Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Northpond Ventures, LLC100.0%100.0%100.0%100.0%65.4%$15,993,8433
Motley Fool Asset Management LLC50.5%36.4%23.5%15.6%5.6%$15,993,440215
PITCAIRN CO44.6%34.5%25.3%20.1%11.3%$15,989,241604
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors68.9%56.5%39.9%30.7%12.9%$15,951,862235
Amplius Wealth Advisors, LLC71.9%50.9%31.6%21.5%8.0%$15,947,243162
FDx Advisors, Inc.32.5%21.3%12.9%9.2%4.7%$15,942,806622
FAS Wealth Partners, Inc.51.8%38.0%24.3%17.3%6.8%$15,936,988413
PFG Advisors27.4%18.0%11.0%7.4%2.8%$15,931,132594
Perella Weinberg Partners Capital Management LP99.1%90.6%63.9%44.3%18.0%$15,920,04624
TCI Wealth Advisors, Inc.78.0%65.6%48.6%36.2%13.7%$15,899,556193
WealthTrust Axiom LLC47.4%32.1%19.5%12.6%4.4%$15,887,838240
GAM Holding AG42.1%28.4%18.3%13.6%5.0%$15,887,064176
Alpha Square Group S LLC100.0%96.5%83.3%67.0%37.9%$15,874,02421
Advance Capital Management, Inc.94.7%91.4%77.7%62.7%33.4%$15,867,201124
Global Endowment Management, LP83.2%72.6%59.1%45.8%23.6%$15,863,919118
TruWealth Advisors, LLC65.0%44.1%29.0%19.9%9.1%$15,852,924146
Transamerica Financial Advisors, Inc.60.8%47.5%37.5%31.1%19.7%$15,847,695651
Juniper Investment Company, LLC100.0%100.0%80.6%55.8%21.3%$15,843,59010
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD100.0%100.0%100.0%100.0%100.0%$15,835,6801
Triodos Investment Management BV70.1%43.2%25.7%17.0%6.3%$15,811,82747
Statistics for filers

This page shows you the Q3 2023 statistics for the filers.

Top 5
The total weighting of the top 5 holdings.
Value
The total value of the reported holdings.
Holdings
The number of reported holdings.