Latest 13F Filings

Since 1/1/2026

Manager Period Date Filed
Bradley & Co. Private Wealth Management, LLC 2025 Q4 2/11/2026
JENSEN INVESTMENT MANAGEMENT INC 2025 Q4 2/11/2026
Allianz Asset Management GmbH 2025 Q4 2/11/2026
RED CEDAR INVESTMENT MANAGEMENT, LLC 2025 Q4 2/11/2026
Koch, Inc. 2025 Q4 2/11/2026
Cunning Capital Partners, LP 2025 Q4 2/11/2026
KHALL LLC 2025 Q4 2/11/2026
First Dallas Securities Inc. 2025 Q4 2/11/2026
GW&K Investment Management, LLC 2025 Q4 2/11/2026
1888 Investments, LLC 2025 Q4 2/11/2026
Artesa Financial Group, LLC 2025 Q4 2/11/2026
BRANDES INVESTMENT PARTNERS, LP 2025 Q4 2/11/2026
Maestria Partners LLC 2025 Q4 2/11/2026
MARVIN & PALMER ASSOCIATES INC 2025 Q4 2/11/2026
Rise Advisors, LLC 2025 Q4 2/11/2026
Motley Fool Wealth Management, LLC 2025 Q4 2/11/2026
Motley Fool Asset Management LLC 2025 Q4 2/11/2026
Cedar Mountain Advisors, LLC 2025 Q4 2/11/2026
Electrum Group LLC 2025 Q4 2/11/2026
Passaic Partners LLC 2025 Q4 2/11/2026
AXIOM INVESTORS LLC /DE 2025 Q4 2/11/2026
Outlook Wealth Advisors, LLC 2025 Q4 2/11/2026
Coleford Investment Management Ltd. 2025 Q4 2/11/2026
Cornerstone Financial Group, LLC /NE/ 2025 Q4 2/11/2026
Portfolio Design Labs, LLC 2025 Q4 2/11/2026
Insight Advisors, LLC/ PA 2025 Q4 2/11/2026
Cerity Partners LLC 2025 Q4 2/11/2026
VVR Holdings LLC 2025 Q4 2/11/2026
FOX RUN MANAGEMENT, L.L.C. 2025 Q4 2/11/2026
Cerity Partners OCIO LLC 2025 Q4 2/11/2026
Orion Investment Co 2025 Q4 2/11/2026
Next Capital Management LLC 2025 Q4 2/11/2026
Arizona PSPRS Trust 2025 Q4 2/11/2026
Contrarius Group Holdings Ltd 2025 Q4 2/11/2026
LTS Liquid Investments LLC 2025 Q4 2/11/2026
WESCAP Management Group, Inc. 2025 Q4 2/11/2026
West Family Investments, Inc. 2025 Q4 2/11/2026
PERMIT CAPITAL, LLC 2025 Q4 2/11/2026
Cantillon Capital Management LLC 2025 Q4 2/11/2026
Omnitrust Wealth Management, Inc 2025 Q4 2/11/2026
1776 Wealth LLC 2025 Q4 2/11/2026
Siena Capital Partners GP, LLC 2025 Q4 2/11/2026
LeClair Wealth Partners LLC 2025 Q4 2/11/2026
AG Asset Advisory, LLC 2025 Q4 2/11/2026
Ibex Investors LLC 2025 Q4 2/11/2026
Prudent Man Advisors, LLC 2025 Q4 2/11/2026
LGT CAPITAL PARTNERS LTD. 2025 Q4 2/11/2026
Focus Partners Advisor Solutions, LLC 2025 Q4 2/11/2026
HOWARD BAILEY SECURITIES, LLC 2025 Q4 2/11/2026
Westerkirk Capital Inc. 2025 Q4 2/11/2026
Advocacy Wealth Management, LLC 2025 Q4 2/11/2026
BP PLC 2025 Q4 2/11/2026
Rule One Partners, LLC 2025 Q4 2/11/2026
BEDDOW CAPITAL MANAGEMENT INC 2025 Q4 2/11/2026
FCA CORP /TX 2025 Q4 2/11/2026
EVERETT HARRIS & CO /CA/ 2025 Q4 2/11/2026
Gordian Capital Singapore Pte Ltd 2025 Q4 2/11/2026
Commonwealth Retirement Investments LLC 2025 Q4 2/11/2026
WADDELL & ASSOCIATES, LLC 2025 Q4 2/11/2026
HORIZON KINETICS ASSET MANAGEMENT LLC 2025 Q4 2/11/2026
COOPER/HAIMS ADVISORS, LLC 2025 Q4 2/11/2026
LETKO, BROSSEAU & ASSOCIATES INC 2025 Q4 2/11/2026
Strategic Advocates LLC 2025 Q4 2/11/2026
Potomac Capital Management, Inc. 2025 Q4 2/11/2026
Stonebrook Private Inc. 2025 Q4 2/11/2026
Brand Asset Management Group, Inc. 2025 Q4 2/11/2026
NORTH DALLAS BANK & TRUST CO 2025 Q4 2/11/2026
Swan Global Investments, LLC 2025 Q4 2/11/2026
Alteri Wealth LLC 2025 Q4 2/11/2026
MONETARY MANAGEMENT GROUP INC 2025 Q4 2/11/2026
WINNOW WEALTH LLC 2025 Q4 2/11/2026
ALETHEA CAPITAL MANAGEMENT, LLC 2025 Q4 2/11/2026
PETTYJOHN, WOOD & WHITE, INC 2025 Q4 2/11/2026
Clarity Retirement & Wealth, LLC 2025 Q4 2/11/2026
JABODON PT CO 2025 Q4 2/11/2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 2025 Q4 2/11/2026
Eldridge Investment Advisors, Inc. 2025 Q4 2/11/2026
Oak Wealth Advisors LLC 2025 Q4 2/11/2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 2025 Q4 2/11/2026
Marks Group Wealth Management, Inc 2025 Q4 2/11/2026
BLI - Banque de Luxembourg Investments 2025 Q4 2/11/2026
American Beacon Advisors, Inc. 2025 Q4 2/11/2026
Gaddis Premier Wealth Advisors LLC 2025 Q4 2/11/2026
X-Square Capital, LLC 2025 Q4 2/11/2026
TIAA TRUST, NATIONAL ASSOCIATION 2025 Q4 2/11/2026
Claret Asset Management Corp 2025 Q4 2/11/2026
Montis Financial, LLC 2025 Q4 2/11/2026
LPL Financial LLC 2025 Q4 2/11/2026
Miramar Capital, LLC 2025 Q4 2/11/2026
FRANKLIN RESOURCES INC 2025 Q4 2/11/2026
DOHENY ASSET MANAGEMENT /CA 2025 Q4 2/11/2026
SCHULHOFF & CO INC 2025 Q4 2/11/2026
MEKETA INVESTMENT GROUP INC /ADV 2025 Q4 2/11/2026
Egerton Capital (UK) LLP 2025 Q4 2/11/2026
Trust Co of Kansas 2025 Q4 2/11/2026
Krane Funds Advisors LLC 2025 Q4 2/11/2026
LOCUST WOOD CAPITAL ADVISERS, LLC 2025 Q4 2/11/2026
Landing Point Financial Group, LLC 2025 Q4 2/11/2026
LYRICAL ASSET MANAGEMENT LP 2025 Q4 2/11/2026
ENDEAVOR PRIVATE WEALTH, INC. 2025 Q4 2/11/2026