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
HC Hutner Capital Management IncMomentum follower	$252.1M	+3.6%	43 -1	BRK-A	2026-06-30
CK Christensen, King & Associates Investment Services, Inc.Diversified strategy	$251.7M	+8.0%	108 +3	SCHX	2026-06-30
KC Kintayl Capital LPDiversified strategy	$251.7M	+31.1%	61 +7	SPY	2026-06-30
UA Unifi Asset Management LPConcentrated strategy	$251.4M	-24.2%	62 -25	SPY	2026-06-30
RC Regency Capital Management Inc.\DEDiversified strategy	$251.4M	+12.5%	64 +4	BRK-B	2026-06-30
NF Norris Financial Group, LLCDiversified strategy	$251.3M	-18.0%	82 -15	SPY	2026-06-30
TW Tandem Wealth Advisors LLCDiversified strategy	$251.2M	+12.0%	48 +1	MDY	2026-06-30
BW Boyum Wealth Architects LLCDiversified strategy	$251.2M	+5.0%	72 -1	SCHB	2026-06-30
MW MOR Wealth Management, LLCDiversified strategy	$251.2M	+15.2%	122 +19	SCHG	2026-06-30
CF Client First Capital LLCMomentum follower	$251.1M	+8.9%	28	QQQ	2026-06-30
AA Aufman Associates IncSector-focused	$250.9M	+23.1%	67 +2	STX	2026-06-30
CW Compass Wealth Management, LLC/GADiversified strategy	$250.9M	+7.2%	74 +2	QLTA	2026-06-30
SM Saraza Management, LPMomentum follower	$250.9M	+5.1%	19 -1	V	2026-06-30
AF Abound Financial, LLCDiversified strategy	$250.8M	+9.6%	297 +14	SPSM	2026-06-30
LA Latitude Advisors, LLCDiversified strategy	$250.8M	+14.9%	239 +26	ARP	2026-06-30
BA Ballast Asset Management, LPDiversified strategy	$250.7M	+11.6%	53 +1	AZZ	2026-06-30
KS Keyes, Stange & Wooten Wealth Management, LLCDiversified strategy	$250.6M	+11.9%	74 +3	DCOR	2026-06-30
SI Sherborne Investors Management LPConcentrated strategy	$250.6M	+4.0%	1	NAVI	2026-06-30
PK Pflug Koory, LLCDiversified strategy	$250.3M	+14.7%	426 +7	BRK-A	2026-06-30
DC Dudley Capital Management, LLCDiversified strategy	$250.3M	+10.4%	151 +12	AAPL	2026-06-30
MA Mw Advisory, LLCDiversified strategy	$250.3M	—	139	KO	2026-06-30
QC Quadratic Capital Management LLCConcentrated strategy	$250.1M	-34.7%	2	SCHP	2026-06-30
JW Jupiter Wealth Management LLCDiversified strategy	$250.0M	-1.2%	93 +3	GOOGL	2026-06-30
MC Matisse CapitalDiversified strategy	$249.8M	+6.5%	180 -10	AAPL	2026-06-30
LW Level Wealth Management LLCLong-term holder	$249.7M	+17.0%	70 +3	VTI	2026-06-30
BF Brogan Financial, Inc.Momentum follower	$249.5M	+9.8%	64 +8	ACIO	2026-06-30
FH Fox Hill Wealth ManagementDiversified strategy	$249.4M	+20.0%	120 +3	MSFT	2026-06-30
M& Mirabaud & Cie SADiversified strategy	$249.2M	+1.4%	53 -1	NVDA	2026-06-30
RA Rockingstone Advisors LLCDiversified strategy	$249.1M	+14.3%	115 +2	JPST	2026-06-30
VM VPR Management LLCDiversified strategy	$249.0M	-0.5%	66 +1	VEA	2026-06-30
RS Rising Stella Capital Pte. LtdConcentrated strategy	$249.0M	+16.6%	3	QQQ	2026-06-30
GI Generali Investments Towarzystwo Funduszy InwestycyjnychDiversified strategy	$249.0M	+28.5%	151 +5	NVDA	2026-06-30
S& Schulhoff & Co IncDiversified strategy	$249.0M	+2.3%	135 +2	PG	2026-06-30
IF Independent Family Office, LLCDiversified strategy	$248.9M	+2.5%	85 -5	SPY	2026-06-30
US Union Savings BankDiversified strategy	$248.9M	+9.1%	411 +3	SPHQ	2026-06-30
CW Cascade Wealth Advisors, IncDiversified strategy	$248.9M	+9.3%	61 +1	SPYI	2026-06-30
WW Windle Wealth, LLCMomentum follower	$248.9M	+5.2%	35 +3	NVDA	2026-06-30
BW BlackDiamond Wealth Management, LLCDiversified strategy	$248.9M	+19.6%	226 +23	USFR	2026-06-30
FC Fogel Capital Management, Inc.Diversified strategy	$248.7M	+13.7%	57 +5	GOOGL	2026-06-30
SI Stuart Investment Advisors, Inc.Concentrated strategy	$248.6M	+8.6%	21 -6	VTI	2026-06-30
AF Alpha Family TrustDiversified strategy	$248.6M	+20.6%	200 -3	NVDA	2026-06-30
JS Jim Saulnier & Associates, LLCDiversified strategy	$248.6M	+21.0%	152 +13	AOR	2026-06-30
PS Pennsylvania State UniversityConcentrated strategy	$248.5M	+29.9%	3 +1	IAU	2026-06-30
FF Finley Financial, LLCDiversified strategy	$248.5M	+16.3%	110 +3	IWV	2026-06-30
PB Pavion Blue Capital, LLCDiversified strategy	$248.4M	+7.9%	111 +3	MSFT	2026-06-30
SW Steelhead Wealth Management LLCDiversified strategy	$248.4M	+25.9%	96 +12	QQQ	2026-06-30
TP Two Point Capital Management, Inc.Momentum follower	$248.2M	+8.4%	30 +2	GOOGL	2026-06-30
AT Arbor Trust Wealth Advisors, LLCDiversified strategy	$248.0M	+9.0%	96 +6	SCHF	2026-06-30
SF Seamount Financial Group IncDiversified strategy	$248.0M	+11.8%	141 +6	AAPL	2026-06-30
RF RHS Financial, LLCDiversified strategy	$247.9M	+17.4%	260 +36	FNDF	2026-06-30
DC Dilation Capital Management LPHigh-turnover trader	$247.8M	+24.4%	20	BA	2026-06-30

Showing 5,764-5,814 of 13,276 institutions