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
TRIGLAV INVESTMENTS, D.O.O. A	2056690	172	1,892.7	Sep 30, 2026	Nov 06, 2026
10Elms LLP	2056650	307	206.9	Sep 30, 2026	Nov 06, 2026
Everest Financial Group LLC	2056391	218	741.9	Sep 30, 2026	Nov 06, 2026
Groupe des Assurances du Credit Mutuel	2056266	1	0.0	Sep 30, 2026	Nov 06, 2026
Astra Wealth Partners LLC	2054825	108	168.7	Sep 30, 2026	Nov 06, 2026
Warburton Capital Management, LLC	2054795	71	282.3	Sep 30, 2026	Nov 06, 2026
Partners in Financial Planning	2054264	127	642.4	Sep 30, 2026	Nov 06, 2026
Purkiss Capital Advisors LLC	2053150	175	262.8	Sep 30, 2026	Nov 06, 2026
OFC FINANCIAL PLANNING, LLC	2052590	55	116.4	Sep 30, 2026	Nov 06, 2026
GKV Capital Management Co., Inc.	2052321	82	310.6	Sep 30, 2026	Nov 06, 2026
BankPlus Trust Department	2047270	187	421.7	Sep 30, 2026	Nov 06, 2026
Valued Retirements, Inc.	2044874	98	96.3	Sep 30, 2026	Nov 06, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	2044324	137	820.4	Sep 30, 2026	Nov 06, 2026
Carnegie Lake Advisors LLC A	2043591	176	268.4	Sep 30, 2026	Nov 06, 2026
Generali Investments Towarzystwo Funduszy Inwestycyjnych	2043130	148	274.0	Sep 30, 2026	Nov 06, 2026
Generali Powszechne Towarzystwo Emerytalne	2042955	25	733.0	Sep 30, 2026	Nov 06, 2026
Lightrock Netherlands B.V.	2041485	34	526.9	Sep 30, 2026	Nov 06, 2026
Kedalion Capital Management LLP	2041209	5	4,287.3	Sep 30, 2026	Nov 06, 2026
IronOak Wealth LLC.	2037081	59	100.9	Sep 30, 2026	Nov 06, 2026
S-Bank Fund Management Ltd	2036461	247	839.8	Sep 30, 2026	Nov 06, 2026
Ariadne Wealth Management, LP	2034793	260	225.4	Sep 30, 2026	Nov 06, 2026
Napean Trading & Investment Co (Singapore) PTE Ltd	2011874	9	231.6	Sep 30, 2026	Nov 06, 2026
Darden Wealth Group Inc	2011221	156	245.7	Sep 30, 2026	Nov 06, 2026
PFC CAPITAL GROUP, INC.	2010374	90	271.0	Sep 30, 2026	Nov 06, 2026
Elite Life Management LLC	2010262	57	89.0	Sep 30, 2026	Nov 06, 2026
One Degree Advisors Inc	2005743	80	458.4	Sep 30, 2026	Nov 06, 2026
Arrow Capital Pty Ltd	2005134	18	113.5	Sep 30, 2026	Nov 06, 2026
Keener Financial Planning LLC	2004495	64	280.8	Sep 30, 2026	Nov 06, 2026
Austin Wealth Management, LLC	2003112	123	459.6	Sep 30, 2026	Nov 06, 2026
truNorth Financial Services, Inc.	2108201	60	114.4	Sep 30, 2026	Nov 06, 2026
OFI INVEST ASSET MANAGEMENT	1977602	346	11,225.0	Sep 30, 2026	Nov 06, 2026
CHANNEL WEALTH LLC	1975550	188	441.6	Sep 30, 2026	Nov 06, 2026
Werba Rubin Papier Wealth Management	1971029	323	831.6	Sep 30, 2026	Nov 06, 2026
Heritage Wealth Management, Inc./Texas	1966400	42	266.5	Sep 30, 2026	Nov 06, 2026
Tillman Hartley LLC	1966355	104	476.9	Sep 30, 2026	Nov 06, 2026
Financial Freedom, LLC	1965484	347	191.3	Sep 30, 2026	Nov 06, 2026
Evergreen Wealth Management, LLC	1965292	58	219.6	Sep 30, 2026	Nov 06, 2026
First Citizens Asset Management, Inc.	1964116	32	141.9	Sep 30, 2026	Nov 06, 2026
Mountain Capital Investment Advisors Inc.	1714506	94	720.2	Sep 30, 2026	Nov 06, 2026
LITTLE HOUSE CAPITAL LLC	1748814	118	446.4	Sep 30, 2026	Nov 06, 2026
LITTLEJOHN FINANCIAL SERVICES, INC.	2031637	69	133.6	Sep 30, 2026	Nov 06, 2026
ForthRight Wealth Management, LLC	1841633	81	402.4	Sep 30, 2026	Nov 06, 2026
MELFA WEALTH MANAGEMENT, INC.	1962465	197	177.6	Sep 30, 2026	Nov 06, 2026
WARNER FINANCIAL, INC	1927175	150	338.0	Sep 30, 2026	Nov 06, 2026
Uniting Wealth Partners, LLC	2056414	221	434.0	Sep 30, 2026	Nov 06, 2026
Coston, McIsaac & Partners	1945037	589	391.3	Sep 30, 2026	Nov 06, 2026
Oakwell Private Wealth Management, LLC	1844024	83	654.6	Sep 30, 2026	Nov 06, 2026
Acuitas Investments, LLC	1524828	13	2.6	Sep 30, 2026	Nov 06, 2026
Sage Financial Management Group, Inc.	1762086	61	376.3	Sep 30, 2026	Nov 06, 2026
Opus Financial Solutions LLC	1934041	108	111.4	Sep 30, 2026	Nov 06, 2026