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
Verdence Capital Advisors LLC	1719305	757	2,238.5	Sep 30, 2026	Oct 26, 2026
Geneva Partners, LLC	1712671	81	313.7	Sep 30, 2026	Oct 26, 2026
RAINEY & RANDALL WEALTH ADVISORS INC.	1728355	72	621.4	Sep 30, 2026	Oct 26, 2026
Xcel Wealth Management, LLC	1791002	139	394.1	Sep 30, 2026	Oct 26, 2026
FSA WEALTH PARTNERS, INC.	1731221	74	320.5	Sep 30, 2026	Oct 26, 2026
GRITSTONE ASSET MANAGEMENT LLC	1964236	175	98.4	Sep 30, 2026	Oct 26, 2026
Local Pensions Partnership Investment Ltd	1698810	33	4,768.5	Sep 30, 2026	Oct 26, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC	1692252	135	615.2	Sep 30, 2026	Oct 26, 2026
SIMON QUICK ADVISORS, LLC	1692038	454	2,550.8	Sep 30, 2026	Oct 26, 2026
International City Management Association Retirement Corp	1691813	15	418.9	Sep 30, 2026	Oct 26, 2026
FLAGSHIP HARBOR ADVISORS, LLC	1691766	764	2,515.5	Sep 30, 2026	Oct 26, 2026
Tiller Private Wealth, Inc.	1663649	71	286.6	Sep 30, 2026	Oct 26, 2026
Patten Group, Inc.	1633207	311	614.2	Sep 30, 2026	Oct 26, 2026
Verde Servicos Internacionais S.A.	1629290	31	287.9	Sep 30, 2026	Oct 26, 2026
PLIMOTH TRUST CO LLC	1623678	178	529.1	Sep 30, 2026	Oct 26, 2026
PKS Advisory Services, LLC	1605401	377	601.5	Sep 30, 2026	Oct 26, 2026
Asset Management Advisors, LLC	1596355	16	167.8	Sep 30, 2026	Oct 26, 2026
Arbor Investment Advisors, LLC	1590073	131	755.5	Sep 30, 2026	Oct 26, 2026
Blume Capital Management, Inc.	1587192	356	663.9	Sep 30, 2026	Oct 26, 2026
Willow Creek Wealth Management Inc.	1632407	205	1,479.8	Sep 30, 2026	Oct 26, 2026
Willow Creek Wealth Management Inc.	1632407	203	1,520.6	Jun 30, 2026	Oct 26, 2026
East Coast Asset Management, LLC. A	1579254	81	623.9	Jun 30, 2026	Oct 26, 2026
East Coast Asset Management, LLC. A	1579254	80	558.4	Mar 31, 2026	Oct 26, 2026
East Coast Asset Management, LLC. A	1579254	75	629.9	Dec 31, 2025	Oct 26, 2026
East Coast Asset Management, LLC. A	1579254	77	574.7	Sep 30, 2025	Oct 26, 2026
Segment Wealth Management, LLC	1575581	315	1,891.4	Sep 30, 2026	Oct 26, 2026
Broussard Financial Group LLC	1548136	38	131.7	Sep 30, 2026	Oct 26, 2026
Harrison Street Private Wealth LLC	1542826	21	73.0	Sep 30, 2026	Oct 26, 2026
PATTON ALBERTSON MILLER GROUP, LLC	1511037	219	943.4	Sep 30, 2026	Oct 26, 2026
WESPAC Advisors, LLC	1484540	200	185.2	Sep 30, 2026	Oct 26, 2026
Westover Capital Advisors, LLC	1483467	244	604.2	Sep 30, 2026	Oct 26, 2026
THOMA BRAVO, L.P.	1450701	3	10,021.0	Sep 30, 2026	Oct 26, 2026
HOURGLASS CAPITAL, LLC	1442573	123	484.0	Sep 30, 2026	Oct 26, 2026
Busey Bank	1427202	386	4,147.2	Sep 30, 2026	Oct 26, 2026
Advocate Investing Services LLC	2110509	447	115.2	Sep 30, 2026	Oct 26, 2026
Noble Family Wealth, LLC	1976065	75	548.7	Sep 30, 2026	Oct 26, 2026
Gratus Wealth Advisors, LLC	2022161	136	710.5	Sep 30, 2026	Oct 26, 2026
SYM FINANCIAL Corp	764739	524	1,301.8	Sep 30, 2026	Oct 26, 2026
ANGELES WEALTH MANAGEMENT, LLC	1929170	594	2,229.2	Sep 30, 2026	Oct 26, 2026
ASHTON THOMAS SECURITIES, LLC	771572	508	883.6	Sep 30, 2026	Oct 26, 2026
SCHWARTZ INVESTMENT COUNSEL INC	909151	141	2,847.7	Sep 30, 2026	Oct 26, 2026
Vermillion Wealth Management, Inc.	1737012	216	59.5	Sep 30, 2026	Oct 26, 2026
Grant Street Asset Management, Inc.	1740642	91	604.8	Sep 30, 2026	Oct 26, 2026
Progressive Investment Management Corp	1353318	56	450.9	Sep 30, 2026	Oct 26, 2026
ALTA CAPITAL MANAGEMENT LLC/	1093589	195	1,184.7	Sep 30, 2026	Oct 26, 2026
Mill Capital Management, LLC	1901166	128	1,522.0	Sep 30, 2026	Oct 26, 2026
TFC Financial Management, Inc.	1827844	1,045	825.6	Sep 30, 2026	Oct 26, 2026
Penobscot Investment Management Company, Inc.	1394866	321	1,424.2	Sep 30, 2026	Oct 26, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	1380137	304	806.6	Sep 30, 2026	Oct 26, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	1329375	73	2,180.6	Sep 30, 2026	Oct 26, 2026