13F History

ManagerCIKFiledPositions13F Reported Value
ABLE Financial Group, LLC 0001977500Apr 21, 2026 206$511.1M
Call To Action Foundation 0001981942May 14, 2026 1$511.1M
Bernardo Wealth Planning LLC 0001765595Apr 15, 2026 129$510.8M
HughesLittle Investment Management Ltd. 0002106035May 6, 2026 14$510.8M
Nalanda India Equity Fund Ltd 0001622904May 13, 2026 1$510.4M
JSF Financial, LLC 0001802224May 7, 2026 126$510.1M
BetterWealth, LLC 0001911702Apr 24, 2026 85$509.8M
Prestige Wealth Management Group LLC 0001772715May 13, 2026 1,123$509.3M
Tetragon Partners GP Ltd 0001515070May 15, 2026 34$508.9M
High Note Wealth, LLC 0001807283May 11, 2026 937$508.8M
Hobart Private Capital, LLC 0001767062Apr 7, 2026 132$508.8M
Magnolia Capital Advisors LLC 0001803662May 15, 2026 281$508.7M
Oasis Advisors, LLC 0002124777May 5, 2026 210$508.7M
Machina Capital S.A.S. 0001744373May 13, 2026 353$508.4M
Wealth Dimensions Group, Ltd. 0001846462May 12, 2026 170$508.3M
Mfa Wealth Advisors, LLC 0001688184Apr 21, 2026 88$508.2M
Ascentis Wealth Management, LLC 0002032602Apr 28, 2026 679$508.1M
Bricktown Capital, LLC 0001934657Apr 16, 2026 32$507.9M
Maltese Capital Management LLC 0001040762May 15, 2026 104$507.9M
WESCAP Management Group, Inc. 0001667140May 12, 2026 107$507.6M
BCM Advisors, LLC 0001373017May 5, 2026 78$506.9M
REAP Financial Group, LLC 0002048581May 11, 2026 533$506.7M
Spirit of America Management Corp. 0001041283Apr 15, 2026 306$506.6M
Moller Wealth Partners 0001475271Apr 14, 2026 67$506.5M
Ramsay, Stattman, Vela & Price, Inc. 0001541399Apr 30, 2026 79$506.3M
West Wealth Group, LLC 0001923591May 12, 2026 130$506.0M
Bright Rock Capital Management, LLC 0001509973Apr 16, 2026 75$505.9M
Manitou Investment Management Ltd. 0001657428Apr 20, 2026 52$505.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 0001639754May 6, 2026 57$505.6M
Community Bank & Trust, Waco, Texas 0001654847Apr 17, 2026 161$504.5M
Independent Investors Inc. 0001121908Apr 17, 2026 70$503.6M
Tradewinds Capital Management, LLC 0001616026Apr 15, 2026 719$503.5M
Allegiance Financial Group Advisory Services LLC 0001964068May 8, 2026 198$502.7M
Single Point Partners, LLC 0001801184Apr 15, 2026 83$502.5M
Altrius Capital Management Inc 0001940646May 5, 2026 87$502.5M
Northwest Bancshares, Inc. 0001471265May 12, 2026 168$502.4M
Mycio Wealth Partners, LLC 0001371726Apr 29, 2026 49$501.7M
Whitaker-Myers Wealth Managers, LTD. 0001973849Apr 9, 2026 108$501.6M
Peak Retirement Planning, Inc. 0002056697May 11, 2026 152$501.5M
Uptick Partners, LLC 0002005353May 4, 2026 292$501.4M
Serenus Wealth Advisors, LLC 0002053695Apr 27, 2026 68$501.3M
Mission Creek Capital Partners, Inc. 0001801583May 14, 2026 219$501.3M
Auxano Advisors, LLC 0001811491May 4, 2026 199$501.3M
Dividend Assets Capital, LLC 0001365167Apr 28, 2026 138$501.3M
Aspen Wealth Management LLC 0001895252Apr 1, 2026 124$501.2M
Massar Capital Management, LP 0002037238May 15, 2026 230$501.0M
Centric Wealth Management 0001752761May 12, 2026 203$500.9M
Greenland Capital Management LP 0001896430May 15, 2026 222$500.4M
H/2 Credit Manager LP 0001813784May 15, 2026 19$499.7M
Precedent Wealth Partners, LLC 0002008666Apr 14, 2026 166$499.6M
Marietta Investment Partners LLC 0001114702Apr 28, 2026 161$499.4M
Harraden Circle Investments, LLC 0001910592May 15, 2026 180$499.0M
KR Capital LP 0002103364May 15, 2026 49$498.9M
Park Place Capital Corp 0001965810Apr 9, 2026 850$498.7M
SIG North Trading, ULC 0001868643May 15, 2026 81$498.5M
Holderness Investments Co. 0001184820May 12, 2026 252$497.9M
Scissortail Wealth Management, LLC 0001906793Apr 23, 2026 115$497.6M
Light Street Capital Management, LLC 0001569049May 15, 2026 23$497.3M
First Fiduciary Investment Counsel, Inc. 0001072843May 1, 2026 66$497.1M
Westchester Capital Management, Inc. 0001390063May 6, 2026 45$496.5M
TBH Global Asset Management, LLC 0001787125Apr 23, 2026 245$496.5M
Turiya Advisors Asia Ltd 0001554179May 13, 2026 5$496.2M
Quarry LP 0001965207May 15, 2026 1,355$496.1M
New Hampshire Trust 0001961742Apr 20, 2026 156$495.8M
Canton Hathaway, LLC 0001755785Apr 24, 2026 268$495.6M
Talaria Asset Management Pty Ltd 0002026352May 15, 2026 12$495.3M
Wagner Wealth Management, LLC 0001728657Apr 24, 2026 279$495.2M
Bedell Frazier Investment Counselling, LLC 0001388142May 15, 2026 128$495.0M
Stelac Advisory Services LLC 0001519676May 8, 2026 163$494.3M
Chemung Canal Trust Co. 0000790354Apr 22, 2026 112$494.1M
Lafayette Investments, Inc. 0001308377Apr 27, 2026 158$493.9M
Avidity Partners Management LP 0001791827May 28, 2026 45$493.8M
Rowlandmiller & Partners.adv 0000225816Apr 1, 2026 189$493.3M
Scott Capital Advisors, LLC 0001905673Apr 15, 2026 58$493.2M
Broad Peak Investment Advisers Pte Ltd 0001547349Apr 23, 2026 23$492.7M
Financial Sense Advisors, Inc. 0001358828May 14, 2026 142$492.7M
Cranbrook Wealth Management, LLC 0001599084Apr 15, 2026 385$491.6M
Blue Zone Wealth Advisors, LLC 0001803106Apr 16, 2026 130$491.5M
Triumph Capital Management 0001730765May 13, 2026 1,838$491.2M
Professional Financial Advisors, LLC 0001798221Apr 13, 2026 137$491.1M
Spinnaker Investment Group, LLC 0001911067Apr 8, 2026 147$491.0M
K2 Principal Fund, L.P. 0001461790May 14, 2026 396$490.9M
New York Life Insurance Co. 0000071633May 7, 2026 6$490.6M
Regent Peak Wealth Advisors LLC 0001803329Apr 14, 2026 198$490.3M
Mudita Advisors LLP 0001907809May 14, 2026 28$490.1M
BCS Wealth Management 0001798172Apr 17, 2026 248$489.9M
Intellectus Partners, LLC 0001677253Apr 10, 2026 290$489.9M
Landesbank Baden-Wuerttemberg 0000878519Jun 15, 2026 7$489.8M
Ayalon Insurance Comp Ltd. 0001642216Apr 13, 2026 61$489.6M
Exane Asset Management 0001666256Apr 29, 2026 32$489.2M
Keudell/Morrison Wealth Management 0001785498Apr 20, 2026 245$489.0M
AIGH Capital Management LLC 0001835943Apr 30, 2026 40$488.3M
Contravisory Investment Management, Inc. 0001365707Apr 20, 2026 366$488.1M
Rosenberg Matthew Hamilton 0001812103Apr 7, 2026 799$488.0M
Ackerman Capital Advisors, LLC 0001699506May 5, 2026 114$488.0M
Kendall Capital Management 0001731372Apr 24, 2026 231$488.0M
Covenant Asset Management, LLC 0001697717Apr 14, 2026 141$487.8M
Beacon Bank & Trust 0001831984Apr 28, 2026 157$487.7M
Headinvest, LLC 0001372130May 15, 2026 225$487.5M
University of Illinois Foundation 0001994249May 14, 2026 31$487.4M