Latest 13F Filings

The most recent SEC 13F filings from institutional investors.

Filing DateFundQuarterPortfolio ValueHoldings
Apr 21, 2026TCV Trust & Wealth Management, Inc.Q1 2026$273.6B400
Apr 21, 2026Donor Advised Charitable Giving, Inc.Q1 2026$18.2B32
Apr 21, 2026Guinness Asset Management LTDQ1 2026$1.5T143
Apr 21, 2026Edge Wealth Management LLCQ1 2026$164.5B85
Apr 21, 2026GRIMES & Co WEALTH MANAGEMENT, LLCQ1 2026$1.5T588
Apr 21, 2026Verus Financial Partners, Inc.Q1 2026$635.2B121
Apr 21, 2026Mesirow Financial Investment Management, Inc.Q1 2026$1.9T517
Apr 21, 2026Guinness Atkinson Asset Management IncQ1 2026$32.4B123
Apr 21, 2026Verity Asset Management, Inc.Q1 2026$127.6B213
Apr 21, 2026GHP Investment Advisors, Inc.Q1 2026$778.5B1,637
Apr 21, 2026HENNESSY ADVISORS INCQ1 2026$1.5T278
Apr 21, 2026FOUNDATION RESOURCE MANAGEMENT INCQ1 2026$461.6B55
Apr 21, 2026Aull & Monroe Investment Management CorpQ1 2026$56.5B125
Apr 21, 2026LS Investment Advisors, LLCQ1 2026$114.7B126
Apr 21, 2026ALPINE ASSOCIATES MANAGEMENT INC.Q1 2026$1.2T70
Apr 21, 2026JFS WEALTH ADVISORS, LLCQ1 2026$1.1T1,892
Apr 21, 2026PATTON ALBERTSON MILLER GROUP, LLCQ1 2026$220.9B212
Apr 21, 2026Welch Group, LLCQ1 2026$747.7B310
Apr 21, 2026WEDBUSH SECURITIES INCQ1 2026$3.4B1,237
Apr 21, 2026HARVEY INVESTMENT CO LLCQ1 2026$888.7M99
Apr 21, 2026CHATHAM CAPITAL GROUP, INC.Q1 2026$253.0B198
Apr 21, 2026Berkshire Money Management, Inc.Q1 2026$386.2B52
Apr 21, 2026Huntleigh Advisors, Inc.Q1 2026$168.0B282
Apr 21, 2026PENN DAVIS MCFARLAND INCQ1 2026$430.9B75
Apr 21, 2026Capital Investment Counsel, IncQ1 2026$166.0B249
Apr 21, 2026AEGON USA Investment Management, LLCQ1 2026$31.7B41
Apr 21, 2026FOSTER & MOTLEY INCQ1 2026$1.9B395
Apr 21, 2026Ground Swell Capital, LLCQ1 2026$12.6B122
Apr 21, 2026Tanglewood Wealth Management, Inc.Q1 2026$665.3B38
Apr 21, 2026E&G Advisors, LPQ1 2026$102.4B236
Apr 21, 2026Penbrook Management LLCQ1 2026$76.8B93
Apr 21, 2026J2 Capital Management IncQ1 2026$89.7B116
Apr 21, 2026Ramiah Investment GroupQ1 2026$57.8B32
Apr 20, 2026McKinley Carter Wealth Services, Inc.Q1 2026$885.3B307
Apr 20, 2026State of Alaska, Department of RevenueQ1 2026$9.2B3,577
Apr 20, 2026RFG Advisory, LLCQ1 2026$4.3T1,037
Apr 20, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC.Q1 2026$153.4B366
Apr 20, 2026Benefit Street Partners LLCQ1 2026$72.2B19
Apr 20, 2026Boston Standard Wealth Management, LLCQ1 2026$328.1B56
Apr 20, 2026Cottage Street Advisors LLCQ1 2026$56.3B138
Apr 20, 2026Yorktown Management & Research Co IncQ1 2026$52.2B214
Apr 20, 2026Guild Investment Management, Inc.Q1 2026$81.4B47
Apr 20, 2026PEOPLES FINANCIAL SERVICES CORP.Q1 2026$52.7B409
Apr 20, 2026White Pine Investment COQ1 2026$430.4M68
Apr 20, 2026Trust Asset Management LLCQ1 2026$150.9B225
Apr 20, 2026Wall Capital Group, Inc.Q1 2026$68.7B23
Apr 20, 2026Segment Wealth Management, LLCQ1 2026$244.7B309
Apr 20, 2026COURIER CAPITAL LLCQ1 2026$729.1B385
Apr 20, 2026DAVIDSON TRUST COQ1 2026$68.8B258
Apr 20, 2026DOCK STREET ASSET MANAGEMENT INCQ1 2026$40.8B58
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