13F History

ManagerCIKFiledPositions13F Reported Value
QV Investors Inc. 0001570253Jul 21, 2026 68$1.3B
Koss-Olinger Consulting, LLC 0001861163Aug 10, 2026 172$1.3B
American Trust 0001905128Aug 14, 2026 334$1.3B
FourThought Financial Partners, LLC 0001956790Aug 12, 2026 393$1.3B
CCM Investment Advisers LLC 0000931097Aug 12, 2026 88$1.3B
Wescott Financial Advisory Group, LLC 0001864880Aug 4, 2026 200$1.3B
Syntegra Private Wealth Group, LLC 0001964298Jul 15, 2026 202$1.3B
First Business Financial Services, Inc. 0001521951Jul 28, 2026 201$1.3B
Hengehold Capital Management LLC 0001536430Jul 16, 2026 229$1.3B
Heartwood Wealth Advisors LLC 0001794935Jul 17, 2026 227$1.3B
Cardiff Park Advisors, LLC 0001910000Aug 14, 2026 347$1.3B
Stack Financial Management, Inc 0001308685Aug 3, 2026 54$1.3B
Infrastructure Capital Advisors, LLC 0001621802Aug 13, 2026 179$1.3B
McDaniel Terry & Co. 0001104366Jul 30, 2026 81$1.3B
Formuepleje A/S 0001801212Aug 27, 2026 96$1.3B
ARS Wealth Advisors Group, LLC 0001886707Jul 16, 2026 220$1.3B
True Freedom Investing, LLC 0002096483Aug 12, 2026 97$1.3B
Ibex Wealth Advisors 0001686242Jul 27, 2026 209$1.3B
Anderson Hoagland & Co. 0000791191Jul 6, 2026 137$1.3B
Fiduciary Group, LLC 0001645890Aug 10, 2026 305$1.3B
Clark Asset Management, LLC 0002062026Jul 7, 2026 294$1.3B
Kapitalo Investimentos Ltda 0001798686Aug 14, 2026 51$1.3B
Forbes J M & Co. LLP 0001067532Jul 20, 2026 159$1.3B
Baskin Financial Services Inc. 0001511098Jul 13, 2026 54$1.3B
Wealth Architects, LLC 0001611518Jul 23, 2026 248$1.3B
Jackson Thornton Wealth Management, LLC 0001903880Aug 6, 2026 417$1.3B
MMBG Investment Advisors Co. 0001765876Aug 10, 2026 177$1.3B
Navellier & Associates Inc. 0000872163Aug 4, 2026 322$1.3B
Wilkinson Global Asset Management LLC 0001764000Aug 6, 2026 62$1.3B
Shaolin Capital Management LLC 0001766806Aug 14, 2026 546$1.3B
Convergence Financial, LLC 0002034001Aug 5, 2026 272$1.3B
Conservest Capital Advisors, Inc. 0001705716Jul 22, 2026 132$1.3B
Fort Baker Capital Management LP 0001688382Aug 14, 2026 115$1.3B
Fishman Jay A Ltd. 0001006407Jul 29, 2026 79$1.3B
RKL Wealth Management LLC 0001604723Aug 11, 2026 189$1.3B
J. L. Bainbridge & Co., Inc. 0001742315Jul 22, 2026 111$1.3B
Rothschild Wealth LLC 0001811345Aug 11, 2026 656$1.3B
Prime Capital Management Co Ltd 0001448793Aug 10, 2026 7$1.3B
Private Trust Co. NA 0001277557Jul 28, 2026 2,708$1.3B
Capricorn Fund Managers Ltd 0001901361Jul 24, 2026 167$1.3B
Hartford Funds Management Co LLC 0001546587Aug 6, 2026 98$1.3B
FountainVest China Capital Partners GP3 Ltd. 0001795487Aug 11, 2026 2$1.2B
Awm Capital, LLC 0001806820Jul 31, 2026 122$1.2B
KLCM Advisors, Inc. 0001166620Aug 6, 2026 283$1.2B
SP Asset Management LLC 0001962086Aug 4, 2026 137$1.2B
JTC Employer Solutions Trustee Ltd 0001875645Jul 31, 2026 313$1.2B
LRI Investments, LLC 0002023325Jul 14, 2026 1,954$1.2B
Ledyard National Bank 0001310658Jul 16, 2026 255$1.2B
SYM FINANCIAL Corp 0000764739Aug 4, 2026 530$1.2B
E20 Capital Ltd 0002127793Aug 13, 2026 22$1.2B
Certified Advisory Corp 0001731732Jul 16, 2026 327$1.2B
United Services Automobile Association 0001021249Aug 7, 2026 15$1.2B
Linden Thomas Advisory Services, LLC 0001965702Jul 16, 2026 542$1.2B
First Nebraska Trust Co 0002134841Aug 12, 2026 231$1.2B
Caldwell Trust Co 0002080218Aug 3, 2026 811$1.2B
a16z Perennial Management, L.P. 0002009275Jul 24, 2026 61$1.2B
Continuum Advisory, LLC 0001846532Aug 6, 2026 1,986$1.2B
Spirepoint Private Client, LLC 0002022908Aug 5, 2026 332$1.2B
140 Summer Partners LP 0001820788Aug 14, 2026 20$1.2B
Silicon Valley Capital Partners 0001673633Sep 21, 2026 457$1.2B
Kintegral Advisory, LLC 0001569518Jul 29, 2026 234$1.2B
Hilltop Holdings Inc. 0001265131Aug 13, 2026 672$1.2B
Rockbridge Investment Management, LCC 0001821984Aug 14, 2026 146$1.2B
Rossmore Private Capital 0001733082Jul 31, 2026 340$1.2B
Oxbow Advisors, LLC 0001564770Aug 7, 2026 265$1.2B
Sandhill Capital Partners LLC 0001556245Aug 13, 2026 98$1.2B
Cape Cod Five Cents Savings Bank 0001054646Aug 14, 2026 203$1.2B
DLD Asset Management, LP 0001578299Aug 13, 2026 392$1.2B
Matrix Asset Advisors Inc. 0001016287Jul 15, 2026 106$1.2B
Clough Capital Partners L P 0001276144Aug 14, 2026 101$1.2B
Baader Bank Aktiengesellschaft 0001542629Jul 23, 2026 391$1.2B
West Virginia University Foundation, Inc 0002109379Aug 13, 2026 6$1.2B
TD Capital Management LLC 0001483824Aug 6, 2026 797$1.2B
Numerai GP LLC 0001668527Aug 14, 2026 710$1.2B
Zazove Associates LLC 0001009012Jul 16, 2026 139$1.2B
Folger Nolan Fleming Douglas Capital Management, Inc. 0000885415Jul 16, 2026 180$1.2B
Spartan Wealth Advisory Services LLC 0002075193Aug 5, 2026 320$1.2B
Northside Capital Management, LLC 0001631052Jul 10, 2026 187$1.2B
Norden Group LLC 0001990699Jul 29, 2026 701$1.2B
Allen Capital Group, LLC 0001601384Jul 27, 2026 316$1.2B
Godsey & Gibb, Inc. 0000887402Jul 13, 2026 383$1.2B
Monograph Wealth Advisors, LLC 0001776588Aug 14, 2026 143$1.2B
Samsara Biocapital, LLC 0001744967Aug 14, 2026 24$1.2B
Shepherd Financial Partners LLC 0001696628Aug 10, 2026 256$1.2B
Tributary Capital Management, LLC 0001441888Jul 23, 2026 135$1.2B
Thames Capital Management LLC 0001714267Aug 12, 2026 56$1.2B
Ophir Asset Management Pty Ltd 0001844640Aug 14, 2026 36$1.2B
Salomon & Ludwin, LLC 0001766156Aug 7, 2026 2,116$1.2B
E-L Financial Corp Ltd 0001697865Jul 24, 2026 1$1.2B
Mane Global Capital Management LP 0001856155Aug 14, 2026 54$1.2B
DV Trading LLC 0001721757Aug 14, 2026 395$1.2B
Nemes Rush Group LLC 0001982273Aug 14, 2026 945$1.2B
Summit Wealth Group LLC / Co. 0002081278Jul 28, 2026 396$1.2B
Moody National Bank Trust Division 0001092903Jul 7, 2026 496$1.2B
RDST Capital LLC 0001912187Aug 14, 2026 18$1.2B
Legato Capital Management LLC 0001442641Aug 6, 2026 678$1.2B
Bank of Nova Scotia Trust Co. 0001335382Aug 11, 2026 173$1.2B
Meteora Capital, LLC 0001905106Aug 14, 2026 428$1.2B
TritonPoint Partners, LLC 0002111167Aug 13, 2026 351$1.2B
Cooper Financial Group 0001751581Jul 8, 2026 448$1.2B