Latest 13F Filings

Since 1/1/2026

Manager Period Date Filed
VICTORY CAPITAL MANAGEMENT INC 2025 Q4 2/13/2026
HFG Advisors, Inc. 2025 Q4 2/13/2026
Keenan Capital, LLC 2025 Q4 2/13/2026
Matrix Capital Management Company, LP 2025 Q4 2/13/2026
Greenhaven Road Investment Management, L.P. 2025 Q4 2/13/2026
AyurMaya Capital Management Company, LP 2025 Q4 2/13/2026
Vision Capital Corp 2025 Q4 2/13/2026
CAPE COD FIVE CENTS SAVINGS BANK 2025 Q4 2/13/2026
BOSTON FAMILY OFFICE LLC 2025 Q4 2/13/2026
SAXON INTERESTS, INC. 2025 Q4 2/13/2026
Sompo Asset Management Co., Ltd. 2025 Q4 2/13/2026
Chevy Chase Trust Holdings, LLC 2025 Q4 2/13/2026
HERALD INVESTMENT MANAGEMENT Ltd 2025 Q4 2/13/2026
NLB Skladi, upravljanje premozenja, d.o.o. 2025 Q4 2/13/2026
Warberg Asset Management LLC 2025 Q4 2/13/2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2025 Q4 2/13/2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2025 Q4 2/13/2026
Haverford Financial Services, Inc. 2025 Q4 2/13/2026
WEALTH ALLIANCE, LLC 2025 Q4 2/13/2026
TFB Advisors LLC 2025 Q4 2/13/2026
Ampfield Management, L.P. 2025 Q4 2/13/2026
Pitti Group Wealth Management, LLC 2025 Q4 2/13/2026
Fivespan Partners, LP 2025 Q4 2/13/2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP 2025 Q4 2/13/2026
LCC Family Corp. 2025 Q4 2/13/2026
SNOWWATER INVESTMENT PARTNERS, LLC 2025 Q4 2/13/2026
Platform Technology Partners 2025 Q4 2/13/2026
OBERNDORF WILLIAM E 2025 Q4 2/13/2026
SEG Family Corp. 2025 Q4 2/13/2026
Strathmore Capital Advisors, Inc. 2025 Q4 2/13/2026
DC Funds, LP 2025 Q4 2/13/2026
LGT Financial Advisors LLC 2025 Q4 2/13/2026
Graver Capital Management, LLC 2025 Q4 2/13/2026
Navis Wealth Advisors, LLC 2025 Q4 2/13/2026
GRANVILLE CAPITAL, INC. 2025 Q4 2/13/2026
TRUE Private Wealth Advisors 2025 Q4 2/13/2026
CITIGROUP INC 2025 Q4 2/13/2026
OpenArc Corporate Advisory, LLC 2025 Q4 2/13/2026
PJT Investments Corp. 2025 Q4 2/13/2026
Woodbridge Co Ltd 2025 Q4 2/13/2026
Velan Capital Investment Management LP 2025 Q4 2/13/2026
DKRT Investments Corp. 2025 Q4 2/13/2026
CONSCIOUS WEALTH INVESTMENTS, LLC 2025 Q4 2/13/2026
Champlain Investment Partners, LLC 2025 Q4 2/13/2026
Diana Davis Spencer Foundation 2025 Q4 2/13/2026
DC Investments Management, LLC 2025 Q4 2/13/2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2025 Q4 2/13/2026
LFL Advisers, LLC 2025 Q4 2/13/2026
SPG ADVISORS LLC 2025 Q4 2/13/2026
PURA VIDA INVESTMENTS, LLC 2025 Q4 2/13/2026
TLT Family Holdco ULC 2025 Q4 2/13/2026
Sharp Capital Gestora de Recursos Ltda. 2025 Q4 2/13/2026
Carmignac Gestion 2025 Q4 2/13/2026
QTR Family Wealth, LLC 2025 Q4 2/13/2026
Sunbeam Capital Management, LLC 2025 Q4 2/13/2026
VAN ECK ASSOCIATES CORP 2025 Q4 2/13/2026
Ironvine Capital Partners, LLC 2025 Q4 2/13/2026
ROYAL LONDON ASSET MANAGEMENT LTD 2025 Q4 2/13/2026
Voss Capital, LP 2025 Q4 2/13/2026
Hauser Brothers GmbH 2025 Q4 2/13/2026
Primavera Capital Management Ltd 2025 Q4 2/13/2026
LANDMARK WEALTH MANAGEMENT, INC. 2025 Q4 2/13/2026
Police & Firemen's Retirement System of New Jersey 2025 Q4 2/13/2026
SOUTHERNSUN ASSET MANAGEMENT, LLC 2025 Q4 2/13/2026
180 GPS Investments IC Ltd 2025 Q4 2/13/2026
Liberty 77 Capital L.P. 2025 Q4 2/13/2026
Sellaronda Global Management LP 2025 Q4 2/13/2026
HATCH COVE CAPITAL, LLC 2025 Q4 2/13/2026
Thomist Capital Management, LP 2025 Q4 2/13/2026
STATE STREET CORP 2025 Q4 2/13/2026
Avanda Investment Management Pte. Ltd. 2025 Q4 2/13/2026
Nutshell Asset Management Ltd 2025 Q4 2/13/2026
Genesis Wealth Advisors, LLC 2025 Q4 2/13/2026
Clarkston Capital Partners, LLC 2025 Q4 2/13/2026
Total Wealth Planning, LLC 2025 Q4 2/13/2026
Gavilan Investment Partners LLC 2025 Q4 2/13/2026
Affinity Partners GP LP 2025 Q4 2/13/2026
Alcosta Capital Management, Inc. 2025 Q4 2/13/2026
DENVER WEALTH MANAGEMENT, INC. 2025 Q4 2/13/2026
Broadleaf Partners, LLC 2025 Q4 2/13/2026
Meridian Wealth Partners, LLC 2025 Q4 2/13/2026
OLP CAPITAL MANAGEMENT Ltd 2025 Q4 2/13/2026
Alchemi Wealth, LLC 2025 Q4 2/13/2026
Uniting Wealth Partners, LLC 2025 Q4 2/13/2026
SIR Capital Management, L.P. 2025 Q4 2/13/2026
CLOVERFIELDS CAPITAL GROUP, LP 2025 Q4 2/13/2026
Peak Planning Group, LLC 2025 Q4 2/13/2026
Titan Investment Solutions Ltd 2025 Q4 2/13/2026
marrick wealth, LLC 2025 Q4 2/13/2026
Morgan Stanley Institutional Investment Advisors LLC 2025 Q4 2/13/2026
Cardano Risk Management B.V. 2025 Q4 2/13/2026
Storgate, LLC 2025 Q4 2/13/2026
MARTINGALE ASSET MANAGEMENT L P 2025 Q4 2/13/2026
Langdon Equity Partners 2025 Q4 2/13/2026
Symetra Investment Management Co 2025 Q4 2/13/2026
Selby Wealth Management, LLC 2025 Q4 2/13/2026
Brehaut David Pascal 2025 Q4 2/13/2026
Intrepid Financial Planning Group LLC 2025 Q4 2/13/2026
KPS Global Asset Management UK Ltd 2025 Q4 2/13/2026
Three Arch Wealth Management LLC 2025 Q4 2/13/2026