Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
02 Feb 2026, 10:59:58 UTC CM Management, LLC 2025 Q4
27 Jan 2026, 06:01:20 UTC Jackson, Grant Investment Advisers, Inc. 2025 Q4
27 Jan 2026, 14:47:16 UTC Steele Capital Management, Inc. 2025 Q4
02 Feb 2026, 17:13:54 UTC Marks Wealth, LLC 2025 Q4
02 Feb 2026, 09:46:25 UTC AIGH Capital Management LLC 2025 Q4
02 Feb 2026, 16:02:01 UTC Windward Private Wealth Management Inc. 2025 Q4
02 Feb 2026, 14:17:11 UTC Cypress Point Wealth Management, LLC 2025 Q4
27 Jan 2026, 06:48:31 UTC Ninety One North America, Inc. 2025 Q4
26 Jan 2026, 18:45:24 UTC JUNCTURE WEALTH STRATEGIES, LLC 2025 Q4
02 Feb 2026, 10:33:12 UTC Signature Wealth Management Partners, LLC 2025 Q4
27 Jan 2026, 15:15:42 UTC Summit Financial Wealth Advisors, LLC 2025 Q4
02 Feb 2026, 11:41:04 UTC Bull Oak Capital, LLC 2025 Q4
27 Jan 2026, 13:12:56 UTC Leisure Capital Management 2025 Q4
27 Jan 2026, 10:47:11 UTC Summit Financial Strategies, Inc. 2025 Q4
02 Feb 2026, 09:46:20 UTC Cornerstone Planning Group LLC 2025 Q4
27 Jan 2026, 10:41:38 UTC PLIMOTH TRUST CO LLC 2025 Q4
02 Feb 2026, 12:29:02 UTC Souders Financial Advisors 2025 Q4
30 Jan 2026, 19:28:26 UTC Total Clarity Wealth Management, Inc. 2025 Q4
02 Feb 2026, 09:45:56 UTC PING CAPITAL MANAGEMENT, INC. 2025 Q4
02 Feb 2026, 11:47:32 UTC Aurora Private Wealth, Inc. 2025 Q4
30 Jan 2026, 19:13:11 UTC Summit Place Financial Advisors, LLC 2025 Q4
02 Feb 2026, 12:52:25 UTC Cairn Investment Group, Inc. 2025 Q4
27 Jan 2026, 11:00:15 UTC Friedenthal Financial 2025 Q4
27 Jan 2026, 16:32:32 UTC Checchi Capital Advisers, LLC 2025 Q4
27 Jan 2026, 15:30:59 UTC RICHARD CHARLES HOERTKORN 2025 Q4
02 Feb 2026, 17:10:32 UTC Longview Financial Advisors, Inc. 2025 Q4
27 Jan 2026, 15:43:57 UTC Miramar Fiduciary Corp 2025 Q4
27 Jan 2026, 15:20:58 UTC Measured Risk Portfolios, Inc. 2025 Q4
02 Feb 2026, 16:10:27 UTC WT Wealth Management 2025 Q4
02 Feb 2026, 12:50:36 UTC Core Alternative Capital 2025 Q4
27 Jan 2026, 11:16:52 UTC Financial Management Professionals, Inc. 2025 Q4
30 Jan 2026, 19:03:11 UTC Your Advocates Ltd., LLP 2025 Q4
27 Jan 2026, 17:05:58 UTC Bolthouse Investments, LLC 2025 Q4
02 Feb 2026, 15:58:35 UTC Bay Harbor Wealth Management, LLC 2025 Q4
02 Feb 2026, 08:14:49 UTC Robertson Stephens Wealth Management, LLC 2025 Q4
02 Feb 2026, 13:12:39 UTC SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2025 Q4
30 Jan 2026, 19:27:37 UTC Opes Wealth Management LLC 2025 Q4
27 Jan 2026, 17:29:51 UTC Summit Rock Advisors, LP 2025 Q4
02 Feb 2026, 11:45:29 UTC Ellis Investment Partners, LLC 2025 Q4
27 Jan 2026, 10:32:59 UTC GREATMARK INVESTMENT PARTNERS, INC. 2025 Q4
02 Feb 2026, 10:48:02 UTC Riverstone Advisors, LLC 2025 Q4
27 Jan 2026, 08:59:45 UTC Berkshire Money Management, Inc. 2025 Q4
27 Jan 2026, 08:46:16 UTC Institute for Wealth Management, LLC. 2025 Q4
27 Jan 2026, 17:15:46 UTC Acuitas Investments, LLC 2025 Q4
02 Feb 2026, 06:34:56 UTC NKCFO LLC 2025 Q4
27 Jan 2026, 11:03:20 UTC Baskin Financial Services Inc. 2025 Q4
02 Feb 2026, 13:10:15 UTC Hoya Capital Real Estate, LLC 2025 Q4
27 Jan 2026, 06:03:54 UTC Crystal Rock Capital Management 2025 Q4
02 Feb 2026, 09:06:13 UTC Essex Bank 2025 Q4
02 Feb 2026, 14:42:07 UTC Heritage Financial Services, LLC 2025 Q4
27 Jan 2026, 10:26:30 UTC TOKIO MARINE ASSET MANAGEMENT CO LTD 2025 Q4
02 Feb 2026, 11:22:17 UTC Sunesis Advisors, LLC 2025 Q4
02 Feb 2026, 09:40:28 UTC VanWeelden Wealth Management, LLC 2025 Q4
27 Jan 2026, 06:48:08 UTC Ninety One SA (PTY) Ltd 2025 Q4
02 Feb 2026, 11:57:24 UTC CX Institutional 2025 Q4
27 Jan 2026, 16:31:55 UTC SHAYNE & JACOBS, LLC 2025 Q4
27 Jan 2026, 14:53:28 UTC Smith Salley Wealth Management 2025 Q4
02 Feb 2026, 13:25:45 UTC UCLA Foundation 2025 Q4
02 Feb 2026, 07:05:01 UTC Bpifrance SA 2025 Q4
30 Jan 2026, 19:25:42 UTC CAPITAL WEALTH MANAGEMENT, LLC 2025 Q4
02 Feb 2026, 08:44:14 UTC PFA Pension, Forsikringsaktieselskab 2025 Q4
27 Jan 2026, 10:18:45 UTC Tributary Capital Management, LLC 2025 Q4
27 Jan 2026, 10:25:31 UTC Tributary Capital Management, LLC 2025 Q3 - Restatement
27 Jan 2026, 13:36:24 UTC Busey Bank 2025 Q4
27 Jan 2026, 10:24:25 UTC Bank of Italy 2025 Q4
27 Jan 2026, 11:42:24 UTC Focused Investors LLC 2025 Q4
27 Jan 2026, 10:51:41 UTC Birch Hill Investment Advisors LLC 2025 Q4
27 Jan 2026, 07:00:30 UTC Ninety One UK Ltd 2025 Q4
27 Jan 2026, 11:45:51 UTC Vision Capital Management, Inc. 2025 Q4
27 Jan 2026, 14:42:00 UTC NNS Holding 2025 Q4
26 Jan 2026, 18:52:09 UTC GHP Investment Advisors, Inc. 2025 Q4
27 Jan 2026, 16:25:45 UTC Penobscot Investment Management Company, Inc. 2025 Q4
27 Jan 2026, 13:29:45 UTC Zurcher Kantonalbank (Zurich Cantonalbank) 2025 Q4
27 Jan 2026, 16:31:33 UTC BRIGHTON JONES LLC 2025 Q4
27 Jan 2026, 10:26:29 UTC WestEnd Advisors, LLC 2025 Q4
27 Jan 2026, 16:33:07 UTC Private Wealth Partners, LLC 2025 Q4
27 Jan 2026, 10:35:35 UTC CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 2025 Q4
27 Jan 2026, 16:24:52 UTC York GP, Ltd. 2025 Q4
27 Jan 2026, 10:01:55 UTC REGIONS FINANCIAL CORP 2025 Q4
27 Jan 2026, 09:32:59 UTC DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2025 Q4
27 Jan 2026, 16:58:21 UTC EVERGREEN CAPITAL MANAGEMENT LLC 2025 Q4
27 Jan 2026, 14:54:23 UTC HENNESSY ADVISORS INC 2025 Q4
27 Jan 2026, 13:34:47 UTC DAVIDSON INVESTMENT ADVISORS 2025 Q4
27 Jan 2026, 13:49:34 UTC DAVIDSON TRUST CO 2025 Q4
27 Jan 2026, 10:44:45 UTC NORTHSTAR ASSET MANAGEMENT Co 2025 Q4
27 Jan 2026, 11:17:07 UTC MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2025 Q4
27 Jan 2026, 11:37:56 UTC PROFFITT & GOODSON INC 2025 Q4
27 Jan 2026, 12:43:24 UTC Family Capital Trust Co 2025 Q4
27 Jan 2026, 13:52:52 UTC VANTAGEPOINT INVESTMENT ADVISERS LLC 2025 Q4
27 Jan 2026, 06:30:03 UTC Asset Management One Co., Ltd. 2025 Q4
27 Jan 2026, 14:25:28 UTC DUNCKER STREETT & CO INC 2025 Q4
27 Jan 2026, 16:46:50 UTC OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2025 Q4
27 Jan 2026, 12:26:02 UTC MILLER HOWARD INVESTMENTS INC /NY 2025 Q4
26 Jan 2026, 17:31:03 UTC OLD SECOND NATIONAL BANK OF AURORA 2025 Q4
27 Jan 2026, 13:59:32 UTC GODSEY & GIBB, INC 2025 Q4
27 Jan 2026, 10:19:17 UTC SAGE FINANCIAL GROUP INC 2025 Q4
27 Jan 2026, 16:13:06 UTC MERITAGE PORTFOLIO MANAGEMENT 2025 Q4
27 Jan 2026, 11:36:12 UTC HUDSON EDGE INVESTMENT PARTNERS INC. 2025 Q4
27 Jan 2026, 11:25:22 UTC BENEDICT FINANCIAL ADVISORS INC 2025 Q4
27 Jan 2026, 15:33:25 UTC RICHARDS, MERRILL & PETERSON, INC. 2025 Q4