Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Laurore Ltd 2026 Q2 8/14/2026
Steffes Financial, Ltd. 2026 Q2 8/14/2026
LORD, ABBETT & CO. LLC 2026 Q2 8/14/2026
FCPM III SERVICES B.V. 2026 Q2 8/14/2026
Atairos Group, Inc. 2026 Q2 8/14/2026
Saudi Electronic Games Holding Co 2026 Q2 8/14/2026
Atairos Partners GP, Inc. 2026 Q2 8/14/2026
LFL Advisers, LLC 2026 Q2 8/13/2026
NEEDHAM INVESTMENT MANAGEMENT LLC 2026 Q2 8/13/2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 2026 Q2 8/13/2026
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. 2026 Q2 8/13/2026
Advisors Asset Management, Inc. 2026 Q2 8/13/2026
GFI Investment Counsel Ltd. 2026 Q2 8/13/2026
Senvest Management, LLC 2026 Q2 8/13/2026
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 2026 Q2 8/13/2026
Steelhead Wealth Management LLC 2026 Q2 8/13/2026
Coalescence Partners Investment Management, LP 2026 Q2 8/13/2026
PERSPECTIVE WEALTH ADVISORS LLC 2026 Q2 8/13/2026
Michael Brady & Co., LLC 2026 Q2 8/13/2026
Samara Investment Management, LLC 2026 Q2 8/13/2026
World Investment Advisors 2026 Q2 8/13/2026
METLIFE INC 2026 Q2 8/13/2026
BROADWOOD CAPITAL INC 2026 Q2 8/13/2026
Vickerman Investment Advisors, Inc. 2026 Q2 8/13/2026
140 Summer Partners LP 2026 Q2 8/13/2026
Modern Wealth Management, LLC 2026 Q2 8/13/2026
METROPOLITAN LIFE INSURANCE CO/NY 2026 Q2 8/13/2026
Sierra Capital LLC 2026 Q2 8/13/2026
Hengistbury Investment Partners LLP 2026 Q2 8/13/2026
Murchinson Ltd. 2026 Q2 8/13/2026
Granby Capital Management, LLC 2026 Q2 8/13/2026
MetLife Investment Management, LLC 2026 Q2 8/13/2026
Oaktree Fund Advisors, LLC 2026 Q2 8/13/2026
BITTERROOT CAPITAL ADVISORS LLC 2026 Q2 8/13/2026
FWG Holdings, LLC 2026 Q2 8/13/2026
Discerene Group LP 2026 Q2 8/13/2026
PINEBRIDGE INVESTMENTS LLC 2026 Q2 8/13/2026
HILLTOP WEALTH ADVISORS, LLC 2026 Q2 8/13/2026
Perissos Private Wealth Management, LLC 2026 Q2 8/13/2026
PineBridge Investments Asia Ltd 2026 Q2 8/13/2026
Vestwell Advisors, LLC 2026 Q2 8/13/2026
BANK OF HAWAII 2026 Q2 8/13/2026
CAXTON CORP 2026 Q2 8/13/2026
ALKEON CAPITAL MANAGEMENT LLC 2026 Q2 8/13/2026
Ruane, Cunniff & Goldfarb L.P. 2026 Q2 8/13/2026
EPACRIA CAPITAL PARTNERS, LLC 2026 Q2 8/13/2026
GROUP ONE TRADING LLC 2026 Q2 8/13/2026
Hyperion Capital Advisors LP 2026 Q2 8/13/2026
OAKTREE CAPITAL MANAGEMENT LP 2026 Q2 8/13/2026
BRANDYWINE MANAGERS, LLC 2026 Q2 8/13/2026
BRANDYWINE TRUST CO 2026 Q2 8/13/2026
GOODNOW INVESTMENT GROUP, LLC 2026 Q2 8/13/2026
MCMORGAN & CO LLC 2026 Q2 8/13/2026
Marathon Partners Equity Management, LLC 2026 Q2 8/13/2026
BRIGADE CAPITAL MANAGEMENT, LP 2026 Q2 8/13/2026
S SQUARED TECHNOLOGY, LLC 2026 Q2 8/13/2026
Tandem Financial, LLC 2026 Q2 8/13/2026
MANNING & NAPIER ADVISORS LLC 2026 Q2 8/13/2026
FIDUCIARY FINANCIAL ADVISORS 2026 Q2 8/13/2026
Peak Asset Management, LLC 2026 Q2 8/13/2026
Broad Run Investment Management, LLC 2026 Q2 8/13/2026
Park Place Capital Corp 2026 Q2 8/13/2026
Womack Financial LLC 2026 Q2 8/13/2026
SurgoCap Partners LP 2026 Q2 8/13/2026
Berkshire Partners LLC 2026 Q2 8/13/2026
Front Street Capital Management, Inc. 2026 Q2 8/13/2026
Paradigm Capital Management, LLC/NV 2026 Q2 8/13/2026
Stockbridge Partners LLC 2026 Q2 8/13/2026
Palliser Capital (UK) Ltd 2026 Q2 8/13/2026
HoldCo Asset Management, LP 2026 Q2 8/13/2026
Firsthand Capital Management, Inc. 2026 Q2 8/13/2026
KHALL LLC 2026 Q2 8/13/2026
Lighthouse Financial LLC 2026 Q2 8/13/2026
Federation des caisses Desjardins du Quebec 2026 Q2 8/13/2026
Maloon Powers Pitre Higgins & Dennehy, LLC 2026 Q2 8/13/2026
IFG Advisory, LLC 2026 Q2 8/13/2026
AIMZ Investment Advisors, LLC 2026 Q2 8/13/2026
Weaver C. Barksdale & Associates, Inc. 2026 Q2 8/13/2026
RETIREMENT CAPITAL STRATEGIES 2026 Q2 8/13/2026
Bellwether Advisors, LLC 2026 Q2 8/13/2026
AMERIFLEX GROUP, INC. 2026 Q2 8/13/2026
COLDSTREAM CAPITAL MANAGEMENT INC 2026 Q2 8/13/2026
Bristlecone Value Partners, LLC 2026 Q2 8/13/2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC 2026 Q2 8/13/2026
Symetra Investment Management Co 2026 Q2 8/13/2026
JPL Wealth Management, LLC 2026 Q2 8/13/2026
Blue Water Life Science Advisors, LP 2026 Q2 8/13/2026
Orcam Financial Group 2026 Q2 8/13/2026
SQUARE PEG CAPITAL PTY LTD 2026 Q2 8/13/2026
Alpine Investment Management Ltd 2026 Q2 8/13/2026
Oxbow Capital Management (HK) Ltd 2026 Q2 8/13/2026
Matthew 25 Management Corp 2026 Q2 8/13/2026
Seal Cove Capital, LLC 2026 Q2 8/13/2026
CoreView Capital Management Ltd 2026 Q2 8/13/2026
Axim Planning & Wealth 2026 Q2 8/13/2026
Seneschal Advisors, LLC 2026 Q2 8/13/2026
ALERUS FINANCIAL NA 2026 Q2 8/13/2026
Bregal Sagemount IV General Partner Jersey Ltd 2026 Q2 8/13/2026
Bregal General Partner Jersey Ltd 2026 Q2 8/13/2026
Headwater Capital Co Ltd 2026 Q2 8/13/2026