13F History

ManagerCIKFiledPositions13F Reported Value
Legacy Wealth Management, LLC 0001488921Oct 10, 2025 29$1.7B
Bristol Gate Capital Partners Inc. 0001650142Nov 12, 2025 31$1.7B
Sepio Capital, LP 0001751412Nov 13, 2025 312$1.7B
Clarius Group, LLC 0001664214Oct 14, 2025 398$1.7B
Country Club Bank 0000824325Oct 8, 2025 325$1.7B
Procyon Advisors, LLC 0001804329Oct 28, 2025 500$1.7B
Cadian Capital Management, LP 0001423686Nov 14, 2025 26$1.7B
CSS LLC 0001103646Nov 13, 2025 691$1.7B
Trek Financial, LLC 0001768195Oct 31, 2025 434$1.7B
Scheer, Rowlett & Associates Investment Management Ltd. 0001426327Nov 13, 2025 32$1.7B
TCI Wealth Advisors, Inc. 0001583751Oct 14, 2025 262$1.7B
Madison Avenue Partners, LP 0001801265Nov 14, 2025 20$1.7B
Essex Financial Services, Inc. 0001315785Nov 7, 2025 748$1.7B
Legacy Private Trust Co. 0001352547Oct 8, 2025 256$1.7B
Wesleyan Assurance Society 0001773368Nov 13, 2025 106$1.7B
Jaffetilchin Investment Partners, LLC 0001404652Nov 13, 2025 436$1.7B
Berger Financial Group, Inc 0001826136Oct 14, 2025 439$1.7B
Segment Wealth Management, LLC 0001575581Oct 20, 2025 283$1.7B
Praxis Investment Management Inc. 0001056825Oct 1, 2025 800$1.7B
Kensington Asset Management, LLC 0001979884Nov 12, 2025 37$1.7B
Alaska Permanent Fund Corp 0001582681Nov 10, 2025 7$1.7B
Bar Harbor Wealth Management 0001035463Oct 15, 2025 257$1.7B
Steelhead Partners LLC 0001133521Nov 14, 2025 30$1.7B
Two Seas Capital LP 0001823138Nov 14, 2025 32$1.7B
Rebalance, LLC 0001811052Oct 16, 2025 102$1.7B
Albion Financial Group 0001054677Oct 20, 2025 651$1.7B
Aaron Wealth Advisors LLC 0001812198Oct 3, 2025 628$1.7B
Broadwood Capital Inc. 0001278387Nov 14, 2025 7$1.7B
Kingswood Wealth Advisors, LLC 0001987855Oct 23, 2025 790$1.7B
Cadence Bank 0001299939Nov 13, 2025 337$1.6B
Cambria Investment Management, L.P. 0001529389Dec 1, 2025 530$1.6B
Adell Harriman & Carpenter Inc. 0001134152Nov 4, 2025 170$1.6B
J.Safra Asset Management Corp 0001535293Oct 29, 2025 469$1.6B
Trans-Canada Capital Inc. 0001896476Nov 10, 2025 11$1.6B
Jacobi Capital Management LLC 0001689646Nov 7, 2025 592$1.6B
Alpine Associates Management Inc. 0001396835Nov 6, 2025 66$1.6B
Oak Associates Ltd. 0000836372Nov 12, 2025 130$1.6B
Bank of Finland 0001844891Oct 10, 2025 4$1.6B
S&co Inc. 0001082461Nov 6, 2025 222$1.6B
MCF Advisors LLC 0001602905Nov 5, 2025 966$1.6B
BlueCrest Capital Management Ltd 0001610880Nov 14, 2025 121$1.6B
Angeles Wealth Management, LLC 0001929170Nov 12, 2025 407$1.6B
Himension Capital (singapore) Pte. LTD. 0001817652Nov 13, 2025 92$1.6B
Sofinnova Investments, Inc. 0001631134Nov 14, 2025 55$1.6B
Keel Point, LLC 0001386935Dec 16, 2025 526$1.6B
Root Financial Partners, LLC 0001977181Oct 29, 2025 2,297$1.6B
Money Concepts Capital Corp. 0000716851Nov 4, 2025 468$1.6B
Thoroughbred Financial Services, LLC 0001091370Nov 10, 2025 564$1.6B
Insight Holdings Group, LLC 0001305473Nov 14, 2025 27$1.6B
TIG Advisors, LLC 0001358253Nov 14, 2025 60$1.6B
Nantahala Capital Management, LLC 0001472322Nov 14, 2025 131$1.6B
FUKOKU MUTUAL LIFE INSURANCE Co 0001033324Nov 12, 2025 261$1.6B
GAM Holding AG 0001438848Oct 21, 2025 284$1.6B
Investure, LLC 0001476993Nov 7, 2025 16$1.6B
Smartleaf Asset Management LLC 0002010393Nov 5, 2025 3,003$1.6B
Radcliffe Capital Management, L.P. 0001218275Nov 14, 2025 237$1.6B
Willis Johnson & Associates, Inc. 0001853239Nov 6, 2025 185$1.6B
Westpac Banking Corp. 0000719245Nov 14, 2025 451$1.6B
McDonald Capital Investors Inc. 0001033225Nov 10, 2025 21$1.6B
Foster Victor Wealth Advisors, LLC 0001769063Oct 10, 2025 219$1.6B
Janney Capital Management LLC 0001569855Oct 27, 2025 244$1.6B
Nations Financial Group Inc, /Ia/ 0001109767Oct 28, 2025 711$1.6B
Parcion Private Wealth LLC 0001801263Oct 14, 2025 355$1.6B
Fragasso Financial Advisors Inc 0001613331Oct 6, 2025 285$1.6B
Opti Capital Management, LP 0001738654Nov 14, 2025 44$1.6B
General American Investors Co. Inc. 0000040417Oct 31, 2025 67$1.6B
Invictus Private Wealth, LLC 0001939208Nov 10, 2025 81$1.6B
Arete Wealth Advisors, LLC 0001600151Nov 12, 2025 764$1.6B
WCG Wealth Advisors LLC 0001855713Nov 13, 2025 331$1.6B
Plante Moran Financial Advisors, LLC 0001424717Nov 5, 2025 786$1.6B
First American Bank 0001291422Oct 20, 2025 177$1.6B
Wilkinson Global Asset Management LLC 0001764000Nov 4, 2025 66$1.6B
BOK Financial Private Wealth, Inc. 0001317348Nov 7, 2025 380$1.6B
Thomasville National Bank 0001561790Oct 10, 2025 251$1.6B
PDT Partners, LLC 0001564702Nov 17, 2025 571$1.6B
First National Bank of Omaha 0000036644Nov 7, 2025 316$1.6B
L1 Capital Pty Ltd 0001817646Nov 14, 2025 19$1.6B
Nichols & Pratt Advisers LLP 0001141781Nov 4, 2025 106$1.6B
Roundview Capital LLC 0001476804Nov 12, 2025 336$1.6B
Howard Capital Management Group, LLC 0001860501Oct 16, 2025 142$1.6B
Check Capital Management Inc. 0001032814Nov 6, 2025 50$1.6B
Shellback Capital, LP 0001591744Nov 14, 2025 104$1.6B
Landscape Capital Management, L.L.C. 0001536186Nov 13, 2025 606$1.6B
IDG China Capital Fund III Associates L.P. 0001649614Nov 5, 2025 3$1.6B
DDD Partners, LLC 0001729673Nov 6, 2025 129$1.6B
Boston Family Office LLC 0001039807Nov 12, 2025 296$1.6B
LBMC Investment Advisors, LLC 0001536924Oct 7, 2025 236$1.6B
Wealthspire Retirement, LLC 0002040084Feb 6, 2026 299$1.6B
Theleme Partners LLP 0001511881Nov 13, 2025 10$1.6B
Main Street Financial Solutions, LLC 0001763350Nov 14, 2025 590$1.6B
Vestor Capital, LLC 0001132699Nov 13, 2025 288$1.6B
Frank, Rimerman Advisors LLC 0001977560Nov 4, 2025 593$1.6B
Cramer Rosenthal McGlynn LLC 0000820743Nov 12, 2025 92$1.6B
North Star Investment Management Corp. 0001342857Oct 22, 2025 1,321$1.6B
True Link Financial Advisors, LLC 0001846236Nov 6, 2025 92$1.6B
Novo Holdings A/S 0001388325Nov 14, 2025 27$1.6B
First Trust Capital Management L.P. 0001604488Nov 17, 2025 121$1.6B
Mufg Securities Americas Inc. 0000867626Nov 10, 2025 505$1.5B
Berkley W R Corp. 0000011544Nov 14, 2025 229$1.5B
Ardmore Road Asset Management LP 0001835730Nov 13, 2025 71$1.5B