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
AC Appalachian Capital Management LtdMomentum follower	$137.9M	+10.4%	43 -2	SCHB	2026-06-30
BC Broadwater Capital Management LLCDiversified strategy	$137.9M	+3.0%	208 -3	AAPL	2026-06-30
CF Cassilly Financial Group LLCDiversified strategy	$137.8M	+19.6%	75 +11	IEFA	2026-06-30
OI Orca Investment Management, LLCDiversified strategy	$137.8M	+17.2%	60 +3	GOOG	2026-06-30
AR Approach Retirement Advisors, LLCDiversified strategy	$137.7M	+14.6%	82 +3	DFAC	2026-06-30
WA Windsor Advisory Group, LLCDiversified strategy	$137.7M	+15.1%	97 +15	WOR	2026-06-30
PO Pin Oak Investment Advisors IncDiversified strategy	$137.6M	-2.7%	480 -24	KRP	2026-06-30
LF Littlejohn Financial Services, Inc.Diversified strategy	$137.6M	+3.4%	71 +10	QQQ	2026-06-30
SM Soapstone Management L.P.Momentum follower	$137.5M	-2.1%	13 +1	AGI	2026-06-30
RA Rubicon Advisors, GPDiversified strategy	$137.3M	+19.5%	86 +10	AAPL	2026-06-30
PG Pitti Group Wealth Management, LLCDiversified strategy	$137.3M	+11.4%	84 +3	EFA	2026-06-30
GF Gts Financial, LLCSector-focused	$137.2M	+8.7%	41 -2	SPYM	2026-06-30
MA Marquette Associates, Inc.Sector-focused	$137.2M	+49.2%	38 +13	SPY	2026-06-30
WF WealthPoint Financial, LLCDiversified strategy	$137.2M	+14.8%	126 +5	SPYM	2026-06-30
FJ Ferguson Johnson Wealth Management IncSector-focused	$137.2M	+11.3%	38 +4	DFCF	2026-06-30
FF Farnam Financial LLCDiversified strategy	$137.1M	+12.9%	53 +4	VEA	2026-06-30
TB Trustco Bank CORP N YDiversified strategy	$137.1M	+21.8%	147 +12	AMAT	2026-06-30
SD Sentinel Dome Partners, LLCHigh-turnover trader	$137.1M	+30.4%	32 +3	UNIT	2026-06-30
SJ Stephen J. Garry & Associates, LLCDiversified strategy	$137.1M	+10.2%	55 +4	VUG	2026-06-30
T& Templeton & Phillips Capital Management, LLCLong-term holder	$137.1M	+11.7%	52 -3	BRK-B	2026-06-30
DS Daytona Street Capital LLCDiversified strategy	$137.0M	+5.6%	279 -23	GOOG	2026-06-30
CC Crabel Capital Management, LLCDiversified strategy	$136.9M	+1167.1%	51 +33	HYG	2026-06-30
SR Syntax Research, Inc.Diversified strategy	$136.9M	-12.9%	179 -13	IVV	2026-06-30
II Impact Investors, IncDiversified strategy	$136.8M	-5.0%	130 -44	SPTL	2026-06-30
SW Stone Wealth PartnersDiversified strategy	$136.8M	+22.8%	63 +4	SPYG	2026-06-30
BC Barrier Capital Management, LLCMomentum follower	$136.8M	+20.1%	18 +2	GOOGL	2026-06-30
MW Momentum Wealth Planning, LLCContrarian	$136.7M	+21.5%	39 +3	SPY	2026-06-30
TW Timmons Wealth Management, LLCContrarian	$136.7M	+29.6%	74 +1	SPY	2026-06-30
IA Investment Advisory Services Group LLCMomentum follower	$136.7M	+18.9%	37 +8	IVV	2026-06-30
AI Axos Invest Inc.Long-term holder	$136.6M	+3.3%	20 +1	VOO	2026-06-30
LI Latash Investments, LLCConcentrated strategy	$136.5M	+6.0%	20 +1	WFC	2026-06-30
AI Aventus Investment Advisors, Inc.Diversified strategy	$136.5M	+15.5%	157 +9	QUAL	2026-06-30
VS Vesey Street Capital Partners, L.L.C.Concentrated strategy	$136.5M	+59.0%	2	AIRS	2026-06-30
SC Sidoxia Capital Management, LLCDiversified strategy	$136.4M	+17.8%	88 +5	STRL	2026-06-30
FE Fulcrum Equity ManagementDiversified strategy	$136.4M	+31.8%	144 +16	ITOT	2026-06-30
TH Transmarket Holdings LPHigh-turnover trader	$136.3M	-27.2%	33 -6	SCHO	2026-06-30
KC KVP Capital Advisors, LPSector-focused	$136.2M	+1.8%	35 +3	PRAX	2026-06-30
RC Rahlfs Capital, LLCDiversified strategy	$136.2M	+0.1%	86	AAPL	2026-06-30
WF WJ Financial Advisors LLCDiversified strategy	$136.1M	+9.9%	137 +9	AAPL	2026-06-30
SB Semitam Bonam LLCDiversified strategy	$136.1M	+11.2%	50 +6	VTI	2026-06-30
II Ishara Investments LPHigh-turnover trader	$136.1M	+28.9%	41 +4	ACAD	2026-06-30
GB Golden Bell Financial Planning LLCMomentum follower	$136.0M	+8.4%	41 +4	BND	2026-06-30
RI Rhodes Investment Advisors Inc /advDiversified strategy	$136.0M	+17.1%	127 +11	BRK-B	2026-06-30
RC Red Crane Wealth Management, LLCDiversified strategy	$136.0M	+11.9%	79 +7	SIXJ	2026-06-30
HM Hanseatic Management Services IncDiversified strategy	$135.9M	+30.1%	83 +3	ICSH	2026-06-30
CW Challenger Wealth ManagementDiversified strategy	$135.9M	+8.6%	65 +7	CGDV	2026-06-30
PW Phillips Wealth Planners LLCDiversified strategy	$135.8M	+2.1%	217 +7	VOO	2026-06-30
CW Core Wealth Advisors, LLCMomentum follower	$135.7M	+4.3%	35 +2	IVV	2026-06-30
DF Donalies Financial Planning, LLCDiversified strategy	$135.7M	+15.7%	78 +4	DFAC	2026-06-30
TF Telligent Fund, LPSector-focused	$135.7M	+44.9%	23 -1	MU	2026-06-30
VA Valor Advisors LLCMomentum follower	$135.7M	+14.1%	32 -3	SPY	2026-06-30

Showing 7,651-7,701 of 13,277 institutions