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
Aviso Financial Inc.	2033534	266	2,940.1	Sep 30, 2026	Nov 12, 2026
Optimize Financial Inc	2033266	368	520.8	Sep 30, 2026	Nov 12, 2026
Paul R. Ried Financial Group, LLC	2033053	47	237.4	Sep 30, 2026	Nov 12, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	2032331	104	2,232.8	Sep 30, 2026	Nov 12, 2026
GCQ FUNDS MANAGEMENT PTY Ltd	2031554	18	706.1	Sep 30, 2026	Nov 12, 2026
Strategic Financial Partners, Ltd.	2027921	91	239.6	Sep 30, 2026	Nov 12, 2026
KCM Capital Inc	2026745	35	692.9	Sep 30, 2026	Nov 12, 2026
Havemeyer Place LP	2026128	298	366.5	Sep 30, 2026	Nov 12, 2026
Morgan Stanley Institutional Investment Advisors LLC	2026079	5	1,000.9	Sep 30, 2026	Nov 12, 2026
SEEDS INVESTOR LLC	2021047	395	970.2	Sep 30, 2026	Nov 12, 2026
WealthCollab, LLC	2017870	1,015	289.0	Sep 30, 2026	Nov 12, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	2016209	53	157.0	Sep 30, 2026	Nov 12, 2026
Gallo Partners, LP	2015727	30	9.5	Sep 30, 2026	Nov 12, 2026
Accent Capital Management, LLC	2014179	320	231.0	Sep 30, 2026	Nov 12, 2026
WHI TRUST Co LLC	2013902	55	175.1	Sep 30, 2026	Nov 12, 2026
CacheTech Inc.	2013390	171	593.6	Sep 30, 2026	Nov 12, 2026
Creekmur Asset Management LLC	2013091	5	3.2	Sep 30, 2026	Nov 12, 2026
ATLANTIC FAMILY WEALTH, LLC	2012511	66	152.9	Sep 30, 2026	Nov 12, 2026
Silver Coast Investments LLC	2012033	115	327.4	Sep 30, 2026	Nov 12, 2026
Spinecap SAS	2011727	16	384.7	Sep 30, 2026	Nov 12, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	2011649	95	162.4	Sep 30, 2026	Nov 12, 2026
NorthStar Asset Management LLC /NJ/	2011587	110	257.5	Sep 30, 2026	Nov 12, 2026
Novak & Powell Financial Services, Inc.	2011548	161	205.4	Sep 30, 2026	Nov 12, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC	2011194	35	139.2	Sep 30, 2026	Nov 12, 2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	2011081	40	2,080.9	Sep 30, 2026	Nov 12, 2026
Fielder Capital Group LLC	2010765	317	491.3	Sep 30, 2026	Nov 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	2010186	1,451	8,123.1	Sep 30, 2026	Nov 12, 2026
Fidelis Wealth Advisors LLC	2010051	22	57.8	Sep 30, 2026	Nov 12, 2026
Glenorchy Capital Ltd	2008506	64	2,817.4	Sep 30, 2026	Nov 12, 2026
Monolith Management Ltd	2008306	20	198.5	Sep 30, 2026	Nov 12, 2026
Traction Financial Partners, LLC	2007748	68	173.7	Sep 30, 2026	Nov 12, 2026
Urban Financial Advisory Corp	2005378	51	449.2	Sep 30, 2026	Nov 12, 2026
Siren, L.L.C.	2005245	111	4,231.4	Sep 30, 2026	Nov 12, 2026
Savvy Advisors, Inc.	2003633	1,422	5,809.1	Sep 30, 2026	Nov 12, 2026
Frazier Financial Advisors, LLC	2002745	788	209.4	Sep 30, 2026	Nov 12, 2026
Westfuller Advisors, LLC	2024115	756	328.0	Sep 30, 2026	Nov 12, 2026
WHITTIER TRUST CO	1137881	1,351	10,137.8	Sep 30, 2026	Nov 12, 2026
WHITTIER TRUST CO OF NEVADA INC	1263548	1,901	5,424.7	Sep 30, 2026	Nov 12, 2026
Ramirez Asset Management, Inc.	1992110	349	776.0	Sep 30, 2026	Nov 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC	2006218	246	443.4	Sep 30, 2026	Nov 12, 2026
Samara Investment Management, LLC	2110507	126	181.9	Sep 30, 2026	Nov 12, 2026
PRUDENT INVESTORS NETWORK, INC.	1766005	90	472.6	Sep 30, 2026	Nov 12, 2026
Melia Wealth LLC	1964047	30	174.0	Sep 30, 2026	Nov 12, 2026
SUMMITPOINT CAPITAL MANAGEMENT	2108283	39	94.2	Sep 30, 2026	Nov 12, 2026
CBM Financial, LLC	2055702	18	178.1	Sep 30, 2026	Nov 12, 2026
Crestmont Private Wealth LLC	1873372	92	355.6	Sep 30, 2026	Nov 12, 2026
Vantus Wealth LLC	2109783	233	186.6	Sep 30, 2026	Nov 12, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC	2071183	74	186.2	Sep 30, 2026	Nov 12, 2026
Dash Acquisitions Inc.	1745885	72	490.9	Sep 30, 2026	Nov 12, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC	1723223	238	646.9	Sep 30, 2026	Nov 12, 2026