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.

Most recently filedReported valueNameTurnoverHoldingsAllDiversified strategyLong-term holderQuality / disciplined sizingMomentum followerSector-focusedConcentrated strategyContrarianHigh-turnover trader

	Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
	CR Clear Retirement Advice LLCDiversified strategy	$146.0M	+14.7%	54	SCHO	2026-06-30
	BF Bridgelight Financial Advisors, Inc.Diversified strategy	$146.0M	+23.8%	49 +9	CAT	2026-06-30
	EF Elm3 Financial Group, LLCDiversified strategy	$146.0M	+23.3%	135 +18	AMZN	2026-06-30
	DG DMC Group, LLCDiversified strategy	$146.0M	-1.4%	128 -13	AAPL	2026-06-30
	AF Antonelli Financial Advisors, LLCDiversified strategy	$145.8M	+0.8%	53 +1	VTV	2026-06-30
	SR Split Rock Private Trading & Wealth Management, LLCSector-focused	$145.8M	+12.9%	49 +3	KOOL	2026-06-30
	JC JM2 Capital Inc.Diversified strategy	$145.7M	+20.9%	121 +7	NVDA	2026-06-30
	AC AWH Capital, L.P.Momentum follower	$145.7M	+32.3%	22 +2	GTX	2026-06-30
	TF Tenzing Financial LLCDiversified strategy	$145.6M	+9.3%	84 +14	JEPI	2026-06-30
	EC Enhancing Capital LLCDiversified strategy	$145.4M	+7.9%	90 +4	LLY	2026-06-30
	WC Wynnefield Capital IncSector-focused	$145.4M	-1.4%	8 -1	NATR	2026-06-30
	BP Bingham Private Wealth, LLCDiversified strategy	$145.3M	+15.3%	178 +14	AAPL	2026-06-30
	HA Hegarty Advisors, LLCDiversified strategy	$145.3M	+14.6%	66 +9	VEU	2026-06-30
	RC RMR Capital Management, LLCDiversified strategy	$145.2M	+4.9%	76 +1	BRK-B	2026-06-30
	CF Corus Family Wealth AdvisorsDiversified strategy	$145.2M	+18.3%	82 +13	DFAC	2026-06-30
	CC Cushing Capital Partners, LLCDiversified strategy	$145.2M	+11.6%	99 +3	ACIO	2026-06-30
	GT Global Trust Wealth Management LLCDiversified strategy	$145.2M	+9.7%	75 -8	SPY	2026-06-30
	AC Anchor Capital Management Group IncConcentrated strategy	$145.1M	+0.9%	16 -1	QQQ	2026-06-30
	LW LightSquare Wealth Management, LLCDiversified strategy	$145.0M	+8.7%	104 +12	XLK	2026-06-30
	DC Dara Capital US, Inc.Diversified strategy	$145.0M	+37.5%	110 -9	MU	2026-06-30
	VG VUB Generali dochodkova spravcovska spolocnost, a.s.Diversified strategy	$145.0M	+14.4%	91	NVDA	2026-06-30
	CR Clarity Retirement & Wealth, LLCMomentum follower	$144.9M	+16.9%	35 +8	FBCG	2026-06-30
	MC Magnolia Capital Management LTDDiversified strategy	$144.9M	-2.3%	75 +1	QQQ	2026-06-30
	SI SWP Investment Management LLCContrarian	$144.8M	+8.2%	43 -3	MSFT	2026-06-30
	PC Pangea Capital Gestao de Recursos Ltda.Concentrated strategy	$144.8M	+10.1%	11 +2	BRK-B	2026-06-30
	EP Elizabeth Park Capital Advisors, Ltd.Sector-focused	$144.8M	+11.4%	44 -2	QCRH	2026-06-30
	GW Gilpin Wealth Management, LLCDiversified strategy	$144.7M	+14.6%	1,064 +65	NVDA	2026-06-30
	JE Jacobs Equity LLCDiversified strategy	$144.7M	+29.5%	121 +16	VGK	2026-06-30
	PW Pinnacle West Asset Management, Inc.Diversified strategy	$144.7M	-1.6%	104 -10	AAPL	2026-06-30
	SI Snowwater Investment Partners, LLCDiversified strategy	$144.6M	+36.4%	98 +9	UDR	2026-06-30
	CG Clifford Group, LLCMomentum follower	$144.6M	+11.4%	86 +6	VOO	2026-06-30
	PR Post Resch Tallon Group Inc.Diversified strategy	$144.6M	+16.9%	138 +18	IVV	2026-06-30
	WS Warm Springs Advisors Inc.Diversified strategy	$144.6M	+22.7%	45 -3	NVDA	2026-06-30
	NF NorthLanding Financial Partners, LLCSector-focused	$144.5M	+16.5%	45 +4	IVV	2026-06-30
	SO Sierra Ocean, LLCDiversified strategy	$144.5M	+18.6%	72 +12	SPMO	2026-06-30
	RB Robert B. Daugherty FoundationConcentrated strategy	$144.4M	+44.4%	1	VMI	2026-06-30
	BA Blueline Advisors LLCDiversified strategy	$144.4M	+12.0%	260 +43	VTV	2026-06-30
	BH Beacon Hill Wealth Management LTD.Sector-focused	$144.3M	—	27	DFAC	2026-06-30
	B& Boyce & Associates Wealth Consulting, Inc.Diversified strategy	$144.2M	+9.3%	82 +2	DGRW	2026-06-30
	MB Marble Bar Asset Management LLPHigh-turnover trader	$144.2M	+41.6%	42 +12	WBD	2026-06-30
	OI Oakmont Investment Advisors, Inc.Diversified strategy	$144.1M	+31.9%	115 +17	MU	2026-06-30
	Aquamarine Zurich AGSector-focused	$144.1M	+6.5%	7	BRK-B	2026-06-30
	SC Sharp Capital Gestora de Recursos Ltda.Concentrated strategy	$144.1M	-24.9%	6 -1	NU	2026-06-30
	CO Carbahal Olsen Financial Services Group, LLCSector-focused	$144.0M	+15.1%	40 +3	IVV	2026-06-30
	PF Planwiser Financial, LLCDiversified strategy	$143.9M	+4.2%	50 +3	AVUS	2026-06-30
	YA Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.High-turnover trader	$143.8M	+167.1%	40 +14	VOO	2026-06-30
	BJ Blue Jean Financial LLCDiversified strategy	$143.7M	+18.4%	70 +2	XYZ	2026-06-30
	FF Fox Financial, IncContrarian	$143.6M	+17.2%	12 +1	DLN	2026-06-30
	WW Woodside Wealth Management LLCSector-focused	$143.5M	+12.1%	45 +1	VOO	2026-06-30
	AC Acuta Capital Partners, LLCSector-focused	$143.5M	+2.1%	23 -4	PRAX	2026-06-30
	FP Flax Pond Capital, LLCDiversified strategy	$143.5M	+15.4%	56 -6	GLD	2026-06-30

Showing 7,498-7,548 of 13,277 institutions