CIK 2056510
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| EVANS, ANDREW, JOHN | CEO | 2022-12 | 50–75% ·◆ |
| MARSICO, CHRISTOPHER, JOSEPH | MEMBER | 2023-06 | 25–50% ·◆ |
| Harris, Marissa | CCO | 2026-03 | <5% ·◆ |
| REAKTENWALT, MELISSA, B | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | 2024-02 | <5% |
| RENNER, JASON, LEE | EMPLOYEE OWNERSHIP - CLASS B SHARES | 2023-12 | <5% |
| RENNER, KELLY, T | EMPLOYEE OWNERSHIP - CLASS B SHARES | 2023-12 | <5% |
| SZEKLINSKI, JENNIFER, LYNN | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | 2023-11 | <5% |
| EMPLOYEE OWNERSHIP - CLASS B SHARES |
| 2024-12 |
| <5% |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
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) |
|---|---|---|---|
| Stickelman, Alexandra, Rose Addington | CHIEF COMPLIANCE OFFICER | 2024-12 | Root Financial Partners, 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.
