13F History

ManagerCIKFiledPositions13F Reported Value
Old Mission Investment Co LLC 0002149839Sep 16, 2026 149$428.4M
Boston Research & Management Inc. 0001259261Aug 26, 2026 115$428.3M
Pinion Investment Advisors, LLC 0001738738Apr 24, 2026 180$428.1M
Arvin Capital Management LP 0001961738May 14, 2026 23$427.9M
Crow's Nest Holdings LP 0001898772May 15, 2026 11$427.7M
Genworth Financial Inc 0001276520Apr 30, 2026 2$427.7M
Sand Grove Capital Management LLP 0001665077May 15, 2026 18$427.5M
Navigation Group, LLC 0002132497May 5, 2026 113$427.3M
Cordgrass Capital Advisors, LLC 0001912040May 7, 2026 276$427.0M
Grandeur Peak Global Advisors, LLC 0001569137May 15, 2026 86$426.8M
Paulson Wealth Management Inc. 0001731878May 8, 2026 137$426.7M
Hunter Perkins Capital Management, LLC 0001808919May 12, 2026 143$426.6M
Warther Private Wealth, LLC 0001954551May 15, 2026 40$426.5M
Paradigm Asset Management Co. LLC 0001034549May 12, 2026 424$426.5M
Plan Group Financial, LLC 0001940033Apr 13, 2026 228$426.1M
Ipswich Investment Management Co., Inc. 0001463753Apr 10, 2026 185$425.9M
Battery Management Corp. 0001548594May 15, 2026 5$425.8M
Evergreen Advisors, LLC 0001762294May 5, 2026 168$425.8M
Total Clarity Wealth Management, Inc. 0001804909Apr 17, 2026 311$425.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0001737090Apr 16, 2026 187$425.7M
Pinpoint Asset Management (Singapore) Pte. Ltd. 0002080247May 13, 2026 144$425.2M
Trails Edge Capital Partners, LP 0002077247May 15, 2026 26$424.9M
Avalon Global Asset Management LLC 0001314273May 14, 2026 26$424.9M
Atlas Private Wealth Advisors 0001814234Apr 24, 2026 132$424.8M
Midwest Professional Planners, LTD. 0001730575May 5, 2026 137$424.5M
Cypress Point Investment Management LP 0002058475May 15, 2026 32$424.5M
Dunhill Financial, LLC 0001948904May 6, 2026 1,857$424.4M
McDonald Partners LLC 0001331074May 15, 2026 208$424.0M
MYDA Advisors LLC 0001589689May 14, 2026 118$423.6M
Sector Gamma As 0001475373May 7, 2026 42$423.5M
Pabrai Investments (Dalal Street) 0001549575May 14, 2026 3$422.9M
Retirement Solution LLC 0001914606May 11, 2026 57$422.8M
Shakespeare Wealth Management, LLC 0001658509Apr 30, 2026 98$422.3M
AMJ Financial Wealth Management 0001801585May 8, 2026 83$422.2M
Guidance Point Advisors, LLC 0001767710May 12, 2026 96$422.2M
Lorne Steinberg Wealth Management Inc. 0001851362May 8, 2026 68$422.1M
AllGen Financial Advisors, Inc. 0001964809Jul 16, 2026 40$421.5M
Wealthspring Capital LLC 0001844495May 4, 2026 195$421.3M
Sands Capital Alternatives, LLC 0001846444May 8, 2026 21$421.2M
Boussard & Gavaudan Investment Management LLP 0001614986May 15, 2026 84$420.8M
Brave Asset Management Inc. 0001085867Apr 17, 2026 156$420.8M
Triune Financial Partners, LLC 0002040393Apr 30, 2026 47$420.5M
Hilltop National Bank 0002021658Apr 2, 2026 795$420.5M
Cordatus Wealth Management LLC 0001715862Apr 29, 2026 164$420.2M
MilWealth Group LLC 0001972750May 1, 2026 81$420.1M
Hurlow Wealth Management Group, Inc. 0001747749Apr 22, 2026 120$420.1M
ArchPoint Investors 0001483472May 14, 2026 78$420.0M
Meridian Investment Counsel Inc. 0001427351Apr 28, 2026 237$419.9M
Parisi Gray Wealth Management 0001716659Apr 8, 2026 137$419.8M
CVC Management Holdings II Ltd. 0002023131May 14, 2026 3$419.7M
Franklin, Parlapiano, Turner & Welch, LLC 0001707856Apr 24, 2026 55$419.7M
Weaver Consulting Group 0001780055May 15, 2026 275$419.6M
Harrell Investment Partners, LLC 0001802882Apr 22, 2026 144$419.2M
Summit Wealth & Retirement Planning, Inc. 0001766995May 11, 2026 108$419.1M
Core Wealth Advisors, Inc. 0001770532May 18, 2026 114$419.0M
Fairvoy Private Wealth, LLC 0002046607Apr 20, 2026 201$419.0M
Mattson Financial Services, LLC 0002034595May 11, 2026 232$418.8M
Monetary Management Group Inc. 0001133014May 13, 2026 332$418.7M
D.B. Root & Company, LLC 0001731717May 13, 2026 191$418.6M
Praesidium Investment Management Company, LLC 0001320769May 15, 2026 12$418.5M
Vega Investment Solutions 0002056914May 14, 2026 175$418.4M
Garden State Investment Advisory Services LLC 0001965351May 14, 2026 292$418.2M
Trigran Investments, Inc. 0001336800May 13, 2026 17$418.2M
Walter Public Investments Inc. 0001925251Apr 28, 2026 48$418.1M
Florida Financial Advisors, LLC 0002050972May 7, 2026 317$418.0M
Millstreet Capital Management LLC 0001590729May 15, 2026 2$417.6M
PSI Advisors, LLC 0001779040May 15, 2026 156$417.5M
Finepoint Capital LP 0001608126May 14, 2026 6$417.1M
Bill Few Associates, Inc. 0001914644Apr 8, 2026 211$416.9M
Bender Robert & Associates 0000894300Apr 23, 2026 45$416.9M
Alpine Woods Capital Investors, LLC 0001226886May 27, 2026 199$416.7M
KFA Private Wealth Group, LLC 0001800556Apr 20, 2026 160$416.6M
Westwind Capital 0001729269Apr 14, 2026 77$416.4M
Clark Estates Inc. 0001056466May 11, 2026 97$416.2M
Spruce Street Capital LP 0002050194May 14, 2026 28$415.9M
Stevens Capital Partners 0001965176Apr 24, 2026 126$415.9M
Venator Management LLC 0001838211May 14, 2026 28$415.9M
Howard Hughes Medical Institute 0000810386May 15, 2026 31$415.8M
Syverson Strege & Co 0001682057May 4, 2026 169$415.6M
Inceptionr LLC 0001821561May 14, 2026 617$415.4M
Retirement Management Systems Inc. 0002110516Apr 14, 2026 51$414.9M
Serenity Capital Management Pte. LTD. 0001934957May 12, 2026 10$414.4M
Strategic Investment Solutions, Inc. 0001960144May 1, 2026 694$414.0M
Milestone Investment Advisors LLC 0001967018May 5, 2026 139$414.0M
Kelly Financial Services LLC 0002023336Apr 13, 2026 128$413.9M
Sequent Planning LLC 0002009724Apr 21, 2026 242$413.6M
Square Wave Capital, LLC 0002077145May 15, 2026 12$413.4M
Watchman Group, Inc. 0001748726Apr 20, 2026 73$413.2M
Outlook Wealth Advisors, LLC 0001767151Apr 17, 2026 310$413.1M
Lionstone Capital Management LLC 0001575662May 15, 2026 12$413.0M
Centennial Wealth Advisory LLC 0001839421Apr 20, 2026 160$413.0M
Channel Wealth LLC 0001975550May 12, 2026 173$412.8M
Timber Creek Capital Management LLC 0001510848Apr 28, 2026 78$412.5M
Standpoint Asset Management, LLC 0001780423Apr 16, 2026 8$412.3M
Q3 Asset Management 0001732543Apr 28, 2026 64$412.1M
Symmetry Investments LP 0001691919May 15, 2026 70$412.1M
Pioneer Trust Bank N A 0001006435Apr 29, 2026 83$412.1M
Cincinnati Specialty Underwriters Insurance CO 0001426763May 11, 2026 46$411.6M
Hill Island Financial LLC 0001909798May 13, 2026 84$411.6M
Sollinda Capital Management LLC 0002012034Apr 30, 2026 75$411.4M