13F History

ManagerCIKFiledPositions13F Reported Value
Diversify Wealth Management, LLC 0002030780Feb 3, 2026 622$2.1B
Index Fund Advisors, Inc. 0001665097Jan 29, 2026 146$2.1B
Reynders McVeigh Capital Management, LLC 0001455969Feb 2, 2026 196$2.1B
Ocean Park Asset Management, LLC 0001538052Jan 15, 2026 85$2.1B
Heard Capital LLC 0001796409Feb 17, 2026 21$2.1B
Westchester Capital Management, LLC 0001512805Feb 13, 2026 277$2.1B
Sax Wealth Advisors, LLC 0001846150Jan 12, 2026 488$2.1B
BSN CAPITAL PARTNERS Ltd 0001911876Mar 4, 2026 24$2.1B
PFG Investments, LLC 0001973224Jan 26, 2026 1,150$2.1B
Flagship Harbor Advisors, LLC 0001691766Jan 21, 2026 2,280$2.1B
Rivernorth Capital Management, LLC 0001447578Feb 17, 2026 477$2.1B
B. Riley Wealth Advisors, Inc. 0001464811Feb 17, 2026 934$2.1B
Sound Income Strategies, LLC 0001730960Jan 21, 2026 2,516$2.1B
Kovack Advisors, Inc. 0001728321Feb 17, 2026 1,004$2.1B
Cooper Creek Partners Management LLC 0001512162Feb 17, 2026 84$2.1B
Swan Global Investments, LLC 0001591505Feb 11, 2026 66$2.1B
Mason Investment Advisory Services, Inc. 0001635007Feb 12, 2026 80$2.1B
Investment House LLC 0001566030Feb 6, 2026 215$2.1B
Woodley Farra Manion Portfolio Management Inc. 0001165805Feb 12, 2026 114$2.1B
Hardman Johnston Global Advisors LLC 0001006364Jan 23, 2026 71$2.1B
Empirical Finance, LLC 0001572838Feb 12, 2026 481$2.1B
Encompass Capital Advisors LLC 0001541901Feb 17, 2026 48$2.1B
Halbert Hargrove Global Advisors, LLC 0001484205Jan 23, 2026 353$2.1B
Avala Global LP 0001948899Feb 17, 2026 22$2.1B
Y.D. More Investments Ltd 0001870364Jan 21, 2026 470$2.1B
Ostrum Asset Management 0001767945Feb 13, 2026 572$2.1B
Fairfax Financial Holdings 0000915191Feb 17, 2026 29$2.1B
Campbell & CO Investment Adviser LLC 0001353570Feb 12, 2026 1,096$2.1B
Meiji Yasuda Asset Management Co Ltd. 0001491685Feb 6, 2026 546$2.1B
Harvard Management Co. Inc. 0001082621Feb 13, 2026 19$2.1B
Bryn Mawr Trust Advisors, LLC 0001700481Feb 4, 2026 446$2.1B
GW Henssler & Associates Ltd. 0001080369Feb 10, 2026 231$2.1B
Elevation Point Wealth Partners, LLC 0001744349Feb 12, 2026 719$2.1B
TIG Advisors, LLC 0001358253Feb 17, 2026 63$2.1B
Klingman & Associates, LLC 0001662449Jan 29, 2026 326$2.1B
Invenomic Capital Management LP 0001769456Feb 17, 2026 144$2.1B
Stratos Wealth Advisors, LLC 0001707202Jan 20, 2026 655$2.1B
Kingswood Wealth Advisors, LLC 0001987855Jan 28, 2026 869$2.1B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0001622346Feb 13, 2026 10$2.1B
Contrarius Group Holdings Ltd 0002054801Feb 11, 2026 44$2.1B
Kinetic Partners Management, LP 0001911448Feb 17, 2026 44$2.1B
PFG Advisors 0001694435Jan 27, 2026 767$2.1B
RGM Capital, LLC 0001323953Feb 17, 2026 17$2.1B
Deroy & Devereaux Private Investment Counsel Inc. 0001278678Jan 27, 2026 176$2.1B
Emerald Mutual Fund Advisers Trust 0001352895Feb 9, 2026 189$2.1B
CenterBook Partners LP 0001872738Feb 11, 2026 541$2.0B
TruWealth Advisors, LLC 0001834985Jan 7, 2026 182$2.0B
Alerus Financial NA 0000919458Feb 13, 2026 508$2.0B
Milestone Resources Group Ltd 0001708139Feb 6, 2026 10$2.0B
Consulta Ltd 0001510677Feb 17, 2026 14$2.0B
Fernbridge Capital Management LP 0001827734Feb 17, 2026 20$2.0B
Waters Parkerson & Co., LLC 0001222993Feb 12, 2026 190$2.0B
RWC Asset Management LLP 0001520478Feb 11, 2026 166$2.0B
First Western Trust Bank 0001513189Feb 12, 2026 197$2.0B
Analog Century Management LP 0001753384Feb 13, 2026 24$2.0B
Lowe Brockenbrough & Co. Inc. 0000022657Feb 11, 2026 332$2.0B
Yaupon Capital Management LP 0001755028Feb 17, 2026 92$2.0B
Venrock Adviser, LLC 0001615982Feb 17, 2026 27$2.0B
Tang Capital Management LLC 0001232621Feb 17, 2026 75$2.0B
Bank of Hawaii 0000315080Mar 3, 2026 226$2.0B
Procyon Advisors, LLC 0001804329Jan 7, 2026 557$2.0B
Smith Salley Wealth Management 0001482012Jan 27, 2026 264$2.0B
Ribbit Management Company, LLC 0001836733Feb 17, 2026 14$2.0B
Black Creek Investment Management Inc. 0001528593Feb 13, 2026 27$2.0B
LGT Capital Partners LTD. 0001641992Feb 11, 2026 38$2.0B
Highland Capital Management, LLC 0000860486Feb 2, 2026 407$2.0B
Long Focus Capital Management, LLC 0001602716Feb 17, 2026 77$2.0B
Pine Valley Investments Ltd Liability Co 0001975417Feb 13, 2026 518$2.0B
Syon Capital LLC 0001999353Feb 11, 2026 895$2.0B
Sofi Wealth, LLC 0001925582Jan 30, 2026 50$2.0B
Gobi Capital LLC 0001698060Feb 17, 2026 12$2.0B
Standard Investments LLC 0001539436Feb 17, 2026 12$2.0B
Dearborn Partners LLC 0001206792Feb 11, 2026 264$2.0B
Hamilton Capital, LLC 0001646639May 15, 2026 159$2.0B
Spyglass Capital Management LLC 0001654344Feb 17, 2026 25$2.0B
ATLAS Infrastructure Partners (UK) Ltd. 0001924953Feb 17, 2026 9$2.0B
GAMMA Investing LLC 0002010235Jan 5, 2026 4,094$2.0B
Mizuho Markets Cayman LP 0001803149Feb 6, 2026 93$2.0B
Leeward Investments, LLC - MA 0001923173Feb 5, 2026 141$2.0B
Integral Health Asset Management, LLC 0001773206Feb 17, 2026 84$2.0B
Lombard Odier Asset Management (Europe) Ltd 0001535784Feb 17, 2026 185$2.0B
Sigma Investment Counselors Inc. 0001085163Feb 3, 2026 202$2.0B
Westwood Global Investments, LLC 0001356513Feb 10, 2026 10$2.0B
NEA Management Company, LLC 0001512848Feb 17, 2026 27$2.0B
Rock Springs Capital Management LP 0001595725Feb 17, 2026 98$1.9B
Blue Whale Capital LLP 0001801547Feb 13, 2026 24$1.9B
Fairview Capital Investment Management, LLC 0001056549Feb 17, 2026 174$1.9B
Blackhill Capital Inc. 0000872162Feb 13, 2026 50$1.9B
Distillate Capital Partners LLC 0001741001Feb 12, 2026 116$1.9B
Osborne Partners Capital Management, LLC 0001005607Jan 27, 2026 196$1.9B
Gilead Sciences, Inc. 0000882095Feb 12, 2026 6$1.9B
Root Financial Partners, LLC 0001977181Feb 10, 2026 2,431$1.9B
Willis Investment Counsel 0001310929Jan 22, 2026 130$1.9B
Kensington Asset Management, LLC 0001979884Feb 13, 2026 41$1.9B
L1 Capital International Pty Ltd 0002009023Feb 13, 2026 21$1.9B
Parvus Asset Management Jersey Ltd 0002061470Feb 17, 2026 1$1.9B
Stairway Partners, LLC 0001454138Jan 5, 2026 18$1.9B
Concentric Capital Strategies, LP 0001851869Feb 17, 2026 242$1.9B
3EDGE Asset Management, LP 0001665605Feb 6, 2026 94$1.9B
Cornerstone Wealth Management, LLC 0001674117Feb 5, 2026 690$1.9B