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
CF Certior Financial Group, LLCDiversified strategy	$182.5M	+16.3%	146 +16	SCHG	2026-06-30
NW Nicholas Wealth, LLC.Diversified strategy	$182.5M	+25.9%	127 +16	GIAX	2026-06-30
MW Members Wealth LLCDiversified strategy	$182.4M	+9.0%	120 +7	IVV	2026-06-30
DR Darwins River Capital, LPHigh-turnover trader	$182.4M	-2.4%	26 -12	AMZN	2026-06-30
SI Sterling Investment Management, LLCDiversified strategy	$182.3M	+9.3%	66 +1	VMBS	2026-06-30
LA Lakewood Asset Management LLCDiversified strategy	$182.3M	+16.5%	127 +20	FNDX	2026-06-30
TA TPG Advisors LLCDiversified strategy	$182.2M	+13.6%	116 +6	SCHF	2026-06-30
PS Prentiss Smith & Co IncDiversified strategy	$182.2M	+5.8%	67 +2	GRC	2026-06-30
MP Magnolia Private Wealth, LLCDiversified strategy	$182.2M	+21.4%	153 +19	AVUS	2026-06-30
SR Shotwell Rutter Baer IncMomentum follower	$182.1M	+7.0%	38	VTI	2026-06-30
BF Brewster Financial Planning LLCSector-focused	$182.1M	+10.2%	30 +4	IWB	2026-06-30
FN First National Bank of HutchinsonDiversified strategy	$182.1M	+16.3%	157 +5	IVV	2026-06-30
CA Crown Advisors Management, Inc.Momentum follower	$182.1M	+20.9%	43 +3	FIX	2026-06-30
PW PUREfi Wealth, LLCDiversified strategy	$182.1M	+19.3%	208 +20	IVV	2026-06-30
EW Eq Wealth Advisors, LLCDiversified strategy	$182.0M	+6.4%	57 +3	PYLD	2026-06-30
FC Fosse Capital Partners LLPConcentrated strategy	$182.0M	+34.4%	3 +1	FWONK	2026-06-30
TF Taylor Financial Group, Inc.Diversified strategy	$181.9M	+10.3%	103 +4	VUG	2026-06-30
EC Elevate Capital Advisors, LLCDiversified strategy	$181.9M	+17.6%	77 +5	IGSB	2026-06-30
LI Lagoda Investment Management, L.P.Contrarian	$181.9M	+12.2%	25	TPL	2026-06-30
WM Wilkins Miller Wealth Management, LLCDiversified strategy	$181.8M	+10.0%	95 +6	SCHX	2026-06-30
PW Perspective Wealth Advisors LLCDiversified strategy	$181.8M	+17.9%	70 +15	SPY	2026-06-30
AN Ames National CORPMomentum follower	$181.8M	+9.1%	124 +4	IVV	2026-06-30
CO Charter Oak Advisors LPMomentum follower	$181.8M	+10.2%	14 +1	TLN	2026-06-30
DJ Dean, Jacobson Financial Services, LLCSector-focused	$181.7M	+11.7%	22 +1	SPY	2026-06-30
BF Baring Financial LLCDiversified strategy	$181.7M	+11.2%	89 +17	IVV	2026-06-30
FW Fiduciary Wealth Partners, LLCLong-term holder	$181.7M	+18.9%	69 +9	VOO	2026-06-30
HC Hidden Cove Wealth Management, LLCDiversified strategy	$181.6M	+16.6%	133 +24	IWY	2026-06-30
SG Scalar Gauge Management, LLCHigh-turnover trader	$181.6M	+75.1%	27 +1	FN	2026-06-30
SB Security Benefit Life Insurance Co /ks/Contrarian	$181.5M	-4.6%	20	ARX	2026-06-30
FH Fort Henry Capital, LLCSector-focused	$181.5M	+9.8%	17	IVV	2026-06-30
RW Retirement Wealth Solutions LLCDiversified strategy	$181.5M	+14.4%	811 -11	VOO	2026-06-30
DW Dominguez Wealth Management Solutions, Inc.Diversified strategy	$181.5M	+10.0%	75 +8	VUG	2026-06-30
A& Addis & Hill, IncSector-focused	$181.5M	+10.4%	29 +2	VV	2026-06-30
RW Rayburn West Financial Services LLCDiversified strategy	$181.4M	+6.8%	81 -1	GOOGL	2026-06-30
NV New Vernon Capital Holdings II LLCDiversified strategy	$181.4M	+33.8%	73 -4	TSM	2026-06-30
CC Clearwave Capital, LLCDiversified strategy	$181.4M	+24.0%	166 +20	FELC	2026-06-30
CA Columbia Advisory Partners LLCDiversified strategy	$181.3M	+15.7%	111 +19	QGRW	2026-06-30
RC Renaissance Capital LLCDiversified strategy	$181.3M	+31.4%	52 +5	ALAB	2026-06-30
AS Ariston Services GroupDiversified strategy	$181.2M	+8.4%	70 -1	VIG	2026-06-30
IP Integras Partners LLCDiversified strategy	$181.2M	+19.0%	100 +31	CLOI	2026-06-30
AW Argo Wealth Advisory, LLCDiversified strategy	$181.2M	+6.3%	50 +2	FBND	2026-06-30
NW Nova Wealth Management, Inc.Diversified strategy	$181.2M	+18.0%	570 +25	SPMO	2026-06-30
DF Daviman Financial, LLCDiversified strategy	$181.1M	+7.1%	92 +7	SPYM	2026-06-30
GS Grafton Street Partners Management Company, LLCMomentum follower	$181.1M	+8.3%	10 -1	TSM	2026-06-30
NW Nolet Wealth Management, LLCMomentum follower	$181.1M	+3.1%	203 +51	IVV	2026-06-30
MI Meixler Investment Management, Ltd.Diversified strategy	$181.1M	-2.6%	90 -3	PHYS	2026-06-30
CF Clayton Financial Group LLCDiversified strategy	$180.9M	-7.1%	72 -558	VUG	2026-06-30
AI Axecap Investments, LLCDiversified strategy	$180.8M	+24.4%	73 +4	AAPL	2026-06-30
AM Asset Management Advisors, LLCLong-term holder	$180.8M	+9.4%	17 -2	BRK-B	2026-06-30
SW SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoHigh-turnover trader	$180.8M	+35.4%	57 +5	SPY	2026-06-30
RW Rochester Wealth Strategies, LLCSector-focused	$180.7M	+9.5%	27 +3	VTV	2026-06-30

Showing 6,784-6,834 of 13,277 institutions