13F History

ManagerCIKFiledPositions13F Reported Value
Baring Financial LLC 0002052588Jul 8, 2026 83$181.1M
Meixler Investment Management, Ltd. 0001911615Aug 3, 2026 89$181.1M
Clayton Financial Group LLC 0002011212Jul 20, 2026 65$180.9M
Axecap Investments, LLC 0002030036Aug 10, 2026 73$180.8M
Asset Management Advisors, LLC 0001596355Jul 2, 2026 17$180.8M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0002016209Aug 27, 2026 57$180.8M
Rochester Wealth Strategies, LLC 0001958456Jul 22, 2026 27$180.7M
Elevate Capital Advisors, LLC 0001909571Jul 31, 2026 76$180.7M
Arrow Capital Management, LLC 0001389082Aug 11, 2026 21$180.6M
Upper Left Wealth Management, LLC 0001911228Jul 14, 2026 73$180.5M
Redwood Financial Network Corp 0001927724Aug 7, 2026 192$180.3M
Clarity Wealth Development LLC 0002048774Jul 27, 2026 59$180.2M
Washington Growth Strategies LLC 0002044575Jul 16, 2026 62$180.1M
Haveli Investment Management LLC 0002022286Aug 14, 2026 4$179.9M
URS Advisory LLC 0002111352Jul 28, 2026 61$179.7M
Cox Capital Mgt LLC 0001748728Jul 14, 2026 81$179.7M
Watchtower Advisors, LP 0001807092Aug 13, 2026 11$179.6M
Astra Wealth Partners LLC 0002054825Aug 11, 2026 95$179.5M
IMG Wealth Management, Inc. 0002032103Aug 7, 2026 612$179.5M
Three Magnolias Financial Advisors, LLC 0002056795Jul 31, 2026 112$179.5M
Gould Capital, LLC 0001908965Aug 7, 2026 217$179.4M
Guerra Pan Advisors, LLC 0001910386Aug 12, 2026 118$179.2M
Braun-Bostich & Associates Inc. 0001740842Jul 24, 2026 135$179.1M
Investment Partners Asset Management, Inc. 0001384416Jul 24, 2026 168$179.1M
Sanchez Gaunt Capital Management, LLC 0002113492Aug 14, 2026 189$179.1M
Vista Finance, LLC 0001893809Jul 16, 2026 69$178.9M
Langdon Equity Partners 0002111148Aug 13, 2026 9$178.9M
Thryve Wealth Management LLC 0002113283Aug 6, 2026 38$178.9M
Rareview Capital LLC 0002044533Jul 23, 2026 51$178.8M
Immersion Corp. 0001058811Aug 14, 2026 7$178.7M
DecisionMap Wealth Management, LLC 0002001526Jul 21, 2026 145$178.7M
Kamunting Street Capital Management, L.P. 0001317267Aug 14, 2026 25$178.6M
Pursue Wealth Partners LLC 0001911091Aug 7, 2026 91$178.6M
Rolek Wealth Management LLC 0002051339Jul 14, 2026 23$178.6M
Reyes Financial Architecture, Inc. 0002047201Jul 17, 2026 317$178.5M
Salvus Wealth Management, LLC 0001809236Jul 10, 2026 125$178.5M
Cascade Investment Group, Inc. 0000919447Jul 23, 2026 156$178.3M
Gallacher Capital Management LLC 0001960749Jul 17, 2026 258$178.3M
Bullish 0001872195Aug 19, 2026 3$178.2M
Royal Capital Wealth Management, LLC 0001904323Aug 14, 2026 101$178.2M
Newport Capital Group, LLC 0001869032Jul 21, 2026 58$178.1M
Southern Capital Services Inc. 0000711987Jul 23, 2026 29$178.1M
FACT Capital, LP 0001964400Aug 14, 2026 17$178.0M
Sarissa Capital Management LP 0001577524Aug 14, 2026 10$177.9M
RIHO Partners, LLC 0002112884Aug 18, 2026 14$177.7M
Bulwark Capital Corp 0002075899Jul 6, 2026 105$177.7M
Montaka Global Pty Ltd 0002104890Aug 11, 2026 20$177.6M
Cross Staff Investments Inc 0001900406Jul 22, 2026 133$177.6M
Rydar Equities, Inc. 0002065487Jul 21, 2026 107$177.6M
Objectivity Squared, LLC 0002011113Aug 7, 2026 56$177.5M
J.E. Simmons & Co., P.C. 0002111381Jul 15, 2026 72$177.5M
Christine Messmer PC 0002097609Jul 23, 2026 86$177.5M
Medicxi Ventures Management (Jersey) Ltd 0001715579Aug 4, 2026 3$177.4M
Blackston Financial Advisory Group, LLC 0001910984Aug 14, 2026 106$177.4M
Regeneron Pharmaceuticals, Inc. 0000872589Aug 7, 2026 3$177.2M
Marathon Strategic Advisors, LLC 0002021711Jul 16, 2026 50$177.1M
Holcombe Financial, Inc. 0002056177Jul 13, 2026 51$177.1M
Clark Wealth Partners 0002107657Jul 28, 2026 571$177.1M
Wormser Freres Gestion 0002051288Jul 16, 2026 66$177.0M
AdviceOne Advisory Services, LLC 0001998980Jul 9, 2026 45$177.0M
Accredited Investor Services, LLC 0002028621Aug 5, 2026 81$177.0M
Asahi Life Asset Management Co., LTD. 0001564835Aug 11, 2026 158$177.0M
Vannoy Advisory Group, Inc. 0002011808Jul 22, 2026 30$176.9M
IvyRock Asset Management (HK) Ltd 0001809525Aug 4, 2026 25$176.9M
W.H. Cornerstone Investments Inc. 0001940823Aug 7, 2026 141$176.8M
Jacksonville Wealth Management, LLC 0002048486Aug 4, 2026 76$176.8M
Five Pine Wealth Management 0002041807Aug 13, 2026 51$176.7M
Forthright Family Wealth Advisory LLC 0002008648Jul 16, 2026 57$176.7M
TLW Wealth Management, LLC 0001767217Jul 28, 2026 20$176.7M
Mountain Hill Investment Partners Corp. 0002055557Jul 16, 2026 195$176.5M
Impala Asset Management LLC 0001317679Aug 17, 2026 20$176.4M
Wealthgarden F.S. LLC 0002023633Jul 31, 2026 187$176.4M
Richardson Financial Services Inc. 0002012303Aug 10, 2026 607$176.3M
Valley Brook Capital Group, Inc. 0001851418Jul 27, 2026 120$176.3M
Peak XV Partners Operations LLC 0001886840Sep 4, 2026 1$176.3M
CYBER HORNET ETFs LLC 0001818014Aug 24, 2026 508$176.2M
B Group, Inc. 0002043476Aug 14, 2026 18$176.2M
Caspian Capital LP 0001518999Aug 14, 2026 13$176.1M
Legend Financial Advisors, Inc. 0001781948Jul 20, 2026 40$176.0M
Karnit Road Accident Victims Compensation Fund 0002110887Aug 3, 2026 17$176.0M
Albert D Mason Inc. 0001169318Jul 22, 2026 139$176.0M
Dedeker Financial LLC 0002113408Aug 11, 2026 55$176.0M
Marcho Partners LLP 0001782974Aug 6, 2026 6$175.8M
Providence Financial Advisors, LLC 0002072264Jul 31, 2026 60$175.8M
Stone Loft Wealth Management LLC 0002130930Jul 24, 2026 31$175.8M
Rainier Family Wealth Inc. 0002073596Jul 15, 2026 102$175.7M
Millbank Dartmoor Portsmouth LLC 0002098560Aug 14, 2026 2$175.7M
Resolute Wealth Advisor, Inc. 0002005292Aug 19, 2026 78$175.7M
Pelham Capital Ltd. 0001654111Aug 13, 2026 12$175.6M
Thor Investment Management Inc. /Oh/ 0000883734Jul 23, 2026 48$175.5M
Pavaki Capital Management LLC 0002143027Aug 7, 2026 132$175.5M
Flavin Financial Services, Inc. 0002052798Aug 13, 2026 81$175.5M
Wealth Preservation Advisors, LLC 0001968434Aug 14, 2026 88$175.4M
BML Capital Management, LLC 0001616824Aug 7, 2026 15$175.1M
Capstone Capital LLC 0001993327Jul 22, 2026 26$175.1M
Elevate Wealth Advisory, Inc. 0002011651Aug 14, 2026 127$175.1M
Buttonwood Financial Group, LLC 0001847661Jul 30, 2026 33$175.0M
Gallagher Capital Advisors, LLC 0002034519Aug 5, 2026 71$174.9M
Basepoint Wealth LLC 0002088236Aug 10, 2026 632$174.8M
J. M. Brown & Associates Inc. 0002134631Jul 23, 2026 167$174.7M