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
Applied Capital LLC/FL	1965393	93	251.6	Sep 30, 2026	Oct 07, 2026
Mendota Financial Group, LLC	1964538	32	156.5	Sep 30, 2026	Oct 07, 2026
Great Waters Wealth Management	1964535	131	1,111.6	Sep 30, 2026	Oct 07, 2026
Worth Asset Management, LLC	1927285	229	306.8	Sep 30, 2026	Oct 07, 2026
Echo45 Advisors LLC	1908617	120	162.1	Sep 30, 2026	Oct 07, 2026
Dominguez Wealth Management Solutions, Inc.	1881335	76	178.1	Sep 30, 2026	Oct 07, 2026
Bank of Finland	1844891	4	1,380.9	Sep 30, 2026	Oct 07, 2026
Rye Brook Capital LLC	1844147	35	114.5	Sep 30, 2026	Oct 07, 2026
MRA Advisory Group	1841816	151	239.8	Sep 30, 2026	Oct 07, 2026
Whitcomb & Hess, Inc.	1813577	65	466.9	Sep 30, 2026	Oct 07, 2026
EPIQ PARTNERS, LLC	1799435	97	222.4	Sep 30, 2026	Oct 07, 2026
Matrix Trust Co	1784277	102	681.3	Sep 30, 2026	Oct 07, 2026
Weaver Consulting Group	1780055	304	424.7	Sep 30, 2026	Oct 07, 2026
S.E.E.D. Planning Group LLC	1765515	98	408.3	Sep 30, 2026	Oct 07, 2026
Crumly & Associates Inc.	1759578	207	485.5	Sep 30, 2026	Oct 07, 2026
Cox Capital Mgt LLC	1748728	73	177.4	Sep 30, 2026	Oct 07, 2026
Pathway Financial Advisors LLC	1738828	128	824.7	Sep 30, 2026	Oct 07, 2026
Martin Capital Partners, LLC	1731216	73	278.9	Sep 30, 2026	Oct 07, 2026
SigFig Wealth Management, LLC	1696957	150	3,866.9	Sep 30, 2026	Oct 07, 2026
MFA WEALTH ADVISORS, LLC	1688184	93	582.8	Sep 30, 2026	Oct 07, 2026
Boston Standard Wealth Management, LLC	1630939	57	615.9	Sep 30, 2026	Oct 07, 2026
Canandaigua National Trust Co of Florida	1471384	143	177.7	Sep 30, 2026	Oct 07, 2026
Bath Savings Trust Co	1384943	176	964.4	Sep 30, 2026	Oct 07, 2026
Greenfield Savings Bank	1940406	147	263.7	Sep 30, 2026	Oct 07, 2026
PartnerRe Asset Management CORP	1301542	3	132.6	Sep 30, 2026	Oct 07, 2026
AMERICAN NATIONAL BANK & TRUST	1272164	615	1,089.7	Sep 30, 2026	Oct 07, 2026
Wealth Enhancement Trust Services, Inc.	2067696	779	912.6	Sep 30, 2026	Oct 07, 2026
RHODES INVESTMENT ADVISORS INC /ADV	1005186	124	135.1	Sep 30, 2026	Oct 07, 2026
Spectrum Advisors, Inc.	2153446	55	140.9	Jun 30, 2026	Oct 07, 2026
Cooper Financial Group	1751581	449	1,197.4	Sep 30, 2026	Oct 07, 2026
Red Spruce Capital, LLC	1795356	94	282.9	Sep 30, 2026	Oct 07, 2026
WALLER FINANCIAL PLANNING GROUP, INC	1736079	80	482.0	Sep 30, 2026	Oct 07, 2026
McAlister, Sweet & Associates, Inc.	1774087	35	149.7	Sep 30, 2026	Oct 07, 2026
KWMG, LLC	1633024	155	1,364.3	Sep 30, 2026	Oct 07, 2026
Lake Hills Wealth Management, LLC	1705594	62	208.3	Sep 30, 2026	Oct 07, 2026
FIG FINANCIAL ADVISORY SERVICES INC /ADV	753967	63	155.7	Sep 30, 2026	Oct 07, 2026
Seven Bridges Advisors LLC	1632929	17	221.2	Sep 30, 2026	Oct 07, 2026
Snow Phipps Group, LLC	1698661	2	264.1	Sep 30, 2026	Oct 07, 2026
KFA Private Wealth Group, LLC	1800556	157	404.4	Sep 30, 2026	Oct 07, 2026
Venture Visionary Partners LLC	1792283	737	3,593.6	Sep 30, 2026	Oct 07, 2026
Elm Partners Management LLC A	1743941	160	3,204.0	Jun 30, 2026	Oct 07, 2026
Elm Partners Management LLC A	1743941	154	2,595.9	Dec 31, 2025	Oct 07, 2026
Elm Partners Management LLC A	1743941	149	2,369.6	Sep 30, 2025	Oct 07, 2026
Elm Partners Management LLC A	1743941	101	2,020.8	Jun 30, 2025	Oct 07, 2026
Elm Partners Management LLC A	1743941	70	1,826.3	Mar 31, 2025	Oct 07, 2026
American National Bank of Texas	2086953	52	92.5	Sep 30, 2026	Oct 07, 2026
FIRST COMMUNITY TRUST NA	1130344	338	299.0	Sep 30, 2026	Oct 07, 2026
STEGINSKY CAPITAL LLC	1120048	8	609.8	Sep 30, 2026	Oct 07, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH	1105344	264	594.8	Sep 30, 2026	Oct 07, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO	1074266	309	1,133.7	Sep 30, 2026	Oct 07, 2026