InstitutionalInstitutional
Recent institutional ownership filings.
Institutional 13F Filings
Institutional: 100 returned records match this page's scope. Recent institutional ownership filings. Manager identity, reporting date and submission timestamps remain separate. Original filings are linked when supplied.
Source period / date 2026-09-30Retrieved 2026-10-29 11:11:23 UTC
- Matching records
- 100
Institutional 13F Filings
| HONGKONG & SHANGHAI BANKING CORP LTD / ASP | 0001600216 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-29 06:27:08 | 13F-NT | Source filing ↗ | Source filing ↗ |
| SUMITOMO MITSUI TRUST GROUP, INC. | 0001475365 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-29 06:05:21 | 13F-HR | Source filing ↗ | Source filing ↗ |
| NIKKO ASSET MANAGEMENT EUROPE LTD | 0002022033 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-29 06:05:20 | 13F-NT | Source filing ↗ | Source filing ↗ |
| SUMITOMO MITSUI TRUST ASSET MANAGEMENT CO., LTD. | 0001483526 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-29 06:05:20 | 13F-NT | Source filing ↗ | Source filing ↗ |
| NIKKO ASSET MANAGEMENT CO., LTD. | 0001425864 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-29 06:05:20 | 13F-NT | Source filing ↗ | Source filing ↗ |
| NIKKO ASSET MANAGEMENT ASIA LTD | 0002020530 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-29 06:05:19 | 13F-NT | Source filing ↗ | Source filing ↗ |
| SUMITOMO MITSUI TRUST BANK LTD | 0001046017 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-29 06:05:19 | 13F-NT | Source filing ↗ | Source filing ↗ |
| GREAT EASTERN TRUST PRIVATE LTD | 0002023107 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 21:34:44 | 13F-NT | Source filing ↗ | Source filing ↗ |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0001569395 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 21:31:58 | 13F-HR | Source filing ↗ | Source filing ↗ |
| PILGRIM PARTNERS ASIA PTE LTD | 0002012674 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 21:30:41 | 13F-HR | Source filing ↗ | Source filing ↗ |
| GREAT EASTERN LIFE ASSURANCE CO LTD | 0001775903 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 21:28:31 | 13F-NT | Source filing ↗ | Source filing ↗ |
| AVIANCE CAPITAL PARTNERS, LLC | 0001542383 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 19:07:55 | 13F-HR | Source filing ↗ | Source filing ↗ |
| ARQ WEALTH ADVISORS, LLC | 0001811827 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 19:07:01 | 13F-HR | Source filing ↗ | Source filing ↗ |
| SFE INVESTMENT COUNSEL | 0001317784 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 19:05:55 | 13F-HR | Source filing ↗ | Source filing ↗ |
| NORTHERN FINANCIAL ADVISORS INC | 0001962457 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 19:05:23 | 13F-HR | Source filing ↗ | Source filing ↗ |
| STEVENS CAPITAL PARTNERS | 0001965176 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 19:03:52 | 13F-HR | Source filing ↗ | Source filing ↗ |
| ROYAL HARBOR PARTNERS, LLC | 0001801876 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 19:03:14 | 13F-HR | Source filing ↗ | Source filing ↗ |
| IPSEN ADVISOR GROUP LLC | 0001964922 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 19:02:12 | 13F-HR | Source filing ↗ | Source filing ↗ |
| ELEVATION CAPITAL ADVISORY, LLC | 0001871112 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 19:01:26 | 13F-HR | Source filing ↗ | Source filing ↗ |
| DEAN, JACOBSON FINANCIAL SERVICES, LLC | 0001869456 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:59:57 | 13F-HR | Source filing ↗ | Source filing ↗ |
| PROFUND ADVISORS LLC | 0001129919 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:59:15 | 13F-HR | Source filing ↗ | Source filing ↗ |
| PROSHARE ADVISORS LLC | 0001357955 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:58:23 | 13F-HR | Source filing ↗ | Source filing ↗ |
| VISE TECHNOLOGIES, INC. | 0001812090 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:56:29 | 13F-HR | Source filing ↗ | Source filing ↗ |
| AJ ADVISORS, LLC | 0001951167 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:55:48 | 13F-HR | Source filing ↗ | Source filing ↗ |
| GRANDFIELD & DODD, LLC | 0001308016 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:54:22 | 13F-HR | Source filing ↗ | Source filing ↗ |
| INVESTMENT PARTNERS, LTD. | 0001050068 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:53:45 | 13F-HR | Source filing ↗ | Source filing ↗ |
| HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC | 0001695959 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:52:59 | 13F-HR | Source filing ↗ | Source filing ↗ |
| CIDEL ASSET MANAGEMENT INC | 0001621915 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:52:21 | 13F-HR | Source filing ↗ | Source filing ↗ |
| UNISON ADVISORS LLC | 0001695818 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:51:47 | 13F-HR | Source filing ↗ | Source filing ↗ |
| AUSTIN ASSET MANAGEMENT CO INC | 0001902024 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:51:17 | 13F-HR | Source filing ↗ | Source filing ↗ |
| LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C. | 0001731447 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:27:56 | 13F-HR | Source filing ↗ | Source filing ↗ |
| CORECAM AG | 0002110914 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:10:09 | 13F-HR | Source filing ↗ | Source filing ↗ |
| BELL INVESTMENT ADVISORS, INC | 0001890149 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 18:04:07 | 13F-HR | Source filing ↗ | Source filing ↗ |
| VERUS FINANCIAL PARTNERS, INC. | 0001481714 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 17:59:54 | 13F-HR | Source filing ↗ | Source filing ↗ |
| COLUMBIA BANK | 0002017259 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 17:54:39 | 13F-HR | Source filing ↗ | Source filing ↗ |
| HOEY INVESTMENTS, INC | 0001799544 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 17:50:40 | 13F-HR | Source filing ↗ | Source filing ↗ |
| WEALTH ADVISORS NORTHWEST LLC | 0002053892 | 2026-09-30 | 2026-10-29 00:00:00 | 2026-10-28 17:37:04 | 13F-HR | Source filing ↗ | Source filing ↗ |
| RUBICON GLOBAL CAPITAL LTD | 0002055276 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 17:20:55 | 13F-HR | Source filing ↗ | Source filing ↗ |
| GLOBAL VIEW CAPITAL MANAGEMENT LLC | 0001994495 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 17:20:23 | 13F-HR | Source filing ↗ | Source filing ↗ |
| GLENVIEW TRUST CO | 0001691827 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 17:15:38 | 13F-HR | Source filing ↗ | Source filing ↗ |
| AXIS CAPITAL HOLDINGS LTD | 0001214816 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 17:02:19 | 13F-HR | Source filing ↗ | Source filing ↗ |
| STEADVIEW CAPITAL MANAGEMENT LLC | 0001844008 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 17:02:10 | 13F-HR | Source filing ↗ | Source filing ↗ |
| COHALO ADVISORY LLC | 0002056438 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 17:00:34 | 13F-HR | Source filing ↗ | Source filing ↗ |
| PROSPERITAS FINANCIAL LLC | 0002001016 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 17:00:32 | 13F-HR | Source filing ↗ | Source filing ↗ |
| KAMPMANN MELISSA S. | 0001999898 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:59:41 | 13F-HR | Source filing ↗ | Source filing ↗ |
| GRAY PRIVATE WEALTH, LLC | 0001928877 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:54:21 | 13F-HR | Source filing ↗ | Source filing ↗ |
| PAYDEN & RYGEL | 0000919219 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:44:12 | 13F-HR | Source filing ↗ | Source filing ↗ |
| LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. | 0001910104 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:43:53 | 13F-NT | Source filing ↗ | Source filing ↗ |
| LEBENTHAL GLOBAL ADVISORS, LLC | 0001845766 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:43:14 | 13F-HR | Source filing ↗ | Source filing ↗ |
| CANOPY PARTNERS, LLC | 0001960860 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:43:07 | 13F-HR | Source filing ↗ | Source filing ↗ |
| M FINANCIAL INVESTMENT ADVISERS INC /ADV | 0001003031 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:39:15 | 13F-NT | Source filing ↗ | Source filing ↗ |
| CRANBROOK WEALTH MANAGEMENT, LLC | 0001599084 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:38:47 | 13F-HR | Source filing ↗ | Source filing ↗ |
| WILDCAT CAPITAL MANAGEMENT, LLC | 0001582384 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:37:22 | 13F-HR | Source filing ↗ | Source filing ↗ |
| BRIAN LOW FINANCIAL GROUP, LLC | 0002079080 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:35:03 | 13F-HR | Source filing ↗ | Source filing ↗ |
| CHINA-UAE INVESTMENT COOPERATION FUND, L.P. | 0002106200 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:34:23 | 13F-HR | Source filing ↗ | Source filing ↗ |
| FINLEY FINANCIAL, LLC | 0002047823 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:33:21 | 13F-HR | Source filing ↗ | Source filing ↗ |
| CHICAGO TRUST CO NA | 0001601539 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:31:49 | 13F-HR | Source filing ↗ | Source filing ↗ |
| GIGAFUND MANAGEMENT COMPANY, LLC | 0001713833 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:30:16 | 13F-HR | Source filing ↗ | Source filing ↗ |
| THRIVE CAPITAL MANAGEMENT, LLC | 0001845943 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:28:16 | 13F-HR/A | Source filing ↗ | Source filing ↗ |
| DWM FINANCIAL GROUP, INC. | 0001759545 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:25:15 | 13F-HR | Source filing ↗ | Source filing ↗ |
| IMPACTFOLIO, LLC | 0001896447 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:23:50 | 13F-HR | Source filing ↗ | Source filing ↗ |
| HILLMAN CO | 0001036288 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:23:19 | 13F-HR | Source filing ↗ | Source filing ↗ |
| ARTA FINANCE WEALTH MANAGEMENT LLC | 0002099257 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:22:56 | 13F-HR | Source filing ↗ | Source filing ↗ |
| WHELAN FINANCIAL | 0001894921 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:20:47 | 13F-HR | Source filing ↗ | Source filing ↗ |
| RALEIGH CAPITAL MANAGEMENT INC. | 0001911726 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:18:39 | 13F-HR | Source filing ↗ | Source filing ↗ |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0001818604 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 16:04:03 | 13F-HR | Source filing ↗ | Source filing ↗ |
| MODERA WEALTH MANAGEMENT, LLC | 0001542143 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:55:31 | 13F-HR | Source filing ↗ | Source filing ↗ |
| GREENUP STREET WEALTH MANAGEMENT LLC | 0001909904 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:52:27 | 13F-HR | Source filing ↗ | Source filing ↗ |
| HERITAGE WEALTH MANAGEMENT, INC. | 0001944755 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:41:29 | 13F-HR | Source filing ↗ | Source filing ↗ |
| STATE OF WYOMING | 0001821626 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:41:18 | 13F-HR | Source filing ↗ | Source filing ↗ |
| CFC PLANNING CO LLC | 0001854428 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:39:57 | 13F-HR | Source filing ↗ | Source filing ↗ |
| PEAK FINANCIAL ADVISORS LLC | 0001843309 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:38:59 | 13F-HR | Source filing ↗ | Source filing ↗ |
| HSBC BANK USA, N.A. | 0001582152 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:37:47 | 13F-NT | Source filing ↗ | Source filing ↗ |
| PETROS FAMILY WEALTH, LLC | 0002004963 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:36:36 | 13F-HR | Source filing ↗ | Source filing ↗ |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 0002009886 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:30:36 | 13F-HR | Source filing ↗ | Source filing ↗ |
| GREATMARK INVESTMENT PARTNERS, INC. | 0001540944 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:23:47 | 13F-HR | Source filing ↗ | Source filing ↗ |
| AMERICANA PARTNERS, LLC | 0001797678 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:20:54 | 13F-HR | Source filing ↗ | Source filing ↗ |
| APRIO WEALTH MANAGEMENT, LLC | 0001803519 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:18:19 | 13F-HR | Source filing ↗ | Source filing ↗ |
| AVESTAR CAPITAL, LLC | 0001704404 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:18:11 | 13F-HR | Source filing ↗ | Source filing ↗ |
| MORLING FINANCIAL ADVISORS, LLC | 0001905198 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:17:15 | 13F-HR | Source filing ↗ | Source filing ↗ |
| FUSION CAPITAL, LLC | 0001802955 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:15:44 | 13F-HR | Source filing ↗ | Source filing ↗ |
| KURV INVESTMENT MANAGEMENT LLC | 0002027462 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:09:05 | 13F-HR | Source filing ↗ | Source filing ↗ |
| BANK OF THE BLUEGRASS & TRUST CO. | 0001768763 | 2026-06-30 | 2026-10-28 00:00:00 | 2026-10-28 15:06:59 | 13F-HR | Source filing ↗ | Source filing ↗ |
| LEFT BRAIN WEALTH MANAGEMENT, LLC | 0001957370 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:06:42 | 13F-HR | Source filing ↗ | Source filing ↗ |
| LJI WEALTH MANAGEMENT, LLC | 0001988563 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 15:06:19 | 13F-HR | Source filing ↗ | Source filing ↗ |
| COYLE FINANCIAL COUNSEL LLC | 0001593038 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:57:20 | 13F-HR | Source filing ↗ | Source filing ↗ |
| KASSIRA WEALTH MANAGEMENT LLC | 0002095972 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:57:12 | 13F-HR | Source filing ↗ | Source filing ↗ |
| MGO ONE SEVEN LLC | 0001731444 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:48:06 | 13F-HR | Source filing ↗ | Source filing ↗ |
| CURTIS ADVISORY GROUP, LLC | 0001664656 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:38:44 | 13F-HR | Source filing ↗ | Source filing ↗ |
| SAGACE WEALTH MANAGEMENT LLC | 0002027449 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:37:28 | 13F-HR | Source filing ↗ | Source filing ↗ |
| CHARTER CAPITAL MANAGEMENT, LLC\DE | 0002076040 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:34:20 | 13F-HR | Source filing ↗ | Source filing ↗ |
| MARIN BAY WEALTH ADVISORS, LLC | 0002109834 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:31:33 | 13F-HR | Source filing ↗ | Source filing ↗ |
| BLUE FIN CAPITAL, INC. | 0001576102 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:27:14 | 13F-HR | Source filing ↗ | Source filing ↗ |
| BNB WEALTH MANAGEMENT, LLC | 0002111175 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:26:16 | 13F-HR | Source filing ↗ | Source filing ↗ |
| GLOBAL ASSETS ADVISORY, LLC | 0001942932 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:10:57 | 13F-HR | Source filing ↗ | Source filing ↗ |
| SUMMIT GLOBAL INVESTMENTS | 0001697953 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:08:52 | 13F-HR | Source filing ↗ | Source filing ↗ |
| OPINICUS CAPITAL, INC. | 0002009743 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:07:40 | 13F-HR | Source filing ↗ | Source filing ↗ |
| INVERA WEALTH ADVISORS, LLC | 0001976780 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 14:02:37 | 13F-HR | Source filing ↗ | Source filing ↗ |
| CORNERSTONE WEALTH PARTNERS, LLC | 0002109292 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 13:58:55 | 13F-HR | Source filing ↗ | Source filing ↗ |
| MADISON PARK CAPITAL ADVISORS, LLC | 0001993022 | 2026-09-30 | 2026-10-28 00:00:00 | 2026-10-28 13:56:56 | 13F-HR | Source filing ↗ | Source filing ↗ |
How to read these results
Method & calculation basis
Manager identity, reporting date and submission timestamps remain separate. Original filings are linked when supplied.
Coverage & limitations
The latest 100 records are a filing window, not a complete set of investors or current holdings.
Sources & update policy
Data provider: Financial Modeling Prep. Data is retrieved on the server and periodically revalidated. A page is refreshed when visited after its interval; this does not promise live market data or a new company disclosure.
institutional-ownership/latest· 100 returned records · retrieved 2026-10-29 11:11:23 UTC
Original disclosure references
Source dates describe the underlying record. Retrieval and validation times describe this data copy. Content modification time changes only when the supplied content changes.
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