13F History

ManagerCIKFiledPositions13F Reported Value
Nellore Capital Management LLC 0001846677Feb 17, 2026 11$893.3M
Mark Asset Management LP 0000860176Feb 17, 2026 39$892.6M
Cypress Capital Group 0001341748Feb 11, 2026 232$892.6M
Navellier & Associates Inc. 0000872163Feb 3, 2026 328$892.4M
Redhawk Wealth Advisors, Inc. 0001535811Jan 14, 2026 366$891.8M
River Wealth Advisors LLC 0001642570Feb 13, 2026 208$891.7M
Rock Creek Group LLC 0001484067Feb 10, 2026 52$891.7M
Ophir Asset Management Pty Ltd 0001844640Feb 17, 2026 32$891.6M
Evermay Wealth Management LLC 0001066816Jan 22, 2026 571$891.2M
Per Stirling Capital Management, LLC. 0001689933Feb 17, 2026 300$890.8M
Quantum Financial Advisors, LLC 0001929139Jan 12, 2026 220$890.5M
Eubel Brady & Suttman Asset Management Inc. 0001080382Feb 5, 2026 112$890.0M
Redwood Investment Management, LLC 0001717479Aug 26, 2026 295$889.8M
Bison Wealth, LLC 0001845251Mar 24, 2026 429$889.4M
Grove Bank & Trust 0001662212Jan 8, 2026 856$889.0M
Benchstone Capital Management LP 0002016777Feb 17, 2026 43$887.9M
Schneider Downs Wealth Management Advisors, LP 0001665359Feb 12, 2026 156$887.1M
Dupont Capital Management Corp. 0001128251Jan 26, 2026 103$887.0M
Capital Advisors, Ltd. LLC 0001597878Jan 21, 2026 1,536$886.7M
Baldwin Investment Management, LLC 0001346378Feb 13, 2026 207$885.8M
Moisand Fitzgerald Tamayo, LLC 0001649107Jan 14, 2026 515$885.5M
Permian Investment Partners, LP 0001472850Feb 13, 2026 11$882.7M
RPG Investment Advisory, LLC 0001666664Jan 20, 2026 91$881.2M
Romano Brothers and Company 0000200648Jan 14, 2026 314$880.0M
180 Wealth Advisors, LLC 0001730817Jan 9, 2026 471$878.3M
Minneapolis Portfolio Management Group, LLC 0001317253Feb 10, 2026 31$878.1M
Goldstein Advisors, LLC 0001963807Feb 10, 2026 225$877.7M
Absolute Investment Advisers, LLC 0001316187Jan 28, 2026 121$877.1M
Broad Bay Capital Management, LP 0001759115Feb 17, 2026 28$875.4M
First Turn Management, LLC 0001993440Feb 13, 2026 33$875.2M
Wealth Management Nebraska 0002042783Jan 28, 2026 91$874.8M
Iron Triangle Partners LP 0001779763Feb 17, 2026 27$874.7M
Greenline Partners, LLC 0001697323Feb 17, 2026 149$874.1M
MPM Bioimpact LLC 0001687078Feb 17, 2026 38$874.0M
Quadcap Wealth Management, LLC 0002009674Jan 29, 2026 386$873.6M
Disciplina Capital Management LLC 0001993404Feb 11, 2026 68$873.5M
Souders Financial Advisors 0001811240Feb 2, 2026 208$873.2M
Kim, LLC 0001888968Feb 2, 2026 73$873.2M
Insight Wealth Strategies, LLC 0001749914Jan 2, 2026 171$872.1M
St. Louis Trust Co 0001661144Feb 9, 2026 146$872.1M
Destiny Wealth Partners, LLC 0001844369Feb 3, 2026 211$871.5M
Financial Plan, Inc. 0002107584Jan 28, 2026 94$871.1M
Semper Augustus Investments 0001115373Feb 17, 2026 39$869.6M
CVA Family Office, LLC 0001802084Jan 12, 2026 1,288$869.5M
Ascent Wealth Partners, LLC 0001546865Feb 2, 2026 183$869.0M
8 Knots Management, LLC 0001849457Feb 13, 2026 12$868.1M
Twin Focus Capital Partners, LLC 0001387761Feb 17, 2026 180$867.7M
Aviance Capital Partners, LLC 0001542383Feb 6, 2026 361$867.6M
Northcape Capital Pty Ltd 0001686776Jan 21, 2026 8$866.9M
One Madison Group LLC 0001728278Feb 17, 2026 27$866.6M
Keebeck Wealth Management 0001803675Feb 17, 2026 366$866.5M
Atlas Venture Life Science Advisors, LLC 0001917529Feb 13, 2026 8$865.2M
Financial Partners Group, Inc 0001731169Feb 3, 2026 227$864.9M
Marietta Wealth Management, LLC 0001697847Jan 28, 2026 124$864.5M
Baxter Bros Inc. 0001096783Jan 26, 2026 165$864.2M
Novem Group 0001926783Jan 27, 2026 406$863.7M
Quantum Capital Management, LLC / NJ 0001513125Feb 13, 2026 34$863.7M
Portfolio Strategies, Inc. 0001753271Jan 27, 2026 60$863.7M
IAG Wealth Partners, LLC 0001827261Feb 10, 2026 497$863.6M
B&D White Capital Company, LLC 0001752523Feb 13, 2026 72$863.2M
Philip James Wealth Mangement, LLC 0002002630Jan 20, 2026 170$863.2M
Viking Fund Management LLC 0001169069Jan 12, 2026 137$862.8M
Advyzon Investment Management, LLC 0002011872Feb 13, 2026 569$862.0M
Claret Asset Management Corp 0001735513Feb 11, 2026 383$861.7M
Stockman Wealth Management, Inc. 0001389400Jan 29, 2026 178$858.6M
Wolf Hill Capital Management, LP 0001785988Feb 13, 2026 22$858.6M
Genus Capital Management Inc. 0001532385Feb 9, 2026 195$858.5M
Archford Capital Strategies, LLC 0001606609Jan 15, 2026 334$858.1M
WoodTrust Financial Corp 0001725247Jan 30, 2026 180$856.8M
Howard Financial Services, LTD. 0001768130Jan 12, 2026 205$855.1M
ICICI Prudential Asset Management Co Ltd 0001697850Feb 12, 2026 157$854.7M
Nelson Capital Management, LLC 0001512611Feb 10, 2026 107$854.6M
Alley Investment Management Company, LLC 0001917618Jan 27, 2026 90$854.4M
FORM Wealth Advisors, LLC 0002053294Jan 28, 2026 59$854.2M
Philosophy Capital Management LLC 0001869199Feb 17, 2026 34$854.1M
Long Pond Capital, LP 0001499066Feb 13, 2026 30$851.2M
Revolve Wealth Partners, LLC 0001808992Jan 20, 2026 228$850.7M
Boulay Financial Advisors, LLC 0002056342Feb 12, 2026 5$850.5M
Capital Investment Counsel, Inc 0001418421Jan 23, 2026 261$850.4M
Patton Albertson Miller Group, LLC 0001511037Feb 3, 2026 214$850.3M
HHM Wealth Advisors, LLC 0001750086Jan 22, 2026 843$847.5M
Mattern Capital Management, LLC 0001803227Jan 29, 2026 170$846.9M
Professional Advisory Services Inc. 0000894205Jan 12, 2026 80$846.4M
Community Bank, N.A. 0001632187Feb 4, 2026 488$846.1M
Greatmark Investment Partners, Inc. 0001540944Jan 27, 2026 143$845.5M
Absher Wealth Management, LLC 0001802534Jan 28, 2026 73$843.0M
Ninepoint Partners LP 0001715635Feb 17, 2026 158$842.5M
Prime Capital Management Co Ltd 0001448793Feb 12, 2026 6$842.0M
GFS Advisors, LLC 0001427263Feb 11, 2026 173$842.0M
Longaeva Partners L.P. 0002054122Feb 17, 2026 114$840.8M
Hill Investment Group Partners, LLC 0001979028Feb 17, 2026 50$840.6M
Politan Capital Management LP 0001885245Feb 17, 2026 3$840.6M
Mizuho Bank, Ltd. 0001512734Feb 12, 2026 6$840.3M
12 West Capital Management LP 0001540531Feb 17, 2026 18$839.7M
Patriot Financial Group Insurance Agency, LLC 0001694883Jan 26, 2026 501$838.8M
Slow Capital, Inc. 0001716984Jan 26, 2026 113$837.4M
Marathon Trading Investment Management LLC 0001572748Feb 13, 2026 182$837.2M
Consolidated Investment Group LLC 0001556168Jan 26, 2026 66$835.9M
Rodgers Brothers Inc. 0001397290Feb 13, 2026 238$835.4M
Bain Capital Prairie, LLC 0002067353Feb 17, 2026 1$835.4M