Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Purus Wealth Management, LLC 2026 Q2 7/13/2026
McAlister, Sweet & Associates, Inc. 2026 Q2 7/13/2026
Buttonwood Financial Advisors Inc. 2026 Q2 7/13/2026
Southland Equity Partners LLC 2026 Q2 7/13/2026
ARCADIA INVESTMENT ADVISORS LLC 2026 Q2 7/13/2026
FIRST CITIZENS BANK & TRUST CO 2026 Q2 7/13/2026
Asempa Wealth Advisors 2026 Q2 7/13/2026
O'Keefe Stevens Advisory, Inc. 2026 Q2 7/13/2026
Main Street Group, LTD 2026 Q2 7/13/2026
AEGON ASSET MANAGEMENT UK PLC 2026 Q2 7/13/2026
Gouws Capital LLC 2026 Q2 7/13/2026
Kilner Capital Advisors, LLC 2026 Q2 7/13/2026
Waterway Wealth Management, LLC 2026 Q2 7/13/2026
University of Cambridge Investment Management Ltd 2026 Q2 7/13/2026
Quintet Private Bank (Europe) S.A. 2026 Q2 7/13/2026
SHELTON WEALTH MANAGEMENT, LLC 2026 Q2 7/13/2026
Olistico Wealth, LLC 2026 Q2 7/13/2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 2026 Q2 7/13/2026
Lakeshore Financial Planning, Inc. 2026 Q2 7/13/2026
NIPPON LIFE INSURANCE CO 2026 Q2 7/13/2026
One Wealth Management Investment & Advisory Services, LLC 2026 Q2 7/13/2026
One Wealth Management Investment & Advisory Services, LLC 2026 Q1 7/13/2026
Hassell Wealth Management, LLC 2026 Q2 7/13/2026
Kennebec Savings Bank 2026 Q2 7/13/2026
Covea Finance 2026 Q2 7/13/2026
Ayalon Insurance Comp Ltd. 2026 Q2 7/13/2026
APS Management Group, Inc. 2026 Q2 7/10/2026
Neumann Capital Management, LLC 2026 Q2 7/10/2026
Park Capital Management, LLC / WI 2026 Q2 7/10/2026
Veracity Capital LLC 2026 Q2 7/10/2026
Curated Wealth Partners LLC 2026 Q2 7/10/2026
Integris Wealth Management, LLC 2026 Q2 7/10/2026
MITCHELL & PAHL PRIVATE WEALTH, LLC 2026 Q2 7/10/2026
SCHARF INVESTMENTS, LLC 2026 Q2 7/10/2026
Baugh & Associates, LLC 2026 Q2 7/10/2026
Shelter Rock Management, LLC 2026 Q2 7/10/2026
CHATHAM CAPITAL GROUP, INC. 2026 Q2 7/10/2026
Cypress Wealth Services, LLC 2026 Q2 7/10/2026
Oak Asset Management, LLC 2026 Q2 7/10/2026
Park Edge Advisors, LLC 2026 Q2 7/10/2026
Quadratic Capital Management LLC 2026 Q2 7/10/2026
Client First Capital LLC 2026 Q2 7/10/2026
Team Financial Group, LLC 2026 Q2 7/10/2026
Heck Capital Advisors, LLC 2026 Q2 7/10/2026
Blom & Howell Financial Planning, Inc. 2026 Q1 7/10/2026
Taylor & Morgan Wealth Management, LLC 2026 Q2 7/10/2026
Leverty Financial Group, LLC 2026 Q2 7/10/2026
FORM Wealth Advisors, LLC 2026 Q2 7/10/2026
Adirondack Capital Advisors, LLC 2026 Q2 7/10/2026
RAMSEY QUANTITATIVE SYSTEMS 2026 Q2 7/10/2026
Processus Wealth & Capital Management, LLC 2026 Q2 7/10/2026
CABANA LLC 2026 Q2 7/10/2026
Trust Co 2026 Q2 7/10/2026
Hudson Value Partners, LLC 2026 Q2 7/10/2026
Uptown Financial Advisors LLC 2026 Q2 7/10/2026
WHITENER CAPITAL MANAGEMENT, INC. 2026 Q2 7/10/2026
Partnership Wealth Management, LLC 2026 Q2 7/10/2026
G&S Capital LLC 2026 Q2 7/10/2026
HRC WEALTH MANAGEMENT, LLC 2026 Q2 7/10/2026
Blom & Howell Financial Planning, Inc. 2025 Q4 7/10/2026
Torren Management, LLC 2026 Q2 7/10/2026
Kentucky Trust Co 2026 Q2 7/10/2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2026 Q2 7/10/2026
Nolet Wealth Management, LLC 2026 Q2 7/10/2026
FIDUCIARY FINANCIAL GROUP, LLC 2026 Q2 7/10/2026
Fruth Investment Management 2026 Q2 7/10/2026
William Mack & Associates, Inc. 2026 Q2 7/10/2026
Stonekeep Investments, LLC 2026 Q2 7/10/2026
LAM GROUP, INC. 2026 Q2 7/10/2026
Farrell Financial LLC 2026 Q2 7/10/2026
Canvas Wealth Advisors, LLC 2026 Q2 7/10/2026
Arkfeld Wealth Strategies, L.L.C. 2026 Q2 7/10/2026
Rise Advisors, LLC 2026 Q2 7/10/2026
GenWealth Group, Inc. 2026 Q2 7/10/2026
Sunesis Advisors, LLC 2026 Q2 7/10/2026
West Branch Capital LLC 2026 Q2 7/10/2026
DAGCO, INC. 2026 Q2 7/10/2026
Peirce Capital Management, LLC 2026 Q2 7/10/2026
First Nebraska Trust Co 2018 Q1 7/10/2026
Nvest Wealth Strategies, Inc. 2026 Q2 7/10/2026
First Nebraska Trust Co 2018 Q2 7/10/2026
KENNICOTT CAPITAL MANAGEMENT LLC 2026 Q2 7/10/2026
DiNuzzo Private Wealth, Inc. 2026 Q2 7/10/2026
MAGNOLIA CAPITAL MANAGEMENT LTD 2026 Q2 7/10/2026
Cardinal Capital Management, Inc. 2026 Q2 7/10/2026
FAMILY WEALTH PARTNERS, LLC 2026 Q2 7/10/2026
Haven Capital Group, Inc. 2026 Q2 7/10/2026
TEMA ETFS LLC 2026 Q2 7/10/2026
Financial Planning Fort Collins, LLC 2026 Q2 7/10/2026
Japan Post Holdings Co., Ltd. 2026 Q2 7/10/2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC 2026 Q2 7/10/2026
JFS WEALTH ADVISORS, LLC 2026 Q2 7/10/2026
Envision Financial LLC 2026 Q2 7/10/2026
Annex Advisory Services, LLC 2026 Q2 7/10/2026
Investors Research Corp 2026 Q2 7/10/2026
Accel Wealth Management 2026 Q2 7/10/2026
Insight Wealth Strategies, LLC 2026 Q2 7/10/2026
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 2026 Q2 7/10/2026
Bank & Trust Co 2026 Q2 7/10/2026
WEDGE CAPITAL MANAGEMENT L L P/NC 2026 Q2 7/10/2026