13F History

ManagerCIKFiledPositions13F Reported Value
Payden & Rygel 0000919219Feb 13, 2025 124$1.2B
Howe & Rusling Inc. 0000769963Feb 12, 2025 410$1.2B
Marco Investment Management LLC 0001080493Feb 7, 2025 223$1.2B
Beaird Harris Wealth Management, LLC 0001908938Feb 10, 2025 498$1.2B
Hikari Power Ltd 0001606152Feb 4, 2025 59$1.2B
Ausdal Financial Partners, Inc. 0001667146Feb 12, 2025 567$1.2B
Hilton Capital Management, LLC 0001541211Feb 10, 2025 164$1.2B
Ostrum Asset Management 0001767945Feb 13, 2025 627$1.2B
Ally Invest Advisors Inc. 0001706013Feb 13, 2025 67$1.2B
BloombergSen Inc. 0001484047Feb 12, 2025 29$1.2B
Litman Gregory Wealth Management LLC 0001551867Jan 24, 2025 136$1.2B
Marcum Wealth, LLC 0001784450Jan 13, 2025 407$1.2B
Strategic Value Partners, LLC 0001301912Feb 10, 2025 1$1.2B
Sheaff Brock Investment Advisors, LLC 0001666789Jan 30, 2025 446$1.1B
Vantage Investment Partners, LLC 0001534561Jan 22, 2025 62$1.1B
SPC Financial, Inc. 0001415201Feb 6, 2025 259$1.1B
Kontiki Capital Management (HK) Ltd. 0001713390Feb 11, 2025 9$1.1B
Eagle Ridge Investment Management 0001445891Jan 27, 2025 148$1.1B
Bouchey Financial Group, Ltd. 0001599054Feb 5, 2025 148$1.1B
LGT Fund Management Co Ltd. 0001911284Feb 6, 2025 248$1.1B
BIT Capital GmbH 0002053305Feb 12, 2025 100$1.1B
General Catalyst Group Management, LLC 0001637946Jan 23, 2025 11$1.1B
Koss-Olinger Consulting, LLC 0001861163Feb 11, 2025 185$1.1B
Shenkman Capital Management Inc. 0001275228Feb 10, 2025 99$1.1B
Edgemoor Investment Advisors, Inc. 0001313792Feb 10, 2025 168$1.1B
Tradition Wealth Management, LLC 0001843010Feb 13, 2025 422$1.1B
Sunbelt Securities, Inc. 0001632932Feb 18, 2025 1,815$1.1B
Hardy Reed LLC 0001761871Feb 3, 2025 246$1.1B
Condor Capital Management 0001082491Feb 11, 2025 190$1.1B
Narwhal Capital Management 0001461287Jan 22, 2025 161$1.1B
Integral Health Asset Management, LLC 0001773206Feb 14, 2025 81$1.1B
PDT Partners, LLC 0001564702Feb 14, 2025 700$1.1B
Colonial Trust Advisors 0001567993Feb 13, 2025 678$1.1B
Grandeur Peak Global Advisors, LLC 0001569137Feb 13, 2025 126$1.1B
Weatherly Asset Management L. P. 0000934745Jan 29, 2025 181$1.1B
Nicholas Investment Partners, LP 0001389574Feb 14, 2025 220$1.1B
Vicus Capital 0001544806Jan 30, 2025 231$1.1B
PDS Planning, Inc 0000838618Feb 10, 2025 444$1.1B
Pine Ridge Advisers LLC 0001845915Feb 14, 2025 35$1.1B
Cape Cod Five Cents Savings Bank 0001054646Feb 18, 2025 189$1.1B
RKL Wealth Management LLC 0001604723Feb 7, 2025 172$1.1B
Delta Asset Management LLC 0000860857Feb 12, 2025 619$1.1B
Galvin, Gaustad & Stein, LLC 0001840945Jan 17, 2025 182$1.1B
Leo Wealth, LLC 0001912202Jan 28, 2025 357$1.1B
Lyell Wealth Management, LP 0001686444Feb 3, 2025 200$1.1B
CFS Investment Advisory Services, LLC 0001845688Jan 21, 2025 294$1.1B
QVT Financial LP 0001290162Feb 14, 2025 34$1.1B
Kathmere Capital Management, LLC 0001794543Jan 14, 2025 410$1.1B
Y.D. More Investments Ltd 0001870364Jan 27, 2025 459$1.1B
Campbell Wealth Management 0001736648Jan 30, 2025 97$1.1B
Bares Capital Management, Inc. 0001340807Feb 14, 2025 11$1.1B
Syon Capital LLC 0001999353Feb 14, 2025 561$1.1B
ARS Investment Partners, LLC 0000733020Jan 16, 2025 175$1.1B
Gillson Capital LP 0001698055Feb 14, 2025 63$1.1B
Point72 (DIFC) Ltd 0002017863Feb 14, 2025 912$1.1B
Founders Financial Securities LLC 0001342396Feb 10, 2025 435$1.1B
Lindbrook Capital, LLC 0001767045Feb 6, 2025 2,780$1.1B
Villere St Denis J & Co. LLC 0001113629Jan 30, 2025 85$1.1B
NYL Investors LLC 0001606720Jan 30, 2025 36$1.1B
Tritonpoint Wealth, LLC 0002008171Jan 24, 2025 332$1.1B
Penobscot Investment Management Company, Inc. 0001394866Feb 12, 2025 300$1.1B
Avestar Capital, LLC 0001704404Jan 29, 2025 472$1.1B
Morningstar Investment Services LLC 0001478215Feb 12, 2025 145$1.1B
GDS Wealth Management 0001940869Jan 24, 2025 171$1.1B
Verity & Verity, LLC 0001542108Jan 15, 2025 131$1.1B
Rwwm, Inc. 0001507683Feb 13, 2025 21$1.1B
Regeneron Pharmaceuticals, Inc. 0000872589Feb 7, 2025 6$1.1B
Mirabella Financial Services LLP 0001538853Feb 13, 2025 226$1.1B
Smith, Moore & Co. 0000200724Feb 13, 2025 481$1.1B
Stack Financial Management, Inc 0001308685Feb 4, 2025 50$1.1B
Hartford Funds Management Co LLC 0001546587Feb 7, 2025 97$1.1B
Fusion Family Wealth, LLC 0001696209Jan 27, 2025 45$1.1B
XML Financial, LLC 0001800465Jan 17, 2025 356$1.1B
United Asset Strategies, Inc. 0001539948Jan 22, 2025 231$1.1B
Recurrent Investment Advisors LLC 0001803146Feb 14, 2025 65$1.1B
Nicolet Advisory Services, LLC 0001775863Feb 12, 2025 380$1.1B
Baader Bank Aktiengesellschaft 0001542629Jan 23, 2025 343$1.1B
TCV Trust & Wealth Management, Inc. 0001135439Jan 29, 2025 197$1.1B
Soltis Investment Advisors LLC 0001802530Jan 29, 2025 372$1.1B
BTC Capital Management, Inc. 0001611848Jan 23, 2025 199$1.1B
WBH Advisory Inc. 0001259671Jan 31, 2025 322$1.1B
Silver Oak Securities, Incorporated 0001080576Jan 27, 2025 628$1.1B
Uniplan Investment Counsel, Inc. 0001520710Feb 14, 2025 130$1.1B
Tompkins Financial Corp. 0001005817Jan 15, 2025 529$1.1B
Charter Oak Capital Management, LLC 0001810720Jan 22, 2025 180$1.1B
Dupont Capital Management Corp. 0001128251Jan 17, 2025 116$1.1B
Cozad Asset Management Inc. 0000709428Feb 10, 2025 392$1.1B
RVW Wealth, LLC 0001756543Jan 23, 2025 144$1.1B
First Financial Bank - Trust Division 0001315339Jan 2, 2025 210$1.1B
Anchor Investment Management, LLC 0001634149Feb 13, 2025 1,023$1.1B
Pinnacle Wealth Management Advisory Group, LLC 0001631864Jan 31, 2025 363$1.1B
Naples Global Advisors, LLC 0001582151Jan 29, 2025 403$1.1B
Harbor Investment Advisory, LLC 0001468792Jan 16, 2025 1,137$1.1B
China Universal Asset Management Co., Ltd. 0001906594Jan 24, 2025 496$1.1B
Connors Investor Services Inc. 0000884548Feb 14, 2025 163$1.1B
Fishman Jay A Ltd. 0001006407Jan 29, 2025 85$1.1B
Bangor Savings Bank 0001352675Jan 7, 2025 548$1.1B
Smith Anglin Financial, LLC 0001553540Jan 14, 2025 214$1.1B
Austin Private Wealth, LLC 0001800328Jan 23, 2025 258$1.1B
Lakewood Capital Management, LP 0001424381Feb 14, 2025 41$1.1B