Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
10 Feb 2026, 06:15:03 UTC SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD 2025 Q4
10 Feb 2026, 06:13:33 UTC JUPITER ASSET MANAGEMENT LTD 2025 Q4
10 Feb 2026, 06:03:58 UTC LHM, INC. 2025 Q4
09 Feb 2026, 21:59:38 UTC Henderson Brothers Financial Partners, LLC 2025 Q1
09 Feb 2026, 21:58:40 UTC Savant Capital, LLC 2025 Q4
09 Feb 2026, 21:58:05 UTC Moors & Cabot, Inc. 2025 Q4
09 Feb 2026, 21:57:23 UTC EagleClaw Capital Managment, LLC 2025 Q4
09 Feb 2026, 21:56:56 UTC 360 Financial, Inc. 2025 Q4
09 Feb 2026, 21:56:27 UTC INTECH INVESTMENT MANAGEMENT LLC 2025 Q4
09 Feb 2026, 21:54:46 UTC INVESTMENT PARTNERS, LTD. 2025 Q4
09 Feb 2026, 21:53:56 UTC Newport Capital Group, LLC 2025 Q4
09 Feb 2026, 21:45:06 UTC Houlihan Financial Resource Group, Ltd. 2025 Q4
09 Feb 2026, 21:44:22 UTC Latko Wealth Management, Ltd. 2025 Q4
09 Feb 2026, 21:43:57 UTC Carnegie Lake Advisors LLC 2025 Q4
09 Feb 2026, 21:43:23 UTC CFS Investment Advisory Services, LLC 2025 Q4
09 Feb 2026, 21:43:00 UTC Beckerman Institutional, LLC 2025 Q4
09 Feb 2026, 21:41:57 UTC CORRADO ADVISORS, LLC 2025 Q4
09 Feb 2026, 21:34:56 UTC Principia Wealth Advisory, LLC 2025 Q4
09 Feb 2026, 21:34:18 UTC Principia Wealth Advisory, LLC 2025 Q3
09 Feb 2026, 21:33:51 UTC Telligent Fund, LP 2025 Q4
09 Feb 2026, 21:21:46 UTC Empirical Capital Management, LLC 2025 Q4
09 Feb 2026, 20:59:28 UTC Yunqi Capital Ltd 2025 Q4
09 Feb 2026, 20:53:39 UTC BLUELINE ADVISORS LLC 2025 Q4
09 Feb 2026, 20:50:32 UTC Andar Capital Management HK Ltd 2025 Q4
09 Feb 2026, 20:37:59 UTC Shengqi Capital (Hong Kong) Ltd 2025 Q4
09 Feb 2026, 20:36:04 UTC Green Court Capital Management Ltd 2025 Q4
09 Feb 2026, 20:29:57 UTC AJU IB Investment Co., Ltd. 2025 Q4
09 Feb 2026, 20:16:17 UTC FIDUCIENT ADVISORS LLC 2025 Q4
09 Feb 2026, 19:43:13 UTC Concord Investment Counsel Inc. 2025 Q4
09 Feb 2026, 19:36:58 UTC National Pension Service 2025 Q4
09 Feb 2026, 19:31:22 UTC South Street Advisors LLC 2025 Q4
09 Feb 2026, 19:30:54 UTC MYCIO WEALTH PARTNERS, LLC 2025 Q4
09 Feb 2026, 19:27:35 UTC Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 2025 Q4
09 Feb 2026, 19:26:11 UTC Operose Advisors LLC 2025 Q4
09 Feb 2026, 19:18:34 UTC GLYNN CAPITAL MANAGEMENT LLC 2025 Q4
09 Feb 2026, 19:13:39 UTC Basepoint Wealth LLC 2025 Q4
09 Feb 2026, 19:07:12 UTC Linscomb Wealth, Inc. 2025 Q4
09 Feb 2026, 19:02:23 UTC Pasadena Private Wealth, LLC 2025 Q4
09 Feb 2026, 18:55:21 UTC Garde Capital, Inc. 2025 Q4
09 Feb 2026, 18:54:31 UTC Womack Financial LLC 2025 Q2 - Restatement
09 Feb 2026, 18:51:57 UTC Womack Financial LLC 2025 Q1 - Restatement
09 Feb 2026, 18:50:59 UTC INSPIRE TRUST CO, N.A. 2025 Q4
09 Feb 2026, 18:48:20 UTC Headwater Capital Co Ltd 2025 Q4
09 Feb 2026, 18:36:13 UTC Lummis Asset Management, LP 2025 Q4
09 Feb 2026, 18:30:54 UTC ROTHSCHILD INVESTMENT LLC 2025 Q4
09 Feb 2026, 18:37:01 UTC Womack Financial LLC 2025 Q4
09 Feb 2026, 18:34:44 UTC Weaver Consulting Group 2025 Q4
09 Feb 2026, 18:27:20 UTC SBI Okasan Asset Management Co.Ltd. 2025 Q4
09 Feb 2026, 18:22:18 UTC United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2025 Q4
09 Feb 2026, 18:15:26 UTC Novak & Powell Financial Services, Inc. 2025 Q4
09 Feb 2026, 18:09:40 UTC PL Capital Advisors, LLC 2025 Q4
09 Feb 2026, 18:07:41 UTC Constant Guidance Financial LLC 2025 Q4
09 Feb 2026, 18:05:27 UTC FOUNDATIONS INVESTMENT ADVISORS, LLC 2025 Q4
09 Feb 2026, 18:05:17 UTC Boxwood Ventures, Inc. 2025 Q4
09 Feb 2026, 18:02:56 UTC Baker Avenue Asset Management, LP 2025 Q4
09 Feb 2026, 17:57:39 UTC Godfrey Financial Associates, Inc. 2025 Q4
09 Feb 2026, 17:54:06 UTC IFG Advisory, LLC 2025 Q4
09 Feb 2026, 17:50:28 UTC THOROUGHBRED FINANCIAL SERVICES, LLC 2025 Q4
09 Feb 2026, 17:48:59 UTC West Family Investments, Inc. 2025 Q3 - New Holdings
09 Feb 2026, 17:48:29 UTC Madryn Asset Management, LP 2025 Q4
09 Feb 2026, 17:45:23 UTC MidAtlantic Capital Management, Inc. 2025 Q4
09 Feb 2026, 17:44:53 UTC FPC INVESTMENT ADVISORY, INC. 2025 Q4
09 Feb 2026, 17:43:57 UTC Murphy & Mullick Capital Management Corp 2025 Q4
09 Feb 2026, 17:43:00 UTC Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 2025 Q4
09 Feb 2026, 17:42:46 UTC SEVEN GRAND MANAGERS, LLC 2025 Q4
09 Feb 2026, 17:41:15 UTC SWMG, LLC 2025 Q4
09 Feb 2026, 17:38:12 UTC CASTLEKEEP INVESTMENT ADVISORS LLC 2025 Q4
09 Feb 2026, 17:34:11 UTC Semanteon Capital Management, LP 2025 Q4
09 Feb 2026, 17:32:39 UTC NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2025 Q4 - Restatement
09 Feb 2026, 17:30:30 UTC Arista Wealth Management, LLC 2025 Q4
09 Feb 2026, 17:29:33 UTC Connecticut Capital Management Group, LLC 2025 Q4
09 Feb 2026, 17:28:23 UTC Kingsview Wealth Management, LLC 2025 Q4
09 Feb 2026, 17:28:14 UTC V. M. MANNING & CO., INC. 2025 Q4
09 Feb 2026, 17:28:09 UTC SMITH CHAS P & ASSOCIATES PA CPAS 2025 Q4
09 Feb 2026, 17:28:02 UTC Premier Financial Group 2025 Q4
09 Feb 2026, 17:26:49 UTC Barry Investment Advisors, LLC 2025 Q4
09 Feb 2026, 17:25:43 UTC Severin Investments, LLC 2025 Q4
09 Feb 2026, 17:23:16 UTC Eaton Financial Holdings Company, LLC 2025 Q4
09 Feb 2026, 17:22:45 UTC Leeward Financial Partners, LLC 2025 Q4
09 Feb 2026, 17:22:37 UTC Vulcan Value Partners, LLC 2025 Q4
09 Feb 2026, 17:22:26 UTC Koesten, Hirschmann & Crabtree, INC. 2025 Q4
09 Feb 2026, 17:22:13 UTC TradeWell Securities, LLC. 2025 Q4
09 Feb 2026, 17:21:27 UTC PSI Advisors, LLC 2025 Q4
09 Feb 2026, 17:20:11 UTC Unified Investment Management 2025 Q4
09 Feb 2026, 17:18:34 UTC Ciovacco Capital Management LLC 2025 Q4
09 Feb 2026, 17:18:05 UTC Texas Capital Bank Wealth Management Services Inc 2025 Q4
09 Feb 2026, 17:15:19 UTC Starr Indemnity & Liability Co 2025 Q4
09 Feb 2026, 17:14:57 UTC Community Bank & Trust, Waco, Texas 2025 Q4
09 Feb 2026, 17:14:32 UTC Client First Investment Management LLC 2025 Q4
09 Feb 2026, 17:13:29 UTC WAYSTONE ADVISORS LLC 2025 Q4
09 Feb 2026, 17:10:22 UTC C V STARR & CO INC 2025 Q4
09 Feb 2026, 17:08:49 UTC MTM Investment Management, LLC 2025 Q4
09 Feb 2026, 17:02:26 UTC NWK Group, Inc. 2025 Q4
09 Feb 2026, 16:59:38 UTC Employees Retirement System of Texas 2025 Q4
09 Feb 2026, 16:58:48 UTC Royal Palms Capital LLC 2025 Q4
09 Feb 2026, 16:55:49 UTC Expressive Wealth LLC 2025 Q4
09 Feb 2026, 16:53:43 UTC Strategic Financial Services, Inc. 2025 Q4
09 Feb 2026, 16:52:32 UTC STEEL GROVE CAPITAL ADVISORS, LLC 2025 Q4
09 Feb 2026, 16:52:20 UTC Optimist Retirement Group LLC 2025 Q4
09 Feb 2026, 16:50:51 UTC Williamson Legacy Group, LLC 2025 Q4