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
LB Lane Brothers & Co IncDiversified strategy	$152.9M	+11.4%	95 +12	JPST	2026-06-30
TW Trace Wealth Advisors, LLCDiversified strategy	$152.8M	+14.5%	69 +3	VTI	2026-06-30
AF Allium Financial Advisors, LLCDiversified strategy	$152.7M	+22.5%	80 +1	EEM	2026-06-30
SO State of Wisconsin - Board of Commissioners of Public LandsQuality / disciplined sizing	$152.7M	+0.6%	6	PHYQX	2026-06-30
CC Crestwood Capital Management, L.P.Contrarian	$152.7M	+4.9%	16 +1	VIK	2026-06-30
D& Durante & Waters, LLCMomentum follower	$152.6M	+10.5%	31	IVV	2026-06-30
TL Towerview LLCConcentrated strategy	$152.5M	-1.6%	17 +1	TRC	2026-06-30
SI Stoneridge Investment Partners LLCDiversified strategy	$152.5M	+10.3%	146 +18	MSFT	2026-06-30
HA Hedges Asset Management LLCDiversified strategy	$152.4M	+7.5%	108	GBCI	2026-06-30
MW Madrid Wealth Management, LLCDiversified strategy	$152.4M	+15.0%	70	AVUS	2026-06-30
CI Caldwell Investment Management Ltd.Sector-focused	$152.3M	-40.3%	33 -24	CBOE	2026-06-30
PA PHOENIX ASSET MANAGEMENT PARTNERS LtdMomentum follower	$152.3M	+14.8%	12 +2	W	2026-06-30
RP Redwood Park Advisors LLCMomentum follower	$152.2M	+1.4%	353 +26	GBIL	2026-06-30
CP Clayton Partners LLCMomentum follower	$152.2M	+10.6%	44 +6	SNDA	2026-06-30
TC Tannin Capital LLCDiversified strategy	$152.2M	+10.4%	169 +17	BRK-A	2026-06-30
IA IF Advisors, LLCDiversified strategy	$152.1M	+7.5%	60 +7	VV	2026-06-30
MW Moulton Wealth Management, IncDiversified strategy	$152.1M	+3.5%	66 +14	SPYM	2026-06-30
CW Chung Wu Investment Group, LLCDiversified strategy	$152.1M	+31.0%	283 +24	IVV	2026-06-30
WC WealthTrak Capital Management LLCDiversified strategy	$152.0M	+8.6%	77 -3	SPYM	2026-06-30
HF Hummer Financial Advisory Services IncDiversified strategy	$152.0M	+7.5%	129	SPY	2026-06-30
CL Crcm LPConcentrated strategy	$151.9M	+7.6%	12 -4	IAU	2026-06-30
L& Lederer & Associates Investment Counsel/caDiversified strategy	$151.9M	+7.6%	84 +1	AAPL	2026-06-30
PF Prota Financial, LLCDiversified strategy	$151.9M	+10.1%	70 +3	JEPQ	2026-06-30
UF Uptown Financial Advisors LLCDiversified strategy	$151.9M	+20.6%	88 +12	VUG	2026-06-30
AL Advaya LLPMomentum follower	$151.8M	+5.6%	6 -1	AMZN	2026-06-30
TL True Light Capital Pte. Ltd.Sector-focused	$151.7M	-23.3%	8	PDD	2026-06-30
TC TTRF Capital LtdConcentrated strategy	$151.7M	—	13	NBIS	2026-06-30
WC Washington Capital Management, IncDiversified strategy	$151.5M	+28.0%	113 +11	VTI	2026-06-30
MC Meritech Capital Associates V L.L.C.Concentrated strategy	$151.3M	+7.2%	2	DDOG	2026-06-30
RA Rps Advisory Solutions LLCSector-focused	$151.3M	-14.2%	104 -4	AAPL	2026-06-30
PP Paladin Partners, LLCDiversified strategy	$151.2M	+9.0%	214 +2	IWB	2026-06-30
MW Mittelman Wealth ManagementDiversified strategy	$151.2M	-5.7%	53 +1	VIG	2026-06-30
W& Williams & Novak, LLCDiversified strategy	$151.2M	+13.2%	146 +3	MFUS	2026-06-30
M& MJT & Associates Financial Advisory Group, Inc.Momentum follower	$151.2M	+11.0%	465 +23	ITOT	2026-06-30
WF Womack Financial LLCDiversified strategy	$151.2M	+11.3%	70 -1	SCHM	2026-06-30
NF Northern Financial Advisors IncDiversified strategy	$151.2M	+10.2%	100 -5	SPY	2026-06-30
NC Neumann Capital Management, LLCDiversified strategy	$151.2M	-55.5%	58 -44	IJR	2026-06-30
OF Orographic Financial Advisors, LLCDiversified strategy	$151.2M	+7.2%	105 -1	AAPL	2026-06-30
GA Gagnon Advisors, LLCMomentum follower	$151.1M	+11.2%	22	CDNA	2026-06-30
AF ATX Financial Planning, LLCDiversified strategy	$151.1M	+14.8%	83 +2	BALT	2026-06-30
HT Hartmann Taylor Wealth Management, LLCDiversified strategy	$151.0M	-0.1%	54	VTV	2026-06-30
BD Black Diamond Capital Management I, LLLPSector-focused	$151.0M	+11.2%	8	CPSS	2026-06-30
RS Rik Saylor Financial, Inc.Diversified strategy	$150.9M	+14.6%	89 +4	QQQ	2026-06-30
TM Themes Management Co LLCDiversified strategy	$150.9M	-6.9%	120 -31	GE	2026-06-30
ST Signal Tree Financial Partners LLCDiversified strategy	$150.9M	+13.9%	53 +6	VOO	2026-06-30
HI Hamrick Investment Counsel, llcDiversified strategy	$150.8M	-16.5%	186 -180	SCHJ	2026-06-30
AW A4 Wealth Advisors LLCDiversified strategy	$150.8M	+23.2%	92 -11	VOO	2026-06-30
AT Adelphi Trust CoDiversified strategy	$150.7M	+22.6%	200 +18	VO	2026-06-30
PA Paladin Advisory Group, LLCDiversified strategy	$150.6M	+14.5%	243 +2	IWF	2026-06-30
SG Slocum, Gordon & Co LLPDiversified strategy	$150.5M	+2.4%	70 +6	MRK	2026-06-30
SF Stonebridge Financial Group, LLC / MODiversified strategy	$150.5M	+26.9%	171 +6	PVAL	2026-06-30

Showing 7,345-7,395 of 13,277 institutions