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
Frank, Rimerman Advisors LLC	1977560	607	1,753.7	Sep 30, 2026	Oct 16, 2026
Encompass More Asset Management	2011218	274	655.8	Sep 30, 2026	Oct 16, 2026
Counterpoint Mutual Funds LLC	1698461	323	863.5	Sep 30, 2026	Oct 16, 2026
Birch Hill Investment Advisors LLC	1424177	219	2,422.7	Sep 30, 2026	Oct 16, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC	1817648	168	388.0	Sep 30, 2026	Oct 16, 2026
BFI Wealth Solutions, LLC	2110651	84	145.6	Sep 30, 2026	Oct 16, 2026
Ardent Capital Management, Inc.	1888792	32	236.2	Sep 30, 2026	Oct 16, 2026
HRC WEALTH MANAGEMENT, LLC	2009521	69	248.6	Sep 30, 2026	Oct 16, 2026
ASPIRIANT, LLC	1433541	420	3,607.1	Sep 30, 2026	Oct 16, 2026
Millennium Capital Advisors, LLC	2097025	137	186.6	Sep 30, 2026	Oct 16, 2026
Merrion Investment Management Co, LLC	1383782	109	200.3	Sep 30, 2026	Oct 16, 2026
Paradigm, Strategies in Wealth Management, LLC	1859579	56	151.2	Sep 30, 2026	Oct 16, 2026
GenWealth Group, Inc.	1713678	88	610.9	Sep 30, 2026	Oct 16, 2026
Smead Capital Management, Inc.	1427008	31	4,705.2	Sep 30, 2026	Oct 16, 2026
Howard Capital Management Group, LLC	1860501	142	1,671.5	Sep 30, 2026	Oct 16, 2026
Alpine Bank Wealth Management	1974910	417	687.3	Sep 30, 2026	Oct 16, 2026
FORBES J M & CO LLP	1067532	154	1,303.1	Sep 30, 2026	Oct 16, 2026
TCV Trust & Wealth Management, Inc.	1135439	220	1,219.6	Sep 30, 2026	Oct 16, 2026
Rainwater Charitable Foundation	1729139	4	288.7	Sep 30, 2026	Oct 16, 2026
MISHPACHA HOLDINGS CORP	2111655	2	162.3	Sep 30, 2026	Oct 16, 2026
CHATHAM CAPITAL GROUP, INC.	1108969	203	760.7	Sep 30, 2026	Oct 16, 2026
Western Pacific Wealth Management, LP	1907320	178	118.7	Sep 30, 2026	Oct 16, 2026
Ferguson Shapiro LLC	1767433	87	295.5	Sep 30, 2026	Oct 16, 2026
CenturyLink Investment Management Co	1054522	3	125.8	Sep 30, 2026	Oct 16, 2026
TRUST CO OF TOLEDO NA /OH/ A	1008937	785	1,219.5	Sep 30, 2026	Oct 16, 2026
Kintegral Advisory, LLC	1569518	233	1,282.9	Sep 30, 2026	Oct 16, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC	911927	100	204.6	Sep 30, 2026	Oct 16, 2026
DELTA CAPITAL MANAGEMENT LLC	893738	101	199.6	Sep 30, 2026	Oct 16, 2026
BROWN, LISLE/CUMMINGS, INC.	14745	1,055	438.0	Sep 30, 2026	Oct 16, 2026
GAINLINE FINANCIAL PARTNERS, LLC	2149002	54	114.8	Sep 30, 2026	Oct 15, 2026
R2 Capital Strategies, LLC	2146947	113	227.8	Sep 30, 2026	Oct 15, 2026
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje	2137659	12	520.2	Sep 30, 2026	Oct 15, 2026
3 FACTOR INDEXING, LLC	2135169	420	120.6	Sep 30, 2026	Oct 15, 2026
FinArc Investments, Inc. New	2133911	57	112.0	Dec 31, 2025	Oct 15, 2026
TrustWell Financial Advisors, LLC	2133429	74	117.2	Sep 30, 2026	Oct 15, 2026
Walser Wealth Management Company, A Ltd Liability Co	2112280	217	240.4	Sep 30, 2026	Oct 15, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS	2111343	84	198.7	Sep 30, 2026	Oct 15, 2026
BLUELINE ADVISORS LLC	2110066	259	127.8	Sep 30, 2026	Oct 15, 2026
Reflection Asset Management	2108398	159	213.4	Jun 30, 2026	Oct 15, 2026
VMS Asset Management Limited	2107719	32	234.0	Sep 30, 2026	Oct 15, 2026
ASL Financial, LLC	2105933	98	139.7	Sep 30, 2026	Oct 15, 2026
Daytona Street Capital LLC	2101936	288	136.9	Sep 30, 2026	Oct 15, 2026
Split Rock Private Trading & Wealth Management, LLC	2095884	50	141.1	Sep 30, 2026	Oct 15, 2026
Mann Financial Group, Inc.	2093991	47	117.8	Sep 30, 2026	Oct 15, 2026
Aureum Wealth Management, LLC	2093444	57	148.9	Sep 30, 2026	Oct 15, 2026
MISSION WEALTH MANAGEMENT, LP	1645382	780	6,151.6	Sep 30, 2026	Oct 15, 2026
BetterWealth, LLC	1911702	86	590.7	Sep 30, 2026	Oct 15, 2026
Pacific Asset Management, LLC	2054012	77	199.7	Sep 30, 2026	Oct 15, 2026
RIA Advisory Group LLC	1958384	133	322.8	Sep 30, 2026	Oct 15, 2026
PW Nova Financial Services LLC	2127408	205	464.6	Sep 30, 2026	Oct 15, 2026