Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
First Pacific Advisors, LP 2026 Q1 5/13/2026
Cynosure Group, LLC 2026 Q1 5/13/2026
Allie Family Office LLC 2026 Q1 5/13/2026
Aviso Financial Inc. 2026 Q1 5/13/2026
Douglass Winthrop Advisors, LLC 2026 Q1 5/13/2026
Northwest & Ethical Investments L.P. 2026 Q1 5/13/2026
IAT REINSURANCE CO LTD. 2026 Q1 5/13/2026
AFBI LP 2026 Q1 5/13/2026
DEEPWATER ASSET MANAGEMENT, LLC 2026 Q1 5/13/2026
Pioneer Family Office, LLC 2025 Q4 5/13/2026
Sciencast Management LP 2026 Q1 5/13/2026
Pioneer Family Office, LLC 2026 Q1 5/13/2026
LM Advisors LLC 2026 Q1 5/13/2026
Liberty 77 Capital L.P. 2026 Q1 5/13/2026
Heritage Wealth Advisors 2026 Q1 5/13/2026
RiverGlades Family Offices LLC 2026 Q1 5/13/2026
MAIRS & POWER INC 2026 Q1 5/13/2026
FIDUCIARY FAMILY OFFICE, LLC 2026 Q1 5/13/2026
Allred Capital Management, LLC 2026 Q1 5/13/2026
Redwood Family Wealth LLC 2026 Q1 5/13/2026
Financial Synergies Wealth Advisors, Inc. 2026 Q1 5/13/2026
GEORGE KAISER FAMILY FOUNDATION 2026 Q1 5/13/2026
Garden State Investment Advisory Services LLC 2026 Q1 5/13/2026
ShoreHaven Wealth Partners, LLC 2026 Q1 5/13/2026
Lighthouse Financial LLC 2026 Q1 5/13/2026
Anson Capital, Inc. 2026 Q1 5/13/2026
MARTIN & CO INC /TN/ 2026 Q1 5/13/2026
Hidden Lake Asset Management LP 2026 Q1 5/13/2026
Bienville Capital Management, LLC 2026 Q1 5/13/2026
Trajan Wealth LLC 2026 Q1 5/13/2026
FJ Investments, LLC 2026 Q1 5/13/2026
Kerusso Capital Management LLC 2026 Q1 5/13/2026
Call To Action Foundation 2026 Q1 5/13/2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 2026 Q1 5/13/2026
University of Illinois Foundation 2026 Q1 5/13/2026
United American Securities Inc. (d/b/a UAS Asset Management) 2026 Q1 5/13/2026
Capital Wealth Alliance, LLC 2026 Q1 5/13/2026
GKV Capital Management Co., Inc. 2026 Q1 5/13/2026
Carrhae Capital LLP 2026 Q1 5/13/2026
Veritas Asset Management LLP 2026 Q1 5/13/2026
Cambridge Financial Group, Inc. 2026 Q1 5/13/2026
Polymer Capital Management (US) LLC 2026 Q1 5/13/2026
Channing Capital Management, LLC 2026 Q1 5/13/2026
Federation des caisses Desjardins du Quebec 2026 Q1 5/13/2026
Frec Markets, Inc. 2026 Q1 5/13/2026
Ankerstar Wealth, LLC 2026 Q1 5/13/2026
Cove Private Wealth, LLC 2026 Q1 5/13/2026
Cravens & Co Advisors, LLC 2026 Q1 5/13/2026
Owl Creek Wealth Partners LLC 2026 Q1 5/13/2026
STEELHEAD PARTNERS LLC 2026 Q1 5/13/2026
Lavaca Capital LLC 2026 Q1 5/13/2026
Mizuho Markets Cayman LP 2026 Q1 5/13/2026
Bowie Capital Management, LLC 2026 Q1 5/13/2026
Alpha Family Trust 2026 Q1 5/13/2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2026 Q1 5/13/2026
RHODES INVESTMENT ADVISORS INC /ADV 2025 Q4 5/13/2026
KCM Capital Inc 2026 Q1 5/13/2026
Prestige Wealth Management Group LLC 2026 Q1 5/13/2026
Dynamic Wealth Strategies, LLC 2026 Q1 5/13/2026
Aureus Asset Management, LLC 2026 Q1 5/13/2026
Kore Advisors LP 2026 Q1 5/13/2026
Clearwater Capital Advisors, LLC 2026 Q1 5/13/2026
Bratton Capital Management, L.P. 2026 Q1 5/13/2026
Quantum Capital Management, LLC / NJ 2026 Q1 5/13/2026
Silversmith Partners I GP, LLC 2026 Q1 5/13/2026
LEVIN CAPITAL STRATEGIES, L.P. 2026 Q1 5/13/2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2026 Q1 5/13/2026
Roger Wittlin Investment Advisory, LLC 2026 Q1 5/13/2026
THIRD AVENUE MANAGEMENT LLC 2026 Q1 5/13/2026
Parkside Financial Bank & Trust 2026 Q1 5/13/2026
DEVON ENERGY CORP/DE 2026 Q1 5/13/2026
KENNEDY CAPITAL MANAGEMENT LLC 2026 Q1 5/13/2026
Carter Financial, LLC 2026 Q1 5/13/2026
AR ASSET MANAGEMENT INC 2026 Q1 5/13/2026
CRCM LP 2026 Q1 5/13/2026
Stone Ridge Holdings Group LP 2026 Q1 5/13/2026
KVP Capital Advisors, LP 2026 Q1 5/13/2026
Wahed Invest LLC 2026 Q1 5/13/2026
17 CAPITAL PARTNERS, LLC 2026 Q1 5/13/2026
Williamson Legacy Group, LLC 2026 Q1 5/13/2026
Provident Investment Management, Inc. 2026 Q1 5/13/2026
Prosperity Financial Group, Inc. 2026 Q1 5/13/2026
Strategic Value Partners, LLC 2026 Q1 5/13/2026
LENNAR CORP /NEW/ 2026 Q1 5/13/2026
Oak Grove Capital LLC 2026 Q1 5/13/2026
PFC CAPITAL GROUP, INC. 2026 Q1 5/13/2026
Northern Capital Management, Inc. 2026 Q1 5/13/2026
NWM ADVISORS, LLC 2026 Q1 5/13/2026
EJF Capital LP 2026 Q1 5/13/2026
Peck Wealth Management, LLC 2025 Q4 5/13/2026
Endurance Services Ltd 2026 Q1 5/13/2026
AmeriServ Wealth Advisors 2026 Q1 5/13/2026
Hardman Johnston Global Advisors LLC 2026 Q1 5/13/2026
Mariner, LLC 2026 Q1 5/13/2026
Orchard Capital Management, LLC 2026 Q1 5/13/2026
Peck Wealth Management, LLC 2026 Q1 5/13/2026
Cosmic Management, LLC 2026 Q1 5/13/2026
JOHNSON & JOHNSON 2026 Q1 5/13/2026
SOUTH PLAINS FINANCIAL, INC. 2026 Q1 5/13/2026
Khan Imran 2026 Q1 5/13/2026