13F History

ManagerCIKFiledPositions13F Reported Value
Jaffetilchin Investment Partners, LLC 0001404652Nov 4, 2024 1,354$1.3B
BBR Partners, LLC 0001352467Nov 13, 2024 242$1.3B
Maple Capital Management, Inc. 0001313893Oct 21, 2024 111$1.3B
Windward Capital Management Co. 0001078635Nov 1, 2024 84$1.3B
Mesirow Institutional Investment Management, Inc. 0001947591Nov 13, 2024 125$1.3B
Clearlake Capital Group, L.P. 0001688282Nov 14, 2024 6$1.3B
Broadwood Capital Inc. 0001278387Nov 14, 2024 7$1.3B
Eversept Partners, LP 0001697013Nov 14, 2024 65$1.3B
Cannae Holdings, Inc. 0001704720Nov 12, 2024 5$1.3B
Needham Investment Management LLC 0001167212Nov 14, 2024 146$1.3B
Fragasso Financial Advisors Inc 0001613331Oct 7, 2024 264$1.3B
Prelude Capital Management, LLC 0001387508Nov 14, 2024 1,135$1.3B
Hillsdale Investment Management Inc. 0001368465Nov 12, 2024 586$1.3B
Payden & Rygel 0000919219Nov 8, 2024 122$1.3B
No Street GP LP 0001765774Nov 14, 2024 36$1.3B
Ycg, LLC 0001584801Nov 4, 2024 37$1.3B
Lynrock Lake LP 0001734341Nov 14, 2024 27$1.3B
Rush Island Management, LP 0001736465Nov 14, 2024 18$1.3B
Point72 (DIFC) Ltd 0002017863Nov 14, 2024 867$1.3B
Kynam Capital Management, LP 0001907884Nov 14, 2024 24$1.3B
Hilton Capital Management, LLC 0001541211Nov 8, 2024 176$1.3B
Phillips Financial Management, LLC 0001350660Nov 7, 2024 276$1.3B
Shenkman Capital Management Inc. 0001275228Nov 12, 2024 110$1.3B
Tributary Capital Management, LLC 0001441888Oct 24, 2024 211$1.3B
M.D. Sass, LLC 0000922940Nov 13, 2024 34$1.3B
Parsifal Capital Management, LP 0001776090Nov 14, 2024 14$1.3B
Blue Whale Capital LLP 0001801547Nov 13, 2024 20$1.3B
Sepio Capital, LP 0001751412Nov 14, 2024 295$1.3B
Avity Investment Management Inc. 0000926834Oct 10, 2024 110$1.3B
GTCR LLC 0001576350Nov 13, 2024 4$1.3B
CORDA Investment Management, LLC. 0001545812Oct 30, 2024 70$1.3B
Prosperity Consulting Group, LLC 0001910398Oct 15, 2024 458$1.3B
Himension Capital (singapore) Pte. LTD. 0001817652Nov 13, 2024 36$1.3B
Beaumont Financial Advisors, LLC 0001957394Oct 9, 2024 349$1.3B
Lansdowne Partners (uk) LLP 0001608485May 15, 2025 25$1.3B
Mill Capital Management, LLC 0001901166Oct 29, 2024 124$1.3B
Executive Wealth Management, LLC 0001542611Nov 15, 2024 261$1.3B
Advocacy Wealth Management, LLC 0001569452Oct 31, 2024 50$1.3B
DigitalBridge Group, Inc. 0001679688Nov 12, 2024 58$1.3B
Vestor Capital, LLC 0001132699Oct 29, 2024 245$1.3B
Two Sigma Securities, LLC 0001450144Nov 14, 2024 1,520$1.3B
First Long Island Investors, LLC 0001490429Nov 6, 2024 69$1.3B
Triodos Investment Management BV 0001748729Nov 12, 2024 49$1.3B
Vestal Point Capital, LP 0001974915Nov 14, 2024 67$1.3B
Nationwide Fund Advisors 0001097218Oct 23, 2024 7$1.3B
LBMC Investment Advisors, LLC 0001536924Oct 8, 2024 195$1.3B
Kontiki Capital Management (HK) Ltd. 0001713390Nov 12, 2024 9$1.3B
Hemenway Trust Co LLC 0001494234Nov 5, 2024 135$1.3B
Alaska Permanent Capital Management, LLC 0001426771Nov 4, 2024 41$1.3B
Invictus Private Wealth, LLC 0001939208Oct 30, 2024 84$1.3B
ProVise Management Group, LLC 0001305707Nov 12, 2024 296$1.3B
Wesleyan Assurance Society 0001773368Nov 13, 2024 104$1.3B
Taiyo Life Insurance Co. 0001254890Nov 5, 2024 13$1.3B
W1M Asset Management Ltd 0001767559Nov 14, 2024 83$1.3B
AlphaStar Capital Management, LLC 0001633857Nov 12, 2024 368$1.3B
General Electric Co 0000040545Nov 7, 2024 2$1.3B
Nicola Wealth Management LTD. 0001734493Nov 6, 2024 104$1.3B
Cartenna Capital, LP 0001808928Nov 14, 2024 34$1.3B
Siemens Fonds Invest GmbH 0001856637Nov 14, 2024 441$1.3B
NewSquare Capital LLC 0001546989Nov 4, 2024 345$1.3B
FAS Wealth Partners, Inc. 0001596957Oct 17, 2024 438$1.3B
Ashe Capital Management, LP 0001632715Nov 14, 2024 7$1.3B
Freedom Investment Management, Inc. 0001566653Nov 13, 2024 758$1.3B
Verdence Capital Advisors LLC 0001719305Nov 1, 2024 638$1.3B
Private Wealth Partners, LLC 0001335851Oct 29, 2024 170$1.3B
GAM Holding AG 0001438848Oct 22, 2024 152$1.3B
Trust Asset Management LLC 0001608376Nov 13, 2024 231$1.3B
Kimelman & Baird, LLC 0001318103Nov 15, 2024 364$1.3B
Schaper Benz & Wise Investment Counsel Inc. 0001033974Oct 18, 2024 150$1.3B
Goldentree Asset Management LP 0001278951Nov 14, 2024 32$1.3B
Foster Victor Wealth Advisors, LLC 0001769063Oct 15, 2024 190$1.2B
Easterly Investment Partners LLC 0001766150Nov 1, 2024 201$1.2B
Bristlecone Advisors, LLC 0001671716Oct 24, 2024 364$1.2B
Cerity Partners OCIO LLC 0001519611Nov 12, 2024 24$1.2B
Shellback Capital, LP 0001591744Nov 14, 2024 99$1.2B
Sourcerock Group LLC 0001822531Nov 14, 2024 34$1.2B
Value Partners Investments Inc. 0001800916Feb 21, 2025 89$1.2B
Wealthspire Retirement, LLC 0002040084Feb 13, 2025 284$1.2B
Next Century Growth Investors LLC 0001134007Nov 14, 2024 127$1.2B
III Capital Management 0001783139Nov 14, 2024 74$1.2B
Sfmg, LLC 0001512026Nov 25, 2024 274$1.2B
DT Investment Partners, LLC 0001537621Oct 23, 2024 627$1.2B
Fairmount Funds Management LLC 0001802528Nov 14, 2024 15$1.2B
Plato Investment Management Ltd 0001984475Nov 6, 2024 547$1.2B
Rhenman & Partners Asset Management AB 0001599882Nov 13, 2024 95$1.2B
Lutz Financial Services LLC 0001737112Oct 30, 2024 87$1.2B
International Assets Investment Management, LLC 0001818604Oct 22, 2024 1,819$1.2B
Bronte Capital Management Pty Ltd. 0001471085Nov 5, 2024 25$1.2B
Darwin Global Management, Ltd. 0001839209Nov 14, 2024 5$1.2B
Lakewood Capital Management, LP 0001424381Nov 14, 2024 44$1.2B
Traynor Capital Management, Inc. 0001666786Oct 25, 2024 249$1.2B
Villere St Denis J & Co. LLC 0001113629Nov 1, 2024 86$1.2B
Stonebridge Capital Advisors LLC 0001600035Nov 14, 2024 223$1.2B
Shufro Rose & Co. LLC 0000908195Nov 12, 2024 309$1.2B
Sound View Wealth Advisors Group, LLC 0001784777Nov 12, 2024 407$1.2B
Sage Financial Group Inc. 0000882119Oct 29, 2024 104$1.2B
Stone Point Capital LLC 0001332638Nov 14, 2024 5$1.2B
Baskin Financial Services Inc. 0001511098Oct 16, 2024 50$1.2B
TOMS Capital Investment Management LP 0001743937Nov 14, 2024 19$1.2B
Clear Harbor Asset Management, LLC 0001511857Oct 24, 2024 357$1.2B