13F portfolio feed
Showing filings accepted since 01 Apr 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 04 May 2026, 17:34:11 UTC | 13F-HR | Oasis Advisors, LLC CIK 0002124777 | 2026 Q1 Open parsed portfolio | 210 | $343,817,887 | Open SEC source |
| 04 May 2026, 17:34:10 UTC | 13F-HR | Providence First Trust Co CIK 0001713735 | 2026 Q1 Open parsed portfolio | 179 | $284,404,423 | Open SEC source |
| 04 May 2026, 17:32:53 UTC | 13F-HR | LJI Wealth Management, LLC CIK 0001988563 | 2026 Q1 Open parsed portfolio | 191 | $625,106,745 | Open SEC source |
| 04 May 2026, 17:31:52 UTC | 13F-HR | Alta Wealth Advisors LLC CIK 0001843826 | 2026 Q1 Open parsed portfolio | 161 | $307,954,678 | Open SEC source |
| 04 May 2026, 17:28:40 UTC | 13F-HR | Objective Capital Management, LLC CIK 0001924152 | 2026 Q1 Open parsed portfolio | 94 | $99,001,700 | Open SEC source |
| 04 May 2026, 17:26:50 UTC | 13F-HR | CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 | 2026 Q1 Open parsed portfolio | 49 | $1,621,934,106 | Open SEC source |
| 04 May 2026, 17:21:27 UTC | 13F-HR | MCDONALD CAPITAL INVESTORS INC/CA CIK 0001033225 | 2026 Q1 Open parsed portfolio | 21 | $1,461,320,386 | Open SEC source |
| 04 May 2026, 17:16:19 UTC | 13F-HR | NBZ Investment Advisors LLC CIK 0001998018 | 2026 Q1 Open parsed portfolio | 67 | $228,591,082 | Open SEC source |
| 04 May 2026, 17:13:44 UTC | 13F-HR | Lutz Financial Services LLC CIK 0001737112 | 2026 Q1 Open parsed portfolio | 100 | $1,487,908,153 | Open SEC source |
| 04 May 2026, 17:13:36 UTC | 13F-HR | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 | 2026 Q1 Open parsed portfolio | 984 | $5,754,052,431 | Open SEC source |
| 04 May 2026, 17:12:10 UTC | 13F-HR | Bryn Mawr Trust Advisors, LLC CIK 0001700481 | 2026 Q1 Open parsed portfolio | 438 | $2,060,844,638 | Open SEC source |
| 04 May 2026, 17:05:40 UTC | 13F-HR | Glassman Wealth Services CIK 0001642160 | 2026 Q1 Open parsed portfolio | 187 | $735,542,641 | Open SEC source |
| 04 May 2026, 17:04:54 UTC | 13F-HR | Integrity Wealth Solutions LLC CIK 0002006918 | 2026 Q1 Open parsed portfolio | 130 | $254,547,995 | Open SEC source |
| 04 May 2026, 17:04:41 UTC | 13F-HR | Bleakley Financial Group, LLC CIK 0001936953 | 2026 Q1 Open parsed portfolio | 760 | $6,391,593,434 | Open SEC source |
| 04 May 2026, 16:57:03 UTC | 13F-HR | COGENT STRATEGIC WEALTH LLC CIK 0002106852 | 2026 Q1 Open parsed portfolio | 56 | $97,303,687 | Open SEC source |
| 04 May 2026, 16:57:03 UTC | 13F-HR | Mosaic Advisors LLC CIK 0001808523 | 2026 Q1 Open parsed portfolio | 41 | $63,731,211 | Open SEC source |
| 04 May 2026, 16:54:21 UTC | 13F-HR | Mill Capital Management, LLC CIK 0001901166 | 2026 Q1 Open parsed portfolio | 130 | $1,314,730,393 | Open SEC source |
| 04 May 2026, 16:45:46 UTC | 13F-HR | ADELL HARRIMAN & CARPENTER INC CIK 0001134152 | 2026 Q1 Open parsed portfolio | 163 | $1,638,970,600 | Open SEC source |
| 04 May 2026, 16:43:32 UTC | 13F-HR | 1ST SOURCE BANK CIK 0000356264 | 2026 Q1 Open parsed portfolio | 286 | $1,938,198,408 | Open SEC source |
| 04 May 2026, 16:35:19 UTC | 13F-HR | Checchi Capital Advisers, LLC CIK 0001598186 | 2026 Q1 Open parsed portfolio | 598 | $1,456,406,051 | Open SEC source |
| 04 May 2026, 16:34:56 UTC | 13F-HR | First National Bank of Hutchinson CIK 0001313871 | 2026 Q1 Open parsed portfolio | 84 | $156,584,069 | Open SEC source |
| 04 May 2026, 16:34:40 UTC | 13F-HR | MB Generational Wealth, LLC CIK 0002009056 | 2026 Q1 Open parsed portfolio | 66 | $180,831,970 | Open SEC source |
| 04 May 2026, 16:33:53 UTC | 13F-HR | WEALTHGARDEN F.S. LLC CIK 0002023633 | 2026 Q1 Open parsed portfolio | 165 | $146,520,671 | Open SEC source |
| 04 May 2026, 16:33:09 UTC | 13F-HR | ROBERTS GLORE & CO INC /IL/ CIK 0001017115 | 2026 Q1 Open parsed portfolio | 216 | $363,935,854 | Open SEC source |
| 04 May 2026, 16:32:16 UTC | 13F-HR | RWWM, Inc. CIK 0001507683 | 2026 Q1 Open parsed portfolio | 34 | $1,369,884,432 | Open SEC source |
| 04 May 2026, 16:31:39 UTC | 13F-HR | CFO CAPITAL MANAGEMENT LLC CIK 0002114167 | 2026 Q1 Open parsed portfolio | 104 | $120,122,639 | Open SEC source |
| 04 May 2026, 16:31:33 UTC | 13F-HR | Arena Capital Advisors, LLC- CA CIK 0001833078 | 2026 Q1 Open parsed portfolio | 21 | $199,651,717 | Open SEC source |
| 04 May 2026, 16:30:46 UTC | 13F-HR | NWAM LLC CIK 0001655006 | 2026 Q1 Open parsed portfolio | 621 | $1,737,815,946 | Open SEC source |
| 04 May 2026, 16:29:16 UTC | 13F-HR | FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 | 2026 Q1 Open parsed portfolio | 158 | $313,027,668 | Open SEC source |
| 04 May 2026, 16:28:34 UTC | 13F-HR | Maryland State Retirement & Pension System CIK 0001795552 | 2026 Q1 Open parsed portfolio | 1,352 | $4,919,656,673 | Open SEC source |
| 04 May 2026, 16:27:42 UTC | 13F-HR | FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 | 2026 Q1 Open parsed portfolio | 91 | $104,782,221 | Open SEC source |
| 04 May 2026, 16:27:00 UTC | 13F-HR | Hillsdale Investment Management Inc. CIK 0001368465 | 2026 Q1 Open parsed portfolio | 654 | $3,675,193,826 | Open SEC source |
| 04 May 2026, 16:25:41 UTC | 13F-HR | Broadview Financial Management, LLC CIK 0001697024 | 2026 Q1 Open parsed portfolio | 40 | $146,426,934 | Open SEC source |
| 04 May 2026, 16:25:41 UTC | 13F-HR | Hartford Funds Management Co LLC CIK 0001546587 | 2026 Q1 Open parsed portfolio | 96 | $1,151,587,259 | Open SEC source |
| 04 May 2026, 16:24:24 UTC | 13F-HR | Fortress Financial Solutions, LLC CIK 0002039501 | 2026 Q1 Open parsed portfolio | 56 | $95,707,588 | Open SEC source |
| 04 May 2026, 16:22:44 UTC | 13F-HR | Avantax Planning Partners, Inc. CIK 0001005441 | 2026 Q1 Open parsed portfolio | 435 | $3,642,405,715 | Open SEC source |
| 04 May 2026, 16:21:02 UTC | 13F-HR | Canal Insurance CO CIK 0001313473 | 2026 Q1 Open parsed portfolio | 76 | $465,401,000 | Open SEC source |
| 04 May 2026, 16:20:57 UTC | 13F-HR | ABC ARBITRAGE SA CIK 0002049221 | 2026 Q1 Open parsed portfolio | 364 | $752,921,985 | Open SEC source |
| 04 May 2026, 16:18:12 UTC | 13F-HR | Riverpoint Wealth Management Holdings, LLC CIK 0001682733 | 2026 Q1 Open parsed portfolio | 62 | $470,002,751 | Open SEC source |
| 04 May 2026, 16:18:10 UTC | 13F-HR | TOEWS CORP /ADV CIK 0000932000 | 2026 Q1 Open parsed portfolio | 6 | $259,212,630 | Open SEC source |
| 04 May 2026, 16:17:36 UTC | 13F-HR | Nicholson Wealth Management Group, LLC CIK 0002035982 | 2026 Q1 Open parsed portfolio | 112 | $171,153,360 | Open SEC source |
| 04 May 2026, 16:17:28 UTC | 13F-HR | Summit Wealth Group, LLC CIK 0001802865 | 2026 Q1 Open parsed portfolio | 126 | $435,795,032 | Open SEC source |
| 04 May 2026, 16:16:52 UTC | 13F-HR | Milestones Private Investment Advisors LLC CIK 0001726041 | 2026 Q1 Open parsed portfolio | 78 | $113,507,109 | Open SEC source |
| 04 May 2026, 16:16:31 UTC | 13F-HR | UCLA Foundation CIK 0001735775 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 04 May 2026, 16:16:22 UTC | 13F-HR | Beckerman Institutional, LLC CIK 0002043468 | 2026 Q1 Open parsed portfolio | 121 | $188,222,425 | Open SEC source |
| 04 May 2026, 16:15:46 UTC | 13F-HR | Calamos Wealth Management LLC CIK 0001455258 | 2026 Q1 Open parsed portfolio | 539 | $2,895,089,514 | Open SEC source |
| 04 May 2026, 16:15:07 UTC | 13F-HR | Calamos Advisors LLC CIK 0001316507 | 2026 Q1 Open parsed portfolio | 1,144 | $25,740,031,364 | Open SEC source |
| 04 May 2026, 16:14:27 UTC | 13F-HR | EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 | 2026 Q1 Open parsed portfolio | 199 | $2,061,428,783 | Open SEC source |
| 04 May 2026, 16:14:13 UTC | 13F-HR | AMG National Trust Bank CIK 0001388829 | 2026 Q1 Open parsed portfolio | 472 | $4,605,465,868 | Open SEC source |
| 04 May 2026, 16:13:29 UTC | 13F-HR | EMERALD ADVISERS, LLC CIK 0001015083 | 2026 Q1 Open parsed portfolio | 248 | $3,160,186,288 | Open SEC source |