Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
RMG Wealth Management LLC 2026 Q1 5/14/2026
Infusive Asset Management Inc. 2026 Q1 5/14/2026
Orvieto Partners, L.P. 2026 Q1 5/14/2026
LITTLEJOHN & CO LLC 2026 Q1 5/14/2026
Knott David M Jr 2026 Q1 5/14/2026
Greenline Wealth Management LLC 2026 Q1 5/14/2026
INCEPTIONR LLC 2026 Q1 5/14/2026
Atika Capital Management LLC 2026 Q1 5/14/2026
PINCUS CAPITAL MANAGEMENT, LP 2026 Q1 5/14/2026
Clarkston Capital Partners, LLC 2026 Q1 5/14/2026
Moerus Capital Management LLC 2026 Q1 5/14/2026
Alcosta Capital Management, Inc. 2026 Q1 5/14/2026
Gavilan Investment Partners LLC 2026 Q1 5/14/2026
PBCay One RSC Ltd 2026 Q1 5/14/2026
BANK OF NOVA SCOTIA 2026 Q1 5/14/2026
Spear Holdings RSC Ltd 2026 Q1 5/14/2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2026 Q1 5/14/2026
Perseverance Asset Management International 2026 Q1 5/14/2026
Alfreton Capital LLP 2026 Q1 5/14/2026
Ted Buchan & Co 2026 Q1 5/14/2026
Crossingbridge Advisors, LLC 2026 Q1 5/14/2026
Yakira Capital Management, Inc. 2026 Q1 5/14/2026
CLOVERFIELDS CAPITAL GROUP, LP 2026 Q1 5/14/2026
Compass Rose Asset Management, LP 2026 Q1 5/14/2026
Safeguard Investment Advisory Group, LLC 2026 Q1 5/14/2026
Advisory Alpha, LLC 2026 Q1 5/14/2026
ENDEAVOR PRIVATE WEALTH, INC. 2026 Q1 5/14/2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2026 Q1 5/14/2026
Acasta Partners UK LLP 2026 Q1 5/14/2026
CAPITAL FUND MANAGEMENT S.A. 2026 Q1 5/14/2026
Dundas Partners LLP 2026 Q1 5/14/2026
Panview Capital Ltd 2026 Q1 5/14/2026
Fosun International Ltd 2026 Q1 5/14/2026
Novak & Powell Financial Services, Inc. 2026 Q1 5/14/2026
Syncona Portfolio Ltd 2026 Q1 5/14/2026
Grantham, Mayo, Van Otterloo & Co. LLC 2026 Q1 5/14/2026
HCEP Management Ltd 2026 Q1 5/14/2026
Working Capital Advisors (UK) Ltd. 2026 Q1 5/14/2026
Mizuho Bank, Ltd. 2026 Q1 5/14/2026
INTEGRITY WEALTH ADVISORS, INC. 2026 Q1 5/14/2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. 2026 Q1 5/14/2026
Gemsstock Ltd. 2026 Q1 5/14/2026
CDAM (UK) Ltd 2026 Q1 5/14/2026
MY.Alpha Management HK Advisors Ltd 2026 Q1 5/14/2026
Campion Asset Management 2026 Q1 5/14/2026
LORD, ABBETT & CO. LLC 2026 Q1 5/14/2026
DC Investments Management, LLC 2026 Q1 5/14/2026
DC Funds, LP 2026 Q1 5/14/2026
Strategy Capital LLC 2026 Q1 5/14/2026
1922 Investment Co LLC 2026 Q1 5/14/2026
NetEase, Inc. 2026 Q1 5/14/2026
Nan Shan Life Insurance Co., Ltd. 2026 Q1 5/14/2026
First International Bank of Israel Ltd. 2026 Q1 5/14/2026
LHM, INC. 2026 Q1 5/14/2026
Polymer Capital Management (HK) LTD 2026 Q1 5/14/2026
MITSUI SUMITOMO INSURANCE CO LTD 2026 Q1 5/14/2026
Triata Capital Ltd 2026 Q1 5/14/2026
Rhenman & Partners Asset Management AB 2026 Q1 5/14/2026
MEDICI CAPITAL LLC 2026 Q1 5/13/2026
PERISCOPE CAPITAL INC. 2026 Q1 5/13/2026
IF Advisors, LLC 2026 Q1 5/13/2026
PLATINUM INVESTMENT MANAGEMENT LTD 2026 Q1 5/13/2026
Brentview Investment Management LLC 2026 Q1 5/13/2026
Deuterium Capital Management, LLC 2026 Q1 5/13/2026
Riverview Capital Advisers, LLC 2026 Q1 5/13/2026
Jacobi Capital Management LLC 2026 Q1 5/13/2026
Sloy Dahl & Holst, LLC 2026 Q1 5/13/2026
Leo H. Evart, Inc. 2026 Q1 - RESTATEMENT 5/13/2026
STANCE CAPITAL LLC 2026 Q1 5/13/2026
SSI INVESTMENT MANAGEMENT LLC 2026 Q1 5/13/2026
MARATHON CAPITAL MANAGEMENT 2026 Q1 5/13/2026
Aspirean Wealth, LLC 2026 Q1 5/13/2026
WAFRA INC. 2026 Q1 5/13/2026
Stamos Capital Partners, L.P. 2026 Q1 5/13/2026
Insight Wealth Partners, LLC 2026 Q1 5/13/2026
AOZORA BANK, LTD. 2026 Q1 5/13/2026
Horiko Capital Management LLC 2026 Q1 5/13/2026
SPRENG CAPITAL MANAGEMENT, INC. 2026 Q1 5/13/2026
Pembroke Management, LTD 2026 Q1 5/13/2026
IronBridge Private Wealth, LLC 2026 Q1 5/13/2026
Signet Investment Advisory Group, Inc. 2026 Q1 5/13/2026
BANK OF KOREA 2026 Q1 5/13/2026
Seven Post Investment Office LP 2026 Q1 5/13/2026
Vermillion & White Wealth Management Group, LLC 2026 Q1 5/13/2026
PEAK6 LLC 2026 Q1 5/13/2026
Harvest Fund Management Co., Ltd 2026 Q1 5/13/2026
Charles-Lim Capital Ltd 2026 Q1 5/13/2026
Institute for Wealth Management, LLC. 2026 Q1 5/13/2026
Laurore Ltd 2026 Q1 5/13/2026
Taylor Financial Group, Inc. 2026 Q1 5/13/2026
Ballast Financial Advisors LLC 2026 Q1 5/13/2026
PRUDENTIAL PLC 2026 Q1 5/13/2026
Discovery Value Fund 2026 Q1 5/13/2026
Vinva Investment Management Ltd 2026 Q1 5/13/2026
Trace Wealth Advisors, LLC 2026 Q1 5/13/2026
Sterling Wealth Management, Inc. 2026 Q1 5/13/2026
VMS Asset Management Limited 2026 Q1 5/13/2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2026 Q1 5/13/2026
Gross & Hartman Investments LLC 2025 Q4 5/13/2026
William Allan Corp 2026 Q1 5/13/2026