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
CA CWC Advisors, LLC.Diversified strategy	$225.2M	+7.2%	152 +3	VUSB	2026-06-30
CH CVS HEALTH CorpSector-focused	$225.2M	+6.1%	21 -12	IGSB	2026-06-30
BF Brucke Financial, Inc.Diversified strategy	$225.1M	+14.2%	175 +9	VEA	2026-06-30
PS Pennant Select, LLCContrarian	$225.1M	+13.2%	15	ECHO	2026-06-30
WS Wealth Science Advisors LLCDiversified strategy	$225.0M	+26.6%	97 -106	CGGR	2026-06-30
CL Colter Lewis Investment Partners LLCHigh-turnover trader	$225.0M	+111.6%	114 +3	VONE	2026-06-30
CC Ciovacco Capital Management LLCSector-focused	$224.7M	+31.0%	35 +7	VOO	2026-06-30
CC Conway Capital Management, Inc.Momentum follower	$224.7M	+5.1%	39 -6	AAPL	2026-06-30
LC LuminArx Capital Management LPHigh-turnover trader	$224.4M	+64.8%	118 +34	SPY	2026-06-30
LI Latigo Investments, LLCMomentum follower	$224.4M	+11.8%	14	VV	2026-06-30
MC Moerus Capital Management LLCSector-focused	$224.4M	-17.1%	14 -1	JEF	2026-06-30
WC Wynn Capital, LLCDiversified strategy	$224.0M	+15.0%	116 +9	SCHB	2026-06-30
SE Spice Expeditions, LPConcentrated strategy	$223.9M	—	1	KSPI	2026-06-30
GC Granville Capital, Inc.Diversified strategy	$223.9M	+17.0%	86	QQQ	2026-06-30
FW Finer Wealth Management, Inc.Diversified strategy	$223.8M	+12.2%	88 +1	AAPL	2026-06-30
CC Capstone Capital Management LtdDiversified strategy	$223.6M	+125.2%	160 +109	THEMES ETF TR	2026-06-30
OW Oxford Wealth Group, LLCDiversified strategy	$223.5M	+22.1%	89 +1	XMMO	2026-06-30
GC Goanna Capital Management LLCHigh-turnover trader	$223.5M	+3221.9%	2 -1	—	2026-06-30
CR Catawba River CapitalSector-focused	$223.5M	+7.5%	24	FBND	2026-06-30
PC Pointe Capital Management LLCDiversified strategy	$223.5M	+10.7%	157 +4	IWF	2026-06-30
SP Spectrum Planning & Advisory Services Inc.Diversified strategy	$223.5M	+10.6%	120 +6	SPYM	2026-06-30
TS Twin Securities, Inc.Concentrated strategy	$223.5M	+8.4%	13 -4	EA	2026-06-30
NW Noble Wealth Management PBCDiversified strategy	$223.4M	+12.3%	778 +190	PDI	2026-06-30
SO State of New Jersey Common Pension Fund AConcentrated strategy	$223.4M	-1.1%	3	OBDC	2026-06-30
PC Pureheart Capital Pte Ltd.High-turnover trader	$223.3M	-51.4%	4 +3	TSLA	2026-06-30
CW Cadence Wealth Management LLCDiversified strategy	$223.3M	-6.9%	63 +5	XOP	2026-06-30
RF RFP Financial Group LLCDiversified strategy	$223.3M	+21.4%	90 +5	AAPL	2026-06-30
KL KilterHowling LLCMomentum follower	$223.2M	+12.6%	50 +1	VOO	2026-06-30
JC JS Capital Management LLCConcentrated strategy	$223.2M	+104.8%	1	PACK	2026-06-30
CI Cohen Investment Advisors LLCDiversified strategy	$223.2M	+6.0%	120 +2	LLY	2026-06-30
VF Vestment Financial LLCSector-focused	$223.1M	+5.1%	41 -1	DFAC	2026-06-30
GA Guinness Atkinson Asset Management IncDiversified strategy	$223.1M	+11.4%	107 -16	TSM	2026-06-30
BM Brooks, Moore & Associates, Inc.Diversified strategy	$222.9M	+11.8%	114 +4	JPM	2026-06-30
MW MTC Wealth Management LLCMomentum follower	$222.9M	+5.9%	14 +1	AGG	2026-06-30
AC Attessa Capital LLCMomentum follower	$222.9M	+21.3%	51 +16	SPY	2026-06-30
CH Cromwell Holdings LLCDiversified strategy	$222.8M	+25.3%	1,589 +66	NVDA	2026-06-30
SA Socorro Asset Management LPMomentum follower	$222.8M	+0.8%	33 +1	NEE 7.299 06-01-27	2026-06-30
DF Downshift Financial, LLCDiversified strategy	$222.7M	+15.3%	668 +591	SCHB	2026-06-30
SI Sterling Investment Advisors LLC /advSector-focused	$222.6M	+6.8%	38 -2	IEFA	2026-06-30
SF Symphony Financial Services, Inc.Diversified strategy	$222.6M	+14.3%	105 +6	BUFR	2026-06-30
TF Tudor Financial Inc.Diversified strategy	$222.5M	+13.8%	152 +13	VOO	2026-06-30
SP Sage Private Wealth Group, LLCDiversified strategy	$222.4M	+11.9%	100 +3	AIRR	2026-06-30
AC Ategra Capital Management, LLCSector-focused	$222.3M	+10.5%	24 -3	QQQ	2026-06-30
MA Mirabaud Asset ManagementHigh-turnover trader	$222.3M	+13.5%	28 +15	LCII 3 03-01-30	2026-06-30
WW Whalen Wealth Management Inc.Diversified strategy	$222.2M	+19.1%	195 +21	NVDA	2026-06-30
BW BankPlus Wealth Management LLCMomentum follower	$222.2M	+14.8%	126 +9	IVV	2026-06-30
MC Mendel Capital Management LLCDiversified strategy	$222.2M	+11.7%	104 +2	XLK	2026-06-30
CC Coign Capital Advisors LLCDiversified strategy	$222.2M	+16.7%	88 +8	EVTR	2026-06-30
PW Ptm Wealth Management, LLCSector-focused	$222.1M	+17.7%	62 +6	FNDX	2026-06-30
1C 17 Capital Partners, LLCDiversified strategy	$221.9M	+14.3%	176 +4	META	2026-06-30
SA Sylvest Advisors, LLCDiversified strategy	$221.8M	+18.0%	78 +8	IWD	2026-06-30

Showing 6,121-6,171 of 13,276 institutions