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
Bank Julius Baer & Co. Ltd, Zurich	1544599	666	39,144.1	Sep 30, 2026	Oct 29, 2026
Aviance Capital Partners, LLC	1542383	387	963.1	Sep 30, 2026	Oct 29, 2026
New England Professional Planning Group Inc.	1540867	49	262.2	Sep 30, 2026	Oct 29, 2026
Leonteq Securities AG	1535950	1,293	2,435.9	Sep 30, 2026	Oct 29, 2026
iA Global Asset Management Inc.	1969566	484	8,327.5	Sep 30, 2026	Oct 29, 2026
Industrial Alliance Investment Management Inc.	1630798	8	133.2	Sep 30, 2026	Oct 29, 2026
Lesa Sroufe & Co	1492162	63	143.4	Sep 30, 2026	Oct 29, 2026
Verus Financial Partners, Inc.	1481714	132	1,115.0	Sep 30, 2026	Oct 29, 2026
Daiwa Securities Group Inc.	1481045	1,157	53,356.1	Sep 30, 2026	Oct 29, 2026
Welch Group, LLC	1443095	322	2,930.0	Sep 30, 2026	Oct 29, 2026
CAPITAL MANAGEMENT CORP /VA	1074273	73	667.3	Sep 30, 2026	Oct 29, 2026
BFC Planning, Inc.	2160654	3,407	2,453.8	Jun 30, 2026	Oct 29, 2026
BFC Planning, Inc.	2160654	3,017	2,228.5	Mar 31, 2026	Oct 29, 2026
BFC Planning, Inc.	2160654	3,197	2,247.6	Dec 31, 2025	Oct 29, 2026
BFC Planning, Inc.	2160654	2,866	1,372.2	Sep 30, 2025	Oct 29, 2026
BFC Planning, Inc.	2160654	2,656	1,266.9	Jun 30, 2025	Oct 29, 2026
BFC Planning, Inc.	2160654	2,617	1,122.8	Mar 31, 2025	Oct 29, 2026
BFC Planning, Inc.	2160654	2,552	1,191.8	Dec 31, 2024	Oct 29, 2026
Hiddenite Capital Partners LP	1823823	25	559.1	Sep 30, 2026	Oct 29, 2026
Next Level Wealth Planning, LLC	2044208	516	244.8	Sep 30, 2026	Oct 29, 2026
PharVision Advisers, LLC	1898824	28	2.5	Sep 30, 2026	Oct 29, 2026
ELEVATE WEALTH ADVISORY, INC	2011651	135	187.4	Sep 30, 2026	Oct 29, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	709089	188	310.6	Sep 30, 2026	Oct 29, 2026
STEINBERG ASSET MANAGEMENT LLC	1169883	45	154.0	Sep 30, 2026	Oct 29, 2026
WOODMONT INVESTMENT COUNSEL LLC	1133653	288	1,834.3	Sep 30, 2026	Oct 29, 2026
ProShare Advisors LLC	1357955	1,843	69,518.3	Sep 30, 2026	Oct 29, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1352860	758	825.8	Sep 30, 2026	Oct 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC	1321993	462	3,726.7	Sep 30, 2026	Oct 29, 2026
SFE Investment Counsel	1317784	153	729.7	Sep 30, 2026	Oct 29, 2026
Boit C F David	1308331	106	240.9	Sep 30, 2026	Oct 29, 2026
GRANDFIELD & DODD, LLC	1308016	216	1,873.3	Sep 30, 2026	Oct 29, 2026
Strategic Point Investment Advisors, LLC	1295044	37	753.7	Sep 30, 2026	Oct 29, 2026
PATHWAY CAPITAL MANAGEMENT, LP	1037353	4	19.5	Sep 30, 2026	Oct 29, 2026
Lifetime Wealth Management P.C.	2116339	86	134.5	Sep 30, 2026	Oct 29, 2026
Greenfield Seitz Capital Management, LLC	2097528	112	342.1	Sep 30, 2026	Oct 29, 2026
Prairie Wealth Advisors, Inc.	2022783	270	457.4	Sep 30, 2026	Oct 29, 2026
Sage Advisory Services, Ltd.Co.	1534378	42	172.5	Sep 30, 2026	Oct 29, 2026
Sumitomo Mitsui Trust Group, Inc.	1475365	1,056	174,077.6	Sep 30, 2026	Oct 29, 2026
BOCHK Asset Management Ltd	2010854	131	709.9	Sep 30, 2026	Oct 29, 2026
SMH CAPITAL ADVISORS INC	1180391	50	22.0	Sep 30, 2026	Oct 29, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	1599719	35	587.5	Sep 30, 2026	Oct 29, 2026
Keeler Thomas Management LLC	1730660	149	253.1	Sep 30, 2026	Oct 29, 2026
Cooper Capital Advisors LLC	1957878	45	225.6	Sep 30, 2026	Oct 29, 2026
Kuhn & Co Investment Counsel	2011958	161	180.5	Sep 30, 2026	Oct 29, 2026
INTEGRITY ALLIANCE, LLC.	1352260	965	3,118.7	Sep 30, 2026	Oct 29, 2026
Integrity Advisory Solutions, LLC	2057931	387	932.4	Sep 30, 2026	Oct 29, 2026
Themes Management Co LLC	2107564	132	151.9	Sep 30, 2026	Oct 29, 2026
Prosperity Financial Group, Inc.	1991334	191	320.8	Sep 30, 2026	Oct 29, 2026
Carolina Wealth Management Inc	2145383	116	208.5	Sep 30, 2026	Oct 29, 2026
Omega Financial Group, LLC	1767982	105	299.2	Sep 30, 2026	Oct 29, 2026