Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
09 Feb 2026, 15:31:06 UTC Kestra Investment Management, LLC 2025 Q4
09 Feb 2026, 15:30:13 UTC Horizon Family Wealth, Inc. 2025 Q4
09 Feb 2026, 15:25:47 UTC Box Hill Private Wealth LLC 2025 Q4
09 Feb 2026, 15:23:19 UTC Revere Asset Management, Inc 2025 Q4
09 Feb 2026, 15:19:32 UTC DILLON & ASSOCIATES INC 2025 Q4
09 Feb 2026, 15:14:53 UTC MMBG INVESTMENT ADVISORS CO. 2025 Q4
09 Feb 2026, 15:11:40 UTC SEAVIEW INVESTMENT MANAGERS LLC 2025 Q4
09 Feb 2026, 15:10:13 UTC WASHINGTON STATE INVESTMENT BOARD 2025 Q4
09 Feb 2026, 15:08:57 UTC University of Pittsburgh - Of the Commonwealth System of Higher Education 2025 Q4
09 Feb 2026, 15:08:23 UTC MARSHALL INVESTMENT MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 15:03:55 UTC America First Investment Advisors, LLC 2025 Q4
09 Feb 2026, 14:59:09 UTC GS Investments, Inc. 2025 Q4
09 Feb 2026, 14:53:52 UTC Valtinson Bruner Financial Planning LLC 2025 Q4
09 Feb 2026, 14:53:33 UTC M3 Wealth Management, LLC 2025 Q4
09 Feb 2026, 14:51:09 UTC STUDIO INVESTMENT MANAGEMENT LLC 2025 Q4
09 Feb 2026, 14:50:03 UTC AlphaQuest LLC 2025 Q4
09 Feb 2026, 14:49:18 UTC Collaborative Wealth Managment Inc. 2025 Q4
09 Feb 2026, 14:49:12 UTC Goepper Burkhardt LLC 2025 Q4
09 Feb 2026, 14:43:22 UTC ROYCE & ASSOCIATES LP 2025 Q4
09 Feb 2026, 14:39:26 UTC CARY STREET PARTNERS INVESTMENT ADVISORY LLC 2025 Q4
09 Feb 2026, 14:39:16 UTC Smithfield Trust Co 2025 Q4
09 Feb 2026, 14:38:41 UTC CLEAR INVESTMENT RESEARCH, LLC 2025 Q4
09 Feb 2026, 14:37:33 UTC Valued Retirements, Inc. 2025 Q4
09 Feb 2026, 14:32:43 UTC AR ASSET MANAGEMENT INC 2025 Q4
09 Feb 2026, 14:32:32 UTC Bleakley Financial Group, LLC 2025 Q4
09 Feb 2026, 14:29:19 UTC King Wealth Management Group 2025 Q4
09 Feb 2026, 14:28:48 UTC Great Mountain Partners LLC 2025 Q4
09 Feb 2026, 14:23:28 UTC FLPUTNAM INVESTMENT MANAGEMENT CO 2025 Q4
09 Feb 2026, 14:23:26 UTC AEGON USA Investment Management, LLC 2025 Q4
09 Feb 2026, 14:19:37 UTC Atlatl Advisers LLC 2025 Q4
09 Feb 2026, 14:17:48 UTC CARY STREET PARTNERS FINANCIAL LLC 2025 Q4
09 Feb 2026, 14:17:38 UTC Wellington Shields Capital Management, LLC 2025 Q4
09 Feb 2026, 14:15:38 UTC Parkside Investments, LLC 2025 Q4
09 Feb 2026, 14:15:01 UTC Arnhold LLC 2025 Q4
09 Feb 2026, 14:09:56 UTC Wellington Shields & Co., LLC 2025 Q4
09 Feb 2026, 14:04:47 UTC Themes Management Co LLC 2025 Q4
09 Feb 2026, 14:01:36 UTC CAPITAL MANAGEMENT ASSOCIATES /NY/ 2025 Q4
09 Feb 2026, 13:58:33 UTC Investments PGGM 2025 Q4
09 Feb 2026, 13:52:29 UTC CENTRAL BANK OF BRAZIL 2025 Q4
09 Feb 2026, 13:51:00 UTC CBIZ Investment Advisory Services, LLC 2025 Q4
09 Feb 2026, 13:50:08 UTC BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 13:50:07 UTC GatePass Capital, LLC 2025 Q4
09 Feb 2026, 13:38:22 UTC FIDELITY D & D BANCORP INC 2025 Q4
09 Feb 2026, 13:37:05 UTC Sterling Investment Advisors, Ltd. 2025 Q4
09 Feb 2026, 13:34:59 UTC CEERA INVESTMENTS, LLC 2025 Q4
09 Feb 2026, 13:32:34 UTC PIONEER TRUST BANK N A/OR 2025 Q4
09 Feb 2026, 13:32:10 UTC ELLERSON GROUP INC /ADV 2025 Q4
09 Feb 2026, 13:31:07 UTC Councilmark Asset Management, LLC 2025 Q4
09 Feb 2026, 13:31:02 UTC Allied Investment Advisors, LLC 2025 Q4
09 Feb 2026, 13:28:10 UTC Pacific Wealth Strategies Group, Inc. 2025 Q4
09 Feb 2026, 13:28:01 UTC Keating Financial Advisory Services, Inc. 2025 Q4
09 Feb 2026, 13:27:38 UTC ROVIN CAPITAL /UT/ /ADV 2025 Q4
09 Feb 2026, 13:15:31 UTC Solutions 4 Wealth, Ltd 2025 Q4
09 Feb 2026, 13:12:35 UTC Investors Portfolio Services LLC 2025 Q4
09 Feb 2026, 13:11:33 UTC Waratah Capital Advisors Ltd. 2025 Q4
09 Feb 2026, 13:03:51 UTC MRP Capital Investments, LLC 2025 Q4
09 Feb 2026, 13:02:45 UTC Firestone Capital Management 2025 Q4
09 Feb 2026, 13:02:12 UTC Illumine Investment Management, LLC 2025 Q4
09 Feb 2026, 13:01:21 UTC Diversified Portfolios, Inc. 2025 Q4
09 Feb 2026, 13:00:30 UTC HUTCHINSON CAPITAL MANAGEMENT/CA 2025 Q4
09 Feb 2026, 13:00:25 UTC ADVENT CAPITAL MANAGEMENT /DE/ 2025 Q4
09 Feb 2026, 12:59:27 UTC MORRIS FINANCIAL CONCEPTS, INC. 2025 Q4
09 Feb 2026, 12:59:12 UTC WCM INVESTMENT MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 12:56:31 UTC Northstar Financial Companies, Inc. 2025 Q4
09 Feb 2026, 12:54:11 UTC Carl P. Sherr & Co., LLC 2025 Q4
09 Feb 2026, 12:50:42 UTC AIA Group Ltd 2025 Q4
09 Feb 2026, 12:47:07 UTC MIZUHO SECURITIES USA LLC 2025 Q4
09 Feb 2026, 12:46:02 UTC Roubaix Capital, LLC 2025 Q4
09 Feb 2026, 12:45:43 UTC SAWGRASS ASSET MANAGEMENT LLC 2025 Q4
09 Feb 2026, 12:43:57 UTC NICOLET BANKSHARES INC 2025 Q4
09 Feb 2026, 12:41:01 UTC Ballast Asset Management, LP 2025 Q4
09 Feb 2026, 12:40:16 UTC HARBOUR INVESTMENTS, INC. 2025 Q4
09 Feb 2026, 12:38:20 UTC Wiser Advisor Group LLC 2025 Q4
09 Feb 2026, 12:37:43 UTC 12th Street Asset Management Company, LLC 2025 Q4
09 Feb 2026, 12:35:55 UTC Global Assets Advisory, LLC 2025 Q4
09 Feb 2026, 12:34:59 UTC Tandem Investment Advisors, Inc. 2025 Q4
09 Feb 2026, 12:34:09 UTC ENDEAVOUR CAPITAL ADVISORS INC 2025 Q4
09 Feb 2026, 12:33:48 UTC Minerva Advisors LLC 2025 Q4
09 Feb 2026, 12:33:20 UTC North Forty Two & Co. 2025 Q4
09 Feb 2026, 12:30:25 UTC Optimize Financial Inc 2025 Q4
09 Feb 2026, 12:26:35 UTC EMERALD MUTUAL FUND ADVISERS TRUST 2025 Q4
09 Feb 2026, 12:25:47 UTC EMERALD ADVISERS, LLC 2025 Q4
09 Feb 2026, 12:22:02 UTC Prairie Wealth Advisors, Inc. 2025 Q4
09 Feb 2026, 12:15:05 UTC SHUFRO ROSE & CO LLC 2025 Q4
09 Feb 2026, 12:13:43 UTC Mediolanum International Funds Ltd 2025 Q4
09 Feb 2026, 12:07:40 UTC LEAVELL INVESTMENT MANAGEMENT, INC. 2025 Q4
09 Feb 2026, 12:06:32 UTC MONETTA FINANCIAL SERVICES INC 2025 Q4
09 Feb 2026, 12:05:45 UTC WHITE PINE CAPITAL LLC 2025 Q4
09 Feb 2026, 12:04:48 UTC Avalon Trust Co 2025 Q4
09 Feb 2026, 12:01:21 UTC Trans-Canada Capital Inc. 2025 Q4
09 Feb 2026, 11:57:03 UTC SECTORAL ASSET MANAGEMENT INC 2025 Q4
09 Feb 2026, 11:55:21 UTC Blue Owl Capital Holdings LP 2025 Q4
09 Feb 2026, 11:54:56 UTC 44 WEALTH MANAGEMENT LLC 2025 Q4
09 Feb 2026, 11:52:32 UTC Clearstead Trust, LLC 2025 Q4
09 Feb 2026, 11:48:01 UTC NIA IMPACT ADVISORS, LLC 2025 Q4
09 Feb 2026, 11:44:04 UTC NICOLA WEALTH MANAGEMENT LTD. 2025 Q4
09 Feb 2026, 11:38:26 UTC CYBER HORNET ETFs LLC 2025 Q4
09 Feb 2026, 11:37:52 UTC Westover Capital Advisors, LLC 2025 Q4
09 Feb 2026, 11:37:20 UTC GeoSphere Capital Management, LLC 2025 Q4
09 Feb 2026, 11:37:20 UTC Clearstead Advisors, LLC 2025 Q4