Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Callahan Advisors, LLC 2026 Q1 5/12/2026
Fidelis Wealth Advisors LLC 2026 Q1 5/12/2026
Birnam Oak Advisors, LP 2026 Q1 5/12/2026
Index Fund Advisors, Inc. 2026 Q1 5/12/2026
Family Legacy, Inc. 2026 Q1 5/12/2026
Americana Partners, LLC 2026 Q1 5/12/2026
ARK Investment Management LLC 2026 Q1 5/12/2026
AMES NATIONAL CORP 2026 Q1 5/12/2026
Magnitude Capital, LLC 2026 Q1 5/12/2026
Community Bank, N.A. 2026 Q1 5/12/2026
STRATEGY ASSET MANAGERS LLC 2026 Q1 5/12/2026
STIFEL FINANCIAL CORP 2026 Q1 5/12/2026
CBM Financial, LLC 2026 Q1 5/12/2026
Legacy Advisory Services, LLC 2026 Q1 5/12/2026
HRC WEALTH MANAGEMENT, LLC 2026 Q1 5/12/2026
Motley Fool Asset Management LLC 2026 Q1 5/12/2026
Elite Financial, Inc. 2026 Q1 5/12/2026
WCG Wealth Advisors LLC 2026 Q1 5/12/2026
GoodHaven Capital Management, LLC 2026 Q1 5/12/2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2026 Q1 5/12/2026
Niatross Investments Ltd 2026 Q1 5/12/2026
RESOLUTE CAPITAL, LLC 2026 Q1 5/12/2026
SGL Investment Advisors, Inc. 2026 Q1 5/12/2026
Motley Fool Wealth Management, LLC 2026 Q1 5/12/2026
Cheviot Value Management, LLC 2026 Q1 5/12/2026
Pandi, LLC 2026 Q1 5/12/2026
PIPER SANDLER & CO. 2026 Q1 5/12/2026
Olde Wealth Management, LLC 2026 Q1 5/12/2026
Providence Financial Advisors, LLC 2026 Q1 5/12/2026
RPO LLC 2026 Q1 5/12/2026
Vienna Asset Management LLC 2026 Q1 5/12/2026
Trans-Canada Capital Inc. 2026 Q1 5/12/2026
Columbia River Financial Group, LLC 2026 Q1 5/12/2026
ANCHOR CAPITAL ADVISORS LLC 2026 Q1 5/12/2026
Cloud Capital Management, LLC 2026 Q1 5/12/2026
MONETA GROUP INVESTMENT ADVISORS LLC 2026 Q1 5/12/2026
Ameritas Advisory Services, LLC 2026 Q1 5/12/2026
PARADIGM ASSET MANAGEMENT CO LLC 2026 Q1 5/12/2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 2026 Q1 5/12/2026
PURA VIDA INVESTMENTS, LLC 2026 Q1 5/12/2026
PLANWISER FINANCIAL, LLC 2026 Q1 5/12/2026
Angel Oak Capital Advisors, LLC 2026 Q1 5/12/2026
TIAA TRUST, NATIONAL ASSOCIATION 2026 Q1 5/12/2026
IPG Investment Advisors LLC 2026 Q1 5/12/2026
RHUMBLINE ADVISERS 2026 Q1 5/12/2026
Daybright Advisory Services, Inc. 2026 Q1 5/12/2026
Operose Advisors LLC 2026 Q1 5/12/2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 2026 Q1 5/12/2026
TIAA Wealth Investment Management LLC 2026 Q1 5/12/2026
KilterHowling LLC 2026 Q1 5/12/2026
Waterloo Capital, L.P. 2026 Q1 5/12/2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2026 Q1 5/12/2026
HUTCHINSON CAPITAL MANAGEMENT/CA 2026 Q1 5/12/2026
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 2026 Q1 5/12/2026
Altura Wealth Advisors Inc. 2026 Q1 5/12/2026
Bristol Gate Capital Partners Inc. 2026 Q1 5/12/2026
Hilltop Partners LLC 2026 Q1 5/12/2026
OAKMONT Corp 2026 Q1 5/12/2026
Three Bridge Wealth Advisors, LLC 2026 Q1 5/12/2026
SFMG, LLC 2026 Q1 5/12/2026
VIRTUE ASSET MANAGEMENT LLC 2026 Q1 5/12/2026
Orion Investment Co 2026 Q1 5/12/2026
Stanley Capital Management, LLC 2026 Q1 5/12/2026
ARK & TLK INVESTMENTS, LLC 2026 Q1 5/12/2026
Minerva Advisors LLC 2026 Q1 5/12/2026
Orcam Financial Group 2026 Q1 5/12/2026
ROYCE & ASSOCIATES LP 2026 Q1 5/12/2026
Innovative Asset Advisors Group, LLC 2026 Q1 5/12/2026
I.G.Y. Ltd 2026 Q1 5/12/2026
Ausdal Financial Partners, Inc. 2026 Q1 5/12/2026
Fiera Capital Corp 2026 Q1 5/12/2026
Richardson Capital Management LLC 2026 Q1 5/12/2026
Centric Wealth Management 2026 Q1 5/12/2026
FOCUSED ALPHA, LLC 2026 Q1 5/12/2026
NFC Investments, LLC 2026 Q1 5/12/2026
ELEMENT CAPITAL MANAGEMENT LLC 2026 Q1 5/12/2026
MILLBANK DARTMOOR PORTSMOUTH LLC 2026 Q1 5/12/2026
Kazazian Asset Management, LLC 2026 Q1 5/12/2026
KMT WEALTH MANAGEMENT, LLC 2026 Q1 5/12/2026
Coyle Financial Counsel LLC 2026 Q1 5/12/2026
Corre Partners Management, LLC 2026 Q1 5/12/2026
Independent Advisor Alliance 2026 Q1 5/12/2026
Impax Asset Management Group plc 2026 Q1 5/12/2026
BBR PARTNERS, LLC 2026 Q1 5/12/2026
Viola Ventures V.C. Management 4 Ltd. 2026 Q1 5/12/2026
SCP Investment, LP 2026 Q1 5/12/2026
Advyzon Investment Management, LLC 2026 Q1 5/12/2026
PAYDEN & RYGEL 2026 Q1 5/12/2026
Argentarii, LLC 2026 Q1 5/12/2026
Railway Pension Investments Ltd 2026 Q1 5/12/2026
Texas County & District Retirement System 2026 Q1 5/12/2026
Pilgrim Partners Asia Pte Ltd 2026 Q1 5/12/2026
M&T BANK CORP 2026 Q1 5/12/2026
TD Waterhouse Canada Inc. 2026 Q1 5/12/2026
PCM Encore, LLC 2026 Q1 5/12/2026
Frisco Financial Planning LLC 2026 Q1 5/12/2026
Investor's Fiduciary Advisor Network, LLC 2026 Q1 5/12/2026
SWISS RE LTD 2026 Q1 5/12/2026
STRAIGHTLINE GROUP LLC 2026 Q1 5/12/2026
Safe Harbor Family Capital, LLC 2026 Q1 5/12/2026