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
KAVAR CAPITAL PARTNERS GROUP, LLC	1841766	211	849.1	Sep 30, 2026	Nov 06, 2026
POINCIANA ADVISORS GROUP, LLC	2054543	117	126.5	Sep 30, 2026	Nov 06, 2026
LBP AM SA	1970075	498	10,974.9	Sep 30, 2026	Nov 06, 2026
Entruity Wealth, LLC	1719303	55	155.1	Sep 30, 2026	Nov 06, 2026
Clearstead Trust, LLC	1708001	1,022	773.4	Sep 30, 2026	Nov 06, 2026
Jordan Park Group LLC	1707975	66	1,368.8	Sep 30, 2026	Nov 06, 2026
ALGEBRIS (UK) LTD	1700286	70	1,781.7	Sep 30, 2026	Nov 06, 2026
ICICI Prudential Asset Management Co Ltd	1697850	158	958.1	Sep 30, 2026	Nov 06, 2026
UG Investment Advisers Ltd.	1697814	7	80.4	Sep 30, 2026	Nov 06, 2026
GenTrust, LLC	1697110	206	2,465.9	Sep 30, 2026	Nov 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	1696715	941	3,329.6	Sep 30, 2026	Nov 06, 2026
Share Andrew L.	1693672	50	133.9	Sep 30, 2026	Nov 06, 2026
Clearwater Capital Advisors, LLC	1690531	196	1,345.9	Sep 30, 2026	Nov 06, 2026
IBEX WEALTH ADVISORS	1686242	215	1,285.4	Sep 30, 2026	Nov 06, 2026
PERSONAL CFO SOLUTIONS, LLC	1677501	477	630.2	Sep 30, 2026	Nov 06, 2026
Compass Financial Group, Inc.	1666910	51	226.0	Sep 30, 2026	Nov 06, 2026
Mandatum Life Insurance Co Ltd	1664324	79	570.0	Sep 30, 2026	Nov 06, 2026
Alphabet Inc.	1652044	29	88,346.0	Sep 30, 2026	Nov 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC A	1649451	1,735	8,964.5	Sep 30, 2026	Nov 06, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1644956	399	30,825.6	Sep 30, 2026	Nov 06, 2026
ACT Capital Partners, L.P. New	1875197	56	151.6	Sep 30, 2026	Nov 06, 2026
CLEAR INVESTMENT RESEARCH, LLC	1635523	61	64.2	Sep 30, 2026	Nov 06, 2026
Private Advisory Group LLC	1632965	323	1,768.3	Sep 30, 2026	Nov 06, 2026
SVB WEALTH LLC	1626116	359	1,276.0	Sep 30, 2026	Nov 06, 2026
AG Asset Advisory, LLC	1625008	29	138.0	Sep 30, 2026	Nov 06, 2026
Merit Financial Group, LLC	1621225	2,407	16,955.7	Sep 30, 2026	Nov 06, 2026
EagleClaw Capital Managment, LLC	1607636	149	741.4	Sep 30, 2026	Nov 06, 2026
Moors & Cabot, Inc.	1607239	970	2,596.9	Sep 30, 2026	Nov 06, 2026
First Trust Capital Management L.P.	1604488	183	2,060.9	Sep 30, 2026	Nov 06, 2026
Tortoise Investment Management, LLC	1599511	258	1,283.8	Sep 30, 2026	Nov 06, 2026
Loudon Investment Management, LLC	1597089	93	202.7	Sep 30, 2026	Nov 06, 2026
Municipal Employees' Retirement System of Michigan	1588873	27	5,996.9	Sep 30, 2026	Nov 06, 2026
Sustainable Insight Capital Management, LLC	1580677	84	238.5	Sep 30, 2026	Nov 06, 2026
Winch Advisory Services, LLC	1585822	528	464.8	Sep 30, 2026	Nov 06, 2026
Bernicke Wealth Management, Ltd.	1569863	109	795.4	Sep 30, 2026	Nov 06, 2026
Divco West Real Estate Services, LLC	1561877	4	84.6	Sep 30, 2026	Nov 06, 2026
NewSquare Capital LLC	1546989	245	1,327.6	Sep 30, 2026	Nov 06, 2026
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	1545545	176	38.7	Sep 30, 2026	Nov 06, 2026
Gladius Capital Management LP	1540656	6	0.6	Sep 30, 2026	Nov 06, 2026
SWISS RE LTD	1519921	235	188.2	Sep 30, 2026	Nov 06, 2026
Fiera Capital Corp	1505817	415	25,286.3	Sep 30, 2026	Nov 06, 2026
VISTA CAPITAL PARTNERS, INC.	1486946	176	1,142.2	Sep 30, 2026	Nov 06, 2026
Savant Capital, LLC	1482880	2,416	34,328.0	Sep 30, 2026	Nov 06, 2026
Diversified Trust Co	1479844	1,032	4,536.5	Sep 30, 2026	Nov 06, 2026
NUANCE INVESTMENTS, LLC	1473182	53	541.2	Sep 30, 2026	Nov 06, 2026
Prime Capital Management Co Ltd	1448793	7	1,183.4	Sep 30, 2026	Nov 06, 2026
GOULD ASSET MANAGEMENT LLC /CA/	1091961	172	589.0	Sep 30, 2026	Nov 06, 2026
Baker Avenue Asset Management, LP	1432529	827	5,252.8	Sep 30, 2026	Nov 06, 2026
HAMEL ASSOCIATES, INC. A	1599760	89	362.6	Sep 30, 2026	Nov 06, 2026
INCA Investments LLC	1513137	10	276.2	Sep 30, 2026	Nov 06, 2026