Latest 13F Portfolio Filings

Since Apr 1, 2025

Investor Period Date Filed
Horan Securities, Inc. 2025 Q1 5/12/2025, 01:26 PM
CFS Investment Advisory Services, LLC 2025 Q1 5/12/2025, 01:26 PM
Brown Financial Advisors 2025 Q1 5/12/2025, 01:24 PM
State Board Of Administration Of Florida Retirement System 2025 Q1 5/12/2025, 01:20 PM
First Eagle Investment Management, LLC 2025 Q1 5/12/2025, 01:20 PM
Lathrop Investment Management Co 2025 Q1 5/12/2025, 01:19 PM
Owen LaRue, LLC 2025 Q1 5/12/2025, 01:18 PM
Americana Partners, LLC 2025 Q1 5/12/2025, 01:17 PM
Spark Investment Management LLC 2025 Q1 5/12/2025, 01:15 PM
Davis Asset Management, L.P. 2025 Q1 5/12/2025, 01:13 PM
Act Two Investors LLC 2025 Q1 5/12/2025, 01:07 PM
Eagle Health Investments LP 2025 Q1 5/12/2025, 01:05 PM
QTR Family Wealth, LLC 2025 Q1 5/12/2025, 01:02 PM
Cahill Wealth Management, LLC 2025 Q1 5/12/2025, 01:01 PM
Wilmar Advisors LLC 2025 Q1 5/12/2025, 01:00 PM
Ameritas Investment Partners, Inc. 2025 Q1 5/12/2025, 01:00 PM
Whitebark Investors LP 2025 Q1 5/12/2025, 12:56 PM
Sandy Cove Advisors, LLC 2025 Q1 5/12/2025, 12:54 PM
Atlas Capital Advisors Inc. 2025 Q1 5/12/2025, 12:53 PM
Berger Financial Group, Inc 2025 Q1 5/12/2025, 12:53 PM
Florin Court Capital LLP 2025 Q1 5/12/2025, 12:50 PM
Pandora Wealth, Inc. 2025 Q1 5/12/2025, 12:48 PM
Sierra Summit Advisors Llc 2025 Q1 5/12/2025, 12:45 PM
Fiduciary Family Office, Llc 2025 Q1 5/12/2025, 12:44 PM
Stonebridge Capital Management Inc 2025 Q1 5/12/2025, 12:42 PM
True North Advisors, LLC 2025 Q1 5/12/2025, 12:42 PM
Taylor Financial Group, Inc. 2025 Q1 5/12/2025, 12:41 PM
TLS Advisors LLC 2025 Q1 5/12/2025, 12:39 PM
JFG Wealth Management, LLC 2025 Q1 5/12/2025, 12:39 PM
Johnson Financial Group, LLC 2025 Q1 5/12/2025, 12:37 PM
Manhattan West Asset Management, LLC 2025 Q1 5/12/2025, 12:36 PM
Benjamin Edwards Inc 2025 Q1 5/12/2025, 12:35 PM
Helikon Investments Ltd 2025 Q1 5/12/2025, 12:31 PM
NWK Group, Inc. 2025 Q1 5/12/2025, 12:31 PM
Capco Asset Management, LLC 2025 Q1 5/12/2025, 12:30 PM
GC Wealth Management RIA, LLC 2025 Q1 5/12/2025, 12:28 PM
Hutchinson Capital Management/Ca 2025 Q1 5/12/2025, 12:23 PM
Nekton Capital Ltd. 2025 Q1 5/12/2025, 12:22 PM
Gryphon Financial Partners LLC 2025 Q1 5/12/2025, 12:20 PM
Greenwich Wealth Management LLC 2025 Q1 5/12/2025, 12:19 PM
Alphinity Investment Management Pty Ltd 2025 Q1 5/12/2025, 12:15 PM
Nomura Asset Management Co Ltd 2025 Q1 5/12/2025, 12:14 PM
Ovata Capital Management Ltd 2025 Q1 5/12/2025, 12:14 PM
Long Road Investment Counsel, LLC 2025 Q1 5/12/2025, 12:12 PM
Tieton Capital Management, LLC 2025 Q1 5/12/2025, 12:10 PM
Prasad Wealth Partners, LLC 2025 Q1 5/12/2025, 12:09 PM
Beutel, Goodman & Co Ltd. 2025 Q1 5/12/2025, 12:09 PM
Greencape Capital Pty Ltd 2025 Q1 5/12/2025, 12:09 PM
Wealth Advisors of Iowa, LLC 2025 Q1 5/12/2025, 12:08 PM
Ppm America Inc/Il 2025 Q1 5/12/2025, 12:07 PM
Global IMC LLC 2025 Q1 5/12/2025, 12:05 PM
Symphony Financial Services, Inc. 2025 Q1 5/12/2025, 11:55 AM
Highbridge Capital Management Llc 2025 Q1 5/12/2025, 11:55 AM
Symetra Investment Management Co 2025 Q1 5/12/2025, 11:54 AM
Regal Investment Advisors LLC 2025 Q1 5/12/2025, 11:54 AM
Select Asset Management & Trust 2025 Q1 5/12/2025, 11:50 AM
Paradice Investment Management LLC 2025 Q1 5/12/2025, 11:50 AM
Capital World Investors 2025 Q1 5/12/2025, 11:47 AM
Capital Research Global Investors 2025 Q1 5/12/2025, 11:47 AM
Capital International Sarl 2025 Q1 5/12/2025, 11:46 AM
Capital International Ltd /Ca/ 2025 Q1 5/12/2025, 11:46 AM
Capital International, Inc./CA/ 2025 Q1 5/12/2025, 11:46 AM
Capital International Investors 2025 Q1 5/12/2025, 11:45 AM
Eubel Brady & Suttman Asset Management Inc 2025 Q1 5/12/2025, 11:45 AM
Capital Group Private Client Services, Inc. 2025 Q1 5/12/2025, 11:45 AM
Capital Group Investment Management Pte. Ltd. 2025 Q1 5/12/2025, 11:45 AM
Connors Investor Services Inc 2025 Q1 5/12/2025, 11:44 AM
Traynor Capital Management, Inc. 2025 Q1 5/12/2025, 11:42 AM
Covestor Ltd 2025 Q1 5/12/2025, 11:41 AM
Koa Wealth Management, LLC 2025 Q1 5/12/2025, 11:41 AM
Darrow Company, Inc. 2025 Q1 5/12/2025, 11:38 AM
Addison Advisors LLC 2025 Q1 5/12/2025, 11:38 AM
Allianz Se 2024 Q3 5/12/2025, 11:37 AM
Allianz Se 2024 Q1 5/12/2025, 11:36 AM
Kerusso Capital Management LLC 2025 Q1 5/12/2025, 11:36 AM
Allianz Se 2024 Q2 5/12/2025, 11:32 AM
Bruni J V & Co /Co 2025 Q1 5/12/2025, 11:31 AM
Corre Partners Management, LLC 2025 Q1 5/12/2025, 11:27 AM
Capstone Wealth Management Group LLC 2024 Q4 - Restatement 5/12/2025, 11:26 AM
Frank, Rimerman Advisors LLC 2025 Q1 5/12/2025, 11:23 AM
Ciovacco Capital Management LLC 2025 Q1 5/12/2025, 11:17 AM
Gifford Fong Associates 2025 Q1 5/12/2025, 11:14 AM
Condor Capital Management 2025 Q1 5/12/2025, 11:09 AM
Koss-Olinger Consulting, LLC 2025 Q1 5/12/2025, 11:09 AM
Lcnb Corp 2025 Q1 5/12/2025, 11:05 AM
ESL Trust Services, LLC 2025 Q1 5/12/2025, 11:05 AM
Balanced Rock Investment Advisors LLC 2025 Q1 5/12/2025, 11:02 AM
Hantz Financial Services, Inc. 2025 Q1 5/12/2025, 11:02 AM
JARISLOWSKY, FRASER Ltd 2025 Q1 5/12/2025, 10:59 AM
CROSBY Co OF NEW HAMPSHIRE LLC 2025 Q1 5/12/2025, 10:56 AM
Qsemble Capital Management, LP 2025 Q1 5/12/2025, 10:56 AM
Dominguez Wealth Management Solutions, Inc. 2025 Q1 5/12/2025, 10:52 AM
Nicollet Investment Management, Inc. 2025 Q1 5/12/2025, 10:51 AM
Pfc Capital Group, Inc. 2025 Q1 5/12/2025, 10:48 AM
Capital Wealth Planning, LLC 2025 Q1 5/12/2025, 10:48 AM
Lingohr Asset Management GmbH 2025 Q1 5/12/2025, 10:48 AM
Ellerson Group Inc /Adv 2025 Q1 5/12/2025, 10:46 AM
Victory Financial Group, Llc 2025 Q1 5/12/2025, 10:45 AM
Trustmark National Bank Trust Department 2025 Q1 5/12/2025, 10:42 AM
Contrarius Group Holdings Ltd 2025 Q1 5/12/2025, 10:40 AM