Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Regency Capital Management Inc.\DE 2026 Q2 8/12/2026
Tetragon Partners GP Ltd 2026 Q2 8/12/2026
FSA Advisors, Inc. 2026 Q2 8/12/2026
Tikvah Management LLC 2026 Q2 8/12/2026
Fairfield University 2026 Q2 8/12/2026
Allie Family Office LLC 2026 Q2 8/12/2026
Advance Capital Management, Inc. 2026 Q2 8/12/2026
KDK Private Wealth Management, LLC 2026 Q2 8/12/2026
Sharp Capital Gestora de Recursos Ltda. 2026 Q2 8/12/2026
Downshift Financial, LLC 2026 Q2 8/12/2026
Broadview Financial Management, LLC 2026 Q2 8/12/2026
Sherwood Financial Partners, LLC 2026 Q2 8/12/2026
Headlands Technologies LLC 2026 Q2 8/12/2026
BNP Paribas Asset Management Holding S.A. 2026 Q2 8/12/2026
Investments & Financial Planning, LLC 2026 Q2 8/12/2026
Scheer, Rowlett & Associates Investment Management Ltd. 2026 Q2 8/12/2026
NS Partners Ltd 2026 Q2 8/12/2026
Dempze Nancy E 2026 Q2 8/12/2026
Global Alpha Capital Management Ltd. 2026 Q2 8/12/2026
Fortis Capital Management LLC 2026 Q2 8/12/2026
Index Fund Advisors, Inc. 2026 Q2 8/12/2026
YCG, LLC 2026 Q2 8/12/2026
HFG Wealth Management, LLC 2026 Q2 8/12/2026
Elefante Mark B 2026 Q2 8/12/2026
Burk Holdings LLC 2026 Q2 8/12/2026
Mission Financial Group, LLC 2026 Q2 8/12/2026
Magellan Asset Management Ltd 2026 Q2 8/12/2026
Te Ahumairangi Investment Management Ltd 2026 Q2 8/12/2026
Arete Wealth Advisors, LLC 2026 Q2 - RESTATEMENT 8/12/2026
Forefront Analytics, LLC 2026 Q2 8/12/2026
DLD Asset Management, LP 2026 Q2 8/12/2026
Clarion Wealth Managment Partners, LLC 2026 Q2 8/12/2026
Meiji Yasuda Asset Management Co Ltd. 2026 Q2 8/12/2026
Capital Square, LLC 2026 Q2 8/12/2026
PEAK6 LLC 2026 Q2 8/12/2026
Connor, Clark & Lunn Investment Management Ltd. 2026 Q2 8/12/2026
Charles-Lim Capital Ltd 2026 Q2 8/12/2026
Athos Capital Ltd 2026 Q2 8/12/2026
E20 Capital Ltd 2026 Q2 8/12/2026
Alpha Advisors, LLC/VA 2026 Q2 8/12/2026
Polymer Capital Management (HK) LTD 2026 Q2 8/12/2026
WEBER CAPITAL MANAGEMENT LLC /ADV 2026 Q2 8/12/2026
JERICHO FINANCIAL, LLP 2026 Q2 8/12/2026
Solstein Capital, LLC 2026 Q2 8/12/2026
Two Seas Capital LP 2026 Q2 8/12/2026
Twin Tree Management, LP 2026 Q2 8/12/2026
Longitude (Cayman) Ltd. 2026 Q2 8/12/2026
Nitor Capital Management LLC 2026 Q2 8/12/2026
Berry Wealth Group, LP 2026 Q2 8/12/2026
MATTERS CAPITAL LLC 2026 Q2 8/12/2026
Tree Line Advisors (Hong Kong) Ltd. 2026 Q2 8/12/2026
Kiltearn Partners LLP 2026 Q2 8/12/2026
Nixon Capital, LLC 2026 Q2 8/12/2026
LM Advisors LLC 2026 Q2 8/12/2026
True Freedom Investing, LLC 2026 Q2 8/12/2026
Benchmark Investment Advisors LLC 2026 Q2 8/12/2026
Aquamarine Financial (Cayman) Ltd 2026 Q2 8/12/2026
Promethos Capital, LLC 2026 Q2 8/12/2026
Davis Asset Management, L.P. 2026 Q2 8/12/2026
S&G Foundation 2026 Q2 8/12/2026
Clear Harbor Asset Management, LLC 2026 Q2 8/12/2026
Haverford Trust Co 2026 Q2 8/12/2026
VISTA INVESTMENT MANAGEMENT 2026 Q2 8/12/2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2026 Q2 8/12/2026
Versant Venture Management, LLC 2026 Q2 8/12/2026
Kendall Capital Management 2026 Q2 8/12/2026
Accel Leaders 4 Associates L.P. 2026 Q2 8/12/2026
BANK OF NOVA SCOTIA 2026 Q2 8/12/2026
First Nebraska Trust Co 2026 Q2 8/12/2026
Vesey Street Capital Partners, L.L.C. 2026 Q2 8/12/2026
Accel XI Associates L.L.C. 2026 Q2 8/12/2026
Stiles Financial Services Inc 2026 Q2 8/12/2026
MKA Charitable Fund 2026 Q2 8/12/2026
Daiichi Life Insurance Co., Ltd. 2026 Q2 8/12/2026
Kensington Asset Management, LLC 2026 Q2 8/12/2026
TRIAN FUND MANAGEMENT, L.P. 2026 Q2 8/12/2026
NYL Investors LLC 2026 Q2 8/12/2026
Alta Advisers Ltd 2026 Q2 8/12/2026
Daiichi Life International Holdings LLC 2026 Q2 8/12/2026
Accel Leaders 3 Associates L.P. 2026 Q2 8/12/2026
Greenland Capital Management LP 2026 Q2 8/12/2026
ELEVATION POINT WEALTH PARTNERS, LLC 2026 Q2 8/12/2026
COMPASS FINANCIAL MANAGEMENT LLC 2026 Q2 8/12/2026
Accel Growth Fund V Associates L.L.C. 2026 Q2 8/12/2026
Hudson Portfolio Management LLC 2026 Q2 8/12/2026
WELCH CAPITAL PARTNERS LLC/NY 2026 Q2 8/12/2026
SR ONE CAPITAL MANAGEMENT, LP 2026 Q2 8/12/2026
Strategic Wealth Partners, Ltd. 2026 Q2 8/12/2026
GQG Partners LLC 2026 Q2 8/12/2026
NEW YORK LIFE INSURANCE CO 2026 Q2 8/12/2026
PINNBROOK CAPITAL MANAGEMENT LP 2026 Q2 8/12/2026
COMMERCE BANK 2026 Q2 8/12/2026
Foyston, Gordon & Payne Inc 2026 Q2 8/12/2026
TRUSTMARK BANK TRUST DEPARTMENT 2026 Q2 8/12/2026
Battery Global Advisors, LLC 2026 Q2 8/12/2026
Warm Springs Advisors Inc. 2026 Q2 8/12/2026
GuideStone Capital Management, LLC 2026 Q2 8/12/2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2026 Q2 8/12/2026
Gigafund Management Company, LLC 2026 Q2 8/12/2026
Briar Hall Management LLC 2026 Q2 8/12/2026