Recent Disclosures

Latest 13F Filings

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

Manager Period Date filed
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 2025 Q4 2/17/2026
ASHFORD CAPITAL MANAGEMENT INC 2025 Q4 2/17/2026
INVESTOR AB 2025 Q4 2/17/2026
BROWN CAPITAL MANAGEMENT LLC 2025 Q4 2/17/2026
WS MANAGEMENT LLLP 2025 Q4 2/17/2026
NISSAY ASSET MANAGEMENT CORP /JAPAN 2025 Q4 2/17/2026
TRUSTMARK BANK TRUST DEPARTMENT 2025 Q4 2/17/2026
ANGELO GORDON & CO., L.P. 2025 Q4 2/17/2026
Aristotle Capital Management, LLC 2025 Q4 2/17/2026
MARK ASSET MANAGEMENT LP 2025 Q4 2/17/2026
WEDGEWOOD PARTNERS INC 2025 Q4 2/17/2026
STATE OF WISCONSIN INVESTMENT BOARD 2025 Q4 2/17/2026
TCW GROUP INC 2025 Q4 2/17/2026
DEAN INVESTMENT ASSOCIATES, LLC 2025 Q4 2/17/2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2025 Q4 2/17/2026
CRAWFORD INVESTMENT COUNSEL INC 2025 Q4 2/17/2026
AMERIPRISE FINANCIAL INC 2025 Q4 2/17/2026
TANAKA CAPITAL MANAGEMENT INC 2025 Q4 2/17/2026
JONES FINANCIAL COMPANIES LLLP 2025 Q4 2/17/2026
HARRIS ASSOCIATES L P 2025 Q4 2/17/2026
HOWARD HUGHES MEDICAL INSTITUTE 2025 Q4 2/17/2026
CALIFORNIA FIRST LEASING CORP 2025 Q4 2/17/2026
PRICE T ROWE ASSOCIATES INC /MD/ 2025 Q4 2/17/2026
Power Corp of Canada 2025 Q4 2/17/2026
CARRET ASSET MANAGEMENT, LLC 2025 Q4 2/17/2026
HOWE & RUSLING INC 2025 Q4 2/17/2026
HANCOCK WHITNEY CORP 2025 Q4 2/17/2026
Ventas, Inc. 2025 Q4 2/17/2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2025 Q4 2/17/2026
NORTHERN TRUST CORP 2025 Q4 2/17/2026
FIRST MANHATTAN CO. LLC. 2025 Q4 2/17/2026
Laird Norton Wetherby Trust Company, LLC 2025 Q4 2/17/2026
GERMAN AMERICAN BANCORP, INC. 2025 Q4 2/17/2026
CITY NATIONAL BANK OF FLORIDA /MSD 2025 Q4 2/17/2026
BANK OF AMERICA CORP /DE/ 2025 Q4 2/17/2026
Renesas Electronics America Inc. 2025 Q4 2/17/2026
American Airlines Group Inc. 2025 Q4 2/17/2026
LOEWS CORP 2025 Q4 2/17/2026
PROTECTIVE LIFE CORP 2025 Q4 2/17/2026
FRED ALGER MANAGEMENT, LLC 2025 Q4 2/17/2026
FRONTIER CAPITAL MANAGEMENT CO LLC 2025 Q4 2/17/2026
FIL Ltd 2025 Q4 2/17/2026
FMR LLC 2025 Q4 2/17/2026
GLENMEDE TRUST CO NA 2025 Q4 2/17/2026
Merck & Co., Inc. 2025 Q4 2/17/2026
ADVANCED MICRO DEVICES INC 2025 Q4 2/17/2026
CNA FINANCIAL CORP 2025 Q4 2/17/2026
Legend Capital Advisors LLC 2025 Q4 2/17/2026
DECISION INVESTMENTS, INC 2025 Q4 2/17/2026
Hyposwiss Advisors SA 2025 Q4 2/17/2026
Laura & John Arnold Foundation 2025 Q4 2/17/2026
Buckley Capital Advisors, LLC 2025 Q4 2/17/2026
Ishara Investments LP 2025 Q4 2/17/2026
Donalies Financial Planning, LLC 2025 Q4 2/17/2026
71 West Capital Partners 2025 Q4 2/17/2026
Aspect Management, LLC 2025 Q4 2/17/2026
Legacy Wealth Advisors, LLC 2025 Q4 2/17/2026
Appalachian Capital Management Ltd 2025 Q4 2/17/2026
Blue Line Capital, LLC / IL 2025 Q4 2/17/2026
Miller Capital Partners, Inc. 2025 Q4 2/17/2026
Frec Markets, Inc. 2025 Q4 2/17/2026
URS Advisory LLC 2025 Q4 2/17/2026
TSG Advice Partners, LLC 2025 Q4 2/17/2026
SPWM Advisors LLC 2025 Q4 2/17/2026
BNB Wealth Management, LLC 2025 Q4 2/17/2026
Silver Grove Financial Group, Inc. 2025 Q4 2/17/2026
EVOLVE PRIVATE WEALTH, LLC 2025 Q4 2/17/2026
MWG Caph Ltd 2025 Q4 2/17/2026
Sun Group Wealth Partners 2025 Q4 2/17/2026
MAC Alpha Capital Management, LP 2025 Q4 2/17/2026
BLUEDOOR PRIVATE WEALTH, LLC 2025 Q4 2/17/2026
Karnit Road Accident Victims Compensation Fund 2025 Q4 2/17/2026
ATLas Financial Planning LLC 2025 Q4 2/17/2026
Steffes Financial, Ltd. 2025 Q4 2/17/2026
MATTERS CAPITAL LLC 2025 Q4 2/17/2026
Tannin Capital LLC 2025 Q4 2/17/2026
Asset One Wealth Management LLC 2025 Q4 2/17/2026
BCV Asset Management Inc. 2025 Q4 2/17/2026
Wealth Analytics Partners, LLC 2025 Q4 2/17/2026
McCartney Wealth Management LLC 2025 Q4 2/17/2026
Townsend Financial Planning, LLC 2025 Q4 2/17/2026
Vines Capital Management, LLC 2025 Q4 2/17/2026
Altrafin AG 2025 Q3 2/17/2026
Altrafin AG 2025 Q2 2/17/2026
Altrafin AG 2025 Q1 2/17/2026
Altrafin AG 2024 Q4 2/17/2026
Altrafin AG 2024 Q3 2/17/2026
Altrafin AG 2024 Q2 2/17/2026
Altrafin AG 2024 Q1 2/17/2026
Altrafin AG 2023 Q4 2/17/2026
Altrafin AG 2023 Q3 2/17/2026
Altrafin AG 2023 Q2 2/17/2026
Altrafin AG 2023 Q1 2/17/2026
Altrafin AG 2022 Q4 2/17/2026
Altrafin AG 2022 Q3 2/17/2026
Altrafin AG 2022 Q2 2/17/2026
Altrafin AG 2022 Q1 2/17/2026
Altrafin AG 2021 Q4 2/17/2026
Aspirean Wealth, LLC 2025 Q4 2/17/2026
BITTERROOT CAPITAL ADVISORS LLC 2025 Q4 2/17/2026