Latest 13F Filings

Since 1/1/2026

Manager Period Date Filed
Foyston, Gordon & Payne Inc 2025 Q4 2/11/2026
Endurance Services Ltd 2025 Q4 2/11/2026
Marathon Strategic Advisors, LLC 2025 Q4 2/11/2026
Meeder Advisory Services, Inc. 2025 Q4 2/11/2026
NYL Investors LLC 2025 Q4 2/11/2026
EQT Fund Management S.a r.l. 2025 Q4 2/11/2026
NEW YORK LIFE INSURANCE CO 2025 Q4 2/11/2026
E&R Wealth Management, LLC 2025 Q4 2/11/2026
DONALD SMITH & CO., INC. 2025 Q4 2/11/2026
INCEPTIONR LLC 2025 Q4 2/11/2026
USCF Advisers LLC 2025 Q4 2/11/2026
T3 Companies, LLC 2025 Q4 2/11/2026
Capital Wealth Planning, LLC 2025 Q4 2/11/2026
RENAISSANCE GROUP LLC 2025 Q4 2/11/2026
Cedar Point Capital Partners, LLC 2025 Q4 2/11/2026
KDK Private Wealth Management, LLC 2025 Q4 2/11/2026
Miller Investment Management, LP 2025 Q4 2/11/2026
Entelevest, LLC 2025 Q4 2/11/2026
Truepoint, Inc. 2025 Q4 2/11/2026
United Wealth Management, LLC 2025 Q4 2/11/2026
GILPIN WEALTH MANAGEMENT, LLC 2025 Q4 2/11/2026
First American Financial Corp 2025 Q4 2/11/2026
MKA Charitable Fund 2025 Q4 2/11/2026
MITCHELL MCLEOD PUGH & WILLIAMS INC 2025 Q4 2/11/2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE 2025 Q4 2/11/2026
All Terrain Financial Advisors, LLC 2025 Q4 2/11/2026
Jessup Wealth Management, Inc 2025 Q4 2/11/2026
M Holdings Securities, Inc. 2025 Q4 2/11/2026
Signet Private Wealth LLC 2025 Q4 2/11/2026
Empery Asset Management, LP 2025 Q4 2/11/2026
Fidelity National Financial, Inc. 2025 Q4 2/11/2026
HEARTLAND ADVISORS INC 2025 Q4 2/11/2026
Hughes Financial Services, LLC 2025 Q4 2/11/2026
Nicollet Investment Management, Inc. 2025 Q4 2/11/2026
SHARPEPOINT LLC 2025 Q4 2/11/2026
VeraBank, N.A. 2025 Q4 2/11/2026
Clarity Wealth Development LLC 2025 Q4 2/11/2026
Hoxton Planning & Management, LLC 2025 Q4 2/11/2026
Accuvest Global Advisors 2025 Q4 2/11/2026
Investure, LLC 2025 Q4 2/11/2026
FIRST AMERICAN TRUST, FSB 2025 Q4 2/11/2026
Wills Financial Group LLC 2025 Q4 2/11/2026
GFS Advisors, LLC 2025 Q4 2/11/2026
Amova Asset Management Americas, Inc. 2025 Q4 2/11/2026
Prime Buchholz LLC 2025 Q4 2/11/2026
MIRAE ASSET SECURITIES (USA) INC. 2025 Q4 2/11/2026
MILLBANK DARTMOOR PORTSMOUTH LLC 2025 Q4 2/11/2026
VESTOR CAPITAL, LLC 2025 Q4 2/11/2026
Premier Private Wealth Management LLC 2025 Q4 2/11/2026
BOSTON RESEARCH & MANAGEMENT INC 2025 Q4 2/11/2026
REGENTS OF THE UNIVERSITY OF CALIFORNIA 2025 Q4 2/11/2026
SATURNA CAPITAL CORP 2025 Q4 2/11/2026
Compass Wealth Management LLC 2025 Q4 2/11/2026
Dorsey & Whitney Trust CO LLC 2025 Q4 2/11/2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2025 Q4 2/11/2026
AE INDUSTRIAL PARTNERS, LP 2025 Q4 2/11/2026
HAMEL ASSOCIATES, INC. 2025 Q4 2/11/2026
Prism Planning Partners LLC 2025 Q4 2/11/2026
Nixon Capital, LLC 2025 Q4 2/11/2026
CoreFirst Bank & Trust 2025 Q4 2/11/2026
Daner Wealth Management, LLC 2025 Q4 2/11/2026
Wilkinson Global Asset Management LLC 2025 Q4 2/11/2026
Madden Advisory Services, Inc. 2025 Q4 2/11/2026
Lindsell Train Ltd 2025 Q4 2/11/2026
Symphony Financial, Ltd. Co. 2025 Q4 2/11/2026
Cypress Capital Group 2025 Q4 2/11/2026
Strategic Financial Partners, Ltd. 2025 Q4 2/11/2026
Aspetuck Financial Management LLC 2025 Q4 2/11/2026
STRATEGY ASSET MANAGERS LLC 2025 Q4 2/11/2026
Sunrise Financial Services, LLC 2025 Q4 2/11/2026
Ameritas Investment Partners, Inc. 2025 Q4 2/11/2026
Value Investment Professionals, LLC 2025 Q4 2/11/2026
Johnson Wealth Management, LLC 2025 Q4 2/11/2026
Hodges Capital Management Inc. 2025 Q4 2/11/2026
NFC Investments, LLC 2025 Q4 2/11/2026
Hall Kathryn A. 2025 Q4 2/11/2026
Employees' Retirement Fund of the City of Fort Worth 2025 Q4 2/11/2026
TOWNSQUARE CAPITAL LLC 2025 Q4 2/11/2026
Myriad Asset Management Advisors LLC 2025 Q4 2/11/2026
Wellspring Financial Advisors, LLC 2025 Q4 2/11/2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2025 Q4 2/11/2026
Janney Montgomery Scott LLC 2025 Q4 2/11/2026
Metis Global Partners, LLC 2025 Q4 2/11/2026
Financiere des Professionnels - Fonds d'investissement inc. 2025 Q4 2/11/2026
Goodman Advisory Group, LLC 2025 Q4 2/11/2026
Janney Capital Management LLC 2025 Q4 2/11/2026
United Financial Planning Group LLC 2025 Q4 2/11/2026
Mirova US LLC 2025 Q4 2/11/2026
Illinois Municipal Retirement Fund 2025 Q4 2/11/2026
RM Financial Services, LLC 2025 Q4 2/11/2026
J.Safra Asset Management Corp 2025 Q4 2/11/2026
Fortune Financial Group, Inc. 2025 Q4 2/11/2026
GWN SECURITIES INC. 2025 Q4 2/11/2026
DCF Advisers, LLC 2025 Q4 2/11/2026
DEUTSCHE BANK AG\ 2025 Q4 2/11/2026
SIMPLEX TRADING, LLC 2025 Q4 2/11/2026
Caldwell Investment Management Ltd. 2025 Q4 2/11/2026
Capital Analysts, LLC 2025 Q4 2/11/2026
Paragon Private Wealth Management, LLC 2025 Q4 2/11/2026
Decatur Capital Management, Inc. 2025 Q4 2/11/2026