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 Cunning Capital Partners, LPDiversified strategy	$247.8M	+26.1%	55 -1	KLAC	2026-06-30
TB True BlueConcentrated strategy	$247.8M	+22.0%	3	GOOG	2026-06-30
LC Lynx Capital Group LTD /advDiversified strategy	$247.7M	+15.2%	91 +8	RSP	2026-06-30
GW GoalFusion Wealth Management, LLCSector-focused	$247.7M	+12.3%	32 +2	IVV	2026-06-30
WJ William John SempolinskiDiversified strategy	$247.7M	+24.4%	106 +13	NVDA	2026-06-30
EF Elite Financial, Inc.Diversified strategy	$247.6M	+11.0%	55 +1	VTV	2026-06-30
NB North Berkeley Wealth Management, LLCDiversified strategy	$247.4M	+30.8%	77 +4	AGG	2026-06-30
CW Councilor Wealth, LLCDiversified strategy	$247.2M	+20.0%	88 +4	SCHX	2026-06-30
TA Torque Asset Management LLCMomentum follower	$247.0M	-2.8%	11 -1	AMZN	2026-06-30
PP PFS Partners, LLCDiversified strategy	$247.0M	+13.2%	599 +9	JAAA	2026-06-30
FU Fairfield UniversityConcentrated strategy	$247.0M	+23.7%	4	VOO	2026-06-30
DF Dixon Fnancial Services, Inc.Sector-focused	$246.9M	+10.8%	48 +4	DFIV	2026-06-30
BS Blue Square Asset Management, LLCDiversified strategy	$246.8M	+17.2%	74 +4	VOO	2026-06-30
TI Tribune Investment Group LPHigh-turnover trader	$246.7M	-5.5%	34 +4	SPY	2026-06-30
GP Garrison Point Advisors, LLCDiversified strategy	$246.6M	+12.5%	176 +8	AAPL	2026-06-30
TI TTP Investments, Inc.Sector-focused	$246.5M	+2.8%	30 -5	SSO	2026-06-30
AS American State BankDiversified strategy	$246.5M	+18.4%	139 +3	NVDA	2026-06-30
AC Archon Capital Management LLCSector-focused	$246.3M	+39.0%	43 -2	BAND	2026-06-30
UA Unison Asset Management LLCMomentum follower	$246.2M	+12.6%	32	GOOGL	2026-06-30
AC Applied Capital LLC/FLLong-term holder	$246.2M	+16.3%	95 +3	SPY	2026-06-30
MC Midwest Capital Advisors, LLCMomentum follower	$246.2M	+15.0%	210 +11	SCHG	2026-06-30
MM Murphy, Middleton, Hinkle & Parker, Inc.Diversified strategy	$246.1M	+14.1%	140 +7	SCHG	2026-06-30
NA NorthStar Asset Management LLC /NJ/Diversified strategy	$246.0M	+18.8%	106 +10	IUSG	2026-06-30
SW Steinberganna Wealth ManagementDiversified strategy	$246.0M	+18.1%	139 +7	ITOT	2026-06-30
TS Taylor Securities Services, Inc.Momentum follower	$245.9M	+14.8%	63 +8	HEGD	2026-06-30
PP Postrock Partners LLCDiversified strategy	$245.9M	+13.8%	78 -4	AAPL	2026-06-30
SF Socha Financial Group, LLCSector-focused	$245.9M	+24.7%	14	QQQ	2026-06-30
WC Warburton Capital Management, LLCSector-focused	$245.9M	+19.9%	75 +7	DFAC	2026-06-30
KG Kieckhefer Group LLCSector-focused	$245.7M	+16.1%	65 +7	NVDA	2026-06-30
LF LCC Family Corp.High-turnover trader	$245.7M	-15.8%	1	TRI	2026-06-30
FC Fire Capital Management LLCDiversified strategy	$245.7M	+15.1%	122 +14	NVDA	2026-06-30
PC P2 Capital Partners, LLCSector-focused	$245.6M	+17.0%	12 +2	ACHC	2026-06-30
BM Beaton Management Co. Inc.Diversified strategy	$245.4M	+9.3%	157 +11	NVDA	2026-06-30
SF STAR Financial BankDiversified strategy	$245.4M	+15.8%	109 -4	VTV	2026-06-30
AW Avondale Wealth ManagementDiversified strategy	$245.3M	+20.6%	66 -5	IVV	2026-06-30
WI Westbourne Investments, Inc.Diversified strategy	$245.2M	+16.6%	149 +8	MU	2026-06-30
IL I.G.Y. LtdConcentrated strategy	$245.2M	+4.2%	3	AMZN	2026-06-30
GB GP Brinson Investments LLCConcentrated strategy	$244.9M	+11.2%	14	VTI	2026-06-30
EF Enterprise Financial Services CORPDiversified strategy	$244.9M	+24.1%	352 +37	EFSC	2026-06-30
WA Westport Asset Management IncDiversified strategy	$244.9M	+8.1%	80 +2	SNPS	2026-06-30
SA Sentinel Advisory Group, LLCDiversified strategy	$244.9M	+19.3%	60 +7	IVV	2026-06-30
AG Ameriflex Group, Inc.Diversified strategy	$244.7M	+23.9%	1,574 +432	AAPL	2026-06-30
FA Forte Asset Management LLCDiversified strategy	$244.6M	+7.4%	77 +1	IXUS	2026-06-30
CM C M Bidwell & Associates LTDDiversified strategy	$244.6M	+14.2%	495 +12	VOO	2026-06-30
SI Spectrum Investment Advisors, Inc.Diversified strategy	$244.6M	+21.5%	76 +30	DFAU	2026-06-30
PS P Schoenfeld Asset Management LPMomentum follower	$244.5M	+32.8%	34 -1	WBD	2026-06-30
RC Ravenstone Capital Management Inc.Diversified strategy	$244.4M	+22.1%	54 -1	V	2026-06-30
HW Hrc Wealth Management, LLCMomentum follower	$244.4M	+15.5%	65 +6	SCHG	2026-06-30
AM Aspect Management, LLCConcentrated strategy	$244.4M	+9.3%	1	CHYM	2026-06-30
IW Innova Wealth PartnersDiversified strategy	$244.4M	+15.7%	183 +16	SHY	2026-06-30
PW Potentia WealthSector-focused	$244.2M	-5.7%	60 -29	SPY	2026-06-30

Showing 5,815-5,865 of 13,276 institutions