Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Hiddenite Capital Partners LP 2026 Q2 8/13/2026
EDGAR LOMAX CO/VA 2026 Q2 8/13/2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2026 Q2 - RESTATEMENT 8/13/2026
Estate Planners Group, LLC 2026 Q2 8/13/2026
WestCap Management, LLC 2026 Q2 8/13/2026
Manchester Capital Management LLC 2026 Q2 8/13/2026
Willis Johnson & Associates, Inc. 2026 Q2 8/13/2026
Entropy Technologies, LP 2026 Q2 8/13/2026
Zweig-DiMenna Associates LLC 2026 Q2 8/13/2026
PURA VIDA INVESTMENTS, LLC 2026 Q2 8/13/2026
Edenbrook Capital, LLC 2026 Q2 8/13/2026
Pacer Advisors, Inc. 2026 Q2 8/13/2026
OCCUDO QUANTITATIVE STRATEGIES LP 2026 Q2 8/13/2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA 2026 Q2 8/13/2026
NORTHERN TRUST CORP 2026 Q2 8/13/2026
NewGen Asset Management Ltd 2026 Q2 8/13/2026
FLAX POND CAPITAL, LLC 2026 Q2 8/13/2026
Sagil Capital LLP 2026 Q2 8/13/2026
NORRIS PERNE & FRENCH LLP/MI 2026 Q2 - NEW HOLDINGS 8/13/2026
GDS Wealth Management 2026 Q2 8/13/2026
Piedmont Capital Management, LLC/NC 2026 Q2 8/13/2026
Black Swift Group, LLC 2026 Q2 8/13/2026
ING GROEP NV 2026 Q2 8/13/2026
Front Row Advisors LLC 2026 Q2 8/13/2026
Frec Markets, Inc. 2026 Q2 8/13/2026
Pembroke Management, LTD 2026 Q2 - NEW HOLDINGS 8/13/2026
EVR Research LP 2026 Q2 8/13/2026
ICON ADVISERS INC/CO 2026 Q2 8/13/2026
Sands Capital Alternatives, LLC 2026 Q2 8/13/2026
NORRIS PERNE & FRENCH LLP/MI 2026 Q1 - NEW HOLDINGS 8/13/2026
Williamson Legacy Group, LLC 2026 Q2 8/13/2026
TIMUCUAN ASSET MANAGEMENT INC/FL 2026 Q2 8/13/2026
Sound Capital Solutions LLC 2026 Q2 8/13/2026
Topsail Wealth Management, LLC 2026 Q2 8/13/2026
Olde Wealth Management, LLC 2026 Q2 8/13/2026
FIL Ltd 2026 Q2 8/13/2026
Douglass Winthrop Advisors, LLC 2026 Q2 8/13/2026
FIDELIS CAPITAL PARTNERS, LLC 2026 Q2 8/13/2026
IF Advisors, LLC 2026 Q2 8/13/2026
Ballast Asset Management, LP 2026 Q2 8/13/2026
FinArc Investments, Inc. 2026 Q2 8/13/2026
Morse Asset Management, Inc 2026 Q2 8/13/2026
Traction Financial Partners, LLC 2026 Q2 8/13/2026
Pine Harbor Wealth Management, LLC 2026 Q2 8/13/2026
SANDS CAPITAL MANAGEMENT, LLC 2026 Q2 8/13/2026
Taylor Securities Services, Inc. 2026 Q2 8/13/2026
Field & Main Bank 2026 Q2 8/13/2026
PACIFIC FINANCIAL GROUP INC 2026 Q2 8/13/2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2026 Q2 8/13/2026
STOCK YARDS BANK & TRUST CO 2026 Q2 8/13/2026
Ankerstar Wealth, LLC 2026 Q2 8/13/2026
FMR LLC 2026 Q2 8/13/2026
Penserra Capital Management LLC 2026 Q2 8/13/2026
Maren Capital LLC 2026 Q2 8/13/2026
Jones Hill Capital LP 2026 Q2 8/13/2026
AltraVue Capital, LLC 2026 Q2 8/13/2026
Elite Financial, Inc. 2026 Q2 8/13/2026
Tyro Capital Management LLC 2026 Q2 8/13/2026
DE BURLO GROUP INC 2026 Q2 8/13/2026
Neuberger Berman Group LLC 2026 Q2 8/13/2026
Portland Global Advisors LLC 2026 Q2 8/13/2026
PURSUIT WEALTH STRATEGIES, LLC 2026 Q2 8/13/2026
CAUSEWAY CAPITAL MANAGEMENT LLC 2026 Q2 8/13/2026
IAT REINSURANCE CO LTD. 2026 Q2 8/13/2026
1060 Capital, LLC 2026 Q2 8/13/2026
Veratis Advisors, Inc. 2026 Q2 8/13/2026
SFAM, LLC 2026 Q2 8/13/2026
Community Bank, N.A. 2026 Q2 8/13/2026
Pennsylvania State University 2026 Q2 8/13/2026
Three Seasons Wealth, LLC 2026 Q2 8/13/2026
Cloud Capital Management, LLC 2026 Q2 8/13/2026
Missouri Trust & Investment Co 2026 Q2 8/13/2026
Spahn Wealth & Retirement LLC 2026 Q2 8/13/2026
New Age Alpha Advisors, LLC 2026 Q2 8/13/2026
EntryPoint Capital, LLC 2026 Q2 8/13/2026
Copperwood Asset Management LP 2026 Q2 8/13/2026
Five Pine Wealth Management 2026 Q2 8/13/2026
EARNEST PARTNERS LLC 2026 Q2 8/13/2026
Davern Capital Partners, LP 2026 Q2 8/13/2026
Uniplan Investment Counsel, Inc. 2026 Q2 8/13/2026
Columbia River Financial Group, LLC 2026 Q2 8/13/2026
Aviso Financial Inc. 2026 Q2 8/13/2026
Newport Trust Company, LLC 2026 Q2 8/13/2026
Propel Bio Management, LLC 2026 Q2 8/13/2026
Horiko Capital Management LLC 2026 Q2 8/13/2026
PRAGMA GESTAO DE PATRIMONIO LTD 2026 Q2 8/13/2026
Elequin Capital, LP 2026 Q2 8/13/2026
Creative Planning 2026 Q2 8/13/2026
Operose Advisors LLC 2026 Q2 8/13/2026
Wilmar Advisors LLC 2026 Q2 8/13/2026
NBZ Investment Advisors LLC 2026 Q2 8/13/2026
PGIM Custom Harvest LLC 2026 Q2 8/13/2026
Aisling Capital Management LP 2026 Q2 8/13/2026
PJT Investments Corp. 2026 Q2 8/13/2026
Verity Asset Management, Inc. 2026 Q2 8/13/2026
ELEVATUS WELATH MANAGEMENT 2026 Q2 8/13/2026
CTC Alternative Strategies, Ltd. 2026 Q2 8/13/2026
CTC LLC 2026 Q2 8/13/2026
Applied Fundamental Research, LLC 2026 Q2 8/13/2026
Varma Mutual Pension Insurance Co 2026 Q1 - RESTATEMENT 8/13/2026