Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Power Corp of Canada 2026 Q1 5/15/2026
CARRET ASSET MANAGEMENT, LLC 2026 Q1 5/15/2026
HANCOCK WHITNEY CORP 2026 Q1 5/15/2026
RESOURCES MANAGEMENT CORP /CT/ /ADV 2026 Q1 5/15/2026
AMERICAN CENTURY COMPANIES INC 2026 Q1 5/15/2026
Ventas, Inc. 2026 Q1 5/15/2026
FIRST MANHATTAN CO. LLC. 2026 Q1 5/15/2026
Laird Norton Wetherby Trust Company, LLC 2026 Q1 5/15/2026
CITY NATIONAL BANK OF FLORIDA /MSD 2026 Q1 5/15/2026
ATALANTA SOSNOFF CAPITAL, LLC 2026 Q1 5/15/2026
American Airlines Group Inc. 2026 Q1 5/15/2026
LOEWS CORP 2026 Q1 5/15/2026
HUNTINGTON NATIONAL BANK 2026 Q1 5/15/2026
HUNTINGTON BANCSHARES INC /MD/ 2026 Q1 5/15/2026
US BANCORP \DE\ 2026 Q1 5/15/2026
FIDUCIARY TRUST CO 2026 Q1 5/15/2026
FRED ALGER MANAGEMENT, LLC 2026 Q1 5/15/2026
FRONTIER CAPITAL MANAGEMENT CO LLC 2026 Q1 5/15/2026
FIL Ltd 2026 Q1 5/15/2026
BANK OF HAWAII 2026 Q1 5/15/2026
FMR LLC 2026 Q1 5/15/2026
BARCLAYS PLC 2026 Q1 5/15/2026
DELTA AIR LINES, INC. 2026 Q1 5/15/2026
INDEPENDENT FINANCIAL GROUP, LLC 2025 Q2 5/15/2026
INDEPENDENT FINANCIAL GROUP, LLC 2025 Q3 5/15/2026
INDEPENDENT FINANCIAL GROUP, LLC 2025 Q4 5/15/2026
INDEPENDENT FINANCIAL GROUP, LLC 2026 Q1 - RESTATEMENT 5/15/2026
SIMA Wealth Partners, LLC 2026 Q1 5/15/2026
Ares Systematic Credit Ltd 2026 Q1 5/15/2026
Madrid Financial Services 2026 Q1 5/15/2026
Seal Cove Capital, LLC 2025 Q4 5/15/2026
Seal Cove Capital, LLC 2026 Q1 5/15/2026
Walsh & Associates, LLC 2026 Q1 5/15/2026
Coral Wealth Management, LLC 2026 Q1 5/15/2026
CapitalatWork S.A. 2026 Q1 5/15/2026
Isabella Capital Management LLP 2025 Q4 5/15/2026
Isabella Capital Management LLP 2026 Q1 5/15/2026
Cedrus Wealth Group LLC 2026 Q1 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2019 Q4 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2019 Q3 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2019 Q2 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2019 Q1 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2020 Q4 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2020 Q3 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2020 Q2 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2020 Q1 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2021 Q4 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2021 Q3 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2021 Q2 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2021 Q1 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2022 Q4 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2022 Q3 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2022 Q2 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2022 Q1 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2023 Q4 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2023 Q3 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2023 Q2 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2023 Q1 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2024 Q3 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2024 Q2 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2024 Q1 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2024 Q4 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2025 Q1 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2025 Q4 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2025 Q3 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2025 Q2 5/15/2026
Kentucky Farm Bureau Mutual Insurance Co 2026 Q1 5/15/2026
Crystal Cove Asset Management, LLC 2026 Q1 5/15/2026
Cerity Partners Retirement Plan Advisors LLC 2026 Q1 5/15/2026
Sanchez Levi Garrett 2026 Q1 5/15/2026
Anther Capital Ltd 2026 Q1 5/15/2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2026 Q1 5/15/2026
Spear Advisors LLC 2026 Q1 5/15/2026
CNA FINANCIAL CORP 2026 Q1 5/15/2026
PURSUIT WEALTH STRATEGIES, LLC 2026 Q1 5/15/2026
Ahara Advisors LLC 2026 Q1 5/15/2026
Lifetime Wealth Management P.C. 2026 Q1 5/15/2026
Purpose Unlimited Inc. 2026 Q1 5/15/2026
Broadhurst Jeffrey B 2025 Q4 5/15/2026
Rubicon Advisors, GP 2026 Q1 5/15/2026
Sentinel Dome Partners, LLC 2026 Q1 5/15/2026
JMN Financial LLC 2026 Q1 5/15/2026
JMN Financial LLC 2025 Q4 5/15/2026
RIHO Partners, LLC 2026 Q1 5/15/2026
Framtiden Holdings Management Co LLC 2026 Q1 5/15/2026
LARCH CAPITAL PARTNERS LLC 2026 Q1 5/15/2026
SIP Global Opportunity Manager LLC 2026 Q1 5/15/2026
Civilization Ventures Management, LLC 2026 Q1 5/15/2026
Capstone Wealth Management, Inc. 2026 Q1 5/15/2026
Van Diest Capital, LLC 2026 Q1 5/15/2026
Creek Drive Management Group LLC 2026 Q1 5/15/2026
Legend Capital Advisors LLC 2026 Q1 5/15/2026
Laura & John Arnold Foundation 2026 Q1 5/15/2026
Buckley Capital Advisors, LLC 2026 Q1 5/15/2026
Ishara Investments LP 2026 Q1 5/15/2026
Silver Grove Financial Group, Inc. 2026 Q1 5/15/2026
Quattro Advisors LLC 2026 Q1 5/15/2026
MAC Alpha Capital Management, LP 2026 Q1 5/15/2026
Intesa Sanpaolo Wealth Management 2026 Q1 5/15/2026
Steffes Financial, Ltd. 2026 Q1 5/15/2026