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
DA Dover Advisors, LLCDiversified strategy	$244.2M	+1.0%	153 -6	MSFT	2026-06-30
DI Dynamo Internacional Gestao De Recursos Ltda.Concentrated strategy	$244.2M	-16.2%	6 -1	MELI	2026-06-30
8A 8VC AI Fund I MM, LLCConcentrated strategy	$244.2M	—	1	—	2026-06-30
TF Trademark Financial Management, LLCDiversified strategy	$244.2M	+19.6%	107 +5	IVV	2026-06-30
LF Leicht Financial Planning & Wealth Management, Inc.Sector-focused	$244.1M	+10.7%	16 +1	SPYG	2026-06-30
GU Georgetown UniversityMomentum follower	$244.0M	+10.4%	12 +1	GOOGL	2026-06-30
SH Second Half Financial Partners, LLCDiversified strategy	$243.9M	+9.8%	109 +13	BIL	2026-06-30
SG Sterling Group Wealth Management, LLCLong-term holder	$243.7M	+15.3%	62 +4	SPYM	2026-06-30
GR Grey Rock Energy Management, LLCConcentrated strategy	$243.7M	-24.9%	1	GRNT	2026-06-30
SN Security National Bank Of Sioux City Iowa /ia/Diversified strategy	$243.7M	+44.1%	358 +197	BKMI	2026-06-30
PC Powers Capital, LLCConcentrated strategy	$243.7M	+15.2%	2	VOO	2026-06-30
MA MRWM Advisors, LLCDiversified strategy	$243.3M	+31.9%	80 +6	GMMF	2026-06-30
TC Tejara Capital LtdDiversified strategy	$243.3M	-19.8%	66 -7	DEC	2026-06-30
JP JNE Partners LLPConcentrated strategy	$243.2M	-0.5%	6 -1	LLYVK	2026-06-30
MW Motive Wealth AdvisorsDiversified strategy	$243.2M	+14.2%	96 +4	VEA	2026-06-30
UW Udine Wealth Management, Inc.Momentum follower	$242.9M	+18.7%	40 +5	BIL	2026-06-30
NA NewGen Asset Management LtdHigh-turnover trader	$242.7M	-6.2%	34 +4	MDA	2026-06-30
LW Legacy Wealth Managment, LLC/IDDiversified strategy	$242.7M	+20.6%	197 -885	NEOV	2026-06-30
TF Threadgill Financial, LLCSector-focused	$242.6M	-29.5%	36 -8	VT	2026-06-30
OW One William Street Capital Management, L.P.High-turnover trader	$242.5M	-79.4%	15 -1	HYG	2026-06-30
PS Pacific Sun Financial CORPDiversified strategy	$242.5M	+17.4%	219 +18	AAPL	2026-06-30
SS Sound Stewardship, LLCDiversified strategy	$242.4M	+11.1%	73 +10	BND	2026-06-30
EA Eukles Asset ManagementDiversified strategy	$242.4M	+8.1%	228 -10	NVDA	2026-06-30
H& Higgins & Schmidt Wealth Strategies LLCMomentum follower	$242.3M	+10.7%	65 +2	SPYG	2026-06-30
IF IRON Financial LLCDiversified strategy	$242.3M	+5.9%	226 +9	AAPL	2026-06-30
LI Long Island Wealth Management, Inc.Diversified strategy	$242.2M	+12.3%	95 +6	KJAN	2026-06-30
DE DoubleLine ETF Adviser LPDiversified strategy	$242.2M	-7.8%	170 -6	LLY	2026-06-30
WC Wealthcare Capital Partners, LLCDiversified strategy	$242.0M	+13.4%	179 +26	USFR	2026-06-30
TF TrueWealth Financial PartnersSector-focused	$242.0M	-3.5%	28 -38	VOO	2026-06-30
RP Royalty Pharma Sub-Manager, LLCConcentrated strategy	$241.9M	+40.0%	4	CYTK	2026-06-30
FH Financial Harvest, LLCMomentum follower	$241.9M	+42.4%	67 +10	DUSB	2026-06-30
SA Sunesis Advisors, LLCMomentum follower	$241.9M	+9.3%	61 +2	VTI	2026-06-30
UI Unconventional Investor, LLCMomentum follower	$241.8M	+14.8%	49 +3	VTI	2026-06-30
AC Arcus Capital Partners, LLCDiversified strategy	$241.7M	-13.1%	108 -13	MOOD	2026-06-30
TP Thayer Partners, LLC / MADiversified strategy	$241.6M	+15.0%	100 +6	VOO	2026-06-30
PF Peak Financial Advisors LLCDiversified strategy	$241.5M	+6.9%	78 +8	FLXR	2026-06-30
CW Curry Webb Wealth Management LLCDiversified strategy	$241.5M	—	67	IVV	2026-06-30
PP PACK Private Wealth, LLCSector-focused	$241.5M	+10.9%	61 +4	VEA	2026-06-30
AC Alethea Capital Management, LLCConcentrated strategy	$241.4M	+23.9%	41 +27	AXSM	2026-06-30
NI Nia Impact Advisors, LLCDiversified strategy	$241.4M	+7.3%	72 -17	VTI	2026-06-30
RA Riverstone Advisors, LLCMomentum follower	$241.1M	+18.9%	85 +11	IVV	2026-06-30
FA Financial Avengers, Inc.Diversified strategy	$241.1M	+9.9%	158 +7	NVDA	2026-06-30
WC Westhampton Capital, LLCDiversified strategy	$241.0M	+12.6%	131 +2	AAPL	2026-06-30
AL Arwa LLCDiversified strategy	$241.0M	+19.4%	139 -10	BRK-B	2026-06-30
PF Plotkin Financial Advisors, LLCDiversified strategy	$241.0M	+21.0%	110 +10	VTI	2026-06-30
MF Midwest Financial Partners Investments, Inc.Diversified strategy	$240.8M	+27.7%	80 +4	VTV	2026-06-30
MI Marshall Investment Management, LLCDiversified strategy	$240.8M	+15.5%	497 +223	GLD	2026-06-30
AC Avos Capital Management, LLCSector-focused	$240.7M	-4.9%	22 -7	AVOS	2026-06-30
WW Walser Wealth Management Company, A Ltd Liability CoDiversified strategy	$240.7M	+8.1%	215 +28	GLD	2026-06-30
WA WealthCare Asset Management, LLCDiversified strategy	$240.7M	+156.2%	156 +124	VOO	2026-06-30
AC Ardent Capital Management, Inc.Momentum follower	$240.6M	+3.0%	47	BRK-B	2026-06-30

Showing 5,866-5,916 of 13,276 institutions