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
JC Juniper Capital Advisors, L.P.Concentrated strategy	$217.9M	-34.4%	2	BTE	2026-06-30
FF Financial Freedom, LLCDiversified strategy	$217.9M	+8.5%	107 -319	QQQ	2026-06-30
CI Cooper Investors Pty LTDMomentum follower	$217.8M	-11.2%	39 -3	—	2026-06-30
SE Signature Equity Partners, LLCDiversified strategy	$217.8M	+16.9%	1,571 +21	AAPL	2026-06-30
DF Define Financial, LLCMomentum follower	$217.8M	+18.2%	47 +6	AVUV	2026-06-30
CA Carson Advisory Inc.Diversified strategy	$217.7M	+12.9%	204 +16	HD	2026-06-30
XW Xxi Wealth, LLCDiversified strategy	$217.7M	+23.3%	226 +17	MU	2026-06-30
LC Legacy Capital Wealth Management, LLCDiversified strategy	$217.7M	+25.2%	80 +15	SPMO	2026-06-30
TC Turas Capital Management LPDiversified strategy	$217.7M	-44.4%	59 +22	CHRW	2026-06-30
RF RPD Fund Management LLCHigh-turnover trader	$217.6M	-28.9%	4 -7	SPY	2026-06-30
WW Wolff Wiese Magana LLCDiversified strategy	$217.5M	+20.0%	1,027 +44	MU	2026-06-30
PP Pearl Planning LLCDiversified strategy	$217.4M	+16.2%	58 +6	VOO	2026-06-30
HI Hager Investment Management Services, LLCDiversified strategy	$217.4M	+19.5%	352 +23	AVGO	2026-06-30
NC NEXTBio Capital Management LPMomentum follower	$217.4M	+0.9%	22 -2	PTGX	2026-06-30
CW Carolina Wealth Management IncDiversified strategy	$217.4M	—	114	SCHG	2026-06-30
CA Corrado Advisors, LLCDiversified strategy	$217.3M	+13.3%	120 +5	GOOGL	2026-06-30
DC Delta Capital Management LLCDiversified strategy	$217.2M	+19.5%	108 +4	MU	2026-06-30
EF Envision Financial LLCDiversified strategy	$217.1M	+16.8%	48 +2	VOO	2026-06-30
OF OmniStar Financial Group, Inc.Diversified strategy	$217.0M	+12.6%	118 +10	GLD	2026-06-30
EP Essential Partners LLCDiversified strategy	$217.0M	-27.0%	2,853 +5	PHYS	2026-06-30
JK Jones Kertz & Associates, Inc.Diversified strategy	$216.9M	+15.2%	66	KLAC	2026-06-30
GA Guardian Asset Advisors, LLCDiversified strategy	$216.9M	+26.7%	132 +30	AAPL	2026-06-30
BA Bellevue Asset Management, LLCDiversified strategy	$216.7M	+8.4%	578 +209	MSFT	2026-06-30
CA Chou Associates Management Inc.Quality / disciplined sizing	$216.6M	+3.0%	31	BRK-A	2026-06-30
FF Friedenthal FinancialDiversified strategy	$216.6M	+8.6%	254 +10	ITOT	2026-06-30
SN Security National Bank Of So DakDiversified strategy	$216.6M	+4.4%	346 +168	BKMI	2026-06-30
BR Ballast Rock Private Wealth LLCDiversified strategy	$216.5M	+19.8%	192 +15	PAAA	2026-06-30
TG Tenzing Global Management, LLCHigh-turnover trader	$216.5M	+79.5%	19 +5	IWM	2026-06-30
O3 OMNI 360 Wealth, Inc.Diversified strategy	$216.4M	+11.7%	135 +10	SPYM	2026-06-30
EG Enstar Group LTDSector-focused	$216.4M	-0.5%	11	JEPI	2026-06-30
IC Islay Capital Management, LLCDiversified strategy	$216.3M	+9.8%	231 +27	BIL	2026-06-30
BW Barnes Wealth Management Group, IncDiversified strategy	$216.2M	+9.7%	195 +11	IVV	2026-06-30
SF Swp Financial LLCDiversified strategy	$216.2M	+10.3%	78 +7	IVV	2026-06-30
PC Paragon Capital Management LLCDiversified strategy	$216.1M	+7.0%	60 +3	AAPL	2026-06-30
GL GuidedMoney, LLCConcentrated strategy	$216.0M	+13.4%	34 +5	VTI	2026-06-30
PI Pullen Investment Management, LLCDiversified strategy	$216.0M	+8.4%	98	VOO	2026-06-30
BF Brendel Financial Advisors LLCDiversified strategy	$216.0M	+6.9%	101 +6	SHW	2026-06-30
C& Chokshi & Queen Wealth Advisors, IncSector-focused	$215.9M	+15.4%	60 -4	IVV	2026-06-30
PD Planning Directions IncDiversified strategy	$215.9M	+9.3%	110 +4	IVE	2026-06-30
KC Kennicott Capital Management LLCSector-focused	$215.9M	+17.9%	46	QQQ	2026-06-30
SW Sharp Wealth Advisory, LLCDiversified strategy	$215.9M	+6.6%	127 +7	VTI	2026-06-30
JH J Hagan Capital, Inc.Diversified strategy	$215.9M	+16.5%	92 +9	QQQ	2026-06-30
AC Aua Capital Management, LLCMomentum follower	$215.8M	+10.2%	84 +4	SPY	2026-06-30
PF Petra Financial Advisors IncDiversified strategy	$215.7M	+33.5%	168 +51	JQUA	2026-06-30
FW FOCUS Wealth Advisors, LLCDiversified strategy	$215.7M	+5.4%	61 +2	FMAY	2026-06-30
CW Capstone Wealth Management, LLCDiversified strategy	$215.5M	+50.3%	188 +138	BSVO	2026-06-30
CW Capital Wealth Alliance, LLCDiversified strategy	$215.5M	-2.6%	99 +6	PSLV	2026-06-30
HC Hardin Capital Partners, LLCSector-focused	$215.4M	-0.1%	141 +1	LOW	2026-06-30
WI Wealth Intelligence, LLCMomentum follower	$215.3M	+3.5%	59 +1	LOW	2026-06-30
FG Franchise GP LtdHigh-turnover trader	$215.2M	-20.9%	39 +3	PDD	2026-06-30
CW Cornerstone Wealth Partners, LLCSector-focused	$215.1M	+22.0%	17 -2	AVUV	2026-06-30

Showing 6,223-6,273 of 13,276 institutions