Latest 13F Filings

Every SEC 13F-HR report from institutional investors, newest filing date first — 203,700 filings tracked, with first-time filers flagged.

Filer	CIK	Positions	Value ($M)	Report Date	Filed
Clarity Financial LLC	1862145	138	1,109.2	Sep 30, 2026	Nov 12, 2026
Marshall Financial Group, LLC	1841496	323	647.4	Sep 30, 2026	Nov 12, 2026
Signet Private Wealth LLC	2096298	126	114.3	Sep 30, 2026	Nov 12, 2026
Oxbow Advisors, LLC	1564770	254	1,351.6	Sep 30, 2026	Nov 12, 2026
Audent Global Asset Management, LLC	1834874	45	87.5	Sep 30, 2026	Nov 12, 2026
BROADWATER CAPITAL MANAGEMENT LLC	2084339	206	140.7	Sep 30, 2026	Nov 12, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd.	2080247	171	384.1	Sep 30, 2026	Nov 12, 2026
NerdWallet Wealth Partners, LLC	2079593	73	317.9	Sep 30, 2026	Nov 12, 2026
HORAN Wealth, LLC	2072569	351	979.4	Sep 30, 2026	Nov 12, 2026
Life Cycle Investment Partners Ltd	2072459	158	24,098.1	Sep 30, 2026	Nov 12, 2026
LOM Asset Management Ltd	2077907	288	387.8	Sep 30, 2026	Nov 12, 2026
HFM Investment Advisors, LLC	2067972	67	276.2	Sep 30, 2026	Nov 12, 2026
Aspen Capital Management, LLC	2065974	84	456.9	Sep 30, 2026	Nov 12, 2026
Nicholson Meyer Capital Management, Inc.	2065771	50	163.3	Sep 30, 2026	Nov 12, 2026
Reliant Investment Partners, LLC	2069207	115	131.8	Sep 30, 2026	Nov 12, 2026
Phil A. Younker & Associates, Ltd.	2063635	27	145.1	Sep 30, 2026	Nov 12, 2026
Advisors Capital Management, LLC	1345576	658	9,583.6	Sep 30, 2026	Nov 12, 2026
Axis Wealth Partners, LLC	2052531	185	205.3	Sep 30, 2026	Nov 12, 2026
Cloud Capital Management, LLC	2060492	120	263.8	Sep 30, 2026	Nov 12, 2026
Wills Financial Group LLC	2059579	81	283.9	Sep 30, 2026	Nov 12, 2026
Elite Financial, Inc.	2059349	55	219.4	Sep 30, 2026	Nov 12, 2026
Wealth Management Strategies, Inc.	2057285	41	261.1	Sep 30, 2026	Nov 12, 2026
Columbia River Financial Group, LLC	2057074	58	142.9	Sep 30, 2026	Nov 12, 2026
PINNEY & SCOFIELD, INC.	2056763	240	217.6	Sep 30, 2026	Nov 12, 2026
ASK CAPITAL MANAGEMENT, LLC	2056598	2	581.7	Sep 30, 2026	Nov 12, 2026
Boulay Financial Advisors, LLC	2056342	315	1,812.8	Sep 30, 2026	Nov 12, 2026
Groupe la Francaise	2056088	475	8,635.8	Sep 30, 2026	Nov 12, 2026
Superior Planning, LLC New	2055916	2,139	233.6	Sep 30, 2026	Nov 12, 2026
ArborFi Advisors, LLC	2054674	50	125.0	Sep 30, 2026	Nov 12, 2026
Bravias Capital Group, LLC	2054328	101	170.3	Sep 30, 2026	Nov 12, 2026
BLI - Banque de Luxembourg Investments	2052594	188	3,030.2	Sep 30, 2026	Nov 12, 2026
Planning Project LLC	2052480	276	536.6	Sep 30, 2026	Nov 12, 2026
Prime Buchholz LLC	2051999	44	296.7	Sep 30, 2026	Nov 12, 2026
Westmount Partners, LLC	2051491	281	459.8	Sep 30, 2026	Nov 12, 2026
SHARPEPOINT LLC	2046822	88	182.1	Sep 30, 2026	Nov 12, 2026
LYNWOOD PRICE CAPITAL MANAGEMENT LP	2046605	13	192.7	Sep 30, 2026	Nov 12, 2026
Irth Capital Management LP	2046144	1	32.1	Sep 30, 2026	Nov 12, 2026
Legacy Wealth Managment, LLC/ID	2045082	215	211.6	Sep 30, 2026	Nov 12, 2026
PLANWISER FINANCIAL, LLC	2043741	55	142.2	Sep 30, 2026	Nov 12, 2026
Galilei Investment Office LLP	2043729	29	209.1	Sep 30, 2026	Nov 12, 2026
WIM INVESTMENT MANAGEMENT Ltd	2042565	19	257.6	Sep 30, 2026	Nov 12, 2026
Millstone Evans Group, LLC	2041943	881	172.2	Sep 30, 2026	Nov 12, 2026
Principia Wealth Advisory, LLC	2041436	1,059	164.8	Sep 30, 2026	Nov 12, 2026
von Borstel & Associates, Inc.	2041065	45	490.6	Sep 30, 2026	Nov 12, 2026
Talos Eurisko Asset Management LP	2041062	22	517.1	Sep 30, 2026	Nov 12, 2026
Aster Capital Management (DIFC) Ltd	2040915	963	274.2	Sep 30, 2026	Nov 12, 2026
Wealthspire Retirement, LLC	2040084	329	1,790.7	Sep 30, 2026	Nov 12, 2026
Brightwater Advisory LLC	2034566	60	152.8	Sep 30, 2026	Nov 12, 2026
Hershey Financial Advisers, LLC	2034214	87	116.5	Sep 30, 2026	Nov 12, 2026
Northwest & Ethical Investments L.P.	2033536	670	4,067.2	Sep 30, 2026	Nov 12, 2026