Recent 13F filings
Fresh SEC EDGAR submissions
| Fund | Quarter | Portfolio value | Holdings | Filed |
|---|---|---|---|---|
| Range Advisory, LLC Range Advisory, Llc | Q2 2026 | $839.8M | 342 | Sep 2, 2026 |
| Range Advisory, LLC Range Advisory, Llc | Q1 2026 | $539.1M | 271 | Sep 2, 2026 |
| Range Advisory, LLC Range Advisory, Llc | Q4 2025 | $387.8M | 196 | Sep 2, 2026 |
| Kinetic Wealth Investment Advisors LLC Kinetic Wealth Investment Advisors Llc | Q2 2026 | $212.1M | 64 | Sep 2, 2026 |
| CAPITAL & PLANNING, LLC Capital & Planning, Llc | Q2 2026 | $193.7M | 45 | Sep 2, 2026 |
| REFRAME WEALTH, LLC Reframe Wealth, Llc | Q4 2022 | $0 | 1 | Sep 2, 2026 |
| Infini Capital Management Ltd Infini Capital Management Ltd | Q2 2026 | $38.9M | 1 | Sep 2, 2026 |
| BROWN, LISLE/CUMMINGS, INC. Brown, Lisle/Cummings, Inc. | Q2 2026 | $445.8M | 1,054 | Sep 2, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group Mlg Wealth Management Dba Pine Grove Financial Group | Q2 2026 | $990.2M | 218 | Sep 2, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group Mlg Wealth Management Dba Pine Grove Financial Group | Q1 2026 | $860.4M | 189 | Sep 2, 2026 |
| Layline Advisors, LLC Layline Advisors, Llc | Q1 2026 | $89.4M | 67 | Sep 2, 2026 |
| Catalio Capital Management, LP Catalio Capital Management, Lp | Q4 2025 | $565.8M | 45 | Sep 2, 2026 |
| Allianz Asset Management GmbH Allianz Asset Management Gmbh | Q2 2026 | $123.1B | 3,981 | Sep 2, 2026 |
| 1607 Capital Partners, LLC 1607 Capital Partners, Llc | Q2 2026 | $1.1B | 142 | Sep 2, 2026 |
| 1607 Capital Partners, LLC 1607 Capital Partners, Llc | Q2 2026 | $1.1B | 141 | Sep 2, 2026 |
| CITADEL ADVISORS LLC Citadel Advisors | Q2 2026 | $875B | 16,122 | Sep 2, 2026 |
| Second Line Capital, LLC Second Line Capital, Llc | Q2 2026 | $537M | 178 | Sep 2, 2026 |
| First Nebraska Trust Co First Nebraska Trust Co | Q2 2001 | $157.9M | 91 | Sep 2, 2026 |
| First Nebraska Trust Co First Nebraska Trust Co | Q1 2001 | $147.8M | 86 | Sep 2, 2026 |
| First Nebraska Trust Co First Nebraska Trust Co | Q4 2000 | $169.5M | 86 | Sep 2, 2026 |
| First Nebraska Trust Co First Nebraska Trust Co | Q3 2000 | $146.9M | 80 | Sep 2, 2026 |
| Parrish Capital LLC Parrish Capital Llc | Q2 2026 | $103.7M | 87 | Sep 1, 2026 |
| Planning Project LLC Planning Project Llc | Q2 2026 | $501.4M | 26 | Sep 1, 2026 |
| AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD Agur Provident & Training Funds Management Ltd | Q2 2026 | $18.5M | 24 | Sep 1, 2026 |
| Davis Wealth Advisors, LLC Davis Wealth Advisors, Llc | Q3 2025 | $111.4M | 91 | Sep 1, 2026 |