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
II Ironclad Investments LLCConcentrated strategy	$233.0M	+14.2%	3	IVV	2026-06-30
TA TRB Advisors LPHigh-turnover trader	$232.9M	+59.6%	6 +1	VOO	2026-06-30
BS Brighton Securities CORP.Momentum follower	$232.8M	+12.2%	50 +3	VOO	2026-06-30
DK Davidson Kahn Capital Management, LLCDiversified strategy	$232.8M	+24.1%	72 +10	RSP	2026-06-30
MC MKA Charitable FundConcentrated strategy	$232.5M	+3.7%	1	ABNB	2026-06-30
TP Turning Point Benefit Group, Inc.Diversified strategy	$232.5M	+48.1%	109 +14	BIL	2026-06-30
LF Lauterbach Financial Advisors, LLCMomentum follower	$232.5M	+13.5%	87 +8	DFAC	2026-06-30
PC Panoramic Capital, LLCHigh-turnover trader	$232.4M	+63.2%	43 +5	STX	2026-06-30
CA Cooper/haims Advisors, LLCDiversified strategy	$232.4M	+9.4%	116 +13	SCHE	2026-06-30
2A 2Xideas AGDiversified strategy	$232.3M	-9.0%	48 +1	FTNT	2026-06-30
TG Trv Gp Vi, LLCConcentrated strategy	$232.3M	+71.3%	4 +1	SEPN	2026-06-30
EM Elefante Mark BDiversified strategy	$232.2M	+27.7%	186 -1	AMD	2026-06-30
SP ShawSpring Partners LLCSector-focused	$232.1M	-13.3%	11 -1	BABA	2026-06-30
LC Lavelle Capital LPDiversified strategy	$232.1M	+44.0%	77 +7	TSLA	2026-06-30
AG ARP Global Capital LtdHigh-turnover trader	$231.9M	+36.3%	25 +6	LLY	2026-06-30
JW J.H. Whitney Equity Partners VII, LLCConcentrated strategy	$231.9M	-0.6%	1	AVAH	2026-06-30
EM ELCO Management Co., LLCDiversified strategy	$231.9M	+11.3%	190 +9	WMB	2026-06-30
OP One Plus One Wealth Management, LLCDiversified strategy	$231.8M	-2.3%	92 +3	EZRO	2026-06-30
WM Wishbone Management, LPSector-focused	$231.7M	+70.9%	5 +1	CPA	2026-06-30
SF Steffes Financial, Ltd.Momentum follower	$231.6M	+22.2%	36 +4	ITOT	2026-06-30
AC Accent Capital Management, LLCDiversified strategy	$231.5M	+120.7%	299 +169	AAPL	2026-06-30
NE Notis-McConarty EdwardDiversified strategy	$231.5M	+15.0%	167 -15	GOOGL	2026-06-30
PF Peoples Financial Services CORP.Diversified strategy	$231.4M	+9.6%	403 -6	LLY	2026-06-30
GP Gray Private Wealth, LLCMomentum follower	$231.4M	+16.4%	58 +8	IVV	2026-06-30
LV Lifeyrissjodur verzlunarmannaConcentrated strategy	$231.3M	—	1	JBTM	2026-06-30
NA N10 Assets, LLCSector-focused	$231.3M	—	34	VRT	2026-06-30
FF Foundry Financial Group, Inc.Diversified strategy	$231.3M	+14.8%	80 +10	IVV	2026-06-30
VH VVR Holdings LLCDiversified strategy	$231.2M	+19.5%	38 -1	VOO	2026-06-30
FC Founders Capital ManagementDiversified strategy	$231.1M	+12.8%	420 +30	GLW	2026-06-30
LW Legacy Wealth Advisors, LLCDiversified strategy	$231.0M	+17.9%	148 +39	SGOV	2026-06-30
PP PFG Private Wealth Management, LLCDiversified strategy	$230.8M	-2.1%	75	IVV	2026-06-30
CW CarsonAllaria Wealth Management, Ltd.Diversified strategy	$230.8M	+14.0%	71 +2	SPYG	2026-06-30
AF Agp Franklin, LLCDiversified strategy	$230.6M	+15.2%	93	NVDA	2026-06-30
CC Cooper Capital Advisors LLCMomentum follower	$230.6M	+61.4%	41 +6	PAAA	2026-06-30
HD Harold Davidson & Associates Inc.Sector-focused	$230.6M	+12.0%	59 -1	AAPL	2026-06-30
BW Bullock Wealth Management GroupDiversified strategy	$230.6M	+15.7%	608 -13	PTLC	2026-06-30
NA Note Advisors, LLCDiversified strategy	$230.6M	+15.2%	86 +1	DFAU	2026-06-30
BF Burrus Financial Services, Inc.Sector-focused	$230.3M	+5.4%	11	BND	2026-06-30
KI Kensington Investment Counsel, LLCDiversified strategy	$230.2M	+10.8%	85 +2	AAPL	2026-06-30
SF Strive Financial Group ,LLCDiversified strategy	$230.1M	+22.1%	854 +92	VOO	2026-06-30
BC Banyan Capital Management, Inc.Diversified strategy	$230.1M	-0.8%	55	MKL	2026-06-30
LC LCM Capital Management IncDiversified strategy	$230.0M	+15.4%	129 +19	MDY	2026-06-30
BC BDFS Capital LLCLong-term holder	$230.0M	+10.7%	116 -21	FTSM	2026-06-30
IC International City Management Association Retirement CorpConcentrated strategy	$230.0M	+17.8%	6	IWR	2026-06-30
MP Matrix Private Capital Group LLCDiversified strategy	$229.9M	+10.8%	143 +2	VTV	2026-06-30
AC Azarias Capital Management, L.P.Sector-focused	$229.8M	+3.0%	23 -1	SPY	2026-06-30
II Integrity Investment Advisors, LLCDiversified strategy	$229.8M	+24.6%	72 -2	IVV	2026-06-30
LS LCW Services, LLCSector-focused	$229.6M	+14.1%	40 +1	IVV	2026-06-30
AF A&i Financial Services, LLCDiversified strategy	$229.6M	+8.8%	75	EFA	2026-06-30
CP Catalys Pacific, LLCConcentrated strategy	$229.5M	-0.6%	2	MLYS	2026-06-30
HI Highland Investment Advisors LLCDiversified strategy	$229.3M	—	734	DFAI	2026-06-30

Showing 6,019-6,069 of 13,276 institutions