Latest 13F Filings

Since 7/1/2025

Manager Period Date Filed
Avos Capital Management, LLC 2025 Q2 8/13/2025
Vulcan Value Partners, LLC 2025 Q2 8/13/2025
CLOVERFIELDS CAPITAL GROUP, LP 2025 Q2 8/13/2025
Freedom Together Foundation 2025 Q2 8/13/2025
SUMMIT WEALTH GROUP LLC / CO 2025 Q2 8/13/2025
1492 Capital Management LLC 2025 Q2 8/13/2025
ArchPoint Investors 2025 Q2 8/13/2025
NEOS Investment Management LLC 2025 Q2 8/13/2025
BERKSHIRE ASSET MANAGEMENT LLC/PA 2025 Q2 8/13/2025
StoneX Group Inc. 2021 Q4 - RESTATEMENT 8/13/2025
TLS Advisors LLC 2025 Q2 8/13/2025
Greencape Capital Pty Ltd 2025 Q2 8/13/2025
Capital Analysts, LLC 2025 Q2 8/13/2025
Alphinity Investment Management Pty Ltd 2025 Q2 8/13/2025
American Money Management, LLC 2025 Q2 8/13/2025
Glendon Capital Management LP 2025 Q2 8/13/2025
Union Heritage Capital, LLC 2025 Q2 8/13/2025
GQG Partners LLC 2025 Q2 8/13/2025
First National Advisers, LLC 2025 Q2 8/13/2025
PACK Private Wealth, LLC 2025 Q2 8/13/2025
Azimuth Capital Investment Management LLC 2025 Q2 8/13/2025
RWC Asset Management LLP 2025 Q2 8/13/2025
Stablepoint Partners, LLC 2025 Q2 8/13/2025
Berry Wealth Group, LP 2025 Q2 8/13/2025
Tsai Capital Corp 2025 Q2 8/13/2025
Legacy Capital Wealth Partners, LLC 2025 Q2 8/13/2025
Kuhn & Co Investment Counsel 2025 Q2 8/13/2025
Aspire Growth Partners LLC 2025 Q2 8/13/2025
Evolutionary Tree Capital Management, LLC 2025 Q2 8/13/2025
Delta Accumulation, LLC 2025 Q2 8/13/2025
PURSUE WEALTH PARTNERS LLC 2025 Q2 8/13/2025
BALANCED WEALTH GROUP LLC 2025 Q2 8/13/2025
Meridian Wealth Partners, LLC 2025 Q2 8/13/2025
DENVER WEALTH MANAGEMENT, INC. 2025 Q2 8/13/2025
Mount Capital Ltd 2025 Q2 8/13/2025
Independent Family Office, LLC 2025 Q2 8/13/2025
GoodHaven Capital Management, LLC 2025 Q2 8/13/2025
NEW YORK STATE COMMON RETIREMENT FUND 2025 Q2 8/13/2025
Finepoint Capital LP 2025 Q2 8/13/2025
West Family Investments, Inc. 2025 Q2 8/13/2025
StepStone Group LP 2025 Q2 8/13/2025
Giverny Capital Inc. 2025 Q2 8/13/2025
Wealthquest Corp 2025 Q2 8/13/2025
Williamson Legacy Group, LLC 2025 Q2 8/13/2025
ADVENT CAPITAL MANAGEMENT /DE/ 2025 Q2 8/13/2025
SCHRODER INVESTMENT MANAGEMENT GROUP 2025 Q2 8/13/2025
Gator Capital Management, LLC 2025 Q2 8/13/2025
Rinkey Investments 2025 Q2 8/13/2025
EDGEWOOD MANAGEMENT LLC 2025 Q2 8/13/2025
AmeriServ Wealth Advisors 2025 Q2 8/13/2025
DE BURLO GROUP INC 2025 Q2 8/13/2025
Colonial Trust Co / SC 2025 Q2 8/13/2025
Fairtree Asset Management (Pty) Ltd 2025 Q2 8/13/2025
Dana Investment Advisors, Inc. 2025 Q2 8/13/2025
Foresight Group Ltd Liability Partnership 2025 Q2 8/13/2025
Generation Capital Management LLC 2025 Q2 8/13/2025
MACKENZIE FINANCIAL CORP 2025 Q2 8/13/2025
Yakira Capital Management, Inc. 2025 Q2 8/13/2025
LOOMIS SAYLES & CO L P 2025 Q2 8/13/2025
Skandinaviska Enskilda Banken AB (publ) 2025 Q2 8/13/2025
SANTA MONICA PARTNERS LP 2025 Q2 8/13/2025
NEUBERGER BERMAN GROUP LLC 2025 Q2 8/13/2025
PORTLAND INVESTMENT COUNSEL INC. 2025 Q2 8/13/2025
Virtus Investment Advisers, LLC 2025 Q2 8/13/2025
Colonial Trust Advisors 2025 Q2 8/13/2025
Teca Partners, LP 2025 Q2 8/13/2025
Silvant Capital Management LLC 2025 Q2 8/13/2025
Tejara Capital Ltd 2025 Q2 8/13/2025
Ceredex Value Advisors LLC 2025 Q2 8/13/2025
Oxler Private Wealth LLC 2025 Q2 8/13/2025
F/m Investments LLC 2025 Q2 8/13/2025
NORGES BANK 2025 Q2 8/13/2025
General Pension Society PZU Joint Stock Co 2025 Q2 8/13/2025
Marcho Partners LLP 2025 Q2 8/13/2025
Laidlaw Wealth Management LLC 2025 Q2 8/13/2025
SCOTIA CAPITAL INC. 2025 Q2 8/13/2025
Cohanzick Management, LLC 2025 Q2 8/13/2025
Paradice Investment Management LLC 2025 Q2 8/13/2025
LEVEL FOUR ADVISORY SERVICES, LLC 2025 Q2 8/13/2025
BANK OF NOVA SCOTIA TRUST CO 2025 Q2 8/13/2025
Sellaronda Global Management LP 2025 Q2 8/13/2025
CAPITAL FUND MANAGEMENT S.A. 2025 Q2 8/13/2025
PATRICK M SWEENEY & ASSOCIATES, INC 2025 Q2 8/13/2025
CDAM (UK) Ltd 2025 Q2 8/13/2025
Crossingbridge Advisors, LLC 2025 Q2 8/13/2025
ACK Asset Management LLC 2025 Q2 8/13/2025
Pamplona Capital Management, LLC 2025 Q2 8/13/2025
Wolf Hill Capital Management, LP 2025 Q2 8/13/2025
Providence Capital Advisors, LLC 2025 Q2 8/13/2025
Seven Six Capital Management, LLC 2025 Q2 8/13/2025
BRISTOL JOHN W & CO INC /NY/ 2025 Q2 8/13/2025
WHALEROCK POINT PARTNERS, LLC 2025 Q2 8/13/2025
Global Endowment Management, LP 2025 Q2 8/13/2025
LITTLEJOHN & CO LLC 2025 Q2 8/13/2025
American Investment Services, Inc. 2025 Q2 8/13/2025
GROUPAMA ASSET MANAGMENT 2025 Q2 8/13/2025
Clarkston Capital Partners, LLC 2025 Q2 8/13/2025
Advantage Alpha Capital Partners LP 2025 Q2 8/13/2025
CORSAIR CAPITAL MANAGEMENT, L.P. 2025 Q2 8/13/2025
Alcosta Capital Management, Inc. 2025 Q2 8/13/2025