Latest 13F Portfolio Filings

Since 01 Jan 2026

Filing Time Investor Period
06 Feb 2026, 16:50:51 UTC EVOKE WEALTH, LLC 2025 Q4
06 Feb 2026, 16:47:39 UTC Accel Leaders 4 Associates L.P. 2025 Q4
06 Feb 2026, 16:47:04 UTC Walmart Inc. 2025 Q4
06 Feb 2026, 16:45:58 UTC Accel Growth Fund V Associates L.L.C. 2025 Q4
06 Feb 2026, 16:38:19 UTC Bluegrass Capital Partners LP 2025 Q4
06 Feb 2026, 16:37:38 UTC Accel XI Associates L.L.C. 2025 Q4
06 Feb 2026, 16:36:51 UTC MARKEL GROUP INC. 2025 Q4
06 Feb 2026, 16:36:19 UTC AMERICAN EXPRESS CO 2025 Q4
06 Feb 2026, 16:35:32 UTC SGL Investment Advisors, Inc. 2025 Q4
06 Feb 2026, 16:35:21 UTC Mizuho Markets Cayman LP 2025 Q4
06 Feb 2026, 16:32:43 UTC SE Wendel 2025 Q4
06 Feb 2026, 16:30:03 UTC Xiamen Xinweidachuang Investment Partnership (Limited Partnership) 2025 Q4
06 Feb 2026, 16:29:23 UTC Cumberland Partners Ltd 2025 Q4
06 Feb 2026, 16:25:21 UTC Teramo Advisors, LLC 2025 Q4
06 Feb 2026, 16:25:16 UTC Americana Partners, LLC 2025 Q4
06 Feb 2026, 16:24:04 UTC LOUNTZIS ASSET MANAGEMENT, LLC 2025 Q4
06 Feb 2026, 16:23:24 UTC NIXON PEABODY TRUST CO 2025 Q4
06 Feb 2026, 16:23:15 UTC MIZUHO MARKETS AMERICAS LLC 2025 Q4
06 Feb 2026, 16:22:47 UTC Bristol Gate Capital Partners Inc. 2025 Q4
06 Feb 2026, 16:21:08 UTC Daviman Financial, LLC 2025 Q4
06 Feb 2026, 16:20:05 UTC Ruedi Wealth Management, Inc. 2025 Q4
06 Feb 2026, 16:16:21 UTC Legato Capital Management LLC 2025 Q4
06 Feb 2026, 16:10:42 UTC Lloyd Advisory Services, LLC. 2025 Q4
06 Feb 2026, 16:06:48 UTC LSV ASSET MANAGEMENT 2025 Q4
06 Feb 2026, 16:05:27 UTC Stieven Capital Advisors, L.P. 2025 Q4
06 Feb 2026, 16:05:14 UTC Vestmark Advisory Solutions, Inc. 2025 Q4
06 Feb 2026, 16:05:03 UTC New York University 2025 Q4
06 Feb 2026, 16:04:49 UTC JW Asset Management, LLC 2025 Q4
06 Feb 2026, 16:02:54 UTC Technology Crossover Management XI, Ltd. 2025 Q4
06 Feb 2026, 16:02:41 UTC AFLAC INC 2025 Q4
06 Feb 2026, 16:02:13 UTC Technology Crossover Management X, Ltd. 2025 Q4
06 Feb 2026, 16:02:12 UTC PZENA INVESTMENT MANAGEMENT LLC 2025 Q4
06 Feb 2026, 16:01:47 UTC Technology Crossover Management IX, Ltd. 2025 Q4
06 Feb 2026, 16:01:32 UTC Mraz, Amerine & Associates, Inc. 2025 Q4
06 Feb 2026, 16:01:14 UTC Technology Crossover Management VIII, Ltd. 2025 Q4
06 Feb 2026, 15:58:11 UTC Midwest Financial Partners Investments, Inc. 2025 Q4
06 Feb 2026, 15:57:27 UTC NANO CAP NEW MILLENNIUM GROWTH FUND L P 2025 Q4
06 Feb 2026, 15:53:43 UTC Echo45 Advisors LLC 2025 Q4
06 Feb 2026, 15:51:40 UTC Kingdom Financial Group LLC. 2025 Q4
06 Feb 2026, 15:49:19 UTC Orcam Financial Group 2025 Q4
06 Feb 2026, 15:48:04 UTC DIAMANT ASSET MANAGEMENT, INC. 2025 Q4
06 Feb 2026, 15:47:13 UTC DIAMOND HILL CAPITAL MANAGEMENT INC 2025 Q4
06 Feb 2026, 15:40:45 UTC PINNBROOK CAPITAL MANAGEMENT LP 2025 Q4
06 Feb 2026, 15:37:46 UTC Newport Trust Company, LLC 2025 Q4
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