Institutional 13F Portfolio Holdings Dashboard

As of September 18, 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
Security National Bank Of So Dak	Sep 18, 2026
Security National Bank Of Sioux City Iowa	Sep 18, 2026
Op Asset Management Ltd	Sep 18, 2026
Boston Research & Management Inc	Sep 18, 2026
Hbk Investments L P	Sep 16, 2026
Cherry Tree Wealth Management, Llc	Sep 15, 2026
Skyview Investment Advisors, Llc	Sep 15, 2026
Arbiter Partners Capital Management - Paul Isaac	Sep 15, 2026
Reynders Mcveigh Capital Management, Llc	Sep 15, 2026
Anchor Investment Management, Llc	Sep 15, 2026
Revere Asset Management, Inc	Sep 14, 2026
Davis Wealth Advisors, Llc	Sep 14, 2026
Smith Chas P & Associates Pa Cpas	Sep 11, 2026
Talon Private Wealth, Llc	Sep 11, 2026
Abs Direct Equity Fund Llc	Sep 10, 2026
Knoll Capital Management, Llc	Sep 10, 2026
Bass Lee M	Sep 10, 2026
Integrated Wealth Concepts Llc	Sep 09, 2026
Manufacturers Life Insurance Company, The	Sep 09, 2026
Palogic Value Management, L.P.	Sep 09, 2026
Peak Xv Partners Operations Llc	Sep 04, 2026
M&T Bank Corp	Sep 04, 2026
Parkside Financial Bank & Trust	Sep 04, 2026
First Nebraska Trust Co	Sep 03, 2026
Rwc Asset Advisors (Us) Llc	Sep 03, 2026
Anchor Capital Advisors Llc	Sep 03, 2026
Cygnus Capital Advisors, Llc	Sep 03, 2026
Brown, Lisle/Cummings, Inc.	Sep 02, 2026
Second Line Capital, Llc	Sep 02, 2026
Capital & Planning, Llc	Sep 02, 2026
Citadel Advisors Llc	Sep 02, 2026
Allianz Asset Management Gmbh	Sep 02, 2026
Catalio Capital Management, Lp	Sep 02, 2026
1607 Capital Partners, Llc	Sep 02, 2026
Infini Capital Management Ltd	Sep 02, 2026
Parrish Capital Llc	Sep 01, 2026
Allie Family Office Llc	Sep 01, 2026
Alternative Investment Advisors, Llc.	Aug 31, 2026
B. Riley Wealth Advisors, Inc.	Aug 28, 2026
Provida Pension Fund Administrator	Aug 28, 2026
Cornerstone Financial Management Llc	Aug 28, 2026
Nwm Advisors, Llc	Aug 28, 2026
Vela Investment Management, Llc	Aug 27, 2026
Corient Private Wealth Llc	Aug 27, 2026
Optimize Financial Inc	Aug 27, 2026
Advisors Asset Management, Inc.	Aug 27, 2026
Redwood Investment Management, Llc	Aug 27, 2026
Shepherd Wealth Management Ltd Liability Co	Aug 27, 2026
Whitebox Advisors Llc	Aug 26, 2026
Hightower Advisors, Llc	Aug 26, 2026