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
Dickmeyer Boyce Financial Management, Inc.	2038325	127	195.4	Sep 30, 2026	Oct 08, 2026
Aletheian Wealth Advisors LLC	1922281	113	234.6	Sep 30, 2026	Oct 08, 2026
Apeiron RIA LLC	1801846	136	430.4	Sep 30, 2026	Oct 08, 2026
YHB Investment Advisors, Inc.	1469219	314	1,535.8	Sep 30, 2026	Oct 08, 2026
DIVERSIFIED MANAGEMENT INC	922372	236	531.7	Sep 30, 2026	Oct 08, 2026
Green Ridge Wealth Planning LLC	2117069	86	191.6	Sep 30, 2026	Oct 08, 2026
Independence Financial Advisors, LLC	2066080	55	397.7	Sep 30, 2026	Oct 08, 2026
Lee-Kelleher Wealth Management	2063827	48	192.2	Sep 30, 2026	Oct 08, 2026
ZynergyRetirementPlanningLLC	2031137	25	187.3	Sep 30, 2026	Oct 08, 2026
GAMMA Investing LLC	2010235	3,811	2,776.9	Sep 30, 2026	Oct 08, 2026
Farther Finance Advisors, LLC	1992825	6,054	13,467.2	Sep 30, 2026	Oct 08, 2026
Quintet Private Bank (Europe) S.A.	1977290	192	2,275.1	Sep 30, 2026	Oct 08, 2026
Ausbil Investment Management Ltd	1966036	66	198.8	Sep 30, 2026	Oct 08, 2026
SAPIENT CAPITAL LLC	1998653	392	7,362.2	Sep 30, 2026	Oct 08, 2026
Buska Wealth Management, LLC	1910503	75	277.2	Sep 30, 2026	Oct 08, 2026
CoreCap Advisors, LLC	1902501	3,122	3,191.0	Sep 30, 2026	Oct 08, 2026
Whalen Wealth Management Inc.	1894447	203	230.5	Sep 30, 2026	Oct 08, 2026
Davis Capital Management	1811806	1,175	166.9	Sep 30, 2026	Oct 08, 2026
Apella Capital, LLC	1801507	801	7,720.6	Sep 30, 2026	Oct 08, 2026
Kure Advisory, LLC	1986795	62	216.5	Sep 30, 2026	Oct 08, 2026
Invariant Investment Management	1850871	69	144.9	Sep 30, 2026	Oct 08, 2026
Factor Wealth Management LTD	2055816	163	652.1	Sep 30, 2026	Oct 08, 2026
Green Alpha Advisors, LLC	1439207	110	147.7	Sep 30, 2026	Oct 08, 2026
Wisconsin Wealth Advisors, LLC	2073891	84	115.6	Sep 30, 2026	Oct 08, 2026
Michael J. Porro & Co. Financial Advisors, Inc. New	2158818	130	119.3	Dec 31, 2025	Oct 08, 2026
Prota Financial, LLC	2126257	68	129.4	Sep 30, 2026	Oct 08, 2026
City Center Advisors, LLC	2030341	185	117.7	Sep 30, 2026	Oct 08, 2026
Exeter Financial, LLC	1752045	100	265.3	Sep 30, 2026	Oct 08, 2026
Westwind Capital	1729269	86	415.6	Sep 30, 2026	Oct 08, 2026
Neumann Advisory Hong Kong Ltd	1727862	4	312.2	Sep 30, 2026	Oct 08, 2026
Valeo Financial Advisors, LLC	1722641	861	4,498.7	Sep 30, 2026	Oct 08, 2026
Mn Services Vermogensbeheer B.V.	1666940	404	13,124.4	Sep 30, 2026	Oct 08, 2026
Hamilton Capital, LLC	1646639	155	1,764.0	Sep 30, 2026	Oct 08, 2026
Financial Enhancement Group LLC	1641438	139	794.8	Sep 30, 2026	Oct 08, 2026
HWG Holdings LP	1599390	45	424.6	Sep 30, 2026	Oct 08, 2026
Keystone Financial Planning, Inc.	1596906	39	389.5	Sep 30, 2026	Oct 08, 2026
Gradient Investments LLC	1542265	455	6,676.7	Sep 30, 2026	Oct 08, 2026
Artemis Investment Management LLP	1535385	200	11,462.6	Sep 30, 2026	Oct 08, 2026
Kessler Investment Group, LLC	1525947	82	204.5	Sep 30, 2026	Oct 08, 2026
REX Advisers, LLC	2016827	41	22.5	Sep 30, 2026	Oct 08, 2026
BONNESS ENTERPRISES INC	1105471	39	307.5	Sep 30, 2026	Oct 08, 2026
Adams Asset Advisors, LLC	1386929	91	973.9	Sep 30, 2026	Oct 08, 2026
Horrell Capital Management, Inc.	1385925	184	184.0	Sep 30, 2026	Oct 08, 2026
Fenimore Asset Management Inc	884566	90	4,523.8	Sep 30, 2026	Oct 08, 2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC	1276918	114	4,332.7	Sep 30, 2026	Oct 08, 2026
CHICKASAW CAPITAL MANAGEMENT LLC	1276460	89	2,758.1	Sep 30, 2026	Oct 08, 2026
Overbrook Management Corp	1269786	53	643.3	Sep 30, 2026	Oct 08, 2026
Hiley Hunt Wealth Management	2048051	49	257.4	Sep 30, 2026	Oct 08, 2026
Conrad Siegel Investment Advisors, Inc.	1905875	74	614.9	Sep 30, 2026	Oct 08, 2026
New Covenant Trust Company, N.A.	2023097	111	142.6	Sep 30, 2026	Oct 08, 2026