Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
CLARK ESTATES INC/NY 2025 Q4 2/12/2026
FEDERATED HERMES, INC. 2025 Q4 2/12/2026
MARSICO CAPITAL MANAGEMENT LLC 2025 Q4 2/12/2026
Artal Group S.A. 2025 Q4 2/12/2026
SNYDER CAPITAL MANAGEMENT L P 2025 Q4 2/12/2026
IES Holdings, Inc. 2025 Q4 2/12/2026
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 2025 Q4 2/12/2026
NEW SOUTH CAPITAL MANAGEMENT INC 2025 Q4 2/12/2026
WELCH CAPITAL PARTNERS LLC/NY 2025 Q4 2/12/2026
AMERICAN FINANCIAL GROUP INC 2025 Q4 2/12/2026
KAHN BROTHERS GROUP INC 2025 Q4 2/12/2026
PARADIGM CAPITAL MANAGEMENT INC/NY 2025 Q4 2/12/2026
RENAISSANCE TECHNOLOGIES LLC 2025 Q4 2/12/2026
POLEN CAPITAL MANAGEMENT LLC 2025 Q4 2/12/2026
BANC FUNDS CO LLC 2025 Q4 2/12/2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. 2025 Q4 2/12/2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2025 Q4 2/12/2026
BRADLEY FOSTER & SARGENT INC/CT 2025 Q4 2/12/2026
GENEVA CAPITAL MANAGEMENT LLC 2025 Q4 2/12/2026
Sand Hill Global Advisors, LLC 2025 Q4 2/12/2026
COMPASS CAPITAL MANAGEMENT, INC 2025 Q4 2/12/2026
DEUTSCHE BANK AG\ 2025 Q4 2/11/2026
RENAISSANCE GROUP LLC 2025 Q4 2/11/2026
HEARTLAND ADVISORS INC 2025 Q4 2/11/2026
DOHENY ASSET MANAGEMENT /CA 2025 Q4 2/11/2026
GLOBEFLEX CAPITAL L P 2025 Q4 2/11/2026
HIGHBRIDGE CAPITAL MANAGEMENT LLC 2025 Q4 2/11/2026
American Beacon Advisors, Inc. 2025 Q4 2/11/2026
PRUDENTIAL PLC 2025 Q4 2/11/2026
PPM AMERICA INC/IL 2025 Q4 2/11/2026
Capital International, Inc./CA/ 2025 Q4 2/11/2026
MIRAE ASSET SECURITIES (USA) INC. 2025 Q4 2/11/2026
MARVIN & PALMER ASSOCIATES INC 2025 Q4 2/11/2026
DELPHI FINANCIAL GROUP, INC. 2025 Q4 2/11/2026
Brandywine Global Investment Management, LLC 2025 Q4 2/11/2026
DONALD SMITH & CO., INC. 2025 Q4 2/11/2026
MEEDER ASSET MANAGEMENT INC 2025 Q4 2/11/2026
FIDUCIARY MANAGEMENT INC /WI/ 2025 Q4 2/11/2026
SouthState Bank Corp 2025 Q4 2/11/2026
PRIMECAP MANAGEMENT CO/CA/ 2025 Q4 2/11/2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2025 Q4 2/11/2026
NEW YORK LIFE INSURANCE CO 2025 Q4 2/11/2026
HORIZON BANCORP INC /IN/ 2025 Q4 2/11/2026
FRANKLIN RESOURCES INC 2025 Q4 2/11/2026
FIRST AMERICAN TRUST, FSB 2025 Q4 2/11/2026
MCRAE CAPITAL MANAGEMENT INC 2025 Q4 2/11/2026
REGENTS OF THE UNIVERSITY OF CALIFORNIA 2025 Q4 2/11/2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 2025 Q4 2/11/2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 2025 Q4 2/11/2026
BP PLC 2025 Q4 2/11/2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC 2025 Q4 2/11/2026
MEKETA INVESTMENT GROUP INC /ADV 2025 Q4 2/11/2026
LOWE BROCKENBROUGH & CO INC 2025 Q4 2/11/2026
Sunrise Financial Services, LLC 2025 Q4 2/11/2026
LCW Services, LLC 2025 Q4 2/11/2026
Johnson Wealth Management, LLC 2025 Q4 2/11/2026
Platform Wealth Management, LLC 2025 Q4 2/11/2026
Eurizon Asset Management Hungary Ltd. 2025 Q4 2/11/2026
Prism Planning Partners LLC 2025 Q4 2/11/2026
Value Investment Professionals, LLC 2025 Q4 2/11/2026
E&R Wealth Management, LLC 2025 Q4 2/11/2026
Hilton Head Capital Partners, LLC 2025 Q4 2/11/2026
RM Financial Services, LLC 2025 Q4 2/11/2026
Artesa Financial Group, LLC 2025 Q4 2/11/2026
Petersen Hastings Wealth Advisors Inc. 2025 Q4 2/11/2026
Entelevest, LLC 2025 Q4 2/11/2026
Kilner Capital Advisors, LLC 2025 Q4 2/11/2026
Arsenal Capital Advisors LLC 2025 Q4 2/11/2026
CURTIS WEALTH MANAGEMENT LLC 2025 Q4 2/11/2026
Omnitrust Wealth Management, Inc 2025 Q4 2/11/2026
Tencap Wealth Coaching, LLC 2025 Q4 2/11/2026
VMS Asset Management Limited 2025 Q4 2/11/2026
DB&C Advisors, LLC 2025 Q4 2/11/2026
Lalia Capital, LLC 2025 Q4 2/11/2026
Fortune Financial Group, Inc. 2025 Q4 2/11/2026
Deltroit Asset Management (UK) LLP 2025 Q4 2/11/2026
Closed-End Fund Advisors, Inc. 2025 Q4 2/11/2026
Clarity Retirement & Wealth, LLC 2025 Q4 2/11/2026
PBU - The Pension Fund of Early Childhood & Youth Educators 2025 Q4 2/11/2026
AGAVE CAPITAL MANAGEMENT Ltd 2025 Q4 2/11/2026
MILLBANK DARTMOOR PORTSMOUTH LLC 2025 Q4 2/11/2026
Signet Private Wealth LLC 2025 Q4 2/11/2026
FORMULATE FINANCIAL LLC 2025 Q4 2/11/2026
PINEBRIDGE INVESTMENTS LLC 2025 Q4 2/11/2026
United Financial Planning Group LLC 2025 Q4 2/11/2026
Gaddis Premier Wealth Advisors LLC 2025 Q4 2/11/2026
Napier Financial, LLC 2025 Q4 2/11/2026
Westerkirk Capital Inc. 2025 Q4 2/11/2026
WINNOW WEALTH LLC 2025 Q4 2/11/2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2025 Q4 2/11/2026
Valtrion Capital Management, LLC 2025 Q4 2/11/2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2025 Q4 2/11/2026
VVR Holdings LLC 2025 Q4 2/11/2026
Myriad Asset Management Advisors LLC 2025 Q4 2/11/2026
Mascagni Wealth Management, Inc. 2025 Q4 2/11/2026
111 Capital 2025 Q4 2/11/2026
Wills Financial Group LLC 2025 Q4 2/11/2026
Total Wealth Planning & Management, Inc. 2025 Q4 2/11/2026
GILPIN WEALTH MANAGEMENT, LLC 2025 Q4 2/11/2026
LIBERTY SQUARE WEALTH PARTNERS LLC 2025 Q4 2/11/2026