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
Florida Trust Wealth Management Co	1651023	456	4,015.2	Sep 30, 2026	Nov 05, 2026
Performa Ltd (US), LLC	1650303	49	621.8	Sep 30, 2026	Nov 05, 2026
Hurley Capital, LLC	1632844	644	203.2	Sep 30, 2026	Nov 05, 2026
Brick & Kyle, Associates	1632253	61	291.1	Sep 30, 2026	Nov 05, 2026
Aflac Inc	4977	4	87.5	Sep 30, 2026	Nov 05, 2026
Bishop & Co Investment Management, LLC	1603276	26	307.5	Sep 30, 2026	Nov 05, 2026
Riggs Asset Managment Co. Inc.	1601348	127	526.5	Sep 30, 2026	Nov 05, 2026
Joel Isaacson & Co., LLC	1599330	504	3,463.8	Sep 30, 2026	Nov 05, 2026
NAPLES GLOBAL ADVISORS, LLC	1582151	462	1,574.0	Sep 30, 2026	Nov 05, 2026
Northern Capital Management, Inc.	1581794	56	233.8	Sep 30, 2026	Nov 05, 2026
OARSMAN CAPITAL, INC.	1569667	262	873.9	Sep 30, 2026	Nov 05, 2026
VICUS CAPITAL	1544806	272	1,416.0	Sep 30, 2026	Nov 05, 2026
Illinois Municipal Retirement Fund	1541910	1,121	8,934.6	Sep 30, 2026	Nov 05, 2026
Aspen Investment Management Inc	1541596	182	348.9	Sep 30, 2026	Nov 05, 2026
Hendershot Investments Inc.	1541496	137	772.8	Sep 30, 2026	Nov 05, 2026
SUMMIT SECURITIES GROUP LLC	1531593	736	598.5	Sep 30, 2026	Nov 05, 2026
General Motors Holdings LLC	1497345	4	56.7	Sep 30, 2026	Nov 05, 2026
State of New Jersey Common Pension Fund D	1483066	1,793	27,912.8	Sep 30, 2026	Nov 05, 2026
Mesirow Financial Investment Management, Inc.	1469475	551	6,326.6	Sep 30, 2026	Nov 05, 2026
HS Management Partners, LLC	1455253	22	236.4	Sep 30, 2026	Nov 05, 2026
IMC-Chicago, LLC	1452861	1,460	10,506.7	Sep 30, 2026	Nov 05, 2026
Aspire Private Capital, LLC	1767340	176	458.2	Sep 30, 2026	Nov 05, 2026
Summer Road LLC	1604873	23	135.2	Sep 30, 2026	Nov 05, 2026
FIDELITY D & D BANCORP INC	1098151	111	275.1	Sep 30, 2026	Nov 05, 2026
Lisanti Capital Growth, LLC	1424467	95	372.9	Sep 30, 2026	Nov 05, 2026
Three Bridge Wealth Advisors, LLC	1950962	582	459.0	Sep 30, 2026	Nov 05, 2026
GS Investments, Inc.	1714590	133	138.9	Sep 30, 2026	Nov 05, 2026
PCG ASSET MANAGEMENT, LLC	2054906	106	139.9	Sep 30, 2026	Nov 05, 2026
Rareview Capital LLC	2044533	59	209.8	Sep 30, 2026	Nov 05, 2026
Fund Evaluation Group, LLC	1356249	86	4,126.0	Sep 30, 2026	Nov 05, 2026
Endure Capital Management, LLC	2055657	38	304.2	Sep 30, 2026	Nov 05, 2026
Guinness Atkinson Asset Management Inc	1409765	108	224.7	Sep 30, 2026	Nov 05, 2026
Guinness Asset Management LTD	1409661	185	6,208.2	Sep 30, 2026	Nov 05, 2026
J.W. COLE ADVISORS, INC.	1404763	1,593	5,654.2	Sep 30, 2026	Nov 05, 2026
GRANVILLE CAPITAL, INC.	1404784	103	228.1	Sep 30, 2026	Nov 05, 2026
MAGNOLIA GROUP, LLC	1618376	25	305.5	Sep 30, 2026	Nov 05, 2026
Smith Partners Wealth Management, LLC	2111036	67	137.2	Sep 30, 2026	Nov 05, 2026
Peachtree Investment Partners, LLC	1743863	134	312.0	Sep 30, 2026	Nov 05, 2026
LB Partners LLC	2007877	37	151.8	Sep 30, 2026	Nov 05, 2026
Summit Asset Management, LLC	1509974	183	775.3	Sep 30, 2026	Nov 05, 2026
WBI INVESTMENTS, LLC	1397424	283	361.9	Sep 30, 2026	Nov 05, 2026
Bank of New York Mellon Corp	1390777	4,273	604,491.1	Sep 30, 2026	Nov 05, 2026
AMG National Trust Bank	1388829	456	4,750.2	Sep 30, 2026	Nov 05, 2026
TrueMark Investments, LLC	1974457	178	514.6	Sep 30, 2026	Nov 05, 2026
Systelligence, LLC	1882691	57	733.3	Sep 30, 2026	Nov 05, 2026
Wakefield Asset Management LLLP	1600435	213	411.4	Sep 30, 2026	Nov 05, 2026
Forest Hill Capital, LLC	1316550	21	141.4	Sep 30, 2026	Nov 05, 2026
REGIONS FINANCIAL CORP	1281761	854	16,286.0	Sep 30, 2026	Nov 05, 2026
WBH ADVISORY INC	1259671	361	1,400.3	Sep 30, 2026	Nov 05, 2026
Occidental Asset Management, LLC	1770994	378	1,133.7	Sep 30, 2026	Nov 05, 2026