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
SPRING CAPITAL MANAGEMENT, LLC	1899146	56	208.4	Sep 30, 2026	Oct 09, 2026
FINANCIAL MANAGEMENT NETWORK INC	1844831	209	688.3	Sep 30, 2026	Oct 09, 2026
Barden Capital Management, Inc.	1906798	58	107.9	Sep 30, 2026	Oct 09, 2026
Insight Wealth Strategies, LLC	1749914	194	903.7	Sep 30, 2026	Oct 09, 2026
Castleview Partners, LLC	1737088	214	223.4	Sep 30, 2026	Oct 09, 2026
Monument Capital Management	1729428	255	461.8	Sep 30, 2026	Oct 09, 2026
Kopion Asset Management, LLC	1728689	20	153.9	Sep 30, 2026	Oct 09, 2026
WoodTrust Financial Corp	1725247	174	795.6	Sep 30, 2026	Oct 09, 2026
CenterStar Asset Management, LLC	1722053	216	421.2	Sep 30, 2026	Oct 09, 2026
Prism Advisors, Inc.	1717027	82	350.2	Sep 30, 2026	Oct 09, 2026
Douglas Lane & Associates, LLC	1672594	243	7,320.6	Sep 30, 2026	Oct 09, 2026
Freestate Advisors LLC	1660328	43	126.5	Sep 30, 2026	Oct 09, 2026
Deane Retirement Strategies, Inc.	1659346	53	244.0	Sep 30, 2026	Oct 09, 2026
Trust Co	1632554	913	1,137.2	Sep 30, 2026	Oct 09, 2026
Oak Grove Capital LLC	1661762	112	2,186.0	Sep 30, 2026	Oct 09, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC	1726808	26	1,594.7	Sep 30, 2026	Oct 09, 2026
SHAH CAPITAL MANAGEMENT	1383838	11	605.3	Sep 30, 2026	Oct 09, 2026
Marquette Asset Management, LLC	1395067	785	725.3	Sep 30, 2026	Oct 09, 2026
Atlas Brown,Inc.	1388168	236	365.7	Sep 30, 2026	Oct 09, 2026
Investment Partners Asset Management, Inc.	1384416	168	180.5	Sep 30, 2026	Oct 09, 2026
Gerald Baker Financial Group LLC	2133489	123	326.3	Sep 30, 2026	Oct 09, 2026
Blackstone Inc. A	1393818	2	6,028.3	Jun 30, 2026	Oct 09, 2026
Blackstone Inc. A	1393818	1	5,526.8	Mar 31, 2026	Oct 09, 2026
Blackstone Inc. A	1393818	1	6,003.1	Dec 31, 2025	Oct 09, 2026
CENTRAL BANK & TRUST CO	1175954	169	677.6	Sep 30, 2026	Oct 09, 2026
Intelligence Driven Advisers, LLC	1819955	134	512.7	Sep 30, 2026	Oct 09, 2026
Athena Wealth Management, LLC	2128243	102	134.9	Sep 30, 2026	Oct 09, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	2122180	170	135.9	Sep 30, 2026	Oct 09, 2026
Gouws Capital LLC	1908828	53	208.2	Sep 30, 2026	Oct 09, 2026
Kearns & Associates LLC	1908695	39	217.6	Sep 30, 2026	Oct 09, 2026
May Barnhard Investments LLC	2052759	87	230.7	Sep 30, 2026	Oct 09, 2026
DAVIDSON TRUST CO	1133119	183	248.6	Sep 30, 2026	Oct 09, 2026
DKM Wealth Management, Inc.	2055833	76	143.0	Sep 30, 2026	Oct 09, 2026
Stokes Capital Advisors, LLC	1734460	118	452.0	Sep 30, 2026	Oct 09, 2026
Mirador Capital Partners LP	1633446	224	856.1	Sep 30, 2026	Oct 09, 2026
CogentBlue Wealth Advisors, LLC	2054047	52	105.9	Sep 30, 2026	Oct 09, 2026
FELL CAPITAL MANAGEMENT /ADV	850601	94	110.1	Sep 30, 2026	Oct 09, 2026
Capital Advisors Wealth Management, LLC	1824700	232	850.8	Sep 30, 2026	Oct 09, 2026
Williams & Novak, LLC	1998419	149	161.2	Sep 30, 2026	Oct 09, 2026
Kaizen Financial Strategies	1842013	176	247.6	Sep 30, 2026	Oct 09, 2026
RFG - Bristol Wealth Advisors, LLC	2055104	172	416.2	Sep 30, 2026	Oct 09, 2026
Biltmore Wealth Management, LLC	1598102	59	278.9	Sep 30, 2026	Oct 09, 2026
Sound Income Strategies, LLC	1730960	477	2,093.0	Sep 30, 2026	Oct 09, 2026
Balefire, LLC	1750924	463	599.9	Sep 30, 2026	Oct 09, 2026
Decker Wealth Management LLC	2129751	122	492.0	Sep 30, 2026	Oct 09, 2026
Sprinkle Financial Consultants LLC	2011593	108	251.5	Sep 30, 2026	Oct 09, 2026
Castle Rock Wealth Management, LLC	1727605	267	508.8	Sep 30, 2026	Oct 09, 2026
David J Yvars Group	1836266	109	214.6	Sep 30, 2026	Oct 09, 2026
Lincoln Capital LLC	1633862	138	569.5	Sep 30, 2026	Oct 09, 2026
Successful Portfolios LLC	1721780	198	209.3	Sep 30, 2026	Oct 09, 2026