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
AA AdviceOne Advisory Services, LLCConcentrated strategy	$177.0M	+7.1%	45 +4	RTX	2026-06-30
AI Accredited Investor Services, LLCLong-term holder	$177.0M	+13.6%	81 +4	AVUS	2026-06-30
AL Asahi Life Asset Management Co., LTD.Diversified strategy	$177.0M	+14.4%	158 +8	CAT	2026-06-30
VA Vannoy Advisory Group, Inc.Sector-focused	$176.9M	+12.0%	30 +2	DFAC	2026-06-30
IA IvyRock Asset ManagementConcentrated strategy	$176.9M	-0.6%	25	PDD	2026-06-30
WC W.H. Cornerstone Investments Inc.Diversified strategy	$176.8M	+10.5%	141 +12	VTI	2026-06-30
JW Jacksonville Wealth Management, LLCDiversified strategy	$176.8M	+19.4%	76 +8	SPY	2026-06-30
FP Five Pine Wealth ManagementDiversified strategy	$176.7M	+9.9%	51 +4	BND	2026-06-30
FF Forthright Family Wealth Advisory LLCDiversified strategy	$176.7M	+18.5%	57 -6	SPYM	2026-06-30
TW TLW Wealth Management, LLCMomentum follower	$176.7M	+3.5%	20 +4	GOOG	2026-06-30
MH Mountain Hill Investment Partners Corp.Diversified strategy	$176.5M	+4.5%	195 -10	FBND	2026-06-30
SA Sjbenen Advisory, LLCSector-focused	$176.5M	+47.3%	34 +7	SPY	2026-06-30
CC Clutterbuck Capital Management LLCConcentrated strategy	$176.4M	+7.5%	6 +1	NN	2026-06-30
IA Impala Asset Management LLCSector-focused	$176.4M	-17.8%	20 -6	CENX	2026-06-30
WF Wealthgarden F.s. LLCDiversified strategy	$176.4M	+20.4%	187 +22	IVV	2026-06-30
RF Richardson Financial Services Inc.Diversified strategy	$176.3M	+10.3%	1,105 -27	SPYM	2026-06-30
VB Valley Brook Capital Group, Inc.Diversified strategy	$176.3M	+18.2%	120 +8	AAPL	2026-06-30
PX Peak XV Partners Operations LLCHigh-turnover trader	$176.3M	+60.5%	1 -1	HORIZON QUANTUM HOLDINGS LTD CL A ORD SHS	2026-06-30
CH CYBER HORNET ETFs LLCDiversified strategy	$176.2M	+13.7%	508 +1	NVDA	2026-06-30
CC Caspian Capital LPSector-focused	$176.1M	+71.3%	13 +4	HYG	2026-06-30
BM Black Maple Capital Management LPDiversified strategy	$176.1M	-1.9%	94 -4	SPY	2026-06-30
LF Legend Financial Advisors, Inc.Momentum follower	$176.0M	+13.5%	40 +2	SOXX	2026-06-30
KR Karnit Road Accident Victims Compensation FundConcentrated strategy	$176.0M	+3.3%	17	SPY	2026-06-30
AD Albert D Mason IncDiversified strategy	$176.0M	+13.9%	139 +10	LRCX	2026-06-30
DF Dedeker Financial LLCDiversified strategy	$176.0M	+53.4%	55 +5	QLD	2026-06-30
MP Marcho Partners LLPSector-focused	$175.8M	+42.0%	6 +1	TSM	2026-06-30
TI Thor Investment Management Inc /oh/ /advDiversified strategy	$175.8M	-6.7%	61 +5	GDXJ	2026-06-30
PF Providence Financial Advisors, LLCMomentum follower	$175.8M	+0.2%	60 +1	GSST	2026-06-30
SL Stone Loft Wealth Management LLCSector-focused	$175.8M	+25.6%	31 +2	VTI	2026-06-30
RF Rainier Family Wealth IncDiversified strategy	$175.7M	+17.9%	102 +9	SPYM	2026-06-30
MD Millbank Dartmoor Portsmouth LLCConcentrated strategy	$175.7M	+14.3%	2	SPY	2026-06-30
BC BML Capital Management, LLCSector-focused	$175.7M	+12.8%	18 +2	ACRS	2026-06-30
RW Resolute Wealth Advisor, Inc.Diversified strategy	$175.7M	0.0%	94	IVV	2026-06-30
PC Pelham Capital Ltd.Momentum follower	$175.6M	+37.6%	12 +3	HLT	2026-06-30
FF Flavin Financial Services, Inc.Diversified strategy	$175.5M	+18.1%	81 +9	JPST	2026-06-30
WP Wealth Preservation Advisors, LLCDiversified strategy	$175.4M	+45.7%	118 -984	GOOG	2026-06-30
CC Capstone Capital LLCConcentrated strategy	$175.1M	+12.8%	26 +4	DFAC	2026-06-30
EW Elevate Wealth Advisory, IncDiversified strategy	$175.1M	+10.5%	127 +2	ITOT	2026-06-30
BF Buttonwood Financial Group, LLCSector-focused	$175.0M	+7.7%	33 +3	DYNF	2026-06-30
GC Gallagher Capital Advisors, LLCDiversified strategy	$174.9M	+17.9%	71 +6	IVW	2026-06-30
BW Basepoint Wealth LLCDiversified strategy	$174.8M	0.0%	632 -11	PHYS	2026-06-30
JM J. M. Brown & Associates Inc.Diversified strategy	$174.7M	—	167	SSO	2026-06-30
CF CNO Financial Group, Inc.Quality / disciplined sizing	$174.7M	+0.1%	18	BKLN	2026-06-30
CC Credit Capital Investments LLCSector-focused	$174.6M	+58.5%	42 +3	MU	2026-06-30
PT Pring Turner Capital Group IncDiversified strategy	$174.6M	+5.1%	73 +1	IGV	2026-06-30
CW CogentBlue Wealth Advisors, LLCDiversified strategy	$174.5M	+17.3%	103 +25	AVDV	2026-06-30
H& Hansen & Associates Financial Group, Inc.Momentum follower	$174.5M	-1.5%	45 +3	SHV	2026-06-30
BA Boyar Asset Management Inc.Diversified strategy	$174.4M	-0.8%	77 -1	MSFT	2026-06-30
SV Stilwell Value LLCSector-focused	$174.4M	+4.5%	24 -1	WHLR 7 12-31-31	2026-06-30
AW Alterna Wealth Management, IncDiversified strategy	$174.3M	+32.0%	109 +4	IUSB	2026-06-30
AI Accelerate Investment Advisors LLCDiversified strategy	$174.1M	+16.3%	149 +16	SPYM	2026-06-30

Showing 6,886-6,936 of 13,277 institutions