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
MA Montanaro Asset Management LtdContrarian	$317.2M	-5.1%	42	NVMI	2026-06-30
TW Ticino WealthDiversified strategy	$317.1M	+10.2%	135 -3	STNG	2026-06-30
PI Powell Investment Advisors, LLCDiversified strategy	$316.8M	+9.2%	167 -7	IVW	2026-06-30
FD Fourth Dimension Wealth, LLCDiversified strategy	$316.3M	+19.9%	744 +110	SPTM	2026-06-30
NF Nvest Financial, LLCDiversified strategy	$316.3M	+17.8%	150 +11	IWF	2026-06-30
BW Balanced Wealth Group LLCDiversified strategy	$316.3M	+13.2%	78 +5	SPYV	2026-06-30
LA Lountzis Asset Management, LLCSector-focused	$316.1M	+15.9%	55 +3	AMAT	2026-06-30
RI Richmond Investment Services, LLCDiversified strategy	$316.1M	-48.9%	145 -110	IWL	2026-06-30
IA IMZ Advisory IncSector-focused	$315.8M	+19.4%	38 -1	XLK	2026-06-30
EW Enzi WealthDiversified strategy	$315.7M	+9.6%	77 +6	AVMV	2026-06-30
RC Ranch Capital Advisors Inc.Diversified strategy	$315.7M	+14.1%	157 +3	BIL	2026-06-30
TW Tencap Wealth Coaching, LLCSector-focused	$315.4M	+18.7%	20 +13	DXUV	2026-06-30
MI Meros Investment Management, LPDiversified strategy	$315.2M	+36.6%	50 -2	DCO	2026-06-30
TW Trinity Wealth Management, LLCDiversified strategy	$315.2M	+15.7%	75 +3	SPAB	2026-06-30
RM Richards, Merrill & Peterson, Inc.Diversified strategy	$315.1M	+15.6%	285 +2	AAPL	2026-06-30
VA VMS Asset Management LimitedHigh-turnover trader	$315.0M	+92.3%	34 +11	SNDK	2026-06-30
TC TAGStone Capital, Inc.Diversified strategy	$314.6M	+11.2%	139 +2	IVV	2026-06-30
TC Thomist Capital Management, LPHigh-turnover trader	$314.6M	-15.3%	45 -12	DAR	2026-06-30
IW Inlight Wealth Management, LLCDiversified strategy	$314.6M	+16.5%	62 +12	VEA	2026-06-30
LO LongitudeMomentum follower	$314.3M	+28.6%	46 -5	SOFI	2026-06-30
MA Mma Asset Management LLCDiversified strategy	$314.3M	+10.6%	181 +2	SPYG	2026-06-30
MW Mosley Wealth ManagementDiversified strategy	$314.3M	+42.3%	781 +315	PSTR	2026-06-30
AF American Financial Group Inc 401Concentrated strategy	$314.2M	+4.0%	1	AFG	2026-06-30
CF Cypress Funds LLCQuality / disciplined sizing	$314.1M	-21.0%	14	AMZN	2026-06-30
MC Malaga Cove Capital, LLCDiversified strategy	$314.1M	+12.9%	185 -7	ON	2026-06-30
DD Delaney Dennis RDiversified strategy	$314.0M	+11.2%	246 +3	GOOGL	2026-06-30
SF Stonebridge Financial Planning Group, LLCDiversified strategy	$313.9M	+15.3%	183 +12	IWY	2026-06-30
PP Praetorian PR LLCSector-focused	$313.8M	+14.1%	14 +1	SII	2026-06-30
MA Macro Advisors, Inc.Sector-focused	$313.7M	+29.5%	45 +4	BUFR	2026-06-30
MI Merk Investments LLCSector-focused	$313.5M	-14.8%	11	USAS	2026-06-30
RC Raleigh Capital Management Inc.Diversified strategy	$313.3M	+8.1%	610 -165	SPY	2026-06-30
PS Plum Street Advisors, LLCDiversified strategy	$313.1M	+8.4%	107 +9	SCHZ	2026-06-30
SW StoneCrest Wealth Management, Inc.Diversified strategy	$313.0M	+32.4%	73	QQQM	2026-06-30
BS Bennett Selby Investments LPDiversified strategy	$312.9M	+9.9%	85 +4	GOOG	2026-06-30
FC First Citizens Asset Management, Inc.Momentum follower	$312.9M	+10.9%	30 +2	IWY	2026-06-30
RP Ravenswood Partners LPQuality / disciplined sizing	$312.6M	+15.5%	36 +1	MU	2026-06-30
WA Worth Asset Management, LLCDiversified strategy	$312.6M	+16.5%	603 +56	AOR	2026-06-30
WP Windward Private Wealth Management Inc.Momentum follower	$312.6M	+8.0%	43 -1	BSV	2026-06-30
PF Prosperitas Financial LLCDiversified strategy	$312.3M	+16.4%	141 +48	SCHG	2026-06-30
MF Monte Financial Group, LLCDiversified strategy	$312.2M	+10.9%	102 +2	ADP	2026-06-30
PP Pennington Partners & Co., LLCDiversified strategy	$312.1M	+6.9%	131 +17	VTI	2026-06-30
BW Beacon Wealthcare LLCSector-focused	$312.1M	+10.1%	26	VTI	2026-06-30
MC Maryland Capital Advisors Inc.Diversified strategy	$312.0M	+5.6%	1,145 +874	IGSB	2026-06-30
PI Peachtree Investment Partners, LLCDiversified strategy	$311.9M	+18.9%	143 +14	AAPL	2026-06-30
TA Townsend Asset Management CORP /nc/ /advDiversified strategy	$311.8M	+12.7%	195 +8	QQQ	2026-06-30
WA Weinberger Asset Management, IncDiversified strategy	$311.8M	+16.9%	101 +9	VTI	2026-06-30
AI Armor Investment Advisors, LLCDiversified strategy	$311.7M	+12.3%	155 -5	IVV	2026-06-30
FO Five Oceans AdvisorsDiversified strategy	$311.1M	+12.6%	204 +11	VGSH	2026-06-30
HI Hengistbury Investment Partners LLPConcentrated strategy	$311.1M	+29.6%	4 +1	V	2026-06-30
OA Oak Asset Management, LLCDiversified strategy	$311.0M	+7.1%	115 +7	AAPL	2026-06-30
TF Tenon Financial LLCMomentum follower	$310.9M	+22.1%	61 +7	VOO	2026-06-30

Showing 5,101-5,151 of 13,276 institutions