Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
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
06 Feb 2026, 15:04:08 UTC Mann Financial Group, Inc. 2025 Q4
06 Feb 2026, 15:03:51 UTC Addison Advisors LLC 2025 Q4
06 Feb 2026, 15:03:35 UTC Van Hulzen Asset Management, LLC 2025 Q4
06 Feb 2026, 15:03:26 UTC CROSBY Co OF NEW HAMPSHIRE LLC 2025 Q4
06 Feb 2026, 15:01:12 UTC Capco Asset Management, LLC 2025 Q4
06 Feb 2026, 14:56:21 UTC HERITAGE INVESTORS MANAGEMENT CORP 2025 Q4
06 Feb 2026, 14:51:16 UTC Resolute Wealth Strategies, LLC 2025 Q4
06 Feb 2026, 14:50:32 UTC Plan A Wealth LLC 2025 Q4
06 Feb 2026, 14:41:30 UTC One Degree Advisors Inc 2025 Q4
06 Feb 2026, 14:40:24 UTC GPS Wealth Strategies Group, LLC 2025 Q4
06 Feb 2026, 14:39:19 UTC PLANNING ALTERNATIVES LTD /ADV 2025 Q4
06 Feb 2026, 14:37:26 UTC ASSOCIATED BANC-CORP 2025 Q4
06 Feb 2026, 14:36:22 UTC Municipal Employees' Retirement System of Michigan 2025 Q4
06 Feb 2026, 14:35:35 UTC CFO4Life Group, LLC 2025 Q4
06 Feb 2026, 14:35:07 UTC EverSource Wealth Advisors, LLC 2025 Q4
06 Feb 2026, 14:34:17 UTC New Millennium Group LLC 2025 Q4
06 Feb 2026, 14:33:04 UTC CONDOR CAPITAL MANAGEMENT 2025 Q4
06 Feb 2026, 14:23:05 UTC SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2025 Q4
06 Feb 2026, 14:22:55 UTC TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 2025 Q4
06 Feb 2026, 14:22:52 UTC One Charles Private Wealth Services, LLC 2025 Q4
06 Feb 2026, 14:21:14 UTC Commonwealth Financial Services, LLC 2025 Q4
06 Feb 2026, 14:12:22 UTC Intellus Advisors LLC 2025 Q4
06 Feb 2026, 14:11:54 UTC WRAPMANAGER INC 2025 Q4
06 Feb 2026, 14:11:04 UTC SUMMIT PARTNERS L P 2025 Q4
06 Feb 2026, 14:08:33 UTC Transce3nd, LLC 2025 Q4
06 Feb 2026, 14:03:20 UTC Curat Global, LLC 2025 Q4
06 Feb 2026, 13:59:41 UTC Bare Financial Services, Inc 2025 Q4
06 Feb 2026, 13:55:12 UTC HARBOR ADVISORY CORP /MA/ 2025 Q4
06 Feb 2026, 13:53:16 UTC Hexagon Capital Partners LLC 2025 Q4
06 Feb 2026, 13:50:36 UTC BOK Financial Private Wealth, Inc. 2025 Q4
06 Feb 2026, 13:50:12 UTC Goldenstone Wealth Management LLC 2025 Q4
06 Feb 2026, 13:49:42 UTC CHECK CAPITAL MANAGEMENT INC/CA 2025 Q4
06 Feb 2026, 13:45:14 UTC Strategic Value Partners, LLC 2025 Q4
06 Feb 2026, 13:44:37 UTC Morling Financial Advisors, LLC 2025 Q4
06 Feb 2026, 13:42:41 UTC FourThought Financial Partners, LLC 2025 Q4
06 Feb 2026, 13:32:50 UTC Tensor Edge Capital, LLC 2025 Q4
06 Feb 2026, 13:27:02 UTC Authentikos Wealth Advisory, LLC 2025 Q4
06 Feb 2026, 13:17:16 UTC Magnolia Private Wealth, LLC 2025 Q4
06 Feb 2026, 13:12:52 UTC Alan B Lancz & Associates, Inc. 2025 Q4
06 Feb 2026, 12:58:41 UTC Global Retirement Partners, LLC 2025 Q4
06 Feb 2026, 12:55:46 UTC Fort Vancouver Investment Management, LLC 2025 Q4
06 Feb 2026, 12:54:01 UTC Blackston Financial Advisory Group, LLC 2025 Q4
06 Feb 2026, 12:53:10 UTC Copia Wealth Management 2025 Q4
06 Feb 2026, 12:50:26 UTC Great Diamond Partners, LLC 2025 Q4
06 Feb 2026, 12:49:29 UTC Clientfirst Wealth Management, LLC 2025 Q4
06 Feb 2026, 12:47:40 UTC KDT Advisors, LLC 2025 Q4
06 Feb 2026, 12:47:39 UTC TWIN CAPITAL MANAGEMENT INC 2025 Q4
06 Feb 2026, 12:44:45 UTC BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 2025 Q4
06 Feb 2026, 12:43:15 UTC Financial Synergies Wealth Advisors, Inc. 2025 Q4
06 Feb 2026, 12:41:26 UTC Mach-1 Financial Group, LLC 2025 Q4
06 Feb 2026, 12:38:57 UTC Altium Capital Management LLC 2025 Q4
06 Feb 2026, 12:38:36 UTC Trajan Wealth LLC 2025 Q4
06 Feb 2026, 12:37:20 UTC Summit Creek Advisors LLC 2025 Q4
06 Feb 2026, 12:36:16 UTC Private Wealth Advisors, LLC 2025 Q4
06 Feb 2026, 12:33:26 UTC AEW CAPITAL MANAGEMENT L P 2025 Q4
06 Feb 2026, 12:22:57 UTC Fortis Group Advisors, LLC 2025 Q4
06 Feb 2026, 12:22:24 UTC Hi-Line Capital Management, LLC 2025 Q4
06 Feb 2026, 12:22:13 UTC ALGEBRIS (UK) LTD 2025 Q4
06 Feb 2026, 12:20:21 UTC Gladius Capital Management LP 2025 Q4
06 Feb 2026, 12:19:28 UTC PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 2025 Q4
06 Feb 2026, 12:18:50 UTC Peirce Capital Management, LLC 2025 Q4
06 Feb 2026, 12:18:20 UTC Eagle Health Investments LP 2025 Q4
06 Feb 2026, 12:18:14 UTC Elk River Wealth Management LLC 2025 Q4
06 Feb 2026, 12:14:01 UTC Garda Capital Partners LP 2025 Q4
06 Feb 2026, 12:13:18 UTC Cypress Capital, LLC 2025 Q4
06 Feb 2026, 12:08:28 UTC Shakespeare Wealth Management, LLC 2025 Q4
06 Feb 2026, 12:08:19 UTC Verde Servicos Internacionais S.A. 2025 Q4
06 Feb 2026, 12:06:52 UTC Callahan Advisors, LLC 2025 Q4
06 Feb 2026, 12:05:21 UTC UNIVERSITY OF CHICAGO 2025 Q4
06 Feb 2026, 12:00:50 UTC Flaharty Asset Management, LLC 2025 Q4
06 Feb 2026, 12:00:47 UTC EMERGENCE GP PARTNERS, LLC 2025 Q4
06 Feb 2026, 11:59:48 UTC CWS Financial Advisors, LLC 2025 Q4
06 Feb 2026, 11:56:45 UTC Portland Financial Advisors Inc 2025 Q4
06 Feb 2026, 11:55:27 UTC HARMONY ASSET MANAGEMENT LLC 2025 Q4
06 Feb 2026, 11:52:03 UTC Forum Private Client Group LLC 2025 Q4
06 Feb 2026, 11:50:37 UTC LEGACY FINANCIAL GROUP, INC. 2025 Q4
06 Feb 2026, 11:48:43 UTC Taylor Financial Group, Inc. 2025 Q4
06 Feb 2026, 11:47:23 UTC Fi3 FINANCIAL ADVISORS, LLC 2025 Q4
06 Feb 2026, 11:46:44 UTC Aspen Investment Management Inc 2025 Q4
06 Feb 2026, 11:44:44 UTC PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 2025 Q4
06 Feb 2026, 11:43:29 UTC BURLING WEALTH PARTNERS, LLC 2025 Q4
06 Feb 2026, 11:42:32 UTC SIERRA SUMMIT ADVISORS LLC 2025 Q4
06 Feb 2026, 11:39:08 UTC MJP ASSOCIATES INC /ADV 2025 Q4
06 Feb 2026, 11:36:24 UTC Red Wave Investments LLC 2025 Q4
06 Feb 2026, 11:33:56 UTC Leonteq Securities AG 2025 Q4
06 Feb 2026, 11:31:30 UTC PINKERTON WEALTH, LLC 2025 Q4
06 Feb 2026, 11:30:11 UTC Midwest Professional Planners, LTD. 2025 Q4
06 Feb 2026, 11:29:59 UTC IFP Advisors, Inc 2025 Q3 - Restatement
06 Feb 2026, 11:28:26 UTC Seros Financial, LLC 2025 Q4
06 Feb 2026, 11:26:51 UTC RPS ADVISORY SOLUTIONS LLC 2025 Q4
06 Feb 2026, 11:26:22 UTC Madison International Realty Holdings, LLC 2025 Q4
06 Feb 2026, 11:26:17 UTC MAD RIVER INVESTORS 2025 Q4