Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 4/1/2026.

Manager Period Date filed
Catalio Capital Management, LP 2026 Q1 5/15/2026
Hamilton Capital, LLC 2025 Q4 5/15/2026
PIN OAK INVESTMENT ADVISORS INC 2026 Q1 5/15/2026
Logos Global Management LP 2026 Q1 5/15/2026
KINGDON CAPITAL MANAGEMENT, L.L.C. 2026 Q1 5/15/2026
Weaver Consulting Group 2026 Q1 5/15/2026
Gillson Capital LP 2026 Q1 5/15/2026
Tetragon Partners GP Ltd 2026 Q1 5/15/2026
GUARDIAN CAPITAL LP 2026 Q1 5/15/2026
Campbell & CO Investment Adviser LLC 2026 Q1 5/15/2026
Lionsbridge Wealth Management LLC 2026 Q1 5/15/2026
Range Rock Capital, LLC 2026 Q1 5/15/2026
Ategra Capital Management, LLC 2026 Q1 5/15/2026
Cresset Asset Management, LLC 2026 Q1 5/15/2026
Cartenna Capital, LP 2026 Q1 5/15/2026
Trask Adam Roland 2026 Q1 5/15/2026
Patient Square Capital LP 2026 Q1 5/15/2026
Steffes Financial, Ltd. 2026 Q1 5/15/2026
HUB Investment Partners, LLC 2026 Q1 5/15/2026
Mudrick Capital Management, L.P. 2026 Q1 5/15/2026
Strive Financial Group ,LLC 2026 Q1 5/15/2026
GEODE CAPITAL MANAGEMENT, LLC 2026 Q1 5/15/2026
WESTBOURNE INVESTMENTS, INC. 2026 Q1 5/15/2026
Fort Baker Capital Management LP 2026 Q1 5/15/2026
CRAMER ROSENTHAL MCGLYNN LLC 2026 Q1 5/15/2026
Trustees of Columbia University in the City of New York 2026 Q1 5/15/2026
Divisadero Street Capital Management, LP 2026 Q1 5/15/2026
Giverny Capital Inc. 2026 Q1 5/15/2026
Catherine Avery Investment Management LLC 2026 Q1 5/15/2026
Kintayl Capital LP 2026 Q1 5/15/2026
Integrated Wealth Concepts LLC 2026 Q1 5/15/2026
CONNORS INVESTOR SERVICES INC 2026 Q1 5/15/2026
Imprint Wealth LLC 2026 Q1 5/15/2026
MARK ASSET MANAGEMENT LP 2026 Q1 5/15/2026
Concentric Capital Strategies, LP 2026 Q1 5/15/2026
Energy Income Partners, LLC 2026 Q1 5/15/2026
STEMPOINT CAPITAL LP 2026 Q1 5/15/2026
Strive Financial Group ,LLC 2025 Q4 - RESTATEMENT 5/15/2026
Kynam Capital Management, LP 2026 Q1 5/15/2026
9823 Capital, L.P. 2026 Q1 5/15/2026
Cevian Capital II GP LTD 2026 Q1 5/15/2026
StepStone Group LP 2026 Q1 5/15/2026
DIKER MANAGEMENT LLC 2026 Q1 5/15/2026
Farringdon Capital, Ltd. 2026 Q1 5/15/2026
Octahedron Capital Management L.P. 2026 Q1 5/15/2026
MONIMUS CAPITAL MANAGEMENT, LP 2026 Q1 5/15/2026
Walnut Level Capital LLC 2026 Q1 5/15/2026
PACK Private Wealth, LLC 2026 Q1 5/15/2026
BlueCrest Capital Management Ltd 2026 Q1 5/15/2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC 2026 Q1 5/15/2026
WHALEROCK POINT PARTNERS, LLC 2026 Q1 5/15/2026
Expect Equity LLC 2026 Q1 5/15/2026
Wallace Capital Management Inc. 2026 Q1 5/15/2026
10Elms LLP 2026 Q1 5/15/2026
Orbis Allan Gray Ltd 2026 Q1 5/15/2026
EIGHT 31 FINANCIAL, LLC 2026 Q1 5/15/2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2025 Q4 5/15/2026
AMERIPRISE FINANCIAL INC 2026 Q1 5/15/2026
Alta Park Capital, LP 2026 Q1 5/15/2026
Bramshill Investments, LLC 2026 Q1 5/15/2026
FIFTHDELTA Ltd 2026 Q1 5/15/2026
AIMZ Investment Advisors, LLC 2026 Q1 5/15/2026
D1 Capital Partners L.P. 2026 Q1 5/15/2026
Defiance ETFs, LLC 2026 Q1 5/15/2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2026 Q1 5/15/2026
Dynamic Technology Lab Private Ltd 2026 Q1 5/15/2026
Wealth Preservation Advisors, LLC 2026 Q1 5/15/2026
CANNELL CAPITAL LLC 2026 Q1 5/15/2026
Power Corp of Canada 2026 Q1 5/15/2026
Long Focus Capital Management, LLC 2026 Q1 5/15/2026
RH Tailwind Management, LLC 2026 Q1 5/15/2026
Deep Track Capital, LP 2026 Q1 5/15/2026
Markin Asset Management, LP 2026 Q1 5/15/2026
Round Rock Advisors LLC 2026 Q1 5/15/2026
NZS Capital, LLC 2026 Q1 5/15/2026
VANCE WEALTH, LLC 2026 Q1 5/15/2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2026 Q1 5/15/2026
Whitford Management LLC 2026 Q1 5/15/2026
Creek Drive Management Group LLC 2026 Q1 5/15/2026
Blue Sparrow, LLC /DE 2026 Q1 5/15/2026
X-Square Capital, LLC 2026 Q1 5/15/2026
Distillate Capital Partners LLC 2026 Q1 5/15/2026
Anther Capital Ltd 2026 Q1 5/15/2026
Tairen Capital Ltd 2026 Q1 5/15/2026
Atlanta Consulting Group Advisors, LLC 2026 Q1 5/15/2026
Mountaineer Partners Management, LLC 2026 Q1 5/15/2026
Brookmont Capital Management 2026 Q1 5/15/2026
Spear Advisors LLC 2026 Q1 5/15/2026
Resolute Capital Asset Partners LLC 2026 Q1 5/15/2026
SaddleRock Capital Management LLC 2026 Q1 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2026 Q1 5/15/2026
Dayah Capital LLC 2025 Q4 5/15/2026
Dayah Capital LLC 2026 Q1 5/15/2026
HUNTINGTON BANCSHARES INC /MD/ 2026 Q1 5/15/2026
INDEPENDENT FINANCIAL GROUP, LLC 2025 Q3 5/15/2026
Sourcerock Group LLC 2026 Q1 5/15/2026
INDEPENDENT FINANCIAL GROUP, LLC 2025 Q2 5/15/2026
Gallo Partners, LP 2026 Q1 5/15/2026
JT Stratford LLC 2026 Q1 5/15/2026
Taconic Capital Advisors LP 2026 Q1 5/15/2026