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.

Most recently filedReported valueNameTurnoverHoldingsAllMomentum followerLong-term holderDiversified strategyQuality / disciplined sizingSector-focusedHigh-turnover traderConcentrated strategyContrarian

	Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
	FF Forum Financial Management, LPMomentum follower	$7.8B	+10.2%	420 +22	DFAC	2026-06-30
	EM Elo Mutual Pension Insurance CoDiversified strategy	$7.8B	+28.1%	593 +12	NVDA	2026-06-30
	AA ABN AMRO Bank N.V.Diversified strategy	$7.7B	-16.5%	231 +3	NVDA	2026-06-30
	AA Amova Asset Management Americas, Inc.Diversified strategy	$7.7B	+9.6%	276 +90	HOOD	2026-06-30
	Appaloosa LPMomentum follower	$7.7B	+30.2%	27 -4	AMZN	2026-06-30
	XT XTX Topco LtdDiversified strategy	$7.7B	+34.3%	4,087 +314	CVX	2026-06-30
	EG Engineers Gate Manager LPDiversified strategy	$7.7B	-3.6%	2,192 +55	BKH	2026-06-30
	CG Crossmark Global Holdings, Inc.Diversified strategy	$7.7B	+13.9%	1,267 +28	NVDA	2026-06-30
	CG Carmignac GestionDiversified strategy	$7.7B	+18.4%	100 -12	NVDA	2026-06-30
	AC Aristeia Capital, L.l.c.Diversified strategy	$7.7B	+59.5%	788 +92	QQQ	2026-06-30
	SI Sb Investment AdvisersConcentrated strategy	$7.7B	-0.8%	9 -1	CPNG	2026-06-30
	WA Whitebox Advisors LLCDiversified strategy	$7.7B	-5.8%	667 +99	SPY	2026-06-30
	SC Sapient Capital LLCMomentum follower	$7.6B	+15.3%	396 -47	LLY	2026-06-30
	SC Saudi Central BankDiversified strategy	$7.6B	+61.4%	505 -9	MU	2026-06-30
	CW Cliftonlarsonallen Wealth Advisors, LLCDiversified strategy	$7.6B	+11.4%	253 +31	VOO	2026-06-30
	BF Boothbay Fund Management, LLCDiversified strategy	$7.6B	-1.4%	2,199 +187	SPY	2026-06-30
	CI Capital Investment Advisors, LLCDiversified strategy	$7.6B	+11.0%	789 +40	DGRO	2026-06-30
	ED Edmond De Rothschild Holding S.a.Diversified strategy	$7.6B	+9.7%	1,099 +126	GOOGL	2026-06-30
	TA Tocqueville Asset Management L.p.Diversified strategy	$7.6B	+12.2%	557 +10	HD	2026-06-30
	RI RiverFront Investment Group, LLCDiversified strategy	$7.6B	+17.0%	427 +43	IEFA	2026-06-30
	HP Hm Payson & CoDiversified strategy	$7.5B	+8.8%	1,604 +4	AAPL	2026-06-30
	OS OssiamDiversified strategy	$7.5B	+32.6%	680 +292	SPYM	2026-06-30
	SL Signaturefd, LLCDiversified strategy	$7.5B	+14.7%	3,541 +53	IWF	2026-06-30
	EA Eventide Asset Management, LLCDiversified strategy	$7.5B	+23.8%	301 +23	GH	2026-06-30
	HI Harbour Investments, Inc.Diversified strategy	$7.4B	+14.6%	4,768 +95	VOO	2026-06-30
	FP Findlay Park Partners LLPDiversified strategy	$7.4B	+3.3%	49 -7	TDY	2026-06-30
	HF Hantz Financial Services, Inc.Diversified strategy	$7.4B	+12.7%	2,568 -11	IVV	2026-06-30
	CM CastleKnight Management LPDiversified strategy	$7.4B	+23.1%	488 +37	IWM	2026-06-30
	DL Douglas Lane & Associates, LLCDiversified strategy	$7.4B	+6.3%	250 +9	NVDA	2026-06-30
	DE Defiance ETFs, LLCDiversified strategy	$7.4B	+6.0%	388 +22	IVV	2026-06-30
	TB Thoma Bravo, L.p.Concentrated strategy	$7.3B	+9.5%	3	SAIL	2026-06-30
	BN Bokf, NADiversified strategy	$7.3B	+10.9%	1,505 +84	IWB	2026-06-30
	GI Gradient Investments LLCDiversified strategy	$7.2B	+12.3%	448 +28	SPYM	2026-06-30
	GT Glenview Trust CoDiversified strategy	$7.2B	+13.6%	809 +18	NVDA	2026-06-30
	SP Slate Path Capital LPHigh-turnover trader	$7.2B	+7.3%	40 -4	UNP	2026-06-30
	Oaktree Capital Management LPDiversified strategy	$7.2B	+9.9%	145 -2	SPY	2026-06-30
	SA Simplify Asset Management Inc.Concentrated strategy	$7.2B	+10.3%	141 -2	SBIL	2026-06-30
	CI Cbre Investment Management Listed Real Assets LLCDiversified strategy	$7.2B	+6.5%	171 +75	WELL	2026-06-30
	SA Scopus Asset Management, L.p.Diversified strategy	$7.1B	+23.2%	265 -15	PH	2026-06-30
	TC TENOR CAPITAL MANAGEMENT Co., L.P.Diversified strategy	$7.1B	+9.3%	549 +48	ON 0 05-01-27	2026-06-30
	CG Capital Group Private Client Services, Inc.Diversified strategy	$7.1B	+19.6%	260 +20	CGGR	2026-06-30
	HP Harvest Portfolios Group Inc.Diversified strategy	$7.1B	+17.0%	267 +7	LLY	2026-06-30
	AC Apella Capital, LLCDiversified strategy	$7.1B	+5.1%	753 +66	DFAC	2026-06-30
	EW Evercore Wealth Management, LLCDiversified strategy	$7.1B	+11.1%	734 +12	NVDA	2026-06-30
	BF Bradley Foster & Sargent Inc/ctDiversified strategy	$7.1B	+9.8%	535 +19	GOOGL	2026-06-30
	CI Capital International SarlDiversified strategy	$7.1B	+15.6%	287	AVGO	2026-06-30
	AS Aware Super Pty Ltd as trustee of Aware SuperDiversified strategy	$7.1B	+6.9%	236 +1	NVDA	2026-06-30
	AA ACR Alpine Capital Research, LLCMomentum follower	$7.0B	+5.2%	70 +3	GBIL	2026-06-30
	FM Fiduciary Management Inc /wi/Diversified strategy	$7.0B	-12.7%	56 -6	ARMK	2026-06-30
	AA AQR Arbitrage LLCDiversified strategy	$7.0B	+15.3%	634 +78	EA	2026-06-30
	MW McMill Wealth ManagementHigh-turnover trader	$7.0B	+1766.5%	61 +2	STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	2026-06-30

Showing 664-714 of 13,274 institutions