Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Eurizon Asset Management Hungary Ltd. 2026 Q1 5/7/2026
swisspartners Advisors Ltd 2026 Q1 5/7/2026
TimesSquare Capital Management, LLC 2026 Q1 5/7/2026
Missouri Education Pension Trust 2026 Q1 5/6/2026
Eaton-Cambridge Inc. 2026 Q1 5/6/2026
GREENWOOD GEARHART LLC 2026 Q1 5/6/2026
Decker Wealth Management LLC 2026 Q1 5/6/2026
Nelson Capital Management, LLC 2026 Q1 5/6/2026
Pekin Hardy Strauss, Inc. 2026 Q1 5/6/2026
Lisanti Capital Growth, LLC 2026 Q1 5/6/2026
ProVise Management Group, LLC 2026 Q1 5/6/2026
TANDEMGROWTH FINANCIAL ADVISORS LLC 2026 Q1 5/6/2026
MorganRosel Wealth Management, LLC 2026 Q1 5/6/2026
Alexander Randolph Advisory, Inc. 2026 Q1 5/6/2026
Bonfire Financial 2026 Q1 5/6/2026
Topel & Distasi Wealth Management, LLC 2026 Q1 5/6/2026
PANORAMIC INVESTMENT ADVISORS, LLC 2026 Q1 5/6/2026
Mizuho Securities Co. Ltd. 2026 Q1 5/6/2026
Fiduciary Wealth Partners, LLC 2026 Q1 5/6/2026
Berkeley Capital Partners, LLC 2026 Q1 5/6/2026
TERRIL BROTHERS, INC. 2026 Q1 5/6/2026
CKW FINANCIAL GROUP 2026 Q1 5/6/2026
Vericrest Private Wealth 2026 Q1 5/6/2026
OFC FINANCIAL PLANNING, LLC 2026 Q1 5/6/2026
Groupe Bruxelles Lambert 2026 Q1 5/6/2026
Magnolia Wealth Management, LLC 2026 Q1 5/6/2026
MASON STREET ADVISORS, LLC 2026 Q1 5/6/2026
Latigo Investments, LLC 2026 Q1 5/6/2026
CONWAY CAPITAL MANAGEMENT, INC. 2026 Q1 5/6/2026
All-Stars Investment Ltd 2026 Q1 5/6/2026
IvyRock Asset Management (HK) Ltd 2026 Q1 5/6/2026
OPTIMAS CAPITAL Ltd 2026 Q1 5/6/2026
Everest Management Corp. 2026 Q1 5/6/2026
Penn Capital Management Company, LLC 2026 Q1 5/6/2026
SP Asset Management LLC 2026 Q1 5/6/2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2026 Q1 5/6/2026
Gerber Kawasaki Wealth & Investment Management 2026 Q1 5/6/2026
Virtus Family Office LLC 2026 Q1 5/6/2026
Lexington Partners L.P. 2026 Q1 5/6/2026
Quadrant Private Wealth Management, LLC 2026 Q1 5/6/2026
Euro Pacific Asset Management, LLC 2026 Q1 5/6/2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC 2026 Q1 5/6/2026
BARTLETT & CO. WEALTH MANAGEMENT LLC 2026 Q1 5/6/2026
ECLIPSE OPERATIONS, LLC 2026 Q1 5/6/2026
Watershed Asset Management, L.L.C. 2026 Q1 5/6/2026
Kesler, Norman & Wride, LLC 2026 Q1 5/6/2026
Ranch Capital Advisors Inc. 2026 Q1 5/6/2026
MTM Investment Management, LLC 2026 Q1 5/6/2026
Sterling Financial Planning, Inc. 2026 Q1 5/6/2026
Freemont Management S.A. 2026 Q1 5/6/2026
GERMAN AMERICAN BANCORP, INC. 2026 Q1 5/6/2026
GatePass Capital, LLC 2026 Q1 5/6/2026
Pavion Blue Capital, LLC 2026 Q1 5/6/2026
True Wind Capital Management, L.P. 2026 Q1 5/6/2026
Annis Gardner Whiting Capital Advisors, LLC 2026 Q1 5/6/2026
McAlvany Wealth Management LLC 2026 Q1 - RESTATEMENT 5/6/2026
Aurora Investment Counsel 2026 Q1 5/6/2026
Aviance Capital Partners, LLC 2026 Q1 5/6/2026
JENNISON ASSOCIATES LLC 2026 Q1 5/6/2026
BENNINGFIELD FINANCIAL ADVISORS, LLC 2026 Q1 5/6/2026
Cabot-Wellington, LLC 2026 Q1 5/6/2026
CEERA INVESTMENTS, LLC 2026 Q1 5/6/2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2026 Q1 5/6/2026
Dorsey Wright & Associates 2026 Q1 5/6/2026
IMA Advisory Services, Inc. 2026 Q1 5/6/2026
ANB BANK 2026 Q1 5/6/2026
Tandem Wealth Advisors LLC 2026 Q1 5/6/2026
WealthTrust Asset Management, LLC 2026 Q1 5/6/2026
Arjuna Capital 2026 Q1 5/6/2026
Audent Global Asset Management, LLC 2026 Q1 5/6/2026
Galileo (PTC) Ltd 2026 Q1 5/6/2026
Ascent Wealth Partners, LLC 2026 Q1 5/6/2026
Crescent Grove Advisors, LLC 2026 Q1 5/6/2026
Laidlaw Wealth Management LLC 2026 Q1 5/6/2026
Hershey Financial Advisers, LLC 2026 Q1 5/6/2026
Stilwell Value LLC 2026 Q1 5/6/2026
Orland Properties Ltd 2026 Q1 5/6/2026
PACES FERRY WEALTH ADVISORS, LLC 2026 Q1 5/6/2026
HEARTLAND ADVISORS INC 2026 Q1 5/6/2026
Kinsale Capital Group, Inc. 2026 Q1 5/6/2026
Finhabits Advisors LLC 2026 Q1 5/6/2026
Roubaix Capital, LLC 2026 Q1 5/6/2026
Mediolanum International Funds Ltd 2026 Q1 5/6/2026
Performa Ltd (US), LLC 2026 Q1 5/6/2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 2026 Q1 5/6/2026
Legacy Wealth Advisors, LLC 2026 Q1 5/6/2026
Windward Private Wealth Management Inc. 2026 Q1 5/6/2026
Sparta 24 Ltd. 2026 Q1 5/6/2026
Drystone LLC 2026 Q1 5/6/2026
White & Co Financial Planning Inc 2026 Q1 5/6/2026
Spartan Wealth Advisory Services LLC 2026 Q1 5/6/2026
SPX Gestao de Recursos Ltda 2026 Q1 5/6/2026
PALLADIEM, LLC 2026 Q1 5/6/2026
DURANTE & WATERS, LLC 2026 Q1 5/6/2026
Arcus Capital Partners, LLC 2026 Q1 5/6/2026
Morling Financial Advisors, LLC 2026 Q1 5/6/2026
ADVISORTRUST PARTNERS, LLC 2026 Q1 5/6/2026
Arcus Capital Partners, LLC 2025 Q4 5/6/2026
Juno Financial Group LLC 2026 Q1 5/6/2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2026 Q1 5/6/2026