Home / Data 13F Institutional Holdings Tracker 13F Institutional Holdings Tracker organizes records from EDGAR submissions, indexes, and filings into a static table for transparent comparison. It preserves official source links and dates, marks missing enrichment, and adds deterministic grouping, change, recency, trend, or significance fields only where the documented inputs support them, without recommendations or unsupported claims.
Records 40
Last changed 08/30/2026
Update schedule 29 19 1 */3 * UTC
Coverage 08/27/2026–08/28/2026 Record Record Date Vuga Group Change Status Recency Days Public Significance Score 13F-HR - Deeter Investments LLP (0001675711) (Filer) 08/28/2026 13F-HR unchanged 1.22 98.781 13F-HR/A - Cornerstone Financial Management LLC (0002110329) (Filer) 08/28/2026 13F-HR unchanged 1.26 98.742 13F-HR/A - Cornerstone Financial Management LLC (0002110329) (Filer) 08/28/2026 13F-HR unchanged 1.27 98.731 13F-HR/A - Cornerstone Financial Management LLC (0002110329) (Filer) 08/28/2026 13F-HR unchanged 1.28 98.723 13F-HR/A - NWM ADVISORS, LLC (0002098824) (Filer) 08/28/2026 13F-HR unchanged 1.3 98.696 13F-HR - B. Riley Wealth Advisors, Inc. (0001464811) (Filer) 08/28/2026 13F-HR unchanged 1.42 98.582 13F-HR/A - Pandowealth. LLC (0002143045) (Filer) 08/28/2026 13F-HR unchanged 1.42 98.579 13F-HR - First Nebraska Trust Co (0002134841) (Filer) 08/28/2026 13F-HR unchanged 1.43 98.569 13F-HR - First Nebraska Trust Co (0002134841) (Filer) 08/28/2026 13F-HR unchanged 1.44 98.564 13F-HR/A - Pandowealth. LLC (0002143045) (Filer) 08/28/2026 13F-HR unchanged 1.42 98.58 13F-HR/A - PROVIDA PENSION FUND ADMINISTRATOR (0000931588) (Filer) 08/27/2026 13F-HR unchanged 2.19 97.815 13F-HR - K5 Global Advisor LLC (0002151773) (Filer) 08/27/2026 13F-HR unchanged 2.28 97.721 13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer) 08/27/2026 13F-HR unchanged 2.32 97.679 13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer) 08/27/2026 13F-HR unchanged 2.32 97.676 13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer) 08/27/2026 13F-HR unchanged 2.34 97.657 13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer) 08/27/2026 13F-HR unchanged 2.34 97.656 13F-HR/A - VELA Investment Management, LLC (0001895612) (Filer) 08/27/2026 13F-HR unchanged 2.37 97.629 13F-HR/A - VELA Investment Management, LLC (0001895612) (Filer) 08/27/2026 13F-HR unchanged 2.37 97.627 13F-HR/A - VELA Investment Management, LLC (0001895612) (Filer) 08/27/2026 13F-HR unchanged 2.38 97.625 13F-HR/A - BOSTON RESEARCH & MANAGEMENT INC (0001259261) (Filer) 08/27/2026 13F-HR unchanged 2.43 97.574 13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer) 08/27/2026 13F-HR unchanged 2.43 97.573 13F-HR - First Nebraska Trust Co (0002134841) (Filer) 08/27/2026 13F-HR unchanged 2.45 97.547 13F-HR - First Nebraska Trust Co (0002134841) (Filer) 08/27/2026 13F-HR unchanged 2.46 97.539 13F-HR - TUCKER ASSET MANAGEMENT LLC (0001870012) (Filer) 08/27/2026 13F-HR unchanged 2.47 97.528 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.48 97.518 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.48 97.518 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.48 97.517 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.48 97.517 13F-HR - TUCKER ASSET MANAGEMENT LLC (0001870012) (Filer) 08/27/2026 13F-HR unchanged 2.48 97.517 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.48 97.516 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.48 97.516 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.49 97.515 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.48 97.515 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.49 97.514 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.49 97.514 13F-HR - Formuepleje A/S (0001801212) (Filer) 08/27/2026 13F-HR unchanged 2.49 97.513 13F-HR/A - Corient Private Wealth LP (0001948780) (Filer) 08/27/2026 13F-HR unchanged 2.27 97.73 13F-HR - OPTIMIZE FINANCIAL INC. (0002033266) (Filer) 08/27/2026 13F-HR unchanged 2.28 97.72 13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer) 08/27/2026 13F-HR unchanged 2.34 97.66 13F-HR/A - Advisors Asset Management, Inc. (0001297376) (Filer) 08/27/2026 13F-HR unchanged 2.34 97.66
Source U.S. Securities and Exchange Commission, EDGAR submissions, indexes, and filings · official record · retrieved 08/30/2026 · upstream last modified 08/30/2026
Licence United States government work; public domain unless the source record says otherwise. Source: U.S. Securities and Exchange Commission
Required notice Automated requests declare VUGA Enterprises LLC and an operator contact in the User-Agent header. What we add We compute Vuga Group, Change Status, Recency Days, Public Significance Score using the documented compute method. · methodology