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
LC Lionhunter Capital Management, LLCDiversified strategy	$221.8M	—	109	LLY	2026-06-30
HC Hyperion Capital Advisors LPDiversified strategy	$221.7M	+6.8%	67 -1	ICLR	2026-06-30
AC Ampersand Capital Group, L.P.Sector-focused	$221.7M	+21.3%	7	GLBE	2026-06-30
FC First Community Trust NADiversified strategy	$221.4M	+63.4%	333 -26	WTV	2026-06-30
MM Monolith Management LtdHigh-turnover trader	$221.4M	-33.3%	19 -14	TSM	2026-06-30
AF American Financial & Tax Strategies IncDiversified strategy	$221.3M	+7.6%	102 +5	XSOE	2026-06-30
MA MWA Asset ManagementDiversified strategy	$221.3M	+21.2%	129 +3	STX	2026-06-30
WA Wimmer Associates 1, LLCDiversified strategy	$221.2M	+8.1%	113 +3	AAPL	2026-06-30
EP Estate Planners Group, LLCDiversified strategy	$221.1M	+6.3%	73 -3	GOF	2026-06-30
AI Ausbil Investment Management LtdDiversified strategy	$221.0M	+10.0%	65 +2	ETR	2026-06-30
RI Ryan Investment Management, Inc.High-turnover trader	$220.9M	+24.2%	30 +10	EFA	2026-06-30
AA Ameraudi Asset Management, Inc.Diversified strategy	$220.8M	+20.0%	45 -15	VOO	2026-06-30
RC R2 Capital Strategies, LLCDiversified strategy	$220.7M	—	115	AAPL	2026-06-30
EV EJMK Ventures LLCDiversified strategy	$220.3M	+23.1%	162 -5	VOO	2026-06-30
CI Citadel Investment Advisory, Inc.Momentum follower	$220.3M	+5.1%	76 -2	BRK-B	2026-06-30
PC Prospect Capital Advisors, LLCMomentum follower	$220.2M	+22.5%	59 +4	ENVA	2026-06-30
MC Metatron Capital SICAV plc - Metatron Long Term Equity FundDiversified strategy	$220.2M	—	65	AMD	2026-06-30
DA Deepwater Asset Management, LLCContrarian	$220.2M	+39.5%	35 -4	RBLX	2026-06-30
YW Yardley Wealth Management LLCSector-focused	$220.1M	+12.8%	37 +1	DFAU	2026-06-30
OW One Wealth Map LLCDiversified strategy	$220.1M	+3.4%	106 +3	CWB	2026-06-30
LH Lake Hills Wealth Management, LLCDiversified strategy	$220.0M	+23.1%	62	VOO	2026-06-30
WA W Advisors, LLCDiversified strategy	$219.9M	+12.7%	254 +17	IVW	2026-06-30
IA Infusive Asset Management Inc.Momentum follower	$219.8M	+6.4%	30 -2	MSFT	2026-06-30
SW Solano Wealth Investment Advisors LLCLong-term holder	$219.8M	+9.5%	35 +1	QQQM	2026-06-30
EW Exit Wealth Advisors, LLC.Diversified strategy	$219.6M	+12.9%	150 +19	USFR	2026-06-30
BW Boomfish Wealth Group, LLCDiversified strategy	$219.5M	+17.2%	95 +8	NVDA	2026-06-30
OR Orion Resource Partners LPSector-focused	$219.4M	+0.3%	24 +4	SKE	2026-06-30
PW Primoris Wealth Advisors, LLCDiversified strategy	$219.3M	+53.6%	125 +29	FTEC	2026-06-30
CE Cornerstone Enterprises, LLCMomentum follower	$219.2M	+9.0%	42 +7	SPHY	2026-06-30
WM William Marsh Rice UniversityConcentrated strategy	$219.2M	-0.6%	2	VOO	2026-06-30
CI Canerector IncSector-focused	$219.2M	+3.9%	9	VOO	2026-06-30
HF Horizon Family Wealth, Inc.Diversified strategy	$219.1M	+15.8%	134 +6	BILS	2026-06-30
BS Bull Street Advisors, LLCDiversified strategy	$219.0M	+8.5%	95 +1	JNJ	2026-06-30
VF Values First Advisors, Inc.Diversified strategy	$219.0M	+14.1%	417 +57	VGSH	2026-06-30
PP Pacific Point Advisors, LLCDiversified strategy	$219.0M	+15.5%	129 -4	BIL	2026-06-30
CW Comprehensive Wealth Management, LLCSector-focused	$218.9M	+10.7%	43 +4	ADIV	2026-06-30
RA RiverPark Advisors, LLCDiversified strategy	$218.8M	-20.8%	161 -9	ZD 1.75 11-01-26	2026-06-30
SC Sunbeam Capital Management, LLCDiversified strategy	$218.8M	+25.2%	124 +12	IVV	2026-06-30
HC Horrell Capital Management, Inc.Diversified strategy	$218.8M	-0.3%	196 +2	ORLY	2026-06-30
7C 7g Capital Management, LLCMomentum follower	$218.6M	+30.0%	10 -1	GOOGL	2026-06-30
LI LifeGoal Investments, LLCDiversified strategy	$218.5M	+25.0%	155 +43	CGGO	2026-06-30
PC Perry Creek Capital LPMomentum follower	$218.4M	+36.1%	11 -1	ICLR	2026-06-30
MA Mpwm Advisory Solutions, LLCDiversified strategy	$218.4M	+15.7%	571 -6	SPY	2026-06-30
LW Lantern Wealth Advisors, LLCDiversified strategy	$218.4M	+12.0%	184 +10	AAPL	2026-06-30
TP Tiger Pacific Capital LPHigh-turnover trader	$218.3M	-46.7%	10	TAL	2026-06-30
SC Saxony Capital Management, LLCDiversified strategy	$218.2M	+26.6%	186 +25	VOO	2026-06-30
OC OxenFree Capital LLCDiversified strategy	$218.2M	+5.8%	56	STXF	2026-06-30
ML Main Line Retirement Advisors, LLCDiversified strategy	$218.1M	+8.9%	49 +1	CGDV	2026-06-30
FA FSA Advisors, Inc.Diversified strategy	$218.1M	+43.8%	262 +70	VOO	2026-06-30
RF RiverGlades Family Offices LLCDiversified strategy	$218.0M	+28.2%	108 +21	IVV	2026-06-30
GI Galilei Investment Office LLPLong-term holder	$217.9M	+12.9%	30 +3	SPY	2026-06-30

Showing 6,172-6,222 of 13,276 institutions