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
Cranbrook Wealth Management, LLC	1599084	374	521.2	Sep 30, 2026	Oct 28, 2026
HENNESSY ADVISORS INC	1145255	286	2,629.6	Sep 30, 2026	Oct 28, 2026
MEYER HANDELMAN CO	45319	231	3,482.6	Sep 30, 2026	Oct 28, 2026
Cullen/Frost Bankers, Inc.	39263	1,471	9,418.1	Sep 30, 2026	Oct 28, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC	2147212	236	119.0	Sep 30, 2026	Oct 27, 2026
Essential Investment Partners LLC	2145170	455	145.7	Sep 30, 2026	Oct 27, 2026
Transmarket Holdings LP	2134828	50	179.1	Sep 30, 2026	Oct 27, 2026
BEACON ADVISORS HOLDINGS, LLC	2114314	38	192.8	Sep 30, 2026	Oct 27, 2026
Livet Wealth, LLC	2111409	119	178.7	Sep 30, 2026	Oct 27, 2026
Pacific Excel Wealth Advisors, Inc.	2110884	116	87.4	Sep 30, 2026	Oct 27, 2026
Prism Planning Partners LLC	2110534	53	105.0	Sep 30, 2026	Oct 27, 2026
Petersen Hastings Wealth Advisors Inc.	2109614	87	1,209.4	Sep 30, 2026	Oct 27, 2026
Wheels Up Wealth, Inc.	2107618	25	118.1	Sep 30, 2026	Oct 27, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	2106763	67	132.0	Sep 30, 2026	Oct 27, 2026
AK GLOBAL ASSET MANAGEMENT, LLC	2105908	26	124.6	Sep 30, 2026	Oct 27, 2026
FAI Advisors, Inc.	2156516	182	251.1	Sep 30, 2026	Oct 27, 2026
FAI Advisors, Inc.	2156516	184	251.6	Jun 30, 2026	Oct 27, 2026
FAI Advisors, Inc.	2156516	166	222.2	Mar 31, 2026	Oct 27, 2026
FAI Advisors, Inc.	2156516	165	221.9	Dec 31, 2025	Oct 27, 2026
FAI Advisors, Inc.	2156516	168	216.8	Sep 30, 2025	Oct 27, 2026
FAI Advisors, Inc.	2156516	159	199.1	Jun 30, 2025	Oct 27, 2026
FAI Advisors, Inc.	2156516	158	183.6	Mar 31, 2025	Oct 27, 2026
FAI Advisors, Inc. New	2156516	171	219.0	Dec 31, 2024	Oct 27, 2026
GLOBALT Investments LLC / GA	2011891	212	2,561.9	Sep 30, 2026	Oct 27, 2026
Independent Wealth Advisors LLC	2136099	79	107.2	Sep 30, 2026	Oct 27, 2026
Seek First Inc.	2060504	63	153.7	Sep 30, 2026	Oct 27, 2026
Etesian Wealth Advisors, Inc.	1997586	141	343.1	Sep 30, 2026	Oct 27, 2026
Vivid Wealth Management, LLC	2007281	73	250.1	Sep 30, 2026	Oct 27, 2026
McGrath & Associates, Inc.	2054701	44	90.0	Sep 30, 2026	Oct 27, 2026
Rockwood Wealth Management, LLC	1983670	134	1,549.0	Sep 30, 2026	Oct 27, 2026
Northwest Financial Advisors	2010635	95	719.2	Sep 30, 2026	Oct 27, 2026
MASECO LLP	2074052	673	3,549.0	Sep 30, 2026	Oct 27, 2026
WPG Advisers, LLC	2067343	1,602	176.7	Sep 30, 2026	Oct 27, 2026
North Dakota State Investment Board	2064039	811	2,549.9	Sep 30, 2026	Oct 27, 2026
Cornerstone Planning, LLC	1802105	142	479.3	Sep 30, 2026	Oct 27, 2026
Coquina Private Wealth LLC	2103792	100	141.9	Sep 30, 2026	Oct 27, 2026
ALTFEST L J & CO INC	712050	316	904.7	Sep 30, 2026	Oct 27, 2026
SpringVest Wealth Management LLC	2058986	81	163.4	Sep 30, 2026	Oct 27, 2026
HMV Wealth Advisors, LLC	2054904	92	263.3	Sep 30, 2026	Oct 27, 2026
Graetz Wealth LLC	2053877	84	120.6	Sep 30, 2026	Oct 27, 2026
VAQUERO PRIVATE WEALTH, LTD	2052555	202	466.4	Sep 30, 2026	Oct 27, 2026
VestGen Advisors, LLC	2050130	1,039	3,086.3	Sep 30, 2026	Oct 27, 2026
Eos Management, L.P.	1548882	35	254.5	Sep 30, 2026	Oct 27, 2026
Comprehensive Financial Planning, Inc./PA	2044855	398	169.4	Sep 30, 2026	Oct 27, 2026
HOWARD BAILEY SECURITIES, LLC	2043986	96	182.2	Sep 30, 2026	Oct 27, 2026
Elyxium Wealth, LLC	2043538	1,476	960.9	Sep 30, 2026	Oct 27, 2026
Convergence Financial, LLC	2034001	262	696.9	Sep 30, 2026	Oct 27, 2026
Lynx Investment Advisory	2028812	228	284.3	Sep 30, 2026	Oct 27, 2026
Katamaran Capital LLP	2025353	34	101.1	Sep 30, 2026	Oct 27, 2026
Pathway Financial Advisers, LLC	2024152	404	392.5	Sep 30, 2026	Oct 27, 2026