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 |
|---|---|---|---|---|---|---|
| 01 May 2026, 13:55:53 UTC | 13F-HR | Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 | 2026 Q1 | 138 | $587,468,397 | SEC filing |
| 01 May 2026, 13:54:29 UTC | 13F-HR | MOKAN Wealth Management Inc. CIK 0002053727 | 2026 Q1 | 109 | $225,400,839 | SEC filing |
| 01 May 2026, 13:52:22 UTC | 13F-HR | Citizens Business Bank CIK 0001948632 | 2026 Q1 | 136 | $605,824,017 | SEC filing |
| 01 May 2026, 13:49:40 UTC | 13F-HR | Avion Wealth CIK 0001792704 | 2026 Q1 | 1,190 | $86,189 | SEC filing |
| 01 May 2026, 13:47:27 UTC | 13F-HR | Persium Advisors, LLC CIK 0002033683 | 2026 Q1 | 60 | $127,027,175 | SEC filing |
| 01 May 2026, 13:47:02 UTC | 13F-HR | Pacific Life Fund Advisors LLC CIK 0001499091 | 2026 Q1 | 21 | $870,523,152 | SEC filing |
| 01 May 2026, 13:39:51 UTC | 13F-HR | FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 | 2026 Q1 | 66 | $353,641,122 | SEC filing |
| 01 May 2026, 13:39:46 UTC | 13F-HR | IDG-Accel China Capital GP II Associates Ltd. CIK 0001846013 | 2026 Q1 | 1 | $29,773,549 | SEC filing |
| 01 May 2026, 13:37:54 UTC | 13F-HR | IDG-Accel China Capital II Associates L.P. CIK 0001535769 | 2026 Q1 | 1 | $667,498,951 | SEC filing |
| 01 May 2026, 13:36:06 UTC | 13F-HR | IDG China Capital Fund III Associates L.P. CIK 0001649614 | 2026 Q1 | 2 | $868,321,583 | SEC filing |
| 01 May 2026, 13:34:15 UTC | 13F-HR | IDG China Capital Fund GP III Associates Ltd. CIK 0001649611 | 2026 Q1 | 2 | $113,183,560 | SEC filing |
| 01 May 2026, 13:33:38 UTC | 13F-HR | Heronetta Management, L.P. CIK 0001588225 | 2026 Q1 | 16 | $109,570,600 | SEC filing |
| 01 May 2026, 13:32:28 UTC | 13F-HR | IDG China Venture Capital Fund V Associates L.P. CIK 0001709671 | 2026 Q1 | 1 | $125,692,607 | SEC filing |
| 01 May 2026, 13:31:05 UTC | 13F-HR | Cosner Financial Group, LLC CIK 0001674627 | 2026 Q1 | 34 | $180,940,686 | SEC filing |
| 01 May 2026, 13:31:02 UTC | 13F-HR | FIRST BUSINESS FINANCIAL SERVICES, INC. CIK 0001521951 | 2026 Q1 | 192 | $1,124,729,547 | SEC filing |
| 01 May 2026, 13:30:46 UTC | 13F-HR | IDG China Venture Capital Fund IV Associates L.P. CIK 0001609021 | 2026 Q1 | 4 | $219,231,745 | SEC filing |
| 01 May 2026, 13:29:39 UTC | 13F-HR | Murray Antman Dba SimplyRich Lester CIK 0001725888 | 2026 Q1 | 233 | $76,403 | SEC filing |
| 01 May 2026, 13:22:10 UTC | 13F-HR | Platt Wealth Management LLC CIK 0002109497 | 2026 Q1 | 50 | $22,801 | SEC filing |
| 01 May 2026, 13:19:24 UTC | 13F-HR | Arizona State Retirement System CIK 0001558481 | 2026 Q1 | 2,051 | $17,057,232,452 | SEC filing |
| 01 May 2026, 13:16:31 UTC | 13F-HR | NATURAL INVESTMENTS, LLC CIK 0001800245 | 2026 Q1 | 288 | $108,789 | SEC filing |
| 01 May 2026, 13:10:19 UTC | 13F-HR | Concord Wealth Partners CIK 0001814214 | 2026 Q1 | 207 | $770,499,459 | SEC filing |
| 01 May 2026, 13:08:25 UTC | 13F-HR | Martel Wealth Advisors LLC CIK 0002039437 | 2026 Q1 | 73 | $587,477,649 | SEC filing |
| 01 May 2026, 13:05:59 UTC | 13F-HR | Slagle Financial, LLC CIK 0001984918 | 2026 Q1 | 121 | $302,710,611 | SEC filing |
| 01 May 2026, 13:03:06 UTC | 13F-HR | Wealthspire Advisors, LLC CIK 0001646247 | 2026 Q1 | 932 | $12,719,962,304 | SEC filing |
| 01 May 2026, 13:00:15 UTC | 13F-HR | Evolution Advisers, Inc. CIK 0001906967 | 2026 Q1 | 150 | $33,770 | SEC filing |
| 01 May 2026, 12:58:31 UTC | 13F-HR | Lodestone Wealth Management LLC CIK 0001950158 | 2026 Q1 | 777 | $252,223,383 | SEC filing |
| 01 May 2026, 12:52:42 UTC | 13F-HR | Summit Place Financial Advisors, LLC CIK 0001801413 | 2026 Q1 | 106 | $205,711,127 | SEC filing |
| 01 May 2026, 12:49:58 UTC | 13F-HR | First Fiduciary Investment Counsel, Inc. CIK 0001072843 | 2026 Q1 | 66 | $8,450 | SEC filing |
| 01 May 2026, 12:42:36 UTC | 13F-HR | Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 | 2026 Q1 | 351 | $65,392,905 | SEC filing |
| 01 May 2026, 12:39:40 UTC | 13F-HR | Hills Bank & Trust Co CIK 0001309148 | 2026 Q1 | 355 | $2,067,493,407 | SEC filing |
| 01 May 2026, 12:37:55 UTC | 13F-HR | Monetary Solutions, Ltd CIK 0002112370 | 2026 Q1 | 318 | $103,467,145 | SEC filing |
| 01 May 2026, 12:37:14 UTC | 13F-HR | Smart Portfolios, LLC CIK 0001513227 | 2026 Q1 | 99 | $100,287,568 | SEC filing |
| 01 May 2026, 12:35:00 UTC | 13F-HR | Wingate Wealth Advisors, Inc. CIK 0002041800 | 2026 Q1 | 121 | $187,127,583 | SEC filing |
| 01 May 2026, 12:29:17 UTC | 13F-HR | Guardian Wealth Advisors, LLC CIK 0001858828 | 2026 Q1 | 64 | $173,922,848 | SEC filing |
| 01 May 2026, 12:27:34 UTC | 13F-HR | PATTEN & PATTEN INC/TN CIK 0001044905 | 2026 Q1 | 338 | $1,655,807,041 | SEC filing |
| 01 May 2026, 12:27:21 UTC | 13F-HR | Rakuten Securities, Inc. CIK 0002009539 | 2026 Q1 | 879 | $240,114,943 | SEC filing |
| 01 May 2026, 12:26:52 UTC | 13F-HR | Steadview Capital Management LLC CIK 0001844008 | 2026 Q1 | 12 | $226,619,666 | SEC filing |
| 01 May 2026, 12:25:32 UTC | 13F-HR | MILLER WEALTH ADVISORS, LLC CIK 0001908158 | 2026 Q1 | 114 | $259,728,059 | SEC filing |
| 01 May 2026, 12:25:00 UTC | 13F-HR | CMG Global Holdings, LLC CIK 0001839445 | 2026 Q1 | 96 | $209,919,462 | SEC filing |
| 01 May 2026, 12:24:02 UTC | 13F-HR | Savoir Faire Capital Management, L.P. CIK 0001710593 | 2026 Q1 | 44 | $162,830,277 | SEC filing |
| 01 May 2026, 12:19:16 UTC | 13F-HR | FDx Advisors, Inc. CIK 0001566601 | 2026 Q1 | 183 | $76,709 | SEC filing |
| 01 May 2026, 12:17:17 UTC | 13F-HR | Concord Asset Management, LLC/VA CIK 0002031885 | 2026 Q1 | 117 | $591,826,186 | SEC filing |
| 01 May 2026, 12:16:50 UTC | 13F-HR | New Republic Capital, LLC CIK 0001989988 | 2026 Q1 | 312 | $296,689,597 | SEC filing |
| 01 May 2026, 12:14:18 UTC | 13F-HR | NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 | 2026 Q1 | 141 | $366,835,674 | SEC filing |
| 01 May 2026, 12:11:26 UTC | 13F-HR | Strategic Financial Partners, Ltd. CIK 0002027921 | 2026 Q1 | 81 | $231,502,154 | SEC filing |
| 01 May 2026, 12:05:22 UTC | 13F-HR | Blume Capital Management, Inc. CIK 0001587192 | 2026 Q1 | 336 | $587,309,454 | SEC filing |
| 01 May 2026, 12:04:24 UTC | 13F-HR | MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV CIK 0000354201 | 2026 Q1 | 98 | $114,597,853 | SEC filing |
| 01 May 2026, 12:03:55 UTC | 13F-HR | CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 | 2026 Q1 | 31 | $18,690 | SEC filing |
| 01 May 2026, 12:03:35 UTC | 13F-HR | GENERAL ELECTRIC CO CIK 0000040545 | 2026 Q1 | 2 | $308,242,983 | SEC filing |
| 01 May 2026, 12:02:27 UTC | 13F-HR | FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 | 2026 Q1 | 217 | $697,002,823 | SEC filing |
| 01 May 2026, 11:59:43 UTC | 13F-HR | Liquid Strategies, LLC CIK 0001774727 | 2026 Q1 | 9 | $465,478,830 | SEC filing |
| 01 May 2026, 11:47:57 UTC | 13F-HR | YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 | 2026 Q1 | 76 | $7,499,157,453 | SEC filing |
| 01 May 2026, 11:41:43 UTC | 13F-HR | TLW Wealth Management, LLC CIK 0001767217 | 2026 Q1 | 16 | $170,740,051 | SEC filing |
| 01 May 2026, 11:30:52 UTC | 13F-HR | Mountain Hill Investment Partners Corp. CIK 0002055557 | 2026 Q1 | 204 | $168,992,618 | SEC filing |
| 01 May 2026, 11:26:11 UTC | 13F-HR | Spider Management Company, LLC CIK 0001791621 | 2026 Q1 | 5 | $350,569,178 | SEC filing |
| 01 May 2026, 11:24:39 UTC | 13F-HR | HANTZ FINANCIAL SERVICES, INC. CIK 0001071061 | 2026 Q1 | 2,443 | $3,676,280 | SEC filing |
| 01 May 2026, 11:18:09 UTC | 13F-HR | Kraft, Davis & Associates, LLC CIK 0001919438 | 2026 Q1 | 151 | $452,004,747 | SEC filing |
| 01 May 2026, 11:15:08 UTC | 13F-HR | Global Wealth Management Investment Advisory, Inc. CIK 0001767855 | 2026 Q1 | 158 | $638,446,887 | SEC filing |
| 01 May 2026, 11:07:30 UTC | 13F-HR | Mueller Wealth, LLC CIK 0002110608 | 2026 Q1 | 17 | $125,394,619 | SEC filing |
| 01 May 2026, 10:56:35 UTC | 13F-HR | HFM Investment Advisors, LLC CIK 0002067972 | 2026 Q1 | 1,204 | $260,049,930 | SEC filing |
| 01 May 2026, 10:55:58 UTC | 13F-HR | CAPITAL CITY TRUST CO/FL CIK 0001095836 | 2026 Q1 | 114 | $437,436,873 | SEC filing |
| 01 May 2026, 10:38:40 UTC | 13F-HR | Ativo Capital Management LLC CIK 0001423065 | 2026 Q1 | 55 | $114,953,422 | SEC filing |
| 01 May 2026, 10:37:28 UTC | 13F-HR | WIN ADVISORS, INC CIK 0001897144 | 2026 Q1 | 78 | $218,625,258 | SEC filing |
| 01 May 2026, 10:32:29 UTC | 13F-HR | Heritage Investment Group, Inc. CIK 0001876811 | 2026 Q1 | 123 | $660,807,031 | SEC filing |
| 01 May 2026, 10:32:02 UTC | 13F-HR | Strategic Investment Solutions, Inc. /IL CIK 0001960144 | 2026 Q1 | 665 | $410,685,961 | SEC filing |
| 01 May 2026, 10:29:06 UTC | 13F-HR | Atlas Venture Advisors, Inc. CIK 0001767432 | 2026 Q1 | 3 | $121,605,310 | SEC filing |
| 01 May 2026, 10:28:57 UTC | 13F-HR | Advisors Capital Management, LLC CIK 0001345576 | 2026 Q1 | 566 | $8,581,449,970 | SEC filing |
| 01 May 2026, 10:24:16 UTC | 13F-HR | MilWealth Group LLC CIK 0001972750 | 2026 Q1 | 81 | $420,115,398 | SEC filing |
| 01 May 2026, 10:23:02 UTC | 13F-HR | Supplemental Annuity Collective Trust of NJ CIK 0001483065 | 2026 Q1 | 297 | $354,852,511 | SEC filing |
| 01 May 2026, 10:22:09 UTC | 13F-HR | ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 | 2026 Q1 | 688 | $47,684,943,061 | SEC filing |
| 01 May 2026, 10:12:11 UTC | 13F-HR | BLS CAPITAL FONDSMAEGLERSELSKAB A/S CIK 0001670104 | 2026 Q1 | 11 | $2,937,463,664 | SEC filing |
| 01 May 2026, 10:05:47 UTC | 13F-HR | SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 | 2026 Q1 | 193 | $664,158,857 | SEC filing |
| 01 May 2026, 10:04:08 UTC | 13F-HR | SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 | 2026 Q1 | 97 | $198,689,043 | SEC filing |
| 01 May 2026, 10:00:19 UTC | 13F-HR | JMAC ENTERPRISES LLC CIK 0001907294 | 2026 Q1 | 117 | $522,098,834 | SEC filing |
| 01 May 2026, 09:53:10 UTC | 13F-HR | THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 | 2026 Q1 | 2,522 | $42,803,382 | SEC filing |
| 01 May 2026, 09:41:02 UTC | 13F-HR | Climber Capital SA CIK 0002011229 | 2026 Q1 | 69 | $152,641,341 | SEC filing |
| 01 May 2026, 09:28:02 UTC | 13F-HR | Spectrum Financial Alliance Ltd LLC CIK 0001566531 | 2026 Q1 | 30 | $520,306,578 | SEC filing |
| 01 May 2026, 08:53:21 UTC | 13F-HR | Osprey Private Wealth LLC CIK 0002041805 | 2026 Q1 | 77 | $345,347,696 | SEC filing |
| 01 May 2026, 08:31:53 UTC | 13F-HR | Praxis Capital Management LLC CIK 0001791253 | 2026 Q1 | 39 | $42,810,707 | SEC filing |
| 01 May 2026, 08:22:00 UTC | 13F-HR | CV Advisors LLC CIK 0001872254 | 2026 Q1 | 46 | $366,466,592 | SEC filing |
| 01 May 2026, 08:17:50 UTC | 13F-HR | CenterStar Asset Management, LLC CIK 0001722053 | 2026 Q1 | 87 | $103,632,190 | SEC filing |
| 01 May 2026, 08:14:52 UTC | 13F-HR | Maj Invest Holding A/S CIK 0001730525 | 2026 Q1 | 38 | $2,272,151 | SEC filing |
| 01 May 2026, 07:00:53 UTC | 13F-HR | SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 | 2026 Q1 | 925 | $2,526,276,815 | SEC filing |