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Institutional 13F filings

Investment managers with over $100 million in US equities must report their long positions on Form 13F within 45 days after each quarter ends. What is a 13F?

Latest 13F filings

Newest first. An amendment moves that quarter back to the top.

Latest 13F filings, newest first
FiledInstitutionQuarterPositionsValue
Sep 2, 2026Cygnus Capital Advisors, LLCQ2 202674$147.2M
Sep 2, 2026AmendedReframe Wealth, LLCQ4 20220$0
Sep 2, 2026Amended1607 Capital Partners, LLCQ2 2026141$1.15B
Sep 2, 2026First Nebraska Trust CoQ3 200080$146.9M
Sep 2, 2026First Nebraska Trust CoQ4 200086$169.5M
Sep 2, 2026MLG Wealth Management DBA Pine Grove Financial GroupQ2 2026218$990.2M
Sep 2, 2026MLG Wealth Management DBA Pine Grove Financial GroupQ1 2026189$860.4M
Sep 2, 2026AmendedAllianz Asset Management GmbHQ2 20261,564$108.0B
Sep 2, 2026Capital & Planning, LLCQ2 202645$193.7M
Sep 2, 2026Layline Advisors, LLCQ1 202667$89.4M
Sep 2, 2026Range Advisory, LLCQ2 2026342$839.8M
Sep 2, 2026Range Advisory, LLCQ1 2026271$539.1M
Sep 2, 2026Range Advisory, LLCQ4 2025196$387.8M
Sep 2, 2026AmendedCatalio Capital Management, LPQ4 202545$565.8M
Sep 2, 2026AmendedSecond Line Capital, LLCQ2 2026173$537.0M
Sep 2, 2026Kinetic Wealth Investment Advisors LLCQ2 202664$212.1M
Sep 2, 2026Infini Capital Management LtdQ2 20261$38.9M
Sep 1, 2026First Nebraska Trust CoQ1 200186$147.8M
Sep 1, 2026Brown, Lisle/Cummings, Inc.Q2 20261,054$445.8M
Sep 1, 2026First Nebraska Trust CoQ2 200191$157.9M
Sep 1, 2026AmendedCitadel Advisors LLCQ2 20266,351$174.1B
Sep 1, 2026AmendedBoston Research & Management IncQ3 2025120$910.9M
Sep 1, 2026Davis Wealth Advisors, LLCQ3 202570$111.4M
Sep 1, 2026Planning Project LLCQ2 202626$501.4M
Sep 1, 2026Parrish Capital LLCQ2 202687$103.7M
Sep 1, 2026Agur Provident & Training Funds Management LtdQ2 202624$18.5M
Aug 31, 2026AmendedAllie Family Office LLCQ1 2026103$229.4M
Aug 31, 2026First Nebraska Trust CoQ3 200191$147.1M
Aug 31, 2026First Nebraska Trust CoQ4 200189$157.9M
Aug 31, 2026Arbor Wealth Management LLCQ1 202622$101.5M
Aug 31, 2026Arbor Wealth Management LLCQ4 2025104$128.5M
Aug 31, 2026Alternative Investment Advisors, LLC.Q2 202669$258.6M
Aug 28, 2026Deeter Investments LLPQ4 2025105$463.1M
Aug 28, 2026AmendedCornerstone Financial Management LLCQ2 20261,471$124.7M
Aug 28, 2026AmendedCornerstone Financial Management LLCQ1 20261,311$109.0M
Aug 28, 2026AmendedCornerstone Financial Management LLCQ4 20251,241$106.5M
Aug 28, 2026AmendedNWM Advisors, LLCQ2 202623$127.0M
Aug 28, 2026National Asset Management, Inc.Q1 20251,208$3.29B
Aug 28, 2026AmendedPandowealth. LLCQ4 202519$109.0M
Aug 28, 2026AmendedPandowealth. LLCQ1 202619$114.6M
Aug 28, 2026First Nebraska Trust CoQ1 200289$169.6M
Aug 28, 2026First Nebraska Trust CoQ2 200283$153.4M
Aug 27, 2026AmendedProvida Pension Fund AdministratorQ1 202660$5.95B
Aug 27, 2026AmendedCI Private Wealth, LLCQ2 20263,043$72.2B
Aug 27, 2026K5 Global Advisor LLCQ2 20263$6.59B
Aug 27, 2026Optimize Financial IncQ2 2026294$278.4M
Aug 27, 2026AmendedAdvisors Asset Management, Inc.Q4 20211,486$7.01B
Aug 27, 2026AmendedAdvisors Asset Management, Inc.Q4 20221,479$4.85B
Aug 27, 2026AmendedAdvisors Asset Management, Inc.Q2 20201,565$5.14B
Aug 27, 2026AmendedAdvisors Asset Management, Inc.Q2 20221,490$5.52B