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
GREAT VALLEY ADVISOR GROUP, INC.	1769897	1,082	6,461.2	Sep 30, 2026	Nov 09, 2026
Brendel Financial Advisors LLC	1768065	107	220.1	Sep 30, 2026	Nov 09, 2026
Western Wealth Management, LLC	1767902	933	2,861.5	Sep 30, 2026	Nov 09, 2026
WEST MICHIGAN ADVISORS, LLC	1909879	282	519.6	Sep 30, 2026	Nov 09, 2026
KICKSTAND VENTURES, LLC.	2000355	142	532.0	Sep 30, 2026	Nov 09, 2026
REGIMEN WEALTH, LLC	1963863	76	358.6	Sep 30, 2026	Nov 09, 2026
TFR Capital, LLC.	2059325	166	365.5	Sep 30, 2026	Nov 09, 2026
M3 Wealth Management, LLC	2109365	35	142.9	Sep 30, 2026	Nov 09, 2026
RPS ADVISORY SOLUTIONS LLC	2031671	85	148.4	Sep 30, 2026	Nov 09, 2026
Nicholson Wealth Management Group, LLC	2035982	112	165.1	Sep 30, 2026	Nov 09, 2026
Concentrum Wealth Management	1765387	130	456.9	Sep 30, 2026	Nov 09, 2026
BURLING WEALTH PARTNERS, LLC	2054946	181	702.6	Sep 30, 2026	Nov 09, 2026
Legacy Capital Group California, Inc.	1977092	319	317.0	Sep 30, 2026	Nov 09, 2026
Legacy Financial Advisors, Inc.	1730810	422	809.6	Sep 30, 2026	Nov 09, 2026
N.E.W. Advisory Services LLC	1803456	985	1,469.7	Sep 30, 2026	Nov 09, 2026
Geneos Wealth Management Inc.	1764754	3,170	5,019.9	Sep 30, 2026	Nov 09, 2026
COMPASS ROSE ASSET MANAGEMENT, LP	1758811	31	916.2	Sep 30, 2026	Nov 09, 2026
EQ LLC	1757605	90	416.2	Sep 30, 2026	Nov 09, 2026
Delta Investment Management, LLC	1757043	282	587.8	Sep 30, 2026	Nov 09, 2026
Bridgewealth Advisory Group, LLC	1801982	138	530.8	Sep 30, 2026	Nov 09, 2026
Wall Street Financial Group, Inc.	2019337	126	180.4	Sep 30, 2026	Nov 09, 2026
NOVUS ADVISORS, LLC	2042508	50	42.7	Sep 30, 2026	Nov 09, 2026
Kennondale Capital Management LLC	2055199	80	154.4	Sep 30, 2026	Nov 09, 2026
Pandowealth. LLC	2143045	27	131.0	Sep 30, 2026	Nov 09, 2026
BWM Planning, LLC	2039698	93	442.0	Sep 30, 2026	Nov 09, 2026
DRIVE WEALTH MANAGEMENT, LLC	1952781	423	578.0	Sep 30, 2026	Nov 09, 2026
R.H. Investment Group, LLC	2048733	44	139.2	Sep 30, 2026	Nov 09, 2026
Intentional Wealth Strategies, LLC	2119881	68	98.9	Sep 30, 2026	Nov 09, 2026
CloudAlpha Capital Management Limited/Hong Kong	1745907	47	4,522.8	Sep 30, 2026	Nov 09, 2026
Semanteon Capital Management, LP	1738809	117	27.0	Sep 30, 2026	Nov 09, 2026
Silvant Capital Management LLC	1738728	406	4,941.5	Sep 30, 2026	Nov 09, 2026
Ceredex Value Advisors LLC	1738726	167	3,205.8	Sep 30, 2026	Nov 09, 2026
ODonnell Financial Services, LLC	1730962	75	322.0	Sep 30, 2026	Nov 09, 2026
Chesapeake Wealth Management	1730383	157	343.4	Sep 30, 2026	Nov 09, 2026
IFG Advisory, LLC	1728319	2,286	2,790.0	Sep 30, 2026	Nov 09, 2026
Francis Financial, Inc.	1727514	141	638.3	Sep 30, 2026	Nov 09, 2026
Belpointe Asset Management LLC	1721242	1,141	3,418.1	Sep 30, 2026	Nov 09, 2026
Beaton Management Co. Inc.	1714678	155	244.0	Sep 30, 2026	Nov 09, 2026
TPG Financial Advisors, LLC	1706669	86	318.1	Sep 30, 2026	Nov 09, 2026
Heritage Trust Co	1706028	307	1,136.5	Sep 30, 2026	Nov 09, 2026
Morse Asset Management, Inc	1705711	384	577.2	Sep 30, 2026	Nov 09, 2026
ACCESS FINANCIAL SERVICES, INC.	1699622	103	265.1	Sep 30, 2026	Nov 09, 2026
TFO Wealth Partners, LLC	1698750	106	773.9	Sep 30, 2026	Nov 09, 2026
Broadview Financial Management, LLC	1697024	41	150.0	Sep 30, 2026	Nov 09, 2026
CROBAN	1694663	78	211.6	Sep 30, 2026	Nov 09, 2026
ODDO BHF ASSET MANAGEMENT SAS A	1686970	7	8.0	Sep 30, 2025	Nov 09, 2026
PHOENIX ASSET MANAGEMENT PARTNERS Ltd	1685660	12	151.7	Sep 30, 2026	Nov 09, 2026
Riverpoint Wealth Management Holdings, LLC	1682733	63	544.9	Sep 30, 2026	Nov 09, 2026
Mirabaud Asset Management Ltd	1680493	49	107.6	Sep 30, 2026	Nov 09, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC	1674836	69	289.3	Sep 30, 2026	Nov 09, 2026