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
AV Atlas Venture Advisors, Inc.Concentrated strategy	$143.4M	+18.0%	3	DKNG	2026-06-30
BO Bank of MarinDiversified strategy	$143.4M	+4.7%	150 -2	XLK	2026-06-30
PW Pathway Wealth Management LLCSector-focused	$143.4M	+35.5%	31 +1	NVDA	2026-06-30
JP Jordan Park Trust Co LLCConcentrated strategy	$143.4M	+9.4%	15 +1	IOT	2026-06-30
IC Integrated Capital Management, Inc.Diversified strategy	$143.3M	-4.7%	57 +1	AVLV	2026-06-30
SA Sectoral Asset Management IncDiversified strategy	$143.3M	+18.7%	82 +5	CTNM	2026-06-30
SL Sonnipe LtdConcentrated strategy	$143.2M	+4.8%	1	MNDY	2026-06-30
MA Maxele Advisors, LLCDiversified strategy	$143.1M	+16.3%	98 -2	QTEC	2026-06-30
VA Vienna Asset Management LLCDiversified strategy	$143.0M	+11.1%	73 +13	TSLA	2026-06-30
GC Grizzlyrock Capital, LLCMomentum follower	$143.0M	+13.2%	20 +2	MGNI	2026-06-30
CC Commons Capital, LLCDiversified strategy	$142.9M	+19.5%	96 +11	NVDA	2026-06-30
MC Matters Capital LLCDiversified strategy	$142.9M	+26.7%	75 +11	QQQ	2026-06-30
CP Camelot Portfolios, LLCDiversified strategy	$142.9M	+5.7%	215 +9	MINT	2026-06-30
MF Midwestern Financial, LLC /IADiversified strategy	$142.8M	+12.4%	54	SPY	2026-06-30
SV Strategic Value Bank Partners LLCHigh-turnover trader	$142.8M	-23.3%	10 -4	FSUN	2026-06-30
WK White Knight Strategic Wealth Advisors, LLCDiversified strategy	$142.8M	+20.3%	89 +8	BRK-B	2026-06-30
LF LifePlan Financial, LLCDiversified strategy	$142.8M	+5.5%	89 +6	SPYG	2026-06-30
GC Gilbert Capital Group, Inc.Diversified strategy	$142.8M	+10.3%	56 +5	IVV	2026-06-30
GP Guardsman Private Capital Management, Inc.Sector-focused	$142.7M	+11.5%	44 +2	VTI	2026-06-30
TC Twin City Private Wealth, LLCDiversified strategy	$142.6M	+8.2%	104 +8	AMAT	2026-06-30
OF Outfitters Financial LLCDiversified strategy	$142.6M	+10.4%	80	AMAT	2026-06-30
EI Emmett Investment Management, LPMomentum follower	$142.6M	+9.1%	28 +4	L	2026-06-30
RB Rye Brook Capital LLCMomentum follower	$142.6M	+31.5%	40 +12	QQQ	2026-06-30
CC Clearfield Capital Management LPHigh-turnover trader	$142.6M	-24.1%	5 -12	BITDEER TECHNOLOGIES GROUP	2026-06-30
PW Peak Wealth Management LLCDiversified strategy	$142.5M	+16.9%	59 +5	SCHV	2026-06-30
SG Somerset Group LLCDiversified strategy	$142.5M	+5.8%	58 -1	CHRW	2026-06-30
VA Virtue Asset Management LLCDiversified strategy	$142.4M	+13.4%	108 +2	AAPL	2026-06-30
SA Seelaus Asset Management LLCDiversified strategy	$142.4M	+2.7%	204	AAPL	2026-06-30
GC Gunpowder Capital Management, LLC dba Oliver Wealth ManagementDiversified strategy	$142.4M	+8.0%	408	DFAC	2026-06-30
GW Greenhouse Wealth Management, LLCMomentum follower	$142.3M	-12.0%	52 -5	SPY	2026-06-30
RI Richwood Investment Advisors, LLCDiversified strategy	$142.2M	+9.6%	106 +8	IVV	2026-06-30
BC Barington Companies Management, LLCSector-focused	$142.2M	+15.5%	9 +1	M	2026-06-30
KC KHIS Custodian LPConcentrated strategy	$142.1M	-55.0%	1	KRMN	2026-06-30
LA Legacy Advisory Services, LLCDiversified strategy	$142.1M	+8.5%	54 +5	SHV	2026-06-30
MW MY Wealth Management Inc.Diversified strategy	$142.0M	+37.4%	46 +20	ICSH	2026-06-30
AF ASL Financial, LLCDiversified strategy	$142.0M	+13.4%	99 +8	IVV	2026-06-30
HA Hallstatt Advisors L.p.Sector-focused	$141.9M	+12.3%	13 -2	GVA	2026-06-30
CC Connective Capital Management, LLCSector-focused	$141.9M	+17.2%	70 +4	QQQ	2026-06-30
KF Kropog Financial Group, LLCSector-focused	$141.9M	+15.3%	39 +6	VOOG	2026-06-30
MP MIO Partners, Inc.Concentrated strategy	$141.9M	+4078.1%	6	SPY	2026-06-30
SW Sentinel Wealth Management, Inc.Sector-focused	$141.9M	+13.5%	39	IWB	2026-06-30
KF K2 Financial Inc.Diversified strategy	$141.7M	+3.0%	60 +1	VEA	2026-06-30
TC Travelers Companies, Inc.Concentrated strategy	$141.6M	+11.7%	2 +1	Fidelis Insurance Hldgs Ltd	2026-06-30
IF iSAM FundsDiversified strategy	$141.6M	-30.1%	241 -50	ATO	2026-06-30
LG L1 Global Manager Pty LtdDiversified strategy	$141.6M	-5.3%	121 +3	HYG	2026-06-30
KL Keenan, LLCSector-focused	$141.6M	+19.4%	45 +3	FBCG	2026-06-30
PA PartnerRe Asset Management CORPLong-term holder	$141.5M	+2.5%	2	HYG	2026-06-30
MW Merited Wealth, LLCDiversified strategy	$141.4M	+17.3%	73 -6	IVV	2026-06-30
NA Nestegg Advisors, Inc.Diversified strategy	$141.4M	+24.2%	53 +2	IWF	2026-06-30
VA Veratis Advisors, Inc.Diversified strategy	$141.3M	+11.8%	84 +9	VUG	2026-06-30
AC Alessandra Capital Management, LLCDiversified strategy	$141.3M	+20.4%	127 +15	LLY	2026-06-30

Showing 7,549-7,599 of 13,277 institutions