Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
Strategic Planning, Inc. 2025 Q4 2/18/2026
Galaxy Group Investments LLC 2025 Q4 2/18/2026
Widmann Financial Services, Inc. 2025 Q4 2/18/2026
KINTRA WEALTH, LLC 2025 Q4 2/18/2026
Royal Capital Wealth Management, LLC 2025 Q4 2/18/2026
Beartown Capital Management, LLC 2025 Q4 2/18/2026
Vermillion & White Wealth Management Group, LLC 2025 Q4 2/18/2026
Cederberg Capital Ltd 2025 Q4 - RESTATEMENT 2/18/2026
KVP Capital Advisors, LP 2025 Q4 2/18/2026
SkyView Investment Advisors, LLC 2025 Q4 2/18/2026
Absoluto Partners Gestao de Recursos Ltda 2025 Q4 2/18/2026
Greenstone Partners & Co., LLC 2025 Q4 2/18/2026
Kensington Investment Counsel, LLC 2025 Q4 2/18/2026
Grand Central Investment Group 2025 Q4 2/18/2026
OBSIDIAN CIO, LLC 2025 Q4 2/18/2026
DCM Advisors, LLC 2025 Q4 2/18/2026
SVF Sponsor III (DE) LLC 2025 Q4 2/18/2026
Ironclad Investments LLC 2025 Q4 2/18/2026
Global Frontier Investments LLC 2025 Q4 2/18/2026
Onyx Bridge Wealth Group LLC 2025 Q4 2/18/2026
Standard Family Office LLC 2025 Q4 2/18/2026
Mosaic Advisors LLC 2025 Q4 2/18/2026
Adams Wealth Management 2025 Q4 2/18/2026
Adventist Health System/ West 2025 Q4 2/18/2026
Stokes Family Office, LLC 2025 Q4 2/18/2026
Elliott Investment Management L.P. 2025 Q4 2/18/2026
Sierra Capital LLC 2025 Q4 2/18/2026
Socorro Asset Management LP 2025 Q4 2/18/2026
Ikarian Capital, LLC 2025 Q4 2/18/2026
Veradace Capital Management LLC 2025 Q4 2/18/2026
Wahed Invest LLC 2025 Q4 2/18/2026
Hamilton Wealth, LLC 2025 Q4 2/18/2026
Vident Advisory, LLC 2025 Q4 2/18/2026
Beacon Pointe Advisors, LLC 2025 Q4 2/18/2026
Lynrock Lake LP 2025 Q4 - NEW HOLDINGS 2/18/2026
SB INVESTMENT ADVISERS (UK) LTD 2025 Q4 2/18/2026
Virtue Capital Management, LLC 2025 Q3 - RESTATEMENT 2/18/2026
Virtue Capital Management, LLC 2025 Q4 - RESTATEMENT 2/18/2026
Summit Global Investments 2025 Q4 2/18/2026
Achmea Investment Management B.V. 2025 Q4 2/18/2026
SOF Ltd 2025 Q4 2/18/2026
Front Street Capital Management, Inc. 2025 Q4 2/18/2026
Kanen Wealth Management LLC 2025 Q4 2/18/2026
Yu Fan 2025 Q4 2/18/2026
8VC GP I, LLC 2025 Q4 2/18/2026
Coastal Bridge Advisors, LLC 2025 Q4 2/18/2026
NAYA CAPITAL MANAGEMENT UK LTD 2025 Q4 2/18/2026
CAT ROCK CAPITAL MANAGEMENT LP 2025 Q4 2/18/2026
NewEdge Advisors, LLC 2025 Q4 2/18/2026
Blue Chip Partners, LLC 2025 Q4 2/18/2026
Nalanda India Equity Fund Ltd 2025 Q4 2/18/2026
Krensavage Asset Management, LLC 2025 Q4 2/18/2026
CAHILL FINANCIAL ADVISORS INC 2025 Q4 2/18/2026
FAS Wealth Partners, Inc. 2025 Q4 2/18/2026
TAM Capital Management Inc. 2025 Q4 2/18/2026
TAM Capital Management Inc. 2025 Q4 - RESTATEMENT 2/18/2026
Empowered Funds, LLC 2025 Q4 - RESTATEMENT 2/18/2026
State of Tennessee, Department of Treasury 2025 Q4 2/18/2026
Regal Partners Ltd 2025 Q4 2/18/2026
CTC Alternative Strategies, Ltd. 2025 Q4 2/18/2026
High Falls Advisors, Inc 2025 Q4 2/18/2026
EP Wealth Advisors, LLC 2025 Q4 2/18/2026
VestGen Investment Management 2025 Q4 2/18/2026
JCP Investment Management, LLC 2025 Q4 2/18/2026
CTC LLC 2025 Q4 2/18/2026
CIM, LLC 2025 Q4 2/18/2026
VR Advisory Services Ltd 2025 Q4 - RESTATEMENT 2/18/2026
ALPINE WOODS CAPITAL INVESTORS, LLC 2025 Q4 2/18/2026
GUARDIAN CAPITAL LP 2025 Q4 2/18/2026
MENDON CAPITAL ADVISORS CORP 2025 Q4 2/18/2026
FIRST CITIZENS BANK & TRUST CO 2025 Q4 2/18/2026
FULLER & THALER ASSET MANAGEMENT, INC. 2025 Q4 - NEW HOLDINGS 2/18/2026
Adelante Capital Management LLC 2025 Q4 2/18/2026
ALPHA CAPITAL ADVISORS INC /ADV 2025 Q4 2/18/2026
ORACLE INVESTMENT MANAGEMENT INC 2025 Q4 2/18/2026
ZAZOVE ASSOCIATES LLC 2025 Q4 2/18/2026
OAKTREE CAPITAL MANAGEMENT LP 2025 Q4 2/17/2026
BERKSHIRE ASSET MANAGEMENT LLC/PA 2025 Q4 2/17/2026
TORONTO DOMINION BANK 2025 Q4 2/17/2026
EAGLE CAPITAL MANAGEMENT LLC 2025 Q4 2/17/2026
HUTNER CAPITAL MANAGEMENT INC 2025 Q4 2/17/2026
SIEMENS AG 2025 Q4 2/17/2026
Equinox Partners Investment Management LLC 2025 Q4 2/17/2026
DRIEHAUS CAPITAL MANAGEMENT LLC 2025 Q4 2/17/2026
OBERWEIS ASSET MANAGEMENT INC/ 2025 Q4 2/17/2026
DF DENT & CO INC 2025 Q4 2/17/2026
ELKHORN PARTNERS LIMITED PARTNERSHIP 2025 Q4 2/17/2026
HARDING LOEVNER LP 2025 Q4 2/17/2026
SMITH THOMAS W 2025 Q4 2/17/2026
NATIONAL BANK OF CANADA /FI/ 2025 Q4 2/17/2026
TUDOR INVESTMENT CORP ET AL 2025 Q4 2/17/2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 2025 Q4 2/17/2026
ICAHN CARL C 2025 Q4 2/17/2026
LENNAR CORP /NEW/ 2025 Q4 2/17/2026
KELLY LAWRENCE W & ASSOCIATES INC/CA 2025 Q4 2/17/2026
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 2025 Q4 2/17/2026
MARSHFIELD ASSOCIATES 2025 Q4 2/17/2026
HANOVER ADVISORS INC 2025 Q4 2/17/2026
FARALLON CAPITAL MANAGEMENT LLC 2025 Q4 2/17/2026
FARALLON CAPITAL MANAGEMENT LLC 2025 Q3 - RESTATEMENT 2/17/2026