Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
WOLVERINE ASSET MANAGEMENT LLC 2026 Q1 5/4/2026
COOKE & BIELER LP 2026 Q1 5/4/2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 2026 Q1 5/4/2026
Foresight Group Ltd Liability Partnership 2026 Q1 5/4/2026
Copia Wealth Management 2026 Q1 5/4/2026
Concentrum Wealth Management 2026 Q1 5/4/2026
Global View Capital Management LLC 2026 Q1 5/4/2026
Headland Capital, LLC 2026 Q1 5/4/2026
WP Advisors, LLC 2026 Q1 5/4/2026
Mirae Asset Global Investments Co., Ltd. 2026 Q1 5/4/2026
Titiun Yejiel 2026 Q1 5/4/2026
BOYUM WEALTH ARCHITECTS LLC 2026 Q1 5/4/2026
NEW WAVE WEALTH ADVISORS LLC 2026 Q1 5/4/2026
Paragon Advisors, LLC 2026 Q1 5/4/2026
HOURGLASS CAPITAL, LLC 2026 Q1 5/4/2026
VISTA FINANCE, LLC 2026 Q1 5/4/2026
Wealth Forward, LLC 2026 Q1 5/4/2026
Tributary Capital Management, LLC 2026 Q1 5/4/2026
RAM Investment Partners, LLC 2026 Q1 5/4/2026
Syverson Strege & Co 2026 Q1 5/4/2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2026 Q1 5/4/2026
Good Steward Wealth Advisors,LLC 2026 Q1 5/4/2026
Modus Advisors, LLC 2026 Q1 5/4/2026
LaFleur & Godfrey LLC 2026 Q1 5/4/2026
HFR Wealth Management, LLC 2026 Q1 5/4/2026
Foundation Wealth Management, LLC 2026 Q1 5/4/2026
Fundamenta Capital S.A. 2026 Q1 5/4/2026
Maytree Asset Management Ltd 2026 Q1 5/4/2026
Consolidated Investment Group LLC 2026 Q1 5/4/2026
Sound Portfolio Advisors, LLC 2026 Q1 5/4/2026
Stirlingshire Investments, Inc. 2026 Q1 5/4/2026
JLB & ASSOCIATES INC 2026 Q1 5/4/2026
Rodgers & Associates, LTD 2026 Q1 5/4/2026
Texas Yale Capital Corp. 2026 Q1 5/4/2026
Brookwood Investment Group LLC 2026 Q1 5/4/2026
6th Street Advisors, LLC 2026 Q1 5/4/2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 2026 Q1 5/4/2026
Two West Capital Advisors LLC 2026 Q1 5/4/2026
ENVESTNET ASSET MANAGEMENT INC 2026 Q1 5/4/2026
Mint Tower Capital Management B.V. 2026 Q1 5/4/2026
STAGE HARBOR FINANCIAL, LLC 2026 Q1 5/4/2026
MFF Capital Investments Ltd 2026 Q1 5/4/2026
Tuttle Capital Management, LLC 2026 Q1 5/4/2026
Montaka Global Pty Ltd 2026 Q1 5/4/2026
BARRETT & COMPANY, INC. 2026 Q1 5/4/2026
NICHOLAS COMPANY, INC. 2026 Q1 5/4/2026
Henderson Brothers Financial Partners, LLC 2026 Q1 5/4/2026
Inlight Wealth Management, LLC 2026 Q1 5/4/2026
Mendel Money Management 2026 Q1 5/4/2026
Arrow Investment Advisors, LLC 2026 Q1 5/4/2026
EQUITY INVESTMENT CORP 2026 Q1 5/4/2026
Worth Financial Advisory Group, LLC 2026 Q1 5/4/2026
RETIREMENT INCOME SOLUTIONS, INC 2026 Q1 5/4/2026
Gleason Group, Inc. 2026 Q1 5/4/2026
Brewster Financial Planning LLC 2026 Q1 5/4/2026
FAGAN ASSOCIATES, INC. 2026 Q1 5/4/2026
Savant Capital, LLC 2026 Q1 5/4/2026
King Wealth Management Group 2026 Q1 5/4/2026
Autumn Glory Partners, LLC 2026 Q1 5/4/2026
Tradewinds, LLC. 2026 Q1 5/4/2026
SENTINEL WEALTH MANAGEMENT, INC. 2026 Q1 5/4/2026
Brindle & Bay Financial Advisors, LLC 2026 Q1 5/4/2026
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 2026 Q1 5/4/2026
CORDA Investment Management, LLC. 2026 Q1 5/4/2026
Moment Partners, LLC 2026 Q1 5/4/2026
Lifeworks Advisors, LLC 2026 Q1 5/4/2026
Paradiem, LLC 2026 Q1 5/4/2026
J. Safra Sarasin Holding AG 2026 Q1 5/4/2026
Procyon Advisors, LLC 2026 Q1 5/4/2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2026 Q1 5/4/2026
LINCOLN NATIONAL CORP 2026 Q1 5/4/2026
Del-Sette Capital Management, LLC 2026 Q1 5/4/2026
INNEALTA CAPITAL, LLC 2026 Q1 5/4/2026
Applied Finance Capital Management, LLC 2026 Q1 5/4/2026
Hibernia Wealth Partners, LLC 2026 Q1 5/4/2026
Essex Woodlands Management, Inc. 2026 Q1 5/4/2026
Y.D. More Investments Ltd 2026 Q1 5/4/2026
TRIGLAV INVESTMENTS, D.O.O. 2026 Q1 5/4/2026
AMF Tjanstepension AB 2026 Q1 5/4/2026
Arbejdsmarkedets Tillaegspension 2026 Q1 5/4/2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 2026 Q1 5/4/2026
BANK HAPOALIM BM 2026 Q1 5/4/2026
Crystal Rock Capital Management 2026 Q1 5/4/2026
Tailwinds Wealth, LLC 2026 Q1 5/1/2026
Pacific Asset Management, LLC 2026 Q1 5/1/2026
Diversify Advisory Services, LLC 2026 Q1 5/1/2026
Credit Capital Investments LLC 2026 Q1 5/1/2026
DMKC Advisory Services, LLC 2026 Q1 5/1/2026
Leicht Financial Planning & Wealth Management, Inc. 2026 Q1 5/1/2026
MY Wealth Management Inc. 2026 Q1 5/1/2026
Lynx1 Capital Management LP 2026 Q1 5/1/2026
FLC Capital Advisors 2026 Q1 5/1/2026
Bensler, LLC 2026 Q1 5/1/2026
Mutual Advisors, LLC 2026 Q1 5/1/2026
Coordinated Financial Services, Inc. 2026 Q1 5/1/2026
Bosman Wealth Management, LLC 2026 Q1 5/1/2026
Clarity Financial LLC 2026 Q1 5/1/2026
Beverly Hills Private Wealth, LLC 2026 Q1 5/1/2026
Miller Financial Services LLC 2026 Q1 5/1/2026
JOHNSON INVESTMENT COUNSEL INC 2026 Q1 5/1/2026