13F History

ManagerCIKFiledPositions13F Reported Value
Dagco, Inc. 0001767343Jan 8, 2026 380$433.0M
Paulson Wealth Management Inc. 0001731878Feb 5, 2026 136$432.9M
Platinum Investment Management Ltd. 0001256071Feb 13, 2026 124$432.7M
Stewardship Advisors, LLC 0001733219Jan 15, 2026 162$432.6M
Lionstone Capital Management LLC 0001575662Feb 17, 2026 12$432.6M
Heirloom Wealth Management 0001882903Jan 15, 2026 43$432.6M
Monetary Management Group Inc. 0001133014Feb 11, 2026 324$432.5M
Cordatus Wealth Management LLC 0001715862Jan 26, 2026 161$432.5M
Hunter Perkins Capital Management, LLC 0001808919Jan 14, 2026 116$432.4M
NetEase, Inc. 0001110646Feb 12, 2026 2$432.4M
Rosenblum Silverman Sutton S F Inc. 0000918893Feb 13, 2026 80$432.2M
Aigen Investment Management, LP 0001741224Feb 13, 2026 550$432.0M
Ipswich Investment Management Co., Inc. 0001463753Jan 16, 2026 185$431.8M
Beacon Financial Advisory LLC 0001800502Feb 17, 2026 371$431.6M
Guidance Point Advisors, LLC 0001767710Feb 11, 2026 95$431.4M
Frontier Asset Management, LLC 0001910146Feb 4, 2026 92$431.2M
Inlet Private Wealth, LLC 0001759751Jan 21, 2026 131$431.1M
Clear Trail Advisors, LLC 0002097856Jan 9, 2026 126$431.0M
Pioneer Trust Bank N A 0001006435Feb 9, 2026 76$430.9M
Catalyst Funds Management Pty Ltd 0001896150Feb 9, 2026 330$430.9M
American Investment Services, Inc. 0001369913Feb 13, 2026 129$430.9M
Cornerstone Planning, LLC 0001802105Mar 17, 2026 131$430.8M
SG Trading Solutions, LLC 0002112709Feb 24, 2026 211$430.8M
Coston, McIsaac & Partners 0001945037Feb 3, 2026 921$430.8M
K2 Principal Fund, L.P. 0001461790Feb 13, 2026 356$430.7M
DAFNA Capital Management LLC 0001389933Feb 17, 2026 77$430.5M
Timber Creek Capital Management LLC 0001510848Jan 23, 2026 80$430.4M
Vertex Planning Partners, LLC 0001942341Feb 17, 2026 130$430.4M
Square Wave Capital, LLC 0002077145Feb 17, 2026 9$430.2M
Cornerstone Wealth Advisors, Inc. 0001862176Jan 14, 2026 51$430.0M
NatWest Group plc 0000844150Jan 13, 2026 39$429.6M
RV Capital AG 0001766596Jan 30, 2026 12$429.5M
Fosun International Ltd 0001447884Feb 11, 2026 54$429.5M
TRV GP V, LLC 0001990717Feb 13, 2026 3$429.2M
Operose Advisors LLC 0001909750Feb 10, 2026 472$429.2M
Winthrop Capital Management, LLC 0002010657Feb 10, 2026 363$429.1M
Wealth Advisory Solutions, LLC 0001834802Jan 16, 2026 138$429.0M
Elevated Capital Advisors, LLC 0001802387Jan 27, 2026 831$429.0M
Diversified Management Inc. 0000922372Jan 26, 2026 177$428.5M
Summit Wealth Group, LLC 0001802865Feb 6, 2026 119$428.3M
Mattson Financial Services, LLC 0002034595Feb 12, 2026 181$428.2M
Abel Hall, LLC 0002013339Feb 17, 2026 714$428.2M
Atlas Private Wealth Advisors 0001814234Feb 5, 2026 134$428.0M
Medina Value Partners, LLC 0001843543Feb 13, 2026 24$428.0M
Triune Financial Partners, LLC 0002040393Feb 2, 2026 49$427.8M
Ballast, Inc. 0001730477Feb 3, 2026 133$427.3M
Peak Retirement Planning, Inc. 0002056697Feb 10, 2026 143$427.1M
Abound Wealth Management 0001950323Jan 12, 2026 1,432$427.0M
Fortitude Family Office, LLC 0001950506Jan 15, 2026 1,917$427.0M
TRB Advisors LP 0001513300Feb 9, 2026 11$427.0M
J. Derek Lewis & Associates Inc. 0002077884Mar 23, 2026 209$426.9M
Windmill Hill Asset Management Ltd 0001831132Feb 6, 2026 26$426.9M
Chapin Davis, Inc. 0000872098Jan 30, 2026 244$426.7M
von Borstel & Associates, Inc. 0002041065Feb 12, 2026 40$426.6M
Evelyn Partners Asset Management Ltd 0002065207Feb 13, 2026 284$426.3M
West Family Investments, Inc. 0001568303Feb 11, 2026 351$425.9M
Aspire Capital Advisors LLC 0001906014Jan 16, 2026 120$425.7M
Ascentis Wealth Management, LLC 0002032602Jan 14, 2026 621$425.6M
Fortress Investment Group LLC 0001380393Feb 17, 2026 35$425.1M
Berkeley Capital Partners, LLC 0001667694Feb 5, 2026 188$424.7M
Summit Wealth & Retirement Planning, Inc. 0001766995Feb 2, 2026 112$424.7M
Coalescence Partners Investment Management, LP 0001759662Feb 13, 2026 12$424.4M
White Pine Investment CO 0001318259Jan 28, 2026 68$424.4M
3G Capital Partners LP 0001421669Feb 17, 2026 13$424.1M
Whitcomb & Hess, Inc. 0001813577Jan 14, 2026 60$424.1M
Harrell Investment Partners, LLC 0001802882Jan 15, 2026 127$424.0M
Brave Asset Management Inc. 0001085867Jan 8, 2026 166$423.9M
HFR Wealth Management, LLC 0001877822Feb 11, 2026 50$423.6M
Wealthspring Capital LLC 0001844495Feb 5, 2026 183$423.6M
Rothschild Capital Partners, LLC 0001569833Feb 17, 2026 86$423.5M
Pureheart Capital Pte Ltd. 0002087977Feb 17, 2026 3$423.4M
Maytus Capital Management, LLC 0001708759Feb 17, 2026 61$423.2M
Albar Capital Partners LLP 0002034565Feb 17, 2026 31$423.0M
Syverson Strege & Co 0001682057Feb 9, 2026 166$422.5M
DeDora Capital, Inc. 0001717658Jan 22, 2026 115$422.5M
Midwest Professional Planners, LTD. 0001730575Feb 6, 2026 142$422.2M
Lisanti Capital Growth, LLC 0001424467Feb 9, 2026 110$422.1M
ArchPoint Investors 0001483472Feb 13, 2026 80$421.7M
AllGen Financial Advisors, Inc. 0001964809Jan 22, 2026 40$421.7M
Magnitude Capital, LLC 0001556278Feb 13, 2026 1$421.2M
Garden State Investment Advisory Services LLC 0001965351Feb 17, 2026 290$421.0M
Rivermont Capital Management LP 0001965613Feb 17, 2026 22$421.0M
Sage Capital Advisors,llc 0001714107Jan 6, 2026 128$420.8M
Alpine Global Management, LLC 0001581655Feb 26, 2026 295$420.7M
MBM Wealth Consultants, LLC 0001762068Jan 26, 2026 110$420.5M
Beck Capital Management, LLC 0001601904Feb 13, 2026 122$420.2M
MilWealth Group LLC 0001972750Feb 2, 2026 74$420.1M
G2 Investment Partners Management LLC 0001593404Feb 17, 2026 70$420.0M
Alpine Woods Capital Investors, LLC 0001226886Feb 18, 2026 172$419.4M
Aegis Financial Corp. 0001140753Feb 12, 2026 33$419.3M
Tradewinds, LLC. 0001932342Feb 13, 2026 214$419.0M
Watchman Group, Inc. 0001748726Feb 6, 2026 77$418.9M
Prostatis Group LLC 0001649186Feb 17, 2026 165$418.8M
Juniper Hill Capital Management LP 0001803460Feb 3, 2026 4$418.7M
Warther Private Wealth, LLC 0001954551Feb 18, 2026 49$418.4M
Nikulski Financial, Inc. 0001729847Jan 15, 2026 166$418.3M
Old Mission Investment Co LLC 0002149839Sep 16, 2026 133$418.2M
Rialto Wealth Management, LLC 0002054966Jan 12, 2026 1,690$418.1M
Leverty Financial Group, LLC 0001908386Jan 9, 2026 48$418.0M
Avalon Capital Management 0001510809Feb 11, 2026 139$418.0M