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
AC Arrow Capital Management, LLCMomentum follower	$180.6M	+25.3%	21 +5	GOOG	2026-06-30
UL Upper Left Wealth Management, LLCDiversified strategy	$180.5M	+6.6%	73 +5	IAU	2026-06-30
RF Redwood Financial Network CorpDiversified strategy	$180.3M	+18.2%	192 +22	SPTM	2026-06-30
CW Clarity Wealth Development LLCDiversified strategy	$180.2M	+47.0%	59 +15	VTI	2026-06-30
WG Washington Growth Strategies LLCMomentum follower	$180.1M	+17.7%	62 +5	SPY	2026-06-30
PC Potrero Capital Research LLCHigh-turnover trader	$179.9M	+10.4%	47 +13	STX	2026-06-30
IP Investment Partners Asset Management, Inc.Diversified strategy	$179.9M	+11.1%	173 +10	AAPL	2026-06-30
HI Haveli Investment Management LLCHigh-turnover trader	$179.9M	+875.3%	4 +3	FRSH	2026-06-30
UA URS Advisory LLCDiversified strategy	$179.7M	+31.4%	61 +10	VTI	2026-06-30
CC Cox Capital Mgt LLCDiversified strategy	$179.7M	+19.4%	81 +8	GOOGL	2026-06-30
WA Watchtower Advisors, LPContrarian	$179.6M	+27.4%	11 -1	ASML	2026-06-30
IW IMG Wealth Management, Inc.Diversified strategy	$179.5M	+14.4%	612 +106	BUFR	2026-06-30
TM Three Magnolias Financial Advisors, LLCDiversified strategy	$179.5M	+14.2%	112 +9	SCHG	2026-06-30
GC Gould Capital, LLCDiversified strategy	$179.4M	+8.6%	217 +13	VEA	2026-06-30
GP Guerra Pan Advisors, LLCDiversified strategy	$179.2M	+10.8%	118 -3	NVDA	2026-06-30
B& Braun-Bostich & Associates Inc.Diversified strategy	$179.1M	+12.2%	135 +9	VOO	2026-06-30
SG Sanchez Gaunt Capital Management, LLCDiversified strategy	$179.1M	+11.8%	189 +5	VOO	2026-06-30
VF Vista Finance, LLCMomentum follower	$178.9M	+42.1%	69 +14	GLD	2026-06-30
LE Langdon Equity PartnersMomentum follower	$178.9M	+33.9%	9 -2	GSHD	2026-06-30
TW Thryve Wealth Management LLCSector-focused	$178.9M	+19.5%	38 -5	QQQ	2026-06-30
RC Rareview Capital LLCDiversified strategy	$178.8M	+4.8%	51 -1	VOO	2026-06-30
IC Immersion CORPConcentrated strategy	$178.7M	+23.5%	7 -2	BNED	2026-06-30
DW DecisionMap Wealth Management, LLCDiversified strategy	$178.7M	+15.6%	145 +16	IVV	2026-06-30
KS Kamunting Street Capital Management, L.P.Momentum follower	$178.6M	-2.4%	25 -3	EPD	2026-06-30
PW Pursue Wealth Partners LLCDiversified strategy	$178.6M	+6.7%	91 -10	NVDA	2026-06-30
RW Rolek Wealth Management LLCConcentrated strategy	$178.6M	+28.1%	23 +1	QQQM	2026-06-30
RF Reyes Financial Architecture, Inc.Diversified strategy	$178.5M	+45.9%	317 -31	BUFR	2026-06-30
SW Salvus Wealth Management, LLCDiversified strategy	$178.5M	+3.8%	125 -1	BRK-B	2026-06-30
CI Cascade Investment Group, Inc.Diversified strategy	$178.3M	+17.4%	156 +9	VTI	2026-06-30
GC Gallacher Capital Management LLCDiversified strategy	$178.3M	-31.6%	259 -42	SMTH	2026-06-30
BU BullishConcentrated strategy	$178.2M	-15.7%	3 -1	BTC	2026-06-30
RC Royal Capital Wealth Management, LLCDiversified strategy	$178.2M	+10.9%	101 +5	SPY	2026-06-30
NC Newport Capital Group, LLCDiversified strategy	$178.1M	+8.6%	58 -15	IWF	2026-06-30
SC Southern Capital Services Inc /advSector-focused	$178.1M	+14.5%	29	XLK	2026-06-30
FC FACT Capital, LPContrarian	$178.0M	+18.3%	17	TSM	2026-06-30
SC Sarissa Capital Management LPSector-focused	$177.9M	+12.8%	10 +1	INVA	2026-06-30
RP RIHO Partners, LLCMomentum follower	$177.7M	+11.8%	14	PGR	2026-06-30
BC Bulwark Capital CorpDiversified strategy	$177.7M	+9.5%	105 +5	PULS	2026-06-30
MG Montaka Global Pty LtdMomentum follower	$177.6M	+6.2%	20 -1	AMZN	2026-06-30
RE Rydar Equities, Inc.Diversified strategy	$177.6M	+37.5%	107 +15	AAPL	2026-06-30
OS Objectivity Squared, LLCDiversified strategy	$177.5M	+11.9%	56 +1	IWD	2026-06-30
JS J.E. Simmons & Co., P.C.Diversified strategy	$177.5M	+18.7%	72 +6	IVV	2026-06-30
CM Christine Messmer PcDiversified strategy	$177.5M	+13.5%	86 +6	BIV	2026-06-30
MV Medicxi Ventures ManagementConcentrated strategy	$177.4M	-81.9%	3 -1	PHAT	2026-06-30
BF Blackston Financial Advisory Group, LLCDiversified strategy	$177.4M	+11.2%	106	VOO	2026-06-30
SC Stonepine Capital Management, LLCDiversified strategy	$177.3M	-29.0%	87 +4	EOLS	2026-06-30
RP Regeneron Pharmaceuticals, Inc.Concentrated strategy	$177.2M	+270.1%	3 +1	—	2026-06-30
MS Marathon Strategic Advisors, LLCDiversified strategy	$177.1M	+27.4%	50 -2	INTC	2026-06-30
HF Holcombe Financial, Inc.Diversified strategy	$177.1M	+4.1%	51 +2	AAPL	2026-06-30
CW Clark Wealth PartnersDiversified strategy	$177.1M	+19.0%	571 -33	QQQM	2026-06-30
WF Wormser Freres GestionDiversified strategy	$177.0M	+27.8%	66 +24	GOOGL	2026-06-30

Showing 6,835-6,885 of 13,277 institutions