Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Oasis Management Co Ltd. 2026 Q2 8/13/2026
PRUDENTIAL PLC 2026 Q2 8/13/2026
Regal Partners Ltd 2026 Q2 8/13/2026
Babb Wealth Advisors LLC 2026 Q2 8/13/2026
ENTREWEALTH, LLC 2026 Q2 8/13/2026
Krensavage Asset Management, LLC 2026 Q2 8/13/2026
Cercano Management LLC 2026 Q2 - RESTATEMENT 8/13/2026
KCM INVESTMENT ADVISORS LLC 2026 Q2 8/13/2026
Roehl & Yi Investment Advisors, LLC 2026 Q2 8/13/2026
American Airlines Group Inc. 2026 Q2 8/13/2026
COBALT CAPITAL MANAGEMENT, INC. 2026 Q2 8/13/2026
Visionary Wealth Advisors 2026 Q2 8/13/2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC 2026 Q2 8/13/2026
TWIN PEAKS WEALTH ADVISORS, LLC 2026 Q2 8/13/2026
Aberdeen Wealth Management LLC 2026 Q2 8/13/2026
Conifer Management, L.L.C. 2026 Q2 8/13/2026
Stillwater Private Wealth, LLC 2026 Q2 8/13/2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP 2026 Q2 8/13/2026
PARADIGM CAPITAL MANAGEMENT INC/NY 2026 Q2 8/13/2026
Wishbone Management, LP 2026 Q2 8/13/2026
Cetera Trust Company, N.A 2026 Q2 8/13/2026
BANC FUNDS CO LLC 2026 Q2 8/13/2026
AMES NATIONAL CORP 2026 Q2 8/13/2026
ALGERT GLOBAL LLC 2026 Q2 8/13/2026
Spruce Street Capital LP 2026 Q2 8/13/2026
Trail Ridge Investment Advisors, LLC 2026 Q2 8/13/2026
DEARBORN PARTNERS LLC 2026 Q2 8/13/2026
Whalen Wealth Management Inc. 2026 Q2 8/13/2026
Cullen Capital Management, LLC 2026 Q2 8/13/2026
Orographic Financial Advisors, LLC 2026 Q2 8/13/2026
Shannon River Fund Management LLC 2026 Q2 8/13/2026
Long Pond Capital, LP 2026 Q2 8/13/2026
Columbus Hill Capital Management, L.P. 2026 Q2 8/13/2026
NCP Inc. 2026 Q2 8/13/2026
Cosmic Management, LLC 2026 Q2 8/13/2026
EJF Capital LP 2026 Q2 8/13/2026
AMERICAN INTERNATIONAL GROUP, INC. 2026 Q2 8/13/2026
Valued Retirements, Inc. 2026 Q2 8/13/2026
FPC INVESTMENT ADVISORY, INC. 2026 Q2 8/13/2026
Abu Dhabi Investment Council Co P.J.S.C 2026 Q2 8/13/2026
Chesapeake Wealth Management 2026 Q2 8/13/2026
BROGAN FINANCIAL, INC. 2026 Q2 8/13/2026
Knollwood Investment Advisory, LLC 2026 Q2 8/13/2026
Bank of Marin 2026 Q2 8/13/2026
Capital Markets Trading UK LLP 2026 Q2 8/13/2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2026 Q2 8/13/2026
RESOLUTE WEALTH ADVISOR, INC. 2025 Q2 8/13/2026
AlphaGrep UK Ltd 2026 Q1 8/13/2026
CYPRESS POINT INVESTMENT MANAGEMENT LP 2026 Q2 8/13/2026
CMT Capital Markets Trading GmbH 2026 Q2 8/13/2026
DODGE & COX 2026 Q2 8/13/2026
GTCR LLC 2026 Q2 8/13/2026
Man Investment Partners (US) LP 2026 Q2 8/13/2026
Wallace Hart LLC 2026 Q2 8/13/2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2026 Q2 - NEW HOLDINGS 8/13/2026
FORA Capital, LLC 2026 Q2 8/13/2026
Delta Global Management LP 2026 Q2 8/13/2026
PFIZER INC 2026 Q2 8/13/2026
McMill Wealth Management 2026 Q2 8/13/2026
FIFTHDELTA Ltd 2026 Q2 8/13/2026
BAUPOST GROUP LLC/MA 2026 Q2 8/13/2026
QUEST INVESTMENT MANAGEMENT LLC 2026 Q2 8/13/2026
StepStone Group LP 2026 Q2 8/13/2026
Triavera Capital LLC 2026 Q2 8/13/2026
Avalon Global Asset Management LLC 2026 Q2 8/13/2026
WD Thunder CV Ultimate GP LLC 2026 Q2 8/13/2026
LENNAR CORP /NEW/ 2026 Q2 8/13/2026
DEVON ENERGY CORP/DE 2026 Q2 8/13/2026
Artisan Partners Limited Partnership 2026 Q2 8/13/2026
Hilltop Holdings Inc. 2026 Q2 8/13/2026
Henderson Brothers Financial Partners, LLC 2026 Q2 8/13/2026
Premier Private Wealth Management LLC 2026 Q2 8/13/2026
Delta Investment Management, LLC 2026 Q2 8/13/2026
Pathstone Holdings, LLC 2026 Q2 8/13/2026
GSK plc 2026 Q2 8/13/2026
STG SECURITIES, LLC 2026 Q2 8/13/2026
Mariner, LLC 2026 Q2 8/13/2026
ESL Trust Services, LLC 2026 Q2 8/13/2026
MAPLELANE CAPITAL, LLC 2026 Q2 8/13/2026
Northwest Quadrant Wealth Management, LLC 2026 Q2 8/13/2026
Timelo Investment Management Inc. 2026 Q2 8/13/2026
Ariadne Wealth Management, LP 2026 Q2 8/13/2026
FERNBRIDGE CAPITAL MANAGEMENT LP 2026 Q2 8/13/2026
Jump Financial, LLC 2026 Q2 8/13/2026
West Virginia University Foundation, Inc 2026 Q1 - NEW HOLDINGS 8/13/2026
RENAISSANCE TECHNOLOGIES LLC 2026 Q2 8/13/2026
J Digital 6 LLC 2026 Q2 8/13/2026
SMH CAPITAL ADVISORS INC 2026 Q2 - RESTATEMENT 8/13/2026
Teca Partners, LP 2026 Q2 8/13/2026
TrueWealth Financial Partners 2026 Q2 8/13/2026
Bornite Capital Management LP 2026 Q2 8/13/2026
SAM Advisors, LLC 2026 Q2 8/13/2026
West Virginia University Foundation, Inc 2026 Q2 8/13/2026
Carter Financial, LLC 2026 Q2 8/13/2026
RBO & CO LLC 2026 Q2 8/13/2026
KVP Capital Advisors, LP 2026 Q2 8/13/2026
Candriam S.C.A. 2026 Q2 8/13/2026
MARSHALL WACE, LLP 2026 Q2 8/13/2026
DCM Advisors, LLC 2026 Q2 8/13/2026
SMH CAPITAL ADVISORS INC 2026 Q1 - RESTATEMENT 8/13/2026