Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
ArchPoint Investors 2026 Q2 8/13/2026
TOP Private Wealth LLC. 2026 Q2 8/13/2026
Tribune Investment Group LP 2026 Q2 8/13/2026
CONQUIS FINANCIAL LLC 2026 Q2 8/13/2026
LEIGH BALDWIN & CO., LLC 2026 Q2 8/13/2026
OMERS ADMINISTRATION Corp 2026 Q2 8/13/2026
Osbon Capital Management LLC 2026 Q2 8/13/2026
Ranger Investment Management, L.P. 2026 Q2 8/13/2026
Blue Whale Capital LLP 2026 Q2 8/13/2026
SATOVSKY ASSET MANAGEMENT LLC 2026 Q2 8/13/2026
Castlefield Investment Partners LLP 2026 Q2 8/13/2026
CIBC WORLD MARKET INC. 2026 Q2 8/13/2026
Morgan Stanley Institutional Investment Advisors LLC 2026 Q2 8/13/2026
AVENIR CORP 2026 Q2 8/13/2026
Fivespan Partners, LP 2026 Q2 8/13/2026
Midwestern Financial, LLC /IA 2026 Q2 8/13/2026
HUNTINGTON NATIONAL BANK 2026 Q2 8/13/2026
Palidye Holdings (Caymans) Ltd 2026 Q2 8/13/2026
Biondo Investment Advisors, LLC 2026 Q2 8/13/2026
Kepos Capital LP 2026 Q2 8/13/2026
Covington Investment Advisors Inc. 2026 Q2 8/13/2026
Seros Financial, LLC 2026 Q2 8/13/2026
Multicoin Capital Management, LLC 2026 Q2 8/13/2026
Wealth High Governance Capital Ltda 2026 Q2 8/13/2026
Atlas FRM LLC 2026 Q2 8/13/2026
RR Advisors, LLC 2026 Q2 8/13/2026
Sanctuary Advisors, LLC 2026 Q2 8/13/2026
Osmosis Investment Management UK Ltd 2026 Q2 8/13/2026
ACK Asset Management LLC 2026 Q2 8/13/2026
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2026 Q2 8/13/2026
Noked Israel Ltd 2026 Q2 8/13/2026
PALLADIEM, LLC 2026 Q2 8/13/2026
Tsai Capital Corp 2026 Q2 8/13/2026
SEVEN MILE ADVISORY 2026 Q2 8/13/2026
Trek Financial, LLC 2026 Q2 8/13/2026
SCHULHOFF & CO INC 2026 Q2 8/13/2026
CI INVESTMENTS INC. 2026 Q2 8/13/2026
BNP PARIBAS FINANCIAL MARKETS 2026 Q2 8/13/2026
7G CAPITAL MANAGEMENT, LLC 2026 Q2 8/13/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2025 Q3 8/13/2026
Informed Momentum Co LLC 2026 Q2 8/13/2026
Prosperity Consulting Group, LLC 2026 Q2 8/13/2026
Winslow Capital Management, LLC 2026 Q2 8/13/2026
CAPITAL FUND MANAGEMENT S.A. 2026 Q2 8/13/2026
NOMURA ASSET MANAGEMENT CO LTD 2026 Q2 8/13/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2025 Q2 8/13/2026
BNP PARIBAS 2026 Q2 8/13/2026
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 2026 Q2 8/13/2026
SILVERBACK ASSET MANAGEMENT LLC 2026 Q2 8/13/2026
Bienville Capital Management, LLC 2026 Q2 8/13/2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. 2026 Q2 8/13/2026
Kurv Investment Management LLC 2026 Q2 8/13/2026
LOS ANGELES CAPITAL MANAGEMENT LLC 2026 Q2 8/13/2026
CLOVERFIELDS CAPITAL GROUP, LP 2026 Q2 8/13/2026
MARTINGALE ASSET MANAGEMENT L P 2026 Q2 8/13/2026
12th Street Asset Management Company, LLC 2026 Q2 8/13/2026
Global IMC LLC 2026 Q2 8/13/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2026 Q1 8/13/2026
Atika Capital Management LLC 2026 Q2 8/13/2026
HSG Holding Ltd 2026 Q2 8/13/2026
SANTA MONICA PARTNERS LP 2026 Q2 8/13/2026
CM Management, LLC 2026 Q2 8/13/2026
Allspring Global Investments Holdings, LLC 2026 Q2 8/13/2026
JONES ROAD CAPITAL MANAGEMENT, L.P. 2026 Q2 8/13/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2025 Q4 8/13/2026
HOLLENCREST CAPITAL MANAGEMENT 2026 Q2 8/13/2026
Highland Investment Advisors LLC 2026 Q2 8/13/2026
CONGRUENCE CAPITAL, LLC 2026 Q2 8/13/2026
SFMG, LLC 2026 Q2 8/13/2026
Crossingbridge Advisors, LLC 2026 Q2 8/13/2026
SILVERARC CAPITAL MANAGEMENT, LLC 2026 Q2 8/13/2026
OBERNDORF WILLIAM E 2026 Q2 8/13/2026
M3F, Inc. 2026 Q2 8/13/2026
Jasper Ridge Partners, L.P. 2026 Q2 8/13/2026
Havemeyer Place LP 2026 Q2 8/13/2026
Estabrook Capital Management 2026 Q2 8/13/2026
Drexel Morgan & Co. 2026 Q2 8/13/2026
UMB Bank, n.a. 2026 Q2 8/13/2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 2026 Q2 8/13/2026
Busey Bank 2026 Q2 8/13/2026
POTENTIA WEALTH 2026 Q2 8/13/2026
Oakcliff Capital Partners, LP 2026 Q2 8/13/2026
Alua Capital Management LP 2026 Q2 8/13/2026
Rivermont Capital Management LP 2026 Q2 8/13/2026
Siren, L.L.C. 2026 Q2 8/13/2026
Watchtower Advisors, LP 2026 Q2 8/13/2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2026 Q2 8/13/2026
EntryPoint Capital, LLC 2024 Q2 - NEW HOLDINGS 8/13/2026
CMC Financial Group 2026 Q2 8/13/2026
Aldebaran Financial Inc. 2026 Q2 8/13/2026
Troutman Wealth Management, LLC 2026 Q2 8/13/2026
FOLKETRYGDFONDET 2026 Q2 8/13/2026
UBS Group AG 2026 Q2 8/13/2026
Gross & Hartman Investments LLC 2026 Q2 8/13/2026
RPO LLC 2026 Q2 8/13/2026
Argos Wealth Advisors, LLC 2026 Q2 8/13/2026
Arta Finance Wealth Management LLC 2026 Q2 8/13/2026
HANTZ FINANCIAL SERVICES, INC. 2026 Q2 8/13/2026
Generation Capital Management LLC 2026 Q2 8/13/2026
Lansforsakringar Fondforvaltning AB (publ) 2026 Q2 8/13/2026