Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
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
Jasper Ridge Partners, L.P. 2026 Q1 5/11/2026
Empower Annuity Insurance Co 2026 Q1 5/11/2026
ATLAS CAPITAL ADVISORS INC. 2026 Q1 5/11/2026
GFS Advisors, LLC 2026 Q1 - NEW HOLDINGS 5/11/2026
Cincinnati Specialty Underwriters Insurance CO 2026 Q1 5/11/2026
Scheer, Rowlett & Associates Investment Management Ltd. 2026 Q1 5/11/2026
PCJ Investment Counsel Ltd. 2026 Q1 5/11/2026
WealthTrust Axiom LLC 2026 Q1 5/11/2026
BISLETT MANAGEMENT, LLC 2026 Q1 5/11/2026
GRANVILLE CAPITAL, INC. 2026 Q1 5/11/2026
CASTLEKEEP INVESTMENT ADVISORS LLC 2026 Q1 5/11/2026
WBI INVESTMENTS, LLC 2026 Q1 5/11/2026
Manchester Capital Management LLC 2026 Q1 5/11/2026
L & S Advisors Inc 2026 Q1 5/11/2026
American Assets Investment Management, LLC 2026 Q1 5/11/2026
Walleye Trading LLC 2026 Q1 5/11/2026
Boston Partners 2026 Q1 5/11/2026
Atle Fund Management AB 2026 Q1 5/11/2026
HBK Sorce Advisory LLC 2026 Q1 5/11/2026
NORGES BANK 2026 Q1 5/11/2026
NORGES BANK 2025 Q1 - NEW HOLDINGS 5/11/2026
MAKENA CAPITAL MANAGEMENT LLC 2026 Q1 5/11/2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2026 Q1 5/11/2026
INTEGRITY ALLIANCE, LLC. 2026 Q1 5/11/2026
LOCUST WOOD CAPITAL ADVISERS, LLC 2026 Q1 5/11/2026
Haverford Financial Services, Inc. 2026 Q1 5/11/2026
C V STARR & CO INC 2026 Q1 5/11/2026
STONE POINT CAPITAL LLC 2026 Q1 5/11/2026
Foyston, Gordon & Payne Inc 2026 Q1 5/11/2026
Foyston, Gordon & Payne Inc 2026 Q1 - RESTATEMENT 5/11/2026
Kidder Stephen W 2026 Q1 5/11/2026
Linscomb Wealth, Inc. 2026 Q1 5/11/2026
SCS Capital Management LLC 2026 Q1 5/11/2026
Sustainable Growth Advisers, LP 2026 Q1 5/11/2026
UNITED BANK 2026 Q1 5/11/2026
SUMMITRY LLC 2026 Q1 5/11/2026
CINCINNATI CASUALTY CO 2026 Q1 5/11/2026
CINCINNATI INDEMNITY CO 2026 Q1 5/11/2026
CINCINNATI INSURANCE CO 2026 Q1 5/11/2026
WRAPMANAGER INC 2026 Q1 5/11/2026
BASS SID R 2026 Q1 5/11/2026
ENDEAVOUR CAPITAL ADVISORS INC 2026 Q1 5/11/2026
HUSSMAN STRATEGIC ADVISORS, INC. 2026 Q1 5/11/2026
WESTFIELD CAPITAL MANAGEMENT CO LP 2026 Q1 5/11/2026
STEINBERG ASSET MANAGEMENT LLC 2026 Q1 5/11/2026
EQUITEC PROPRIETARY MARKETS, LLC 2026 Q1 5/11/2026
WHITE PINE CAPITAL LLC 2026 Q1 5/11/2026
STEVENS CAPITAL MANAGEMENT LP 2026 Q1 5/11/2026
ALLIANZ SE 2026 Q1 5/11/2026
HALL CAPITAL MANAGEMENT CO INC 2026 Q1 5/11/2026
HARVEY CAPITAL MANAGEMENT INC 2026 Q1 5/11/2026
ALTA CAPITAL MANAGEMENT LLC/ 2026 Q1 5/11/2026
VANTAGEPOINT INVESTMENT ADVISERS LLC 2026 Q1 5/11/2026
LONGVIEW ASSET MANAGEMENT, LLC 2026 Q1 5/11/2026
CONDOR CAPITAL MANAGEMENT 2026 Q1 5/11/2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 2026 Q1 5/11/2026
MITCHELL CAPITAL MANAGEMENT CO 2026 Q1 5/11/2026
SCHULHOFF & CO INC 2026 Q1 5/11/2026
LCNB CORP 2026 Q1 5/11/2026
CHILTON CAPITAL MANAGEMENT LLC 2026 Q1 5/11/2026
CLARK ESTATES INC/NY 2026 Q1 5/11/2026
FEDERATED HERMES, INC. 2026 Q1 5/11/2026
TD ASSET MANAGEMENT INC 2026 Q1 5/11/2026
NOMURA ASSET MANAGEMENT CO LTD 2026 Q1 5/11/2026
LSV ASSET MANAGEMENT 2026 Q1 5/11/2026
ING GROEP NV 2026 Q1 5/11/2026
EVERETT HARRIS & CO /CA/ 2026 Q1 5/11/2026
COMMERCE BANK 2026 Q1 5/11/2026
THOMPSON SIEGEL & WALMSLEY LLC 2026 Q1 5/11/2026
BOKF, NA 2026 Q1 5/8/2026
Jefferies Financial Group Inc. 2026 Q1 5/8/2026
VANGUARD ADVISERS INC 2026 Q1 5/8/2026
PACIFIC SUN FINANCIAL CORP 2026 Q1 5/8/2026
HOMESTEAD ADVISERS CORP 2026 Q1 5/8/2026
GARDNER LEWIS ASSET MANAGEMENT L P 2026 Q1 5/8/2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2026 Q1 5/8/2026
VANGUARD FIDUCIARY TRUST CO 2026 Q1 5/8/2026
MIDDLETON & CO INC/MA 2026 Q1 5/8/2026
AMALGAMATED BANK 2026 Q1 5/8/2026
GLYNN CAPITAL MANAGEMENT LLC 2026 Q1 5/8/2026
BLAIR WILLIAM & CO/IL 2026 Q1 5/8/2026
Banco Santander, S.A. 2026 Q1 5/8/2026
SENTRY INVESTMENT MANAGEMENT LLC 2026 Q1 5/8/2026
GILEAD SCIENCES, INC. 2026 Q1 5/8/2026
REGENERON PHARMACEUTICALS, INC. 2026 Q1 5/8/2026
MARVIN & PALMER ASSOCIATES INC 2026 Q1 5/8/2026
Penn Mutual Asset Management 2026 Q1 5/8/2026
SUMMIT PARTNERS L P 2026 Q1 5/8/2026
SYM FINANCIAL Corp 2026 Q1 5/8/2026
Legal & General Group Plc 2026 Q1 5/8/2026
COMPASS CAPITAL CORP /MA/ /ADV 2026 Q1 5/8/2026
PNC FINANCIAL SERVICES GROUP, INC. 2026 Q1 5/8/2026