Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 7/1/2026.

Manager Period Date filed
Verbena Value LP 2026 Q2 8/14/2026
Forest Hill Capital, LLC 2026 Q2 8/14/2026
SkyBridge Capital II, LLC 2026 Q2 8/14/2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2026 Q2 8/14/2026
BROWNING WEST LP 2026 Q2 8/14/2026
JOSH ARNOLD INVESTMENT CONSULTANT, LLC 2026 Q2 8/14/2026
IMMERSION CORP 2026 Q2 8/14/2026
Simcoe Capital Management, LLC 2026 Q2 8/14/2026
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 2026 Q2 8/14/2026
Kryger Capital LLC 2026 Q2 8/14/2026
WATER ISLAND CAPITAL LLC 2026 Q2 8/14/2026
NCM Capital Management, LLC 2026 Q2 8/14/2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2026 Q2 8/14/2026
10Elms LLP 2026 Q2 8/14/2026
Opti Capital Management, LP 2026 Q2 8/14/2026
BNDES Participacoes S.A. 2026 Q2 8/14/2026
Alpine Peaks Capital, LP 2026 Q2 8/14/2026
Wealth Advisors of Tampa Bay, LLC 2026 Q2 8/14/2026
TORNO CAPITAL, LLC 2026 Q2 8/14/2026
Daner Wealth Management, LLC 2026 Q2 8/14/2026
Mission Hills Financial Advisory, LLC 2026 Q2 8/14/2026
Pingora Partners LLC 2026 Q2 8/14/2026
Empire Financial Management Company, LLC 2026 Q2 8/14/2026
SHEPHERD KAPLAN KROCHUK, LLC 2026 Q2 8/14/2026
DAFNA Capital Management LLC 2026 Q2 8/14/2026
Talisman Wealth Advisors LLC 2026 Q2 8/14/2026
Betterment LLC 2026 Q2 8/14/2026
Westchester Capital Management, LLC 2026 Q2 8/14/2026
IVY LANE CAPITAL MANAGEMENT, LLC 2026 Q2 8/14/2026
8VC GP I, LLC 2026 Q2 8/14/2026
American Alpha Advisors, LLC 2026 Q2 8/14/2026
Acorns Advisers, LLC 2026 Q2 8/14/2026
Wick Capital Partners, LLC 2026 Q2 8/14/2026
ARK Investment Management LLC 2026 Q2 8/14/2026
Carbahal Olsen Financial Services Group, LLC 2026 Q2 8/14/2026
Parkwood LLC 2026 Q2 8/14/2026
Invesco Ltd. 2026 Q2 8/14/2026
ABOUND FINANCIAL, LLC 2026 Q2 8/14/2026
Synergy Investment Management, LLC 2026 Q2 8/14/2026
LONGVIEW ASSET MANAGEMENT, LLC 2026 Q2 8/14/2026
Nest Investments, LLC 2026 Q2 8/14/2026
Catalio Capital Management, LP 2026 Q2 8/14/2026
Argosy-Lionbridge Management, LLC 2026 Q2 8/14/2026
VPR Management LLC 2026 Q2 8/14/2026
Main Management Fund Advisors LLC 2026 Q2 8/14/2026
Thompson David Blair 2026 Q2 8/14/2026
Forest Avenue Capital Management LP 2026 Q2 8/14/2026
LONG WALK MANAGEMENT LP 2026 Q2 8/14/2026
Murphy & Mullick Capital Management Corp 2026 Q2 8/14/2026
EcoR1 Capital, LLC 2026 Q2 8/14/2026
Hudson Bay Capital Management LP 2026 Q2 8/14/2026
Aquatic Capital Management LLC 2026 Q2 8/14/2026
Thompson David Blair 2026 Q1 8/14/2026
GAM Holding AG 2026 Q2 8/14/2026
Prestige Wealth Management Group LLC 2026 Q2 8/14/2026
Cormorant Asset Management, LP 2026 Q2 8/14/2026
Mountaineer Partners Management, LLC 2026 Q2 - NEW HOLDINGS 8/14/2026
TEXAS TREASURY SAFEKEEPING TRUST CO 2026 Q2 8/14/2026
MAC Alpha Capital Management, LP 2026 Q2 8/14/2026
BECK MACK & OLIVER LLC 2026 Q2 8/14/2026
Merk Investments LLC 2026 Q2 8/14/2026
Main Management ETF Advisors, LLC 2026 Q2 8/14/2026
Thompson David Blair 2025 Q4 8/14/2026
THRIVENT FINANCIAL FOR LUTHERANS 2026 Q2 8/14/2026
Genesis Financial Group, LLC 2026 Q2 8/14/2026
Main Management LLC 2026 Q2 8/14/2026
BARCLAYS PLC 2026 Q2 8/14/2026
Coastline Trust Co 2026 Q2 8/14/2026
GLOBAL STRATEGIC MANAGEMENT INC 2026 Q2 8/14/2026
MARSHALL INVESTMENT MANAGEMENT, LLC 2026 Q2 8/14/2026
Hook Mill Capital Partners, LP 2026 Q2 8/14/2026
PENNINGTON PARTNERS & CO., LLC 2026 Q2 8/14/2026
Meadow Creek Wealth Advisors LLC 2026 Q2 8/14/2026
STRAIGHTLINE GROUP LLC 2026 Q2 8/14/2026
Cutler Capital Management, LLC 2026 Q2 8/14/2026
PYA Waltman Capital, LLC 2026 Q2 8/14/2026
Ararat Capital Management LP 2026 Q2 8/14/2026
Johns Hopkins University 2026 Q2 8/14/2026
Conversant Capital LLC 2026 Q2 8/14/2026
KADENSA CAPITAL Ltd 2026 Q2 8/14/2026
Vertex Planning Partners, LLC 2026 Q2 8/14/2026
XCELSIOR ADVISOR PARTNERS LLC 2026 Q2 8/14/2026
Norinchukin Bank, The 2026 Q2 8/14/2026
VORPAL, LLC 2026 Q2 8/14/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2026 Q2 8/14/2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2026 Q2 8/14/2026
DF DENT & CO INC 2026 Q2 8/14/2026
RESOURCES MANAGEMENT CORP /CT/ /ADV 2026 Q2 8/14/2026
CAPE COD FIVE CENTS SAVINGS BANK 2026 Q2 8/14/2026
Arosa Capital Management LP 2026 Q2 8/14/2026
FOUNDATIONS INVESTMENT ADVISORS, LLC 2026 Q2 8/14/2026
SummitTX Capital, L.P. 2026 Q2 8/14/2026
Ulysses Management LLC 2026 Q2 8/14/2026
Sio Capital Management, LLC 2026 Q2 8/14/2026
Beryl Capital Management LLC 2026 Q2 8/14/2026
Skaana Management L.P. 2026 Q2 8/14/2026
ROYAL BANK OF CANADA 2026 Q2 8/14/2026
Engaged Capital LLC 2026 Q2 8/14/2026
Kensington Investment Counsel, LLC 2026 Q2 8/14/2026
NZS Capital, LLC 2026 Q2 8/14/2026