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
Optimist Retirement Group LLC	2011850	110	245.1	Sep 30, 2026	Oct 30, 2026
Farrow Financial, Inc.	2010644	54	167.1	Sep 30, 2026	Oct 30, 2026
Evergreen Private Wealth LLC	2010098	68	269.2	Sep 30, 2026	Oct 30, 2026
Hara Capital LLC	2010015	295	202.1	Sep 30, 2026	Oct 30, 2026
Wendel SE	1721938	1	526.5	Sep 30, 2026	Oct 30, 2026
KELLEHER FINANCIAL ADVISORS	1507971	453	327.4	Sep 30, 2026	Oct 30, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD	919538	54	230.6	Sep 30, 2026	Oct 30, 2026
WATERSHED PRIVATE WEALTH LLC	1965271	116	370.9	Sep 30, 2026	Oct 30, 2026
Gallacher Capital Management LLC	1960749	207	119.9	Sep 30, 2026	Oct 30, 2026
Mullooly Asset Management, Inc.	1950591	57	316.9	Sep 30, 2026	Oct 30, 2026
Sentry LLC	2004474	131	280.8	Sep 30, 2026	Oct 30, 2026
Sky Investment Group LLC	1333792	265	929.8	Sep 30, 2026	Oct 30, 2026
Babb Wealth Advisors LLC	2047312	21	214.9	Sep 30, 2026	Oct 30, 2026
Capital Asset Advisory Services LLC	1666024	356	2,618.0	Sep 30, 2026	Oct 30, 2026
Smallwood Wealth Investment Management, LLC	1921304	613	228.8	Sep 30, 2026	Oct 30, 2026
BancFirst Trust & Investment Management	1914099	47	187.6	Sep 30, 2026	Oct 30, 2026
Ascent Group, LLC	1913231	806	3,277.8	Sep 30, 2026	Oct 30, 2026
Family CFO Inc	1911695	48	254.9	Sep 30, 2026	Oct 30, 2026
Guardian Wealth Management, Inc.	1910205	67	196.5	Sep 30, 2026	Oct 30, 2026
Covestor Ltd	1909846	2,759	149.0	Sep 30, 2026	Oct 30, 2026
JMAC ENTERPRISES LLC	1907294	121	569.5	Sep 30, 2026	Oct 30, 2026
Stiles Financial Services Inc	1904832	178	391.5	Sep 30, 2026	Oct 30, 2026
Legacy CG, LLC	1904825	48	375.8	Sep 30, 2026	Oct 30, 2026
Sageworth Trust Co of South Dakota	1871593	56	169.7	Sep 30, 2026	Oct 30, 2026
Guardian Wealth Advisors, LLC	1858828	67	199.4	Sep 30, 2026	Oct 30, 2026
Spire Wealth Management	1858740	2,180	3,138.1	Sep 30, 2026	Oct 30, 2026
RFG Holdings, Inc.	1845210	80	523.3	Sep 30, 2026	Oct 30, 2026
Team Financial Group, LLC	1845163	306	248.7	Sep 30, 2026	Oct 30, 2026
LOUNTZIS ASSET MANAGEMENT, LLC	1821168	53	296.4	Sep 30, 2026	Oct 30, 2026
TT International Asset Management LTD	1809187	40	898.2	Sep 30, 2026	Oct 30, 2026
GPM Growth Investors, Inc.	1799367	43	228.8	Sep 30, 2026	Oct 30, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	2026926	222	813.8	Sep 30, 2026	Oct 30, 2026
Costello Asset Management, INC	1760145	690	326.4	Sep 30, 2026	Oct 30, 2026
Privium Fund Management (UK) Ltd	1845773	8	198.7	Sep 30, 2026	Oct 30, 2026
DeLarme Wealth Management, Inc.	2070361	71	170.9	Sep 30, 2026	Oct 30, 2026
Clear Point Advisors Inc.	2010474	129	146.3	Sep 30, 2026	Oct 30, 2026
Prescott Group Capital Management, L.L.C.	1166152	296	1,080.4	Sep 30, 2026	Oct 30, 2026
MONEYWISE, INC.	1703080	63	100.8	Sep 30, 2026	Oct 30, 2026
Garner Asset Management Corp	1714093	161	291.0	Sep 30, 2026	Oct 30, 2026
Carmel Capital Management L.L.C.	1878547	31	415.3	Sep 30, 2026	Oct 30, 2026
TrinityBridge Ltd	1718570	263	3,412.6	Sep 30, 2026	Oct 30, 2026
Franklin, Parlapiano, Turner & Welch, LLC	1707856	57	447.5	Sep 30, 2026	Oct 30, 2026
BFSG, LLC	1706836	916	1,117.0	Sep 30, 2026	Oct 30, 2026
Ackerman Capital Advisors, LLC	1699506	127	478.2	Sep 30, 2026	Oct 30, 2026
Achmea Investment Management B.V.	1697765	926	12,575.0	Sep 30, 2026	Oct 30, 2026
NORTHWEST WEALTH MANAGEMENT, LLC	1695344	286	763.9	Sep 30, 2026	Oct 30, 2026
Lunt Capital Management, Inc.	1608034	89	235.6	Sep 30, 2026	Oct 30, 2026
Arlington Capital Management, Inc.	1606507	112	146.3	Sep 30, 2026	Oct 30, 2026
Hikari Power Ltd	1606152	36	438.6	Sep 30, 2026	Oct 30, 2026
IPG Investment Advisors LLC	1602237	269	676.4	Sep 30, 2026	Oct 30, 2026