Linscomb Wealth 13F annual report
Linscomb Wealth is an investment fund managing more than $1.93 trillion ran by Lyda Iturralde. There are currently 219 companies in Mrs. Iturralde’s portfolio. The largest investments include Vanguard Tax-managed Fds and Ishares Tr, together worth $626 billion.
$1.93 trillion Assets Under Management (AUM)
As of 31st July 2024, Linscomb Wealth’s top holding is 3,890,392 shares of Vanguard Tax-managed Fds currently worth over $192 billion and making up 10.0% of the portfolio value.
In addition, the fund holds 4,052,204 shares of Ishares Tr worth $433 billion.
The third-largest holding is Wisdomtree Tr worth $151 billion and the next is Invesco Exchange Traded Fd T worth $83.5 billion, with 2,154,840 shares owned.
Currently, Linscomb Wealth's portfolio is worth at least $1.93 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Linscomb Wealth
The Linscomb Wealth office and employees reside in Houston, Texas. According to the last 13-F report filed with the SEC, Lyda Iturralde serves as the Chief Compliance Officer & Chief of Staff at Linscomb Wealth.
Recent trades
In the most recent 13F filing, Linscomb Wealth revealed that it had opened a new position in
American Wtr Wks Co Inc New and bought 35,838 shares worth $4.63 billion.
The investment fund also strengthened its position in Ishares Tr by buying
1,016,829 additional shares.
This makes their stake in Ishares Tr total 4,052,204 shares worth $433 billion.
On the other hand, there are companies that Linscomb Wealth is getting rid of from its portfolio.
Linscomb Wealth closed its position in Laboratory Corp Amer Hldgs on 7th August 2024.
It sold the previously owned 12,983 shares for $2.61 billion.
Lyda Iturralde also disclosed a decreased stake in Vanguard Tax-managed Fds by approximately 0.1%.
This leaves the value of the investment at $192 billion and 3,890,392 shares.
One of the largest hedge funds
The two most similar investment funds to Linscomb Wealth are Metropolitan Life Insurance Co/ny and Emerald Mutual Fund Advisers Trust. They manage $1.93 trillion and $1.92 trillion respectively.
Lyda Iturralde investment strategy
Linscomb Wealth’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 8.8% of
the total portfolio value.
The fund focuses on investments in the United States as
52.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
50% of the total holdings value.
On the other hand, small-cap stocks make up only 2.7% of the portfolio.
The average market cap of the portfolio companies is close to $152 billion.
The complete list of Linscomb Wealth trades based on 13F SEC filings
These positions were updated on August 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
Security | Shares Owned | Value | Allocation |
---|---|---|---|
Vanguard Tax-managed Fds |
1.13%
3,890,392
|
$192,263,170,000 | 9.97% |
Ishares Tr |
33.50%
4,052,204
|
$433,448,724,000 | 22.48% |
Wisdomtree Tr |
5.33%
2,928,240
|
$151,015,879,000 | 7.83% |
Invesco Exchange Traded Fd T |
3.21%
2,154,840
|
$83,456,636,000 | 4.33% |
Microsoft Corporation |
4.60%
109,322
|
$48,861,690,000 | 2.53% |
Exxon Mobil Corp. |
3.36%
417,943
|
$48,113,637,000 | 2.50% |
Vanguard Index Fds |
5.61%
278,294
|
$66,036,358,000 | 3.43% |
Spdr Ser Tr |
10.43%
321,789
|
$40,109,303,000 | 2.08% |
Apple Inc |
3.74%
161,832
|
$34,084,990,000 | 1.77% |
Broadcom Inc |
12.15%
17,364
|
$27,879,160,000 | 1.45% |
JPMorgan Chase & Co. |
7.99%
110,219
|
$22,292,968,000 | 1.16% |
Lam Research Corp. |
18.15%
17,120
|
$18,230,130,000 | 0.95% |
Williams-Sonoma, Inc. |
13.53%
62,624
|
$17,683,270,000 | 0.92% |
Qualcomm, Inc. |
8.54%
86,334
|
$17,195,971,000 | 0.89% |
Amazon.com Inc. |
0.26%
86,351
|
$16,687,331,000 | 0.87% |
Abbvie Inc |
5.56%
81,016
|
$13,895,871,000 | 0.72% |
Chevron Corp. |
5.34%
82,226
|
$12,861,803,000 | 0.67% |
Procter And Gamble Co |
2.54%
77,547
|
$12,788,997,000 | 0.66% |
Bank America Corp |
4.99%
312,486
|
$12,427,560,000 | 0.64% |
Vanguard Whitehall Fds |
11.36%
179,350
|
$17,193,568,000 | 0.89% |
Blackrock Inc. |
1.77%
14,256
|
$11,223,747,000 | 0.58% |
Lockheed Martin Corp. |
3.31%
23,981
|
$11,201,592,000 | 0.58% |
RTX Corp |
1.16%
108,974
|
$10,939,891,000 | 0.57% |
Accenture Plc Ireland |
5.45%
36,028
|
$10,931,186,000 | 0.57% |
Cummins Inc. |
3.56%
39,131
|
$10,836,530,000 | 0.56% |
Alphabet Inc |
1.26%
115,590
|
$21,129,703,000 | 1.10% |
Abbott Labs |
2.63%
103,262
|
$10,729,998,000 | 0.56% |
AMGEN Inc. |
13.08%
34,031
|
$10,633,075,000 | 0.55% |
Visa Inc |
1.66%
39,824
|
$10,452,606,000 | 0.54% |
Mcdonalds Corp |
1.51%
40,954
|
$10,436,670,000 | 0.54% |
Texas Instrs Inc |
1.06%
53,291
|
$10,366,670,000 | 0.54% |
Spdr S&p Midcap 400 Etf Tr |
9.55%
19,112
|
$10,226,645,000 | 0.53% |
Meta Platforms Inc |
12.13%
20,229
|
$10,199,689,000 | 0.53% |
Johnson & Johnson |
1.58%
69,675
|
$10,183,760,000 | 0.53% |
American Tower Corp. |
252.28%
51,873
|
$10,083,105,000 | 0.52% |
Pepsico Inc |
2.33%
58,700
|
$9,681,440,000 | 0.50% |
Kinder Morgan Inc |
4.17%
483,863
|
$9,614,352,000 | 0.50% |
Citigroup Inc |
2.86%
144,216
|
$9,151,974,000 | 0.47% |
Merck & Co Inc |
0.58%
71,540
|
$8,856,670,000 | 0.46% |
MetLife, Inc. |
5.66%
125,808
|
$8,830,436,000 | 0.46% |
J P Morgan Exchange Traded F |
11.16%
169,359
|
$9,130,978,000 | 0.47% |
Duke Energy Corp. |
2.66%
87,027
|
$8,722,692,000 | 0.45% |
Norfolk Southn Corp |
2.11%
40,482
|
$8,691,056,000 | 0.45% |
Honeywell International Inc |
4.62%
40,169
|
$8,577,635,000 | 0.44% |
Cisco Sys Inc |
4.14%
178,376
|
$8,474,647,000 | 0.44% |
Spdr S&p 500 Etf Tr |
17.61%
15,473
|
$8,420,752,000 | 0.44% |
T Rowe Price Etf Inc |
3.06%
214,813
|
$8,317,565,000 | 0.43% |
Philip Morris International Inc |
4.19%
81,412
|
$8,249,500,000 | 0.43% |
Williams Cos Inc |
0.22%
187,961
|
$7,988,328,000 | 0.41% |
Comcast Corp New |
1.18%
201,701
|
$7,898,620,000 | 0.41% |
Vanguard Scottsdale Fds |
11.69%
145,824
|
$17,392,019,000 | 0.90% |
Fidelity Merrimack Str Tr |
16.20%
169,886
|
$7,632,997,000 | 0.40% |
United Parcel Service, Inc. |
3.86%
55,192
|
$7,553,089,000 | 0.39% |
General Mls Inc |
4.28%
116,535
|
$7,371,981,000 | 0.38% |
NextEra Energy Inc |
28.34%
104,067
|
$7,368,962,000 | 0.38% |
Mastercard Incorporated |
3.22%
16,690
|
$7,362,772,000 | 0.38% |
Verizon Communications Inc |
1.23%
178,391
|
$7,356,826,000 | 0.38% |
Dow Inc |
4.57%
132,946
|
$7,052,771,000 | 0.37% |
Pfizer Inc. |
9.51%
235,507
|
$6,589,497,000 | 0.34% |
Palo Alto Networks Inc |
2.46%
18,586
|
$6,300,840,000 | 0.33% |
Fidelity Natl Information Sv |
5.82%
82,686
|
$6,231,234,000 | 0.32% |
Occidental Pete Corp |
26.35%
98,312
|
$6,196,606,000 | 0.32% |
Truist Finl Corp |
0.28%
149,231
|
$5,797,616,000 | 0.30% |
Costco Whsl Corp New |
3.79%
6,500
|
$5,525,178,000 | 0.29% |
Stryker Corp. |
14.15%
16,028
|
$5,453,429,000 | 0.28% |
Oracle Corp. |
4.72%
38,551
|
$5,443,355,000 | 0.28% |
Vanguard Star Fds |
0.61%
88,456
|
$5,333,879,000 | 0.28% |
Crown Castle Inc |
0.83%
54,267
|
$5,301,863,000 | 0.28% |
Medtronic Plc |
0.37%
65,730
|
$5,173,642,000 | 0.27% |
Enterprise Prods Partners L |
0.34%
175,198
|
$5,077,240,000 | 0.26% |
Plains Gp Hldgs L P |
1,053.47%
262,241
|
$4,935,376,000 | 0.26% |
Tjx Cos Inc New |
0.08%
44,181
|
$4,864,382,000 | 0.25% |
American Wtr Wks Co Inc New |
Opened
35,838
|
$4,628,837,000 | 0.24% |
Air Prods & Chems Inc |
11.24%
17,888
|
$4,616,059,000 | 0.24% |
Booking Holdings Inc |
0.52%
1,155
|
$4,576,332,000 | 0.24% |
Corteva Inc |
1.92%
81,396
|
$4,390,518,000 | 0.23% |
Morgan Stanley |
3.70%
44,700
|
$4,344,364,000 | 0.23% |
Salesforce Inc |
0.56%
16,058
|
$4,128,560,000 | 0.21% |
Schwab Strategic Tr |
11.15%
47,735
|
$4,317,354,000 | 0.22% |
Cheniere Energy Inc. |
1.40%
21,940
|
$3,835,785,000 | 0.20% |
Emerson Elec Co |
2.28%
34,534
|
$3,804,213,000 | 0.20% |
General Dynamics Corp. |
1.63%
13,061
|
$3,789,390,000 | 0.20% |
Union Pac Corp |
3.17%
16,582
|
$3,751,907,000 | 0.19% |
Capital One Finl Corp |
0.29%
26,943
|
$3,730,195,000 | 0.19% |
Cigna Group (The) |
2.56%
10,338
|
$3,417,488,000 | 0.18% |
International Business Machs |
60.34%
19,596
|
$3,389,178,000 | 0.18% |
Sterling Infrastructure Inc |
No change
28,130
|
$3,328,905,000 | 0.17% |
Yum Brands Inc. |
1.63%
24,659
|
$3,266,344,000 | 0.17% |
Vanguard Intl Equity Index F |
37.08%
73,842
|
$3,231,342,000 | 0.17% |
Constellation Brands, Inc. |
1.21%
12,190
|
$3,136,238,000 | 0.16% |
Lowes Cos Inc |
7.04%
13,902
|
$3,064,805,000 | 0.16% |
Pimco Etf Tr |
7.39%
35,326
|
$3,242,048,000 | 0.17% |
Eli Lilly & Co |
9.36%
3,273
|
$2,963,309,000 | 0.15% |
John Hancock Exchange Traded |
0.89%
50,701
|
$2,790,609,000 | 0.14% |
Adobe Inc |
5.05%
5,012
|
$2,784,367,000 | 0.14% |
Schwab Charles Corp |
9.04%
37,758
|
$2,782,363,000 | 0.14% |
Labcorp Holdings Inc. |
Opened
13,044
|
$2,654,504,000 | 0.14% |
Vanguard Specialized Funds |
3.63%
14,379
|
$2,624,978,000 | 0.14% |
Ecolab, Inc. |
6.28%
11,002
|
$2,618,457,000 | 0.14% |
Laboratory Corp Amer Hldgs |
Closed
12,983
|
$2,610,192,000 | |
Kirby Corp. |
1.06%
21,660
|
$2,593,352,000 | 0.13% |
Berkshire Hathaway Inc. |
1.29%
5,947
|
$2,419,099,000 | 0.13% |
Goldman Sachs Etf Tr |
2.04%
37,046
|
$2,347,073,000 | 0.12% |
Waters Corp. |
0.76%
7,841
|
$2,274,831,000 | 0.12% |
Home Depot, Inc. |
4.46%
6,584
|
$2,266,503,000 | 0.12% |
Becton Dickinson & Co. |
2.94%
9,607
|
$2,245,283,000 | 0.12% |
Advanced Micro Devices Inc. |
8.15%
13,595
|
$2,205,245,000 | 0.11% |
Vanguard Mun Bd Fds |
41.32%
40,771
|
$2,043,043,000 | 0.11% |
Veeva Sys Inc |
Opened
10,610
|
$1,941,737,000 | 0.10% |
Cognizant Technology Solutio |
4.38%
28,045
|
$1,907,093,000 | 0.10% |
Dimensional Etf Trust |
Opened
87,905
|
$2,433,521,000 | 0.13% |
ServiceNow Inc |
18.93%
2,412
|
$1,897,449,000 | 0.10% |
Calumet Specialty Prods Part |
No change
110,889
|
$1,779,769,000 | 0.09% |
Spdr Ser Tr |
Opened
46,773
|
$2,207,480,000 | 0.11% |
Eagle Matls Inc |
No change
7,842
|
$1,705,322,000 | 0.09% |
Coca-Cola Co |
1.43%
26,241
|
$1,670,244,000 | 0.09% |
PayPal Holdings Inc |
14.37%
27,247
|
$1,581,144,000 | 0.08% |
Nucor Corp. |
7.44%
9,231
|
$1,459,309,000 | 0.08% |
Walmart Inc |
159.00%
19,658
|
$1,331,042,000 | 0.07% |
NVIDIA Corp |
709.40%
10,587
|
$1,307,938,000 | 0.07% |
CSX Corp. |
3.63%
38,432
|
$1,285,558,000 | 0.07% |
Equifax, Inc. |
39.09%
5,199
|
$1,260,594,000 | 0.07% |
DuPont de Nemours Inc |
5.76%
15,425
|
$1,241,587,000 | 0.06% |
Independent Bank Group Inc |
No change
27,160
|
$1,236,324,000 | 0.06% |
Cheniere Energy Partners LP |
No change
25,000
|
$1,227,750,000 | 0.06% |
Elanco Animal Health Inc |
25.66%
82,472
|
$1,190,071,000 | 0.06% |
Oneok Inc. |
2.98%
14,288
|
$1,165,147,000 | 0.06% |
Energy Transfer L P |
10.79%
70,603
|
$1,145,187,000 | 0.06% |
Baxter International Inc. |
5.53%
32,994
|
$1,103,653,000 | 0.06% |
Automatic Data Processing In |
2.00%
4,616
|
$1,101,907,000 | 0.06% |
BP plc |
22.21%
29,025
|
$1,047,807,000 | 0.05% |
Sherwin-Williams Co. |
Closed
3,997
|
$1,019,329,000 | |
Valero Energy Corp. |
8.48%
6,435
|
$1,008,695,000 | 0.05% |
Novo-nordisk A S |
13.31%
6,572
|
$938,032,000 | 0.05% |
Wisdomtree Tr |
Closed
25,534
|
$924,209,000 | |
Invesco Exch Traded Fd Tr Ii |
8.08%
21,829
|
$881,989,000 | 0.05% |
AT&T Inc. |
43.31%
45,995
|
$878,958,000 | 0.05% |
Blackstone Inc |
3.55%
7,098
|
$878,743,000 | 0.05% |
Eaton Corp Plc |
0.11%
2,769
|
$868,220,000 | 0.05% |
APA Corporation |
0.14%
29,100
|
$856,710,000 | 0.04% |
Cadence Bank |
36.24%
30,230
|
$854,903,000 | 0.04% |
Marathon Pete Corp |
0.25%
4,862
|
$843,460,000 | 0.04% |
Sunoco Lp/sunoco Fin Corp |
Opened
14,740
|
$833,400,000 | 0.04% |
Thermo Fisher Scientific Inc. |
52.05%
1,485
|
$821,109,000 | 0.04% |
American Express Co. |
9.07%
3,510
|
$812,741,000 | 0.04% |
Vanguard Bd Index Fds |
16.32%
15,673
|
$1,149,783,000 | 0.06% |
Republic Svcs Inc |
0.81%
4,159
|
$808,261,000 | 0.04% |
Tesla Inc |
4.44%
4,070
|
$805,372,000 | 0.04% |
Vulcan Matls Co |
13.81%
3,233
|
$803,983,000 | 0.04% |
Allstate Corp (The) |
6.25%
4,881
|
$779,327,000 | 0.04% |
First Tr Morningstar Divid L |
No change
20,540
|
$779,083,000 | 0.04% |
Waste Mgmt Inc Del |
1.03%
3,645
|
$777,625,000 | 0.04% |
Starbucks Corp. |
87.44%
9,543
|
$742,898,000 | 0.04% |
KKR & Co. Inc |
6.85%
7,000
|
$736,680,000 | 0.04% |
Phillips 66 |
2.16%
5,199
|
$733,943,000 | 0.04% |
The Southern Co. |
2.16%
9,251
|
$717,601,000 | 0.04% |
Target Corp |
3.99%
4,622
|
$684,179,000 | 0.04% |
Intel Corp. |
6.98%
21,936
|
$679,353,000 | 0.04% |
MPLX LP |
2.50%
15,948
|
$679,226,000 | 0.04% |
Gallagher Arthur J & Co |
0.81%
2,581
|
$669,280,000 | 0.03% |
Paychex Inc. |
4.40%
5,479
|
$649,634,000 | 0.03% |
EA Series Trust |
Closed
23,147
|
$647,994,000 | |
Dominion Energy Inc |
35.90%
13,071
|
$640,493,000 | 0.03% |
Mondelez International Inc. |
2.50%
9,725
|
$636,404,000 | 0.03% |
Gilead Sciences, Inc. |
13.52%
9,246
|
$634,363,000 | 0.03% |
Fastenal Co. |
1.67%
10,069
|
$632,745,000 | 0.03% |
VanEck ETF Trust |
0.35%
8,764
|
$614,522,000 | 0.03% |
Origin Bancorp Inc |
Opened
19,351
|
$613,814,000 | 0.03% |
Public Storage Oper Co |
8.95%
2,115
|
$608,380,000 | 0.03% |
Hormel Foods Corp. |
0.05%
19,121
|
$583,000,000 | 0.03% |
Wells Fargo Co New |
8.50%
9,492
|
$563,720,000 | 0.03% |
Unitedhealth Group Inc |
10.14%
1,054
|
$536,851,000 | 0.03% |
Guidewire Software Inc |
82.78%
3,828
|
$527,843,000 | 0.03% |
Stellar Bancorp Inc |
No change
22,712
|
$521,468,000 | 0.03% |
Schlumberger Ltd. |
4.06%
10,984
|
$518,234,000 | 0.03% |
Kimco Rlty Corp |
9.39%
24,543
|
$477,607,000 | 0.02% |
Chubb Limited |
9.78%
1,826
|
$465,777,000 | 0.02% |
Western Midstream Partners L |
No change
11,550
|
$458,882,000 | 0.02% |
Linde Plc. |
25.91%
1,015
|
$445,393,000 | 0.02% |
Conocophillips |
11.65%
3,844
|
$439,718,000 | 0.02% |
S&P Global Inc |
15.40%
959
|
$427,504,000 | 0.02% |
Vanguard World Fd |
5.36%
8,140
|
$660,832,000 | 0.03% |
Select Sector Spdr Tr |
18.40%
1,707
|
$386,175,000 | 0.02% |
Markel Group Inc |
Closed
257
|
$378,603,000 | |
Southwest Airls Co |
2.34%
13,131
|
$375,678,000 | 0.02% |
Enbridge Inc |
27.91%
10,346
|
$368,215,000 | 0.02% |
Fidelity Covington Trust |
Opened
9,535
|
$891,532,000 | 0.05% |
Intercontinental Exchange In |
Opened
2,571
|
$351,945,000 | 0.02% |
Boeing Co. |
1.28%
1,930
|
$351,324,000 | 0.02% |
Targa Res Corp |
No change
2,656
|
$342,040,000 | 0.02% |
CVS Health Corp |
94.58%
5,756
|
$339,948,000 | 0.02% |
Asml Holding N V |
12.89%
331
|
$338,524,000 | 0.02% |
Ishares Tr |
Opened
7,595
|
$798,543,000 | 0.04% |
Pnc Finl Svcs Group Inc |
0.44%
2,032
|
$315,936,000 | 0.02% |
Us Bancorp Del |
23.99%
7,908
|
$313,948,000 | 0.02% |
Ishares Tr |
Closed
3,033
|
$309,418,000 | |
Altria Group Inc. |
26.48%
6,580
|
$299,719,000 | 0.02% |
Alliant Energy Corp. |
No change
5,880
|
$299,292,000 | 0.02% |
Curtiss-Wright Corp. |
29.90%
1,081
|
$292,969,000 | 0.02% |
Spdr Gold Tr |
0.83%
1,332
|
$286,394,000 | 0.01% |
Deere & Co. |
13.59%
763
|
$285,057,000 | 0.01% |
Kimberly-Clark Corp. |
5.34%
2,022
|
$279,441,000 | 0.01% |
Vanguard World Fd |
Opened
483
|
$278,214,000 | 0.01% |
Sysco Corp. |
15.70%
3,823
|
$272,924,000 | 0.01% |
Teledyne Technologies Inc |
4.35%
695
|
$269,647,000 | 0.01% |
American Centy Etf Tr |
Opened
5,128
|
$268,922,000 | 0.01% |
Rockwell Automation Inc |
8.91%
971
|
$267,297,000 | 0.01% |
Sap SE |
Opened
1,318
|
$265,854,000 | 0.01% |
J P Morgan Exchange Traded F |
Opened
5,586
|
$258,800,000 | 0.01% |
Nike, Inc. |
17.63%
3,410
|
$257,012,000 | 0.01% |
Spdr Index Shs Fds |
Opened
7,232
|
$253,687,000 | 0.01% |
Camden Ppty Tr |
1.40%
2,321
|
$253,284,000 | 0.01% |
Ppg Inds Inc |
0.50%
2,007
|
$252,624,000 | 0.01% |
Intuit Inc |
Opened
371
|
$243,825,000 | 0.01% |
Diamondback Energy Inc |
Opened
1,217
|
$243,632,000 | 0.01% |
International Bancshares Cor |
Opened
4,077
|
$233,246,000 | 0.01% |
3M Co. |
Opened
2,261
|
$231,052,000 | 0.01% |
Invesco Exch Trd Slf Idx Fd |
28.31%
10,919
|
$229,949,000 | 0.01% |
Disney Walt Co |
17.70%
2,292
|
$227,596,000 | 0.01% |
Shell Plc |
28.93%
3,130
|
$225,924,000 | 0.01% |
Seagate Technology Hldngs Pl |
Opened
2,146
|
$221,618,000 | 0.01% |
Schwab Strategic Tr |
Closed
4,310
|
$218,094,000 | |
Lauder Estee Cos Inc |
Closed
1,469
|
$212,344,000 | |
GE Aerospace |
Opened
1,332
|
$211,755,000 | 0.01% |
Bristol-Myers Squibb Co. |
29.72%
4,987
|
$207,111,000 | 0.01% |
Caterpillar Inc. |
Closed
758
|
$206,934,000 | |
Eog Res Inc |
Closed
1,584
|
$200,788,000 | |
Black Stone Minerals L.P. |
No change
11,000
|
$172,370,000 | 0.01% |
Cion Invt Corp |
Closed
12,304
|
$130,059,000 | |
Iamgold Corp. |
Opened
20,000
|
$75,000,000 | 0.00% |
No transactions found | |||
Showing first 500 out of 230 holdings |
Hedge funds similar to Linscomb Wealth
- Castleark Management
- Edgestream Partners, L.P.
- Hennion & Walsh Asset Management
- Davidson Investment Advisors
- Hg Vora Capital Management
- Cinctive Capital Management L.P.
- Motley Fool Wealth Management
- Metropolitan Life Insurance Co/ny
- Emerald Mutual Fund Advisers Trust
- Heartland Advisors Inc
- Gladstone Institutional Advisory
- Summitry
- Bristol Gate Capital Partners
- Rockland Trust Co