Latest 13F Filings

Since 1/1/2026

Manager Period Date Filed
SWEENEY & MICHEL, LLC 2025 Q4 2/13/2026
Cambridge Financial Group, Inc. 2025 Q4 2/13/2026
Taproot Management LP 2025 Q4 2/13/2026
Atika Capital Management LLC 2025 Q4 2/13/2026
Timelo Investment Management Inc. 2025 Q4 2/13/2026
Roberts Capital Advisors, LLC 2025 Q4 2/13/2026
Tidal Investments LLC 2025 Q4 2/13/2026
J.E. Simmons & Co., P.C. 2025 Q4 2/13/2026
Capula Management Ltd 2025 Q4 2/13/2026
Shelter Ins Retirement Plan 2025 Q4 2/13/2026
CVentures, Inc. 2025 Q4 2/13/2026
ICON ADVISERS INC/CO 2025 Q4 2/13/2026
JONES ROAD CAPITAL MANAGEMENT, L.P. 2025 Q4 2/13/2026
Aviso Financial Inc. 2025 Q4 2/13/2026
Battery Global Advisors, LLC 2025 Q4 2/13/2026
Crescent Park Management, L.P. 2025 Q4 2/13/2026
TCFG WEALTH MANAGEMENT, LLC 2025 Q4 2/13/2026
TOYOTA MOTOR CORP/ 2025 Q3 - RESTATEMENT 2/13/2026
FIFTHDELTA Ltd 2025 Q4 2/13/2026
Missouri Trust & Investment Co 2025 Q4 2/13/2026
Blueshift Asset Management, LLC 2025 Q4 2/13/2026
INTERCAPITAL, LLC 2025 Q4 2/13/2026
Cavalier Investments, LLC 2025 Q4 2/13/2026
Palliser Capital (UK) Ltd 2025 Q4 2/13/2026
WAFRA INC. 2025 Q4 2/13/2026
TOYOTA MOTOR CORP/ 2025 Q2 - RESTATEMENT 2/13/2026
Goldstone Financial Group, LLC 2025 Q4 2/13/2026
Lepercq De Neuflize Asset Management LLC 2025 Q4 2/13/2026
Beutel, Goodman & Co Ltd. 2025 Q4 2/13/2026
Ranger Investment Management, L.P. 2025 Q4 2/13/2026
1832 Asset Management L.P. 2025 Q4 2/13/2026
ACK Asset Management LLC 2025 Q4 2/13/2026
Finepoint Capital LP 2025 Q4 2/13/2026
Edgestream Partners, L.P. 2025 Q4 2/13/2026
WORLDLY PARTNERS MANAGEMENT, LLC 2025 Q4 2/13/2026
BRIAN LOW FINANCIAL GROUP, LLC 2025 Q4 2/13/2026
Ceredex Value Advisors LLC 2025 Q4 2/13/2026
Kennondale Capital Management LLC 2025 Q4 2/13/2026
TOYOTA MOTOR CORP/ 2025 Q1 - RESTATEMENT 2/13/2026
AMERICAN CENTURY COMPANIES INC 2025 Q4 2/13/2026
Liberty Mutual Group Asset Management Inc. 2025 Q4 2/13/2026
J. H. Whitney Equity Partners VI, LLC 2025 Q4 2/13/2026
Osmosis Investment Management UK Ltd 2025 Q4 2/13/2026
Fairman Group, LLC 2025 Q4 2/13/2026
ROBINSON CAPITAL MANAGEMENT, LLC 2025 Q4 2/13/2026
Tradewinds, LLC. 2025 Q4 2/13/2026
1060 Capital, LLC 2025 Q4 2/13/2026
Archvest Wealth Advisors, Inc. 2025 Q4 - RESTATEMENT 2/13/2026
TOYOTA MOTOR CORP/ 2024 Q4 - RESTATEMENT 2/13/2026
Ceeto Capital Group, LLC 2025 Q4 2/13/2026
Charter Oak Advisors LP 2025 Q4 2/13/2026
EDGAR LOMAX CO/VA 2025 Q4 2/13/2026
FIRST TRUST ADVISORS LP 2025 Q4 2/13/2026
Allie Family Office LLC 2025 Q4 2/13/2026
TOYOTA MOTOR CORP/ 2022 Q1 - RESTATEMENT 2/13/2026
Channing Capital Management, LLC 2025 Q4 2/13/2026
Hill City Capital, LP 2025 Q4 2/13/2026
Horiko Capital Management LLC 2025 Q4 2/13/2026
Davern Capital Partners, LP 2025 Q4 2/13/2026
TOYOTA MOTOR CORP/ 2021 Q4 - RESTATEMENT 2/13/2026
SANTA MONICA PARTNERS LP 2025 Q4 2/13/2026
Broadview Financial Management, LLC 2025 Q4 2/13/2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 2024 Q4 - NEW HOLDINGS 2/13/2026
A4 Wealth Advisors LLC 2025 Q4 2/13/2026
MorganRosel Wealth Management, LLC 2025 Q4 2/13/2026
SageOak Financial, LLC 2025 Q4 2/13/2026
Headlands Technologies LLC 2025 Q4 2/13/2026
Integrated Wealth Concepts LLC 2025 Q4 2/13/2026
TOYOTA MOTOR CORP/ 2021 Q3 - RESTATEMENT 2/13/2026
Watchtower Advisors, LP 2025 Q4 2/13/2026
Skerryvore Asset Management Ltd 2025 Q4 2/13/2026
North Growth Management Ltd. 2025 Q4 2/13/2026
SG Capital Management LLC 2025 Q4 2/13/2026
Weaver C. Barksdale & Associates, Inc. 2025 Q4 2/13/2026
Estabrook Capital Management 2025 Q4 2/13/2026
JACOBS LEVY EQUITY MANAGEMENT, INC 2025 Q4 2/13/2026
SEI INVESTMENTS CO 2025 Q4 2/13/2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2025 Q4 2/13/2026
OneDigital Investment Advisors LLC 2025 Q4 2/13/2026
Kilter Group LLC 2025 Q4 2/13/2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 2025 Q1 - NEW HOLDINGS 2/13/2026
Vivaldi Capital Management LP 2025 Q4 2/13/2026
TOYOTA MOTOR CORP/ 2021 Q2 - RESTATEMENT 2/13/2026
INVICTUS PRIVATE WEALTH, LLC 2025 Q4 2/13/2026
Graney & King, LLC 2025 Q4 2/13/2026
AXA S.A. 2025 Q4 2/13/2026
Gen-Wealth Partners Inc 2025 Q4 2/13/2026
Intel Corp 2025 Q4 2/13/2026
Shelter Mutual Insurance Co 2025 Q4 2/13/2026
ESSEX INVESTMENT MANAGEMENT CO LLC 2025 Q4 2/13/2026
BRANDYWINE TRUST CO 2025 Q4 2/13/2026
NOVUS ADVISORS, LLC 2025 Q4 2/13/2026
FOCUSED ALPHA, LLC 2025 Q4 2/13/2026
Parafestas Anastasios 2025 Q4 2/13/2026
MORTON COMMUNITY BANK 2025 Q4 2/13/2026
Bragg Financial Advisors, Inc 2025 Q4 2/13/2026
Lauterbach Financial Advisors, LLC 2025 Q4 2/13/2026
Multicoin Capital Management, LLC 2025 Q4 2/13/2026
BRANDYWINE MANAGERS, LLC 2025 Q4 2/13/2026
WPWealth LLP 2025 Q4 2/13/2026