-
Location
-
Greenwich, CT
-
Holdings as of
-
12/31/2025
-
Value
-
$190.6B
-
Num holdings
-
16,934
-
Date filed
-
2/17/2026
-
Form type
-
13F-HR
| Ticker |
Issuer name |
Class |
Value |
% |
Shares |
Discretion |
Other manager |
Sole |
Shared |
None |
ID |
Other managers
| Num |
Name |
File number |
| 1 |
AQR Capital Management Holdings, LLC |
028-16752 |
| 2 |
Compound Planning, Inc. |
028-23288 |
| 3 |
DOPKINS WEALTH MANAGEMENT, LLC |
028-21455 |
| 4 |
Arax Advisory Partners |
028-17856 |
| 5 |
Alaska Permanent Fund Corp |
028-20231 |
| 6 |
GuideStone Capital Management, LLC |
028-10998 |
| 7 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC |
028-13854 |
| 8 |
Stokes Family Office, LLC |
028-19806 |
| 9 |
NATIONAL MUTUAL FUNDS MANAGEMENT LTD |
028-23268 |
| 10 |
RF&L WEALTH MANAGEMENT, LLC |
028-23086 |