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
AP Atlantic Private Wealth, LLCMomentum follower	$163.2M	+6.7%	301 -14	SPY	2026-06-30
NI Nabity-Jensen Investment Management IncDiversified strategy	$163.1M	+13.2%	70	VTV	2026-06-30
GI Gem Investment Advisors, LLCSector-focused	$163.1M	+60.4%	36 +1	GTX	2026-06-30
MC Mercuria Capital Strategies, LLCSector-focused	$163.1M	-37.7%	23 -8	SHAZ	2026-06-30
GC Generation Capital Management LLCDiversified strategy	$163.0M	+19.1%	83 +9	TBIL	2026-06-30
AC Arrington Capital Management, LLCSector-focused	$162.7M	+67.5%	46 +13	—	2026-06-30
GF Gimbal FinancialSector-focused	$162.7M	-2.3%	56 +1	IVV	2026-06-30
VV Versant Venture Management, LLCConcentrated strategy	$162.6M	+15.0%	8	GLUE	2026-06-30
TC Trium Capital LLPHigh-turnover trader	$162.6M	+14.5%	53 -10	T	2026-06-30
KF Krane Financial Solutions LLCDiversified strategy	$162.4M	+10.4%	55 +7	IWF	2026-06-30
VB Value Base Ltd.Concentrated strategy	$162.3M	+28.0%	8 -1	CGNT	2026-06-30
RW Reicon Wealth Advisors, LLCConcentrated strategy	$162.3M	+23.2%	93 +21	SPY	2026-06-30
CC Candelo Capital Management LPMomentum follower	$162.3M	+34.0%	34 +3	SMH	2026-06-30
CF Cornerstone Financial Group, LLC /NE/Diversified strategy	$162.2M	+4.1%	75 +2	SPTM	2026-06-30
CC Cruiser Capital Advisors, LLCSector-focused	$162.2M	+53.9%	51 -2	ISHARES TR	2026-06-30
EA Exome Asset Management LLCDiversified strategy	$162.1M	-16.2%	52 -4	GH	2026-06-30
ST Sageworth Trust Co of South DakotaDiversified strategy	$162.1M	+28.4%	61 +5	VTI	2026-06-30
MI Macroview Investment Management LLCDiversified strategy	$162.0M	+12.5%	106 +7	SPY	2026-06-30
TF Tme Financial, Inc.Diversified strategy	$162.0M	+12.2%	70 +5	ICVT	2026-06-30
TA Tiptree Advisors, LLCMomentum follower	$161.8M	-6.1%	24 +2	AMZN	2026-06-30
PW PMG Wealth Management, Inc.Diversified strategy	$161.7M	+16.6%	61 +2	VIG	2026-06-30
R& Randall & Associates Wealth ManagementDiversified strategy	$161.7M	+9.0%	52 -4	MGK	2026-06-30
CF Chancellor Financial Group WB LPDiversified strategy	$161.5M	+14.3%	149 +9	AAPL	2026-06-30
1I 1620 Investment Advisors, Inc.Diversified strategy	$161.5M	+9.2%	678 +20	SPIB	2026-06-30
PW Pinnacle Wealth Management, LLCMomentum follower	$161.5M	+8.8%	31 +6	GRNY	2026-06-30
BC Buckley Capital Advisors, LLCSector-focused	$161.4M	+16.0%	16 +1	LQDA	2026-06-30
W& White & Co Financial Planning IncMomentum follower	$161.4M	+13.5%	20	SCHA	2026-06-30
NW Navigate Wealth Management, LLCDiversified strategy	$161.4M	+13.3%	79 +7	SGOV	2026-06-30
MF Mendota Financial Group, LLCSector-focused	$161.4M	+19.6%	33 +1	DFUS	2026-06-30
LL Laurore LtdConcentrated strategy	$161.3M	-38.7%	1	IBIT	2026-06-30
LA LM Asset Management Inc.Sector-focused	$161.3M	-16.1%	10	LUMN	2026-06-30
AW Aureum Wealth Management, LLCDiversified strategy	$161.3M	+12.2%	62 +2	SPYG	2026-06-30
GT GreatBanc Trust COMomentum follower	$161.2M	+12.8%	114 +2	VOO	2026-06-30
BW Bosman Wealth Management, LLCDiversified strategy	$161.2M	+41.9%	56 +4	MU	2026-06-30
MW Merkkuri Wealth Advisors LLCDiversified strategy	$161.2M	+6.7%	81 -318	SPYM	2026-06-30
M& Murphy & Mullick Capital Management CorpDiversified strategy	$161.2M	+19.3%	666 -60	NVDA	2026-06-30
BF Burr Financial Services, LLCSector-focused	$161.2M	+28.1%	26 +1	NVDA	2026-06-30
LW Lighthouse Wealth Management Inc.Diversified strategy	$161.0M	+9.4%	47 +4	QQQ	2026-06-30
SF Savoir Faire Capital Management, L.P.Sector-focused	$161.0M	-2.8%	43 -1	BTI	2026-06-30
SR Summer Road LLCConcentrated strategy	$161.0M	+13.4%	21 -3	OCUL	2026-06-30
MW Mascagni Wealth Management, Inc.Diversified strategy	$161.0M	+14.7%	142 +15	ICVT	2026-06-30
MC MidAtlantic Capital Management, Inc.Diversified strategy	$160.9M	+11.0%	86 +2	IVV	2026-06-30
AC Arlington Capital Management, Inc.Diversified strategy	$160.8M	-9.3%	112 +1	NVDA	2026-06-30
SA Steinberg Asset Management LLCLong-term holder	$160.7M	+4.1%	44 +4	GLNG	2026-06-30
EB Exchange BankDiversified strategy	$160.6M	+11.3%	205 +28	AAPL	2026-06-30
ML Mountain Lake Investment Management LLCMomentum follower	$160.6M	+3.7%	31 +2	PHYS	2026-06-30
PI Philadelphia Investment Partners, LLCDiversified strategy	$160.6M	+9.2%	2,382 +79	ANGL	2026-06-30
AC Arthedge Capital Management, LLCSector-focused	$160.6M	+39.0%	13 +2	INTC	2026-06-30
AF Avant Financial Advisors LLCDiversified strategy	$160.6M	+12.9%	69 +4	VTI	2026-06-30
FF Future Financial Wealth Managment LLCDiversified strategy	$160.4M	+3.4%	132 +4	QQQM	2026-06-30
PC Palouse Capital Management, Inc.Diversified strategy	$160.4M	+6.0%	124 -11	NTAP	2026-06-30

Showing 7,141-7,191 of 13,277 institutions