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
P/E Global LLC	1910344	8	1,625.1	Sep 30, 2026	Oct 29, 2026
Archvest Wealth Advisors, Inc.	1910174	80	198.9	Sep 30, 2026	Oct 29, 2026
Austin Asset Management Co Inc	1902024	96	744.5	Sep 30, 2026	Oct 29, 2026
DARA CAPITAL US, INC.	1891892	24	15.2	Sep 30, 2026	Oct 29, 2026
Bell Investment Advisors, Inc	1890149	1,934	662.6	Sep 30, 2026	Oct 29, 2026
Elevation Capital Advisory, LLC	1871112	69	208.2	Sep 30, 2026	Oct 29, 2026
TUCKER ASSET MANAGEMENT LLC	1870012	188	323.5	Sep 30, 2026	Oct 29, 2026
Maytree Asset Management Ltd	1869683	19	193.2	Sep 30, 2026	Oct 29, 2026
Dean, Jacobson Financial Services, LLC	1869456	23	177.0	Sep 30, 2026	Oct 29, 2026
COERENTE CAPITAL MANAGEMENT	1860790	43	572.0	Sep 30, 2026	Oct 29, 2026
MBA Advisors LLC	1848704	169	300.9	Sep 30, 2026	Oct 29, 2026
ADE, LLC	1845950	97	243.7	Sep 30, 2026	Oct 29, 2026
GraniteShares Advisors LLC	1839545	90	152.3	Sep 30, 2026	Oct 29, 2026
Capital CS Group, LLC	1830008	88	132.3	Sep 30, 2026	Oct 29, 2026
Vise Technologies, Inc.	1812090	2,104	11,794.5	Sep 30, 2026	Oct 29, 2026
ARQ WEALTH ADVISORS, LLC	1811827	209	800.2	Sep 30, 2026	Oct 29, 2026
Strategic Wealth Investment Group, LLC	1802365	100	794.1	Sep 30, 2026	Oct 29, 2026
Royal Harbor Partners, LLC	1801876	56	317.8	Sep 30, 2026	Oct 29, 2026
HOEY INVESTMENTS, INC	1799544	457	848.0	Sep 30, 2026	Oct 29, 2026
Horizon Advisory Services, Inc.	1799006	50	250.0	Sep 30, 2026	Oct 29, 2026
Salomon & Ludwin, LLC	1766156	1,710	1,114.9	Sep 30, 2026	Oct 29, 2026
Bauman Advisory Group, LLC	2111802	95	180.9	Sep 30, 2026	Oct 29, 2026
Gaddis Premier Wealth Advisors LLC	2087873	110	174.5	Sep 30, 2026	Oct 29, 2026
Kozak & Associates, Inc.	1764970	389	510.1	Sep 30, 2026	Oct 29, 2026
Latigo Investments, LLC	1914668	16	219.6	Sep 30, 2026	Oct 29, 2026
HARTLINE INVESTMENT CORP/	945625	101	969.0	Sep 30, 2026	Oct 29, 2026
McBroom & Associates, LLC	1908893	33	165.5	Sep 30, 2026	Oct 29, 2026
Bullseye Investment Management, LLC	1912451	73	196.6	Sep 30, 2026	Oct 29, 2026
Hurlow Wealth Management Group, Inc.	1747749	125	478.7	Sep 30, 2026	Oct 29, 2026
Certified Advisory Corp	1731732	326	1,154.1	Sep 30, 2026	Oct 29, 2026
Leonard Rickey Investment Advisors P.L.L.C.	1731447	126	642.4	Sep 30, 2026	Oct 29, 2026
Vigilare Wealth Management	1730889	123	313.0	Sep 30, 2026	Oct 29, 2026
Strategic Family Wealth Counselors, L.L.C.	1729755	170	389.8	Sep 30, 2026	Oct 29, 2026
Sicart Associates LLC	1696494	73	378.8	Sep 30, 2026	Oct 29, 2026
XML Financial, LLC	1800465	446	1,352.2	Sep 30, 2026	Oct 29, 2026
Bridge City Capital, LLC	1713521	111	479.8	Sep 30, 2026	Oct 29, 2026
Hopwood Financial Services, Inc.	2023166	90	172.1	Sep 30, 2026	Oct 29, 2026
RESTON WEALTH MANAGEMENT LLC	1767617	71	366.5	Sep 30, 2026	Oct 29, 2026
New Capital Management LP	1696731	58	442.1	Sep 30, 2026	Oct 29, 2026
Hapanowicz & Associates Financial Services, Inc	1695959	38	322.3	Sep 30, 2026	Oct 29, 2026
Unison Advisors LLC	1695818	171	1,390.3	Sep 30, 2026	Oct 29, 2026
Matisse Capital	1668256	161	251.8	Sep 30, 2026	Oct 29, 2026
Gerber Kawasaki Wealth & Investment Management	1666736	399	3,230.8	Sep 30, 2026	Oct 29, 2026
MV CAPITAL MANAGEMENT, INC.	1633366	1,279	1,073.6	Sep 30, 2026	Oct 29, 2026
Caitong International Asset Management Co., Ltd	1963355	3,278	1,041.1	Sep 30, 2026	Oct 29, 2026
Alliance Wealth Management Group	1623707	97	475.7	Sep 30, 2026	Oct 29, 2026
CIDEL ASSET MANAGEMENT INC	1621915	478	2,034.4	Sep 30, 2026	Oct 29, 2026
Garde Capital, Inc.	1616328	233	1,789.4	Sep 30, 2026	Oct 29, 2026
CKW FINANCIAL GROUP	1600403	229	931.9	Sep 30, 2026	Oct 29, 2026
Spectrum Financial Alliance Ltd LLC	1566531	38	677.6	Sep 30, 2026	Oct 29, 2026