13F History

ManagerCIKFiledPositions13F Reported Value
Aspire Private Capital, LLC 0001767340Jan 16, 2026 169$449.6M
Long Walk Management LP 0001869470Feb 12, 2026 10$449.5M
Barry Investment Advisors, LLC 0001631639Feb 9, 2026 102$449.3M
Thrive Capital Management, LLC 0001845943Feb 9, 2026 174$449.0M
Bulldog Investors, LLP 0001504304Feb 13, 2026 221$449.0M
Graticule Asia Macro Advisors LLC 0001619390Feb 6, 2026 2$449.0M
Raub Brock Capital Management LP 0001554656Jan 15, 2026 40$448.9M
Plimoth Trust Co. LLC 0001623678Jan 27, 2026 172$448.8M
Kettle Hill Capital Management, LLC 0001387369Feb 17, 2026 39$448.4M
Shelter Mutual Insurance Co 0001455288Feb 13, 2026 58$448.3M
Benin Management CORP 0001352871Jan 12, 2026 138$448.0M
Farmers National Bank 0001632966Mar 12, 2026 185$448.0M
Herold Advisors, Inc. 0001891713Feb 17, 2026 247$447.5M
Pier 88 Investment Partners LLC 0001697366Feb 4, 2026 117$447.3M
Rit Capital Partners PLC 0000939334Feb 9, 2026 12$447.2M
E&G Advisors, LLC 0001598550Jan 23, 2026 231$447.2M
Everest Financial Group LLC 0002056391May 14, 2026 89$447.0M
Wealth Group Ltd 0002010748Jan 12, 2026 89$446.8M
Fairvoy Private Wealth, LLC 0002046607Jan 14, 2026 191$446.7M
Birnam Oak Advisors, LP 0001997245Feb 17, 2026 32$446.5M
3Chopt Investment Partners, LLC 0001978521Feb 10, 2026 231$446.3M
Kraft, Davis & Associates, LLC 0001919438Jan 14, 2026 151$446.2M
Frisch Financial Group, Inc. 0001767730Feb 6, 2026 163$446.1M
Townsquare Capital LLC 0001761755Feb 11, 2026 244$446.1M
Genworth Financial Inc 0001276520Jan 23, 2026 2$445.8M
Strategic Family Wealth Counselors, L.L.C. 0001729755Feb 4, 2026 217$445.5M
Addison Advisors LLC 0001843745Feb 6, 2026 898$445.1M
Silverlake Wealth Management LLC 0001966026Jan 9, 2026 356$445.1M
GR Financial Group, LLC 0002011751Feb 5, 2026 28$445.1M
Ami Investment Management Inc. 0001122241Jan 14, 2026 74$445.0M
Financial & Tax Architects, LLC 0001758543Jan 21, 2026 103$445.0M
SoftVest Advisors, LLC 0001803391Feb 13, 2026 2$444.7M
Bank of New Hampshire 0001870761Mar 16, 2026 462$444.7M
Wolff Financial Management LLC 0001767940Feb 6, 2026 101$444.6M
Founders Grove Wealth Partners, LLC 0002046157Jan 12, 2026 151$444.6M
Twelve Points Wealth Management LLC 0001877090Jan 23, 2026 196$444.3M
Venator Management LLC 0001838211Feb 12, 2026 27$443.6M
Axq Capital, LP 0001916908Feb 10, 2026 702$443.4M
Archer Investment Corp 0001803804Jan 30, 2026 1,184$443.3M
Longfellow Investment Management Co. LLC 0001167487Feb 11, 2026 234$443.3M
Delta Air Lines, Inc. 0000027904Feb 13, 2026 3$442.9M
Grace & Mercy Foundation, Inc. 0001715783Feb 17, 2026 18$442.6M
CM Wealth Advisors LLC 0001764581Jan 26, 2026 138$442.6M
Grey Ledge Advisors, LLC 0001660694Feb 5, 2026 233$442.2M
Outlook Wealth Advisors, LLC 0001767151Feb 11, 2026 298$442.2M
Ancient Art, L.P. 0001426749Feb 17, 2026 11$442.1M
Waterway Wealth Management, LLC 0001992193Feb 17, 2026 83$441.8M
Mystic Asset Management, Inc. 0001912460Jan 28, 2026 219$441.8M
Park Edge Advisors, LLC 0001965659Jan 16, 2026 150$441.7M
Compton Financial Group, LLC 0001844567Feb 5, 2026 62$441.6M
Atlanta Consulting Group Advisors, LLC 0002019038Feb 11, 2026 160$441.6M
Dynamic Technology Lab Private Ltd 0001535387Feb 13, 2026 705$441.4M
Roof Eidam Maycock Peralta, LLC 0001028874Jan 26, 2026 128$441.3M
MIC Capital Management UK LLP 0001889830Feb 17, 2026 13$441.3M
First Reserve GP XIII Ltd 0001706604Feb 17, 2026 2$441.0M
Aikya Investment Management Ltd 0002005403Feb 2, 2026 4$441.0M
Shulman DeMeo Asset Management LLC 0001767070Jan 14, 2026 119$441.0M
Petix & Botte Co 0001803255Feb 5, 2026 133$440.8M
Parisi Gray Wealth Management 0001716659Jan 7, 2026 135$440.5M
Boston Research & Management Inc. 0001259261Aug 27, 2026 121$439.9M
Mason & Associates, LLC 0001895045Jan 21, 2026 39$439.8M
Astoria Portfolio Advisors LLC. 0001931642Feb 24, 2026 288$439.7M
Whitener Capital Management, Inc. 0000825217Jan 23, 2026 169$439.4M
Integris Wealth Management, LLC 0001750852Jan 21, 2026 121$439.4M
Msop Gp, L.L.C. 0001672666Feb 17, 2026 3$439.3M
Crow's Nest Holdings LP 0001898772Feb 17, 2026 9$439.2M
WealthBridge Capital Management, LLC 0001767313Jan 21, 2026 208$438.9M
Tree Line Advisors (Hong Kong) Ltd. 0001535096Feb 13, 2026 6$438.9M
Leading Edge Financial Planning LLC 0001967205Jan 21, 2026 66$438.8M
Sector Gamma As 0001475373Feb 12, 2026 36$438.7M
Millstreet Capital Management LLC 0001590729Feb 17, 2026 3$438.7M
BetterWealth, LLC 0001911702Jan 15, 2026 70$438.6M
Scissortail Wealth Management, LLC 0001906793Jan 29, 2026 107$438.5M
PKS Advisory Services, LLC 0001605401Feb 2, 2026 255$438.4M
Mandatum Life Insurance Co Ltd 0001664324Feb 11, 2026 77$438.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0001737090Jan 29, 2026 189$437.9M
Stokes Capital Advisors, LLC 0001734460Jan 12, 2026 80$437.9M
Standpoint Asset Management, LLC 0001780423Feb 12, 2026 8$437.7M
Prentice Wealth Management LLC 0001864229Jan 30, 2026 113$437.6M
Smith & Howard Wealth Management, LLC 0001543991Feb 3, 2026 80$437.0M
Schusterman Interests, LLC 0001857024Feb 17, 2026 9$436.9M
Q3 Asset Management 0001732543Jan 27, 2026 62$436.9M
Tempus Wealth Planning, LLC 0001806428Jan 16, 2026 275$436.5M
Van Den Berg Management I, Inc. 0001142062Feb 17, 2026 126$436.5M
Laurore Ltd 0002082507Jan 28, 2026 1$436.2M
First PREMIER Bank 0001653926Jan 23, 2026 377$436.2M
Kelleher Financial Advisors 0001507971Jan 20, 2026 727$436.0M
Trinity Legacy Partners, LLC 0001652529Jan 26, 2026 97$435.9M
Collective Family Office LLC 0001845066Jan 6, 2026 156$435.9M
Prudent Investors Network, Inc. 0001766005Feb 5, 2026 73$435.8M
West Michigan Advisors, LLC 0001909879Jan 28, 2026 271$435.6M
Meiji Yasuda America Inc 0002072353Feb 12, 2026 56$435.6M
Lighthouse Financial Services Inc. 0001068979Feb 3, 2026 95$434.9M
Lorne Steinberg Wealth Management Inc. 0001851362Jan 27, 2026 72$434.9M
Weil Company, Inc. 0001318011Jan 14, 2026 115$434.8M
Anchor @ 65 Pte. Ltd. 0001993962Feb 17, 2026 2$434.0M
UG Investment Advisers Ltd. 0001697814Jan 28, 2026 11$434.0M
High Net Worth Advisory Group LLC 0001919142Jan 23, 2026 240$433.9M
Cincinnati Specialty Underwriters Insurance CO 0001426763Feb 12, 2026 38$433.5M
Paradigm Asset Management Co. LLC 0001034549Feb 4, 2026 503$433.1M