13F History

ManagerCIKFiledPositions13F Reported Value
Kemnay Advisory Services Inc. 0001555283Aug 14, 2025 23$628.8M
Ophir Asset Management Pty Ltd 0001844640Aug 14, 2025 27$628.7M
Almanack Investment Partners, LLC. 0001680613Jul 25, 2025 206$628.4M
CFM Wealth Partners LLC 0001801097Jul 23, 2025 141$628.3M
Matrix Trust Co 0001784277Jul 14, 2025 255$628.2M
KADENSA CAPITAL Ltd 0001720980Aug 14, 2025 46$628.1M
Rollins Financial Advisors, LLC 0001884018Aug 7, 2025 140$627.2M
Ellevest, Inc. 0001644128Aug 5, 2025 393$626.9M
Radnor Capital Management, LLC 0001696867Jul 9, 2025 319$626.8M
JBF Capital, Inc. 0001483864Aug 8, 2025 63$626.6M
Affinity Wealth Management LLC 0000810672Jul 15, 2025 99$626.0M
Arcadia Investment Management Corp. 0001016972Aug 8, 2025 254$625.3M
Baron Silver Stevens Financial Advisors, LLC 0001851395Jul 17, 2025 144$624.5M
Rbo & Co. LLC 0001162827Aug 12, 2025 54$623.7M
Mraz, Amerine & Associates, Inc. 0001542324Jul 23, 2025 191$623.5M
Primavera Capital Management Ltd 0001686305Aug 11, 2025 3$622.2M
KFG Wealth Management, LLC 0001919344Jul 14, 2025 200$622.1M
Hudock, Inc. 0001543536Aug 8, 2025 183$622.0M
WealthPLAN Partners, LLC 0001639943Jul 28, 2025 254$621.4M
J.P. Marvel Investment Advisors, LLC 0001426755Aug 14, 2025 64$621.0M
Tyler-Stone Wealth Management 0001912584Aug 18, 2025 330$621.0M
Brookwood Investment Group LLC 0002066812Aug 1, 2025 448$620.4M
Insight Advisors, LLC/ PA 0001844880Jul 30, 2025 280$620.3M
Euro Pacific Asset Management, LLC 0001796651Jul 23, 2025 84$619.9M
St. James Investment Company, LLC 0001504492Jul 30, 2025 31$619.6M
Thrive Wealth Management, LLC 0001847610Jul 9, 2025 229$619.3M
Unique Wealth, LLC 0001957124Jul 22, 2025 174$619.3M
Ellenbecker Investment Group 0001731497Jul 22, 2025 119$619.0M
Enclave Advisors LLC 0001836110Jul 17, 2025 116$619.0M
Kelman-Lazarov, Inc. 0001672067Jul 29, 2025 122$617.2M
NFSG Corp 0001879757Aug 19, 2025 1,321$616.3M
ADAR1 Capital Management, LLC 0001940272Aug 14, 2025 201$615.9M
Strategic Planning Group, LLC 0001875525Jul 14, 2025 77$615.7M
Mirador Capital Partners LP 0001633446Jul 9, 2025 200$615.5M
FSM Wealth Advisors, LLC 0001942548Jul 31, 2025 287$614.9M
White Lighthouse Investment Management Inc. 0001727593Jul 30, 2025 138$614.8M
Cohen Capital Management, Inc. 0001508120Jul 23, 2025 152$614.5M
Strategic Global Advisors, LLC 0001580212Aug 14, 2025 140$613.9M
Summit Asset Management, LLC 0001509974Aug 7, 2025 171$613.8M
Breakwater Capital Group 0001964309Jul 9, 2025 340$613.6M
James J. Burns & Company, LLC 0001949059Jul 15, 2025 156$613.1M
Al Mehwar Commercial Investments LLC 0001801297Aug 13, 2025 1$613.0M
Market Street Wealth Management Advisors LLC 0001767601Jul 9, 2025 99$612.9M
Valley National Advisers Inc. 0000773411Jul 22, 2025 810$612.5M
Bwcp, LP 0001787893Aug 14, 2025 27$612.2M
Ardsley Advisory Partners LP 0000900529Aug 14, 2025 108$611.9M
Polunin Capital Partners Ltd 0001629869Jul 10, 2025 27$611.9M
Gilman Hill Asset Management, LLC 0001551969Jul 9, 2025 232$611.9M
Central Bank & Trust Co. 0001175954Jul 9, 2025 180$611.6M
Harbor Advisors LLC 0001687156Aug 13, 2025 190$611.0M
L2 Asset Management, LLC 0001686988Aug 14, 2025 359$610.9M
Arlington Financial Advisors, LLC 0001716539Jul 28, 2025 85$610.8M
Polymer Capital Management (US) LLC 0001973324Aug 14, 2025 542$610.6M
Nishkama Capital, LLC 0001633799Aug 14, 2025 41$610.5M
FengHe Fund Management Pte. Ltd. 0001660531Jul 18, 2025 22$610.3M
Capricorn Investment Group LLC 0001536261Aug 12, 2025 5$610.1M
Acorn Financial Advisory Services Inc. 0001018561Jul 28, 2025 199$609.9M
Compass Financial Group, INC 0001964835Jul 22, 2025 99$609.8M
Leelyn Smith, LLC 0001777817Jul 31, 2025 134$609.6M
Watts Gwilliam & Co., LLC 0001657733Sep 19, 2025 221$609.1M
Allen Mooney & Barnes Investment Advisors LLC 0002001461Jul 8, 2025 153$608.9M
Ninety One SA (Pty) Ltd 0001491998Jul 18, 2025 74$608.8M
CoreCommodity Management, LLC 0001301743Aug 14, 2025 139$607.5M
Hamilton Point Investment Advisors, LLC 0001599746Jul 28, 2025 160$607.3M
Greystone Financial Group, LLC 0001845302Aug 7, 2025 94$607.2M
Freemont Management S.A. 0001609120Aug 7, 2025 89$607.2M
Advisors Preferred, LLC 0001598841Aug 5, 2025 190$606.3M
KPP Advisory Services LLC 0001989349Jul 30, 2025 308$606.2M
Summit Street Capital Management, LLC 0001595533Aug 14, 2025 30$606.2M
Peterson Wealth Advisors, LLC 0001713558Jul 7, 2025 97$605.8M
Claro Advisors Inc. 0001764386Aug 5, 2025 372$605.7M
Pureheart Capital Pte Ltd. 0002087977Sep 30, 2025 9$605.4M
Horst & Graben Wealth Management LLC 0001818207Jul 29, 2025 173$604.0M
K.J. Harrison & Partners Inc 0001418359Aug 5, 2025 183$603.6M
Crane Advisory, LLC 0001951283Jul 17, 2025 46$603.5M
Cadinha & Co. LLC 0000923469Jul 31, 2025 99$602.8M
Maxi Investments CY Ltd 0001838222Aug 12, 2025 107$602.4M
Wealthstream Advisors, Inc. 0001833780Jul 29, 2025 184$601.7M
CDAM (UK) Ltd 0001719387Aug 13, 2025 11$601.3M
Consolidated Press International Holdings Ltd. 0001260786Aug 14, 2025 15$600.9M
Trifecta Capital Advisors, LLC 0001962615Jul 23, 2025 478$600.9M
ThornTree Capital Partners LP 0001688511Aug 14, 2025 17$600.6M
Asio Capital, LLC 0001803291Jul 17, 2025 109$600.2M
Fox Run Management, L.L.C. 0001533457Aug 6, 2025 813$600.2M
Blue Bell Private Wealth Management, LLC 0001352860Aug 11, 2025 728$598.5M
Formidable Asset Management, LLC 0001592613Jul 16, 2025 384$597.9M
Marquette Asset Management, LLC 0001395067Jul 15, 2025 133$596.6M
Chescapmanager LLC 0001697162Aug 14, 2025 20$596.2M
IFG Advisors, LLC 0001783412Jul 28, 2025 161$595.3M
Robotti Robert 0001105838Aug 13, 2025 62$595.0M
Stanley Capital Management, LLC 0001518934Aug 13, 2025 38$594.3M
Sentinel Pension Advisors, LLC 0001802290Jul 14, 2025 122$594.1M
Somerville Kurt F 0001215208Jul 23, 2025 111$593.5M
Walmart Inc. 0000104169Aug 8, 2025 2$593.3M
Biltmore Family Office, LLC 0001731123Aug 1, 2025 281$591.9M
Wellington Shields Capital Management, LLC 0001506071Aug 5, 2025 322$591.0M
Beck Bode, LLC 0001790548Aug 8, 2025 99$591.0M
Walter Public Investments Inc. 0001925251Jul 11, 2025 43$590.4M
Serenus Wealth Advisors, LLC 0002053695Aug 13, 2025 58$588.7M
Aspen Grove Capital, LLC 0001806027Aug 14, 2025 235$588.3M