Latest 13F Filings

Since 1/1/2026

Manager Period Date Filed
Kintegral Advisory, LLC 2025 Q4 2/12/2026
Brightwater Advisory LLC 2025 Q4 2/12/2026
Pollock Investment Advisors, LLC 2025 Q4 2/12/2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 2025 Q4 2/12/2026
Tripletail Wealth Management, LLC 2025 Q4 2/12/2026
RENAISSANCE TECHNOLOGIES LLC 2025 Q4 2/12/2026
OPUS INVESTMENT MANAGEMENT INC 2025 Q4 2/12/2026
ROSS\JOHNSON & Associates LLC 2025 Q4 2/12/2026
Triumph Capital Management 2025 Q4 2/12/2026
SkyBridge Capital II, LLC 2025 Q4 2/12/2026
Ardent Capital Management, Inc. 2025 Q4 2/12/2026
Quantum Portfolio Management LLC 2025 Q4 2/12/2026
Index Technologies Group LLC 2025 Q4 2/12/2026
Hilton Capital Management, LLC 2025 Q4 2/12/2026
Richwood Investment Advisors, LLC 2025 Q4 2/12/2026
SPROTT INC. 2025 Q4 2/12/2026
Lane Generational LLC 2025 Q4 2/12/2026
Pembroke Management, LTD 2025 Q4 2/12/2026
RESTON WEALTH MANAGEMENT LLC 2025 Q4 2/12/2026
COMMONWEALTH EQUITY SERVICES, LLC 2025 Q4 2/12/2026
DIVIDEND ASSETS CAPITAL, LLC 2025 Q4 2/12/2026
Groupe la Francaise 2025 Q4 2/12/2026
Aldebaran Capital, LLC 2025 Q4 2/12/2026
RIK SAYLOR FINANCIAL, INC. 2025 Q4 2/12/2026
Candlestick Capital Management LP 2025 Q4 2/12/2026
Navera Investment Management Ltd. 2025 Q4 2/12/2026
FEDERATED HERMES, INC. 2025 Q4 2/12/2026
Pettinga Financial Advisors LLC 2025 Q4 2/12/2026
Godshalk Welsh Capital Management, Inc. 2025 Q4 2/12/2026
Decheng Capital LLC 2025 Q4 2/12/2026
Vickerman Investment Advisors, Inc. 2025 Q4 2/12/2026
Stonegate Management LLC 2025 Q4 2/12/2026
AMERICAN FINANCIAL GROUP INC 401(K) RETIREMENT & SAVINGS PLAN 2025 Q4 2/12/2026
JT Stratford LLC 2025 Q4 2/12/2026
AMERICAN FINANCIAL GROUP INC 2025 Q4 2/12/2026
Atlas FRM LLC 2025 Q4 2/12/2026
FreeGulliver LLC 2025 Q4 2/12/2026
Greenfield Seitz Capital Management, LLC 2025 Q4 2/12/2026
Wood Tarver Financial Group, LLC 2025 Q4 2/12/2026
Parsonex Advisory Services, Inc. 2025 Q3 2/12/2026
Texas County & District Retirement System 2025 Q4 2/12/2026
EIGHT 31 FINANCIAL, LLC 2025 Q4 2/12/2026
SFAM, LLC 2025 Q4 2/12/2026
MINDSET WEALTH MANAGEMENT, LLC 2025 Q4 2/12/2026
Parsonex Advisory Services, Inc. 2025 Q2 2/12/2026
Wayfinding Financial, LLC 2025 Q4 2/12/2026
IFC & Insurance Marketing, Inc. 2025 Q4 2/12/2026
von Borstel & Associates, Inc. 2025 Q4 2/12/2026
Keystone Financial Services 2025 Q4 2/12/2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2025 Q4 2/12/2026
Intesa Sanpaolo S.p.A. 2025 Q4 2/12/2026
Virtue Capital Management, LLC 2025 Q4 2/12/2026
PCG ASSET MANAGEMENT, LLC 2025 Q4 2/12/2026
Counterpoint Mutual Funds LLC 2025 Q4 2/12/2026
Alpha Family Trust 2025 Q4 2/12/2026
DIMENSIONAL FUND ADVISORS LP 2025 Q4 2/12/2026
FORTRESS PRIVATE LEDGER, LLC 2025 Q4 2/12/2026
ATLANTIC FAMILY WEALTH, LLC 2025 Q4 2/12/2026
Ironsides Asset Advisors, LLC 2025 Q4 2/12/2026
Wagner Wealth Management, Corp 2025 Q4 2/12/2026
CORRECT CAPITAL WEALTH MANAGEMENT 2025 Q4 2/12/2026
EntryPoint Capital, LLC 2025 Q4 2/12/2026
Olde Wealth Management, LLC 2025 Q4 2/12/2026
RMR Capital Management, LLC 2025 Q4 2/12/2026
DSM CAPITAL PARTNERS LLC 2025 Q4 2/12/2026
SACHEM HILL LLC 2025 Q4 2/12/2026
RCF Management L.L.C. 2025 Q4 2/12/2026
Asset Advisory Group, Inc. 2025 Q4 2/12/2026
JRM Investment Counsel, LLC 2025 Q4 2/12/2026
Columbia River Financial Group, LLC 2025 Q4 2/12/2026
Fairfield University 2025 Q4 2/12/2026
PROMETHIUM ADVISORS,LLC 2025 Q4 2/12/2026
LWM Advisory Services, LLC 2025 Q4 2/12/2026
Integrated Quantitative Investments LLC 2025 Q4 2/12/2026
Jasper Ridge Partners, L.P. 2025 Q4 2/12/2026
Intesa Sanpaolo Wealth Management 2025 Q4 2/12/2026
Boulay Financial Advisors, LLC 2025 Q4 2/12/2026
EHP Funds Inc. 2025 Q4 2/12/2026
Cloud Capital Management, LLC 2025 Q4 2/12/2026
Mission Creek Capital Partners, Inc. 2025 Q4 2/12/2026
MASSACHUSETTS INSTITUTE OF TECHNOLOGY 2025 Q4 2/12/2026
August Group Capital Ltd 2025 Q4 2/12/2026
Parsonex Advisory Services, Inc. 2025 Q4 2/12/2026
Strata Wealth Advisors, LLC 2025 Q4 2/12/2026
Investor's Fiduciary Advisor Network, LLC 2025 Q4 2/12/2026
Paralel Advisors LLC 2025 Q4 2/12/2026
Winslow Capital Management, LLC 2025 Q4 2/12/2026
Penserra Capital Management LLC 2025 Q4 2/12/2026
Elite Financial, Inc. 2025 Q4 2/12/2026
RWA WEALTH PARTNERS, LLC 2025 Q4 2/12/2026
Wesleyan Assurance Society 2025 Q4 2/12/2026
MENORA MIVTACHIM HOLDINGS LTD. 2025 Q4 2/12/2026
PIPER SANDLER & CO. 2025 Q4 2/12/2026
Ensign Peak Advisors, Inc 2025 Q4 2/12/2026
Alpha Advisors, LLC/VA 2025 Q4 2/12/2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2025 Q4 2/12/2026
SYKON CAPITAL LLC 2025 Q4 2/12/2026
AlphaCentric Advisors LLC 2025 Q4 2/12/2026
JPL Wealth Management, LLC 2025 Q4 2/12/2026
Varde Management, L.P. 2025 Q4 2/12/2026