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
VF Virtus Fixed Income Advisers, LLCConcentrated strategy	$158.4M	+29.3%	86 +62	VABS	2026-06-30
CC Collaborative Capital Advisors LLCLong-term holder	$158.4M	—	88	SPY	2026-06-30
SF Seek First Inc.Diversified strategy	$158.4M	+11.6%	67 +9	SCHG	2026-06-30
FC Flagship Capital Management Inc.Diversified strategy	$158.4M	+16.4%	50 +2	XLK	2026-06-30
SC Superstring Capital Management LPSector-focused	$158.4M	+13.2%	32 -3	COGT	2026-06-30
SW Schwallier Wealth Management LLCDiversified strategy	$158.3M	+15.7%	69 +11	VTV	2026-06-30
MA Minerva Advisors LLCDiversified strategy	$158.3M	+2.2%	46 -46	EML	2026-06-30
BA Brightwater Advisory LLCDiversified strategy	$158.3M	+4.7%	59 -1	SCHF	2026-06-30
KA Kopion Asset Management, LLCSector-focused	$158.2M	+23.1%	21 +1	VRNS	2026-06-30
KC Kastel Capital Advisors, LLCDiversified strategy	$158.1M	-2.9%	57 +2	IVV	2026-06-30
SW Seed Wealth Management, Inc.Diversified strategy	$158.0M	+8.7%	100 +2	AAUS	2026-06-30
RW Ridgeline Wealth Planning, LLCMomentum follower	$157.8M	+15.2%	53 +2	SPYM	2026-06-30
CA Centerpoint Advisory GroupDiversified strategy	$157.7M	+18.7%	117 +9	SPMO	2026-06-30
TC Town Capital LLCDiversified strategy	$157.7M	—	75	IVV	2026-06-30
AP Aurora Private Wealth, Inc.Diversified strategy	$157.6M	+12.2%	177 +10	SPY	2026-06-30
LD Lepercq De Neuflize Asset Management LLCHigh-turnover trader	$157.5M	+14.2%	37 +11	SPY	2026-06-30
BC Blue Capital, Inc.Diversified strategy	$157.5M	+2.9%	122 +15	QQQ	2026-06-30
AW ADG Wealth Management Group, LLCLong-term holder	$157.5M	+8.8%	41 -10	IVW	2026-06-30
SF Sound Financial Strategies Group, LLCDiversified strategy	$157.5M	+7.5%	121 +10	AGG	2026-06-30
CM CM Management, LLCDiversified strategy	$157.4M	+31.6%	71	RIGL	2026-06-30
PT Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Diversified strategy	$157.4M	+17.2%	85 +5	UBER	2026-06-30
DF Demming Financial Services CORP /advMomentum follower	$157.3M	+14.2%	41 +4	DFAC	2026-06-30
AI Abbington Investment GroupDiversified strategy	$157.1M	-8.6%	52 +1	AHLT	2026-06-30
BG Bruce G. Allen Investments, LLCDiversified strategy	$156.9M	+2.7%	1,037 -47	EFV	2026-06-30
QG Q Global Advisors, LLCContrarian	$156.8M	+38.3%	48 -1	ASCENDIS PHARMA A/S	2026-06-30
PM Penbrook Management LLCDiversified strategy	$156.8M	+18.7%	101 +8	NVO	2026-06-30
AF Avantra Family Wealth, Inc.Diversified strategy	$156.7M	+16.6%	165 +7	AAPL	2026-06-30
AW Authentikos Wealth Advisory, LLCDiversified strategy	$156.7M	+5.8%	72 +2	BILZ	2026-06-30
MF Mosaic Financial Group, LLCDiversified strategy	$156.4M	+11.0%	134 +8	IVV	2026-06-30
BC Bayesian Capital Management, LPDiversified strategy	$156.3M	+90.8%	223 +86	BABA	2026-06-30
MC Mork Capital Management, LLCDiversified strategy	$156.3M	+11.0%	105 +2	ANF	2026-06-30
AF Atlantic Family Wealth, LLCMomentum follower	$156.3M	+12.9%	64 +5	IVV	2026-06-30
AD A. D. Beadell Investment Counsel, Inc.Diversified strategy	$156.2M	-0.2%	104 +4	TSM	2026-06-30
HS H Squared Management LPMomentum follower	$156.2M	+44.0%	15 +1	TSM	2026-06-30
FW FMA Wealth Management, LLCMomentum follower	$156.2M	+3.9%	42 +4	VEA	2026-06-30
PI Polaris Investment Advisors, LLCDiversified strategy	$156.1M	+13.8%	78 +8	IVV	2026-06-30
CC Cyrus Capital Partners, L.p.Concentrated strategy	$156.1M	-20.4%	4 -2	ECHO	2026-06-30
WC WLTH Capital Management, LLCMomentum follower	$156.0M	+22.3%	29 +3	IEFA	2026-06-30
AP Allied Private Wealth LLCDiversified strategy	$156.0M	—	906	AAPL	2026-06-30
MF Michels Family Financial, LLCDiversified strategy	$156.0M	+12.5%	148 +9	SPY	2026-06-30
HC Harpswell Capital Advisors, LLCSector-focused	$155.8M	+16.0%	46 +10	VSGX	2026-06-30
AC AlpenGlobal Capital LLCMomentum follower	$155.8M	-0.8%	35 -1	TSLA	2026-06-30
JA Joel Adams & Associates, Inc.Diversified strategy	$155.7M	+15.6%	68 +4	VOO	2026-06-30
AC APEIRON CAPITAL LtdHigh-turnover trader	$155.7M	+45.6%	14 +1	MUU	2026-06-30
RW Rare Wolf Capital LLCDiversified strategy	$155.7M	+0.8%	120 -7	GOOG	2026-06-30
SC Settian Capital LPContrarian	$155.7M	+9.0%	23 -3	MA	2026-06-30
BF Bonfire FinancialDiversified strategy	$155.6M	+17.1%	60 +3	XLK	2026-06-30
FL Financial Life PlannersSector-focused	$155.6M	+19.3%	339 -28	QQQ	2026-06-30
RB Renasant BankDiversified strategy	$155.6M	+10.1%	251 +11	ACIO	2026-06-30
CP Clarendon Private LLCDiversified strategy	$155.6M	+19.5%	124 +5	NVDA	2026-06-30
CW Clearview Wealth Management LLCDiversified strategy	$155.6M	+10.1%	62 +2	SPHQ	2026-06-30

Showing 7,243-7,293 of 13,277 institutions