Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Mercuria Capital Strategies, LLC 2026 Q1 5/6/2026
Florin Court Capital LLP 2026 Q1 5/6/2026
Dunhill Financial, LLC 2026 Q1 5/6/2026
Diversified Portfolios, Inc. 2026 Q1 5/6/2026
INTRUST BANK NA 2026 Q1 5/6/2026
Fort Sheridan Advisors LLC 2026 Q1 5/6/2026
STONERIDGE INVESTMENT PARTNERS LLC 2026 Q1 5/6/2026
EQ LLC 2026 Q1 5/6/2026
KITCHING PARTNERS, LLC 2026 Q1 5/6/2026
Meixler Investment Management, Ltd. 2026 Q1 5/6/2026
Trailhead Planners LLC 2026 Q1 5/6/2026
Shared Vision Wealth Group LLC 2026 Q1 5/6/2026
Heritage Wealth Management, Inc./Texas 2026 Q1 5/6/2026
71 West Capital Partners 2026 Q1 5/6/2026
Broyhill Asset Management, LLC 2026 Q1 5/6/2026
Sound View Wealth Advisors Group, LLC 2026 Q1 5/6/2026
M. Kulyk & Associates, LLC 2026 Q1 5/6/2026
PROFFITT & GOODSON INC 2026 Q1 5/6/2026
Ritter Daniher Financial Advisory LLC / DE 2026 Q1 5/6/2026
Goodman Financial Corp 2026 Q1 5/6/2026
Bauman Advisory Group, LLC 2026 Q1 5/6/2026
Financiere des Professionnels - Fonds d'investissement inc. 2026 Q1 5/6/2026
Kiker Wealth Management, LLC 2026 Q1 5/6/2026
BESSEMER GROUP INC 2026 Q1 5/6/2026
C WorldWide Group Holding A/S 2026 Q1 5/6/2026
WIT Partners Advisory Pte. Ltd. 2026 Q1 5/6/2026
Avalon Trust Co 2026 Q1 5/6/2026
B&I Capital AG 2026 Q1 5/6/2026
JAG CAPITAL MANAGEMENT, LLC 2026 Q1 5/6/2026
Clearstead Trust, LLC 2026 Q1 5/6/2026
Lightrock Netherlands B.V. 2026 Q1 5/6/2026
AFLAC INC 2026 Q1 5/6/2026
Renesas Electronics America Inc. 2026 Q1 5/6/2026
Brown Shipley& Co Ltd 2026 Q1 5/6/2026
AXS Investments LLC 2026 Q1 5/6/2026
Fiscal Wisdom Wealth Management, LLC 2026 Q1 5/6/2026
ANGELES WEALTH MANAGEMENT, LLC 2026 Q1 5/6/2026
Main Street Group, LTD 2026 Q1 5/6/2026
Windmill Hill Asset Management Ltd 2026 Q1 5/6/2026
Graphene Investments SAS 2026 Q1 5/6/2026
BARINGS LLC 2026 Q1 5/6/2026
Brummer Multi-Strategy AB 2026 Q1 5/6/2026
Cryder Capital Partners LLP 2026 Q1 5/6/2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 2026 Q1 5/5/2026
HighMark Wealth Management LLC 2026 Q1 5/5/2026
VISTA CAPITAL PARTNERS, INC. 2026 Q1 5/5/2026
VSM Wealth Advisory, LLC 2026 Q1 5/5/2026
THOMAS STORY & SON LLC 2026 Q1 5/5/2026
My Portfolio Guide, LLC 2026 Q1 5/5/2026
Shengqi Capital (Hong Kong) Ltd 2026 Q1 5/5/2026
Wall Street Financial Group, Inc. 2026 Q1 5/5/2026
Intentional Wealth Strategies, LLC 2026 Q1 5/5/2026
TopTier Wealth Management, LLC 2026 Q1 5/5/2026
Munro Partners 2026 Q1 5/5/2026
TCFG Investment Advisors, LLC 2026 Q1 5/5/2026
AMERICAN FINANCIAL & TAX STRATEGIES INC 2026 Q1 5/5/2026
Prime Capital Management Co Ltd 2026 Q1 5/5/2026
AMICA MUTUAL INSURANCE CO 2026 Q1 5/5/2026
Sherry Group, Inc. 2026 Q1 5/5/2026
Aventura Private Wealth, LLC 2026 Q1 5/5/2026
Prospect Hill Management, LLC 2026 Q1 5/5/2026
Premier Financial Group 2026 Q1 5/5/2026
HughesLittle Investment Management Ltd. 2026 Q1 5/5/2026
GOULD ASSET MANAGEMENT LLC /CA/ 2026 Q1 5/5/2026
Gallacher Capital Management LLC 2026 Q1 5/5/2026
Prospect Financial Group LLC 2026 Q1 5/5/2026
CALDWELL SUTTER CAPITAL, INC. 2026 Q1 5/5/2026
Paradigm Capital Management, LLC/NV 2026 Q1 5/5/2026
BML Capital Management, LLC 2026 Q1 5/5/2026
PeakShares LLC 2026 Q1 5/5/2026
Kingstone Capital Partners Texas, LLC 2026 Q1 5/5/2026
Gallagher Capital Advisors, LLC 2026 Q1 5/5/2026
Vectors Research Management, LLC 2026 Q1 5/5/2026
Ridgeline Wealth Planning, LLC 2026 Q1 5/5/2026
MCMORGAN & CO LLC 2026 Q1 5/5/2026
D.A. DAVIDSON & CO. 2026 Q1 5/5/2026
Garda Capital Partners LP 2026 Q1 5/5/2026
Wealthfront Advisers LLC 2026 Q1 5/5/2026
Rockport Wealth LLC 2026 Q1 5/5/2026
PSG Equity L.L.C. 2026 Q1 5/5/2026
Golden Bell Financial Planning LLC 2026 Q1 5/5/2026
NerdWallet Wealth Partners, LLC 2026 Q1 5/5/2026
Members Advisory Group LLC 2026 Q1 5/5/2026
Navigation Group, LLC 2026 Q1 5/5/2026
REIK & CO., LLC 2026 Q1 5/5/2026
RFG - Bristol Wealth Advisors, LLC 2026 Q1 5/5/2026
SHARPEPOINT LLC 2026 Q1 5/5/2026
Regency Capital Management Inc.\DE 2026 Q1 5/5/2026
Financial Harvest, LLC 2026 Q1 5/5/2026
Linden Rose Investment LLC 2026 Q1 5/5/2026
Evergreen Advisors, LLC 2026 Q1 5/5/2026
NOESIS CAPITAL MANGEMENT CORP 2026 Q1 5/5/2026
Versant Venture Management, LLC 2026 Q1 5/5/2026
Westover Capital Advisors, LLC 2026 Q1 5/5/2026
LANE BROTHERS & CO INC 2026 Q1 5/5/2026
DELTA FINANCIAL ADVISORS LLC 2026 Q1 5/5/2026
Ferguson Johnson Wealth Management Inc 2026 Q1 5/5/2026
Aware Super Pty Ltd as trustee of Aware Super 2026 Q1 5/5/2026
Gaddis Premier Wealth Advisors LLC 2026 Q1 5/5/2026
Helium Advisors LLC 2026 Q1 5/5/2026