13F History

ManagerCIKFiledPositions13F Reported Value
Legacy Wealth Management, LLC 0001488921Apr 23, 2026 30$1.7B
Verdence Capital Advisors LLC 0001719305Apr 30, 2026 638$1.7B
Inspire Investing, LLC 0001670139Apr 23, 2026 1,108$1.7B
Readystate Asset Management LP 0001900923May 15, 2026 404$1.7B
Gobi Capital LLC 0001698060May 15, 2026 10$1.7B
Bar Harbor Wealth Management 0001035463Apr 17, 2026 266$1.7B
Financiere des Professionnels - Fonds d'investissement inc. 0001996846May 6, 2026 343$1.7B
Affinity Asset Advisors, LLC 0001773195May 14, 2026 95$1.7B
Segment Wealth Management, LLC 0001575581Apr 20, 2026 308$1.7B
Shaolin Capital Management LLC 0001766806May 15, 2026 483$1.7B
Standard Investments LLC 0001539436May 15, 2026 11$1.7B
Rock Springs Capital Management LP 0001595725May 15, 2026 100$1.7B
Alpine Associates Management Inc. 0001396835Apr 21, 2026 70$1.7B
Summit Global Investments 0001697953May 7, 2026 483$1.7B
Wesleyan Assurance Society 0001773368Apr 29, 2026 106$1.7B
PDT Partners, LLC 0001564702May 15, 2026 527$1.7B
Goldentree Asset Management LP 0001278951May 14, 2026 29$1.7B
Texas Capital Bank Wealth Management Services Inc 0001802655May 11, 2026 346$1.7B
Bridgewater Advisors Inc. 0001600319May 14, 2026 456$1.7B
Ribbit Management Company, LLC 0001836733May 15, 2026 14$1.7B
Jaffetilchin Investment Partners, LLC 0001404652May 13, 2026 461$1.7B
LMCG Investments, LLC 0001470944Apr 29, 2026 220$1.7B
Traynor Capital Management, Inc. 0001666786May 15, 2026 307$1.7B
L1 Capital International Pty Ltd 0002009023May 15, 2026 23$1.7B
Thoroughbred Financial Services, LLC 0001091370May 12, 2026 574$1.7B
HHLR Advisors, LTD. 0001762304May 15, 2026 38$1.7B
Garde Capital, Inc. 0001616328Apr 29, 2026 198$1.7B
JANA Partners Management, LP 0001998597May 15, 2026 11$1.7B
Wealthspire Retirement, LLC 0002040084May 13, 2026 310$1.7B
Cerity Partners OCIO LLC 0001519611May 15, 2026 25$1.7B
GDS Wealth Management 0001940869Apr 27, 2026 200$1.7B
Global Alpha Capital Management Ltd. 0001584691May 11, 2026 54$1.7B
Recurrent Investment Advisors LLC 0001803146May 15, 2026 67$1.7B
ADAR1 Capital Management, LLC 0001940272May 18, 2026 294$1.7B
Fragasso Financial Advisors Inc 0001613331Apr 7, 2026 321$1.7B
Fiduciary Alliance LLC 0001954805Apr 20, 2026 547$1.7B
Patten & Patten Inc. 0001044905May 1, 2026 338$1.7B
BOK Financial Private Wealth, Inc. 0001317348May 12, 2026 448$1.7B
Compass Capital Management, Inc. 0001002152May 21, 2026 87$1.7B
Bpifrance SA 0001731118Apr 28, 2026 2$1.7B
Leonteq Securities AG 0001535950Apr 27, 2026 1,194$1.7B
Anomaly Capital Management, LP 0001817534May 15, 2026 21$1.7B
North Star Investment Management Corp. 0001342857Apr 23, 2026 1,700$1.7B
Cacti Asset Management LLC 0001452208Apr 15, 2026 78$1.6B
Empire Life Investments Inc. 0001640951May 11, 2026 110$1.6B
Tiaa Trust, National Association 0001997405May 12, 2026 390$1.6B
Creative Financial Designs Inc. 0000819864Apr 13, 2026 2,162$1.6B
West Virginia University Foundation, Inc 0002109379Aug 13, 2026 6$1.6B
Greenspring Advisors, LLC 0001922200May 5, 2026 318$1.6B
Praxis Investment Management Inc. 0001056825Apr 28, 2026 789$1.6B
LBMC Investment Advisors, LLC 0001536924May 14, 2026 230$1.6B
Adell Harriman & Carpenter Inc. 0001134152May 4, 2026 163$1.6B
UNC Management Company, Inc. 0001911286May 15, 2026 5$1.6B
Milestone Resources Group Ltd 0001708139May 7, 2026 9$1.6B
Nwi Management LP 0001103887Jun 1, 2026 49$1.6B
Cardinal Point Capital Management ULC 0001950841Apr 20, 2026 286$1.6B
Ae Industrial Partners, LP 0001880785May 14, 2026 4$1.6B
Franklin Street Advisors Inc. 0001010873Apr 10, 2026 172$1.6B
Stratos Wealth Advisors, LLC 0001707202Apr 28, 2026 609$1.6B
SRB Corp. 0001496228May 14, 2026 23$1.6B
Sather Financial Group Inc 0001568540Apr 29, 2026 109$1.6B
Granite Investment Partners, LLC 0001542266Apr 30, 2026 263$1.6B
Covalis Capital LLP 0001698819May 15, 2026 122$1.6B
Woodmont Investment Counsel LLC 0001133653May 5, 2026 263$1.6B
Check Capital Management Inc. 0001032814May 4, 2026 49$1.6B
HSG Holding Ltd 0001470766May 15, 2026 20$1.6B
True Link Financial Advisors, LLC 0001846236Apr 29, 2026 418$1.6B
Legacy Private Trust Co. 0001352547Apr 7, 2026 257$1.6B
Browning West LP 0001825564May 15, 2026 5$1.6B
Invictus Private Wealth, LLC 0001939208May 13, 2026 84$1.6B
Morningstar Investment Management LLC 0001673385May 14, 2026 315$1.6B
Parcion Private Wealth LLC 0001801263Apr 22, 2026 434$1.6B
Kathmere Capital Management, LLC 0001794543Apr 28, 2026 617$1.6B
S&co Inc. 0001082461May 7, 2026 218$1.6B
Aristotle Capital Boston, LLC 0001633911May 15, 2026 122$1.6B
Gsa Capital Partners LLP 0001362033May 8, 2026 1,664$1.6B
Roundview Capital LLC 0001476804May 8, 2026 340$1.6B
FAS Wealth Partners, Inc. 0001596957Jun 10, 2026 508$1.6B
Koshinski Asset Management, Inc. 0001633389Apr 27, 2026 727$1.6B
Nantahala Capital Management, LLC 0001472322May 15, 2026 130$1.6B
Shapiro Capital Management LLC 0001177244May 15, 2026 50$1.6B
Mogy Joel R Investment Counsel Inc. 0001126735Apr 15, 2026 114$1.6B
Intesa Sanpaolo S.p.A. 0001374384May 15, 2026 218$1.6B
First American Bank 0001291422Apr 20, 2026 188$1.6B
Lee Danner & Bass Inc. 0000939219Apr 28, 2026 246$1.6B
Vanguard National Trust Co 0001984256May 8, 2026 751$1.6B
Sunbelt Securities, Inc. 0001632932May 18, 2026 2,954$1.6B
Forest Avenue Capital Management LP 0001944889May 14, 2026 25$1.6B
Landscape Capital Management, L.L.C. 0001536186May 12, 2026 703$1.6B
DigitalBridge Group, Inc. 0001679688May 15, 2026 59$1.6B
Highbridge Capital Management LLC 0000919185May 15, 2026 361$1.6B
Kynam Capital Management, LP 0001907884May 15, 2026 36$1.6B
Guardian Wealth Advisors, LLC / NC 0001901403May 15, 2026 602$1.6B
Foster Dykema Cabot & Partners, LLC 0002011882May 14, 2026 323$1.6B
Alaska Permanent Fund Corp 0001582681May 19, 2026 7$1.6B
Stephens Group Asset Management, LLC 0001726808Apr 8, 2026 26$1.6B
Ami Asset Management Corp. 0001369702Apr 23, 2026 96$1.6B
Patriot Investment Management Group, Inc. 0001773830Apr 14, 2026 236$1.6B
Fernbridge Capital Management LP 0001827734May 15, 2026 17$1.6B
Beese Fulmer Investment Management, Inc. 0000911274Apr 16, 2026 435$1.6B