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
EverSource Wealth Advisors, LLC	1710537	4,501	2,988.0	Sep 30, 2026	Nov 04, 2026
Milestone Resources Group Ltd	1708139	9	1,483.4	Sep 30, 2026	Nov 04, 2026
Palacios Wealth Management, LLC	2053829	83	187.5	Sep 30, 2026	Nov 04, 2026
Kohmann Bosshard Financial Services, LLC	1696615	222	1,143.9	Sep 30, 2026	Nov 04, 2026
Tandem Investment Advisors, Inc.	1694284	63	1,270.8	Sep 30, 2026	Nov 04, 2026
Cabana LLC	1688539	4	15.6	Sep 30, 2026	Nov 04, 2026
EQUITY INVESTMENT CORP	1685771	81	5,265.1	Sep 30, 2026	Nov 04, 2026
Cornerstone Wealth Management, LLC	1674117	748	2,231.0	Sep 30, 2026	Nov 04, 2026
HORIZON FINANCIAL SERVICES, LLC	1674020	638	245.2	Sep 30, 2026	Nov 04, 2026
Kinsale Capital Group, Inc.	1669162	38	766.4	Sep 30, 2026	Nov 04, 2026
GARDA CAPITAL PARTNERS LP	1666905	5	126.7	Sep 30, 2026	Nov 04, 2026
PHYSICIANS FINANCIAL SERVICES, INC.	1665518	106	400.5	Sep 30, 2026	Nov 04, 2026
Longitude (Cayman) Ltd. A	1664999	45	313.3	Jun 30, 2026	Nov 04, 2026
D'Orazio & Associates, Inc.	1646821	328	836.4	Sep 30, 2026	Nov 04, 2026
Eukles Asset Management	1632553	242	241.4	Sep 30, 2026	Nov 04, 2026
C WorldWide Group Holding A/S	1625244	96	3,955.6	Sep 30, 2026	Nov 04, 2026
HOERTKORN RICHARD CHARLES	1598177	66	121.7	Sep 30, 2026	Nov 04, 2026
Idaho Trust Co	1568069	94	318.3	Sep 30, 2026	Nov 04, 2026
Prospera Financial Services Inc	1541625	1,509	7,542.0	Sep 30, 2026	Nov 04, 2026
KAMES CAPITAL plc	1539994	174	9,432.4	Sep 30, 2026	Nov 04, 2026
Genus Capital Management Inc.	1532385	217	993.9	Sep 30, 2026	Nov 04, 2026
Van Berkom & Associates Inc.	1524408	63	2,806.6	Sep 30, 2026	Nov 04, 2026
Mizuho Securities Co. Ltd.	1520309	19	4.0	Sep 30, 2026	Nov 04, 2026
SIMPLEX TRADING, LLC	1488542	2,664	3,060.0	Sep 30, 2026	Nov 04, 2026
Narwhal Capital Management	1461287	167	1,486.6	Sep 30, 2026	Nov 04, 2026
5th Street Advisors, LLC	1911026	53	240.2	Sep 30, 2026	Nov 04, 2026
GreatBanc Trust CO	1427099	66	165.8	Sep 30, 2026	Nov 04, 2026
Plante Moran Financial Advisors, LLC	1424717	742	1,733.0	Sep 30, 2026	Nov 04, 2026
Altium Capital Management LLC	1746382	20	68.8	Sep 30, 2026	Nov 04, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	897599	88	1,275.1	Sep 30, 2026	Nov 04, 2026
United Capital Management of KS, Inc.	1753219	96	747.4	Sep 30, 2026	Nov 04, 2026
Penn Capital Management Company, LLC	1158202	172	1,371.6	Sep 30, 2026	Nov 04, 2026
EQUITEC PROPRIETARY MARKETS, LLC	1143261	84	397.4	Sep 30, 2026	Nov 04, 2026
DBA TRADING, LLC	2067608	29	59.3	Sep 30, 2026	Nov 04, 2026
CPWA, LLC	2134744	94	82.2	Sep 30, 2026	Nov 04, 2026
Shoker Investment Counsel, Inc.	1599623	115	382.6	Sep 30, 2026	Nov 04, 2026
NIA IMPACT ADVISORS, LLC	1815217	81	229.6	Sep 30, 2026	Nov 04, 2026
Compagnie Lombard Odier SCmA	1615423	459	9,716.5	Sep 30, 2026	Nov 04, 2026
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC	1028074	31	242.4	Sep 30, 2026	Nov 04, 2026
REICON WEALTH ADVISORS, LLC	1888847	100	119.4	Sep 30, 2026	Nov 04, 2026
Granite Investment Partners, LLC	1542266	271	1,832.5	Sep 30, 2026	Nov 04, 2026
SYNTAX RESEARCH, INC.	1999827	193	127.6	Sep 30, 2026	Nov 04, 2026
AlphaCore Capital LLC	1713662	1,625	5,815.9	Sep 30, 2026	Nov 04, 2026
Richard C. Young & CO., LTD.	1387304	97	1,332.9	Sep 30, 2026	Nov 04, 2026
MYCIO WEALTH PARTNERS, LLC	1371726	48	499.9	Sep 30, 2026	Nov 04, 2026
Beutel, Goodman & Co Ltd.	1361974	164	12,688.2	Sep 30, 2026	Nov 04, 2026
Fulcrum Asset Management LLP	1353395	1,251	2,131.4	Sep 30, 2026	Nov 04, 2026
Blue Grotto Capital, LLC	1764725	28	1,455.1	Sep 30, 2026	Nov 04, 2026
Context Capital Management, LLC	1301396	341	900.2	Sep 30, 2026	Nov 04, 2026
WATERS PARKERSON & CO., LLC	1222993	194	2,078.2	Sep 30, 2026	Nov 04, 2026