Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Pacific Wealth Management 2026 Q1 5/5/2026
Bancreek Capital Management, LP 2026 Q1 5/5/2026
Privium Fund Management (UK) Ltd 2026 Q1 5/5/2026
Oder Investment Management, LLC 2026 Q1 5/5/2026
CORRECT CAPITAL WEALTH MANAGEMENT 2026 Q1 5/5/2026
Alta Wealth Advisors LLC 2026 Q1 5/5/2026
4J Wealth Management LLC 2026 Q1 5/5/2026
Journey Advisory Group, LLC 2026 Q1 5/5/2026
Linden Rose Investment LLC 2026 Q1 5/5/2026
Hexagon Capital Partners LLC 2026 Q1 5/5/2026
Jackson Creek Investment Advisors LLC 2026 Q1 5/5/2026
BCGM Wealth Management, LLC 2026 Q1 5/5/2026
One Day In July LLC 2026 Q1 5/5/2026
Zeit Capital LLC 2026 Q1 5/5/2026
Adaptive Financial Consulting, LLC 2026 Q1 5/5/2026
MADDEN SECURITIES Corp 2026 Q1 5/5/2026
N.E.W. Advisory Services LLC 2026 Q1 5/5/2026
HC Advisors, LLC 2026 Q1 5/5/2026
Soundwatch Capital LLC 2026 Q1 5/5/2026
Marks Group Wealth Management, Inc 2026 Q1 5/5/2026
SteelPeak Wealth, LLC 2026 Q1 5/5/2026
Privium Fund Management B.V. 2026 Q1 5/5/2026
Net Worth Advisory Group 2026 Q1 5/5/2026
DELTA FINANCIAL ADVISORS LLC 2026 Q1 5/5/2026
Williams Jones Wealth Management, LLC. 2026 Q1 5/5/2026
NAN FUNG TRINITY (HK) Ltd 2026 Q1 5/5/2026
Sanctuary Advisors, LLC 2026 Q1 5/5/2026
Frisch Financial Group, Inc. 2026 Q1 5/5/2026
Aisling Capital Management LP 2026 Q1 5/5/2026
Geneos Wealth Management Inc. 2026 Q1 5/5/2026
Wealthfront Advisers LLC 2026 Q1 5/5/2026
Evergreen Advisors, LLC 2026 Q1 5/5/2026
Valtinson Bruner Financial Planning LLC 2026 Q1 5/5/2026
Black Diamond Financial, LLC 2026 Q1 5/5/2026
Silphium Asset Management Ltd 2026 Q1 5/5/2026
Clarity Asset Management, Inc. 2026 Q1 5/5/2026
Portfolio Strategies, Inc. 2026 Q1 5/5/2026
Vectors Research Management, LLC 2026 Q1 5/5/2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2026 Q1 5/5/2026
Providence Wealth Advisors, LLC 2026 Q1 5/5/2026
Aspiring Ventures, LLC 2026 Q1 5/5/2026
Yong Rong (HK) Asset Management Ltd 2026 Q1 5/5/2026
LFA - Lugano Financial Advisors SA 2026 Q1 5/5/2026
Sherman Asset Management, Inc. 2026 Q1 5/5/2026
Howard Capital Management Inc. 2026 Q1 5/5/2026
Altman Advisors, Inc. 2026 Q1 5/5/2026
Aubrey Capital Management Ltd 2026 Q1 5/5/2026
Midwest Professional Planners, LTD. 2026 Q1 5/5/2026
Holistic Financial Partners 2026 Q1 5/5/2026
Smart Money Group LLC 2026 Q1 5/5/2026
HELIOS CAPITAL MANAGEMENT PTE. LTD 2026 Q1 5/5/2026
Truxt Investmentos Ltda. 2026 Q1 5/5/2026
Legacy Advisors, LLC 2026 Q1 5/5/2026
Providence First Trust Co 2026 Q1 5/5/2026
Brickley Wealth Management 2026 Q1 5/5/2026
Ackerman Capital Advisors, LLC 2026 Q1 5/5/2026
Local Pensions Partnership Investment Ltd 2026 Q1 5/5/2026
Varma Mutual Pension Insurance Co 2026 Q1 5/5/2026
Flaharty Asset Management, LLC 2026 Q1 5/5/2026
Seafarer Capital Partners, LLC 2026 Q1 5/5/2026
Fusion Family Wealth, LLC 2026 Q1 5/5/2026
PFG Advisors 2026 Q1 5/5/2026
Robinson Value Management, Ltd. 2026 Q1 5/5/2026
Northcape Capital Pty Ltd 2026 Q1 5/5/2026
STOREBRAND ASSET MANAGEMENT AS 2026 Q1 5/5/2026
Almanack Investment Partners, LLC. 2026 Q1 5/5/2026
Mass General Brigham, Inc 2026 Q1 5/5/2026
Gilbert & Cook, Inc. 2026 Q1 5/5/2026
Compass Financial Group, Inc. 2026 Q1 5/5/2026
Garda Capital Partners LP 2026 Q1 5/5/2026
Longitude (Cayman) Ltd. 2026 Q1 5/5/2026
Mandatum Life Insurance Co Ltd 2026 Q1 5/5/2026
Quartz Partners, LLC 2026 Q1 5/5/2026
Capital Investment Advisory Services, LLC 2026 Q1 5/5/2026
ANTIPODES PARTNERS Ltd 2026 Q1 5/5/2026
Avanda Investment Management Pte. Ltd. 2026 Q1 5/5/2026
Alta Fundamental Advisers LLC 2026 Q1 5/5/2026
Park Avenue Institutional Advisers LLC 2026 Q1 5/5/2026
Price Capital Management, Inc. 2026 Q1 5/5/2026
Eukles Asset Management 2026 Q1 5/5/2026
UBS Group AG 2026 Q1 5/5/2026
SIGNET FINANCIAL MANAGEMENT, LLC 2026 Q1 5/5/2026
Tortoise Investment Management, LLC 2026 Q1 5/5/2026
Advisors Preferred, LLC 2026 Q1 5/5/2026
Blackhawk Capital Partners, LLC 2026 Q1 5/5/2026
W.G. Shaheen & Associates DBA Whitney & Co 2026 Q1 5/5/2026
Versant Venture Management, LLC 2026 Q1 5/5/2026
Eos Management, L.P. 2026 Q1 5/5/2026
New Harbor Financial Group, LLC 2026 Q1 5/5/2026
Livforsakringsbolaget Skandia, Omsesidigt 2026 Q1 5/5/2026
Bank Julius Baer & Co. Ltd, Zurich 2026 Q1 5/5/2026
Mraz, Amerine & Associates, Inc. 2026 Q1 5/5/2026
Illinois Municipal Retirement Fund 2026 Q1 5/5/2026
Atria Investments, Inc 2026 Q1 5/5/2026
Zweig-DiMenna Associates LLC 2026 Q1 5/5/2026
CapWealth Advisors, LLC 2026 Q1 5/5/2026
Western Standard LLC 2026 Q1 5/5/2026
Clear Harbor Asset Management, LLC 2026 Q1 5/5/2026
Westover Capital Advisors, LLC 2026 Q1 5/5/2026
State of New Jersey Common Pension Fund D 2026 Q1 5/5/2026