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
AT Advantage Trust CoDiversified strategy	$284.3M	+27.4%	197 +74	VO	2026-06-30
VW Vivid Wealth Management, LLCDiversified strategy	$284.2M	+15.0%	73 +7	IVV	2026-06-30
BP Bandera Partners LLCContrarian	$283.9M	+28.4%	19 +2	SGU	2026-06-30
CA Cumberland Advisors IncDiversified strategy	$283.8M	+11.1%	49 +1	SPY	2026-06-30
1W 1776 Wealth LLCDiversified strategy	$283.7M	+11.6%	152 +6	AAPL	2026-06-30
WM William Mack & Associates, Inc.Momentum follower	$283.7M	+62.2%	108 +35	VCSH	2026-06-30
CW Capstone Wealth Management Group, LLCDiversified strategy	$283.6M	+18.8%	96 -1	QQQM	2026-06-30
FL FreeGulliver LLCDiversified strategy	$283.6M	+19.6%	123 -37	JPM	2026-06-30
AF American Financial Group IncDiversified strategy	$283.6M	+5.2%	89 +2	C	2026-06-30
SI Sellwood Investment Partners LLCDiversified strategy	$283.6M	+11.7%	59	VOO	2026-06-30
GC Game Creek Capital, LPDiversified strategy	$283.3M	-5.8%	77 -16	MU	2026-06-30
BC Beaconlight Capital, LLCHigh-turnover trader	$283.3M	+49.2%	33 -1	SPY	2026-06-30
LW Lodestone Wealth Management LLCDiversified strategy	$283.3M	+12.3%	835 +3	CGCP	2026-06-30
FP Flagship Private Wealth, LLCDiversified strategy	$282.9M	+14.8%	116 +8	IVV	2026-06-30
MC Mendon Capital Advisors CORPDiversified strategy	$282.9M	+9.7%	90 -10	ABX	2026-06-30
SH Seneca House AdvisorsDiversified strategy	$282.9M	+12.4%	103 +7	RSP	2026-06-30
TS Thomas Story & Son LLCDiversified strategy	$282.8M	+8.6%	53 +2	AMD	2026-06-30
OF O'Connor Financial Group LLCDiversified strategy	$282.7M	+15.7%	69 +11	VOO	2026-06-30
SI Shariaportfolio, Inc.Sector-focused	$282.6M	+19.0%	43 +19	SPUS	2026-06-30
HC Hillman CoQuality / disciplined sizing	$282.6M	+9.9%	14	MTZ	2026-06-30
H& Hendley & Co IncDiversified strategy	$282.6M	+4.5%	47 +2	BRK-B	2026-06-30
BW BKM Wealth Management, LLCDiversified strategy	$282.4M	+3.1%	148	IVE	2026-06-30
SW Selby Wealth Management, LLCDiversified strategy	$282.1M	+11.1%	83 +2	JCPB	2026-06-30
KT Keeler Thomas Management LLCDiversified strategy	$282.1M	+19.4%	135 +17	USHY	2026-06-30
JF Juno Financial Group LLCDiversified strategy	$282.0M	+10.6%	73 +3	VXUS	2026-06-30
CW Chicago Wealth Management, Inc.Diversified strategy	$281.9M	+12.5%	63 +4	SOXX	2026-06-30
NW N10 Wealth, LLCDiversified strategy	$281.9M	—	75	CARY	2026-06-30
IC Intrepid Capital Management IncDiversified strategy	$281.9M	+8.2%	109 +3	DUHP	2026-06-30
AC Athos Capital LtdMomentum follower	$281.8M	-13.1%	38 -6	WBD	2026-06-30
MW McNaughton Wealth Management, LLCDiversified strategy	$281.6M	+16.5%	75 +5	VOO	2026-06-30
SM Southern Michigan Bank & TrustDiversified strategy	$281.3M	+7.9%	422 -2	SCHG	2026-06-30
MH Montz Harcus Wealth Management LLCDiversified strategy	$281.0M	+13.5%	100 +7	SPYM	2026-06-30
ML Mount Lucas Management LPDiversified strategy	$280.7M	+3.7%	168 +1	EWZ	2026-06-30
HF Houlihan Financial Resource Group, Ltd.Diversified strategy	$280.6M	+9.3%	113 +4	SPY	2026-06-30
RI Reliant Investment Management, LLCDiversified strategy	$280.5M	+35.2%	55 +2	AVGO	2026-06-30
WA Win Advisors, IncDiversified strategy	$280.5M	+28.3%	75 -3	PWB	2026-06-30
MW Maripau Wealth Management LLCDiversified strategy	$280.5M	+23.3%	177 +11	SPYM	2026-06-30
DC Dupont Capital Management CORPConcentrated strategy	$280.3M	-68.1%	41 -60	FBYDW	2026-06-30
FF Fluent Financial, LLCDiversified strategy	$280.2M	+2.5%	57 +14	EFA	2026-06-30
TS TradeWell Securities, LLC.Sector-focused	$280.1M	+18.1%	52 +2	VOO	2026-06-30
ER Employees' Retirement Fund of the City of Fort WorthMomentum follower	$280.1M	+21.6%	21	VCLT	2026-06-30
SC Sagil Capital LLPHigh-turnover trader	$280.0M	+6.5%	25 +5	VIST	2026-06-30
SL Silver Lake Advisory, LLCDiversified strategy	$279.9M	+11.0%	109 +6	GLW	2026-06-30
BA Bayshore Asset Management, LLCMomentum follower	$279.8M	+11.4%	52 +12	DFAT	2026-06-30
OC Orange County Employees Retirement SystemConcentrated strategy	$279.6M	+17.1%	2	OTF	2026-06-30
KF Keener Financial Planning LLCSector-focused	$279.6M	+17.5%	61 +3	SPTM	2026-06-30
MF Mechanics Financial CorpDiversified strategy	$279.5M	+17.1%	296 +64	GRC	2026-06-30
HW Hillcrest Wealth Advisors - NY, LLCMomentum follower	$279.4M	+13.2%	56 +5	VOO	2026-06-30
IW Invenio Wealth Partners LLCDiversified strategy	$279.2M	+10.9%	89	IVLU	2026-06-30
RW REDW Wealth LLCDiversified strategy	$279.1M	+11.3%	104 +5	VTI	2026-06-30
RC Roubaix Capital, LLCDiversified strategy	$278.9M	+30.2%	50 +7	SXT	2026-06-30

Showing 5,407-5,457 of 13,276 institutions