13F Filings Tracker

Institutional investors we track from their quarterly 13F filings, sorted by latest filing. Open a fund to see its new, added, reduced and sold-out positions. 373 institutions with two or more tracked filings, sorted by most recent activity.

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Latest activity

Pinestone Asset Management 95 filings · latest Oct 16, 2026 $TREX $SPGI $OTIS
Aspiriant 64 filings · latest Oct 16, 2026 $VTV $CMF $DUHP
Trust Co of Toledo Na 60 filings · latest Oct 16, 2026 $HONA $XMHQ $VWO
Gemmer Asset Management 59 filings · latest Oct 16, 2026 $IVE $VWO $AGG
Onyx Bridge Wealth Group 59 filings · latest Oct 16, 2026 $SPMO $SHV $AGG
Robertson Stephens Wealth Management 57 filings · latest Oct 16, 2026 $TBN $NDAA $CALI
AlphaStar Capital Management 56 filings · latest Oct 16, 2026 $SGOV $BUFS $BUFY
ARS Wealth Advisors Group 56 filings · latest Oct 16, 2026 $VBR $HONA $SCHF
IFP Advisors 56 filings · latest Oct 16, 2026 $EFG $VUG $BND
Counterpoint Mutual Funds 53 filings · latest Oct 16, 2026 $YELP $WDC $RIG
Financial Synergies Wealth Advisors 52 filings · latest Oct 16, 2026 $VCIT $IJR $DFIC
Concurrent Investment Advisors 51 filings · latest Oct 16, 2026 $VCIT $VTV $SHV
Cyndeo Wealth Partners 51 filings · latest Oct 16, 2026 $SPMD $XP $PHYS
Elser Financial Planning 51 filings · latest Oct 16, 2026 $SCHF $EMXC $DUHP
Goelzer Investment Management 51 filings · latest Oct 16, 2026 $SCHF $SHY $BND
TCV Trust & Wealth Management 50 filings · latest Oct 16, 2026 $VO $VB $HONA
Cantor Fitzgerald Investment Advisors L.P. 48 filings · latest Oct 16, 2026 $VMBS $VGIT $VCIT
Frank, Rimerman Advisors 48 filings · latest Oct 16, 2026 $VTI $WMT $VTR
SteelPeak Wealth 48 filings · latest Oct 16, 2026 $HONA $INTC $SCHV
DiNuzzo Private Wealth 47 filings · latest Oct 16, 2026 $IEFA $DUHP $DFIC
Birch Hill Investment Advisors 46 filings · latest Oct 16, 2026 $WSO $ULS $VO
Global Strategic Investment Solutions 46 filings · latest Oct 16, 2026 $VUG $SPSM $SPDW
Tema Etfs 46 filings · latest Oct 16, 2026 $VSAT $NRG $ITRI
Halbert Hargrove Global Advisors 45 filings · latest Oct 16, 2026 $VTI $SPDW $VO
PFG Advisors 45 filings · latest Oct 16, 2026 $VCSH $DUHP $SPMO
Y-Intercept (Hong Kong) 45 filings · latest Oct 16, 2026 $TXRH $NRG $VZ
Banque Pictet & Cie 43 filings · latest Oct 16, 2026 $TSM $MSFT $LLY
Annex Advisory Services 42 filings · latest Oct 16, 2026 $VGLT $AGG $DFAU
ASR Vermogensbeheer N.V. 41 filings · latest Oct 16, 2026 $SNDK $CRS $ATI
Cache Advisors 41 filings · latest Oct 16, 2026 $AVGO $TSM $SPCX
Howard Capital Management 41 filings · latest Oct 16, 2026 $VUG $AGG $MSFT
Awm Capital 40 filings · latest Oct 16, 2026 $VNQ $ICF $DFAU
Eagle Strategies 40 filings · latest Oct 16, 2026 $AMD $SPCX $MINT
Forum Financial Management 40 filings · latest Oct 16, 2026 $NVDA $DFUV $DFUS
Hengehold Capital Management 40 filings · latest Oct 16, 2026 $PHYS $SMH $TSM
Howard Capital Management Group 40 filings · latest Oct 16, 2026 $XLY $SPY $NVDA
KWB Wealth 40 filings · latest Oct 16, 2026 $SPYG $QEFA $PAB
McKinley Carter Wealth Services 40 filings · latest Oct 16, 2026 $VXUS $IXUS $IWF
RKL Wealth Management 40 filings · latest Oct 16, 2026 $TMO $SCHX $SCHG
TD Waterhouse Canada 40 filings · latest Oct 16, 2026 $SLF $RY $COST
Vontobel Holding 40 filings · latest Oct 16, 2026 $AMZN $WAB $WM
Cardinal Capital Management 38 filings · latest Oct 16, 2026 $STN $GRTUF $BNS
Forbes J M 30 filings · latest Oct 16, 2026 $WY $SBUX $IEF
Saratoga Research & Investment Management 25 filings · latest Oct 16, 2026 $HONA $V $PG
Smead Capital Management 24 filings · latest Oct 16, 2026 $UNH $ULTA $UHAL
Trinity Street Asset Management 19 filings · latest Oct 16, 2026 $CI $TSM $SARO
Japan Science & Technology Agency 6 filings · latest Oct 16, 2026 $RSP $QQQM $IVV
Kintegral Advisory 6 filings · latest Oct 16, 2026 $MRNA $MBGL $HCSG
Ninety One UK 98 filings · latest Oct 15, 2026 $TKO $J $CFG
Assenagon Asset Management S.A. 96 filings · latest Oct 15, 2026 $AZN $CPNG $ANET
Fort Washington Investment Advisors 88 filings · latest Oct 15, 2026 $XOM $AAPL $USB
AdvisorNet Financial 67 filings · latest Oct 15, 2026 $AGG $DFAU $CGGR
Patriot Investment Management Group 66 filings · latest Oct 15, 2026 $VO $SHY $SCHF
Goldstein Advisors 65 filings · latest Oct 15, 2026 $SPMO $SHLD $QUAL
Charles Schwab Trust 57 filings · latest Oct 15, 2026 $USRT $SCHO $IUSG
HCR Wealth Advisors 57 filings · latest Oct 15, 2026 $HONA $VYM $VUG
First Merchants 56 filings · latest Oct 15, 2026 $IJR $XLI $SGOV
Mission Wealth Management 56 filings · latest Oct 15, 2026 $VTI $VUG $VTV
Auto-Owners Insurance 51 filings · latest Oct 15, 2026 $SYK $MSFT $VMRK
Blue Trust 51 filings · latest Oct 15, 2026 $VXF $VUSE $VOO
Guyasuta Investment Advisors 50 filings · latest Oct 15, 2026 $MUB $WCC $UL
Mirae Asset Securities (Usa) 49 filings · latest Oct 15, 2026 $XLI $XOP $TMUS
Community Trust & Investment 47 filings · latest Oct 15, 2026 $HONA $UNH $PFE
Resonant Capital Advisors 47 filings · latest Oct 15, 2026 $FNDX $BRK.B $SPIP
Formuepleje A/S 46 filings · latest Oct 15, 2026 $GOOGL $WPM $SUNB
Gleason Group 45 filings · latest Oct 15, 2026 $WMT $VUG $VTV
Burney Co/ 44 filings · latest Oct 15, 2026 $LRCX $AVGO $ANET
GHP Investment Advisors 43 filings · latest Oct 15, 2026 $VEA $TER $RTX
Turtle Creek Wealth Advisors 43 filings · latest Oct 15, 2026 $LRCX $IJH $HON
V-Square Quantitative Management 43 filings · latest Oct 15, 2026 $HONA $TPC $PAAS
Curated Wealth Partners 42 filings · latest Oct 15, 2026 $VTI $VOO $UNP
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 42 filings · latest Oct 15, 2026 $V $NVDA $NFLX
Ninety One North America 42 filings · latest Oct 15, 2026 $V $VRSN $MSI
Ninety One SA (Pty) 42 filings · latest Oct 15, 2026 $SLB $SPGI $NVDA
Sustainable Growth Advisers 42 filings · latest Oct 15, 2026 $WM $SNPS $MSFT
Zwj Investment Counsel 42 filings · latest Oct 15, 2026 $MU $ABBV $VEA
Atria Investments 41 filings · latest Oct 15, 2026 $IEMG $SKHY $PQUS
WealthPlan Investment Management 37 filings · latest Oct 15, 2026 $META $JAVA $AAPL
Hbw Advisory Services 30 filings · latest Oct 15, 2026 $AAPL $APH $WT
Portman Square Capital 23 filings · latest Oct 15, 2026 $BABA $XLP $SOFI
Cohen Klingenstein 15 filings · latest Oct 15, 2026 $VMC $HIG $ALL
Davenport 87 filings · latest Oct 14, 2026 $BN $AAPL $COO
Ifm Investors 83 filings · latest Oct 14, 2026 $NVDA $NEE $MSFT
Focus Financial Network 49 filings · latest Oct 14, 2026 $VTI $SPY $SCHX
Heck Capital Advisors 47 filings · latest Oct 14, 2026 $IVV $GOVT $VTEB
Mather Group 47 filings · latest Oct 14, 2026 $VTI $XOM $DFSV
Patriot Financial Group Insurance Agency 46 filings · latest Oct 14, 2026 $NVDA $MU $AAPL
Godsey & Gibb 45 filings · latest Oct 14, 2026 $KO $TD $RTX
Sendero Wealth Management 45 filings · latest Oct 14, 2026 $NVDA $AVGO $AMZN
Thurston, Springer, Miller, Herd & Titak 45 filings · latest Oct 14, 2026 $WEC $WMT $VUG
Orgel Wealth Management 44 filings · latest Oct 14, 2026 $VTI $VGSH $VB
Moody Lynn Lieberson & Walker 43 filings · latest Oct 14, 2026 $FERG $AVGO $SPCX
Viking Fund Management 43 filings · latest Oct 14, 2026 $TMUS $SPCX $MCHP
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 42 filings · latest Oct 14, 2026 $SHLD $XLP $XOM
Generate Investment Management 42 filings · latest Oct 14, 2026 $TLN $KLAC $HPE
Summit Financial Strategies 42 filings · latest Oct 14, 2026 $VEA $IWF $EFA
Traphagen Investment Advisors 42 filings · latest Oct 14, 2026 $VFLO $JPM $AAPL
First Citizens Bank & Trust 40 filings · latest Oct 14, 2026 $IVV $ZTS $TROW
Columbus Macro 39 filings · latest Oct 14, 2026 $QCOM $OKE $CMI
Kmg Fiduciary Partners 39 filings · latest Oct 14, 2026 $PG $GS $KO

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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