13F History

ManagerCIKFiledPositions13F Reported Value
Seldon Capital LP 0001867731Nov 14, 2025 70$284.5M
Spectrum Asset Management, Inc. (NB/CA) 0001632078Oct 23, 2025 108$284.4M
One Fin Capital Management LP 0001753875Nov 14, 2025 18$284.4M
BCR Wealth Strategies, LLC 0001908380Oct 10, 2025 30$284.4M
Enzi Wealth 0001887441Oct 17, 2025 69$284.3M
Retirement Guys Formula LLC 0001933059Oct 21, 2025 169$284.2M
Montgomery Investment Management Inc. 0001272544Oct 17, 2025 97$284.2M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 0002053628Oct 30, 2025 13$284.2M
Alpha Financial Advisors, LLC 0001972138Nov 13, 2025 62$284.1M
Investment Partners, LTD. 0001050068Nov 7, 2025 154$284.0M
Fullcircle Wealth LLC 0002030910Nov 5, 2025 262$283.9M
Theory Financial LLC 0001899158Oct 29, 2025 90$283.7M
Sculati Wealth Management, LLC 0001803397Nov 14, 2025 124$283.6M
Engle Capital Management, L.P. 0001684868Nov 14, 2025 23$283.5M
Future Fund LLC 0001911970Nov 12, 2025 170$283.4M
Goldstream Capital Management Ltd 0001872787Nov 14, 2025 51$283.4M
University of Illinois Foundation 0001994249Nov 12, 2025 12$283.2M
Hazlett, Burt & Watson, Inc. 0000046392Nov 4, 2025 879$283.0M
Rosalind Advisors, Inc. 0001622627Nov 13, 2025 29$283.0M
Meritech Capital Associates V L.L.C. 0001613048Nov 14, 2025 2$282.9M
Members Advisory Group LLC 0001908587Oct 22, 2025 41$282.8M
Bank Ozk 0001569650Nov 14, 2025 147$282.7M
Long Road Investment Counsel, LLC 0001620081Nov 14, 2025 80$282.5M
Aspiring Ventures, LLC 0001738640Nov 7, 2025 65$282.5M
Midwest Heritage Bank, FSB 0001906805Oct 27, 2025 59$282.4M
Consolidated Capital Management, LLC 0001666613Nov 13, 2025 53$282.3M
Elmwood Wealth Management, Inc. 0001731927Nov 6, 2025 140$282.3M
Troluce Capital Advisors LLC 0001910321Nov 14, 2025 21$282.2M
Nokomis Capital, L.L.C. 0001541055Nov 14, 2025 47$282.1M
State of New Jersey Common Pension Fund A 0001483262Nov 3, 2025 3$282.1M
Chaney Capital Management, Inc. 0002012041Nov 12, 2025 38$282.0M
First Citizens Asset Management, Inc. 0001964116Apr 28, 2026 27$281.9M
Metavasi Capital LP 0001864835Nov 14, 2025 29$281.8M
Wealth Management Associates, Inc. 0002067339Oct 21, 2025 230$281.8M
Regents Gate Capital LLP 0002020935Nov 12, 2025 44$281.7M
Medallion Wealth Advisors, LLC 0002131139Apr 24, 2026 1,104$281.7M
Bourne Lent Asset Management Inc. 0001128286Dec 15, 2025 63$281.5M
ODonnell Financial Services, LLC 0001730962Nov 10, 2025 55$281.2M
Beacon Bridge Wealth Partners, LLC 0001965468Nov 6, 2025 87$281.1M
Formula Growth Ltd. 0001093219Nov 13, 2025 122$281.1M
Townsend Asset Management Corp. /NC/ 0000709089Oct 16, 2025 169$281.0M
Tiller Private Wealth, Inc. 0001663649Oct 22, 2025 65$281.0M
Abich Financial Wealth Management LLC 0002011645Nov 6, 2025 655$280.9M
Saraza Management, LP 0001894188Nov 14, 2025 14$280.7M
Global Financial Private Client, LLC 0002023568Oct 21, 2025 231$280.7M
Forum Private Client Group LLC 0001910636Nov 5, 2025 80$280.7M
Stonehill Capital Management LLC 0001266227Nov 14, 2025 15$280.4M
Vestwell Advisors, LLC 0002081474Dec 5, 2025 49$280.3M
True Freedom Investing, LLC 0002096483Dec 22, 2025 70$280.1M
Santori & Peters, Inc. 0001730959Oct 15, 2025 75$279.9M
Pacifica Partners Inc. 0001799900Oct 9, 2025 496$279.5M
Maryland Capital Advisors Inc. 0001891201Oct 17, 2025 254$279.4M
BCS Private Wealth Management, Inc. 0002044001Oct 28, 2025 162$279.3M
Massar Capital Management, LP 0002037238Nov 14, 2025 157$279.2M
Sharper & Granite LLC 0001959415Oct 16, 2025 103$279.1M
Alta Wealth Advisors LLC 0001843826Nov 3, 2025 155$279.1M
Harber Asset Management LLC 0001387921Nov 14, 2025 40$279.0M
Rise Advisors, LLC 0001831316Oct 8, 2025 1,527$278.8M
Mount Capital Ltd 0001896379Nov 13, 2025 16$278.8M
Savoir Faire Capital Management, L.P. 0001710593Oct 31, 2025 44$278.8M
Letson Investment Management, Inc. 0002078069Oct 22, 2025 99$278.7M
Torque Asset Management LLC 0002011256Nov 14, 2025 12$278.6M
Mathes Company, Inc. 0001389223Nov 12, 2025 125$278.5M
Integrity Wealth Advisors, Inc. 0001951908Nov 14, 2025 75$278.2M
Lincoln Capital Corp. 0000872359Oct 16, 2025 90$278.1M
Saiph Capital, LLC 0002052658Nov 13, 2025 71$277.8M
David Kennon Inc 0001954126Nov 10, 2025 36$277.8M
Elevation Wealth Partners, LLC 0001976256Oct 14, 2025 870$277.7M
Eley Financial Management, Inc 0001965267Nov 12, 2025 68$277.6M
Seven Post Investment Office LP 0001554308Oct 30, 2025 33$277.6M
Socorro Asset Management LP 0001781882Nov 14, 2025 33$277.6M
Teramo Advisors, LLC 0001904821Nov 14, 2025 13$277.5M
Slotnik Capital, LLC 0001963764Nov 13, 2025 23$277.4M
Night Squared LP 0002058786Nov 14, 2025 54$277.1M
Amiral Gestion 0001828064Oct 9, 2025 27$277.1M
Sunpointe, LLC 0002012181Nov 12, 2025 256$276.9M
Index Venture Growth Associates III Ltd 0001785453Nov 14, 2025 3$276.9M
Morris Financial Concepts, Inc. 0001387386Oct 21, 2025 198$276.8M
Range Financial Group LLC 0001928635Oct 17, 2025 197$276.8M
Stableford Capital II LLC 0001842089Oct 14, 2025 138$276.7M
Long Path Partners LP 0001905112Nov 14, 2025 7$276.6M
Glass Jacobson Investment Advisors llc 0001964394Oct 29, 2025 585$276.5M
Sims Investment Management, LLC 0002053807Jan 16, 2026 42$276.4M
Weinberger Asset Management, Inc 0002051705Oct 15, 2025 88$276.3M
Quartz Partners, LLC 0001659978Nov 13, 2025 178$276.1M
Access Financial Services, Inc. 0001699622Oct 20, 2025 101$276.1M
Tobam 0001527488Nov 7, 2025 247$276.0M
Palisades Hudson Asset Management, L.P. 0001388443Nov 6, 2025 107$275.7M
Excalibur Management Corp. 0001009003Nov 10, 2025 166$275.6M
Malaga Cove Capital, LLC 0001603001Nov 13, 2025 169$275.6M
Orion Resource Partners LP 0002032200Nov 14, 2025 27$275.2M
Osprey Private Wealth LLC 0002041805Oct 8, 2025 65$275.2M
Heritage Oak Wealth Advisors LLC 0002035533Oct 20, 2025 85$275.2M
Sittner & Nelson, LLC 0001846138Nov 14, 2025 484$275.1M
Buckhead Capital Management LLC 0001133999Oct 9, 2025 127$275.1M
Gallatin Point Capital LLC 0001708030Nov 14, 2025 2$275.0M
Sonoma Allocations LLC 0002084965Oct 24, 2025 137$275.0M
Invenio Wealth Partners LLC 0001989341Nov 13, 2025 95$274.8M
Power Wealth Management LLC 0002001039Nov 12, 2025 89$274.6M
ICW Investment Advisors LLC 0001794820Nov 6, 2025 143$274.5M