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
Congress Park Capital LLC	1730945	130	365.3	Sep 30, 2026	Oct 13, 2026
Clarus Wealth Advisors	1730149	86	235.3	Sep 30, 2026	Oct 13, 2026
Allied Investment Advisors, LLC	1729869	112	1,057.3	Sep 30, 2026	Oct 13, 2026
McCollum Christoferson Group LLC	1727573	88	588.9	Sep 30, 2026	Oct 13, 2026
Oak Asset Management, LLC	1726375	112	317.1	Sep 30, 2026	Oct 13, 2026
Refined Wealth Management	1724729	47	160.6	Sep 30, 2026	Oct 13, 2026
Fluent Financial, LLC	1722283	46	270.7	Sep 30, 2026	Oct 13, 2026
Sage Capital Advisors,llc	1714107	145	487.3	Sep 30, 2026	Oct 13, 2026
Family Legacy, Inc.	1706016	124	363.0	Sep 30, 2026	Oct 13, 2026
Founders Capital Management	1704300	67	217.2	Sep 30, 2026	Oct 13, 2026
Perennial Advisors, LLC	1697360	140	658.5	Sep 30, 2026	Oct 13, 2026
Pettinga Financial Advisors LLC	1694592	157	559.8	Sep 30, 2026	Oct 13, 2026
Connecticut Wealth Management, LLC	1689829	338	2,507.4	Sep 30, 2026	Oct 13, 2026
Trinity Wealth Management, LLC	1685364	90	306.3	Sep 30, 2026	Oct 13, 2026
SL ADVISORS, LLC	1680365	31	50.8	Sep 30, 2026	Oct 13, 2026
Krilogy Financial LLC	1659047	1,081	3,445.6	Sep 30, 2026	Oct 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	1654599	800	2,655.7	Sep 30, 2026	Oct 13, 2026
First PREMIER Bank	1653926	388	607.9	Sep 30, 2026	Oct 13, 2026
Triad Investment Management	1615717	32	74.5	Sep 30, 2026	Oct 13, 2026
Fragasso Financial Advisors Inc	1613331	376	1,953.5	Sep 30, 2026	Oct 13, 2026
Mengis Capital Management, Inc.	1609674	200	652.8	Sep 30, 2026	Oct 13, 2026
SMI Advisory Services, LLC	1609008	58	557.3	Sep 30, 2026	Oct 13, 2026
FAGAN ASSOCIATES, INC.	1607866	139	829.0	Sep 30, 2026	Oct 13, 2026
Dynamic Advisor Solutions LLC	1599747	1,026	3,380.4	Sep 30, 2026	Oct 13, 2026
Somerset Trust Co	1597099	184	351.1	Sep 30, 2026	Oct 13, 2026
Sivik Global Healthcare LLC	1596452	35	175.0	Sep 30, 2026	Oct 13, 2026
PEAVINE CAPITAL, LLC	1594540	9	456.6	Sep 30, 2026	Oct 13, 2026
Nepsis Inc.	1587643	28	317.5	Sep 30, 2026	Oct 13, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	1365707	447	547.3	Sep 30, 2026	Oct 13, 2026
Copeland Capital Management, LLC	1541743	295	4,340.6	Sep 30, 2026	Oct 13, 2026
TEALWOOD ASSET MANAGEMENT INC	1164062	122	251.1	Sep 30, 2026	Oct 13, 2026
Beacon Capital Management, Inc.	1575301	139	1,497.8	Sep 30, 2026	Oct 13, 2026
Addenda Capital Inc.	1569411	131	3,004.8	Sep 30, 2026	Oct 13, 2026
Edge Wealth Management LLC	1567163	89	661.5	Sep 30, 2026	Oct 13, 2026
COOPER INVESTORS PTY LTD	1561728	37	187.1	Sep 30, 2026	Oct 13, 2026
Gilman Hill Asset Management, LLC	1551969	220	705.2	Sep 30, 2026	Oct 13, 2026
Stonehearth Capital Management, LLC	1550191	92	258.4	Sep 30, 2026	Oct 13, 2026
HEFFERNAN ADVISORY, INC	1536230	57	148.9	Sep 30, 2026	Oct 13, 2026
Sarasin & Partners LLP	1510481	111	8,925.7	Sep 30, 2026	Oct 13, 2026
THOMAS STORY & SON LLC	1505207	53	289.9	Sep 30, 2026	Oct 13, 2026
Asset Allocation & Management Company, LLC	1498383	67	313.8	Sep 30, 2026	Oct 13, 2026
Bison Wealth, LLC	1845251	504	811.1	Sep 30, 2026	Oct 13, 2026
MONTRUSCO BOLTON INVESTMENTS INC.	1475940	85	5,768.2	Sep 30, 2026	Oct 13, 2026
HARBOR INVESTMENT ADVISORY, LLC	1468792	1,431	1,385.0	Sep 30, 2026	Oct 13, 2026
B. Riley Wealth Advisors, Inc.	1464811	1,090	2,454.4	Sep 30, 2026	Oct 13, 2026
Mechanics Bank Trust Department	1439743	204	734.8	Sep 30, 2026	Oct 13, 2026
Fisher Funds Management LTD	1435028	170	3,436.9	Sep 30, 2026	Oct 13, 2026
SALEM INVESTMENT COUNSELORS INC	884423	412	4,004.5	Sep 30, 2026	Oct 13, 2026
Fruth Investment Management	1416856	212	379.7	Sep 30, 2026	Oct 13, 2026
Twele Capital Management, Inc.	1411268	39	588.0	Sep 30, 2026	Oct 13, 2026