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
NC Northland Capital Management LLCSector-focused	$185.5M	+1.4%	30 -1	XTEN	2026-06-30
MW Melfa Wealth Management, Inc.Diversified strategy	$185.5M	+6.5%	196 +1	VTI	2026-06-30
SM Santa Monica Partners LPSector-focused	$185.4M	+3.5%	13	TPLUSD	2026-06-30
AB Anchor Bay Capital, Inc.Diversified strategy	$185.3M	—	341	MCK	2026-06-30
PA Pps&v Asset Management Consultants, Inc.Sector-focused	$185.3M	+13.1%	39 -2	IVV	2026-06-30
WF Wincap Financial LLCDiversified strategy	$185.2M	+23.2%	91 +4	EMEQ	2026-06-30
IF Integrated Financial Solutions, Inc.Sector-focused	$185.1M	+28.5%	36 +4	AAPL	2026-06-30
AA American Alpha Advisors, LLCDiversified strategy	$185.1M	-1.6%	95 -1	EFA	2026-06-30
BA Byrne Asset Management LLCDiversified strategy	$185.1M	+8.4%	594 +25	GOOG	2026-06-30
WP Walnut Private Equity Partners, LLCSector-focused	$185.0M	+2.0%	15 +1	BX	2026-06-30
CP Compass Planning Associates IncSector-focused	$185.0M	+18.3%	33 +3	BSV	2026-06-30
FF Farrell Financial LLCDiversified strategy	$184.9M	+10.5%	83 +7	VV	2026-06-30
ME Millstone Evans Group, LLCDiversified strategy	$184.8M	+10.9%	877 +21	NVDA	2026-06-30
PW Positano Wealth Management LtdSector-focused	$184.8M	—	24	GOOGL	2026-06-30
SG Silver Grove Financial Group, Inc.Diversified strategy	$184.8M	+48.6%	2,450 +1,804	SECT	2026-06-30
WA WealthTrust Asset Management, LLCMomentum follower	$184.7M	+10.3%	111 +13	WLTG	2026-06-30
TI Tru Independence Asset Management 2, LLCDiversified strategy	$184.7M	+13.6%	97 +15	DFAC	2026-06-30
HW Hibernia Wealth Partners, LLCDiversified strategy	$184.6M	-45.4%	82 -114	BIL	2026-06-30
IR Income Research & ManagementContrarian	$184.5M	+9.4%	30 +4	BAC 0.6 05-25-27 MTN	2026-06-30
DW Daner Wealth Management, LLCDiversified strategy	$184.5M	+8.4%	96 +8	DFAC	2026-06-30
DQ Dale Q Rice Investment Management LtdSector-focused	$184.4M	+39.8%	68	USD	2026-06-30
ZY ZynergyRetirementPlanningLLCSector-focused	$184.4M	+11.5%	26	IVV	2026-06-30
SL Sanchez Levi GarrettDiversified strategy	$184.3M	+15.5%	75	VOO	2026-06-30
SM Sun Mountain Capital LtdConcentrated strategy	$184.2M	+62.7%	2 +1	IWF	2026-06-30
TC Tacita Capital IncDiversified strategy	$184.2M	+9.1%	214 -24	ACWV	2026-06-30
EI Ervin Investment Management, LLCDiversified strategy	$184.1M	+7.8%	47	BRK-B	2026-06-30
CA Commerce Advisors, LLCDiversified strategy	$184.1M	+54.7%	128 +6	BOXX	2026-06-30
SW Sterling Wealth Advisors IncMomentum follower	$184.0M	+4.9%	20	DFAU	2026-06-30
TC Triavera Capital LLCMomentum follower	$183.8M	+9.9%	15 -1	TSM	2026-06-30
BW BXM Wealth LLCDiversified strategy	$183.8M	+41.5%	163 +32	QQQ	2026-06-30
LC Legend Capital Advisors LLCSector-focused	$183.8M	+14.9%	62 -97	SNOW	2026-06-30
NL Northern Lights Advisors, Inc.Diversified strategy	$183.8M	+24.5%	72 +15	VEA	2026-06-30
MF Menard Financial Group LLCDiversified strategy	$183.7M	+28.4%	80 -2	ZECP	2026-06-30
KI Kestrel Investment Management CORPContrarian	$183.7M	+9.7%	40 +1	PHIN	2026-06-30
RP Retirement Planning Group, LLC / NyDiversified strategy	$183.5M	+18.3%	108 +14	JEPI	2026-06-30
LW LeConte Wealth Management, LLCDiversified strategy	$183.5M	+18.6%	179 +27	RSP	2026-06-30
HG Herbst Group, LLCDiversified strategy	$183.5M	+13.3%	65 +6	QQQ	2026-06-30
MC Millennium Capital Advisors, LLCDiversified strategy	$183.4M	+12.9%	137 +4	AAPL	2026-06-30
AW Alpha Wealth Funds, LLCConcentrated strategy	$183.4M	+22.9%	63 +22	SGOV	2026-06-30
BW BCO Wealth Management LLCSector-focused	$183.4M	+10.2%	45 +3	DFAC	2026-06-30
MC Mcguire Capital Advisors IncDiversified strategy	$183.3M	+17.3%	915 +47	NVDA	2026-06-30
CI Cascade Investment Advisors, Inc.Diversified strategy	$183.3M	+8.5%	113 -3	AMAT	2026-06-30
CJ Caitlin John, LLCDiversified strategy	$183.2M	+9.9%	1,322 +126	BIL	2026-06-30
CC Crew Capital Management, LtdDiversified strategy	$183.1M	+21.4%	112 +3	QQQ	2026-06-30
OI Opus Investment Management IncContrarian	$183.0M	+9.2%	31 +1	VTI	2026-06-30
BW BNB Wealth Management, LLCDiversified strategy	$182.9M	+17.4%	94 +4	CGGO	2026-06-30
TI Tevis Investment ManagementDiversified strategy	$182.8M	+4.1%	104 +5	GBIL	2026-06-30
CW Cannon Wealth Management Services, LLCDiversified strategy	$182.8M	+23.6%	99 +14	SPYM	2026-06-30
TC TB Capital Gestao de Recursos Ltda.Momentum follower	$182.7M	+11.8%	19 +2	BKNG	2026-06-30
XA XP Advisory US, Inc.Concentrated strategy	$182.6M	—	81	SPY	2026-06-30
LW Legacies Wealth LLCMomentum follower	$182.6M	+15.8%	109 +2	VTV	2026-06-30

Showing 6,733-6,783 of 13,277 institutions