Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Sunstone Asset Management, L.P. 2026 Q1 5/14/2026
Presima Securities ULC 2026 Q1 5/14/2026
Laraway Financial Advisors Inc 2026 Q1 5/14/2026
Missouri Trust & Investment Co 2026 Q1 5/14/2026
ARIEL INVESTMENTS, LLC 2026 Q1 5/14/2026
Delaney Dennis R 2026 Q1 5/14/2026
THRYVE WEALTH MANAGEMENT LLC 2026 Q1 5/14/2026
Lane Generational LLC 2026 Q1 5/14/2026
Venture Visionary Partners LLC 2026 Q1 5/14/2026
JHP Wealth Management, LLC 2025 Q4 5/14/2026
Marble Wealth, LLC 2026 Q1 5/14/2026
MRP Capital Investments, LLC 2026 Q1 5/14/2026
Roehl & Yi Investment Advisors, LLC 2026 Q1 5/14/2026
JHP Wealth Management, LLC 2026 Q1 5/14/2026
Walsh & Associates, LLC 2025 Q4 5/14/2026
Orion Capital Management LLC 2026 Q1 5/14/2026
KANE INVESTMENT MANAGEMENT, INC. 2026 Q1 5/14/2026
Nitor Capital Management LLC 2026 Q1 5/14/2026
Shannon River Fund Management LLC 2026 Q1 5/14/2026
Long Pond Capital, LP 2026 Q1 5/14/2026
Coalescence Partners Investment Management, LP 2026 Q1 5/14/2026
StoneX Group Inc. 2026 Q1 5/14/2026
Kensington Asset Management, LLC 2026 Q1 5/14/2026
Norwood Investment Partners, LP 2026 Q1 5/14/2026
North Ridge Wealth Advisors, Inc. 2026 Q1 5/14/2026
Granby Capital Management, LLC 2026 Q1 5/14/2026
Owls Nest Partners IA, LLC 2026 Q1 5/14/2026
Davis Wealth Advisors, LLC 2026 Q1 5/14/2026
ISLAY CAPITAL MANAGEMENT, LLC 2026 Q1 5/14/2026
SMA Capital LLC 2026 Q1 5/14/2026
PineBridge Investments Asia Ltd 2026 Q1 5/14/2026
Congruence Capital, LLC 2026 Q1 5/14/2026
Solstein Capital, LLC 2026 Q1 5/14/2026
Forest Avenue Capital Management LP 2026 Q1 5/14/2026
Wealth Advisors of Tampa Bay, LLC 2026 Q1 5/14/2026
OAKTOP CAPITAL MANAGEMENT II, L.P. 2026 Q1 5/14/2026
Alvarez & Marsal Private Wealth Partners, LLC 2026 Q1 5/14/2026
Strategic Advisors LLC 2026 Q1 5/14/2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 2026 Q1 5/14/2026
AIP, LLC 2026 Q1 5/14/2026
Rockefeller Capital Management L.P. 2026 Q1 5/14/2026
Vanguard Personalized Indexing Management, LLC 2026 Q1 5/14/2026
Collar Capital Management, LLC 2026 Q1 5/14/2026
Frederick Financial Consultants, LLC 2026 Q1 5/14/2026
RBO & CO LLC 2026 Q1 5/14/2026
EQT Fund Management S.a r.l. 2026 Q1 5/14/2026
Epoch Investment Partners, Inc. 2026 Q1 5/14/2026
Pennsylvania State University 2026 Q1 5/14/2026
Vivaldi Capital Management LP 2026 Q1 5/14/2026
GSK plc 2026 Q1 5/14/2026
Affinity Asset Advisors, LLC 2026 Q1 5/14/2026
Unisphere Establishment 2026 Q1 5/14/2026
Cumberland Partners Ltd 2026 Q1 5/14/2026
WEALTH ALLIANCE, LLC 2026 Q1 5/14/2026
ABRAMS CAPITAL MANAGEMENT, L.P. 2026 Q1 5/14/2026
METLIFE INC 2026 Q1 5/14/2026
Matrix Capital Management Company, LP 2026 Q1 5/14/2026
Jacobs Equity LLC 2026 Q1 5/14/2026
MetLife Investment Management, LLC 2026 Q1 5/14/2026
BRANDYWINE MANAGERS, LLC 2026 Q1 5/14/2026
First Trust Capital Management L.P. 2026 Q1 5/14/2026
Purewater Capital LLC 2026 Q1 5/14/2026
Kiltearn Partners LLP 2026 Q1 5/14/2026
AKRE CAPITAL MANAGEMENT LLC 2026 Q1 5/14/2026
METROPOLITAN LIFE INSURANCE CO/NY 2026 Q1 5/14/2026
RETIREMITTEN FINANCIAL LLC 2026 Q1 5/14/2026
ExodusPoint Capital Management, LP 2026 Q1 5/14/2026
Tree Line Advisors (Hong Kong) Ltd. 2026 Q1 5/14/2026
Lebenthal Global Advisors, LLC 2026 Q1 5/14/2026
PINEBRIDGE INVESTMENTS LLC 2026 Q1 5/14/2026
BRANDYWINE TRUST CO 2026 Q1 5/14/2026
Galaxy Digital Inc. 2026 Q1 5/14/2026
Galaxy Digital Capital Management GP LLC 2026 Q1 5/14/2026
Everest Financial Group LLC 2025 Q4 5/14/2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2026 Q1 5/14/2026
Sentinel Advisory Group, LLC 2026 Q1 5/14/2026
Tekne Capital Management, LLC 2026 Q1 5/14/2026
Dai-ichi Life International Holdings LLC 2026 Q1 5/14/2026
Spruce Street Capital LP 2026 Q1 5/14/2026
Cannell & Spears LLC 2026 Q1 5/14/2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2026 Q1 5/14/2026
Broadhurst Jeffrey B 2026 Q1 5/14/2026
Senvest Management, LLC 2026 Q1 5/14/2026
Cape Ann Asset Management Ltd 2026 Q1 5/14/2026
Sunriver Management LLC 2026 Q1 5/14/2026
Boreal Capital Management LLC 2026 Q1 5/14/2026
Bridgewater Advisors Inc. 2026 Q1 5/14/2026
St. Louis Trust Co 2026 Q1 5/14/2026
Empirical Finance, LLC 2026 Q1 5/14/2026
SRB CORP 2026 Q1 5/14/2026
Sustainable Insight Capital Management, LLC 2026 Q1 5/14/2026
TCM Advisors, LLC 2026 Q1 5/14/2026
Discerene Group LP 2026 Q1 5/14/2026
Entropy Technologies, LP 2026 Q1 5/14/2026
Kryger Capital LLC 2026 Q1 5/14/2026
Helix Partners Management LP 2026 Q1 5/14/2026
MAPLELANE CAPITAL, LLC 2026 Q1 5/14/2026
Dempze Nancy E 2026 Q1 5/14/2026
Pennsylvania State University 2025 Q4 5/14/2026
PARADIGM CAPITAL MANAGEMENT INC/NY 2026 Q1 5/14/2026