Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
CAPITAL WEALTH MANAGEMENT, LLC 2025 Q4 2/2/2026
PFA Pension, Forsikringsaktieselskab 2025 Q4 2/2/2026
Pegasus Asset Management, Inc. 2025 Q4 2/2/2026
One Wealth Advisors, LLC 2025 Q4 2/2/2026
Sawyer & Company, Inc 2025 Q4 2/2/2026
Savoir Faire Capital Management, L.P. 2025 Q4 2/2/2026
Lattice Capital Management, LLC 2025 Q4 2/2/2026
Varma Mutual Pension Insurance Co 2025 Q4 2/2/2026
Farmers & Merchants Trust Co of Chambersburg PA 2025 Q4 2/2/2026
GenTrust, LLC 2025 Q4 2/2/2026
Mutual Advisors, LLC 2025 Q4 2/2/2026
Ironwood Wealth Management, LLC. 2025 Q4 2/2/2026
Nicholas Hoffman & Company, LLC. 2025 Q4 2/2/2026
SevenBridge Financial Group, LLC 2025 Q4 2/2/2026
AlphaStar Capital Management, LLC 2025 Q4 2/2/2026
Amplify Investments, LLC 2025 Q4 2/2/2026
Pinnacle Wealth Management Advisory Group, LLC 2025 Q4 2/2/2026
Verger Capital Management LLC 2025 Q4 2/2/2026
Gibraltar Capital Management, Inc. 2025 Q4 2/2/2026
Elite Wealth Management, Inc. 2025 Q4 2/2/2026
Del-Sette Capital Management, LLC 2025 Q4 2/2/2026
PKS Advisory Services, LLC 2025 Q4 2/2/2026
Bellecapital International Ltd. 2025 Q4 2/2/2026
Advisors Preferred, LLC 2025 Q4 2/2/2026
Pettee Investors, Inc. 2025 Q4 2/2/2026
Balentine LLC 2025 Q4 2/2/2026
Composition Wealth, LLC 2025 Q4 2/2/2026
TCI Wealth Advisors, Inc. 2025 Q4 2/2/2026
Addison Capital Co 2025 Q4 2/2/2026
Chicago Capital Management, LLC 2025 Q4 2/2/2026
LVZ, Inc. 2025 Q4 2/2/2026
Pachira Investments Inc. 2025 Q4 2/2/2026
Horizon Investments, LLC 2025 Q4 2/2/2026
Estate Counselors, LLC 2025 Q4 2/2/2026
SNS Financial Group, LLC 2025 Q4 2/2/2026
Broussard Financial Group LLC 2025 Q4 2/2/2026
Ascent Wealth Partners, LLC 2025 Q4 2/2/2026
Artemis Investment Management LLP 2025 Q4 2/2/2026
Peregrine Asset Advisers, Inc. 2025 Q4 2/2/2026
CapWealth Advisors, LLC 2025 Q4 2/2/2026
Van Berkom & Associates Inc. 2025 Q4 2/2/2026
Glencore plc 2025 Q4 - RESTATEMENT 2/2/2026
VISTA CAPITAL PARTNERS, INC. 2025 Q4 2/2/2026
Verus Financial Partners, Inc. 2025 Q4 2/2/2026
Avidian Wealth Enterprises, LLC 2025 Q4 2/2/2026
Reynders McVeigh Capital Management, LLC 2025 Q4 2/2/2026
BENJAMIN EDWARDS INC 2025 Q4 2/2/2026
INTACT INVESTMENT MANAGEMENT INC. 2025 Q4 2/2/2026
Ativo Capital Management LLC 2025 Q4 2/2/2026
Sherborne Investors Management LP 2025 Q4 2/2/2026
HEADINVEST, LLC 2025 Q4 2/2/2026
MCDONALD PARTNERS LLC 2025 Q4 2/2/2026
Spectrum Asset Management, Inc. 2025 Q4 2/2/2026
Millburn Ridgefield LLC /DE/ 2025 Q4 2/2/2026
WINSLOW ASSET MANAGEMENT INC 2025 Q4 2/2/2026
WOLVERINE ASSET MANAGEMENT LLC 2025 Q4 2/2/2026
WILKINS INVESTMENT COUNSEL INC 2025 Q4 2/2/2026
OPPENHEIMER ASSET MANAGEMENT INC. 2025 Q4 2/2/2026
CUMBERLAND ADVISORS INC 2025 Q4 2/2/2026
HUSSMAN STRATEGIC ADVISORS, INC. 2025 Q4 2/2/2026
Conestoga Capital Advisors, LLC 2025 Q4 2/2/2026
PROVIDENT TRUST CO 2025 Q4 2/2/2026
SEIZERT CAPITAL PARTNERS, LLC 2025 Q4 2/2/2026
PRINCIPAL FINANCIAL GROUP INC 2025 Q4 2/2/2026
Advanced Asset Management Advisors Inc 2025 Q4 2/2/2026
CAPITAL MANAGEMENT CORP /VA 2025 Q4 2/2/2026
SALZHAUER MICHAEL 2025 Q4 2/2/2026
CAISSE DES DEPOTS ET CONSIGNATIONS 2025 Q4 2/2/2026
DAVIS SELECTED ADVISERS 2025 Q4 2/2/2026
PITTENGER & ANDERSON INC 2025 Q4 2/2/2026
ACADEMY CAPITAL MANAGEMENT 2025 Q4 2/2/2026
BROOKTREE CAPITAL MANAGEMENT 2025 Q4 2/2/2026
MOODY ALDRICH PARTNERS LLC 2025 Q4 1/30/2026
TOEWS CORP /ADV 2025 Q4 1/30/2026
AMERICAN FINANCIAL & TAX STRATEGIES INC 2025 Q4 1/30/2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2025 Q4 1/30/2026
WENDELL DAVID ASSOCIATES INC 2025 Q4 1/30/2026
CHAPIN DAVIS, INC. 2025 Q4 1/30/2026
PVG ASSET MANAGEMENT CORP 2025 Q4 1/30/2026
CITIZENS FINANCIAL GROUP INC/RI 2025 Q4 1/30/2026
CALDWELL SUTTER CAPITAL, INC. 2025 Q4 1/30/2026
JENNISON ASSOCIATES LLC 2025 Q4 1/30/2026
M&T BANK CORP 2025 Q4 - RESTATEMENT 1/30/2026
US BANCORP \DE\ 2025 Q4 1/30/2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2025 Q4 1/30/2026
Boyer Financial Services, Inc. 2025 Q4 1/30/2026
Belleair Asset Management, LLC 2025 Q4 1/30/2026
Pacific Park Financial, Inc. 2025 Q4 1/30/2026
Ares Financial Consulting, LLC 2025 Q4 1/30/2026
China-UAE Investment Cooperation Fund, L.P. 2025 Q4 - RESTATEMENT 1/30/2026
Capital Developers, LLC 2025 Q4 1/30/2026
RCW Management, LLC 2025 Q4 1/30/2026
Cannon Capital Management, Inc. 2025 Q4 1/30/2026
KTF INVESTMENTS, LLC 2025 Q4 1/30/2026
Torren Management, LLC 2025 Q4 1/30/2026
Caldwell Trust Co 2025 Q4 1/30/2026
Kondo Wealth Advisors, Inc. 2025 Q4 1/30/2026
Safe Harbor Family Capital, LLC 2025 Q4 1/30/2026
Woodside Wealth Management LLC 2025 Q4 1/30/2026
Seek First Inc. 2025 Q4 1/30/2026