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
1Calamos Advisors LLCJul 31, 2026Q2 20261059
2ASSETMARK, INCJul 30, 2026Q2 20263558
3Sumitomo Mitsui Trust Group, Inc.Jul 30, 2026Q2 20261080
4ALPS ADVISORS INCJul 29, 2026Q2 20261196
5Retirement Systems of AlabamaJul 28, 2026Q2 2026950
6Asset Management One Co., Ltd.Jul 28, 2026Q2 2026957
7MATHER GROUP, LLC.Jul 27, 2026Q2 20261915
8Private Advisor Group, LLCJul 27, 2026Q2 20262576
9D.A. DAVIDSON & CO.Jul 24, 2026Q2 20261593
10Tributary Capital Management, LLCJul 23, 2026Q2 2026135
11Taylor Frigon Capital Management LLCJul 23, 2026Q2 202693
12Westchester Capital Management, Inc.Jul 23, 2026Q2 202646
13E&G Advisors, LPJul 23, 2026Q2 2026243
14Wealth Architects, LLCJul 23, 2026Q2 2026249
15Powerhouse Assets LLCJul 23, 2026Q2 202657
16HERALD INVESTMENT MANAGEMENT LtdJul 23, 2026Q2 202692
17FINANCIAL DISCOVERY GROUP INCJul 23, 2026Q2 202621
18NATIONS FINANCIAL GROUP INC, /IA/ /ADVJul 23, 2026Q2 2026789
19EVERGREEN CAPITAL MANAGEMENT LLCJul 23, 2026Q2 20262269
20Carlton Hofferkamp & Jenks Wealth Management, LLCJul 23, 2026Q2 2026144
21TEXAS PERMANENT SCHOOL FUND CORPJul 23, 2026Q2 202615
22PARTHENON LLCJul 23, 2026Q2 2026133
23AdvisorNet Financial, IncJul 23, 2026Q2 20262278
24NorthLanding Financial Partners, LLCJul 23, 2026Q2 202645
25FINANCIAL CONSULATE, INCJul 23, 2026Q2 20261449
26Strid Group, LLCJul 23, 2026Q2 202693
27Randolph Co IncJul 23, 2026Q2 202647
28NAPLES GLOBAL ADVISORS, LLCJul 23, 2026Q2 2026466
29Courage Miller Partners, LLCJul 23, 2026Q2 202687
30Berkshire Money Management, Inc.Jul 23, 2026Q2 202656
31MERIDIAN INVESTMENT COUNSEL INC.Jul 23, 2026Q2 2026250
32Baker Ellis Asset Management LLCJul 23, 2026Q2 2026265
33Stillwater Capital Advisors, LLCJul 23, 2026Q2 202671
34Context Capital Management, LLCJul 23, 2026Q2 2026427
35Yorktown Management & Research Co IncJul 23, 2026Q2 2026249
36COOKSON PEIRCE & CO INCJul 23, 2026Q2 2026317
37Penbrook Management LLCJul 23, 2026Q2 2026101
38TruNorth Capital Management, LLCJul 23, 2026Q2 2026123
39SECURIAN ASSET MANAGEMENT, INCJul 23, 2026Q2 2026926
40Rathbones Group PLCJul 23, 2026Q2 2026665
41Harrington Investments, INCJul 23, 2026Q2 202682
42Wealthquest CorpJul 23, 2026Q2 2026177
43HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLCJul 23, 2026Q2 2026294
44Welch Group, LLCJul 23, 2026Q2 2026326
45THOMAS STORY & SON LLCJul 23, 2026Q2 202653
46WEST BANCORPORATION INCJul 23, 2026Q2 202695
47New Harbor Financial Group, LLCJul 23, 2026Q2 202668
48NWAM LLCJul 23, 2026Q2 2026684
49EXCHANGE TRADED CONCEPTS, LLCJul 22, 2026Q2 20262766
50Biltmore Wealth Management, LLCJul 21, 2026Q2 202658
51ABSOLUTE INVESTMENT ADVISERS, LLCJul 21, 2026Q2 2026112
52Ifrah Financial Services, Inc.Jul 21, 2026Q2 2026214
53CUMBERLAND ADVISORS INCJul 21, 2026Q2 202649
54SHIKIAR ASSET MANAGEMENT INCJul 21, 2026Q2 2026114
55Murphy Pohlad Asset Management LLCJul 21, 2026Q2 2026135
56SOUTHERN MICHIGAN BANK & TRUSTJul 21, 2026Q2 2026422
57CWC Advisors, LLC.Jul 21, 2026Q2 2026152
58Millburn Ridgefield LLC /DE/Jul 21, 2026Q2 202639
59Harrison Street Private Wealth LLCJul 21, 2026Q2 202621
60LS Investment Advisors, LLCJul 21, 2026Q2 2026127
61Verus Financial Partners, Inc.Jul 21, 2026Q2 2026127
62PARUS FINANCE (UK) LtdJul 21, 2026Q2 202637
63Darwin Wealth Management, LLCJul 21, 2026Q2 2026777
64DELTEC ASSET MANAGEMENT LLCJul 21, 2026Q2 2026264
65Accredited Investors Inc.Jul 21, 2026Q2 2026299
66INVESTMENT HOUSE LLCJul 21, 2026Q2 2026221
67AMERICAN ASSET MANAGEMENT INC.Jul 21, 2026Q2 202633
68Northern Capital Management, Inc.Jul 21, 2026Q2 202650
69Legacy Private Trust Co.Jul 21, 2026Q2 2026382
70FOUNDATION RESOURCE MANAGEMENT INCJul 21, 2026Q2 202656
71MONTRUSCO BOLTON INVESTMENTS INC.Jul 21, 2026Q2 202680
72JABODON PT COJul 21, 2026Q2 20268
73Benefit Street Partners LLCJul 21, 2026Q2 202621
74F&V Capital Management, LLCJul 21, 2026Q2 202663
75HEFFERNAN ADVISORY, INCJul 21, 2026Q2 202643
76SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIJul 21, 2026Q2 2026160
77APPLETON PARTNERS INC/MAJul 21, 2026Q2 2026275
78AMI ASSET MANAGEMENT CORPJul 21, 2026Q2 202699
79J.W. COLE ADVISORS, INC.Jul 21, 2026Q2 20261593
80LAFFER TENGLER INVESTMENTS, INC.Jul 21, 2026Q2 2026179
81Boston Common Asset Management, LLCJul 21, 2026Q2 2026186
82SUMMITRY LLCJul 21, 2026Q2 2026340
83Canal Insurance COJul 21, 2026Q2 202676
84OAK RIDGE INVESTMENTS LLCJul 21, 2026Q2 2026170
85QV Investors Inc.Jul 21, 2026Q2 202668
86Birch Hill Investment Advisors LLCJul 21, 2026Q2 2026211
87HALBERT HARGROVE GLOBAL ADVISORS, LLCJul 21, 2026Q2 2026735
88Merit Financial Group, LLCJul 17, 2026Q2 20268134
89COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYSJul 17, 2026Q2 20261759
90FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Jul 17, 2026Q2 2026452
91Ninety One UK LtdJul 16, 2026Q2 2026271
92Hudson Capital Management LLCJul 14, 2026Q2 202674
93SPIRIT OF AMERICA MANAGEMENT CORP/NYJul 14, 2026Q2 2026383
94Successful Portfolios LLCJul 14, 2026Q2 2026199
95Adams Asset Advisors, LLCJul 14, 2026Q2 202688
96Westhampton Capital, LLCJul 14, 2026Q2 2026131
97BigSur Wealth Management LLCJul 14, 2026Q2 2026170
98KELLY FINANCIAL GROUP LLCJul 14, 2026Q2 2026107
99B. Riley Wealth Advisors, Inc.Jul 14, 2026Q2 2026914
100Twele Capital Management, Inc.Jul 14, 2026Q2 202640

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).