Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Navigate Wealth Management, LLC 2026 Q2 7/23/2026
ROWLANDMILLER & PARTNERS.ADV 2026 Q2 7/23/2026
Global View Capital Management LLC 2026 Q2 7/23/2026
Berkshire Money Management, Inc. 2026 Q2 7/23/2026
AG2R LA MONDIALE GESTION D'ACTIFS 2026 Q2 7/23/2026
BancFirst Trust & Investment Management 2026 Q2 7/23/2026
Capital Advisors Wealth Management, LLC 2026 Q2 7/23/2026
Sterling Wealth Advisors Inc 2026 Q2 7/23/2026
McAlvany Wealth Management LLC 2026 Q2 7/23/2026
Carroll Advisory Group, LLC 2026 Q2 7/23/2026
BUFFALO BUSINESS & ESTATE SERVICES LTD 2026 Q2 7/23/2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2026 Q2 7/23/2026
AJ Advisors, LLC 2026 Q2 7/23/2026
Financial Planning Hawaii, Inc. 2026 Q2 7/23/2026
Brady Martz Wealth Solutions, LLC 2026 Q2 7/23/2026
TRUE Private Wealth Advisors 2026 Q2 7/23/2026
Tributary Capital Management, LLC 2026 Q2 7/23/2026
Citadel Investment Advisory, Inc. 2026 Q2 7/23/2026
Investment Research & Advisory Group, Inc. 2026 Q2 7/23/2026
Torrey-Payne Wealth Management, LLC 2026 Q2 7/23/2026
AdvisorNet Financial, Inc 2026 Q2 7/23/2026
James Hambro & Partners LLP 2026 Q2 7/23/2026
Robert Bosch GmbH 2026 Q2 7/23/2026
Berbice Capital Management LLC 2026 Q2 7/23/2026
COLUMBIA ADVISORY PARTNERS LLC 2026 Q2 7/23/2026
Smith Salley Wealth Management 2026 Q2 7/23/2026
Context Capital Management, LLC 2026 Q2 7/23/2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 2026 Q2 7/23/2026
Onyx Bridge Wealth Group LLC 2026 Q2 7/23/2026
Ballentine Capital Advisors, Inc 2026 Q2 7/23/2026
Holistic Financial Partners 2026 Q2 7/23/2026
Econ Financial Services Corp 2026 Q2 7/23/2026
Essex Bank 2026 Q2 7/23/2026
StrongBox Wealth, LLC 2026 Q2 7/23/2026
TEXAS PERMANENT SCHOOL FUND CORP 2026 Q2 7/23/2026
HERITAGE OAK WEALTH ADVISORS LLC 2026 Q2 7/23/2026
HERALD INVESTMENT MANAGEMENT Ltd 2026 Q2 7/23/2026
NEW WAVE WEALTH ADVISORS LLC 2026 Q2 - NEW HOLDINGS 7/23/2026
FINANCIAL DISCOVERY GROUP INC 2026 Q2 7/23/2026
GENERAL ELECTRIC CO 2026 Q2 7/23/2026
New Jersey Better Educational Savings Trust 2026 Q2 7/23/2026
LILLY ENDOWMENT INC 2026 Q2 7/23/2026
WEST BANCORPORATION INC 2026 Q2 7/23/2026
NEW WAVE WEALTH ADVISORS LLC 2026 Q2 7/23/2026
Strategic Blueprint, LLC 2026 Q2 7/23/2026
KOM Wealth Management Group, LLC 2026 Q2 7/23/2026
Monetary Solutions, Ltd 2026 Q2 7/23/2026
BREAKTHRU ADVISORY SERVICES, LLC 2026 Q2 7/23/2026
CORNERSTONE ENTERPRISES, LLC 2026 Q2 7/23/2026
Police & Firemen's Retirement System of New Jersey 2026 Q2 7/23/2026
Yorktown Management & Research Co Inc 2026 Q2 7/23/2026
VUB Generali dochodkova spravcovska spolocnost, a.s. 2026 Q2 7/23/2026
Grove Street Fiduciary, LLC 2026 Q2 7/23/2026
Palacios Wealth Management, LLC 2026 Q2 7/23/2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2026 Q2 7/23/2026
TFC Financial Management, Inc. 2026 Q2 7/23/2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2026 Q2 7/23/2026
Artemis Investment Management LLP 2026 Q2 7/23/2026
COTTONWOOD CAPITAL ADVISORS, LLC 2026 Q2 7/23/2026
Sherrill & Hutchins Financial Advisory, Inc 2026 Q2 7/23/2026
PARTHENON LLC 2026 Q2 7/23/2026
NWAM LLC 2026 Q2 7/23/2026
EQ LLC 2026 Q2 7/23/2026
Cedarwood Wealth LLC 2026 Q2 7/23/2026
Arena Capital Advisors, LLC- CA 2026 Q2 7/23/2026
Morton Capital Management LLC/CA 2026 Q2 7/23/2026
Wedbush Fund Advisers, LLC 2025 Q4 7/23/2026
Markin Volterra Fund LP 2026 Q2 7/23/2026
Groupe des Assurances du Credit Mutuel 2026 Q2 7/23/2026
Smallwood Wealth Investment Management, LLC 2026 Q2 7/23/2026
Intesa Sanpaolo Wealth Management 2026 Q2 7/23/2026
DARA CAPITAL US, INC. 2026 Q2 7/23/2026
Brummer Multi-Strategy AB 2026 Q2 7/23/2026
PPSC Investment Service Corp 2026 Q2 7/23/2026
Baader Bank Aktiengesellschaft 2026 Q2 7/23/2026
PayPay Securities Corp 2026 Q2 7/23/2026
WealthNavi Inc. 2026 Q2 7/23/2026
ABN AMRO INVESTMENT SOLUTIONS 2026 Q2 7/23/2026
Alecta Tjanstepension Omsesidigt 2026 Q2 7/23/2026
SECURIAN ASSET MANAGEMENT, INC 2026 Q2 7/23/2026
Warren Street Wealth Advisors, LLC 2026 Q2 7/22/2026
VSM Wealth Advisory, LLC 2026 Q2 7/22/2026
CAPITAL ADVISORS INC/OK 2026 Q2 7/22/2026
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 2026 Q2 7/22/2026
Robbins Farley 2026 Q2 7/22/2026
Steigerwald, Gordon & Koch Inc. 2026 Q2 7/22/2026
Cooper Capital Advisors LLC 2026 Q2 7/22/2026
LAZARI CAPITAL MANAGEMENT, INC. 2026 Q2 7/22/2026
MERIDIAN INVESTMENT COUNSEL INC. 2026 Q2 7/22/2026
Better Way Financial, LLC 2026 Q2 7/22/2026
WT Wealth Management 2026 Q2 7/22/2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2026 Q2 7/22/2026
LOUISBOURG INVESTMENTS INC. 2026 Q2 7/22/2026
Westchester Capital Management, Inc. 2026 Q2 7/22/2026
PIONEER TRUST BANK N A/OR 2026 Q2 7/22/2026
SBI Securities Co., Ltd. 2026 Q2 7/22/2026
Apollon Wealth Management, LLC 2026 Q2 7/22/2026
Apollon Financial, LLC 2026 Q2 7/22/2026
THOMAS STORY & SON LLC 2026 Q2 7/22/2026
UG Investment Advisers Ltd. 2026 Q2 7/22/2026