Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Mullooly Asset Management, Inc. 2025 Q4 2/6/2026
Japan Science & Technology Agency 2025 Q4 2/6/2026
Resona Asset Management Co.,Ltd. 2025 Q4 2/6/2026
Ruedi Wealth Management, Inc. 2025 Q4 2/6/2026
Trajan Wealth LLC 2025 Q4 2/6/2026
Quantum Private Wealth, LLC 2025 Q4 2/6/2026
Aerodigm Wealth, LLC 2025 Q4 2/6/2026
Empirical Asset Management, LLC 2025 Q4 2/6/2026
Accel Leaders 4 Associates L.P. 2025 Q4 2/6/2026
Harvest Portfolios Group Inc. 2025 Q4 2/6/2026
Clientfirst Wealth Management, LLC 2025 Q4 2/6/2026
AXXCESS WEALTH MANAGEMENT, LLC 2025 Q4 2/6/2026
Blackston Financial Advisory Group, LLC 2025 Q4 2/6/2026
Forum Private Client Group LLC 2025 Q4 2/6/2026
REDMONT WEALTH ADVISORS LLC 2025 Q4 2/6/2026
Drystone LLC 2025 Q4 2/6/2026
Xiamen Xinweidachuang Investment Partnership (Limited Partnership) 2025 Q4 2/6/2026
Paradigm Capital Management, LLC/NV 2025 Q4 2/6/2026
Covestor Ltd 2025 Q4 2/6/2026
New Millennium Group LLC 2025 Q4 2/6/2026
Insight Inv LLC 2025 Q4 2/6/2026
Echo45 Advisors LLC 2025 Q4 2/6/2026
REVERENCE CAPITAL PARTNERS, L.P. 2025 Q4 2/6/2026
Orcam Financial Group 2025 Q4 2/6/2026
Morling Financial Advisors, LLC 2025 Q4 2/6/2026
Teramo Advisors, LLC 2025 Q4 2/6/2026
INTEGRAL INVESTMENT ADVISORS, INC. 2025 Q4 2/6/2026
Geometric Wealth Advisors 2025 Q4 2/6/2026
Alan B Lancz & Associates, Inc. 2025 Q4 2/6/2026
Fi3 FINANCIAL ADVISORS, LLC 2025 Q4 2/6/2026
Marathon Asset Management Ltd 2025 Q4 2/6/2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC 2025 Q4 2/6/2026
PINNBROOK CAPITAL MANAGEMENT LP 2025 Q4 2/6/2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2025 Q4 2/6/2026
Ignite Planners, LLC 2025 Q4 2/6/2026
Greenwoods Asset Management Hong Kong Ltd. 2025 Q4 2/6/2026
Red Wave Investments LLC 2025 Q4 2/6/2026
Cadence Wealth Management LLC 2025 Q4 2/6/2026
Orin Green Financial, LLC 2025 Q4 2/6/2026
Elk River Wealth Management LLC 2025 Q4 2/6/2026
Steadview Capital Management LLC 2025 Q4 2/6/2026
Addison Advisors LLC 2025 Q4 2/6/2026
Mach-1 Financial Group, LLC 2025 Q4 2/6/2026
Eagle Health Investments LP 2025 Q4 2/6/2026
WD RUTHERFORD LLC 2025 Q4 2/6/2026
Accel Leaders 3 Associates L.P. 2025 Q4 2/6/2026
Hexagon Capital Partners LLC 2025 Q4 2/6/2026
Windmill Hill Asset Management Ltd 2025 Q4 2/6/2026
MIZUHO MARKETS AMERICAS LLC 2025 Q4 2/6/2026
LOUNTZIS ASSET MANAGEMENT, LLC 2025 Q4 2/6/2026
AF Advisors, Inc. 2025 Q4 2/6/2026
Fortis Group Advisors, LLC 2025 Q4 2/6/2026
Auxano Advisors, LLC 2025 Q4 2/6/2026
Mizuho Markets Cayman LP 2025 Q4 2/6/2026
Verde Capital Management 2025 Q4 2/6/2026
Summit Wealth Group, LLC 2025 Q4 2/6/2026
Lloyd Advisory Services, LLC. 2025 Q4 2/6/2026
CWS Financial Advisors, LLC 2025 Q4 2/6/2026
Great Diamond Partners, LLC 2025 Q4 2/6/2026
One Charles Private Wealth Services, LLC 2025 Q4 2/6/2026
Americana Partners, LLC 2025 Q4 2/6/2026
Banque Cantonale Vaudoise 2025 Q4 2/6/2026
EVOKE WEALTH, LLC 2025 Q4 2/6/2026
DELTA FINANCIAL ADVISORS LLC 2025 Q4 2/6/2026
Technology Crossover Management X, Ltd. 2025 Q4 2/6/2026
Private Wealth Advisors, LLC 2025 Q4 2/6/2026
Keudell/Morrison Wealth Management 2025 Q4 2/6/2026
Hi-Line Capital Management, LLC 2025 Q4 2/6/2026
Accel Growth Fund V Associates L.L.C. 2025 Q4 2/6/2026
Wolff Financial Management LLC 2025 Q4 2/6/2026
Frisch Financial Group, Inc. 2025 Q4 2/6/2026
New World Advisors LLC 2025 Q4 2/6/2026
Hardy Reed LLC 2025 Q4 2/6/2026
Global Retirement Partners, LLC 2025 Q4 2/6/2026
LITTLE HOUSE CAPITAL LLC 2025 Q4 2/6/2026
Watchman Group, Inc. 2025 Q4 2/6/2026
Altium Capital Management LLC 2025 Q4 2/6/2026
CloudAlpha Capital Management Limited/Hong Kong 2025 Q4 2/6/2026
Providence Wealth Advisors, LLC 2025 Q4 2/6/2026
Principle Wealth Partners LLC 2025 Q4 2/6/2026
GABLES CAPITAL MANAGEMENT INC. 2025 Q4 2/6/2026
Lutz Financial Services LLC 2025 Q4 2/6/2026
Vestmark Advisory Solutions, Inc. 2025 Q4 2/6/2026
GPS Wealth Strategies Group, LLC 2025 Q4 2/6/2026
DIAMANT ASSET MANAGEMENT, INC. 2025 Q4 2/6/2026
Larson Financial Group LLC 2025 Q4 2/6/2026
Poehling Capital Management, INC. 2025 Q4 2/6/2026
Midwest Professional Planners, LTD. 2025 Q4 2/6/2026
Maj Invest Holding A/S 2025 Q4 2/6/2026
Cypress Capital, LLC 2025 Q4 2/6/2026
Keystone Financial Group 2025 Q4 2/6/2026
Gradient Capital Advisors, LLC 2025 Q4 2/6/2026
Bluegrass Capital Partners LP 2025 Q4 2/6/2026
AAF Wealth Management, LLC 2025 Q4 2/6/2026
Newport Trust Company, LLC 2025 Q4 2/6/2026
Wendel SE 2025 Q4 2/6/2026
Csenge Advisory Group 2025 Q4 2/6/2026
EverSource Wealth Advisors, LLC 2025 Q4 2/6/2026
Milestone Resources Group Ltd 2025 Q4 2/6/2026
TPG Financial Advisors, LLC 2025 Q4 2/6/2026