13F History

ManagerCIKFiledPositions13F Reported Value
LGT Fund Management Co Ltd. 0001911284Nov 13, 2024 215$964.2M
Washington State Investment Board 0000943712Nov 14, 2024 2$963.9M
Tower Bridge Advisors 0001278249Nov 6, 2024 195$963.7M
PrairieView Partners, LLC 0001726673Oct 18, 2024 384$962.1M
Asset Advisors Investment Management, LLC 0001756695Nov 26, 2024 106$961.4M
Sawgrass Asset Management LLC 0001105467Nov 6, 2024 180$961.3M
Bain Capital Life Sciences Investors, LLC 0001703031Nov 14, 2024 24$961.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0001620943Oct 16, 2024 324$960.6M
Miller Investment Management, LP 0001407382Nov 14, 2024 104$960.4M
Ausdal Financial Partners, Inc. 0001667146Oct 4, 2024 513$960.2M
Diversified Portfolios, Inc. 0001634212Nov 6, 2024 139$958.5M
MMBG Investment Advisors Co. 0001765876Nov 13, 2024 166$958.3M
Tortoise Investment Management, LLC 0001599511Aug 7, 2025 868$957.1M
L & S Advisors Inc 0001392364Nov 12, 2024 344$956.7M
Atom Investors LP 0001738902Nov 14, 2024 456$955.2M
Y.D. More Investments Ltd 0001870364Nov 5, 2024 448$954.7M
Schwerin Boyle Capital Management Inc. 0000937522Nov 13, 2024 53$954.6M
FJ Capital Management LLC 0001599170Nov 14, 2024 120$954.3M
Carlyle Group Inc. 0001527166Nov 8, 2024 26$954.2M
Bridgewater Advisors Inc. 0001600319Oct 31, 2024 136$954.0M
Telos Capital Management, Inc. 0001567889Oct 21, 2024 196$952.8M
Entropy Technologies, LP 0001976151Nov 4, 2024 687$952.5M
Caldwell Trust Co 0002080218Sep 24, 2025 703$952.2M
Willow Creek Wealth Management Inc. 0001632407Jul 25, 2025 155$951.3M
Taikang Asset Management (Hong Kong) Co Ltd 0001755911Nov 14, 2024 107$949.1M
Silver Oak Securities, Incorporated 0001080576Oct 23, 2024 545$947.0M
Freedom Together Foundation 0002002798Nov 14, 2024 24$946.7M
ICICI Prudential Asset Management Co Ltd 0001697850Nov 5, 2024 159$946.2M
German American Bancorp, Inc. 0000714395Nov 8, 2024 128$944.8M
Dynamic Technology Lab Private Ltd 0001535387Nov 13, 2024 967$944.7M
Kovack Advisors, Inc. 0001728321Nov 5, 2024 585$944.2M
RMR Wealth Builders 0001803848Oct 21, 2024 260$943.7M
Goodnow Investment Group, LLC 0001362255Nov 14, 2024 24$942.9M
MV Capital Management, Inc. 0001633366Nov 4, 2024 1,047$942.0M
Aveo Capital Partners, LLC 0001576584Nov 12, 2024 339$941.4M
Petredis Investment Advisors LLC 0001964544Oct 15, 2024 102$940.3M
Webster Bank, N. A. 0001105837Oct 10, 2024 582$940.0M
J. Stern & Co. LLP 0002011335Nov 13, 2024 43$938.4M
Longbow Finance SA 0001965552Nov 12, 2024 87$937.2M
Prospector Partners LLC 0001080380Nov 13, 2024 93$937.2M
Zazove Associates LLC 0001009012Nov 13, 2024 128$935.2M
Atika Capital Management LLC 0001599731Nov 13, 2024 74$935.1M
Moody National Bank Trust Division 0001092903Oct 3, 2024 460$934.1M
Knollwood Investment Advisory, LLC 0001999346Nov 14, 2024 356$934.0M
Strategic Wealth Investment Group, LLC 0001802365Oct 24, 2024 129$933.3M
W.G. Shaheen & Associates DBA Whitney & Co 0001577001Nov 7, 2024 128$933.0M
Caption Management, LLC 0001706766Nov 14, 2024 423$931.9M
Ironvine Capital Partners, LLC 0001730478Nov 14, 2024 47$931.5M
BDF-Gestion 0001632812Oct 15, 2024 150$931.0M
Denali Advisors LLC 0001142941Nov 13, 2024 271$930.7M
Wescott Financial Advisory Group, LLC 0001864880Nov 12, 2024 170$930.1M
First Heartland Consultants, Inc. 0001428793Nov 5, 2024 453$930.0M
Technology Crossover Management VIII, Ltd. 0001626282Nov 13, 2024 6$929.0M
Tran Capital Management, L.P. 0001009262Oct 15, 2024 61$928.5M
SeaCrest Wealth Management, LLC 0001728121Oct 16, 2024 651$928.5M
MBL Wealth, LLC 0001845785Jan 8, 2025 207$927.7M
Dorsey Asset Management 0001671657Nov 14, 2024 12$927.6M
Allen Holding Inc. 0000919489Nov 7, 2024 14$927.1M
Voya Financial Advisors, Inc. 0001424367Nov 14, 2024 231$927.0M
Certuity, LLC 0001800752Nov 12, 2024 359$925.4M
Tensile Capital Management LP 0001598843Nov 14, 2024 17$924.9M
Beacon Financial Group 0001591379Nov 12, 2024 320$923.9M
Guardian Wealth Advisors, LLC / NC 0001901403Nov 14, 2024 452$923.7M
Monashee Investment Management LLC 0001627608Nov 12, 2024 110$923.5M
Legacy Advisors, LLC 0001720969Nov 13, 2024 376$923.3M
Carret Asset Management, LLC 0000791490Oct 24, 2024 286$921.8M
Banc Funds Co. LLC 0001029311Nov 14, 2024 125$921.4M
Sagefield Capital LP 0001771179Nov 14, 2024 94$921.0M
DDD Partners, LLC 0001729673Nov 12, 2024 102$920.9M
HTLF Bank 0002003343Oct 15, 2024 232$920.7M
Avestar Capital, LLC 0001704404Nov 13, 2024 430$918.9M
Steigerwald, Gordon & Koch Inc. 0001731876Oct 9, 2024 128$917.2M
MHR Fund Management LLC 0001277742Nov 14, 2024 9$917.0M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0001058231Oct 28, 2024 72$916.9M
Waterloo Capital, L.P. 0001730942Nov 14, 2024 354$916.3M
Oaktop Capital Management Ii, L.P. 0001550660Nov 13, 2024 15$916.3M
Amplius Wealth Advisors, LLC 0001900584Oct 16, 2024 174$916.1M
Oribel Capital Management, LP 0001661140Nov 14, 2024 34$915.6M
Richard C. Young & CO., LTD. 0001387304Nov 7, 2024 81$915.6M
Retirement Investment Advisors, Inc. 0001957886Nov 14, 2024 56$915.5M
CapWealth Advisors, LLC 0001531809Oct 31, 2024 108$915.3M
Stokes Family Office, LLC 0001802278Nov 12, 2024 227$914.1M
Marble Harbor Investment Counsel, LLC 0001387130Nov 8, 2024 210$914.1M
Moss Adams Wealth Advisors LLC 0001661245Oct 18, 2024 206$913.5M
Trigran Investments, Inc. 0001336800Nov 14, 2024 20$913.5M
Private Capital Management, LLC 0001588456Nov 14, 2024 123$913.3M
Private Capital Advisors, Inc. 0001350780Nov 4, 2024 78$913.2M
Bramshill Investments, LLC 0001619899Nov 13, 2024 133$913.0M
Verus Financial Partners, Inc. 0001481714Nov 1, 2024 98$912.9M
Strategic Investment Advisors / MI 0001760540Oct 21, 2024 239$912.8M
Caledonia Investments PLC 0001037766Oct 2, 2024 14$911.8M
Teza Capital Management LLC 0001655789Nov 14, 2024 578$911.3M
Diversified, LLC 0001841991Nov 13, 2024 229$911.0M
Diversified Enterprises, LLC 0002037264Nov 14, 2024 229$911.0M
West Coast Financial LLC 0001511985Oct 9, 2024 172$909.1M
Rockwood Wealth Management, LLC 0001983670Oct 16, 2024 89$908.8M
Nadler Financial Group, Inc. 0001541787Oct 28, 2024 122$907.1M
China Universal Asset Management Co., Ltd. 0001906594Oct 25, 2024 427$907.0M
Keeley-Teton Advisors, LLC 0001700530Nov 13, 2024 375$906.8M
Euclidean Capital LLC 0001825034Nov 14, 2024 12$906.8M