Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
BELLEVUE ASSET MANAGEMENT, LLC 2026 Q2 8/4/2026
ADVISORS MANAGEMENT GROUP INC /ADV 2026 Q2 8/4/2026
ARCH CAPITAL GROUP LTD. 2026 Q2 8/4/2026
AMANSA CAPITAL PTE. LTD. 2026 Q2 8/4/2026
RPg Family Wealth Advisory, LLC 2026 Q2 8/4/2026
JEPPSON WEALTH MANAGEMENT, LLC 2026 Q2 8/4/2026
TRANSCEND CAPITAL ADVISORS, LLC 2026 Q2 8/4/2026
ENGLISH CAPITAL MANAGEMENT LLC 2026 Q2 8/4/2026
Garrett Wealth Advisory Group, LLC 2026 Q2 8/4/2026
Alliance Wealth Management Group 2026 Q2 8/4/2026
Evergreen Advisors, LLC 2026 Q2 8/4/2026
JACKSON HILL ADVISORS, LLC 2026 Q2 8/4/2026
Vodafone Ventures Ltd 2026 Q2 8/4/2026
SYM FINANCIAL Corp 2026 Q2 8/4/2026
NOESIS CAPITAL MANGEMENT CORP 2026 Q2 8/4/2026
Mattson Financial Services, LLC 2026 Q2 8/4/2026
FOX RUN MANAGEMENT, L.L.C. 2026 Q2 8/4/2026
Hilton Capital Management, LLC 2026 Q2 8/4/2026
Spectrum Asset Management, Inc. 2026 Q2 8/4/2026
Windward Private Wealth Management Inc. 2026 Q2 8/4/2026
PRINCIPAL FINANCIAL GROUP INC 2026 Q2 8/4/2026
HORIZON BANCORP INC /IN/ 2026 Q2 8/4/2026
Strategic Wealth Investment Group, LLC 2026 Q2 8/4/2026
Westover Capital Advisors, LLC 2026 Q2 8/4/2026
TD PRIVATE CLIENT WEALTH LLC 2026 Q2 8/4/2026
Ravenstone Capital Management Inc. 2026 Q2 8/4/2026
Gaddis Premier Wealth Advisors LLC 2026 Q2 8/4/2026
Community Bank & Trust, Waco, Texas 2026 Q2 8/4/2026
USA FINANCIAL FORMULAS 2026 Q2 8/4/2026
North Dakota State Investment Board 2026 Q2 8/4/2026
TOWERVIEW LLC 2026 Q2 8/4/2026
Juno Financial Group LLC 2026 Q2 8/4/2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2026 Q2 8/4/2026
Declaration Partners LP 2026 Q2 8/4/2026
ACCOUNT MANAGEMENT LLC 2026 Q2 8/4/2026
First Nebraska Trust Co 2010 Q1 8/4/2026
AXON CAPITAL LP 2026 Q2 8/4/2026
Rollins Financial Advisors, LLC 2026 Q2 8/4/2026
CAPE ANN SAVINGS BANK 2026 Q2 8/4/2026
71 West Capital Partners 2026 Q2 8/4/2026
Texas County & District Retirement System 2026 Q2 8/4/2026
Tribridge Partners Financial LLC 2026 Q2 8/4/2026
Summit Wealth Group, LLC 2026 Q2 8/4/2026
STEINBERGANNA WEALTH MANAGEMENT 2026 Q2 8/4/2026
INVESTED ADVISORS 2026 Q2 8/4/2026
Investment Research Partners LLC 2026 Q2 8/4/2026
New Paradigm Capital Management, LLC 2026 Q2 8/4/2026
Golden Reserve Retirement LLC 2026 Q2 8/4/2026
AKUNA SECURITIES LLC 2026 Q2 8/4/2026
Joel Isaacson & Co., LLC 2026 Q2 8/4/2026
Veritas Asset Management LLP 2026 Q2 8/4/2026
INVESTMENT PARTNERS, LTD. 2026 Q2 8/4/2026
New England Private Wealth Advisors LLC 2026 Q2 8/4/2026
Arrow Investment Advisors, LLC 2026 Q2 8/4/2026
FAGAN ASSOCIATES, INC. 2026 Q2 8/4/2026
GraniteShares Advisors LLC 2026 Q2 8/4/2026
ENTERPRISE FINANCIAL SERVICES CORP 2026 Q2 8/4/2026
Cascade Financial Partners, LLC 2026 Q2 8/4/2026
Petix & Botte Co 2026 Q2 8/4/2026
Boulay Financial Advisors, LLC 2026 Q2 8/4/2026
First Nebraska Trust Co 2010 Q2 8/4/2026
Armor Investment Advisors, LLC 2026 Q2 8/4/2026
Checchi Capital Advisers, LLC 2026 Q2 8/4/2026
Founders Financial Alliance, LLC 2026 Q2 8/4/2026
VALLEY WEALTH MANAGERS, INC. 2026 Q2 8/4/2026
SP Asset Management LLC 2026 Q2 8/4/2026
McAdam, LLC 2026 Q2 8/4/2026
CORE WEALTH ADVISORS, LLC 2026 Q2 8/4/2026
Broyhill Asset Management, LLC 2026 Q2 - RESTATEMENT 8/4/2026
ADELL HARRIMAN & CARPENTER INC 2026 Q2 8/4/2026
MMA ASSET MANAGEMENT LLC 2026 Q2 8/4/2026
PIER 88 INVESTMENT PARTNERS LLC 2026 Q2 8/4/2026
Grand Central Investment Group 2026 Q2 8/4/2026
Tannin Capital LLC 2026 Q2 8/4/2026
Vawter Financial, Ltd. 2026 Q1 - RESTATEMENT 8/4/2026
Seven Springs Wealth Group, LLC 2026 Q2 8/4/2026
NAVELLIER & ASSOCIATES INC 2026 Q2 8/4/2026
Fairman Group, LLC 2026 Q2 8/4/2026
Attestor Capital Ltd 2026 Q2 8/4/2026
Vawter Financial, Ltd. 2025 Q4 - RESTATEMENT 8/4/2026
Berger Financial Group, Inc 2026 Q2 8/4/2026
Wescott Financial Advisory Group, LLC 2026 Q2 8/4/2026
Huntleigh Advisors, Inc. 2026 Q2 8/4/2026
Commerce Advisors, LLC 2026 Q2 8/4/2026
LeClair Wealth Partners LLC 2026 Q2 8/4/2026
LANDESBANK BADEN-WUERTTEMBERG 2026 Q2 8/4/2026
Viewpoint Capital Management LLC 2026 Q2 8/4/2026
INNEALTA CAPITAL, LLC 2026 Q2 8/4/2026
Beaumont Financial Advisors, LLC 2026 Q2 8/4/2026
Blue Sky Capital Consultants Group, Inc. 2026 Q2 8/4/2026
Gimbal Financial 2026 Q2 8/4/2026
Vawter Financial, Ltd. 2025 Q3 - RESTATEMENT 8/4/2026
NORTHLAND SECURITIES, INC. 2026 Q2 8/4/2026
Signal Advisors Wealth, LLC 2026 Q2 8/4/2026
LOM Asset Management Ltd 2026 Q2 8/4/2026
Banco de Sabadell, S.A 2026 Q2 8/4/2026
Vawter Financial, Ltd. 2025 Q2 - RESTATEMENT 8/4/2026
Brooklyn FI, LLC 2026 Q2 8/4/2026
Daybright Advisory Services, Inc. 2026 Q2 8/4/2026
Fisher Asset Management, LLC 2026 Q2 8/4/2026