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
Auour Investments LLC	1789310	95	306.0	Sep 30, 2026	Oct 28, 2026
Clear Creek Financial Management, LLC	1784235	614	1,259.8	Sep 30, 2026	Oct 28, 2026
WT Asset Management Ltd	1780365	38	6,176.5	Sep 30, 2026	Oct 28, 2026
RBA Wealth Management, LLC	1776296	119	315.8	Sep 30, 2026	Oct 28, 2026
SAGE RHINO CAPITAL LLC	1771605	372	587.6	Sep 30, 2026	Oct 28, 2026
Bank of the Bluegrass & Trust Co. New	1768763	239	323.0	Jun 30, 2026	Oct 28, 2026
Outlook Wealth Advisors, LLC	1767151	313	451.3	Sep 30, 2026	Oct 28, 2026
Evergreen Advisors, LLC	1762294	31	465.6	Sep 30, 2026	Oct 28, 2026
Hoffman, Alan N Investment Management	1848530	14	186.0	Sep 30, 2026	Oct 28, 2026
Elwood & Goetz Wealth Advisory Group, LLC	1752758	170	714.6	Sep 30, 2026	Oct 28, 2026
Aljian Capital Management, LLC	1731260	130	553.0	Sep 30, 2026	Oct 28, 2026
AAF Wealth Management, LLC	1726609	59	231.7	Sep 30, 2026	Oct 28, 2026
SimpliFi, Inc.	1716983	45	204.5	Sep 30, 2026	Oct 28, 2026
Summit Global Investments	1697953	516	1,992.8	Sep 30, 2026	Oct 28, 2026
Legacy Bridge, LLC	1689144	327	303.4	Sep 30, 2026	Oct 28, 2026
DURANTE & WATERS, LLC	1666582	37	154.2	Sep 30, 2026	Oct 28, 2026
Curtis Advisory Group, LLC	1664656	119	514.4	Sep 30, 2026	Oct 28, 2026
Moss Adams Wealth Advisors LLC	1661245	330	1,523.9	Sep 30, 2026	Oct 28, 2026
Strid Group, LLC	1625800	93	902.0	Sep 30, 2026	Oct 28, 2026
MCF Advisors LLC	1602905	424	2,653.7	Sep 30, 2026	Oct 28, 2026
CHICAGO TRUST Co NA	1601539	316	646.0	Sep 30, 2026	Oct 28, 2026
Troy Asset Management Ltd	1601407	32	4,209.6	Sep 30, 2026	Oct 28, 2026
Convergence Investment Partners, LLC	1456133	232	1,347.4	Sep 30, 2026	Oct 28, 2026
FLOSSBACH VON STORCH SE	1575677	92	19,662.2	Sep 30, 2026	Oct 28, 2026
Constellation Investments, Inc.	1573575	18	2,505.5	Sep 30, 2026	Oct 28, 2026
GREATMARK INVESTMENT PARTNERS, INC.	1540944	158	929.7	Sep 30, 2026	Oct 28, 2026
Donor Advised Charitable Giving, Inc.	1535839	36	5,157.0	Sep 30, 2026	Oct 28, 2026
Clean Yield Group	1525865	390	411.3	Sep 30, 2026	Oct 28, 2026
Renaissance Investment Group LLC	1509508	77	487.3	Sep 30, 2026	Oct 28, 2026
Corundum Group, Inc.	1486083	121	351.3	Sep 30, 2026	Oct 28, 2026
Tributary Capital Management, LLC	1441888	206	1,094.0	Sep 30, 2026	Oct 28, 2026
Diversified Investment Strategies, LLC	1427196	56	153.1	Sep 30, 2026	Oct 28, 2026
Global Assets Advisory, LLC	1942932	307	422.5	Sep 30, 2026	Oct 28, 2026
OPINICUS CAPITAL, INC.	2009743	98	182.6	Sep 30, 2026	Oct 28, 2026
Axim Planning & Wealth	1950607	20	26.3	Sep 30, 2026	Oct 28, 2026
Frontier Asset Management, LLC	1910146	79	487.1	Sep 30, 2026	Oct 28, 2026
Modera Wealth Management, LLC	1542143	671	9,304.5	Sep 30, 2026	Oct 28, 2026
Aprio Wealth Management, LLC	1803519	638	2,168.3	Sep 30, 2026	Oct 28, 2026
Morling Financial Advisors, LLC	1905198	144	365.7	Sep 30, 2026	Oct 28, 2026
Argyle Capital Management, LLC	1321194	134	347.6	Sep 30, 2026	Oct 28, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC	1287618	180	372.7	Sep 30, 2026	Oct 28, 2026
AXIS CAPITAL HOLDINGS LTD	1214816	3	314.1	Sep 30, 2026	Oct 28, 2026
Seneca Financial Advisors LLC	2082922	63	370.1	Sep 30, 2026	Oct 28, 2026
Warm Springs Advisors Inc.	2057078	43	159.1	Sep 30, 2026	Oct 28, 2026
CHOREO, LLC	1679031	1,659	9,585.3	Sep 30, 2026	Oct 28, 2026
PARTNERS WEALTH MANAGEMENT, LLC	2054714	475	906.9	Sep 30, 2026	Oct 28, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	2035883	85	352.8	Sep 30, 2026	Oct 28, 2026
Crystal Rock Capital Management	1510668	33	186.1	Sep 30, 2026	Oct 28, 2026
SBI Holdings USA, Inc.	2107413	1	132.6	Sep 30, 2026	Oct 28, 2026
EXCHANGE TRADED CONCEPTS, LLC	1457320	1,729	24,872.5	Sep 30, 2026	Oct 28, 2026