Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
AlphaStar Capital Management, LLC 2026 Q2 7/30/2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC 2026 Q2 7/30/2026
Cooksen Wealth, LLC 2026 Q2 7/30/2026
Cannon Global Investment Management, LLC 2026 Q2 7/30/2026
Mondrian Investment Partners LTD 2026 Q2 7/30/2026
Generali Asset Management SPA SGR 2026 Q2 7/30/2026
Main Line Retirement Advisors, LLC 2026 Q2 7/30/2026
Clientfirst Wealth Management, LLC 2026 Q2 7/30/2026
North of South Capital LLP 2026 Q2 7/30/2026
STRS OHIO 2026 Q2 7/30/2026
Maryland State Retirement & Pension System 2026 Q2 7/30/2026
Mercuria Capital Strategies, LLC 2026 Q2 7/30/2026
MONTCHANIN ASSET MANAGEMENT, LLC 2026 Q2 7/30/2026
Harbor Island Capital LLC 2026 Q2 7/30/2026
Eos Management, L.P. 2026 Q2 7/30/2026
Sensible Money, LLC 2026 Q2 7/30/2026
Roundview Capital LLC 2026 Q2 7/30/2026
Towne Trust Company, N.A 2026 Q2 7/30/2026
Ovata Capital Management Ltd 2026 Q2 7/30/2026
Buck Wealth Strategies, LLC 2026 Q2 7/30/2026
Cherry Creek Investment Advisors, Inc. 2026 Q2 7/30/2026
PETERSON WEALTH MANAGEMENT 2026 Q2 7/30/2026
MV CAPITAL MANAGEMENT, INC. 2026 Q2 - RESTATEMENT 7/30/2026
Galilei Investment Office LLP 2026 Q2 7/30/2026
Saudi Central Bank 2026 Q2 7/30/2026
Cambridge Investment Research Advisors, Inc. 2026 Q2 - NEW HOLDINGS 7/30/2026
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 2026 Q2 7/30/2026
Broad Peak Investment Advisers Pte Ltd 2026 Q2 7/30/2026
Eurizon Asset Management Hungary Ltd. 2026 Q2 7/30/2026
Ironwood Wealth Management, LLC. 2026 Q2 7/30/2026
Sumitomo Mitsui Trust Group, Inc. 2026 Q2 7/30/2026
Chicago Partners Investment Group LLC 2026 Q2 7/29/2026
Planning Center, Inc. 2026 Q2 7/29/2026
John A. Wolfe & Associates, Inc. 2026 Q2 7/29/2026
Keeler Thomas Management LLC 2026 Q2 7/29/2026
Providence Wealth Advisors, LLC 2026 Q2 7/29/2026
Fort Vancouver Investment Management, LLC 2026 Q2 7/29/2026
Signet Investment Advisory Group, Inc. 2026 Q2 7/29/2026
COOKE & BIELER LP 2026 Q2 7/29/2026
GreatBanc Trust CO 2026 Q2 7/29/2026
CATALYST FINANCIAL PARTNERS LLC 2026 Q2 7/29/2026
Ampfield Management, L.P. 2026 Q2 7/29/2026
Carmel Capital Partners, LLC 2026 Q2 7/29/2026
Cornerstone Planning, LLC 2026 Q2 7/29/2026
Gladius Capital Management LP 2026 Q2 7/29/2026
Nadler Financial Group, Inc. 2026 Q2 7/29/2026
Challenger Wealth Management 2026 Q2 7/29/2026
Griffith & Werner, Inc. 2026 Q2 7/29/2026
Sovran Advisors, LLC 2026 Q2 7/29/2026
Bestgate Wealth Advisors, LLC 2026 Q2 7/29/2026
Leeward Investments, LLC - MA 2026 Q2 7/29/2026
Roberts Wealth Advisors, LLC 2026 Q2 7/29/2026
DIVERSIFY WEALTH MANAGEMENT, LLC 2026 Q2 7/29/2026
WJ Interests, LLC 2026 Q2 7/29/2026
Funde Sino Life Insurance Co Ltd 2026 Q2 - RESTATEMENT 7/29/2026
McBroom & Associates, LLC 2026 Q2 7/29/2026
Pilgrim Partners Asia Pte Ltd 2026 Q2 7/29/2026
VIRTUE ASSET MANAGEMENT LLC 2026 Q2 7/29/2026
CORRADO ADVISORS, LLC 2026 Q2 7/29/2026
Quantum Private Wealth, LLC 2026 Q2 7/29/2026
Cornerstone Wealth, LLC/TN 2026 Q2 7/29/2026
Wealth Forward, LLC 2026 Q2 7/29/2026
TPG Advisors LLC 2026 Q2 7/29/2026
Luminvest Wealth Management LLC 2026 Q2 7/29/2026
93 Financial Group, LLC 2026 Q2 7/29/2026
BANK OF STOCKTON 2026 Q2 7/29/2026
Family Capital Trust Co 2026 Q2 7/29/2026
SAWGRASS ASSET MANAGEMENT LLC 2026 Q2 7/29/2026
Avestar Capital, LLC 2026 Q2 7/29/2026
Navigation Group, LLC 2026 Q2 7/29/2026
Obermeyer Wealth Partners 2026 Q2 7/29/2026
Hapanowicz & Associates Financial Services, Inc 2026 Q2 7/29/2026
CHESAPEAKE CAPITAL CORP /IL/ 2026 Q2 7/29/2026
Cushing Capital Partners, LLC 2026 Q2 7/29/2026
Ipsen Advisor Group LLC 2026 Q2 7/29/2026
Signature Wealth Management Partners, LLC 2026 Q2 7/29/2026
I.G.Y. Ltd 2026 Q2 7/29/2026
STOLZ & ASSOCIATES, PS 2026 Q2 7/29/2026
Curtis Advisory Group, LLC 2026 Q2 7/29/2026
Independent Solutions Wealth Management, LLC 2026 Q2 7/29/2026
REICON WEALTH ADVISORS, LLC 2026 Q2 7/29/2026
ETF Store, Inc. 2026 Q2 7/29/2026
Rice Partnership, LLC 2026 Q2 7/29/2026
IRIDIAN ASSET MANAGEMENT LLC/CT 2026 Q2 7/29/2026
Longbow Finance SA 2026 Q2 7/29/2026
Darrow Company, Inc. 2026 Q2 7/29/2026
Marks Wealth, LLC 2026 Q2 7/29/2026
Able Wealth Management LLC 2026 Q2 7/29/2026
PW Nova Financial Services LLC 2026 Q2 7/29/2026
Junk Investment Group, LLC 2026 Q2 7/29/2026
Invera Wealth Advisors, LLC 2026 Q2 7/29/2026
HUDSON EDGE INVESTMENT PARTNERS INC. 2026 Q2 7/29/2026
TCI Wealth Advisors, Inc. 2026 Q2 7/29/2026
RAM Investment Partners, LLC 2026 Q2 7/29/2026
PRIMORIS WEALTH ADVISORS, LLC 2026 Q2 7/29/2026
Wright Wealth LLC 2026 Q2 7/29/2026
High Net Worth Advisory Group LLC 2026 Q2 7/29/2026
Centerpoint Advisory Group 2026 Q2 7/29/2026
Westfuller Advisors, LLC 2026 Q2 7/29/2026
SilverOak Wealth Management LLC 2026 Q2 7/29/2026