Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Stamos Capital Partners, L.P. 2026 Q1 5/14/2026
Hazelview Securities Inc. 2026 Q1 5/14/2026
Tamar Securities, LLC 2026 Q1 5/14/2026
Crestview Partners III GP, L.P. 2026 Q1 5/14/2026
Acorns Advisers, LLC 2026 Q1 5/14/2026
WITTENBERG INVESTMENT MANAGEMENT, INC. 2026 Q1 5/14/2026
Dai-ichi Life Insurance Company, Ltd 2026 Q1 5/14/2026
Fortis Advisors, LLC 2026 Q1 5/14/2026
University of Wisconsin Foundation 2026 Q1 5/14/2026
Chescapmanager LLC 2026 Q1 5/14/2026
Worth Venture Partners, LLC 2026 Q1 5/14/2026
LEVEL FOUR ADVISORY SERVICES, LLC 2026 Q1 5/14/2026
Round Hill Asset Management 2026 Q1 5/14/2026
PERISCOPE CAPITAL INC. 2026 Q1 5/14/2026
Siena Capital Partners GP, LLC 2026 Q1 5/14/2026
Harvest Fund Management Co., Ltd 2026 Q1 5/14/2026
Centiva Capital, LP 2026 Q1 5/14/2026
Sloy Dahl & Holst, LLC 2026 Q1 5/14/2026
Jacobi Capital Management LLC 2026 Q1 5/14/2026
Legacy Bridge, LLC 2026 Q1 5/14/2026
GFI Investment Counsel Ltd. 2026 Q1 5/14/2026
Vivaldi Capital Management LP 2026 Q1 5/14/2026
Premier Fund Managers Ltd 2026 Q1 5/14/2026
Morningstar Investment Management LLC 2026 Q1 5/14/2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2026 Q1 5/14/2026
Edenbrook Capital, LLC 2026 Q1 5/14/2026
RPG Investment Advisory, LLC 2026 Q1 5/14/2026
Coastal Bridge Advisors, LLC 2026 Q1 5/14/2026
Cedar Wealth Management, LLC 2026 Q1 5/14/2026
Chandler Asset Management, Inc. 2026 Q1 5/14/2026
Sunriver Management LLC 2026 Q1 5/14/2026
Klingman & Associates, LLC 2026 Q1 5/14/2026
Delaney Dennis R 2026 Q1 5/14/2026
St. Louis Trust Co 2026 Q1 5/14/2026
Oribel Capital Management, LP 2026 Q1 5/14/2026
Wind River Trust Co 2026 Q1 5/14/2026
Proficio Capital Partners LLC 2026 Q1 5/14/2026
LGL PARTNERS, LLC 2026 Q1 5/14/2026
FFT WEALTH MANAGEMENT LLC 2026 Q1 5/14/2026
Sciencast Management LP 2026 Q1 5/14/2026
Baird Financial Group, Inc. 2026 Q1 5/14/2026
Elgethun Capital Management 2026 Q1 5/14/2026
Swiss Life Asset Management Ltd 2026 Q1 5/14/2026
Mason Investment Advisory Services, Inc. 2026 Q1 5/14/2026
Charles-Lim Capital Ltd 2026 Q1 5/14/2026
Betterment LLC 2026 Q1 5/14/2026
IAT REINSURANCE CO LTD. 2026 Q1 5/14/2026
Simcoe Capital Management, LLC 2026 Q1 5/14/2026
Discerene Group LP 2026 Q1 5/14/2026
Point Break Capital Management, LLC 2026 Q1 5/14/2026
Capital Planning Advisors, LLC 2026 Q1 5/14/2026
JRM Investment Counsel, LLC 2026 Q1 5/14/2026
Insight Wealth Partners, LLC 2026 Q1 5/14/2026
Capital Analysts, LLC 2026 Q1 5/14/2026
DAG Ventures, LLC 2026 Q1 5/14/2026
PSquared Asset Management AG 2026 Q1 5/14/2026
Rosalind Advisors, Inc. 2026 Q1 5/14/2026
Hyperion Asset Management Ltd 2026 Q1 5/14/2026
RiverGlades Family Offices LLC 2026 Q1 5/14/2026
HARBERT FUND ADVISORS, INC. 2026 Q1 5/14/2026
HighPoint Advisor Group LLC 2026 Q1 5/14/2026
HighPoint Advisor Group LLC 2025 Q4 - NEW HOLDINGS 5/14/2026
LANSDOWNE PARTNERS (UK) LLP 2026 Q1 5/14/2026
Finepoint Capital LP 2026 Q1 5/14/2026
SC US (TTGP), LTD. 2026 Q1 5/14/2026
Tikvah Management LLC 2026 Q1 5/14/2026
Bienville Capital Management, LLC 2026 Q1 5/14/2026
First Trust Capital Management L.P. 2026 Q1 5/14/2026
Elizabeth Park Capital Advisors, Ltd. 2026 Q1 5/14/2026
Lighthouse Investment Partners, LLC 2026 Q1 5/14/2026
Bridgewater Advisors Inc. 2026 Q1 5/14/2026
Petiole USA ltd 2026 Q1 5/14/2026
Van Hulzen Asset Management, LLC 2026 Q1 5/14/2026
Stonebridge Capital Advisors LLC 2026 Q1 5/14/2026
Rhenman & Partners Asset Management AB 2026 Q1 5/14/2026
Atika Capital Management LLC 2026 Q1 5/14/2026
Trustees of Dartmouth College 2026 Q1 5/14/2026
Rench Wealth Management, Inc. 2026 Q1 5/14/2026
Lodge Hill Capital, LLC 2026 Q1 5/14/2026
Capital Innovations LLC 2026 Q1 5/14/2026
Aristides Capital LLC 2026 Q1 5/14/2026
Dempze Nancy E 2026 Q1 5/14/2026
Strategy Capital LLC 2026 Q1 5/14/2026
Heritage Wealth Advisors 2026 Q1 5/14/2026
MYDA Advisors LLC 2026 Q1 5/14/2026
Fort Point Capital Partners LLC 2026 Q1 5/14/2026
VIRTUS ADVISERS, LLC 2026 Q1 5/14/2026
YCG, LLC 2026 Q1 5/14/2026
Yakira Capital Management, Inc. 2026 Q1 5/14/2026
1922 Investment Co LLC 2026 Q1 5/14/2026
Kiltearn Partners LLP 2026 Q1 5/14/2026
Battery Global Advisors, LLC 2026 Q1 5/14/2026
Sustainable Insight Capital Management, LLC 2026 Q1 5/14/2026
Cumberland Partners Ltd 2026 Q1 5/14/2026
Advisory Alpha, LLC 2026 Q1 5/14/2026
Tsai Capital Corp 2026 Q1 5/14/2026
Empirical Finance, LLC 2026 Q1 5/14/2026
Marathon Trading Investment Management LLC 2026 Q1 5/14/2026
Risk Paradigm Group, LLC 2026 Q1 5/14/2026
RPg Family Wealth Advisory, LLC 2026 Q1 5/14/2026