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
SummerHaven Investment Management, LLC A	1846436	201	178.9	Sep 30, 2026	Oct 19, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.	2110760	43	140.6	Sep 30, 2026	Oct 19, 2026
Private Wealth Group, LLC	1512780	72	219.0	Sep 30, 2026	Oct 19, 2026
Global Trust Asset Management, LLC	1729672	504	319.6	Sep 30, 2026	Oct 19, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	1350660	282	1,302.4	Sep 30, 2026	Oct 19, 2026
BankChampaign, National Association	2135773	202	119.0	Sep 30, 2026	Oct 19, 2026
RICHARDS, MERRILL & PETERSON, INC.	90108	291	322.6	Sep 30, 2026	Oct 19, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC	2078994	46	263.8	Sep 30, 2026	Oct 19, 2026
Williams Financial, LLC	1846923	31	193.7	Sep 30, 2026	Oct 19, 2026
Wealth Analytics Partners, LLC	2110717	200	286.4	Sep 30, 2026	Oct 19, 2026
Cambridge Advisors Inc.	1633695	182	576.4	Sep 30, 2026	Oct 19, 2026
Kirkwood Financial Services	1814128	34	230.7	Jun 30, 2025	Oct 19, 2026
Kirkwood Financial Services	1814128	23	198.0	Mar 31, 2025	Oct 19, 2026
BRAUN STACEY ASSOCIATES INC	872080	112	3,472.6	Sep 30, 2026	Oct 19, 2026
Penn Mutual Asset Management	855702	6	16.6	Sep 30, 2026	Oct 19, 2026
FTX Recovery Trust	2079200	1	13.1	Sep 30, 2026	Oct 19, 2026
FOUNDATION RESOURCE MANAGEMENT INC	1179232	56	938.7	Sep 30, 2026	Oct 19, 2026
Trellis Wealth Advisors LLC	1989031	114	298.5	Sep 30, 2026	Oct 19, 2026
TRUE Private Wealth Advisors	1667074	286	1,101.0	Sep 30, 2026	Oct 19, 2026
Roger Wittlin Investment Advisory, LLC	1911328	46	121.3	Sep 30, 2026	Oct 19, 2026
RS CRUM INC.	1401459	102	532.2	Sep 30, 2026	Oct 19, 2026
Herold Advisors, Inc.	1891713	268	505.8	Sep 30, 2026	Oct 19, 2026
Kondo Wealth Advisors, Inc.	2070929	74	299.0	Sep 30, 2026	Oct 19, 2026
WASHBURN CAPITAL MANAGEMENT, INC.	1793923	56	205.1	Sep 30, 2026	Oct 19, 2026
Commerce Advisors, LLC	1567247	127	170.3	Sep 30, 2026	Oct 19, 2026
Diversified Enterprises, LLC	2037264	446	1,929.8	Sep 30, 2026	Oct 19, 2026
Wernau Asset Management Inc.	2053236	51	216.4	Sep 30, 2026	Oct 19, 2026
Amtrust Financial Services, Inc.	1365555	18	341.6	Sep 30, 2026	Oct 19, 2026
Paradice Investment Management LLC	1620275	22	593.6	Sep 30, 2026	Oct 19, 2026
Thoma Capital Management LLC	2060298	54	191.3	Sep 30, 2026	Oct 19, 2026
SONATA CAPITAL GROUP INC	1172036	128	296.7	Sep 30, 2026	Oct 19, 2026
KANAWHA CAPITAL MANAGEMENT LLC	1164478	227	1,553.3	Sep 30, 2026	Oct 19, 2026
Armbruster Capital Management, Inc.	1664847	132	625.1	Sep 30, 2026	Oct 19, 2026
SOUTHERN MICHIGAN BANK & TRUST	1173227	418	245.0	Sep 30, 2026	Oct 19, 2026
PSG Equity L.L.C.	1865991	1	740.1	Sep 30, 2026	Oct 19, 2026
TRAN CAPITAL MANAGEMENT, L.P.	1009262	67	872.3	Sep 30, 2026	Oct 19, 2026
CERTIOR FINANCIAL GROUP, LLC	2055620	142	172.5	Sep 30, 2026	Oct 19, 2026
Acorn Wealth Advisors, LLC	1730610	301	392.5	Sep 30, 2026	Oct 19, 2026
Value Partners Investments Inc.	1800916	103	1,439.2	Sep 30, 2026	Oct 19, 2026
BOURGEON CAPITAL MANAGEMENT LLC	1088731	112	685.8	Sep 30, 2026	Oct 19, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD	1001011	94	206.3	Sep 30, 2026	Oct 19, 2026
MONARCH CAPITAL MANAGEMENT INC	938759	130	434.7	Sep 30, 2026	Oct 19, 2026
WASHINGTON CAPITAL MANAGEMENT, INC	928566	116	147.8	Sep 30, 2026	Oct 19, 2026
Vertex Investment Solutions Co., Ltd.	2092214	25	133.1	Sep 30, 2026	Oct 19, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/	869367	91	2,251.3	Sep 30, 2026	Oct 19, 2026
PVG ASSET MANAGEMENT CORP	820434	126	143.8	Sep 30, 2026	Oct 19, 2026
CITY HOLDING CO	726854	598	881.8	Sep 30, 2026	Oct 19, 2026
LILLY ENDOWMENT INC	316011	1	104,214.7	Sep 30, 2026	Oct 19, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC	201772	298	672.8	Sep 30, 2026	Oct 19, 2026
CIGNA INVESTMENTS INC /NEW	49969	458	753.6	Sep 30, 2026	Oct 19, 2026