Latest 13F Filings

Since 1/1/2026

Manager Period Date Filed
IES Holdings, Inc. 2025 Q4 2/12/2026
CAPITAL COUNSEL LLC/NY 2025 Q4 2/12/2026
Longbow Finance SA 2025 Q4 2/12/2026
WestCap Management, LLC 2025 Q4 2/12/2026
Empower Annuity Insurance Co 2025 Q4 2/12/2026
GSK plc 2025 Q4 2/12/2026
Cliffwater LLC 2025 Q4 2/12/2026
FOSTER DYKEMA CABOT & PARTNERS, LLC 2025 Q4 2/12/2026
SKBA CAPITAL MANAGEMENT LLC 2025 Q4 2/12/2026
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 2025 Q4 2/12/2026
CHEVRON CORP 2025 Q4 2/12/2026
GENERATION INVESTMENT MANAGEMENT LLP 2025 Q4 2/12/2026
SR One Capital Management, LP 2025 Q4 2/12/2026
Pfizer Inc 2025 Q4 2/12/2026
North Ground Capital 2025 Q4 2/12/2026
Venator Management LLC 2025 Q4 2/12/2026
Financial Engines Advisors L.L.C. 2025 Q4 2/12/2026
ECLIPSE OPERATIONS, LLC 2025 Q4 2/12/2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 2025 Q4 2/12/2026
AMERICAN INTERNATIONAL GROUP, INC. 2025 Q4 2/12/2026
Senvest Management, LLC 2025 Q4 2/12/2026
Anthracite Investment Company, Inc. 2025 Q4 2/12/2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2025 Q4 2/12/2026
AFFINITY INVESTMENT ADVISORS, LLC 2025 Q4 2/12/2026
Front Row Advisors LLC 2025 Q4 2/12/2026
Reliant Wealth Planning 2025 Q4 2/12/2026
Federation des caisses Desjardins du Quebec 2025 Q4 2/12/2026
Remedium Capital Partners, LLC 2025 Q4 2/12/2026
Leith Wheeler Investment Counsel Ltd. 2025 Q4 2/12/2026
Point Break Capital Management, LLC 2025 Q4 2/12/2026
McDonough Capital Management, Inc 2025 Q4 2/12/2026
NEW SOUTH CAPITAL MANAGEMENT INC 2025 Q4 2/12/2026
Versant Venture Management, LLC 2025 Q4 2/12/2026
HOHIMER WEALTH MANAGEMENT, LLC 2025 Q4 2/12/2026
THIRD AVENUE MANAGEMENT LLC 2025 Q4 2/12/2026
Bank of Jackson Hole Trust 2025 Q4 2/12/2026
HRT FINANCIAL LP 2025 Q4 2/12/2026
Alibaba Group Holding Ltd 2025 Q4 2/12/2026
HIGHLAND PEAK CAPITAL, LLC 2025 Q4 2/12/2026
Solano Wealth Investment Advisors LLC 2025 Q4 2/12/2026
WELCH CAPITAL PARTNERS LLC/NY 2025 Q4 2/12/2026
Schneider Downs Wealth Management Advisors, LP 2025 Q4 2/12/2026
CoreCommodity Management, LLC 2025 Q4 2/12/2026
VUB Generali dochodkova spravcovska spolocnost, a.s. 2025 Q4 2/12/2026
Signet Investment Advisory Group, Inc. 2025 Q4 2/12/2026
LAFFER TENGLER INVESTMENTS, INC. 2025 Q4 2/12/2026
Benson Wealth Management INC 2025 Q4 2/12/2026
Planning Project LLC 2025 Q4 2/12/2026
Alaska Permanent Fund Corp 2025 Q4 2/12/2026
Cooper Capital Advisors LLC 2025 Q4 2/12/2026
Declaration Partners LP 2025 Q4 2/12/2026
Empower Advisory Group, LLC 2025 Q4 2/12/2026
Round Hill Asset Management 2025 Q4 2/12/2026
SILVERARC CAPITAL MANAGEMENT, LLC 2025 Q4 2/12/2026
Blue Edge Capital, LLC 2025 Q4 2/12/2026
GRANITE ISLANDS PRIVATE WEALTH, LLC 2025 Q4 2/12/2026
Toronado Partners, LLC 2025 Q4 2/12/2026
BAHL & GAYNOR INC 2025 Q4 2/12/2026
Loudon Investment Management, LLC 2025 Q4 2/12/2026
GuideStone Capital Management, LLC 2025 Q4 2/12/2026
Elevated Private Wealth, LLC 2025 Q4 2/12/2026
Litman Gregory Wealth Management LLC 2025 Q4 2/12/2026
Helium Advisors LLC 2025 Q4 2/12/2026
SMA Capital LLC 2025 Q4 2/12/2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2025 Q4 2/12/2026
CIBC WORLD MARKETS CORP 2025 Q4 2/12/2026
Ascent Advisors, LLC 2025 Q4 2/12/2026
Sand Hill Global Advisors, LLC 2025 Q4 2/12/2026
Stonebridge Capital Advisors LLC 2025 Q4 2/12/2026
Tandem Wealth Advisors LLC 2025 Q4 2/12/2026
BURKE & HERBERT BANK & TRUST CO 2025 Q4 2/12/2026
Aristides Capital LLC 2025 Q4 2/12/2026
Beacon Capital Management, Inc. 2025 Q4 2/12/2026
Advisors Asset Management, Inc. 2025 Q4 2/12/2026
RBO & CO LLC 2025 Q4 2/12/2026
Mason Investment Advisory Services, Inc. 2025 Q4 2/12/2026
PARADIGM CAPITAL MANAGEMENT INC/NY 2025 Q4 2/12/2026
PINEBRIDGE INVESTMENTS LLC 2025 Q4 - RESTATEMENT 2/12/2026
Carson Advisory Inc. 2025 Q4 2/12/2026
Counterpoint Mutual Funds LLC 2025 Q1 2/12/2026
TOCQUEVILLE ASSET MANAGEMENT L.P. 2025 Q4 2/12/2026
Tribune Investment Group LP 2025 Q4 2/12/2026
Ankerstar Wealth, LLC 2025 Q4 2/12/2026
Strive Asset Management, LLC 2025 Q4 2/12/2026
CNO Financial Group, Inc. 2025 Q4 2/12/2026
Eagle Point Credit Management LLC 2025 Q4 2/12/2026
NORTHSTAR ASSET MANAGEMENT INC 2025 Q4 2/12/2026
PINEBRIDGE INVESTMENTS ASIA LTD 2025 Q4 2/12/2026
BANC FUNDS CO LLC 2025 Q4 2/12/2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2025 Q4 2/12/2026
PENOBSCOT WEALTH MANAGEMENT 2025 Q4 2/12/2026
Capital Markets Trading UK LLP 2025 Q4 2/12/2026
AKUNA SECURITIES LLC 2025 Q4 2/12/2026
First Western Trust Bank 2025 Q4 2/12/2026
StoneX Group Inc. 2025 Q4 2/12/2026
HARBOUR INVESTMENT MANAGEMENT LLC 2025 Q4 2/12/2026
LBMC INVESTMENT ADVISORS, LLC 2025 Q4 2/12/2026
CMT Capital Markets Trading GmbH 2025 Q4 2/12/2026
PENINSULA ASSET MANAGEMENT INC 2025 Q4 2/12/2026
Daybright Advisory Services, Inc. 2025 Q4 2/12/2026