13F History

ManagerCIKFiledPositions13F Reported Value
Blueprint Investment Partners LLC 0001794467May 15, 2026 131$980.4M
Rational Advisors, Inc. 0001143565May 7, 2026 179$979.9M
Long Pond Capital, LP 0001499066May 14, 2026 32$978.1M
Mosaic Family Wealth Partners, LLC 0001965241Apr 30, 2026 286$977.0M
PSG Equity L.L.C. 0001865991May 5, 2026 1$976.9M
Berkshire Money Management, Inc. 0001535172Apr 21, 2026 52$976.4M
UNICOM Systems, Inc. 0001996154Apr 29, 2026 32$975.8M
Viking Fund Management LLC 0001169069Apr 10, 2026 142$975.6M
Abu Dhabi Investment Council Co P.J.S.C 0001814011May 15, 2026 25$974.8M
Steigerwald, Gordon & Koch Inc. 0001731876Apr 28, 2026 782$974.2M
Uniplan Investment Counsel, Inc. 0001520710May 15, 2026 183$973.9M
Stansberry Asset Management, LLC 0001725910May 15, 2026 141$972.7M
Broad Bay Capital Management, LP 0001759115May 15, 2026 24$972.5M
Jackson Wealth Management, LLC 0001536799May 11, 2026 148$972.1M
Cutler Investment Counsel LLC 0001285973May 7, 2026 146$971.1M
Mane Global Capital Management LP 0001856155May 15, 2026 57$970.7M
Cascade Financial Partners, LLC 0002021208May 12, 2026 263$970.2M
Liberty One Investment Management, LLC 0001807328May 14, 2026 154$970.0M
Stokes Family Office, LLC 0001802278May 12, 2026 276$969.0M
Bensler, LLC 0001965941May 4, 2026 194$968.9M
Pinnacle Wealth Planning Services, Inc. 0001726752May 11, 2026 2,737$968.0M
WNY Asset Management, LLC 0001803296May 22, 2026 249$967.1M
Great Lakes Retirement, Inc. 0001801667May 6, 2026 219$966.7M
Graham Holdings Co 0000104889May 15, 2026 6$966.7M
Twinbeech Capital LP 0001769646May 15, 2026 536$965.3M
Parkman Healthcare Partners LLC 0001777015May 15, 2026 89$964.6M
Red Cedar Investment Management, LLC 0001734398Apr 30, 2026 91$964.5M
HCR Wealth Advisors 0001697715Apr 21, 2026 241$964.4M
Ullmann Wealth Partners Group, LLC 0001697725Apr 13, 2026 156$963.3M
Triple Frond Partners LLC 0001454502May 15, 2026 12$962.9M
Quantitative Investment Management, LLC 0001445911May 15, 2026 363$962.5M
MASTERINVEST Kapitalanlage GmbH 0002075029May 5, 2026 292$962.5M
Red Door Wealth Management, LLC 0001783599Apr 22, 2026 306$961.5M
JGP Wealth Management, LLC 0001748278Apr 8, 2026 223$961.3M
Graves Light Lenhart Wealth, Inc. 0001759803Apr 8, 2026 197$961.1M
Navellier & Associates Inc. 0000872163May 7, 2026 326$959.5M
Oak Harvest Investment Services 0001839430Apr 23, 2026 176$958.0M
Center for Financial Planning, Inc. 0001803557May 4, 2026 658$958.0M
Bruni J V & Co. 0001078841May 7, 2026 31$957.8M
Capital Investment Services of America, Inc. 0000811360Apr 27, 2026 80$957.7M
Pekin Hardy Strauss, Inc. 0001020317May 7, 2026 478$957.0M
Focused Wealth Management, Inc 0001586052Apr 20, 2026 200$957.0M
Jia Investment Alliance Pte. LTD. 0001966595Apr 14, 2026 24$955.5M
Zazove Associates LLC 0001009012Jun 18, 2026 138$954.7M
Gryphon Financial Partners LLC 0001729094May 6, 2026 360$954.3M
Paradigm Operations LP 0001911136May 15, 2026 3$954.1M
Isthmus Partners, LLC 0001639666Apr 30, 2026 217$953.4M
Wellesley Asset Management 0001533551May 11, 2026 54$952.5M
Legacy Edge Advisors, LLC 0002105396May 11, 2026 223$951.4M
Inscription Capital, LLC 0001767868Apr 20, 2026 714$951.1M
Dock Street Asset Management Inc. 0001172779Apr 20, 2026 58$950.8M
Summit Wealth Group LLC / Co. 0002081278Apr 23, 2026 339$950.4M
PFM Health Sciences, LP 0001442756May 15, 2026 77$950.2M
Discipline Wealth Solutions, LLC 0002010507Apr 17, 2026 192$949.9M
CVA Family Office, LLC 0001802084Apr 29, 2026 1,838$949.6M
Gemsstock Ltd. 0001724140May 14, 2026 28$948.8M
HBW Advisory Services LLC 0001790525May 4, 2026 444$948.8M
Steel Grove Capital Advisors, LLC 0001166308May 7, 2026 218$947.8M
Southern Farm Bureau Life Insurance 0001831944Jun 2, 2026 15$947.2M
Two Creeks Capital Management, LP 0001606430May 15, 2026 21$947.0M
Iron Gate Global Advisors LLC 0001131181May 15, 2026 105$946.7M
V-Square Quantitative Management LLC 0001943239Apr 27, 2026 721$945.9M
Great Waters Wealth Management 0001964535Apr 17, 2026 121$944.9M
Troluce Capital Advisors LLC 0001910321May 15, 2026 46$944.7M
Provenance Wealth Advisors, LLC 0002081584Apr 20, 2026 412$944.5M
Disciplina Capital Management LLC 0001993404May 7, 2026 68$943.6M
Convergence Financial, LLC 0002034001May 11, 2026 217$943.1M
Harbour Trust & Investment Management Co 0002003557Apr 28, 2026 155$942.8M
Pertento Partners LLP 0001894571May 14, 2026 15$942.4M
Minneapolis Portfolio Management Group, LLC 0001317253May 5, 2026 33$941.7M
Synergy Asset Management, LLC 0001699080May 13, 2026 252$941.7M
Bronte Capital Management Pty Ltd. 0001471085Apr 27, 2026 51$940.9M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0001058231May 13, 2026 70$938.9M
Leuthold Group, LLC 0001170152May 6, 2026 211$938.7M
Portland Global Advisors LLC 0001504941May 11, 2026 146$938.1M
Columbus Macro, LLC 0001727269Apr 21, 2026 200$936.2M
Bath Savings Trust Co 0001384943Apr 7, 2026 168$936.1M
Intrua Financial, LLC 0001812792Apr 23, 2026 456$936.0M
Newtyn Management, LLC 0001569241May 15, 2026 33$935.8M
Private Wealth Asset Management, LLC 0001883006May 6, 2026 923$935.4M
SeaCrest Wealth Management, LLC 0001728121Apr 15, 2026 635$935.0M
Altfest L J & Co. Inc. 0000712050Apr 28, 2026 326$934.9M
PBCay One RSC Ltd 0002013737May 14, 2026 17$934.9M
Spear Holdings RSC Ltd 0002023475May 14, 2026 17$934.9M
NetEase, Inc. 0001110646May 14, 2026 2$934.5M
Tritonpoint Wealth, LLC 0002008171Apr 21, 2026 268$934.0M
Financial Plan, Inc. 0002107584Apr 27, 2026 94$932.9M
Tamar Securities, LLC 0001703081May 14, 2026 80$932.4M
Institute for Wealth Management, LLC. 0001533954May 14, 2026 540$931.3M
Moisand Fitzgerald Tamayo, LLC 0001649107Apr 14, 2026 515$930.5M
Greenline Partners, LLC 0001697323May 15, 2026 144$930.3M
Onyx Bridge Wealth Group LLC 0001819476Apr 22, 2026 373$930.0M
Opus Capital Group, LLC 0001330325Apr 30, 2026 139$929.8M
Biglari Capital Corp. 0001334429May 15, 2026 12$929.4M
Westerkirk Capital Inc. 0002080423May 14, 2026 208$928.9M
Van Cleef Asset Management,Inc 0001482935May 1, 2026 118$928.7M
DiNuzzo Private Wealth, Inc. 0001994563Apr 8, 2026 1,345$928.1M
Innovator Capital Management, LLC 0001708237May 15, 2026 10$925.0M
Tairen Capital Ltd 0001652062May 15, 2026 44$924.3M
Cahill Financial Advisors Inc. 0001600327May 13, 2026 286$923.9M