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
CF Chapman Financial Group, LLCDiversified strategy	$150.5M	+7.7%	311 -4	GOOG	2026-06-30
RY Richard Young Associates, Ltd.Momentum follower	$150.5M	+14.2%	29 +4	DFAT	2026-06-30
LF Leibman Financial Services, Inc.Diversified strategy	$150.4M	+10.4%	46 -3	USFR	2026-06-30
QA Quattro Advisors LLCDiversified strategy	$150.3M	+30.2%	58 +7	QQQ	2026-06-30
SP Spartan Planning & Wealth ManagementDiversified strategy	$150.3M	+11.1%	75 +6	SPTM	2026-06-30
AW AmeriServ Wealth AdvisorsConcentrated strategy	$150.2M	-4.1%	94 -10	VOO	2026-06-30
PI Pb Investment Partners, L.p.Sector-focused	$150.2M	+18.2%	9 -1	HGV	2026-06-30
IV Index Venture Growth Associates III LtdConcentrated strategy	$150.2M	+27.3%	2	HOOD	2026-06-30
NM Nicholson Meyer Capital Management, Inc.Diversified strategy	$150.1M	+15.2%	45 +2	IWB	2026-06-30
BM Bridger Management, LLCContrarian	$150.1M	+17.3%	24	MS	2026-06-30
KC Kennondale Capital Management LLCDiversified strategy	$150.1M	+8.2%	80 +2	MPC	2026-06-30
TP Turn8 Private Wealth Inc.Diversified strategy	$149.9M	-6.3%	54 +3	MSFT	2026-06-30
PA Pw Advisors, LLC \ FlLong-term holder	$149.8M	+12.2%	36 +1	AVUV	2026-06-30
SG Sankala Group LLCDiversified strategy	$149.8M	+22.4%	636 +73	TFLO	2026-06-30
SC Sovereign's Capital Management, LLCDiversified strategy	$149.8M	+10.3%	70 -6	MOH	2026-06-30
PF PlanVest Financial, IncDiversified strategy	$149.7M	+13.8%	597 +32	SCHD	2026-06-30
SH Safe Harbor Family Capital, LLCSector-focused	$149.7M	+17.1%	57 +2	VTI	2026-06-30
AI Axiom Investment Management LLCDiversified strategy	$149.7M	+13.8%	4,311 +355	UNP	2026-06-30
BC Black Cypress Capital Management, LLCLong-term holder	$149.6M	+7.4%	29 -2	FND	2026-06-30
CF Compass Financial Group, Inc.Diversified strategy	$149.6M	+9.5%	48 +1	SPY	2026-06-30
LC LTG Capital LLCSector-focused	$149.5M	+14.2%	24 +1	IJR	2026-06-30
EC EJF Capital LPDiversified strategy	$149.5M	+5.3%	72 +3	COSO	2026-06-30
SS South Shore Capital AdvisorsDiversified strategy	$149.4M	+9.2%	154 +15	SPY	2026-06-30
PI Platt Investment Counsel, LLCLong-term holder	$149.3M	+14.9%	14 +1	ESGV	2026-06-30
BW Blodgett Wealth Advisors, LLCDiversified strategy	$149.2M	+18.3%	72 +8	IWF	2026-06-30
HR Hoertkorn Richard CharlesDiversified strategy	$149.2M	+22.4%	72 -4	MRVL	2026-06-30
VC Vennlight Capital Management, LPHigh-turnover trader	$149.2M	+50.8%	32 +14	BKV	2026-06-30
CC Cannell Capital LLCSector-focused	$149.1M	-3.7%	36 -5	ASIC	2026-06-30
GA Green Alpha Advisors, LLCDiversified strategy	$149.1M	+46.8%	113 +6	LRCX	2026-06-30
C& Cravens & Co Advisors, LLCDiversified strategy	$149.0M	-3.2%	67 +3	DFAC	2026-06-30
SM Seven Mile AdvisoryDiversified strategy	$148.9M	+7.5%	158 -24	NVDA	2026-06-30
VF Vested Financial Planning, LLCSector-focused	$148.9M	+13.4%	29 +2	DFAC	2026-06-30
OI Oder Investment Management, LLCDiversified strategy	$148.9M	+14.3%	113 +11	AAPL	2026-06-30
PH Pine Haven Investment Counsel, IncDiversified strategy	$148.8M	+9.4%	116 +2	AAPL	2026-06-30
JC J2 Capital Management IncDiversified strategy	$148.7M	+2.0%	123 +7	TFLO	2026-06-30
CT Camelot Technology Advisors, Inc.Diversified strategy	$148.7M	+7.8%	61 +2	IVV	2026-06-30
SI Sage Investment Advisers LLCDiversified strategy	$148.7M	+10.1%	98 +9	VOO	2026-06-30
FE Forty-three Eighteen Advisors, LLCDiversified strategy	$148.6M	+11.9%	74 -1	WMT	2026-06-30
FA Fiduciary Advisors, Inc.Diversified strategy	$148.6M	+11.7%	155 +34	VOO	2026-06-30
SC Stewardship Concepts Financial Services LLCDiversified strategy	$148.6M	+16.4%	70 +8	CGDV	2026-06-30
HL Hamilton Lane Advisors LLCSector-focused	$148.6M	+6.2%	14 -6	—	2026-06-30
WA Whipplewood Advisors, LLCDiversified strategy	$148.6M	-22.9%	636 -429	JAAA	2026-06-30
PJ Phillip James Consulting Co.Diversified strategy	$148.5M	+12.6%	401 +23	EWA	2026-06-30
SA swisspartners Advisors LtdMomentum follower	$148.4M	-6.8%	23 -1	APA	2026-06-30
NF Northstar Financial Companies, Inc.Diversified strategy	$148.4M	+18.0%	118 +5	IWB	2026-06-30
MC Morgan Creek Capital Management, LLCConcentrated strategy	$148.4M	-2.0%	15 +6	FIGR	2026-06-30
TC Tuttle Capital Management, LLCDiversified strategy	$148.4M	+144.0%	116 -8	IPGP	2026-06-30
MF Monetta Financial Services IncDiversified strategy	$148.4M	+15.1%	59 +1	SPY	2026-06-30
IU Ivory Union Consulting LtdConcentrated strategy	$148.4M	+16.3%	3	NVDA	2026-06-30
PA Phil A. Younker & Associates, Ltd.Momentum follower	$148.4M	-1.1%	29 -7	SCHZ	2026-06-30
AA Accordant Advisory Group IncDiversified strategy	$148.3M	-8.1%	242 +4	FPI	2026-06-30

Showing 7,396-7,446 of 13,277 institutions