Most Recent 13F Filers

The most recently filed 13F reports, ordered by filing date. New filings appear here as institutions disclose their quarterly holdings to the SEC.

#FundFiling DateQuarterHoldings
1Polaris Capital Management, LLCApr 27, 2026Q1 202684
2HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLCApr 27, 2026Q1 2026274
3TD PRIVATE CLIENT WEALTH LLCApr 27, 2026Q1 20261649
4OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCApr 27, 2026Q1 2026197
5One River Asset Management, LLCApr 27, 2026Q1 2026255
6KEATING INVESTMENT COUNSELORS INCApr 27, 2026Q1 202659
7PROVIDENT TRUST COApr 27, 2026Q1 202622
8Pachira Investments Inc.Apr 27, 2026Q1 202672
9HS Management Partners, LLCApr 27, 2026Q1 202624
10Adams Asset Advisors, LLCApr 27, 2026Q1 202688
11ProShare Advisors LLCApr 27, 2026Q1 20261865
12CUMBERLAND ADVISORS INCApr 27, 2026Q1 202648
13CAPITAL FINANCIAL GROUP INC\CO\ /ADVApr 27, 2026Q1 2026106
14FULTON BREAKEFIELD BROENNIMAN LLCApr 27, 2026Q1 2026200
15IRON Financial LLCApr 27, 2026Q1 2026217
16Glencore plcApr 27, 2026Q1 20263
17TCI Wealth Advisors, Inc.Apr 27, 2026Q1 2026251
18F&V Capital Management, LLCApr 27, 2026Q1 202659
19Smith & Howard Wealth Management, LLCApr 27, 2026Q1 2026124
20Reynders McVeigh Capital Management, LLCApr 27, 2026Q1 2026195
21HEFFERNAN ADVISORY, INCApr 27, 2026Q1 202624
22BOYD WATTERSON ASSET MANAGEMENT LLC/OHApr 27, 2026Q1 2026390
23Lafayette Investments, Inc.Apr 27, 2026Q1 2026158
24PLIMOTH TRUST CO LLCApr 27, 2026Q1 2026327
25DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCApr 27, 2026Q1 2026173
26ALBION FINANCIAL GROUP /UTApr 27, 2026Q1 2026737
27PROFUND ADVISORS LLCApr 27, 2026Q1 20261092
28First Dallas Securities Inc.Apr 27, 2026Q1 2026118
29CABOT WEALTH MANAGEMENT INCApr 27, 2026Q1 2026139
30WBH ADVISORY INCApr 27, 2026Q1 2026350
31BIP Wealth, LLCApr 27, 2026Q1 2026453
32Wealthstar Advisors, LLCApr 27, 2026Q1 2026111
33B. Riley Wealth Advisors, Inc.Apr 27, 2026Q1 2026898
34Lesa Sroufe & CoApr 27, 2026Q1 202669
35ASAHI LIFE ASSET MANAGEMENT CO., LTD.Apr 27, 2026Q1 2026150
36Oxbow Advisors, LLCApr 27, 2026Q1 2026245
37Chicago Capital Management, LLCApr 27, 2026Q1 202629
38Private Advisor Group, LLCApr 27, 2026Q1 20262735
39Silver Lake Advisory, LLCApr 27, 2026Q1 2026103
40Hendershot Investments Inc.Apr 27, 2026Q1 2026129
41Courage Miller Partners, LLCApr 27, 2026Q1 202692
42Bronte Capital Management Pty Ltd.Apr 27, 2026Q1 202654
43SOUTHERN MICHIGAN BANK & TRUSTApr 27, 2026Q1 2026424
44Tarbox Family Office, Inc.Apr 24, 2026Q1 202695
45Oakworth Capital, Inc.Apr 24, 2026Q1 20261253
46Alaska Permanent Capital Management, LLCApr 24, 2026Q1 202639
47Argent Advisors, Inc.Apr 24, 2026Q1 2026173
48JCSD Capital, LLCApr 24, 2026Q1 202629
49Marquette Asset Management, LLCApr 24, 2026Q1 2026796
50Essex Financial Services, Inc.Apr 24, 2026Q1 2026794
51TSP Capital Management Group, LLCApr 24, 2026Q1 202645
52Sumitomo Mitsui DS Asset Management Company, LtdApr 24, 2026Q1 2026770
53SOL Capital Management COApr 24, 2026Q1 202652
54VISION FINANCIAL MARKETS LLCApr 24, 2026Q1 2026425
55CHELSEA COUNSEL COApr 24, 2026Q1 2026241
56Lubar & Co., IncApr 24, 2026Q1 20263
57Vision Capital Management, Inc.Apr 24, 2026Q1 2026167
58Ninety One UK LtdApr 24, 2026Q1 2026237
59Advanced Asset Management Advisors IncApr 24, 2026Q1 202679
60Bishop & Co Investment Management, LLCApr 24, 2026Q1 202626
61Conestoga Capital Advisors, LLCApr 24, 2026Q1 2026114
62CHICAGO TRUST Co NAApr 24, 2026Q1 2026663
63Retirement Systems of AlabamaApr 24, 2026Q1 2026947
64RKL Wealth Management LLCApr 24, 2026Q1 2026179
65SMITHBRIDGE ASSET MANAGEMENT INC/DEApr 24, 2026Q1 2026183
66NORTH POINT PORTFOLIO MANAGERS CORP/OHApr 24, 2026Q1 202676
67Balentine LLCApr 24, 2026Q1 2026219
68USS Investment Management LtdApr 24, 2026Q1 2026512
69ACORN FINANCIAL ADVISORY SERVICES INC /ADVApr 24, 2026Q1 2026215
70Family Capital Trust CoApr 24, 2026Q1 202687
71Saxony Capital Management, LLCApr 24, 2026Q1 2026161
72Boston Trust Walden CorpApr 24, 2026Q1 2026613
73Peregrine Asset Advisers, Inc.Apr 24, 2026Q1 2026189
74Harrison Street Private Wealth LLCApr 24, 2026Q1 202621
75DELTEC ASSET MANAGEMENT LLCApr 24, 2026Q1 2026235
76Lindsell Train LtdApr 24, 2026Q1 202627
77Ninety One SA (PTY) LtdApr 24, 2026Q1 202697
78Reliant Investment Management, LLCApr 24, 2026Q1 202653
79Randolph Co IncApr 24, 2026Q1 202643
80TCFG WEALTH MANAGEMENT, LLCApr 24, 2026Q1 2026274
81DEPRINCE RACE & ZOLLO INCApr 24, 2026Q1 2026184
82OPPENHEIMER ASSET MANAGEMENT INC.Apr 24, 2026Q1 20263203
83IRIDIAN ASSET MANAGEMENT LLC/CTApr 24, 2026Q1 202644
84PZENA INVESTMENT MANAGEMENT LLCApr 24, 2026Q1 2026192
85Palouse Capital Management, Inc.Apr 24, 2026Q1 2026135
86Gemmer Asset Management LLCApr 23, 2026Q1 2026172
87SUMMER ROAD LLCApr 23, 2026Q1 202624
88Aegis Wealth Management LLCApr 23, 2026Q1 2026118
89Industrial Alliance Investment Management Inc.Apr 23, 2026Q1 20268
90Joel Isaacson & Co., LLCApr 23, 2026Q1 2026455
91Barry Investment Advisors, LLCApr 23, 2026Q1 202699
92PEAVINE CAPITAL, LLCApr 23, 2026Q1 20269
93Broad Peak Investment Advisers Pte LtdApr 23, 2026Q1 202623
94Samalin Investment Counsel, LLCApr 23, 2026Q1 2026319
95QV Investors Inc.Apr 23, 2026Q1 202665
96FOUNDERS CAPITAL MANAGEMENT, LLCApr 23, 2026Q1 202674
97HARBOR INVESTMENT ADVISORY, LLCApr 23, 2026Q1 20261233
98Legacy Wealth Management, LLCApr 23, 2026Q1 202630
99Orca Investment Management, LLCApr 23, 2026Q1 202657
100BURRUS FINANCIAL SERVICES, INC.Apr 23, 2026Q1 202611

Data sourced from SEC 13F filings. Filings are delayed up to 45 days after quarter end.

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Frequently Asked Questions

How quickly do new filings appear?

New 13F filings are processed within 24 hours of being submitted to the SEC EDGAR system.

When are 13F filings due?

13F filings are due 45 days after the end of each calendar quarter (May 15, August 14, November 14, February 14).