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
1Farmers National BankMar 12, 2026Q4 2025251
2Montanaro Asset Management LtdMar 10, 2026Q4 202541
3Auto-Owners Insurance CoMar 9, 2026Q4 2025181
4HSBC HOLDINGS PLCMar 6, 2026Q4 202511613
5Mengis Capital Management, Inc.Mar 5, 2026Q4 2025209
6Leonteq Securities AGMar 4, 2026Q4 20250
7Rehmann Capital Advisory GroupMar 4, 2026Q4 2025648
8BANK OF HAWAIIMar 3, 2026Q4 2025281
9NWF Advisory Services Inc.Mar 3, 2026Q4 2025409
10GROUPAMA ASSET MANAGMENTFeb 27, 2026Q4 2025437
11Oak Grove Capital LLCFeb 26, 2026Q4 2025277
12TD Capital Management LLCFeb 26, 2026Q4 2025818
13Anchor Investment Management, LLCFeb 26, 2026Q4 20251046
14Bell Investment Advisors, IncFeb 24, 2026Q4 20251802
15River Road Asset Management, LLCFeb 24, 2026Q4 2025175
16Virtu Financial LLCFeb 23, 2026Q4 20251601
17MV CAPITAL MANAGEMENT, INC.Feb 23, 2026Q4 20251075
18Forthright Family Wealth Advisory LLCFeb 23, 2026Q4 202547
19Beaird Harris Wealth Management, LLCFeb 23, 2026Q4 2025712
20Investments & Financial Planning, LLCFeb 23, 2026Q4 202537
21Blue Capital, Inc.Feb 23, 2026Q4 202585
22Wealth Preservation Advisors, LLCFeb 23, 2026Q4 2025747
23McMill Wealth ManagementFeb 23, 2026Q4 202559
24CONTINENTAL INVESTORS SERVICES, INC.Feb 23, 2026Q4 202572
25Sonoma Allocations LLCFeb 23, 2026Q4 2025128
26Revere Asset Management, IncFeb 23, 2026Q4 202515
27Phillip James Consulting Co.Feb 23, 2026Q4 202595
28Monetary Solutions, LtdFeb 23, 2026Q4 2025315
29Copos Capital S.a r.l.Feb 23, 2026Q4 202555
30Kera Capital Partners, Inc.Feb 23, 2026Q4 2025553
31GuidedMoney, LLCFeb 23, 2026Q4 202530
32Vinland Capital Management Gestora de Recursos LTDA.Feb 23, 2026Q4 202566
33Drake & Associates, LLCFeb 23, 2026Q4 2025102
34Walser Wealth Management Company, A Ltd Liability CoFeb 23, 2026Q4 2025145
35IronBridge Private Wealth, LLCFeb 23, 2026Q4 202579
36Arrow Capital Management, LLCFeb 23, 2026Q4 202532
37Bauman Advisory Group, LLCFeb 20, 2026Q4 202551
38Premier Wealth Management W.L.L.Feb 20, 2026Q4 20251
39Framtiden Holdings Management Co LLCFeb 20, 2026Q4 20256
40LARCH CAPITAL PARTNERS LLCFeb 20, 2026Q4 202534
4193 Financial Group, LLCFeb 20, 2026Q4 20259
42CAMBIENT FAMILY OFFICE, LLCFeb 20, 2026Q4 2025260
43REX ADVISERS LLCFeb 20, 2026Q4 202578
44Capstone Wealth Management, Inc.Feb 20, 2026Q4 202540
45White Knight Strategic Wealth Advisors, LLCFeb 20, 2026Q4 202589
46Keenan, LLCFeb 20, 2026Q4 202540
47McLaughlin Asset Management, Inc.Feb 20, 2026Q4 202591
48Verus Advisory, Inc.Feb 20, 2026Q4 20258
49Anchor Capital Management Group IncFeb 20, 2026Q4 202517
50Ruggaard & Associates LLCFeb 20, 2026Q4 2025139
51JOSH ARNOLD INVESTMENT CONSULTANT, LLCFeb 20, 2026Q4 202515
52Wick Capital Partners, LLCFeb 20, 2026Q4 2025208
53Attestor Capital LtdFeb 20, 2026Q4 202510
54Waterford Advisors, LLCFeb 20, 2026Q4 202548
55Kinloch Capital, LLCFeb 20, 2026Q4 202577
56Kovitz Investment Group Partners, LLCFeb 20, 2026Q4 2025471
57SB Capital Management IncFeb 20, 2026Q4 202593
58Sunbelt Securities, Inc.Feb 20, 2026Q4 20252784
59Talisman Wealth Advisors LLCFeb 20, 2026Q4 2025115
60Dean Capital ManagementFeb 20, 2026Q4 2025118
61Dorsey Wright & AssociatesFeb 20, 2026Q4 2025132
62Catalyst Investment Management LLCFeb 20, 2026Q4 202572
63BFI Wealth Solutions, LLCFeb 19, 2026Q4 202573
64Birchwood Financial Partners, Inc.Feb 19, 2026Q4 2025352
65SIP Global Opportunity Manager LLCFeb 19, 2026Q4 20251
66Torrey-Payne Wealth Management, LLCFeb 19, 2026Q4 202539
67First Growth Capital LLCFeb 19, 2026Q4 2025121
68CrossGen Wealth, LLCFeb 19, 2026Q4 2025198
69Spinecap SASFeb 19, 2026Q4 202513
70MCGUIRE CAPITAL ADVISORS INCFeb 19, 2026Q4 2025944
71Van Diest Capital, LLCFeb 19, 2026Q4 2025138
72Jacobs Equity LLCFeb 19, 2026Q4 2025106
73TMB Capital Partners, LLCFeb 19, 2026Q4 2025169
74ATX Financial Planning, LLCFeb 19, 2026Q4 202587
75Rare Wolf Capital LLCFeb 19, 2026Q4 2025123
76Briggs Wealth Management, IncFeb 19, 2026Q4 202554
77Lexington Hill Partners, LLCFeb 19, 2026Q4 202567
78WealthPoint Financial, LLCFeb 19, 2026Q4 2025117
79VCU Investment Management CoFeb 19, 2026Q4 20252
80Claris Financial LLCFeb 19, 2026Q4 2025178
81Invesco Ltd.Feb 19, 2026Q4 202523487
82PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVFeb 19, 2026Q4 202537
83Evansbrook LLCFeb 19, 2026Q4 2025113
84Smith Asset Management Co., LLCFeb 19, 2026Q4 202570
85Michels Family Financial, LLCFeb 19, 2026Q4 2025136
86Compound Planning, Inc.Feb 19, 2026Q4 20252175
87Aznar Financial Advisors, LLCFeb 19, 2026Q4 202531
88Corient Private Wealth LLCFeb 19, 2026Q4 20255244
89Plotkin Financial Advisors, LLCFeb 19, 2026Q4 2025101
90CBM Financial, LLCFeb 19, 2026Q4 202516
91Royal Harbor Partners, LLCFeb 19, 2026Q4 202551
92Connective Capital Management, LLCFeb 19, 2026Q4 202557
93Little Harbor Advisors, LLCFeb 19, 2026Q4 20258
94Harbour Wealth Management Group, Inc.Feb 19, 2026Q4 202591
95Troutman Wealth Management, LLCFeb 18, 2026Q4 202537
96Andrews Advisory Associates, LLCFeb 18, 2026Q4 202581
97Pacific Excel Wealth Advisors, Inc.Feb 18, 2026Q4 202590
98Ark Wealth Advisors LLCFeb 18, 2026Q4 202577
99Feynman Point Asset Management LLCFeb 18, 2026Q4 202522
100Corecam AGFeb 18, 2026Q4 202546

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).