Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
06 Feb 2026, 18:40:18 UTC ARQ WEALTH ADVISORS, LLC 2025 Q4
06 Feb 2026, 18:39:09 UTC St. Louis Trust Co 2025 Q4
06 Feb 2026, 18:38:50 UTC RPOA Advisors, Inc. 2025 Q4
06 Feb 2026, 18:38:30 UTC New England Private Wealth Advisors LLC 2025 Q4
06 Feb 2026, 18:37:58 UTC BUCKHEAD CAPITAL MANAGEMENT LLC 2025 Q4
06 Feb 2026, 18:35:23 UTC Jefferies Financial Group Inc. 2025 Q4
06 Feb 2026, 18:34:44 UTC BANTA ASSET MANAGEMENT LP 2025 Q4
06 Feb 2026, 18:17:24 UTC SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2025 Q4
06 Feb 2026, 18:16:52 UTC White Lighthouse Investment Management Inc. 2025 Q4
06 Feb 2026, 17:57:36 UTC Parkshore Wealth Management, Inc. 2025 Q4
06 Feb 2026, 17:48:17 UTC MQS Management LLC 2025 Q4
06 Feb 2026, 17:47:53 UTC Empirical Capital Management, LLC 2025 Q3
06 Feb 2026, 17:45:30 UTC BERKSHIRE CAPITAL HOLDINGS INC 2025 Q4
06 Feb 2026, 17:43:57 UTC Roberts Foundation 2025 Q4
06 Feb 2026, 17:36:25 UTC Guinness Atkinson Asset Management Inc 2025 Q4
06 Feb 2026, 17:32:35 UTC Guinness Asset Management LTD 2025 Q4
06 Feb 2026, 17:30:00 UTC Principle Wealth Partners LLC 2025 Q4
06 Feb 2026, 17:29:29 UTC THOMAS H LEE PARTNERS LP 2025 Q4
06 Feb 2026, 17:25:56 UTC Vantage Investment Partners, LLC 2025 Q4
06 Feb 2026, 17:25:42 UTC Gradient Capital Advisors, LLC 2025 Q4
06 Feb 2026, 17:24:39 UTC Orange Investment Advisors, Inc. 2025 Q4
06 Feb 2026, 17:22:21 UTC Empirical Asset Management, LLC 2025 Q4
06 Feb 2026, 17:22:03 UTC Keudell/Morrison Wealth Management 2025 Q4
06 Feb 2026, 17:20:46 UTC Wilian Securities, LLC 2025 Q4
06 Feb 2026, 17:20:22 UTC Prospect Financial Services LLC 2025 Q4
06 Feb 2026, 17:19:38 UTC Ignite Planners, LLC 2025 Q4
06 Feb 2026, 17:18:10 UTC AXXCESS WEALTH MANAGEMENT, LLC 2025 Q4
06 Feb 2026, 17:16:51 UTC Texas Bank & Trust Co 2025 Q4
06 Feb 2026, 17:15:56 UTC Kilter Group LLC 2025 Q3
06 Feb 2026, 17:15:40 UTC Orca Wealth Management, LLC 2025 Q4
06 Feb 2026, 17:15:15 UTC CVFG LLC 2025 Q4
06 Feb 2026, 17:14:55 UTC SoundView Advisors Inc. 2025 Q4
06 Feb 2026, 17:14:36 UTC Northwest Wealth Advisors, LLC 2025 Q4
06 Feb 2026, 17:13:32 UTC Karras Company, Inc. 2025 Q4
06 Feb 2026, 17:13:04 UTC RD Lewis Holdings, Inc. 2025 Q4
06 Feb 2026, 17:11:29 UTC Geometric Wealth Advisors 2025 Q4
06 Feb 2026, 17:10:30 UTC Cadence Wealth Management LLC 2025 Q4
06 Feb 2026, 17:08:57 UTC Platt Wealth Management LLC 2025 Q4
06 Feb 2026, 17:08:31 UTC Steadview Capital Management LLC 2025 Q4
06 Feb 2026, 17:06:37 UTC REGENERON PHARMACEUTICALS, INC. 2025 Q4
06 Feb 2026, 17:05:37 UTC New World Advisors LLC 2025 Q4
06 Feb 2026, 17:05:21 UTC BloombergSen Inc. 2025 Q4
06 Feb 2026, 17:02:38 UTC Ferguson Johnson Wealth Management Inc 2025 Q4
06 Feb 2026, 17:00:04 UTC KELLOGG W K FOUNDATION TRUST 2025 Q4
06 Feb 2026, 16:59:26 UTC Advisory Alpha, LLC 2025 Q4
06 Feb 2026, 16:56:10 UTC Insight Inv LLC 2025 Q4
06 Feb 2026, 16:52:28 UTC Vitruvian Partners LLP 2025 Q4
06 Feb 2026, 16:51:30 UTC Accel Leaders 3 Associates L.P. 2025 Q4
06 Feb 2026, 16:50:51 UTC EVOKE WEALTH, LLC 2025 Q4
06 Feb 2026, 16:47:39 UTC Accel Leaders 4 Associates L.P. 2025 Q4
06 Feb 2026, 16:47:04 UTC Walmart Inc. 2025 Q4
06 Feb 2026, 16:45:58 UTC Accel Growth Fund V Associates L.L.C. 2025 Q4
06 Feb 2026, 16:38:19 UTC Bluegrass Capital Partners LP 2025 Q4
06 Feb 2026, 16:37:38 UTC Accel XI Associates L.L.C. 2025 Q4
06 Feb 2026, 16:36:51 UTC MARKEL GROUP INC. 2025 Q4
06 Feb 2026, 16:36:19 UTC AMERICAN EXPRESS CO 2025 Q4
06 Feb 2026, 16:35:32 UTC SGL Investment Advisors, Inc. 2025 Q4
06 Feb 2026, 16:35:21 UTC Mizuho Markets Cayman LP 2025 Q4
06 Feb 2026, 16:32:43 UTC SE Wendel 2025 Q4
06 Feb 2026, 16:30:03 UTC Xiamen Xinweidachuang Investment Partnership (Limited Partnership) 2025 Q4
06 Feb 2026, 16:29:23 UTC Cumberland Partners Ltd 2025 Q4
06 Feb 2026, 16:25:21 UTC Teramo Advisors, LLC 2025 Q4
06 Feb 2026, 16:25:16 UTC Americana Partners, LLC 2025 Q4
06 Feb 2026, 16:24:04 UTC LOUNTZIS ASSET MANAGEMENT, LLC 2025 Q4
06 Feb 2026, 16:23:24 UTC NIXON PEABODY TRUST CO 2025 Q4
06 Feb 2026, 16:23:15 UTC MIZUHO MARKETS AMERICAS LLC 2025 Q4
06 Feb 2026, 16:22:47 UTC Bristol Gate Capital Partners Inc. 2025 Q4
06 Feb 2026, 16:21:08 UTC Daviman Financial, LLC 2025 Q4
06 Feb 2026, 16:20:05 UTC Ruedi Wealth Management, Inc. 2025 Q4
06 Feb 2026, 16:16:21 UTC Legato Capital Management LLC 2025 Q4
06 Feb 2026, 16:10:42 UTC Lloyd Advisory Services, LLC. 2025 Q4
06 Feb 2026, 16:06:48 UTC LSV ASSET MANAGEMENT 2025 Q4
06 Feb 2026, 16:05:27 UTC Stieven Capital Advisors, L.P. 2025 Q4
06 Feb 2026, 16:05:14 UTC Vestmark Advisory Solutions, Inc. 2025 Q4
06 Feb 2026, 16:05:03 UTC New York University 2025 Q4
06 Feb 2026, 16:04:49 UTC JW Asset Management, LLC 2025 Q4
06 Feb 2026, 16:02:54 UTC Technology Crossover Management XI, Ltd. 2025 Q4
06 Feb 2026, 16:02:41 UTC AFLAC INC 2025 Q4
06 Feb 2026, 16:02:13 UTC Technology Crossover Management X, Ltd. 2025 Q4
06 Feb 2026, 16:02:12 UTC PZENA INVESTMENT MANAGEMENT LLC 2025 Q4
06 Feb 2026, 16:01:47 UTC Technology Crossover Management IX, Ltd. 2025 Q4
06 Feb 2026, 16:01:32 UTC Mraz, Amerine & Associates, Inc. 2025 Q4
06 Feb 2026, 16:01:14 UTC Technology Crossover Management VIII, Ltd. 2025 Q4
06 Feb 2026, 15:58:11 UTC Midwest Financial Partners Investments, Inc. 2025 Q4
06 Feb 2026, 15:57:27 UTC NANO CAP NEW MILLENNIUM GROWTH FUND L P 2025 Q4
06 Feb 2026, 15:53:43 UTC Echo45 Advisors LLC 2025 Q4
06 Feb 2026, 15:51:40 UTC Kingdom Financial Group LLC. 2025 Q4
06 Feb 2026, 15:49:19 UTC Orcam Financial Group 2025 Q4
06 Feb 2026, 15:48:04 UTC DIAMANT ASSET MANAGEMENT, INC. 2025 Q4
06 Feb 2026, 15:47:13 UTC DIAMOND HILL CAPITAL MANAGEMENT INC 2025 Q4
06 Feb 2026, 15:40:45 UTC PINNBROOK CAPITAL MANAGEMENT LP 2025 Q4
06 Feb 2026, 15:37:46 UTC Newport Trust Company, LLC 2025 Q4
06 Feb 2026, 15:34:13 UTC Meiji Yasuda Asset Management Co Ltd. 2025 Q4
06 Feb 2026, 15:31:27 UTC MEDIATEL PARTNERS 2025 Q4
06 Feb 2026, 15:30:38 UTC REVERENCE CAPITAL PARTNERS, L.P. 2025 Q4
06 Feb 2026, 15:21:23 UTC Carrhae Capital LLP 2025 Q4
06 Feb 2026, 15:18:20 UTC DELTA FINANCIAL ADVISORS LLC 2025 Q4
06 Feb 2026, 15:12:03 UTC Freedom Investment Management, Inc. 2025 Q4
06 Feb 2026, 15:11:25 UTC Keystone Financial Group 2025 Q4
06 Feb 2026, 15:04:16 UTC Gutierrez Wealth Advisory, LLC 2025 Q4