CIK 1653202
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| GEARHART, WILLIAM, RAGNAR | CHIEF COMPLIANCE OFFICER | 2024-04 | — not seen at a tracked firm |
| FAGLEY, CHRISTOPHER, LEITH | CHIEF OPERATING OFFICER | 2023-03 | FourThought Financial Partners, LLC |
| GREGORCHUK, PAUL, SCOTT | EXECUTIVE CHAIRMAN | 2023-01 | — not seen at a tracked firm |
| MCGRATH, JAMES, CLEMENT | CO-CHIEF INVESTMENT OFFICER · DIRECTOR OF RESEARCH | 2022-05 | — not seen at a tracked firm |
| KEATING, KATHLEEN, ELIZABETH | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL · CHIEF COMPLIANCE OFFICER |
| 2022-03 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
| LUTERMAN, WILLIAM, DAVID | CHIEF INVESTMENT OFFICER | 2018-09 | — not seen at a tracked firm |
| BROWN, CHRISTOPHER, FEARON | CHIEF COMPLIANCE OFFICER | 2018-03 | BLB&B Advisors, LLC |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
