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
Mokosak Advisory Group, LLC	1713112	43	453.7	Sep 30, 2026	Oct 20, 2026
USCF Advisers LLC	1633971	1	0.4	Sep 30, 2026	Oct 20, 2026
365 WMG Private Fund I: Primus Fund LLC New	2070463	77	168.7	Sep 30, 2026	Oct 20, 2026
Genoa Capital Gestora de Recursos Ltda.	2064813	16	446.4	Sep 30, 2026	Oct 20, 2026
Milestone Asset Management Group, LLC	2063452	136	207.3	Sep 30, 2026	Oct 20, 2026
Hobbs Wealth Management, LLC	2019202	21	121.3	Sep 30, 2026	Oct 20, 2026
Asset Advisory Group, Inc.	2110402	121	230.5	Sep 30, 2026	Oct 20, 2026
Nearside Advisors, LLC New	2154145	47	139.8	Sep 30, 2026	Oct 20, 2026
Westbourne Investment Advisors, Inc.	1650092	123	376.7	Sep 30, 2026	Oct 20, 2026
South Shore Capital Advisors	1852993	157	140.9	Sep 30, 2026	Oct 20, 2026
Hegarty Advisors, LLC	2107727	65	151.9	Sep 30, 2026	Oct 20, 2026
55 North Private Wealth, LLC	2106457	312	522.8	Sep 30, 2026	Oct 20, 2026
HICKS CAPITAL MANAGEMENT LLC	2062978	38	118.7	Sep 30, 2026	Oct 20, 2026
Lakeshore Capital Group, Inc.	2057465	78	152.2	Sep 30, 2026	Oct 20, 2026
Ranmore Fund Management Ltd	2055400	26	900.1	Sep 30, 2026	Oct 20, 2026
Cushing Capital Partners, LLC	2054827	113	114.7	Sep 30, 2026	Oct 20, 2026
LOUISBOURG INVESTMENTS INC.	2053050	209	595.7	Sep 30, 2026	Oct 20, 2026
Whipplewood Advisors, LLC	2052510	200	145.3	Sep 30, 2026	Oct 20, 2026
Berkeley, Inc	2051965	84	246.8	Sep 30, 2026	Oct 20, 2026
REDSTONE WEALTH MANAGEMENT, LLC	2049950	33	123.0	Sep 30, 2026	Oct 20, 2026
Penney Financial, LLC	2049857	44	338.9	Sep 30, 2026	Oct 20, 2026
Oregon Pacific Wealth Management, LLC	2043757	114	99.4	Sep 30, 2026	Oct 20, 2026
A4 Wealth Advisors LLC	2033987	74	143.2	Sep 30, 2026	Oct 20, 2026
VESTIA PERSONAL WEALTH ADVISORS	2033299	112	271.7	Sep 30, 2026	Oct 20, 2026
Chris Bulman Inc	2032404	163	279.5	Sep 30, 2026	Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	2030780	1,307	6,516.9	Sep 30, 2026	Oct 20, 2026
Axecap Investments, LLC	2030036	77	168.7	Sep 30, 2026	Oct 20, 2026
Breakwater Investment Management	2025925	774	293.0	Sep 30, 2026	Oct 20, 2026
Miller Financial Services LLC	2022893	146	131.4	Sep 30, 2026	Oct 20, 2026
JDH Wealth Management, LLC	2022512	59	165.4	Sep 30, 2026	Oct 20, 2026
Councilmark Asset Management, LLC	2022076	85	192.3	Sep 30, 2026	Oct 20, 2026
Marathon Strategic Advisors, LLC	2021711	50	165.7	Sep 30, 2026	Oct 20, 2026
Diversify Advisory Services, LLC	2021232	1,307	6,516.9	Sep 30, 2026	Oct 20, 2026
Randall & Associates Wealth Management	2011901	54	165.0	Sep 30, 2026	Oct 20, 2026
Climber Capital SA	2011229	66	165.8	Sep 30, 2026	Oct 20, 2026
Atlantic Edge Private Wealth Management, LLC	2011145	626	461.8	Sep 30, 2026	Oct 20, 2026
Capital Management Associates, Inc	2008851	160	495.6	Sep 30, 2026	Oct 20, 2026
Wheelhouse Advisory Group LLC	1998946	56	371.6	Sep 30, 2026	Oct 20, 2026
Arlington Trust Co LLC	1997685	967	1,264.4	Sep 30, 2026	Oct 20, 2026
NORDEN GROUP LLC	1990699	673	1,290.3	Sep 30, 2026	Oct 20, 2026
Kenora Financial, LLC	1990080	131	321.3	Sep 30, 2026	Oct 20, 2026
INVENIO WEALTH PARTNERS LLC	1989341	87	262.9	Sep 30, 2026	Oct 20, 2026
LAZARI CAPITAL MANAGEMENT, INC.	1986389	184	334.1	Sep 30, 2026	Oct 20, 2026
Aspect Partners, LLC	1985284	680	241.6	Sep 30, 2026	Oct 20, 2026
INSTRUMENTAL WEALTH, LLC	1976010	89	186.4	Sep 30, 2026	Oct 20, 2026
CONTINUUM WEALTH ADVISORS, LLC	1966482	77	263.0	Sep 30, 2026	Oct 20, 2026
RF&L WEALTH MANAGEMENT, LLC	1965915	51	143.6	Sep 30, 2026	Oct 20, 2026
Sensible Money, LLC	1965229	105	382.7	Sep 30, 2026	Oct 20, 2026
PETREDIS INVESTMENT ADVISORS LLC	1964544	115	1,425.0	Sep 30, 2026	Oct 20, 2026
Seed Wealth Management, Inc.	1963728	82	156.1	Sep 30, 2026	Oct 20, 2026