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
TW TopTier Wealth Management, LLCDiversified strategy	$165.5M	+1.8%	133 -662	DGRW	2026-06-30
RB Robert Bosch GmbHConcentrated strategy	$165.5M	+3.2%	3	ADS TEC ENERGY PLC	2026-06-30
KW KOM Wealth Management Group, LLCDiversified strategy	$165.5M	+12.8%	96 +7	VTI	2026-06-30
OC OceanIQ Capital, LLCSector-focused	$165.5M	—	115	NVDA	2026-06-30
LI Lancaster Investment ManagementSector-focused	$165.4M	-9.0%	10 +1	LBTYA	2026-06-30
GC Gratia Capital, LLCSector-focused	$165.4M	-27.2%	31 -33	AEHR	2026-06-30
CF Copley Financial Group, Inc.Diversified strategy	$165.4M	-0.2%	141 +7	SECT	2026-06-30
AC Anchorage Capital Advisors, L.P.Concentrated strategy	$165.3M	-56.3%	5 -1	XIFR	2026-06-30
LM Lansing Management LPMomentum follower	$165.2M	+9.7%	13 -1	IBKR	2026-06-30
MC Multicoin Capital Management, LLCHigh-turnover trader	$165.1M	+117.4%	2 -1	HOOD	2026-06-30
FH Framtiden Holdings Management Co LLCMomentum follower	$165.0M	+61.6%	6	HRB	2026-06-30
FG Foresight Global Investors, Inc.Contrarian	$165.0M	+7.1%	32 +3	NVS	2026-06-30
HC Hahn Capital Management LLCQuality / disciplined sizing	$164.9M	+3.6%	31	KEYS	2026-06-30
HP Hickory Point Bank & TrustDiversified strategy	$164.9M	+8.8%	554 -31	ITOT	2026-06-30
TT TOWER TRUST & INVESTMENT CoDiversified strategy	$164.8M	+8.2%	248 +39	AAPL	2026-06-30
LF Laraway Financial Advisors IncDiversified strategy	$164.7M	+15.8%	140 +11	AAPL	2026-06-30
CR Charter Research & Investment Group, Inc.Diversified strategy	$164.7M	+9.7%	92 +6	AAPL	2026-06-30
AS Ares Systematic Credit LtdDiversified strategy	$164.7M	+30.1%	242 +92	—	2026-06-30
HA HC Advisors, LLCDiversified strategy	$164.7M	+10.3%	62 +2	SCHR	2026-06-30
VE Vann Equity Management LLCDiversified strategy	$164.7M	+17.3%	168 +10	NVDA	2026-06-30
GP Gaddis Premier Wealth Advisors LLCDiversified strategy	$164.6M	+21.4%	99 +14	IHDG	2026-06-30
AF Atala Financial IncDiversified strategy	$164.5M	+10.5%	121 +4	GOOGL	2026-06-30
FV Forerunner Ventures Management, LLCConcentrated strategy	$164.5M	-2.8%	1	CHYM	2026-06-30
CA Cannon Advisors, Inc.Diversified strategy	$164.4M	+21.9%	93 +6	QQQ	2026-06-30
JW JDH Wealth Management, LLCDiversified strategy	$164.3M	+10.8%	61 +7	DFAC	2026-06-30
HW Hemming& Wealth Management, Inc.Sector-focused	$164.3M	+14.7%	16 +1	JQUA	2026-06-30
WC Winebrenner Capital Management LLCDiversified strategy	$164.2M	+5.5%	153 +14	JPIE	2026-06-30
VC Velan Capital Investment Management LPDiversified strategy	$164.2M	+2.9%	53 +3	PRAX	2026-06-30
PS Paradigm, Strategies in Wealth Management, LLCDiversified strategy	$164.1M	+11.3%	61 +6	SCHG	2026-06-30
IF Interactive Financial Advisors, Inc.Diversified strategy	$164.1M	+7.3%	74 -4	IVV	2026-06-30
SC Simcoe Capital LLCMomentum follower	$164.0M	+50.5%	37 +6	PGNY	2026-06-30
FL Family Legacy Financial Solutions, LLCDiversified strategy	$164.0M	+33.2%	65 +17	AMD	2026-06-30
SC Sippican Capital AdvisorsDiversified strategy	$163.9M	+12.2%	111 +4	TBBK	2026-06-30
BC Breakout Capital Partners, LPContrarian	$163.9M	-5.8%	8	MMYT	2026-06-30
CA Campion Asset ManagementDiversified strategy	$163.9M	+11.1%	83 +1	IJH	2026-06-30
PC Piedmont Capital Management, LLC/NCDiversified strategy	$163.8M	+9.3%	123 +4	VOO	2026-06-30
SF S&A Financial Services, Inc.Diversified strategy	$163.8M	—	88	SHYG	2026-06-30
MC Meadow Creek Wealth Advisors LLCDiversified strategy	$163.8M	+6.0%	139 +4	IVV	2026-06-30
BF Broadview Financial Management, LLCSector-focused	$163.8M	+11.8%	43 +3	IEFA	2026-06-30
AW Apex Wealth Management, LLCDiversified strategy	$163.7M	+12.3%	63 +6	IVV	2026-06-30
HF Holistic Financial PartnersDiversified strategy	$163.6M	-39.2%	120 -26	LLY	2026-06-30
AW Arbor Wealth Advisors LLCMomentum follower	$163.6M	+14.7%	60 +4	VTV	2026-06-30
AI Aurora Investment Managers, LLC.Diversified strategy	$163.5M	+20.3%	52 +22	AAPL	2026-06-30
CC Climber Capital SADiversified strategy	$163.5M	+7.1%	64 -5	VOO	2026-06-30
PF Petros Family Wealth, LLCDiversified strategy	$163.5M	+16.5%	421 +23	SPY	2026-06-30
TP Totem Point Management, LLCHigh-turnover trader	$163.5M	+108.6%	18 +1	—	2026-06-30
WA Waterfall Asset Management, LLCSector-focused	$163.4M	-8.6%	18 -2	PMT 8.5 06-01-29	2026-06-30
TN Terra Nova Asset Management LLCDiversified strategy	$163.4M	+20.9%	93 +10	GOOGL	2026-06-30
RC Rexford Capital IncDiversified strategy	$163.3M	+16.5%	301 -15	KLAC	2026-06-30
YM Yorktown Management & Research Co IncDiversified strategy	$163.3M	+36.6%	249 +35	FIX	2026-06-30
KF Kopp Family Office, LLCSector-focused	$163.2M	+12.3%	29 +8	AGG	2026-06-30

Showing 7,090-7,140 of 13,277 institutions