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

13,277

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
DF Delphi Financial Group, Inc.Momentum follower	$202.3M	-8.7%	26 -6	ASHR	2026-06-30
HW Hilltop Wealth Advisors, LLCDiversified strategy	$202.2M	+21.2%	74 +21	IUSG	2026-06-30
WP Winthrop Partners - WNY, LLCDiversified strategy	$202.2M	+7.7%	87	AVGO	2026-06-30
BM Brandywine Managers, LLCSector-focused	$202.2M	+19.0%	46 +6	CPB	2026-06-30
OP Orland Properties LtdConcentrated strategy	$202.1M	-24.2%	10	CHYM	2026-06-30
FC Farringdon Capital, Ltd.Diversified strategy	$201.8M	-55.8%	184 -175	IBIT	2026-06-30
SS Spectrum Strategic Capital Management, LLCDiversified strategy	$201.8M	+8.6%	79 +3	SPY	2026-06-30
MW Meriwether Wealth & Planning, LLCDiversified strategy	$201.7M	+10.5%	122 -4	SCHV	2026-06-30
II InTrack Investment Management IncDiversified strategy	$201.7M	+14.9%	110 +2	IVV	2026-06-30
OC Orser Capital Management, LLCDiversified strategy	$201.5M	+31.8%	65 +19	VGSH	2026-06-30
HI Harvest Investment Advisors, LLCDiversified strategy	$201.5M	+12.1%	58	QQQ	2026-06-30
AF Align Financial, LLCDiversified strategy	$201.5M	+14.5%	360 -13	AVUS	2026-06-30
SC Scratch Capital LLCSector-focused	$201.5M	+15.4%	44 -1	DFAC	2026-06-30
SC Sandler Capital ManagementDiversified strategy	$201.5M	+4.3%	126 +6	KEYS	2026-06-30
NI Nierenberg Investment Management Company, LLCMomentum follower	$201.4M	-0.0%	35 -11	SGOV	2026-06-30
WL Williamson Legacy Group, LLCDiversified strategy	$201.4M	+51.0%	75 -6	SNDK	2026-06-30
LG Lam Group, Inc.Diversified strategy	$201.4M	+10.7%	139 +3	GLDM1USD	2026-06-30
BF Beacon Financial Strategies CORPMomentum follower	$201.2M	+14.2%	210 +32	VTI	2026-06-30
TW Two West Capital Advisors LLCDiversified strategy	$201.2M	+6.6%	101 +5	DFAU	2026-06-30
CB CoreFirst Bank & TrustDiversified strategy	$201.1M	+8.7%	358 -16	AAPL	2026-06-30
ES Element Squared LLCDiversified strategy	$201.0M	+13.4%	49 +7	NMAR	2026-06-30
DA DUTCH ASSET CorpDiversified strategy	$201.0M	+35.0%	115 +20	AMD	2026-06-30
VP Vitruvian Partners LLPConcentrated strategy	$201.0M	+79.7%	8 +1	MQ	2026-06-30
MC Marest Capital, LLCConcentrated strategy	$200.9M	+16.2%	30 +1	SPY	2026-06-30
PW Principia Wealth Advisory, LLCDiversified strategy	$200.9M	+13.8%	1,065 +18	QQQM	2026-06-30
VW Virginia Wealth Management Group, Inc.Diversified strategy	$200.8M	+7.5%	57 +2	BRK-A	2026-06-30
WF Wealth Forward, LLCDiversified strategy	$200.8M	+13.3%	49 +6	FNDA	2026-06-30
GM Greater Midwest Financial Group, LLCDiversified strategy	$200.6M	+7.8%	65	BAI	2026-06-30
CV Counterweight Ventures, LLCDiversified strategy	$200.6M	+12.6%	81 +1	IWF	2026-06-30
JH J. H. Whitney Equity Partners VI, LLCConcentrated strategy	$200.6M	-38.5%	1	CAI	2026-06-30
CP Capasso Planning Partners LLCDiversified strategy	$200.5M	+8.2%	86 +13	SPY	2026-06-30
MM Marathon Mission, Inc.Diversified strategy	$200.3M	+16.6%	57 +2	SPYV	2026-06-30
FF Fortress Financial Group, LLCHigh-turnover trader	$200.3M	+48.2%	79 -8	SCHX	2026-06-30
S& Scholtz & Company, LLCDiversified strategy	$200.3M	+2.5%	48 -1	GOOGL	2026-06-30
MC McDonough Capital Management, IncDiversified strategy	$200.1M	+9.4%	52 +2	AMZN	2026-06-30
TD Thompson David BlairDiversified strategy	$200.0M	+14.5%	212 +44	NVDA	2026-06-30
B& Brindle & Bay Financial Advisors, LLCDiversified strategy	$199.9M	+22.7%	86 +19	QQQ	2026-06-30
DI Disciplined Investors, L.L.C.Diversified strategy	$199.9M	+19.0%	145 +6	IDV	2026-06-30
GW Guardian Wealth Advisors, LLCDiversified strategy	$199.8M	+14.9%	66 +2	SPY	2026-06-30
BG Battery Global Advisors, LLCSector-focused	$199.8M	+7.3%	157 +3	VTI	2026-06-30
CI Castlekeep Investment Advisors LLCDiversified strategy	$199.6M	+8.3%	76 +10	VGK	2026-06-30
SL Sharpepoint LLCDiversified strategy	$199.6M	+19.0%	89 +3	LLY	2026-06-30
RC Rose Capital Advisors LLCDiversified strategy	$199.5M	—	108	IVV	2026-06-30
IW Independence Wealth Advisors, LLCDiversified strategy	$199.3M	+6.2%	85 -5	XLK	2026-06-30
CT Cetera Trust Company, N.ADiversified strategy	$199.3M	+12.7%	345 -6	LRCX	2026-06-30
SF SEG Family Corp.High-turnover trader	$199.3M	-11.5%	1	TRI	2026-06-30
AI All-Stars Investment LtdConcentrated strategy	$199.2M	-3.3%	11 +7	YMM	2026-06-30
RW Riverbend Wealth Management, LLCDiversified strategy	$199.1M	+14.1%	176 +24	IVV	2026-06-30
PM Patrick Mauro Investment Advisor, INC.Momentum follower	$199.0M	+0.0%	38 -2	IXUS	2026-06-30
DT Dba Trading, LLCConcentrated strategy	$198.9M	-1.2%	39	APLD	2026-06-30
M& McBroom & Associates, LLCQuality / disciplined sizing	$198.9M	+10.8%	37 +1	LRCX	2026-06-30

Showing 6,478-6,528 of 13,277 institutions