Latest 13F Filings

Since 7/1/2026

Manager Period Date Filed
AdvisorShares Investments LLC 2026 Q2 8/11/2026
Mayfair Advisory Group, LLC 2026 Q2 8/11/2026
NorthRock Partners, LLC 2026 Q2 8/11/2026
HORIZON KINETICS ASSET MANAGEMENT LLC 2026 Q2 8/11/2026
PRINCETON CAPITAL MANAGEMENT LLC 2026 Q2 8/11/2026
Stratos Wealth Partners, LTD. 2026 Q2 8/11/2026
Capital Innovations LLC 2026 Q2 8/11/2026
TANDEM CAPITAL MANAGEMENT CORP /ADV 2026 Q2 8/11/2026
Stratos Wealth Advisors, LLC 2026 Q2 8/11/2026
Stratos Investment Management, LLC 2026 Q2 8/11/2026
Bolthouse Investments, LLC 2026 Q2 8/11/2026
Apex Wealth Management, LLC 2026 Q2 8/11/2026
Arch Global Advisors, LLC 2026 Q2 8/11/2026
Smead Capital Management, Inc. 2026 Q2 8/11/2026
Arcadia Wealth Management, Inc. 2026 Q2 8/11/2026
Alpha Financial Partners LLC 2026 Q2 8/11/2026
Evergreen Wealth Partners LLC 2026 Q2 8/11/2026
1492 Capital Management LLC 2026 Q2 8/11/2026
Accuvest Global Advisors 2026 Q2 8/11/2026
GRANVILLE CAPITAL, INC. 2026 Q2 8/11/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2026 Q2 8/11/2026
M Holdings Securities, Inc. 2026 Q2 8/11/2026
First Nebraska Trust Co 2008 Q1 8/11/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2026 Q1 8/11/2026
South Dakota Investment Council 2026 Q2 8/11/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2025 Q4 8/11/2026
Investment Management Trust, LLC 2026 Q2 8/11/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2025 Q3 8/11/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2025 Q2 8/11/2026
Endurance Services Ltd 2026 Q2 8/11/2026
WESCAP Management Group, Inc. 2026 Q2 8/11/2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2025 Q1 8/11/2026
DRAVO BAY LLC 2026 Q2 8/11/2026
Macro Advisors, Inc. 2026 Q2 8/11/2026
WEALTH ALLIANCE, LLC 2026 Q2 8/11/2026
DIMENSIONAL FUND ADVISORS LP 2026 Q2 8/11/2026
Summit Trail Advisors, LLC 2026 Q2 8/11/2026
Jessup Wealth Management, Inc 2026 Q2 8/11/2026
Wakefield Asset Management LLLP 2026 Q2 8/11/2026
LDR Capital Management LLC 2026 Q2 8/11/2026
HF Capital, LLC 2026 Q2 8/11/2026
First Nebraska Trust Co 2008 Q2 8/11/2026
Payne Capital LLC 2026 Q2 8/11/2026
Contrarius Group Holdings Ltd 2026 Q2 8/11/2026
Strengthening Families & Communities, LLC 2026 Q2 8/11/2026
Clark Capital Management Group, Inc. 2026 Q2 8/11/2026
Heard Capital LLC 2026 Q2 8/11/2026
YACKTMAN ASSET MANAGEMENT LP 2026 Q2 8/11/2026
Emeth Value Capital, LLC 2026 Q2 8/11/2026
Sargent Investment Group, LLC 2026 Q2 8/11/2026
Wahed Invest LLC 2026 Q2 8/11/2026
DNB Asset Management AS 2026 Q2 8/11/2026
Goldstone Financial Group, LLC 2026 Q2 8/11/2026
Helikon Investments Ltd 2026 Q2 8/11/2026
Vestcor Inc 2026 Q2 8/11/2026
Aequim Alternative Investments LP 2026 Q2 8/11/2026
Choate Investment Advisors 2026 Q2 8/11/2026
REGENTS OF THE UNIVERSITY OF CALIFORNIA 2026 Q2 8/11/2026
Atlantic Union Bankshares Corp 2026 Q2 8/11/2026
FIRST TRUST ADVISORS LP 2026 Q2 8/11/2026
Tower Research Capital LLC (TRC) 2026 Q2 8/11/2026
Ninepoint Partners LP 2026 Q1 8/11/2026
KEYVANTAGE WEALTH, LLC 2026 Q2 8/11/2026
Jordan Park Group LLC 2026 Q2 8/11/2026
Honeycomb Asset Management LP 2026 Q2 8/11/2026
All Terrain Financial Advisors, LLC 2026 Q2 8/11/2026
Waratah Capital Advisors Ltd. 2026 Q2 8/11/2026
Mystic Asset Management, Inc. 2026 Q2 8/11/2026
MENDON CAPITAL ADVISORS CORP 2026 Q2 8/11/2026
Fairtree Asset Management (Pty) Ltd 2026 Q2 8/11/2026
Advisors Preferred, LLC 2026 Q2 8/11/2026
KilterHowling LLC 2026 Q2 8/11/2026
OXFORD FINANCIAL GROUP, LTD. LLC 2026 Q2 8/11/2026
Sycale Advisors (NY) LLC 2026 Q2 8/11/2026
Kilter Group LLC 2026 Q2 8/11/2026
D L CARLSON INVESTMENT GROUP INC 2026 Q2 8/11/2026
Portfolio Design Labs, LLC 2026 Q2 8/11/2026
Fischer Financial Services, Inc. 2026 Q2 8/11/2026
Hara Capital LLC 2026 Q2 8/11/2026
Reliant Investment Partners, LLC 2026 Q2 8/11/2026
Ninepoint Partners LP 2026 Q2 8/11/2026
Advisors Capital Management, LLC 2026 Q2 8/11/2026
Tejara Capital Ltd 2026 Q2 8/11/2026
SGL Investment Advisors, Inc. 2026 Q2 8/11/2026
MJP ASSOCIATES INC /ADV 2026 Q2 8/11/2026
Cannon Wealth Management Services, LLC 2026 Q2 8/11/2026
PCM Encore, LLC 2026 Q2 8/11/2026
GRAND WEALTH MANAGEMENT, LLC 2026 Q2 8/11/2026
RASP WEALTH SOLUTIONS, LLC 2026 Q2 8/11/2026
RIT CAPITAL PARTNERS PLC 2026 Q2 8/11/2026
JOHN G ULLMAN & ASSOCIATES INC 2026 Q2 8/11/2026
Rialto Wealth Management, LLC 2026 Q2 8/11/2026
Waterfront Capital Partners, LLC 2026 Q2 8/11/2026
RPS ADVISORY SOLUTIONS LLC 2026 Q2 8/11/2026
Taylor Hoffman Capital Management LLC 2026 Q2 8/11/2026
Brooklands Fund Management Ltd 2026 Q2 8/11/2026
Enhancing Capital LLC 2026 Q2 8/11/2026
ARTHUR M. COHEN & ASSOCIATES, LLC 2026 Q2 8/11/2026
Soleus Capital Management, L.P. 2026 Q2 8/11/2026
BRIGHTON JONES LLC 2026 Q2 8/11/2026