Latest 13F Filings

Since 7/1/2025

Manager Period Date Filed
Bank of Finland 2025 Q2 8/11/2025
THAMES CAPITAL MANAGEMENT LLC 2025 Q2 8/11/2025
INKWELL CAPITAL LLC 2025 Q2 8/11/2025
Raiffeisen Bank International AG 2025 Q2 8/11/2025
Semanteon Capital Management, LP 2025 Q2 8/11/2025
Viola Ventures V.C. Management 4 Ltd. 2025 Q2 8/11/2025
Universal- Beteiligungs- und Servicegesellschaft mbH 2025 Q2 8/11/2025
BRILLIANCE ASSET MANAGEMENT LTD 2025 Q2 8/11/2025
Symphony Financial, Ltd. Co. 2025 Q2 8/11/2025
Generali Investments, Management Co LLC 2025 Q2 8/11/2025
Cannon Advisors, Inc. 2025 Q2 8/11/2025
Mint Tower Capital Management B.V. 2025 Q2 8/11/2025
Foundation Wealth Management, LLC\PA 2025 Q2 8/11/2025
Y.D. More Investments Ltd 2025 Q2 8/11/2025
Persistent Asset Partners Ltd 2025 Q2 8/11/2025
WESTPAC BANKING CORP 2025 Q2 8/11/2025
BML Capital Management, LLC 2025 Q2 8/11/2025
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2025 Q2 8/11/2025
AEGIS FINANCIAL CORP 2025 Q2 8/11/2025
Financial Gravity Companies, Inc. 2025 Q2 8/8/2025
SUMMITRY LLC 2025 Q2 8/8/2025
Tortoise Investment Management, LLC 2025 Q2 8/8/2025
MTM Investment Management, LLC 2025 Q2 8/8/2025
AlpInvest Partners B.V. 2025 Q2 8/8/2025
Blankinship & Foster, LLC 2025 Q2 8/8/2025
Carlyle Group Inc. 2025 Q2 8/8/2025
Sequoia Financial Advisors, LLC 2024 Q4 - RESTATEMENT 8/8/2025
Sequoia Financial Advisors, LLC 2025 Q2 - NEW HOLDINGS 8/8/2025
Sequoia Financial Advisors, LLC 2025 Q1 - NEW HOLDINGS 8/8/2025
Thrive Capital Management, LLC 2025 Q2 8/8/2025
LETKO, BROSSEAU & ASSOCIATES INC 2025 Q2 8/8/2025
Firestone Capital Management 2025 Q2 8/8/2025
Cercano Management LLC 2025 Q2 8/8/2025
JENSEN INVESTMENT MANAGEMENT INC 2025 Q2 8/8/2025
ONTARIO TEACHERS PENSION PLAN BOARD 2025 Q2 8/8/2025
Collaborative Wealth Managment Inc. 2025 Q2 8/8/2025
Horizon Family Wealth, Inc. 2025 Q2 8/8/2025
AMERICAN INTERNATIONAL GROUP, INC. 2025 Q2 8/8/2025
Sanders Capital, LLC 2025 Q2 8/8/2025
DELTA AIR LINES, INC. 2025 Q2 8/8/2025
Walmart Inc. 2025 Q2 8/8/2025
THOROUGHBRED FINANCIAL SERVICES, LLC 2025 Q2 8/8/2025
WealthTrust Asset Management, LLC 2025 Q2 8/8/2025
Alberta Investment Management Corp 2025 Q2 8/8/2025
Itau Unibanco Holding S.A. 2025 Q2 8/8/2025
Kingsview Wealth Management, LLC 2025 Q2 8/8/2025
VISA FOUNDATION 2025 Q2 8/8/2025
ADAPT WEALTH ADVISORS, LLC 2025 Q2 8/8/2025
TRAVELERS COMPANIES, INC. 2025 Q2 8/8/2025
TRV GP IV, LLC 2025 Q2 8/8/2025
TRV GP V, LLC 2025 Q2 8/8/2025
TRV GP VI, LLC 2025 Q2 8/8/2025
PINNEY & SCOFIELD, INC. 2025 Q2 8/8/2025
OGOREK ANTHONY JOSEPH /NY/ /ADV 2025 Q2 8/8/2025
Freemont Capital Pte Ltd 2025 Q2 8/8/2025
HARVARD MANAGEMENT CO INC 2025 Q2 8/8/2025
Cornerstone Advisors, LLC 2025 Q2 8/8/2025
CITIZENS FINANCIAL GROUP INC/RI 2025 Q2 8/8/2025
Parker Investment Management, LLC 2025 Q2 8/8/2025
Hedeker Wealth, LLC 2025 Q2 8/8/2025
Silver Lake Group, L.L.C. 2025 Q2 8/8/2025
ABRAMS CAPITAL MANAGEMENT, L.P. 2025 Q2 8/8/2025
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 2025 Q2 8/8/2025
INTECH INVESTMENT MANAGEMENT LLC 2025 Q2 8/8/2025
Gallatin Point Capital LLC 2025 Q2 8/8/2025
VALUE HOLDINGS MANAGEMENT CO. LLC 2025 Q2 8/8/2025
LGT CAPITAL PARTNERS LTD. 2025 Q2 8/8/2025
JBF Capital, Inc. 2025 Q2 8/8/2025
KEYVANTAGE WEALTH, LLC 2025 Q2 8/8/2025
Sculati Wealth Management, LLC 2025 Q2 8/8/2025
Paragon Capital Management LLC 2025 Q2 8/8/2025
SG Capital Management LLC 2025 Q2 8/8/2025
Share Andrew L. 2025 Q2 8/8/2025
MJP ASSOCIATES INC /ADV 2025 Q2 8/8/2025
UNION SAVINGS BANK 2025 Q2 8/8/2025
FIDUCIARY COUNSELLING INC 2025 Q2 8/8/2025
KM Capital Management Ltd. 2025 Q2 8/8/2025
Rockefeller Capital Management L.P. 2025 Q2 8/8/2025
AVANTAX ADVISORY SERVICES, INC. 2025 Q2 8/8/2025
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2025 Q2 8/8/2025
WESTWOOD HOLDINGS GROUP INC 2025 Q2 8/8/2025
ProVise Management Group, LLC 2025 Q2 8/8/2025
Pillar Wealth Advisors, LLC 2025 Q2 8/8/2025
Glaxis Capital Management, LLC 2025 Q2 8/8/2025
Cetera Investment Advisers 2025 Q2 8/8/2025
Cedar Wealth Management, LLC 2025 Q2 8/8/2025
Campbell Deegan Wealth Management, LLC 2025 Q2 8/8/2025
Fusion Capital, LLC 2025 Q2 8/8/2025
CWS Financial Advisors, LLC 2025 Q2 8/8/2025
Flaharty Asset Management, LLC 2025 Q2 8/8/2025
New England Capital Financial Advisors LLC 2025 Q2 8/8/2025
Creative Planning 2025 Q2 8/8/2025
CONDOR CAPITAL MANAGEMENT 2025 Q2 8/8/2025
PINNBROOK CAPITAL MANAGEMENT LP 2025 Q2 8/8/2025
Capco Asset Management, LLC 2025 Q2 8/8/2025
Truepoint, Inc. 2025 Q2 8/8/2025
OmniStar Financial Group, Inc. 2025 Q2 8/8/2025
Meridian Wealth Management, LLC 2025 Q2 8/8/2025
OPINICUS CAPITAL, INC. 2025 Q2 8/8/2025
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 2025 Q2 8/8/2025