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
1ALPS ADVISORS INCNov 3, 2026Q3 20261186
2WOLVERINE ASSET MANAGEMENT LLCNov 2, 2026Q3 20261734
3Calamos Advisors LLCNov 2, 2026Q3 20261023
4PZENA INVESTMENT MANAGEMENT LLCOct 30, 2026Q3 2026194
5Bank Julius Baer & Co. Ltd, ZurichOct 29, 2026Q3 2026669
6Sumitomo Mitsui Trust Group, Inc.Oct 29, 2026Q3 20261058
7ProShare Advisors LLCOct 29, 2026Q3 20261844
8D.A. DAVIDSON & CO.Oct 28, 2026Q3 20261605
9EXCHANGE TRADED CONCEPTS, LLCOct 28, 2026Q3 20263089
10Asset Management One Co., Ltd.Oct 27, 2026Q3 2026940
11IRIDIAN ASSET MANAGEMENT LLC/CTOct 23, 2026Q3 202644
12SIGNATUREFD, LLCOct 23, 2026Q3 20263581
13Pinnacle Wealth Management Advisory Group, LLCOct 23, 2026Q3 2026555
14Verity & Verity, LLCOct 23, 2026Q3 2026199
15Community Bank of RaymoreOct 23, 2026Q3 2026120
16DUPONT CAPITAL MANAGEMENT CORPOct 23, 2026Q3 202640
17Versor Investments LPOct 23, 2026Q3 202635
18Tradewinds Capital Management, LLCOct 23, 2026Q3 2026707
19Ascent Wealth Partners, LLCOct 23, 2026Q3 2026218
20Gibson Capital, LLCOct 23, 2026Q3 2026123
21Sigma Planning CorpOct 23, 2026Q3 20261325
22Samalin Investment Counsel, LLCOct 23, 2026Q3 2026331
23Richardson Capital Management LLCOct 23, 2026Q3 2026264
24NIXON PEABODY TRUST COOct 23, 2026Q3 2026191
25Hedeker Wealth, LLCOct 23, 2026Q3 202693
26Teza Capital Management LLCOct 23, 2026Q3 2026261
27EVERGREEN CAPITAL MANAGEMENT LLCOct 23, 2026Q3 20262141
28Renaissance Capital LLCOct 23, 2026Q3 202654
29VALICENTI ADVISORY SERVICES INCOct 23, 2026Q3 202681
30Mondrian Investment Partners LTDOct 23, 2026Q3 2026136
31Madrona Financial Services, LLCOct 23, 2026Q3 2026164
32Randolph Co IncOct 23, 2026Q3 202647
33Taylor Frigon Capital Management LLCOct 23, 2026Q3 202692
34Westchester Capital Management, Inc.Oct 23, 2026Q3 202646
35Compass Ion Advisors, LLCOct 23, 2026Q3 2026430
36Del-Sette Capital Management, LLCOct 23, 2026Q3 202649
37Nadler Financial Group, Inc.Oct 23, 2026Q3 2026147
38Tarbox Family Office, Inc.Oct 23, 2026Q3 2026100
39Financial Management Professionals, Inc.Oct 23, 2026Q3 20261051
40Tanglewood Wealth Management, Inc.Oct 23, 2026Q3 202648
41Provident Investment Management, Inc.Oct 23, 2026Q3 202690
42FINANCIAL CONSULATE, INCOct 23, 2026Q3 20261896
43Malaga Cove Capital, LLCOct 23, 2026Q3 2026183
44FOUNDERS CAPITAL MANAGEMENT, LLCOct 23, 2026Q3 202681
45NTV ASSET MANAGEMENT LLCOct 23, 2026Q3 2026331
46IRON Financial LLCOct 23, 2026Q3 2026222
47PENN DAVIS MCFARLAND INCOct 23, 2026Q3 202674
48Capital Investment Advisors, LLCOct 22, 2026Q3 2026797
49SRH ADVISORS, LLCOct 22, 2026Q3 2026270
50New Harbor Financial Group, LLCOct 22, 2026Q3 202662
51Family Capital Trust CoOct 22, 2026Q3 202683
52Murphy Pohlad Asset Management LLCOct 22, 2026Q3 2026140
53Angeles Investment Advisors, LLCOct 22, 2026Q3 202638
54MARINO, STRAM & ASSOCIATES LLCOct 22, 2026Q3 2026205
55WEDBUSH SECURITIES INCOct 22, 2026Q3 20261308
56WASHINGTON TRUST CoOct 22, 2026Q3 2026644
57ETF Portfolio Partners, Inc.Oct 22, 2026Q3 202667
58VISION FINANCIAL MARKETS LLCOct 22, 2026Q3 2026387
59HANSEATIC MANAGEMENT SERVICES INCOct 22, 2026Q3 202684
60Perigon Wealth Management, LLCOct 22, 2026Q3 20261467
61HARBOR CAPITAL ADVISORS, INC.Oct 22, 2026Q3 20261445
62PARTHENON LLCOct 22, 2026Q3 2026129
63Sterling Capital Management LLCOct 22, 2026Q3 20263438
64Legacy Wealth Management, LLCOct 22, 2026Q3 202634
65EDMP, INC.Oct 22, 2026Q3 202674
66CORDA Investment Management, LLC.Oct 22, 2026Q3 202678
67BIP Wealth, LLCOct 22, 2026Q3 2026560
68Silver Lake Advisory, LLCOct 22, 2026Q3 2026105
69Private Wealth Partners, LLCOct 22, 2026Q3 2026177
70TOTAL INVESTMENT MANAGEMENT INCOct 22, 2026Q3 202697
71BURRUS FINANCIAL SERVICES, INC.Oct 22, 2026Q3 202611
72Indiana Trust & Investment Management CoOct 22, 2026Q3 2026472
73Verger Capital Management LLCOct 22, 2026Q3 202612
74Colony Family Offices, LLCOct 22, 2026Q3 202666
75KBC Group NVOct 22, 2026Q3 20262508
76FARMERS & MERCHANTS INVESTMENTS INCOct 22, 2026Q3 20261767
77Benin Management CORPOct 22, 2026Q3 2026151
78NORTHSTAR ASSET MANAGEMENT CoOct 22, 2026Q3 2026250
79Spectrum Strategic Capital Management, LLCOct 22, 2026Q3 202672
80Muzinich & Co., Inc.Oct 22, 2026Q3 202623
81True North Advisors, LLCOct 22, 2026Q3 2026302
82CARDEROCK CAPITAL MANAGEMENT INCOct 22, 2026Q3 202670
83LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEOct 22, 2026Q3 202659
84RWC ASSET ADVISORS (US) LLCOct 22, 2026Q3 202614
85CAPITAL CITY TRUST CO/FLOct 22, 2026Q3 2026198
86HOWLAND CAPITAL MANAGEMENT LLCOct 22, 2026Q3 2026286
87DILLON & ASSOCIATES INCOct 22, 2026Q3 202679
88RPM Capital Partners, LLCOct 22, 2026Q3 20262
89Credit Capital Investments LLCOct 22, 2026Q3 202641
90Manchester Capital Management LLCOct 22, 2026Q3 20261320
91ASSETMARK, INCOct 21, 2026Q3 20263773
92Polunin Capital Partners LtdOct 20, 2026Q3 202624
93LVZ, Inc.Oct 20, 2026Q3 2026167
94LVM CAPITAL MANAGEMENT LTD/MIOct 20, 2026Q3 2026158
95Hyperion Asset Management LtdOct 20, 2026Q3 202620
96Advanced Asset Management Advisors IncOct 20, 2026Q3 202688
97PRIVATE TRUST CO NAOct 20, 2026Q3 20262787
98SANDER CAPITAL ADVISORS INCOct 20, 2026Q3 202611
99Alken Asset Management LtdOct 20, 2026Q3 202630
100TAIYO LIFE INSURANCE COOct 20, 2026Q3 202611

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

Related Rankings

Largest Funds

The biggest institutional investors ranked by total portfolio value from their latest 13F filing. See Vanguard, BlackRoc...

Most Active Funds

Hedge funds with the highest portfolio turnover this quarter. See which institutional investors are making the biggest c...

Most Bought Stocks

See which stocks hedge funds are buying the most this quarter. Ranked by number of institutional buyers from 13F filings...

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).