Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
FTX Recovery Trust 2026 Q1 5/13/2026
180 GPS Investments IC Ltd 2026 Q1 5/13/2026
Taproot Management LP 2026 Q1 5/13/2026
Wealth Management Associates, Inc. 2026 Q1 5/13/2026
RHL GROUP, LLC 2026 Q1 5/13/2026
Fairtree Asset Management (Pty) Ltd 2026 Q1 5/13/2026
J HAGAN CAPITAL, INC. 2026 Q1 5/13/2026
Park Square Financial Group, LLC 2026 Q1 5/13/2026
Sierra Legacy Group 2026 Q1 5/13/2026
MPWM ADVISORY SOLUTIONS, LLC 2026 Q1 5/13/2026
McMill Wealth Management 2026 Q1 5/13/2026
Boulay Financial Advisors, LLC 2026 Q1 5/13/2026
Tandem Investment Partners LLC 2026 Q1 5/13/2026
Banque Transatlantique SA 2026 Q1 5/13/2026
Vista Cima Wealth Management LLC 2026 Q1 5/13/2026
Cornerstone Select Advisors, LLC 2026 Q1 5/13/2026
Bradyco, Inc. 2026 Q1 5/13/2026
BIT Capital GmbH 2026 Q1 5/13/2026
May Barnhard Investments LLC 2026 Q1 5/13/2026
Crews Bank & Trust 2026 Q1 5/13/2026
Integrated Quantitative Investments LLC 2026 Q1 5/13/2026
Valued Retirements, Inc. 2026 Q1 5/13/2026
Galilei Investment Office LLP 2026 Q1 5/13/2026
Santa Clara Valley Transportation Authority 2026 Q1 5/13/2026
Taylor Hoffman Capital Management LLC 2026 Q1 5/13/2026
Family Office Research LLC 2026 Q1 5/13/2026
Aster Capital Management (DIFC) Ltd 2026 Q1 5/13/2026
Wealthspire Retirement, LLC 2026 Q1 5/13/2026
Dickmeyer Boyce Financial Management, Inc. 2026 Q1 5/13/2026
Mirabaud Asset Management (France) SAS 2026 Q1 5/13/2026
Dream Peak Capital Ltd 2026 Q1 5/13/2026
KCM Capital Inc 2026 Q1 5/13/2026
Havemeyer Place LP 2026 Q1 5/13/2026
KEYNOTE FINANCIAL SERVICES LLC 2026 Q1 5/13/2026
Parkshore Wealth Management, Inc. 2026 Q1 5/13/2026
Black Cypress Capital Management, LLC 2026 Q1 5/13/2026
49 WEALTH MANAGEMENT, LLC 2026 Q1 5/13/2026
Concord Investment Counsel Inc. 2026 Q1 5/13/2026
Stone Ridge Holdings Group LP 2026 Q1 5/13/2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2026 Q1 5/13/2026
WealthCollab, LLC 2026 Q1 5/13/2026
MAINSAIL ASSET MANAGEMENT, LLC 2026 Q1 5/13/2026
Fox Hill Wealth Management 2026 Q1 5/13/2026
BlackRock, Inc. 2026 Q1 5/13/2026
Sivia Capital Partners, LLC 2026 Q1 5/13/2026
Williamson Legacy Group, LLC 2026 Q1 5/13/2026
Balanced Rock Investment Advisors LLC 2026 Q1 5/13/2026
Pinegrove Venture Partners, LLC 2026 Q1 5/13/2026
Fogel Capital Management, Inc. 2026 Q1 5/13/2026
nVerses Capital, LLC 2026 Q1 5/13/2026
De Lisle Partners LLP 2026 Q1 5/13/2026
Objectivity Squared, LLC 2026 Q1 5/13/2026
Endurance Services Ltd 2026 Q1 5/13/2026
Caitlin John, LLC 2026 Q1 5/13/2026
Decheng Capital LLC 2026 Q1 5/13/2026
PFC CAPITAL GROUP, INC. 2026 Q1 5/13/2026
Forthright Family Wealth Advisory LLC 2026 Q1 5/13/2026
JOHNSON & JOHNSON 2026 Q1 5/13/2026
SYON CAPITAL LLC 2026 Q1 5/13/2026
Marex Group plc 2026 Q1 5/13/2026
GSG Advisors LLC 2026 Q1 5/13/2026
SACHEM HILL LLC 2026 Q1 5/13/2026
Prosperity Financial Group, Inc. 2026 Q1 5/13/2026
Foresight Global Investors, Inc. 2026 Q1 5/13/2026
PETRA FINANCIAL ADVISORS INC 2026 Q1 5/13/2026
Kore Advisors LP 2026 Q1 5/13/2026
Alpha Financial Partners LLC 2026 Q1 5/13/2026
BRIGHT VALLEY CAPITAL Ltd 2026 Q1 5/13/2026
Richard W. Paul & Associates, LLC 2026 Q1 5/13/2026
Atlas Wealth LLC 2026 Q1 - RESTATEMENT 5/13/2026
Kingdom Financial Group LLC. 2026 Q1 5/13/2026
JPMORGAN CHASE & CO 2026 Q1 5/13/2026
JPMORGAN CHASE & CO 2026 Q1 - RESTATEMENT 5/13/2026
HIGHLAND PEAK CAPITAL, LLC 2026 Q1 5/13/2026
Daner Wealth Management, LLC 2026 Q1 5/13/2026
RFP Financial Group LLC 2026 Q1 5/13/2026
Lantern Wealth Advisors, LLC 2026 Q1 5/13/2026
Capital Group Investment Management Pte. Ltd. 2026 Q1 5/13/2026
INVICTUS PRIVATE WEALTH, LLC 2026 Q1 5/13/2026
Acumen Wealth Advisors, LLC 2026 Q1 5/13/2026
Callan Family Office, LLC 2026 Q1 5/13/2026
Cercano Management LLC 2026 Q1 5/13/2026
Infini Capital Management Ltd 2026 Q1 5/13/2026
Drake & Associates, LLC 2026 Q1 5/13/2026
CROSSPOINT FINANCIAL, LLC 2026 Q1 5/13/2026
Decas Capital LLC 2026 Q1 5/13/2026
Leo H. Evart, Inc. 2026 Q1 5/13/2026
iSAM Funds (UK) Ltd 2026 Q1 5/13/2026
LOWERY THOMAS, LLC 2026 Q1 5/13/2026
AXQ CAPITAL, LP 2026 Q1 5/13/2026
Resurgent Financial Advisors LLC 2026 Q1 5/13/2026
McDonough Capital Management, Inc 2026 Q1 5/13/2026
Roger Wittlin Investment Advisory, LLC 2026 Q1 5/13/2026
Benchmark Investment Advisors LLC 2026 Q1 5/13/2026
KRAEMATON INVESTMENT ADVISORS, INC 2026 Q1 5/13/2026
Forum Private Client Group LLC 2026 Q1 5/13/2026
Vesey Street Capital Partners, L.L.C. 2026 Q1 5/13/2026
Archvest Wealth Advisors, Inc. 2026 Q1 5/13/2026
HILL ISLAND FINANCIAL LLC 2026 Q1 5/13/2026
Promethos Capital, LLC 2026 Q1 5/13/2026