Latest 13F Filings

Since 1/1/2026

Manager Period Date Filed
Employees Retirement System of Texas 2025 Q4 2/9/2026
Royal Palms Capital LLC 2025 Q4 2/9/2026
Expressive Wealth LLC 2025 Q4 2/9/2026
Strategic Financial Services, Inc. 2025 Q4 2/9/2026
STEEL GROVE CAPITAL ADVISORS, LLC 2025 Q4 2/9/2026
Optimist Retirement Group LLC 2025 Q4 2/9/2026
Williamson Legacy Group, LLC 2025 Q4 2/9/2026
Syverson Strege & Co 2025 Q4 2/9/2026
Strategic Equity Management 2025 Q4 2/9/2026
GHE, LLC 2025 Q4 2/9/2026
TrustBank 2025 Q4 2/9/2026
Penn Capital Management Company, LLC 2025 Q4 2/9/2026
Banco de Sabadell, S.A 2025 Q4 2/9/2026
Cypress Capital Management LLC (WY) 2025 Q4 2/9/2026
Roundview Capital LLC 2025 Q4 2/9/2026
Alta Advisers Ltd 2025 Q4 2/9/2026
Freemont Capital Pte Ltd 2025 Q4 2/9/2026
ARCH CAPITAL GROUP LTD. 2025 Q4 2/9/2026
HUNTINGTON NATIONAL BANK 2025 Q4 2/9/2026
Redmond Asset Management, LLC 2025 Q4 2/9/2026
IPG Investment Advisors LLC 2025 Q4 2/9/2026
GEODE CAPITAL MANAGEMENT, LLC 2025 Q4 2/9/2026
Valence8 US LP 2025 Q4 2/9/2026
Coordinated Financial Services, Inc. 2025 Q4 2/9/2026
FIDELIS CAPITAL PARTNERS, LLC 2025 Q4 2/9/2026
Stephens Greth Foundation 2025 Q4 2/9/2026
Melia Wealth LLC 2025 Q4 2/9/2026
Millington Financial Advisors, LLC 2025 Q4 2/9/2026
Knights of Columbus Asset Advisors LLC 2025 Q4 2/9/2026
KING LUTHER CAPITAL MANAGEMENT CORP 2025 Q4 2/9/2026
ICW Investment Advisors LLC 2025 Q4 2/9/2026
Key Financial Inc 2025 Q4 2/9/2026
Perissos Private Wealth Management, LLC 2025 Q4 2/9/2026
MMCAP International Inc. SPC 2025 Q4 2/9/2026
CONTINENTAL GRAIN CO 2025 Q4 2/9/2026
Goodwin Investment Advisory 2025 Q4 2/9/2026
Terril Brothers, Inc. 2025 Q4 2/9/2026
Malaga Cove Capital, LLC 2025 Q4 2/9/2026
POINCIANA ADVISORS GROUP, LLC 2025 Q4 2/9/2026
Jackson Creek Investment Advisors LLC 2025 Q4 2/9/2026
Unison Asset Management LLC 2025 Q4 2/9/2026
McGinn Penninger Investment Management, Inc. 2025 Q4 2/9/2026
REGIMEN WEALTH, LLC 2025 Q4 2/9/2026
INTEGRITY ALLIANCE, LLC. 2025 Q4 2/9/2026
Integrity Advisory Solutions, LLC 2025 Q4 2/9/2026
Family Office Research LLC 2025 Q4 2/9/2026
Topel & Distasi Wealth Management, LLC 2025 Q4 2/9/2026
Bellwether Advisors, LLC 2025 Q4 2/9/2026
Arvest Bank Trust Division 2025 Q4 2/9/2026
Wealth Advisors of Tampa Bay, LLC 2025 Q4 2/9/2026
Kestra Investment Management, LLC 2025 Q4 2/9/2026
Endowment Wealth Management, Inc. 2025 Q4 2/9/2026
Horizon Family Wealth, Inc. 2025 Q4 2/9/2026
Box Hill Private Wealth LLC 2025 Q4 2/9/2026
Revere Asset Management, Inc 2025 Q4 2/9/2026
DILLON & ASSOCIATES INC 2025 Q4 2/9/2026
MMBG INVESTMENT ADVISORS CO. 2025 Q4 2/9/2026
SEAVIEW INVESTMENT MANAGERS LLC 2025 Q4 2/9/2026
WASHINGTON STATE INVESTMENT BOARD 2025 Q4 2/9/2026
University of Pittsburgh - Of the Commonwealth System of Higher Education 2025 Q4 2/9/2026
MARSHALL INVESTMENT MANAGEMENT, LLC 2025 Q4 2/9/2026
America First Investment Advisors, LLC 2025 Q4 2/9/2026
GS Investments, Inc. 2025 Q4 2/9/2026
Valtinson Bruner Financial Planning LLC 2025 Q4 2/9/2026
M3 Wealth Management, LLC 2025 Q4 2/9/2026
STUDIO INVESTMENT MANAGEMENT LLC 2025 Q4 2/9/2026
AlphaQuest LLC 2025 Q4 2/9/2026
Collaborative Wealth Managment Inc. 2025 Q4 2/9/2026
Goepper Burkhardt LLC 2025 Q4 2/9/2026
ROYCE & ASSOCIATES LP 2025 Q4 2/9/2026
Smithfield Trust Co 2025 Q4 2/9/2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 2025 Q4 2/9/2026
CLEAR INVESTMENT RESEARCH, LLC 2025 Q4 2/9/2026
Valued Retirements, Inc. 2025 Q4 2/9/2026
AR ASSET MANAGEMENT INC 2025 Q4 2/9/2026
Bleakley Financial Group, LLC 2025 Q4 2/9/2026
Great Mountain Partners LLC 2025 Q4 2/9/2026
King Wealth Management Group 2025 Q4 2/9/2026
AEGON USA Investment Management, LLC 2025 Q4 2/9/2026
FLPUTNAM INVESTMENT MANAGEMENT CO 2025 Q4 2/9/2026
Atlatl Advisers LLC 2025 Q4 2/9/2026
Wellington Shields Capital Management, LLC 2025 Q4 2/9/2026
CARY STREET PARTNERS FINANCIAL LLC 2025 Q4 2/9/2026
Parkside Investments, LLC 2025 Q4 2/9/2026
Arnhold LLC 2025 Q4 2/9/2026
Wellington Shields & Co., LLC 2025 Q4 2/9/2026
Themes Management Co LLC 2025 Q4 2/9/2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ 2025 Q4 2/9/2026
PGGM Investments 2025 Q4 2/9/2026
CENTRAL BANK OF BRAZIL 2025 Q4 2/9/2026
CBIZ Investment Advisory Services, LLC 2025 Q4 2/9/2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2025 Q4 2/9/2026
GatePass Capital, LLC 2025 Q4 2/9/2026
FIDELITY D & D BANCORP INC 2025 Q4 2/9/2026
Sterling Investment Advisors, Ltd. 2025 Q4 2/9/2026
CEERA INVESTMENTS, LLC 2025 Q4 2/9/2026
PIONEER TRUST BANK N A/OR 2025 Q4 2/9/2026
ELLERSON GROUP INC /ADV 2025 Q4 2/9/2026
Allied Investment Advisors, LLC 2025 Q4 2/9/2026
Councilmark Asset Management, LLC 2025 Q4 2/9/2026