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
PICKERING ENERGY PARTNERS LP	1979670	13	5.9	Sep 30, 2026	Nov 13, 2026
2Xideas AG	1843587	37	187.3	Sep 30, 2026	Nov 13, 2026
TOBIAS FINANCIAL ADVISORS, INC.	1802080	153	743.6	Sep 30, 2026	Nov 13, 2026
Excelsior Advisor Network LLC	2110679	614	1,477.8	Sep 30, 2026	Nov 13, 2026
Elgethun Capital Management	1638022	175	662.8	Sep 30, 2026	Nov 13, 2026
ACTION POINT FINANCIAL PLANNING, LLC	2116119	430	885.3	Sep 30, 2026	Nov 13, 2026
INTERACTIVE FINANCIAL ADVISORS, INC.	1419099	73	151.0	Sep 30, 2026	Nov 13, 2026
Kohlberg Kravis Roberts & Co. L.P.	1399770	15	4,714.4	Sep 30, 2026	Nov 13, 2026
Integrity Financial Corp /WA	1917704	296	200.5	Sep 30, 2026	Nov 13, 2026
EP Wealth Advisors, LLC	1540569	1,597	23,081.1	Sep 30, 2026	Nov 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	1245862	306	1,717.4	Sep 30, 2026	Nov 13, 2026
WEXFORD CAPITAL LP	1048462	203	743.3	Sep 30, 2026	Nov 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	1021223	1,240	26,568.1	Sep 30, 2026	Nov 13, 2026
Topsail Wealth Management, LLC	2056627	307	719.6	Sep 30, 2026	Nov 13, 2026
Family Manage LLC	1539947	324	959.4	Sep 30, 2026	Nov 13, 2026
Promethos Capital, LLC	1908619	47	177.3	Sep 30, 2026	Nov 13, 2026
Owls Nest Partners IA, LLC	1845806	16	267.6	Sep 30, 2026	Nov 13, 2026
Aureus Asset Management, LLC	1381296	221	1,667.8	Sep 30, 2026	Nov 13, 2026
New Republic Capital, LLC	1989988	409	517.1	Sep 30, 2026	Nov 13, 2026
Choate Investment Advisors	1399794	467	5,122.2	Sep 30, 2026	Nov 13, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC	1404780	75	175.3	Sep 30, 2026	Nov 13, 2026
Glassy Mountain Advisors, Inc.	1914617	95	356.6	Sep 30, 2026	Nov 13, 2026
Operose Advisors LLC	1909750	253	489.2	Sep 30, 2026	Nov 13, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC	1632105	309	853.5	Sep 30, 2026	Nov 13, 2026
Aptus Capital Advisors, LLC	1664193	1,778	13,174.6	Sep 30, 2026	Nov 13, 2026
DENALI ADVISORS LLC	1142941	327	995.1	Sep 30, 2026	Nov 13, 2026
Beartown Capital Management, LLC	1877162	34	170.9	Sep 30, 2026	Nov 13, 2026
Moerus Capital Management LLC	1742647	14	222.0	Sep 30, 2026	Nov 13, 2026
Delaney Capital Management Ltd.	2140766	53	625.5	Sep 30, 2026	Nov 13, 2026
DC Investments Management, LLC	1565951	58	271.7	Sep 30, 2026	Nov 13, 2026
Gavilan Investment Partners LLC	1963404	15	427.6	Sep 30, 2026	Nov 13, 2026
Alcosta Capital Management, Inc.	1842509	22	144.9	Sep 30, 2026	Nov 13, 2026
Morgan Creek Capital Management, LLC	1623781	11	135.7	Sep 30, 2026	Nov 13, 2026
DC Funds, LP	1869028	2	0.7	Sep 30, 2026	Nov 13, 2026
Hudson Bay Capital Management LP	1393825	1,266	30,410.7	Sep 30, 2026	Nov 13, 2026
First Washington CORP	1390043	47	360.2	Sep 30, 2026	Nov 13, 2026
PEAK6 LLC	1389958	2,539	53,998.3	Sep 30, 2026	Nov 13, 2026
Palisades Hudson Asset Management, L.P.	1388443	105	277.6	Sep 30, 2026	Nov 13, 2026
Paragon Capital Management LLC	1388437	64	216.8	Sep 30, 2026	Nov 13, 2026
Walleye Trading LLC	1388391	2,201	22,138.5	Sep 30, 2026	Nov 13, 2026
First Dallas Securities Inc.	1378559	122	299.0	Sep 30, 2026	Nov 13, 2026
Nova Wealth Management, Inc.	2051980	510	138.2	Sep 30, 2026	Nov 13, 2026
Winthrop Partners - WNY, LLC	1734109	82	173.4	Sep 30, 2026	Nov 13, 2026
Fiduciary Wealth Partners, LLC	1666504	60	208.0	Sep 30, 2026	Nov 13, 2026
Reliant Wealth Planning	1823393	60	336.5	Sep 30, 2026	Nov 13, 2026
Evolutionary Tree Capital Management, LLC	1844345	28	53.9	Sep 30, 2026	Nov 13, 2026
SCHWERIN BOYLE CAPITAL MANAGEMENT INC	937522	46	795.6	Sep 30, 2026	Nov 13, 2026
Aldebaran Capital, LLC	1448430	39	131.7	Sep 30, 2026	Nov 13, 2026
American Investment Services, Inc.	1369913	142	480.0	Sep 30, 2026	Nov 13, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	1367401	241	13,319.1	Sep 30, 2026	Nov 13, 2026