Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
TRUEFG, LLC96.6%89.1%65.6%44.8%16.2%$4,641,96839
Sterling Group Wealth Management, LLC90.8%81.9%65.6%53.6%27.6%$1,706,80049
Brevan Howard Capital Management LP94.7%89.2%65.6%44.2%18.1%$225,225,382383
Florin Court Capital LLP100.0%86.5%65.6%51.5%20.2%$1,168,23018
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.94.2%85.2%65.5%54.1%26.8%$832,01038
Barton Investment Management96.7%85.1%65.5%55.2%22.2%$8,362,58445
Kopp Family Office, LLC100.0%93.7%65.5%45.6%17.8%$4,252,34521
Summit Wealth Group, LLC94.5%83.6%65.5%52.4%29.6%$2,745,09639
SYM FINANCIAL Corp92.5%83.9%65.4%51.9%29.5%$14,650,360186
Stevard, LLC90.7%80.6%65.4%56.1%43.4%$1,662,78244
C2C Wealth Management, LLC75.5%70.1%65.3%62.7%58.7%$5,772,618232
McCarthy Asset Management, Inc.96.2%83.2%65.3%54.0%23.1%$2,184,57436
CHERRYDALE WEALTH MANAGEMENT, LLC92.7%82.9%65.3%49.0%22.1%$3,050,44847
Darsana Capital Partners LP100.0%100.0%65.3%42.3%15.5%$33,700,44110
Cheyne Capital Management (UK) LLP97.8%80.6%65.3%52.3%29.4%$1,664,15524
Simplify Asset Management Inc.82.7%75.4%65.2%54.1%31.8%$24,293,587122
Taconic Capital Advisors LP92.4%79.9%65.2%54.0%29.4%$60,340,835163
Gallagher Fiduciary Advisors, LLC89.8%77.9%65.2%58.5%33.5%$39,611,125171
Ocean Capital Management, LLC96.0%82.2%65.2%46.9%19.2%$1,387,34439
Jasper Ridge Partners, L.P.86.8%77.7%65.1%56.3%22.1%$32,223,485144
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.