Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
HOWARD WEALTH MANAGEMENT, LLC 2026 Q1 5/11/2026
Sargent Investment Group, LLC 2026 Q1 5/11/2026
Salomon & Ludwin, LLC 2026 Q1 5/11/2026
EASTERLY INVESTMENT PARTNERS LLC 2026 Q1 5/11/2026
PRUDENT INVESTORS NETWORK, INC. 2026 Q1 5/11/2026
New Age Alpha Advisors, LLC 2026 Q1 5/11/2026
Walleye Capital LLC 2026 Q1 5/11/2026
Andera Partners 2026 Q1 5/11/2026
NKCFO LLC 2026 Q1 5/11/2026
United Capital Management of KS, Inc. 2026 Q1 5/11/2026
Brand Asset Management Group, Inc. 2026 Q1 5/11/2026
FOUNDATIONS INVESTMENT ADVISORS, LLC 2026 Q1 5/11/2026
Elo Mutual Pension Insurance Co 2026 Q1 5/11/2026
Semanteon Capital Management, LP 2026 Q1 5/11/2026
Claret Asset Management Corp 2026 Q1 5/11/2026
Arnhold LLC 2026 Q1 5/11/2026
Biltmore Family Office, LLC 2026 Q1 5/11/2026
Rinkey Investments 2026 Q1 5/11/2026
Georgetown University 2026 Q1 5/11/2026
FIDUCIENT ADVISORS LLC 2026 Q1 5/11/2026
MainStreet Investment Advisors LLC 2026 Q1 5/11/2026
Strategic Family Wealth Counselors, L.L.C. 2026 Q1 5/11/2026
SYCOMORE ASSET MANAGEMENT 2026 Q1 5/11/2026
Eldridge Investment Advisors, Inc. 2026 Q1 5/11/2026
Alamea Verwaltungs GmbH 2026 Q1 5/11/2026
Pinnacle Wealth Planning Services, Inc. 2026 Q1 5/11/2026
Bell & Brown Wealth Advisors, LLC 2026 Q1 5/11/2026
Fairfield University 2026 Q1 5/11/2026
Mountain Capital Investment Advisors Inc. 2026 Q1 5/11/2026
GenWealth Group, Inc. 2026 Q1 5/11/2026
Jordan Park Group LLC 2026 Q1 5/11/2026
CFO4Life Group, LLC 2026 Q1 5/11/2026
Bass Edward P 2026 Q1 5/11/2026
KALEIDOSCOPE CAPITAL LP 2026 Q1 5/11/2026
E-L Financial Corp Ltd 2026 Q1 5/11/2026
ICICI Prudential Asset Management Co Ltd 2026 Q1 5/11/2026
Northwest Quadrant Wealth Management, LLC 2026 Q1 5/11/2026
PIER 88 INVESTMENT PARTNERS LLC 2026 Q1 5/11/2026
Shepherd Financial Partners LLC 2026 Q1 5/11/2026
VALUE HOLDINGS MANAGEMENT CO. LLC 2026 Q1 5/11/2026
Vitruvian Partners LLP 2026 Q1 5/11/2026
International City Management Association Retirement Corp 2026 Q1 5/11/2026
Knights of Columbus Asset Advisors LLC 2026 Q1 5/11/2026
Phoenix Financial Ltd. 2026 Q1 5/11/2026
William Marsh Rice University 2026 Q1 5/11/2026
Aptus Capital Advisors, LLC 2026 Q1 5/11/2026
NS Partners Ltd 2026 Q1 5/11/2026
First Affirmative Financial Network 2026 Q1 - RESTATEMENT 5/11/2026
MUFG SECURITIES (CANADA), LTD. 2026 Q1 5/11/2026
Ciovacco Capital Management LLC 2026 Q1 5/11/2026
QUADRANT CAPITAL GROUP LLC 2026 Q1 5/11/2026
Fiduciary Group, LLC 2026 Q1 5/11/2026
Ellevest, Inc. 2026 Q1 5/11/2026
LGT CAPITAL PARTNERS LTD. 2026 Q1 5/11/2026
Empire Life Investments Inc. 2026 Q1 5/11/2026
Starr Indemnity & Liability Co 2026 Q1 5/11/2026
Hedeker Wealth, LLC 2026 Q1 5/11/2026
McGowan Group Asset Management, Inc. 2026 Q1 5/11/2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2026 Q1 5/11/2026
Graticule Asia Macro Advisors LLC 2026 Q1 5/11/2026
Ironsides Asset Advisors, LLC 2026 Q1 5/11/2026
Caprock Group, LLC 2026 Q1 5/11/2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2026 Q1 5/11/2026
Glendon Capital Management LP 2026 Q1 5/11/2026
MCF Advisors LLC 2026 Q1 5/11/2026
Troy Asset Management Ltd 2026 Q1 5/11/2026
American Money Management, LLC 2026 Q1 5/11/2026
ROBINSON CAPITAL MANAGEMENT, LLC 2026 Q1 5/11/2026
Shoker Investment Counsel, Inc. 2026 Q1 5/11/2026
Gulf International Bank (UK) Ltd 2026 Q1 5/11/2026
MUFG Securities EMEA plc 2026 Q1 5/11/2026
PECAUT & CO. 2026 Q1 5/11/2026
Loudon Investment Management, LLC 2026 Q1 5/11/2026
Connor, Clark & Lunn Investment Management Ltd. 2026 Q1 5/11/2026
Penserra Capital Management LLC 2026 Q1 5/11/2026
Pacific Ridge Capital Partners, LLC 2026 Q1 5/11/2026
Municipal Employees' Retirement System of Michigan 2026 Q1 5/11/2026
Global Alpha Capital Management Ltd. 2026 Q1 5/11/2026
LDR Capital Management LLC 2026 Q1 5/11/2026
Vulcan Value Partners, LLC 2026 Q1 5/11/2026
Spark Investment Management LLC 2026 Q1 5/11/2026
LYRICAL ASSET MANAGEMENT LP 2026 Q1 5/11/2026
Madden Advisory Services, Inc. 2026 Q1 5/11/2026
Glaxis Capital Management, LLC 2026 Q1 5/11/2026
Richmond Brothers, Inc. 2026 Q1 5/11/2026
Waratah Capital Advisors Ltd. 2026 Q1 5/11/2026
Crossmark Global Holdings, Inc. 2026 Q1 5/11/2026
Jackson Wealth Management, LLC 2026 Q1 5/11/2026
Krane Funds Advisors LLC 2026 Q1 5/11/2026
Allianz Asset Management GmbH 2026 Q1 5/11/2026
Parametrica Management Ltd 2026 Q1 5/11/2026
CSU Producer Resources, Inc. 2026 Q1 5/11/2026
Wellesley Asset Management 2026 Q1 5/11/2026
Drexel Morgan & Co. 2026 Q1 5/11/2026
Portland Global Advisors LLC 2026 Q1 5/11/2026
Accuvest Global Advisors 2026 Q1 5/11/2026
Rock Creek Group LLC 2026 Q1 5/11/2026
TD Capital Management LLC 2026 Q1 5/11/2026
FARLEY CAPITAL L.P. 2026 Q1 5/11/2026
RiverFront Investment Group, LLC 2026 Q1 5/11/2026