13F portfolio feed
Latest 13F Portfolio Filings
Since 01 Apr 2026. Open the investor, reported period, or SEC source from each row.
| Filing time | Form | Investor / CIK | Period | Holdings | Value | Source |
|---|---|---|---|---|---|---|
| 04 May 2026, 16:18:12 UTC | 13F-HR | Riverpoint Wealth Management Holdings, LLC CIK 0001682733 | 2026 Q1 | 62 | $462,114,237 | SEC filing |
| 04 May 2026, 16:18:10 UTC | 13F-HR | TOEWS CORP /ADV CIK 0000932000 | 2026 Q1 | 6 | $259,212,630 | SEC filing |
| 04 May 2026, 16:17:36 UTC | 13F-HR | Nicholson Wealth Management Group, LLC CIK 0002035982 | 2026 Q1 | 112 | $169,117,594 | SEC filing |
| 04 May 2026, 16:17:28 UTC | 13F-HR | Summit Wealth Group, LLC CIK 0001802865 | 2026 Q1 | 126 | $405,004,088 | SEC filing |
| 04 May 2026, 16:16:52 UTC | 13F-HR | Milestones Private Investment Advisors LLC CIK 0001726041 | 2026 Q1 | 78 | $112,614,306 | SEC filing |
| 04 May 2026, 16:16:31 UTC | 13F-HR | UCLA Foundation CIK 0001735775 | 2026 Q1 | 0 | $0 | SEC filing |
| 04 May 2026, 16:16:22 UTC | 13F-HR | Beckerman Institutional, LLC CIK 0002043468 | 2026 Q1 | 121 | $187,909,270 | SEC filing |
| 04 May 2026, 16:15:46 UTC | 13F-HR | Calamos Wealth Management LLC CIK 0001455258 | 2026 Q1 | 539 | $2,842,472,246 | SEC filing |
| 04 May 2026, 16:15:07 UTC | 13F-HR | Calamos Advisors LLC CIK 0001316507 | 2026 Q1 | 1,144 | $25,757,284,610 | SEC filing |
| 04 May 2026, 16:14:27 UTC | 13F-HR | EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 | 2026 Q1 | 199 | $1,851,958,518 | SEC filing |
| 04 May 2026, 16:14:13 UTC | 13F-HR | AMG National Trust Bank CIK 0001388829 | 2026 Q1 | 472 | $4,570,630,647 | SEC filing |
| 04 May 2026, 16:13:29 UTC | 13F-HR | EMERALD ADVISERS, LLC CIK 0001015083 | 2026 Q1 | 248 | $2,836,544,582 | SEC filing |
| 04 May 2026, 16:12:13 UTC | 13F-HR | Retirement Planning Group, LLC CIK 0001508195 | 2026 Q1 | 481 | $3,221,528,935 | SEC filing |
| 04 May 2026, 16:12:02 UTC | 13F-HR | MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 | 2026 Q1 | 170 | $834,535,380 | SEC filing |
| 04 May 2026, 16:10:45 UTC | 13F-HR | Sterling Group Wealth Management, LLC CIK 0001852307 | 2026 Q1 | 58 | $211,415,868 | SEC filing |
| 04 May 2026, 16:06:54 UTC | 13F-HR | Legacy Capital Group California, Inc. CIK 0001977092 | 2026 Q1 | 277 | $259,244,356 | SEC filing |
| 04 May 2026, 16:06:02 UTC | 13F-HR | University of Maryland Foundation, Inc. CIK 0001624050 | 2026 Q1 | 2 | $2,228 | SEC filing |
| 04 May 2026, 16:05:20 UTC | 13F-HR | Evernest Financial Advisors, LLC CIK 0002009530 | 2026 Q1 | 180 | $461,783,717 | SEC filing |
| 04 May 2026, 16:02:56 UTC | 13F-HR | Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 | 2026 Q1 | 111 | $122,688,730 | SEC filing |
| 04 May 2026, 15:59:01 UTC | 13F-HR | CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 | 2026 Q1 | 241 | $57,196,468 | SEC filing |
| 04 May 2026, 15:58:12 UTC | 13F-HR | J.Safra Asset Management Corp CIK 0001535293 | 2026 Q1 | 615 | $1,850,276,679 | SEC filing |
| 04 May 2026, 15:52:24 UTC | 13F-HR | MTC Wealth Management LLC CIK 0001821455 | 2026 Q1 | 13 | $188,268,969 | SEC filing |
| 04 May 2026, 15:49:50 UTC | 13F-HR | Sterling Investment Advisors, Ltd. CIK 0001701132 | 2026 Q1 | 213 | $520,940,773 | SEC filing |
| 04 May 2026, 15:46:51 UTC | 13F-HR | ELLERSON GROUP INC /ADV CIK 0000935570 | 2026 Q1 | 61 | $147,000,875 | SEC filing |
| 04 May 2026, 15:38:22 UTC | 13F-HR | Sigma Planning Corp CIK 0001449126 | 2026 Q1 | 1,302 | $3,535,707,929 | SEC filing |
| 04 May 2026, 15:36:07 UTC | 13F-HR | Cornerstone Advisory, LLC CIK 0001668189 | 2026 Q1 | 258 | $1,044,212,938 | SEC filing |
| 04 May 2026, 15:35:41 UTC | 13F-HR | CAMDEN NATIONAL BANK CIK 0001697855 | 2026 Q1 | 164 | $739,303,381 | SEC filing |
| 04 May 2026, 15:33:39 UTC | 13F-HR | Conservest Capital Advisors, Inc. CIK 0001705716 | 2026 Q1 | 127 | $1,033,757,738 | SEC filing |
| 04 May 2026, 15:33:29 UTC | 13F-HR | Members Trust Co CIK 0001677560 | 2026 Q1 | 154 | $2,718,066,607 | SEC filing |
| 04 May 2026, 15:30:33 UTC | 13F-HR | SFAM, LLC CIK 0001713286 | 2026 Q1 | 268 | $107,817,895 | SEC filing |
| 04 May 2026, 15:30:11 UTC | 13F-HR | Citizens National Bank Trust Department CIK 0001806425 | 2026 Q1 | 381 | $599,612,693 | SEC filing |
| 04 May 2026, 15:26:50 UTC | 13F-HR | Bedel Financial Consulting, Inc. CIK 0001730511 | 2026 Q1 | 293 | $869,125,286 | SEC filing |
| 04 May 2026, 15:25:08 UTC | 13F-HR | First Growth Capital LLC CIK 0002112081 | 2026 Q1 | 128 | $106,120,926 | SEC filing |
| 04 May 2026, 15:19:59 UTC | 13F-HR | Chicago Partners Investment Group LLC CIK 0001563525 | 2026 Q1 | 1,443 | $4,198,756,655 | SEC filing |
| 04 May 2026, 15:18:33 UTC | 13F-HR | Gratus Wealth Advisors, LLC CIK 0002022161 | 2026 Q1 | 138 | $691,356,964 | SEC filing |
| 04 May 2026, 15:18:23 UTC | 13F-HR | ABSHER WEALTH MANAGEMENT, LLC CIK 0001802534 | 2026 Q1 | 70 | $852,907,298 | SEC filing |
| 04 May 2026, 15:16:45 UTC | 13F-HR | Kellett Wealth Advisors, LLC CIK 0001910381 | 2026 Q1 | 79 | $184,490,582 | SEC filing |
| 04 May 2026, 15:09:36 UTC | 13F-HR | SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 | 2026 Q1 | 206 | $628,766,738 | SEC filing |
| 04 May 2026, 15:08:54 UTC | 13F-HR | One Wealth Map LLC CIK 0001802635 | 2026 Q1 | 84 | $182,842,125 | SEC filing |
| 04 May 2026, 15:08:41 UTC | 13F-HR | Verbena Value LP CIK 0002082932 | 2026 Q1 | 26 | $610,952,723 | SEC filing |
| 04 May 2026, 15:05:07 UTC | 13F-HR | IFC Advisors LLC CIK 0002053348 | 2026 Q1 | 158 | $698,730,079 | SEC filing |
| 04 May 2026, 15:03:31 UTC | 13F-HR | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 | 2026 Q1 | 37 | $193,178,754 | SEC filing |
| 04 May 2026, 15:01:40 UTC | 13F-HR | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 | 2026 Q1 | 214 | $748,344,009 | SEC filing |
| 04 May 2026, 14:44:58 UTC | 13F-HR | STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 | 2026 Q1 | 941 | $18,816,708,415 | SEC filing |
| 04 May 2026, 14:43:06 UTC | 13F-HR | NWF Advisory Services Inc. CIK 0002045735 | 2026 Q1 | 407 | $872,684,147 | SEC filing |
| 04 May 2026, 14:42:41 UTC | 13F-HR | Nadler Financial Group, Inc. CIK 0001541787 | 2026 Q1 | 135 | $1,033,255,630 | SEC filing |
| 04 May 2026, 14:39:30 UTC | 13F-HR | TFR Capital, LLC. CIK 0002059325 | 2026 Q1 | 164 | $324,792,241 | SEC filing |
| 04 May 2026, 14:37:51 UTC | 13F-HR | PRINCIPAL FINANCIAL GROUP INC CIK 0001126328 | 2026 Q1 | 2,177 | $182,956,112,025 | SEC filing |
| 04 May 2026, 14:36:22 UTC | 13F-HR | SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 | 2026 Q1 | 129 | $2,744,298,579 | SEC filing |
| 04 May 2026, 14:35:11 UTC | 13F-HR | Spectrum Asset Management, Inc. CIK 0001318293 | 2026 Q1 | 4 | $50,045,260 | SEC filing |
| 04 May 2026, 14:29:13 UTC | 13F-HR | WJ Financial Advisors LLC CIK 0002095682 | 2026 Q1 | 128 | $123,489,139 | SEC filing |
| 04 May 2026, 14:28:20 UTC | 13F-HR | BIRINYI ASSOCIATES INC CIK 0001079738 | 2026 Q1 | 60 | $0 | SEC filing |
| 04 May 2026, 14:20:23 UTC | 13F-HR | Center for Financial Planning, Inc. CIK 0001803557 | 2026 Q1 | 657 | $954,801,481 | SEC filing |
| 04 May 2026, 14:14:36 UTC | 13F-HR | HBW ADVISORY SERVICES LLC CIK 0001790525 | 2026 Q1 | 444 | $914,373,849 | SEC filing |
| 04 May 2026, 14:11:10 UTC | 13F-HR | NORTHLAND SECURITIES, INC. CIK 0001006938 | 2026 Q1 | 107 | $104,837,610 | SEC filing |
| 04 May 2026, 13:54:15 UTC | 13F-HR | 1 NORTH WEALTH SERVICES LLC CIK 0001641761 | 2026 Q1 | 266 | $276,905,541 | SEC filing |
| 04 May 2026, 13:52:30 UTC | 13F-HR | Legacy Financial Group LLC CIK 0001834011 | 2026 Q1 | 121 | $793,994,424 | SEC filing |
| 04 May 2026, 13:51:56 UTC | 13F-HR | Element Wealth, LLC CIK 0001802743 | 2026 Q1 | 206 | $238,558,949 | SEC filing |
| 04 May 2026, 13:48:09 UTC | 13F-HR | Bretton Capital Management, LLC CIK 0002043671 | 2026 Q1 | 18 | $106,956,895 | SEC filing |
| 04 May 2026, 13:41:29 UTC | 13F-HR | MML INVESTORS SERVICES, LLC CIK 0000701059 | 2026 Q1 | 2,995 | $35,333,375,553 | SEC filing |
| 04 May 2026, 13:40:07 UTC | 13F-HR | Archer Investment Corp CIK 0001803804 | 2026 Q1 | 1,216 | $466,529,766 | SEC filing |
| 04 May 2026, 13:37:54 UTC | 13F-HR | Illumine Investment Management, LLC CIK 0002052970 | 2026 Q1 | 92 | $125,582,585 | SEC filing |
| 04 May 2026, 13:33:54 UTC | 13F-HR | V2 Financial group LLC CIK 0002022843 | 2026 Q1 | 108 | $212,686,184 | SEC filing |
| 04 May 2026, 13:33:18 UTC | 13F-HR | CAPITAL MANAGEMENT ASSOCIATES /NY/ CIK 0000825293 | 2026 Q1 | 36 | $60,225,511 | SEC filing |
| 04 May 2026, 13:30:49 UTC | 13F-HR | Prudent Man Investment Management, Inc. CIK 0002054263 | 2026 Q1 | 168 | $297,239,669 | SEC filing |
| 04 May 2026, 13:28:59 UTC | 13F-HR | Financial Security Advisor, Inc. CIK 0001997602 | 2026 Q1 | 160 | $544,450,648 | SEC filing |
| 04 May 2026, 13:27:18 UTC | 13F-HR | Genesis Wealth Advisors, LLC CIK 0001637241 | 2026 Q1 | 64 | $148,853,227 | SEC filing |
| 04 May 2026, 13:27:15 UTC | 13F-HR | Wellington Shields & Co., LLC CIK 0001506073 | 2026 Q1 | 321 | $391,822,035 | SEC filing |
| 04 May 2026, 13:22:40 UTC | 13F-HR | Pacific Point Advisors, LLC CIK 0002056976 | 2026 Q1 | 133 | $187,997,915 | SEC filing |
| 04 May 2026, 13:21:44 UTC | 13F-HR | Souders Financial Advisors CIK 0001811240 | 2026 Q1 | 216 | $875,827,554 | SEC filing |
| 04 May 2026, 13:20:27 UTC | 13F-HR | Wellington Shields Capital Management, LLC CIK 0001506071 | 2026 Q1 | 325 | $664,938,961 | SEC filing |
| 04 May 2026, 13:17:28 UTC | 13F-HR | MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 | 2026 Q1 | 74 | $2,299 | SEC filing |
| 04 May 2026, 13:14:11 UTC | 13F-HR | Purkiss Capital Advisors LLC CIK 0002053150 | 2026 Q1 | 168 | $227,240,930 | SEC filing |
| 04 May 2026, 13:10:55 UTC | 13F-HR | FIRST FOUNDATION ADVISORS CIK 0001086763 | 2026 Q1 | 334 | $2,459,220,165 | SEC filing |
| 04 May 2026, 13:09:16 UTC | 13F-HR | Carrera Capital Advisors CIK 0002035329 | 2026 Q1 | 188 | $638,866,002 | SEC filing |
| 04 May 2026, 13:07:31 UTC | 13F-HR | Chapman Investment Management, LLC CIK 0001751006 | 2026 Q1 | 26 | $121,191,036 | SEC filing |
| 04 May 2026, 13:02:55 UTC | 13F-HR | STEGINSKY CAPITAL LLC CIK 0001120048 | 2026 Q1 | 8 | $0 | SEC filing |
| 04 May 2026, 13:01:28 UTC | 13F-HR | Stack Financial Management, Inc CIK 0001308685 | 2026 Q1 | 52 | $1,361,472,756 | SEC filing |
| 04 May 2026, 13:01:14 UTC | 13F-HR | TrustBank CIK 0002107256 | 2026 Q1 | 154 | $257,819,981 | SEC filing |
| 04 May 2026, 12:55:48 UTC | 13F-HR | BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 | 2026 Q1 | 394 | $7,373,622,630 | SEC filing |
| 04 May 2026, 12:48:18 UTC | 13F-HR | KTF INVESTMENTS, LLC CIK 0002099997 | 2026 Q1 | 91 | $583,553,840 | SEC filing |
| 04 May 2026, 12:44:41 UTC | 13F-HR | Prodigy Asset Management LLC CIK 0001956244 | 2026 Q1 | 28 | $270,797,254 | SEC filing |
| 04 May 2026, 12:39:51 UTC | 13F-HR | Redwood Park Advisors LLC CIK 0002056274 | 2026 Q1 | 325 | $135,082,728 | SEC filing |
| 04 May 2026, 12:35:17 UTC | 13F-HR | Pettee Investors, Inc. CIK 0001596901 | 2026 Q1 | 115 | $183,985,596 | SEC filing |
| 04 May 2026, 12:33:25 UTC | 13F-HR | Westside Investment Management, Inc. CIK 0001538383 | 2026 Q1 | 1,472 | $650,485,744 | SEC filing |
| 04 May 2026, 12:29:46 UTC | 13F-HR | ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 | 2026 Q1 | 120 | $227,890,147 | SEC filing |
| 04 May 2026, 12:26:21 UTC | 13F-HR | WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 | 2026 Q1 | 1,272 | $6,388,179,408 | SEC filing |
| 04 May 2026, 12:20:29 UTC | 13F-HR | RPS ADVISORY SOLUTIONS LLC CIK 0002031671 | 2026 Q1 | 108 | $175,932,219 | SEC filing |
| 04 May 2026, 12:20:16 UTC | 13F-HR | GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 | 2026 Q1 | 38 | $88,358,799 | SEC filing |
| 04 May 2026, 12:19:03 UTC | 13F-HR | Foresight Group Ltd Liability Partnership CIK 0001943441 | 2026 Q1 | 59 | $524,314,142 | SEC filing |
| 04 May 2026, 12:15:38 UTC | 13F-HR | NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 | 2026 Q1 | 905 | $28,319 | SEC filing |
| 04 May 2026, 12:15:15 UTC | 13F-HR | COOKE & BIELER LP CIK 0000024386 | 2026 Q1 | 103 | $8,510,975,741 | SEC filing |
| 04 May 2026, 12:09:14 UTC | 13F-HR | Headland Capital, LLC CIK 0002056637 | 2026 Q1 | 61 | $354,925,615 | SEC filing |
| 04 May 2026, 12:08:29 UTC | 13F-HR | Global View Capital Management LLC CIK 0001994495 | 2026 Q1 | 140 | $372,538,250 | SEC filing |
| 04 May 2026, 12:03:45 UTC | 13F-HR | Concentrum Wealth Management CIK 0001765387 | 2026 Q1 | 111 | $336,760,312 | SEC filing |
| 04 May 2026, 12:00:53 UTC | 13F-HR | Copia Wealth Management CIK 0002058771 | 2026 Q1 | 523 | $144,993,650 | SEC filing |
| 04 May 2026, 11:58:10 UTC | 13F-HR | Mirae Asset Global Investments Co., Ltd. CIK 0001569395 | 2026 Q1 | 1,569 | $298,947,755,049 | SEC filing |
| 04 May 2026, 11:53:28 UTC | 13F-HR | WP Advisors, LLC CIK 0001697796 | 2026 Q1 | 115 | $386,033,240 | SEC filing |
| 04 May 2026, 11:48:01 UTC | 13F-HR | Paragon Advisors, LLC CIK 0001799719 | 2026 Q1 | 76 | $366,421,652 | SEC filing |
| 04 May 2026, 11:47:58 UTC | 13F-HR | NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 | 2026 Q1 | 186 | $282,581,768 | SEC filing |