13F History

ManagerCIKFiledPositions13F Reported Value
Pine Valley Investments Ltd Liability Co 0001975417Feb 17, 2026 500$1.6B
Elm Partners Management LLC 0001743941May 13, 2025 66$1.6B
Mogy Joel R Investment Counsel Inc. 0001126735Apr 16, 2025 105$1.6B
Financiere des Professionnels - Fonds d'investissement inc. 0001996846Apr 29, 2025 177$1.5B
Full Sail Capital, LLC 0001757617May 14, 2025 162$1.5B
Heitman Real Estate Securities LLC 0001080117May 15, 2025 54$1.5B
Krilogy Financial LLC 0001659047Apr 16, 2025 222$1.5B
Alta Capital Management LLC/ 0001093589Apr 21, 2025 88$1.5B
CAS Investment Partners, LLC 0001697591May 15, 2025 4$1.5B
Check Capital Management Inc. 0001032814May 2, 2025 50$1.5B
Empire Life Investments Inc. 0001640951May 9, 2025 110$1.5B
Efficient Advisors, LLC 0001542164May 6, 2025 61$1.5B
BIP Wealth, LLC 0001590214May 2, 2025 285$1.5B
OneAscent Financial Services LLC 0001780985May 5, 2025 489$1.5B
SRB Corp. 0001496228May 14, 2025 23$1.5B
Spinnaker Trust 0001158970Apr 25, 2025 280$1.5B
Sather Financial Group Inc 0001568540May 7, 2025 95$1.5B
TIG Advisors, LLC 0001358253May 15, 2025 50$1.5B
UNIVEST FINANCIAL Corp 0000102212May 8, 2025 275$1.5B
Main Street Research LLC 0001513211Apr 30, 2025 101$1.5B
Cidel Asset Management Inc. 0001621915Apr 28, 2025 340$1.5B
Seilern Investment Management Ltd 0001817797Apr 14, 2025 23$1.5B
Guyasuta Investment Advisors Inc. 0000928568Apr 22, 2025 249$1.5B
Adero Partners, LLC 0001800593Apr 17, 2025 259$1.5B
Courier Capital LLC 0001015247Apr 14, 2025 373$1.5B
Punch & Associates Investment Management, Inc. 0001238990May 15, 2025 164$1.5B
Smith Salley Wealth Management 0001482012Apr 25, 2025 244$1.5B
Cyndeo Wealth Partners, LLC 0001950947Apr 17, 2025 448$1.5B
Nuance Investments, LLC 0001473182May 13, 2025 49$1.5B
Compass Capital Management, Inc. 0001002152Apr 17, 2025 35$1.5B
Lowe Brockenbrough & Co. Inc. 0000022657May 13, 2025 264$1.5B
Tairen Capital Ltd 0001652062May 15, 2025 88$1.5B
Investure, LLC 0001476993May 14, 2025 16$1.5B
Bar Harbor Wealth Management 0001035463Apr 16, 2025 255$1.5B
Meritage Portfolio Management 0000881432Apr 28, 2025 321$1.5B
Western Wealth Management, LLC 0001767902Apr 23, 2025 676$1.5B
LMCG Investments, LLC 0001470944Apr 10, 2025 228$1.5B
Long Pond Capital, LP 0001499066May 14, 2025 33$1.5B
Ellevest, Inc. 0001644128May 14, 2025 399$1.5B
Legacy Wealth Management, LLC 0001488921Apr 25, 2025 40$1.5B
Rothschild Investment LLC 0000085338Apr 8, 2025 3,026$1.5B
Patten & Patten Inc. 0001044905May 7, 2025 317$1.5B
Hikari Tsushin, Inc. 0001423673May 13, 2025 71$1.5B
Evensky & Katz LLC 0001357867May 13, 2025 78$1.5B
S&co Inc. 0001082461May 8, 2025 217$1.5B
Willis Investment Counsel 0001310929Apr 16, 2025 117$1.5B
Ninety One North America, Inc. 0001633343Apr 30, 2025 68$1.5B
Country Club Bank 0000824325May 1, 2025 319$1.5B
Massachusetts Mutual Life Insurance Co. 0000225602May 14, 2025 2$1.5B
Meeder Asset Management Inc. 0000809443May 7, 2025 901$1.5B
Consulta Ltd 0001510677May 15, 2025 10$1.5B
Segment Wealth Management, LLC 0001575581Apr 22, 2025 281$1.5B
Cornerstone Wealth Management, LLC 0001674117Apr 18, 2025 606$1.5B
JFS Wealth Advisors, LLC 0001568068Apr 22, 2025 1,935$1.5B
Y-Intercept (Hong Kong) Ltd 0001772875May 6, 2025 1,142$1.5B
Azora Capital LP 0001700272May 15, 2025 41$1.5B
Long Focus Capital Management, LLC 0001602716May 15, 2025 86$1.5B
Politan Capital Management LP 0001885245May 15, 2025 5$1.5B
Pacific Heights Asset Management LLC 0001323414Apr 29, 2025 72$1.5B
Praxis Investment Management Inc. 0001056825Apr 22, 2025 784$1.5B
3EDGE Asset Management, LP 0001665605May 1, 2025 85$1.5B
Advocacy Wealth Management, LLC 0001569452May 6, 2025 55$1.5B
Waratah Capital Advisors Ltd. 0001539919May 13, 2025 137$1.5B
Maple-Brown Abbott Ltd 0001681596May 13, 2025 15$1.5B
Maren Capital LLC 0001961415May 14, 2025 25$1.5B
First National Bank of Omaha 0000036644Feb 10, 2026 308$1.5B
Avala Global LP 0001948899May 15, 2025 23$1.5B
Nichols & Pratt Advisers LLP 0001141781Apr 29, 2025 96$1.5B
Contrarius Group Holdings Ltd 0002054801May 12, 2025 49$1.5B
Darwin Global Management, Ltd. 0001839209May 15, 2025 3$1.5B
Spyglass Capital Management LLC 0001654344May 15, 2025 25$1.5B
First Beijing Investment Ltd 0001701717May 19, 2025 8$1.5B
Legacy Private Trust Co. 0001352547Apr 4, 2025 246$1.5B
Janney Capital Management LLC 0001569855Apr 21, 2025 229$1.5B
Siemens Fonds Invest GmbH 0001856637May 15, 2025 577$1.5B
Progeny 3, Inc. 0001536006May 15, 2025 30$1.5B
Knights of Columbus Asset Advisors LLC 0001688666May 7, 2025 361$1.5B
Point72 Europe (London) LLP 0001698051May 15, 2025 120$1.4B
Greenwood Gearhart LLC 0001084683May 6, 2025 106$1.4B
Pensioenfonds Rail & Ov 0001218761Sep 23, 2026 40$1.4B
Atwood & Palmer Inc. 0001044929Apr 15, 2025 441$1.4B
American Family Investments, Inc. 0002029723May 15, 2025 11$1.4B
Berger Financial Group, Inc 0001826136May 12, 2025 413$1.4B
Leith Wheeler Investment Counsel Ltd. 0001353651May 13, 2025 75$1.4B
Oakworth Capital, Inc. 0001588871Apr 24, 2025 686$1.4B
Cambria Investment Management, L.P. 0001529389May 15, 2025 363$1.4B
CSS LLC 0001103646May 15, 2025 630$1.4B
Resonant Capital Advisors, LLC 0001803236Apr 28, 2025 370$1.4B
Aureus Asset Management, LLC 0001381296May 15, 2025 203$1.4B
Oxford Financial Group, LTD. LLC 0001245862May 15, 2025 261$1.4B
Baldwin Wealth Partners LLC 0001021258Apr 14, 2025 228$1.4B
Generate Investment Management Ltd 0002025905Apr 23, 2025 77$1.4B
Financial Advocates Investment Management 0001730293Apr 28, 2025 707$1.4B
Quinn Opportunity Partners LLC 0001633275May 14, 2025 386$1.4B
ATLAS Infrastructure Partners (UK) Ltd. 0001924953May 15, 2025 6$1.4B
Wgi Dm, LLC 0002059126May 13, 2025 6$1.4B
Hills Bank & Trust Co 0001309148Apr 25, 2025 299$1.4B
Good Life Advisors, LLC 0001696260Apr 17, 2025 494$1.4B
BBR Partners, LLC 0001352467May 14, 2025 245$1.4B
Franklin Street Advisors Inc. 0001010873Apr 15, 2025 166$1.4B