Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
10 Feb 2026, 11:34:37 UTC PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2025 Q4
10 Feb 2026, 11:32:15 UTC GUARDCAP ASSET MANAGEMENT Ltd 2025 Q4
10 Feb 2026, 11:32:06 UTC Ascension Capital Advisors, Inc. 2025 Q4
10 Feb 2026, 11:31:36 UTC GRANDFIELD & DODD, LLC 2025 Q4
10 Feb 2026, 11:31:05 UTC Crake Asset Management LLP 2025 Q4
10 Feb 2026, 11:31:05 UTC CONSOLIDATED CAPITAL MANAGEMENT, LLC 2025 Q4
10 Feb 2026, 11:30:34 UTC Walter Public Investments Inc. 2025 Q4
10 Feb 2026, 11:30:10 UTC Beach Point Capital Management LP 2025 Q4
10 Feb 2026, 11:29:40 UTC Riverpoint Wealth Management Holdings, LLC 2025 Q4
10 Feb 2026, 11:28:07 UTC Fortis Advisors, LLC 2025 Q4
10 Feb 2026, 11:27:52 UTC COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 2025 Q4
10 Feb 2026, 11:27:44 UTC WELCH & FORBES LLC 2025 Q4
10 Feb 2026, 11:27:20 UTC Guinness Atkinson Asset Management Inc 2025 Q4 - Restatement
10 Feb 2026, 11:27:12 UTC Advisor Resource Council 2025 Q4
10 Feb 2026, 11:26:51 UTC HOMESTEAD ADVISERS CORP 2025 Q4
10 Feb 2026, 11:26:44 UTC Robertson Opportunity Capital, LLC 2025 Q4
10 Feb 2026, 11:25:22 UTC TrinityBridge Ltd 2025 Q4
10 Feb 2026, 11:24:53 UTC Mithaq Capital SPC 2025 Q4
10 Feb 2026, 11:24:46 UTC EXCALIBUR MANAGEMENT CORP 2025 Q4
10 Feb 2026, 11:24:17 UTC Gruss & Co., LLC 2025 Q4
10 Feb 2026, 11:23:50 UTC Shepherd Financial Partners LLC 2025 Q4
10 Feb 2026, 11:22:46 UTC NorthStar Asset Management LLC /NJ/ 2025 Q4
10 Feb 2026, 11:22:05 UTC American Money Management, LLC 2025 Q4
10 Feb 2026, 11:21:37 UTC Connor, Clark & Lunn Investment Management Ltd. 2025 Q4
10 Feb 2026, 11:21:33 UTC Oxford Wealth Group, LLC 2025 Q4
10 Feb 2026, 11:20:37 UTC Nelson Capital Management, LLC 2025 Q4
10 Feb 2026, 11:20:01 UTC THEORY FINANCIAL LLC 2025 Q4
10 Feb 2026, 11:19:41 UTC MB Generational Wealth, LLC 2025 Q4
10 Feb 2026, 11:19:20 UTC EQ LLC 2025 Q4
10 Feb 2026, 11:18:52 UTC NINE MASTS CAPITAL Ltd 2025 Q4
10 Feb 2026, 11:18:45 UTC Vigil Wealth Management, LLC 2025 Q4
10 Feb 2026, 11:18:00 UTC Brookmont Capital Management 2025 Q4
10 Feb 2026, 11:17:39 UTC Smith Group Asset Management, LLC 2025 Q4
10 Feb 2026, 11:17:17 UTC NS Partners Ltd 2025 Q4
10 Feb 2026, 11:17:16 UTC MEITAV INVESTMENT HOUSE LTD 2025 Q4
10 Feb 2026, 11:16:54 UTC Parametrica Management Ltd 2025 Q4
10 Feb 2026, 11:16:11 UTC MCDANIEL TERRY & CO 2025 Q4
10 Feb 2026, 11:15:28 UTC New Republic Capital, LLC 2025 Q4
10 Feb 2026, 11:14:43 UTC Machina Capital S.A.S. 2025 Q4
10 Feb 2026, 11:14:20 UTC Forvis Mazars Wealth Advisors, LLC 2025 Q4
10 Feb 2026, 11:13:56 UTC MY Wealth Management Inc. 2025 Q4
10 Feb 2026, 11:13:41 UTC IAT REINSURANCE CO LTD. 2025 Q4
10 Feb 2026, 11:05:26 UTC Scheer, Rowlett & Associates Investment Management Ltd. 2025 Q4
10 Feb 2026, 11:05:16 UTC Aisling Capital Management LP 2025 Q4
10 Feb 2026, 11:05:07 UTC PCJ Investment Counsel Ltd. 2025 Q4
10 Feb 2026, 10:59:39 UTC FOUNDERS FINANCIAL SECURITIES LLC 2025 Q4
10 Feb 2026, 10:59:09 UTC THAMES CAPITAL MANAGEMENT LLC 2025 Q4
10 Feb 2026, 10:58:03 UTC Act Two Investors LLC 2025 Q4
10 Feb 2026, 10:55:26 UTC BANTAMAC CAPITAL, LLC 2025 Q4
10 Feb 2026, 10:54:41 UTC CORE WEALTH ADVISORS, LLC 2025 Q4
10 Feb 2026, 10:53:39 UTC TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 2025 Q4
10 Feb 2026, 10:53:24 UTC BRUNI J V & CO /CO 2025 Q4
10 Feb 2026, 10:52:05 UTC MUFG Securities EMEA plc 2025 Q4
10 Feb 2026, 10:50:38 UTC BEARING POINT CAPITAL, LLC 2025 Q4
10 Feb 2026, 10:50:33 UTC Texas Yale Capital Corp. 2025 Q4
10 Feb 2026, 10:46:26 UTC Turn8 Private Wealth Inc. 2025 Q4
10 Feb 2026, 10:45:50 UTC PERISCOPE CAPITAL INC. 2025 Q4
10 Feb 2026, 10:44:10 UTC Measured Wealth Private Client Group, LLC 2025 Q4
10 Feb 2026, 10:39:03 UTC Black Cypress Capital Management, LLC 2025 Q4
10 Feb 2026, 10:35:37 UTC SFMG, LLC 2025 Q4
10 Feb 2026, 10:32:26 UTC FRERES GESTION WORMSER 2025 Q4
10 Feb 2026, 10:32:05 UTC DT Investment Partners, LLC 2025 Q4
10 Feb 2026, 10:30:09 UTC FRERES GESTION WORMSER 2025 Q3
10 Feb 2026, 10:28:18 UTC Impact Partnership Wealth, LLC 2025 Q4
10 Feb 2026, 10:27:36 UTC Rock Creek Group, LP 2025 Q4
10 Feb 2026, 10:26:30 UTC Koss-Olinger Consulting, LLC 2025 Q4
10 Feb 2026, 10:24:42 UTC EMPOWER HARVEST MANAGEMENT SERVICES, INC. 2025 Q4
10 Feb 2026, 10:23:54 UTC Cherry Tree Wealth Management, LLC 2025 Q4
10 Feb 2026, 10:18:09 UTC SSI INVESTMENT MANAGEMENT LLC 2025 Q4
10 Feb 2026, 10:16:09 UTC Quantbot Technologies LP 2025 Q4
10 Feb 2026, 10:15:14 UTC Securities ULC Presima 2025 Q4
10 Feb 2026, 10:14:18 UTC ENVESTNET ASSET MANAGEMENT INC 2025 Q4
10 Feb 2026, 10:12:43 UTC PARUS FINANCE (UK) Ltd 2025 Q4
10 Feb 2026, 10:10:30 UTC Verity & Verity, LLC 2025 Q4
10 Feb 2026, 10:04:03 UTC Prodigy Asset Management LLC 2025 Q4
10 Feb 2026, 10:03:26 UTC AXS Investments LLC 2025 Q4
10 Feb 2026, 10:03:26 UTC Essex Financial Services, Inc. 2025 Q4
10 Feb 2026, 10:02:10 UTC Railway Pension Investments Ltd 2025 Q4
10 Feb 2026, 10:00:32 UTC WealthTrak Capital Management LLC 2025 Q4
10 Feb 2026, 09:57:12 UTC Once Capital Management, LLC 2025 Q4
10 Feb 2026, 09:55:43 UTC ADAPT WEALTH ADVISORS, LLC 2025 Q4
10 Feb 2026, 09:53:27 UTC Westwood Global Investments, LLC 2025 Q4
10 Feb 2026, 09:52:31 UTC Western Reserve Capital Management, LLC 2025 Q4
10 Feb 2026, 09:52:27 UTC BNP PARIBAS FINANCIAL MARKETS 2025 Q4
10 Feb 2026, 09:51:03 UTC GoodHaven Capital Management, LLC 2025 Q4
10 Feb 2026, 09:50:31 UTC HOLDERNESS INVESTMENTS CO 2025 Q4
10 Feb 2026, 09:49:05 UTC Gulf International Bank (UK) Ltd 2025 Q4
10 Feb 2026, 09:48:38 UTC WASHINGTON TRUST Co 2025 Q4
10 Feb 2026, 09:48:29 UTC VIAWEALTH, LLC 2025 Q4
10 Feb 2026, 09:47:03 UTC AdvisorShares Investments LLC 2025 Q4
10 Feb 2026, 09:44:55 UTC Triodos Investment Management BV 2025 Q4
10 Feb 2026, 09:44:45 UTC Edgemoor Investment Advisors, Inc. 2025 Q4
10 Feb 2026, 09:36:42 UTC Catalyst Capital Advisors LLC 2025 Q4
10 Feb 2026, 09:34:15 UTC Eurizon Asset Management Slovakia, sprav. spol., a.s. 2025 Q4
10 Feb 2026, 09:31:59 UTC KEYVANTAGE WEALTH, LLC 2025 Q4
10 Feb 2026, 09:27:19 UTC AP-FONDEN FORSTA 2025 Q4
10 Feb 2026, 09:26:17 UTC Patrick Mauro Investment Advisor, INC. 2025 Q4
10 Feb 2026, 09:22:57 UTC NORGES BANK 2025 Q4
10 Feb 2026, 09:22:43 UTC Alfreton Capital LLP 2025 Q4
10 Feb 2026, 09:20:45 UTC Soundwatch Capital LLC 2025 Q4