Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Steward Partners Investment Advisory, LLC 2026 Q1 5/8/2026
Valeo Financial Advisors, LLC 2026 Q1 5/8/2026
Entruity Wealth, LLC 2026 Q1 5/8/2026
MPS Loria Financial Planners, LLC 2026 Q1 5/8/2026
Fore Capital, LLC 2026 Q1 5/8/2026
Gigafund Management Company, LLC 2026 Q1 5/8/2026
AJU IB Investment Co., Ltd. 2026 Q1 5/8/2026
TPG Financial Advisors, LLC 2026 Q1 5/8/2026
TFO Wealth Partners, LLC 2026 Q1 5/8/2026
Technology Crossover Management IX, Ltd. 2026 Q1 5/8/2026
Capco Asset Management, LLC 2026 Q1 5/8/2026
McAdam, LLC 2026 Q1 5/8/2026
Mitsubishi UFJ Asset Management (UK) Ltd. 2026 Q1 5/8/2026
ARTHUR M. COHEN & ASSOCIATES, LLC 2026 Q1 5/8/2026
Russell Investments Group, Ltd. 2026 Q1 5/8/2026
Glenview Trust Co 2026 Q1 5/8/2026
OneDigital Investment Advisors LLC 2026 Q1 5/8/2026
REDW Wealth LLC 2026 Q1 5/8/2026
VANGUARD ASSET MANAGEMENT, Ltd 2026 Q1 5/8/2026
Matisse Capital 2026 Q1 5/8/2026
Curtis Advisory Group, LLC 2026 Q1 5/8/2026
DJE Kapital AG 2026 Q1 5/8/2026
First Affirmative Financial Network 2026 Q1 5/8/2026
Alphabet Inc. 2026 Q1 5/8/2026
Jackson, Grant Investment Advisers, Inc. 2026 Q1 5/8/2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2026 Q1 5/8/2026
Cypress Capital Management LLC (WY) 2026 Q1 5/8/2026
Private Advisory Group LLC 2026 Q1 5/8/2026
Amplify Investments, LLC 2026 Q1 5/8/2026
Leisure Capital Management 2026 Q1 5/8/2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2026 Q1 5/8/2026
Technology Crossover Management VIII, Ltd. 2026 Q1 5/8/2026
Long Road Investment Counsel, LLC 2026 Q1 5/8/2026
Triad Investment Management 2026 Q1 - RESTATEMENT 5/8/2026
EagleClaw Capital Managment, LLC 2026 Q1 5/8/2026
Moors & Cabot, Inc. 2026 Q1 5/8/2026
CROSBY Co OF NEW HAMPSHIRE LLC 2026 Q1 5/8/2026
JABODON PT CO 2026 Q1 5/8/2026
Notis-McConarty Edward 2026 Q1 5/8/2026
Notis-McConarty Edward 2026 Q1 - RESTATEMENT 5/8/2026
EMERGENCE GP PARTNERS, LLC 2026 Q1 5/8/2026
Vontobel Holding Ltd. 2026 Q1 5/8/2026
Central Asset Investments & Management Holdings (HK) Ltd 2026 Q1 5/8/2026
New England Private Wealth Advisors LLC 2026 Q1 5/8/2026
BCI SECURITIES, INC. 2026 Q1 5/8/2026
Beacon Capital Management, Inc. 2026 Q1 - RESTATEMENT 5/8/2026
Waterfall Asset Management, LLC 2026 Q1 5/8/2026
Camelot Portfolios, LLC 2026 Q1 5/8/2026
Idaho Trust Co 2026 Q1 5/8/2026
Divco West Real Estate Services, LLC 2026 Q1 5/8/2026
MACROVIEW INVESTMENT MANAGEMENT LLC 2026 Q1 5/8/2026
Vanguard Investments Australia, Ltd. 2026 Q1 5/8/2026
JW Asset Management, LLC 2026 Q1 5/8/2026
NewSquare Capital LLC 2026 Q1 5/8/2026
Uber Technologies, Inc 2026 Q1 5/8/2026
Baader Bank Aktiengesellschaft 2026 Q1 5/8/2026
Clayton, Dubilier & Rice, LLC 2026 Q1 5/8/2026
JGP Global Gestao de Recursos Ltda. 2026 Q1 5/8/2026
Accel XI Associates L.L.C. 2026 Q1 5/8/2026
Andra AP-fonden 2026 Q1 5/8/2026
Carlyle Group Inc. 2026 Q1 5/8/2026
Stelac Advisory Services LLC 2026 Q1 5/8/2026
TRB Advisors LP 2026 Q1 5/8/2026
SPROTT INC. 2026 Q1 5/8/2026
AlpInvest Partners B.V. 2026 Q1 5/8/2026
SG Capital Management LLC 2026 Q1 5/8/2026
Summit Asset Management, LLC 2026 Q1 5/8/2026
KELLEHER FINANCIAL ADVISORS 2026 Q1 5/8/2026
Bulldog Investors, LLP 2026 Q1 5/8/2026
BloombergSen Inc. 2026 Q1 5/8/2026
JBF Capital, Inc. 2026 Q1 5/8/2026
Belfer Management LLC 2026 Q1 5/8/2026
Saratoga Research & Investment Management 2026 Q1 5/8/2026
Investure, LLC 2026 Q1 5/8/2026
Roundview Capital LLC 2026 Q1 5/8/2026
Minot DeBlois Advisors LLC 2026 Q1 5/8/2026
NUANCE INVESTMENTS, LLC 2026 Q1 5/8/2026
Empery Asset Management, LP 2026 Q1 5/8/2026
INTACT INVESTMENT MANAGEMENT INC. 2026 Q1 5/8/2026
ACT CAPITAL MANAGEMENT, LLC 2026 Q1 5/8/2026
Strategic Financial Services, Inc. 2026 Q1 5/8/2026
Truepoint, Inc. 2026 Q1 5/8/2026
Pinnacle Holdings, LLC 2026 Q1 5/8/2026
Miller Investment Management, LP 2026 Q1 5/8/2026
Mathes Company, Inc. 2026 Q1 5/8/2026
Palisades Hudson Asset Management, L.P. 2026 Q1 5/8/2026
Marble Harbor Investment Counsel, LLC 2026 Q1 5/8/2026
Tieton Capital Management, LLC 2026 Q1 5/8/2026
ALPS ADVISORS INC 2026 Q1 5/8/2026
GSA CAPITAL PARTNERS LLP 2026 Q1 5/8/2026
Fund Evaluation Group, LLC 2026 Q1 5/8/2026
Fidelity National Financial, Inc. 2026 Q1 5/8/2026
Cornerstone Investment Partners, LLC 2026 Q1 5/8/2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 2026 Q1 5/8/2026
Suncoast Equity Management 2026 Q1 5/8/2026
Bristlecone Value Partners, LLC 2026 Q1 5/8/2026
Maple Capital Management, Inc. 2026 Q1 5/8/2026
America First Investment Advisors, LLC 2026 Q1 5/8/2026
BOYAR ASSET MANAGEMENT INC. 2026 Q1 5/8/2026
SOMERVILLE KURT F 2026 Q1 5/8/2026