13F History

ManagerCIKFiledPositions13F Reported Value
Gunderson Capital Management LLC 0001792397Jul 21, 2026 52$370.3M
M & L Capital Management Ltd 0001927627Jul 14, 2026 17$369.8M
Bruce & Co., Inc. 0001358331Aug 14, 2026 41$369.5M
Evexia Wealth LLC 0001975710Aug 7, 2026 77$369.5M
Ceeto Capital Group, LLC 0001722439Aug 14, 2026 174$369.5M
Odyssey Group, LLC 0002146304Aug 14, 2026 61$369.4M
Wealth Advisors of Iowa, LLC 0001803005Jul 30, 2026 90$369.2M
Alta Wealth Advisors LLC 0001843826Jul 30, 2026 170$368.9M
General Electric Co 0000040545Jul 23, 2026 2$368.9M
Gold Investment Management Ltd. 0002006008Aug 6, 2026 202$368.8M
Joule Financial, LLC 0001929070Jul 15, 2026 116$368.8M
Global Financial Private Client, LLC 0002023568Jul 20, 2026 246$368.6M
Cypress Capital, LLC 0001729939Jul 17, 2026 110$368.6M
Commonwealth Retirement Investments LLC 0001963787Aug 3, 2026 417$368.4M
Battery Management Corp. 0001548594Aug 14, 2026 5$368.3M
PhiloSmith Capital Corp 0001942361Jul 24, 2026 23$368.2M
Millstreet Capital Management LLC 0001590729Aug 14, 2026 2$368.1M
Missouri Trust & Investment Co 0001908186Aug 13, 2026 146$368.1M
Bain Capital Credit, LP 0001317947Aug 14, 2026 6$367.9M
Flynn Zito Capital Management, LLC 0001857144Jul 24, 2026 166$367.8M
Promethos Capital, LLC 0001908619Aug 12, 2026 54$367.7M
Sterling Financial Planning, Inc. 0001844278Aug 11, 2026 123$367.7M
ONE Advisory Partners, LLC 0001819695Jul 21, 2026 68$367.4M
Whelan Financial 0001894921Jul 24, 2026 101$367.2M
Storen Legacy Partners, LLC 0002116061Jul 17, 2026 116$366.8M
Van Strum & Towne Inc. 0001080173Aug 3, 2026 111$366.8M
Silverleafe Capital Partners, LLC 0001535611Jul 2, 2026 99$366.8M
First International Bank of Israel Ltd. 0002081196Aug 12, 2026 69$366.7M
Impact Capital Partners LLC 0002054916Jul 14, 2026 283$366.5M
Waterford Advisors, LLC 0001960657Aug 14, 2026 64$366.5M
Acorn Capital Advisors, LLC 0002054410Aug 14, 2026 20$366.5M
Concord Investment Counsel Inc. 0002022154Aug 12, 2026 50$366.4M
SAM Advisors, LLC 0001600944Aug 13, 2026 49$366.3M
New Wave Wealth Advisors LLC 0002035324Jul 23, 2026 199$366.2M
Empirical Capital Management, LLC 0001642274Jul 20, 2026 17$365.9M
Capco Asset Management, LLC 0001698068Aug 5, 2026 26$365.9M
Indiana Trust & Investment Management Co 0001356407Jul 22, 2026 472$365.9M
Fortress Private Ledger, LLC 0001718251Aug 7, 2026 271$365.8M
Wright Investors Service Inc. 0000108572Aug 5, 2026 148$365.8M
Range Financial Group LLC 0001928635Jul 15, 2026 206$365.8M
Aigen Investment Management, LP 0001741224Aug 14, 2026 517$365.8M
Lynch Asset Management, Inc. 0001906719Aug 6, 2026 52$365.7M
Quaker Capital Investments, LLC 0001633648Aug 14, 2026 22$365.7M
Glassy Mountain Advisors, Inc. 0001914617Jul 31, 2026 76$365.6M
Team Hewins, LLC 0001964760Jul 29, 2026 40$365.5M
First National Bank Sioux Falls 0001085041Jul 24, 2026 147$365.5M
Vert Asset Management LLC 0001904664Jul 15, 2026 44$365.5M
Darwin Wealth Management, LLC 0001663224Jul 21, 2026 777$365.3M
25 LLC 0001968777Jul 28, 2026 80$365.2M
Philadelphia Financial Management of San Francisco, LLC 0001351407Aug 14, 2026 43$364.7M
Hopwood Nicholas Hunter 0002091827Aug 14, 2026 131$364.5M
Greenlea Lane Capital Management, LLC 0001766504Aug 14, 2026 10$364.2M
Pillsbury Lake Capital LLC 0002111915Aug 14, 2026 38$364.2M
Keating Investment Counselors Inc. 0001020580Jul 16, 2026 59$364.1M
Baker Boyer National Bank 0001079398Jul 27, 2026 94$364.1M
Eaton Financial Holdings Company, LLC 0001972322Aug 5, 2026 134$364.1M
Engle Capital Management, L.P. 0001684868Aug 14, 2026 20$364.1M
Wilson Asset Management (international) PTY Ltd. 0001914472Aug 5, 2026 37$364.1M
Sage Financial Management Group, Inc. 0001762086Jul 24, 2026 61$364.0M
Elevated Capital Advisors, LLC 0001802387Aug 3, 2026 849$363.6M
Tilson Financial Group, Inc. 0001964820Jul 27, 2026 86$363.6M
Reliant Wealth Planning 0001823393Aug 7, 2026 54$363.6M
AIMZ Investment Advisors, LLC 0001630365Aug 14, 2026 153$363.5M
GFG Capital, LLC 0001638520Jul 20, 2026 100$363.4M
Glynn Capital Management LLC 0000911270Aug 5, 2026 43$363.4M
Raub Brock Capital Management LP 0001554656Jul 15, 2026 45$363.3M
Purus Wealth Management, LLC 0001844250Jul 13, 2026 171$363.2M
Urban Financial Advisory Corp 0002005378Aug 6, 2026 54$362.9M
Absolute Gestao de Investimentos Ltda. 0001622610Aug 25, 2026 34$362.7M
Westbourne Investment Advisors, Inc. 0001650092Jul 27, 2026 120$362.7M
Hamel Associates, Inc. 0001599760Jul 27, 2026 92$362.7M
O'Brien Greene & Co. Inc 0001768635Aug 6, 2026 141$362.4M
Wealth Management Associates, Inc. 0002067339Jul 21, 2026 254$362.4M
Foresite Capital Management V, LLC 0001792206Aug 14, 2026 9$362.2M
Alteri Wealth LLC 0002054980Jul 29, 2026 296$362.1M
Saxon Interests, Inc. 0001905867Aug 12, 2026 238$362.0M
Francisco Partners Management, LP 0001197853Aug 14, 2026 3$361.4M
Pamplona Capital Management, LLC 0001554913Aug 14, 2026 5$361.3M
HT Partners LLC 0001552999Jul 16, 2026 53$361.1M
Mass General Brigham, Inc 0001678378Aug 7, 2026 6$361.1M
WT Wealth Management 0001780507Jul 23, 2026 138$361.1M
Solitude Financial Services 0001839890Jul 24, 2026 41$361.0M
Demars Financial Group, LLC 0001723115Jul 21, 2026 113$360.9M
Lawson Kroeker Investment Management Inc. 0001013701Jul 28, 2026 59$360.6M
Kentucky Farm Bureau Mutual Insurance Co 0002131132Aug 10, 2026 69$360.4M
Compass Rose Asset Management, LP 0001758811Aug 12, 2026 17$360.3M
Equita Financial Network, Inc. 0001994461Jul 29, 2026 95$360.2M
Spectrum Asset Management, Inc. (NB/CA) 0001632078Aug 3, 2026 113$360.2M
MADDEN SECURITIES Corp 0001803566Jul 24, 2026 118$360.0M
Barometer Capital Management Inc. 0001536890Aug 12, 2026 136$359.8M
PL Capital Advisors, LLC 0001569147Jul 31, 2026 31$359.8M
Gen-Wealth Partners Inc 0002023375Aug 10, 2026 722$359.7M
Bryant Woods Investment Advisors, LLC 0001910641Jul 22, 2026 85$359.6M
Horizon Investment Services, LLC 0001426940Aug 6, 2026 143$359.5M
Slotnik Capital, LLC 0001963764Aug 13, 2026 26$359.4M
Man Investment Partners (US) LP 0001633312Aug 13, 2026 6$359.3M
Freedom Investment Management, Inc. 0001566653Aug 10, 2026 106$359.2M
Morling Financial Advisors, LLC 0001905198Aug 6, 2026 122$359.0M
Alpha Financial Advisors, LLC 0001972138Aug 13, 2026 86$358.5M
PCA Investment Advisory Services Inc. 0001977044Jul 27, 2026 59$358.4M