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
Amberjack Capital Partners, L.P.	2026035	1	410.3	Dec 31, 2024	Nov 02, 2026
Heritage Family Offices, LLP	2019316	1,017	297.4	Sep 30, 2026	Nov 02, 2026
KITCHING PARTNERS, LLC	2010145	39	132.2	Sep 30, 2026	Nov 02, 2026
Rakuten Securities, Inc.	2009539	956	357.4	Sep 30, 2026	Nov 02, 2026
Redwood Park Advisors LLC	2056274	456	155.6	Sep 30, 2026	Nov 02, 2026
Employees' Retirement Fund of the City of Fort Worth	1986812	20	200.4	Sep 30, 2026	Nov 02, 2026
Dodds Wealth, LLC	1973728	58	440.4	Sep 30, 2026	Nov 02, 2026
MilWealth Group LLC	1972750	86	463.7	Sep 30, 2026	Nov 02, 2026
Gutierrez Wealth Advisory, LLC	1965923	80	178.5	Sep 30, 2026	Nov 02, 2026
TFB Advisors LLC	1965201	194	238.0	Sep 30, 2026	Nov 02, 2026
Core Wealth Partners LLC	1965078	191	235.8	Sep 30, 2026	Nov 02, 2026
Allegiance Financial Group Advisory Services LLC	1964068	245	606.3	Sep 30, 2026	Nov 02, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	1962166	85	337.2	Sep 30, 2026	Nov 02, 2026
Principle Wealth Partners LLC	1743413	406	1,865.2	Sep 30, 2026	Nov 02, 2026
POSTROCK PARTNERS LLC	2053668	83	248.9	Sep 30, 2026	Nov 02, 2026
Monte Financial Group, LLC	1755651	99	297.1	Sep 30, 2026	Nov 02, 2026
KRAEMATON INVESTMENT ADVISORS, INC	1910852	107	118.3	Sep 30, 2026	Nov 02, 2026
Horizon Wealth Management, LLC	1815123	156	666.4	Sep 30, 2026	Nov 02, 2026
Fusion Family Wealth, LLC	1696209	50	999.7	Sep 30, 2026	Nov 02, 2026
Claro Advisors Inc.	1764386	519	998.6	Sep 30, 2026	Nov 02, 2026
CORA CAPITAL ADVISORS LLC	1964530	149	373.7	Sep 30, 2026	Nov 02, 2026
Avant Financial Advisors LLC	2063243	70	163.9	Sep 30, 2026	Nov 02, 2026
Joel Adams & Associates, Inc.	2020459	66	155.0	Sep 30, 2026	Nov 02, 2026
Hestia Capital Management, LLC	1815344	9	52.9	Sep 30, 2026	Nov 02, 2026
Cascade Investment Advisors, Inc.	1681490	114	178.7	Sep 30, 2026	Nov 02, 2026
Solstein Capital, LLC	1730769	141	278.0	Sep 30, 2026	Nov 02, 2026
MONTCHANIN ASSET MANAGEMENT, LLC	1940660	45	97.7	Dec 31, 2025	Nov 02, 2026
MONTCHANIN ASSET MANAGEMENT, LLC	1940660	43	94.8	Sep 30, 2025	Nov 02, 2026
MONTCHANIN ASSET MANAGEMENT, LLC	1940660	41	86.8	Jun 30, 2025	Nov 02, 2026
MONTCHANIN ASSET MANAGEMENT, LLC	1940660	41	83.4	Mar 31, 2025	Nov 02, 2026
MONTCHANIN ASSET MANAGEMENT, LLC	1940660	46	85.1	Dec 31, 2023	Nov 02, 2026
MONTCHANIN ASSET MANAGEMENT, LLC	1940660	46	83.6	Sep 30, 2023	Nov 02, 2026
MONTCHANIN ASSET MANAGEMENT, LLC	1940660	56	97.7	Sep 30, 2026	Nov 02, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	1931870	180	393.7	Sep 30, 2026	Nov 02, 2026
Nilsine Partners, LLC	1913043	455	1,405.7	Sep 30, 2026	Nov 02, 2026
SBK Financial, Inc.	1911894	391	117.5	Mar 31, 2026	Nov 02, 2026
SBK Financial, Inc.	1911894	205	151.7	Jun 30, 2026	Nov 02, 2026
SBK Financial, Inc.	1911894	186	206.2	Sep 30, 2026	Nov 02, 2026
Elevate Capital Advisors, LLC	1909571	68	167.5	Sep 30, 2026	Nov 02, 2026
Park State Asset Management	1908423	24	100.2	Sep 30, 2026	Nov 02, 2026
MILLER WEALTH ADVISORS, LLC	1908158	117	262.7	Sep 30, 2026	Nov 02, 2026
HURRICANE CAPITAL ADVISORS LLC New	1900625	527	246.7	Dec 31, 2023	Nov 02, 2026
Pine Haven Investment Counsel, Inc	1899753	114	151.2	Sep 30, 2026	Nov 02, 2026
Financial Council, LLC	1883629	110	305.7	Sep 30, 2026	Nov 02, 2026
Tenret Co LLC	1874146	39	228.8	Sep 30, 2026	Nov 02, 2026
CenterBook Partners LP	1872738	855	2,179.8	Sep 30, 2026	Nov 02, 2026
Villanova Investment Management Co LLC	1872130	55	99.9	Sep 30, 2026	Nov 02, 2026
Goodman Advisory Group, LLC	1864123	165	409.6	Sep 30, 2026	Nov 02, 2026
Ashford Advisors, LLC	1861158	23	477.5	Sep 30, 2026	Nov 02, 2026
CEERA INVESTMENTS, LLC	1860698	100	254.6	Sep 30, 2026	Nov 02, 2026