Latest 13F Filings

Since 1/1/2026

Manager Period Date Filed
Impact Partnership Wealth, LLC 2025 Q4 2/10/2026
Koss-Olinger Consulting, LLC 2025 Q4 2/10/2026
Cherry Tree Wealth Management, LLC 2025 Q4 2/10/2026
EMPOWER HARVEST MANAGEMENT SERVICES, INC. 2025 Q4 2/10/2026
SSI INVESTMENT MANAGEMENT LLC 2025 Q4 2/10/2026
Quantbot Technologies LP 2025 Q4 2/10/2026
Presima Securities ULC 2025 Q4 2/10/2026
ENVESTNET ASSET MANAGEMENT INC 2025 Q4 2/10/2026
PARUS FINANCE (UK) Ltd 2025 Q4 2/10/2026
Verity & Verity, LLC 2025 Q4 2/10/2026
Prodigy Asset Management LLC 2025 Q4 2/10/2026
Essex Financial Services, Inc. 2025 Q4 2/10/2026
AXS Investments LLC 2025 Q4 2/10/2026
Railway Pension Investments Ltd 2025 Q4 2/10/2026
WealthTrak Capital Management LLC 2025 Q4 2/10/2026
ONCE CAPITAL MANAGEMENT, LLC 2025 Q4 2/10/2026
ADAPT WEALTH ADVISORS, LLC 2025 Q4 2/10/2026
BNP PARIBAS FINANCIAL MARKETS 2025 Q4 2/10/2026
Westwood Global Investments, LLC 2025 Q4 2/10/2026
Western Reserve Capital Management, LLC 2025 Q4 2/10/2026
HOLDERNESS INVESTMENTS CO 2025 Q4 2/10/2026
GoodHaven Capital Management, LLC 2025 Q4 2/10/2026
WASHINGTON TRUST Co 2025 Q4 2/10/2026
Gulf International Bank (UK) Ltd 2025 Q4 2/10/2026
VIAWEALTH, LLC 2025 Q4 2/10/2026
AdvisorShares Investments LLC 2025 Q4 2/10/2026
Edgemoor Investment Advisors, Inc. 2025 Q4 2/10/2026
Triodos Investment Management BV 2025 Q4 2/10/2026
Catalyst Capital Advisors LLC 2025 Q4 2/10/2026
Eurizon Asset Management Slovakia, sprav. spol., a.s. 2025 Q4 2/10/2026
KEYVANTAGE WEALTH, LLC 2025 Q4 2/10/2026
FORSTA AP-FONDEN 2025 Q4 2/10/2026
Patrick Mauro Investment Advisor, INC. 2025 Q4 2/10/2026
NORGES BANK 2025 Q4 2/10/2026
Alfreton Capital LLP 2025 Q4 2/10/2026
Soundwatch Capital LLC 2025 Q4 2/10/2026
Madison Wealth Partners, Inc 2025 Q4 2/10/2026
AMICA MUTUAL INSURANCE CO 2025 Q4 2/10/2026
Zweig-DiMenna Associates LLC 2025 Q4 2/10/2026
BRC Group Holdings, Inc. 2025 Q4 2/10/2026
Fort Sheridan Advisors LLC 2025 Q4 2/10/2026
Missouri Education Pension Trust 2025 Q4 2/10/2026
Hilltop Partners LLC 2025 Q4 2/10/2026
Eurizon SLJ Capital Ltd 2025 Q4 2/10/2026
ARMOR ADVISORS, L.L.C. 2025 Q4 2/10/2026
IF Advisors, LLC 2025 Q4 2/10/2026
Belvedere Trading LLC 2025 Q4 2/10/2026
Coyle Financial Counsel LLC 2025 Q4 2/10/2026
Cornerstone Select Advisors, LLC 2025 Q4 2/10/2026
Acorn Wealth Advisors, LLC 2025 Q4 2/10/2026
ARK & TLK INVESTMENTS, LLC 2025 Q4 2/10/2026
Eurizon Capital SGR S.p.A. 2025 Q4 2/10/2026
Milestones Administradora de Recursos Ltda. 2025 Q4 2/10/2026
LONGVIEW ASSET MANAGEMENT, LLC 2025 Q4 2/10/2026
Yukon Wealth Management, Inc. 2025 Q4 2/10/2026
Oppenheimer & Close, LLC 2025 Q4 2/10/2026
HCC Manager LLC 2025 Q4 2/10/2026
Future Fund LLC 2025 Q4 2/10/2026
Hillsdale Investment Management Inc. 2025 Q4 2/10/2026
TRIGLAV INVESTMENTS, D.O.O. 2025 Q4 2/10/2026
Zhang Financial LLC 2025 Q4 2/10/2026
Valpey Financial Services, LLC 2025 Q4 2/10/2026
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 2025 Q4 2/10/2026
FUKOKU MUTUAL LIFE INSURANCE Co 2025 Q4 2/10/2026
Marshall & Sterling Wealth Advisors Inc. 2025 Q4 2/10/2026
Brickwood Asset Management LLP 2025 Q4 2/10/2026
STRAIGHTLINE GROUP LLC 2025 Q4 2/10/2026
JTC Employer Solutions Trustee Ltd 2025 Q4 2/10/2026
Fideuram Asset Management (Ireland) dac 2025 Q4 2/10/2026
Ilmarinen Mutual Pension Insurance Co 2025 Q4 2/10/2026
Singapore Technologies Telemedia Pte Ltd 2025 Q4 2/10/2026
JUPITER ASSET MANAGEMENT LTD 2025 Q4 2/10/2026
LHM, INC. 2025 Q4 2/10/2026
Yunqi Capital Ltd 2025 Q4 2/9/2026
Empirical Capital Management, LLC 2025 Q4 2/9/2026
Principia Wealth Advisory, LLC 2025 Q3 2/9/2026
Telligent Fund, LP 2025 Q4 2/9/2026
Principia Wealth Advisory, LLC 2025 Q4 2/9/2026
CORRADO ADVISORS, LLC 2025 Q4 2/9/2026
Beckerman Institutional, LLC 2025 Q4 2/9/2026
CFS Investment Advisory Services, LLC 2025 Q4 2/9/2026
Carnegie Lake Advisors LLC 2025 Q4 2/9/2026
Latko Wealth Management, Ltd. 2025 Q4 2/9/2026
Newport Capital Group, LLC 2025 Q4 2/9/2026
INTECH INVESTMENT MANAGEMENT LLC 2025 Q4 2/9/2026
Houlihan Financial Resource Group, Ltd. 2025 Q4 2/9/2026
360 Financial, Inc. 2025 Q4 2/9/2026
INVESTMENT PARTNERS, LTD. 2025 Q4 2/9/2026
EagleClaw Capital Managment, LLC 2025 Q4 2/9/2026
Moors & Cabot, Inc. 2025 Q4 2/9/2026
Savant Capital, LLC 2025 Q4 2/9/2026
Henderson Brothers Financial Partners, LLC 2025 Q1 2/9/2026
Concord Investment Counsel Inc. 2025 Q4 2/9/2026
South Street Advisors LLC 2025 Q4 2/9/2026
FIDUCIENT ADVISORS LLC 2025 Q4 2/9/2026
Green Court Capital Management Ltd 2025 Q4 2/9/2026
AJU IB Investment Co., Ltd. 2025 Q4 2/9/2026
Shengqi Capital (Hong Kong) Ltd 2025 Q4 2/9/2026
BLUELINE ADVISORS LLC 2025 Q4 2/9/2026
Andar Capital Management HK Ltd 2025 Q4 2/9/2026