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
Baugh & Associates, LLC	1730818	41	245.9	Sep 30, 2026	Oct 16, 2026
Vanguard Capital Wealth Advisors	1730578	127	141.9	Sep 30, 2026	Oct 16, 2026
GFG Capital, LLC	1638520	89	376.1	Sep 30, 2026	Oct 16, 2026
SURIENCE PRIVATE WEALTH LLC	1900195	43	102.8	Sep 30, 2026	Oct 16, 2026
SHELTON WEALTH MANAGEMENT, LLC	1903883	141	253.7	Sep 30, 2026	Oct 16, 2026
Aerodigm Wealth, LLC	1927705	80	286.1	Sep 30, 2026	Oct 16, 2026
ARS Wealth Advisors Group, LLC	1886707	218	1,323.5	Sep 30, 2026	Oct 16, 2026
Bell & Brown Wealth Advisors, LLC	1725362	72	319.8	Sep 30, 2026	Oct 16, 2026
PFG Advisors	1694435	760	1,886.4	Sep 30, 2026	Oct 16, 2026
Peak Financial Management, Inc.	1669662	116	415.6	Sep 30, 2026	Oct 16, 2026
IFP Advisors, Inc	1641866	5,186	5,596.6	Sep 30, 2026	Oct 16, 2026
AlphaStar Capital Management, LLC	1633857	275	1,614.5	Sep 30, 2026	Oct 16, 2026
USA FINANCIAL FORMULAS	1633716	390	210.1	Sep 30, 2026	Oct 16, 2026
RKL Wealth Management LLC	1604723	194	1,195.9	Sep 30, 2026	Oct 16, 2026
Trinity Street Asset Management LLP	1592579	24	1,868.0	Sep 30, 2026	Oct 16, 2026
Vontobel Holding Ltd.	1588340	1,483	27,428.2	Sep 30, 2026	Oct 16, 2026
Goelzer Investment Management, Inc.	1550057	294	2,279.7	Sep 30, 2026	Oct 16, 2026
Annex Advisory Services, LLC	1542287	377	5,909.3	Sep 30, 2026	Oct 16, 2026
JGP Global Gestao de Recursos Ltda.	1536562	23	42.2	Sep 30, 2026	Oct 16, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC	1536430	231	1,228.0	Sep 30, 2026	Oct 16, 2026
BANQUE PICTET & CIE SA	1535602	359	14,481.4	Sep 30, 2026	Oct 16, 2026
Cardinal Capital Management, Inc.	1518235	57	3,524.2	Sep 30, 2026	Oct 16, 2026
STERLING INVESTMENT MANAGEMENT, LLC	1509873	75	184.0	Sep 30, 2026	Oct 16, 2026
McKinley Carter Wealth Services, Inc.	1484265	323	1,925.2	Sep 30, 2026	Oct 16, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1484205	363	2,110.4	Sep 30, 2026	Oct 16, 2026
Saratoga Research & Investment Management	1477872	43	1,737.4	Sep 30, 2026	Oct 16, 2026
Gemmer Asset Management LLC	1607825	189	1,472.7	Sep 30, 2026	Oct 16, 2026
GLOBAL STRATEGIC MANAGEMENT INC	1413303	29	132.0	Sep 30, 2026	Oct 16, 2026
SHEETS SMITH WEALTH MANAGEMENT	1157436	384	941.2	Sep 30, 2026	Oct 16, 2026
Hanson & Doremus Investment Management	1393944	491	976.0	Sep 30, 2026	Oct 16, 2026
Aull & Monroe Investment Management Corp	1387615	123	229.5	Sep 30, 2026	Oct 16, 2026
Penbrook Management LLC	1381055	102	153.0	Sep 30, 2026	Oct 16, 2026
HFG Wealth Management, LLC	2027836	40	91.7	Sep 30, 2026	Oct 16, 2026
St. Louis Financial Planners Asset Management, LLC	1966171	61	196.6	Sep 30, 2026	Oct 16, 2026
Processus Wealth & Capital Management, LLC	2014209	35	157.6	Sep 30, 2026	Oct 16, 2026
Center For Asset Management LLC	1844878	178	216.0	Sep 30, 2026	Oct 16, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD	934040	190	771.1	Sep 30, 2026	Oct 16, 2026
Woodside Wealth Management LLC	2064883	43	136.2	Sep 30, 2026	Oct 16, 2026
Greenfield FTC, Inc.	1842727	4	742.5	Sep 30, 2026	Oct 16, 2026
TB Alternative Assets Ltd.	1483503	35	487.5	Sep 30, 2026	Oct 16, 2026
Tandem Investment Partners LLC	2056333	76	123.3	Sep 30, 2026	Oct 16, 2026
Teramo Advisors, LLC	1904821	4	584.9	Sep 30, 2026	Oct 16, 2026
Smith Asset Management Co., LLC	2068217	72	122.7	Sep 30, 2026	Oct 16, 2026
AWM CAPITAL, LLC	1806820	127	1,419.5	Sep 30, 2026	Oct 16, 2026
1834 INVESTMENT ADVISORS CO	1138486	232	880.4	Sep 30, 2026	Oct 16, 2026
PineStone Asset Management Inc.	1904893	43	15,355.3	Sep 30, 2026	Oct 16, 2026
KRS Capital Management, LLC	1910876	122	224.8	Sep 30, 2026	Oct 16, 2026
ShoreHaven Wealth Partners, LLC	1844922	102	321.4	Sep 30, 2026	Oct 16, 2026
Robertson Stephens Wealth Management, LLC	1767307	639	3,729.9	Sep 30, 2026	Oct 16, 2026
Lee Financial Co	1391166	154	793.3	Sep 30, 2026	Oct 16, 2026