0000891943May 15, 2025 888$1.7B
Transform Wealth, LLC 0001682266Apr 15, 2025 242$1.7B
Permira Holdings LTD 0001337150May 15, 2025 2$1.6B
Barr E S & Co. 0001040210May 15, 2025 106$1.6B
Standard Investments LLC 0001539436May 15, 2025 11$1.6B
Procyon Advisors, LLC 0001804329Apr 11, 2025 588$1.6B
WINTON GROUP Ltd 0001612063May 15, 2025 656$1.6B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0001622346May 15, 2025 7$1.6B
Sigma Investment Counselors Inc. 0001085163Apr 30, 2025 187$1.6B
Opti Capital Management, LP 0001738654May 15, 2025 53$1.6B
Klingman & Associates, LLC 0001662449May 13, 2025 263$1.6B
Ares Management LLC 0001259313May 15, 2025 33$1.6B
McKinley Carter Wealth Services, Inc. 0001484265Apr 15, 2025 297$1.6B
Stairway Partners, LLC 0001454138Apr 7, 2025 18$1.6B
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0001329375Apr 24, 2025 60$1.6B
MKP Capital Management, L.L.C. 0001534949May 13, 2025 6$1.6B
Index Fund Advisors, Inc. 0001665097Apr 30, 2025 95$1.6B
McAdam, LLC 0001695490May 21, 2025 342$1.6B
Grandfield & Dodd, LLC 0001308016May 2, 2025 197$1.6B
HITE Hedge Asset Management LLC 0001568939May 14, 2025 107$1.6B
Summit Partners L P 0000830588May 5, 2025 9$1.6B
Accredited Investors Inc. 0001518364May 6, 2025 238$1.6B
Chai Trust Co. LLC 0001250731May 15, 2025 12$1.6B
Sageworth Trust Co 0001482688Apr 28, 2025 97$1.6B
Hill Path Capital LP 0001676292May 15, 2025 4$1.6B
Graypoint LLC 0001794198May 2, 2025 506$1.6B
Camber Capital Management LP 0001444043May 15, 2025 28$1.6B
Thoroughbred Financial Services, LLC 0001091370May 9, 2025 671$1.6B
Diversify Advisory Services, LLC 0002021232May 5, 2025 630$1.6B
Tectonic Advisors LLC 0001859918May 2, 2025 316$1.6B
Wilkinson Global Asset Management LLC 0001764000May 1, 2025 75$1.6B
Edgar Lomax Co. 0001013538May 14, 2025 58$1.6B
Capstone Financial Advisors, Inc. 0001599217May 9, 2025 158$1.6B
Clarius Group, LLC 0001664214Apr 18, 2025 482$1.6B
Rehmann Capital Advisory Group 0001633037Apr 30, 2025 602$1.6B
Foster & Motley Inc. 0001163902May 8, 2025 378$1.6B
Confluence Wealth Services, Inc. 0001910411Apr 24, 2025 334$1.6B
Roffman Miller Associates Inc. 0000869367Apr 29, 2025 75$1.6B
McDonald Capital Investors Inc. 0001033225Apr 30, 2025 20$1.6B
RBF Capital, LLC 0001134621May 15, 2025 560$1.6B
Hilltop Holdings Inc. 0001265131May 15, 2025 843$1.6B
Zions Bancorporation, National Association 0000109380May 12, 2025 884$1.6B
Arvest Bank Trust Division 0001625959May 14, 2025 172$1.6B
Sun Life Financial Inc. 0001097362May 8, 2025 33$1.6B
Alphabet Inc. 0001652044May 2, 2025 40$1.6B
Rush Island Management, LP 0001736465May 15, 2025 14$1.6B
CenterBook Partners LP 0001872738May 9, 2025 466$1.6B
Susquehanna Advisors Group, Inc. 0001444949May 14, 2025 90$1.6B
Two Creeks Capital Management, LP 0001606430May 15, 2025 23$1.6B
Community Trust & Investment Co. 0001047142Apr 17, 2025 131$1.6B
NYL Investors LLC 0001606720May 7, 2025 36$1.6B
Arax Advisory Partners 0001586767May 15, 2025 2,659$1.6B
PFG Investments, LLC 0001973224Apr 22, 2025 1,017$1.6B
Moody LYNN Lieberson & Walker, LLC 0000938592Apr 28, 2025 244$1.6B
Hamilton Capital Partners Inc. 0002141005Aug 14, 2026 207$1.6B
Fullerton Fund Management Co Ltd. 0001592746May 15, 2025 116$1.6B