Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 7/1/2026.

Manager Period Date filed
CapitalatWork S.A. 2024 Q3 8/7/2026
CapitalatWork S.A. 2024 Q4 8/7/2026
CapitalatWork S.A. 2025 Q1 8/7/2026
ECLIPSE OPERATIONS, LLC 2026 Q2 8/7/2026
Requisite Capital Management, LLC 2026 Q2 8/7/2026
CapitalatWork S.A. 2025 Q2 8/7/2026
CapitalatWork S.A. 2025 Q3 8/7/2026
CapitalatWork S.A. 2025 Q4 8/7/2026
John Boyer, Inc. 2025 Q4 8/7/2026
HANSEATIC MANAGEMENT SERVICES INC 2026 Q2 8/7/2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2026 Q2 8/7/2026
Principle Wealth Partners LLC 2026 Q2 8/7/2026
TRUST CO OF VERMONT 2026 Q2 8/7/2026
RICE HALL JAMES & ASSOCIATES, LLC 2026 Q2 8/7/2026
Phillips Wealth Planners LLC 2026 Q2 8/7/2026
John Boyer, Inc. 2026 Q1 8/7/2026
Lido Advisors, LLC 2026 Q2 8/7/2026
IDG-Accel China Capital GP II Associates Ltd. 2026 Q2 8/7/2026
Sinvest Investments II Ltd. 2026 Q2 8/7/2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2026 Q2 8/7/2026
Buckley Wealth Management, LLC 2026 Q2 8/7/2026
CapitalatWork S.A. 2023 Q4 8/7/2026
BFI Wealth Solutions, LLC 2026 Q2 8/7/2026
RETIREMENT PLANNING GROUP, LLC / NY 2026 Q2 8/7/2026
CapitalatWork S.A. 2024 Q1 8/7/2026
Capital Impact Advisors, LLC 2026 Q2 8/7/2026
Joseph P. Lucia & Associates, LLC 2026 Q2 8/7/2026
CapitalatWork S.A. 2024 Q2 8/7/2026
IDG China Capital Fund III Associates L.P. 2026 Q2 8/7/2026
Tassel Capital Management, Inc. 2026 Q2 8/7/2026
BARINGS LLC 2026 Q2 8/7/2026
Algorithmic Investment Models, LLC 2026 Q2 8/7/2026
TABLEAUX LLC 2026 Q2 8/7/2026
STAGE HARBOR FINANCIAL, LLC 2026 Q2 8/7/2026
IDG-Accel China Capital II Associates L.P. 2026 Q2 8/7/2026
Privium Fund Management B.V. 2026 Q2 8/7/2026
Menard Financial Group LLC 2026 Q2 8/7/2026
GSI Capital Advisors LLC 2026 Q2 8/7/2026
FORSTA AP-FONDEN 2026 Q2 8/7/2026
CVA Family Office, LLC 2026 Q2 8/7/2026
MKP Capital Management, L.L.C. 2026 Q2 8/7/2026
WORLDLY PARTNERS MANAGEMENT, LLC 2026 Q2 8/7/2026
Game Plan Financial Advisors, LLC 2026 Q2 8/7/2026
Niatross Investments Ltd 2026 Q2 8/7/2026
PLANWISER FINANCIAL, LLC 2026 Q2 8/7/2026
IDG China Venture Capital Fund IV Associates L.P. 2026 Q2 8/7/2026
WIREGRASS INVESTMENT MANAGEMENT LLC 2026 Q2 8/7/2026
IDG China Venture Capital Fund V Associates L.P. 2026 Q2 8/7/2026
IDG China Capital Fund GP III Associates Ltd. 2026 Q2 8/7/2026
Tide Cove Capital Partners LLC 2026 Q2 8/7/2026
TENET WEALTH PARTNERS, LLC 2026 Q2 8/7/2026
Axos Invest Inc. 2026 Q2 8/7/2026
ENDEAVOUR CAPITAL ADVISORS INC 2026 Q2 8/7/2026
BML Capital Management, LLC 2026 Q2 8/7/2026
Donoghue Forlines LLC 2026 Q2 8/7/2026
LeConte Wealth Management, LLC 2026 Q2 8/7/2026
Westwood Wealth Management 2026 Q2 8/7/2026
Luminist Capital LLC 2026 Q2 8/7/2026
Paladin Partners, LLC 2026 Q2 8/7/2026
Belfer Management LLC 2026 Q2 8/7/2026
Reliant Wealth Planning 2026 Q2 8/7/2026
W.H. Cornerstone Investments Inc. 2026 Q2 8/7/2026
Guardian Capital, LLC 2026 Q2 8/7/2026
MW ADVISORY, LLC 2026 Q2 8/7/2026
PERSONAL CFO SOLUTIONS, LLC 2026 Q2 8/7/2026
Redwood Financial Network Corp 2026 Q2 8/7/2026
SG Capital Management LLC 2026 Q2 8/7/2026
Edgemoor Investment Advisors, Inc. 2026 Q2 8/7/2026
GPM Growth Investors, Inc. 2026 Q2 8/7/2026
Granite Investment Partners, LLC 2026 Q2 8/7/2026
Versor Investments LP 2026 Q2 8/7/2026
GAINLINE FINANCIAL PARTNERS, LLC 2026 Q2 8/7/2026
BloombergSen Inc. 2026 Q2 8/7/2026
SCP Investment, LP 2026 Q2 8/7/2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2026 Q2 8/7/2026
Unison Asset Management LLC 2026 Q2 8/7/2026
Inlet Private Wealth, LLC 2026 Q2 8/7/2026
STATE STREET CORP 2026 Q2 8/7/2026
Shah Wealth Advisors, LLC 2026 Q2 8/7/2026
Dale Q Rice Investment Management Ltd 2026 Q2 8/7/2026
Beacon Harbor Wealth Advisors, Inc. 2026 Q2 8/7/2026
Monte Financial Group, LLC 2026 Q2 8/7/2026
Beaton Management Co. Inc. 2026 Q2 8/7/2026
MUIRFIELD WEALTH ADVISORS LLC 2026 Q2 8/7/2026
Ciovacco Capital Management LLC 2026 Q2 8/7/2026
MY Wealth Management Inc. 2026 Q2 8/7/2026
Naviter Wealth, LLC 2026 Q2 8/7/2026
BP PLC 2026 Q2 8/7/2026
SILVER OAK SECURITIES, INCORPORATED 2026 Q2 8/7/2026
NOVARE CAPITAL MANAGEMENT LLC 2026 Q2 8/7/2026
MASTER'S WEALTH MANAGEMENT INC. 2026 Q2 8/7/2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC 2026 Q2 8/7/2026
Nordwand Advisors, LLC 2026 Q2 8/7/2026
May Hill Capital, LLC 2026 Q2 8/7/2026
Coyle Financial Counsel LLC 2026 Q2 8/7/2026
MAYPORT, LLC 2026 Q2 8/7/2026
Ethos Financial Group, LLC 2026 Q2 8/7/2026
FengHe Fund Management Pte. Ltd. 2026 Q2 8/7/2026
Meadowbrook Advisors Group, LLC 2026 Q2 8/7/2026
Corundum Group, Inc. 2026 Q2 8/7/2026