Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Declaration Partners LP 2026 Q1 5/11/2026
UNITED BANK 2026 Q1 5/11/2026
Texas Capital Bank Wealth Management Services Inc 2026 Q1 5/11/2026
Retirement Solution LLC 2026 Q1 5/11/2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE 2026 Q1 5/11/2026
Genoa Capital Gestora de Recursos Ltda. 2026 Q1 5/11/2026
North Ground Capital 2026 Q1 5/11/2026
CIGNA INVESTMENTS INC /NEW 2026 Q1 5/11/2026
MUFG SECURITIES AMERICAS INC. 2026 Q1 5/11/2026
CINCINNATI CASUALTY CO 2026 Q1 5/11/2026
HARVEY CAPITAL MANAGEMENT INC 2026 Q1 5/11/2026
CINCINNATI INSURANCE CO 2026 Q1 5/11/2026
Mountain Capital Investment Advisors Inc. 2026 Q1 5/11/2026
CINCINNATI INDEMNITY CO 2026 Q1 5/11/2026
Mattson Financial Services, LLC 2026 Q1 5/11/2026
Cincinnati Specialty Underwriters Insurance CO 2026 Q1 5/11/2026
CSU Producer Resources, Inc. 2026 Q1 5/11/2026
CINCINNATI FINANCIAL CORP 2026 Q1 5/11/2026
BECKER CAPITAL MANAGEMENT INC 2026 Q1 5/11/2026
Accent Capital Management, LLC 2026 Q1 - RESTATEMENT 5/11/2026
WELLS FARGO & COMPANY/MN 2026 Q1 5/11/2026
RV Capital AG 2026 Q1 5/11/2026
OGOREK ANTHONY JOSEPH /NY/ /ADV 2026 Q1 5/11/2026
Accent Capital Management, LLC 2026 Q1 5/11/2026
FOUNDATIONS INVESTMENT ADVISORS, LLC 2026 Q1 5/11/2026
Montanaro Asset Management Ltd 2026 Q1 5/11/2026
Clarendon Private LLC 2026 Q1 5/11/2026
Knights of Columbus Asset Advisors LLC 2026 Q1 5/11/2026
Meridian Wealth Advisors, LLC 2026 Q1 5/11/2026
Tranquilli Financial Advisor LLC 2026 Q1 5/11/2026
STEVENS CAPITAL MANAGEMENT LP 2026 Q1 5/11/2026
Hansen & Associates Financial Group, Inc. 2026 Q1 5/11/2026
Erste Asset Management GmbH 2026 Q1 5/11/2026
COFG Advisors, LLC 2026 Q1 5/11/2026
Rossby Financial, LCC 2026 Q1 5/11/2026
GR FINANCIAL GROUP, LLC 2026 Q1 5/11/2026
Empirical Asset Management, LLC 2026 Q1 5/11/2026
Elo Mutual Pension Insurance Co 2026 Q1 5/11/2026
Atlas Legacy Advisors, LLC 2026 Q1 5/11/2026
BERKSHIRE ASSET MANAGEMENT LLC/PA 2026 Q1 5/11/2026
FIRST FINANCIAL BANKSHARES INC 2026 Q1 5/11/2026
ING GROEP NV 2026 Q1 5/11/2026
Expressive Wealth LLC 2026 Q1 5/11/2026
Catalyst Funds Management Pty Ltd 2026 Q1 5/11/2026
LDR Capital Management LLC 2026 Q1 5/11/2026
TAGStone Capital, Inc. 2026 Q1 5/11/2026
STEINBERG ASSET MANAGEMENT LLC 2026 Q1 5/11/2026
denkapparat Operations GmbH 2026 Q1 5/11/2026
NORGES BANK 2025 Q1 - NEW HOLDINGS 5/11/2026
Phoenix Financial Ltd. 2026 Q1 5/11/2026
Municipal Employees' Retirement System of Michigan 2026 Q1 5/11/2026
Karnit Road Accident Victims Compensation Fund 2026 Q1 5/11/2026
S-Bank Fund Management Ltd 2026 Q1 5/11/2026
HUSSMAN STRATEGIC ADVISORS, INC. 2026 Q1 5/11/2026
Universal- Beteiligungs- und Servicegesellschaft mbH 2026 Q1 5/11/2026
FARLEY CAPITAL L.P. 2026 Q1 5/11/2026
GREENLEA LANE CAPITAL MANAGEMENT, LLC 2026 Q1 5/11/2026
ALLIANZ SE 2026 Q1 5/11/2026
NLB Skladi, upravljanje premozenja, d.o.o. 2026 Q1 5/11/2026
BAILARD, INC. 2026 Q1 5/11/2026
Amitell Capital Pte Ltd 2026 Q1 5/11/2026
Lind Value II ApS 2026 Q1 5/11/2026
MITSUBISHI UFJ FINANCIAL GROUP INC 2026 Q1 5/11/2026
MUFG Bank, Ltd. 2026 Q1 5/11/2026
UniSuper Management Pty Ltd 2026 Q1 5/11/2026
EASTERLY INVESTMENT PARTNERS LLC 2026 Q1 5/11/2026
Yunqi Capital Ltd 2026 Q1 5/11/2026
EVERETT HARRIS & CO /CA/ 2026 Q1 5/8/2026
MSH Capital Advisors LLC 2026 Q1 5/8/2026
FIDUCIENT ADVISORS LLC 2026 Q1 5/8/2026
ZEGA Investments, LLC 2026 Q1 5/8/2026
Troutman Wealth Management, LLC 2026 Q1 5/8/2026
Walleye Capital LLC 2026 Q1 5/8/2026
Walleye Trading LLC 2026 Q1 5/8/2026
Dockside LLC 2026 Q1 5/8/2026
Payne Capital Management, LLC 2026 Q1 5/8/2026
KING LUTHER CAPITAL MANAGEMENT CORP 2026 Q1 5/8/2026
Kidder Stephen W 2026 Q1 5/8/2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2026 Q1 5/8/2026
Accuvest Global Advisors 2026 Q1 5/8/2026
ALTA CAPITAL MANAGEMENT LLC/ 2026 Q1 5/8/2026
Vitruvian Partners LLP 2026 Q1 5/8/2026
BCV Asset Management Inc. 2026 Q1 5/8/2026
Guardian Wealth Management, Inc. 2026 Q1 5/8/2026
INTECH INVESTMENT MANAGEMENT LLC 2026 Q1 5/8/2026
Notis-McConarty Edward 2026 Q1 - RESTATEMENT 5/8/2026
Carlyle Group Inc. 2026 Q1 5/8/2026
AlpInvest Partners B.V. 2026 Q1 5/8/2026
SBI Holdings USA, Inc. 2026 Q1 5/8/2026
MOZAYYX MANAGEMENT LLC 2026 Q1 5/8/2026
Accel Leaders 3 Associates L.P. 2026 Q1 5/8/2026
ENGLISH CAPITAL MANAGEMENT LLC 2026 Q1 5/8/2026
Bruce G. Allen Investments, LLC 2026 Q1 5/8/2026
Accel Growth Fund V Associates L.L.C. 2026 Q1 5/8/2026
Japan Post Holdings Co., Ltd. 2026 Q1 5/8/2026
Accel Leaders 4 Associates L.P. 2026 Q1 5/8/2026
Accel XI Associates L.L.C. 2026 Q1 5/8/2026
Amplify Investments, LLC 2026 Q1 5/8/2026
RIK SAYLOR FINANCIAL, INC. 2026 Q1 5/8/2026
Maple Capital Management, Inc. 2026 Q1 5/8/2026