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
WW White Wing Wealth ManagementSector-focused	$191.7M	+15.0%	40 +3	VTI	2026-06-30
PF Presper Financial Architects, LLCMomentum follower	$191.7M	+13.9%	55 +5	XLK	2026-06-30
SF Strategic Financial Planning, Inc.High-turnover trader	$191.6M	+12.5%	41 +1	SCHB	2026-06-30
HP H Partners Management, LLCConcentrated strategy	$191.5M	+24.5%	2	FUN	2026-06-30
EM Ewing Morris & Co. Investment Partners Ltd.Diversified strategy	$191.4M	-13.8%	89 +3	CMP	2026-06-30
AA Atmos Advisory, LLCQuality / disciplined sizing	$191.3M	+8.7%	20	VEA	2026-06-30
NL Navigoe, LLCDiversified strategy	$191.2M	+12.9%	1,224 +996	DFIV	2026-06-30
LK Lee, Kelleher & Klein Wealth ManagementLong-term holder	$191.2M	+13.8%	49 +8	IVV	2026-06-30
PF Pillar Financial Advisors, LLCDiversified strategy	$191.2M	+11.7%	114 +8	DFAS	2026-06-30
AL Andrews, Lucia Wealth Management LLCMomentum follower	$191.1M	+14.2%	39 +4	DFAC	2026-06-30
PB Propel Bio Management, LLCSector-focused	$191.1M	+20.4%	29 -9	PAGP	2026-06-30
CF Capital Financial Group Inc\co\ /advDiversified strategy	$191.1M	+5.0%	102 -4	SPYM	2026-06-30
MW Magnolia Wealth Management, LLCMomentum follower	$191.0M	+11.3%	17 -195	VTI	2026-06-30
MC Martin Capital Advisors, LLPDiversified strategy	$190.8M	+20.5%	77 +4	AAPL	2026-06-30
KF Keystone Financial Group, Inc.Diversified strategy	$190.5M	-1.0%	122 -12	DFAU	2026-06-30
GP Gridiron Partners, LLCSector-focused	$190.5M	+16.4%	51 +4	AGG	2026-06-30
GW GK Wealth Management LLCDiversified strategy	$190.5M	+65.7%	234 +183	AMZN	2026-06-30
RS R Squared LtdDiversified strategy	$190.4M	+4.6%	509 +32	TXNM	2026-06-30
EL Es4, LLCContrarian	$190.4M	+22.9%	32	IEUR	2026-06-30
BF Beto Financial Group, LLCDiversified strategy	$190.4M	+11.4%	154 +2	CGUS	2026-06-30
AF Alpha Financial Partners LLCMomentum follower	$190.3M	+12.7%	118 +15	IVV	2026-06-30
CC Core Capital Management & Research, inc.Diversified strategy	$190.3M	—	286	SHY	2026-06-30
CC Chesapeake Capital CORP /il/Diversified strategy	$190.3M	+39.2%	169 +13	MUB	2026-06-30
IC IKE Capital, LLCDiversified strategy	$190.2M	+7.4%	91 -3	NVDA	2026-06-30
NI Niatross Investments LtdConcentrated strategy	$190.2M	-4.3%	1	KT	2026-06-30
LG Lykos Global Management, LPHigh-turnover trader	$189.8M	+524.7%	4 +1	—	2026-06-30
KS King Street Capital Management, L.p.High-turnover trader	$189.7M	-42.2%	6 -5	SGRY	2026-06-30
D\| Dahring \| Cusmano LLCDiversified strategy	$189.6M	+16.6%	62 +4	PYLD	2026-06-30
HC Hara Capital LLCDiversified strategy	$189.6M	-5.4%	307 -4	PBF	2026-06-30
AP Acasta Partners UK LLPConcentrated strategy	$189.5M	-27.9%	18 -3	BABA 0.5 06-01-31	2026-06-30
FS Fearless Solutions, LLC dba Best InvestDiversified strategy	$189.4M	+14.3%	139 +12	CALF	2026-06-30
KD Knott David M JrDiversified strategy	$189.2M	+12.6%	86 -2	GOOG	2026-06-30
GF Granite FO LLCSector-focused	$189.1M	+11.9%	579 -14	SPY	2026-06-30
SC Sander Capital Advisors IncSector-focused	$189.0M	+9.5%	13 +1	MSFT	2026-06-30
FI FWG Investments, LLC.Diversified strategy	$189.0M	+20.1%	116 -1	VOO	2026-06-30
MF Madrid Financial ServicesSector-focused	$189.0M	+11.6%	26	MLPA	2026-06-30
FR Ffg Retirement Advisors LLCSector-focused	$188.9M	+10.0%	43	SPYM	2026-06-30
CA Councilmark Asset Management, LLCDiversified strategy	$188.9M	+8.3%	84 -1	VIG	2026-06-30
BA Bauman Advisory Group, LLCDiversified strategy	$188.9M	+32.4%	81 +18	SPYM	2026-06-30
SH SALT Holding Corp.Contrarian	$188.8M	+14.1%	25 +1	VOD	2026-06-30
VI VestGen Investment ManagementDiversified strategy	$188.5M	+4.0%	218 +2	SGOV	2026-06-30
GC General Catalyst Group Management, LLCHigh-turnover trader	$188.5M	+2.7%	14 +2	AVBP	2026-06-30
CC Cincinnati Casualty CoLong-term holder	$188.5M	-1.6%	24	CMI	2026-06-30
MS Mark Sheptoff Financial Planning, LLCDiversified strategy	$188.4M	-0.3%	513 +3	MSFT	2026-06-30
LW Ledgewood Wealth Advisors, LLCDiversified strategy	$188.4M	+6.0%	77 +4	DFAU	2026-06-30
IC Isabella Capital Management LLPConcentrated strategy	$188.3M	+39.6%	8 -1	BABA 0.5 06-01-31	2026-06-30
TF Traction Financial Partners, LLCDiversified strategy	$188.3M	+15.9%	61 +4	SPY	2026-06-30
AW Astra Wealth Partners LLCDiversified strategy	$188.1M	+12.2%	104 +9	IVV	2026-06-30
RC R.m.sincerbeaux Capital Management LLCMomentum follower	$188.0M	+9.6%	39 +1	WMB	2026-06-30
IJ Inman Jager Wealth Management, LLCDiversified strategy	$187.9M	+9.8%	90 +6	IVV	2026-06-30
PR PSP Research LLCConcentrated strategy	$187.9M	+32.9%	75 -4	XBI	2026-06-30

Showing 6,631-6,681 of 13,277 institutions