What the funds just reported
Managers with over $100M must file their US holdings within 45 days of each quarter. Every filing is parsed as it lands and compared with the prior quarter. New to this? Read what a 13F filing tells you, and what it doesn’t.
Quarter2026-09-30period reported
Filings parsed3,023so far this quarter
Notable managers2filed so far
Last SEC check20:362026-10-28
Notable managers
Their biggest moves this quarter
Latest filings
As they land on EDGAR
| Filed | Manager | Form | Positions | Reported value |
|---|---|---|---|---|
| 2026-10-28 | GREATMARK INVESTMENT PARTNERS, INC. | 13F-HR | 158 | $931.3M |
| 2026-10-28 | Gilliland Jeter Wealth Management LLC | 13F-HR | 193 | $395.3M |
| 2026-10-28 | Marin Bay Wealth Advisors, LLC | 13F-HR | 131 | $192.3M |
| 2026-10-28 | MGO ONE SEVEN LLC | 13F-HR | 1,554 | $6.1B |
| 2026-10-28 | Avestar Capital, LLC | 13F-HR | 519 | $1.3B |
| 2026-10-28 | Americana Partners, LLC | 13F-HR | 628 | $4.7B |
| 2026-10-28 | Morling Financial Advisors, LLC | 13F-HR | 144 | $373.5M |
| 2026-10-28 | Aprio Wealth Management, LLC | 13F-HR | 638 | $2.2B |
| 2026-10-28 | Curtis Advisory Group, LLC | 13F-HR | 119 | $536.8M |
| 2026-10-28 | Bank of the Bluegrass & Trust Co. | 13F-HR | 242 | $324.9M |
| 2026-10-28 | Sagace Wealth Management LLC | 13F-HR | 77 | $162.7M |
| 2026-10-28 | Charter Capital Management, LLC\DE | 13F-HR | 69 | $220.4M |
| 2026-10-28 | Kassira Wealth Management LLC | 13F-HR | 65 | $126.5M |
| 2026-10-28 | BNB Wealth Management, LLC | 13F-HR | 94 | $181.6M |
| 2026-10-28 | Coyle Financial Counsel LLC | 13F-HR | 123 | $542.9M |
| 2026-10-28 | LJI Wealth Management, LLC | 13F-HR | 195 | $712.0M |
| 2026-10-28 | Left Brain Wealth Management, LLC | 13F-HR | 98 | $317.4M |
| 2026-10-28 | Kurv Investment Management LLC | 13F-HR | 65 | $200.1M |
| 2026-10-28 | Fusion Capital, LLC | 13F-HR | 105 | $457.7M |
| 2026-10-28 | Blue Fin Capital, Inc. | 13F-HR | 164 | $741.6M |
| 2026-10-28 | Weinberger Asset Management, Inc | 13F-HR | 103 | $315.0M |
| 2026-10-28 | EXCHANGE TRADED CONCEPTS, LLC | 13F-HR | 3,089 | $25.3B |
| 2026-10-28 | KW WEALTH MANAGEMENT LLC | 13F-HR | 79 | $129.6M |
| 2026-10-28 | Frist Capital, LLC | 13F-HR | 1 | $0 |
| 2026-10-28 | Troy Asset Management Ltd | 13F-HR | 32 | $4.2B |
| 2026-10-28 | SOL Capital Management CO | 13F-HR | 1 | $0 |
| 2026-10-28 | FIRST NATIONAL TRUST CO | 13F-HR | 607 | $2.9B |
| 2026-10-28 | American Capital Advisory, LLC | 13F-HR | 1,173 | $293.0M |
| 2026-10-28 | Rinkey Investments | 13F-HR | 132 | $415.7M |
| 2026-10-28 | FLOSSBACH VON STORCH SE | 13F-HR | 97 | $19.7B |
| 2026-10-28 | MEITAV INVESTMENT HOUSE LTD | 13F-HR | 300 | $15.5B |
| 2026-10-28 | Glass Wealth Management Co LLC | 13F-HR | 71 | $316.7M |
| 2026-10-28 | Legacy Bridge, LLC | 13F-HR | 328 | $309.6M |
| 2026-10-28 | PARSONS CAPITAL MANAGEMENT INC/RI | 13F-HR | 523 | $2.3B |
| 2026-10-28 | CDKV HOLDINGS LLC | 13F-HR | 278 | $132.0M |
| 2026-10-28 | Constellation Investments, Inc. | 13F-HR | 18 | $2.6B |
| 2026-10-28 | Sava Infond d.o.o. | 13F-HR | 329 | $1.7B |
| 2026-10-28 | Yorktown Management & Research Co Inc | 13F-HR | 252 | $149.7M |
| 2026-10-28 | CULLEN/FROST BANKERS, INC. | 13F-HR | 1,477 | $10.2B |
| 2026-10-28 | Convergence Investment Partners, LLC | 13F-HR | 232 | $1.3B |
| 2026-10-28 | Reflection Asset Management | 13F-HR | 154 | $241.0M |
| 2026-10-28 | MEYER HANDELMAN CO | 13F-HR | 287 | $3.5B |
| 2026-10-28 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 13F-HR | 180 | $398.1M |
| 2026-10-28 | Atlas Venture Advisors, Inc. | 13F-HR | 3 | $111.2M |
| 2026-10-28 | Mastercard Foundation Asset Management Corp | 13F-HR | 3 | $32.7B |
| 2026-10-28 | WT Asset Management Ltd | 13F-HR | 44 | $6.2B |
| 2026-10-28 | AAF Wealth Management, LLC | 13F-HR | 65 | $275.1M |
| 2026-10-28 | Vested Financial Planning, LLC | 13F-HR | 30 | $143.0M |
| 2026-10-28 | Aljian Capital Management, LLC | 13F-HR | 130 | $554.0M |
| 2026-10-28 | Donor Advised Charitable Giving, Inc. | 13F-HR | 36 | $5.2B |
| 2026-10-28 | SkyOak Wealth, LLC | 13F-HR | 239 | $615.6M |
| 2026-10-28 | RBA Wealth Management, LLC | 13F-HR | 119 | $315.8M |
| 2026-10-28 | Evergreen Advisors, LLC | 13F-HR | 31 | $465.9M |
| 2026-10-28 | Navigation Group, LLC | 13F-HR | 123 | $501.4M |
| 2026-10-28 | Diversified Investment Strategies, LLC | 13F-HR | 56 | $154.1M |
| 2026-10-28 | Towne Trust Company, N.A | 13F-HR | 351 | $340.5M |
| 2026-10-28 | Vert Asset Management LLC | 13F-HR | 47 | $338.2M |
| 2026-10-28 | Clear Creek Financial Management, LLC | 13F-HR | 617 | $1.3B |
| 2026-10-28 | NIPPON LIFE INSURANCE CO | 13F-HR | 4 | $6.6B |
| 2026-10-28 | Cove Private Wealth, LLC | 13F-HR | 212 | $570.0M |
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