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
Silver Lake Advisory, LLC	1596055	105	269.9	Sep 30, 2026	Oct 22, 2026
Symphony Financial, Ltd. Co.	1800687	358	1,092.2	Sep 30, 2026	Oct 22, 2026
ROMANO BROTHERS AND COMPANY	200648	331	976.7	Sep 30, 2026	Oct 22, 2026
Charis Legacy Partners, LLC	2056602	29	72.0	Sep 30, 2026	Oct 22, 2026
Winthrop Advisory Group LLC	1739043	228	1,546.3	Sep 30, 2026	Oct 22, 2026
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	1737090	193	413.5	Sep 30, 2026	Oct 22, 2026
Quaker Wealth Management, LLC	1733472	951	330.2	Sep 30, 2026	Oct 22, 2026
Garrett Wealth Advisory Group, LLC	1729443	149	580.5	Sep 30, 2026	Oct 22, 2026
Demars Financial Group, LLC	1723115	120	330.4	Sep 30, 2026	Oct 22, 2026
Marietta Wealth Management, LLC	1697847	128	930.3	Sep 30, 2026	Oct 22, 2026
Mitsubishi UFJ Asset Management (UK) Ltd.	1694895	106	206.5	Sep 30, 2026	Oct 22, 2026
Inspire Investing, LLC	1670139	1,283	2,317.4	Sep 30, 2026	Oct 22, 2026
Baker Chad R	1666470	52	611.5	Sep 30, 2026	Oct 22, 2026
Exane Asset Management	1666256	20	135.1	Sep 30, 2026	Oct 22, 2026
CMH Wealth Management LLC	1657516	112	642.0	Sep 30, 2026	Oct 22, 2026
Sharkey, Howes & Javer	1642246	159	787.9	Sep 30, 2026	Oct 22, 2026
ETF Portfolio Partners, Inc.	1635342	67	398.2	Sep 30, 2026	Oct 22, 2026
Credit Capital Investments LLC	1631208	41	169.9	Sep 30, 2026	Oct 22, 2026
Muzinich & Co., Inc.	1618824	23	301.3	Sep 30, 2026	Oct 22, 2026
BIP Wealth, LLC	1590214	558	3,577.7	Sep 30, 2026	Oct 22, 2026
BURRUS FINANCIAL SERVICES, INC.	1573947	11	221.7	Sep 30, 2026	Oct 22, 2026
Murphy Pohlad Asset Management LLC	1569148	140	287.7	Sep 30, 2026	Oct 22, 2026
Spectrum Strategic Capital Management, LLC	1554961	72	196.3	Sep 30, 2026	Oct 22, 2026
New Harbor Financial Group, LLC	1548577	57	614.6	Sep 30, 2026	Oct 22, 2026
CORDA Investment Management, LLC.	1545812	78	1,516.4	Sep 30, 2026	Oct 22, 2026
SRH ADVISORS, LLC	1512779	268	388.2	Sep 30, 2026	Oct 22, 2026
Legacy Wealth Management, LLC	1488921	34	1,898.3	Sep 30, 2026	Oct 22, 2026
U S GLOBAL INVESTORS INC	754811	137	1,004.7	Sep 30, 2026	Oct 22, 2026
Boomfish Wealth Group, LLC	2010786	102	224.0	Sep 30, 2026	Oct 22, 2026
MBL Wealth, LLC	1845785	598	1,455.6	Sep 30, 2026	Oct 22, 2026
Altura Wealth Advisors Inc.	1931465	86	321.9	Sep 30, 2026	Oct 22, 2026
Benin Management CORP	1352871	151	515.9	Sep 30, 2026	Oct 22, 2026
RMR Wealth Builders	1803848	307	1,640.4	Sep 30, 2026	Oct 22, 2026
Angeles Investment Advisors, LLC	1535695	38	1,631.4	Sep 30, 2026	Oct 22, 2026
Sterling Capital Management LLC	1329883	3,125	4,610.2	Sep 30, 2026	Oct 22, 2026
RWC ASSET ADVISORS (US) LLC	1638081	14	377.4	Sep 30, 2026	Oct 22, 2026
RWC Asset Management LLP	1520478	108	2,447.7	Sep 30, 2026	Oct 22, 2026
Maestria Partners LLC	2000390	15	297.8	Sep 30, 2026	Oct 22, 2026
Colony Family Offices, LLC	1633573	66	414.3	Sep 30, 2026	Oct 22, 2026
Powell Investment Advisors, LLC	1802195	169	279.1	Sep 30, 2026	Oct 22, 2026
Manchester Capital Management LLC	1393389	1,317	730.6	Sep 30, 2026	Oct 22, 2026
VISION FINANCIAL MARKETS LLC	1378145	387	131.1	Sep 30, 2026	Oct 22, 2026
Indiana Trust & Investment Management Co	1356407	464	362.4	Sep 30, 2026	Oct 22, 2026
Private Wealth Partners, LLC	1335851	176	1,468.1	Sep 30, 2026	Oct 22, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	1280487	442	3,504.1	Sep 30, 2026	Oct 22, 2026
Prudent Investor Advisors, LLC New	2152875	34	127.2	Sep 30, 2026	Oct 22, 2026
BAYPOINTE PARTNERS LLC	2044734	12	12.4	Sep 30, 2026	Oct 22, 2026
Mills Wealth Advisors LLC	2029294	78	315.3	Sep 30, 2026	Oct 22, 2026
Hillcrest Wealth Advisors - NY, LLC	1767121	55	264.3	Sep 30, 2026	Oct 22, 2026
State Insurance Fund	1970005	1	255.3	Sep 30, 2026	Oct 22, 2026