Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
10 Feb 2026, 13:23:50 UTC CAZ INVESTMENTS LP 2025 Q4
10 Feb 2026, 13:22:55 UTC Rovida Investment Management Ltd 2025 Q4
10 Feb 2026, 13:21:43 UTC Opulen Financial Group LLC 2025 Q4
10 Feb 2026, 13:17:45 UTC Keyes, Stange & Wooten Wealth Management, LLC 2025 Q4
10 Feb 2026, 13:16:35 UTC SCS Capital Management LLC 2025 Q4
10 Feb 2026, 13:11:14 UTC RESOLUTE CAPITAL, LLC 2025 Q4
10 Feb 2026, 13:10:06 UTC Kentucky Retirement Systems Insurance Trust Fund 2025 Q4
10 Feb 2026, 13:08:26 UTC REAVES W H & CO INC 2025 Q4
10 Feb 2026, 13:06:36 UTC Kentucky Retirement Systems 2025 Q4
10 Feb 2026, 13:05:35 UTC Black Swift Group, LLC 2025 Q4
10 Feb 2026, 13:03:45 UTC SHENKMAN CAPITAL MANAGEMENT INC 2025 Q4
10 Feb 2026, 12:58:40 UTC Orange County Employees Retirement System 2025 Q4
10 Feb 2026, 12:58:13 UTC HAZLETT, BURT & WATSON, INC. 2025 Q4
10 Feb 2026, 12:57:07 UTC NOMURA ASSET MANAGEMENT CO LTD 2025 Q4
10 Feb 2026, 12:56:49 UTC CHARTIST INC /CA/ 2025 Q4
10 Feb 2026, 12:53:17 UTC Portland Global Advisors LLC 2025 Q4
10 Feb 2026, 12:51:35 UTC MITCHELL CAPITAL MANAGEMENT CO 2025 Q4
10 Feb 2026, 12:51:28 UTC Financially Speaking Inc 2025 Q4
10 Feb 2026, 12:43:50 UTC a16z Perennial Management, L.P. 2025 Q4
10 Feb 2026, 12:43:39 UTC JMG Financial Group, Ltd. 2025 Q4
10 Feb 2026, 12:41:04 UTC Suncoast Equity Management 2025 Q4 - Restatement
10 Feb 2026, 12:38:29 UTC Brentview Investment Management LLC 2025 Q4
10 Feb 2026, 12:35:11 UTC Main Management Fund Advisors LLC 2025 Q4
10 Feb 2026, 12:31:43 UTC Suncoast Equity Management 2025 Q4
10 Feb 2026, 12:31:24 UTC NEW MEXICO EDUCATIONAL RETIREMENT BOARD 2025 Q4
10 Feb 2026, 12:31:19 UTC EASTERLY INVESTMENT PARTNERS LLC 2025 Q4
10 Feb 2026, 12:26:17 UTC Main Management ETF Advisors, LLC 2025 Q4
10 Feb 2026, 12:25:03 UTC ADE, LLC 2025 Q4
10 Feb 2026, 12:24:15 UTC Monaco Asset Management SAM 2025 Q4
10 Feb 2026, 12:23:50 UTC Catalys Pacific, LLC 2025 Q4
10 Feb 2026, 12:23:34 UTC PEAPACK GLADSTONE FINANCIAL CORP 2025 Q4
10 Feb 2026, 12:22:05 UTC FLORIDA FINANCIAL ADVISORS, LLC 2025 Q4
10 Feb 2026, 12:20:05 UTC Frederick Financial Consultants, LLC 2025 Q4
10 Feb 2026, 12:19:12 UTC Redwood Financial Network Corp 2025 Q4
10 Feb 2026, 12:17:21 UTC PRING TURNER CAPITAL GROUP INC 2025 Q4
10 Feb 2026, 12:15:57 UTC ALGEBRIS (UK) LTD 2025 Q4 - Restatement
10 Feb 2026, 12:15:36 UTC Jordan Park Group LLC 2025 Q4
10 Feb 2026, 12:13:21 UTC LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2025 Q4
10 Feb 2026, 12:13:04 UTC LCNB CORP 2025 Q4
10 Feb 2026, 12:11:50 UTC CORE WEALTH ADVISORS, LLC 2025 Q4 - Restatement
10 Feb 2026, 12:11:37 UTC Rothschild Wealth LLC 2025 Q4
10 Feb 2026, 12:07:14 UTC Clear Point Advisors Inc. 2025 Q4
10 Feb 2026, 12:07:11 UTC Clear Harbor Asset Management, LLC 2025 Q4
10 Feb 2026, 12:07:10 UTC Capital Today Evergreen Fund, L.P. 2025 Q4
10 Feb 2026, 12:06:46 UTC Main Management LLC 2025 Q4
10 Feb 2026, 12:06:01 UTC VIRTUE ASSET MANAGEMENT LLC 2025 Q4
10 Feb 2026, 12:01:45 UTC Elm Partners Management LLC 2025 Q4
10 Feb 2026, 12:01:09 UTC Waterloo Capital, L.P. 2025 Q4
10 Feb 2026, 12:00:00 UTC Alpha Financial Partners, LLC 2025 Q4
10 Feb 2026, 11:57:37 UTC MainStreet Investment Advisors LLC 2025 Q4
10 Feb 2026, 11:55:54 UTC Parkway Wealth Management Group, LLC 2025 Q4
10 Feb 2026, 11:54:35 UTC Three Bridge Wealth Advisors, LLC 2025 Q4
10 Feb 2026, 11:53:08 UTC COFG Advisors, LLC 2025 Q4
10 Feb 2026, 11:52:15 UTC ARCADIA INVESTMENT MANAGEMENT CORP/MI 2025 Q4
10 Feb 2026, 11:49:25 UTC Sage Investment Advisers LLC 2025 Q4
10 Feb 2026, 11:46:42 UTC UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2025 Q4
10 Feb 2026, 11:46:20 UTC MGO Private Wealth, LLC 2025 Q4
10 Feb 2026, 11:44:16 UTC BIRINYI ASSOCIATES INC 2025 Q4
10 Feb 2026, 11:42:42 UTC GILL CAPITAL PARTNERS, LLC 2025 Q4
10 Feb 2026, 11:42:08 UTC COLTON GROOME FINANCIAL ADVISORS, LLC 2025 Q4
10 Feb 2026, 11:40:54 UTC Gifford Fong Associates 2025 Q4
10 Feb 2026, 11:37:40 UTC NewCorp Financial Services, Inc. 2025 Q4
10 Feb 2026, 11:37:14 UTC THOMPSON SIEGEL & WALMSLEY LLC 2025 Q4
10 Feb 2026, 11:35:46 UTC P.A.W. CAPITAL CORP 2025 Q4
10 Feb 2026, 11:35:27 UTC W.H. Cornerstone Investments Inc. 2025 Q4
10 Feb 2026, 11:34:54 UTC Rockline Wealth Management, LLC 2025 Q4
10 Feb 2026, 11:34:37 UTC PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2025 Q4
10 Feb 2026, 11:32:15 UTC GUARDCAP ASSET MANAGEMENT Ltd 2025 Q4
10 Feb 2026, 11:32:06 UTC Ascension Capital Advisors, Inc. 2025 Q4
10 Feb 2026, 11:31:36 UTC GRANDFIELD & DODD, LLC 2025 Q4
10 Feb 2026, 11:31:05 UTC Crake Asset Management LLP 2025 Q4
10 Feb 2026, 11:31:05 UTC CONSOLIDATED CAPITAL MANAGEMENT, LLC 2025 Q4
10 Feb 2026, 11:30:34 UTC Walter Public Investments Inc. 2025 Q4
10 Feb 2026, 11:30:10 UTC Beach Point Capital Management LP 2025 Q4
10 Feb 2026, 11:29:40 UTC Riverpoint Wealth Management Holdings, LLC 2025 Q4
10 Feb 2026, 11:28:07 UTC Fortis Advisors, LLC 2025 Q4
10 Feb 2026, 11:27:52 UTC COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 2025 Q4
10 Feb 2026, 11:27:44 UTC WELCH & FORBES LLC 2025 Q4
10 Feb 2026, 11:27:20 UTC Guinness Atkinson Asset Management Inc 2025 Q4 - Restatement
10 Feb 2026, 11:27:12 UTC Advisor Resource Council 2025 Q4
10 Feb 2026, 11:26:51 UTC HOMESTEAD ADVISERS CORP 2025 Q4
10 Feb 2026, 11:26:44 UTC Robertson Opportunity Capital, LLC 2025 Q4
10 Feb 2026, 11:25:22 UTC TrinityBridge Ltd 2025 Q4
10 Feb 2026, 11:24:53 UTC Mithaq Capital SPC 2025 Q4
10 Feb 2026, 11:24:46 UTC EXCALIBUR MANAGEMENT CORP 2025 Q4
10 Feb 2026, 11:24:17 UTC Gruss & Co., LLC 2025 Q4
10 Feb 2026, 11:23:50 UTC Shepherd Financial Partners LLC 2025 Q4
10 Feb 2026, 11:22:46 UTC NorthStar Asset Management LLC /NJ/ 2025 Q4
10 Feb 2026, 11:22:05 UTC American Money Management, LLC 2025 Q4
10 Feb 2026, 11:21:37 UTC Connor, Clark & Lunn Investment Management Ltd. 2025 Q4
10 Feb 2026, 11:21:33 UTC Oxford Wealth Group, LLC 2025 Q4
10 Feb 2026, 11:20:37 UTC Nelson Capital Management, LLC 2025 Q4
10 Feb 2026, 11:20:01 UTC THEORY FINANCIAL LLC 2025 Q4
10 Feb 2026, 11:19:41 UTC MB Generational Wealth, LLC 2025 Q4
10 Feb 2026, 11:19:20 UTC EQ LLC 2025 Q4
10 Feb 2026, 11:18:52 UTC NINE MASTS CAPITAL Ltd 2025 Q4
10 Feb 2026, 11:18:45 UTC Vigil Wealth Management, LLC 2025 Q4
10 Feb 2026, 11:18:00 UTC Brookmont Capital Management 2025 Q4
10 Feb 2026, 11:17:39 UTC Smith Group Asset Management, LLC 2025 Q4
10 Feb 2026, 11:17:17 UTC NS Partners Ltd 2025 Q4