Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
GW&K Investment Management, LLC 2026 Q2 8/12/2026
Voya Financial Advisors, Inc. 2026 Q2 8/12/2026
MARTIN & CO INC /TN/ 2026 Q2 8/12/2026
EVOLVE PRIVATE WEALTH, LLC 2026 Q2 8/12/2026
Beutel, Goodman & Co Ltd. 2026 Q2 8/12/2026
FORTRESS FINANCIAL GROUP, LLC 2026 Q2 - RESTATEMENT 8/12/2026
Bragg Financial Advisors, Inc 2026 Q2 8/12/2026
Arini Capital Management Ltd 2026 Q2 8/12/2026
IPG Investment Advisors LLC 2026 Q2 8/12/2026
MainStreet Investment Advisors LLC 2026 Q2 8/12/2026
SIMPLEX TRADING, LLC 2026 Q2 8/12/2026
Greenbrier Partners Capital Management, LLC 2026 Q2 8/12/2026
Findlay Park Partners LLP 2026 Q2 8/12/2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 2026 Q2 8/12/2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2026 Q2 8/12/2026
Angel Oak Capital Advisors, LLC 2026 Q2 8/12/2026
AKO CAPITAL LLP 2026 Q2 8/12/2026
BAROMETER CAPITAL MANAGEMENT INC. 2026 Q2 8/12/2026
FourThought Financial Partners, LLC 2026 Q2 8/12/2026
ORLEANS CAPITAL MANAGEMENT CORP/LA 2026 Q2 8/12/2026
AXIOM INVESTORS LLC /DE 2026 Q2 8/12/2026
Glendon Capital Management LP 2026 Q2 8/12/2026
Stembrook Asset Management, LLC 2026 Q2 8/12/2026
SEEDS INVESTOR LLC 2026 Q2 8/12/2026
S&T BANK/PA 2026 Q2 8/12/2026
MASON STREET ADVISORS, LLC 2026 Q2 8/12/2026
LYRICAL ASSET MANAGEMENT LP 2026 Q2 8/12/2026
Constant Guidance Financial LLC 2026 Q2 8/12/2026
WEIK CAPITAL MANAGEMENT 2026 Q2 8/12/2026
TOWER BRIDGE ADVISORS 2026 Q2 8/12/2026
Barnett & Company, Inc. 2026 Q2 8/12/2026
McLaughlin Asset Management, Inc. 2026 Q2 8/12/2026
Greenfield Seitz Capital Management, LLC 2026 Q2 8/12/2026
CRCM LP 2026 Q2 8/12/2026
Draper Asset Management, LLC 2026 Q2 8/12/2026
Waterfall Asset Management, LLC 2026 Q2 8/12/2026
KCM Capital Inc 2026 Q2 8/12/2026
Ponta Wealth Partners, LLC 2026 Q2 8/12/2026
VanWeelden Wealth Management, LLC 2026 Q2 8/12/2026
Brio Consultants, LLC 2026 Q2 8/12/2026
Brand Asset Management Group, Inc. 2026 Q2 8/12/2026
MCF Advisors LLC 2026 Q2 8/12/2026
First International Bank of Israel Ltd. 2026 Q2 8/12/2026
BALLAST ADVISORS LLC 2026 Q2 8/12/2026
RED CEDAR INVESTMENT MANAGEMENT, LLC 2026 Q2 8/12/2026
BARINGTON COMPANIES MANAGEMENT, LLC 2026 Q2 8/12/2026
Altium Capital Management LLC 2026 Q2 8/12/2026
LYNX CAPITAL GROUP LTD /ADV 2025 Q4 8/12/2026
Advaya LLP 2026 Q2 8/12/2026
Intrinsic Edge Capital Management LLC 2026 Q2 8/12/2026
University of Maryland Foundation, Inc. 2026 Q2 8/12/2026
SevenBridge Financial Group, LLC 2026 Q2 8/12/2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2026 Q2 8/12/2026
Wealth High Governance Asset Management Ltda. 2026 Q2 8/12/2026
Texas Yale Capital Corp. 2026 Q2 8/12/2026
Storgate, LLC 2026 Q2 8/12/2026
Truvestments Capital LLC 2026 Q2 8/12/2026
Pitti Group Wealth Management, LLC 2026 Q2 8/12/2026
Capital World Investors 2026 Q2 8/12/2026
ADAPT WEALTH ADVISORS, LLC 2026 Q2 8/12/2026
Faithward Advisors, LLC 2026 Q2 8/12/2026
LYNX CAPITAL GROUP LTD /ADV 2025 Q2 8/12/2026
BESSEMER GROUP INC 2026 Q2 8/12/2026
HARBOUR INVESTMENTS, INC. 2026 Q2 8/12/2026
AyurMaya Capital Management Company, LP 2026 Q1 8/12/2026
REGATTA CAPITAL GROUP, LLC 2026 Q2 8/12/2026
LYNX CAPITAL GROUP LTD /ADV 2025 Q3 8/12/2026
Compton Financial Group, LLC 2026 Q2 8/12/2026
AustralianSuper Pty Ltd 2026 Q2 8/12/2026
Arbor Wealth Management LLC\AZ 2026 Q2 8/12/2026
BOSTON FAMILY OFFICE LLC 2026 Q2 8/12/2026
McGowan Group Asset Management, Inc. 2026 Q2 8/12/2026
BSN Capital Partners Ltd 2026 Q2 8/12/2026
HOLDERNESS INVESTMENTS CO 2026 Q2 8/12/2026
FULLER & THALER ASSET MANAGEMENT, INC. 2026 Q2 8/12/2026
Montanaro Asset Management Ltd 2026 Q2 8/12/2026
DG Capital Management, LLC 2026 Q2 8/12/2026
Capital Group Investment Management Pte. Ltd. 2026 Q2 8/12/2026
Capital Group Private Client Services, Inc. 2026 Q2 8/12/2026
Capital International Investors 2026 Q2 8/12/2026
Capital International, Inc./CA/ 2026 Q2 8/12/2026
CAPITAL INTERNATIONAL LTD /CA/ 2026 Q2 8/12/2026
Capital International Sarl 2026 Q2 8/12/2026
LYNX CAPITAL GROUP LTD /ADV 2025 Q1 8/12/2026
Capital Research Global Investors 2026 Q2 8/12/2026
BROWN BROTHERS HARRIMAN & CO 2026 Q2 8/12/2026
Peak Planning Group, LLC 2026 Q2 8/12/2026
Accelerate Investment Advisors LLC 2026 Q2 8/12/2026
SECTOR GAMMA AS 2026 Q2 8/12/2026
Permanent Capital Management, LP 2026 Q2 8/12/2026
Mirabaud Asset Management Ltd 2026 Q2 8/12/2026
Silver Heights Capital Management Inc 2026 Q2 8/12/2026
Hendershot Investments Inc. 2026 Q2 8/12/2026
Legacy PCG, LLC 2026 Q2 8/12/2026
Hardman Johnston Global Advisors LLC 2026 Q2 8/12/2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2026 Q2 8/12/2026
LMG Wealth Partners, LLC 2026 Q2 8/12/2026
McLean Asset Management Corp 2026 Q2 8/12/2026
GEODE CAPITAL MANAGEMENT, LLC 2026 Q2 8/12/2026
Meridian Wealth Partners, LLC 2026 Q2 8/12/2026