Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Longbow Finance SA 2026 Q1 5/12/2026
Destiny Capital Corp/CO 2026 Q1 5/12/2026
Viola Ventures V.C. Management 4 Ltd. 2026 Q1 5/12/2026
INSIGNEO ADVISORY SERVICES, LLC 2026 Q1 5/12/2026
Icon Wealth Advisors, LLC 2026 Q1 5/12/2026
Cooper Capital Advisors LLC 2026 Q1 5/12/2026
Hilltop Partners LLC 2026 Q1 5/12/2026
Colonial Trust Co / SC 2026 Q1 5/12/2026
Investidor Profissional Gestao de Recursos Ltda. 2026 Q1 5/12/2026
Three Bridge Wealth Advisors, LLC 2026 Q1 5/12/2026
WPWealth LLP 2026 Q1 5/12/2026
CHASE INVESTMENT COUNSEL CORP 2026 Q1 5/12/2026
Second Half Financial Partners, LLC 2026 Q1 5/12/2026
Azimuth Capital Investment Management LLC 2026 Q1 5/12/2026
SERENITY CAPITAL MANAGEMENT PTE. LTD. 2026 Q1 5/12/2026
AI-Squared Management Ltd 2026 Q1 5/12/2026
XY Capital Ltd 2026 Q1 5/12/2026
Altura Wealth Advisors Inc. 2026 Q1 5/12/2026
Carr Financial Group Corp 2026 Q1 5/12/2026
Warwick Investment Management, Inc. 2026 Q1 5/12/2026
TCG Capital Management, LP 2026 Q1 5/12/2026
Finer Wealth Management, Inc. 2026 Q1 5/12/2026
CATALYST FINANCIAL PARTNERS LLC 2026 Q1 5/12/2026
West Wealth Group, LLC 2026 Q1 5/12/2026
WorthPointe, LLC 2026 Q1 5/12/2026
Athena Investment Management 2026 Q1 5/12/2026
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 2026 Q1 5/12/2026
CENTRAL BANK OF BRAZIL 2026 Q1 5/12/2026
Vienna Asset Management LLC 2026 Q1 5/12/2026
Milestones Administradora de Recursos Ltda. 2026 Q1 5/12/2026
Marion Wealth Management 2026 Q1 5/12/2026
G2 CAPITAL MANAGEMENT, LLC / OH 2026 Q1 5/12/2026
GUERRA PAN ADVISORS, LLC 2026 Q1 5/12/2026
Operose Advisors LLC 2026 Q1 5/12/2026
Gouws Capital LLC 2026 Q1 5/12/2026
Sovereign Investment Advisors, LLC 2026 Q1 5/12/2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2026 Q1 5/12/2026
Orcam Financial Group 2026 Q1 5/12/2026
WORLDLY PARTNERS MANAGEMENT, LLC 2026 Q1 5/12/2026
BlackDiamond Wealth Management, LLC 2026 Q1 5/12/2026
Collier Financial 2026 Q1 5/12/2026
Ameritas Advisory Services, LLC 2026 Q1 5/12/2026
Vickerman Investment Advisors, Inc. 2026 Q1 5/12/2026
Wayfinding Financial, LLC 2026 Q1 5/12/2026
Trans-Canada Capital Inc. 2026 Q1 5/12/2026
Alliance Wealth Advisors, LLC /UT 2026 Q1 5/12/2026
KIM, LLC 2026 Q1 5/12/2026
RPO LLC 2026 Q1 5/12/2026
Tejara Capital Ltd 2026 Q1 5/12/2026
Wescott Financial Advisory Group, LLC 2026 Q1 5/12/2026
Alaethes Wealth, LLC 2026 Q1 5/12/2026
WCG Wealth Advisors LLC 2026 Q1 5/12/2026
Lepercq De Neuflize Asset Management LLC 2026 Q1 - RESTATEMENT 5/12/2026
WestBridge Capital Management, LLC 2026 Q1 5/12/2026
Valliance Asset Management Ltd 2026 Q1 5/12/2026
Wealth Dimensions Group, Ltd. 2026 Q1 5/12/2026
Palumbo Wealth Management LLC 2026 Q1 5/12/2026
SITTNER & NELSON, LLC 2026 Q1 5/12/2026
Long Corridor Asset Management Ltd 2026 Q1 5/12/2026
Cadence Wealth Management LLC 2026 Q1 5/12/2026
Insight Advisors, LLC/ PA 2026 Q1 5/12/2026
Navera Investment Management Ltd. 2026 Q1 5/12/2026
ForthRight Wealth Management, LLC 2026 Q1 5/12/2026
Olde Wealth Management, LLC 2026 Q1 5/12/2026
Schiavi & Co LLC 2026 Q1 5/12/2026
IVY LANE CAPITAL MANAGEMENT, LLC 2026 Q1 5/12/2026
Bellwether Advisors, LLC 2026 Q1 5/12/2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 2026 Q1 5/12/2026
ABSOLUTE CAPITAL MANAGEMENT, LLC 2026 Q1 5/12/2026
Disciplined Investments, LLC 2026 Q1 5/12/2026
I.G.Y. Ltd 2026 Q1 5/12/2026
Hunter Perkins Capital Management, LLC 2026 Q1 5/12/2026
AWM CAPITAL, LLC 2026 Q1 5/12/2026
Shade Tree Advisors LLC 2026 Q1 5/12/2026
Adams Wealth Management 2026 Q1 5/12/2026
Adventist Health System/ West 2026 Q1 5/12/2026
Stokes Family Office, LLC 2026 Q1 5/12/2026
Fortis Capital Management LLC 2026 Q1 5/12/2026
Great Diamond Partners, LLC 2026 Q1 5/12/2026
Americana Partners, LLC 2026 Q1 5/12/2026
CBIZ Investment Advisory Services, LLC 2026 Q1 5/12/2026
Kingsview Wealth Management, LLC 2026 Q1 5/12/2026
BWCP, LP 2026 Q1 5/12/2026
LIBERTY WEALTH MANAGEMENT LLC 2026 Q1 5/12/2026
Omega Financial Group, LLC 2026 Q1 5/12/2026
Palmer Knight Co 2026 Q1 5/12/2026
Guidance Point Advisors, LLC 2026 Q1 5/12/2026
VeraBank, N.A. 2026 Q1 5/12/2026
Ellis Investment Partners, LLC 2026 Q1 5/12/2026
KilterHowling LLC 2026 Q1 5/12/2026
Centric Wealth Management 2026 Q1 5/12/2026
Impax Asset Management Group plc 2026 Q1 5/12/2026
VanWeelden Wealth Management, LLC 2026 Q1 5/12/2026
All Terrain Financial Advisors, LLC 2026 Q1 5/12/2026
Greencape Capital Pty Ltd 2026 Q1 5/12/2026
Alphinity Investment Management Pty Ltd 2026 Q1 5/12/2026
SCP Investment, LP 2026 Q1 5/12/2026
Waterloo Capital, L.P. 2026 Q1 5/12/2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2026 Q1 5/12/2026
Keeler Thomas Management LLC 2026 Q1 5/12/2026