Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 1/1/2026.

Manager Period Date filed
Altrafin AG 2021 Q4 2/17/2026
Aspirean Wealth, LLC 2025 Q4 2/17/2026
BITTERROOT CAPITAL ADVISORS LLC 2025 Q4 2/17/2026
Harborfront Financial Group LLC 2025 Q4 2/17/2026
CDKV HOLDINGS LLC 2025 Q4 2/17/2026
EFG International AG 2025 Q4 2/17/2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC 2025 Q4 2/17/2026
Marin Bay Wealth Advisors, LLC 2025 Q4 2/17/2026
Ballast Financial Advisors LLC 2025 Q4 2/17/2026
Signature Equity Partners, LLC 2025 Q4 2/17/2026
Titan Wealth (CI) Ltd 2025 Q4 2/17/2026
Cornerstone Wealth Partners, LLC 2025 Q4 2/17/2026
truNorth Financial Services, Inc. 2025 Q4 2/17/2026
Colter Lewis Investment Partners LLC 2025 Q4 2/17/2026
Wheels Up Wealth, Inc. 2025 Q4 2/17/2026
Price Financial Group Wealth Management, Inc 2025 Q4 2/17/2026
Founders Fund Growth II Management, LP 2025 Q4 2/17/2026
ION Fund Management Ltd 2025 Q4 2/17/2026
Montaka Global Pty Ltd 2025 Q4 2/17/2026
MFF Capital Investments Ltd 2025 Q4 2/17/2026
Davis Wealth Advisors, LLC 2025 Q4 2/17/2026
HS Investments III Ltd 2025 Q4 2/17/2026
Maniro Ltd 2025 Q4 2/17/2026
Saudi Electronic Games Holding Co 2025 Q4 2/17/2026
Copperwood Asset Management LP 2025 Q4 2/17/2026
OPAL CAPITAL LLC 2025 Q4 2/17/2026
Roehl & Yi Investment Advisors, LLC 2025 Q4 2/17/2026
SHERMAN PORFOLIOS, LLC 2025 Q4 2/17/2026
Mountain Capital Management, LLC 2025 Q4 2/17/2026
PW ADVISORS, LLC \ FL 2025 Q4 2/17/2026
Lotus Technology Management, LP 2025 Q4 2/17/2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC 2025 Q4 2/17/2026
BBFIT INVESTMENTS PTE LTD 2025 Q4 2/17/2026
Stenham Asset Management (UK) Plc 2025 Q4 2/17/2026
Lineage Point Capital LP 2025 Q4 2/17/2026
Odyssean, LLC 2025 Q4 2/17/2026
J Digital 6 LLC 2025 Q4 2/17/2026
Align Financial, LLC 2025 Q4 2/17/2026
Alamut Investment Management LLP 2025 Q4 2/17/2026
Pureheart Capital Pte Ltd. 2025 Q4 2/17/2026
Torrey Growth & Income Advisors 2025 Q4 2/17/2026
CoinFund Management LLC 2025 Q4 2/17/2026
Avantyr Capital Partners, LP 2025 Q4 2/17/2026
Electric Capital Partners, LLC 2025 Q4 2/17/2026
Arrington Capital Management, LLC 2025 Q4 2/17/2026
Foundry Financial LLC 2025 Q4 2/17/2026
Black Diamond Capital Management I, LLLP 2025 Q4 2/17/2026
Ducere Wealth Management LLC 2025 Q4 2/17/2026
Panoramic Hills Capital Ltd 2025 Q4 2/17/2026
Pinnacle Financial Partners, Inc. 2025 Q4 2/17/2026
Cander Asset Management LP 2025 Q4 2/17/2026
REXFORD CAPITAL INC 2025 Q4 2/17/2026
Boreal Capital Management LLC 2025 Q4 2/17/2026
Argyle Capital Partners, LLC 2025 Q4 2/17/2026
MARS JEWETT FINANCIAL GROUP, INC. 2025 Q4 2/17/2026
VARCOV Co. 2025 Q4 2/17/2026
Eddie Patel Inc 2025 Q4 2/17/2026
Golden Unicorn (BVI) Ltd 2025 Q4 2/17/2026
Trails Edge Capital Partners, LP 2025 Q4 2/17/2026
Square Wave Capital, LLC 2025 Q4 2/17/2026
TB Capital Gestao de Recursos Ltda. 2025 Q4 2/17/2026
Turas Capital Management LP 2025 Q4 2/17/2026
Compass Wealth Management, LLC/GA 2025 Q4 2/17/2026
22C Capital LLC 2025 Q4 2/17/2026
Limestone Investment Advisors LP 2025 Q4 2/17/2026
Al Warda Investments RSC Ltd 2025 Q4 2/17/2026
Buckland Partners Management Co LLC 2025 Q4 2/17/2026
Markin Volterra Fund LP 2025 Q4 2/17/2026
SIGNAL TREE FINANCIAL PARTNERS LLC 2025 Q4 2/17/2026
BC Partners PE LP 2025 Q4 2/17/2026
Gullane Capital, LLC 2025 Q4 2/17/2026
DBA TRADING, LLC 2025 Q4 2/17/2026
Bain Capital Prairie, LLC 2025 Q4 2/17/2026
Obsido Oy 2025 Q4 2/17/2026
Pantera Capital Partners LP 2025 Q4 2/17/2026
Legacy Wealth Partners, LLC 2025 Q4 2/17/2026
Cria, Inc. 2025 Q4 2/17/2026
HS Investments IV Ltd 2025 Q4 2/17/2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 2025 Q4 2/17/2026
Darwins River Capital, LP 2025 Q4 2/17/2026
Kultura Capital Management LP 2025 Q4 2/17/2026
Fremen Capital Management LP 2025 Q4 2/17/2026
HF Capital, LLC 2025 Q4 2/17/2026
Triveni Capital Investments LP 2025 Q4 2/17/2026
Rakuten Investment Management, Inc. 2025 Q4 2/17/2026
Innovative Wealth Building LLC 2025 Q4 2/17/2026
Parvus Asset Management Jersey Ltd 2025 Q4 2/17/2026
One Rock Capital Partners, LLC 2025 Q4 2/17/2026
Mercato Partners Growth III GP, LLC 2025 Q4 2/17/2026
TABLEAUX LLC 2025 Q4 - RESTATEMENT 2/17/2026
Ampersand Capital Group, L.P. 2025 Q4 2/17/2026
ER Collective Holdings, LLC 2025 Q4 2/17/2026
J HAGAN CAPITAL, INC. 2025 Q4 2/17/2026
Karl Kapital LLC 2025 Q4 2/17/2026
Night Squared LP 2025 Q4 2/17/2026
CYPRESS POINT INVESTMENT MANAGEMENT LP 2025 Q4 2/17/2026
WEALTHEDGE INVESTMENT ADVISORS, LLC 2025 Q4 2/17/2026
INFINITUM ASSET MANAGEMENT, LLC 2025 Q4 2/17/2026
Challenger Wealth Management 2025 Q4 2/17/2026
Lighthouse Financial LLC 2025 Q4 2/17/2026