13F History

ManagerCIKFiledPositions13F Reported Value
Symmetry Partners, LLC 0001697493Jul 23, 2026 295$2.0B
Prescott General Partners LLC 0001538653Aug 14, 2026 10$2.0B
Meeder Asset Management Inc. 0000809443Aug 7, 2026 930$2.0B
Berger Financial Group, Inc 0001826136Aug 4, 2026 475$2.0B
Sun Life Financial Inc. 0001097362Aug 12, 2026 44$2.0B
Granite Investment Partners, LLC 0001542266Aug 7, 2026 277$2.0B
Founders Financial Securities LLC 0001342396Jul 31, 2026 555$2.0B
Cormorant Asset Management, LP 0001583977Aug 14, 2026 50$2.0B
Adell Harriman & Carpenter Inc. 0001134152Aug 4, 2026 158$2.0B
BOK Financial Private Wealth, Inc. 0001317348Aug 10, 2026 792$1.9B
Mufg Securities Americas Inc. 0000867626Aug 14, 2026 506$1.9B
Trinity Street Asset Management LLP 0001592579Jul 10, 2026 23$1.9B
Tao Capital Management LP 0001802967Aug 14, 2026 6$1.9B
Progeny 3, Inc. 0001536006Aug 14, 2026 29$1.9B
Community Trust & Investment Co. 0001047142Jul 8, 2026 144$1.9B
McKinley Carter Wealth Services, Inc. 0001484265Jul 28, 2026 317$1.9B
Evensky & Katz LLC 0001357867Jul 22, 2026 72$1.9B
Guyasuta Investment Advisors Inc. 0000928568Jul 20, 2026 276$1.9B
Lakewood Capital Management, LP 0001424381Aug 14, 2026 62$1.9B
Segment Wealth Management, LLC 0001575581Jul 16, 2026 311$1.9B
Regal Investment Advisors LLC 0001559789Aug 14, 2026 647$1.9B
Sourcerock Group LLC 0001822531Aug 14, 2026 36$1.9B
Distillate Capital Partners LLC 0001741001Aug 14, 2026 118$1.9B
MHR Fund Management LLC 0001277742Aug 14, 2026 11$1.9B
GMT Capital Corp 0001106191Aug 14, 2026 68$1.9B
FAS Wealth Partners, Inc. 0001596957Jul 29, 2026 516$1.9B
Hill Path Capital LP 0001676292Aug 14, 2026 7$1.9B
Southeastern Asset Management Inc. 0000807985Aug 14, 2026 47$1.9B
First Interstate Bank 0001125727Jul 24, 2026 196$1.9B
Broadwood Capital Inc. 0001278387Aug 14, 2026 6$1.9B
Kintra Wealth, LLC 0001904432Aug 14, 2026 514$1.9B
Roffman Miller Associates Inc. 0000869367Jul 13, 2026 87$1.9B
Legacy Wealth Management, LLC 0001488921Jul 9, 2026 30$1.9B
Signal Advisors Wealth, LLC 0002010926Aug 4, 2026 626$1.9B
Rebalance, LLC 0001811052Jul 16, 2026 103$1.9B
Campbell & CO Investment Adviser LLC 0001353570Aug 3, 2026 1,005$1.9B
Grandfield & Dodd, LLC 0001308016Aug 7, 2026 217$1.9B
Verdence Capital Advisors LLC 0001719305Jul 29, 2026 653$1.9B
PDT Partners, LLC 0001564702Aug 14, 2026 489$1.9B
Foster Victor Wealth Advisors, LLC 0001769063Jul 22, 2026 252$1.9B
JANA Partners Management, LP 0001998597Aug 14, 2026 10$1.9B
Praxis Investment Management Inc. 0001056825Aug 4, 2026 853$1.9B
Greenhouse Funds LLLP 0001626220Aug 14, 2026 29$1.9B
Triglav Investments, D.O.O. 0002056690Aug 11, 2026 184$1.9B
Fairview Capital Investment Management, LLC 0001056549Aug 14, 2026 205$1.9B
Moody LYNN Lieberson & Walker, LLC 0000938592Jul 20, 2026 264$1.9B
Turtle Creek Wealth Advisors, LLC 0002007171Jul 27, 2026 514$1.9B
TOMS Capital Investment Management LP 0001743937Aug 14, 2026 16$1.9B
Patten & Patten Inc. 0001044905Aug 5, 2026 350$1.9B
Next Century Growth Investors LLC 0001134007Aug 14, 2026 113$1.9B
CAS Investment Partners, LLC 0001697591Aug 14, 2026 6$1.9B
Occudo Quantitative Strategies LP 0001819697Aug 13, 2026 748$1.9B
Kathmere Capital Management, LLC 0001794543Jul 29, 2026 671$1.9B
Koshinski Asset Management, Inc. 0001633389Jul 27, 2026 767$1.9B
Atwood & Palmer Inc. 0001044929Jul 8, 2026 495$1.9B
Sofinnova Investments, Inc. 0001631134Aug 14, 2026 53$1.9B
Fragasso Financial Advisors Inc 0001613331Jul 9, 2026 360$1.9B
Robinhood Asset Management, LLC 0002067588Aug 11, 2026 83$1.9B
Texas Capital Bank Wealth Management Services Inc 0001802655Aug 7, 2026 349$1.9B
Keystone Investors Pte Ltd. 0001926253Aug 14, 2026 84$1.9B
LMCG Investments, LLC 0001470944Jul 22, 2026 225$1.9B
Bar Harbor Wealth Management 0001035463Jul 15, 2026 268$1.9B
Invictus Private Wealth, LLC 0001939208Jul 27, 2026 86$1.9B
SRB Corp. 0001496228Aug 14, 2026 23$1.9B
Johnson Financial Group, LLC 0001706327Aug 6, 2026 279$1.9B
Ninety One SA (Pty) Ltd 0001491998Jul 16, 2026 110$1.8B
Spyglass Capital Management LLC 0001654344Aug 14, 2026 25$1.8B
Verus Capital Partners, LLC 0001796874Aug 6, 2026 502$1.8B
LBMC Investment Advisors, LLC 0001536924Aug 10, 2026 245$1.8B
RK Capital Management, LLC 0001905218Aug 14, 2026 21$1.8B
FJ Investments, LLC 0001903573Aug 6, 2026 6$1.8B
Element Capital Management LLC 0001535630Aug 14, 2026 53$1.8B
North Star Investment Management Corp. 0001342857Jul 28, 2026 1,733$1.8B
Vanguard National Trust Co 0001984256Aug 13, 2026 787$1.8B
Eversept Partners, LP 0001697013Aug 14, 2026 115$1.8B
Bridgewater Advisors Inc. 0001600319Aug 5, 2026 478$1.8B
Kensington Asset Management, LLC 0001979884Aug 12, 2026 39$1.8B
Woodmont Investment Counsel LLC 0001133653Jul 27, 2026 286$1.8B
B. Riley Wealth Advisors, Inc. 0001464811Jul 14, 2026 831$1.8B
Summit Global Investments 0001697953Aug 3, 2026 523$1.8B
Roundview Capital LLC 0001476804Jul 30, 2026 349$1.8B
Saratoga Research & Investment Management 0001477872Jul 23, 2026 46$1.8B
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0002011081Aug 7, 2026 43$1.8B
HITE Hedge Asset Management LLC 0001568939Aug 14, 2026 124$1.8B
Wealthspire Retirement, LLC 0002040084Aug 12, 2026 321$1.8B
Stratos Wealth Advisors, LLC 0001707202Aug 11, 2026 638$1.8B
Thomasville National Bank 0001561790Jul 20, 2026 241$1.8B
Regal Partners Ltd 0001577774Aug 14, 2026 122$1.8B
Aquamarine Financial (Cayman) Ltd 0002104187Aug 12, 2026 17$1.8B
Kynam Capital Management, LP 0001907884Aug 14, 2026 32$1.8B
Sage Financial Group Inc. 0000882119Jul 21, 2026 110$1.8B
Greenspring Advisors, LLC 0001922200Aug 11, 2026 355$1.8B
Parcion Private Wealth LLC 0001801263Jul 27, 2026 529$1.8B
Osborne Partners Capital Management, LLC 0001005607Aug 4, 2026 203$1.8B
Trans-Canada Capital Inc. 0001896476Aug 13, 2026 21$1.8B
Private Advisory Group LLC 0001632965Aug 6, 2026 287$1.8B
1900 Wealth Management LLC 0001791996Aug 4, 2026 312$1.8B
Willis Johnson & Associates, Inc. 0001853239Aug 13, 2026 102$1.8B
Standard Investments LLC 0001539436Aug 14, 2026 11$1.8B
Charles Schwab Trust Co 0001789219Jul 10, 2026 171$1.8B