Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Freestone Capital Holdings, LLC 2026 Q1 5/13/2026
Daiwa Securities Group Inc. 2026 Q1 5/13/2026
West Virginia University Foundation, Inc 2026 Q1 5/13/2026
SKBA CAPITAL MANAGEMENT LLC 2026 Q1 5/13/2026
Stembrook Asset Management, LLC 2026 Q1 5/13/2026
Truvestments Capital LLC 2026 Q1 5/13/2026
Oceanic Investment Management LTD 2026 Q1 5/13/2026
Corsicana & Co. 2026 Q1 5/13/2026
LAFFER TENGLER INVESTMENTS, INC. 2026 Q1 5/13/2026
RENAISSANCE GROUP LLC 2026 Q1 5/13/2026
Cornerstone Select Advisors, LLC 2026 Q1 5/13/2026
Inlet Private Wealth, LLC 2026 Q1 5/13/2026
Cercano Management LLC 2026 Q1 5/13/2026
ROBOTTI ROBERT 2026 Q1 5/13/2026
CASCADE INVESTMENT GROUP, INC. 2026 Q1 5/13/2026
Findlay Park Partners LLP 2026 Q1 5/13/2026
Pacifica Capital Investments, LLC 2026 Q1 5/13/2026
Abbot Financial Management, Inc. 2026 Q1 5/13/2026
WESTCO ADVISORY SERVICES INC /ADV 2025 Q4 5/13/2026
Park Square Financial Group, LLC 2026 Q1 5/13/2026
Richard W. Paul & Associates, LLC 2026 Q1 5/13/2026
D L CARLSON INVESTMENT GROUP INC 2026 Q1 5/13/2026
Proem Advisors LLC 2026 Q1 5/13/2026
XPONANCE LLC 2026 Q1 5/13/2026
Hudock, Inc. 2026 Q1 5/13/2026
RHL GROUP, LLC 2026 Q1 5/13/2026
Capital Research Global Investors 2026 Q1 5/13/2026
Capital International Sarl 2026 Q1 5/13/2026
Applied Fundamental Research, LLC 2026 Q1 5/13/2026
Capital World Investors 2026 Q1 5/13/2026
Capital Group Investment Management Pte. Ltd. 2026 Q1 5/13/2026
Capital Group Private Client Services, Inc. 2026 Q1 5/13/2026
New Mountain Capital, L.L.C. 2026 Q1 5/13/2026
Havemeyer Place LP 2026 Q1 5/13/2026
Capital International, Inc./CA/ 2026 Q1 5/13/2026
Capital International Investors 2026 Q1 5/13/2026
FRANKLIN RESOURCES INC 2026 Q1 5/13/2026
PHILADELPHIA TRUST CO 2026 Q1 5/13/2026
Capital CS Group, LLC 2026 Q1 5/13/2026
Gordian Capital Singapore Pte Ltd 2026 Q1 5/13/2026
INVICTUS PRIVATE WEALTH, LLC 2026 Q1 5/13/2026
INGALLS & SNYDER LLC 2026 Q1 5/13/2026
Bank OZK 2026 Q1 5/13/2026
Stonehage Fleming Financial Services Holdings Ltd 2026 Q1 5/13/2026
JPMORGAN CHASE & CO 2026 Q1 - RESTATEMENT 5/13/2026
Valued Retirements, Inc. 2026 Q1 5/13/2026
1620 INVESTMENT ADVISORS, INC. 2026 Q1 5/13/2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2026 Q1 5/13/2026
TRANSCEND CAPITAL ADVISORS, LLC 2026 Q1 5/13/2026
CAPITAL INTERNATIONAL LTD /CA/ 2026 Q1 5/13/2026
Clearbridge Investments, LLC 2026 Q1 5/13/2026
Nicollet Investment Management, Inc. 2026 Q1 5/13/2026
BRIGHT VALLEY CAPITAL Ltd 2026 Q1 5/13/2026
OPUS INVESTMENT MANAGEMENT INC 2026 Q1 5/13/2026
BNB Wealth Management, LLC 2026 Q1 5/13/2026
Vesey Street Capital Partners, L.L.C. 2026 Q1 5/13/2026
Pitcairn Wealth Advisors LLC 2026 Q1 5/13/2026
AltraVue Capital, LLC 2026 Q1 5/13/2026
NORTHSTAR ASSET MANAGEMENT INC 2026 Q1 5/13/2026
Holowesko Partners Ltd. 2026 Q1 5/13/2026
Taproot Management LP 2026 Q1 5/13/2026
Buckley Wealth Management, LLC 2026 Q1 5/13/2026
UNITED SERVICES AUTOMOBILE ASSOCIATION 2026 Q1 5/13/2026
Black Creek Investment Management Inc. 2026 Q1 5/13/2026
PRING TURNER CAPITAL GROUP INC 2026 Q1 5/13/2026
Promethos Capital, LLC 2026 Q1 5/13/2026
Ensign Peak Advisors, Inc 2026 Q1 5/13/2026
Hirtle & Co., LLC 2026 Q1 5/13/2026
Cliffwater LLC 2026 Q1 5/13/2026
Family Office Research LLC 2026 Q1 5/13/2026
HERALD INVESTMENT MANAGEMENT Ltd 2026 Q1 5/13/2026
SHERMAN PORFOLIOS, LLC 2026 Q1 5/13/2026
Capital Advisor Network LLC 2026 Q1 5/13/2026
DRW Securities, LLC 2026 Q1 5/13/2026
MPWM ADVISORY SOLUTIONS, LLC 2026 Q1 5/13/2026
1888 Investments, LLC 2026 Q1 5/13/2026
BANK OF MONTREAL /CAN/ 2026 Q1 5/13/2026
Factorial Partners, LLC 2026 Q1 5/13/2026
AXQ CAPITAL, LP 2026 Q1 5/13/2026
ACADIAN ASSET MANAGEMENT LLC 2026 Q1 5/13/2026
Trek Financial, LLC 2026 Q1 5/13/2026
Forthright Family Wealth Advisory LLC 2026 Q1 5/13/2026
Caitlin John, LLC 2026 Q1 5/13/2026
PGIM Custom Harvest LLC 2026 Q1 5/13/2026
Quilter Plc 2026 Q1 5/13/2026
Fogel Capital Management, Inc. 2026 Q1 5/13/2026
Mirabaud Asset Management (France) SAS 2026 Q1 5/13/2026
Elm Partners Management LLC 2026 Q1 5/13/2026
Forum Private Client Group LLC 2026 Q1 5/13/2026
Provident Living Financial Services, Inc. 2026 Q1 5/13/2026
Pinnacle Financial Group, LLC / IL 2026 Q1 5/13/2026
Marex Group plc 2026 Q1 5/13/2026
Briar Hall Management LLC 2026 Q1 5/13/2026
Triumph Capital Management 2026 Q1 5/13/2026
Avail Investment Partners, LLC 2026 Q1 5/13/2026
APG Asset Management N.V. 2026 Q1 5/13/2026
Hennion & Walsh Asset Management, Inc. 2026 Q1 5/13/2026
Wealth Advisors of Iowa, LLC 2026 Q1 5/13/2026
APG Asset Management US Inc. 2026 Q1 5/13/2026
GRAYBILL WEALTH MANAGEMENT, LTD. 2026 Q1 5/13/2026