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
NICHOLS & PRATT ADVISERS LLP /MA	1141781	110	1,683.8	Sep 30, 2026	Oct 13, 2026
First County Bank /CT/	1983616	161	212.1	Sep 30, 2026	Oct 13, 2026
GATEWAY INVESTMENT ADVISERS LLC	1114618	833	11,022.9	Sep 30, 2026	Oct 13, 2026
LYNCH & ASSOCIATES/IN	1108965	125	697.1	Sep 30, 2026	Oct 13, 2026
FIRST FINANCIAL CORP /IN/	714562	299	280.0	Sep 30, 2026	Oct 13, 2026
Perpetual Ltd	1647273	391	6,499.6	Sep 30, 2026	Oct 13, 2026
Vertrix Wealth Management, LLC	2118328	99	288.6	Sep 30, 2026	Oct 13, 2026
Midwest Financial Network, LLC	2137280	105	132.4	Sep 30, 2026	Oct 13, 2026
JGP Wealth Management, LLC	1748278	242	1,115.6	Sep 30, 2026	Oct 13, 2026
Scott Capital Advisors, LLC	1905673	74	690.1	Sep 30, 2026	Oct 13, 2026
Burkett Asset Management Ltd	2109360	59	105.9	Sep 30, 2026	Oct 13, 2026
Paller Financial Services Inc	2095931	45	82.6	Sep 30, 2026	Oct 13, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC	1666613	73	363.6	Sep 30, 2026	Oct 13, 2026
Terra Nova Asset Management LLC	1658652	95	150.2	Sep 30, 2026	Oct 13, 2026
Stegent Equity Advisors, Inc.	1908976	90	106.8	Sep 30, 2026	Oct 13, 2026
Fermata Advisors, LLC	1859259	292	493.8	Sep 30, 2026	Oct 13, 2026
FIRST NATIONAL BANK SIOUX FALLS	1085041	151	318.8	Sep 30, 2026	Oct 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1079935	665	5,352.3	Sep 30, 2026	Oct 13, 2026
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP	1729545	7	1,041.4	Jun 30, 2026	Oct 13, 2026
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP	1729545	10	59.7	Mar 31, 2026	Oct 13, 2026
WOODSTOCK CORP	1008877	154	1,240.7	Sep 30, 2026	Oct 13, 2026
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP New	1729545	11	269.0	Dec 31, 2025	Oct 13, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC	1015308	480	5,724.6	Sep 30, 2026	Oct 13, 2026
FRANKLIN STREET ADVISORS INC /NC	1010873	157	1,795.2	Sep 30, 2026	Oct 13, 2026
GEM Asset Management, LLC	1963319	113	246.6	Sep 30, 2026	Oct 13, 2026
LINCOLN CAPITAL CORP	872359	100	305.9	Sep 30, 2026	Oct 13, 2026
WASATCH ADVISORS LP	814133	229	13,468.9	Sep 30, 2026	Oct 13, 2026
CULLEN INVESTMENT GROUP, LTD.	797203	177	835.7	Sep 30, 2026	Oct 13, 2026
AUGUSTINE ASSET MANAGEMENT INC	778963	128	463.1	Sep 30, 2026	Oct 13, 2026
GILL CAPITAL PARTNERS, LLC	729563	153	354.5	Sep 30, 2026	Oct 13, 2026
INDEPENDENT FINANCIAL GROUP, LLC	275484	1,565	5,253.3	Sep 30, 2026	Oct 13, 2026
MACKAY SHIELDS LLC	61227	20	379.1	Sep 30, 2026	Oct 13, 2026
EQUITABLE TRUST CO	33250	442	2,292.3	Sep 30, 2026	Oct 13, 2026
Go Invest LLC	2139692	103	471.1	Sep 30, 2026	Oct 09, 2026
Koenig Investment Advisory, LLC	2114481	38	136.2	Sep 30, 2026	Oct 09, 2026
LAWOOD & CO	2109484	94	144.5	Sep 30, 2026	Oct 09, 2026
Sherry Group, Inc.	2107738	50	104.4	Sep 30, 2026	Oct 09, 2026
Aventus Investment Advisors, Inc.	2093055	171	115.0	Sep 30, 2026	Oct 09, 2026
Delta Wealth Advisors LLC	1970701	48	133.0	Sep 30, 2026	Oct 09, 2026
Turner Capital Investments, LLC	2106280	6	117.6	Sep 30, 2026	Oct 09, 2026
Oak Root LLC	2027377	10	893.7	Sep 30, 2026	Oct 09, 2026
Integrated Financial Solutions, Inc.	2086529	35	194.8	Sep 30, 2026	Oct 09, 2026
SACKS & ASSOCIATES, LLC	2145868	79	131.0	Sep 30, 2026	Oct 09, 2026
HF Advisory Group, LLC	1963169	174	325.6	Sep 30, 2026	Oct 09, 2026
Adirondack Capital Advisors, LLC	2107623	45	175.7	Sep 30, 2026	Oct 09, 2026
Roan Capital Partners	2124783	78	117.0	Sep 30, 2026	Oct 09, 2026
Montz Harcus Wealth Management LLC	1918613	97	247.1	Sep 30, 2026	Oct 09, 2026
Client First Investment Management LLC	2018284	24	201.8	Sep 30, 2026	Oct 09, 2026
RTD Financial Advisors, Inc.	1810555	124	802.9	Sep 30, 2026	Oct 09, 2026
Gallagher Capital Advisors, LLC	2034519	72	167.7	Sep 30, 2026	Oct 09, 2026