Recent Disclosures

Latest 13F Filings

Newest 13F forms filed since 4/1/2026.

Manager Period Date filed
New England Capital Financial Advisors LLC 2026 Q1 4/27/2026
Matson Money. Inc. 2026 Q1 4/27/2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2026 Q1 4/27/2026
USAdvisors Wealth Management, LLC 2026 Q1 4/27/2026
LEGACY FINANCIAL GROUP, INC. 2026 Q1 4/27/2026
DB Fitzpatrick & Co, Inc 2026 Q1 4/27/2026
F&V Capital Management, LLC 2026 Q1 4/27/2026
Marotta Asset Management 2026 Q1 4/27/2026
Prevatt Capital Ltd 2026 Q1 4/27/2026
World Investment Advisors 2026 Q1 4/27/2026
SIERRA SUMMIT ADVISORS LLC 2026 Q1 4/27/2026
Capelight Capital Asset Management LP 2026 Q1 - RESTATEMENT 4/27/2026
Flagstone Financial Management 2026 Q1 4/27/2026
Gordian Advisors LLC 2026 Q1 4/27/2026
First Dallas Securities Inc. 2026 Q1 4/27/2026
PAX Financial Group, LLC 2026 Q1 4/27/2026
Canal Capital Management, LLC 2026 Q1 4/27/2026
HS Management Partners, LLC 2026 Q1 4/27/2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC 2026 Q1 4/27/2026
Counterweight Ventures, LLC 2026 Q1 4/27/2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2026 Q1 4/27/2026
Kennon-Green & Company, LLC 2026 Q1 4/27/2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC 2026 Q1 4/27/2026
Carter Financial Group, INC. 2026 Q1 4/27/2026
4WEALTH ADVISORS, INC. 2026 Q1 4/27/2026
Turtle Creek Wealth Advisors, LLC 2026 Q1 4/27/2026
Value Investment Professionals, LLC 2026 Q1 - RESTATEMENT 4/27/2026
Argos Wealth Advisors, LLC 2026 Q1 4/27/2026
Geremia Financial Services, LLC 2026 Q1 4/27/2026
Latitude Advisors, LLC 2026 Q1 4/27/2026
CUMBERLAND ADVISORS INC 2026 Q1 4/27/2026
CWS Financial Advisors, LLC 2026 Q1 4/27/2026
Consolidated Portfolio Review Corp 2026 Q1 4/27/2026
PFG Investments, LLC 2026 Q1 4/27/2026
JM2 Capital Inc. 2026 Q1 4/27/2026
Baer Investment Advisory LLC 2026 Q1 4/27/2026
Kelman-Lazarov, Inc. 2026 Q1 4/27/2026
BIP Wealth, LLC 2026 Q1 4/27/2026
CERTIOR FINANCIAL GROUP, LLC 2026 Q1 4/27/2026
ACUTE INVESTMENT ADVISORY, LLC 2026 Q1 4/27/2026
Vavra Capital Management, LLC 2026 Q1 4/27/2026
Charter Capital Management, LLC\DE 2026 Q1 4/27/2026
Cresta Advisors, Ltd. 2026 Q1 4/27/2026
Capital Investment Services of America, Inc. 2026 Q1 4/27/2026
VICTORY FINANCIAL GROUP, LLC 2026 Q1 4/27/2026
Liberty Atlantic Advisors LLC 2026 Q1 4/27/2026
Soltis Investment Advisors LLC 2026 Q1 4/27/2026
GDS Wealth Management 2026 Q1 4/27/2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2026 Q1 4/27/2026
Navigate Wealth Management, LLC 2026 Q1 4/27/2026
TD PRIVATE CLIENT WEALTH LLC 2026 Q1 4/27/2026
MONEYWISE, INC. 2026 Q1 4/27/2026
TRUIST FINANCIAL CORP 2026 Q1 4/27/2026
TABR Capital Management, LLC 2026 Q1 4/27/2026
Directional Asset Management 2026 Q1 4/27/2026
Symmetry Partners, LLC 2026 Q1 4/27/2026
Silver Lake Advisory, LLC 2026 Q1 4/27/2026
Quantum Private Wealth, LLC 2026 Q1 4/27/2026
ALTERNA WEALTH MANAGEMENT, INC 2026 Q1 4/27/2026
Revisor Wealth Management LLC 2026 Q1 4/27/2026
Whitegate Investment Counselors, Inc. 2026 Q1 4/27/2026
FORTE ASSET MANAGEMENT LLC 2026 Q1 4/27/2026
One River Asset Management, LLC 2026 Q1 4/27/2026
Transcendent Capital Group LLC 2026 Q1 4/27/2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2026 Q1 4/27/2026
Eliot Finkel Investment Counsel, LLC 2026 Q1 4/27/2026
V-Square Quantitative Management LLC 2026 Q1 4/27/2026
Koshinski Asset Management, Inc. 2026 Q1 4/27/2026
Nationwide Fund Advisors 2026 Q1 4/27/2026
HUDSON EDGE INVESTMENT PARTNERS INC. 2026 Q1 4/27/2026
FSM Wealth Advisors, LLC 2026 Q1 4/27/2026
Fiduciary Planning LLC 2026 Q1 4/27/2026
Rubicon Global Capital Ltd 2026 Q1 4/27/2026
OLD REPUBLIC INTERNATIONAL CORP 2026 Q1 4/27/2026
Garrett Wealth Advisory Group, LLC 2026 Q1 4/27/2026
GenTrust, LLC 2026 Q1 4/27/2026
Tennessee Valley Asset Management Partners 2026 Q1 4/27/2026
Schaeffer Financial LLC 2026 Q1 4/27/2026
TSFG, LLC 2026 Q1 4/27/2026
PROVIDENT TRUST CO 2026 Q1 4/27/2026
Polaris Capital Management, LLC 2026 Q1 4/27/2026
Thrive Capital Management, LLC 2026 Q1 4/27/2026
Reynders McVeigh Capital Management, LLC 2026 Q1 4/27/2026
GREENLEAF TRUST 2026 Q1 4/27/2026
Board of the Pension Protection Fund 2026 Q1 4/27/2026
CAPITAL ADVISORS INC/OK 2026 Q1 4/27/2026
LBP AM SA 2026 Q1 4/27/2026
Great Point Wealth Advisors, LLC 2026 Q1 4/27/2026
PING CAPITAL MANAGEMENT, INC. 2026 Q1 4/27/2026
BONNESS ENTERPRISES INC 2026 Q1 - RESTATEMENT 4/27/2026
S.A. Mason LLC 2026 Q1 4/27/2026
NorthLanding Financial Partners, LLC 2026 Q1 4/27/2026
Pachira Investments Inc. 2026 Q1 4/27/2026
Keyes, Stange & Wooten Wealth Management, LLC 2026 Q1 4/27/2026
CITIZENS & NORTHERN CORP 2026 Q1 4/27/2026
Strathmore Capital Advisors, Inc. 2026 Q1 4/27/2026
Smith & Howard Wealth Management, LLC 2026 Q1 4/27/2026
Ethic Inc. 2026 Q1 4/27/2026
KEATING INVESTMENT COUNSELORS INC 2026 Q1 4/27/2026
RWC Asset Management LLP 2026 Q1 4/27/2026