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
CC Citrine Capital LLCSector-focused	$270.2M	+17.1%	60 +2	DFSU	2026-06-30
EL Entrewealth, LLCDiversified strategy	$269.9M	+21.0%	140 +36	DFAU	2026-06-30
PF Paces Ferry Wealth Advisors, LLCDiversified strategy	$269.9M	+11.9%	144 +9	SCHG	2026-06-30
NF NavPoint Financial, Inc.Diversified strategy	$269.9M	+9.1%	74 +3	JPIE	2026-06-30
VP Verisail Partners, LLCSector-focused	$269.8M	+9.4%	26 +1	DFAC	2026-06-30
TW Titan WealthDiversified strategy	$269.3M	+16.3%	51	GOOG	2026-06-30
AF Allie Family Office LLCDiversified strategy	$269.3M	+17.4%	107 +4	SPY	2026-06-30
RA Rosalind Advisors, Inc.Momentum follower	$269.2M	+8.2%	35 -3	DCTH	2026-06-30
GP Game Plan Financial Advisors, LLCDiversified strategy	$269.2M	+21.1%	465 +117	GOOG	2026-06-30
PM Plustick Management LLCMomentum follower	$269.0M	+29.9%	31 +3	ATEX	2026-06-30
ZE Zeno Equity Partners LLPMomentum follower	$269.0M	+9.2%	16 +3	DHR	2026-06-30
LB Landesbank Baden-wuerttembergConcentrated strategy	$268.8M	-45.1%	6 -1	FERROVIAL SE	2026-06-30
5W 5T Wealth, LLCDiversified strategy	$268.5M	+6.1%	134 +5	BBUS	2026-06-30
VF V2 Financial group LLCMomentum follower	$268.5M	+25.0%	123 +15	SPY	2026-06-30
OC Oakcliff Capital Partners, LPMomentum follower	$268.5M	+18.4%	9 +1	IBKR	2026-06-30
CC Cordgrass Capital Advisors, LLCDiversified strategy	$268.4M	-37.1%	225 -52	CAT	2026-06-30
CL Carnegie Lake Advisors LLCDiversified strategy	$268.2M	+6.5%	168 +1	AAPL	2026-06-30
MR Mad River InvestorsSector-focused	$268.1M	-3.5%	30 -2	TPL	2026-06-30
MI Moneywise, Inc.Diversified strategy	$268.1M	+17.1%	86 +4	SCHX	2026-06-30
AP Aspect Partners, LLCDiversified strategy	$268.0M	+9.6%	905 -52	SPY	2026-06-30
AB Anb BankDiversified strategy	$268.0M	+8.4%	201 -1	IJH	2026-06-30
EP Everest Private WealthDiversified strategy	$268.0M	+35.8%	85 +13	DFUS	2026-06-30
EA Empower Annuity Insurance CoConcentrated strategy	$268.0M	+0.1%	1	LQD	2026-06-30
NE New England Professional Planning Group Inc.Sector-focused	$267.9M	+12.0%	50 +1	IVV	2026-06-30
SS Smith Shellnut Wilson LLC /advDiversified strategy	$267.9M	+16.9%	161 +16	IVV	2026-06-30
WS Washington State Investment BoardConcentrated strategy	$267.8M	+6.6%	2	FTAI	2026-06-30
CF Compass Financial Services IncDiversified strategy	$267.5M	+15.9%	57 +1	SPYM	2026-06-30
HC HMS Capital Management, LLCDiversified strategy	$267.4M	+3.4%	120 +5	SPY	2026-06-30
J& Johnson & White Wealth Management, LLCDiversified strategy	$267.3M	+13.1%	117 +11	PXF	2026-06-30
FG Financial Guidance Group, Inc.Diversified strategy	$267.3M	+7.4%	91 +2	QQQ	2026-06-30
FP Financial Planning Navigators CORPMomentum follower	$267.2M	+17.1%	70 +19	VV	2026-06-30
RI Ridgewood Investments LLCDiversified strategy	$267.2M	+9.3%	208	BRK-B	2026-06-30
EW Element Wealth, LLCDiversified strategy	$267.1M	+10.2%	214 +7	IVV	2026-06-30
FA FF Advisors,LLCDiversified strategy	$267.0M	+8.2%	123 +9	QQQ	2026-06-30
DF Dupree Financial Group, LLCDiversified strategy	$266.9M	+7.4%	121 +13	AGNC	2026-06-30
BW Beta Wealth Group, Inc.Diversified strategy	$266.6M	+10.3%	120 +3	QLTI	2026-06-30
FO Family Office Research LLCDiversified strategy	$266.6M	+15.8%	85 +10	MAR	2026-06-30
HB Howard Bailey Securities, LLCDiversified strategy	$266.6M	+9.6%	121 -1	IWY	2026-06-30
SS Ssa Swiss Advisors AGDiversified strategy	$266.5M	+23.6%	107 +13	AMAT	2026-06-30
MH Mishpacha Holdings CORPConcentrated strategy	$266.3M	+116.4%	5 +2	MU	2026-06-30
FC Forager Capital Management, LLCMomentum follower	$265.9M	+32.4%	10	RPAY	2026-06-30
RG Retirement Guys Formula LLCDiversified strategy	$265.7M	+22.2%	158 +4	JPST	2026-06-30
VF Vawter Financial, Ltd.Diversified strategy	$265.5M	+11.7%	131 +9	JBND	2026-06-30
IL IMPACTfolio, LLCSector-focused	$265.5M	+12.8%	37 +2	ESGV	2026-06-30
BC Ballentine Capital Advisors, IncSector-focused	$265.4M	+9.9%	26 -1	DFAC	2026-06-30
WF WMG Financial Advisors, LLCMomentum follower	$265.4M	+10.7%	187 +10	AVUS	2026-06-30
CS Caldwell Sutter Capital, Inc.Diversified strategy	$265.2M	+7.9%	930 +36	AAPL	2026-06-30
SF Strategic Financial Partners, Ltd.Diversified strategy	$265.1M	+14.5%	88 +7	SPYM	2026-06-30
HF Hippocratic Financial Advisors, LLCSector-focused	$265.1M	+16.3%	39 +6	IWB	2026-06-30
PI Pachira Investments Inc.Diversified strategy	$265.0M	+23.8%	78 +6	MGV	2026-06-30
MC Mount Capital LtdMomentum follower	$265.0M	+6.8%	17 -1	SCHW	2026-06-30

Showing 5,560-5,610 of 13,276 institutions