Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
WGI DM, LLC 2026 Q1 5/14/2026
Ballentine Partners, LLC 2026 Q1 5/14/2026
SANTA MONICA PARTNERS LP 2026 Q1 5/14/2026
Gladstone Institutional Advisory LLC 2026 Q1 5/14/2026
YCG, LLC 2026 Q1 5/14/2026
Petiole USA ltd 2026 Q1 5/14/2026
Delos Wealth Advisors, LLC 2026 Q1 5/14/2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2026 Q1 5/14/2026
ALGERT GLOBAL LLC 2026 Q1 5/14/2026
Algorithmic Investment Models, LLC 2026 Q1 5/14/2026
Clutterbuck Capital Management LLC 2026 Q1 5/14/2026
VestGen Advisors, LLC 2026 Q1 5/14/2026
Hazelview Securities Inc. 2026 Q1 5/14/2026
Heathbridge Capital Management Ltd. 2026 Q1 5/14/2026
HAZLETT, BURT & WATSON, INC. 2026 Q1 5/14/2026
Proficio Capital Partners LLC 2026 Q1 5/14/2026
Worth Venture Partners, LLC 2026 Q1 5/14/2026
Hara Capital LLC 2026 Q1 5/14/2026
Dalal Street, LLC 2026 Q1 5/14/2026
SWAN Capital LLC 2026 Q1 5/14/2026
RHODES INVESTMENT ADVISORS INC /ADV 2026 Q1 5/14/2026
Aldebaran Financial Inc. 2026 Q1 5/14/2026
Westwood Global Investments, LLC 2026 Q1 5/14/2026
Morgan Stanley Institutional Investment Advisors LLC 2026 Q1 5/14/2026
PLATINUM PARAMOUNT INVESTMENT LTD. 2026 Q1 5/14/2026
Cauble & Harre Wealth Management, Inc. 2026 Q1 5/14/2026
DnB Asset Management AS 2026 Q1 5/14/2026
AVENIR CORP 2026 Q1 5/14/2026
Tempo Wealth, LLC 2026 Q1 5/14/2026
FFT WEALTH MANAGEMENT LLC 2026 Q1 5/14/2026
Winslow Capital Management, LLC 2026 Q1 5/14/2026
BROWN BROTHERS HARRIMAN & CO 2026 Q1 5/14/2026
ZACKS INVESTMENT MANAGEMENT 2026 Q1 5/14/2026
POWER WEALTH MANAGEMENT LLC 2026 Q1 5/14/2026
LGL PARTNERS, LLC 2026 Q1 5/14/2026
GENERATION INVESTMENT MANAGEMENT LLP 2026 Q1 5/14/2026
H Squared Management LP 2026 Q1 5/14/2026
140 Summer Partners LP 2026 Q1 5/14/2026
Brehaut David Pascal 2026 Q1 5/14/2026
Jones Hill Capital LP 2026 Q1 5/14/2026
Twin Tree Management, LP 2026 Q1 5/14/2026
Miura Global Management, LLC 2026 Q1 5/14/2026
Meiji Yasuda Asset Management Co Ltd. 2026 Q1 5/14/2026
Estabrook Capital Management 2026 Q1 5/14/2026
Ratan Capital Management LP 2026 Q1 5/14/2026
ArchPoint Investors 2026 Q1 5/14/2026
TIMUCUAN ASSET MANAGEMENT INC/FL 2026 Q1 5/14/2026
Battery Global Advisors, LLC 2026 Q1 5/14/2026
Baring Fintech Manager Holding Ltd 2026 Q1 5/14/2026
Elizabeth Park Capital Advisors, Ltd. 2026 Q1 5/14/2026
Selkirk Management LLC 2026 Q1 5/14/2026
NEXT CENTURY GROWTH INVESTORS LLC 2026 Q1 5/14/2026
Dorsey & Whitney Trust CO LLC 2026 Q1 5/14/2026
MENORA MIVTACHIM HOLDINGS LTD. 2026 Q1 5/14/2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2026 Q1 5/14/2026
EP Wealth Advisors, LLC 2026 Q1 5/14/2026
Propel Bio Management, LLC 2026 Q1 5/14/2026
Pertento Partners LLP 2026 Q1 5/14/2026
CAXTON CORP 2026 Q1 5/14/2026
Alpine Fox Capital LLC 2026 Q1 5/14/2026
SlateStone Wealth, LLC 2026 Q1 5/14/2026
Baring Fintech Fund III Managers Ltd 2026 Q1 5/14/2026
Blue Whale Capital LLP 2026 Q1 5/14/2026
Migdal Insurance & Financial Holdings Ltd. 2026 Q1 5/14/2026
Monolith Management Ltd 2026 Q1 5/14/2026
Watchtower Advisors, LP 2026 Q1 5/14/2026
Finepoint Capital LP 2026 Q1 5/14/2026
SEAVIEW INVESTMENT MANAGERS LLC 2026 Q1 5/14/2026
Fieldview Capital Management, LLC 2026 Q1 5/14/2026
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 2026 Q1 5/14/2026
SUN LIFE FINANCIAL INC 2026 Q1 5/14/2026
MFN Partners Management, LP 2026 Q1 5/14/2026
Standard Family Office LLC 2026 Q1 5/14/2026
EVR Research LP 2026 Q1 5/14/2026
MCRAE CAPITAL MANAGEMENT INC 2026 Q1 5/14/2026
Inherent Management Corp. 2026 Q1 5/14/2026
Meros Investment Management, LP 2026 Q1 5/14/2026
McKinney Capital Management, LLC 2026 Q1 5/14/2026
Elgethun Capital Management 2026 Q1 5/14/2026
Swiss Life Asset Management Ltd 2026 Q1 5/14/2026
Broadleaf Partners, LLC 2026 Q1 5/14/2026
Sagil Capital LLP 2026 Q1 5/14/2026
Fivespan Partners, LP 2026 Q1 5/14/2026
Capital Innovations LLC 2026 Q1 5/14/2026
Artal Group S.A. 2026 Q1 5/14/2026
AVIVA PLC 2026 Q1 5/14/2026
OBERNDORF WILLIAM E 2026 Q1 5/14/2026
Osmosis Investment Management UK Ltd 2026 Q1 5/14/2026
Kintegral Advisory, LLC 2026 Q1 5/14/2026
Sunesis Advisors, LLC 2026 Q1 5/14/2026
Trustees of Dartmouth College 2026 Q1 5/14/2026
Aspen Grove Capital, LLC 2026 Q1 5/14/2026
Capula Management Ltd 2026 Q1 5/14/2026
Marnell Management LLC 2026 Q1 5/14/2026
MIZUHO MARKETS AMERICAS LLC 2026 Q1 5/14/2026
BOWEN HANES & CO INC 2026 Q1 5/14/2026
Sellaronda Global Management LP 2026 Q1 5/14/2026
TOWLE & CO 2026 Q1 5/14/2026
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 2026 Q1 5/14/2026
Noked Israel Ltd 2026 Q1 5/14/2026