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
Clientfirst Wealth Management, LLC	1915494	52	134.9	Sep 30, 2026	Nov 04, 2026
CENTRAL BANK OF BRAZIL	1914083	8	0.0	Sep 30, 2026	Nov 04, 2026
Blackston Financial Advisory Group, LLC	1910984	115	177.3	Sep 30, 2026	Nov 04, 2026
Joseph Group Capital Management	1910383	398	542.7	Sep 30, 2026	Nov 04, 2026
Fingerlakes Wealth Management, Inc.	1910248	94	178.9	Sep 30, 2026	Nov 04, 2026
Missouri Trust & Investment Co	1908186	145	348.2	Sep 30, 2026	Nov 04, 2026
1620 INVESTMENT ADVISORS, INC.	1907281	703	153.3	Sep 30, 2026	Nov 04, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC	1902806	142	378.3	Sep 30, 2026	Nov 04, 2026
DMKC Advisory Services, LLC	1901337	78	407.3	Sep 30, 2026	Nov 04, 2026
Allspring Global Investments Holdings, LLC	1890906	1,961	63,444.0	Sep 30, 2026	Nov 04, 2026
1888 Investments, LLC	1885092	7	62.8	Sep 30, 2026	Nov 04, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC	1857144	167	349.3	Sep 30, 2026	Nov 04, 2026
Montis Financial, LLC	1844314	151	439.0	Sep 30, 2026	Nov 04, 2026
Curran Financial Partners, LLC	1843867	143	535.1	Sep 30, 2026	Nov 04, 2026
Strategic Equity Management	1843578	38	105.6	Sep 30, 2026	Nov 04, 2026
APEIRON CAPITAL Ltd	1843111	7	56.5	Sep 30, 2026	Nov 04, 2026
Jackson Creek Investment Advisors LLC	1831003	306	289.9	Sep 30, 2026	Nov 04, 2026
Working Capital Advisors (UK) Ltd.	1807878	2	39.4	Sep 30, 2026	Nov 04, 2026
Citizens National Bank Trust Department	1806425	399	677.8	Sep 30, 2026	Nov 04, 2026
Running Oak Capital LLC	1803994	58	605.8	Sep 30, 2026	Nov 04, 2026
Visionary Wealth Advisors	1802984	684	2,483.6	Sep 30, 2026	Nov 04, 2026
HOHIMER WEALTH MANAGEMENT, LLC A	1802533	386	1,023.0	Sep 30, 2026	Nov 04, 2026
Elevated Capital Advisors, LLC	1802387	870	283.2	Sep 30, 2026	Nov 04, 2026
Aufman Associates Inc	1801573	67	243.0	Sep 30, 2026	Nov 04, 2026
AXS Investments LLC	1801467	199	992.2	Sep 30, 2026	Nov 04, 2026
R. W. Roge & Company, Inc.	1800745	67	278.1	Sep 30, 2026	Nov 04, 2026
Cairn Investment Group, Inc.	1800358	63	206.8	Sep 30, 2026	Nov 04, 2026
Avion Wealth	1792704	1,381	558.9	Sep 30, 2026	Nov 04, 2026
Triton Wealth Management, PLLC	1791126	133	273.4	Sep 30, 2026	Nov 04, 2026
Deseret Mutual Benefit Administrators	1789351	516	288.7	Sep 30, 2026	Nov 04, 2026
Global Wealth Management Investment Advisory, Inc.	1767855	155	713.1	Sep 30, 2026	Nov 04, 2026
Blue Water Asset Management	2033384	113	260.0	Sep 30, 2026	Nov 04, 2026
Journey Advisory Group, LLC	1840085	279	1,322.6	Sep 30, 2026	Nov 04, 2026
Gryphon Financial Partners LLC	1729094	388	1,152.1	Sep 30, 2026	Nov 04, 2026
GLR Partners, LLC	2134831	106	199.8	Sep 30, 2026	Nov 04, 2026
NKCFO LLC	1757282	86	326.3	Sep 30, 2026	Nov 04, 2026
Accuvest Global Advisors	1497637	63	123.5	Sep 30, 2026	Nov 04, 2026
Griffith & Werner, Inc.	2057200	79	249.7	Sep 30, 2026	Nov 04, 2026
Facet Wealth, Inc.	1748271	464	7,905.0	Sep 30, 2026	Nov 04, 2026
GABLES CAPITAL MANAGEMENT INC.	1740839	501	265.8	Sep 30, 2026	Nov 04, 2026
Pinion Investment Advisors, LLC	1738738	206	541.3	Sep 30, 2026	Nov 04, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC	1734398	91	1,022.9	Sep 30, 2026	Nov 04, 2026
D.B. Root & Company, LLC	1731717	195	458.7	Sep 30, 2026	Nov 04, 2026
Quadrant Private Wealth Management, LLC	1727454	326	739.3	Sep 30, 2026	Nov 04, 2026
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC	1845620	8	43.9	Sep 30, 2026	Nov 04, 2026
Mattern Wealth Management LLC	1802376	175	605.7	Sep 30, 2026	Nov 04, 2026
Guardian Financial Partners, LLC	1723514	76	260.2	Sep 30, 2026	Nov 04, 2026
Union Bancaire Privee, UBP SA	1716607	462	6,934.7	Sep 30, 2026	Nov 04, 2026
Csenge Advisory Group	1715593	758	2,318.0	Sep 30, 2026	Nov 04, 2026
Brickley Wealth Management	1712533	74	718.2	Sep 30, 2026	Nov 04, 2026