Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2025 Q4 8/11/2026
Heard Capital LLC 2026 Q2 8/11/2026
Strengthening Families & Communities, LLC 2026 Q2 8/11/2026
Contrarius Group Holdings Ltd 2026 Q2 8/11/2026
Payne Capital LLC 2026 Q2 8/11/2026
First Nebraska Trust Co 2008 Q2 8/11/2026
LDR Capital Management LLC 2026 Q2 8/11/2026
HF Capital, LLC 2026 Q2 8/11/2026
Wakefield Asset Management LLLP 2026 Q2 8/11/2026
Jessup Wealth Management, Inc 2026 Q2 8/11/2026
DnB Asset Management AS 2026 Q2 8/11/2026
Wahed Invest LLC 2026 Q2 8/11/2026
Sargent Investment Group, LLC 2026 Q2 8/11/2026
YACKTMAN ASSET MANAGEMENT LP 2026 Q2 8/11/2026
Emeth Value Capital, LLC 2026 Q2 8/11/2026
Clark Capital Management Group, Inc. 2026 Q2 8/11/2026
Vestcor Inc 2026 Q2 8/11/2026
Aequim Alternative Investments LP 2026 Q2 8/11/2026
Helikon Investments Ltd 2026 Q2 8/11/2026
Goldstone Financial Group, LLC 2026 Q2 8/11/2026
Jordan Park Group LLC 2026 Q2 8/11/2026
All Terrain Financial Advisors, LLC 2026 Q2 8/11/2026
KEYVANTAGE WEALTH, LLC 2026 Q2 8/11/2026
Ninepoint Partners LP 2026 Q1 8/11/2026
Tower Research Capital LLC (TRC) 2026 Q2 8/11/2026
Atlantic Union Bankshares Corp 2026 Q2 8/11/2026
FIRST TRUST ADVISORS LP 2026 Q2 8/11/2026
Choate Investment Advisors 2026 Q2 8/11/2026
REGENTS OF THE UNIVERSITY OF CALIFORNIA 2026 Q2 8/11/2026
Sycale Advisors (NY) LLC 2026 Q2 8/11/2026
Kilter Group LLC 2026 Q2 8/11/2026
OXFORD FINANCIAL GROUP, LTD. LLC 2026 Q2 8/11/2026
Fairtree Asset Management (Pty) Ltd 2026 Q2 8/11/2026
KilterHowling LLC 2026 Q2 8/11/2026
Advisors Preferred, LLC 2026 Q2 8/11/2026
Mystic Asset Management, Inc. 2026 Q2 8/11/2026
MENDON CAPITAL ADVISORS CORP 2026 Q2 8/11/2026
Waratah Capital Advisors Ltd. 2026 Q2 8/11/2026
Hara Capital LLC 2026 Q2 8/11/2026
Reliant Investment Partners, LLC 2026 Q2 8/11/2026
Portfolio Design Labs, LLC 2026 Q2 8/11/2026
D L CARLSON INVESTMENT GROUP INC 2026 Q2 8/11/2026
GRAND WEALTH MANAGEMENT, LLC 2026 Q2 8/11/2026
PCM Encore, LLC 2026 Q2 8/11/2026
MJP ASSOCIATES INC /ADV 2026 Q2 8/11/2026
Cannon Wealth Management Services, LLC 2026 Q2 8/11/2026
Tejara Capital Ltd 2026 Q2 8/11/2026
Advisors Capital Management, LLC 2026 Q2 8/11/2026
SGL Investment Advisors, Inc. 2026 Q2 8/11/2026
Ninepoint Partners LP 2026 Q2 8/11/2026
Fischer Financial Services, Inc. 2026 Q2 8/11/2026
Rialto Wealth Management, LLC 2026 Q2 8/11/2026
JOHN G ULLMAN & ASSOCIATES INC 2026 Q2 8/11/2026
RASP WEALTH SOLUTIONS, LLC 2026 Q2 8/11/2026
RIT CAPITAL PARTNERS PLC 2026 Q2 8/11/2026
Fairfield Financial Advisors, LTD 2026 Q2 8/11/2026
St. James Investment Company, LLC 2026 Q2 8/11/2026
Soleus Capital Management, L.P. 2026 Q2 8/11/2026
Integrated Advisors Network LLC 2026 Q2 8/11/2026
BRIGHTON JONES LLC 2026 Q2 8/11/2026
ARTHUR M. COHEN & ASSOCIATES, LLC 2026 Q2 8/11/2026
Taylor Hoffman Capital Management LLC 2026 Q2 8/11/2026
Brooklands Fund Management Ltd 2026 Q2 8/11/2026
Enhancing Capital LLC 2026 Q2 8/11/2026
RPS ADVISORY SOLUTIONS LLC 2026 Q2 8/11/2026
LaSalle St. Investment Advisors, LLC 2026 Q2 8/11/2026
Impax Asset Management Group plc 2026 Q2 8/11/2026
Silvant Capital Management LLC 2026 Q2 8/11/2026
Bernicke Wealth Management, Ltd. 2026 Q2 8/11/2026
VIRTUS ADVISERS, LLC 2026 Q2 8/11/2026
AlpenGlobal Capital LLC 2026 Q2 8/11/2026
NFJ INVESTMENT GROUP, LLC 2026 Q2 8/11/2026
TrinityBridge Ltd 2026 Q2 8/11/2026
KAYNE ANDERSON CAPITAL ADVISORS LP 2026 Q2 8/11/2026
SCOTIA CAPITAL INC. 2026 Q2 8/11/2026
STEVENS CAPITAL MANAGEMENT LP 2026 Q2 8/11/2026
Eley Financial Management, Inc 2026 Q2 8/11/2026
Kopernik Global Investors, LLC 2026 Q2 8/11/2026
Highview Capital Management LLC/DE/ 2026 Q2 8/11/2026
SHP Wealth Management 2026 Q2 8/11/2026
THOMPSON SIEGEL & WALMSLEY LLC 2026 Q2 8/11/2026
CacheTech Inc. 2026 Q2 8/11/2026
Bernicke Wealth Management, Ltd. 2026 Q1 8/11/2026
Ceredex Value Advisors LLC 2026 Q2 8/11/2026
Eagle Point Credit Management LLC 2026 Q2 8/11/2026
Bernicke Wealth Management, Ltd. 2025 Q4 8/11/2026
BANK OF NOVA SCOTIA TRUST CO 2026 Q2 8/11/2026
INSIGHT 2811, INC. 2026 Q2 8/11/2026
FOSTER DYKEMA CABOT & PARTNERS, LLC 2026 Q2 8/11/2026
CenterBook Partners LP 2026 Q2 8/11/2026
Virtus Investment Advisers, LLC 2026 Q2 8/11/2026
Ridge Creek Global, Inc 2026 Q2 8/11/2026
BOSTON RESEARCH & MANAGEMENT INC 2026 Q2 8/11/2026
Helium Advisors LLC 2026 Q2 8/11/2026
Stockman Wealth Management, Inc. 2026 Q2 8/11/2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2026 Q2 8/11/2026
Bluespring Wealth Management, LLC 2026 Q2 8/11/2026
PeakShares LLC 2026 Q2 8/11/2026
Sound View Wealth Advisors Group, LLC 2026 Q2 8/11/2026
TRITONPOINT WEALTH, LLC 2026 Q2 8/11/2026