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 Madden Advisory Services, Inc.Diversified strategy	$278.9M	+9.9%	110 +2	VOO	2026-06-30
YP YANKCOM PartnershipDiversified strategy	$278.8M	+14.6%	544 -90	VEA	2026-06-30
CC Campbell Capital Management IncMomentum follower	$278.8M	+33.3%	37 +6	GOOG	2026-06-30
R& Ruggaard & Associates LLCDiversified strategy	$278.7M	+10.4%	147 +8	CGDV	2026-06-30
AA Altman Advisors, Inc.Diversified strategy	$278.7M	+15.5%	93 +16	IEUR	2026-06-30
CA Cresta Advisors, Ltd.Diversified strategy	$278.6M	+14.1%	54 +1	SPY	2026-06-30
OF Optimize Financial Inc.Diversified strategy	$278.4M	+36.9%	294 -3	SNDK	2026-06-30
YW Yarger Wealth Strategies, LLCDiversified strategy	$278.4M	+12.1%	136 +11	TDVG	2026-06-30
QP Quantum Portfolio Management LLCDiversified strategy	$278.3M	+21.2%	557 +303	AAPL	2026-06-30
SI Shaker Investments Llc/ohDiversified strategy	$278.2M	+26.6%	87 +5	AX	2026-06-30
G& Graney & King, LLCDiversified strategy	$278.2M	+50.0%	383 +13	IXUS	2026-06-30
QI Quad-Cities Investment Group, LLCDiversified strategy	$278.2M	+10.9%	209 +9	AAPL	2026-06-30
EW Equity Wealth Partners, LLCDiversified strategy	$278.2M	+79.8%	109 +33	VO	2026-06-30
FI FNY Investment Advisers, LLCDiversified strategy	$278.2M	+21.6%	989 +149	NUVL	2026-06-30
FA Fearnley Asset Management AsSector-focused	$278.1M	-9.1%	16 -3	SM	2026-06-30
SW SFG Wealth Management, LLC.Diversified strategy	$278.1M	+14.5%	113 +13	SPYM	2026-06-30
FF Forum Finance Group S.A.Diversified strategy	$278.0M	+50.7%	344 +23	GOOGL	2026-06-30
AC Ananym Capital Management, LPMomentum follower	$278.0M	+6.0%	8 -2	VAC	2026-06-30
US Union Square Park Capital Management, LLCDiversified strategy	$278.0M	+57.9%	60 +2	SPY	2026-06-30
RP Retirement Planning Co of New England, Inc.Diversified strategy	$277.9M	+13.0%	260 +12	NVDA	2026-06-30
VO Vision One Management Partners, LPSector-focused	$277.8M	+19.7%	8 -1	HXL	2026-06-30
HA Hanover Advisors IncMomentum follower	$277.6M	+12.8%	122 +4	VTI	2026-06-30
CI Cordant, Inc.Diversified strategy	$277.6M	+12.7%	353 +278	VEA	2026-06-30
IC Integrated Capital Management, LLCDiversified strategy	$277.6M	+17.1%	58 -4	IVV	2026-06-30
OF Onyx Financial Advisors, LLCConcentrated strategy	$277.5M	+15.2%	18	DFAC	2026-06-30
SE School Employees Retirement Board Of OhioConcentrated strategy	$277.5M	+13.2%	6	IAUM	2026-06-30
PB Prime Buchholz LLCMomentum follower	$277.4M	+45.0%	40 +18	EMXC	2026-06-30
BW Buska Wealth Management, LLCDiversified strategy	$277.3M	+11.4%	81 +7	IVV	2026-06-30
HS Hubbell Strickland Wealth Management, LLCLong-term holder	$277.1M	+10.4%	87 +4	VIG	2026-06-30
VA Values Added Financial LLCDiversified strategy	$276.9M	+16.5%	147 +13	SPDW	2026-06-30
GC Gables Capital Management Inc.Diversified strategy	$276.9M	+17.3%	508 +36	NVDA	2026-06-30
AW Altus Wealth Group LLCDiversified strategy	$276.8M	+13.4%	155 +11	IVV	2026-06-30
EA Exane Asset ManagementQuality / disciplined sizing	$276.7M	-43.4%	28 -4	SW	2026-06-30
MW Mid-American Wealth Advisory Group, Inc.Diversified strategy	$276.6M	+16.9%	66 +11	PAYM	2026-06-30
TW Tumwater Wealth Management, LLCMomentum follower	$276.5M	+11.2%	33 -1	DFAX	2026-06-30
WR Wd Rutherford LLCDiversified strategy	$276.3M	+22.8%	75 +4	NVDA	2026-06-30
BI Bigelow Investment Advisors, LLCDiversified strategy	$276.2M	+10.6%	157 +4	IVV	2026-06-30
DC Dean Capital ManagementDiversified strategy	$276.1M	+14.4%	113 +1	JAZZ	2026-06-30
CP Creekside PartnersDiversified strategy	$276.1M	+13.7%	193 +10	SCHF	2026-06-30
KG Kilter Group LLCDiversified strategy	$276.1M	+18.9%	1,580 +12	IVV	2026-06-30
WL WealthCollab, LLCDiversified strategy	$276.1M	+13.7%	1,060 +1	SSRM	2026-06-30
TI Tiemann Investment Advisors, LLCDiversified strategy	$276.1M	+8.3%	207 +3	AGG	2026-06-30
M& Mine & Arao Wealth Creation & Management, LLC.Momentum follower	$275.9M	+15.8%	78 +3	QQQ	2026-06-30
MA MRA Advisory GroupDiversified strategy	$275.8M	+12.5%	159 +17	VGK	2026-06-30
IC Islander Capital Partners, L.P.Momentum follower	$275.7M	-10.4%	13 -4	SPOT	2026-06-30
WA Wealth Analytics Partners, LLCLong-term holder	$275.7M	+12.1%	50 +4	VUG	2026-06-30
GW Greykasell Wealth Strategies, Inc.Diversified strategy	$275.5M	+11.1%	483 -84	IOO	2026-06-30
DW Dopkins Wealth Management, LLCDiversified strategy	$275.2M	+10.6%	90 -2	DFAC	2026-06-30
VW Valued Wealth Advisors LLCMomentum follower	$275.2M	+11.5%	913 +162	DFAU	2026-06-30
UW Unique Wealth Strategies, LLCDiversified strategy	$275.1M	+11.6%	223 +8	IVV	2026-06-30
SC Spreng Capital Management, Inc.Diversified strategy	$274.9M	+29.7%	77 +11	IVV	2026-06-30

Showing 5,458-5,508 of 13,276 institutions