Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Intrepid Financial Planning Group LLC 2026 Q2 8/12/2026
PENINSULA ASSET MANAGEMENT INC 2026 Q2 8/12/2026
Militia Capital Management LLC 2026 Q2 8/12/2026
TenCore Partners, LP 2026 Q2 8/12/2026
CNO Financial Group, Inc. 2026 Q2 8/12/2026
Curran Financial Partners, LLC 2026 Q2 8/12/2026
Henshaw Capital LLC 2026 Q2 8/12/2026
Integrated Wealth Concepts LLC 2026 Q2 8/12/2026
Broadhurst Jeffrey B 2026 Q2 8/12/2026
Semanteon Capital Management, LP 2026 Q2 8/12/2026
American Investment Services, Inc. 2026 Q2 8/12/2026
MONETARY MANAGEMENT GROUP INC 2026 Q2 8/12/2026
Wealthspire Retirement, LLC 2026 Q2 8/12/2026
Optiver Holding B.V. 2026 Q2 8/12/2026
Empower Annuity Insurance Co 2026 Q2 8/12/2026
MUFG SECURITIES (CANADA), LTD. 2026 Q2 8/12/2026
Alta Fundamental Advisers LLC 2026 Q2 8/12/2026
Oppenheimer & Close, LLC 2026 Q2 8/12/2026
TOBIAS FINANCIAL ADVISORS, INC. 2026 Q2 8/12/2026
iSAM Funds (UK) Ltd 2026 Q2 8/12/2026
EnCap Investments L.P. 2026 Q2 8/12/2026
PLANNING ALTERNATIVES LTD /ADV 2026 Q2 8/12/2026
Measured Risk Portfolios, Inc. 2026 Q2 8/12/2026
HANOVER ADVISORS INC 2026 Q2 8/12/2026
FSB PREMIER WEALTH MANAGEMENT, INC. 2026 Q2 8/12/2026
University of Illinois Foundation 2026 Q2 8/12/2026
Summit Financial, LLC 2026 Q2 8/12/2026
AGAVE CAPITAL MANAGEMENT Ltd 2026 Q2 8/12/2026
WESTFIELD CAPITAL MANAGEMENT CO LP 2026 Q2 8/12/2026
PRUDENTIAL FINANCIAL INC 2026 Q2 8/12/2026
OEP CAPITAL ADVISORS, L.P. 2026 Q2 8/12/2026
Cliffwater LLC 2026 Q2 8/12/2026
BNB Wealth Management, LLC 2026 Q2 8/12/2026
Round Hill Asset Management 2026 Q2 8/12/2026
Advisory Services Network, LLC 2026 Q2 8/12/2026
Compass Ion Advisors, LLC 2026 Q2 8/12/2026
SYKON CAPITAL LLC 2026 Q2 8/12/2026
Lynx1 Capital Management LP 2026 Q2 8/12/2026
Boxwood Ventures, Inc. 2026 Q2 8/12/2026
AMERICAN FINANCIAL GROUP INC 2026 Q2 8/12/2026
AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN 2026 Q2 8/12/2026
Minerva Advisors LLC 2026 Q2 8/12/2026
Hill Investment Group Partners, LLC 2026 Q2 8/12/2026
Accent Capital Management, LLC 2026 Q2 8/12/2026
Graticule Asia Macro Advisors LLC 2026 Q2 8/12/2026
LYNX CAPITAL GROUP LTD /ADV 2026 Q1 8/12/2026
LYNX CAPITAL GROUP LTD /ADV 2026 Q2 8/12/2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2026 Q2 8/12/2026
Empower Advisory Group, LLC 2026 Q2 8/12/2026
HighMark Wealth Management LLC 2026 Q2 8/12/2026
Pacific Ridge Capital Partners, LLC 2026 Q2 8/12/2026
CAPITAL COUNSEL LLC/NY 2026 Q2 8/12/2026
Baer Investment Advisory LLC 2026 Q2 8/12/2026
Future Fund LLC 2026 Q2 8/12/2026
US BANCORP \DE\ 2026 Q2 8/12/2026
Montgomery Financial Services LLC 2026 Q2 8/12/2026
PETTYJOHN, WOOD & WHITE, INC 2026 Q2 8/12/2026
L & S Advisors Inc 2026 Q2 8/12/2026
SMITH, MOORE & CO. 2026 Q2 8/12/2026
Pandi, LLC 2026 Q2 8/12/2026
SHUFRO ROSE & CO LLC 2026 Q2 8/12/2026
J. H. Whitney Equity Partners VI, LLC 2026 Q2 8/12/2026
GARDNER LEWIS ASSET MANAGEMENT L P 2026 Q2 8/12/2026
Nutshell Asset Management Ltd 2026 Q2 8/12/2026
Krane Financial Solutions LLC 2026 Q2 8/12/2026
Aufman Associates Inc 2026 Q2 8/12/2026
Orchard Capital Management, LLC 2026 Q2 8/12/2026
Madison Wealth Partners, Inc 2026 Q2 8/12/2026
New Dimensions Wealth Management, LLC 2026 Q2 8/12/2026
W1M Asset Management Ltd 2026 Q2 8/12/2026
Chou Associates Management Inc. 2026 Q2 8/12/2026
Farringdon Capital, Ltd. 2026 Q2 8/12/2026
WealthShield Partners, LLC 2026 Q2 8/12/2026
Pacifica Capital Investments, LLC 2026 Q2 8/12/2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2026 Q2 8/12/2026
XXEC, Inc. 2026 Q2 8/12/2026
Santa Clara Valley Transportation Authority 2026 Q2 8/12/2026
X-Square Capital, LLC 2026 Q2 8/12/2026
Varma Mutual Pension Insurance Co 2026 Q2 8/12/2026
De Lisle Partners LLP 2026 Q2 8/12/2026
Forum Private Client Group LLC 2026 Q2 8/12/2026
Capital CS Group, LLC 2026 Q2 8/12/2026
GEORGE KAISER FAMILY FOUNDATION 2026 Q2 8/12/2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2026 Q2 8/12/2026
VOYA INVESTMENT MANAGEMENT LLC 2026 Q2 8/12/2026
Resolute Wealth Strategies, LLC 2026 Q2 8/12/2026
Carlson Capital, L.P. 2026 Q2 8/12/2026
CONDOR CAPITAL MANAGEMENT 2026 Q2 8/12/2026
AMERICAN CENTURY COMPANIES INC 2026 Q2 8/12/2026
Marathon Trading Investment Management LLC 2026 Q2 8/12/2026
ATALANTA SOSNOFF CAPITAL, LLC 2026 Q2 8/12/2026
Quantbot Technologies LP 2026 Q2 8/12/2026
MFN Partners Management, LP 2026 Q2 8/12/2026
CFO4Life Group, LLC 2026 Q2 8/12/2026
ACADEMY CAPITAL MANAGEMENT 2026 Q2 8/12/2026
Cadence Wealth Management LLC 2026 Q2 8/12/2026
Elk River Wealth Management LLC 2026 Q2 8/12/2026
GUERRA PAN ADVISORS, LLC 2026 Q2 8/12/2026
RD Lewis Holdings, Inc. 2026 Q2 8/12/2026
JPMORGAN CHASE & CO 2026 Q2 8/12/2026