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
Long Corridor Asset Management Ltd	1845501	29	290.1	Sep 30, 2026	Nov 12, 2026
B&I Capital AG	1843527	29	41.9	Sep 30, 2026	Nov 12, 2026
Catawba River Capital	1843303	25	189.8	Sep 30, 2026	Nov 12, 2026
Tradition Wealth Management, LLC	1843010	567	1,585.4	Sep 30, 2026	Nov 12, 2026
CM Management, LLC	1841857	67	149.1	Sep 30, 2026	Nov 12, 2026
Olde Wealth Management, LLC	1840760	119	316.4	Sep 30, 2026	Nov 12, 2026
Schiavi & Co LLC	1840014	55	377.3	Sep 30, 2026	Nov 12, 2026
Helikon Investments Ltd	1839497	19	3,518.5	Sep 30, 2026	Nov 12, 2026
Venator Management LLC	1838211	26	439.5	Sep 30, 2026	Nov 12, 2026
Hexagon Capital Partners LLC	1831542	269	688.0	Sep 30, 2026	Nov 12, 2026
Ironclad Investments LLC	1824600	3	238.0	Sep 30, 2026	Nov 12, 2026
WEITZ INVESTMENT MANAGEMENT, INC.	883965	48	1,460.5	Sep 30, 2026	Nov 12, 2026
Symetra Investment Management Co	1811513	7	1,095.1	Sep 30, 2026	Nov 12, 2026
J. Mark Nickell & Co.	1811161	29	105.3	Sep 30, 2026	Nov 12, 2026
Standard Family Office LLC	1809494	84	253.6	Sep 30, 2026	Nov 12, 2026
Adaptive Financial Consulting, LLC	1804717	24	277.9	Sep 30, 2026	Nov 12, 2026
HC Advisors, LLC	1803295	57	152.7	Sep 30, 2026	Nov 12, 2026
1776 Wealth LLC	1803140	149	303.7	Sep 30, 2026	Nov 12, 2026
Perseverance Asset Management International	1802695	21	929.3	Sep 30, 2026	Nov 12, 2026
One Wealth Map LLC	1802635	109	202.6	Sep 30, 2026	Nov 12, 2026
Indie Asset Partners, LLC	1802244	96	112.5	Sep 30, 2026	Nov 12, 2026
Banque Cantonale Vaudoise	1793755	858	2,931.2	Sep 30, 2026	Nov 12, 2026
Fosse Capital Partners LLP	1789908	3	117.1	Sep 30, 2026	Nov 12, 2026
Madryn Asset Management, LP	1787423	2	55.5	Sep 30, 2026	Nov 12, 2026
Wolf Hill Capital Management, LP	1785988	21	844.1	Sep 30, 2026	Nov 12, 2026
ESL Trust Services, LLC	1785545	264	579.0	Sep 30, 2026	Nov 12, 2026
Osbon Capital Management LLC	1784418	544	133.6	Sep 30, 2026	Nov 12, 2026
Marcho Partners LLP	1782974	5	121.0	Sep 30, 2026	Nov 12, 2026
Osmosis Investment Management UK Ltd	1780700	444	2,233.6	Sep 30, 2026	Nov 12, 2026
E Fund Management (Hong Kong) Co., Ltd.	1777469	600	418.9	Sep 30, 2026	Nov 12, 2026
Charles Schwab Trust Bank	1776551	1	60.2	Sep 30, 2026	Nov 12, 2026
Zhang Financial LLC	1776290	406	3,542.8	Sep 30, 2026	Nov 12, 2026
Arkos Global Advisors	1769089	131	789.1	Sep 30, 2026	Nov 12, 2026
BROOKS, MOORE & ASSOCIATES, INC.	1767040	113	223.9	Sep 30, 2026	Nov 12, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	1766995	110	492.3	Sep 30, 2026	Nov 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1766904	786	563.9	Sep 30, 2026	Nov 12, 2026
Aisling Capital Management LP	1766721	14	299.3	Sep 30, 2026	Nov 12, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC	1908288	176	331.4	Sep 30, 2026	Nov 12, 2026
Tulsa Wealth Advisors, INC	2114442	170	736.2	Sep 30, 2026	Nov 12, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	1005607	191	1,763.2	Sep 30, 2026	Nov 12, 2026
Northstar Financial Companies, Inc.	2059828	110	148.4	Sep 30, 2026	Nov 12, 2026
Brand Asset Management Group, Inc.	1748766	230	421.7	Sep 30, 2026	Nov 12, 2026
GENTRY PRIVATE WEALTH, LLC	2022634	98	182.0	Sep 30, 2026	Nov 12, 2026
CFO4Life Group, LLC	1706351	241	733.0	Sep 30, 2026	Nov 12, 2026
ADAPT WEALTH ADVISORS, LLC	2013937	86	225.3	Sep 30, 2026	Nov 12, 2026
NI ACQUISITIONS COMPANY, LLC	2148757	59	263.7	Sep 30, 2026	Nov 12, 2026
Duncan Williams Asset Management, LLC	2011771	173	456.6	Sep 30, 2026	Nov 12, 2026
Spartan Wealth Advisory Services LLC	2075193	307	1,216.3	Sep 30, 2026	Nov 12, 2026
Beacon Bridge Wealth Partners, LLC	1965468	105	337.3	Sep 30, 2026	Nov 12, 2026
Aspiring Ventures, LLC	1738640	92	408.1	Sep 30, 2026	Nov 12, 2026