Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
MAIN MANAGEMENT ETF ADVISORS, LLC $2.21B 147 2024-12-31 2025-02-14
COOKSON PEIRCE & CO INC $2.21B 265 2024-12-31 2025-02-06
TRIVEST ADVISORS LTD $2.20B 45 2024-12-31 2025-02-11
CONSTELLATION INVESTMENTS, INC. $2.20B 17 2024-12-31 2025-01-29
CORECAP ADVISORS, LLC $2.20B 2862 2024-12-31 2025-02-14
PORT CAPITAL LLC $2.19B 88 2024-12-31 2025-02-14
MANE GLOBAL CAPITAL MANAGEMENT LP $2.19B 61 2024-12-31 2025-02-14
COHO PARTNERS, LTD. $2.17B 39 2024-12-31 2025-01-30
CONCENTRIC CAPITAL STRATEGIES, LP $2.17B 246 2024-12-31 2025-02-14
LAKE STREET ADVISORS GROUP, LLC $2.17B 646 2024-12-31 2025-02-04
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. $2.17B 103 2024-12-31 2025-02-14
PATIENT CAPITAL MANAGEMENT, LLC $2.17B 43 2024-12-31 2025-02-14
FIRST WESTERN TRUST BANK $2.17B 196 2024-12-31 2025-02-12
HARVEST FUND MANAGEMENT CO., LTD $2.16B 743 2024-12-31 2025-02-11
PARADIGM CAPITAL MANAGEMENT INC/NY $2.16B 128 2024-12-31 2025-02-14
GLADSTONE INSTITUTIONAL ADVISORY LLC $2.16B 697 2024-12-31 2025-01-29
MATRIX CAPITAL MANAGEMENT COMPANY, LP $2.15B 5 2024-12-31 2025-02-13
BIRCH HILL INVESTMENT ADVISORS LLC $2.15B 181 2024-12-31 2025-01-28
OSTERWEIS CAPITAL MANAGEMENT INC $2.15B 196 2024-12-31 2025-02-13
PARVUS ASSET MANAGEMENT EUROPE LTD $2.15B 1 2024-12-31 2025-02-14
GHP INVESTMENT ADVISORS, INC. $2.14B 973 2024-12-31 2025-01-27
59 NORTH CAPITAL MANAGEMENT, LP $2.14B 13 2024-12-31 2025-02-14
FUND EVALUATION GROUP, LLC $2.14B 38 2024-12-31 2025-02-12
OBERWEIS ASSET MANAGEMENT INC/ $2.12B 196 2024-12-31 2025-02-14
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ $2.12B 44 2024-12-31 2025-02-14
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