Instititional Investors (Hedge Funds) Quarterly Holdings Reports
- Institutional investors with $100 million or more in assets are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter
- Portfolio holdings include common stocks, preferred stocks, call options, put options, and corporate notes or bonds.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
What is insider trading>>
SEC filing services are close in the weekend and during SEC holidays.
Hedge Fund Quarterly Reports
2026-10-06 16:00 EST - 2026-10-07 16:00 EST
| # | Reported DateTime | Filer Name | New Filer | Reported Quarter | Holding Count | AUM |
| 1 | 2026-10-07 14:32:59 | Persium Advisors LLC | No | 2026Q3 | 70 | $190.98M |
| 2 | 2026-10-07 14:31:30 | EPIQ PARTNERS LLC | No | 2026Q3 | 92 | $223.52M |
| 3 | 2026-10-07 14:20:33 | Whitcomb & Hess Inc. | No | 2026Q3 | 64 | $464.79M |
| 4 | 2026-10-07 14:19:04 | Canandaigua National Trust Co of Florida | No | 2026Q3 | 143 | $180.88M |
| 5 | 2026-10-07 14:15:09 | Family Legacy Financial Solutions LLC | No | 2026Q3 | 51 | $172.74M |
| 6 | 2026-10-07 14:14:00 | CANANDAIGUA NATIONAL BANK & TRUST CO | No | 2026Q3 | 310 | $1.15B |
| 7 | 2026-10-07 14:05:49 | Exchange Bank | No | 2026Q3 | 129 | $161.59M |
| 8 | 2026-10-07 13:55:04 | Cooper Financial Group | No | 2026Q3 | 437 | $1.19B |
| 9 | 2026-10-07 13:34:47 | Elm3 Financial Group LLC | No | 2026Q3 | 145 | $144.67M |
| 10 | 2026-10-07 13:30:24 | STEPH & CO | No | 2026Q3 | 273 | $357.45M |
| 11 | 2026-10-07 13:28:17 | Dominguez Wealth Management Solutions Inc. | No | 2026Q3 | 75 | $180.25M |
| 12 | 2026-10-07 13:27:42 | KFA Private Wealth Group LLC | No | 2026Q3 | 150 | $378.78M |
| 13 | 2026-10-07 13:08:14 | ELEVATION WEALTH PARTNERS LLC | No | 2026Q3 | 1,334 | $346.15M |
| 14 | 2026-10-07 13:06:07 | Retirement Wealth Solutions LLC | No | 2026Q3 | 896 | $172.26M |
| 15 | 2026-10-07 13:04:49 | Cox Capital Mgt LLC | No | 2026Q3 | 74 | $178.51M |
| 16 | 2026-10-07 12:45:11 | Red Spruce Capital LLC | No | 2026Q3 | 93 | $272.80M |
| 17 | 2026-10-07 12:43:40 | JP Wealth Management Inc. | No | 2026Q3 | 13 | $157.07M |
| 18 | 2026-10-07 12:43:16 | MJT & Associates Financial Advisory Group Inc. | No | 2026Q3 | 437 | $154.61M |
| 19 | 2026-10-07 12:32:35 | Venture Visionary Partners LLC | No | 2026Q3 | 672 | $3.73B |
| 20 | 2026-10-07 12:31:02 | Elm Partners Management LLC | No | 2026Q2 | 156 | $3.33B |
| 21 | 2026-10-07 12:30:07 | Elm Partners Management LLC | No | 2025Q4 | 149 | $2.63B |
| 22 | 2026-10-07 12:29:10 | Elm Partners Management LLC | No | 2025Q3 | 139 | $2.41B |
| 23 | 2026-10-07 12:28:10 | Elm Partners Management LLC | No | 2025Q2 | 96 | $2.09B |
| 24 | 2026-10-07 12:28:06 | Crumly & Associates Inc. | No | 2026Q3 | 203 | $556.58M |
| 25 | 2026-10-07 12:27:25 | FIRST COMMUNITY TRUST NA | No | 2026Q3 | 334 | $299.18M |
| 26 | 2026-10-07 12:27:23 | Asempa Wealth Advisors | No | 2026Q3 | 106 | $123.65M |
| 27 | 2026-10-07 12:25:24 | LEGACY SOLUTIONS LLC | No | 2026Q3 | 89 | $126.59M |
| 28 | 2026-10-07 12:20:06 | Pathway Financial Advisors LLC | No | 2026Q3 | 126 | $886.54M |
| 29 | 2026-10-07 12:18:08 | Mendota Financial Group LLC | No | 2026Q3 | 27 | $128.70M |
| 30 | 2026-10-07 12:08:54 | Great Waters Wealth Management | No | 2026Q3 | 128 | $1.11B |
| 31 | 2026-10-07 12:03:26 | WALLER FINANCIAL PLANNING GROUP INC | No | 2026Q3 | 76 | $490.87M |
| 32 | 2026-10-07 12:03:14 | Elm Partners Management LLC | No | 2025Q1 | 66 | $1.87B |
| 33 | 2026-10-07 12:02:49 | Weaver Consulting Group | No | 2026Q3 | 290 | $466.56M |
| 34 | 2026-10-07 11:59:12 | Todd Wealth Management LLC | No | 2026Q2 | 111 | $131.65M |
| 35 | 2026-10-07 11:58:22 | SigFig Wealth Management LLC | No | 2026Q3 | 132 | $3.94B |
| 36 | 2026-10-07 11:54:15 | McAlister Sweet & Associates Inc. | No | 2026Q3 | 35 | $158.27M |
| 37 | 2026-10-07 11:51:09 | American National Bank of Texas | No | 2026Q3 | 52 | $109.49M |
| 38 | 2026-10-07 11:49:14 | ARMSTRONG HENRY H ASSOCIATES INC | No | 2026Q3 | 61 | $1.12B |
| 39 | 2026-10-07 11:47:28 | AMERICAN NATIONAL BANK & TRUST | No | 2026Q3 | 612 | $1.09B |
| 40 | 2026-10-07 11:36:05 | Worth Asset Management LLC | No | 2026Q3 | 228 | $343.03M |
| 41 | 2026-10-07 11:34:51 | Todd Wealth Management LLC | No | 2026Q1 | 105 | $109.64M |
| 42 | 2026-10-07 11:32:27 | Matrix Trust Co | No | 2026Q3 | 96 | $664.59M |
| 43 | 2026-10-07 11:22:46 | KWMG LLC | No | 2026Q3 | 147 | $1.23B |
| 44 | 2026-10-07 11:18:02 | PFW Advisors LLC | No | 2026Q3 | 120 | $327.96M |
| 45 | 2026-10-07 11:12:36 | Lake Hills Wealth Management LLC | No | 2026Q3 | 60 | $203.10M |
| 46 | 2026-10-07 11:09:37 | Strong Retirement Solutions LLC | No | 2026Q3 | 83 | $177.30M |
| 47 | 2026-10-07 10:55:58 | BENEDICT FINANCIAL ADVISORS INC | No | 2026Q3 | 136 | $503.83M |
| 48 | 2026-10-07 10:55:27 | STEGINSKY CAPITAL LLC | No | 2026Q3 | 8 | $609.78M |
| 49 | 2026-10-07 10:55:15 | Todd Wealth Management LLC | Yes | 2025Q4 | 99 | $110.28M |
| 50 | 2026-10-07 10:48:09 | MRA Advisory Group | No | 2026Q3 | 146 | $240.43M |
| 51 | 2026-10-07 10:32:23 | Wealth Group Ltd | No | 2026Q3 | 94 | $539.99M |
| 52 | 2026-10-07 10:30:03 | Applied Capital LLC | No | 2026Q3 | 92 | $150.35M |
| 53 | 2026-10-07 10:28:03 | Martin Capital Partners LLC | No | 2026Q3 | 69 | $266.41M |
| 54 | 2026-10-07 10:25:47 | FIG FINANCIAL ADVISORY SERVICES INC | No | 2026Q3 | 62 | $163.83M |
| 55 | 2026-10-07 10:25:04 | Bank & Trust Co | No | 2026Q3 | 306 | $158.78M |
| 56 | 2026-10-07 10:14:15 | S.E.E.D. Planning Group LLC | No | 2026Q3 | 93 | $392.15M |
| 57 | 2026-10-07 10:10:39 | Snow Phipps Group LLC | No | 2026Q3 | 2 | $264.12M |
| 58 | 2026-10-07 10:01:11 | Emprise Bank | No | 2026Q3 | 105 | $261.59M |
| 59 | 2026-10-07 09:59:40 | NORTH POINT PORTFOLIO MANAGERS CORP | No | 2026Q3 | 263 | $594.93M |
| 60 | 2026-10-07 09:49:30 | Seven Bridges Advisors LLC | No | 2026Q3 | 17 | $221.23M |
| 61 | 2026-10-07 08:43:57 | Veery Capital LLC | No | 2026Q3 | 98 | $367.61M |
| 62 | 2026-10-07 08:42:46 | Platt Investment Counsel LLC | No | 2026Q3 | 13 | $121.84M |
| 63 | 2026-10-07 08:41:50 | FSA Investment Group LLC | No | 2026Q3 | 40 | $312.94M |
| 64 | 2026-10-07 08:40:16 | PUFF WEALTH MANAGEMENT LLC | No | 2026Q3 | 78 | $101.78M |
| 65 | 2026-10-07 08:37:28 | WINEBRENNER CAPITAL MANAGEMENT LLC | No | 2026Q3 | 143 | $151.42M |
| 66 | 2026-10-07 07:57:32 | Bank of Finland | No | 2026Q3 | 4 | $1.38B |
| 67 | 2026-10-06 21:41:41 | SeaTown Holdings Pte. Ltd. | No | 2026Q3 | 0 | $0 |
| 68 | 2026-10-06 20:38:35 | Nautilus Advisors LLC | No | 2026Q3 | 167 | $162.87M |
| 69 | 2026-10-06 18:52:00 | PartnerRe Asset Management CORP | No | 2026Q3 | 3 | $161.61M |
| 70 | 2026-10-06 18:47:17 | GLYNN CAPITAL MANAGEMENT LLC | No | 2026Q3 | 40 | $333.99M |
| 71 | 2026-10-06 18:31:38 | SEARCY FINANCIAL SERVICES INC | No | 2026Q3 | 25 | $279.65M |
| 72 | 2026-10-06 17:23:47 | Two Seas Capital LP | No | 2026Q3 | 32 | $2.51B |
| 73 | 2026-10-06 17:07:30 | RVW Wealth LLC | No | 2026Q3 | 178 | $1.50B |
| 74 | 2026-10-06 16:29:07 | Cambridge Financial Group LLC | No | 2026Q3 | 153 | $317.08M |
| 75 | 2026-10-06 16:15:22 | Private Capital Advisors Inc. | No | 2026Q3 | 77 | $1.15B |