Institutional 13F Portfolio Holdings Dashboard

As of September 03, 2026, this directory covers 8,792 institutional 13F filers. Search by institution or ticker to open a portfolio, review sector and stock allocation in the chart below, and browse recent filings from investment managers, hedge funds, and asset owners.

Recent 13F Filings

Latest institutional portfolio disclosures filed with the SEC.

Institution	Filing Date
Cygnus Capital Advisors, Llc	Sep 03, 2026
First Nebraska Trust Co	Sep 03, 2026
Rwc Asset Advisors (Us) Llc	Sep 03, 2026
Capital & Planning, Llc	Sep 02, 2026
Brown, Lisle/Cummings, Inc.	Sep 02, 2026
Infini Capital Management Ltd	Sep 02, 2026
Davis Wealth Advisors, Llc	Sep 01, 2026
Parrish Capital Llc	Sep 01, 2026
Alternative Investment Advisors, Llc.	Aug 31, 2026
B. Riley Wealth Advisors, Inc.	Aug 28, 2026
Shepherd Wealth Management Ltd Liability Co	Aug 27, 2026
Optimize Financial Inc	Aug 27, 2026
American Securities Llc	Aug 26, 2026
Legacy Edge Advisors, Llc	Aug 26, 2026
Brown Financial Advisors	Aug 26, 2026
Groupe La Francaise	Aug 25, 2026
January Capital Advisors Llc	Aug 25, 2026
Financial Insights, Inc.	Aug 25, 2026
Absolute Gestao De Investimentos Ltda.	Aug 25, 2026
Serenity Investment Advisors	Aug 24, 2026
Cyber Hornet Etfs Llc	Aug 24, 2026
Strategic Financial Services, Inc.	Aug 24, 2026
California State Teachers Retirement System	Aug 24, 2026
Vancity Investment Management Ltd	Aug 24, 2026
Envision Financial Transparency, Llc	Aug 21, 2026
Bernard Wealth Management Corp.	Aug 21, 2026
Kidder Stephen W	Aug 21, 2026
Delaney Dennis R	Aug 21, 2026
Harbor Spring Capital, Llc	Aug 21, 2026
Ashford Capital Management Inc	Aug 21, 2026
Forefront Wealth Partners, Llc	Aug 20, 2026
Jackson Wealth Management, Llc	Aug 20, 2026
Atx Financial Planning, Llc	Aug 20, 2026
Anderson Financial Strategies, Llc	Aug 20, 2026
Gill Capital Partners, Llc	Aug 20, 2026
Harvest Fund Management Co., Ltd	Aug 20, 2026
Rehmann Capital Advisory Group	Aug 20, 2026
Ridgepath Capital Management Llc	Aug 20, 2026
Deprince Race & Zollo Inc	Aug 20, 2026
American Beacon Advisors, Inc.	Aug 20, 2026
Clifford Swan Investment Counsel Llc	Aug 20, 2026
Sustainable Insight Capital Management, Llc	Aug 19, 2026
Vermillion & White Wealth Management Group, Llc	Aug 19, 2026
California First Leasing Corp	Aug 19, 2026
Wilson & Boucher Capital Management, Llc	Aug 19, 2026
Kingsview Wealth Management, Llc	Aug 19, 2026
Madryn Asset Management, Lp	Aug 19, 2026
Goodwin Investment Advisory	Aug 19, 2026
Financial Avengers, Inc.	Aug 19, 2026
Resolute Wealth Advisor, Inc.	Aug 19, 2026