13F History

ManagerCIKFiledPositions13F Reported Value
Pullen Investment Management, LLC 0002011668Jan 20, 2026 97$189.9M
Walser Wealth Management Company, A Ltd Liability Co 0002112280Feb 23, 2026 145$189.6M
IvyRock Asset Management (HK) Ltd 0001809525Feb 11, 2026 23$189.6M
Fairfield, Bush & Co. 0001116247Feb 13, 2026 115$189.5M
Mullaney, Keating & Wright, Inc. 0002135840May 29, 2026 72$189.4M
Mission Hills Financial Advisory, LLC 0002043220Feb 2, 2026 53$189.4M
First City Capital Management, Inc. 0001427350Jan 14, 2026 156$189.3M
Northern Capital Management, Inc. 0001581794Feb 3, 2026 52$189.3M
Gouws Capital LLC 0001908828Feb 2, 2026 55$189.2M
Step Capital Management Pte. Ltd. 0002091341Jan 21, 2026 21$189.2M
Crystal Rock Capital Management 0001510668Jan 27, 2026 33$189.2M
Envision Financial LLC 0002051355Jan 7, 2026 42$189.2M
Strive Financial Group ,LLC 0002090040May 15, 2026 729$189.0M
Dag Ventures, LLC 0001624576Feb 4, 2026 3$189.0M
Pennant Select, LLC 0002011563Feb 17, 2026 13$189.0M
MB Generational Wealth, LLC 0002009056Feb 10, 2026 67$188.9M
Hofer & Associates. Inc 0001958491Jan 15, 2026 66$188.7M
Oasis Advisors, LLC 0002124777Apr 7, 2026 75$188.7M
Harbour Investment Management LLC 0001275880Feb 12, 2026 99$188.6M
Kentucky Trust Co 0002054100Jan 21, 2026 304$188.6M
Brooklands Fund Management Ltd 0002036388Feb 17, 2026 72$188.5M
Rachor Investment Advisory Services, LLC 0002008792Jan 30, 2026 429$188.5M
Accel Leaders 3 Associates L.P. 0001832690Feb 6, 2026 1$188.5M
Granville Capital, Inc. 0001404784Feb 13, 2026 84$188.5M
Corecam Pte. Ltd. 0002106977Mar 2, 2026 48$188.4M
Treasure Coast Financial Planning 0001911307Jan 22, 2026 46$188.3M
Stegner Investment Associates Inc. 0001907433Jan 30, 2026 29$188.2M
Spectrum Strategic Capital Management, LLC 0001554961Feb 5, 2026 78$188.2M
Lantern Wealth Advisors, LLC 0001950218Feb 17, 2026 163$188.2M
Buttonwood Financial Group, LLC 0001847661Jan 13, 2026 33$188.1M
Yardley Wealth Management LLC 0002044323Feb 5, 2026 36$188.1M
Andrews Advisory Associates, LLC 0002110646Feb 18, 2026 81$188.1M
First Bancorp, Inc 0000765207Jan 26, 2026 127$188.1M
LSP Investment Advisors, LLC 0001728850Feb 17, 2026 21$188.1M
Clark Financial Services Group Inc. 0001001011Jan 6, 2026 102$188.0M
Claris Financial LLC 0002060278Feb 19, 2026 178$188.0M
Elemental Capital Partners LLC 0001860672Jan 16, 2026 6$188.0M
Pelham Capital Ltd. 0001654111Feb 11, 2026 11$187.9M
Next Level Wealth Planning, LLC 0002044208Jan 26, 2026 66$187.9M
Trust Investment Advisors 0001597690Jan 20, 2026 91$187.9M
Horizon Family Wealth, Inc. 0001910660Feb 9, 2026 83$187.8M
LCW Services, LLC 0002110690Feb 11, 2026 39$187.8M
Granby Capital Management, LLC 0001857581Feb 17, 2026 18$187.5M
David J Yvars Group 0001836266Jan 12, 2026 90$187.5M
Granite FO LLC 0002034090Feb 6, 2026 175$187.5M
Sylvest Advisors, LLC 0002044121Jan 20, 2026 69$187.5M
TritonPoint Partners, LLC 0002111167Feb 13, 2026 152$187.3M
Broadway Wealth Solutions, Inc. 0002021265Jan 29, 2026 93$187.2M
GuidedMoney, LLC 0002112951Feb 23, 2026 30$187.2M
Fort Vancouver Investment Management, LLC 0002032698Feb 6, 2026 51$187.1M
Boomfish Wealth Group, LLC 0002010786Jan 21, 2026 85$187.1M
American Trust Investment Advisors, LLC 0001291424Feb 17, 2026 77$187.0M
Brown Shipley& Co Ltd 0001912970Jan 21, 2026 70$187.0M
Cetera Trust Company, N.A 0002005547Feb 13, 2026 358$187.0M
1248 Management, LLC 0002011147Feb 13, 2026 157$186.9M
StepStone Group LP 0001502287Feb 17, 2026 23$186.9M
Lonestar Capital Management LLC 0001317410Feb 17, 2026 28$186.9M
Barnes Wealth Management Group, Inc 0002066194Feb 24, 2026 177$186.9M
KMT Wealth Management, LLC 0002058235Feb 5, 2026 16$186.8M
Pacific Point Advisors, LLC 0002056976Jan 21, 2026 132$186.8M
Superstring Capital Management LP 0001931118Feb 17, 2026 45$186.8M
Bradley & Co. Private Wealth Management, LLC 0001861678Feb 11, 2026 205$186.5M
Everstar Asset Management, LLC 0002023744Feb 5, 2026 187$186.5M
Baron Financial Group, LLC 0001832093Jan 9, 2026 57$186.5M
MY.Alpha Management HK Advisors Ltd 0001910173Mar 10, 2026 10$186.4M
J Digital 6 LLC 0002090663Feb 17, 2026 2$186.4M
Investments & Financial Planning, LLC 0001909307Feb 23, 2026 37$186.3M
MRWM Advisors, LLC 0001732949Jan 26, 2026 76$186.3M
Whalen Wealth Management Inc. 0001894447Jan 20, 2026 188$186.3M
Walker Asset Management, LLC 0001923053Jan 16, 2026 140$186.1M
Sage Private Wealth Group, LLC 0001845635Jan 28, 2026 90$186.0M
Financial Architects, LLC 0002008540Jan 21, 2026 30$185.9M
General Motors Holdings LLC 0001497345Feb 13, 2026 5$185.9M
Archer Investment Management, LLC 0002052868Jan 12, 2026 117$185.9M
Waterfall Asset Management, LLC 0001570717Feb 13, 2026 17$185.8M
Global Wealth Management, LLC 0002039738Jan 26, 2026 41$185.8M
Arbiter Partners Capital Management LLC 0001513193Feb 12, 2026 44$185.8M
Base Wealth Management LLC 0002083977Jan 21, 2026 60$185.8M
Greencape Capital Pty Ltd 0001731029Jan 28, 2026 1$185.8M
Winthrop Partners - WNY, LLC 0001734109Mar 12, 2026 84$185.7M
Merrion Investment Management Co, LLC 0001383782Feb 17, 2026 113$185.7M
Semus Wealth Partners LLC 0001964775Jan 27, 2026 111$185.6M
Strategic Planning, Inc. 0001925220Feb 18, 2026 52$185.6M
Bullseye Asset Management LLC 0001513779Feb 13, 2026 58$185.5M
Hoge Financial Services, LLC 0001989834Jan 29, 2026 70$185.5M
Hahn Capital Management LLC 0001171592Feb 25, 2026 30$185.4M
Promethium Advisors,llc 0002034073Feb 12, 2026 116$185.4M
Stephens Group, LLC 0001427999Jan 6, 2026 3$185.4M
Lloyd Harbor Capital Management, LLC 0001847935Feb 17, 2026 16$185.4M
EVR Research LP 0001843019Feb 17, 2026 33$185.3M
John A. Wolfe & Associates, Inc. 0002118722Mar 17, 2026 32$185.2M
Clearfield Capital Management LP 0001643569Feb 13, 2026 18$185.1M
BCK Partners, Inc. 0001845867Jan 28, 2026 27$185.0M
Robinson Value Management, Ltd. 0001694283Jan 12, 2026 74$185.0M
CoreFirst Bank & Trust 0001845199Feb 11, 2026 300$184.9M
Kingsman Wealth Management, Inc. 0002066184Jan 22, 2026 66$184.9M
Cassia Capital Partners, LLC 0001844897Jan 16, 2026 63$184.8M
Innealta Capital, LLC 0001752579Jan 30, 2026 85$184.7M
Foresight Capital Management Advisors, Inc. 0001630936Jan 28, 2026 93$184.7M
WESPAC Advisors, LLC 0001484540Jan 14, 2026 178$184.4M