Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Alecta Tjanstepension Omsesidigt 2025 Q4 2/3/2026
Sageworth Trust Co 2025 Q4 2/3/2026
Belfer Management LLC 2025 Q4 2/3/2026
Lubar & Co., Inc 2025 Q4 2/3/2026
Bronte Capital Management Pty Ltd. 2025 Q4 2/3/2026
LMCG INVESTMENTS, LLC 2025 Q4 2/3/2026
Mitsubishi UFJ Asset Management Co., Ltd. 2025 Q4 2/3/2026
BRC Group Holdings, Inc. 2025 Q3 2/3/2026
BRC Group Holdings, Inc. 2025 Q2 2/3/2026
BRC Group Holdings, Inc. 2025 Q1 2/3/2026
Harel Insurance Investments & Financial Services Ltd. 2025 Q4 2/3/2026
Cheviot Value Management, LLC 2025 Q4 2/3/2026
Crestwood Advisors Group, LLC 2025 Q4 2/3/2026
Robeco Schweiz AG 2025 Q4 2/3/2026
K.J. Harrison & Partners Inc 2025 Q4 2/3/2026
Sumitomo Mitsui DS Asset Management Company, Ltd 2025 Q4 2/3/2026
American Assets Investment Management, LLC 2025 Q4 2/3/2026
LaFleur & Godfrey LLC 2025 Q4 2/3/2026
Horrell Capital Management, Inc. 2025 Q4 2/3/2026
Ballentine Partners, LLC 2025 Q4 2/3/2026
MAKENA CAPITAL MANAGEMENT LLC 2025 Q4 2/3/2026
Fulcrum Asset Management LLP 2025 Q4 2/3/2026
Matthew 25 Management Corp 2025 Q4 2/3/2026
INSIGHT 2811, INC. 2025 Q4 2/3/2026
Violich Capital Management, Inc. 2025 Q4 2/3/2026
GRIMES & Co WEALTH MANAGEMENT, LLC 2025 Q4 2/3/2026
Maple Capital Management, Inc. 2025 Q4 2/3/2026
Canal Insurance CO 2025 Q4 2/3/2026
Pier Capital, LLC 2025 Q4 2/3/2026
Stack Financial Management, Inc 2025 Q4 2/3/2026
CREDIT INDUSTRIEL ET COMMERCIAL 2025 Q4 2/3/2026
FIDUCIARY COUNSELLING INC 2025 Q4 2/3/2026
BERNZOTT CAPITAL ADVISORS 2025 Q4 2/3/2026
FARMERS & MERCHANTS INVESTMENTS INC 2025 Q4 2/3/2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 2025 Q4 2/3/2026
DENALI ADVISORS LLC 2025 Q4 2/3/2026
STEVENS CAPITAL MANAGEMENT LP 2025 Q4 2/3/2026
GATEWAY INVESTMENT ADVISERS LLC 2025 Q4 2/3/2026
CAPITAL CITY TRUST CO/FL 2025 Q4 2/3/2026
CHESAPEAKE CAPITAL CORP /IL/ 2025 Q4 2/3/2026
WULFF, HANSEN & CO. 2025 Q4 2/3/2026
SCF Partners, Inc. 2025 Q4 2/3/2026
JLB & ASSOCIATES INC 2025 Q4 2/3/2026
SIGMA INVESTMENT COUNSELORS INC 2025 Q4 2/3/2026
VAN STRUM & TOWNE INC. 2025 Q4 2/3/2026
BAKER BOYER NATIONAL BANK 2025 Q4 2/3/2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2025 Q4 2/3/2026
TOTAL INVESTMENT MANAGEMENT INC 2025 Q4 2/3/2026
Carlson Capital, L.P. 2025 Q4 2/3/2026
PRAXIS INVESTMENT MANAGEMENT INC 2025 Q4 2/3/2026
PATTEN & PATTEN INC/TN 2025 Q4 2/3/2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2025 Q4 2/3/2026
CABOT WEALTH MANAGEMENT INC 2025 Q4 2/3/2026
TRUIST FINANCIAL CORP 2025 Q4 2/2/2026
KORNITZER CAPITAL MANAGEMENT INC /KS 2025 Q4 2/2/2026
FENIMORE ASSET MANAGEMENT INC 2025 Q4 2/2/2026
HIGHLAND CAPITAL MANAGEMENT, LLC 2025 Q4 2/2/2026
BANYAN CAPITAL MANAGEMENT, INC. 2025 Q4 2/2/2026
MONTAG A & ASSOCIATES INC 2025 Q4 2/2/2026
OPPENHEIMER & CO INC 2025 Q4 2/2/2026
STRS OHIO 2025 Q4 2/2/2026
DANSKE BANK A/S 2025 Q4 2/2/2026
ASHTON THOMAS SECURITIES, LLC 2025 Q4 2/2/2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2025 Q4 2/2/2026
ACCOUNT MANAGEMENT LLC 2025 Q4 2/2/2026
CENTRAL TRUST Co 2025 Q4 2/2/2026
FIFTH THIRD BANCORP 2025 Q4 2/2/2026
EQUITABLE TRUST CO 2025 Q4 2/2/2026
FULCRUM WEALTH ADVISORS, LLC 2025 Q4 2/2/2026
Fullerton Advisors, LLC 2025 Q4 2/2/2026
Gildi - lifeyrissjodur 2025 Q4 2/2/2026
Sandro Wealth Management LLC 2025 Q4 2/2/2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2025 Q4 2/2/2026
Madrid Wealth Management, LLC 2025 Q4 2/2/2026
Legacy Edge Advisors, LLC 2025 Q4 2/2/2026
Saranac Partners Ltd 2024 Q4 2/2/2026
Saranac Partners Ltd 2024 Q3 2/2/2026
Saranac Partners Ltd 2024 Q2 2/2/2026
Saranac Partners Ltd 2024 Q1 2/2/2026
Saranac Partners Ltd 2023 Q4 2/2/2026
Saranac Partners Ltd 2023 Q3 2/2/2026
Danica Pension, Livsforsikringsaktieselskab 2025 Q4 2/2/2026
WJ Financial Advisors LLC 2025 Q4 2/2/2026
BLALOCK WILLIAMS, LLC 2025 Q4 2/2/2026
Welch Financial Planning, LLC 2025 Q4 2/2/2026
Sun Financial Inc 2025 Q4 2/2/2026
Alpha Wealth Funds, LLC 2025 Q4 2/2/2026
PKO Investment Management Joint-Stock Co 2025 Q4 2/2/2026
RETIREMENT PLANNING GROUP, LLC / NY 2025 Q4 2/2/2026
Everest Management Corp. 2025 Q4 2/2/2026
CHAPMAN FINANCIAL GROUP, LLC 2025 Q4 2/2/2026
RIVERCHASE WEALTH MANAGEMENT, LLC 2025 Q4 2/2/2026
Grantvest Financial Group LLC 2025 Q4 2/2/2026
Pillar Financial Advisors, LLC 2025 Q4 2/2/2026
Astra Wealth Partners LLC 2025 Q4 2/2/2026
Chung Wu Investment Group, LLC 2025 Q4 2/2/2026
Partners in Financial Planning 2025 Q4 2/2/2026
McHugh Group, LLC 2025 Q4 2/2/2026
Carbahal Olsen Financial Services Group, LLC 2025 Q4 2/2/2026
INKWELL CAPITAL LLC 2025 Q4 2/2/2026