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
Holcombe Financial, Inc.	2056177	50	162.2	Sep 30, 2026	Oct 16, 2026
Bay Capital Advisors, LLC	2055414	106	180.6	Sep 30, 2026	Oct 16, 2026
Fiscal Wisdom Wealth Management, LLC	2053757	106	75.7	Sep 30, 2026	Oct 16, 2026
TD Waterhouse Canada Inc.	1999606	2,454	38,279.2	Sep 30, 2026	Oct 16, 2026
Manuka Financial, LLC A	2049064	56	200.5	Sep 30, 2026	Oct 16, 2026
FIDUCIARY ADVISORS, INC.	2047030	144	148.3	Sep 30, 2026	Oct 16, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC	2046157	191	471.9	Sep 30, 2026	Oct 16, 2026
BFI Infinity Ltd.	2043810	72	185.9	Sep 30, 2026	Oct 16, 2026
White & Co Financial Planning Inc	2039300	21	158.7	Sep 30, 2026	Oct 16, 2026
TPG Advisors LLC	2033388	118	180.2	Sep 30, 2026	Oct 16, 2026
Smith Thornton Advisors LLC	2032436	139	226.4	Sep 30, 2026	Oct 16, 2026
Rockingstone Advisors LLC	2027176	112	239.8	Sep 30, 2026	Oct 16, 2026
Trust Co of Tennessee	2025098	8	356.9	Sep 30, 2026	Oct 16, 2026
Stanich Group LLC	2023324	64	195.0	Sep 30, 2026	Oct 16, 2026
Guardian Asset Advisors, LLC	2021272	127	201.9	Sep 30, 2026	Oct 16, 2026
Financial Synergies Wealth Advisors, Inc.	2017868	120	1,157.5	Sep 30, 2026	Oct 16, 2026
Mosley Wealth Management	2011849	802	291.8	Sep 30, 2026	Oct 16, 2026
Cyr Financial Inc.	2010666	58	164.4	Sep 30, 2026	Oct 16, 2026
Crown Oak Advisors, LLC	2009273	23	211.6	Sep 30, 2026	Oct 16, 2026
WIT Partners Advisory Pte. Ltd.	2000043	6	87.5	Sep 30, 2026	Oct 16, 2026
Premier Path Wealth Partners, LLC	1999925	376	838.5	Sep 30, 2026	Oct 16, 2026
Essex Bank	1752212	318	495.1	Sep 30, 2026	Oct 16, 2026
DiNuzzo Private Wealth, Inc.	1994563	1,367	1,005.8	Sep 30, 2026	Oct 16, 2026
Cravens & Co Advisors, LLC	1966116	61	147.5	Sep 30, 2026	Oct 16, 2026
Trium Capital LLP	1963860	53	72.5	Sep 30, 2026	Oct 16, 2026
UNIQUE WEALTH, LLC	1957124	209	849.3	Sep 30, 2026	Oct 16, 2026
WealthBridge Capital Management, LLC	1767313	250	467.6	Sep 30, 2026	Oct 16, 2026
Safir Wealth Advisors, LLC	1830103	18	150.4	Sep 30, 2026	Oct 16, 2026
PEDDOCK CAPITAL ADVISORS, LLC	1597843	167	500.8	Sep 30, 2026	Oct 16, 2026
Summitas Investment Management LLC	2134540	10	126.9	Sep 30, 2026	Oct 16, 2026
Snider Financial Group	1820681	102	411.2	Sep 30, 2026	Oct 16, 2026
Selby Wealth Management, LLC	2110725	86	276.3	Sep 30, 2026	Oct 16, 2026
SARD WEALTH MANAGEMENT GROUP, LLC	2010095	65	229.4	Sep 30, 2026	Oct 16, 2026
Parisi Gray Wealth Management	1716659	145	483.1	Sep 30, 2026	Oct 16, 2026
New England Research & Management, Inc.	1596077	131	258.8	Sep 30, 2026	Oct 16, 2026
Melone Private Wealth, LLC	1905765	54	248.3	Sep 30, 2026	Oct 16, 2026
Hutchens & Kramer Investment Management Group, LLC	1920117	156	302.8	Sep 30, 2026	Oct 16, 2026
Choice Wealth Advisors LLC	1842357	35	283.6	Sep 30, 2026	Oct 16, 2026
Chemistry Wealth Management LLC	1910183	207	622.4	Sep 30, 2026	Oct 16, 2026
BostonPremier Wealth LLC	2053783	85	238.4	Sep 30, 2026	Oct 16, 2026
Cyndeo Wealth Partners, LLC	1950947	561	2,173.1	Sep 30, 2026	Oct 16, 2026
Japan Science & Technology Agency	1948391	13	4,371.2	Sep 30, 2026	Oct 16, 2026
Strata Wealth Advisors, LLC	1946237	98	425.5	Sep 30, 2026	Oct 16, 2026
CWS Financial Advisors, LLC	1802459	171	450.2	Sep 30, 2026	Oct 16, 2026
Signature Resources Capital Management, LLC	1940917	925	235.7	Sep 30, 2026	Oct 16, 2026
Finer Wealth Management, Inc.	1929071	92	247.8	Sep 30, 2026	Oct 16, 2026
KFG WEALTH MANAGEMENT, LLC	1919344	217	781.2	Sep 30, 2026	Oct 16, 2026
ASR Vermogensbeheer N.V.	1916757	471	10,050.7	Sep 30, 2026	Oct 16, 2026
Forum Financial Management, LP	1911832	341	7,693.2	Sep 30, 2026	Oct 16, 2026
Intergy Private Wealth, LLC	1911342	141	411.4	Sep 30, 2026	Oct 16, 2026