Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Jaffetilchin Investment Partners, LLC 2026 Q1 5/13/2026
Cetera Investment Advisers 2026 Q1 5/13/2026
Mercato Management Legacy, LLC 2026 Q1 5/13/2026
Merck & Co., Inc. 2026 Q1 5/13/2026
New England Professional Planning Group Inc. 2026 Q1 5/13/2026
Monashee Investment Management LLC 2026 Q1 5/13/2026
State of Wyoming 2026 Q1 5/13/2026
DLD Asset Management, LP 2026 Q1 5/13/2026
Decatur Capital Management, Inc. 2026 Q1 5/13/2026
GLOBEFLEX CAPITAL L P 2026 Q1 5/13/2026
Walleye Capital LLC 2026 Q1 - RESTATEMENT 5/13/2026
MONOGRAPH WEALTH ADVISORS, LLC 2026 Q1 5/13/2026
B&D White Capital Company, LLC 2026 Q1 5/13/2026
Forefront Analytics, LLC 2026 Q1 5/13/2026
Lido Advisors, LLC 2026 Q1 5/13/2026
Ascension Capital Advisors, Inc. 2026 Q1 5/13/2026
Sycale Advisors (NY) LLC 2026 Q1 5/13/2026
Harspring Capital Management, LLC 2026 Q1 5/13/2026
DAVIS R M INC 2026 Q1 5/13/2026
Alamar Capital Management, LLC 2026 Q1 5/13/2026
V3 Holding Ltd 2026 Q1 5/13/2026
DOW CHEMICAL CO /DE/ 2026 Q1 5/13/2026
GROUP ONE TRADING LLC 2026 Q1 5/13/2026
MWA Asset Management 2026 Q1 - RESTATEMENT 5/13/2026
KEYNOTE FINANCIAL SERVICES LLC 2026 Q1 5/13/2026
Vodafone Ventures Ltd 2026 Q1 5/13/2026
SEI INVESTMENTS CO 2026 Q1 5/13/2026
American Financial Advisors, LLC 2026 Q1 5/13/2026
CROSSPOINT FINANCIAL, LLC 2026 Q1 5/13/2026
Gibbs Wealth Management 2026 Q1 5/13/2026
Peck Wealth Management, LLC 2025 Q3 5/13/2026
SYSTEMATIC FINANCIAL MANAGEMENT LP 2026 Q1 5/13/2026
Bandera Partners LLC 2026 Q1 5/13/2026
Dickmeyer Boyce Financial Management, Inc. 2026 Q1 5/13/2026
Senator Investment Group LP 2026 Q1 5/13/2026
Somerset Group LLC 2026 Q1 5/13/2026
Trigran Investments, Inc. 2026 Q1 5/13/2026
Bell & Brown Wealth Advisors, LLC 2025 Q4 - RESTATEMENT 5/13/2026
First Trust Bank, Ltd. 2026 Q1 5/13/2026
CONSULTIVA WEALTH MANAGEMENT, CORP. 2026 Q1 5/13/2026
TradeLink Capital LLC 2026 Q1 5/13/2026
Crescent Park Management, L.P. 2026 Q1 5/13/2026
SkyKnight Capital, L.P. 2026 Q1 5/13/2026
HIGHLAND PEAK CAPITAL, LLC 2026 Q1 5/13/2026
CALTON & ASSOCIATES, INC. 2026 Q1 5/13/2026
American Investment Services, Inc. 2026 Q1 5/13/2026
Wealthspire Retirement, LLC 2026 Q1 5/13/2026
AGAVE CAPITAL MANAGEMENT Ltd 2026 Q1 5/13/2026
Yorkville Advisors Global, LP 2026 Q1 5/13/2026
Coronation Fund Managers Ltd. 2026 Q1 5/13/2026
AEGIS FINANCIAL CORP 2026 Q1 5/13/2026
Parker Investment Management, LLC 2026 Q1 5/13/2026
Envision Financial Transparency, LLC 2026 Q1 5/13/2026
ICON ADVISERS INC/CO 2026 Q1 5/13/2026
GSG Advisors LLC 2026 Q1 5/13/2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2026 Q1 5/13/2026
May Barnhard Investments LLC 2026 Q1 5/13/2026
TRUSTCO BANK CORP N Y 2026 Q1 5/13/2026
Sagewood Asset Management LP 2026 Q1 5/13/2026
Heron Bay Capital Management 2026 Q1 5/13/2026
McMill Wealth Management 2026 Q1 5/13/2026
NASPERS LTD 2026 Q1 5/13/2026
MARTINGALE ASSET MANAGEMENT L P 2026 Q1 5/13/2026
Wilkinson Global Asset Management LLC 2026 Q1 5/13/2026
SYON CAPITAL LLC 2026 Q1 5/13/2026
Mach-1 Financial Group, LLC 2026 Q1 5/13/2026
Private Wealth Advisors, LLC 2026 Q1 5/13/2026
Ameritas Investment Partners, Inc. 2026 Q1 5/13/2026
Visionary Wealth Advisors 2026 Q1 5/13/2026
Bradley & Co. Private Wealth Management, LLC 2026 Q1 5/13/2026
Headlands Technologies LLC 2026 Q1 5/13/2026
Old North State Trust, LLC 2026 Q1 5/13/2026
Lantern Wealth Advisors, LLC 2026 Q1 5/13/2026
McDonough Capital Management, Inc 2026 Q1 5/13/2026
Latash Investments, LLC 2026 Q1 5/13/2026
INDUS CAPITAL PARTNERS, LLC 2026 Q1 5/13/2026
South Street Advisors LLC 2026 Q1 5/13/2026
NFJ INVESTMENT GROUP, LLC 2026 Q1 5/13/2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA 2026 Q1 5/13/2026
TLS Advisors LLC 2026 Q1 5/13/2026
Intrepid Financial Planning Group LLC 2026 Q1 5/13/2026
Focus Partners Advisor Solutions, LLC 2026 Q1 5/13/2026
PKS Advisory Services, LLC 2026 Q1 5/13/2026
iSAM Funds (UK) Ltd 2026 Q1 5/13/2026
LINCLUDEN MANAGEMENT LTD 2026 Q1 5/13/2026
GW&K Investment Management, LLC 2026 Q1 5/13/2026
Bluegrass Capital Partners LP 2026 Q1 5/13/2026
Sierra Legacy Group 2026 Q1 5/13/2026
COMGEST GLOBAL INVESTORS S.A.S. 2026 Q1 5/13/2026
Valor Management LLC 2026 Q1 5/13/2026
Hauser Brothers GmbH 2026 Q1 5/13/2026
Callan Family Office, LLC 2026 Q1 5/13/2026
Toronado Partners, LLC 2026 Q1 5/13/2026
Avestar Capital, LLC 2026 Q1 5/13/2026
CPWA, LLC 2026 Q1 5/13/2026
Integrated Quantitative Investments LLC 2026 Q1 5/13/2026
Kopernik Global Investors, LLC 2026 Q1 5/13/2026
Militia Capital Management LLC 2026 Q1 5/13/2026
SACHEM HILL LLC 2026 Q1 5/13/2026
Fairbanks Capital Management, Inc. 2026 Q1 5/13/2026