13F History

ManagerCIKFiledPositions13F Reported Value
Penobscot Investment Management Company, Inc. 0001394866Oct 21, 2025 316$1.3B
Austin Private Wealth, LLC 0001800328Oct 17, 2025 277$1.3B
Colonial Trust Advisors 0001567993Nov 10, 2025 684$1.3B
Bouchey Financial Group, Ltd. 0001599054Nov 12, 2025 152$1.3B
Edgemoor Investment Advisors, Inc. 0001313792Nov 6, 2025 190$1.3B
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0002011081Nov 12, 2025 46$1.3B
Heck Capital Advisors, LLC 0002046227Oct 24, 2025 196$1.3B
Oriental Harbor Investment Master Fund 0002046333Oct 14, 2025 17$1.3B
Parkside Financial Bank & Trust 0001455267Oct 30, 2025 2,704$1.3B
Harbor Capital Advisors, Inc. 0001039128Oct 15, 2025 1,339$1.3B
Nicholas Investment Partners, LP 0001389574Nov 14, 2025 211$1.3B
Zweig-DiMenna Associates LLC 0001533950Nov 7, 2025 94$1.3B
Teewinot Capital Advisers, L.L.C. 0001574886Nov 14, 2025 34$1.3B
Verus Capital Partners, LLC 0001796874Jul 9, 2026 418$1.3B
Nicolet Advisory Services, LLC 0001775863Nov 13, 2025 415$1.3B
Naples Global Advisors, LLC 0001582151Oct 30, 2025 436$1.3B
Moss Adams Wealth Advisors LLC 0001661245Oct 21, 2025 254$1.3B
RVW Wealth, LLC 0001756543Oct 21, 2025 176$1.3B
Kimelman & Baird, LLC 0001318103Nov 25, 2025 307$1.3B
Fidelis Capital Partners, LLC 0001962755Nov 3, 2025 489$1.3B
SPC Financial, Inc. 0001415201Nov 5, 2025 278$1.3B
Prelude Capital Management, LLC 0001387508Nov 14, 2025 1,109$1.3B
Edgar Lomax Co. 0001013538Nov 12, 2025 58$1.3B
Abrams Bison Investments, LLC 0001317588Nov 14, 2025 9$1.3B
American Express Co. 0000004962Oct 31, 2025 2$1.3B
Charter Oak Capital Management, LLC 0001810720Oct 30, 2025 202$1.3B
Ethos Financial Group, LLC 0001954242Oct 23, 2025 511$1.3B
BSN CAPITAL PARTNERS Ltd 0001911876Nov 7, 2025 16$1.3B
Technology Crossover Management IX, Ltd. 0001698264Nov 12, 2025 6$1.3B
Pitcairn Co. 0000315014Nov 12, 2025 624$1.3B
Counterpoint Mutual Funds LLC 0001698461Nov 10, 2025 318$1.3B
Magnus Financial Group LLC 0001765216Oct 28, 2025 397$1.3B
a16z Perennial Management, L.P. 0002009275Nov 5, 2025 134$1.3B
E-L Financial Corp Ltd 0001697865Nov 12, 2025 1$1.3B
PPSC Investment Service Corp 0001964389Oct 21, 2025 8$1.3B
Capital Investment Advisory Services, LLC 0001659203Nov 5, 2025 1,084$1.3B
SP Asset Management LLC 0001962086Nov 4, 2025 139$1.3B
Cozad Asset Management Inc. 0000709428Nov 10, 2025 419$1.3B
Windward Capital Management Co. 0001078635Oct 30, 2025 71$1.3B
Wealthquest Corp 0001632968Nov 5, 2025 46$1.3B
Headlands Technologies LLC 0001570271Nov 12, 2025 594$1.3B
Stadion Money Management, LLC 0001321220Nov 14, 2025 24$1.3B
Rockwood Wealth Management, LLC 0001983670Oct 14, 2025 108$1.3B
Greenvale Capital LLP 0001768041Nov 14, 2025 15$1.3B
KEYWISE CAPITAL MANAGEMENT (HK) Ltd 0001474069Nov 14, 2025 19$1.2B
Verity & Verity, LLC 0001542108Oct 21, 2025 134$1.2B
United Asset Strategies, Inc. 0001539948Oct 23, 2025 250$1.2B
Sprucegrove Investment Management Ltd. 0001234074Nov 14, 2025 41$1.2B
Petredis Investment Advisors LLC 0001964544Oct 15, 2025 112$1.2B
Belvedere Trading LLC 0001632341Oct 27, 2025 261$1.2B
Vivo Capital, LLC 0001674712Nov 14, 2025 47$1.2B
Hikari Power Ltd 0001606152Oct 22, 2025 63$1.2B
McDaniel Terry & Co. 0001104366Oct 22, 2025 90$1.2B
International Assets Investment Management, LLC 0001818604Oct 31, 2025 835$1.2B
Oribel Capital Management, LP 0001661140Nov 13, 2025 34$1.2B
Gemmer Asset Management LLC 0001607825Oct 15, 2025 169$1.2B
First Heartland Consultants, Inc. 0001428793Nov 10, 2025 523$1.2B
Lynrock Lake LP 0001734341Nov 14, 2025 29$1.2B
Fairholme Capital Management 0001056831Nov 14, 2025 12$1.2B
Trust Point Inc. 0001635633Oct 10, 2025 479$1.2B
LGT Fund Management Co Ltd. 0001911284Nov 13, 2025 233$1.2B
Hilton Capital Management, LLC 0001541211Nov 12, 2025 172$1.2B
Seven Grand Managers, LLC 0001909126Nov 12, 2025 99$1.2B
Symmetry Investments LP 0001691919Nov 14, 2025 85$1.2B
Galvin, Gaustad & Stein, LLC 0001840945Oct 22, 2025 205$1.2B
XML Financial, LLC 0001800465Oct 20, 2025 391$1.2B
DigitalBridge Group, Inc. 0001679688Nov 18, 2025 62$1.2B
Kopernik Global Investors, LLC 0001599814Nov 14, 2025 22$1.2B
Value Partners Investments Inc. 0001800916Oct 15, 2025 101$1.2B
M.D. Sass, LLC 0000922940Nov 5, 2025 34$1.2B
Neumeier Poma Investment Counsel LLC 0001044936Nov 12, 2025 41$1.2B
LRI Investments, LLC 0002023325Nov 3, 2025 1,309$1.2B
Condor Capital Management 0001082491Nov 7, 2025 186$1.2B
Liberty 77 Capital L.P. 0001905374Nov 12, 2025 4$1.2B
Shufro Rose & Co. LLC 0000908195Nov 12, 2025 311$1.2B
CGN Advisors LLC 0001841506Oct 9, 2025 304$1.2B
Central Securities Corp 0000018748Nov 12, 2025 29$1.2B
Willow Creek Wealth Management Inc. 0001632407Nov 12, 2025 180$1.2B
Texas Capital Bank Wealth Management Services Inc 0001802655Nov 13, 2025 256$1.2B
Weatherly Asset Management L. P. 0000934745Oct 16, 2025 182$1.2B
Koss-Olinger Consulting, LLC 0001861163Oct 20, 2025 311$1.2B
Perennial Investment Advisors, LLC 0001801523Nov 12, 2025 475$1.2B
China Universal Asset Management Co., Ltd. 0001906594Nov 10, 2025 478$1.2B
Goldentree Asset Management LP 0001278951Nov 14, 2025 25$1.2B
Harbor Investment Advisory, LLC 0001468792Oct 27, 2025 1,171$1.2B
Anchor Investment Management, LLC 0001634149Nov 14, 2025 1,065$1.2B
AltraVue Capital, LLC 0001740837Nov 12, 2025 25$1.2B
Transamerica Financial Advisors, LLC 0001502149Nov 14, 2025 1,601$1.2B
Stack Financial Management, Inc 0001308685Nov 3, 2025 51$1.2B
Baader Bank Aktiengesellschaft 0001542629Nov 6, 2025 456$1.2B
Tema ETFs LLC 0002056807Oct 24, 2025 512$1.2B
Forbes J M & Co. LLP 0001067532Oct 28, 2025 140$1.2B
Retirement Investment Advisors, Inc. 0001957886Oct 28, 2025 65$1.2B
Intrust Bank NA 0001034771Nov 10, 2025 403$1.2B
Bangor Savings Bank 0001352675Oct 27, 2025 539$1.2B
Casdin Capital, LLC 0001534261Nov 14, 2025 32$1.2B
Gsa Capital Partners LLP 0001362033Nov 7, 2025 1,596$1.2B
Moneco Advisors, LLC 0001765690Nov 5, 2025 494$1.2B
Bristlecone Advisors, LLC 0001671716Oct 24, 2025 233$1.2B
Tompkins Financial Corp. 0001005817Oct 8, 2025 543$1.2B