Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Shaker Financial Services, LLC 2026 Q1 5/12/2026
VestGen Investment Management 2026 Q1 5/12/2026
Huber Capital Management LLC 2026 Q1 5/12/2026
Thomas J. Herzfeld Advisors, Inc. 2026 Q1 5/12/2026
Fiera Capital Corp 2026 Q1 5/12/2026
ITHAKA GROUP LLC 2026 Q1 5/12/2026
First American Financial Corp 2026 Q1 5/12/2026
Northwest Bancshares, Inc. 2026 Q1 5/12/2026
Telligent Fund, LP 2026 Q1 5/12/2026
Crestwood Capital Management, L.P. 2026 Q1 5/12/2026
Mitsubishi UFJ Asset Management Co., Ltd. 2026 Q1 5/12/2026
Mitsubishi UFJ Trust & Banking Corp 2026 Q1 5/12/2026
BENJAMIN EDWARDS INC 2026 Q1 5/12/2026
STRAIGHTLINE GROUP LLC 2026 Q1 5/12/2026
Greenwich Wealth Management LLC 2026 Q1 5/12/2026
ASPIRIANT, LLC 2026 Q1 5/12/2026
Baker Avenue Asset Management, LP 2026 Q1 5/12/2026
Cheviot Value Management, LLC 2026 Q1 5/12/2026
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 2026 Q1 5/12/2026
Voya Financial Advisors, Inc. 2026 Q1 5/12/2026
Telemark Asset Management, LLC 2026 Q1 5/12/2026
Callahan Advisors, LLC 2026 Q1 5/12/2026
J. H. Whitney Equity Partners VI, LLC 2026 Q1 5/12/2026
Dalton Investments, Inc. 2026 Q1 5/12/2026
Clal Insurance Enterprises Holdings Ltd 2026 Q1 5/12/2026
BBR PARTNERS, LLC 2026 Q1 5/12/2026
Robertson Opportunity Capital, LLC 2026 Q1 5/12/2026
Rathbones Group PLC 2026 Q1 5/12/2026
Matthew 25 Management Corp 2026 Q1 5/12/2026
Private Capital Advisors, Inc. 2026 Q1 5/12/2026
Baldwin Investment Management, LLC 2026 Q1 5/12/2026
First Eagle Investment Management, LLC 2026 Q1 5/12/2026
BOK Financial Private Wealth, Inc. 2026 Q1 5/12/2026
SATURNA CAPITAL CORP 2026 Q1 5/12/2026
Covenant Partners, LLC 2026 Q1 5/12/2026
LETKO, BROSSEAU & ASSOCIATES INC 2026 Q1 5/12/2026
Rakuten Group, Inc. 2026 Q1 5/12/2026
WEIK CAPITAL MANAGEMENT 2026 Q1 5/12/2026
TOWER BRIDGE ADVISORS 2026 Q1 5/12/2026
SHENKMAN CAPITAL MANAGEMENT INC 2026 Q1 5/12/2026
TIFF ADVISORY SERVICES, LLC 2026 Q1 5/12/2026
CULBERTSON A N & CO INC 2026 Q1 5/12/2026
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD 2026 Q1 5/12/2026
COLRAIN CAPITAL LLC 2026 Q1 5/12/2026
JUPITER ASSET MANAGEMENT LTD 2026 Q1 5/12/2026
DEARBORN PARTNERS LLC 2026 Q1 5/12/2026
HOLDERNESS INVESTMENTS CO 2026 Q1 5/12/2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2026 Q1 5/12/2026
STRATEGY ASSET MANAGERS LLC 2026 Q1 5/12/2026
BNP PARIBAS FINANCIAL MARKETS 2026 Q1 5/12/2026
CAZ INVESTMENTS LP 2026 Q1 5/12/2026
THORNBURG INVESTMENT MANAGEMENT INC 2026 Q1 5/12/2026
Meiji Yasuda Life Insurance Co 2026 Q1 5/12/2026
BERKSHIRE CAPITAL HOLDINGS INC 2026 Q1 5/12/2026
AMES NATIONAL CORP 2026 Q1 5/12/2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2026 Q1 5/12/2026
LATHROP INVESTMENT MANAGEMENT CO 2026 Q1 5/12/2026
MONETA GROUP INVESTMENT ADVISORS LLC 2026 Q1 5/12/2026
FLAGSTAR ADVISORS INC 2026 Q1 - RESTATEMENT 5/12/2026
FAIRFIELD, BUSH & CO. 2026 Q1 5/12/2026
RHUMBLINE ADVISERS 2026 Q1 5/12/2026
THOROUGHBRED FINANCIAL SERVICES, LLC 2026 Q1 5/12/2026
SMITH CHAS P & ASSOCIATES PA CPAS 2026 Q1 5/12/2026
CYPRESS FUNDS LLC 2025 Q1 - RESTATEMENT 5/12/2026
CHESAPEAKE ASSET MANAGEMENT LLC 2026 Q1 5/12/2026
HUTCHINSON CAPITAL MANAGEMENT/CA 2026 Q1 5/12/2026
GREAT LAKES ADVISORS, LLC 2026 Q1 5/12/2026
BECK MACK & OLIVER LLC 2026 Q1 5/12/2026
TODD ASSET MANAGEMENT LLC 2026 Q1 5/12/2026
PROSPERITY BANCSHARES INC 2026 Q1 5/12/2026
VOYA INVESTMENT MANAGEMENT LLC 2026 Q1 5/12/2026
EVERMAY WEALTH MANAGEMENT LLC 2026 Q1 5/12/2026
VAUGHAN DAVID INVESTMENTS LLC/IL 2026 Q1 5/12/2026
Tufton Capital Management 2026 Q1 5/12/2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 2026 Q1 5/12/2026
PARADIGM ASSET MANAGEMENT CO LLC 2026 Q1 5/12/2026
Temasek Holdings (Private) Ltd 2026 Q1 5/12/2026
CIBC Asset Management Inc 2026 Q1 5/12/2026
EDGAR LOMAX CO/VA 2026 Q1 5/12/2026
KAYNE ANDERSON CAPITAL ADVISORS LP 2026 Q1 5/11/2026
BERKSHIRE ASSET MANAGEMENT LLC/PA 2026 Q1 5/11/2026
WESTCO ADVISORY SERVICES INC /ADV 2026 Q1 5/11/2026
ONTARIO TEACHERS PENSION PLAN BOARD 2026 Q1 5/11/2026
UMB Bank, n.a. 2026 Q1 5/11/2026
BASS LEE M /TX/ 2026 Q1 5/11/2026
CADINHA & CO LLC 2026 Q1 5/11/2026
American Beacon Advisors, Inc. 2026 Q1 5/11/2026
ALLSTATE CORP 2026 Q1 5/11/2026
AMERICAN ASSETS INC 2026 Q1 5/11/2026
TRILLIUM ASSET MANAGEMENT, LLC 2026 Q1 5/11/2026
MUFG SECURITIES AMERICAS INC. 2026 Q1 5/11/2026
TRAVELERS COMPANIES, INC. 2026 Q1 5/11/2026
DELTA ASSET MANAGEMENT LLC/TN 2026 Q1 5/11/2026
MUFG Bank, Ltd. 2026 Q1 5/11/2026
NatWest Group plc 2026 Q1 5/11/2026
Haverford Trust Co 2026 Q1 5/11/2026
CITIGROUP INC 2026 Q1 5/11/2026
MIZUHO SECURITIES USA LLC 2026 Q1 5/11/2026
BECKER CAPITAL MANAGEMENT INC 2026 Q1 5/11/2026
PRIMECAP MANAGEMENT CO/CA/ 2026 Q1 5/11/2026