Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
FULL SAIL CAPITAL, LLC $1.57B 158 2024-12-31 2025-02-13
LAURION CAPITAL MANAGEMENT LP $1.57B 293 2024-12-31 2025-02-14
ILEX CAPITAL PARTNERS LLP $1.56B 31 2024-12-31 2025-02-14
HILL CITY CAPITAL, LP $1.56B 19 2024-12-31 2025-02-14
LOWE BROCKENBROUGH & CO INC $1.56B 263 2024-12-31 2025-02-11
CULLINAN ASSOCIATES INC $1.56B 217 2024-12-31 2025-01-24
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN $1.56B 31 2024-12-31 2025-02-14
HEITMAN REAL ESTATE SECURITIES LLC $1.55B 54 2024-12-31 2025-02-14
LOMBARD ODIER ASSET MANAGEMENT LTD $1.55B 187 2024-12-31 2025-02-14
EFFICIENT ADVISORS, LLC $1.55B 66 2024-12-31 2025-02-07
EDGAR LOMAX CO/VA $1.55B 68 2024-12-31 2025-02-13
ADERO PARTNERS, LLC $1.55B 262 2024-12-31 2025-01-27
GILEAD SCIENCES, INC. $1.55B 16 2024-12-31 2025-02-13
STONEX GROUP INC. $1.55B 433 2024-12-31 2025-02-12
AUREUS ASSET MANAGEMENT, LLC $1.55B 209 2024-12-31 2025-02-14
INSIGHT HOLDINGS GROUP, LLC $1.55B 28 2024-12-31 2025-02-14
OXFORD FINANCIAL GROUP, LTD. LLC $1.54B 300 2024-12-31 2025-02-11
POLITAN CAPITAL MANAGEMENT LP $1.54B 4 2024-12-31 2025-02-14
FIRST NATIONAL BANK OF OMAHA $1.54B 308 2024-12-31 2025-02-11
CONFLUENCE WEALTH SERVICES, INC. $1.54B 332 2024-12-31 2025-01-27
TECTONIC ADVISORS LLC $1.54B 320 2024-12-31 2025-01-27
BOUNDARY CREEK ADVISORS LP $1.53B 32 2024-12-31 2025-02-11
EVENSKY & KATZ LLC $1.53B 78 2024-12-31 2025-02-13
CONSULTA LTD $1.53B 13 2024-12-31 2025-02-14
ROTHSCHILD INVESTMENT LLC $1.53B 2955 2024-12-31 2025-02-04
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