Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Bowie Capital Management, LLC 2026 Q2 8/11/2026
Paralel Advisors LLC 2026 Q2 8/11/2026
LM Asset Management Inc. 2026 Q2 8/11/2026
Greenspring Advisors, LLC 2026 Q2 8/11/2026
Blue Owl Capital Holdings LP 2026 Q2 8/11/2026
V3 Holding Ltd 2026 Q2 8/11/2026
Allworth Financial LP 2026 Q2 8/11/2026
MASSACHUSETTS INSTITUTE OF TECHNOLOGY 2026 Q2 8/11/2026
Shelter Ins Retirement Plan 2026 Q2 8/11/2026
BISLETT MANAGEMENT, LLC 2026 Q2 8/11/2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2026 Q2 8/11/2026
Starr Indemnity & Liability Co 2026 Q2 8/11/2026
B. Metzler seel. Sohn & Co. AG 2026 Q2 8/11/2026
First Trust Bank, Ltd. 2026 Q2 8/11/2026
Shelter Mutual Insurance Co 2026 Q2 8/11/2026
Garton & Associates Financial Advisors LLC 2026 Q2 8/11/2026
Alaska Permanent Capital Management, LLC 2026 Q2 8/11/2026
Cauble & Harre Wealth Management, Inc. 2026 Q2 8/11/2026
Laidlaw Wealth Management LLC 2026 Q2 8/11/2026
Bratton Capital Management, L.P. 2026 Q2 8/11/2026
Keebeck Wealth Management 2026 Q2 8/11/2026
Causey Wealth LLC 2026 Q2 8/11/2026
C M BIDWELL & ASSOCIATES LTD 2026 Q2 8/11/2026
CAHILL FINANCIAL ADVISORS INC 2026 Q2 8/11/2026
OneAscent Wealth Management LLC 2026 Q2 8/11/2026
PATRON PARTNERS, LLC 2026 Q2 8/11/2026
Beckerman Institutional, LLC 2026 Q2 8/11/2026
C V STARR & CO INC 2026 Q2 8/11/2026
OneAscent Investment Solutions LLC 2026 Q2 8/11/2026
Caldwell Investment Management Ltd. 2026 Q2 8/11/2026
Encore Global Management, LP 2026 Q2 8/11/2026
DONALD SMITH & CO., INC. 2026 Q2 8/11/2026
Alaska Wealth Advisors, LLC 2026 Q2 8/11/2026
Green Alpha Advisors, LLC 2026 Q2 8/11/2026
Keating Financial Advisory Services, Inc. 2026 Q2 8/11/2026
Blue Capital, Inc. 2026 Q2 8/11/2026
THOROUGHBRED FINANCIAL SERVICES, LLC 2026 Q2 8/11/2026
Astra Wealth Partners LLC 2026 Q2 8/11/2026
ProShare Advisors LLC 2026 Q2 8/11/2026
HILL ISLAND FINANCIAL LLC 2026 Q2 8/11/2026
PROFUND ADVISORS LLC 2026 Q2 8/11/2026
MUSTICO FINANCIAL GROUP, INC. 2026 Q2 8/11/2026
WealthTrust Axiom LLC 2026 Q2 8/11/2026
Anchor Bay Capital, Inc. 2026 Q2 8/11/2026
Renasant Bank 2026 Q2 8/11/2026
TigerOak Management, L.L.C. 2026 Q2 8/11/2026
BEACON HILL WEALTH MANAGEMENT LTD. 2026 Q2 8/11/2026
Independent Family Office, LLC 2026 Q2 8/11/2026
RITHOLTZ WEALTH MANAGEMENT 2026 Q2 - RESTATEMENT 8/11/2026
OneAscent Financial Services LLC 2026 Q2 8/11/2026
Presper Financial Architects, LLC 2026 Q2 8/11/2026
OneAscent Family Office, LLC 2026 Q2 8/11/2026
Gambit Capital Management, LLC 2026 Q2 8/11/2026
FountainVest China Capital Partners GP3 Ltd. 2026 Q2 8/11/2026
NASPERS LTD 2026 Q2 8/11/2026
Freemont Management S.A. 2026 Q2 8/11/2026
Expressive Wealth LLC 2026 Q2 8/11/2026
Lalia Capital, LLC 2026 Q2 8/11/2026
Callan Family Office, LLC 2026 Q2 8/11/2026
Heron Bay Capital Management 2026 Q2 8/11/2026
Robinhood Asset Management, LLC 2026 Q2 8/11/2026
Empery Asset Management, LP 2026 Q2 8/11/2026
Burnham & Co LLC 2026 Q2 8/11/2026
Sterling Financial Planning, Inc. 2026 Q2 8/11/2026
IEQ CAPITAL, LLC 2026 Q2 8/11/2026
Bitwise Funds Trust 2026 Q2 8/11/2026
BBR PARTNERS, LLC 2026 Q2 8/11/2026
Orion Investment Co 2026 Q2 8/11/2026
G2 CAPITAL MANAGEMENT, LLC / OH 2026 Q2 8/11/2026
JB CAPITAL PARTNERS LP 2026 Q2 8/11/2026
PERISCOPE CAPITAL INC. 2026 Q2 8/11/2026
Converium Capital Inc. 2025 Q4 - RESTATEMENT 8/11/2026
DAG Ventures, LLC 2026 Q2 8/11/2026
HEARTLAND ADVISORS INC 2026 Q2 8/11/2026
Fund Advisors of America Inc/FL 2026 Q2 8/11/2026
Converium Capital Inc. 2026 Q1 - RESTATEMENT 8/11/2026
TCTC Holdings, LLC 2026 Q2 8/11/2026
Disciplined Investors, L.L.C. 2026 Q2 8/11/2026
Geometric Wealth Advisors 2026 Q2 8/11/2026
Providence Capital Advisors, LLC 2026 Q2 8/11/2026
Amundi 2026 Q2 8/11/2026
Momentous Wealth Management, Inc. 2026 Q2 8/11/2026
Manhattan West Asset Management, LLC 2026 Q2 8/11/2026
CVFG LLC 2026 Q2 8/11/2026
VAUGHAN DAVID INVESTMENTS LLC/IL 2026 Q2 8/11/2026
Investure, LLC 2026 Q2 8/11/2026
X ADVISORS, LLC 2026 Q2 8/11/2026
COURAGE CAPITAL MANAGEMENT LLC 2026 Q2 8/11/2026
Financial Security Advisor, Inc. 2026 Q2 8/11/2026
Aspetuck Financial Management LLC 2026 Q2 8/11/2026
USS Investment Management Ltd 2026 Q2 8/11/2026
WHI TRUST Co LLC 2026 Q2 8/11/2026
IBEX INVESTORS LLC 2026 Q2 8/11/2026
Ring Mountain Capital, LLC 2026 Q2 8/11/2026
CONSCIOUS WEALTH INVESTMENTS, LLC 2026 Q2 8/11/2026
Lafayette Investments, Inc. 2026 Q2 8/11/2026
Arrow Capital Management, LLC 2026 Q2 8/11/2026
Quantum Capital Management, LLC / NJ 2026 Q2 8/11/2026
Verde Capital Management 2026 Q2 8/11/2026
MARIPAU WEALTH MANAGEMENT LLC 2026 Q2 8/11/2026