13F History

ManagerCIKFiledPositions13F Reported Value
Multicoin Capital Management, LLC 0002017172Feb 13, 2026 4$114.4M
PSP Research LLC 0002106939Feb 6, 2026 85$114.4M
Mercato Partners Growth III Gp, LLC 0002060676Feb 17, 2026 1$114.4M
Ak Global Asset Management, LLC 0002105908Jan 21, 2026 31$114.4M
Capstone Wealth Management, Inc. 0002112205Feb 20, 2026 40$114.1M
RPM Capital Partners, LLC 0001555433Jan 14, 2026 2$114.1M
Ativo Capital Management LLC 0001423065Feb 2, 2026 55$114.1M
Directional Asset Management 0002105817Jan 29, 2026 93$114.0M
Karani Asset Management LLC 0001792430Feb 17, 2026 35$114.0M
CDC Financial, Inc. 0002077836Feb 13, 2026 27$113.9M
Financial Planning Fort Collins, LLC 0002111920Feb 18, 2026 29$113.9M
Alan B Lancz & Associates, Inc. 0001897835Feb 6, 2026 132$113.8M
Legacy Solutions, LLC 0002053314Jan 14, 2026 81$113.8M
Safe Harbor Family Capital, LLC 0002065810Jan 30, 2026 51$113.8M
Waycross Investment Management Co 0001922448Jan 8, 2026 47$113.7M
Converium Capital Inc. 0002043653Aug 11, 2026 11$113.7M
Keenan, LLC 0002111703Mar 4, 2026 41$113.7M
Powerhouse Assets LLC 0001564396Jan 15, 2026 54$113.7M
LWM Advisors Inc. 0002067328Jan 9, 2026 29$113.7M
Cannon Capital Management, Inc. 0002100130Jan 30, 2026 27$113.7M
Clarity Retirement & Wealth, LLC 0002103352Feb 11, 2026 33$113.6M
CrossGen Wealth, LLC 0002112179Feb 19, 2026 198$113.5M
Broyhill Asset Management, LLC 0001966057Feb 13, 2026 78$113.5M
QP Wealth Management, LLC 0001802496Jan 7, 2026 105$113.5M
Empery Asset Management, LP 0001469336Feb 11, 2026 31$113.4M
Kane Co Wealth Management, Inc. 0002109915Feb 5, 2026 50$113.4M
Gallo Partners, LP 0002015727Feb 17, 2026 36$113.4M
Larry Mathis Financial Planning, LLC 0002118274Mar 11, 2026 157$113.4M
Hudson Oak Wealth Advisory LLC 0002088700Jan 23, 2026 55$113.3M
Carter Financial, LLC 0002115533Mar 17, 2026 24$113.3M
Forefront Analytics, LLC 0001696802Feb 17, 2026 43$113.3M
Safe Harbor Fiduciary, LLC 0002036114Feb 17, 2026 231$113.2M
Severin Investments, LLC 0001763454Feb 9, 2026 167$113.1M
Bayban 0002110649Mar 5, 2026 613$113.1M
Cassilly Financial Group LLC 0002090777Jan 15, 2026 62$113.1M
Wealth Advisory Team LLC 0002039196Feb 5, 2026 39$113.1M
BML Capital Management, LLC 0001616824Feb 3, 2026 13$113.0M
Dara Capital Us, Inc. 0001891892Jan 23, 2026 119$113.0M
SeedSafe Financial LLC 0002149814Aug 12, 2026 33$113.0M
Worthington Financial Partners, LLC 0002111427Mar 5, 2026 96$113.0M
NewCorp Financial Services, Inc. 0002110453Feb 10, 2026 49$112.9M
Karl Kapital LLC 0002058849Feb 17, 2026 18$112.8M
Point Break Capital Management, LLC 0001631943Feb 12, 2026 16$112.7M
Stirlingshire Investments, Inc. 0001829271Feb 11, 2026 186$112.7M
RM Financial Services, LLC 0002109852Feb 11, 2026 76$112.7M
Investment Advisory Services Group LLC 0002099157Feb 4, 2026 31$112.7M
One River Asset Management, LLC 0001616336Jan 28, 2026 58$112.7M
Anchor Capital Management Company, LLC 0002009885Feb 17, 2026 7$112.7M
First Growth Capital LLC 0002112081Feb 19, 2026 121$112.6M
Odyssey Capital Advisors, Inc. 0002104872Feb 5, 2026 92$112.6M
Alessandra Capital Management, LLC 0002132506Apr 30, 2026 104$112.5M
Vericrest Private Wealth 0001912300Mar 12, 2026 47$112.5M
DB Fitzpatrick & Co, Inc 0001885767Jan 15, 2026 100$112.5M
Bolthouse Investments, LLC 0001567013Jan 27, 2026 71$112.5M
Nitor Capital Management LLC 0002019017Feb 17, 2026 24$112.4M
Figure 8 Investment Strategies LLC 0001909570Jan 21, 2026 62$112.3M
Stone Wealth Partners 0001813454Feb 24, 2026 68$112.3M
WJ Financial Advisors LLC 0002095682Feb 2, 2026 115$112.3M
BG Investment Services, LLC 0001873989Feb 5, 2026 45$112.2M
Windsor Advisory Group, LLC 0001739953Feb 17, 2026 79$112.0M
Robocap Asset Management Ltd 0002030580Feb 2, 2026 25$112.0M
Dougherty & Associates, LLC 0002109295Feb 5, 2026 56$111.9M
Tannin Capital LLC 0002110834Feb 17, 2026 135$111.8M
Up Capital Management, Inc. 0002117787Mar 23, 2026 24$111.8M
Quest 10 Wealth Builders, Inc. 0002035215Jan 29, 2026 787$111.8M
Gratia Capital, LLC 0001599793Feb 17, 2026 27$111.8M
McLaughlin Asset Management, Inc. 0002112239Feb 20, 2026 91$111.7M
Nan Fung Group Holdings Ltd 0001782539Feb 13, 2026 27$111.7M
Dedeker Financial LLC 0002113408Mar 31, 2026 55$111.7M
Guardian Capital, LLC 0002083963Feb 5, 2026 88$111.7M
Advocate Investing Services LLC 0002110509Feb 12, 2026 450$111.6M
Torrey-Payne Wealth Management, LLC 0002112151Feb 19, 2026 39$111.6M
BluePrint Investing LLC 0002108872Feb 5, 2026 25$111.6M
Capital Developers, LLC 0002105385Jan 30, 2026 50$111.6M
Aldebaran Capital, LLC 0001448430Feb 12, 2026 35$111.5M
St. Nicholas Private Asset Management, Inc. 0002054680Feb 13, 2026 36$111.5M
Roxbury Financial LLC 0002054149Jan 5, 2026 371$111.4M
Minot DeBlois Advisors LLC 0001475933Feb 13, 2026 225$111.4M
Moneda S.A. Administradora General de Fondos 0001536361Feb 17, 2026 32$111.3M
Stonehaven Wealth & Tax Solutions, LLC 0002056591Jan 23, 2026 85$111.3M
Drystone LLC 0001910462Feb 6, 2026 17$111.2M
Investors Portfolio Services LLC 0002073833Feb 9, 2026 431$111.0M
Bayview Asset Management, LLC 0001767366Feb 13, 2026 45$111.0M
Avise Financial Cooperative, Inc. 0002013342Feb 11, 2026 94$111.0M
Trustco Bank Corp. N Y 0000357301Feb 13, 2026 69$111.0M
PARK CIRCLE Co 0001546592Feb 13, 2026 49$110.9M
New Covenant Trust Company, N.A. 0002023097Jan 13, 2026 90$110.9M
Prosperity Bancshares Inc 0001068851Feb 17, 2026 396$110.8M
Stuart Investment Advisors, Inc. 0001910180Feb 13, 2026 17$110.8M
Ruggiero Investments, Inc. 0002110677Feb 12, 2026 78$110.8M
Wasserstein Management, L.P. 0001751492Feb 17, 2026 1$110.7M
Courant Investment Management LLC 0001695426Jan 22, 2026 6$110.6M
Miller Global Investments, LLC 0002099097Jan 5, 2026 247$110.5M
Parrish Capital LLC 0002131053Apr 28, 2026 86$110.4M
Lane Generational LLC 0001901384Feb 12, 2026 34$110.4M
Prairieview Wealth Partners, LLC 0002011194Feb 5, 2026 30$110.2M
Incision Capital Management LP 0002049997Feb 17, 2026 5$110.2M
Hardworking Capital Advisors, LLC 0002098583Feb 12, 2026 84$110.1M
Ahara Advisors LLC 0002116771Apr 2, 2026 50$110.0M
HS Investments IV Ltd 0002065165Feb 17, 2026 2$110.0M