Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
River Road Asset Management, LLC 2025 Q4 2/24/2026
CHELSEA COUNSEL CO 2025 Q4 2/24/2026
CONTINENTAL INVESTORS SERVICES, INC. 2025 Q4 2/23/2026
GuidedMoney, LLC 2025 Q4 2/23/2026
Monetary Solutions, Ltd 2025 Q4 2/23/2026
Walser Wealth Management Company, A Ltd Liability Co 2025 Q4 2/23/2026
Phillip James Consulting Co. 2025 Q4 2/23/2026
Copos Capital S.a r.l. 2025 Q4 2/23/2026
Sonoma Allocations LLC 2025 Q4 2/23/2026
McMill Wealth Management 2025 Q4 2/23/2026
Kera Capital Partners, Inc. 2025 Q4 2/23/2026
Blue Capital, Inc. 2025 Q4 2/23/2026
Forthright Family Wealth Advisory LLC 2025 Q4 2/23/2026
Wealth Preservation Advisors, LLC 2025 Q4 2/23/2026
Vinland Capital Management Gestora de Recursos LTDA. 2025 Q4 2/23/2026
Vinland Capital Management Gestora de Recursos LTDA. 2025 Q3 2/23/2026
Vinland Capital Management Gestora de Recursos LTDA. 2025 Q2 2/23/2026
Vinland Capital Management Gestora de Recursos LTDA. 2025 Q1 2/23/2026
Drake & Associates, LLC 2025 Q4 2/23/2026
Investments & Financial Planning, LLC 2025 Q4 2/23/2026
Beaird Harris Wealth Management, LLC 2025 Q4 2/23/2026
IronBridge Private Wealth, LLC 2025 Q4 2/23/2026
Revere Asset Management, Inc 2025 Q1 2/23/2026
Revere Asset Management, Inc 2025 Q2 2/23/2026
MV CAPITAL MANAGEMENT, INC. 2025 Q3 2/23/2026
MV CAPITAL MANAGEMENT, INC. 2025 Q4 2/23/2026
Leonteq Securities AG 2024 Q4 2/23/2026
Leonteq Securities AG 2025 Q1 2/23/2026
Virtu Financial LLC 2025 Q4 2/23/2026
Arrow Capital Management, LLC 2025 Q4 2/23/2026
Anchor Capital Management Group Inc 2025 Q4 2/20/2026
Framtiden Holdings Management Co LLC 2025 Q4 2/20/2026
LARCH CAPITAL PARTNERS LLC 2025 Q4 2/20/2026
93 Financial Group, LLC 2025 Q4 2/20/2026
McLaughlin Asset Management, Inc. 2025 Q4 2/20/2026
Capstone Wealth Management, Inc. 2025 Q4 2/20/2026
Bauman Advisory Group, LLC 2025 Q4 2/20/2026
Keenan, LLC 2025 Q4 2/20/2026
CAMBIENT FAMILY OFFICE, LLC 2025 Q4 2/20/2026
Verus Advisory, Inc. 2025 Q4 2/20/2026
Catalyst Investment Management LLC 2025 Q4 2/20/2026
REX Advisers, LLC 2025 Q4 2/20/2026
Arrow Capital Pty Ltd 2025 Q4 - RESTATEMENT 2/20/2026
Ruggaard & Associates LLC 2025 Q4 2/20/2026
Talisman Wealth Advisors LLC 2025 Q4 2/20/2026
Waterford Advisors, LLC 2025 Q4 2/20/2026
JOSH ARNOLD INVESTMENT CONSULTANT, LLC 2025 Q4 2/20/2026
White Knight Strategic Wealth Advisors, LLC 2025 Q4 2/20/2026
Wick Capital Partners, LLC 2025 Q4 2/20/2026
Blue Owl Capital Holdings LP 2025 Q4 - RESTATEMENT 2/20/2026
Lepercq De Neuflize Asset Management LLC 2025 Q4 - RESTATEMENT 2/20/2026
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 2025 Q4 - RESTATEMENT 2/20/2026
Attestor Capital Ltd 2025 Q4 2/20/2026
Kinloch Capital, LLC 2025 Q4 2/20/2026
Prestige Wealth Management Group LLC 2025 Q3 - RESTATEMENT 2/20/2026
Prestige Wealth Management Group LLC 2025 Q2 - RESTATEMENT 2/20/2026
Prestige Wealth Management Group LLC 2025 Q1 - RESTATEMENT 2/20/2026
Prestige Wealth Management Group LLC 2024 Q4 - RESTATEMENT 2/20/2026
Prestige Wealth Management Group LLC 2024 Q3 - RESTATEMENT 2/20/2026
Prestige Wealth Management Group LLC 2024 Q2 - RESTATEMENT 2/20/2026
FourWorld Capital Management LLC 2025 Q4 - NEW HOLDINGS 2/20/2026
Capital Markets Trading UK LLP 2025 Q4 - NEW HOLDINGS 2/20/2026
Kovitz Investment Group Partners, LLC 2025 Q4 2/20/2026
Sunbelt Securities, Inc. 2025 Q4 2/20/2026
CMT Capital Markets Trading GmbH 2025 Q4 - RESTATEMENT 2/20/2026
Petiole USA ltd 2025 Q4 - RESTATEMENT 2/20/2026
Dean Capital Management 2025 Q4 2/20/2026
Dorsey Wright & Associates 2025 Q4 2/20/2026
SB Capital Management Inc 2025 Q4 2/20/2026
Invesco Ltd. 2025 Q4 2/19/2026
SIP Global Opportunity Manager LLC 2025 Q4 2/19/2026
CrossGen Wealth, LLC 2025 Q4 2/19/2026
Torrey-Payne Wealth Management, LLC 2025 Q4 2/19/2026
First Growth Capital LLC 2025 Q4 2/19/2026
MCGUIRE CAPITAL ADVISORS INC 2025 Q4 2/19/2026
Lexington Hill Partners, LLC 2025 Q4 2/19/2026
TMB Capital Partners, LLC 2025 Q4 2/19/2026
Van Diest Capital, LLC 2025 Q4 2/19/2026
Jacobs Equity LLC 2025 Q4 2/19/2026
ATX Financial Planning, LLC 2025 Q4 2/19/2026
BFI Wealth Solutions, LLC 2025 Q4 2/19/2026
Birchwood Financial Partners, Inc. 2025 Q4 2/19/2026
Briggs Wealth Management, Inc 2025 Q4 2/19/2026
Rare Wolf Capital LLC 2025 Q4 2/19/2026
Harbour Wealth Management Group, Inc. 2025 Q4 2/19/2026
Aznar Financial Advisors, LLC 2025 Q4 2/19/2026
Evansbrook LLC 2025 Q4 2/19/2026
Smith Asset Management Co., LLC 2025 Q4 2/19/2026
Claris Financial LLC 2025 Q4 2/19/2026
CBM Financial, LLC 2025 Q4 2/19/2026
Michels Family Financial, LLC 2025 Q4 2/19/2026
WealthPoint Financial, LLC 2025 Q4 2/19/2026
Headwater Capital Co Ltd 2025 Q4 - RESTATEMENT 2/19/2026
Spinecap SAS 2025 Q4 2/19/2026
Spinecap SAS 2025 Q3 2/19/2026
Compound Planning, Inc. 2025 Q4 2/19/2026
Corient Private Wealth LLC 2025 Q4 2/19/2026
AXXCESS WEALTH MANAGEMENT, LLC 2025 Q4 - RESTATEMENT 2/19/2026
T. Rowe Price Investment Management, Inc. 2025 Q4 - NEW HOLDINGS 2/19/2026
Vancity Investment Management Ltd 2025 Q4 - RESTATEMENT 2/19/2026