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
COREPATH WEALTH PARTNERS LLC	1845838	32	142.3	Sep 30, 2026	Oct 21, 2026
Centennial Advisors, LLC	1951376	75	75.3	Sep 30, 2026	Oct 21, 2026
Cardinal Point Capital Management ULC	1950841	283	1,793.3	Sep 30, 2026	Oct 21, 2026
Essential Planning, LLC.	1949824	88	361.9	Sep 30, 2026	Oct 21, 2026
Financial Guidance Group, Inc.	1929349	94	210.6	Sep 30, 2026	Oct 21, 2026
Range Financial Group LLC	1928635	207	350.4	Sep 30, 2026	Oct 21, 2026
Strengthening Families & Communities, LLC	1921196	702	431.5	Sep 30, 2026	Oct 21, 2026
Kraft, Davis & Associates, LLC	1919438	148	438.7	Sep 30, 2026	Oct 21, 2026
Andina Capital Management, LLC	1919158	73	67.7	Sep 30, 2026	Oct 21, 2026
Vericrest Private Wealth	1912300	41	107.2	Sep 30, 2026	Oct 21, 2026
Milestones Administradora de Recursos Ltda.	1912095	18	556.9	Sep 30, 2026	Oct 21, 2026
Mid-American Wealth Advisory Group, Inc.	1911264	72	264.6	Sep 30, 2026	Oct 21, 2026
Lauterbach Financial Advisors, LLC	1909828	88	232.5	Sep 30, 2026	Oct 21, 2026
Canoe Financial LP A	1908219	116	8,092.2	Sep 30, 2026	Oct 21, 2026
Innova Wealth Partners	1888831	183	239.6	Sep 30, 2026	Oct 21, 2026
Piscataqua Savings Bank	1855835	410	144.0	Sep 30, 2026	Oct 21, 2026
Robbins Farley	1847820	157	260.1	Sep 30, 2026	Oct 21, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC	1846177	200	253.9	Sep 30, 2026	Oct 21, 2026
SAGE PRIVATE WEALTH GROUP, LLC	1845635	135	269.8	Sep 30, 2026	Oct 21, 2026
Wealth Management Partners, LLC	1843294	154	403.1	Sep 30, 2026	Oct 21, 2026
Halter Ferguson Financial Inc.	1842665	32	561.6	Sep 30, 2026	Oct 21, 2026
CGN Advisors LLC	1841506	297	1,274.4	Sep 30, 2026	Oct 21, 2026
Hoese & Co LLP	1840268	173	151.6	Sep 30, 2026	Oct 21, 2026
Signature Wealth Management Partners, LLC	1824694	124	215.5	Sep 30, 2026	Oct 21, 2026
Skylands Capital, LLC	1299910	164	754.6	Sep 30, 2026	Oct 21, 2026
Sara-Bay Financial	1816444	88	381.5	Sep 30, 2026	Oct 21, 2026
TI-TRUST, INC	1802284	134	177.9	Sep 30, 2026	Oct 21, 2026
John W. Brooker & Co., CPAs	1798926	73	83.3	Sep 30, 2026	Oct 21, 2026
Quilter Plc	1770632	127	6,908.1	Sep 30, 2026	Oct 21, 2026
Foster Victor Wealth Advisors, LLC	1769063	265	1,974.5	Sep 30, 2026	Oct 21, 2026
Clarity Wealth Advisors, LLC	1767384	117	572.6	Sep 30, 2026	Oct 21, 2026
Princeton Global Asset Management LLC	1767349	827	676.4	Sep 30, 2026	Oct 21, 2026
SMITH SHELLNUT WILSON LLC /ADV	944317	155	241.5	Sep 30, 2026	Oct 21, 2026
ELEMENT POINTE ADVISORS, LLC	1764059	91	708.9	Sep 30, 2026	Oct 21, 2026
Oak Thistle LLC	1755987	469	1,085.8	Sep 30, 2026	Oct 21, 2026
Ocean Park Asset Management, LLC	1538052	59	1,232.0	Sep 30, 2026	Oct 21, 2026
Farnam Financial LLC	2080267	58	134.3	Sep 30, 2026	Oct 21, 2026
Thayer Financial, L.L.C.	2100981	32	111.0	Sep 30, 2026	Oct 21, 2026
EAGLE HARBOR ASSET MANAGEMENT INC /ADV	1088388	141	128.4	Sep 30, 2026	Oct 21, 2026
Fulcrum Equity Management	1737888	131	116.8	Sep 30, 2026	Oct 21, 2026
USAdvisors Wealth Management, LLC	1735605	145	295.6	Sep 30, 2026	Oct 21, 2026
Inlight Wealth Management, LLC	1731795	78	327.0	Sep 30, 2026	Oct 21, 2026
Gradient Capital Advisors, LLC	1727917	179	428.8	Sep 30, 2026	Oct 21, 2026
White Lighthouse Investment Management Inc.	1727593	148	812.5	Sep 30, 2026	Oct 21, 2026
Sawyer & Company, Inc	1722436	192	288.1	Sep 30, 2026	Oct 21, 2026
Cypress Wealth Services, LLC	1721527	434	818.3	Sep 30, 2026	Oct 21, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. A	1710477	229	1,799.4	Sep 30, 2026	Oct 21, 2026
Vest Financial, LLC	1709632	414	9,519.4	Sep 30, 2026	Oct 21, 2026
VISA FOUNDATION	1709478	2	143.8	Sep 30, 2026	Oct 21, 2026
Pinnacle Bancorp, Inc.	1703383	922	368.9	Sep 30, 2026	Oct 21, 2026