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
CB Centennial Bank/AR/Diversified strategy	$310.7M	+11.5%	341 +17	ACWI	2026-06-30
LF Lakeshore Financial Planning, Inc.Diversified strategy	$310.7M	+12.6%	92 +7	IVV	2026-06-30
IH IES Holdings, Inc.Momentum follower	$310.6M	+45.1%	17 +4	CECO	2026-06-30
CA Claar Advisors LLCConcentrated strategy	$310.4M	+5.2%	17 +2	ITOT	2026-06-30
AC Applied Capital LLCDiversified strategy	$310.4M	+15.9%	54 +3	DFAC	2026-06-30
SI Stash Investments, LLCSector-focused	$310.2M	+20.3%	17 +12	VTI	2026-06-30
CH Carlton Hofferkamp & Jenks Wealth Management, LLCDiversified strategy	$310.2M	+3.6%	144 +2	RSP	2026-06-30
FW Firethorn Wealth Partners, LLCDiversified strategy	$310.2M	+13.8%	201 +10	JAAA	2026-06-30
BE Bonness Enterprises IncMomentum follower	$310.1M	+13.5%	56 -2	PGR	2026-06-30
GC GKV Capital Management Co., Inc.Diversified strategy	$309.9M	+16.2%	83 -5	NVDA	2026-06-30
SC Sonata Capital Group IncDiversified strategy	$309.9M	+14.3%	128 +5	IWF	2026-06-30
TL Tanglewood Legacy Advisors, LLCDiversified strategy	$309.8M	+12.1%	280 +11	IUSG	2026-06-30
RC Ratan Capital Management LPHigh-turnover trader	$309.8M	+15.0%	48 +11	SIMO	2026-06-30
OC Outlook Capital Management, LLCConcentrated strategy	$309.8M	—	42	MU	2026-06-30
OR One River Asset Management, LLCDiversified strategy	$309.8M	+13.4%	250 -5	SPY	2026-06-30
BW Blue Water Asset ManagementDiversified strategy	$309.8M	+7.0%	108 +5	PULS	2026-06-30
OF One Fin Capital Management LPContrarian	$309.8M	+10.5%	23 +3	NXT	2026-06-30
DI Disciplined Investments, LLCDiversified strategy	$309.6M	+11.2%	144 +3	DFIV	2026-06-30
BF Blacksheep Fund Management LtdSector-focused	$309.6M	+25.2%	7 -1	MA	2026-06-30
AC Axis Capital Holdings LTDConcentrated strategy	$309.3M	+14.4%	3	VOO	2026-06-30
SP SmartHarvest Portfolios, LLCDiversified strategy	$309.3M	+29.0%	461 +74	NVDA	2026-06-30
BN Bawa N Mallick TrustSector-focused	$309.1M	+26.6%	78 +9	SPY	2026-06-30
VC Vision Capital CorpHigh-turnover trader	$309.0M	-22.2%	15	IYR	2026-06-30
EF Eley Financial Management, IncDiversified strategy	$308.8M	+11.4%	72 +3	IVV	2026-06-30
GA Garner Asset Management CorpDiversified strategy	$308.4M	+20.9%	169 +13	QQQ	2026-06-30
FC Financial Council, LLCDiversified strategy	$308.3M	+18.9%	106 +5	CGGO	2026-06-30
ON Owls Nest Partners IA, LLCSector-focused	$308.2M	+7.9%	17 +4	TBBK	2026-06-30
WW Wealth Watch Advisors, INCDiversified strategy	$308.2M	+29.1%	142 +16	CAIE	2026-06-30
EC ER Collective Holdings, LLCConcentrated strategy	$308.0M	-5.6%	1	BILL	2026-06-30
DC Defender Capital, LLC.Momentum follower	$308.0M	+9.2%	37 +3	BRK-B	2026-06-30
FI FSA Investment Group, LLCMomentum follower	$307.9M	+23.9%	47 +2	SCHX	2026-06-30
PB Pivotal bioVenture Partners Investment Advisor LLCSector-focused	$307.8M	+10.0%	13	PCVX	2026-06-30
LC Lincoln Capital CORPDiversified strategy	$307.8M	+13.3%	99	SPYM	2026-06-30
AW Alliance Wealth Advisors, LLCDiversified strategy	$307.7M	+34.8%	173 +14	DGRO	2026-06-30
KF Kaizen Financial StrategiesDiversified strategy	$307.7M	+30.1%	176 +2	SMH	2026-06-30
GL Gemsstock Ltd.High-turnover trader	$307.5M	-67.6%	13 -15	GDX	2026-06-30
FC Family Capital Trust CoDiversified strategy	$307.4M	+11.3%	83 -6	ADBE	2026-06-30
EF Envision Financial Planning, LLCDiversified strategy	$307.3M	+11.2%	55 +4	FBND	2026-06-30
CC Compass Capital CORP /ma/ /advDiversified strategy	$307.3M	+10.0%	205 +3	QQQ	2026-06-30
FF Freedom Financial Partners LLCDiversified strategy	$306.9M	+9.3%	89 +1	VOO	2026-06-30
AA Asset Allocation & Management Company, LLCLong-term holder	$306.9M	+13.8%	67 -27	VTI	2026-06-30
SA SoundView Advisors Inc.Sector-focused	$306.9M	+9.2%	32 +1	VOO	2026-06-30
FS Funde Sino Life Insurance Co LtdConcentrated strategy	$306.8M	—	7 +6	MU	2026-06-30
GC GeoSphere Capital Management, LLCDiversified strategy	$306.3M	+33.9%	46 +4	SPY	2026-06-30
PV Palogic Value Management, L.P.Diversified strategy	$306.1M	+29.3%	198 +22	AAPL	2026-06-30
BC Blackhawk Capital Partners, LLCDiversified strategy	$306.1M	+12.3%	146 +5	SCHX	2026-06-30
DM Deseret Mutual Benefit AdministratorsDiversified strategy	$306.1M	+4.3%	518 +10	HYG	2026-06-30
CC Contrarian Capital Management, L.l.c.Momentum follower	$306.1M	-14.2%	19 -2	RJET	2026-06-30
PA PSquared Asset Management AGHigh-turnover trader	$306.0M	+6.5%	18 +3	WBD	2026-06-30
DO denkapparat Operations GmbHDiversified strategy	$305.9M	+26.6%	383 +50	ASML	2026-06-30
1N 1 North Wealth Services LLCDiversified strategy	$305.9M	+10.5%	309 +39	JEPI	2026-06-30

Showing 5,152-5,202 of 13,276 institutions