Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
DUDLEY CAPITAL MANAGEMENT, LLC 2026 Q1 5/5/2026
Wagner Wealth Management, Corp 2026 Q1 5/5/2026
Willis Investment Counsel 2026 Q1 5/5/2026
CULLEN/FROST BANKERS, INC. 2026 Q1 5/5/2026
SFI Advisors, LLC 2026 Q1 5/5/2026
Aspiring Ventures, LLC 2026 Q1 5/5/2026
Ethos Financial Group, LLC 2026 Q1 5/5/2026
Northstar Financial Companies, Inc. 2026 Q1 5/5/2026
HELIOS CAPITAL MANAGEMENT PTE. LTD 2026 Q1 5/5/2026
Fusion Family Wealth, LLC 2026 Q1 5/5/2026
Aubrey Capital Management Ltd 2026 Q1 5/5/2026
LFA - Lugano Financial Advisors SA 2026 Q1 5/5/2026
Hudson Canyon Capital Management 2026 Q1 5/5/2026
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 2026 Q1 5/5/2026
Livforsakringsbolaget Skandia, Omsesidigt 2026 Q1 5/5/2026
NFSG Corp 2026 Q1 5/5/2026
MASTERINVEST Kapitalanlage GmbH 2026 Q1 5/5/2026
Avanda Investment Management Pte. Ltd. 2026 Q1 5/5/2026
True Light Capital Pte. Ltd. 2026 Q1 5/5/2026
Harel Insurance Investments & Financial Services Ltd. 2026 Q1 5/5/2026
Alta Wealth Advisors LLC 2026 Q1 5/4/2026
LJI Wealth Management, LLC 2026 Q1 5/4/2026
Providence First Trust Co 2026 Q1 5/4/2026
Oasis Advisors, LLC 2026 Q1 5/4/2026
Hexagon Capital Partners LLC 2026 Q1 5/4/2026
Greenspring Advisors, LLC 2026 Q1 5/4/2026
Entelevest, LLC 2026 Q1 5/4/2026
Flaharty Asset Management, LLC 2026 Q1 5/4/2026
OPTIMA CAPITAL LLC 2026 Q1 5/4/2026
5th Street Advisors, LLC 2026 Q1 5/4/2026
Minneapolis Portfolio Management Group, LLC 2026 Q1 5/4/2026
Geneos Wealth Management Inc. 2026 Q1 5/4/2026
N.E.W. Advisory Services LLC 2026 Q1 5/4/2026
ROGCO, LP 2026 Q1 5/4/2026
John A. Wolfe & Associates, Inc. 2026 Q1 5/4/2026
Brickley Wealth Management 2026 Q1 5/4/2026
STUDIO INVESTMENT MANAGEMENT LLC 2026 Q1 5/4/2026
Northcape Capital Pty Ltd 2026 Q1 5/4/2026
Plato Investment Management Ltd 2026 Q1 5/4/2026
FIRETRAIL INVESTMENTS PTY LTD 2026 Q1 5/4/2026
Longitude (Cayman) Ltd. 2026 Q1 5/4/2026
Clarity Asset Management, Inc. 2026 Q1 5/4/2026
Yong Rong (HK) Asset Management Ltd 2026 Q1 5/4/2026
NAN FUNG TRINITY (HK) Ltd 2026 Q1 5/4/2026
MCDONALD CAPITAL INVESTORS INC/CA 2026 Q1 5/4/2026
CHECK CAPITAL MANAGEMENT INC/CA 2026 Q1 5/4/2026
Objective Capital Management, LLC 2026 Q1 5/4/2026
Bryn Mawr Trust Advisors, LLC 2026 Q1 5/4/2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2026 Q1 5/4/2026
Lutz Financial Services LLC 2026 Q1 5/4/2026
NBZ Investment Advisors LLC 2026 Q1 5/4/2026
Bleakley Financial Group, LLC 2026 Q1 5/4/2026
Integrity Wealth Solutions LLC 2026 Q1 5/4/2026
Glassman Wealth Services 2026 Q1 5/4/2026
Mill Capital Management, LLC 2026 Q1 5/4/2026
Mosaic Advisors LLC 2026 Q1 5/4/2026
COGENT STRATEGIC WEALTH LLC 2026 Q1 5/4/2026
1ST SOURCE BANK 2026 Q1 5/4/2026
ADELL HARRIMAN & CARPENTER INC 2026 Q1 5/4/2026
NWAM LLC 2026 Q1 5/4/2026
Arena Capital Advisors, LLC- CA 2026 Q1 5/4/2026
CFO CAPITAL MANAGEMENT LLC 2026 Q1 5/4/2026
RWWM, Inc. 2026 Q1 5/4/2026
ROBERTS GLORE & CO INC /IL/ 2026 Q1 5/4/2026
WEALTHGARDEN F.S. LLC 2026 Q1 5/4/2026
MB Generational Wealth, LLC 2026 Q1 5/4/2026
First National Bank of Hutchinson 2026 Q1 5/4/2026
Checchi Capital Advisers, LLC 2026 Q1 5/4/2026
ABC ARBITRAGE SA 2026 Q1 5/4/2026
Canal Insurance CO 2026 Q1 5/4/2026
Avantax Planning Partners, Inc. 2026 Q1 5/4/2026
Fortress Financial Solutions, LLC 2026 Q1 5/4/2026
Hartford Funds Management Co LLC 2026 Q1 5/4/2026
Broadview Financial Management, LLC 2026 Q1 5/4/2026
Hillsdale Investment Management Inc. 2026 Q1 5/4/2026
FELL CAPITAL MANAGEMENT /ADV 2026 Q1 5/4/2026
Maryland State Retirement & Pension System 2026 Q1 5/4/2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC 2026 Q1 5/4/2026
Sterling Group Wealth Management, LLC 2026 Q1 5/4/2026
MATTERN CAPITAL MANAGEMENT, LLC 2026 Q1 5/4/2026
Retirement Planning Group, LLC 2026 Q1 5/4/2026
EMERALD ADVISERS, LLC 2026 Q1 5/4/2026
AMG National Trust Bank 2026 Q1 5/4/2026
EMERALD MUTUAL FUND ADVISERS TRUST 2026 Q1 5/4/2026
Calamos Advisors LLC 2026 Q1 5/4/2026
Calamos Wealth Management LLC 2026 Q1 5/4/2026
Beckerman Institutional, LLC 2026 Q1 5/4/2026
Milestones Private Investment Advisors LLC 2026 Q1 5/4/2026
Summit Wealth Group, LLC 2026 Q1 5/4/2026
Nicholson Wealth Management Group, LLC 2026 Q1 5/4/2026
TOEWS CORP /ADV 2026 Q1 5/4/2026
Riverpoint Wealth Management Holdings, LLC 2026 Q1 5/4/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2023 Q1 - RESTATEMENT 5/4/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2023 Q1 - NEW HOLDINGS 5/4/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2023 Q2 - RESTATEMENT 5/4/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2023 Q3 - RESTATEMENT 5/4/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2023 Q4 - RESTATEMENT 5/4/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2024 Q1 - RESTATEMENT 5/4/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2024 Q2 - RESTATEMENT 5/4/2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2024 Q3 - RESTATEMENT 5/4/2026