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
Tao Capital Management LP	1802967	6	1,084.1	Sep 30, 2026	Nov 13, 2026
Houlihan Financial Resource Group, Ltd.	1802879	114	266.4	Sep 30, 2026	Nov 13, 2026
Blue Whale Capital LLP	1801547	24	3,226.0	Sep 30, 2026	Nov 13, 2026
Modus Advisors, LLC	1799284	119	377.3	Sep 30, 2026	Nov 13, 2026
Avalon Trust Co	1798150	449	1,590.4	Sep 30, 2026	Nov 13, 2026
CBIZ Investment Advisory Services, LLC	1795934	315	2,819.0	Sep 30, 2026	Nov 13, 2026
Kingsview Wealth Management, LLC	1791965	1,450	7,693.9	Sep 30, 2026	Nov 13, 2026
Spider Management Company, LLC	1791621	7	1,411.5	Sep 30, 2026	Nov 13, 2026
Spider Management Company, LLC A	1791621	7	1,608.3	Jun 30, 2026	Nov 13, 2026
Crake Asset Management LLP	1789082	28	4,571.0	Sep 30, 2026	Nov 13, 2026
PSI Advisors, LLC	1779040	150	415.7	Sep 30, 2026	Nov 13, 2026
Sanctuary Advisors, LLC	1777271	2,953	22,472.8	Sep 30, 2026	Nov 13, 2026
Wesleyan Assurance Society	1773368	108	1,906.9	Sep 30, 2026	Nov 13, 2026
LIBERTY WEALTH MANAGEMENT LLC	1769302	270	880.3	Sep 30, 2026	Nov 13, 2026
Qsemble Capital Management, LP	1766159	311	599.5	Sep 30, 2026	Nov 13, 2026
MMBG INVESTMENT ADVISORS CO.	1765876	179	1,307.4	Sep 30, 2026	Nov 13, 2026
Momentum Wealth Planning, LLC	2087652	40	127.6	Sep 30, 2026	Nov 13, 2026
Williamson Legacy Group, LLC	2011965	79	165.8	Sep 30, 2026	Nov 13, 2026
Van Hulzen Asset Management, LLC	1600145	397	1,775.9	Sep 30, 2026	Nov 13, 2026
MainStreet Investment Advisors LLC	1729854	159	704.6	Sep 30, 2026	Nov 13, 2026
Resolute Wealth Strategies, LLC	1973981	139	269.9	Sep 30, 2026	Nov 13, 2026
Oxford Wealth Group, LLC	2007082	96	178.5	Sep 30, 2026	Nov 13, 2026
PLANNING ALTERNATIVES LTD /ADV	712011	137	799.9	Sep 30, 2026	Nov 13, 2026
RESOLUTE CAPITAL, LLC	2069920	72	300.5	Sep 30, 2026	Nov 13, 2026
HARBOR ADVISORY CORP /MA/	1100710	81	366.0	Sep 30, 2026	Nov 13, 2026
Moment Partners, LLC	2055889	106	519.1	Sep 30, 2026	Nov 13, 2026
Intellus Advisors LLC	2055137	153	827.1	Sep 30, 2026	Nov 13, 2026
FourThought Financial Partners, LLC	1956790	248	1,116.0	Sep 30, 2026	Nov 13, 2026
KEYVANTAGE WEALTH, LLC	2050555	96	262.8	Sep 30, 2026	Nov 13, 2026
BlueStem Wealth Partners, LLC	1977465	134	971.8	Sep 30, 2026	Nov 13, 2026
Team Hewins, LLC	1964760	47	361.2	Sep 30, 2026	Nov 13, 2026
Exit Wealth Advisors, LLC.	2082744	147	216.4	Sep 30, 2026	Nov 13, 2026
Precision Wealth Strategies, LLC	1844197	177	315.0	Sep 30, 2026	Nov 13, 2026
BEARING POINT CAPITAL, LLC	2052916	205	758.4	Sep 30, 2026	Nov 13, 2026
Sargent Investment Group, LLC	1766157	279	773.4	Sep 30, 2026	Nov 13, 2026
Brio Consultants, LLC	1747799	175	842.1	Sep 30, 2026	Nov 13, 2026
MJP ASSOCIATES INC /ADV	715113	231	925.1	Sep 30, 2026	Nov 13, 2026
Stonebrook Private Inc.	2008738	376	555.2	Dec 31, 2025	Nov 13, 2026
Vision Capital Corp A	1764403	16	350.3	Sep 30, 2026	Nov 13, 2026
SlateStone Wealth, LLC	1764049	282	1,279.6	Sep 30, 2026	Nov 13, 2026
Quantinno Capital Management LP	1759654	3,609	105,399.6	Sep 30, 2026	Nov 13, 2026
KilterHowling LLC	1759354	51	222.3	Sep 30, 2026	Nov 13, 2026
Walleye Capital LLC	1758720	5,830	106,096.1	Sep 30, 2026	Nov 13, 2026
One68 Global Capital, LLC	1755535	33	19.7	Sep 30, 2026	Nov 13, 2026
Markin Asset Management, LP	2110806	44	106.9	Sep 30, 2026	Nov 13, 2026
CONTINENTAL INVESTORS SERVICES, INC.	883634	80	129.5	Sep 30, 2026	Nov 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	1748861	473	859.5	Sep 30, 2026	Nov 13, 2026
Horiko Capital Management LLC	1762718	17	588.1	Sep 30, 2026	Nov 13, 2026
North Peak Capital Management, LLC	1747888	8	824.3	Sep 30, 2026	Nov 13, 2026
FORA Capital, LLC	1742435	617	2,527.5	Sep 30, 2026	Nov 13, 2026