Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 2025 Q4 2/17/2026
LaSalle St. Investment Advisors, LLC 2025 Q4 2/17/2026
Northeast Financial Group, Inc. 2025 Q4 2/17/2026
Sonoma Private Wealth LLC 2025 Q4 2/17/2026
Beverly Hills Private Wealth, LLC 2025 Q4 - RESTATEMENT 2/17/2026
Rivermont Capital Management LP 2025 Q4 2/17/2026
SCALAR GAUGE MANAGEMENT, LLC 2025 Q4 2/17/2026
Financial Freedom, LLC 2025 Q4 2/17/2026
SHERBROOKE PARK ADVISERS LLC 2025 Q4 2/17/2026
Garden State Investment Advisory Services LLC 2025 Q4 2/17/2026
Michelson Medical Research Foundation, Inc. 2025 Q4 2/17/2026
Manchester Global Management (UK) Ltd 2025 Q4 2/17/2026
Core Wealth Partners LLC 2025 Q4 2/17/2026
Estuary Capital Management LP 2025 Q4 2/17/2026
Envision Financial Planning, LLC 2025 Q4 2/17/2026
Saturn V Capital Management LP 2025 Q4 2/17/2026
FACT Capital, LP 2025 Q4 2/17/2026
Pilgrim Global Advisors LLC 2025 Q4 2/17/2026
Value Aligned Research Advisors, LLC 2025 Q4 2/17/2026
KM Capital Management Ltd. 2025 Q4 2/17/2026
Riverview Capital Advisers, LLC 2025 Q4 2/17/2026
Bain Capital Public Equity, LP 2025 Q4 2/17/2026
Doma Perpetual Capital Management LLC 2025 Q4 2/17/2026
BEACON INVESTMENT ADVISORS LLC 2025 Q4 2/17/2026
OnyxPoint Global Management LP 2025 Q4 2/17/2026
SurgoCap Partners LP 2025 Q4 2/17/2026
DoubleLine ETF Adviser LP 2025 Q4 2/17/2026
Fund 1 Investments, LLC 2025 Q4 2/17/2026
Catalio Capital Management, LP 2025 Q4 2/17/2026
Whitford Management LLC 2025 Q4 2/17/2026
Point72 Private Investments, LLC 2025 Q4 2/17/2026
Enavate Sciences GP, LLC 2025 Q4 2/17/2026
STEMPOINT CAPITAL LP 2025 Q4 2/17/2026
INTEGRITY WEALTH ADVISORS, INC. 2025 Q4 2/17/2026
26North Partners LP 2025 Q4 2/17/2026
Decagon Asset Management LLP 2025 Q4 2/17/2026
Panoramic Capital, LLC 2025 Q4 2/17/2026
Lantern Wealth Advisors, LLC 2025 Q4 2/17/2026
Praetorian PR LLC 2025 Q4 2/17/2026
Avala Global LP 2025 Q4 2/17/2026
Virtus Investment Advisers, LLC 2025 Q4 2/17/2026
MVM Partners, LLC 2025 Q4 2/17/2026
Sonnipe Ltd 2025 Q4 2/17/2026
Naman Capital Ltda 2025 Q4 2/17/2026
Cape Investment Advisory, Inc. 2025 Q4 2/17/2026
Foresight Group Ltd Liability Partnership 2025 Q4 2/17/2026
Hook Mill Capital Partners, LP 2025 Q4 2/17/2026
Vertex Planning Partners, LLC 2025 Q4 2/17/2026
Advanced Portfolio Management, LLC 2025 Q4 2/17/2026
ADAR1 Capital Management, LLC 2025 Q4 2/17/2026
GCM Grosvenor Holdings, LLC 2025 Q4 2/17/2026
4D Advisors, LLC 2025 Q4 2/17/2026
Artia Global Partners LP 2025 Q4 2/17/2026
Breakout Capital Partners, LP 2025 Q4 2/17/2026
SERENITY CAPITAL MANAGEMENT PTE. LTD. 2025 Q4 2/17/2026
STAGE HARBOR FINANCIAL, LLC 2025 Q4 2/17/2026
Opus Financial Solutions LLC 2025 Q4 2/17/2026
SUPERSTRING CAPITAL MANAGEMENT LP 2025 Q4 2/17/2026
Seaside Wealth Management, Inc. 2025 Q4 2/17/2026
Irenic Capital Management LP 2025 Q4 2/17/2026
ANGELES WEALTH MANAGEMENT, LLC 2025 Q4 2/17/2026
EPACRIA CAPITAL PARTNERS, LLC 2025 Q4 2/17/2026
ATLAS Infrastructure Partners (UK) Ltd. 2025 Q4 2/17/2026
Grafton Street Partners Management Company, LLC 2025 Q4 2/17/2026
BRAIDWELL LP 2025 Q4 2/17/2026
iSAM Funds (UK) Ltd 2025 Q4 2/17/2026
Fortune 45 LLC 2025 Q4 2/17/2026
Nearwater Capital Markets, Ltd 2025 Q4 2/17/2026
Clay Northam Wealth Management, LLC 2025 Q4 2/17/2026
Schrum Private Wealth Management LLC 2025 Q4 2/17/2026
Latigo Investments, LLC 2025 Q4 2/17/2026
SageView Advisory Group, LLC 2025 Q4 2/17/2026
Bulltick Wealth Management, LLC 2025 Q4 2/17/2026
QVIDTVM Management LLC 2025 Q4 2/17/2026
RDST Capital LLC 2025 Q4 2/17/2026
Capasso Planning Partners LLC 2025 Q4 2/17/2026
Post Oak Energy Holdings, LLC 2025 Q4 2/17/2026
Concorde Financial Corp 2025 Q4 2/17/2026
KRYGER CAPITAL Ltd 2025 Q4 2/17/2026
Sovereign's Capital Management, LLC 2025 Q4 2/17/2026
Kinetic Partners Management, LP 2025 Q4 2/17/2026
Nicholas Wealth, LLC. 2025 Q4 2/17/2026
Nicholas Wealth, LLC. 2025 Q1 - RESTATEMENT 2/17/2026
Nicholas Wealth, LLC. 2025 Q2 - RESTATEMENT 2/17/2026
Nicholas Wealth, LLC. 2025 Q3 - RESTATEMENT 2/17/2026
Nicholas Wealth, LLC. 2025 Q4 - RESTATEMENT 2/17/2026
Nicholas Wealth, LLC. 2025 Q3 - RESTATEMENT 2/17/2026
Meros Investment Management, LP 2025 Q4 2/17/2026
UNC Management Company, Inc. 2025 Q4 2/17/2026
Paradigm Operations LP 2025 Q4 2/17/2026
Radcliff Management LLC 2025 Q4 2/17/2026
VANCE WEALTH, LLC 2025 Q4 2/17/2026
VANCE WEALTH, LLC 2025 Q4 - RESTATEMENT 2/17/2026
Lynx1 Capital Management LP 2025 Q4 2/17/2026
Prosperity Consulting Group, LLC 2025 Q4 2/17/2026
Ritter Alpha, LP 2025 Q4 2/17/2026
Troluce Capital Advisors LLC 2025 Q4 2/17/2026
Greycroft LP 2025 Q4 2/17/2026
CARDIFF PARK ADVISORS, LLC 2025 Q4 2/17/2026
Forerunner Ventures Management, LLC 2025 Q4 2/17/2026