Latest 13F Filings

The most recent SEC 13F filings from institutional investors.

Filing DateFundQuarterPortfolio ValueHoldings
Apr 20, 2026TRUST CO OF OKLAHOMAQ1 2026$47.3B184
Apr 20, 2026CWA Asset Management Group, LLCQ1 2026$1.1T699
Apr 20, 2026Kopp Family Office, LLCQ1 2026$97.4B21
Apr 20, 2026Manitou Investment Management Ltd.Q1 2026$19.4B52
Apr 20, 2026Courant Investment Management LLCQ1 2026$35.5B7
Apr 20, 2026Sowell Financial Services LLCQ1 2026$1.2T1,123
Apr 20, 2026BTC Capital Management, Inc.Q1 2026$371.3B530
Apr 20, 2026Financial Enhancement Group LLCQ1 2026$482.4B136
Apr 20, 2026LVW Advisors, LLCQ1 2026$542.0B436
Apr 20, 2026Corundum Group, Inc.Q1 2026$52.2B108
Apr 20, 2026Beach Point Capital Management LPQ1 2026$253.7B11
Apr 20, 2026BROWN, LISLE/CUMMINGS, INC.Q1 2026$101.3B1,021
Apr 20, 2026NAPLES GLOBAL ADVISORS, LLCQ1 2026$466.3B441
Apr 20, 2026KESTRA PRIVATE WEALTH SERVICES, LLCQ1 2026$3.2T1,762
Apr 20, 2026Focused Wealth Management, IncQ1 2026$411.2B228
Apr 20, 2026FACTORIAL MANAGEMENT LtdQ1 2026$3.8B3
Apr 20, 2026Eagle Capital Management, LLCQ1 2026$253.7M49
Apr 16, 2026FOUNDERS FINANCIAL SECURITIES LLCQ1 2026$910.9B498
Apr 16, 2026Sky Investment Group LLCQ1 2026$88.4B140
Apr 16, 2026PHILLIPS FINANCIAL MANAGEMENT, LLCQ1 2026$954.7B283
Apr 16, 2026Town & Country Bank & Trust CO dba First Bankers Trust COQ1 2026$47.0B146
Apr 16, 2026AEGON ASSET MANAGEMENT UK PLCQ1 2026$1.1T162
Apr 16, 2026Gradient Capital Advisors, LLCQ1 2026$218.6B177
Apr 16, 2026Hartford Financial Management Inc.Q1 2026$163.3B344
Apr 16, 2026TTP Investments, Inc.Q1 2026$153.2B35
Apr 16, 2026Trinity Legacy Partners, LLCQ1 2026$206.0B106
Apr 16, 2026Polianta LtdQ1 2026$753.5M88
Apr 16, 2026Westhampton Capital, LLCQ1 2026$33.6B129
Apr 16, 2026WEYBOSSET RESEARCH & MANAGEMENT LLCQ1 2026$86.6B33
Apr 16, 2026Roble, Belko & Company, IncQ1 2026$786.5M487
Apr 16, 2026Warren Street Wealth Advisors, LLCQ1 2026$235.2B129
Apr 16, 2026Ironwood Financial, llcQ1 2026$224.2B168
Apr 16, 2026Cambridge Advisors Inc.Q1 2026$270.4B178
Apr 16, 2026SG Americas Securities, LLCQ1 2026$92.8B3,194
Apr 16, 2026BlueSky Wealth Advisors, LLCQ1 2026$605.2B115
Apr 16, 2026Financial Designs CorpQ1 2026$133.7B40
Apr 16, 2026Annex Advisory Services, LLCQ1 2026$3.0T375
Apr 16, 2026MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCQ1 2026$133.6B141
Apr 16, 2026UHLMANN PRICE SECURITIES, LLCQ1 2026$127.1B254
Apr 16, 2026THOMPSON DAVIS & CO., INC.Q1 2026$92.7B141
Apr 16, 2026FORBES J M & CO LLPQ1 2026$311.8B153
Apr 16, 2026SANDER CAPITAL ADVISORS INCQ1 2026$172.7M12
Apr 16, 2026Terra Nova Asset Management LLCQ1 2026$28.2B83
Apr 16, 2026LEE JOHNSON CAPITAL MANAGEMENT, LLCQ1 2026$153.3B80
Apr 16, 2026Capital Investment Advisors, LLCQ1 2026$3.5T693
Apr 16, 2026BRIGHT ROCK CAPITAL MANAGEMENT, LLCQ1 2026$129.7B75
Apr 16, 2026TB Alternative Assets Ltd.Q1 2026$249.3B36
Apr 16, 2026CWC Advisors, LLC.Q1 2026$120.1B149
Apr 16, 2026Cornerstone Management, Inc.Q1 2026$296.8B65
Apr 16, 2026Fisher Funds Management LTDQ1 2026$878.8B169
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