Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
BDF-GESTION 2026 Q1 4/10/2026
JACOBSON & SCHMITT ADVISORS, LLC 2026 Q1 4/10/2026
Northside Capital Management, LLC 2026 Q1 4/10/2026
Waldron Private Wealth LLC 2026 Q1 4/10/2026
Field & Main Bank 2026 Q1 4/10/2026
Perigon Wealth Management, LLC 2026 Q1 4/10/2026
Pure Financial Advisors, LLC 2026 Q1 4/10/2026
HT Partners LLC 2026 Q1 4/10/2026
Windsor Capital Management, LLC 2026 Q1 4/10/2026
AEGON ASSET MANAGEMENT UK PLC 2025 Q2 4/10/2026
AEGON ASSET MANAGEMENT UK PLC 2025 Q1 4/10/2026
AEGON ASSET MANAGEMENT UK PLC 2024 Q4 4/10/2026
AEGON ASSET MANAGEMENT UK PLC 2024 Q3 4/10/2026
AEGON ASSET MANAGEMENT UK PLC 2024 Q2 4/10/2026
AEGON ASSET MANAGEMENT UK PLC 2024 Q1 4/10/2026
AEGON ASSET MANAGEMENT UK PLC 2023 Q4 4/10/2026
AEGON ASSET MANAGEMENT UK PLC 2023 Q2 4/10/2026
Kessler Investment Group, LLC 2026 Q1 4/10/2026
Private Wealth Group, LLC 2026 Q1 4/10/2026
Stillwater Capital Advisors, LLC 2026 Q1 4/10/2026
Ipswich Investment Management Co., Inc. 2026 Q1 4/10/2026
Hartz Capital, Inc. 2026 Q1 4/10/2026
Benin Management CORP 2026 Q1 4/10/2026
BOSTON RESEARCH & MANAGEMENT INC 2026 Q1 4/10/2026
BASS SID R 2025 Q4 - RESTATEMENT 4/10/2026
COUNTRY TRUST BANK 2026 Q1 4/10/2026
SMH CAPITAL ADVISORS INC 2026 Q1 4/10/2026
VIKING FUND MANAGEMENT LLC 2026 Q1 4/10/2026
CARDEROCK CAPITAL MANAGEMENT INC 2026 Q1 4/10/2026
FRANKLIN STREET ADVISORS INC /NC 2026 Q1 4/10/2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2026 Q1 4/9/2026
DIVERSIFIED MANAGEMENT INC 2026 Q1 4/9/2026
TETRAD CORP 2026 Q1 4/9/2026
CULLEN INVESTMENT GROUP, LTD. 2026 Q1 4/9/2026
PW Nova Financial Services LLC 2025 Q4 4/9/2026
PCB Capital LLC 2025 Q4 4/9/2026
Selby Wealth Management, LLC 2026 Q1 4/9/2026
Yanni & Associates Investment Advisors, LLC 2026 Q1 4/9/2026
Adirondack Capital Advisors, LLC 2026 Q1 4/9/2026
OFS Enterprise LLC 2026 Q1 4/9/2026
Turner Capital Investments, LLC 2026 Q1 4/9/2026
ASL Financial, LLC 2026 Q1 4/9/2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2026 Q1 4/9/2026
OP Asset Management Ltd 2026 Q1 4/9/2026
Dorato Capital Management 2026 Q1 4/9/2026
American National Bank of Texas 2026 Q1 4/9/2026
New York University 2026 Q1 4/9/2026
Pacific Capital Partners Ltd 2026 Q1 4/9/2026
WINCAP FINANCIAL LLC 2026 Q1 4/9/2026
PTM WEALTH MANAGEMENT, LLC 2026 Q1 4/9/2026
Meriwether Wealth & Planning, LLC 2026 Q1 4/9/2026
Victrix Investment Advisors 2026 Q1 4/9/2026
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 2026 Q1 4/9/2026
Wealth Advisors Northwest LLC 2026 Q1 4/9/2026
MFG WEALTH MANAGEMENT, INC. 2026 Q1 4/9/2026
Allodium Investment Consultants, LLC 2026 Q1 4/9/2026
Generali Investments, Management Co LLC 2026 Q1 4/9/2026
LIFE LINE WEALTH MANAGEMENT LLC 2026 Q1 4/9/2026
Somnio Financial Group, LLC 2026 Q1 4/9/2026
Rockingstone Advisors LLC 2026 Q1 4/9/2026
Trust Co of Tennessee 2026 Q1 4/9/2026
VISTA INVESTMENT PARTNERS LLC 2026 Q1 4/9/2026
CAMELOT TECHNOLOGY ADVISORS, INC. 2026 Q1 4/9/2026
FCG Investment Co 2026 Q1 4/9/2026
Clarity Capital Advisors, LLC 2026 Q1 4/9/2026
CENTRAL VALLEY ADVISORS, LLC 2026 Q1 4/9/2026
EHRLICH FINANCIAL GROUP 2026 Q1 4/9/2026
PFS Partners, LLC 2026 Q1 4/9/2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 2026 Q1 4/9/2026
Meritas Wealth Management, LLC 2026 Q1 4/9/2026
BROWN WEALTH MANAGEMENT, LLC 2026 Q1 4/9/2026
Noble Family Wealth, LLC 2026 Q1 4/9/2026
Whitaker-Myers Wealth Managers, LTD. 2026 Q1 4/9/2026
Park Place Capital Corp 2026 Q1 4/9/2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2026 Q1 4/9/2026
Olistico Wealth, LLC 2026 Q1 4/9/2026
Crocodile Capital Partners GmbH 2026 Q1 4/9/2026
Aletheian Wealth Advisors LLC 2026 Q1 4/9/2026
Key Client Fiduciary Advisors, LLC 2026 Q1 4/9/2026
EAGLE ROCK INVESTMENT COMPANY, LLC 2026 Q1 4/9/2026
P/E Global LLC 2026 Q1 4/9/2026
TILIA FIDUCIARY PARTNERS, INC. 2026 Q1 4/9/2026
Chemistry Wealth Management LLC 2026 Q1 4/9/2026
HERBST GROUP, LLC 2026 Q1 4/9/2026
LifeGuide Financial Advisors, LLC 2026 Q1 4/9/2026
WealthCare Investment Partners, LLC 2026 Q1 4/9/2026
Leverty Financial Group, LLC 2026 Q1 4/9/2026
Shearwater Capital LLC 2026 Q1 4/9/2026
Wedmont Private Capital 2026 Q1 4/9/2026
Asset Value Investors Ltd 2026 Q1 4/9/2026
Cornerstone Wealth Advisors, Inc. 2026 Q1 4/9/2026
Platt Investment Counsel, LLC 2026 Q1 4/9/2026
Everhart Financial Group, Inc. 2026 Q1 4/9/2026
Thrive Wealth Management, LLC 2026 Q1 4/9/2026
FIRETHORN WEALTH PARTNERS, LLC 2026 Q1 4/9/2026
Constitution Capital LLC 2026 Q1 4/9/2026
Lakehouse Capital Pty Ltd 2026 Q1 4/9/2026
DHJJ Financial Advisors, Ltd. 2026 Q1 4/9/2026
Veery Capital, LLC 2026 Q1 4/9/2026
Taylor & Morgan Wealth Management, LLC 2026 Q1 4/9/2026