Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
MCCARTER PRIVATE WEALTH SERVICES LLC 2026 Q2 8/5/2026
LiftPoint Family Wealth Advisors LLC 2026 Q2 8/5/2026
National Mutual Insurance Federation of Agricultural Cooperatives 2026 Q2 8/5/2026
Cynosure Group, LLC 2026 Q2 8/5/2026
Janney Montgomery Scott LLC 2026 Q2 8/5/2026
Weinberger Asset Management, Inc 2026 Q2 8/5/2026
NICHOLAS COMPANY, INC. 2026 Q2 8/5/2026
Deuterium Capital Management, LLC 2026 Q2 8/5/2026
FIFTH THIRD BANCORP 2026 Q2 8/5/2026
Gridiron Partners, LLC 2026 Q2 8/5/2026
South Street Advisors LLC 2026 Q2 8/5/2026
Beacon Bridge Wealth Partners, LLC 2026 Q2 8/5/2026
DELTA FINANCIAL ADVISORS LLC 2026 Q2 8/5/2026
MONTAG A & ASSOCIATES INC 2026 Q2 8/5/2026
GWN SECURITIES INC. 2026 Q2 8/5/2026
Souders Financial Advisors 2026 Q2 8/5/2026
KBC Group NV 2026 Q2 8/5/2026
TradeLink Capital LLC 2026 Q2 8/5/2026
Thrive Capital Management, LLC 2026 Q2 8/5/2026
LYELL WEALTH MANAGEMENT, LP 2026 Q2 8/5/2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2026 Q2 8/5/2026
Aspiring Ventures, LLC 2026 Q2 8/5/2026
EMPOWER HARVEST MANAGEMENT SERVICES, INC. 2026 Q2 8/5/2026
AFFINITY INVESTMENT ADVISORS, LLC 2026 Q2 8/5/2026
ANCHOR CAPITAL ADVISORS LLC 2026 Q2 8/5/2026
DekaBank Deutsche Girozentrale 2026 Q2 8/5/2026
INSPIRE TRUST CO, N.A. 2026 Q2 8/5/2026
Grant Street Asset Management, Inc. 2026 Q2 8/5/2026
Gryphon Financial Partners LLC 2026 Q2 8/5/2026
MIO Partners, Inc. 2026 Q2 8/5/2026
Pacific Center for Financial Services 2026 Q2 8/5/2026
PMG Wealth Management, Inc. 2026 Q2 8/5/2026
Vested Financial Planning, LLC 2026 Q2 8/5/2026
Seaside Wealth Management, Inc. 2026 Q2 8/5/2026
Cypress Capital Group 2026 Q2 8/5/2026
BG Investment Services, LLC 2026 Q2 8/5/2026
OpenArc Corporate Advisory, LLC 2026 Q2 8/5/2026
ICW Investment Advisors LLC 2026 Q2 8/5/2026
CenterStar Asset Management, LLC 2026 Q2 8/5/2026
Bluebird Wealth Management LLC 2026 Q2 8/5/2026
Paradice Investment Management LLC 2026 Q2 8/5/2026
Mullooly Asset Management, Inc. 2026 Q2 8/5/2026
Williams Jones Wealth Management, LLC. 2026 Q2 8/5/2026
SACKS & ASSOCIATES, LLC 2025 Q4 8/5/2026
SACKS & ASSOCIATES, LLC 2026 Q1 8/5/2026
Nalanda India Equity Fund Ltd 2026 Q2 8/5/2026
Arrow Capital Pty Ltd 2026 Q2 8/5/2026
Bleakley Financial Group, LLC 2026 Q2 8/5/2026
BERKSHIRE ASSET MANAGEMENT LLC/PA 2026 Q2 8/5/2026
Sollinda Capital Management LLC 2026 Q2 8/5/2026
Stanley-Laman Group, Ltd. 2026 Q2 8/5/2026
Collaborative Wealth Managment Inc. 2026 Q2 8/5/2026
FIDUCIARY FAMILY OFFICE, LLC 2026 Q2 8/5/2026
KLINGENSTEIN FIELDS & CO LP 2026 Q2 8/5/2026
SEIZERT CAPITAL PARTNERS, LLC 2026 Q2 8/5/2026
Smithfield Trust Co 2026 Q2 8/5/2026
BIRINYI ASSOCIATES INC 2026 Q2 8/5/2026
AMICA MUTUAL INSURANCE CO 2026 Q2 8/5/2026
SSA SWISS ADVISORS AG 2026 Q2 8/5/2026
Alesco Advisors, LLC, An ESL Co 2026 Q2 8/5/2026
NORDEA INVESTMENT MANAGEMENT AB 2026 Q2 8/5/2026
BANK HAPOALIM BM 2026 Q2 8/5/2026
Yunqi Capital Ltd 2026 Q2 8/5/2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 2026 Q2 8/5/2026
Y.D. More Investments Ltd 2026 Q2 8/5/2026
R Squared Ltd 2026 Q2 8/5/2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2026 Q2 8/5/2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 2026 Q2 8/5/2026
SACKS & ASSOCIATES, LLC 2026 Q2 8/4/2026
Gallagher Capital Advisors, LLC 2026 Q2 8/4/2026
FINANCIAL COUNSELORS INC 2026 Q2 8/4/2026
LFG Wealth Partners, LLC 2026 Q2 8/4/2026
Wedbush Fund Advisers, LLC 2026 Q1 8/4/2026
Eaton Financial Holdings Company, LLC 2026 Q2 8/4/2026
Audent Global Asset Management, LLC 2026 Q2 8/4/2026
Midwest Trust Co 2026 Q2 8/4/2026
VCI Wealth Management LLC 2026 Q2 8/4/2026
Compass Financial Group, INC/SD 2026 Q2 8/4/2026
White Lighthouse Investment Management Inc. 2026 Q2 8/4/2026
AVISO WEALTH MANAGEMENT 2026 Q2 8/4/2026
Gagnon Advisors, LLC 2026 Q2 8/4/2026
GAGNON SECURITIES LLC 2026 Q2 8/4/2026
Blom & Howell Financial Planning, Inc. 2026 Q2 8/4/2026
Caitong International Asset Management Co., Ltd 2026 Q2 8/4/2026
Synergy Financial Group, LTD 2026 Q2 8/4/2026
GLYNN CAPITAL MANAGEMENT LLC 2026 Q2 8/4/2026
Bronte Capital Management Pty Ltd. 2026 Q2 8/4/2026
111 Capital 2026 Q2 8/4/2026
Divco West Real Estate Services, LLC 2026 Q2 8/4/2026
DAIDO LIFE INSURANCE CO 2026 Q2 8/4/2026
Amitell Capital Pte Ltd 2026 Q2 8/4/2026
Flagship Private Wealth, LLC 2026 Q2 8/4/2026
MINDSET WEALTH MANAGEMENT, LLC 2026 Q2 8/4/2026
CARRET ASSET MANAGEMENT, LLC 2026 Q2 8/4/2026
MERIDIAN MANAGEMENT CO 2026 Q2 8/4/2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 2026 Q2 8/4/2026
Fox Financial, Inc 2026 Q2 8/4/2026
Hedeker Wealth, LLC 2026 Q2 8/4/2026
REAP Financial Group, LLC 2026 Q2 8/4/2026
Garda Capital Partners LP 2026 Q2 8/4/2026