Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
09 Feb 2026, 18:30:54 UTC ROTHSCHILD INVESTMENT LLC 2025 Q4
09 Feb 2026, 18:37:01 UTC Womack Financial LLC 2025 Q4
09 Feb 2026, 18:34:44 UTC Weaver Consulting Group 2025 Q4
09 Feb 2026, 18:27:20 UTC SBI Okasan Asset Management Co.Ltd. 2025 Q4
09 Feb 2026, 18:22:18 UTC United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2025 Q4
09 Feb 2026, 18:15:26 UTC Novak & Powell Financial Services, Inc. 2025 Q4
09 Feb 2026, 18:09:40 UTC PL Capital Advisors, LLC 2025 Q4
09 Feb 2026, 18:07:41 UTC Constant Guidance Financial LLC 2025 Q4
09 Feb 2026, 18:05:27 UTC FOUNDATIONS INVESTMENT ADVISORS, LLC 2025 Q4
09 Feb 2026, 18:05:17 UTC Boxwood Ventures, Inc. 2025 Q4
09 Feb 2026, 18:02:56 UTC Baker Avenue Asset Management, LP 2025 Q4
09 Feb 2026, 17:57:39 UTC Godfrey Financial Associates, Inc. 2025 Q4
09 Feb 2026, 17:54:06 UTC IFG Advisory, LLC 2025 Q4
09 Feb 2026, 17:50:28 UTC THOROUGHBRED FINANCIAL SERVICES, LLC 2025 Q4
09 Feb 2026, 17:48:59 UTC West Family Investments, Inc. 2025 Q3 - New Holdings
09 Feb 2026, 17:48:29 UTC Madryn Asset Management, LP 2025 Q4
09 Feb 2026, 17:45:23 UTC MidAtlantic Capital Management, Inc. 2025 Q4
09 Feb 2026, 17:44:53 UTC FPC INVESTMENT ADVISORY, INC. 2025 Q4
09 Feb 2026, 17:43:57 UTC Murphy & Mullick Capital Management Corp 2025 Q4
09 Feb 2026, 17:43:00 UTC Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 2025 Q4
09 Feb 2026, 17:42:46 UTC SEVEN GRAND MANAGERS, LLC 2025 Q4
09 Feb 2026, 17:41:15 UTC SWMG, LLC 2025 Q4
09 Feb 2026, 17:38:12 UTC CASTLEKEEP INVESTMENT ADVISORS LLC 2025 Q4
09 Feb 2026, 17:34:11 UTC Semanteon Capital Management, LP 2025 Q4
09 Feb 2026, 17:32:39 UTC NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2025 Q4 - Restatement
09 Feb 2026, 17:30:30 UTC Arista Wealth Management, LLC 2025 Q4
09 Feb 2026, 17:29:33 UTC Connecticut Capital Management Group, LLC 2025 Q4
09 Feb 2026, 17:28:23 UTC Kingsview Wealth Management, LLC 2025 Q4
09 Feb 2026, 17:28:14 UTC V. M. MANNING & CO., INC. 2025 Q4
09 Feb 2026, 17:28:09 UTC SMITH CHAS P & ASSOCIATES PA CPAS 2025 Q4
09 Feb 2026, 17:28:02 UTC Premier Financial Group 2025 Q4
09 Feb 2026, 17:26:49 UTC Barry Investment Advisors, LLC 2025 Q4
09 Feb 2026, 17:25:43 UTC Severin Investments, LLC 2025 Q4
09 Feb 2026, 17:23:16 UTC Eaton Financial Holdings Company, LLC 2025 Q4
09 Feb 2026, 17:22:45 UTC Leeward Financial Partners, LLC 2025 Q4
09 Feb 2026, 17:22:37 UTC Vulcan Value Partners, LLC 2025 Q4
09 Feb 2026, 17:22:26 UTC Koesten, Hirschmann & Crabtree, INC. 2025 Q4
09 Feb 2026, 17:22:13 UTC TradeWell Securities, LLC. 2025 Q4
09 Feb 2026, 17:21:27 UTC PSI Advisors, LLC 2025 Q4
09 Feb 2026, 17:20:11 UTC Unified Investment Management 2025 Q4
09 Feb 2026, 17:18:34 UTC Ciovacco Capital Management LLC 2025 Q4
09 Feb 2026, 17:18:05 UTC Texas Capital Bank Wealth Management Services Inc 2025 Q4
09 Feb 2026, 17:15:19 UTC Starr Indemnity & Liability Co 2025 Q4
09 Feb 2026, 17:14:57 UTC Community Bank & Trust, Waco, Texas 2025 Q4
09 Feb 2026, 17:14:32 UTC Client First Investment Management LLC 2025 Q4
09 Feb 2026, 17:13:29 UTC WAYSTONE ADVISORS LLC 2025 Q4
09 Feb 2026, 17:10:22 UTC C V STARR & CO INC 2025 Q4
09 Feb 2026, 17:08:49 UTC MTM Investment Management, LLC 2025 Q4
09 Feb 2026, 17:02:26 UTC NWK Group, Inc. 2025 Q4
09 Feb 2026, 16:59:38 UTC Employees Retirement System of Texas 2025 Q4
09 Feb 2026, 16:58:48 UTC Royal Palms Capital LLC 2025 Q4
09 Feb 2026, 16:55:49 UTC Expressive Wealth LLC 2025 Q4
09 Feb 2026, 16:53:43 UTC Strategic Financial Services, Inc. 2025 Q4
09 Feb 2026, 16:52:32 UTC STEEL GROVE CAPITAL ADVISORS, LLC 2025 Q4
09 Feb 2026, 16:52:20 UTC Optimist Retirement Group LLC 2025 Q4
09 Feb 2026, 16:50:51 UTC Williamson Legacy Group, LLC 2025 Q4
09 Feb 2026, 16:50:11 UTC GHE, LLC 2025 Q4
09 Feb 2026, 16:49:52 UTC Syverson Strege & Co 2025 Q4
09 Feb 2026, 16:49:34 UTC Strategic Equity Management 2025 Q4
09 Feb 2026, 16:43:49 UTC TrustBank 2025 Q4
09 Feb 2026, 16:40:25 UTC Penn Capital Management Company, LLC 2025 Q4
09 Feb 2026, 16:39:34 UTC Banco de Sabadell, S.A 2025 Q4
09 Feb 2026, 16:37:37 UTC Cypress Capital Management LLC (WY) 2025 Q4
09 Feb 2026, 16:34:17 UTC Roundview Capital LLC 2025 Q4
09 Feb 2026, 16:32:37 UTC Alta Advisers Ltd 2025 Q4
09 Feb 2026, 16:30:09 UTC Freemont Capital Pte Ltd 2025 Q4
09 Feb 2026, 16:27:38 UTC ARCH CAPITAL GROUP LTD. 2025 Q4
09 Feb 2026, 16:26:51 UTC HUNTINGTON NATIONAL BANK 2025 Q4
09 Feb 2026, 16:23:49 UTC Redmond Asset Management, LLC 2025 Q4
09 Feb 2026, 16:21:24 UTC IPG Investment Advisors LLC 2025 Q4
09 Feb 2026, 16:19:01 UTC Valence8 US LP 2025 Q4
09 Feb 2026, 16:18:34 UTC GEODE CAPITAL MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 16:17:13 UTC Coordinated Financial Services, Inc. 2025 Q4
09 Feb 2026, 16:15:26 UTC Stephens Greth Foundation 2025 Q4
09 Feb 2026, 16:15:16 UTC FIDELIS CAPITAL PARTNERS, LLC 2025 Q4
09 Feb 2026, 16:13:20 UTC Melia Wealth LLC 2025 Q4
09 Feb 2026, 16:08:35 UTC Millington Financial Advisors, LLC 2025 Q4
09 Feb 2026, 16:07:37 UTC Knights of Columbus Asset Advisors LLC 2025 Q4
09 Feb 2026, 16:05:03 UTC KING LUTHER CAPITAL MANAGEMENT CORP 2025 Q4
09 Feb 2026, 16:04:27 UTC ICW Investment Advisors LLC 2025 Q4
09 Feb 2026, 16:03:33 UTC Key FInancial Inc 2025 Q4
09 Feb 2026, 16:03:31 UTC Perissos Private Wealth Management, LLC 2025 Q4
09 Feb 2026, 16:02:35 UTC CONTINENTAL GRAIN CO 2025 Q4
09 Feb 2026, 16:00:50 UTC MMCAP International Inc. SPC 2025 Q4
09 Feb 2026, 15:59:35 UTC Goodwin Investment Advisory 2025 Q4
09 Feb 2026, 15:54:21 UTC TERRIL BROTHERS, INC. 2025 Q4
09 Feb 2026, 15:51:11 UTC Malaga Cove Capital, LLC 2025 Q4
09 Feb 2026, 15:48:27 UTC POINCIANA ADVISORS GROUP, LLC 2025 Q4
09 Feb 2026, 15:45:46 UTC Jackson Creek Investment Advisors LLC 2025 Q4
09 Feb 2026, 15:44:43 UTC Unison Asset Management LLC 2025 Q4
09 Feb 2026, 15:42:40 UTC McGinn Penninger Investment Management, Inc. 2025 Q4
09 Feb 2026, 15:40:52 UTC INTEGRITY ALLIANCE, LLC. 2025 Q4
09 Feb 2026, 15:40:51 UTC REGIMEN WEALTH, LLC 2025 Q4
09 Feb 2026, 15:39:39 UTC Integrity Advisory Solutions, LLC 2025 Q4
09 Feb 2026, 15:37:28 UTC Family Office Research LLC 2025 Q4
09 Feb 2026, 15:36:27 UTC Topel & Distasi Wealth Management, LLC 2025 Q4
09 Feb 2026, 15:34:48 UTC Bellwether Advisors, LLC 2025 Q4
09 Feb 2026, 15:34:46 UTC Wealth Advisors of Tampa Bay, LLC 2025 Q4
09 Feb 2026, 15:34:37 UTC Arvest Bank Trust Division 2025 Q4
09 Feb 2026, 15:32:12 UTC Endowment Wealth Management, Inc. 2025 Q4