Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2025 Q4 2/12/2026
Knott David M Jr 2025 Q4 2/12/2026
BROGAN FINANCIAL, INC. 2025 Q4 2/12/2026
Ardent Capital Management, Inc. 2025 Q4 2/12/2026
Riverwater Partners LLC 2025 Q4 2/12/2026
Atlas FRM LLC 2025 Q4 2/12/2026
PENOBSCOT WEALTH MANAGEMENT 2025 Q4 2/12/2026
Nuveen, LLC 2025 Q4 2/12/2026
LONG WALK MANAGEMENT LP 2025 Q4 2/12/2026
Keystone Financial Services 2025 Q4 2/12/2026
Wescott Financial Advisory Group, LLC 2025 Q4 2/12/2026
Caerus Investment Advisors, LLC 2025 Q4 2/12/2026
Alaethes Wealth, LLC 2025 Q4 2/12/2026
Orchard Capital Management, LLC 2025 Q4 2/12/2026
Pacific Wealth Management 2025 Q4 2/12/2026
Long Corridor Asset Management Ltd 2025 Q4 2/12/2026
Oder Investment Management, LLC 2025 Q4 2/12/2026
CORRECT CAPITAL WEALTH MANAGEMENT 2025 Q4 2/12/2026
COWA, LLC 2025 Q4 2/12/2026
Evolutionary Tree Capital Management, LLC 2025 Q4 2/12/2026
Navera Investment Management Ltd. 2025 Q4 2/12/2026
Tandem Wealth Advisors LLC 2025 Q4 2/12/2026
Olde Wealth Management, LLC 2025 Q4 2/12/2026
WestCap Management, LLC 2025 Q4 2/12/2026
Venator Management LLC 2025 Q4 2/12/2026
Te Ahumairangi Investment Management Ltd 2025 Q4 2/12/2026
Founders Financial Alliance, LLC 2025 Q4 2/12/2026
Reliant Wealth Planning 2025 Q4 2/12/2026
Patient Square Capital LP 2025 Q4 2/12/2026
OEP CAPITAL ADVISORS, L.P. 2025 Q4 2/12/2026
ABSOLUTE CAPITAL MANAGEMENT, LLC 2025 Q4 2/12/2026
NZS Capital, LLC 2025 Q4 2/12/2026
SILVERARC CAPITAL MANAGEMENT, LLC 2025 Q4 2/12/2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2025 Q4 2/12/2026
Annandale Capital, LLC 2025 Q4 2/12/2026
Amitell Capital Pte Ltd 2025 Q4 2/12/2026
Systematic Alpha Investments, LLC 2025 Q4 2/12/2026
Perseverance Asset Management International 2025 Q4 2/12/2026
Aberdeen Wealth Management LLC 2025 Q4 2/12/2026
Soleus Capital Management, L.P. 2025 Q4 2/12/2026
M&G Plc 2025 Q4 2/12/2026
HOHIMER WEALTH MANAGEMENT, LLC 2025 Q4 2/12/2026
Great Lakes Retirement, Inc. 2025 Q4 2/12/2026
Mission Creek Capital Partners, Inc. 2025 Q4 2/12/2026
Brooklyn Investment Group 2025 Q4 2/12/2026
Winning Points Advisors, LLC 2025 Q4 2/12/2026
Fosse Capital Partners LLP 2025 Q4 2/12/2026
Nipun Capital, L.P. 2025 Q4 2/12/2026
Standpoint Asset Management, LLC 2025 Q4 2/12/2026
KDK Private Wealth Management, LLC 2025 Q4 - RESTATEMENT 2/12/2026
Wesleyan Assurance Society 2025 Q4 2/12/2026
GREAT VALLEY ADVISOR GROUP, INC. 2025 Q4 2/12/2026
Tull Financial Group, Inc. 2025 Q4 2/12/2026
Qtron Investments LLC 2025 Q4 2/12/2026
RESTON WEALTH MANAGEMENT LLC 2025 Q4 2/12/2026
Signet Investment Advisory Group, Inc. 2025 Q4 2/12/2026
Advisory Resource Group 2025 Q4 2/12/2026
Sepio Capital, LP 2025 Q4 2/12/2026
Discovery Value Fund 2025 Q4 2/12/2026
Toronado Partners, LLC 2025 Q4 2/12/2026
Sagil Capital LLP 2025 Q4 2/12/2026
ELEVATION POINT WEALTH PARTNERS, LLC 2025 Q4 2/12/2026
Moerus Capital Management LLC 2025 Q4 2/12/2026
Dundas Partners LLP 2025 Q4 2/12/2026
Global IMC LLC 2025 Q4 2/12/2026
Distillate Capital Partners LLC 2025 Q4 2/12/2026
Elo Mutual Pension Insurance Co 2025 Q4 2/12/2026
MFN Partners Management, LP 2025 Q4 2/12/2026
Providence Capital Advisors, LLC 2025 Q4 2/12/2026
Triumph Capital Management 2025 Q4 2/12/2026
Keeler Thomas Management LLC 2025 Q4 2/12/2026
Buckley Wealth Management, LLC 2025 Q4 2/12/2026
Virtue Capital Management, LLC 2025 Q4 2/12/2026
Front Row Advisors LLC 2025 Q4 2/12/2026
SYCOMORE ASSET MANAGEMENT 2025 Q4 2/12/2026
Kovack Advisors, Inc. 2025 Q4 2/12/2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC 2025 Q4 2/12/2026
HoldCo Asset Management, LP 2025 Q4 2/12/2026
Steward Partners Investment Advisory, LLC 2025 Q4 2/12/2026
Capital Markets Trading UK LLP 2025 Q4 2/12/2026
FORTRESS PRIVATE LEDGER, LLC 2025 Q4 2/12/2026
Fairfield University 2025 Q4 2/12/2026
Gigafund Management Company, LLC 2025 Q4 2/12/2026
Cruiser Capital Advisors, LLC 2025 Q4 2/12/2026
SFAM, LLC 2025 Q4 2/12/2026
Conservest Capital Advisors, Inc. 2025 Q4 2/12/2026
Stamos Capital Partners, L.P. 2025 Q4 2/12/2026
Texas County & District Retirement System 2025 Q4 2/12/2026
Counterpoint Mutual Funds LLC 2025 Q1 2/12/2026
Counterpoint Mutual Funds LLC 2025 Q4 2/12/2026
IFM Investors Pty Ltd 2025 Q4 2/12/2026
ICICI Prudential Asset Management Co Ltd 2025 Q4 2/12/2026
Ullmann Wealth Partners Group, LLC 2025 Q4 2/12/2026
LWM Advisory Services, LLC 2025 Q4 2/12/2026
Round Hill Asset Management 2025 Q4 2/12/2026
Pettinga Financial Advisors LLC 2025 Q4 2/12/2026
Connecticut Wealth Management, LLC 2025 Q4 2/12/2026
JT Stratford LLC 2025 Q4 2/12/2026
LYELL WEALTH MANAGEMENT, LP 2025 Q4 2/12/2026
EQUITY INVESTMENT CORP 2025 Q4 2/12/2026