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
BCS Wealth Management	1798172	265	540.2	Sep 30, 2026	Nov 03, 2026
VERUS CAPITAL PARTNERS, LLC	1796874	509	1,875.1	Sep 30, 2026	Nov 03, 2026
Euro Pacific Asset Management, LLC A	1796651	110	1,105.0	Sep 30, 2026	Nov 03, 2026
TBH Global Asset Management, LLC	1787125	179	600.7	Sep 30, 2026	Nov 03, 2026
Ethic Inc.	1780570	1,456	8,684.7	Sep 30, 2026	Nov 03, 2026
Brandywine Financial Group A	1779506	20	8.4	Jun 30, 2026	Nov 03, 2026
Brandywine Financial Group	1779506	68	117.3	Sep 30, 2026	Nov 03, 2026
Leelyn Smith, LLC	1777817	169	902.3	Sep 30, 2026	Nov 03, 2026
Waterfront Wealth Inc.	1775210	299	614.8	Sep 30, 2026	Nov 03, 2026
Your Advocates Ltd., LLP	1774437	199	351.7	Sep 30, 2026	Nov 03, 2026
Abacus Wealth Partners, LLC	1978011	319	826.3	Sep 30, 2026	Nov 03, 2026
Sellwood Investment Partners LLC	1763958	59	268.2	Sep 30, 2026	Nov 03, 2026
Evolution Wealth Advisors, LLC	1763121	192	866.6	Sep 30, 2026	Nov 03, 2026
Plancorp, LLC	1599579	460	4,377.4	Sep 30, 2026	Nov 03, 2026
May Hill Capital, LLC	2056340	268	487.9	Sep 30, 2026	Nov 03, 2026
Privium Fund Management B.V.	1795097	58	515.5	Sep 30, 2026	Nov 03, 2026
Bradyco, Inc.	2055007	37	144.1	Sep 30, 2026	Nov 03, 2026
LightSquare Wealth Management, LLC	2118318	110	133.5	Sep 30, 2026	Nov 03, 2026
Kingstone Capital Partners Texas, LLC	2057208	62	199.9	Sep 30, 2026	Nov 03, 2026
Chapman Investment Management, LLC	1751006	30	126.2	Sep 30, 2026	Nov 03, 2026
OPTIMAS CAPITAL Ltd	1750585	17	75.3	Sep 30, 2026	Nov 03, 2026
LFA - Lugano Financial Advisors SA	1737871	242	160.2	Sep 30, 2026	Nov 03, 2026
180 WEALTH ADVISORS, LLC	1730817	496	1,015.9	Sep 30, 2026	Nov 03, 2026
Pegasus Asset Management, Inc.	1729049	70	350.7	Sep 30, 2026	Nov 03, 2026
Landmark Wealth Management, LLC	1728778	157	385.6	Sep 30, 2026	Nov 03, 2026
Squire Investment Management Company, LLC	2031291	98	423.6	Sep 30, 2026	Nov 03, 2026
BAYSHORE ASSET MANAGEMENT, LLC	1906790	47	280.8	Sep 30, 2026	Nov 03, 2026
Truxt Investmentos Ltda.	1721168	16	232.1	Sep 30, 2026	Nov 03, 2026
SFAM, LLC	1713286	273	124.2	Sep 30, 2026	Nov 03, 2026
Leicht Financial Planning & Wealth Management, Inc.	1710666	16	226.0	Sep 30, 2026	Nov 03, 2026
Savoir Faire Capital Management, L.P.	1710593	42	118.0	Sep 30, 2026	Nov 03, 2026
Lattice Capital Management, LLC	1710207	8	45.0	Sep 30, 2026	Nov 03, 2026
FULTON BREAKEFIELD BROENNIMAN LLC	1119254	206	1,693.7	Sep 30, 2026	Nov 03, 2026
Shepherd Financial Partners LLC	1696628	252	1,176.7	Sep 30, 2026	Nov 03, 2026
Parallel Advisors, LLC	1690010	3,970	7,286.9	Sep 30, 2026	Nov 03, 2026
Almanack Investment Partners, LLC.	1680613	322	641.2	Sep 30, 2026	Nov 03, 2026
Cosner Financial Group, LLC	1674627	37	163.2	Sep 30, 2026	Nov 03, 2026
Packer & Co Ltd	1664017	9	288.6	Sep 30, 2026	Nov 03, 2026
St. Louis Trust Co	1661144	124	955.3	Sep 30, 2026	Nov 03, 2026
COOPER/HAIMS ADVISORS, LLC	1654033	118	228.8	Sep 30, 2026	Nov 03, 2026
Funde Sino Life Insurance Co Ltd	1652027	4	185.6	Sep 30, 2026	Nov 03, 2026
Fund Resources Investment Holding Group Co Ltd	1652026	6	359.2	Sep 30, 2026	Nov 03, 2026
Cryder Capital Partners LLP	1633969	9	1,570.9	Sep 30, 2026	Nov 03, 2026
All-Stars Investment Ltd	1633603	9	205.4	Sep 30, 2026	Nov 03, 2026
RFG Advisory, LLC	1633387	1,217	6,706.8	Sep 30, 2026	Nov 03, 2026
Leisure Capital Management	1631507	160	300.0	Sep 30, 2026	Nov 03, 2026
Elite Wealth Management, Inc.	1622757	47	514.5	Sep 30, 2026	Nov 03, 2026
Wealth Architects, LLC	1611518	261	1,260.9	Sep 30, 2026	Nov 03, 2026
Trust Asset Management LLC	1608376	233	1,593.6	Sep 30, 2026	Nov 03, 2026
NYL Investors LLC	1606720	29	204.8	Sep 30, 2026	Nov 03, 2026