Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
CONTINENTAL GENERAL INSURANCE CO 2026 Q1 5/14/2026
Round Hill Asset Management 2026 Q1 5/14/2026
Potomac Capital Management, Inc. 2026 Q1 5/14/2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2026 Q1 5/14/2026
Crestview Partners II GP, L.P. 2026 Q1 5/14/2026
Crestview Partners III GP, L.P. 2026 Q1 5/14/2026
LANSDOWNE PARTNERS (UK) LLP 2026 Q1 5/14/2026
Trivant Custom Portfolio Group, LLC 2026 Q1 5/14/2026
NEXTBio Capital Management LP 2026 Q1 5/14/2026
SATOVSKY ASSET MANAGEMENT LLC 2026 Q1 5/14/2026
Tripletail Wealth Management, LLC 2026 Q1 5/14/2026
Redwood Investment Management, LLC 2026 Q1 5/14/2026
Dauntless Investment Group, LLC 2026 Q1 5/14/2026
TRB Wealth Management, LLC 2026 Q1 5/14/2026
Pillsbury Lake Capital LLC 2026 Q1 5/14/2026
Aft, Forsyth & Sober, LLC 2026 Q1 5/14/2026
Rodgers Brothers Inc. 2026 Q1 5/14/2026
Caldwell Investment Management Ltd. 2026 Q1 5/14/2026
Maxi Investments CY Ltd 2026 Q1 5/14/2026
Rench Wealth Management, Inc. 2026 Q1 5/14/2026
Dana Investment Advisors, Inc. 2026 Q1 5/14/2026
Pier Capital, LLC 2026 Q1 5/14/2026
Rialto Wealth Management, LLC 2026 Q1 5/14/2026
Rudius Management LP 2026 Q1 5/14/2026
RAYMOND JAMES FINANCIAL INC 2026 Q1 5/14/2026
ShawSpring Partners LLC 2026 Q1 5/14/2026
Beaird Harris Wealth Management, LLC 2026 Q1 5/14/2026
RiverPark Advisors, LLC 2026 Q1 5/14/2026
Camarda Financial Advisors, LLC 2026 Q1 5/14/2026
HighPoint Advisor Group LLC 2025 Q4 - NEW HOLDINGS 5/14/2026
Smead Capital Management, Inc. 2026 Q1 5/14/2026
AFT, FORSYTH & COMPANY, INC. 2026 Q1 5/14/2026
EMORY UNIVERSITY 2026 Q1 5/14/2026
Financial Sense Advisors, Inc. 2026 Q1 5/14/2026
FOSTER DYKEMA CABOT & PARTNERS, LLC 2026 Q1 5/14/2026
HighPoint Advisor Group LLC 2026 Q1 5/14/2026
American Family Investments, Inc. 2026 Q1 5/14/2026
Babb Wealth Advisors LLC 2026 Q1 5/14/2026
Ceeto Capital Group, LLC 2026 Q1 5/14/2026
Arrington Capital Management, LLC 2026 Q1 5/14/2026
Virtu Financial LLC 2026 Q1 5/14/2026
Strategic Financial Planning, Inc. 2026 Q1 5/14/2026
Stonebridge Capital Advisors LLC 2026 Q1 5/14/2026
Timelo Investment Management Inc. 2026 Q1 5/14/2026
August Group Capital Ltd 2026 Q1 5/14/2026
BROWN CAPITAL MANAGEMENT LLC 2026 Q1 5/14/2026
RWQ Financial Management Services, Inc. 2026 Q1 5/14/2026
NICOLET BANKSHARES INC 2026 Q1 5/14/2026
PRAGMA GESTAO DE PATRIMONIO LTD 2026 Q1 5/14/2026
MCGUIRE CAPITAL ADVISORS INC 2026 Q1 5/14/2026
Integrity Financial Corp /WA 2026 Q1 5/14/2026
Vernal Point Advisors, LLC 2026 Q1 5/14/2026
Blue Water Life Science Advisors, LP 2026 Q1 5/14/2026
Rosalind Advisors, Inc. 2026 Q1 5/14/2026
Artemis Wealth Advisors, LLC 2026 Q1 5/14/2026
Arcadia Wealth Management, Inc. 2026 Q1 5/14/2026
RD Finance Ltd 2026 Q1 5/14/2026
BEACON INVESTMENT ADVISORS LLC 2026 Q1 5/14/2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management 2026 Q1 5/14/2026
Axim Planning & Wealth 2026 Q1 5/14/2026
Marathon Trading Investment Management LLC 2026 Q1 5/14/2026
Fort Point Capital Partners LLC 2026 Q1 5/14/2026
Kilter Group LLC 2026 Q1 5/14/2026
Financial Network Wealth Advisors LLC 2026 Q1 5/14/2026
Morse Asset Management, Inc 2026 Q1 5/14/2026
Harvest Portfolios Group Inc. 2026 Q1 5/14/2026
Corps Capital Advisors, LLC 2026 Q1 5/14/2026
BANC FUNDS CO LLC 2026 Q1 5/14/2026
Chancellor Financial Group WB LP 2026 Q1 5/14/2026
Siena Capital Partners GP, LLC 2026 Q1 5/14/2026
JB CAPITAL PARTNERS LP 2026 Q1 5/14/2026
Tudor Financial Inc. 2026 Q1 5/14/2026
Alpha Advisors, LLC/VA 2026 Q1 5/14/2026
CAUSEWAY CAPITAL MANAGEMENT LLC 2026 Q1 5/14/2026
Taylor Securities Services, Inc. 2026 Q1 5/14/2026
TWIN FOCUS CAPITAL PARTNERS, LLC 2026 Q1 5/14/2026
GFI Investment Counsel Ltd. 2026 Q1 5/14/2026
COWA, LLC 2026 Q1 5/14/2026
Gambit Capital Management, LLC 2026 Q1 5/14/2026
Itau Unibanco Holding S.A. 2026 Q1 5/14/2026
LONG WALK MANAGEMENT LP 2026 Q1 5/14/2026
SUPERSTRING CAPITAL MANAGEMENT LP 2026 Q1 5/14/2026
Hudson Portfolio Management LLC 2026 Q1 5/14/2026
Jupiter Wealth Management LLC 2026 Q1 5/14/2026
Sand Hill Global Advisors, LLC 2026 Q1 5/14/2026
Game Creek Capital, LP 2026 Q1 5/14/2026
John & Kathleen Schreiber Foundation 2026 Q1 5/14/2026
Bare Financial Services, Inc 2026 Q1 5/14/2026
Van Hulzen Asset Management, LLC 2026 Q1 5/14/2026
CWM, LLC 2026 Q1 5/14/2026
Roof Eidam Maycock Peralta, LLC 2026 Q1 5/14/2026
LOOMIS SAYLES & CO L P 2026 Q1 5/14/2026
Aristides Capital LLC 2026 Q1 5/14/2026
Arrowroot Family Office, LLC 2026 Q1 5/14/2026
JRM Investment Counsel, LLC 2026 Q1 5/14/2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2026 Q1 5/14/2026
GC Wealth Management RIA, LLC 2026 Q1 5/14/2026
PENNINGTON PARTNERS & CO., LLC 2026 Q1 5/14/2026
KHALL LLC 2026 Q1 5/14/2026
Rockbridge Investment Management, LCC 2026 Q1 5/14/2026