Latest 13F Filings

The most recent SEC 13F filings from institutional investors.

Filing DateFundQuarterPortfolio ValueHoldings
Nov 3, 2026ALPS ADVISORS INCQ3 2026$18.7T1,186
Nov 2, 2026Calamos Advisors LLCQ3 2026$10.9T1,023
Nov 2, 2026WOLVERINE ASSET MANAGEMENT LLCQ3 2026$12.1T1,734
Oct 30, 2026PZENA INVESTMENT MANAGEMENT LLCQ3 2026$23.8T194
Oct 29, 2026Bank Julius Baer & Co. Ltd, ZurichQ3 2026$5.3T669
Oct 29, 2026Sumitomo Mitsui Trust Group, Inc.Q3 2026$29.1T1,058
Oct 29, 2026ProShare Advisors LLCQ3 2026$8.7T1,844
Oct 28, 2026EXCHANGE TRADED CONCEPTS, LLCQ3 2026$8.3T3,089
Oct 28, 2026D.A. DAVIDSON & CO.Q3 2026$7.8T1,605
Oct 27, 2026Asset Management One Co., Ltd.Q3 2026$7.4T940
Oct 23, 2026Mondrian Investment Partners LTDQ3 2026$3.1T136
Oct 23, 2026Versor Investments LPQ3 2026$39.8B35
Oct 23, 2026Compass Ion Advisors, LLCQ3 2026$680.6B430
Oct 23, 2026DUPONT CAPITAL MANAGEMENT CORPQ3 2026$14.8B40
Oct 23, 2026PENN DAVIS MCFARLAND INCQ3 2026$445.9B74
Oct 23, 2026Ascent Wealth Partners, LLCQ3 2026$172.4B218
Oct 23, 2026Teza Capital Management LLCQ3 2026$53.8B261
Oct 23, 2026Financial Management Professionals, Inc.Q3 2026$703.5B1,051
Oct 23, 2026FINANCIAL CONSULATE, INCQ3 2026$734.2B1,896
Oct 23, 2026Randolph Co IncQ3 2026$330.4B47
Oct 23, 2026EVERGREEN CAPITAL MANAGEMENT LLCQ3 2026$2.6T2,141
Oct 23, 2026Nadler Financial Group, Inc.Q3 2026$448.5B147
Oct 23, 2026FOUNDERS CAPITAL MANAGEMENT, LLCQ3 2026$62.0B81
Oct 23, 2026Pinnacle Wealth Management Advisory Group, LLCQ3 2026$505.3B555
Oct 23, 2026SIGNATUREFD, LLCQ3 2026$3.0T3,581
Oct 23, 2026Hedeker Wealth, LLCQ3 2026$158.0B93
Oct 23, 2026Del-Sette Capital Management, LLCQ3 2026$123.9B49
Oct 23, 2026Tanglewood Wealth Management, Inc.Q3 2026$754.2B48
Oct 23, 2026Madrona Financial Services, LLCQ3 2026$283.4B164
Oct 23, 2026NTV ASSET MANAGEMENT LLCQ3 2026$311.0B331
Oct 23, 2026Gibson Capital, LLCQ3 2026$183.4B123
Oct 23, 2026Samalin Investment Counsel, LLCQ3 2026$174.6B331
Oct 23, 2026Sigma Planning CorpQ3 2026$1.6T1,325
Oct 23, 2026Taylor Frigon Capital Management LLCQ3 2026$94.0B92
Oct 23, 2026IRIDIAN ASSET MANAGEMENT LLC/CTQ3 2026$226.3B44
Oct 23, 2026Richardson Capital Management LLCQ3 2026$187.5B264
Oct 23, 2026IRON Financial LLCQ3 2026$117.4B222
Oct 23, 2026Tarbox Family Office, Inc.Q3 2026$316.8B100
Oct 23, 2026VALICENTI ADVISORY SERVICES INCQ3 2026$530.8M81
Oct 23, 2026Westchester Capital Management, Inc.Q3 2026$37.7B46
Oct 23, 2026Renaissance Capital LLCQ3 2026$82.1B54
Oct 23, 2026Tradewinds Capital Management, LLCQ3 2026$342.2B707
Oct 23, 2026Malaga Cove Capital, LLCQ3 2026$78.2B183
Oct 23, 2026Provident Investment Management, Inc.Q3 2026$126.3B90
Oct 23, 2026Community Bank of RaymoreQ3 2026$65.9B120
Oct 23, 2026Verity & Verity, LLCQ3 2026$440.5B199
Oct 23, 2026NIXON PEABODY TRUST COQ3 2026$346.4B191
Oct 22, 2026TOTAL INVESTMENT MANAGEMENT INCQ3 2026$562.4B97
Oct 22, 2026WASHINGTON TRUST CoQ3 2026$367.4B644
Oct 22, 2026Family Capital Trust CoQ3 2026$70.9B83
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