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
AW Aegis Wealth Management LLCDiversified strategy	$212.6M	+21.6%	160 +42	IVV	2026-06-30
GL Gerber, LLCDiversified strategy	$212.6M	+18.7%	96 +8	DRSK	2026-06-30
LF Legacy Financial Independent Advisors LLCDiversified strategy	$212.6M	+10.6%	124 +11	AMLP	2026-06-30
FC First County Bank /CT/Diversified strategy	$212.5M	+13.4%	385 +11	VTV	2026-06-30
EP Equinox Partners Investment Management LLCContrarian	$212.4M	-13.4%	12 +1	KOS	2026-06-30
CA Cape Ann Savings BankDiversified strategy	$212.4M	+6.7%	113 -8	EFA	2026-06-30
AL Afbi LPConcentrated strategy	$212.3M	+61.9%	1	VOO	2026-06-30
BD Blue Door Asset Management, LLCSector-focused	$212.3M	+33.8%	21 +3	FLEX	2026-06-30
TC Taconic Capital Advisors LPMomentum follower	$212.1M	-7.4%	25 +10	VTOL	2026-06-30
N& Novak & Powell Financial Services, Inc.Diversified strategy	$212.1M	+14.3%	171 +7	QQQ	2026-06-30
II Insight Inv LLCDiversified strategy	$212.1M	+16.1%	109 +5	MRVL	2026-06-30
KW Kinetic Wealth Investment Advisors LLCLong-term holder	$212.1M	—	64	VONG	2026-06-30
EC English Capital Management LLCQuality / disciplined sizing	$212.1M	+24.2%	36	ARW	2026-06-30
SG Straightline Group LLCSector-focused	$212.1M	+5.5%	19 +2	XTRE	2026-06-30
GC GSI Capital Advisors LLCSector-focused	$212.0M	+15.1%	58	WELL	2026-06-30
BD Banque de Luxembourg S.A.Diversified strategy	$212.0M	+9.7%	78 +1	SPY	2026-06-30
SF Sun Financial IncDiversified strategy	$212.0M	+6.2%	161 +2	FTHI	2026-06-30
FI Fpc Investment Advisory, Inc.Sector-focused	$211.9M	+5.7%	36 +2	SCHX	2026-06-30
DJ David J Yvars GroupDiversified strategy	$211.9M	+18.4%	106 +14	IVV	2026-06-30
CF Clark Financial Services Group Inc /bdDiversified strategy	$211.8M	+14.8%	158 -29	VOO	2026-06-30
AA Addison Advisors LLCDiversified strategy	$211.8M	-53.2%	856 -417	VIG	2026-06-30
SL StoryOne LLCDiversified strategy	$211.6M	+19.3%	79 +6	QQQ	2026-06-30
PC Panoramic Capital Partners, LLCSector-focused	$211.5M	+30.3%	72 +9	IVV	2026-06-30
MI Merrion Investment Management Co, LLCDiversified strategy	$211.3M	+13.6%	106 -3	GOOG	2026-06-30
HB Henderson Brothers Financial Partners, LLCDiversified strategy	$211.3M	-46.5%	77 -28	SPYM	2026-06-30
AF Alpine Fox Capital LLCSector-focused	$211.2M	+37.2%	24 +7	CIFR	2026-06-30
RF RCS Financial Planning, LLCDiversified strategy	$211.2M	+9.6%	102 +4	DFAC	2026-06-30
I& Investments & Financial Planning, LLCSector-focused	$211.2M	+15.0%	40 +4	VB	2026-06-30
KR Kaufman Rossin Wealth, LLCDiversified strategy	$211.1M	+21.0%	112 +14	BSVO	2026-06-30
TF Tilia Fiduciary Partners, Inc.Diversified strategy	$211.0M	+15.9%	127 +12	AMD	2026-06-30
MA McCarthy Asset Management, Inc.Momentum follower	$211.0M	+10.1%	29 +2	VIG	2026-06-30
KA Kure Advisory, LLCDiversified strategy	$211.0M	+14.9%	62 +6	DFAU	2026-06-30
WC Wisconsin Capital Management LLCDiversified strategy	$210.7M	+15.7%	47 -4	NVDA	2026-06-30
SI Stegner Investment Associates Inc.Sector-focused	$210.3M	+15.2%	31 +2	IVW	2026-06-30
AP Aristotle Pacific Capital, LLCMomentum follower	$210.3M	+71.0%	5	BKLN	2026-06-30
TC Three Cord True Wealth Management, LLCSector-focused	$210.2M	+16.8%	43 +4	SPYG	2026-06-30
BI Beckerman Institutional, LLCDiversified strategy	$210.2M	+11.7%	124 +3	BRK-B	2026-06-30
B& Bradley & Co. Private Wealth Management, LLCDiversified strategy	$209.8M	+10.6%	272 +6	GOOG	2026-06-30
IV Index Venture Growth Associates V LtdConcentrated strategy	$209.7M	+13.8%	3	HOOD	2026-06-30
BF Baron Financial Group, LLCDiversified strategy	$209.6M	+13.0%	56 +3	SPY	2026-06-30
FI Fischer Investment Strategies, LLCDiversified strategy	$209.6M	+22.1%	49 -2	DFUV	2026-06-30
AW Arcadia Wealth Management, Inc.Momentum follower	$209.6M	+13.4%	58 +3	AVUS	2026-06-30
AW apricus wealth, LLCDiversified strategy	$209.5M	+2.1%	129 +9	ABBV	2026-06-30
SC Shearwater Capital LLCMomentum follower	$209.4M	+9.8%	65 -6	DFAC	2026-06-30
TI Trust Investment AdvisorsDiversified strategy	$209.4M	+22.5%	98 +8	LLY	2026-06-30
IF Integrity Financial Corp /WADiversified strategy	$209.3M	+4.1%	292	SPY	2026-06-30
S& Sherrill & Hutchins Financial Advisory, IncSector-focused	$209.2M	+23.6%	20 +5	VONE	2026-06-30
SW Sard Wealth Management Group, LLCDiversified strategy	$209.1M	+13.7%	61 +1	FV	2026-06-30
HI Humankind Investments LLCSector-focused	$209.1M	+19.4%	22 +2	QQQ	2026-06-30
PI Panoramic Investment Advisors, LLCDiversified strategy	$209.1M	+13.1%	141 +11	SPYM	2026-06-30
DN Dempze Nancy EDiversified strategy	$209.0M	+14.8%	303 +2	GOOGL	2026-06-30

Showing 6,325-6,375 of 13,276 institutions