13F History

ManagerCIKFiledPositions13F Reported Value
Hussman Strategic Advisors, Inc. 0001179475Aug 1, 2024 232$363.0M
Spinnaker Investment Group, LLC 0001911067Jul 24, 2024 82$362.9M
Avion Wealth 0001792704Jul 26, 2024 1,229$362.5M
Noked Israel Ltd 0001767750Aug 14, 2024 15$362.4M
Werba Rubin Papier Wealth Management 0001971029Aug 6, 2024 168$362.3M
Professional Financial Advisors, LLC 0001798221Jul 18, 2024 102$362.2M
Wrapmanager Inc. 0001266014Aug 8, 2024 255$362.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0001794153Aug 2, 2024 143$362.0M
FDx Advisors, Inc. 0001566601Aug 2, 2024 198$361.8M
Auxano Advisors, LLC 0001811491Aug 1, 2024 150$361.7M
Clark Asset Management, LLC 0002062026Apr 28, 2025 96$361.0M
Franklin, Parlapiano, Turner & Welch, LLC 0001707856Jul 31, 2024 50$360.5M
Shayne & Jacobs, LLC 0001484085Jul 19, 2024 98$360.3M
Puzo Michael J 0001053914Aug 12, 2024 73$360.3M
Riverpoint Wealth Management Holdings, LLC 0001682733Aug 1, 2024 50$360.2M
Kiley Juergens Wealth Management, LLC 0001723223Jul 23, 2024 71$360.0M
UNIVEST FINANCIAL Corp 0000102212Aug 5, 2024 133$360.0M
Financial Insights, Inc. 0001642058Jul 16, 2024 155$359.9M
Safeguard Financial, LLC 0001922498Aug 7, 2024 100$359.6M
Blue Owl Capital Holdings LP 0001858703Aug 15, 2024 41$359.6M
Stokes Capital Advisors, LLC 0001734460Jul 19, 2024 75$359.5M
Svenska Handelsbanken AB (publ) 0001643792Jul 10, 2024 12$359.4M
New World Advisors LLC 0001767724Aug 2, 2024 73$359.3M
Shay Capital LLC 0001723643Aug 14, 2024 218$359.3M
Lifeworks Advisors, LLC 0001882132Aug 13, 2024 222$359.1M
Genworth Financial Inc 0001276520Jul 29, 2024 2$359.1M
Gardner Lewis Asset Management L P 0000941560Aug 12, 2024 64$359.0M
AXS Investments LLC 0001801467Aug 13, 2024 218$359.0M
General Pension Society PZU Joint Stock Co 0002057421Mar 10, 2025 19$358.8M
Ellsworth Advisors, LLC 0001843553Jul 18, 2024 177$358.7M
Doliver Advisors, LP 0000938077Jul 12, 2024 145$358.3M
Paradigm Asset Management Co. LLC 0001034549Aug 12, 2024 492$358.1M
Clare Market Investments LLC 0002054098Feb 20, 2025 140$357.9M
Marshall Financial Group, LLC 0001841496Jul 19, 2024 169$357.5M
Bulltick Wealth Management, LLC 0001912448Aug 13, 2024 89$357.0M
Louisbourg Investments Inc. 0002053050Jan 29, 2025 169$356.9M
Pacific Center for Financial Services 0001698222Aug 15, 2024 478$356.7M
Platte River Wealth Advisors, LLC 0001802013Jul 19, 2024 94$356.5M
DGS Capital Management, LLC 0001900110Dec 10, 2024 300$356.2M
Householder Group Estate & Retirement Specialist, LLC 0001881590Jul 17, 2024 1,177$356.2M
Sage Advisory Services, Ltd.Co. 0001534378Aug 6, 2024 46$356.2M
Elevated Capital Advisors, LLC 0001802387Aug 1, 2024 226$355.7M
Crestview Partners III GP, L.P. 0001703027Aug 13, 2024 3$355.7M
PhiloSmith Capital Corp 0001942361Jul 16, 2024 23$355.4M
Childress Capital Advisors, LLC 0001849561Aug 5, 2024 221$355.1M
Legacy Wealth Asset Management, LLC 0001846151Aug 14, 2024 339$354.6M
Inceptionr LLC 0001821561Aug 13, 2024 570$354.2M
Oakwell Private Wealth Management, LLC 0001844024Aug 8, 2024 65$354.1M
Triangle Securities Wealth Management 0001541353Jul 10, 2024 195$354.1M
Morton Community Bank 0002011821Aug 6, 2024 109$354.1M
Cornerstone Advisors Asset Management, LLC 0002044324Nov 18, 2024 102$354.0M
Varenne Capital Partners 0001902567Aug 12, 2024 14$353.9M
RJA Asset Management LLC 0001671817Jul 19, 2024 4$353.5M
WESCAP Management Group, Inc. 0001667140Aug 8, 2024 95$353.2M
Petix & Botte Co 0001803255Aug 13, 2024 122$353.0M
Saybrook Capital 0001044924Aug 7, 2024 44$353.0M
Ifrah Financial Services, Inc. 0001382646Aug 5, 2024 206$352.9M
Raffa Wealth Management, LLC 0001631073Jul 27, 2026 1,151$352.4M
Whitegate Investment Counselors, Inc. 0001667102Jul 30, 2024 65$352.3M
Finepoint Capital LP 0001608126Aug 13, 2024 25$352.3M
Elwood & Goetz Wealth Advisory Group, LLC 0001752758Jul 30, 2024 82$352.2M
Juniper Capital Advisors, L.P. 0002011609Feb 17, 2026 1$352.1M
Donoghue Forlines LLC 0001702435Aug 6, 2024 220$352.0M
Annis Gardner Whiting Capital Advisors, LLC 0001998414Aug 12, 2024 943$351.9M
Horiko Capital Management LLC 0001762718Aug 13, 2024 21$351.7M
CMT Capital Markets Trading GmbH 0001632813Aug 14, 2024 75$351.7M
Trinity Legacy Partners, LLC 0001652529Aug 14, 2024 102$351.6M
Hobart Private Capital, LLC 0001767062Jul 30, 2024 77$351.3M
JFG Wealth Management, LLC 0001766972Aug 1, 2024 56$351.2M
Debussy Capital Management LP 0001682021Aug 14, 2024 229$351.1M
Stephens Consulting, LLC 0001961632Jul 29, 2024 646$350.8M
Wealth Dimensions Group, Ltd. 0001846462Aug 9, 2024 140$350.8M
Alliance Wealth Management Group 0001623707Jul 12, 2024 83$350.3M
Southland Equity Partners LLC 0002006517Jul 12, 2024 209$350.2M
Boyd Watterson Asset Management LLC 0001121477Aug 14, 2024 441$350.1M
Rothschild Capital Partners, LLC 0001569833Aug 13, 2024 47$350.1M
Owls Nest Partners IA, LLC 0001845806Aug 14, 2024 17$350.1M
Winch Advisory Services, LLC 0001585822Jul 31, 2024 460$349.7M
State of New Jersey Common Pension Fund E 0001483260Aug 6, 2024 1$349.5M
Enstar Group LTD 0001363829Aug 14, 2024 7$349.4M
MSA Advisors, LLC 0001040410Aug 9, 2024 27$348.8M
Cornerstone Planning Group LLC 0001822587Aug 13, 2024 1,262$348.8M
Solus Alternative Asset Management LP 0001407737Aug 14, 2024 10$348.8M
Strengthening Families & Communities, LLC 0001921196Jul 22, 2024 631$348.6M
NFC Investments, LLC 0001512858Aug 12, 2024 36$348.6M
Oliver Lagore Vanvalin Investment Group 0001907568Aug 15, 2024 728$348.6M
Allegheny Financial Group 0001844148Aug 1, 2024 221$348.5M
MSD Capital, L.P. 0001105497Aug 14, 2024 3$348.4M
Sage Capital Advisors,llc 0001714107Jul 9, 2024 134$348.2M
Stonebrook Private Inc. 0002008738Aug 6, 2024 176$347.8M
ALM First Financial Advisors, LLC 0001950054Sep 20, 2024 22$347.5M
Noble Family Wealth, LLC 0001976065Jul 16, 2024 61$347.4M
Crumly & Associates Inc. 0001759578Aug 2, 2024 137$347.3M
Centric Wealth Management 0001752761Aug 13, 2024 160$347.2M
Agur Provident & Training Funds Management Ltd. 0001670627Aug 14, 2024 24$346.9M
Tiger Pacific Capital LP 0001664492Aug 14, 2024 12$346.9M
C Partners Holding GmbH 0001634083Aug 14, 2024 13$346.7M
Aikya Investment Management Ltd 0002005403Aug 13, 2024 3$346.4M
Shakespeare Wealth Management, LLC 0001658509Aug 13, 2024 89$346.2M
Integris Wealth Management, LLC 0001750852Jul 19, 2024 93$346.2M