13F History

ManagerCIKFiledPositions13F Reported Value
American Investment Services, Inc. 0001369913May 13, 2025 157$568.1M
Human Investing LLC 0001767513May 15, 2025 91$567.9M
Marquette Asset Management, LLC 0001395067Apr 9, 2025 147$567.5M
Advisory Research Inc. 0000902584May 14, 2025 148$567.3M
CFM Wealth Partners LLC 0001801097Apr 25, 2025 139$567.1M
Capital Advisors Wealth Management, LLC 0001824700Apr 25, 2025 181$566.0M
JT Stratford LLC 0001689013May 14, 2025 276$565.6M
SoftVest Advisors, LLC 0001803391May 15, 2025 2$565.0M
Montecito Bank & Trust 0001422508Apr 17, 2025 280$565.0M
PAX Financial Group, LLC 0001803673May 2, 2025 246$564.2M
True North Advisors, LLC 0001634556May 12, 2025 243$564.1M
CHICAGO TRUST Co NA 0001601539Apr 14, 2025 366$563.9M
Dimension Capital Management LLC 0001041773May 15, 2025 99$563.8M
Leelyn Smith, LLC 0001777817May 2, 2025 129$562.8M
Poplar Forest Capital LLC 0001454949May 6, 2025 52$562.6M
Logos Global Management LP 0001792126May 15, 2025 39$562.5M
Bremer Bank National Association 0001775321Apr 10, 2025 176$561.6M
Breakwater Capital Group 0001964309Apr 10, 2025 326$561.2M
Samsara Biocapital, LLC 0001744967May 15, 2025 37$560.8M
Sirios Capital Management L P 0001104883May 15, 2025 62$560.2M
White Lighthouse Investment Management Inc. 0001727593May 12, 2025 133$560.0M
Parker Investment Management, LLC 0001672070May 1, 2025 31$559.6M
James J. Burns & Company, LLC 0001949059Apr 8, 2025 143$558.3M
Horst & Graben Wealth Management LLC 0001818207Apr 30, 2025 161$557.5M
Tyler-Stone Wealth Management 0001912584May 13, 2025 318$557.3M
Silchester International Investors LLP 0001506409Apr 16, 2025 4$557.3M
Simcoe Capital Management, LLC 0001633362May 14, 2025 15$557.1M
Belmont Capital, LLC 0001793367May 15, 2025 170$556.9M
Oarsman Capital, Inc. 0001569667May 14, 2025 233$556.6M
Ellenbecker Investment Group 0001731497Apr 15, 2025 112$556.5M
Hamilton Point Investment Advisors, LLC 0001599746May 6, 2025 155$556.1M
Artemis Wealth Advisors, LLC 0001767435Apr 30, 2025 22$556.0M
Mirova 0001767843May 14, 2025 134$555.9M
LM Advisors LLC 0002011314May 13, 2025 215$555.4M
Pathway Financial Advisors LLC 0001738828Apr 16, 2025 169$555.2M
Valley National Advisers Inc. 0000773411Apr 25, 2025 813$554.2M
MJP Associates Inc. 0000715113Apr 30, 2025 220$554.1M
Gleason Group, Inc. 0001822632Apr 11, 2025 190$553.5M
Crane Advisory, LLC 0001951283Apr 17, 2025 44$553.2M
Acorn Financial Advisory Services Inc. 0001018561Apr 29, 2025 188$553.1M
Fermata Advisors, LLC 0001859259Apr 10, 2025 285$552.7M
Arcadia Investment Management Corp. 0001016972Apr 30, 2025 270$552.6M
Schneider Downs Wealth Management Advisors, LP 0001665359May 13, 2025 141$552.1M
Credit Industriel Et Commercial 0001274419May 15, 2025 215$552.0M
Stablepoint Partners, LLC 0002011237Apr 11, 2025 242$552.0M
Goehring & Rozencwajg Associates, LLC 0001863154Apr 29, 2025 42$551.7M
Well Done, LLC 0001667132Apr 21, 2025 178$551.6M
Wellington Shields Capital Management, LLC 0001506071May 8, 2025 313$551.4M
Euro Pacific Asset Management, LLC 0001796651May 9, 2025 79$551.1M
Greystone Financial Group, LLC 0001845302Apr 14, 2025 99$550.9M
Kelman-Lazarov, Inc. 0001672067May 6, 2025 116$550.9M
Permanens Capital L.P. 0001599637May 15, 2025 59$550.7M
Buck Wealth Strategies, LLC 0001973259Apr 22, 2025 124$550.3M
KFG Wealth Management, LLC 0001919344Apr 11, 2025 189$550.1M
Hazelview Securities Inc. 0001705265May 13, 2025 33$550.1M
Algebris (uk) Ltd. 0001700286May 8, 2025 43$550.0M
RWC Asset Advisors (us) LLC 0001638081May 7, 2025 19$549.0M
Capital Advantage, Inc. 0001628896Apr 10, 2025 135$548.8M
Advocate Group LLC 0001853401Apr 22, 2025 114$548.3M
Consolidated Press International Holdings Ltd. 0001260786May 15, 2025 14$547.9M
Blueprint Investment Partners LLC 0001794467May 12, 2025 96$547.5M
Schmidt P J Investment Management Inc. 0001008895May 21, 2025 184$546.0M
Morningstar Investment Services LLC 0001478215May 5, 2025 134$546.0M
Situational Awareness 0002045724May 14, 2025 11$546.0M
GC Wealth Management RIA, LLC 0002011169May 12, 2025 305$544.8M
Northwest Bancshares, Inc. 0001471265May 7, 2025 181$544.2M
Founders Capital Management, LLC 0001585828Apr 15, 2025 76$543.7M
Bell Asset Management Ltd 0001681004May 14, 2025 66$543.5M
Sentinel Pension Advisors, LLC 0001802290Apr 14, 2025 111$543.4M
Catalyst Financial Partners LLC 0001927537May 2, 2025 286$543.3M
Olstein Capital Management, L.P. 0000947996Apr 14, 2025 98$543.2M
Standpoint Asset Management, LLC 0001780423May 15, 2025 8$542.6M
Matthew Goff Investment Advisor, LLC 0000935359Apr 21, 2025 104$542.1M
Lawson Kroeker Investment Management Inc. 0001013701Apr 28, 2025 89$541.9M
Sky Investment Group LLC 0001333792Apr 16, 2025 137$541.7M
Bell Investment Advisors, Inc 0001890149May 16, 2025 1,904$541.2M
Asset Management Group, Inc. 0001511550May 14, 2025 132$541.1M
Bordeaux Wealth Advisors LLC 0001821271Apr 24, 2025 158$540.4M
Aster Capital Management (DIFC) Ltd 0002040915May 15, 2025 1,201$540.2M
Solel Partners LP 0001790604May 15, 2025 21$540.1M
Endurance Services Ltd 0002011025May 14, 2025 14$539.6M
Smithbridge Asset Management Inc. 0001103245Apr 16, 2025 126$539.6M
Ninety One SA (Pty) Ltd 0001491998Apr 30, 2025 74$539.6M
Round Rock Advisors LLC 0001846991Apr 30, 2025 216$539.2M
Affinity Wealth Management LLC 0000810672Apr 11, 2025 95$539.1M
Sompo Asset Management Co., Ltd. 0001533504May 14, 2025 193$538.5M
Oliver Luxxe Assets LLC 0001666239May 14, 2025 188$538.2M
Abc Arbitrage SA 0002049221May 9, 2025 191$538.1M
Calydon Capital 0001759271May 15, 2025 244$537.7M
O'Brien Wealth Partners LLC 0001689874Apr 28, 2025 72$537.1M
Beck Bode, LLC 0001790548May 14, 2025 101$536.4M
Walter Public Investments Inc. 0001925251Apr 30, 2025 43$536.2M
Praesidium Investment Management Company, LLC 0001320769May 15, 2025 13$535.1M
Wealthstream Advisors, Inc. 0001833780May 7, 2025 164$534.5M
Cigna Investments Inc. 0000049969May 15, 2025 441$534.4M
Elk River Wealth Management LLC 0001844107Apr 11, 2025 93$534.2M
Paloma Partners Management Co 0001103882May 15, 2025 107$534.1M
Cornerstone Management, Inc. 0001587867Apr 22, 2025 54$534.1M
Tounjian Advisory Partners, LLC 0002039850Apr 14, 2025 234$534.0M
Bricktown Capital, LLC 0001934657Apr 21, 2025 26$533.8M