Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
SMITH, MOORE & CO. 2026 Q1 5/5/2026
Varma Mutual Pension Insurance Co 2026 Q1 5/5/2026
Legacy CG, LLC 2026 Q1 5/5/2026
Altium Investment Strategies LLC 2026 Q1 5/5/2026
Financial Concepts Unlimited, Inc. 2026 Q1 5/5/2026
Rollins Financial Advisors, LLC 2026 Q1 5/5/2026
Privium Fund Management B.V. 2026 Q1 5/5/2026
Blue Water Asset Management 2026 Q1 5/5/2026
Alta Fundamental Advisers LLC 2026 Q1 5/5/2026
Privium Fund Management (UK) Ltd 2026 Q1 5/5/2026
Duncan Williams Asset Management, LLC 2026 Q1 5/5/2026
UBS Group AG 2026 Q1 5/5/2026
OFI INVEST ASSET MANAGEMENT 2026 Q1 5/5/2026
MCDANIEL TERRY & CO 2026 Q1 5/5/2026
Plante Moran Financial Advisors, LLC 2026 Q1 5/5/2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2026 Q1 5/5/2026
Cherry Tree Wealth Management, LLC 2026 Q1 5/5/2026
Net Worth Advisory Group 2026 Q1 5/5/2026
Williams Jones Wealth Management, LLC. 2026 Q1 5/5/2026
Altrius Capital Management Inc 2026 Q1 5/5/2026
4J Wealth Management LLC 2026 Q1 5/5/2026
Fisher Asset Management, LLC 2026 Q1 5/5/2026
ANTIPODES PARTNERS Ltd 2026 Q1 5/5/2026
JENSEN INVESTMENT MANAGEMENT INC 2026 Q1 5/5/2026
MJP ASSOCIATES INC /ADV 2026 Q1 5/5/2026
Landing Point Financial Group, LLC 2026 Q1 5/5/2026
Leo Wealth, LLC 2026 Q1 5/5/2026
Holistic Financial Partners 2026 Q1 5/5/2026
Aikya Investment Management Ltd 2026 Q1 5/5/2026
CapWealth Advisors, LLC 2026 Q1 5/5/2026
Trail Ridge Investment Advisors, LLC 2026 Q1 5/5/2026
Alan B Lancz & Associates, Inc. 2026 Q1 5/5/2026
Zeit Capital LLC 2026 Q1 5/5/2026
CenterBook Partners LP 2026 Q1 5/5/2026
Eukles Asset Management 2026 Q1 5/5/2026
Capital Investment Advisory Services, LLC 2026 Q1 5/5/2026
Gilbert & Cook, Inc. 2026 Q1 5/5/2026
Generations Wealth, LLC 2026 Q1 5/5/2026
Grey Rock Energy Management, LLC 2026 Q1 5/5/2026
KEYVANTAGE WEALTH, LLC 2026 Q1 5/5/2026
Generali Asset Management SPA SGR 2026 Q1 5/5/2026
HC Advisors, LLC 2026 Q1 5/5/2026
MADDEN SECURITIES Corp 2026 Q1 5/5/2026
LUTS & GREENLEIGH GROUP, INC. 2026 Q1 5/5/2026
Mandatum Life Insurance Co Ltd 2026 Q1 5/5/2026
SouthState Bank Corp 2026 Q1 5/5/2026
SIGNET FINANCIAL MANAGEMENT, LLC 2026 Q1 5/5/2026
Mass General Brigham, Inc 2026 Q1 5/5/2026
BlueChip Wealth Advisors LLC 2026 Q1 5/5/2026
ARCH CAPITAL GROUP LTD. 2026 Q1 5/5/2026
M3 Wealth Management, LLC 2025 Q4 - RESTATEMENT 5/5/2026
Sanctuary Advisors, LLC 2026 Q1 5/5/2026
Zweig-DiMenna Associates LLC 2026 Q1 5/5/2026
Katamaran Capital LLP 2026 Q1 5/5/2026
MERIDIAN MANAGEMENT CO 2026 Q1 5/5/2026
M3 Wealth Management, LLC 2026 Q1 5/5/2026
OPINICUS CAPITAL, INC. 2026 Q1 5/5/2026
FIDUCIARY COUNSELLING INC 2026 Q1 5/5/2026
Advisors Preferred, LLC 2026 Q1 5/5/2026
Black Diamond Financial, LLC 2026 Q1 5/5/2026
Coquina Private Wealth LLC 2026 Q1 5/5/2026
PRAIRIEVIEW WEALTH PARTNERS, LLC 2026 Q1 5/5/2026
Mirabaud & Cie SA 2026 Q1 5/5/2026
Midwestern Financial, LLC /IA 2026 Q1 5/5/2026
Portfolio Strategies, Inc. 2026 Q1 5/5/2026
Settian Capital LP 2026 Q1 5/5/2026
Sandy Cove Advisors, LLC 2026 Q1 5/5/2026
Beacon Bridge Wealth Partners, LLC 2026 Q1 5/5/2026
Truxt Investmentos Ltda. 2026 Q1 5/5/2026
Mount Lucas Management LP 2026 Q1 5/5/2026
Crestwood Advisors Group, LLC 2026 Q1 5/5/2026
Progressive Investment Management Corp 2026 Q1 5/5/2026
Napier Financial, LLC 2026 Q1 5/5/2026
Western Standard LLC 2026 Q1 5/5/2026
Local Pensions Partnership Investment Ltd 2026 Q1 5/5/2026
WEDGEWOOD INVESTORS INC /PA/ 2026 Q1 5/5/2026
Jackson Creek Investment Advisors LLC 2026 Q1 5/5/2026
MARINER INVESTMENT GROUP LLC 2026 Q1 5/5/2026
Eos Management, L.P. 2026 Q1 5/5/2026
Freedom Day Solutions, LLC 2026 Q1 5/5/2026
Advisory Advocates, LLC 2025 Q4 5/5/2026
93 Financial Group, LLC 2026 Q1 5/5/2026
State of New Jersey Common Pension Fund D 2026 Q1 5/5/2026
CORRECT CAPITAL WEALTH MANAGEMENT 2026 Q1 5/5/2026
Covestor Ltd 2026 Q1 5/5/2026
Cedarwood Wealth LLC 2026 Q1 5/5/2026
Bank Julius Baer & Co. Ltd, Zurich 2026 Q1 5/5/2026
Torrey-Payne Wealth Management, LLC 2026 Q1 5/5/2026
Burkett Asset Management Ltd 2026 Q1 5/5/2026
Price Capital Management, Inc. 2026 Q1 5/5/2026
STOREBRAND ASSET MANAGEMENT AS 2026 Q1 5/5/2026
BLUEDOOR PRIVATE WEALTH, LLC 2026 Q1 5/5/2026
Solutions 4 Wealth, Ltd 2026 Q1 5/5/2026
SALZHAUER MICHAEL 2026 Q1 5/5/2026
STRATEGIC INVESTMENT MANAGEMENT, LLC 2026 Q1 5/5/2026
Donalies Financial Planning, LLC 2026 Q1 5/5/2026
WINSLOW ASSET MANAGEMENT INC 2026 Q1 5/5/2026
Gruss & Co., LLC 2026 Q1 5/5/2026
Advisory Advocates, LLC 2026 Q1 5/5/2026
Aisling Capital Management LP 2026 Q1 5/5/2026