13F History

ManagerCIKFiledPositions13F Reported Value
LGT Capital Partners LTD. 0001641992May 11, 2026 38$1.9B
Portolan Capital Management, LLC 0001350290May 15, 2026 144$1.9B
Jordan Park Group LLC 0001707975May 11, 2026 69$1.9B
Kovack Advisors, Inc. 0001728321May 13, 2026 1,011$1.9B
Proficio Capital Partners LLC 0001654175May 14, 2026 248$1.9B
Evolve Private Wealth, LLC 0002111131Apr 16, 2026 994$1.9B
Progeny 3, Inc. 0001536006May 15, 2026 32$1.9B
Lansdowne Partners (uk) LLP 0001608485May 14, 2026 22$1.9B
Black Creek Investment Management Inc. 0001528593May 13, 2026 25$1.9B
Evanson Asset Management, LLC 0001626379Apr 8, 2026 321$1.9B
Swan Global Investments, LLC 0001591505May 7, 2026 64$1.9B
American Capital Management Inc. 0001320168May 15, 2026 75$1.9B
Berkley W R Corp. 0000011544May 15, 2026 345$1.9B
CenterBook Partners LP 0001872738May 5, 2026 628$1.9B
Goehring & Rozencwajg Associates, LLC 0001863154May 5, 2026 43$1.9B
Mizuho Markets Cayman LP 0001803149May 13, 2026 78$1.9B
StoneX Group Inc. 0000913760May 14, 2026 917$1.9B
Oxford Financial Group, LTD. LLC 0001245862May 6, 2026 302$1.9B
Capstone Financial Advisors, Inc. 0001599217May 15, 2026 185$1.9B
J.Safra Asset Management Corp 0001535293May 4, 2026 615$1.9B
Accredited Investors Inc. 0001518364Apr 30, 2026 281$1.9B
Greenwood Gearhart LLC 0001084683May 7, 2026 134$1.8B
Dearborn Partners LLC 0001206792May 12, 2026 269$1.8B
OneAscent Financial Services LLC 0001780985Apr 21, 2026 591$1.8B
Smith Chas P & Associates Pa Cpas 0001082509May 12, 2026 176$1.8B
Sepio Capital, LP 0001751412May 13, 2026 369$1.8B
Fairview Capital Investment Management, LLC 0001056549May 15, 2026 190$1.8B
Community Trust & Investment Co. 0001047142Apr 13, 2026 140$1.8B
Arvest Bank Trust Division 0001625959May 13, 2026 221$1.8B
Regal Partners Ltd 0001577774May 15, 2026 106$1.8B
Occudo Quantitative Strategies LP 0001819697May 15, 2026 727$1.8B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0001622346May 15, 2026 6$1.8B
Angeles Wealth Management, LLC 0001929170May 6, 2026 524$1.8B
Kensington Asset Management, LLC 0001979884May 21, 2026 41$1.8B
DRW Securities, LLC 0001481986May 13, 2026 1,104$1.8B
Cidel Asset Management Inc. 0001621915Apr 17, 2026 436$1.8B
Willis Investment Counsel 0001310929May 5, 2026 123$1.8B
Aprio Wealth Management, LLC 0001803519May 11, 2026 613$1.8B
Diversified Enterprises, LLC 0002037264May 15, 2026 412$1.8B
Lombard Odier Asset Management (Europe) Ltd 0001535784May 15, 2026 184$1.8B
Dorsey & Whitney Trust CO LLC 0001384042May 14, 2026 710$1.8B
Harvard Management Co. Inc. 0001082621May 15, 2026 17$1.8B
Money Concepts Capital Corp. 0000716851Apr 30, 2026 567$1.8B
Spinnaker Trust 0001158970Apr 23, 2026 285$1.8B
CSS LLC 0001103646May 15, 2026 739$1.8B
Rice Hall James & Associates, LLC 0001230765May 15, 2026 243$1.8B
WealthPlan Investment Management, LLC 0001929986Apr 29, 2026 455$1.8B
BBR Partners, LLC 0001352467May 12, 2026 253$1.8B
BIT Capital GmbH 0002053305May 13, 2026 76$1.8B
Cambria Investment Management, L.P. 0001529389May 15, 2026 643$1.8B
Jacobi Capital Management LLC 0001689646May 14, 2026 632$1.8B
Courier Capital LLC 0001015247Apr 23, 2026 385$1.8B
JFS Wealth Advisors, LLC 0001568068Apr 21, 2026 1,889$1.8B
Kinetic Partners Management, LP 0001911448May 15, 2026 49$1.8B
Berger Financial Group, Inc 0001826136Apr 28, 2026 463$1.8B
Essex Financial Services, Inc. 0001315785Apr 24, 2026 794$1.8B
Moody LYNN Lieberson & Walker, LLC 0000938592Apr 13, 2026 250$1.8B
Ostrum Asset Management 0001767945May 14, 2026 562$1.8B
UNIVEST FINANCIAL Corp 0000102212May 1, 2026 254$1.8B
First Interstate Bank 0001125727Apr 29, 2026 187$1.8B
Beacon Capital Management, Inc. 0001575301May 8, 2026 141$1.8B
Waddell & Associates, LLC 0001776757May 11, 2026 449$1.8B
Patriot Financial Group Insurance Agency, LLC 0001694883Apr 22, 2026 693$1.8B
Atwood & Palmer Inc. 0001044929Apr 15, 2026 531$1.8B
Founders Financial Securities LLC 0001342396Apr 17, 2026 530$1.8B
HITE Hedge Asset Management LLC 0001568939May 15, 2026 126$1.8B
Grandfield & Dodd, LLC 0001308016May 7, 2026 209$1.8B
Knights of Columbus Asset Advisors LLC 0001688666May 11, 2026 397$1.8B
Contrarius Group Holdings Ltd 0002054801May 11, 2026 39$1.8B
Simplicity Wealth,LLC 0001913243Apr 30, 2026 748$1.8B
Saratoga Research & Investment Management 0001477872May 8, 2026 46$1.8B
Sun Life Financial Inc. 0001097362May 14, 2026 45$1.8B
NEA Management Company, LLC 0001512848May 15, 2026 26$1.8B
Evensky & Katz LLC 0001357867Apr 22, 2026 72$1.8B
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0001965756Apr 9, 2026 403$1.8B
Campbell & CO Investment Adviser LLC 0001353570May 15, 2026 1,013$1.8B
Symmetry Partners, LLC 0001697493Apr 27, 2026 209$1.8B
Principle Wealth Partners LLC 0001743413May 7, 2026 380$1.7B
Foster Victor Wealth Advisors, LLC 0001769063Apr 20, 2026 242$1.7B
Voss Capital, LP 0001730145May 15, 2026 39$1.7B
CAS Investment Partners, LLC 0001697591May 15, 2026 5$1.7B
Dnca Finance 0001752759May 14, 2026 105$1.7B
GUARDCAP ASSET MANAGEMENT Ltd 0001732008Apr 28, 2026 27$1.7B
Meeder Asset Management Inc. 0000809443May 7, 2026 890$1.7B
Siemens Fonds Invest GmbH 0001856637May 15, 2026 548$1.7B
Nwam LLC 0001655006May 4, 2026 621$1.7B
Roffman Miller Associates Inc. 0000869367Apr 14, 2026 85$1.7B
Punch & Associates Investment Management, Inc. 0001238990May 15, 2026 163$1.7B
Regal Investment Advisors LLC 0001559789May 14, 2026 653$1.7B
McKinley Carter Wealth Services, Inc. 0001484265Apr 20, 2026 300$1.7B
Ocean Park Asset Management, LLC 0001538052Apr 16, 2026 56$1.7B
Aaron Wealth Advisors LLC 0001812198Apr 21, 2026 690$1.7B
Commodore Capital LP 0001831942May 15, 2026 36$1.7B
Guyasuta Investment Advisors Inc. 0000928568Apr 17, 2026 268$1.7B
Maven Securities LTD 0001633046May 15, 2026 164$1.7B
Rebalance, LLC 0001811052May 11, 2026 101$1.7B
Strategic Blueprint, LLC 0001767821Apr 29, 2026 635$1.7B
Barr E S & Co. 0001040210May 13, 2026 108$1.7B
Main Street Research LLC 0001513211Apr 30, 2026 148$1.7B
Willis Johnson & Associates, Inc. 0001853239Apr 23, 2026 190$1.7B