13F History

ManagerCIKFiledPositions13F Reported Value
Needham Investment Management LLC 0001167212Nov 14, 2025 161$1.4B
Sandhill Capital Partners LLC 0001556245Nov 13, 2025 107$1.4B
Atalan Capital Partners, LP 0001662906Nov 14, 2025 10$1.4B
Prescott General Partners LLC 0001538653Nov 14, 2025 10$1.4B
Sienna Gestion 0002021242Nov 13, 2025 159$1.4B
United Services Automobile Association 0001021249Nov 14, 2025 20$1.4B
Cardinal Point Capital Management ULC 0001950841Nov 6, 2025 266$1.4B
Stony Point Capital LLC 0001776023Nov 14, 2025 35$1.4B
Avity Investment Management Inc. 0000926834Nov 19, 2025 108$1.4B
Insigneo Advisory Services, LLC 0001964958Nov 12, 2025 745$1.4B
CORDA Investment Management, LLC. 0001545812Oct 24, 2025 80$1.4B
Philadelphia Trust Co. 0001110806Nov 13, 2025 259$1.4B
Ashe Capital Management, LP 0001632715Nov 14, 2025 7$1.4B
Armstrong Advisory Group, Inc. 0001932952Oct 8, 2025 940$1.4B
Clear Harbor Asset Management, LLC 0001511857Nov 14, 2025 405$1.4B
Dundas Partners LLP 0001742418Nov 13, 2025 50$1.4B
Transcend Capital Advisors, LLC 0001776082Nov 4, 2025 689$1.4B
Sonora Investment Management Group, LLC 0001907552Oct 7, 2025 301$1.4B
Beaird Harris Wealth Management, LLC 0001908938Nov 13, 2025 724$1.4B
Applied Finance Capital Management, LLC 0001966007Nov 6, 2025 280$1.4B
Kathmere Capital Management, LLC 0001794543Oct 22, 2025 521$1.4B
Private Wealth Partners, LLC 0001335851Nov 4, 2025 168$1.4B
Stonebridge Capital Advisors LLC 0001600035Nov 12, 2025 215$1.4B
Rwwm, Inc. 0001507683Nov 4, 2025 33$1.4B
W1M Asset Management Ltd 0001767559Nov 12, 2025 81$1.4B
Avestar Capital, LLC 0001704404Nov 7, 2025 420$1.4B
Regal Partners Ltd 0001577774Nov 13, 2025 87$1.4B
a16z Capital Management, L.L.C. 0001540358Nov 14, 2025 11$1.4B
Ally Invest Advisors Inc. 0001706013Nov 13, 2025 77$1.4B
Two Creeks Capital Management, LP 0001606430Nov 14, 2025 25$1.4B
Seilern Investment Management Ltd 0001817797Oct 14, 2025 22$1.4B
Neville Rodie & Shaw Inc. 0000071210Oct 1, 2025 246$1.4B
Triodos Investment Management BV 0001748729Nov 10, 2025 50$1.4B
Lutz Financial Services LLC 0001737112Nov 10, 2025 96$1.4B
Cahaba Wealth Management, Inc. 0001716399Oct 17, 2025 157$1.4B
Long Pond Capital, LP 0001499066Nov 14, 2025 28$1.4B
First American Trust, FSB 0000036066Nov 10, 2025 258$1.4B
Crosslink Capital Inc. 0001104329Nov 14, 2025 23$1.4B
Lee Danner & Bass Inc. 0000939219Oct 29, 2025 233$1.4B
Integral Health Asset Management, LLC 0001773206Nov 14, 2025 72$1.4B
Next Century Growth Investors LLC 0001134007Nov 14, 2025 124$1.4B
Quinn Opportunity Partners LLC 0001633275Nov 13, 2025 322$1.4B
Campbell Newman Asset Management Inc. 0000874791Oct 23, 2025 105$1.4B
YHB Investment Advisors, Inc. 0001469219Oct 8, 2025 299$1.4B
Nixon Peabody Trust Co. 0001626757Oct 17, 2025 152$1.4B
Main Management LLC 0001583092Nov 14, 2025 105$1.4B
Delta Global Management LP 0001992724Nov 14, 2025 180$1.4B
Washington Trust Bank 0000861787Oct 24, 2025 199$1.4B
American Assets Investment Management, LLC 0001389256Nov 5, 2025 142$1.4B
Baskin Financial Services Inc. 0001511098Oct 9, 2025 52$1.4B
Styrax Capital, LP 0001904897Nov 14, 2025 9$1.4B
Alaska Permanent Capital Management, LLC 0001426771Oct 31, 2025 43$1.4B
FountainVest China Capital Partners GP3 Ltd. 0001795487Nov 12, 2025 2$1.4B
Hardy Reed LLC 0001761871Nov 7, 2025 240$1.4B
ProVise Management Group, LLC 0001305707Nov 13, 2025 256$1.4B
City of London Investment Management Co. Ltd. 0001034546Nov 14, 2025 83$1.4B
Mangrove Partners Im, LLC 0001535392Nov 14, 2025 178$1.4B
Tradition Wealth Management, LLC 0001843010Nov 13, 2025 485$1.4B
Journey Advisory Group, LLC 0001840085Nov 10, 2025 266$1.4B
Narwhal Capital Management 0001461287Oct 24, 2025 163$1.4B
Mill Capital Management, LLC 0001901166Oct 29, 2025 122$1.3B
Warburg Pincus LLC 0001162870Nov 14, 2025 4$1.3B
CFS Investment Advisory Services, LLC 0001845688Oct 31, 2025 341$1.3B
Lyell Wealth Management, LP 0001686444Nov 6, 2025 211$1.3B
Van Hulzen Asset Management, LLC 0001600145Nov 13, 2025 335$1.3B
Waterloo Capital, L.P. 0001730942Nov 5, 2025 455$1.3B
First Long Island Investors, LLC 0001490429Nov 12, 2025 69$1.3B
Schaper Benz & Wise Investment Counsel Inc. 0001033974Oct 20, 2025 152$1.3B
Litman Gregory Wealth Management LLC 0001551867Oct 16, 2025 145$1.3B
Kynam Capital Management, LP 0001907884Nov 14, 2025 35$1.3B
Strategic Wealth Partners, Ltd. 0001720777Nov 14, 2025 1,314$1.3B
Blue Chip Partners, LLC 0001632801Nov 17, 2025 164$1.3B
Entropy Technologies, LP 0001976151Nov 13, 2025 784$1.3B
Silver Oak Securities, Incorporated 0001080576Oct 21, 2025 753$1.3B
Fusion Family Wealth, LLC 0001696209Nov 6, 2025 47$1.3B
Forest Avenue Capital Management LP 0001944889Nov 14, 2025 21$1.3B
Pinnacle Wealth Management Advisory Group, LLC 0001631864Oct 20, 2025 404$1.3B
Ycg, LLC 0001584801Oct 28, 2025 37$1.3B
1607 Capital Partners, LLC 0001436866Nov 14, 2025 121$1.3B
Campbell & CO Investment Adviser LLC 0001353570Oct 28, 2025 1,050$1.3B
J. Stern & Co. LLP 0002011335Nov 14, 2025 42$1.3B
Lakewood Capital Management, LP 0001424381Nov 14, 2025 50$1.3B
BW Gestao de Investimentos Ltda. 0001568280Nov 13, 2025 98$1.3B
Atom Investors LP 0001738902Nov 14, 2025 584$1.3B
Coastal Bridge Advisors, LLC 0001665976Nov 3, 2025 457$1.3B
Avenir Tech Ltd 0002029708Nov 14, 2025 22$1.3B
Washington Trust Advisors, Inc. 0001900099Nov 10, 2025 688$1.3B
Generali Investments CEE, investicni spolecnost, a.s. 0002047540Oct 14, 2025 383$1.3B
Novare Capital Management LLC 0001388409Nov 3, 2025 193$1.3B
WBH Advisory Inc. 0001259671Oct 30, 2025 343$1.3B
Vicus Capital 0001544806Oct 24, 2025 269$1.3B
Keystone Financial Group 0001729299Nov 17, 2025 424$1.3B
Hemenway Trust Co LLC 0001494234Nov 7, 2025 125$1.3B
Smith, Moore & Co. 0000200724Nov 12, 2025 523$1.3B
Eversept Partners, LP 0001697013Nov 14, 2025 83$1.3B
Marco Investment Management LLC 0001080493Nov 4, 2025 222$1.3B
Recurrent Investment Advisors LLC 0001803146Nov 13, 2025 64$1.3B
Cardiff Park Advisors, LLC 0001910000Nov 14, 2025 378$1.3B
Penn Capital Management Company, LLC 0001158202Nov 24, 2025 170$1.3B
Lanark Financial, Inc. 0000791540Nov 14, 2025 2,670$1.3B