Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
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
Vantage Point Financial LLC 2025 Q4 2/2/2026
EQ WEALTH ADVISORS, LLC 2025 Q4 2/2/2026
Baypointe Partners LLC 2025 Q4 2/2/2026
Mission Hills Financial Advisory, LLC 2025 Q4 2/2/2026
Blake Schutter Theil Wealth Advisors, LLC 2025 Q4 2/2/2026
Millstone Evans Group, LLC 2025 Q4 2/2/2026
Triune Financial Partners, LLC 2025 Q4 2/2/2026
Pines Wealth Management, LLC 2025 Q4 2/2/2026
Level Wealth Management LLC 2025 Q4 2/2/2026
Capital Investment Counsel, LLC 2025 Q4 2/2/2026
Fairfield Financial Advisors, LTD 2025 Q4 2/2/2026
Robocap Asset Management Ltd 2025 Q4 2/2/2026
Sagace Wealth Management LLC 2025 Q4 2/2/2026
Breakwater Investment Management 2025 Q4 2/2/2026
GOLDEN ROAD ADVISORS LLC 2025 Q4 2/2/2026
Ballentine Capital Advisors, Inc 2025 Q4 2/2/2026
Fogel Capital Management, Inc. 2025 Q4 2/2/2026
Objectivity Squared, LLC 2025 Q4 2/2/2026
Independence Asset Advisors, LLC 2025 Q4 2/2/2026
Sachetta, LLC 2025 Q4 2/2/2026
Access Investment Management LLC 2025 Q4 2/2/2026
Integrity Wealth Solutions LLC 2025 Q4 2/2/2026
Aikya Investment Management Ltd 2025 Q4 2/2/2026
UPTICK PARTNERS, LLC 2025 Q4 2/2/2026
SYNTAX RESEARCH, INC. 2025 Q4 2/2/2026
QRG CAPITAL MANAGEMENT, INC. 2025 Q4 2/2/2026
ACORN CREEK CAPITAL LLC 2025 Q4 2/2/2026
Payne Capital Management, LLC 2025 Q4 2/2/2026
MN Wealth Advisors, LLC 2025 Q4 2/2/2026
KPP Advisory Services LLC 2025 Q4 2/2/2026
Vawter Financial, Ltd. 2025 Q4 2/2/2026
MilWealth Group LLC 2025 Q4 2/2/2026
Sparta 24 Ltd. 2025 Q4 2/2/2026
LMG Wealth Partners, LLC 2025 Q4 2/2/2026
DUDLEY CAPITAL MANAGEMENT, LLC 2025 Q4 2/2/2026
B.O.S.S. Retirement Advisors, LLC 2025 Q4 2/2/2026
New England Capital Financial Advisors LLC 2025 Q4 2/2/2026
HTG Investment Advisors, Inc. 2025 Q4 2/2/2026
Hidden Cove Wealth Management, LLC 2025 Q4 2/2/2026
Forza Wealth Management, LLC 2025 Q4 2/2/2026
JDM Financial Group LLC 2025 Q4 2/2/2026
RIA Advisory Group LLC 2025 Q4 2/2/2026
Leslie Global Wealth, LLC 2025 Q4 2/2/2026
Citizens Business Bank 2025 Q4 2/2/2026
GDS Wealth Management 2025 Q4 2/2/2026
Altrius Capital Management Inc 2025 Q4 2/2/2026
Tevis Investment Management 2025 Q4 2/2/2026
Greenfield Savings Bank 2025 Q4 2/2/2026
Triasima Portfolio Management inc. 2025 Q4 2/2/2026
Bullseye Investment Management, LLC 2025 Q3 2/2/2026
OAK HARBOR WEALTH PARTNERS, LLC 2025 Q4 2/2/2026
Planning Center, Inc. 2025 Q4 2/2/2026
Gouws Capital LLC 2025 Q4 2/2/2026
FSA Advisors, Inc. 2025 Q4 2/2/2026
Manhattan West Asset Management, LLC 2025 Q4 2/2/2026
Long Run Wealth Advisors, LLC 2025 Q4 2/2/2026
VELA Investment Management, LLC 2025 Q4 2/2/2026
Whelan Financial 2025 Q4 2/2/2026
Alliance Wealth Advisors, LLC /UT 2025 Q4 2/2/2026
KIM, LLC 2025 Q4 2/2/2026
FWG Holdings, LLC 2025 Q4 - NEW HOLDINGS 2/2/2026
Guardian Wealth Advisors, LLC 2025 Q4 2/2/2026
Williams Financial, LLC 2025 Q4 2/2/2026
RWQ Financial Management Services, Inc. 2025 Q4 2/2/2026
Wells Financial Advisors INC 2025 Q4 2/2/2026
Allegheny Financial Group 2025 Q4 2/2/2026
APEIRON CAPITAL Ltd 2025 Q4 2/2/2026
Cerro Pacific Wealth Advisors LLC 2025 Q4 2/2/2026
CM Management, LLC 2025 Q4 2/2/2026
Marks Wealth, LLC 2025 Q4 2/2/2026
AIGH Capital Management LLC 2025 Q4 2/2/2026
Windward Private Wealth Management Inc. 2025 Q4 2/2/2026
Cypress Point Wealth Management, LLC 2025 Q4 2/2/2026
Signature Wealth Management Partners, LLC 2025 Q4 2/2/2026
Bull Oak Capital, LLC 2025 Q4 2/2/2026
Cornerstone Planning Group LLC 2025 Q4 2/2/2026
Souders Financial Advisors 2025 Q4 2/2/2026
Total Clarity Wealth Management, Inc. 2025 Q4 2/2/2026
PING CAPITAL MANAGEMENT, INC. 2025 Q4 2/2/2026
Aurora Private Wealth, Inc. 2025 Q4 2/2/2026
Summit Place Financial Advisors, LLC 2025 Q4 2/2/2026