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
DP Denver PWM, LLCDiversified strategy	$305.7M	+5.1%	89 +2	SCHG	2026-06-30
AW Adapt Wealth Advisors, LLCDiversified strategy	$305.7M	+10.7%	94 -12	IVV	2026-06-30
TB Ted Buchan & CoDiversified strategy	$305.7M	+11.0%	95 +7	AGG	2026-06-30
TC Tekne Capital Management, LLCConcentrated strategy	$305.6M	+29.1%	9 +4	GDS	2026-06-30
QP Quartz Partners, LLCDiversified strategy	$305.3M	+18.0%	191 +23	SPHY	2026-06-30
WI WIM INVESTMENT MANAGEMENT LtdLong-term holder	$305.3M	-9.5%	26 +6	TSLA	2026-06-30
LI Lynx Investment AdvisoryDiversified strategy	$305.2M	+45.9%	465 +65	SPHQ	2026-06-30
BC Bond Capital Management, LPHigh-turnover trader	$305.2M	+178.1%	5 +1	—	2026-06-30
TB Texas Bank & Trust CoDiversified strategy	$305.1M	+14.6%	467 +62	AAPL	2026-06-30
AF Access Financial Services, Inc.Diversified strategy	$305.0M	+8.1%	103 +8	SCHX	2026-06-30
BD Borer Denton & Associates, Inc.Diversified strategy	$304.9M	+8.8%	74 +8	MSFT	2026-06-30
AC Allred Capital Management, LLCDiversified strategy	$304.5M	+10.9%	162 +7	SHV	2026-06-30
CA Carroll Advisory Group, LLCDiversified strategy	$304.5M	+18.2%	93 +25	VOO	2026-06-30
IP IronBridge Private Wealth, LLCSector-focused	$304.4M	-1.8%	81 +3	NVDA	2026-06-30
FS First Sabrepoint Capital Management LPMomentum follower	$304.1M	+10.3%	27 -2	TPB	2026-06-30
R& Roehl & Yi Investment Advisors, LLCDiversified strategy	$303.9M	+14.1%	194 +14	MINT	2026-06-30
EM Excalibur Management CORPDiversified strategy	$303.5M	+9.0%	175 +15	CSL	2026-06-30
CC Carmel Capital Partners, LLCDiversified strategy	$303.3M	+9.5%	148 +30	USFR	2026-06-30
FT Four Tree Island Advisory LLCSector-focused	$303.2M	+53.0%	24 +1	LRCX	2026-06-30
B& Brick & Kyle, AssociatesDiversified strategy	$302.9M	0.0%	96	AAPL	2026-06-30
DK David Kennon IncSector-focused	$302.6M	+8.5%	45 +4	VOO	2026-06-30
FD First Dallas Securities Inc.Diversified strategy	$302.6M	+11.9%	125 +7	NVDA	2026-06-30
LW Landmark Wealth Management, Inc.Sector-focused	$302.2M	+14.0%	71 +1	VOO	2026-06-30
4W 44 Wealth Management LLCDiversified strategy	$302.1M	+5.7%	184 +1	MSFT	2026-06-30
RW Rede Wealth, LLCConcentrated strategy	$302.0M	+8.6%	118 +9	BRK-A	2026-06-30
AF Armstrong, Fleming & Moore, IncDiversified strategy	$301.9M	+28.2%	115 +7	AVLV	2026-06-30
JC Jackson Creek Investment Advisors LLCDiversified strategy	$301.8M	-11.1%	312 +19	VIRT	2026-06-30
OF OMC Financial Services LTDDiversified strategy	$301.8M	+17.0%	61 -3	NVDA	2026-06-30
MH Manatuck Hill Partners, LLCDiversified strategy	$301.7M	-18.5%	129 +13	APPS	2026-06-30
EF E Fund ManagementDiversified strategy	$301.5M	+37.1%	551 +60	IVV	2026-06-30
BW BCU Wealth Advisors, LLCConcentrated strategy	$301.1M	+12.2%	63 +3	DFAC	2026-06-30
AA ACT Advisors, LLC.Diversified strategy	$300.8M	+27.9%	84 +6	DFAU	2026-06-30
TW Traveka Wealth, LLCDiversified strategy	$300.7M	+14.8%	199 +13	IVV	2026-06-30
VU Valence8 US LPMomentum follower	$300.5M	+5.0%	15 +1	QUAL	2026-06-30
IT Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaDiversified strategy	$300.5M	+24.1%	199 +8	NVDA	2026-06-30
RW Rasp Wealth Solutions, LLCConcentrated strategy	$300.4M	—	97	LLY	2026-06-30
CI Caerus Investment Advisors, LLCDiversified strategy	$300.3M	-2.7%	339 +28	VOO	2026-06-30
BO Bull Oak Capital, LLCMomentum follower	$300.2M	+15.4%	40 +2	IVV	2026-06-30
RC Rainwater Charitable FoundationConcentrated strategy	$300.1M	+55.0%	4	VTI	2026-06-30
BI Breach Inlet Capital Management, LLCSector-focused	$300.0M	-1.5%	10 -2	PRG	2026-06-30
SW Sculati Wealth Management, LLCDiversified strategy	$299.8M	+10.7%	123 +7	BRK-B	2026-06-30
NA Nutshell Asset Management LtdDiversified strategy	$299.8M	+62.9%	45 +10	NVDA	2026-06-30
FS Financial Symmetry IncMomentum follower	$299.7M	+6.5%	68 +5	DFAC	2026-06-30
MI Martin Investment Management, LLCDiversified strategy	$299.6M	-10.3%	47 +1	NVS	2026-06-30
EB Eagle Bluffs Wealth Management LLCDiversified strategy	$299.2M	+16.6%	86 +6	BBN	2026-06-30
AI Avanda Investment Management Pte. Ltd.High-turnover trader	$299.2M	+373.9%	41 +17	EWT	2026-06-30
AC Acorn Creek Capital LLCDiversified strategy	$299.2M	+6.8%	87 +3	VTV	2026-06-30
KW Kondo Wealth Advisors, Inc.Diversified strategy	$299.2M	+12.6%	75 +6	ITOT	2026-06-30
WF Woodward Financial Advisors, Inc.Diversified strategy	$299.1M	—	66	IVV	2026-06-30
MW Maltin Wealth Management, Inc.Diversified strategy	$299.0M	+14.3%	146 +10	PXF	2026-06-30
SI Schear Investment Advisers, LLCDiversified strategy	$299.0M	+31.9%	83 +6	MU	2026-06-30

Showing 5,203-5,253 of 13,276 institutions