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
CATALYST FINANCIAL PARTNERS LLC	1927537	426	1,036.0	Sep 30, 2026	Nov 06, 2026
Menlo Ventures Management, L.P.	1911541	5	240.6	Sep 30, 2026	Nov 06, 2026
Carson Advisory Inc.	1909304	195	207.3	Sep 30, 2026	Nov 06, 2026
BCR Wealth Strategies, LLC	1908380	32	355.0	Sep 30, 2026	Nov 06, 2026
Evolution Advisers, Inc.	1906967	61	277.4	Sep 30, 2026	Nov 06, 2026
Silver Oak Advisory Group, Inc.	1906937	94	257.9	Sep 30, 2026	Nov 06, 2026
EARNED WEALTH ADVISORS, LLC	1905663	331	1,626.6	Sep 30, 2026	Nov 06, 2026
Collier Financial	1902901	154	132.6	Sep 30, 2026	Nov 06, 2026
WIN ADVISORS, INC	1897144	78	198.0	Sep 30, 2026	Nov 06, 2026
Collaborative Wealth Managment Inc.	1896419	171	219.0	Sep 30, 2026	Nov 06, 2026
R Squared Ltd	1896148	512	187.3	Sep 30, 2026	Nov 06, 2026
Nykredit A/S	1847328	1,908	27,225.9	Sep 30, 2026	Nov 06, 2026
Addison Advisors LLC	1843745	785	208.4	Sep 30, 2026	Nov 06, 2026
McLean Asset Management Corp	1833140	177	751.9	Sep 30, 2026	Nov 06, 2026
High Ground Investment Management LLP	1828180	7	1,296.2	Sep 30, 2026	Nov 06, 2026
Carl P. Sherr & Co., LLC	1818535	132	232.2	Sep 30, 2026	Nov 06, 2026
AF Advisors, Inc.	1818044	31	118.3	Sep 30, 2026	Nov 06, 2026
Fortis Group Advisors, LLC	1815183	616	496.5	Sep 30, 2026	Nov 06, 2026
Auxano Advisors, LLC	1811491	213	507.6	Sep 30, 2026	Nov 06, 2026
IvyRock Asset Management (HK) Ltd	1809525	20	189.4	Sep 30, 2026	Nov 06, 2026
Andar Capital Management HK Ltd	1805591	12	170.2	Sep 30, 2026	Nov 06, 2026
Trust Co of Kansas	1803988	58	190.1	Sep 30, 2026	Nov 06, 2026
Stonebridge Financial Planning Group, LLC	1802494	184	273.6	Sep 30, 2026	Nov 06, 2026
NATURAL INVESTMENTS, LLC	1800245	309	421.0	Sep 30, 2026	Nov 06, 2026
PETERSON WEALTH MANAGEMENT	1785144	184	212.1	Sep 30, 2026	Nov 06, 2026
Legacy Trust	1772483	220	588.6	Sep 30, 2026	Nov 06, 2026
Knuff & Co LLC	1768089	141	410.7	Sep 30, 2026	Nov 06, 2026
Shah Wealth Advisors, LLC	2149018	72	484.2	Sep 30, 2026	Nov 06, 2026
Cornerstone Advisory, LLC	1668189	282	1,265.5	Sep 30, 2026	Nov 06, 2026
Hardy Reed LLC	1761871	259	1,573.3	Sep 30, 2026	Nov 06, 2026
Bedel Financial Consulting, Inc.	1730511	311	1,050.9	Sep 30, 2026	Nov 06, 2026
Accretive Wealth Partners, LLC	1844444	172	468.2	Sep 30, 2026	Nov 06, 2026
RASP WEALTH SOLUTIONS, LLC	2059754	94	248.2	Sep 30, 2026	Nov 06, 2026
McKinney Capital Management, LLC	2133532	86	221.9	Sep 30, 2026	Nov 06, 2026
Headland Capital, LLC	2056637	61	373.8	Sep 30, 2026	Nov 06, 2026
Portfolio Strategies, Inc.	1753271	75	834.0	Sep 30, 2026	Nov 06, 2026
Good Steward Wealth Advisors,LLC	2060772	63	156.7	Sep 30, 2026	Nov 06, 2026
Thayer Partners, LLC / MA	2010185	97	239.3	Sep 30, 2026	Nov 06, 2026
Bonfire Financial	1762539	61	153.2	Sep 30, 2026	Nov 06, 2026
McElhenny Sheffield Capital Management, LLC	1886813	90	288.6	Sep 30, 2026	Nov 06, 2026
BML Capital Management, LLC	1616824	20	186.5	Sep 30, 2026	Nov 06, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD.	1564835	151	146.6	Sep 30, 2026	Nov 06, 2026
Institute for Wealth Management, LLC.	1533954	548	1,069.6	Sep 30, 2026	Nov 06, 2026
Lutz Financial Services LLC	1737112	106	1,624.4	Sep 30, 2026	Nov 06, 2026
Q3 Asset Management	1732543	60	486.1	Sep 30, 2026	Nov 06, 2026
GUARDCAP ASSET MANAGEMENT Ltd	1732008	19	1,461.6	Sep 30, 2026	Nov 06, 2026
Luken Investment Analytics, LLC	1730546	166	262.9	Sep 30, 2026	Nov 06, 2026
PFA Pension, Forsikringsaktieselskab	1730073	426	39,521.0	Sep 30, 2026	Nov 06, 2026
Nikulski Financial, Inc.	1729847	167	431.0	Sep 30, 2026	Nov 06, 2026
Lester Murray Antman dba SimplyRich	1725888	223	419.3	Sep 30, 2026	Nov 06, 2026