-
Location
-
Greenwich, CT
-
Holdings as of
-
3/31/2026
-
Value
-
$218.4B
-
Num holdings
-
20,832
-
Date filed
-
5/15/2026
-
Form type
-
13F-HR
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Next filing
-
| Ticker |
Issuer name |
Class |
Value |
% |
Shares |
Discretion |
Other manager |
Sole |
Shared |
None |
ID |
Other managers
| Num |
Name |
File number |
| 1 |
Petros Family Wealth, LLC |
028-25055 |
| 2 |
KEB ASSET MANAGEMENT, LLC |
028-21639 |
| 3 |
AQR Capital Management Holdings, LLC |
028-16752 |
| 4 |
RF&L WEALTH MANAGEMENT, LLC |
028-23086 |
| 5 |
Prism Planning Partners LLC |
028-26226 |
| 6 |
Compound Planning, Inc. |
028-23288 |
| 7 |
DOPKINS WEALTH MANAGEMENT, LLC |
028-21455 |
| 8 |
Arax Advisory Partners |
028-17856 |
| 9 |
Alaska Permanent Fund Corp |
028-20231 |
| 10 |
GuideStone Capital Management, LLC |
028-10998 |
| 11 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC |
028-13854 |
| 12 |
Stokes Family Office, LLC |
028-19806 |
| 13 |
NATIONAL MUTUAL FUNDS MANAGEMENT LTD |
028-23268 |