13F History

ManagerCIKFiledPositions13F Reported Value
Callan Capital, LLC 0001542166Feb 3, 2025 342$1.4B
Nations Financial Group Inc, /Ia/ 0001109767Jan 30, 2025 667$1.4B
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 0001569606Feb 4, 2025 21$1.4B
Commodore Capital LP 0001831942Feb 14, 2025 31$1.4B
Sofinnova Investments, Inc. 0001631134Feb 14, 2025 60$1.4B
Philadelphia Trust Co. 0001110806Feb 13, 2025 244$1.4B
Plato Investment Management Ltd 0001984475Feb 6, 2025 585$1.4B
Prescott General Partners LLC 0001538653Feb 14, 2025 9$1.4B
Maple Capital Management, Inc. 0001313893Feb 5, 2025 115$1.4B
Smith Group Asset Management, LLC 0001893134Jan 23, 2025 187$1.4B
Cartenna Capital, LP 0001808928Feb 14, 2025 28$1.4B
Jordan Park Group LLC 0001707975Feb 3, 2025 71$1.4B
Appleton Partners Inc. 0001055290Jan 28, 2025 253$1.4B
Woodmont Investment Counsel LLC 0001133653Feb 11, 2025 259$1.4B
Gsa Capital Partners LLP 0001362033Feb 7, 2025 1,558$1.4B
Voleon Capital Management LP 0001479847Feb 14, 2025 325$1.3B
Blue Whale Capital LLP 0001801547Feb 13, 2025 19$1.3B
Trustmark Bank Trust Department 0000861176Feb 13, 2025 289$1.3B
Voss Capital, LP 0001730145Feb 13, 2025 45$1.3B
Bell Bank 0001002672Feb 3, 2025 190$1.3B
Money Concepts Capital Corp. 0000716851Jan 27, 2025 403$1.3B
Lombard Odier Asset Management (Switzerland) SA 0001535660Feb 14, 2025 253$1.3B
GAM Holding AG 0001438848Jan 31, 2025 169$1.3B
Ssi Investment Management LLC 0000938487Feb 10, 2025 270$1.3B
Hamilton Capital Partners Inc. 0002141005Aug 14, 2026 178$1.3B
Jacobi Capital Management LLC 0001689646Feb 5, 2025 566$1.3B
Trek Financial, LLC 0001768195Feb 13, 2025 405$1.3B
Checchi Capital Advisers, LLC 0001598186Feb 5, 2025 559$1.3B
Rebalance, LLC 0001811052Feb 7, 2025 98$1.3B
Valley Wealth Managers, Inc. 0000924166Jan 31, 2025 405$1.3B
Patriot Investment Management Group, Inc. 0001773830Jan 21, 2025 234$1.3B
Next Century Growth Investors LLC 0001134007Feb 13, 2025 130$1.3B
Quantitative Investment Management, LLC 0001445911Feb 14, 2025 312$1.3B
Beaumont Financial Advisors, LLC 0001957394Jan 17, 2025 369$1.3B
Cacti Asset Management LLC 0001452208Jan 2, 2025 75$1.3B
Kingswood Wealth Advisors, LLC 0001987855Jan 22, 2025 795$1.3B
Ascent Group, LLC 0001913231Feb 21, 2025 522$1.3B
Regal Investment Advisors LLC 0001559789Feb 13, 2025 465$1.3B
Hills Bank & Trust Co 0001309148Feb 10, 2025 301$1.3B
Hancock Prospecting Pty Ltd 0002017993May 16, 2025 32$1.3B
Prosperity Consulting Group, LLC 0001910398Feb 14, 2025 463$1.3B
FFT Wealth Management LLC 0001653199Feb 4, 2025 183$1.3B
HG Vora Capital Management, LLC 0001525362Feb 14, 2025 10$1.3B
Soleus Capital Management, L.P. 0001802630Feb 14, 2025 80$1.3B
Robert Wood Johnson Foundation 0000315157Feb 3, 2025 2$1.3B
Invictus Private Wealth, LLC 0001939208Feb 14, 2025 79$1.3B
Hamilton Capital, LLC 0001646639Feb 14, 2025 129$1.3B
Advocacy Wealth Management, LLC 0001569452Feb 14, 2025 53$1.3B
Belvedere Trading LLC 0001632341Jan 31, 2025 227$1.3B
American Trust 0001905128Feb 18, 2025 313$1.3B
PFM Health Sciences, LP 0001442756Feb 14, 2025 73$1.3B
Cable Car Capital, LP 0001699575Feb 14, 2025 73$1.3B
Fragasso Financial Advisors Inc 0001613331Jan 13, 2025 256$1.3B
Vestor Capital, LLC 0001132699Feb 11, 2025 273$1.3B
First Trust Capital Management L.P. 0001604488Jul 25, 2025 93$1.3B
Maren Capital LLC 0001961415Feb 13, 2025 25$1.3B
Windward Capital Management Co. 0001078635Jan 27, 2025 84$1.3B
Parcion Private Wealth LLC 0001801263Feb 3, 2025 239$1.3B
Wesleyan Assurance Society 0001773368Feb 14, 2025 108$1.3B
Long Focus Capital Management, LLC 0001602716Feb 14, 2025 88$1.3B
Alerus Financial NA 0000919458Feb 12, 2025 157$1.3B
Foster Victor Wealth Advisors, LLC 0001769063Jan 23, 2025 191$1.3B
M.D. Sass, LLC 0000922940Feb 11, 2025 33$1.3B
Schechter Investment Advisors, LLC 0001951586Feb 6, 2025 663$1.3B
Private Wealth Partners, LLC 0001335851Feb 3, 2025 171$1.3B
Sonora Investment Management Group, LLC 0001907552Jan 23, 2025 298$1.3B
Goldentree Asset Management LP 0001278951Feb 14, 2025 27$1.3B
Willis Johnson & Associates, Inc. 0001853239Feb 14, 2025 154$1.3B
Mesirow Institutional Investment Management, Inc. 0001947591Feb 13, 2025 131$1.3B
KGH Ltd 0001549641Feb 14, 2025 23$1.3B
Needham Investment Management LLC 0001167212Feb 14, 2025 150$1.3B
Campbell & CO Investment Adviser LLC 0001353570Feb 10, 2025 1,017$1.3B
Natixis Investment Managers International 0001166767Feb 13, 2025 220$1.3B
Synergy Asset Management, LLC 0001699080Jan 23, 2025 877$1.3B
TIG Advisors, LLC 0001358253Feb 14, 2025 45$1.3B
Tributary Capital Management, LLC 0001441888Jan 21, 2025 211$1.3B
Traynor Capital Management, Inc. 0001666786Jan 17, 2025 254$1.3B
Dnca Finance 0001752759Feb 13, 2025 136$1.3B
Foster Dykema Cabot & Partners, LLC 0002011882Feb 13, 2025 379$1.3B
Diversify Wealth Management, LLC 0002030780Jan 16, 2025 514$1.3B
Shufro Rose & Co. LLC 0000908195Feb 25, 2025 293$1.3B
E-L Financial Corp Ltd 0001697865Jan 30, 2025 1$1.3B
Deer Management Co. LLC 0001494127Feb 14, 2025 10$1.3B
Bristlecone Advisors, LLC 0001671716Jan 29, 2025 361$1.3B
Broadwood Capital Inc. 0001278387Feb 14, 2025 7$1.3B
Trust Asset Management LLC 0001608376Jan 16, 2025 226$1.3B
Taconic Capital Advisors LP 0001390113Feb 14, 2025 68$1.3B
Stadion Money Management, LLC 0001321220Feb 14, 2025 24$1.3B
Sax Wealth Advisors, LLC 0001846150Jan 15, 2025 328$1.3B
Executive Wealth Management, LLC 0001542611Feb 13, 2025 255$1.3B
Avity Investment Management Inc. 0000926834Jan 14, 2025 107$1.3B
Sandhill Capital Partners LLC 0001556245Feb 13, 2025 95$1.3B
Oak Ridge Investments LLC 0001054554Jan 15, 2025 167$1.3B
Easterly Investment Partners LLC 0001766150Feb 12, 2025 196$1.3B
Kanawha Capital Management LLC 0001164478Jan 30, 2025 210$1.3B
Phillips Financial Management, LLC 0001350660Feb 10, 2025 259$1.3B
Triglav Investments, D.O.O. 0002056690Feb 14, 2025 124$1.3B
Asset Dedication, LLC 0001475896Jan 23, 2025 1,094$1.3B
LBMC Investment Advisors, LLC 0001536924Jan 16, 2025 198$1.3B
Sfmg, LLC 0001512026Feb 11, 2025 273$1.3B