Latest 13F Filings

Since 7/1/2026

Manager Period Date Filed
Passive Capital Management, LLC. 2026 Q2 8/10/2026
LGT Fund Management Co Ltd. 2026 Q2 8/10/2026
GoodHaven Capital Management, LLC 2026 Q2 8/10/2026
Kazazian Asset Management, LLC 2026 Q2 8/10/2026
JMN Financial LLC 2026 Q2 8/10/2026
CloudAlpha Capital Management Limited/Hong Kong 2026 Q2 8/10/2026
Semus Wealth Partners LLC 2026 Q2 8/10/2026
Tredje AP-fonden 2026 Q2 8/10/2026
SENTINEL WEALTH MANAGEMENT, INC. 2026 Q2 8/10/2026
KTF INVESTMENTS, LLC 2026 Q2 8/10/2026
HORAN Wealth, LLC 2026 Q2 8/10/2026
Crake Asset Management LLP 2026 Q2 8/10/2026
Measured Wealth Private Client Group, LLC 2026 Q2 8/10/2026
Lightrock Netherlands B.V. 2026 Q2 8/10/2026
Munro Partners 2026 Q2 8/10/2026
Ironvine Capital Partners, LLC 2026 Q2 8/10/2026
Allianz SE 2026 Q2 8/10/2026
BLI - Banque de Luxembourg Investments 2026 Q2 8/10/2026
Arbiter Partners Capital Management LLC 2026 Q2 8/10/2026
TSG Consumer Partners LP 2026 Q2 8/10/2026
Central Asset Investments & Management Holdings (HK) Ltd 2026 Q2 8/10/2026
Boundless Plain Holdings Ltd 2026 Q2 8/10/2026
Catalyst Funds Management Pty Ltd 2026 Q2 8/10/2026
JUPITER ASSET MANAGEMENT LTD 2026 Q2 8/10/2026
Prime Capital Management Co Ltd 2026 Q2 8/10/2026
Act Two Investors LLC 2026 Q2 8/10/2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV 2024 Q4 8/10/2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV 2025 Q1 8/10/2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV 2025 Q2 8/10/2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV 2025 Q3 8/10/2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV 2025 Q4 8/10/2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV 2026 Q1 8/10/2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV 2026 Q2 8/10/2026
Danica Pension, Livsforsikringsaktieselskab 2026 Q2 8/10/2026
DANSKE BANK A/S 2026 Q2 8/10/2026
Mount Lucas Management LP 2026 Q2 8/10/2026
ALPINE WOODS CAPITAL INVESTORS, LLC 2026 Q2 8/7/2026
JLB & ASSOCIATES INC 2026 Q2 8/7/2026
Gould Capital, LLC 2026 Q2 8/7/2026
Meeder Advisory Services, Inc. 2026 Q2 8/7/2026
AlpInvest Partners B.V. 2026 Q2 8/7/2026
MEEDER ASSET MANAGEMENT INC 2026 Q2 8/7/2026
Harborfront Financial Group LLC 2026 Q2 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2026 Q1 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2026 Q2 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2025 Q4 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2025 Q3 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2025 Q2 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2025 Q1 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2024 Q3 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2024 Q4 8/7/2026
Carlyle Group Inc. 2026 Q2 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2024 Q2 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2024 Q1 8/7/2026
RENAISSANCERE HOLDINGS LTD 2026 Q2 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2023 Q3 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2023 Q4 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2023 Q2 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2022 Q4 8/7/2026
TIEMANN INVESTMENT ADVISORS, LLC 2026 Q2 8/7/2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2023 Q1 8/7/2026
Graney & King, LLC 2026 Q2 8/7/2026
JW Asset Management, LLC 2026 Q2 8/7/2026
STEEL PARTNERS HOLDINGS L.P. 2026 Q2 8/7/2026
Tweedy, Browne Co LLC 2026 Q2 8/7/2026
Oxbow Advisors, LLC 2026 Q2 8/7/2026
Westend Capital Management, LLC 2026 Q2 8/7/2026
BURKE & HERBERT BANK & TRUST CO 2026 Q2 8/7/2026
Investmark Advisory Group LLC 2026 Q2 8/7/2026
Wealthfront Advisers LLC 2026 Q2 8/7/2026
Global Strategic Investment Solutions, LLC 2026 Q2 8/7/2026
Keenan, LLC 2026 Q2 8/7/2026
Boulder Wealth Advisors, LLC 2026 Q2 8/7/2026
Lexington Partners L.P. 2026 Q2 8/7/2026
Summit Creek Advisors LLC 2026 Q2 8/7/2026
FOSTER & MOTLEY INC 2026 Q2 8/7/2026
Strategic Wealth Advisors LLC 2026 Q2 8/7/2026
NVP ASSOCIATES, LLC 2026 Q2 8/7/2026
AMERICAN FINANCIAL & TAX STRATEGIES INC 2026 Q2 8/7/2026
Creekmur Asset Management LLC 2026 Q2 8/7/2026
Chandler Asset Management, Inc. 2026 Q2 8/7/2026
Black Cypress Capital Management, LLC 2026 Q2 8/7/2026
Adaptive Financial Consulting, LLC 2026 Q2 8/7/2026
ONTARIO TEACHERS PENSION PLAN BOARD 2026 Q2 8/7/2026
CYPRESS ASSET MANAGEMENT INC/TX 2026 Q1 8/7/2026
CYPRESS ASSET MANAGEMENT INC/TX 2026 Q2 8/7/2026
Uber Technologies, Inc 2026 Q2 8/7/2026
Main Street Financial Solutions, LLC 2026 Q2 8/7/2026
Rayburn West Financial Services LLC 2026 Q2 8/7/2026
FIGURE 8 INVESTMENT STRATEGIES LLC 2026 Q2 8/7/2026
Forge Financial Services LLC 2026 Q2 8/7/2026
FIRST NATIONAL BANK OF OMAHA 2026 Q2 8/7/2026
Four Tree Island Advisory LLC 2026 Q2 8/7/2026
Greylock XIV GP LLC 2026 Q2 8/7/2026
Walmart Inc. 2026 Q2 8/7/2026
TRAVELERS COMPANIES, INC. 2026 Q2 8/7/2026
Timothy G. Youngquist 2020 Irrevocable Trust 2026 Q2 8/7/2026
Alamar Capital Management, LLC 2026 Q2 8/7/2026
REGENERON PHARMACEUTICALS, INC. 2026 Q2 8/7/2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2026 Q2 8/7/2026