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
UMB Bank, n.a.	933429	2,281	7,507.1	Sep 30, 2026	Nov 06, 2026
Essex Woodlands Management, Inc.	1542339	5	323.1	Sep 30, 2026	Nov 06, 2026
Tensor Edge Capital, LLC	2096531	14	1,401.7	Sep 30, 2026	Nov 06, 2026
AlpInvest Partners B.V.	1512910	14	82.8	Sep 30, 2026	Nov 06, 2026
Carlyle Group Inc.	1527166	16	8,361.4	Sep 30, 2026	Nov 06, 2026
BASS SID R	1242829	1	2.9	Sep 30, 2026	Nov 06, 2026
Fisher Asset Management, LLC	850529	1,057	345,587.2	Sep 30, 2026	Nov 06, 2026
Clearstead Advisors, LLC	842775	3,511	10,516.6	Sep 30, 2026	Nov 06, 2026
MERIDIAN MANAGEMENT CO	806097	83	407.0	Sep 30, 2026	Nov 06, 2026
REAVES W H & CO INC	740913	86	5,454.6	Sep 30, 2026	Nov 06, 2026
MONEY CONCEPTS CAPITAL CORP	716851	622	1,822.6	Sep 30, 2026	Nov 06, 2026
GLOBE LIFE INC.	320335	2	367.7	Sep 30, 2026	Nov 06, 2026
BARCLAYS PLC	312069	5,264	497,007.4	Sep 30, 2026	Nov 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	109380	1,697	1,527.2	Sep 30, 2026	Nov 06, 2026
Summit Investment Advisors, Inc.\KS	2162251	100	198.1	Sep 30, 2026	Nov 05, 2026
Summit Investment Advisors, Inc.\KS	2162251	100	218.4	Jun 30, 2026	Nov 05, 2026
Summit Investment Advisors, Inc.\KS	2162251	99	196.6	Mar 31, 2026	Nov 05, 2026
Summit Investment Advisors, Inc.\KS New	2162251	97	186.3	Dec 31, 2025	Nov 05, 2026
Financial Management, Inc.	2143070	47	108.7	Sep 30, 2026	Nov 05, 2026
Investment Management Trust, LLC	2131759	77	112.8	Sep 30, 2026	Nov 05, 2026
RETIREMITTEN FINANCIAL LLC	2127635	49	248.0	Sep 30, 2026	Nov 05, 2026
LRZ CAPITAL LLC	2111919	29	320.2	Sep 30, 2026	Nov 05, 2026
Advisory Advocates, LLC	2111697	186	113.5	Sep 30, 2026	Nov 05, 2026
Silver Grove Financial Group, Inc.	2111172	2,605	192.8	Sep 30, 2026	Nov 05, 2026
TritonPoint Partners, LLC	2111167	258	567.5	Sep 30, 2026	Nov 05, 2026
BLUEDOOR PRIVATE WEALTH, LLC	2110994	163	224.8	Sep 30, 2026	Nov 05, 2026
Tannin Capital LLC	2110834	156	129.3	Sep 30, 2026	Nov 05, 2026
Mueller Wealth, LLC	2110608	19	147.8	Sep 30, 2026	Nov 05, 2026
Danmarks Nationalbank	2110543	1	1,423.6	Sep 30, 2026	Nov 05, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC	2110449	26	122.6	Sep 30, 2026	Nov 05, 2026
CORE WEALTH ADVISORS, LLC	2110114	32	131.6	Sep 30, 2026	Nov 05, 2026
Ferguson Johnson Wealth Management Inc	2109387	38	127.6	Sep 30, 2026	Nov 05, 2026
Simcoe Capital LLC	2109203	35	145.9	Sep 30, 2026	Nov 05, 2026
STOLZ & ASSOCIATES, PS	2108989	41	170.6	Sep 30, 2026	Nov 05, 2026
ASO GROUP Ltd	2108771	65	345.6	Sep 30, 2026	Nov 05, 2026
True Light Capital Pte. Ltd.	2107386	8	127.4	Sep 30, 2026	Nov 05, 2026
High Point Wealth Management, LLC	2106882	299	93.1	Sep 30, 2026	Nov 05, 2026
Montaka Global Pty Ltd	2104890	26	230.7	Sep 30, 2026	Nov 05, 2026
MFF Capital Investments Ltd	2104888	26	1,531.0	Sep 30, 2026	Nov 05, 2026
OP Asset Management Ltd	2097005	758	11,818.3	Sep 30, 2026	Nov 05, 2026
CARLSON FINANCIAL, INC.	2134889	189	161.6	Sep 30, 2026	Nov 05, 2026
Flagship Private Wealth, LLC	1842560	112	268.9	Sep 30, 2026	Nov 05, 2026
ACADEMY CAPITAL MANAGEMENT	1031972	38	743.1	Sep 30, 2026	Nov 05, 2026
Bensler, LLC	1965941	204	1,039.9	Sep 30, 2026	Nov 05, 2026
Greenspring Advisors, LLC	1922200	364	2,198.9	Sep 30, 2026	Nov 05, 2026
Burk Holdings LLC	2079815	954	287.0	Sep 30, 2026	Nov 05, 2026
LETSON INVESTMENT MANAGEMENT, INC.	2078069	105	272.7	Sep 30, 2026	Nov 05, 2026
Cherokee Insurance Co	2077903	129	264.4	Sep 30, 2026	Nov 05, 2026
Liberty Street Advisors, Inc.	1489178	5	463.5	Sep 30, 2026	Nov 05, 2026
Turn8 Private Wealth Inc.	2070026	54	143.1	Sep 30, 2026	Nov 05, 2026