13F portfolio feed
Showing filings accepted since 01 Jul 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 |
|---|---|---|---|---|---|---|
| 29 Jul 2026, 15:10:57 UTC | 13F-HR | Core Wealth Management, Inc. CIK 0001965150 | 2026 Q2 Open parsed portfolio | 42 | $355,752,023 | Open SEC source |
| 29 Jul 2026, 15:09:18 UTC | 13F-HR | CAPITAL MANAGEMENT CORP /VA CIK 0001074273 | 2026 Q2 Open parsed portfolio | 72 | $666,252,558 | Open SEC source |
| 29 Jul 2026, 15:08:55 UTC | 13F-HR | AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 | 2026 Q2 Open parsed portfolio | 351 | $1,128,737,953 | Open SEC source |
| 29 Jul 2026, 15:04:06 UTC | 13F-HR | RESOLUTE CAPITAL, LLC CIK 0002069920 | 2026 Q2 Open parsed portfolio | 72 | $289,802,684 | Open SEC source |
| 29 Jul 2026, 15:03:04 UTC | 13F-HR | United Advisor Group, LLC CIK 0002004873 | 2026 Q2 Open parsed portfolio | 527 | $942,139,405 | Open SEC source |
| 29 Jul 2026, 15:02:05 UTC | 13F-HR | ALPS ADVISORS INC CIK 0001376113 | 2026 Q2 Open parsed portfolio | 1,170 | $21,328,709,765 | Open SEC source |
| 29 Jul 2026, 15:01:45 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2011 Q3 Open parsed portfolio | 80 | $189,730,582 | Open SEC source |
| 29 Jul 2026, 15:01:37 UTC | 13F-HR | Heritage Family Offices, LLP CIK 0002019316 | 2026 Q2 Open parsed portfolio | 233 | $258,935,183 | Open SEC source |
| 29 Jul 2026, 15:00:57 UTC | 13F-HR | Advisory Solutions Group, LLC CIK 0002147643 | 2026 Q2 Open parsed portfolio | 202 | $292,154,233 | Open SEC source |
| 29 Jul 2026, 14:53:52 UTC | 13F-HR | ACT CAPITAL MANAGEMENT, LLC CIK 0001442273 | 2026 Q2 Open parsed portfolio | 62 | $153,064,298 | Open SEC source |
| 29 Jul 2026, 14:53:12 UTC | 13F-HR | DAVIDSON TRUST CO CIK 0001133119 | 2026 Q2 Open parsed portfolio | 190 | $256,333,841 | Open SEC source |
| 29 Jul 2026, 14:49:03 UTC | 13F-HR | Team Hewins, LLC CIK 0001964760 | 2026 Q2 Open parsed portfolio | 40 | $365,539,355 | Open SEC source |
| 29 Jul 2026, 14:45:35 UTC | 13F-HR | Evolution Wealth Advisors, LLC CIK 0001763121 | 2026 Q2 Open parsed portfolio | 181 | $854,948,143 | Open SEC source |
| 29 Jul 2026, 14:42:26 UTC | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 | 2026 Q2 Open parsed portfolio | 401 | $1,731,472,073 | Open SEC source |
| 29 Jul 2026, 14:38:44 UTC | 13F-HR | Guardian Partners Inc. CIK 0001884799 | 2026 Q2 Open parsed portfolio | 391 | $1,108,554,320 | Open SEC source |
| 29 Jul 2026, 14:38:28 UTC | 13F-HR | Financial Network Wealth Advisors LLC CIK 0002012031 | 2026 Q2 Open parsed portfolio | 858 | $98,538,128 | Open SEC source |
| 29 Jul 2026, 14:35:54 UTC | 13F-HR | SHARPEPOINT LLC CIK 0002046822 | 2026 Q2 Open parsed portfolio | 89 | $199,619,811 | Open SEC source |
| 29 Jul 2026, 14:30:13 UTC | 13F-HR | Washington Trust Advisors, Inc. CIK 0001900099 | 2026 Q2 Open parsed portfolio | 723 | $1,347,088,357 | Open SEC source |
| 29 Jul 2026, 14:24:24 UTC | 13F-HR | NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 | 2026 Q2 Open parsed portfolio | 3,173 | $79,301,033,019 | Open SEC source |
| 29 Jul 2026, 14:24:15 UTC | 13F-HR | Fiduciary Wealth Partners, LLC CIK 0001666504 | 2026 Q2 Open parsed portfolio | 69 | $181,661,116 | Open SEC source |
| 29 Jul 2026, 14:22:27 UTC | 13F-HR | Ruedi Wealth Management, Inc. CIK 0001940678 | 2026 Q2 Open parsed portfolio | 62 | $426,302,897 | Open SEC source |
| 29 Jul 2026, 14:14:50 UTC | 13F-HR | First Nebraska Trust Co CIK 0002134841 | 2011 Q4 Open parsed portfolio | 88 | $226,383,680 | Open SEC source |
| 29 Jul 2026, 14:12:14 UTC | 13F-HR | Broyhill Asset Management, LLC CIK 0001966057 | 2026 Q2 Open parsed portfolio | 77 | $112,465,650 | Open SEC source |
| 29 Jul 2026, 14:11:42 UTC | 13F-HR | NORDEN GROUP LLC CIK 0001990699 | 2026 Q2 Open parsed portfolio | 701 | $1,219,927,183 | Open SEC source |
| 29 Jul 2026, 14:10:37 UTC | 13F-HR | Coign Capital Advisors LLC CIK 0002056441 | 2026 Q2 Open parsed portfolio | 88 | $222,182,626 | Open SEC source |
| 29 Jul 2026, 14:07:06 UTC | 13F-HR | Coquina Private Wealth LLC CIK 0002103792 | 2026 Q2 Open parsed portfolio | 101 | $147,257,380 | Open SEC source |
| 29 Jul 2026, 14:03:54 UTC | 13F-HR | Elevation Wealth Management LLC CIK 0002093518 | 2026 Q2 Open parsed portfolio | 145 | $133,557,756 | Open SEC source |
| 29 Jul 2026, 14:02:52 UTC | 13F-HR | HB Wealth Management, LLC CIK 0001911253 | 2026 Q2 Open parsed portfolio | 1,701 | $17,817,498,129 | Open SEC source |
| 29 Jul 2026, 14:00:10 UTC | 13F-HR | Amtrust Financial Services, Inc. CIK 0001365555 | 2026 Q2 Open parsed portfolio | 15 | $336,446,563 | Open SEC source |
| 29 Jul 2026, 13:58:16 UTC | 13F-HR | Summit Place Financial Advisors, LLC CIK 0001801413 | 2026 Q2 Open parsed portfolio | 110 | $228,308,631 | Open SEC source |
| 29 Jul 2026, 13:57:10 UTC | 13F-HR | RiverFront Investment Group, LLC CIK 0001469751 | 2026 Q2 Open parsed portfolio | 427 | $7,563,308,974 | Open SEC source |
| 29 Jul 2026, 13:52:42 UTC | 13F-HR | Glenorchy Capital Ltd CIK 0002008506 | 2026 Q2 Open parsed portfolio | 59 | $160,161,087 | Open SEC source |
| 29 Jul 2026, 13:51:40 UTC | 13F-HR | HOGE FINANCIAL SERVICES, LLC CIK 0001989834 | 2026 Q2 Open parsed portfolio | 83 | $208,889,904 | Open SEC source |
| 29 Jul 2026, 13:47:53 UTC | 13F-HR | CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 | 2026 Q2 Open parsed portfolio | 27 | $665,113,090 | Open SEC source |
| 29 Jul 2026, 13:44:59 UTC | 13F-HR | Verdence Capital Advisors LLC CIK 0001719305 | 2026 Q2 Open parsed portfolio | 653 | $1,904,226,820 | Open SEC source |
| 29 Jul 2026, 13:43:56 UTC | 13F-HR | Galvin, Gaustad & Stein, LLC CIK 0001840945 | 2026 Q2 Open parsed portfolio | 261 | $1,352,454,629 | Open SEC source |
| 29 Jul 2026, 13:42:14 UTC | 13F-HR | Advocacy Wealth Management, LLC CIK 0001569452 | 2026 Q2 Open parsed portfolio | 151 | $2,752,113,630 | Open SEC source |
| 29 Jul 2026, 13:36:50 UTC | 13F-HR | Riggs Asset Managment Co. Inc. CIK 0001601348 | 2026 Q2 Open parsed portfolio | 132 | $560,110,873 | Open SEC source |
| 29 Jul 2026, 13:34:59 UTC | 13F-HR | First Western Trust Bank CIK 0001513189 | 2026 Q2 Open parsed portfolio | 215 | $2,051,271,791 | Open SEC source |
| 29 Jul 2026, 13:33:38 UTC | 13F-HR | Stephens Investment Management Group LLC CIK 0001314440 | 2026 Q2 Open parsed portfolio | 176 | $9,328,513,591 | Open SEC source |
| 29 Jul 2026, 13:31:48 UTC | 13F-HR | Impact Partnership Wealth, LLC CIK 0001984555 | 2026 Q2 Open parsed portfolio | 441 | $1,028,620,933 | Open SEC source |
| 29 Jul 2026, 13:26:51 UTC | 13F-HR | THOMPSON DAVIS & CO., INC. CIK 0001017284 | 2026 Q2 Open parsed portfolio | 168 | $167,243,029 | Open SEC source |
| 29 Jul 2026, 13:24:33 UTC | 13F-HR | JB Capital LLC CIK 0001879371 | 2026 Q2 Open parsed portfolio | 280 | $2,888,529,112 | Open SEC source |
| 29 Jul 2026, 13:22:48 UTC | 13F-HR | Root Financial Partners, LLC CIK 0001977181 | 2026 Q2 Open parsed portfolio | 407 | $2,573,709,016 | Open SEC source |
| 29 Jul 2026, 13:19:49 UTC | 13F-HR | Equita Financial Network, Inc. CIK 0001994461 | 2026 Q2 Open parsed portfolio | 95 | $360,249,931 | Open SEC source |
| 29 Jul 2026, 13:19:35 UTC | 13F-HR | Legacy Capital Group California, Inc. CIK 0001977092 | 2026 Q2 Open parsed portfolio | 297 | $331,515,033 | Open SEC source |
| 29 Jul 2026, 13:18:07 UTC | 13F-HR | STEPHENS INC /AR/ CIK 0000757657 | 2026 Q2 Open parsed portfolio | 1,332 | $8,925,962,961 | Open SEC source |
| 29 Jul 2026, 13:12:00 UTC | 13F-HR | MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 | 2026 Q2 Open parsed portfolio | 204 | $326,120,154 | Open SEC source |
| 29 Jul 2026, 12:58:04 UTC | 13F-HR | 3Chopt Investment Partners, LLC CIK 0001978521 | 2026 Q2 Open parsed portfolio | 274 | $532,096,866 | Open SEC source |
| 29 Jul 2026, 12:56:18 UTC | 13F-HR | Fee-Only Financial Planning, L.C. CIK 0001954044 | 2026 Q2 Open parsed portfolio | 45 | $186,600,703 | Open SEC source |