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
Grey Ledge Advisors, LLC	1660694	250	487.0	Sep 30, 2026	Nov 02, 2026
Steele Capital Management, Inc.	1646695	85	2,636.9	Sep 30, 2026	Nov 02, 2026
Abacus Planning Group, Inc.	1602730	260	731.9	Sep 30, 2026	Nov 02, 2026
Mendel Money Management	1600585	119	262.1	Sep 30, 2026	Nov 02, 2026
Waldron Private Wealth LLC	1598180	346	2,827.6	Sep 30, 2026	Nov 02, 2026
Bayshore Capital Advisors, LLC	1598176	45	193.8	Sep 30, 2026	Nov 02, 2026
Warberg Asset Management LLC	1597506	150	403.7	Sep 30, 2026	Nov 02, 2026
RATIONAL ADVISORS, INC.	1143565	176	877.7	Sep 30, 2026	Nov 02, 2026
Catalyst Capital Advisors LLC	1549275	315	6,141.1	Sep 30, 2026	Nov 02, 2026
Kazazian Asset Management, LLC	1580415	58	114.6	Sep 30, 2026	Nov 02, 2026
Telos Capital Management, Inc.	1567889	203	1,125.5	Sep 30, 2026	Nov 02, 2026
Broad Peak Investment Advisers Pte Ltd	1547349	18	465.1	Sep 30, 2026	Nov 02, 2026
Glaxis Capital Management, LLC	1542161	37	42.2	Sep 30, 2026	Nov 02, 2026
Creative Planning	1540235	4,384	170,625.9	Sep 30, 2026	Nov 02, 2026
Westside Investment Management, Inc.	1538383	1,199	707.1	Sep 30, 2026	Nov 02, 2026
Mader & Shannon Wealth Management, Inc.	1535862	26	218.5	Sep 30, 2026	Nov 02, 2026
Comprehensive Wealth Management, LLC	1535202	44	204.0	Sep 30, 2026	Nov 02, 2026
ACR Alpine Capital Research, LLC	1508822	40	7,354.6	Sep 30, 2026	Nov 02, 2026
Oldfield Partners LLP	1492815	18	428.3	Sep 30, 2026	Nov 02, 2026
TCTC Holdings, LLC	1483870	241	4,246.9	Sep 30, 2026	Nov 02, 2026
Supplemental Annuity Collective Trust of NJ	1483065	295	393.7	Sep 30, 2026	Nov 02, 2026
New Jersey Better Educational Savings Trust	1482010	4	59.9	Sep 30, 2026	Nov 02, 2026
Calamos Wealth Management LLC	1455258	427	3,446.7	Sep 30, 2026	Nov 02, 2026
DAILY JOURNAL CORP	783412	4	249.8	Sep 30, 2026	Nov 02, 2026
Quest 10 Wealth Builders, Inc.	2035215	801	118.0	Sep 30, 2026	Nov 02, 2026
BANTA ASSET MANAGEMENT LP	1426960	18	111.9	Sep 30, 2026	Nov 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC A	1818604	925	1,622.7	Sep 30, 2026	Nov 02, 2026
Argos Wealth Advisors, LLC	1809154	220	371.2	Sep 30, 2026	Nov 02, 2026
Key Financial Inc	1801720	1,307	597.2	Sep 30, 2026	Nov 02, 2026
Flaharty Asset Management, LLC	1697882	37	15.2	Sep 30, 2026	Nov 02, 2026
Sanchez Wealth Management Group	1697740	24	32.7	Sep 30, 2026	Nov 02, 2026
SCRATCH CAPITAL LLC	2055324	42	156.7	Sep 30, 2026	Nov 02, 2026
Cambridge Investment Research Advisors, Inc.	1419186	3,993	42,353.7	Sep 30, 2026	Nov 02, 2026
HUSSMAN STRATEGIC ADVISORS, INC.	1179475	263	468.6	Sep 30, 2026	Nov 02, 2026
Sage Mountain Advisors LLC	1832274	288	1,625.4	Sep 30, 2026	Nov 02, 2026
ABSHER WEALTH MANAGEMENT, LLC	1802534	75	895.5	Sep 30, 2026	Nov 02, 2026
Cardinal Strategic Wealth Guidance	1801989	60	443.6	Sep 30, 2026	Nov 02, 2026
Live Oak Private Wealth LLC	1799877	211	820.0	Sep 30, 2026	Nov 02, 2026
ADVISORTRUST PARTNERS, LLC	2115523	206	308.6	Sep 30, 2026	Nov 02, 2026
Arrow Investment Advisors, LLC	1378410	77	69.6	Sep 30, 2026	Nov 02, 2026
Liberty Capital Management, Inc.	1366838	180	588.7	Sep 30, 2026	Nov 02, 2026
Foyston, Gordon & Payne Inc	1322853	69	498.7	Sep 30, 2026	Nov 02, 2026
Spectrum Asset Management, Inc.	1318293	2	38.8	Sep 30, 2026	Nov 02, 2026
Calamos Advisors LLC	1316507	803	26,564.0	Sep 30, 2026	Nov 02, 2026
Maple Capital Management, Inc.	1313893	129	1,662.7	Sep 30, 2026	Nov 02, 2026
Stack Financial Management, Inc	1308685	53	1,344.0	Sep 30, 2026	Nov 02, 2026
SeaBridge Investment Advisors LLC	1304229	259	717.0	Sep 30, 2026	Nov 02, 2026
WOLVERINE ASSET MANAGEMENT LLC	1279891	1,559	6,504.5	Sep 30, 2026	Nov 02, 2026
AIGH Capital Management LLC	1835943	44	991.8	Sep 30, 2026	Nov 02, 2026
Cornerstone Wealth Group, LLC	1774879	526	1,734.5	Sep 30, 2026	Nov 02, 2026