Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Oxbow Advisors, LLC 2025 Q4 2/4/2026
Divco West Real Estate Services, LLC 2025 Q4 2/4/2026
ABN AMRO Bank N.V. 2025 Q4 2/4/2026
National Mutual Insurance Federation of Agricultural Cooperatives 2025 Q4 2/4/2026
Essex Woodlands Management, Inc. 2025 Q4 2/4/2026
Ground Swell Capital, LLC 2025 Q4 2/4/2026
HealthCor Partners Management LP 2025 Q4 2/4/2026
INCA Investments LLC 2025 Q4 2/4/2026
St. James Investment Company, LLC 2025 Q4 2/4/2026
Freedom Day Solutions, LLC 2025 Q4 2/4/2026
Hirtle Callaghan & Co LLC 2025 Q4 2/4/2026
First Eagle Investment Management, LLC 2025 Q4 2/4/2026
Lafayette Investments, Inc. 2025 Q4 2/4/2026
Rock Point Advisors, LLC 2025 Q4 2/4/2026
Madison Asset Management, LLC 2025 Q4 2/4/2026
MASON STREET ADVISORS, LLC 2025 Q4 2/4/2026
KLCM Advisors, Inc. 2025 Q4 2/4/2026
TOWERVIEW LLC 2025 Q4 2/4/2026
MUHLENKAMP & CO INC 2025 Q4 2/4/2026
WEDGEWOOD INVESTORS INC /PA/ 2025 Q4 2/4/2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2025 Q4 2/4/2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 2025 Q4 2/4/2026
FIRST FOUNDATION ADVISORS 2025 Q4 2/4/2026
GREENWOOD GEARHART INC 2025 Q4 2/4/2026
NORTHEAST INVESTMENT MANAGEMENT 2025 Q4 2/4/2026
MARCO INVESTMENT MANAGEMENT LLC 2025 Q4 2/4/2026
Provident Investment Management, Inc. 2025 Q4 2/4/2026
PATHWAY CAPITAL MANAGEMENT, LP 2025 Q4 2/4/2026
SECURIAN ASSET MANAGEMENT, INC 2025 Q4 2/4/2026
PARADIGM ASSET MANAGEMENT CO LLC 2025 Q4 2/4/2026
UNIVEST FINANCIAL Corp 2025 Q4 2/4/2026
UNITED SERVICES AUTOMOBILE ASSOCIATION 2025 Q4 2/4/2026
VIRGINIA RETIREMENT SYSTEMS ET Al 2025 Q4 2/4/2026
BOKF, NA 2025 Q4 2/3/2026
FINANCIAL COUNSELORS INC 2025 Q4 2/3/2026
Olstein Capital Management, L.P. 2025 Q4 2/3/2026
Swedbank AB 2025 Q4 2/3/2026
KESTREL INVESTMENT MANAGEMENT CORP 2025 Q4 2/3/2026
CONNABLE OFFICE INC 2025 Q4 2/3/2026
YACKTMAN ASSET MANAGEMENT LP 2025 Q4 2/3/2026
FSB PREMIER WEALTH MANAGEMENT, INC. 2025 Q4 2/3/2026
AMERICAN ASSETS INC 2025 Q4 2/3/2026
WESBANCO BANK INC 2025 Q4 2/3/2026
NAVELLIER & ASSOCIATES INC 2025 Q4 2/3/2026
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 2025 Q4 2/3/2026
ECLECTIC ASSOCIATES INC /ADV 2025 Q4 2/3/2026
Tweedy, Browne Co LLC 2025 Q4 2/3/2026
BANK OF AMERICA CORP /DE/ 2025 Q3 - RESTATEMENT 2/3/2026
MANNING & NAPIER ADVISORS LLC 2025 Q4 2/3/2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 2025 Q4 2/3/2026
RNC CAPITAL MANAGEMENT LLC 2025 Q4 2/3/2026
Ponta Wealth Partners, LLC 2025 Q4 2/3/2026
Adirondack Capital Advisors, LLC 2025 Q4 2/3/2026
Merrithew & Thorsten Inc 2025 Q4 2/3/2026
Strategic Wealth Advisors LLC 2025 Q4 2/3/2026
Bluebird Wealth Management LLC 2025 Q4 2/3/2026
Liberty Atlantic Advisors LLC 2025 Q4 2/3/2026
Pearl Planning LLC 2025 Q4 2/3/2026
Indivisible Partners 2025 Q4 2/3/2026
CHRISTINE MESSMER PC 2025 Q4 2/3/2026
Kassira Wealth Management LLC 2025 Q4 2/3/2026
Manske Wealth Management 2025 Q4 2/3/2026
BROADWATER CAPITAL MANAGEMENT LLC 2025 Q4 2/3/2026
BROADWATER CAPITAL MANAGEMENT LLC 2023 Q4 - RESTATEMENT 2/3/2026
BROADWATER CAPITAL MANAGEMENT LLC 2024 Q1 - RESTATEMENT 2/3/2026
BROADWATER CAPITAL MANAGEMENT LLC 2024 Q2 - RESTATEMENT 2/3/2026
BROADWATER CAPITAL MANAGEMENT LLC 2024 Q3 - RESTATEMENT 2/3/2026
BROADWATER CAPITAL MANAGEMENT LLC 2024 Q4 - RESTATEMENT 2/3/2026
BROADWATER CAPITAL MANAGEMENT LLC 2025 Q1 - RESTATEMENT 2/3/2026
BROADWATER CAPITAL MANAGEMENT LLC 2025 Q2 - RESTATEMENT 2/3/2026
BROADWATER CAPITAL MANAGEMENT LLC 2025 Q3 - RESTATEMENT 2/3/2026
New Dimensions Wealth Management, LLC 2025 Q4 2/3/2026
Milestone Asset Management Group, LLC 2025 Q4 2/3/2026
Fire Capital Management LLC 2025 Q4 2/3/2026
RD Finance Ltd 2025 Q4 2/3/2026
Kingstone Capital Partners Texas, LLC 2025 Q4 2/3/2026
Navigoe, LLC 2025 Q4 2/3/2026
AssuredPartners Investment Advisors, LLC 2025 Q4 2/3/2026
Grove Street Fiduciary, LLC 2025 Q4 2/3/2026
Centerpoint Advisory Group 2025 Q4 2/3/2026
Jordan Park Trust Co LLC 2025 Q4 2/3/2026
Asset Planning,Inc 2025 Q4 2/3/2026
Grange Capital, LLC 2025 Q4 2/3/2026
Generali Asset Management SPA SGR 2025 Q4 2/3/2026
Legacy Wealth Managment, LLC/ID 2025 Q4 2/3/2026
Golden Bell Financial Planning LLC 2025 Q4 2/3/2026
FORONJY FINANCIAL LLC 2025 Q4 2/3/2026
S-Bank Fund Management Ltd 2025 Q4 2/3/2026
Drucker Wealth 3.0, LLC 2025 Q4 2/3/2026
DIVERSIFY WEALTH MANAGEMENT, LLC 2025 Q4 2/3/2026
Summerhill Capital Management lnc. 2025 Q4 2/3/2026
Ridgeline Wealth Planning, LLC 2025 Q4 2/3/2026
Pilgrim Partners Asia Pte Ltd 2025 Q4 2/3/2026
Climber Capital SA 2025 Q4 2/3/2026
Encompass More Asset Management 2025 Q4 2/3/2026
Morton Capital Management LLC/CA 2025 Q4 2/3/2026
NBZ Investment Advisors LLC 2025 Q4 2/3/2026
CGC Financial Services, LLC 2025 Q4 2/3/2026
LJI Wealth Management, LLC 2025 Q4 2/3/2026
CHANNEL WEALTH LLC 2025 Q4 2/3/2026