Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
09 Feb 2026, 11:34:39 UTC Kazazian Asset Management, LLC 2025 Q4
09 Feb 2026, 11:31:51 UTC Churchill Financial Advisors, LLC 2025 Q4
09 Feb 2026, 11:30:57 UTC Eukles Asset Management 2025 Q4
09 Feb 2026, 11:30:32 UTC LGL PARTNERS, LLC 2025 Q4
09 Feb 2026, 11:29:44 UTC ALLSTATE CORP 2025 Q4
09 Feb 2026, 11:29:31 UTC MSH Capital Advisors LLC 2025 Q4
09 Feb 2026, 11:29:03 UTC SUMMITRY LLC 2025 Q4
09 Feb 2026, 11:29:00 UTC Murphy Pohlad Asset Management LLC 2025 Q4
09 Feb 2026, 11:28:25 UTC Gordian Advisors LLC 2025 Q4
09 Feb 2026, 11:27:09 UTC COOKE & BIELER LP 2025 Q4
09 Feb 2026, 11:23:45 UTC Annis Gardner Whiting Capital Advisors, LLC 2025 Q4
09 Feb 2026, 11:22:57 UTC Linden Rose Investment LLC 2025 Q4
09 Feb 2026, 11:19:59 UTC Fisher Asset Management, LLC 2025 Q4
09 Feb 2026, 11:16:26 UTC Choate Investment Advisors 2025 Q4
09 Feb 2026, 11:15:18 UTC Rooted Wealth Advisors, Inc. 2025 Q4
09 Feb 2026, 11:12:45 UTC Sandy Cove Advisors, LLC 2025 Q4
09 Feb 2026, 11:08:03 UTC FFT WEALTH MANAGEMENT LLC 2025 Q4
09 Feb 2026, 11:06:07 UTC Legal & General Group Plc 2025 Q4
09 Feb 2026, 11:06:02 UTC Main Street Research LLC 2025 Q4
09 Feb 2026, 11:03:30 UTC Narus Financial Partners, LLC 2025 Q4
09 Feb 2026, 11:03:16 UTC Zeno Equity Partners LLP 2025 Q4
09 Feb 2026, 11:03:13 UTC RHL GROUP, LLC 2025 Q4
09 Feb 2026, 11:02:40 UTC Morningstar Investment Management LLC 2025 Q4
09 Feb 2026, 10:57:51 UTC Diversified Investment Strategies, LLC 2025 Q4
09 Feb 2026, 10:55:50 UTC ROBINSON SMITH WEALTH ADVISORS LLC 2025 Q4
09 Feb 2026, 10:46:29 UTC SLT Holdings LLC 2025 Q4
09 Feb 2026, 10:44:05 UTC Glenview Trust Co 2025 Q4
09 Feb 2026, 10:42:58 UTC Elite Life Management LLC 2025 Q4
09 Feb 2026, 10:42:58 UTC Clearwater Capital Advisors, LLC 2025 Q4
09 Feb 2026, 10:42:43 UTC New Age Alpha Advisors, LLC 2025 Q4
09 Feb 2026, 10:40:28 UTC REDSTONE WEALTH MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 10:39:43 UTC Mann Financial Group, Inc. 2025 Q4 - Restatement
09 Feb 2026, 10:37:21 UTC Thrive Capital Management, LLC 2025 Q4
09 Feb 2026, 10:36:07 UTC HBK Sorce Advisory LLC 2025 Q4
09 Feb 2026, 10:35:51 UTC Mathes Company, Inc. 2025 Q4
09 Feb 2026, 10:35:36 UTC Allen Capital Group, LLC 2025 Q4
09 Feb 2026, 10:30:36 UTC Genus Capital Management Inc. 2025 Q4
09 Feb 2026, 10:27:00 UTC Sensible Money, LLC 2025 Q4
09 Feb 2026, 10:26:00 UTC HANTZ FINANCIAL SERVICES, INC. 2025 Q4
09 Feb 2026, 10:25:41 UTC INTERACTIVE FINANCIAL ADVISORS, INC. 2025 Q4
09 Feb 2026, 10:24:46 UTC Narus Financial Partners, LLC 2025 Q3 - Restatement
09 Feb 2026, 10:23:44 UTC Intermede Investment Partners Ltd 2025 Q4
09 Feb 2026, 10:21:29 UTC Van Cleef Asset Management,Inc 2025 Q4
09 Feb 2026, 10:19:30 UTC LifePlan Investment Advisors, Inc. 2025 Q4
09 Feb 2026, 10:17:52 UTC Simplify Asset Management Inc. 2025 Q4
09 Feb 2026, 10:17:36 UTC Clayton, Dubilier & Rice, LLC 2025 Q4
09 Feb 2026, 10:16:31 UTC TODD ASSET MANAGEMENT LLC 2025 Q4
09 Feb 2026, 10:14:51 UTC Wealthquest Corp 2025 Q4
09 Feb 2026, 10:14:11 UTC Kuhn & Co Investment Counsel 2025 Q4
09 Feb 2026, 10:13:31 UTC Troy Asset Management Ltd 2025 Q4
09 Feb 2026, 10:12:51 UTC Dilation Capital Management LP 2025 Q4
09 Feb 2026, 10:10:03 UTC FinDec Wealth Services, Inc. 2025 Q4
09 Feb 2026, 10:09:22 UTC Weinberger Asset Management, Inc 2025 Q4
09 Feb 2026, 10:09:16 UTC LATHROP INVESTMENT MANAGEMENT CO 2025 Q4
09 Feb 2026, 10:08:32 UTC ATTICUS WEALTH MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 10:08:29 UTC FIRST NATIONAL TRUST CO 2025 Q4
09 Feb 2026, 10:08:21 UTC Praxis Capital Management LLC 2025 Q4
09 Feb 2026, 10:00:40 UTC CONNORS INVESTOR SERVICES INC 2025 Q4
09 Feb 2026, 09:58:30 UTC DELTA ASSET MANAGEMENT LLC/TN 2025 Q4
09 Feb 2026, 09:56:04 UTC Private Capital Advisors, Inc. 2025 Q4
09 Feb 2026, 09:54:19 UTC ACCREDITED INVESTOR SERVICES, LLC 2025 Q4
09 Feb 2026, 09:53:31 UTC Swedbank AB 2025 Q4 - Restatement
09 Feb 2026, 09:52:18 UTC WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 09:51:13 UTC NORTH STAR ASSET MANAGEMENT INC 2025 Q4
09 Feb 2026, 09:44:03 UTC FIDEURAM S. P. A. BANCA 2025 Q4 - Restatement
09 Feb 2026, 09:43:25 UTC Smead Capital Management, Inc. 2025 Q4
09 Feb 2026, 09:41:17 UTC Prospera Financial Services Inc 2025 Q4
09 Feb 2026, 09:40:35 UTC Accent Capital Management, LLC 2025 Q4
09 Feb 2026, 09:30:48 UTC Summit Asset Management, LLC 2025 Q4
09 Feb 2026, 09:25:21 UTC Mondrian Investment Partners LTD 2025 Q4
09 Feb 2026, 09:25:21 UTC RIT CAPITAL PARTNERS PLC 2025 Q4
09 Feb 2026, 09:15:54 UTC SYSTEMATIC FINANCIAL MANAGEMENT LP 2025 Q4
09 Feb 2026, 09:10:50 UTC Frazier Financial Advisors, LLC 2025 Q4
09 Feb 2026, 09:09:54 UTC Powell Investment Advisors, LLC 2025 Q4
09 Feb 2026, 08:59:28 UTC Catalyst Funds Management Pty Ltd 2025 Q4
09 Feb 2026, 08:58:06 UTC Fox Financial, Inc 2025 Q4
09 Feb 2026, 08:55:34 UTC Darden Wealth Group Inc 2025 Q4
09 Feb 2026, 08:53:55 UTC OLD REPUBLIC INTERNATIONAL CORP 2025 Q4
09 Feb 2026, 08:30:47 UTC Viola Ventures V.C. Management 4 Ltd. 2025 Q4
09 Feb 2026, 08:29:48 UTC General Pension Society PZU Joint Stock Co 2025 Q4
09 Feb 2026, 07:47:11 UTC DAIDO LIFE INSURANCE CO 2025 Q4
09 Feb 2026, 07:23:52 UTC HS Management Partners, LLC 2025 Q4
09 Feb 2026, 06:52:46 UTC Lind Value II ApS 2025 Q4
09 Feb 2026, 06:51:25 UTC Life Cycle Investment Partners Ltd 2025 Q4
09 Feb 2026, 06:36:58 UTC University of Cambridge Investment Management Ltd 2025 Q4
09 Feb 2026, 06:11:16 UTC Boundless Plain Holdings Ltd 2025 Q4
09 Feb 2026, 06:00:58 UTC Value Base Ltd. 2025 Q4
06 Feb 2026, 21:24:02 UTC CLUNE & ASSOCIATES, LTD. 2025 Q4
06 Feb 2026, 21:17:36 UTC Strategic Financial Concepts, LLC 2025 Q4
06 Feb 2026, 21:09:46 UTC Twin Cities Retirement Group LLC 2025 Q4
06 Feb 2026, 20:55:28 UTC Flagstone Financial Management 2025 Q4
06 Feb 2026, 20:51:08 UTC HARTLINE INVESTMENT CORP/ 2025 Q4
06 Feb 2026, 20:48:18 UTC William Mack & Associates, Inc. 2025 Q4
06 Feb 2026, 20:15:41 UTC TIFF ADVISORY SERVICES, LLC 2025 Q4
06 Feb 2026, 19:13:51 UTC ALLIUM FINANCIAL ADVISORS, LLC 2025 Q2 - Restatement
06 Feb 2026, 19:03:48 UTC ALLIUM FINANCIAL ADVISORS, LLC 2025 Q4
06 Feb 2026, 18:55:51 UTC Beck Bode, LLC 2025 Q4
06 Feb 2026, 18:51:54 UTC COLDSTREAM CAPITAL MANAGEMENT INC 2025 Q4
06 Feb 2026, 18:49:35 UTC Decas Capital LLC 2025 Q4
06 Feb 2026, 18:44:57 UTC Shelter Rock Management, LLC 2025 Q4