13F History

ManagerCIKFiledPositions13F Reported Value
Capital Group Investment Management Pte. LTD. 0001939970Aug 13, 2025 144$561.4M
Gemsstock Ltd. 0001724140Aug 14, 2025 17$560.9M
Deltec Asset Management LLC 0001269950Jul 18, 2025 191$560.8M
First Bank & Trust 0001692632Jul 9, 2025 243$560.5M
Oliver Luxxe Assets LLC 0001666239Jul 14, 2025 182$560.4M
Towercrest Capital Management 0001633288Aug 5, 2025 89$560.2M
Pettyjohn, Wood & White, Inc. 0001128213Aug 12, 2025 197$559.8M
Advocate Group LLC 0001853401Jul 25, 2025 119$559.4M
Fortis Capital Advisors, LLC 0001959790Jul 21, 2025 240$559.1M
MA Private Wealth 0001767474Jul 24, 2025 80$559.0M
Te Ahumairangi Investment Management Ltd 0001832237Aug 13, 2025 87$558.6M
Cypress Wealth Services, LLC 0001721527Jul 28, 2025 318$558.6M
Alpha Omega Wealth Management LLC 0001665633Jul 15, 2025 206$558.4M
Financial Management Network Inc. 0001844831Jul 10, 2025 176$558.1M
Summit Financial Wealth Advisors, LLC 0001632283Sep 29, 2025 168$557.5M
Stamos Capital Partners, L.P. 0001705399Aug 14, 2025 138$557.5M
Woodson Capital Management, LP 0001697848Aug 14, 2025 26$557.3M
Boston Standard Wealth Management, LLC 0001630939Jul 2, 2025 48$555.1M
AdvisorShares Investments LLC 0001425930Aug 4, 2025 294$554.7M
WPWealth LLP 0001950118Aug 11, 2025 90$554.5M
Tetragon Partners GP Ltd 0001515070Aug 14, 2025 36$554.5M
III Capital Management 0001783139Aug 14, 2025 49$554.4M
Northwest Wealth Management, LLC 0001695344Jul 17, 2025 205$553.3M
Fiduciary Financial Group, LLC 0001925420Jul 3, 2025 298$553.2M
Tsfg, LLC 0001800513Aug 5, 2025 853$552.6M
Armbruster Capital Management, Inc. 0001664847Jul 23, 2025 128$552.1M
Bricktown Capital, LLC 0001934657Jul 25, 2025 26$552.1M
Paragon Capital Management Ltd 0001569765Jul 16, 2025 214$551.7M
Crestview Partners II GP, L.P. 0001505639Aug 12, 2025 3$551.7M
Princeton Global Asset Management LLC 0001767349Jul 30, 2025 755$551.0M
GCQ FUNDS MANAGEMENT PTY Ltd 0002031554Aug 15, 2025 11$550.8M
Dividend Assets Capital, LLC 0001365167Aug 14, 2025 139$550.7M
Redwood Capital Management, LLC 0001316622Aug 14, 2025 11$550.6M
Fortis Group Advisors, LLC 0001815183Aug 8, 2025 528$550.5M
Essex Investment Management Co. LLC 0000201772Aug 12, 2025 298$550.0M
Cooper Investors PTY Ltd. 0001561728Jul 11, 2025 46$549.7M
Gries Financial LLC 0001049662Jul 14, 2025 295$549.6M
D L Carlson Investment Group Inc. 0001021117Aug 13, 2025 130$548.6M
Hutchinson Capital Management 0001078246Aug 4, 2025 92$548.0M
Duncker Streett & Co. Inc. 0001020585Jul 28, 2025 512$548.0M
Yelin Lapidot Holdings Management Ltd. 0001590495Aug 6, 2025 96$547.6M
Anson Funds Management LP 0001491072Aug 14, 2025 93$547.5M
Triasima Portfolio Management inc. 0001938757Jul 23, 2025 128$547.2M
Topsail Wealth Management, LLC 0002056627Jul 31, 2025 240$547.2M
PBMares Wealth Management LLC 0001801682Jul 18, 2025 187$546.5M
Grace & White Inc. 0000903064Jul 24, 2025 137$546.3M
SOA Wealth Advisors, LLC. 0001849444Jul 18, 2025 879$546.2M
Rainey & Randall Wealth Advisors Inc. 0001728355Jul 21, 2025 73$546.1M
Riverstone Holdings LLC 0001247497Aug 7, 2025 4$545.9M
Peak Asset Management, LLC 0001632512Aug 14, 2025 148$545.7M
Jackson Hole Capital Partners, LLC 0001767049Jul 31, 2025 283$545.5M
ParaFi Capital LP 0001919332Aug 14, 2025 11$545.3M
Pacific Capital Wealth Advisors, Inc. 0001803523Jul 9, 2025 73$545.0M
Retirement Income Solutions, Inc. 0001730386Jul 15, 2025 158$545.0M
Providence Capital Advisors, LLC 0001730814Aug 13, 2025 232$544.7M
Woodard & Co. Asset Management Group Inc. 0000771118Jul 29, 2025 137$544.6M
Stone House Investment Management, LLC 0001696497Aug 6, 2025 520$544.0M
Greencape Capital Pty Ltd 0001731029Aug 13, 2025 3$543.9M
Coerente Capital Management 0001860790Jul 24, 2025 39$543.8M
Virtue Capital Management, LLC 0001729985Aug 13, 2025 261$543.5M
Martin & Co. Inc. 0001008868Aug 13, 2025 105$543.4M
Walkner Condon Financial Advisors LLC 0001817494Aug 6, 2025 277$543.4M
Bearing Point Capital, LLC 0002052916Aug 7, 2025 165$543.4M
CacheTech Inc. 0002013390Sep 25, 2025 196$543.2M
Maytus Capital Management, LLC 0001708759Aug 14, 2025 65$542.9M
Castellan Group 0001832521Aug 12, 2025 31$542.8M
Wilsey Asset Management Inc. 0001598379Jul 15, 2025 24$542.8M
Partners in Financial Planning 0002054264Aug 4, 2025 107$542.3M
Impact Partnership Wealth, LLC 0001984555Aug 4, 2025 289$542.2M
Annandale Capital, LLC 0001811739Aug 13, 2025 118$542.2M
EFG Asset Management (Americas) Corp. 0001598340Aug 12, 2025 135$542.2M
Noked Israel Ltd 0001767750Aug 14, 2025 12$541.9M
Burling Wealth Partners, LLC 0002054946Aug 8, 2025 173$541.7M
Entrust Global Partners L L C 0001080818Aug 14, 2025 5$541.3M
Systelligence, LLC 0001882691Jul 29, 2025 55$540.8M
Matthew Goff Investment Advisor, LLC 0000935359Jul 11, 2025 96$540.6M
Personal Cfo Solutions, LLC 0001677501Aug 12, 2025 481$540.5M
KRYGER CAPITAL Ltd 0001911807Aug 6, 2025 16$540.5M
Rovida Investment Management Ltd 0002053064Aug 8, 2025 17$540.4M
RV Capital AG 0001766596Jul 8, 2025 12$540.2M
Ascentis Independent Advisors 0001845003Jul 14, 2025 434$540.1M
TB Alternative Assets Ltd. 0001483503Jul 16, 2025 41$540.0M
Wooster Corthell Wealth Management, Inc. 0001566968Jul 14, 2025 64$540.0M
Orion Resource Partners LP 0002032200Aug 14, 2025 24$539.7M
JB Capital Partners LP 0001138532Aug 13, 2025 82$539.5M
Martel Wealth Advisors LLC 0002039437Jul 18, 2025 70$539.4M
Westside Investment Management, Inc. 0001538383Aug 5, 2025 1,287$539.2M
GWN Securities Inc. 0001265905Aug 1, 2025 395$539.2M
Secure Asset Management, LLC 0001800692Jul 10, 2025 305$538.5M
Perennial Advisors, LLC 0001697360Jul 15, 2025 123$538.3M
Baker Chad R 0001666470Jul 11, 2025 50$538.3M
Amarillo National Bank 0001053013Jul 16, 2025 78$538.0M
SeaBridge Investment Advisors LLC 0001304229Jul 17, 2025 196$537.9M
Pier 88 Investment Partners LLC 0001697366Aug 7, 2025 105$537.8M
Lawson Kroeker Investment Management Inc. 0001013701Jul 25, 2025 97$537.6M
Financial Advisors, LLC 0001766909Jul 29, 2025 78$536.9M
Mitchell McLeod Pugh & Williams Inc. 0001632105Jul 28, 2025 272$536.8M
Overbrook Management Corp 0001269786Jul 17, 2025 45$536.5M
Summit X, LLC 0001697729Aug 7, 2025 255$536.4M
First Turn Management, LLC 0001993440Aug 14, 2025 35$536.0M