Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2025 Q4 2/13/2026
SATOVSKY ASSET MANAGEMENT LLC 2025 Q4 2/13/2026
Luminist Capital LLC 2025 Q4 2/13/2026
Watchtower Advisors, LP 2025 Q4 2/13/2026
MAGNOLIA CAPITAL ADVISORS LLC 2025 Q4 2/13/2026
SoftVest Advisors, LLC 2025 Q4 2/13/2026
SQUARE PEG CAPITAL PTY LTD 2025 Q4 2/13/2026
Fourth Sail Capital LP 2025 Q4 2/13/2026
Menard Financial Group LLC 2025 Q4 2/13/2026
Recurrent Investment Advisors LLC 2025 Q4 2/13/2026
Visionary Wealth Advisors 2025 Q4 2/13/2026
Element Wealth, LLC 2025 Q4 2/13/2026
360 Financial, Inc. 2025 Q4 - RESTATEMENT 2/13/2026
Fortis Capital Management LLC 2025 Q4 2/13/2026
TOBIAS FINANCIAL ADVISORS, INC. 2025 Q4 2/13/2026
Blue Whale Capital LLP 2025 Q4 2/13/2026
11 Capital Partners LP 2025 Q4 2/13/2026
Arkadios Wealth Advisors 2025 Q4 2/13/2026
Bornite Capital Management LP 2025 Q4 2/13/2026
Blacksheep Fund Management Ltd 2025 Q4 2/13/2026
PYA Waltman Capital, LLC 2025 Q4 2/13/2026
KPS Global Asset Management UK Ltd 2025 Q4 2/13/2026
LRT Capital Management, LLC 2025 Q4 2/13/2026
KIZE CAPITAL LP 2025 Q4 2/13/2026
Capital Square, LLC 2025 Q4 2/13/2026
Hyperion Capital Advisors LP 2025 Q4 2/13/2026
WEALTH ALLIANCE, LLC 2025 Q4 2/13/2026
Venture Visionary Partners LLC 2025 Q4 2/13/2026
Avidity Partners Management LP 2025 Q4 2/13/2026
Williams Jones Wealth Management, LLC. 2025 Q4 2/13/2026
BWCP, LP 2025 Q4 2/13/2026
Wolf Hill Capital Management, LP 2025 Q4 2/13/2026
Index Venture Growth Associates III Ltd 2025 Q4 2/13/2026
Marcho Partners LLP 2025 Q4 2/13/2026
Nan Fung Group Holdings Ltd 2025 Q4 2/13/2026
Meridian Wealth Partners, LLC 2025 Q4 2/13/2026
Bleichroeder LP 2025 Q4 2/13/2026
Osmosis Investment Management UK Ltd 2025 Q4 2/13/2026
IEQ CAPITAL, LLC 2025 Q4 2/13/2026
Wishbone Management, LP 2025 Q4 2/13/2026
MONOGRAPH WEALTH ADVISORS, LLC 2025 Q4 2/13/2026
Charles Schwab Trust Bank 2025 Q4 2/13/2026
Golden State Wealth Management, LLC 2025 Q4 2/13/2026
NICOLET ADVISORY SERVICES, LLC 2025 Q4 2/13/2026
MILFORD FUNDS LTD 2025 Q4 2/13/2026
Cornerstone Advisors, LLC 2025 Q4 2/13/2026
Jupiter Wealth Management LLC 2025 Q4 2/13/2026
Conifer Management, L.L.C. 2025 Q4 2/13/2026
Affinity Asset Advisors, LLC 2025 Q4 2/13/2026
Y-Intercept (Hong Kong) Ltd 2025 Q4 2/13/2026
Crossingbridge Advisors, LLC 2025 Q4 2/13/2026
Arkos Global Advisors 2025 Q4 2/13/2026
Aspex Management (HK) Ltd 2025 Q4 2/13/2026
Cape Ann Asset Management Ltd 2025 Q4 2/13/2026
OSTRUM ASSET MANAGEMENT 2025 Q4 2/13/2026
MIROVA 2025 Q4 2/13/2026
THOMIST CAPITAL MANAGEMENT, LP 2025 Q4 2/13/2026
Fourthstone LLC 2025 Q4 2/13/2026
Noked Israel Ltd 2025 Q4 2/13/2026
H&F Corporate Investors IX, Ltd. 2025 Q4 2/13/2026
H&F Corporate Investors VIII, Ltd. 2025 Q4 2/13/2026
OSSIAM 2025 Q4 2/13/2026
Artemis Wealth Advisors, LLC 2025 Q4 2/13/2026
Bayview Asset Management, LLC 2025 Q4 2/13/2026
Vanguard Personalized Indexing Management, LLC 2025 Q4 2/13/2026
GARRISON POINT ADVISORS, LLC 2025 Q4 2/13/2026
ShawSpring Partners LLC 2025 Q4 2/13/2026
Geo Capital Gestora de Recursos Ltd 2025 Q4 2/13/2026
Sargent Investment Group, LLC 2025 Q4 2/13/2026
Summit Financial, LLC 2025 Q4 2/13/2026
Vision Capital Corp 2025 Q4 2/13/2026
ELEMENT POINTE ADVISORS, LLC 2025 Q4 2/13/2026
Total Wealth Planning, LLC 2025 Q4 2/13/2026
Horiko Capital Management LLC 2025 Q4 2/13/2026
Treasurer of the State of North Carolina 2025 Q4 2/13/2026
Coalescence Partners Investment Management, LP 2025 Q4 2/13/2026
KilterHowling LLC 2025 Q4 2/13/2026
Walleye Capital LLC 2025 Q4 2/13/2026
H Capital V GP, L.P. 2025 Q4 2/13/2026
Clarity Asset Management, Inc. 2025 Q4 2/13/2026
Independent Family Office, LLC 2025 Q4 2/13/2026
Index Venture Associates VI Ltd 2025 Q4 2/13/2026
DeepCurrents Investment Group LLC 2025 Q4 2/13/2026
Analog Century Management LP 2025 Q4 2/13/2026
United Capital Management of KS, Inc. 2025 Q4 2/13/2026
MorganRosel Wealth Management, LLC 2025 Q4 2/13/2026
DNCA FINANCE 2025 Q4 2/13/2026
B&D White Capital Company, LLC 2025 Q4 2/13/2026
Truvestments Capital LLC 2025 Q4 2/13/2026
Infusive Asset Management Inc. 2025 Q4 2/13/2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2025 Q4 2/13/2026
North Peak Capital Management, LLC 2025 Q4 2/13/2026
North Growth Management Ltd. 2025 Q4 2/13/2026
FORA Capital, LLC 2025 Q4 2/13/2026
Financial Gravity Asset Management, Inc. 2025 Q4 2/13/2026
Callodine Capital Management, LP 2025 Q4 2/13/2026
AIGEN INVESTMENT MANAGEMENT, LP 2025 Q4 2/13/2026
Greenhaven Road Investment Management, L.P. 2025 Q4 2/13/2026
CreativeOne Wealth, LLC 2025 Q4 2/13/2026
Silvant Capital Management LLC 2025 Q4 2/13/2026