Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Koch, Inc. 2026 Q1 5/12/2026
RED REEF ADVISORS LLC 2026 Q1 5/12/2026
Frisco Financial Planning LLC 2025 Q3 5/12/2026
Frisco Financial Planning LLC 2025 Q4 5/12/2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP 2026 Q1 5/12/2026
EMPOWER HARVEST MANAGEMENT SERVICES, INC. 2026 Q1 5/12/2026
KIM, LLC 2026 Q1 5/12/2026
Rakuten Investment Management, Inc. 2026 Q1 5/12/2026
Employees Provident Fund Board 2026 Q1 5/12/2026
Wescott Financial Advisory Group, LLC 2026 Q1 5/12/2026
Oppenheimer & Close, LLC 2026 Q1 5/12/2026
Kingsview Wealth Management, LLC 2026 Q1 5/12/2026
Borer Denton & Associates, Inc. 2026 Q1 5/12/2026
BARINGTON COMPANIES MANAGEMENT, LLC 2026 Q1 5/12/2026
Marion Wealth Management 2026 Q1 5/12/2026
Frisco Financial Planning LLC 2025 Q1 5/12/2026
Frisco Financial Planning LLC 2025 Q2 5/12/2026
Tannin Capital LLC 2026 Q1 5/12/2026
Hunter Perkins Capital Management, LLC 2026 Q1 5/12/2026
Anfield Capital Management, LLC 2026 Q1 5/12/2026
Ramirez Asset Management, Inc. 2026 Q1 5/12/2026
Frisco Financial Planning LLC 2024 Q4 5/12/2026
Optimize Financial Inc 2026 Q1 5/12/2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2026 Q1 5/12/2026
BNP PARIBAS 2026 Q1 5/12/2026
Covington Investment Advisors Inc. 2026 Q1 5/12/2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2026 Q1 5/12/2026
SMITH CHAS P & ASSOCIATES PA CPAS 2026 Q1 5/12/2026
ENTRUST FINANCIAL LLC 2026 Q1 5/12/2026
J. H. Whitney Equity Partners VI, LLC 2026 Q1 5/12/2026
Tejara Capital Ltd 2026 Q1 5/12/2026
SERENITY CAPITAL MANAGEMENT PTE. LTD. 2026 Q1 5/12/2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. 2026 Q1 5/12/2026
BERKSHIRE CAPITAL HOLDINGS INC 2026 Q1 5/12/2026
Beaton Management Co. Inc. 2026 Q1 5/12/2026
JUPITER ASSET MANAGEMENT LTD 2026 Q1 5/12/2026
12th Street Asset Management Company, LLC 2026 Q1 5/12/2026
Chung Wu Investment Group, LLC 2026 Q1 5/12/2026
Milestones Administradora de Recursos Ltda. 2026 Q1 5/12/2026
Bear Mountain Capital, Inc. 2026 Q1 5/12/2026
ACORN CREEK CAPITAL LLC 2026 Q1 5/12/2026
Werba Rubin Papier Wealth Management 2026 Q1 5/12/2026
WINTON GROUP Ltd 2026 Q1 5/12/2026
BNP PARIBAS FINANCIAL MARKETS 2026 Q1 5/12/2026
ALERUS FINANCIAL NA 2026 Q1 5/12/2026
Advocacy Wealth Management, LLC 2026 Q1 5/12/2026
BNDES Participacoes S.A. 2026 Q1 5/12/2026
Icon Wealth Advisors, LLC 2026 Q1 5/12/2026
CAMBIAR INVESTORS LLC 2026 Q1 5/12/2026
Avant Capital LLC 2026 Q1 5/12/2026
LRZ CAPITAL LLC 2026 Q1 5/12/2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2026 Q1 5/12/2026
INSIGNEO ADVISORY SERVICES, LLC 2026 Q1 5/12/2026
TrinityBridge Ltd 2026 Q1 5/12/2026
Prism Planning Partners LLC 2026 Q1 5/12/2026
LATHROP INVESTMENT MANAGEMENT CO 2026 Q1 5/12/2026
AG2R LA MONDIALE GESTION D'ACTIFS 2026 Q1 5/12/2026
FOX RUN MANAGEMENT, L.L.C. 2026 Q1 5/12/2026
Cannon Financial Strategists, Inc. 2026 Q1 5/12/2026
ABN AMRO INVESTMENT SOLUTIONS 2026 Q1 5/12/2026
Bellwether Advisors, LLC 2026 Q1 5/12/2026
RIT CAPITAL PARTNERS PLC 2026 Q1 5/12/2026
IVY LANE CAPITAL MANAGEMENT, LLC 2026 Q1 5/12/2026
Cadence Wealth Management LLC 2026 Q1 5/12/2026
BlackDiamond Wealth Management, LLC 2026 Q1 5/12/2026
ITHAKA GROUP LLC 2026 Q1 5/12/2026
ForthRight Wealth Management, LLC 2026 Q1 5/12/2026
Crestwood Capital Management, L.P. 2026 Q1 5/12/2026
First Eagle Investment Management, LLC 2026 Q1 5/12/2026
Disciplined Investors, L.L.C. 2026 Q1 5/12/2026
Mission Financial Group, LLC 2025 Q1 5/12/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2026 Q1 5/12/2026
Dogwood Wealth Management LLC 2026 Q1 5/12/2026
DEARBORN PARTNERS LLC 2026 Q1 5/12/2026
Tufton Capital Management 2026 Q1 5/12/2026
Tredje AP-fonden 2026 Q1 5/12/2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2026 Q1 5/12/2026
IFG Advisory, LLC 2026 Q1 5/12/2026
G2 CAPITAL MANAGEMENT, LLC / OH 2026 Q1 5/12/2026
Leading Edge Financial Planning LLC 2026 Q1 5/12/2026
SHENKMAN CAPITAL MANAGEMENT INC 2026 Q1 5/12/2026
THAMES CAPITAL MANAGEMENT LLC 2026 Q1 5/12/2026
Melqart Asset Management (UK) Ltd 2026 Q1 5/12/2026
Disciplined Investments, LLC 2026 Q1 5/12/2026
CIBC Asset Management Inc 2026 Q1 5/12/2026
GUERRA PAN ADVISORS, LLC 2026 Q1 5/12/2026
Kepos Capital LP 2026 Q1 5/12/2026
Bellecapital International Ltd. 2026 Q1 - RESTATEMENT 5/12/2026
VanWeelden Wealth Management, LLC 2026 Q1 5/12/2026
Palumbo Wealth Management LLC 2026 Q1 5/12/2026
CIBC Bancorp USA Inc. 2026 Q1 5/12/2026
COLRAIN CAPITAL LLC 2026 Q1 5/12/2026
Ravenswood Partners LP 2026 Q1 5/12/2026
Gouws Capital LLC 2026 Q1 5/12/2026
Telemark Asset Management, LLC 2026 Q1 5/12/2026
Arrow Capital Pty Ltd 2026 Q1 5/12/2026
HOLDERNESS INVESTMENTS CO 2026 Q1 5/12/2026
PARUS FINANCE (UK) Ltd 2026 Q1 5/12/2026
Carr Financial Group Corp 2026 Q1 5/12/2026
Life Cycle Investment Partners Ltd 2026 Q1 5/12/2026