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
GR FINANCIAL GROUP, LLC	2011751	45	635.1	Sep 30, 2026	Oct 27, 2026
MB Generational Wealth, LLC	2009056	61	145.2	Jun 30, 2025	Oct 27, 2026
Brummer Multi-Strategy AB	2003159	8	15.4	Sep 30, 2026	Oct 27, 2026
Philip James Wealth Mangement, LLC	2002630	146	862.5	Sep 30, 2026	Oct 27, 2026
Spear Advisors LLC	2119894	30	229.6	Sep 30, 2026	Oct 27, 2026
CJM Wealth Advisers, Ltd.	1992748	84	378.4	Sep 30, 2026	Oct 27, 2026
LECAP ASSET MANAGEMENT LTD	1990849	261	209.8	Sep 30, 2026	Oct 27, 2026
Baron Wealth Management LLC	1968507	305	387.8	Sep 30, 2026	Oct 27, 2026
PPSC Investment Service Corp	1964389	8	1,665.1	Sep 30, 2026	Oct 27, 2026
Cassaday & Co Wealth Management LLC	1963612	1,262	5,114.2	Sep 30, 2026	Oct 27, 2026
FSM Wealth Advisors, LLC	1942548	346	949.5	Sep 30, 2026	Oct 27, 2026
DecisionPoint Financial, LLC	1938514	1,417	572.3	Sep 30, 2026	Oct 27, 2026
Retirement Solution LLC A	1914606	60	453.3	Sep 30, 2026	Oct 27, 2026
Retirement Solution LLC A	1914606	57	224.4	Jun 30, 2026	Oct 27, 2026
PayPay Securities Corp	1908623	322	2.9	Sep 30, 2026	Oct 27, 2026
Smith Group Asset Management, LLC	1893134	143	1,529.2	Sep 30, 2026	Oct 27, 2026
Mirabaud & Cie SA	1869685	52	258.5	Sep 30, 2026	Oct 27, 2026
TMT General Partner Ltd	1847582	3	153.6	Sep 30, 2026	Oct 27, 2026
True Link Financial Advisors, LLC	1846236	100	1,736.8	Sep 30, 2026	Oct 27, 2026
San Luis Wealth Advisors LLC A	1844709	185	620.5	Sep 30, 2026	Oct 27, 2026
High Note Wealth, LLC	1807283	973	561.9	Sep 30, 2026	Oct 27, 2026
Birch Capital Management, LLC	1799859	82	213.2	Sep 30, 2026	Oct 27, 2026
Jacobsen Capital Management	1782491	126	348.2	Sep 30, 2026	Oct 27, 2026
ALTERNA WEALTH MANAGEMENT, INC	1767699	109	172.0	Sep 30, 2026	Oct 27, 2026
TLW Wealth Management, LLC	1767217	23	181.8	Sep 30, 2026	Oct 27, 2026
Laurel Wealth Advisors LLC	1757128	735	1,043.4	Sep 30, 2026	Oct 27, 2026
William Mack & Associates, Inc.	2096700	875	316.5	Sep 30, 2026	Oct 27, 2026
VICTORY FINANCIAL GROUP, LLC	2011333	436	876.3	Sep 30, 2026	Oct 27, 2026
BIRCH FINANCIAL GROUP, LLC	2083592	1,045	209.9	Sep 30, 2026	Oct 27, 2026
John Boyer, Inc.	1597484	227	126.3	Sep 30, 2026	Oct 27, 2026
MADDEN SECURITIES Corp	1803566	340	377.7	Sep 30, 2026	Oct 27, 2026
Lynch Investment Planning, LLC	2110354	232	125.0	Sep 30, 2026	Oct 27, 2026
Latitude Advisors, LLC	1843715	1,375	309.1	Sep 30, 2026	Oct 27, 2026
SEMITAM BONAM LLC	1922963	46	141.0	Sep 30, 2026	Oct 27, 2026
Balance Wealth, LLC	2065247	1,010	367.1	Sep 30, 2026	Oct 27, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	1630936	295	191.6	Sep 30, 2026	Oct 27, 2026
Maj Invest Holding A/S	1730525	40	2,264.1	Sep 30, 2026	Oct 27, 2026
CAPITAL WEALTH MANAGEMENT, LLC	1730456	40	436.9	Sep 30, 2026	Oct 27, 2026
Pinnacle Wealth Planning Services, Inc.	1726752	2,842	912.4	Sep 30, 2026	Oct 27, 2026
Haven Private, LLC	2053665	169	249.5	Sep 30, 2026	Oct 27, 2026
Sterling Investment Advisors, Ltd.	1701132	220	635.1	Sep 30, 2026	Oct 27, 2026
Rosenthal \| Henry Capital Advisors, Inc.	1697539	45	99.0	Sep 30, 2026	Oct 27, 2026
Symmetry Partners, LLC	1697493	357	1,945.0	Sep 30, 2026	Oct 27, 2026
Empirical Capital Management, LLC	1642274	19	336.4	Sep 30, 2026	Oct 27, 2026
Financial Insights, Inc.	1642058	150	372.6	Sep 30, 2026	Oct 27, 2026
TRUST POINT INC.	1635633	513	1,323.8	Sep 30, 2026	Oct 27, 2026
Beacon Bank & Trust	1831984	153	501.9	Sep 30, 2026	Oct 27, 2026
Gibraltar Capital Management, Inc.	1625986	130	664.4	Sep 30, 2026	Oct 27, 2026
SEGRA CAPITAL MANAGEMENT, LLC A	1607512	10	495.8	Sep 30, 2026	Oct 27, 2026
Allen Capital Group, LLC	1601384	316	1,172.9	Sep 30, 2026	Oct 27, 2026