Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Walmart Inc. 2026 Q1 5/8/2026
GILEAD SCIENCES, INC. 2026 Q1 5/8/2026
CURTIS WEALTH MANAGEMENT LLC 2026 Q1 5/8/2026
AAF Wealth Management, LLC 2026 Q1 5/8/2026
LOS ANGELES CAPITAL MANAGEMENT LLC 2026 Q1 5/8/2026
BG Investment Services, LLC 2026 Q1 5/8/2026
Schrum Private Wealth Management LLC 2026 Q1 5/8/2026
JPL Wealth Management, LLC 2026 Q1 - RESTATEMENT 5/8/2026
Moors & Cabot, Inc. 2026 Q1 5/8/2026
EagleClaw Capital Managment, LLC 2026 Q1 5/8/2026
OneDigital Investment Advisors LLC 2026 Q1 5/8/2026
DENALI ADVISORS LLC 2026 Q1 5/8/2026
Notis-McConarty Edward 2026 Q1 5/8/2026
ALPS ADVISORS INC 2026 Q1 5/8/2026
TPG Financial Advisors, LLC 2026 Q1 5/8/2026
Stelac Advisory Services LLC 2026 Q1 5/8/2026
Investure, LLC 2026 Q1 5/8/2026
Oath Planning, LLC 2026 Q1 5/8/2026
Seneschal Advisors, LLC 2026 Q1 5/8/2026
Empery Asset Management, LP 2026 Q1 5/8/2026
Hestia Capital Management, LLC 2026 Q1 5/8/2026
Elevation Capital Advisory, LLC 2026 Q1 5/8/2026
Causey Wealth LLC 2025 Q4 5/8/2026
Addison Advisors LLC 2026 Q1 5/8/2026
AMERICAN INTERNATIONAL GROUP, INC. 2026 Q1 5/8/2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2026 Q1 5/8/2026
America First Investment Advisors, LLC 2026 Q1 5/8/2026
TSG Consumer Partners LP 2026 Q1 5/8/2026
Hardworking Capital Advisors, LLC 2026 Q1 5/8/2026
SW Investment Management LLC 2026 Q1 5/8/2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2026 Q1 5/8/2026
Freemont Capital Pte Ltd 2026 Q1 5/8/2026
Uber Technologies, Inc 2026 Q1 5/8/2026
Cornerstone Investment Partners, LLC 2026 Q1 5/8/2026
JGP Global Gestao de Recursos Ltda. 2026 Q1 5/8/2026
JACKSON HILL ADVISORS, LLC 2026 Q1 5/8/2026
Boulder Wealth Advisors, LLC 2026 Q1 5/8/2026
JW Asset Management, LLC 2026 Q1 5/8/2026
StrongBox Wealth, LLC 2026 Q1 5/8/2026
Technology Crossover Management XI, Ltd. 2026 Q1 5/8/2026
Retirement Planning Co of New England, Inc. 2026 Q1 5/8/2026
BLAIR WILLIAM & CO/IL 2026 Q1 5/8/2026
Cornerstone Advisors, LLC 2026 Q1 5/8/2026
Fidelity National Financial, Inc. 2026 Q1 5/8/2026
Cornerstone Financial Management LLC 2026 Q1 5/8/2026
PB INVESTMENT PARTNERS, L.P. 2026 Q1 5/8/2026
REGENERON PHARMACEUTICALS, INC. 2026 Q1 5/8/2026
Deseret Mutual Benefit Administrators 2026 Q1 5/8/2026
Wallace Hart LLC 2026 Q1 5/8/2026
M1 Capital Management LLC 2026 Q1 5/8/2026
COMPASS CAPITAL CORP /MA/ /ADV 2026 Q1 5/8/2026
Technology Crossover Management VIII, Ltd. 2026 Q1 5/8/2026
Mystic Asset Management, Inc. 2026 Q1 5/8/2026
Technology Crossover Management IX, Ltd. 2026 Q1 5/8/2026
Technology Crossover Management X, Ltd. 2026 Q1 5/8/2026
INTEGRATED WEALTHCARE, LLC 2026 Q1 5/8/2026
HFG Advisors, Inc. 2026 Q1 5/8/2026
GARDNER LEWIS ASSET MANAGEMENT L P 2026 Q1 5/8/2026
REICON WEALTH ADVISORS, LLC 2026 Q1 5/8/2026
NCP Inc. 2026 Q1 5/8/2026
Rheos Capital Works Inc. 2026 Q1 5/8/2026
Fore Capital, LLC 2026 Q1 5/8/2026
Compass Financial Group, Inc. (Ohio) 2026 Q1 5/8/2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 2026 Q1 5/8/2026
Paulson Wealth Management Inc. 2026 Q1 5/8/2026
First Affirmative Financial Network 2026 Q1 5/8/2026
Birchcreek Wealth Management, LLC 2026 Q1 5/8/2026
Gigafund Management Company, LLC 2026 Q1 5/8/2026
VANGUARD MARKETING CORPORATION 2026 Q1 5/8/2026
Vanguard National Trust Co 2026 Q1 5/8/2026
VANGUARD ASSET MANAGEMENT, Ltd 2026 Q1 5/8/2026
Vanguard Global Advisers, LLC 2026 Q1 5/8/2026
VANGUARD CAPITAL MANAGEMENT LLC 2026 Q1 5/8/2026
VANGUARD PORTFOLIO MANAGEMENT LLC 2026 Q1 5/8/2026
VANGUARD FIDUCIARY TRUST CO 2026 Q1 5/8/2026
Vanguard Investments Australia, Ltd. 2026 Q1 5/8/2026
Firestone Capital Management 2026 Q1 5/8/2026
MPS Loria Financial Planners, LLC 2026 Q1 5/8/2026
SPROTT INC. 2026 Q1 5/8/2026
ALLEN WEALTH MANAGEMENT, LLC 2026 Q1 5/8/2026
MARCO INVESTMENT MANAGEMENT LLC 2026 Q1 5/8/2026
SANDS CAPITAL MANAGEMENT, LLC 2026 Q1 5/8/2026
AVISO WEALTH MANAGEMENT 2026 Q1 5/8/2026
First National Advisers, LLC 2026 Q1 5/8/2026
VANGUARD ADVISERS INC 2026 Q1 5/8/2026
Sands Capital Alternatives, LLC 2026 Q1 5/8/2026
Glassy Mountain Advisors, Inc. 2026 Q1 5/8/2026
Generation Capital Management LLC 2026 Q1 5/8/2026
CM WEALTH ADVISORS LLC 2026 Q1 5/8/2026
Horizon Family Wealth, Inc. 2026 Q1 5/8/2026
Curtis Advisory Group, LLC 2026 Q1 5/8/2026
North Dakota State Investment Board 2026 Q1 5/8/2026
Tillman Hartley LLC 2026 Q1 5/8/2026
JPL Wealth Management, LLC 2026 Q1 5/8/2026
Urban Financial Advisory Corp 2026 Q1 5/8/2026
Entruity Wealth, LLC 2026 Q1 5/8/2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC 2026 Q1 5/8/2026
GOANNA CAPITAL MANAGEMENT LLC 2026 Q1 5/8/2026
Tandem Financial, LLC 2026 Q1 5/8/2026
Aspen Wealth Strategies, LLC 2026 Q1 5/8/2026