Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Cornerstone Financial Group, LLC /NE/ 2025 Q4 2/11/2026
Oak Wealth Advisors LLC 2025 Q4 2/11/2026
LeClair Wealth Partners LLC 2025 Q4 2/11/2026
Premier Private Wealth Management LLC 2025 Q4 2/11/2026
TT Capital Management LLC 2025 Q4 2/11/2026
Red Tree Management, LLC 2025 Q4 2/11/2026
Vista Cima Wealth Management LLC 2025 Q4 2/11/2026
OneAscent Family Office, LLC 2025 Q4 2/11/2026
United Wealth Management, LLC 2025 Q4 2/11/2026
Victrix Investment Advisors 2025 Q4 2/11/2026
Alteri Wealth LLC 2025 Q4 2/11/2026
Contrarius Group Holdings Ltd 2025 Q4 2/11/2026
Hughes Financial Services, LLC 2025 Q4 2/11/2026
BIT Capital GmbH 2025 Q4 2/11/2026
BLI - Banque de Luxembourg Investments 2025 Q4 2/11/2026
T3 Companies, LLC 2025 Q4 2/11/2026
CONQUIS FINANCIAL LLC 2025 Q4 2/11/2026
Prime Buchholz LLC 2025 Q4 2/11/2026
CURIO WEALTH, LLC 2025 Q4 2/11/2026
Clarity Wealth Development LLC 2025 Q4 2/11/2026
Aspetuck Financial Management LLC 2025 Q4 2/11/2026
Mercuria Capital Strategies, LLC 2025 Q4 2/11/2026
Babb Wealth Advisors LLC 2025 Q4 2/11/2026
SHARPEPOINT LLC 2025 Q4 2/11/2026
Situational Awareness LP 2025 Q4 2/11/2026
Comprehensive Financial Planning, Inc./PA 2025 Q4 2/11/2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2025 Q4 2/11/2026
HOWARD BAILEY SECURITIES, LLC 2025 Q4 2/11/2026
Galilei Investment Office LLP 2025 Q4 2/11/2026
Taylor Hoffman Capital Management LLC 2025 Q4 2/11/2026
Greykasell Wealth Strategies, Inc. 2025 Q4 2/11/2026
Rule One Partners, LLC 2025 Q4 2/11/2026
FLAGSHIP WEALTH ADVISORS, LLC 2025 Q4 2/11/2026
NORTH DALLAS BANK & TRUST CO 2025 Q4 2/11/2026
Convergence Financial, LLC 2025 Q4 2/11/2026
Orion Investment Co 2025 Q4 2/11/2026
Ted Buchan & Co 2025 Q4 2/11/2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2025 Q4 2/11/2026
Strategic Financial Partners, Ltd. 2025 Q4 2/11/2026
Koch, Inc. 2025 Q4 2/11/2026
Explore Capital Management, LLC 2025 Q4 2/11/2026
Explore Capital Management, LLC 2025 Q3 - RESTATEMENT 2/11/2026
Explore Capital Management, LLC 2025 Q2 - RESTATEMENT 2/11/2026
Havemeyer Place LP 2025 Q4 2/11/2026
Landing Point Financial Group, LLC 2025 Q4 2/11/2026
Erste Asset Management GmbH 2025 Q4 2/11/2026
WEALTHGARDEN F.S. LLC 2025 Q4 2/11/2026
Marathon Strategic Advisors, LLC 2025 Q4 2/11/2026
Atlanta Consulting Group Advisors, LLC 2025 Q4 2/11/2026
Arrowroot Family Office, LLC 2025 Q4 2/11/2026
Provident Co of the Employees of the Hebrew University LTD 2025 Q4 2/11/2026
Avise Financial Cooperative, Inc. 2025 Q4 2/11/2026
Clarity Capital Advisors, LLC 2025 Q4 2/11/2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2025 Q4 2/11/2026
Endurance Services Ltd 2025 Q4 2/11/2026
PFC CAPITAL GROUP, INC. 2025 Q4 2/11/2026
MKA Charitable Fund 2025 Q4 2/11/2026
Marest Capital, LLC 2025 Q4 2/11/2026
Portfolio Design Labs, LLC 2025 Q4 2/11/2026
Stonebrook Private Inc. 2025 Q4 2/11/2026
Shared Vision Wealth Group LLC 2025 Q4 2/11/2026
Maestria Partners LLC 2025 Q4 2/11/2026
SYON CAPITAL LLC 2025 Q4 2/11/2026
Etesian Wealth Advisors, Inc. 2025 Q4 2/11/2026
TIAA TRUST, NATIONAL ASSOCIATION 2025 Q4 2/11/2026
Financiere des Professionnels - Fonds d'investissement inc. 2025 Q4 2/11/2026
Disciplina Capital Management LLC 2025 Q4 2/11/2026
Ramirez Asset Management, Inc. 2025 Q4 2/11/2026
Strategic Advocates LLC 2025 Q4 2/11/2026
Employees' Retirement Fund of the City of Fort Worth 2025 Q4 2/11/2026
Nemes Rush Group LLC 2025 Q4 2/11/2026
OneAscent Investment Solutions LLC 2025 Q4 2/11/2026
Dodds Wealth, LLC 2025 Q4 2/11/2026
LTS Liquid Investments LLC 2025 Q4 2/11/2026
Propel Bio Management, LLC 2025 Q4 2/11/2026
Milestone Investment Advisors LLC 2025 Q4 2/11/2026
Gateway Wealth Partners, LLC 2025 Q4 2/11/2026
BANK OF KOREA 2025 Q4 2/11/2026
Compass Wealth Management LLC 2025 Q4 2/11/2026
Ipsen Advisor Group LLC 2025 Q4 2/11/2026
DEEPWATER ASSET MANAGEMENT, LLC 2025 Q4 2/11/2026
Commonwealth Retirement Investments LLC 2025 Q4 2/11/2026
Jessup Wealth Management, Inc 2025 Q4 2/11/2026
JPMORGAN CHASE & CO 2025 Q4 2/11/2026
Daner Wealth Management, LLC 2025 Q4 2/11/2026
Hoxton Planning & Management, LLC 2025 Q4 2/11/2026
Cedar Point Capital Partners, LLC 2025 Q4 2/11/2026
Capital Group Investment Management Pte. Ltd. 2025 Q4 2/11/2026
Coleford Investment Management Ltd. 2025 Q4 2/11/2026
LTG Capital LLC 2025 Q4 2/11/2026
Schwallier Wealth Management LLC 2025 Q4 2/11/2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2025 Q4 2/11/2026
Paragon Private Wealth Management, LLC 2025 Q4 2/11/2026
SFI Advisors, LLC 2025 Q4 2/11/2026
Viewpoint Capital Management LLC 2025 Q4 2/11/2026
ENDEAVOR PRIVATE WEALTH, INC. 2025 Q4 2/11/2026
Passaic Partners LLC 2025 Q4 2/11/2026
Caldwell Investment Management Ltd. 2025 Q4 2/11/2026
Straight Path Wealth Management 2025 Q4 2/11/2026
Mill Capital Management, LLC 2025 Q4 2/11/2026