Latest 13F Filings

Every SEC 13F-HR report from institutional investors, newest filing date first — 204,735 filings tracked, with first-time filers flagged.

Filer	CIK	Positions	Value ($M)	Report Date	Filed
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	932974	562	10,837.8	Sep 30, 2026	Oct 23, 2026
AMALGAMATED BANK	919192	1,617	14,277.0	Sep 30, 2026	Oct 23, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC.	911274	355	1,753.6	Sep 30, 2026	Oct 23, 2026
GRACE & WHITE INC /NY	903064	95	530.9	Sep 30, 2026	Oct 23, 2026
Wilmington Savings Fund Society, FSB	900974	1,464	4,210.3	Sep 30, 2026	Oct 23, 2026
ANDERSON HOAGLAND & CO	791191	134	1,310.3	Sep 30, 2026	Oct 23, 2026
VALLEY NATIONAL ADVISERS INC	773411	1,711	894.3	Sep 30, 2026	Oct 23, 2026
CITIZENS FINANCIAL GROUP INC/RI	759944	1,147	8,292.7	Sep 30, 2026	Oct 23, 2026
BRIA Capital Group, LLC New	2159086	53	109.1	Dec 31, 2025	Oct 22, 2026
BRIA Capital Group, LLC	2159086	63	109.8	Mar 31, 2026	Oct 22, 2026
BRIA Capital Group, LLC	2159086	69	135.5	Jun 30, 2026	Oct 22, 2026
BRIA Capital Group, LLC	2159086	73	145.2	Sep 30, 2026	Oct 22, 2026
Bucket List Wealth Management, LLC	2133435	62	145.1	Sep 30, 2026	Oct 22, 2026
Professional Financial Management, Inc.	2130270	22	95.3	Sep 30, 2026	Oct 22, 2026
Topor & Co. Korea	2113285	19	124.9	Sep 30, 2026	Oct 22, 2026
Clear Retirement Advice LLC	2112984	60	146.3	Sep 30, 2026	Oct 22, 2026
Titan Investment Management LLC	2112547	40	129.3	Sep 30, 2026	Oct 22, 2026
Monetary Solutions, Ltd	2112370	636	109.1	Sep 30, 2026	Oct 22, 2026
NLB Skladi, upravljanje premozenja, d.o.o.	2110897	361	2,708.8	Sep 30, 2026	Oct 22, 2026
MLP3, LLC	2109061	110	103.7	Sep 30, 2026	Oct 22, 2026
Approach Retirement Advisors, LLC	2106948	80	132.8	Sep 30, 2026	Oct 22, 2026
COGENT STRATEGIC WEALTH LLC	2106852	58	104.5	Sep 30, 2026	Oct 22, 2026
Fortune Financial Group, Inc.	2106311	88	95.4	Sep 30, 2026	Oct 22, 2026
Gibbs Wealth Management	2081110	511	906.8	Sep 30, 2026	Oct 22, 2026
Stenger Family Office, LLC	2056106	131	667.4	Sep 30, 2026	Oct 22, 2026
Cerro Pacific Wealth Advisors LLC	1842669	171	444.2	Sep 30, 2026	Oct 22, 2026
Fort Henry Capital, LLC	1843536	18	170.1	Sep 30, 2026	Oct 22, 2026
Moran Wealth Management, LLC	1965334	500	3,582.4	Sep 30, 2026	Oct 22, 2026
Arcadia Wealth Management, LLC	1964226	60	321.7	Sep 30, 2026	Oct 22, 2026
Embree Financial Group	2020860	277	961.7	Sep 30, 2026	Oct 22, 2026
Midwest Trust Co	2077080	633	8,725.4	Sep 30, 2026	Oct 22, 2026
James J. Burns & Company, LLC	1949059	165	877.3	Sep 30, 2026	Oct 22, 2026
Boothe Investment Group, Inc.	1749798	39	295.1	Sep 30, 2026	Oct 22, 2026
Curry Webb Wealth Management LLC A	2060114	67	230.4	Sep 30, 2026	Oct 22, 2026
SAGESPRING WEALTH PARTNERS, LLC	2056425	883	6,616.4	Sep 30, 2026	Oct 22, 2026
Opulen Financial Group LLC	2055099	116	147.9	Sep 30, 2026	Oct 22, 2026
First Financial Group Corp	2054920	85	130.6	Sep 30, 2026	Oct 22, 2026
Atala Financial Inc	2053756	120	168.2	Sep 30, 2026	Oct 22, 2026
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.	2053628	13	372.7	Sep 30, 2026	Oct 22, 2026
Illumine Investment Management, LLC	2052970	107	140.3	Sep 30, 2026	Oct 22, 2026
T3 Companies, LLC	2052441	187	101.1	Sep 30, 2026	Oct 22, 2026
XXI WEALTH, LLC	2047463	243	247.8	Sep 30, 2026	Oct 22, 2026
Reyes Financial Architecture, Inc.	2047201	551	145.6	Sep 30, 2026	Oct 22, 2026
Oriental Harbor Investment Master Fund	2046333	13	1,468.7	Sep 30, 2026	Oct 22, 2026
Old North State Wealth Management, LLC	2041262	107	237.7	Sep 30, 2026	Oct 22, 2026
Christensen, King & Associates Investment Services, Inc.	2032544	121	274.6	Sep 30, 2026	Oct 22, 2026
Axxion S.A.	2030181	536	1,504.8	Sep 30, 2026	Oct 22, 2026
ACCREDITED INVESTOR SERVICES, LLC	2028621	84	177.6	Sep 30, 2026	Oct 22, 2026
Atlatl Advisers LLC	2023168	121	418.3	Sep 30, 2026	Oct 22, 2026
PATRICK M SWEENEY & ASSOCIATES, INC	2010453	177	176.7	Sep 30, 2026	Oct 22, 2026