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
VL Viawealth, LLCDiversified strategy	$198.8M	+10.7%	167 +8	NVDA	2026-06-30
PA Park Avenue Institutional Advisers LLCConcentrated strategy	$198.7M	-0.3%	2 -3	JA	2026-06-30
MA Milestone Asset Management Group, LLCDiversified strategy	$198.6M	+16.1%	133 +7	QQQ	2026-06-30
HH Hilton Head Capital Partners, LLCDiversified strategy	$198.5M	+11.9%	912 -77	FTSM	2026-06-30
AI Arrien Investments, Inc.Sector-focused	$198.3M	+7.5%	44 -2	SPAB	2026-06-30
WA Walker Asset Management, LLCDiversified strategy	$198.2M	+7.2%	152 +7	JKHY	2026-06-30
OA Oceanside Advisors LLCDiversified strategy	$198.1M	+13.0%	57 +4	DUHP	2026-06-30
OF OneAscent Family Office, LLCDiversified strategy	$198.1M	+38.4%	250 +68	OAIM	2026-06-30
FF Frazier Financial Advisors, LLCMomentum follower	$198.0M	+9.7%	620 -217	VOO	2026-06-30
PC Piedmont Capital Management, LLCDiversified strategy	$198.0M	+0.7%	58 +8	MGC	2026-06-30
SL Steadtrust LLCDiversified strategy	$197.7M	+12.1%	132 +9	AEM	2026-06-30
CW Cornerstone Wealth, LLC/TNDiversified strategy	$197.7M	+11.3%	102 +6	CAIE	2026-06-30
AC Alamar Capital Management, LLCDiversified strategy	$197.7M	+20.8%	88 +4	SNDK	2026-06-30
DA Draper Asset Management, LLCMomentum follower	$197.7M	+12.4%	16 -8	AAPL	2026-06-30
V& Vermillion & White Wealth Management Group, LLCSector-focused	$197.7M	+13.8%	69 +4	IVV	2026-06-30
IW Instrumental Wealth, LLCDiversified strategy	$197.5M	+21.4%	89 +16	IJH	2026-06-30
PF Prospect Financial Services LLCDiversified strategy	$197.4M	+20.5%	115 +11	SLG	2026-06-30
PN Point Nemo Capital, LLCDiversified strategy	$197.4M	+30.1%	188 +108	ICVT	2026-06-30
LC Lrz Capital LLCQuality / disciplined sizing	$197.4M	-1.2%	18 +2	AMZN	2026-06-30
JH Jackson Hill Advisors, LLCLong-term holder	$197.4M	+2.0%	13	MA	2026-06-30
AI Affinity Investment Advisors, LLCDiversified strategy	$197.2M	+23.3%	140 +3	MU	2026-06-30
OA Optivise Advisory Services LLCDiversified strategy	$197.0M	+19.3%	228 +45	QQH	2026-06-30
UF United Financial Planning Group LLCLong-term holder	$196.9M	+16.4%	465 +3	VTV	2026-06-30
HV HG Vora Capital Management, LLCConcentrated strategy	$196.8M	+3.2%	5 -2	PENN	2026-06-30
BA Bullseye Asset Management LLCDiversified strategy	$196.7M	+13.9%	56 -4	ZETA	2026-06-30
TM Torren Management, LLCMomentum follower	$196.7M	-2.1%	948 -35	AVTM	2026-06-30
RM Radcliff Management LLCConcentrated strategy	$196.6M	-10.6%	1	SRAD	2026-06-30
AP Arbiter Partners Capital Management LLCSector-focused	$196.5M	+12.6%	44 -1	GRAL	2026-06-30
RC Rings Capital Management LLCQuality / disciplined sizing	$196.5M	+5.6%	7	MCO	2026-06-30
RF Rubicon Founders LLCConcentrated strategy	$196.4M	+42.8%	3	PRVA	2026-06-30
GW Global Wealth Management, LLCDiversified strategy	$196.4M	+7.0%	47 +3	JMST	2026-06-30
VC Viewpoint Capital Management LLCDiversified strategy	$196.3M	-8.3%	120 -15	AMZN	2026-06-30
BG Bridge Generations Wealth Management LLCSector-focused	$196.2M	+12.5%	34 +2	DFAC	2026-06-30
CR Crystal Rock Capital ManagementMomentum follower	$196.2M	+16.5%	34 +2	GOOGL	2026-06-30
LF LBJ Family Wealth Advisors, Ltd.Sector-focused	$196.1M	+14.9%	28	IWF	2026-06-30
CF Carlson Financial, Inc.Diversified strategy	$196.1M	+15.6%	195 +14	NVDA	2026-06-30
LC Lunate Capital LtdHigh-turnover trader	$196.0M	+62.8%	10 +4	SAIL	2026-06-30
EW Echo Wealth Management, LLCDiversified strategy	$195.9M	+12.8%	47	AVIG	2026-06-30
MG McHugh Group, LLCDiversified strategy	$195.7M	+15.8%	86 +4	SPY	2026-06-30
QF Quantum Financial Partners LLCDiversified strategy	$195.5M	—	153	CGGR	2026-06-30
OC Octahedron Capital Management L.P.Momentum follower	$195.3M	+42.0%	15 -3	NU	2026-06-30
BC Bantamac Capital, LLCMomentum follower	$195.3M	+4.9%	76 +2	AMZN	2026-06-30
MW Momentous Wealth Management, Inc.Momentum follower	$195.1M	+11.5%	48 +7	DFAC	2026-06-30
WM WestCap Management, LLCConcentrated strategy	$195.1M	+0.1%	2	STUB	2026-06-30
SL Sfm, LLCDiversified strategy	$195.1M	+17.9%	69 +6	VOO	2026-06-30
DW Delos Wealth Advisors, LLCDiversified strategy	$195.0M	+11.6%	304 +44	BILS	2026-06-30
TC Trust Co of KansasDiversified strategy	$195.0M	+7.6%	59 +3	TCHP	2026-06-30
FI Finivi Inc.Diversified strategy	$194.9M	+6.5%	111 +8	TOTL	2026-06-30
SR Secured Retirement Advisors, LLCDiversified strategy	$194.9M	+10.3%	134 +4	STXF	2026-06-30
CC Constitution Capital LLCDiversified strategy	$194.8M	-2.6%	62 +1	MSFT	2026-06-30
CF Cosner Financial Group, LLCSector-focused	$194.7M	+7.0%	37 +3	IMCG	2026-06-30

Showing 6,529-6,579 of 13,277 institutions