Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
09 Feb 2026, 16:50:11 UTC GHE, LLC 2025 Q4
09 Feb 2026, 16:49:52 UTC Syverson Strege & Co 2025 Q4
09 Feb 2026, 16:49:34 UTC Strategic Equity Management 2025 Q4
09 Feb 2026, 16:43:49 UTC TrustBank 2025 Q4
09 Feb 2026, 16:40:25 UTC Penn Capital Management Company, LLC 2025 Q4
09 Feb 2026, 16:39:34 UTC Banco de Sabadell, S.A 2025 Q4
09 Feb 2026, 16:37:37 UTC Cypress Capital Management LLC (WY) 2025 Q4
09 Feb 2026, 16:34:17 UTC Roundview Capital LLC 2025 Q4
09 Feb 2026, 16:32:37 UTC Alta Advisers Ltd 2025 Q4
09 Feb 2026, 16:30:09 UTC Freemont Capital Pte Ltd 2025 Q4
09 Feb 2026, 16:27:38 UTC ARCH CAPITAL GROUP LTD. 2025 Q4
09 Feb 2026, 16:26:51 UTC HUNTINGTON NATIONAL BANK 2025 Q4
09 Feb 2026, 16:23:49 UTC Redmond Asset Management, LLC 2025 Q4
09 Feb 2026, 16:21:24 UTC IPG Investment Advisors LLC 2025 Q4
09 Feb 2026, 16:19:01 UTC Valence8 US LP 2025 Q4
09 Feb 2026, 16:18:34 UTC GEODE CAPITAL MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 16:17:13 UTC Coordinated Financial Services, Inc. 2025 Q4
09 Feb 2026, 16:15:26 UTC Stephens Greth Foundation 2025 Q4
09 Feb 2026, 16:15:16 UTC FIDELIS CAPITAL PARTNERS, LLC 2025 Q4
09 Feb 2026, 16:13:20 UTC Melia Wealth LLC 2025 Q4
09 Feb 2026, 16:08:35 UTC Millington Financial Advisors, LLC 2025 Q4
09 Feb 2026, 16:07:37 UTC Knights of Columbus Asset Advisors LLC 2025 Q4
09 Feb 2026, 16:05:03 UTC KING LUTHER CAPITAL MANAGEMENT CORP 2025 Q4
09 Feb 2026, 16:04:27 UTC ICW Investment Advisors LLC 2025 Q4
09 Feb 2026, 16:03:33 UTC Key FInancial Inc 2025 Q4
09 Feb 2026, 16:03:31 UTC Perissos Private Wealth Management, LLC 2025 Q4
09 Feb 2026, 16:02:35 UTC CONTINENTAL GRAIN CO 2025 Q4
09 Feb 2026, 16:00:50 UTC MMCAP International Inc. SPC 2025 Q4
09 Feb 2026, 15:59:35 UTC Goodwin Investment Advisory 2025 Q4
09 Feb 2026, 15:54:21 UTC TERRIL BROTHERS, INC. 2025 Q4
09 Feb 2026, 15:51:11 UTC Malaga Cove Capital, LLC 2025 Q4
09 Feb 2026, 15:48:27 UTC POINCIANA ADVISORS GROUP, LLC 2025 Q4
09 Feb 2026, 15:45:46 UTC Jackson Creek Investment Advisors LLC 2025 Q4
09 Feb 2026, 15:44:43 UTC Unison Asset Management LLC 2025 Q4
09 Feb 2026, 15:42:40 UTC McGinn Penninger Investment Management, Inc. 2025 Q4
09 Feb 2026, 15:40:52 UTC INTEGRITY ALLIANCE, LLC. 2025 Q4
09 Feb 2026, 15:40:51 UTC REGIMEN WEALTH, LLC 2025 Q4
09 Feb 2026, 15:39:39 UTC Integrity Advisory Solutions, LLC 2025 Q4
09 Feb 2026, 15:37:28 UTC Family Office Research LLC 2025 Q4
09 Feb 2026, 15:36:27 UTC Topel & Distasi Wealth Management, LLC 2025 Q4
09 Feb 2026, 15:34:48 UTC Bellwether Advisors, LLC 2025 Q4
09 Feb 2026, 15:34:46 UTC Wealth Advisors of Tampa Bay, LLC 2025 Q4
09 Feb 2026, 15:34:37 UTC Arvest Bank Trust Division 2025 Q4
09 Feb 2026, 15:32:12 UTC Endowment Wealth Management, Inc. 2025 Q4
09 Feb 2026, 15:31:06 UTC Kestra Investment Management, LLC 2025 Q4
09 Feb 2026, 15:30:13 UTC Horizon Family Wealth, Inc. 2025 Q4
09 Feb 2026, 15:25:47 UTC Box Hill Private Wealth LLC 2025 Q4
09 Feb 2026, 15:23:19 UTC Revere Asset Management, Inc 2025 Q4
09 Feb 2026, 15:19:32 UTC DILLON & ASSOCIATES INC 2025 Q4
09 Feb 2026, 15:14:53 UTC MMBG INVESTMENT ADVISORS CO. 2025 Q4
09 Feb 2026, 15:11:40 UTC SEAVIEW INVESTMENT MANAGERS LLC 2025 Q4
09 Feb 2026, 15:10:13 UTC WASHINGTON STATE INVESTMENT BOARD 2025 Q4
09 Feb 2026, 15:08:57 UTC University of Pittsburgh - Of the Commonwealth System of Higher Education 2025 Q4
09 Feb 2026, 15:08:23 UTC MARSHALL INVESTMENT MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 15:03:55 UTC America First Investment Advisors, LLC 2025 Q4
09 Feb 2026, 14:59:09 UTC GS Investments, Inc. 2025 Q4
09 Feb 2026, 14:53:52 UTC Valtinson Bruner Financial Planning LLC 2025 Q4
09 Feb 2026, 14:53:33 UTC M3 Wealth Management, LLC 2025 Q4
09 Feb 2026, 14:51:09 UTC STUDIO INVESTMENT MANAGEMENT LLC 2025 Q4
09 Feb 2026, 14:50:03 UTC AlphaQuest LLC 2025 Q4
09 Feb 2026, 14:49:18 UTC Collaborative Wealth Managment Inc. 2025 Q4
09 Feb 2026, 14:49:12 UTC Goepper Burkhardt LLC 2025 Q4
09 Feb 2026, 14:43:22 UTC ROYCE & ASSOCIATES LP 2025 Q4
09 Feb 2026, 14:39:26 UTC CARY STREET PARTNERS INVESTMENT ADVISORY LLC 2025 Q4
09 Feb 2026, 14:39:16 UTC Smithfield Trust Co 2025 Q4
09 Feb 2026, 14:38:41 UTC CLEAR INVESTMENT RESEARCH, LLC 2025 Q4
09 Feb 2026, 14:37:33 UTC Valued Retirements, Inc. 2025 Q4
09 Feb 2026, 14:32:43 UTC AR ASSET MANAGEMENT INC 2025 Q4
09 Feb 2026, 14:32:32 UTC Bleakley Financial Group, LLC 2025 Q4
09 Feb 2026, 14:29:19 UTC King Wealth Management Group 2025 Q4
09 Feb 2026, 14:28:48 UTC Great Mountain Partners LLC 2025 Q4
09 Feb 2026, 14:23:28 UTC FLPUTNAM INVESTMENT MANAGEMENT CO 2025 Q4
09 Feb 2026, 14:23:26 UTC AEGON USA Investment Management, LLC 2025 Q4
09 Feb 2026, 14:19:37 UTC Atlatl Advisers LLC 2025 Q4
09 Feb 2026, 14:17:48 UTC CARY STREET PARTNERS FINANCIAL LLC 2025 Q4
09 Feb 2026, 14:17:38 UTC Wellington Shields Capital Management, LLC 2025 Q4
09 Feb 2026, 14:15:38 UTC Parkside Investments, LLC 2025 Q4
09 Feb 2026, 14:15:01 UTC Arnhold LLC 2025 Q4
09 Feb 2026, 14:09:56 UTC Wellington Shields & Co., LLC 2025 Q4
09 Feb 2026, 14:04:47 UTC Themes Management Co LLC 2025 Q4
09 Feb 2026, 14:01:36 UTC CAPITAL MANAGEMENT ASSOCIATES /NY/ 2025 Q4
09 Feb 2026, 13:58:33 UTC Investments PGGM 2025 Q4
09 Feb 2026, 13:52:29 UTC CENTRAL BANK OF BRAZIL 2025 Q4
09 Feb 2026, 13:51:00 UTC CBIZ Investment Advisory Services, LLC 2025 Q4
09 Feb 2026, 13:50:08 UTC BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2025 Q4
09 Feb 2026, 13:50:07 UTC GatePass Capital, LLC 2025 Q4
09 Feb 2026, 13:38:22 UTC FIDELITY D & D BANCORP INC 2025 Q4
09 Feb 2026, 13:37:05 UTC Sterling Investment Advisors, Ltd. 2025 Q4
09 Feb 2026, 13:34:59 UTC CEERA INVESTMENTS, LLC 2025 Q4
09 Feb 2026, 13:32:34 UTC PIONEER TRUST BANK N A/OR 2025 Q4
09 Feb 2026, 13:32:10 UTC ELLERSON GROUP INC /ADV 2025 Q4
09 Feb 2026, 13:31:07 UTC Councilmark Asset Management, LLC 2025 Q4
09 Feb 2026, 13:31:02 UTC Allied Investment Advisors, LLC 2025 Q4
09 Feb 2026, 13:28:10 UTC Pacific Wealth Strategies Group, Inc. 2025 Q4
09 Feb 2026, 13:28:01 UTC Keating Financial Advisory Services, Inc. 2025 Q4
09 Feb 2026, 13:27:38 UTC ROVIN CAPITAL /UT/ /ADV 2025 Q4
09 Feb 2026, 13:15:31 UTC Solutions 4 Wealth, Ltd 2025 Q4
09 Feb 2026, 13:12:35 UTC Investors Portfolio Services LLC 2025 Q4
09 Feb 2026, 13:11:33 UTC Waratah Capital Advisors Ltd. 2025 Q4
09 Feb 2026, 13:03:51 UTC MRP Capital Investments, LLC 2025 Q4