Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Jacobs Equity LLC 2026 Q1 5/14/2026
Greenline Wealth Management LLC 2026 Q1 5/14/2026
Miller Capital Partners, Inc. 2026 Q1 5/14/2026
Frec Markets, Inc. 2026 Q1 5/14/2026
SPWM Advisors LLC 2026 Q1 5/14/2026
Langdon Equity Partners 2026 Q1 5/14/2026
PineBridge Investments Asia Ltd 2026 Q1 5/14/2026
H Squared Management LP 2026 Q1 5/14/2026
JHP Wealth Management, LLC 2026 Q1 5/14/2026
JHP Wealth Management, LLC 2025 Q4 5/14/2026
Aspirean Wealth, LLC 2026 Q1 5/14/2026
Marble Wealth, LLC 2026 Q1 5/14/2026
E&R Wealth Management, LLC 2026 Q1 5/14/2026
RM Financial Services, LLC 2026 Q1 5/14/2026
Ballast Financial Advisors LLC 2026 Q1 5/14/2026
PINCUS CAPITAL MANAGEMENT, LP 2026 Q1 5/14/2026
IF Advisors, LLC 2026 Q1 5/14/2026
Alvarez & Marsal Private Wealth Partners, LLC 2026 Q1 5/14/2026
VMS Asset Management Limited 2026 Q1 5/14/2026
Gambit Capital Management, LLC 2026 Q1 5/14/2026
August Group Capital Ltd 2026 Q1 5/14/2026
Brehaut David Pascal 2026 Q1 5/14/2026
Rare Wolf Capital LLC 2026 Q1 5/14/2026
Davis Wealth Advisors, LLC 2026 Q1 5/14/2026
Jones Hill Capital LP 2026 Q1 5/14/2026
Roehl & Yi Investment Advisors, LLC 2026 Q1 5/14/2026
Alpine Fox Capital LLC 2026 Q1 5/14/2026
Alpha Advisors, LLC/VA 2026 Q1 5/14/2026
BLALOCK WILLIAMS, LLC 2026 Q1 5/14/2026
J Digital 6 LLC 2026 Q1 5/14/2026
Acasta Partners UK LLP 2026 Q1 5/14/2026
PLATINUM PARAMOUNT INVESTMENT LTD. 2026 Q1 5/14/2026
Defilade Capital Management, L.P. 2026 Q1 5/14/2026
PINEBRIDGE INVESTMENTS LLC 2026 Q1 5/14/2026
Arrington Capital Management, LLC 2026 Q1 5/14/2026
Teton Advisors, LLC 2026 Q1 5/14/2026
Congruence Capital, LLC 2026 Q1 5/14/2026
Pinnacle Financial Partners, Inc. 2026 Q1 5/14/2026
Laurore Ltd 2026 Q1 5/14/2026
TLT Family Holdco ULC 2026 Q1 5/14/2026
Royalty Pharma Sub-Manager, LLC 2026 Q1 5/14/2026
First International Bank of Israel Ltd. 2026 Q1 5/14/2026
SEG Family Corp. 2026 Q1 5/14/2026
LCC Family Corp. 2026 Q1 5/14/2026
DKRT Investments Corp. 2026 Q1 5/14/2026
PJT Investments Corp. 2026 Q1 5/14/2026
Westerkirk Capital Inc. 2026 Q1 5/14/2026
Boreal Capital Management LLC 2026 Q1 5/14/2026
Tripletail Wealth Management, LLC 2026 Q1 5/14/2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2026 Q1 5/14/2026
SMA Capital LLC 2026 Q1 5/14/2026
ARP Global Capital Ltd 2026 Q1 5/14/2026
Investors Portfolio Services LLC 2026 Q1 5/14/2026
BC Partners PE LP 2026 Q1 5/14/2026
Plum Street Advisors, LLC 2026 Q1 5/14/2026
SWF LLC 2026 Q1 5/14/2026
Cauble & Harre Wealth Management, Inc. 2026 Q1 5/14/2026
TABLEAUX LLC 2026 Q1 5/14/2026
CLG LLC 2026 Q1 5/14/2026
Chancellor Financial Group WB LP 2026 Q1 5/14/2026
Wills Financial Group LLC 2026 Q1 5/14/2026
Arcadia Wealth Management, Inc. 2026 Q1 5/14/2026
Alpha Wealth Funds, LLC 2026 Q1 5/14/2026
WGI DM, LLC 2026 Q1 5/14/2026
Kilter Group LLC 2026 Q1 5/14/2026
Corient IA LLC 2026 Q1 5/14/2026
RD Finance Ltd 2026 Q1 5/14/2026
Lighthouse Financial LLC 2026 Q1 5/14/2026
VEGA INVESTMENT SOLUTIONS 2026 Q1 5/14/2026
Collar Capital Management, LLC 2026 Q1 5/14/2026
KANE INVESTMENT MANAGEMENT, INC. 2026 Q1 5/14/2026
Everest Financial Group LLC 2025 Q4 5/14/2026
STANCE CAPITAL LLC 2026 Q1 5/14/2026
Trace Wealth Advisors, LLC 2026 Q1 5/14/2026
SHCP, LLC 2026 Q1 5/14/2026
Frederick Financial Consultants, LLC 2026 Q1 5/14/2026
Rialto Wealth Management, LLC 2026 Q1 5/14/2026
Corps Capital Advisors, LLC 2026 Q1 5/14/2026
Permanent Capital Management, LP 2026 Q1 5/14/2026
Ankerstar Wealth, LLC 2026 Q1 5/14/2026
Baring Fintech Manager Holding Ltd 2026 Q1 5/14/2026
Baring Fintech Fund III Managers Ltd 2026 Q1 5/14/2026
Brentview Investment Management LLC 2026 Q1 5/14/2026
Orvieto Partners, L.P. 2026 Q1 5/14/2026
Wilmar Advisors LLC 2026 Q1 5/14/2026
GKV Capital Management Co., Inc. 2026 Q1 5/14/2026
ENTREWEALTH, LLC 2026 Q1 5/14/2026
Prime Buchholz LLC 2026 Q1 5/14/2026
CAXTON ASSOCIATES LLP 2026 Q1 5/14/2026
Spruce Street Capital LP 2026 Q1 5/14/2026
VestGen Advisors, LLC 2026 Q1 5/14/2026
Babb Wealth Advisors LLC 2026 Q1 5/14/2026
LifePlan Investment Advisors, Inc. 2026 Q1 5/14/2026
Tudor Financial Inc. 2026 Q1 5/14/2026
Dauntless Investment Group, LLC 2026 Q1 5/14/2026
Talos Eurisko Asset Management LP 2026 Q1 5/14/2026
Camrose Capital Investment Partners LLP 2026 Q1 5/14/2026
Fivespan Partners, LP 2026 Q1 5/14/2026
Fieldview Capital Management, LLC 2026 Q1 5/14/2026
NEXTBio Capital Management LP 2026 Q1 5/14/2026