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
FIRST CITIZENS BANK & TRUST CO	1092203	707	5,655.8	Sep 30, 2026	Oct 14, 2026
LDIC Inc.	2140580	19	166.1	Sep 30, 2026	Oct 14, 2026
Triangle Securities Wealth Management	1541353	206	500.7	Sep 30, 2026	Oct 14, 2026
ADIRONDACK TRUST CO	1054257	529	313.7	Sep 30, 2026	Oct 14, 2026
SANDERS MORRIS HARRIS LLC	1053994	321	700.1	Sep 30, 2026	Oct 14, 2026
KEATING INVESTMENT COUNSELORS INC	1020580	57	343.4	Sep 30, 2026	Oct 14, 2026
HELIOS CAPITAL MANAGEMENT PTE. LTD	1727612	25	79.7	Sep 30, 2026	Oct 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	944361	240	7,098.6	Sep 30, 2026	Oct 14, 2026
MOODY LYNN LIEBERSON & WALKER, LLC	938592	236	1,900.7	Sep 30, 2026	Oct 14, 2026
Silchester International Investors LLP	1506409	3	17.3	Sep 30, 2026	Oct 14, 2026
DAVENPORT & Co LLC	887777	1,383	19,489.7	Sep 30, 2026	Oct 14, 2026
GODSEY & GIBB, INC	887402	609	1,207.1	Sep 30, 2026	Oct 14, 2026
WORLD EQUITY GROUP, INC.	878770	256	237.9	Sep 30, 2026	Oct 14, 2026
FIRST HAWAIIAN BANK	764106	95	761.1	Sep 30, 2026	Oct 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	319933	613	59.4	Sep 30, 2026	Oct 14, 2026
Seven Hills Financial, LLC New	2153041	108	158.3	Sep 30, 2026	Oct 13, 2026
Madson Wealth Advisors Inc	2129795	92	141.9	Sep 30, 2026	Oct 13, 2026
Downshift Financial, LLC	2118380	724	228.7	Sep 30, 2026	Oct 13, 2026
Lexington Hill Partners, LLC	2111980	85	223.2	Sep 30, 2026	Oct 13, 2026
Worthington Financial Partners, LLC	2111427	98	114.2	Sep 30, 2026	Oct 13, 2026
Timothy G. Youngquist 2020 Irrevocable Trust	2109159	37	457.6	Sep 30, 2026	Oct 13, 2026
Pacific Park Financial, Inc.	2107255	81	164.8	Sep 30, 2026	Oct 13, 2026
FORTERIS WEALTH MANAGEMENT INC.	2107238	69	117.1	Sep 30, 2026	Oct 13, 2026
ANCHYRA PARTNERS LLC	2107106	433	474.3	Sep 30, 2026	Oct 13, 2026
TICINO WEALTH	2105416	136	291.9	Sep 30, 2026	Oct 13, 2026
Financial Planning Hawaii, Inc.	2105146	127	180.3	Sep 30, 2026	Oct 13, 2026
Pearl Planning LLC	2100519	61	228.0	Sep 30, 2026	Oct 13, 2026
Portus Wealth Advisors, LLC	2097516	50	110.6	Sep 30, 2026	Oct 13, 2026
Cooke Wealth Management, LLC	2093659	38	119.6	Sep 30, 2026	Oct 13, 2026
StoryOne LLC	2079652	1	2.0	Sep 30, 2026	Oct 13, 2026
Chicago Capital, LLC	1740053	372	4,316.9	Sep 30, 2026	Oct 13, 2026
OMNI 360 Wealth, Inc.	2010436	140	204.1	Sep 30, 2026	Oct 13, 2026
Park Capital Management, LLC / WI	1998000	224	196.7	Sep 30, 2026	Oct 13, 2026
Objective Capital Management, LLC	1924152	99	108.7	Sep 30, 2026	Oct 13, 2026
Able Wealth Management LLC	2011908	196	405.5	Sep 30, 2026	Oct 13, 2026
BankPlus Wealth Management LLC	2051117	117	223.0	Sep 30, 2026	Oct 13, 2026
Centurion Wealth Management LLC	1951368	280	405.7	Sep 30, 2026	Oct 13, 2026
Victrix Investment Advisors	2055229	74	245.9	Sep 30, 2026	Oct 13, 2026
Finivi Inc.	2101641	112	208.9	Sep 30, 2026	Oct 13, 2026
Bigelow Investment Advisors, LLC	1729516	154	269.8	Sep 30, 2026	Oct 13, 2026
VOISARD ASSET MANAGEMENT GROUP, INC.	2011215	113	535.2	Sep 30, 2026	Oct 13, 2026
LS Investment Advisors, LLC	1455845	128	745.4	Sep 30, 2026	Oct 13, 2026
FCG Investment Co	2011697	125	291.7	Sep 30, 2026	Oct 13, 2026
Scheeler Financial LLC New	2152854	78	78.4	Sep 30, 2026	Oct 13, 2026
FORM Wealth Advisors, LLC	2053294	59	830.7	Sep 30, 2026	Oct 13, 2026
CV Advisors LLC	1872254	114	593.6	Sep 30, 2026	Oct 13, 2026
Hixon Zuercher, LLC	1806752	92	345.6	Sep 30, 2026	Oct 13, 2026
Prospera Capital Management, LLC	2082673	2	0.4	Sep 30, 2026	Oct 13, 2026
Sullivan Wood Capital Management LLC	2077718	21	65.2	Sep 30, 2026	Oct 13, 2026
Bulwark Capital Corp	2075899	105	180.8	Sep 30, 2026	Oct 13, 2026