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
ML Myecfo, LLCMomentum follower	$265.0M	+10.9%	73 +7	SCHB	2026-06-30
GL Ghe, LLCConcentrated strategy	$264.9M	+10.1%	57 +3	NVDA	2026-06-30
RP Raelipskie PartnershipDiversified strategy	$264.8M	+12.1%	124 +5	SPY	2026-06-30
WU Washington UniversityConcentrated strategy	$264.8M	+65.3%	3 +1	NU	2026-06-30
KG Keystone Global Partners, LLCDiversified strategy	$264.5M	+17.4%	57 +3	XLK	2026-06-30
SJ St. Johns Investment Management Company, LLCDiversified strategy	$264.4M	+11.3%	201 +8	SCHX	2026-06-30
KW Keyvantage Wealth, LLCDiversified strategy	$264.4M	+16.4%	97 +5	SCHF	2026-06-30
VA Verity Asset Management, Inc.Diversified strategy	$264.4M	+10.9%	223 +10	SPY	2026-06-30
BW Boyd Wealth Management, LLCDiversified strategy	$264.2M	+11.7%	47 -1	VOO	2026-06-30
CP Corecam Pte. Ltd.Diversified strategy	$264.1M	+14.5%	82 +17	GLD	2026-06-30
WF Wayfinding Financial, LLCDiversified strategy	$264.0M	+14.7%	171 +14	MSFT	2026-06-30
WM Wasserstein Management, L.P.Concentrated strategy	$264.0M	+39.8%	8 +4	CLMT	2026-06-30
AG Aragon Global Management, LPContrarian	$263.9M	+84.1%	23 +5	QQQ	2026-06-30
AZ Alpha Zero LLCDiversified strategy	$263.8M	+33.5%	107 +28	SCHX	2026-06-30
BW BlueChip Wealth Advisors LLCDiversified strategy	$263.8M	+15.8%	172 +25	SPY	2026-06-30
PW Physician Wealth Solutions Inc.Diversified strategy	$263.8M	+9.2%	45	DFAU	2026-06-30
NW Navis Wealth Advisors, LLCDiversified strategy	$263.7M	+34.6%	175	SYM	2026-06-30
GF GGM Financial LLCMomentum follower	$263.7M	+21.4%	265 +29	JGRO	2026-06-30
GS Greenfield Savings BankDiversified strategy	$263.7M	+12.4%	148 +5	AAPL	2026-06-30
GC GatePass Capital, LLCDiversified strategy	$263.5M	+22.9%	189 +13	CINF	2026-06-30
VC VARCOV Co.Diversified strategy	$263.4M	-1.8%	352 -11	KMX	2026-06-30
IA Investmark Advisory Group LLCDiversified strategy	$263.3M	+12.7%	148 +6	DFUS	2026-06-30
HW Heritage Wealth Management, Inc. /CA/Diversified strategy	$263.2M	+45.2%	115 +19	SPY	2026-06-30
KA Krensavage Asset Management, LLCSector-focused	$263.2M	+2.9%	18 -2	ENTA	2026-06-30
AI Alternative Investment Advisors, LLC.Concentrated strategy	$263.1M	+14.8%	78 +2	IVV	2026-06-30
CC Cambridge Capital Management, LLCDiversified strategy	$263.0M	+13.3%	47 +3	VTV	2026-06-30
HP Haven Private, LLCDiversified strategy	$263.0M	+14.5%	171 +5	USFR	2026-06-30
BC Birmingham Capital Management Co Inc/alDiversified strategy	$263.0M	+10.9%	90 +1	CAT	2026-06-30
5S 5th Street Advisors, LLCDiversified strategy	$262.9M	+13.3%	77 +6	VEU	2026-06-30
PC Purkiss Capital Advisors LLCDiversified strategy	$262.7M	+15.5%	189 +21	BRK-B	2026-06-30
FF Financial Futures Ltd Liability Co.Diversified strategy	$262.6M	+15.4%	80 +8	VCIT	2026-06-30
MP Melone Private Wealth, LLCDiversified strategy	$262.6M	+7.2%	58 -2	DUSA	2026-06-30
MW Massachusetts Wealth ManagementDiversified strategy	$262.5M	+13.8%	98	JPST	2026-06-30
FA Fortitude Advisory Group L.L.C.Diversified strategy	$261.8M	+17.7%	238 +12	VUSB	2026-06-30
MW MOKAN Wealth Management Inc.Diversified strategy	$261.7M	+15.8%	95 -14	VGSH	2026-06-30
EW Eagle Wealth Strategies LLCMomentum follower	$261.7M	+14.8%	118 +4	VOO	2026-06-30
WA Werlinich Asset Management, LLCDiversified strategy	$261.7M	+26.9%	58 +2	NVDA	2026-06-30
TL Twin Lakes Capital Management, LLCDiversified strategy	$261.5M	+18.9%	210 -11	STX	2026-06-30
AW Alkeme Wealth, LLCDiversified strategy	$261.4M	+6.8%	101 +3	ICSH	2026-06-30
SB Silverberg Bernstein Capital Management LLCDiversified strategy	$261.1M	+43.8%	70 +2	MTSI	2026-06-30
FA Fairtree Asset ManagementDiversified strategy	$260.9M	+19.8%	96	MSFT	2026-06-30
NI NYL Investors LLCSector-focused	$260.8M	-1.4%	29 -2	VCLT	2026-06-30
NF Northbridge Financial Group, LLCDiversified strategy	$260.8M	+12.2%	184 +16	NVDA	2026-06-30
HF Horizon Financial Services, LLCDiversified strategy	$260.8M	+15.3%	646 +221	SPYG	2026-06-30
BW Bravera WealthDiversified strategy	$260.8M	+17.4%	352 -58	VOO	2026-06-30
RA Revere Asset Management, IncHigh-turnover trader	$260.6M	+33.5%	37 +10	SPYM	2026-06-30
TA Tealwood Asset Management IncDiversified strategy	$260.5M	+18.5%	121 +3	DELL	2026-06-30
RF Robbins FarleyDiversified strategy	$260.4M	+15.3%	157 +14	NVDA	2026-06-30
MM Marnell Management LLCDiversified strategy	$260.4M	-9.4%	69 -3	QQQ	2026-06-30
4A 4D Advisors, LLCHigh-turnover trader	$260.3M	+65.0%	37 +3	KNX	2026-06-30
WC Weik Capital ManagementDiversified strategy	$260.3M	+3.6%	93 +3	GOOG	2026-06-30

Showing 5,611-5,661 of 13,276 institutions