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 |
|---|---|---|---|---|---|---|
| 07 May 2026, 14:48:59 UTC | 13F-HR | Nordwand Advisors, LLC CIK 0001962713 | 2026 Q1 Open parsed portfolio | 150 | $571,741,312 | Open SEC source |
| 07 May 2026, 14:48:35 UTC | 13F-HR | WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 | 2026 Q1 Open parsed portfolio | 263 | $43,812,366,485 | Open SEC source |
| 07 May 2026, 14:45:07 UTC | 13F-HR | CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 | 2026 Q1 Open parsed portfolio | 70 | $241,012,301 | Open SEC source |
| 07 May 2026, 14:43:28 UTC | 13F-HR | Wells Financial Advisors INC CIK 0001844454 | 2026 Q1 Open parsed portfolio | 54 | $21,982,778 | Open SEC source |
| 07 May 2026, 14:43:18 UTC | 13F-HR | LOWE BROCKENBROUGH & CO INC CIK 0000022657 | 2026 Q1 Open parsed portfolio | 329 | $2,005,536,130 | Open SEC source |
| 07 May 2026, 14:43:00 UTC | 13F-HR | Board of Trustees of The Leland Stanford Junior University CIK 0001315828 | 2026 Q1 Open parsed portfolio | 22 | $848,722,294 | Open SEC source |
| 07 May 2026, 14:36:11 UTC | 13F-HR | Symphony Financial Services, Inc. CIK 0002031979 | 2026 Q1 Open parsed portfolio | 99 | $194,788,293 | Open SEC source |
| 07 May 2026, 14:35:51 UTC | 13F-HR | HAMEL ASSOCIATES, INC. CIK 0001599760 | 2026 Q1 Open parsed portfolio | 81 | $350,523,370 | Open SEC source |
| 07 May 2026, 14:34:08 UTC | 13F-HR | Wealthquest Corp CIK 0001632968 | 2026 Q1 Open parsed portfolio | 157 | $1,412,328,299 | Open SEC source |
| 07 May 2026, 14:32:56 UTC | 13F-HR | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 | 2026 Q1 Open parsed portfolio | 27 | $368,978,536 | Open SEC source |
| 07 May 2026, 14:31:09 UTC | 13F-HR | DIMENSIONAL FUND ADVISORS LP CIK 0000354204 | 2026 Q1 Open parsed portfolio | 3,217 | $481,393,448,589 | Open SEC source |
| 07 May 2026, 14:28:45 UTC | 13F-HR | SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 | 2026 Q1 Open parsed portfolio | 170 | $2,173,065,379 | Open SEC source |
| 07 May 2026, 14:27:55 UTC | 13F-HR | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 | 2026 Q1 Open parsed portfolio | 1,363 | $8,797,479,722 | Open SEC source |
| 07 May 2026, 14:24:53 UTC | 13F-HR | TrustWell Financial Advisors, LLC CIK 0002133429 | 2026 Q1 Open parsed portfolio | 70 | $106,307,857 | Open SEC source |
| 07 May 2026, 13:31:45 UTC | 13F-HR | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 | 2026 Q1 Open parsed portfolio | 263 | $999,718,201 | Open SEC source |
| 07 May 2026, 13:30:49 UTC | 13F-HR | ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 | 2026 Q1 Open parsed portfolio | 93 | $722,995,843 | Open SEC source |
| 07 May 2026, 13:20:44 UTC | 13F-HR | Alchemi Wealth, LLC CIK 0002110606 | 2026 Q1 Open parsed portfolio | 155 | $180,210,420 | Open SEC source |
| 07 May 2026, 13:20:28 UTC | 13F-HR | WASHINGTON TRUST BANK CIK 0000861787 | 2026 Q1 Open parsed portfolio | 207 | $1,355,797,071 | Open SEC source |
| 07 May 2026, 13:17:14 UTC | 13F-HR | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 | 2026 Q1 Open parsed portfolio | 301 | $687,488,424 | Open SEC source |
| 07 May 2026, 13:12:22 UTC | 13F-HR | DILLON & ASSOCIATES INC CIK 0001054425 | 2026 Q1 Open parsed portfolio | 75 | $723,608,000 | Open SEC source |
| 07 May 2026, 13:11:40 UTC | 13F-HR | PRENTISS SMITH & CO INC CIK 0001134687 | 2026 Q1 Open parsed portfolio | 65 | $172,243,958 | Open SEC source |
| 07 May 2026, 13:07:34 UTC | 13F-HR | ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 | 2026 Q1 Open parsed portfolio | 203 | $3,321,791,874 | Open SEC source |
| 07 May 2026, 13:05:53 UTC | 13F-HR | TrustWell Financial Advisors, LLC CIK 0002133429 | 2025 Q4 Open parsed portfolio | 66 | $103,431,047 | Open SEC source |
| 07 May 2026, 13:03:01 UTC | 13F-HR | West Family Investments, Inc. CIK 0001568303 | 2026 Q1 Open parsed portfolio | 259 | $285,248,517 | Open SEC source |
| 07 May 2026, 13:01:41 UTC | 13F-HR | Avidian Wealth Enterprises, LLC CIK 0001471474 | 2026 Q1 Open parsed portfolio | 662 | $3,153,541,003 | Open SEC source |
| 07 May 2026, 12:58:17 UTC | 13F-HR | Compound Global Advisors, LLC CIK 0001962450 | 2026 Q1 Open parsed portfolio | 31 | $3,222,752 | Open SEC source |
| 07 May 2026, 12:58:07 UTC | 13F-HR | Bucket List Wealth Management, LLC CIK 0002133435 | 2026 Q1 Open parsed portfolio | 57 | $166,084,409 | Open SEC source |
| 07 May 2026, 12:56:51 UTC | 13F-HR | Confluence Wealth Services, Inc. CIK 0001910411 | 2026 Q1 Open parsed portfolio | 365 | $2,579,261,214 | Open SEC source |
| 07 May 2026, 12:51:56 UTC | 13F-HR | NYL Investors LLC CIK 0001606720 | 2026 Q1 Open parsed portfolio | 31 | $264,657,212 | Open SEC source |
| 07 May 2026, 12:46:41 UTC | 13F-HR | AGF MANAGEMENT LTD CIK 0001003518 | 2026 Q1 Open parsed portfolio | 636 | $22,313,220,221 | Open SEC source |
| 07 May 2026, 12:45:06 UTC | 13F-HR | Qsemble Capital Management, LP CIK 0001766159 | 2026 Q1 Open parsed portfolio | 430 | $1,308,952,122 | Open SEC source |
| 07 May 2026, 12:43:31 UTC | 13F-HR | NEW YORK LIFE INSURANCE CO CIK 0000071633 | 2026 Q1 Open parsed portfolio | 6 | $490,552,941 | Open SEC source |
| 07 May 2026, 12:43:29 UTC | 13F-HR | NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 | 2026 Q1 Open parsed portfolio | 62 | $833,039,315 | Open SEC source |
| 07 May 2026, 12:38:44 UTC | 13F-HR | Greykasell Wealth Strategies, Inc. CIK 0002041220 | 2026 Q1 Open parsed portfolio | 567 | $248,037,414 | Open SEC source |
| 07 May 2026, 12:37:41 UTC | 13F-HR | Crewe Advisors LLC CIK 0001730033 | 2026 Q1 Open parsed portfolio | 1,038 | $1,171,736,272 | Open SEC source |
| 07 May 2026, 12:36:11 UTC | 13F-HR | Metis Global Partners, LLC CIK 0001594916 | 2026 Q1 Open parsed portfolio | 724 | $4,072,864,094 | Open SEC source |
| 07 May 2026, 12:32:47 UTC | 13F-HR | Z3 Capital Partners, LLC CIK 0002127787 | 2026 Q1 Open parsed portfolio | 187 | $394,864,087 | Open SEC source |
| 07 May 2026, 12:30:55 UTC | 13F-HR | Z3 Capital Partners, LLC CIK 0002127787 | 2025 Q4 Open parsed portfolio | 190 | $416,243,808 | Open SEC source |
| 07 May 2026, 12:29:29 UTC | 13F-HR | CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 | 2026 Q1 Open parsed portfolio | 156 | $138,698,864 | Open SEC source |
| 07 May 2026, 12:27:39 UTC | 13F-HR | Premier Private Wealth Management LLC CIK 0002056550 | 2026 Q1 Open parsed portfolio | 53 | $94,814,906 | Open SEC source |
| 07 May 2026, 12:24:49 UTC | 13F-HR | Malaga Cove Capital, LLC CIK 0001603001 | 2026 Q1 Open parsed portfolio | 192 | $278,287,587 | Open SEC source |
| 07 May 2026, 12:21:56 UTC | 13F-HR | PL Capital Advisors, LLC CIK 0001569147 | 2026 Q1 Open parsed portfolio | 30 | $331,625,006 | Open SEC source |
| 07 May 2026, 12:21:20 UTC | 13F-HR | Gladius Capital Management LP CIK 0001540656 | 2026 Q1 Open parsed portfolio | 35 | $130,683,489 | Open SEC source |
| 07 May 2026, 12:13:48 UTC | 13F-HR | CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 | 2026 Q1 Open parsed portfolio | 110 | $181,294,177 | Open SEC source |
| 07 May 2026, 12:06:18 UTC | 13F-HR | Ballast Asset Management, LP CIK 0001998389 | 2026 Q1 Open parsed portfolio | 52 | $224,720,178 | Open SEC source |
| 07 May 2026, 12:01:14 UTC | 13F-HR | INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 | 2026 Q1 Open parsed portfolio | 56 | $150,402,608 | Open SEC source |
| 07 May 2026, 11:59:38 UTC | 13F-HR | Samara Investment Management, LLC CIK 0002110507 | 2026 Q1 Open parsed portfolio | 72 | $96,463,152 | Open SEC source |
| 07 May 2026, 11:58:58 UTC | 13F-HR | D'Orazio & Associates, Inc. CIK 0001646821 | 2026 Q1 Open parsed portfolio | 298 | $772,071,072 | Open SEC source |
| 07 May 2026, 11:57:53 UTC | 13F-HR | Mayar Capital Ltd. CIK 0001858699 | 2026 Q1 Open parsed portfolio | 16 | $77,942,485 | Open SEC source |
| 07 May 2026, 11:57:27 UTC | 13F-HR | Mullooly Asset Management, Inc. CIK 0001950591 | 2026 Q1 Open parsed portfolio | 51 | $270,964,932 | Open SEC source |