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
ELLERSON GROUP INC /ADV	935570	64	172.7	Sep 30, 2026	Nov 04, 2026
HARTFORD INVESTMENT MANAGEMENT CO	922439	489	3,530.7	Sep 30, 2026	Nov 04, 2026
JOHN G ULLMAN & ASSOCIATES INC	919530	180	772.4	Sep 30, 2026	Nov 04, 2026
Long Road Investment Counsel, LLC	1620081	81	258.8	Sep 30, 2026	Nov 04, 2026
Diversified Portfolios, Inc.	1634212	211	1,442.3	Sep 30, 2026	Nov 04, 2026
Midwest Capital Advisors, LLC	2026480	232	229.4	Sep 30, 2026	Nov 04, 2026
LEUTHOLD GROUP, LLC	1170152	241	1,062.4	Sep 30, 2026	Nov 04, 2026
WESBANCO BANK INC	877134	470	3,010.9	Sep 30, 2026	Nov 04, 2026
Alexander Randolph Advisory, Inc.	874816	41	122.8	Sep 30, 2026	Nov 04, 2026
CITIGROUP INC	831001	5,792	299,894.7	Sep 30, 2026	Nov 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	819864	2,357	2,013.6	Sep 30, 2026	Nov 04, 2026
CHEMUNG CANAL TRUST CO	790354	111	507.6	Sep 30, 2026	Nov 04, 2026
ACCOUNT MANAGEMENT LLC	769954	25	99.2	Sep 30, 2026	Nov 04, 2026
Tweedy, Browne Co LLC	732905	98	1,228.4	Sep 30, 2026	Nov 04, 2026
SEARLE & CO.	710127	187	418.0	Sep 30, 2026	Nov 04, 2026
DIMENSIONAL FUND ADVISORS LP	354204	3,216	550,343.4	Sep 30, 2026	Nov 04, 2026
Welch & Forbes LLC	105495	390	8,336.8	Sep 30, 2026	Nov 04, 2026
HAZLETT, BURT & WATSON, INC.	46392	903	370.2	Sep 30, 2026	Nov 04, 2026
Eiger Wealth Management, LLC	2161353	17	4.6	Sep 30, 2026	Nov 03, 2026
Eiger Wealth Management, LLC	2161353	12	3.2	Jun 30, 2026	Nov 03, 2026
Eiger Wealth Management, LLC New	2161353	16	3.5	Dec 31, 2025	Nov 03, 2026
Twin Peaks Capital Ltd	2153025	24	169.4	Sep 30, 2026	Nov 03, 2026
Montgomery Financial Services LLC	2149844	367	73.3	Sep 30, 2026	Nov 03, 2026
S&A Financial Services, Inc.	2140428	85	143.2	Sep 30, 2026	Nov 03, 2026
Madrid Financial Services	2135336	25	128.5	Sep 30, 2026	Nov 03, 2026
Henshaw Capital LLC	2131483	107	3,133.0	Sep 30, 2026	Nov 03, 2026
American State Bank (Iowa)	2122473	137	243.6	Sep 30, 2026	Nov 03, 2026
Amicus Financial Advisors, LLC	2113629	91	386.0	Sep 30, 2026	Nov 03, 2026
Sanchez Gaunt Capital Management, LLC	2113492	192	164.0	Sep 30, 2026	Nov 03, 2026
Phillip James Consulting Co.	2111830	369	145.8	Sep 30, 2026	Nov 03, 2026
AFFINITY WEALTH LLC	2111764	44	152.4	Sep 30, 2026	Nov 03, 2026
LiftPoint Family Wealth Advisors LLC	2110810	64	141.5	Sep 30, 2026	Nov 03, 2026
Reality Financial Planning Services, LLC	2110687	20	103.8	Sep 30, 2026	Nov 03, 2026
Belleair Asset Management, LLC	2108102	81	116.9	Sep 30, 2026	Nov 03, 2026
J. Team Financial, Inc.	2107629	97	113.9	Sep 30, 2026	Nov 03, 2026
Richard Young Associates, Ltd.	2107563	31	154.5	Sep 30, 2026	Nov 03, 2026
Rayburn West Financial Services LLC	2107467	84	192.8	Sep 30, 2026	Nov 03, 2026
Key Capital Management, INC	2107249	799	211.7	Sep 30, 2026	Nov 03, 2026
Palatine Hill Wealth Management, LLC	2107248	52	134.6	Sep 30, 2026	Nov 03, 2026
Ethos Capital Management, Inc.	2106214	61	145.8	Sep 30, 2026	Nov 03, 2026
Cannon Capital Management, Inc.	2100130	31	141.2	Sep 30, 2026	Nov 03, 2026
Networth Advisors, LLC	2099019	395	169.5	Sep 30, 2026	Nov 03, 2026
ABBINGTON INVESTMENT GROUP	2088867	51	140.7	Sep 30, 2026	Nov 03, 2026
Fundamenta Capital S.A.	2088289	12	143.1	Sep 30, 2026	Nov 03, 2026
BXM Wealth LLC	2052379	157	172.9	Sep 30, 2026	Nov 03, 2026
Rockport Wealth LLC	2022866	105	492.1	Sep 30, 2026	Nov 03, 2026
KDK Private Wealth Management, LLC	1776910	58	124.5	Sep 30, 2026	Nov 03, 2026
Provident Living Financial Services, Inc.	2083149	53	102.6	Sep 30, 2026	Nov 03, 2026
111 Capital	2060412	552	671.4	Sep 30, 2026	Nov 03, 2026
J. Derek Lewis & Associates Inc.	2077884	234	553.0	Sep 30, 2026	Nov 03, 2026