13F History

ManagerCIKFiledPositions13F Reported Value
Vaughan David Investments LLC 0001063571Jul 31, 2025 231$4.5B
First Financial Bankshares Inc 0000036029Aug 14, 2025 205$4.5B
Country Trust Bank 0001209324Aug 12, 2025 552$4.5B
Summit Financial, LLC 0001765536Aug 13, 2025 809$4.4B
Atria Wealth Solutions, Inc. 0001927543Jul 25, 2025 1,461$4.4B
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0001510434Jul 21, 2025 684$4.4B
Twinbeech Capital LP 0001769646Aug 14, 2025 601$4.4B
Whittier Trust Co. of Nevada Inc. 0001263548Jul 30, 2025 1,442$4.4B
World Investment Advisors 0001652594Aug 4, 2025 1,122$4.4B
Facet Wealth, Inc. 0001748271Aug 1, 2025 174$4.4B
Generali Asset Management SPA SGR 0002046751Jul 28, 2025 498$4.4B
Wealthcare Advisory Partners LLC 0001683059Jul 22, 2025 969$4.4B
Atlantic Union Bankshares Corp 0000883948Aug 6, 2025 1,228$4.4B
Interval Partners, LP 0001590228Aug 14, 2025 273$4.4B
Bollard Group LLC 0001556218Aug 13, 2025 295$4.4B
American International Group, Inc. 0000005272Aug 8, 2025 3$4.4B
Zimmer Partners, LP 0001565854Aug 14, 2025 145$4.4B
Commerzbank Aktiengesellschaft 0000852933Jul 24, 2025 348$4.4B
Brave Warrior Advisors 0001553733Aug 14, 2025 35$4.4B
Shelton Capital Management 0001002784Aug 13, 2025 711$4.3B
Signature Estate & Investment Advisors LLC 0001079935Jul 29, 2025 577$4.3B
CENTRAL TRUST Co 0000044365Aug 7, 2025 1,439$4.3B
Nvidia Corp. 0001045810Aug 14, 2025 6$4.3B
Robeco Schweiz AG 0001418427Aug 7, 2025 126$4.3B
Hamlin Capital Management, LLC 0001277403Jul 29, 2025 25$4.3B
Kayne Anderson Capital Advisors LP 0000949615Aug 11, 2025 44$4.3B
Harvest Portfolios Group Inc. 0001923739Aug 6, 2025 253$4.3B
General Catalyst Group Management, LLC 0001637946Aug 14, 2025 10$4.3B
BlueSpruce Investments, LP 0001600285Aug 14, 2025 34$4.3B
Bailard, Inc. 0000750641Aug 8, 2025 754$4.3B
Barings LLC 0000009015Aug 12, 2025 171$4.3B
Perigon Wealth Management, LLC 0001575239Jul 16, 2025 1,053$4.3B
Camden Asset Management L P 0000903944Aug 13, 2025 97$4.3B
AQR Arbitrage LLC 0001167456Aug 14, 2025 389$4.3B
Evoke Wealth, LLC 0001793432Aug 7, 2025 585$4.3B
EULAV Asset Management 0001540826Aug 12, 2025 160$4.3B
RFG Advisory, LLC 0001633387Jul 28, 2025 920$4.3B
Donald Smith & Co., Inc. 0000814375Aug 13, 2025 61$4.2B
Lindsell Train Ltd 0001484150Aug 8, 2025 29$4.2B
Allianz SE 0001127508Aug 8, 2025 387$4.2B
Homestead Advisers Corp 0000944804Aug 5, 2025 101$4.2B
Fisher Funds Management LTD 0001435028Aug 4, 2025 168$4.2B
Bridgeway Capital Management, LLC 0001107261Aug 14, 2025 1,180$4.2B
Kennedy Capital Management LLC 0000884589Aug 13, 2025 581$4.2B
Axxcess Wealth Management, LLC 0001911056Jul 28, 2025 880$4.2B
Annex Advisory Services, LLC 0001542287Jul 11, 2025 321$4.2B
Millburn Ridgefield LLC 0001294571Jul 29, 2025 38$4.2B
Orgel Wealth Management, LLC 0001658535Jul 10, 2025 86$4.2B
Foxhaven Asset Management, LP 0001590531Aug 14, 2025 18$4.1B
Baupost Group 0001061768Aug 13, 2025 23$4.1B
DJE Kapital AG 0001659196Aug 7, 2025 105$4.1B
Geneos Wealth Management Inc. 0001764754Aug 18, 2025 3,109$4.1B
Y-Intercept (Hong Kong) Ltd 0001772875Aug 1, 2025 1,587$4.1B
Lazard Freres Gestion S.A.S. 0001426748Jul 31, 2025 110$4.1B
Walleye Trading LLC 0001388391Aug 13, 2025 949$4.1B
Martingale Asset Management L P 0000936944Aug 11, 2025 779$4.1B
Cantor Fitzgerald, L. P. 0001024896Aug 14, 2025 418$4.1B
TD Private Client Wealth LLC 0001551017Jul 15, 2025 1,404$4.1B
Valeo Financial Advisors, LLC 0001722641Sep 12, 2025 751$4.1B
Modern Wealth Management, LLC 0002001900Nov 12, 2025 776$4.1B
Richard Bernstein Advisors LLC 0001528214Aug 6, 2025 212$4.1B
Chicago Capital, LLC 0001740053Jul 17, 2025 353$4.1B
Global Retirement Partners, LLC 0001749744Aug 12, 2025 3,791$4.0B
Wit, LLC 0001840025Aug 14, 2025 18$4.0B
WestEnd Advisors, LLC 0001351731Jul 23, 2025 367$4.0B
Ofi Invest Asset Management 0001977602Jul 25, 2025 313$4.0B
Northwest & Ethical Investments L.P. 0002033536Aug 13, 2025 475$4.0B
E. Ohman J:or Asset Management AB 0002009396Jul 8, 2025 401$4.0B
Truepoint, Inc. 0001427748Aug 8, 2025 137$4.0B
Polar Asset Management Partners Inc. 0001326389Aug 14, 2025 569$4.0B
Mutual Advisors, LLC 0001694080Jul 28, 2025 1,170$4.0B
IMC-Chicago, LLC 0001452861Jul 22, 2025 599$4.0B
Jasper Ridge Partners, L.P. 0001453381Aug 14, 2025 148$4.0B
Cassaday & Co Wealth Management LLC 0001963612Aug 5, 2025 332$4.0B
AlTi Global, Inc. 0001838615Jul 31, 2025 415$4.0B
Orbimed Advisors LLC 0001055951Aug 14, 2025 97$4.0B
Stonegate Investment Group, LLC 0001904154Jul 23, 2025 441$4.0B
Southpoint Capital Advisors LP 0001319998Aug 14, 2025 38$4.0B
Twin Tree Management, LP 0001535588Jul 28, 2025 433$4.0B
Fidelity National Financial, Inc. 0001331875Aug 12, 2025 13$4.0B
Bowen Hanes & Co. Inc. 0001077583Aug 12, 2025 145$4.0B
Nepc LLC 0001424799Aug 14, 2025 50$4.0B
Harbour Investments, Inc. 0000810121Jul 28, 2025 3,607$3.9B
Wolverine Trading, LLC 0000927337Aug 18, 2025 1,192$3.9B
Bleakley Financial Group, LLC 0001936953Jul 30, 2025 570$3.9B
Duquesne Family Office 0001536411Aug 15, 2025 65$3.9B
Quantbot Technologies LP 0001512991Aug 13, 2025 1,595$3.9B
Metis Global Partners, LLC 0001594916Aug 6, 2025 768$3.9B
Kellogg W K Foundation Trust 0001197921Jul 30, 2025 2$3.9B
Caxton Associates LLP 0002051323Aug 15, 2025 670$3.9B
Nicholas Hoffman & Company, LLC. 0001678953Aug 6, 2025 305$3.9B
First Horizon Advisors, Inc. 0001588539Aug 6, 2025 2,345$3.8B
Vinva Investment Management Ltd 0001968109Aug 13, 2025 400$3.8B
NorthRock Partners, LLC 0001632097Nov 14, 2025 667$3.8B
CreativeOne Wealth, LLC 0001739728Aug 12, 2025 1,109$3.8B
AMG National Trust Bank 0001388829Aug 4, 2025 442$3.8B
Trian Fund Management 0001345471Aug 14, 2025 10$3.8B
Gendell Jeffrey L 0001056581Aug 14, 2025 77$3.8B
Old Mission Capital LLC 0001455915Aug 14, 2025 985$3.8B
MassMutual Private Wealth & Trust, FSB 0001103653Jul 9, 2025 2,375$3.8B