Newest 13F Forms Filed Since 4/1/2026

Manager Period Date Filed
Broadfin Holdings LLC 2026 Q1 5/15/2026
Markin Asset Management, LP 2026 Q1 5/15/2026
Wealth Analytics Partners, LLC 2026 Q1 5/15/2026
Excelsior Advisor Network LLC 2026 Q1 5/15/2026
BFI Wealth Solutions, LLC 2026 Q1 5/15/2026
Andrews Advisory Associates, LLC 2026 Q1 5/15/2026
Ark Wealth Advisors LLC 2026 Q1 5/15/2026
Walsky Investment Management, Inc. 2026 Q1 5/15/2026
EFG International AG 2026 Q1 5/15/2026
Castlefield Investment Partners LLP 2026 Q1 5/15/2026
Knox Lane LP 2026 Q1 5/15/2026
Titan Wealth (CI) Ltd 2026 Q1 5/15/2026
BALANCE CAPITAL PARTNERS L.P. 2026 Q1 5/15/2026
Briggs Wealth Management, Inc 2026 Q1 5/15/2026
Trask Adam Roland 2026 Q1 5/15/2026
INTERCAPITAL, LLC 2026 Q1 5/15/2026
Colter Lewis Investment Partners LLC 2026 Q1 5/15/2026
Themes Management Co LLC 2026 Q1 5/15/2026
River Bend Holdings, LLC 2026 Q1 5/15/2026
Founders Fund Growth II Management, LP 2026 Q1 5/15/2026
Kalehua Capital Management LLC 2026 Q1 5/15/2026
Kalehua Capital Management LLC 2026 Q1 - NEW HOLDINGS 5/15/2026
ION Fund Management Ltd 2026 Q1 5/15/2026
Deltroit Asset Management (UK) LLP 2026 Q1 5/15/2026
Blue Sparrow, LLC /DE 2026 Q1 5/15/2026
Aquamarine Financial (Cayman) Ltd 2026 Q1 5/15/2026
Catherine Avery Investment Management LLC 2026 Q1 5/15/2026
Keating Financial Advisory Services, Inc. 2026 Q1 5/15/2026
HS Investments III Ltd 2026 Q1 5/15/2026
KR Capital LP 2026 Q1 5/15/2026
Maniro Ltd 2026 Q1 5/15/2026
Saudi Electronic Games Holding Co 2026 Q1 5/15/2026
Copperwood Asset Management LP 2026 Q1 5/15/2026
VANGUARD PORTFOLIO MANAGEMENT LLC 2026 Q1 - NEW HOLDINGS 5/15/2026
VANGUARD CAPITAL MANAGEMENT LLC 2026 Q1 - NEW HOLDINGS 5/15/2026
VANGUARD CAPITAL MANAGEMENT LLC 2026 Q1 - RESTATEMENT 5/15/2026
Saranac Partners Ltd 2026 Q1 5/15/2026
Lotus Technology Management, LP 2026 Q1 5/15/2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC 2026 Q1 5/15/2026
BBFIT INVESTMENTS PTE LTD 2026 Q1 5/15/2026
Stenham Asset Management (UK) Plc 2026 Q1 5/15/2026
Plan A Wealth LLC 2026 Q1 5/15/2026
Lineage Point Capital LP 2026 Q1 5/15/2026
Odyssean, LLC 2026 Q1 5/15/2026
Children's Medical Center Corp 2026 Q1 5/15/2026
Seven Fleet Capital Management LP 2026 Q1 5/15/2026
Strive Financial Group ,LLC 2026 Q1 5/15/2026
Strive Financial Group ,LLC 2025 Q4 - RESTATEMENT 5/15/2026
Alamut Investment Management LLP 2026 Q1 5/15/2026
Pureheart Capital Pte Ltd. 2026 Q1 5/15/2026
CoinFund Management LLC 2026 Q1 5/15/2026
Avantyr Capital Partners, LP 2026 Q1 5/15/2026
Electric Capital Partners, LLC 2026 Q1 5/15/2026
Occam Crest Management LP 2026 Q1 5/15/2026
Black Diamond Capital Management I, LLLP 2026 Q1 5/15/2026
Ducere Wealth Management LLC 2025 Q4 - RESTATEMENT 5/15/2026
Panoramic Hills Capital Ltd 2026 Q1 5/15/2026
Cander Asset Management LP 2026 Q1 5/15/2026
Islander Capital Partners, L.P. 2026 Q1 5/15/2026
O'Connor Alternative Investments LLC 2026 Q1 5/15/2026
MARS JEWETT FINANCIAL GROUP, INC. 2026 Q1 5/15/2026
VARCOV Co. 2026 Q1 5/15/2026
Golden Unicorn (BVI) Ltd 2026 Q1 5/15/2026
CDC Financial, Inc. 2026 Q1 5/15/2026
Trails Edge Capital Partners, LP 2026 Q1 5/15/2026
Square Wave Capital, LLC 2026 Q1 5/15/2026
TB Capital Gestao de Recursos Ltda. 2026 Q1 5/15/2026
MidFirst Bank 2026 Q1 5/15/2026
Turas Capital Management LP 2026 Q1 5/15/2026
Compass Wealth Management, LLC/GA 2026 Q1 5/15/2026
22C Capital LLC 2026 Q1 5/15/2026
Limestone Investment Advisors LP 2026 Q1 5/15/2026
SNOWWATER INVESTMENT PARTNERS, LLC 2026 Q1 5/15/2026
Buckland Partners Management Co LLC 2026 Q1 5/15/2026
Markin Volterra Fund LP 2026 Q1 5/15/2026
Valtrion Capital Management, LLC 2026 Q1 5/15/2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2026 Q1 5/15/2026
SIGNAL TREE FINANCIAL PARTNERS LLC 2026 Q1 5/15/2026
New Dimensions Wealth Management, LLC 2026 Q1 5/15/2026
Gullane Capital, LLC 2026 Q1 5/15/2026
Smith Asset Management Co., LLC 2026 Q1 5/15/2026
Bain Capital Prairie, LLC 2026 Q1 5/15/2026
Sun Financial Inc 2026 Q1 5/15/2026
Obsido Oy 2026 Q1 5/15/2026
Pantera Capital Partners LP 2026 Q1 5/15/2026
Cria, Inc. 2026 Q1 5/15/2026
Ivory Union Consulting Ltd 2026 Q1 5/15/2026
RH Tailwind Management, LLC 2026 Q1 5/15/2026
Evelyn Partners Asset Management Ltd 2026 Q1 5/15/2026
Evelyn Partners Investment Management LLP 2026 Q1 5/15/2026
Evelyn Partners Investment Management Services Ltd 2026 Q1 5/15/2026
HS Investments IV Ltd 2026 Q1 5/15/2026
Evelyn Partners Investment Management (Europe) Ltd 2026 Q1 5/15/2026
Darwins River Capital, LP 2026 Q1 5/15/2026
Kultura Capital Management LP 2026 Q1 5/15/2026
Fremen Capital Management LP 2026 Q1 5/15/2026
Papamarkou Wellner Asset Management inc. 2026 Q1 5/15/2026
Milestone Asset Management Group, LLC 2026 Q1 5/15/2026
Triveni Capital Investments LP 2026 Q1 5/15/2026
North Berkeley Wealth Management, LLC 2026 Q1 5/15/2026