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
1Premier Financial GroupSep 21, 2026Q2 2026243
2Altar Rock LLCSep 21, 2026Q2 2026160
3SECURITY NATIONAL BANK OF SO DAKSep 18, 2026Q2 2026346
4SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Sep 18, 2026Q2 2026358
5Atomic Invest LLCSep 18, 2026Q2 2026308
6Kirkwood Financial ServicesSep 17, 2026Q2 202635
7WELLINGTON-ALTUS USA INC.Sep 17, 2026Q2 2026713
8Old Mission Investment Co LLCSep 16, 2026Q2 202665
9Twin Peaks Capital LtdSep 16, 2026Q2 202611
10Anchor Investment Management, LLCSep 15, 2026Q2 20261207
11Cherry Tree Wealth Management, LLCSep 15, 2026Q2 2026594
12Reynders McVeigh Capital Management, LLCSep 15, 2026Q2 2026196
13SkyView Investment Advisors, LLCSep 15, 2026Q2 2026278
14Revere Asset Management, IncSep 14, 2026Q2 202637
15Bullseye Investment Management, LLCSep 11, 2026Q2 2026321
16Marathon Wealth Advisors LLCSep 11, 2026Q2 202673
17Talon Private Wealth, LLCSep 11, 2026Q2 2026405
18Spectrum Advisors, Inc.Sep 11, 2026Q2 202650
19MENLO ADVISORS LLCSep 10, 2026Q2 202630
20U S WEALTH GROUP, LLC.Sep 10, 2026Q2 202641
21MIRAMONTES CAPITAL, LLCSep 9, 2026Q2 2026126
22Core Capital Management & Research, inc.Sep 9, 2026Q2 2026286
23Lotus Asset Management LLCSep 9, 2026Q2 202643
24Willow Creek Capital Management, Inc.Sep 8, 2026Q2 2026100
25Kachkovsky & Fisher, Inc.Sep 8, 2026Q2 202664
26Nordflint Capital Partners Fondsmaeglerselskab A/SSep 4, 2026Q2 20261
27Cygnus Capital Advisors, LLCSep 3, 2026Q2 202692
28RWC ASSET ADVISORS (US) LLCSep 3, 2026Q2 202616
29Kinetic Wealth Investment Advisors LLCSep 2, 2026Q2 202664
30MLG Wealth Management DBA Pine Grove Financial GroupSep 2, 2026Q2 2026189
31Range Advisory, LLCSep 2, 2026Q2 2026196
32Infini Capital Management LtdSep 2, 2026Q2 20261
33CAPITAL & PLANNING, LLCSep 2, 2026Q2 202645
34BROWN, LISLE/CUMMINGS, INC.Sep 2, 2026Q2 20261054
35Planning Project LLCSep 1, 2026Q2 202626
36Parrish Capital LLCSep 1, 2026Q2 202687
37Davis Wealth Advisors, LLCSep 1, 2026Q2 202691
38AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDSep 1, 2026Q2 202624
39Alternative Investment Advisors, LLC.Aug 31, 2026Q2 202678
40Arbor Wealth Management LLC\AZAug 31, 2026Q2 2026104
41Deeter Investments LLPAug 28, 2026Q2 2026111
42Formuepleje A/SAug 27, 2026Q2 202657
43CARLSON FINANCIAL, INC.Aug 24, 2026Q2 2026180
44Vancity Investment Management LtdAug 24, 2026Q2 202692
45CYBER HORNET ETFs LLCAug 24, 2026Q2 2026508
46Serenity Investment AdvisorsAug 24, 2026Q2 202676
47Strategic Financial Services, Inc.Aug 24, 2026Q2 2026158
48ASHFORD CAPITAL MANAGEMENT INCAug 21, 2026Q2 2026108
49Envision Financial Transparency, LLCAug 21, 2026Q2 202659
50Bernard Wealth Management Corp.Aug 21, 2026Q2 2026325
51Harbor Spring Capital, LLCAug 21, 2026Q2 20261
52GILL CAPITAL PARTNERS, LLCAug 20, 2026Q2 2026702
53American Beacon Advisors, Inc.Aug 20, 2026Q2 20263
54ATX Financial Planning, LLCAug 20, 2026Q2 202683
55Anderson Financial Strategies, LLCAug 20, 2026Q2 202636
56CLIFFORD SWAN INVESTMENT COUNSEL LLCAug 20, 2026Q2 2026408
57Ridgepath Capital Management LLCAug 20, 2026Q2 202654
58Forefront Wealth Partners, LLCAug 20, 2026Q2 2026177
59Harvest Fund Management Co., LtdAug 20, 2026Q2 2026456
60Layline Advisors, LLCAug 20, 2026Q2 202682
61Jackson Wealth Management, LLCAug 20, 2026Q2 202686
62Rehmann Capital Advisory GroupAug 20, 2026Q2 2026702
63DEPRINCE RACE & ZOLLO INCAug 20, 2026Q2 2026188
64CALIFORNIA FIRST LEASING CORPAug 19, 2026Q2 202634
65RESOLUTE WEALTH ADVISOR, INC.Aug 19, 2026Q2 202694
66IKE Capital, LLCAug 19, 2026Q2 202675
67Prosperitas Financial LLCAug 19, 2026Q2 2026141
68Custos Family Office, LLCAug 19, 2026Q2 202671
69Madryn Asset Management, LPAug 19, 2026Q2 20262
70Kingsview Wealth Management, LLCAug 19, 2026Q2 20261574
71Sustainable Insight Capital Management, LLCAug 19, 2026Q2 202678
72BOUSSARD & GAVAUDAN GESTION SASAug 19, 2026Q2 2026117
73Vermillion & White Wealth Management Group, LLCAug 19, 2026Q2 202669
74Financial Avengers, Inc.Aug 19, 2026Q2 2026158
75BullishAug 19, 2026Q2 20263
76Bullock Wealth Management GroupAug 19, 2026Q2 2026608
77Wilson & Boucher Capital Management, LLCAug 19, 2026Q2 2026121
78Denver PWM, LLCAug 18, 2026Q2 202689
79CANNELL CAPITAL LLCAug 18, 2026Q2 202636
80Orion Capital Management LLCAug 18, 2026Q2 2026516
81Concorde Asset Management, LLCAug 18, 2026Q2 2026152
82BRIDGER MANAGEMENT, LLCAug 18, 2026Q2 202624
83Ratan Capital Management LPAug 18, 2026Q2 202648
84Capasso Planning Partners LLCAug 18, 2026Q2 202686
85Sankala Group LLCAug 18, 2026Q2 2026636
86RIHO Partners, LLCAug 18, 2026Q2 202614
87JDM Financial Group LLCAug 18, 2026Q2 2026332
88Henson-Edgewater Management, LLCAug 18, 2026Q2 202666
89Nest Investments, LLCAug 18, 2026Q2 202636
90Strait & Sound Wealth Management LLCAug 18, 2026Q2 2026177
91VY Capital Management Co. Ltd.Aug 18, 2026Q2 20266
92Leo H. Evart, Inc.Aug 18, 2026Q2 2026328
93Rakuten Investment Management, Inc.Aug 18, 2026Q2 2026467
94Twin Lakes Capital Management, LLCAug 18, 2026Q2 2026210
95Unconventional Investor, LLCAug 18, 2026Q2 202649
96MUHLENKAMP & CO INCAug 18, 2026Q2 202628
97Beacon Pointe Advisors, LLCAug 18, 2026Q2 20261916
98Madrid Financial ServicesAug 18, 2026Q2 202620
99THOMAS H LEE PARTNERS LPAug 18, 2026Q2 20261
100NORTH STAR ASSET MANAGEMENT INCAug 18, 2026Q2 2026468

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).