Weighting | |||||||
---|---|---|---|---|---|---|---|
Filer | Top 20 | Top 10 | Top 5 | Top 3 | Top 1 | Value | Holdings |
Northpond Ventures, LLC | 100.0% | 100.0% | 100.0% | 100.0% | 65.4% | $15,993,843 | 3 |
Motley Fool Asset Management LLC | 50.5% | 36.4% | 23.5% | 15.6% | 5.6% | $15,993,440 | 215 |
PITCAIRN CO | 44.6% | 34.5% | 25.3% | 20.1% | 11.3% | $15,989,241 | 604 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 68.9% | 56.5% | 39.9% | 30.7% | 12.9% | $15,951,862 | 235 |
Amplius Wealth Advisors, LLC | 71.9% | 50.9% | 31.6% | 21.5% | 8.0% | $15,947,243 | 162 |
FDx Advisors, Inc. | 32.5% | 21.3% | 12.9% | 9.2% | 4.7% | $15,942,806 | 622 |
FAS Wealth Partners, Inc. | 51.8% | 38.0% | 24.3% | 17.3% | 6.8% | $15,936,988 | 413 |
PFG Advisors | 27.4% | 18.0% | 11.0% | 7.4% | 2.8% | $15,931,132 | 594 |
Perella Weinberg Partners Capital Management LP | 99.1% | 90.6% | 63.9% | 44.3% | 18.0% | $15,920,046 | 24 |
TCI Wealth Advisors, Inc. | 78.0% | 65.6% | 48.6% | 36.2% | 13.7% | $15,899,556 | 193 |
WealthTrust Axiom LLC | 47.4% | 32.1% | 19.5% | 12.6% | 4.4% | $15,887,838 | 240 |
GAM Holding AG | 42.1% | 28.4% | 18.3% | 13.6% | 5.0% | $15,887,064 | 176 |
Alpha Square Group S LLC | 100.0% | 96.5% | 83.3% | 67.0% | 37.9% | $15,874,024 | 21 |
Advance Capital Management, Inc. | 94.7% | 91.4% | 77.7% | 62.7% | 33.4% | $15,867,201 | 124 |
Global Endowment Management, LP | 83.2% | 72.6% | 59.1% | 45.8% | 23.6% | $15,863,919 | 118 |
TruWealth Advisors, LLC | 65.0% | 44.1% | 29.0% | 19.9% | 9.1% | $15,852,924 | 146 |
Transamerica Financial Advisors, Inc. | 60.8% | 47.5% | 37.5% | 31.1% | 19.7% | $15,847,695 | 651 |
Juniper Investment Company, LLC | 100.0% | 100.0% | 80.6% | 55.8% | 21.3% | $15,843,590 | 10 |
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | $15,835,680 | 1 |
Triodos Investment Management BV | 70.1% | 43.2% | 25.7% | 17.0% | 6.3% | $15,811,827 | 47 |
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.