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
1Old Mission Investment Co LLCSep 16, 2026Q2 202665
2Twin Peaks Capital LtdSep 16, 2026Q2 202611
3Cherry Tree Wealth Management, LLCSep 15, 2026Q2 2026594
4SkyView Investment Advisors, LLCSep 15, 2026Q2 2026278
5Anchor Investment Management, LLCSep 15, 2026Q2 20261207
6Reynders McVeigh Capital Management, LLCSep 15, 2026Q2 2026196
7Revere Asset Management, IncSep 14, 2026Q2 202637
8Marathon Wealth Advisors LLCSep 11, 2026Q2 202673
9Talon Private Wealth, LLCSep 11, 2026Q2 2026405
10Bullseye Investment Management, LLCSep 11, 2026Q2 2026321
11Spectrum Advisors, Inc.Sep 11, 2026Q2 202650
12MENLO ADVISORS LLCSep 10, 2026Q2 202630
13U S WEALTH GROUP, LLC.Sep 10, 2026Q2 202641
14Core Capital Management & Research, inc.Sep 9, 2026Q2 2026286
15MIRAMONTES CAPITAL, LLCSep 9, 2026Q2 2026126
16Lotus Asset Management LLCSep 9, 2026Q2 202643
17Kachkovsky & Fisher, Inc.Sep 8, 2026Q2 202664
18Willow Creek Capital Management, Inc.Sep 8, 2026Q2 2026100
19Nordflint Capital Partners Fondsmaeglerselskab A/SSep 4, 2026Q2 20261
20RWC ASSET ADVISORS (US) LLCSep 3, 2026Q2 202616
21Cygnus Capital Advisors, LLCSep 3, 2026Q2 202692
22MLG Wealth Management DBA Pine Grove Financial GroupSep 2, 2026Q2 2026189
23CAPITAL & PLANNING, LLCSep 2, 2026Q2 202645
24Range Advisory, LLCSep 2, 2026Q2 2026196
25Infini Capital Management LtdSep 2, 2026Q2 20261
26Kinetic Wealth Investment Advisors LLCSep 2, 2026Q2 202664
27BROWN, LISLE/CUMMINGS, INC.Sep 2, 2026Q2 20261054
28AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDSep 1, 2026Q2 202624
29Planning Project LLCSep 1, 2026Q2 202626
30Davis Wealth Advisors, LLCSep 1, 2026Q2 202691
31Parrish Capital LLCSep 1, 2026Q2 202687
32Alternative Investment Advisors, LLC.Aug 31, 2026Q2 202678
33Arbor Wealth Management LLC\AZAug 31, 2026Q2 2026104
34Deeter Investments LLPAug 28, 2026Q2 2026111
35Formuepleje A/SAug 27, 2026Q2 202657
36CARLSON FINANCIAL, INC.Aug 24, 2026Q2 2026180
37Vancity Investment Management LtdAug 24, 2026Q2 202692
38CYBER HORNET ETFs LLCAug 24, 2026Q2 2026508
39Serenity Investment AdvisorsAug 24, 2026Q2 202676
40Strategic Financial Services, Inc.Aug 24, 2026Q2 2026158
41ASHFORD CAPITAL MANAGEMENT INCAug 21, 2026Q2 2026108
42Envision Financial Transparency, LLCAug 21, 2026Q2 202659
43Harbor Spring Capital, LLCAug 21, 2026Q2 20261
44Bernard Wealth Management Corp.Aug 21, 2026Q2 2026325
45American Beacon Advisors, Inc.Aug 20, 2026Q2 20263
46ATX Financial Planning, LLCAug 20, 2026Q2 202683
47Anderson Financial Strategies, LLCAug 20, 2026Q2 202636
48CLIFFORD SWAN INVESTMENT COUNSEL LLCAug 20, 2026Q2 2026408
49Ridgepath Capital Management LLCAug 20, 2026Q2 202654
50Forefront Wealth Partners, LLCAug 20, 2026Q2 2026177
51DEPRINCE RACE & ZOLLO INCAug 20, 2026Q2 2026188
52Layline Advisors, LLCAug 20, 2026Q2 202682
53Harvest Fund Management Co., LtdAug 20, 2026Q2 2026456
54GILL CAPITAL PARTNERS, LLCAug 20, 2026Q2 2026702
55Rehmann Capital Advisory GroupAug 20, 2026Q2 2026702
56Jackson Wealth Management, LLCAug 20, 2026Q2 202686
57CALIFORNIA FIRST LEASING CORPAug 19, 2026Q2 202634
58RESOLUTE WEALTH ADVISOR, INC.Aug 19, 2026Q2 202694
59IKE Capital, LLCAug 19, 2026Q2 202675
60Prosperitas Financial LLCAug 19, 2026Q2 2026141
61Custos Family Office, LLCAug 19, 2026Q2 202671
62Madryn Asset Management, LPAug 19, 2026Q2 20262
63Kingsview Wealth Management, LLCAug 19, 2026Q2 20261574
64Sustainable Insight Capital Management, LLCAug 19, 2026Q2 202678
65BOUSSARD & GAVAUDAN GESTION SASAug 19, 2026Q2 2026117
66Vermillion & White Wealth Management Group, LLCAug 19, 2026Q2 202669
67Financial Avengers, Inc.Aug 19, 2026Q2 2026158
68BullishAug 19, 2026Q2 20263
69Wilson & Boucher Capital Management, LLCAug 19, 2026Q2 2026121
70Bullock Wealth Management GroupAug 19, 2026Q2 2026608
71Denver PWM, LLCAug 18, 2026Q2 202689
72CANNELL CAPITAL LLCAug 18, 2026Q2 202636
73Orion Capital Management LLCAug 18, 2026Q2 2026516
74Concorde Asset Management, LLCAug 18, 2026Q2 2026152
75BRIDGER MANAGEMENT, LLCAug 18, 2026Q2 202624
76Ratan Capital Management LPAug 18, 2026Q2 202648
77Capasso Planning Partners LLCAug 18, 2026Q2 202686
78Sankala Group LLCAug 18, 2026Q2 2026636
79RIHO Partners, LLCAug 18, 2026Q2 202614
80JDM Financial Group LLCAug 18, 2026Q2 2026332
81Henson-Edgewater Management, LLCAug 18, 2026Q2 202666
82Nest Investments, LLCAug 18, 2026Q2 202636
83Strait & Sound Wealth Management LLCAug 18, 2026Q2 2026177
84VY Capital Management Co. Ltd.Aug 18, 2026Q2 20266
85Leo H. Evart, Inc.Aug 18, 2026Q2 2026328
86Rakuten Investment Management, Inc.Aug 18, 2026Q2 2026467
87Twin Lakes Capital Management, LLCAug 18, 2026Q2 2026210
88Unconventional Investor, LLCAug 18, 2026Q2 202649
89MUHLENKAMP & CO INCAug 18, 2026Q2 202628
90Beacon Pointe Advisors, LLCAug 18, 2026Q2 20261916
91Madrid Financial ServicesAug 18, 2026Q2 202620
92THOMAS H LEE PARTNERS LPAug 18, 2026Q2 20261
93NORTH STAR ASSET MANAGEMENT INCAug 18, 2026Q2 2026468
94RB Capital Management, LLCAug 18, 2026Q2 2026205
95TILIA FIDUCIARY PARTNERS, INC.Aug 18, 2026Q2 2026127
96PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOAug 17, 2026Q2 20262334
97DEERFIELD MANAGEMENT COMPANY, L.P.Aug 14, 2026Q2 202682
98SB INVESTMENT ADVISERS (UK) LTDAug 14, 2026Q2 20269
99Sculptor Capital LPAug 14, 2026Q2 2026434
100BRANDES INVESTMENT PARTNERS, LPAug 14, 2026Q2 2026472

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).