Latest 13F Filings

Since 1/1/2026

Manager Period Date Filed
Investor's Fiduciary Advisor Network, LLC 2025 Q4 2/12/2026
Paralel Advisors LLC 2025 Q4 2/12/2026
Winslow Capital Management, LLC 2025 Q4 2/12/2026
Penserra Capital Management LLC 2025 Q4 2/12/2026
Elite Financial, Inc. 2025 Q4 2/12/2026
RWA WEALTH PARTNERS, LLC 2025 Q4 2/12/2026
Wesleyan Assurance Society 2025 Q4 2/12/2026
MENORA MIVTACHIM HOLDINGS LTD. 2025 Q4 2/12/2026
PIPER SANDLER & CO. 2025 Q4 2/12/2026
Ensign Peak Advisors, Inc 2025 Q4 2/12/2026
Alpha Advisors, LLC/VA 2025 Q4 2/12/2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2025 Q4 2/12/2026
SYKON CAPITAL LLC 2025 Q4 2/12/2026
AlphaCentric Advisors LLC 2025 Q4 2/12/2026
JPL Wealth Management, LLC 2025 Q4 2/12/2026
Varde Management, L.P. 2025 Q4 2/12/2026
Reality Financial Planning Services, LLC 2025 Q4 2/12/2026
Haven Private, LLC 2025 Q4 2/12/2026
Distillate Capital Partners LLC 2025 Q4 2/12/2026
Pacifica Capital Investments, LLC 2025 Q4 2/12/2026
Annandale Capital, LLC 2025 Q4 2/12/2026
ELEVATION POINT WEALTH PARTNERS, LLC 2025 Q4 2/12/2026
TITLEIST ASSET MANAGEMENT, LLC 2025 Q4 2/12/2026
EDGEWOOD MANAGEMENT LLC 2025 Q4 2/12/2026
Marex Group plc 2025 Q4 2/12/2026
Richard W. Paul & Associates, LLC 2025 Q4 2/12/2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2025 Q4 2/12/2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2025 Q4 2/12/2026
M&G PLC 2025 Q4 2/12/2026
Evolutionary Tree Capital Management, LLC 2025 Q4 2/12/2026
PHILADELPHIA TRUST CO 2025 Q4 2/12/2026
CHILTON CAPITAL MANAGEMENT LLC 2025 Q4 2/12/2026
SCOTIA CAPITAL INC. 2025 Q4 2/12/2026
Orchard Capital Management, LLC 2025 Q4 2/12/2026
Dundas Partners LLP 2025 Q4 2/12/2026
Moerus Capital Management LLC 2025 Q4 2/12/2026
BANK OF NOVA SCOTIA TRUST CO 2025 Q4 2/12/2026
VOYA INVESTMENT MANAGEMENT LLC 2025 Q4 2/12/2026
California Public Employees Retirement System 2025 Q4 2/12/2026
WATERS PARKERSON & CO., LLC 2025 Q4 2/12/2026
THOR TRADING ADVISORS, LLC 2025 Q4 2/12/2026
NEW YORK STATE COMMON RETIREMENT FUND 2025 Q4 2/12/2026
Aberdeen Wealth Management LLC 2025 Q4 2/12/2026
Oder Investment Management, LLC 2025 Q4 2/12/2026
BlackRock, Inc. 2025 Q4 2/12/2026
INTRINSIC EDGE CAPITAL MANAGEMENT LLC 2025 Q4 2/12/2026
FULLER & THALER ASSET MANAGEMENT, INC. 2025 Q4 2/12/2026
SymBiosis Capital Partners, LLC 2025 Q4 2/12/2026
Burk Holdings LLC 2025 Q4 2/12/2026
GARDNER RUSSO & QUINN LLC 2025 Q4 2/12/2026
ZEVIN ASSET MANAGEMENT LLC 2025 Q4 2/12/2026
Granite Investment Partners, LLC 2025 Q4 2/12/2026
NZS Capital, LLC 2025 Q4 2/12/2026
Drexel Morgan & Co. 2025 Q4 2/12/2026
STONE POINT CAPITAL LLC 2025 Q4 2/12/2026
Glendon Capital Management LP 2025 Q4 2/12/2026
RR Advisors, LLC 2025 Q4 2/12/2026
Campbell & CO Investment Adviser LLC 2025 Q4 2/12/2026
Stelac Advisory Services LLC 2025 Q4 2/12/2026
Symphony Financial Services, Inc. 2025 Q4 2/12/2026
MFN Partners Management, LP 2025 Q4 2/12/2026
CIBC Private Wealth Group LLC 2025 Q4 2/12/2026
Azimuth Capital Investment Management LLC 2025 Q4 2/12/2026
BRADLEY FOSTER & SARGENT INC/CT 2025 Q4 2/12/2026
Fosse Capital Partners LLP 2025 Q4 2/12/2026
QSV Equity Investors LLC 2025 Q4 2/12/2026
SWAN Capital LLC 2025 Q4 2/12/2026
Tull Financial Group, Inc. 2025 Q4 2/12/2026
Knott David M Jr 2025 Q4 2/12/2026
GARDNER LEWIS ASSET MANAGEMENT L P 2025 Q4 2/12/2026
Pinnacle Holdings, LLC 2025 Q4 2/12/2026
WEDBUSH SECURITIES INC 2025 Q4 2/12/2026
Boussard & Gavaudan Investment Management LLP 2025 Q4 2/12/2026
OEP CAPITAL ADVISORS, L.P. 2025 Q4 2/12/2026
Betterment LLC 2025 Q4 2/12/2026
EDENTREE ASSET MANAGEMENT Ltd 2025 Q4 2/12/2026
Kepos Capital LP 2025 Q4 2/12/2026
EARNEST PARTNERS LLC 2025 Q4 2/12/2026
IFC Advisors LLC 2025 Q4 2/12/2026
Ratan Capital Management LP 2025 Q4 2/12/2026
IRONWOOD INVESTMENT MANAGEMENT LLC 2025 Q4 2/12/2026
Wilmington Savings Fund Society, FSB 2025 Q4 2/12/2026
SNYDER CAPITAL MANAGEMENT L P 2025 Q4 2/12/2026
KAHN BROTHERS GROUP INC 2025 Q4 2/12/2026
Cornerstone Capital, Inc. 2025 Q4 2/12/2026
Proficio Capital Partners LLC 2025 Q4 2/12/2026
Verbena Value LP 2025 Q4 2/12/2026
APG Asset Management N.V. 2025 Q4 2/12/2026
CLARK ESTATES INC/NY 2025 Q4 2/12/2026
Eley Financial Management, Inc 2025 Q4 2/12/2026
APG Asset Management US Inc. 2025 Q4 2/12/2026
EIG Asset Management, LLC 2025 Q4 2/12/2026
JBF Capital, Inc. 2025 Q4 2/12/2026
Saudi Central Bank 2025 Q4 2/12/2026
Providence Capital Advisors, LLC 2025 Q4 2/12/2026
GENEVA CAPITAL MANAGEMENT LLC 2025 Q4 2/12/2026
Sandhill Capital Partners LLC 2025 Q4 2/12/2026
AMERICAN SECURITIES LLC 2025 Q4 2/12/2026
BANK OF MONTREAL /CAN/ 2025 Q4 2/12/2026
PORTLAND INVESTMENT COUNSEL INC. 2025 Q4 2/12/2026