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
BI Breakwater Investment ManagementDiversified strategy	$293.7M	+9.2%	600 +94	VTI	2026-06-30
DR Decker Retirement Planning Inc.Diversified strategy	$293.7M	+33.0%	441 +157	SGOV	2026-06-30
MF Meridian Financial Partners LLCDiversified strategy	$293.3M	+11.5%	119 -2	VOO	2026-06-30
DI DC Investments Management, LLCMomentum follower	$293.3M	+12.3%	55 -21	VT	2026-06-30
WA Wealth Advisors Northwest LLCSector-focused	$293.2M	+23.0%	65 +8	DFAC	2026-06-30
FI FIDELIS iM, LLCSector-focused	$293.2M	+11.0%	27 +2	SCHX	2026-06-30
PM Prudent Man Investment Management, Inc.Sector-focused	$293.1M	-1.4%	169	DFAC	2026-06-30
ZI Zullo Investment Group, Inc.Diversified strategy	$293.1M	+11.2%	157 -1	AAPL	2026-06-30
LI Lhm, Inc.Sector-focused	$293.1M	+15.4%	24 +2	VTI	2026-06-30
CC Colorado Capital Management, Inc.Diversified strategy	$293.1M	+9.3%	101 -4	USSG	2026-06-30
SC Stonehearth Capital Management, LLCDiversified strategy	$293.1M	+16.1%	94 -2	MTUM	2026-06-30
SM Samjo Management, LLCDiversified strategy	$293.0M	+26.7%	83 -1	PDFS	2026-06-30
BR Bay Rivers GroupDiversified strategy	$293.0M	+22.1%	126 +17	AAPL	2026-06-30
PC Pacifica Capital Investments, LLCSector-focused	$292.9M	-0.3%	15	BRK-B	2026-06-30
EC Eagle Capital Management, LLCDiversified strategy	$292.9M	+15.5%	50 +1	SCHD	2026-06-30
JF JDM Financial Group LLCDiversified strategy	$292.9M	+12.9%	332 +14	BKLC	2026-06-30
AF Abbot Financial Management, Inc.Diversified strategy	$292.8M	+22.3%	141 +3	VOO	2026-06-30
M& Muzinich & Co., Inc.Sector-focused	$292.7M	+2.4%	38	ARCC	2026-06-30
AI Archer Investment Management, LLCDiversified strategy	$292.7M	+23.1%	110 +2	IVV	2026-06-30
WI Wittenberg Investment Management, Inc.Diversified strategy	$292.5M	+8.7%	78 +4	BRK-B	2026-06-30
SM Salzhauer MichaelSector-focused	$292.4M	+37.8%	89 +14	BAC	2026-06-30
MW Marathon Wealth Advisors LLCDiversified strategy	$292.4M	+19.9%	76 +3	NVDA	2026-06-30
PI PineBridge Investments Asia LtdConcentrated strategy	$292.4M	+1.1%	7	SHY	2026-06-30
HC Heathbridge Capital Management Ltd.Quality / disciplined sizing	$292.4M	+6.2%	28 -1	TD	2026-06-30
SP Shore Point Advisors, LLCDiversified strategy	$292.4M	+15.5%	77 +1	JMOM	2026-06-30
AP Advisortrust Partners, LLCDiversified strategy	$292.3M	+21.6%	199 -56	SPY	2026-06-30
FC Freshford Capital Management, LLCMomentum follower	$292.3M	+46.0%	63 +10	FICO	2026-06-30
SC SWAN Capital LLCDiversified strategy	$292.2M	+7.4%	580 +26	VYMI	2026-06-30
SC Solstein Capital, LLCDiversified strategy	$292.1M	+19.9%	434 -7	SPY	2026-06-30
MI Matthews International Capital Management LLCMomentum follower	$291.7M	+18.4%	32 -5	UMC	2026-06-30
BC Buckhead Capital Management LLCDiversified strategy	$291.6M	+9.9%	149 +1	AAPL	2026-06-30
FD Fidelity D & D Bancorp IncDiversified strategy	$291.4M	+16.8%	174 +8	SPDW	2026-06-30
TW Trellis Wealth Advisors LLCSector-focused	$291.3M	+10.9%	49 +2	DFAX	2026-06-30
YC Yiheng Capital Management, L.P.Sector-focused	$291.3M	+26.3%	32 +8	NOAH	2026-06-30
NT Napean Trading & Investment CoConcentrated strategy	$291.1M	+25.0%	16	NAVN	2026-06-30
HM HS Management Partners, LLCMomentum follower	$291.1M	+1.9%	24	GOOG	2026-06-30
IA Iridian Asset Management Llc/ctMomentum follower	$291.1M	+18.0%	45 +1	ACVA	2026-06-30
MP Maloon Powers Pitre Higgins & Dennehy, LLCDiversified strategy	$291.0M	—	147	AAPL	2026-06-30
TP Tranquility Partners, LLCDiversified strategy	$291.0M	+9.8%	232 +6	MSFT	2026-06-30
AC Arch Capital Group LTD.Concentrated strategy	$291.0M	+0.2%	4	JAAA	2026-06-30
PW Power Wealth Management LLCDiversified strategy	$290.9M	+8.3%	118 +22	FBND	2026-06-30
AC AMS Capital LtdaContrarian	$290.9M	+13.0%	14 -1	IVV	2026-06-30
SV Shared Vision Wealth Group LLCDiversified strategy	$290.9M	+18.6%	114 +19	AAPL	2026-06-30
SI Strategic Investment Management, LLCMomentum follower	$290.5M	+21.3%	16 +2	VOO	2026-06-30
LI LifePlan Investment Advisors, Inc.Diversified strategy	$290.5M	+14.2%	131 +9	IVV	2026-06-30
VG Visualize Group LPSector-focused	$290.5M	+19.6%	11 +1	RSP	2026-06-30
NC Nokomis Capital, L.L.C.Diversified strategy	$290.3M	-16.7%	55	IAUX	2026-06-30
BC Bayberry Capital Partners LPContrarian	$290.2M	-10.2%	27 -3	CSTM	2026-06-30
NW NerdWallet Wealth Partners, LLCMomentum follower	$290.2M	+26.6%	69 +10	IVV	2026-06-30
FC Foresite Capital Management IV, LLCConcentrated strategy	$290.2M	+22.4%	6 -2	PHVS	2026-06-30
KL Kite Lake Capital ManagementHigh-turnover trader	$289.9M	+132.5%	16 -2	CZR	2026-06-30

Showing 5,305-5,355 of 13,276 institutions