Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
VANGUARD CAPITAL MANAGEMENT LLC 2026 Q2 8/13/2026
VANGUARD FIDUCIARY TRUST CO 2026 Q2 8/13/2026
Inspire Advisors, LLC 2026 Q2 8/13/2026
Vision Capital Corp 2026 Q2 8/13/2026
HARBOR ADVISORY CORP /MA/ 2026 Q2 8/13/2026
BRANT POINT INVESTMENT MANAGEMENT LLC 2026 Q2 8/13/2026
Koch, Inc. 2026 Q2 8/13/2026
von Borstel & Associates, Inc. 2026 Q2 8/13/2026
Centiva Capital, LP 2026 Q2 8/13/2026
Tekne Capital Management, LLC 2026 Q2 8/13/2026
Purpose Unlimited Inc. 2026 Q2 8/13/2026
JCP Investment Management, LLC 2026 Q2 8/13/2026
Slotnik Capital, LLC 2026 Q2 8/13/2026
LETKO, BROSSEAU & ASSOCIATES INC 2026 Q2 8/13/2026
KIM, LLC 2026 Q2 8/13/2026
CONTINENTAL INVESTORS SERVICES, INC. 2026 Q2 8/13/2026
Annandale Capital, LLC 2026 Q2 8/13/2026
SPG ADVISORS LLC 2026 Q2 8/13/2026
First Trust Capital Management L.P. 2026 Q2 8/13/2026
Standard Family Office LLC 2026 Q2 8/13/2026
Endure Capital Management, LLC 2026 Q2 8/13/2026
PUBLIC SECTOR PENSION INVESTMENT BOARD 2026 Q2 - RESTATEMENT 8/13/2026
FIDUCIARY MANAGEMENT INC /WI/ 2026 Q2 8/13/2026
Stonebridge Financial Group, LLC/CA 2026 Q2 8/13/2026
Kirkoswald Asset Management LLC 2026 Q2 8/13/2026
CAZ INVESTMENTS LP 2026 Q2 8/13/2026
First Washington CORP 2026 Q2 - RESTATEMENT 8/13/2026
McLaughlin Asset Management, Inc. 2026 Q2 - NEW HOLDINGS 8/13/2026
WCM INVESTMENT MANAGEMENT, LLC 2026 Q2 8/13/2026
Game Creek Capital, LP 2026 Q2 8/13/2026
AlphaGrep UK Ltd 2025 Q4 8/13/2026
CAMBIENT FAMILY OFFICE, LLC 2026 Q2 8/13/2026
RMG Wealth Management LLC 2026 Q2 8/13/2026
Beck Bode, LLC 2026 Q2 8/13/2026
Fidelis Wealth Advisors LLC 2026 Q2 - RESTATEMENT 8/13/2026
Elevation Advisory Partners LLC 2026 Q2 8/13/2026
Tolleson Wealth Management, Inc. 2026 Q2 8/13/2026
Dynasty Wealth Management, LLC 2026 Q2 8/13/2026
Triple Frond Partners LLC 2026 Q2 8/13/2026
Quantinno Capital Management LP 2026 Q2 8/13/2026
SkyKnight Capital, L.P. 2026 Q2 8/13/2026
Tidal Investments LLC 2026 Q2 8/13/2026
PANORAMIC INVESTMENT ADVISORS, LLC 2026 Q2 8/13/2026
Hamrick Investment Counsel, llc 2026 Q2 8/13/2026
CBIZ Investment Advisory Services, LLC 2026 Q2 8/13/2026
SWAN Capital LLC 2026 Q2 8/13/2026
Power Corp of Canada 2026 Q2 8/13/2026
Strategic Advocates LLC 2026 Q2 8/13/2026
Alamea Verwaltungs GmbH 2026 Q2 8/13/2026
Riverview Capital Advisers, LLC 2026 Q2 8/13/2026
Bahl & Gaynor LLC 2026 Q2 8/13/2026
SUMMITPOINT CAPITAL MANAGEMENT 2026 Q2 8/13/2026
First Long Island Investors, LLC 2026 Q2 8/13/2026
CENTRICA WEALTH MANAGEMENT, LLC 2026 Q2 8/13/2026
Ameritas Investment Partners, Inc. 2026 Q2 8/13/2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2026 Q2 8/13/2026
Aristides Capital LLC 2026 Q2 8/13/2026
Steward Partners Investment Advisory, LLC 2026 Q2 8/13/2026
Ballast Financial Advisors LLC 2026 Q2 8/13/2026
Dash Acquisitions Inc. 2026 Q2 8/13/2026
MORGAN STANLEY 2026 Q2 8/13/2026
Elite Wealth Management, Inc. 2026 Q2 8/13/2026
THORNBURG INVESTMENT MANAGEMENT INC 2026 Q2 8/13/2026
Systematic Alpha Investments, LLC 2026 Q2 8/13/2026
Minot DeBlois Advisors LLC 2026 Q2 8/13/2026
PACES FERRY WEALTH ADVISORS, LLC 2026 Q2 8/13/2026
PRUDENT INVESTORS NETWORK, INC. 2026 Q2 8/13/2026
Lattice Capital Management, LLC 2026 Q2 8/13/2026
Epoch Investment Partners, Inc. 2026 Q2 8/13/2026
STRATEGIC VALUE BANK PARTNERS LLC 2026 Q2 8/13/2026
JRM Investment Counsel, LLC 2026 Q2 8/13/2026
McMillan Office, Inc. 2026 Q2 8/13/2026
Qtron Investments LLC 2026 Q2 8/13/2026
BLACKHILL CAPITAL INC 2026 Q2 8/13/2026
Dauntless Investment Group, LLC 2026 Q2 8/13/2026
Piedmont Capital Management, LLC 2026 Q2 8/13/2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2026 Q2 8/13/2026
Prime Buchholz LLC 2026 Q2 8/13/2026
ALLIUM FINANCIAL ADVISORS, LLC 2026 Q2 8/13/2026
CreativeOne Wealth, LLC 2026 Q2 8/13/2026
Patriot Financial Partners GP II, L.P. 2026 Q2 8/13/2026
Elizabeth Park Capital Advisors, Ltd. 2026 Q2 8/13/2026
Tandem Wealth Advisors LLC 2026 Q2 8/13/2026
Oak Grove Capital LLC 2026 Q2 8/13/2026
One Capital Management, LLC 2026 Q2 8/13/2026
First Washington CORP 2026 Q2 8/13/2026
ATLAS CAPITAL ADVISORS INC. 2026 Q2 - RESTATEMENT 8/13/2026
Beacon Capital Management, Inc. 2026 Q2 8/13/2026
1248 Management, LLC 2026 Q2 8/13/2026
Ramirez Asset Management, Inc. 2026 Q2 8/13/2026
Graetz Wealth LLC 2026 Q2 8/13/2026
Lionhunter Capital Management, LLC 2026 Q2 8/13/2026
ZACKS INVESTMENT MANAGEMENT 2026 Q2 8/13/2026
Curry Webb Wealth Management LLC 2026 Q2 8/13/2026
Entruity Wealth, LLC 2026 Q2 8/13/2026
Stony Point Capital LLC 2026 Q2 8/13/2026
Chico Wealth RIA 2026 Q2 8/13/2026
MPWM ADVISORY SOLUTIONS, LLC 2026 Q2 8/13/2026
Legacy Wealth Managment, LLC/ID 2026 Q2 8/13/2026
Virtus Fixed Income Advisers, LLC 2026 Q2 8/13/2026