Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 2026 Q1 5/13/2026
Pinegrove Venture Partners, LLC 2026 Q1 5/13/2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 2026 Q1 5/13/2026
RFP Financial Group LLC 2026 Q1 5/13/2026
PROTECTIVE LIFE CORP 2026 Q1 5/13/2026
Keystone Wealth Services, LLC 2026 Q1 5/13/2026
MACKENZIE FINANCIAL CORP 2026 Q1 5/13/2026
Mirabaud Asset Management Ltd 2026 Q1 5/13/2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2026 Q1 5/13/2026
Rezny Wealth Management, Inc. 2026 Q1 5/13/2026
BIOS Capital Management, LP 2026 Q1 5/13/2026
Varenne Capital Partners 2026 Q1 5/13/2026
Gator Capital Management, LLC 2026 Q1 5/13/2026
49 WEALTH MANAGEMENT, LLC 2026 Q1 5/13/2026
NORDEA INVESTMENT MANAGEMENT AB 2026 Q1 5/13/2026
AMERICAN FINANCIAL GROUP INC 2026 Q1 5/13/2026
AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN 2026 Q1 5/13/2026
GuideStone Capital Management, LLC 2026 Q1 5/13/2026
BARR E S & CO 2026 Q1 5/13/2026
Machina Capital S.A.S. 2026 Q1 5/13/2026
E-Wealth Partners, LLC 2025 Q4 5/13/2026
Keystone Financial Group 2026 Q1 5/13/2026
Sepio Capital, LP 2026 Q1 5/13/2026
Fund Advisors of America Inc/FL 2026 Q1 5/13/2026
Virtus Fixed Income Advisers, LLC 2026 Q1 5/13/2026
River Wealth Advisors LLC 2026 Q1 5/13/2026
QUADRANT CAPITAL GROUP LLC 2026 Q1 - RESTATEMENT 5/13/2026
Silver Heights Capital Management Inc 2026 Q1 5/13/2026
Objectivity Squared, LLC 2026 Q1 5/13/2026
S&T BANK/PA 2026 Q1 5/13/2026
Tandem Investment Partners LLC 2026 Q1 5/13/2026
Southeast Asset Advisors, LLC 2026 Q1 5/13/2026
KRAEMATON INVESTMENT ADVISORS, INC 2026 Q1 5/13/2026
BOSTON FAMILY OFFICE LLC 2026 Q1 5/13/2026
TOKIO MARINE ASSET MANAGEMENT CO LTD 2026 Q1 5/13/2026
nVerses Capital, LLC 2026 Q1 5/13/2026
AE Wealth Management LLC 2026 Q1 5/13/2026
PRUDENTIAL FINANCIAL INC 2026 Q1 5/13/2026
LOWERY THOMAS, LLC 2026 Q1 5/13/2026
Columbus Hill Capital Management, L.P. 2026 Q1 5/13/2026
Wealth Management Associates, Inc. 2026 Q1 5/13/2026
YARGER WEALTH STRATEGIES, LLC 2026 Q1 5/13/2026
JPMORGAN CHASE & CO 2026 Q1 5/13/2026
Ruffer LLP 2026 Q1 5/13/2026
Champlain Investment Partners, LLC 2026 Q1 5/13/2026
HILL ISLAND FINANCIAL LLC 2026 Q1 5/13/2026
Archvest Wealth Advisors, Inc. 2026 Q1 5/13/2026
Pacific Excel Wealth Advisors, Inc. 2026 Q1 5/13/2026
Black Cypress Capital Management, LLC 2026 Q1 5/13/2026
MARSICO CAPITAL MANAGEMENT LLC 2026 Q1 5/13/2026
CloudAlpha Capital Management Limited/Hong Kong 2026 Q1 5/13/2026
Alliance Private Wealth, LLC 2026 Q1 5/13/2026
Aster Capital Management (DIFC) Ltd 2026 Q1 5/13/2026
Kimelman & Baird, LLC 2026 Q1 5/13/2026
AXS Investments LLC 2025 Q4 - RESTATEMENT 5/13/2026
Edgemoor Investment Advisors, Inc. 2026 Q1 5/13/2026
Global IMC LLC 2026 Q1 5/13/2026
Informed Momentum Co LLC 2026 Q1 5/13/2026
CLEAR WAVE WEALTH MANAGEMENT LLC 2026 Q1 5/13/2026
Liontrust Investment Partners LLP 2026 Q1 5/13/2026
ALGEBRIS (UK) LTD 2026 Q1 5/13/2026
Marcho Partners LLP 2026 Q1 5/13/2026
Magnetar Financial LLC 2026 Q1 5/13/2026
SIT INVESTMENT ASSOCIATES INC 2026 Q1 5/13/2026
AXS Investments LLC 2025 Q3 - RESTATEMENT 5/13/2026
Teramo Advisors, LLC 2026 Q1 5/13/2026
Exor N.V. 2026 Q1 5/13/2026
Lloyd Advisory Services, LLC. 2026 Q1 5/13/2026
Fourier Capital Management Ltd 2026 Q1 5/13/2026
Kingdom Financial Group LLC. 2026 Q1 5/13/2026
TOYOTA MOTOR CORP/ 2026 Q1 5/13/2026
De Lisle Partners LLP 2026 Q1 5/13/2026
PICTON MAHONEY ASSET MANAGEMENT 2026 Q1 5/13/2026
First Beijing Investment Ltd 2026 Q1 5/13/2026
Fairtree Asset Management (Pty) Ltd 2026 Q1 5/13/2026
Hikari Tsushin, Inc. 2026 Q1 5/13/2026
Pinpoint Asset Management (Singapore) Pte. Ltd. 2026 Q1 5/13/2026
BIT Capital GmbH 2026 Q1 5/13/2026
FOLKETRYGDFONDET 2026 Q1 5/13/2026
Artisan Partners Limited Partnership 2026 Q1 5/13/2026
Donoghue Forlines LLC 2026 Q1 5/13/2026
M&G Plc 2026 Q1 5/13/2026
Achmea Investment Management B.V. 2026 Q1 5/13/2026
Packer & Co Ltd 2026 Q1 5/13/2026
Dream Peak Capital Ltd 2026 Q1 5/13/2026
FTX Recovery Trust 2026 Q1 5/13/2026
Verger Capital Management LLC 2026 Q1 5/13/2026
WINDWARD CAPITAL MANAGEMENT CO /CA 2026 Q1 5/13/2026
Galilei Investment Office LLP 2026 Q1 5/13/2026
DELPHI FINANCIAL GROUP, INC. 2026 Q1 5/13/2026
COMMONWEALTH BANK OF AUSTRALIA 2026 Q1 5/13/2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2026 Q1 5/13/2026
Ovata Capital Management Ltd 2026 Q1 5/13/2026
NEUMEIER POMA INVESTMENT COUNSEL LLC 2026 Q1 5/13/2026
Magma Venture Partners General Partner Ltd. 2026 Q1 5/13/2026
GARRISON POINT ADVISORS, LLC 2026 Q1 5/12/2026
MAR VISTA INVESTMENT PARTNERS LLC 2026 Q1 5/12/2026
Connective Capital Management, LLC 2026 Q1 5/12/2026
Korea Investment CORP 2026 Q1 5/12/2026
Concord Investment Counsel Inc. 2026 Q1 5/12/2026