Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Spahn Wealth & Retirement LLC 2026 Q1 5/14/2026
Virtus Investment Advisers, LLC 2026 Q1 5/14/2026
Forest Avenue Capital Management LP 2026 Q1 5/14/2026
PhiloSmith Capital Corp 2026 Q1 5/14/2026
Trajan Wealth LLC 2026 Q1 5/14/2026
SUPERSTRING CAPITAL MANAGEMENT LP 2026 Q1 5/14/2026
Redwood Financial Network Corp 2026 Q1 5/14/2026
Harvest Portfolios Group Inc. 2026 Q1 5/14/2026
Pale Fire Capital SE 2026 Q1 5/14/2026
Leo H. Evart, Inc. 2026 Q1 - RESTATEMENT 5/14/2026
Integrity Financial Corp /WA 2026 Q1 5/14/2026
Atlas Venture Life Science Advisors, LLC 2026 Q1 5/14/2026
Tyro Capital Management LLC 2026 Q1 5/14/2026
TCM Advisors, LLC 2026 Q1 5/14/2026
O'ROURKE & COMPANY, Inc 2026 Q1 5/14/2026
Meros Investment Management, LP 2026 Q1 5/14/2026
William Allan Corp 2026 Q1 5/14/2026
John & Kathleen Schreiber Foundation 2026 Q1 5/14/2026
SR ONE CAPITAL MANAGEMENT, LP 2026 Q1 5/14/2026
MY.Alpha Management HK Advisors Ltd 2026 Q1 5/14/2026
Lauterbach Financial Advisors, LLC 2026 Q1 5/14/2026
Beaird Harris Wealth Management, LLC 2026 Q1 5/14/2026
Allie Family Office LLC 2026 Q1 5/14/2026
Laraway Financial Advisors Inc 2026 Q1 5/14/2026
Missouri Trust & Investment Co 2026 Q1 5/14/2026
Mudita Advisors LLP 2026 Q1 5/14/2026
ENDEAVOR PRIVATE WEALTH, INC. 2026 Q1 5/14/2026
Anson Capital, Inc. 2026 Q1 5/14/2026
Liberty 77 Capital L.P. 2026 Q1 5/14/2026
Long Path Partners LP 2026 Q1 5/14/2026
Manhattan West Asset Management, LLC 2026 Q1 5/14/2026
Caldwell Investment Management Ltd. 2026 Q1 5/14/2026
FJ Investments, LLC 2026 Q1 5/14/2026
Lane Generational LLC 2026 Q1 5/14/2026
Mount Capital Ltd 2026 Q1 5/14/2026
Pertento Partners LLP 2026 Q1 5/14/2026
Saraza Management, LP 2026 Q1 5/14/2026
Knott David M Jr 2026 Q1 5/14/2026
Corebridge Financial, Inc. 2026 Q1 5/14/2026
Ardent Capital Management, Inc. 2026 Q1 5/14/2026
Norwood Investment Partners, LP 2026 Q1 5/14/2026
AFBI LP 2026 Q1 5/14/2026
Palliser Capital (UK) Ltd 2026 Q1 5/14/2026
AE INDUSTRIAL PARTNERS, LP 2026 Q1 5/14/2026
Atlas FRM LLC 2026 Q1 5/14/2026
Delos Wealth Advisors, LLC 2026 Q1 5/14/2026
Beartown Capital Management, LLC 2026 Q1 5/14/2026
Alfreton Capital LLP 2026 Q1 5/14/2026
LONG WALK MANAGEMENT LP 2026 Q1 5/14/2026
DC Funds, LP 2026 Q1 5/14/2026
Vermillion & White Wealth Management Group, LLC 2026 Q1 5/14/2026
Deuterium Capital Management, LLC 2026 Q1 5/14/2026
Galaxy Digital Inc. 2026 Q1 5/14/2026
Blue Owl Capital Holdings LP 2026 Q1 5/14/2026
Granby Capital Management, LLC 2026 Q1 5/14/2026
PINNBROOK CAPITAL MANAGEMENT LP 2026 Q1 5/14/2026
Patient Capital Management, LLC 2026 Q1 5/14/2026
Marnell Management LLC 2026 Q1 5/14/2026
Hackensack Meridian Health, Inc. 2026 Q1 5/14/2026
Timelo Investment Management Inc. 2026 Q1 5/14/2026
IronBridge Private Wealth, LLC 2026 Q1 5/14/2026
Hudson Portfolio Management LLC 2026 Q1 5/14/2026
Orion Capital Management LLC 2026 Q1 5/14/2026
Safeguard Investment Advisory Group, LLC 2026 Q1 5/14/2026
RWQ Financial Management Services, Inc. 2026 Q1 5/14/2026
Nixon Capital, LLC 2026 Q1 5/14/2026
ADE, LLC 2026 Q1 5/14/2026
Owls Nest Partners IA, LLC 2026 Q1 5/14/2026
Lebenthal Global Advisors, LLC 2026 Q1 5/14/2026
Greenstone Partners & Co., LLC 2026 Q1 5/14/2026
ShoreHaven Wealth Partners, LLC 2026 Q1 5/14/2026
RMG Wealth Management LLC 2026 Q1 5/14/2026
Pivotal bioVenture Partners Investment Advisor LLC 2026 Q1 5/14/2026
COWA, LLC 2026 Q1 5/14/2026
BRX Global LP 2026 Q1 5/14/2026
Medina Value Partners, LLC 2026 Q1 5/14/2026
Campion Asset Management 2026 Q1 5/14/2026
SPG ADVISORS LLC 2026 Q1 5/14/2026
EVR Research LP 2026 Q1 5/14/2026
Granger Management LLC 2026 Q1 5/14/2026
Alcosta Capital Management, Inc. 2026 Q1 5/14/2026
JONES ROAD CAPITAL MANAGEMENT, L.P. 2026 Q1 5/14/2026
Galvin, Gaustad & Stein, LLC 2026 Q1 5/14/2026
Maxi Investments CY Ltd 2026 Q1 5/14/2026
Venator Management LLC 2026 Q1 5/14/2026
Rudius Management LP 2026 Q1 5/14/2026
EQT Fund Management S.a r.l. 2026 Q1 5/14/2026
Volterra Technologies LP 2026 Q1 5/14/2026
SEAVIEW INVESTMENT MANAGERS LLC 2026 Q1 5/14/2026
Jump Financial, LLC 2026 Q1 5/14/2026
MIZUHO MARKETS AMERICAS LLC 2026 Q1 5/14/2026
HCEP Management Ltd 2026 Q1 5/14/2026
Rockbridge Investment Management, LCC 2026 Q1 5/14/2026
INCEPTIONR LLC 2026 Q1 5/14/2026
Macro Advisors, Inc. 2026 Q1 5/14/2026
140 Summer Partners LP 2026 Q1 5/14/2026
Vernal Point Advisors, LLC 2026 Q1 5/14/2026
CLOVERFIELDS CAPITAL GROUP, LP 2026 Q1 5/14/2026
Crestview Partners IV GP, L.P. 2026 Q1 5/14/2026
SILVERARC CAPITAL MANAGEMENT, LLC 2026 Q1 5/14/2026