Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
12 Feb 2026, 06:27:31 UTC NDVR, Inc. 2025 Q4
12 Feb 2026, 06:26:17 UTC Meiji Yasuda America Inc 2025 Q4
12 Feb 2026, 06:24:54 UTC Dalton Investments, Inc. 2025 Q4
12 Feb 2026, 06:22:29 UTC Keeler Thomas Management LLC 2025 Q4
12 Feb 2026, 06:21:05 UTC COWA, LLC 2025 Q4
12 Feb 2026, 06:19:20 UTC Buckley Wealth Management, LLC 2025 Q4
12 Feb 2026, 06:17:34 UTC Barnett & Company, Inc. 2025 Q4
12 Feb 2026, 06:16:18 UTC ABSOLUTE CAPITAL MANAGEMENT, LLC 2025 Q4
12 Feb 2026, 06:16:03 UTC SUMITOMO MITSUI FINANCIAL GROUP, INC. 2025 Q4
12 Feb 2026, 06:16:03 UTC FIRST FINANCIAL BANKSHARES INC 2025 Q4
12 Feb 2026, 06:15:18 UTC 1922 Investment Co LLC 2025 Q4
12 Feb 2026, 06:14:47 UTC Mizuho Bank, Ltd. 2025 Q4
12 Feb 2026, 06:14:42 UTC Nuveen, LLC 2025 Q4
12 Feb 2026, 06:14:05 UTC Hikari Tsushin, Inc. 2025 Q4
12 Feb 2026, 06:13:37 UTC XPONANCE LLC 2025 Q4
12 Feb 2026, 06:07:38 UTC Advisory Resource Group 2025 Q4
12 Feb 2026, 06:07:02 UTC PARNASSUS INVESTMENTS, LLC 2025 Q4
12 Feb 2026, 06:06:09 UTC UniSuper Management Pty Ltd 2025 Q4
12 Feb 2026, 06:03:24 UTC WFM ASIA (BVI) Ltd 2025 Q4
12 Feb 2026, 06:00:56 UTC NetEase, Inc. 2025 Q4
12 Feb 2026, 06:00:50 UTC AEGIS FINANCIAL CORP 2025 Q4
11 Feb 2026, 21:58:58 UTC GreatBanc Trust CO 2025 Q4
11 Feb 2026, 21:52:10 UTC COMPASS CAPITAL CORP /MA/ /ADV 2025 Q4
11 Feb 2026, 21:45:56 UTC Riverwater Partners LLC 2025 Q4
11 Feb 2026, 21:45:09 UTC Peterson Wealth Services 2025 Q4
11 Feb 2026, 21:41:18 UTC Mosley Wealth Management 2025 Q4
11 Feb 2026, 21:39:52 UTC Fox Hill Wealth Management 2025 Q4
11 Feb 2026, 21:36:34 UTC Div Capital Phoenix Assets Ltd 2025 Q4
11 Feb 2026, 21:35:01 UTC XY Capital Ltd 2025 Q4
11 Feb 2026, 21:27:05 UTC Founders Financial Alliance, LLC 2025 Q4
11 Feb 2026, 21:25:11 UTC Miller Financial Services LLC 2025 Q4
11 Feb 2026, 21:16:24 UTC Trailhead Planners LLC 2025 Q4
11 Feb 2026, 21:15:02 UTC SMH CAPITAL ADVISORS INC 2025 Q4
11 Feb 2026, 21:14:55 UTC Athos Capital Ltd 2025 Q4
11 Feb 2026, 21:14:35 UTC EQUITY INVESTMENT CORP 2025 Q4
11 Feb 2026, 21:14:07 UTC Resurgent Financial Advisors LLC 2025 Q4
11 Feb 2026, 21:13:44 UTC BROGAN FINANCIAL, INC. 2025 Q4
11 Feb 2026, 21:13:23 UTC TANDEMGROWTH FINANCIAL ADVISORS LLC 2025 Q4
11 Feb 2026, 21:13:00 UTC Banco BTG Pactual S.A. 2025 Q4
11 Feb 2026, 21:12:30 UTC Sustainable Insight Capital Management, LLC 2025 Q4
11 Feb 2026, 21:12:10 UTC RKL Wealth Management LLC 2025 Q4
11 Feb 2026, 21:11:42 UTC Breakout Capital Partners, LP 2025 Q3 - New Holdings
11 Feb 2026, 21:11:18 UTC Investment Research Partners LLC 2025 Q4
11 Feb 2026, 21:10:28 UTC Ullmann Wealth Partners Group, LLC 2025 Q4
11 Feb 2026, 21:09:50 UTC Caerus Investment Advisors, LLC 2025 Q4
11 Feb 2026, 21:07:24 UTC LOGAN CAPITAL MANAGEMENT INC 2025 Q4
11 Feb 2026, 21:06:44 UTC Forge Financial Services LLC 2025 Q4
11 Feb 2026, 21:06:18 UTC Oath Planning, LLC 2025 Q4
11 Feb 2026, 21:05:50 UTC WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2025 Q4
11 Feb 2026, 21:05:23 UTC Glaxis Capital Management, LLC 2025 Q4
11 Feb 2026, 21:04:56 UTC GREAT VALLEY ADVISOR GROUP, INC. 2025 Q4
11 Feb 2026, 21:04:26 UTC Kovack Advisors, Inc. 2025 Q4
11 Feb 2026, 21:03:07 UTC COMPASS CAPITAL MANAGEMENT, INC 2025 Q4
11 Feb 2026, 21:02:37 UTC ICICI Prudential Asset Management Co Ltd 2025 Q4
11 Feb 2026, 21:02:13 UTC Burkett Asset Management Ltd 2025 Q4
11 Feb 2026, 21:02:00 UTC ASO GROUP Ltd 2025 Q4
11 Feb 2026, 21:01:50 UTC Richmond Brothers, Inc. 2025 Q4
11 Feb 2026, 21:01:28 UTC Turiya Advisors Asia Ltd 2025 Q4
11 Feb 2026, 21:01:25 UTC Prime Capital Management Co Ltd 2025 Q4
11 Feb 2026, 21:00:54 UTC WealthSpring Partners, LLC 2025 Q4
11 Feb 2026, 20:55:13 UTC Headwater Capital Co Ltd 2025 Q4 - Restatement
11 Feb 2026, 20:50:50 UTC BAROMETER CAPITAL MANAGEMENT INC. 2025 Q4
11 Feb 2026, 20:45:40 UTC Discovery Value Fund 2025 Q4
11 Feb 2026, 20:42:52 UTC BRILLIANCE ASSET MANAGEMENT LTD 2025 Q4
11 Feb 2026, 20:39:47 UTC Long Corridor Asset Management Ltd 2025 Q4
11 Feb 2026, 20:36:04 UTC AI-Squared Management Ltd 2025 Q4
11 Feb 2026, 20:30:41 UTC Altiora Financial Group, LLC 2025 Q4
11 Feb 2026, 20:19:51 UTC Longitude (Cayman) Ltd. 2025 Q4
11 Feb 2026, 20:07:32 UTC Te Ahumairangi Investment Management Ltd 2025 Q4
11 Feb 2026, 20:04:15 UTC Collier Financial 2025 Q4
11 Feb 2026, 20:01:07 UTC WealthPLAN Partners, LLC 2025 Q4
11 Feb 2026, 19:59:20 UTC Gigafund Management Company, LLC 2025 Q4
11 Feb 2026, 19:56:45 UTC FIRST WILSHIRE SECURITIES MANAGEMENT INC 2025 Q4
11 Feb 2026, 19:53:23 UTC Canopy Partners, LLC 2025 Q4
11 Feb 2026, 19:37:26 UTC CENTERSQUARE INVESTMENT MANAGEMENT LLC 2025 Q4
11 Feb 2026, 19:29:39 UTC Aware Super Pty Ltd as trustee of Aware Super 2023 Q4
11 Feb 2026, 19:27:11 UTC Keel Point, LLC 2025 Q4
11 Feb 2026, 19:26:10 UTC IFM Investors Pty Ltd 2025 Q4
11 Feb 2026, 19:23:07 UTC Winning Points Advisors, LLC 2025 Q4
11 Feb 2026, 19:15:48 UTC Prudent Man Investment Management, Inc. 2025 Q4
11 Feb 2026, 19:04:48 UTC Graetz Wealth LLC 2025 Q4
11 Feb 2026, 18:59:16 UTC TCTC Holdings, LLC 2025 Q4
11 Feb 2026, 18:56:22 UTC Coastwise Capital Group, LLC 2025 Q4
11 Feb 2026, 18:36:42 UTC SAM Advisors, LLC 2025 Q4
11 Feb 2026, 18:11:49 UTC Mattson Financial Services, LLC 2025 Q4
11 Feb 2026, 18:11:30 UTC SmartHarvest Portfolios, LLC 2025 Q4
11 Feb 2026, 18:09:52 UTC RAM Investment Partners, LLC 2025 Q4
11 Feb 2026, 18:07:01 UTC Pacific Wealth Management 2025 Q4
11 Feb 2026, 18:05:19 UTC MidWestOne Financial Group, Inc. 2025 Q4
11 Feb 2026, 18:02:09 UTC LYELL WEALTH MANAGEMENT, LP 2025 Q4
11 Feb 2026, 17:51:58 UTC PRIVATE MANAGEMENT GROUP INC 2025 Q4
11 Feb 2026, 17:42:56 UTC Rockbridge Capital Management LLC 2025 Q4
11 Feb 2026, 17:41:14 UTC VAUGHAN DAVID INVESTMENTS LLC/IL 2025 Q4
11 Feb 2026, 17:39:09 UTC Athena Investment Management 2025 Q4
11 Feb 2026, 17:37:58 UTC GROUP ONE TRADING LLC 2025 Q4
11 Feb 2026, 17:27:38 UTC Marest Capital, LLC 2025 Q4
11 Feb 2026, 17:27:23 UTC YCG, LLC 2025 Q4
11 Feb 2026, 17:25:18 UTC Stirlingshire Investments, Inc. 2025 Q4
11 Feb 2026, 17:24:49 UTC CSM Advisors, LLC 2025 Q4
11 Feb 2026, 17:24:37 UTC CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2025 Q4