Institutional 13F Filings

Every institution's latest SEC Form 13F filing, ordered by most recently filed. Sourced from SEC EDGAR and updated quarterly — sort by reported value, turnover, or holdings instead using the menu below.

Browse by AUM Browse alphabetically

13,276

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
HL Hall Laurie J TrusteeDiversified strategy	$321.6M	+13.5%	267 -3	AMAT	2026-06-30
H& Hapanowicz & Associates Financial Services, IncMomentum follower	$321.5M	+27.9%	37 +6	VONG	2026-06-30
SA Sonoma Allocations LLCDiversified strategy	$321.5M	+11.0%	118 -27	EWA	2026-06-30
NT Nine Ten Capital Management LLCSector-focused	$321.3M	+2.1%	8	AGYS	2026-06-30
MC Miramontes Capital, LLCDiversified strategy	$321.3M	+11.3%	141 +19	IVV	2026-06-30
HC Hall Capital Management Co IncDiversified strategy	$321.2M	+14.8%	107	VEU	2026-06-30
T& Town & Country Bank & Trust CO dba First Bankers Trust CODiversified strategy	$321.1M	+8.5%	153 +7	AVGO	2026-06-30
SM Selkirk Management LLCConcentrated strategy	$321.0M	+9.1%	14 +3	CVNA	2026-06-30
RA RJA Asset Management LLCConcentrated strategy	$320.9M	+18.1%	4	AAPL	2026-06-30
GJ Glass Jacobson Investment Advisors llcDiversified strategy	$320.9M	+10.7%	618 +11	DFAU	2026-06-30
GI GE Investment Management CORP.Concentrated strategy	$320.9M	+31.6%	4	GE	2026-06-30
TC TMB Capital Partners, LLCDiversified strategy	$320.6M	+7.8%	177 +1	VOO	2026-06-30
LC Leisure Capital ManagementDiversified strategy	$320.4M	+12.1%	160 +6	AAPL	2026-06-30
BW Biltmore Wealth Management, LLCDiversified strategy	$320.4M	+13.9%	58 -2	XLK	2026-06-30
AF Aft, Forsyth & Sober, LLCDiversified strategy	$320.0M	-2.4%	60 -2	QQQ	2026-06-30
SI Samalin Investment Counsel, LLCDiversified strategy	$320.0M	+13.5%	336 +17	QQQ	2026-06-30
IP Investment Partners, LTD.Diversified strategy	$319.9M	+13.8%	167 +15	VEA	2026-06-30
JA JW Asset Management, LLCConcentrated strategy	$319.9M	+31.4%	21 +2	ESTABLISHMENT LABS HOLDINGS IN	2026-06-30
PC Passive Capital Management, LLC.Diversified strategy	$319.8M	-4.5%	94 -10	DFAC	2026-06-30
PC Prospera Capital Management, LLCSector-focused	$319.8M	+60.5%	63 +18	VTI	2026-06-30
LJ Lee Johnson Capital Management, LLCDiversified strategy	$319.8M	+14.7%	82 +2	SGOV	2026-06-30
GT Global Trust Asset Management, LLCDiversified strategy	$319.7M	+22.3%	487 +4	SHY	2026-06-30
BM Burns Matteson Capital Management, LLCDiversified strategy	$319.7M	+17.1%	196 +6	GLW	2026-06-30
SC Seldon Capital LPDiversified strategy	$319.6M	+17.5%	74 +9	INTC	2026-06-30
BF Burkett Financial Services, LLCLong-term holder	$319.6M	+9.5%	266 +15	SCHG	2026-06-30
WI Wrapmanager IncDiversified strategy	$319.6M	+11.0%	150 +15	AGG	2026-06-30
CC Charles-Lim Capital LtdConcentrated strategy	$319.4M	+6.0%	6 +1	SE	2026-06-30
TP Tiller Private Wealth, Inc.Momentum follower	$319.3M	+13.4%	69 +3	IXUS	2026-06-30
SF Shaker Financial Services, LLCDiversified strategy	$319.2M	+11.3%	148 +3	GAB	2026-06-30
BP Barnes Pettey Financial Advisors, LLCDiversified strategy	$319.2M	+39.1%	175 +19	CGGR	2026-06-30
CW Centerline Wealth Advisors, LLCDiversified strategy	$319.2M	+14.8%	79 +6	DYNF	2026-06-30
AF Axiom Financial Strategies, LLCMomentum follower	$319.1M	+12.3%	34 +2	RSP	2026-06-30
PA Powers Advisory Group, LLCDiversified strategy	$319.1M	+12.5%	130 +5	SCHX	2026-06-30
TT Thor Trading Advisors, LLCMomentum follower	$318.7M	+32.0%	39 +27	QQQ	2026-06-30
SA Skyline Advisors, Inc.Diversified strategy	$318.7M	+11.2%	123 +3	IUSB	2026-06-30
BI Berkeley, IncDiversified strategy	$318.7M	+6.9%	86 +5	IDHQ	2026-06-30
SC Summa Corp.Sector-focused	$318.6M	+31.7%	83	NVDA	2026-06-30
AW Arcadia Wealth Management, LLCDiversified strategy	$318.6M	+15.3%	66 -1	VUG	2026-06-30
BI Beacon Investment Advisors LLCDiversified strategy	$318.5M	+20.2%	178 +7	AMAT	2026-06-30
CC Chaney Capital Management, Inc.Momentum follower	$318.1M	+12.1%	45 +4	AGG	2026-06-30
SW ShoreHaven Wealth Partners, LLCDiversified strategy	$317.9M	+14.2%	106 +3	IVW	2026-06-30
S& Sittner & Nelson, LLCDiversified strategy	$317.9M	+16.2%	621 +48	AAPL	2026-06-30
NC Nixon Capital, LLCMomentum follower	$317.8M	+8.6%	19 -3	COMP	2026-06-30
GC GoodHaven Capital Management, LLCMomentum follower	$317.7M	+10.7%	26	BRK-B	2026-06-30
CF Cambridge Financial Group, LLCDiversified strategy	$317.6M	+7.5%	155 -13	DFAC	2026-06-30
MW Mills Wealth Advisors LLCDiversified strategy	$317.6M	+10.9%	76 -4	DFAC	2026-06-30
BI Boothe Investment Group, Inc.Momentum follower	$317.4M	+2.2%	38 -2	CTA	2026-06-30
GC Genesee Capital Advisors, LLCDiversified strategy	$317.3M	+33.0%	172 +34	SCHB	2026-06-30
TF Theory Financial LLCDiversified strategy	$317.3M	+11.4%	99 +5	SCHZ	2026-06-30
WP Wealthspan Partners, LLCDiversified strategy	$317.3M	+11.8%	129 +6	VUG	2026-06-30
MW Medallion Wealth Advisors, LLCDiversified strategy	$317.3M	+3.6%	1,234 -11,300	JMBS	2026-06-30

Showing 5,050-5,100 of 13,276 institutions