Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
11 Feb 2026, 17:24:37 UTC PFC CAPITAL GROUP, INC. 2025 Q4
11 Feb 2026, 17:24:09 UTC Babb Wealth Advisors LLC 2025 Q4
11 Feb 2026, 17:23:19 UTC Red Tree Management, LLC 2025 Q4
11 Feb 2026, 17:22:46 UTC SCHOLTZ & COMPANY, LLC 2025 Q4
11 Feb 2026, 17:22:32 UTC ARK Investment Management LLC 2025 Q4
11 Feb 2026, 17:21:39 UTC Dodds Wealth, LLC 2025 Q4
11 Feb 2026, 17:20:34 UTC LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2025 Q4
11 Feb 2026, 17:20:21 UTC Gateway Wealth Partners, LLC 2025 Q4
11 Feb 2026, 17:19:41 UTC Revolution Growth Management Company, Inc. 2025 Q4
11 Feb 2026, 17:16:49 UTC AGAVE CAPITAL MANAGEMENT Ltd 2025 Q4
11 Feb 2026, 17:14:42 UTC GFI Investment Counsel Ltd. 2025 Q4
11 Feb 2026, 17:13:45 UTC Harpswell Capital Advisors, LLC 2025 Q4
11 Feb 2026, 17:11:08 UTC Makaira Partners LLC 2025 Q4
11 Feb 2026, 17:08:18 UTC MCMORGAN & CO LLC 2025 Q4
11 Feb 2026, 17:08:14 UTC Ameraudi Asset Management, Inc. 2025 Q3 - Restatement
11 Feb 2026, 17:08:01 UTC PICTON MAHONEY ASSET MANAGEMENT 2025 Q4
11 Feb 2026, 17:07:10 UTC Mill Capital Management, LLC 2025 Q4
11 Feb 2026, 17:07:04 UTC PRIMECAP MANAGEMENT CO/CA/ 2025 Q4
11 Feb 2026, 17:06:40 UTC PACES FERRY WEALTH ADVISORS, LLC 2025 Q4
11 Feb 2026, 17:06:40 UTC Ameraudi Asset Management, Inc. 2025 Q4
11 Feb 2026, 17:06:37 UTC Atlanta Consulting Group Advisors, LLC 2025 Q4
11 Feb 2026, 17:03:55 UTC Fund Evaluation Group, LLC 2025 Q4
11 Feb 2026, 17:01:33 UTC BARROW HANLEY MEWHINNEY & STRAUSS LLC 2025 Q4
11 Feb 2026, 16:58:55 UTC MEEDER ASSET MANAGEMENT INC 2025 Q4
11 Feb 2026, 16:58:46 UTC WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2025 Q4
11 Feb 2026, 16:56:40 UTC Meiji Yasuda Life Insurance Co 2025 Q4
11 Feb 2026, 16:56:18 UTC Empowered Funds, LLC 2025 Q4
11 Feb 2026, 16:54:50 UTC V3 Holding Ltd 2025 Q4
11 Feb 2026, 16:53:31 UTC Foyston, Gordon & Payne Inc 2025 Q4
11 Feb 2026, 16:52:34 UTC Endurance Services Ltd 2025 Q4
11 Feb 2026, 16:49:14 UTC NYL Investors LLC 2025 Q4
11 Feb 2026, 16:49:11 UTC Meeder Advisory Services, Inc. 2025 Q4
11 Feb 2026, 16:48:53 UTC Marathon Strategic Advisors, LLC 2025 Q4
11 Feb 2026, 16:45:04 UTC EQT Fund Management S.a r.l. 2025 Q4
11 Feb 2026, 16:44:21 UTC E&R Wealth Management, LLC 2025 Q4
11 Feb 2026, 16:44:09 UTC NEW YORK LIFE INSURANCE CO 2025 Q4
11 Feb 2026, 16:41:30 UTC DONALD SMITH & CO., INC. 2025 Q4
11 Feb 2026, 16:39:17 UTC USCF Advisers LLC 2025 Q4
11 Feb 2026, 16:38:49 UTC INCEPTIONR LLC 2025 Q4
11 Feb 2026, 16:37:58 UTC T3 Companies, LLC 2025 Q4
11 Feb 2026, 16:36:53 UTC Capital Wealth Planning, LLC 2025 Q4
11 Feb 2026, 16:35:32 UTC KDK Private Wealth Management, LLC 2025 Q4
11 Feb 2026, 16:35:24 UTC Cedar Point Capital Partners, LLC 2025 Q4
11 Feb 2026, 16:35:16 UTC RENAISSANCE GROUP LLC 2025 Q4
11 Feb 2026, 16:34:04 UTC Miller Investment Management, LP 2025 Q4
11 Feb 2026, 16:33:59 UTC Entelevest, LLC 2025 Q4
11 Feb 2026, 16:33:14 UTC Truepoint, Inc. 2025 Q4
11 Feb 2026, 16:32:05 UTC United Wealth Management, LLC 2025 Q4
11 Feb 2026, 16:31:08 UTC GILPIN WEALTH MANAGEMENT, LLC 2025 Q4
11 Feb 2026, 16:30:03 UTC MKA Charitable Fund 2025 Q4
11 Feb 2026, 16:30:03 UTC First American Financial Corp 2025 Q4
11 Feb 2026, 16:29:51 UTC MITCHELL MCLEOD PUGH & WILLIAMS INC 2025 Q4
11 Feb 2026, 16:27:39 UTC SMITHBRIDGE ASSET MANAGEMENT INC/DE 2025 Q4
11 Feb 2026, 16:27:11 UTC All Terrain Financial Advisors, LLC 2025 Q4
11 Feb 2026, 16:26:05 UTC M Holdings Securities, Inc. 2025 Q4
11 Feb 2026, 16:26:01 UTC Jessup Wealth Management, Inc 2025 Q4
11 Feb 2026, 16:25:28 UTC Signet Private Wealth LLC 2025 Q4
11 Feb 2026, 16:20:44 UTC Empery Asset Management, LP 2025 Q4
11 Feb 2026, 16:12:48 UTC Fidelity National Financial, Inc. 2025 Q4
11 Feb 2026, 16:11:32 UTC HEARTLAND ADVISORS INC 2025 Q4
11 Feb 2026, 16:06:18 UTC Hughes Financial Services, LLC 2025 Q4
11 Feb 2026, 16:05:28 UTC VeraBank, N.A. 2025 Q4
11 Feb 2026, 16:05:21 UTC Nicollet Investment Management, Inc. 2025 Q4
11 Feb 2026, 16:04:44 UTC SHARPEPOINT LLC 2025 Q4
11 Feb 2026, 16:04:09 UTC Clarity Wealth Development LLC 2025 Q4
11 Feb 2026, 16:03:18 UTC Hoxton Planning & Management, LLC 2025 Q4
11 Feb 2026, 16:01:15 UTC Accuvest Global Advisors 2025 Q4
11 Feb 2026, 16:00:11 UTC FIRST AMERICAN TRUST, FSB 2025 Q4
11 Feb 2026, 16:00:09 UTC Investure, LLC 2025 Q4
11 Feb 2026, 16:00:07 UTC Wills Financial Group LLC 2025 Q4
11 Feb 2026, 15:58:42 UTC GFS Advisors, LLC 2025 Q4
11 Feb 2026, 15:58:24 UTC Amova Asset Management Americas, Inc. 2025 Q4
11 Feb 2026, 15:55:17 UTC Prime Buchholz LLC 2025 Q4
11 Feb 2026, 15:53:58 UTC MIRAE ASSET SECURITIES (USA) INC. 2025 Q4
11 Feb 2026, 15:52:44 UTC MILLBANK DARTMOOR PORTSMOUTH LLC 2025 Q4
11 Feb 2026, 15:46:49 UTC Premier Private Wealth Management LLC 2025 Q4
11 Feb 2026, 15:46:41 UTC VESTOR CAPITAL, LLC 2025 Q4
11 Feb 2026, 15:46:12 UTC REGENTS OF THE UNIVERSITY CALIFORNIA 2025 Q4
11 Feb 2026, 15:45:56 UTC BOSTON RESEARCH & MANAGEMENT INC 2025 Q4
11 Feb 2026, 15:44:28 UTC SATURNA CAPITAL CORP 2025 Q4
11 Feb 2026, 15:43:57 UTC Compass Wealth Management LLC 2025 Q4
11 Feb 2026, 15:43:29 UTC Dorsey & Whitney Trust CO LLC 2025 Q4
11 Feb 2026, 15:41:16 UTC Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 2025 Q4
11 Feb 2026, 15:37:44 UTC AE INDUSTRIAL PARTNERS, LP 2025 Q4
11 Feb 2026, 15:36:06 UTC HAMEL ASSOCIATES, INC. 2025 Q4
11 Feb 2026, 15:35:04 UTC Prism Planning Partners LLC 2025 Q4
11 Feb 2026, 15:32:51 UTC Nixon Capital, LLC 2025 Q4
11 Feb 2026, 15:29:53 UTC CoreFirst Bank & Trust 2025 Q4
11 Feb 2026, 15:29:52 UTC Daner Wealth Management, LLC 2025 Q4
11 Feb 2026, 15:27:58 UTC Wilkinson Global Asset Management LLC 2025 Q4
11 Feb 2026, 15:26:11 UTC Madden Advisory Services, Inc. 2025 Q4
11 Feb 2026, 15:25:26 UTC Symphony Financial, Ltd. Co. 2025 Q4
11 Feb 2026, 15:24:39 UTC Lindsell Train Ltd 2025 Q4
11 Feb 2026, 15:23:13 UTC Strategic Financial Partners, Ltd. 2025 Q4
11 Feb 2026, 15:22:39 UTC Cypress Capital Group 2025 Q4
11 Feb 2026, 15:22:02 UTC Aspetuck Financial Management LLC 2025 Q4
11 Feb 2026, 15:21:33 UTC STRATEGY ASSET MANAGERS LLC 2025 Q4
11 Feb 2026, 15:21:00 UTC Sunrise Financial Services, LLC 2025 Q4
11 Feb 2026, 15:19:07 UTC Value Investment Professionals, LLC 2025 Q4
11 Feb 2026, 15:18:34 UTC Ameritas Investment Partners, Inc. 2025 Q4