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
Formidable Asset Management, LLC	1592613	398	680.4	Sep 30, 2026	Nov 03, 2026
AlphaCentric Advisors LLC	1913464	245	111.3	Sep 30, 2026	Nov 03, 2026
W.G. Shaheen & Associates DBA Whitney & Co	1577001	181	1,398.8	Sep 30, 2026	Nov 03, 2026
M Holdings Securities, Inc.	1569638	619	1,389.4	Sep 30, 2026	Nov 03, 2026
JNBA Financial Advisors	1569118	912	1,294.4	Sep 30, 2026	Nov 03, 2026
JFS WEALTH ADVISORS, LLC	1568068	2,179	1,926.7	Sep 30, 2026	Nov 03, 2026
Candriam S.C.A.	1537014	631	22,379.0	Sep 30, 2026	Nov 03, 2026
MIO PARTNERS, INC.	1535457	4	453.6	Sep 30, 2026	Nov 03, 2026
J.Safra Asset Management Corp	1535293	619	2,060.2	Sep 30, 2026	Nov 03, 2026
TOBAM	1527488	263	236.2	Sep 30, 2026	Nov 03, 2026
Accredited Investors Inc.	1518364	301	2,293.0	Sep 30, 2026	Nov 03, 2026
Wellington Shields & Co., LLC	1506073	44	71.4	Sep 30, 2026	Nov 03, 2026
Wellington Shields Capital Management, LLC	1506071	44	71.4	Sep 30, 2026	Nov 03, 2026
Asset Dedication, LLC	1475896	1,176	1,600.2	Sep 30, 2026	Nov 03, 2026
Bay Harbor Wealth Management, LLC	1767989	1,354	433.8	Sep 30, 2026	Nov 03, 2026
Palisade Asset Management, LLC	1434323	202	1,049.5	Sep 30, 2026	Nov 03, 2026
Palisades Investment Partners, LLC	1427373	54	344.3	Sep 30, 2026	Nov 03, 2026
GFS Advisors, LLC	1427263	199	906.4	Sep 30, 2026	Nov 03, 2026
Lazard Freres Gestion S.A.S.	1426748	116	5,952.0	Sep 30, 2026	Nov 03, 2026
Unify Financial Advisors	2126814	86	107.3	Sep 30, 2026	Nov 03, 2026
Three Seasons Wealth, LLC	2044495	170	1,086.5	Sep 30, 2026	Nov 03, 2026
Eliot Finkel Investment Counsel, LLC	1641643	34	196.7	Sep 30, 2026	Nov 03, 2026
Keyes, Stange & Wooten Wealth Management, LLC	2011352	71	212.8	Sep 30, 2026	Nov 03, 2026
MSH Capital Advisors LLC	2056306	328	629.8	Sep 30, 2026	Nov 03, 2026
Axiom Investment Management LLC	1513703	282	117.9	Sep 30, 2026	Nov 03, 2026
Balentine LLC	1586678	225	2,512.0	Sep 30, 2026	Nov 03, 2026
Edgemoor Investment Advisors, Inc.	1313792	242	1,420.5	Sep 30, 2026	Nov 03, 2026
Arjuna Capital	1703208	109	447.9	Sep 30, 2026	Nov 03, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	771118	177	640.7	Sep 30, 2026	Nov 03, 2026
Biltmore Family Office, LLC	1731123	341	702.6	Sep 30, 2026	Nov 03, 2026
Hamilton Point Investment Advisors, LLC	1599746	192	722.7	Sep 30, 2026	Nov 03, 2026
EPG Wealth Management LLC	1803058	321	414.8	Sep 30, 2026	Nov 03, 2026
Applied Finance Capital Management, LLC	1966007	224	1,337.8	Sep 30, 2026	Nov 03, 2026
ALPS ADVISORS INC	1376113	1,157	21,805.7	Sep 30, 2026	Nov 03, 2026
Ashton Thomas Private Wealth, LLC	2019663	1,670	4,599.0	Sep 30, 2026	Nov 03, 2026
Channing Global Advisors, LLC	1901222	40	189.5	Sep 30, 2026	Nov 03, 2026
BCM ADVISORS, LLC	1373017	75	511.7	Sep 30, 2026	Nov 03, 2026
Huntleigh Advisors, Inc.	1367653	297	712.4	Sep 30, 2026	Nov 03, 2026
BRIGHTON JONES LLC	1360798	1,383	5,693.3	Sep 30, 2026	Nov 03, 2026
Overlook Investments LP	1350706	1	150.7	Sep 30, 2026	Nov 03, 2026
LOCUST WOOD CAPITAL ADVISERS, LLC	1349434	35	4,411.3	Sep 30, 2026	Nov 03, 2026
Summit Creek Advisors LLC	1333709	54	250.4	Sep 30, 2026	Nov 03, 2026
MCDONALD PARTNERS LLC	1331074	617	419.9	Sep 30, 2026	Nov 03, 2026
Guild Investment Management, Inc.	1317802	58	136.5	Sep 30, 2026	Nov 03, 2026
Bratton Capital Management, L.P.	1723787	1	45.4	Sep 30, 2026	Nov 03, 2026
Suncoast Equity Management	1315059	64	805.9	Sep 30, 2026	Nov 03, 2026
WILKINS INVESTMENT COUNSEL INC	1276853	121	763.8	Sep 30, 2026	Nov 03, 2026
Endowment Wealth Management, Inc.	1904477	188	246.8	Sep 30, 2026	Nov 03, 2026
Mass General Brigham, Inc	1678378	9	455.6	Sep 30, 2026	Nov 03, 2026
ALLEN OPERATIONS LLC	1389544	33	966.4	Sep 30, 2026	Nov 03, 2026