Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
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
Athos Capital Ltd 2025 Q4 2/12/2026
NIGHTVIEW CAPITAL, LLC 2025 Q4 2/12/2026
DigitalBridge Group, Inc. 2025 Q4 2/12/2026
Intrinsic Edge Capital Management LLC 2025 Q4 2/12/2026
Mint Tower Capital Management B.V. 2025 Q4 2/12/2026
BRILLIANCE ASSET MANAGEMENT LTD 2025 Q4 2/12/2026
Schneider Downs Wealth Management Advisors, LP 2025 Q4 2/12/2026
Incentive AS 2025 Q4 2/12/2026
Longitude (Cayman) Ltd. 2025 Q4 2/12/2026
Cliffwater LLC 2025 Q4 2/12/2026
DJE Kapital AG 2025 Q4 2/12/2026
Proficio Capital Partners LLC 2025 Q4 2/12/2026
Fiduciary Group, LLC 2025 Q4 2/12/2026
WealthPLAN Partners, LLC 2025 Q4 2/12/2026
SkyBridge Capital II, LLC 2025 Q4 2/12/2026
XPONANCE LLC 2025 Q4 2/12/2026
Mason Investment Advisory Services, Inc. 2025 Q4 2/12/2026
Betterment LLC 2025 Q4 2/12/2026
CMT Capital Markets Trading GmbH 2025 Q4 2/12/2026
WFM ASIA (BVI) Ltd 2025 Q4 2/12/2026
Point Break Capital Management, LLC 2025 Q4 2/12/2026
Godshalk Welsh Capital Management, Inc. 2025 Q4 2/12/2026
JRM Investment Counsel, LLC 2025 Q4 2/12/2026
Monashee Investment Management LLC 2025 Q4 2/12/2026
Rosalind Advisors, Inc. 2025 Q4 2/12/2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2025 Q4 2/12/2026
EIG Asset Management, LLC 2025 Q4 2/12/2026
Ironsides Asset Advisors, LLC 2025 Q4 2/12/2026
Boussard & Gavaudan Investment Management LLP 2025 Q4 2/12/2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2025 Q4 2/12/2026
Eagle Point Credit Management LLC 2025 Q4 2/12/2026
RKL Wealth Management LLC 2025 Q4 2/12/2026
Glendon Capital Management LP 2025 Q4 2/12/2026
SAM Advisors, LLC 2025 Q4 2/12/2026
Stonebridge Capital Advisors LLC 2025 Q4 2/12/2026
Hamilton Point Investment Advisors, LLC 2025 Q4 2/12/2026
Blue Edge Capital, LLC 2025 Q4 2/12/2026
Rench Wealth Management, Inc. 2025 Q4 2/12/2026
Loudon Investment Management, LLC 2025 Q4 2/12/2026
JANE STREET GROUP, LLC 2025 Q4 2/12/2026
Aristides Capital LLC 2025 Q4 2/12/2026
Penserra Capital Management LLC 2025 Q4 2/12/2026
1922 Investment Co LLC 2025 Q4 2/12/2026
Alaska Permanent Fund Corp 2025 Q4 2/12/2026
Swiss National Bank 2025 Q4 2/12/2026
Sustainable Insight Capital Management, LLC 2025 Q4 2/12/2026
Alibaba Group Holding Ltd 2025 Q4 2/12/2026
Beacon Capital Management, Inc. 2025 Q4 2/12/2026
COMGEST GLOBAL INVESTORS S.A.S. 2025 Q4 2/12/2026
Empirical Finance, LLC 2025 Q4 2/12/2026
Kintegral Advisory, LLC 2025 Q4 2/12/2026
Alpha Family Trust 2025 Q4 2/12/2026
Colonial Trust Advisors 2025 Q4 2/12/2026
Somerset Group LLC 2025 Q4 2/12/2026
Ratan Capital Management LP 2025 Q4 2/12/2026
Versant Venture Management, LLC 2025 Q4 2/12/2026
Varde Management, L.P. 2025 Q4 2/12/2026
Sandhill Capital Partners LLC 2025 Q4 2/12/2026
Turiya Advisors Asia Ltd 2025 Q4 2/12/2026
Litman Gregory Wealth Management LLC 2025 Q4 2/12/2026
RWA WEALTH PARTNERS, LLC 2025 Q4 2/12/2026
Hudock, Inc. 2025 Q4 2/12/2026
Granite Investment Partners, LLC 2025 Q4 2/12/2026
Glaxis Capital Management, LLC 2025 Q4 2/12/2026
Hilton Capital Management, LLC 2025 Q4 2/12/2026
Richmond Brothers, Inc. 2025 Q4 2/12/2026
South Dakota Investment Council 2025 Q4 2/12/2026
FineMark National Bank & Trust 2025 Q4 2/12/2026
LBMC INVESTMENT ADVISORS, LLC 2025 Q4 2/12/2026
BAROMETER CAPITAL MANAGEMENT INC. 2025 Q4 2/12/2026
Banco BTG Pactual S.A. 2025 Q4 2/12/2026
Andra AP-fonden 2025 Q4 2/12/2026
Skandinaviska Enskilda Banken AB (publ) 2025 Q4 2/12/2026
CSU Producer Resources, Inc. 2025 Q4 2/12/2026
MetLife Investment Management, LLC 2025 Q4 2/12/2026
AKUNA SECURITIES LLC 2025 Q4 2/12/2026
AFFINITY INVESTMENT ADVISORS, LLC 2025 Q4 2/12/2026
SWISS RE LTD 2025 Q4 2/12/2026
Stelac Advisory Services LLC 2025 Q4 2/12/2026
Arbiter Partners Capital Management LLC 2025 Q4 2/12/2026
First Western Trust Bank 2025 Q4 2/12/2026
SPROTT INC. 2025 Q4 2/12/2026
Mizuho Bank, Ltd. 2025 Q4 2/12/2026
Kepos Capital LP 2025 Q4 2/12/2026
Informed Momentum Co LLC 2025 Q4 2/12/2026
AXON CAPITAL LP 2025 Q4 2/12/2026
Drexel Morgan & Co. 2025 Q4 2/12/2026
Pacifica Capital Investments, LLC 2025 Q4 2/12/2026
TCTC Holdings, LLC 2025 Q4 2/12/2026
JBF Capital, Inc. 2025 Q4 2/12/2026
DRW Securities, LLC 2025 Q4 2/12/2026
Johnson Financial Group, Inc. 2025 Q4 2/12/2026