Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
PALESTRA CAPITAL MANAGEMENT LLC $3.65B 36 2024-12-31 2025-02-14
AMG NATIONAL TRUST BANK $3.64B 448 2024-12-31 2025-02-07
COMPREHENSIVE FINANCIAL MANAGEMENT LLC $3.63B 41 2024-12-31 2025-02-14
PARTNERS CAPITAL INVESTMENT GROUP, LLP $3.63B 125 2024-12-31 2025-01-31
SYLEBRA CAPITAL LLC $3.63B 26 2024-12-31 2025-02-18
DAI-ICHI LIFE INSURANCE COMPANY, LTD $3.62B 482 2024-12-31 2025-02-13
BOLLARD GROUP LLC $3.61B 289 2024-12-31 2025-02-14
VALEO FINANCIAL ADVISORS, LLC $3.59B 741 2024-12-31 2025-01-30
EVOKE WEALTH, LLC $3.59B 434 2024-12-31 2025-02-10
PERCEPTIVE ADVISORS LLC $3.59B 99 2024-12-31 2025-02-14
MARATHON ASSET MANAGEMENT LTD $3.58B 81 2024-12-31 2025-02-06
TD PRIVATE CLIENT WEALTH LLC $3.58B 1313 2024-12-31 2025-02-11
FIRST HORIZON ADVISORS, INC. $3.57B 2283 2024-12-31 2025-02-03
OVERSEA-CHINESE BANKING CORP LTD $3.56B 363 2024-12-31 2025-02-11
DUQUESNE FAMILY OFFICE LLC $3.55B 78 2024-12-31 2025-02-14
CLOSE ASSET MANAGEMENT LTD $3.55B 268 2024-12-31 2025-01-28
ANCHOR CAPITAL ADVISORS LLC $3.51B 242 2024-12-31 2025-02-05
NEARWATER CAPITAL MARKETS, LTD $3.50B 78 2024-12-31 2025-02-13
BAIN CAPITAL INVESTORS LLC $3.50B 5 2024-12-31 2025-02-14
GLOBAL RETIREMENT PARTNERS, LLC $3.49B 3652 2024-12-31 2025-01-31
HORIZON INVESTMENTS, LLC $3.49B 863 2024-12-31 2025-02-10
HARBOUR INVESTMENTS, INC. $3.48B 3491 2024-12-31 2025-02-10
CONTOUR ASSET MANAGEMENT LLC $3.46B 28 2024-12-31 2025-02-14
MAPLELANE CAPITAL, LLC $3.45B 127 2024-12-31 2025-02-13
SECURIAN ASSET MANAGEMENT, INC $3.44B 926 2024-12-31 2025-02-10
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