13F History

ManagerCIKFiledPositions13F Reported Value
Main Management LLC 0001583092Nov 15, 2024 140$1.2B
Maren Capital LLC 0001961415Nov 14, 2024 27$1.2B
American Express Co. 0000004962Oct 25, 2024 3$1.2B
American Trust 0001905128Nov 29, 2024 256$1.2B
Cahaba Wealth Management, Inc. 0001716399Oct 18, 2024 151$1.2B
Ostrum Asset Management 0001767945Nov 13, 2024 635$1.2B
Sofinnova Investments, Inc. 0001631134Nov 13, 2024 57$1.2B
Vivo Capital, LLC 0001674712Nov 13, 2024 43$1.2B
Armstrong Advisory Group, Inc. 0001932952Oct 11, 2024 784$1.2B
YHB Investment Advisors, Inc. 0001469219Oct 22, 2024 280$1.2B
Cornerstone Wealth Group, LLC 0001774879Oct 25, 2024 264$1.2B
Grandeur Peak Global Advisors, LLC 0001569137Nov 14, 2024 133$1.2B
Smith Group Asset Management, LLC 0001893134Oct 25, 2024 136$1.2B
SP Asset Management LLC 0001962086Nov 12, 2024 133$1.2B
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0001639753Nov 4, 2024 57$1.2B
Hikari Power Ltd 0001606152Oct 25, 2024 62$1.2B
Voss Capital, LP 0001730145Nov 13, 2024 39$1.2B
Greenwood Gearhart LLC 0001084683Nov 15, 2024 107$1.2B
Soleus Capital Management, L.P. 0001802630Nov 14, 2024 86$1.2B
Parcion Private Wealth LLC 0001801263Oct 23, 2024 235$1.2B
First Light Asset Management, LLC 0001600004Nov 14, 2024 38$1.2B
Icon Wealth Advisors, LLC 0001963212Nov 14, 2024 479$1.2B
Nixon Peabody Trust Co. 0001626757Nov 7, 2024 139$1.2B
Keel Point, LLC 0001386935Nov 14, 2024 443$1.2B
Dupont Capital Management Corp. 0001128251Oct 22, 2024 132$1.2B
Stephens Group Asset Management, LLC 0001726808Oct 9, 2024 34$1.2B
Litman Gregory Wealth Management LLC 0001551867Oct 22, 2024 139$1.2B
Lombard Odier Asset Management (Switzerland) SA 0001535660Nov 14, 2024 228$1.2B
McDaniel Terry & Co. 0001104366Oct 23, 2024 98$1.2B
Foster Dykema Cabot & Partners, LLC 0002011882Nov 12, 2024 520$1.2B
Lanark Financial, Inc. 0000791540Oct 15, 2024 2,111$1.2B
Vantage Investment Partners, LLC 0001534561Nov 5, 2024 63$1.2B
CFS Investment Advisory Services, LLC 0001845688Nov 12, 2024 290$1.2B
Progeny 3, Inc. 0001536006Nov 14, 2024 34$1.2B
Gladstone Capital Management LLP 0001353394Nov 13, 2024 22$1.2B
Nantahala Capital Management, LLC 0001472322Nov 14, 2024 124$1.2B
BloombergSen Inc. 0001484047Oct 31, 2024 31$1.2B
Baader Bank Aktiengesellschaft 0001542629Oct 29, 2024 398$1.2B
Point72 Europe (London) LLP 0001698051Nov 14, 2024 116$1.2B
TCI Wealth Advisors, Inc. 0001583751Oct 24, 2024 243$1.2B
Creative Financial Designs Inc. 0000819864Oct 28, 2024 1,688$1.2B
TCG Crossover Management, LLC 0001839948Nov 14, 2024 36$1.2B
Novare Capital Management LLC 0001388409Oct 11, 2024 191$1.2B
Ensemble Capital Management, LLC 0001387366Nov 12, 2024 22$1.2B
MBB Public Markets I LLC 0001892378Nov 14, 2024 534$1.2B
E-L Financial Corp Ltd 0001697865Oct 29, 2024 1$1.2B
True Link Financial Advisors, LLC 0001846236Oct 25, 2024 66$1.2B
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0001965756Oct 8, 2024 336$1.2B
Board of Trustees of The Leland Stanford Junior University 0001315828Nov 12, 2024 25$1.2B
Sage Mountain Advisors LLC 0001832274Oct 29, 2024 485$1.2B
Plante Moran Financial Advisors, LLC 0001424717Oct 30, 2024 877$1.2B
Arete Wealth Advisors, LLC 0001600151Nov 18, 2024 704$1.2B
1900 Wealth Management LLC 0001791996Nov 14, 2024 223$1.2B
Dnca Finance 0001752759Nov 13, 2024 124$1.2B
Beese Fulmer Investment Management, Inc. 0000911274Oct 22, 2024 233$1.2B
Mangrove Partners Im, LLC 0001535392Nov 14, 2024 161$1.2B
Atalan Capital Partners, LP 0001662906Nov 14, 2024 9$1.2B
Howe & Rusling Inc. 0000769963Nov 8, 2024 411$1.2B
L1 Capital Pty Ltd 0001817646Nov 14, 2024 11$1.2B
QVT Financial LP 0001290162Nov 14, 2024 35$1.2B
Angeles Wealth Management, LLC 0001929170Oct 29, 2024 328$1.2B
Delta Asset Management LLC 0000860857Nov 7, 2024 620$1.2B
Washington Trust Advisors, Inc. 0001900099Nov 1, 2024 662$1.2B
Jackson Square Partners, LLC 0001605911Nov 13, 2024 78$1.2B
Abrams Bison Investments, LLC 0001317588Nov 14, 2024 10$1.2B
Charles Schwab Trust Co 0001789219Oct 9, 2024 151$1.2B
KMG Fiduciary Partners, LLC 0001773205Oct 17, 2024 267$1.2B
Marco Investment Management LLC 0001080493Nov 12, 2024 227$1.2B
Grassi Investment Management 0001608531Oct 22, 2024 128$1.2B
Colonial Trust Advisors 0001567993Nov 12, 2024 751$1.2B
Koshinski Asset Management, Inc. 0001633389Oct 10, 2024 633$1.2B
Hamilton Capital Partners Inc. 0002141005Aug 14, 2026 178$1.2B
Koss-Olinger Consulting, LLC 0001861163Oct 21, 2024 276$1.2B
City of London Investment Management Co. Ltd. 0001034546Nov 14, 2024 85$1.2B
Blue Chip Partners, LLC 0001632801Nov 4, 2024 198$1.2B
Edgemoor Investment Advisors, Inc. 0001313792Nov 12, 2024 165$1.2B
Oak Ridge Investments LLC 0001054554Oct 28, 2024 152$1.1B
Uniplan Investment Counsel, Inc. 0001520710Nov 14, 2024 118$1.1B
Beaird Harris Wealth Management, LLC 0001908938Dec 2, 2024 511$1.1B
Strategic Value Partners, LLC 0001301912Nov 4, 2024 2$1.1B
American Assets Investment Management, LLC 0001389256Nov 5, 2024 160$1.1B
Weatherly Asset Management L. P. 0000934745Oct 29, 2024 179$1.1B
Sheaff Brock Investment Advisors, LLC 0001666789Nov 6, 2024 450$1.1B
Eagle Ridge Investment Management 0001445891Oct 23, 2024 143$1.1B
a16z Capital Management, L.L.C. 0001540358Nov 13, 2024 13$1.1B
SPC Financial, Inc. 0001415201Oct 16, 2024 252$1.1B
Wealthquest Corp 0001632968Nov 21, 2024 131$1.1B
QV Investors Inc. 0001570253Oct 15, 2024 65$1.1B
Regal Partners Ltd 0001577774Nov 6, 2024 48$1.1B
Clearline Capital LP 0001600136Nov 14, 2024 140$1.1B
Long Focus Capital Management, LLC 0001602716Nov 13, 2024 89$1.1B
Syon Capital LLC 0001999353Nov 13, 2024 464$1.1B
Vicus Capital 0001544806Oct 21, 2024 223$1.1B
Lindbrook Capital, LLC 0001767045Nov 1, 2024 2,831$1.1B
PDT Partners, LLC 0001564702Nov 14, 2024 710$1.1B
Naya Capital Management UK Ltd. 0001665012Nov 14, 2024 5$1.1B
Ally Invest Advisors Inc. 0001706013Nov 13, 2024 67$1.1B
Redwood Investment Management, LLC 0001717479Nov 14, 2024 312$1.1B
WS Management LLLP 0000877338Nov 13, 2024 30$1.1B
BTC Capital Management, Inc. 0001611848Oct 21, 2024 210$1.1B