Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
LOS ANGELES CAPITAL MANAGEMENT LLC 2026 Q1 5/8/2026
DAIDO LIFE INSURANCE CO 2026 Q1 5/8/2026
PRINCETON CAPITAL MANAGEMENT LLC 2026 Q1 5/8/2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2026 Q1 5/8/2026
DENALI ADVISORS LLC 2026 Q1 5/8/2026
PRIVATE MANAGEMENT GROUP INC 2026 Q1 5/8/2026
DAVIDSON INVESTMENT ADVISORS 2026 Q1 - RESTATEMENT 5/8/2026
BUCKHEAD CAPITAL MANAGEMENT LLC 2026 Q1 5/8/2026
LOGAN CAPITAL MANAGEMENT INC 2026 Q1 5/8/2026
BARD ASSOCIATES INC 2026 Q1 5/8/2026
BURKE & HERBERT BANK & TRUST CO 2026 Q1 5/8/2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2026 Q1 5/8/2026
BAILLIE GIFFORD & CO 2026 Q1 5/8/2026
INTECH INVESTMENT MANAGEMENT LLC 2026 Q1 5/8/2026
COLDSTREAM CAPITAL MANAGEMENT INC 2026 Q1 5/8/2026
MARCO INVESTMENT MANAGEMENT LLC 2026 Q1 5/8/2026
Asset Management One Co., Ltd. 2026 Q1 5/8/2026
Walmart Inc. 2026 Q1 5/8/2026
KAHN BROTHERS GROUP INC 2026 Q1 5/8/2026
SANDS CAPITAL MANAGEMENT, LLC 2026 Q1 5/8/2026
Smithfield Trust Co 2026 Q1 5/8/2026
DOHENY ASSET MANAGEMENT /CA 2026 Q1 5/7/2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 2026 Q1 5/7/2026
ALLEN HOLDING INC /NY 2026 Q1 5/7/2026
HANOVER ADVISORS INC 2026 Q1 5/7/2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2026 Q1 5/7/2026
SAGE FINANCIAL GROUP INC 2026 Q1 5/7/2026
Alexander Randolph Advisory, Inc. 2026 Q1 5/7/2026
BAHL & GAYNOR INC 2026 Q1 5/7/2026
NAVELLIER & ASSOCIATES INC 2026 Q1 5/7/2026
WASHINGTON TRUST BANK 2026 Q1 5/7/2026
ROTHSCHILD INVESTMENT LLC 2026 Q1 5/7/2026
COMMERZBANK AKTIENGESELLSCHAFT /FI 2026 Q1 5/7/2026
SOUND SHORE MANAGEMENT INC /CT/ 2026 Q1 5/7/2026
MEEDER ASSET MANAGEMENT INC 2026 Q1 5/7/2026
REAVES W H & CO INC 2026 Q1 5/7/2026
NEW YORK LIFE INSURANCE CO 2026 Q1 5/7/2026
PLANNING ALTERNATIVES LTD /ADV 2026 Q1 5/7/2026
CVS HEALTH Corp 2026 Q1 5/7/2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 2026 Q1 5/7/2026
DIMENSIONAL FUND ADVISORS LP 2026 Q1 5/7/2026
UNIVERSITY OF CHICAGO 2026 Q1 5/7/2026
TERRIL BROTHERS, INC. 2026 Q1 5/7/2026
LOWE BROCKENBROUGH & CO INC 2026 Q1 5/7/2026
CFG Wealth Management Services, Inc. 2026 Q1 5/7/2026
CFG Wealth Management Services, Inc. 2025 Q4 5/7/2026
Bucket List Wealth Management, LLC 2026 Q1 5/7/2026
Bucket List Wealth Management, LLC 2025 Q4 5/7/2026
TrustWell Financial Advisors, LLC 2026 Q1 5/7/2026
TrustWell Financial Advisors, LLC 2025 Q4 5/7/2026
Forum Finance Group S.A. 2026 Q1 5/7/2026
Decker Wealth Management LLC 2026 Q1 5/7/2026
Z3 Capital Partners, LLC 2026 Q1 5/7/2026
Z3 Capital Partners, LLC 2025 Q4 5/7/2026
SEB Asset Management AB 2026 Q1 5/7/2026
Oak Barrel Wealth Advisory LLC 2025 Q4 5/7/2026
ACTION POINT FINANCIAL PLANNING, LLC 2026 Q1 5/7/2026
Blind Man Capital, LLC 2026 Q1 5/7/2026
MISHPACHA HOLDINGS CORP 2026 Q1 5/7/2026
Alchemi Wealth, LLC 2026 Q1 5/7/2026
Eurizon Asset Management Hungary Ltd. 2026 Q1 5/7/2026
Danmarks Nationalbank 2026 Q1 5/7/2026
Samara Investment Management, LLC 2026 Q1 5/7/2026
TANDEMGROWTH FINANCIAL ADVISORS LLC 2026 Q1 5/7/2026
Arsenal Capital Advisors LLC 2026 Q1 5/7/2026
Eurizon Asset Management Slovakia, sprav. spol., a.s. 2026 Q1 5/7/2026
SUMMITPOINT CAPITAL MANAGEMENT 2026 Q1 5/7/2026
Royal Palms Capital LLC 2026 Q1 5/7/2026
Richard Young Associates, Ltd. 2026 Q1 5/7/2026
Key Capital Management, INC 2026 Q1 5/7/2026
Jefferson Bridge Capital, LLC 2026 Q1 5/7/2026
Cannon Capital Management, Inc. 2026 Q1 5/7/2026
Missouri Education Pension Trust 2026 Q1 5/7/2026
Basepoint Wealth LLC 2026 Q1 5/7/2026
Momentum Wealth Planning, LLC 2026 Q1 5/7/2026
Argyle Capital Partners, LLC 2026 Q1 5/7/2026
Alpha Zero LLC 2026 Q1 5/7/2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC 2026 Q1 5/7/2026
Vision Retirement, LLC 2025 Q4 5/7/2026
Vision Retirement, LLC 2026 Q1 5/7/2026
ALLIUM FINANCIAL ADVISORS, LLC 2026 Q1 5/7/2026
HF Capital, LLC 2026 Q1 5/7/2026
BINGHAM PRIVATE WEALTH, LLC 2026 Q1 5/7/2026
LIBERTY SQUARE WEALTH PARTNERS LLC 2026 Q1 5/7/2026
Everest Management Corp. 2026 Q1 5/7/2026
Premier Private Wealth Management LLC 2026 Q1 5/7/2026
SAGESPRING WEALTH PARTNERS, LLC 2026 Q1 5/7/2026
May Hill Capital, LLC 2025 Q4 - RESTATEMENT 5/7/2026
Marshall & Sterling Wealth Advisors Inc. 2026 Q1 5/7/2026
Intellus Advisors LLC 2026 Q1 5/7/2026
Pillar Financial Advisors, LLC 2026 Q1 5/7/2026
one8zero8, LLC 2026 Q1 5/7/2026
BEARING POINT CAPITAL, LLC 2026 Q1 5/7/2026
Flavin Financial Services, Inc. 2026 Q1 5/7/2026
OFC FINANCIAL PLANNING, LLC 2026 Q1 5/7/2026
T3 Companies, LLC 2026 Q1 5/7/2026
CONQUIS FINANCIAL LLC 2026 Q1 5/7/2026
FLORIDA FINANCIAL ADVISORS, LLC 2026 Q1 5/7/2026
XXI WEALTH, LLC 2026 Q1 5/7/2026
Legacy Wealth Managment, LLC/ID 2026 Q1 5/7/2026