13F History

ManagerCIKFiledPositions13F Reported Value
Stony Point Capital LLC 0001776023May 15, 2026 31$1.2B
Weatherly Asset Management L. P. 0000934745Apr 15, 2026 186$1.2B
Cullinan Associates Inc. 0001161670May 1, 2026 207$1.2B
QV Investors Inc. 0001570253Apr 23, 2026 65$1.2B
Mangrove Partners Im, LLC 0001535392May 15, 2026 427$1.2B
Greylock XIV GP LLC 0001660424May 1, 2026 1$1.2B
Harbor Capital Advisors, Inc. 0001039128Apr 28, 2026 1,211$1.2B
Novo Holdings A/S 0001388325May 15, 2026 22$1.2B
Traphagen Investment Advisors LLC 0002023380Apr 22, 2026 207$1.2B
Campbell Newman Asset Management Inc. 0000874791Apr 16, 2026 103$1.2B
First Long Island Investors, LLC 0001490429May 15, 2026 70$1.2B
Harvey Partners, LLC 0001406484May 15, 2026 45$1.2B
Magnus Financial Group LLC 0001765216Apr 10, 2026 369$1.2B
Windward Capital Management Co. 0001078635May 13, 2026 69$1.2B
Intrust Bank NA 0001034771May 6, 2026 407$1.2B
Inspire Advisors, LLC 0001810558May 15, 2026 656$1.2B
Winthrop Advisory Group LLC 0001739043Apr 13, 2026 194$1.2B
Strategy Capital LLC 0001592413May 14, 2026 11$1.2B
Polaris Capital Management, LLC 0001316926Apr 27, 2026 84$1.2B
Petredis Investment Advisors LLC 0001964544Apr 16, 2026 107$1.2B
Delta Global Management LP 0001992724May 15, 2026 154$1.2B
Baskin Financial Services Inc. 0001511098Apr 13, 2026 53$1.2B
Gillson Capital LP 0001698055May 15, 2026 69$1.2B
Coliseum Capital Management, LLC 0001409751May 15, 2026 13$1.2B
Clean Energy Transition LLP 0001911523May 15, 2026 14$1.2B
Atairos Group, Inc. 0001671122May 15, 2026 4$1.2B
Diversified Portfolios, Inc. 0001634212May 6, 2026 174$1.2B
Stonebridge Financial Group, LLC 0002009367Apr 8, 2026 262$1.2B
SG Capital Management LLC 0001510099May 8, 2026 79$1.2B
Kimelman & Baird, LLC 0001318103May 13, 2026 263$1.2B
Neumeier Poma Investment Counsel LLC 0001044936May 13, 2026 41$1.2B
SlateStone Wealth, LLC 0001764049May 14, 2026 291$1.2B
Central Securities Corp 0000018748May 8, 2026 30$1.2B
Tortoise Investment Management, LLC 0001599511May 5, 2026 245$1.2B
Leith Wheeler Investment Counsel Ltd. 0001353651May 7, 2026 84$1.2B
MidFirst Bank 0002077076May 15, 2026 926$1.2B
Hodges Capital Management Inc. 0001337263Apr 28, 2026 204$1.2B
Tanglewood Wealth Management, Inc. 0001454308Apr 21, 2026 38$1.2B
Richard C. Young & CO., LTD. 0001387304May 7, 2026 93$1.2B
Danmarks Nationalbank 0002110543May 7, 2026 1$1.2B
Vivo Capital, LLC 0001674712May 20, 2026 46$1.2B
a16z Perennial Management, L.P. 0002009275May 12, 2026 142$1.2B
DT Investment Partners, LLC 0001537621May 15, 2026 517$1.2B
W.G. Shaheen & Associates DBA Whitney & Co 0001577001May 5, 2026 175$1.2B
JNBA Financial Advisors 0001569118Apr 23, 2026 819$1.2B
FountainVest China Capital Partners GP3 Ltd. 0001795487May 6, 2026 2$1.2B
SPX Gestao de Recursos Ltda 0001589176May 6, 2026 73$1.2B
Guardian Partners Inc. 0001884799May 18, 2026 192$1.2B
Amplius Wealth Advisors, LLC 0001900584Apr 13, 2026 175$1.2B
Anchor Investment Management, LLC 0001634149May 1, 2026 1,067$1.2B
Callahan Advisors, LLC 0001395055May 12, 2026 177$1.2B
Kwmg, LLC 0001633024Apr 9, 2026 147$1.2B
Condor Capital Management 0001082491May 11, 2026 174$1.2B
JTC Employer Solutions Trustee Ltd 0001875645May 19, 2026 308$1.2B
TCV Trust & Wealth Management, Inc. 0001135439Apr 21, 2026 215$1.2B
Koss-Olinger Consulting, LLC 0001861163May 7, 2026 254$1.2B
Maplelane Capital, LLC 0001512173May 14, 2026 35$1.2B
Sone Capital Management, LLC 0002026215May 15, 2026 101$1.2B
Main Management Fund Advisors LLC 0001862787May 15, 2026 6$1.2B
Talbot Financial, LLC 0001966180Apr 13, 2026 66$1.2B
Brandywine Oak Private Wealth LLC 0001764694Apr 20, 2026 229$1.2B
PKO Investment Management Joint-Stock Co 0002059321Apr 17, 2026 220$1.2B
Parvus Asset Management Jersey Ltd 0002061470May 15, 2026 1$1.2B
ARS Wealth Advisors Group, LLC 0001886707Apr 15, 2026 198$1.2B
Forbes J M & Co. LLP 0001067532Apr 16, 2026 150$1.2B
Chai Trust Co. LLC 0001250731May 15, 2026 11$1.2B
Naya Capital Management UK Ltd. 0001665012May 15, 2026 4$1.2B
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 0002011081May 12, 2026 51$1.2B
McDaniel Terry & Co. 0001104366May 5, 2026 81$1.2B
Oxbow Advisors, LLC 0001564770Apr 27, 2026 245$1.2B
Everhart Financial Group, Inc. 0001852858Apr 9, 2026 464$1.2B
Transamerica Financial Advisors, LLC 0001502149May 15, 2026 1,940$1.2B
Crewe Advisors LLC 0001730033May 7, 2026 1,038$1.2B
Fiduciary Group, LLC 0001645890May 11, 2026 295$1.2B
Journey Advisory Group, LLC 0001840085May 5, 2026 242$1.2B
Bank of Nova Scotia Trust Co. 0001335382May 13, 2026 161$1.2B
Amica Mutual Insurance Co. 0000857508May 6, 2026 144$1.2B
German American Bancorp, Inc. 0000714395May 6, 2026 148$1.2B
Anderson Hoagland & Co. 0000791191Apr 7, 2026 136$1.2B
Sandhill Capital Partners LLC 0001556245May 14, 2026 95$1.2B
Flagship Pioneering, LLC 0001400240May 15, 2026 5$1.2B
AltraVue Capital, LLC 0001740837May 13, 2026 27$1.2B
Bramshill Investments, LLC 0001619899May 15, 2026 155$1.2B
Bluespring Wealth Management, LLC 0001557485Apr 14, 2026 208$1.2B
Townsend & Associates, Inc 0001729359Apr 29, 2026 113$1.2B
FourThought Financial Partners, LLC 0001956790May 7, 2026 384$1.2B
MMCAP International Inc. SPC 0001304857May 15, 2026 244$1.2B
Symetra Investment Management Co 0001811513May 7, 2026 6$1.2B
Ledyard National Bank 0001310658Apr 24, 2026 236$1.2B
Hartford Funds Management Co LLC 0001546587May 4, 2026 96$1.2B
Trust Point Inc. 0001635633Apr 15, 2026 521$1.2B
KLCM Advisors, Inc. 0001166620Apr 30, 2026 256$1.1B
Godsey & Gibb, Inc. 0000887402Apr 20, 2026 389$1.1B
NewSquare Capital LLC 0001546989May 8, 2026 202$1.1B
Hikari Power Ltd 0001606152Apr 30, 2026 51$1.1B
Concentric Capital Strategies, LP 0001851869May 15, 2026 306$1.1B
SWF LLC 0002065728May 14, 2026 11$1.1B
Heartwood Wealth Advisors LLC 0001794935Apr 7, 2026 223$1.1B
Means Investment Co., Inc. 0000701516Apr 24, 2026 192$1.1B
Hengehold Capital Management LLC 0001536430Apr 15, 2026 212$1.1B