Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
MILLER WEALTH ADVISORS, LLC 2026 Q2 - RESTATEMENT 7/29/2026
Global Wealth Management Investment Advisory, Inc. 2026 Q2 7/29/2026
Anson Capital, Inc. 2026 Q2 7/29/2026
WP Advisors, LLC 2026 Q2 7/29/2026
Guinness Asset Management LTD 2026 Q2 7/29/2026
Accretive Wealth Partners, LLC 2026 Q2 7/29/2026
Weaver Consulting Group 2026 Q2 7/29/2026
AUA CAPITAL MANAGEMENT, LLC 2026 Q2 7/29/2026
Guinness Atkinson Asset Management Inc 2026 Q2 7/29/2026
Portfolio Resources Advisor Group, Inc. 2026 Q2 7/29/2026
Lingotto Investment Management LLP 2026 Q2 7/29/2026
Prasad Wealth Partners, LLC 2026 Q2 7/29/2026
Goodman Financial Corp 2026 Q2 7/29/2026
Alchemi Wealth, LLC 2026 Q2 7/29/2026
Stash Investments, LLC 2026 Q2 7/29/2026
Paragon Capital Management Ltd 2026 Q2 7/29/2026
Keystone Financial Group 2026 Q2 7/29/2026
FAS Wealth Partners, Inc. 2026 Q2 7/29/2026
Ashton Thomas Private Wealth, LLC 2026 Q2 7/29/2026
EMC Capital Management 2026 Q2 7/29/2026
Eurizon Asset Management Slovakia, sprav. spol., a.s. 2026 Q2 7/29/2026
Cornerstone Planning Group LLC 2026 Q2 7/29/2026
BOURNE LENT ASSET MANAGEMENT INC 2026 Q2 7/29/2026
iA Global Asset Management Inc. 2026 Q2 7/29/2026
Compagnie Lombard Odier SCmA 2026 Q2 7/29/2026
Gilliland Jeter Wealth Management LLC 2026 Q2 7/29/2026
Waterloo Capital, L.P. 2026 Q2 7/29/2026
Industrial Alliance Investment Management Inc. 2026 Q2 7/29/2026
Elgethun Capital Management 2026 Q2 7/29/2026
GERBER, LLC 2026 Q2 7/29/2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2026 Q2 7/29/2026
Prosperity Advisers, LLC 2026 Q2 7/29/2026
NBT BANK, N.A. 2026 Q2 7/29/2026
Aspire Growth Partners LLC 2026 Q2 7/29/2026
COMMONWEALTH EQUITY SERVICES, LLC 2026 Q2 7/29/2026
AMG Asset Management Group, Inc. 2026 Q2 7/29/2026
Treasure Coast Financial Planning 2026 Q2 7/29/2026
MV CAPITAL MANAGEMENT, INC. 2026 Q2 7/29/2026
Solano Wealth Investment Advisors LLC 2026 Q2 7/29/2026
CULBERTSON A N & CO INC 2026 Q2 7/29/2026
Cordatus Wealth Management LLC 2026 Q2 7/29/2026
FF Advisors,LLC 2026 Q2 7/29/2026
Kintegral Advisory, LLC 2026 Q2 7/29/2026
Disciplined Equity Management, Inc. 2026 Q2 7/29/2026
Heritage Investment Group, Inc. 2026 Q2 7/29/2026
ROBINSON SMITH WEALTH ADVISORS LLC 2026 Q2 7/29/2026
Verde Servicos Internacionais S.A. 2026 Q2 7/29/2026
Richwood Investment Advisors, LLC 2026 Q2 7/29/2026
MayTech Global Investments, LLC 2026 Q2 7/29/2026
Southern Farm Bureau Life Insurance 2026 Q2 7/29/2026
Klingman & Associates, LLC 2026 Q2 7/29/2026
Rubicon Advisors, GP 2026 Q2 7/29/2026
Avantra Family Wealth, Inc. 2026 Q2 7/29/2026
Clayton, Dubilier & Rice, LLC 2026 Q2 7/29/2026
Robertson Stephens Wealth Management, LLC 2026 Q2 7/29/2026
Mastercard Foundation Asset Management Corp 2026 Q2 7/29/2026
LOWERY THOMAS, LLC 2026 Q2 7/29/2026
Moment Partners, LLC 2026 Q2 7/29/2026
EDMP, INC. 2026 Q2 7/29/2026
Genus Capital Management Inc. 2026 Q2 7/29/2026
Dean, Jacobson Financial Services, LLC 2026 Q2 7/29/2026
Avalon Advisory Group 2026 Q2 7/29/2026
Triodos Investment Management BV 2026 Q2 7/29/2026
NWF Advisory Services Inc. 2026 Q2 7/29/2026
Slagle Financial, LLC 2026 Q2 7/29/2026
Alteri Wealth LLC 2026 Q2 7/29/2026
BEACON ADVISORS HOLDINGS, LLC 2026 Q2 7/29/2026
CapitalatWork S.A. 2026 Q1 - RESTATEMENT 7/29/2026
Metatron Capital SICAV plc - Metatron Long Term Equity Fund 2026 Q2 7/29/2026
Sagewood Asset Management LP 2026 Q2 7/29/2026
Value Base Ltd. 2026 Q2 7/29/2026
Eurizon Capital SGR S.p.A. 2026 Q2 7/29/2026
Values First Advisors, Inc. 2026 Q2 7/29/2026
Vectors Research Management, LLC 2026 Q2 7/29/2026
Kathmere Capital Management, LLC 2026 Q2 7/29/2026
Miller Financial Services LLC 2026 Q2 7/29/2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 2026 Q2 7/29/2026
Banco Santander, S.A. 2026 Q2 7/29/2026
Harel Insurance Investments & Financial Services Ltd. 2026 Q2 7/29/2026
Resona Asset Management Co.,Ltd. 2026 Q2 7/29/2026
Analyst IMS Investment Management Services Ltd. 2026 Q2 7/29/2026
Pullen Investment Management, LLC 2026 Q2 7/28/2026
VICTORY FINANCIAL GROUP, LLC 2026 Q2 7/28/2026
Advocate Investing Services LLC 2026 Q2 7/28/2026
RED CRANE WEALTH MANAGEMENT, LLC 2026 Q2 7/28/2026
MRWM Advisors, LLC 2026 Q2 7/28/2026
Meramec Financial Planners, LLC 2026 Q2 7/28/2026
HARTLINE INVESTMENT CORP/ 2026 Q2 7/28/2026
New England Professional Planning Group Inc. 2026 Q2 7/28/2026
Kovack Advisors, Inc. 2026 Q2 7/28/2026
Highlander Partners, L.P. 2026 Q2 7/28/2026
Powell Investment Advisors, LLC 2026 Q2 7/28/2026
Haven Private, LLC 2026 Q2 7/28/2026
Clear Point Advisors Inc. 2026 Q2 7/28/2026
MCDONALD CAPITAL INVESTORS INC/CA 2026 Q2 7/28/2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 2026 Q2 7/28/2026
Fund Resources Investment Holding Group Co Ltd 2026 Q2 7/28/2026
NVWM, LLC 2026 Q2 7/28/2026
Aware Super Pty Ltd as trustee of Aware Super 2026 Q2 7/28/2026
Funde Sino Life Insurance Co Ltd 2026 Q2 7/28/2026