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
CA Chesapeake Asset Management LLCDiversified strategy	$130.9M	+3.9%	376 +48	LLY	2026-06-30
FW Fulcrum Wealth Advisors, LLCDiversified strategy	$130.9M	+8.4%	81 +9	SGOL	2026-06-30
PC Provident Co of the Employees of the Hebrew University LTDHigh-turnover trader	$130.8M	+106.3%	35 +9	SMH	2026-06-30
GF Godfrey Financial Associates, Inc.Diversified strategy	$130.7M	+12.1%	1,090 -32	IVV	2026-06-30
NF NewCorp Financial Services, Inc.Diversified strategy	$130.6M	+13.3%	54 +4	VOO	2026-06-30
AC Ativo Capital Management LLCDiversified strategy	$130.6M	+13.6%	56 +1	TSM	2026-06-30
WH Wulff, Hansen & Co.Diversified strategy	$130.5M	+33.3%	109 +11	VGT	2026-06-30
HG Haven Global Partners, LLCSector-focused	$130.5M	+22.7%	8	RYAAY	2026-06-30
SC Seal Cove Capital, LLCConcentrated strategy	$130.5M	+14.3%	34 -61	SPY	2026-06-30
BA BaybanDiversified strategy	$130.3M	+13.3%	595 -76	UNH	2026-06-30
4A 4wealth Advisors, Inc.Diversified strategy	$130.3M	+11.3%	151 +9	BIL	2026-06-30
BN BankChampaign, National AssociationDiversified strategy	$130.2M	+29.2%	200 +14	WDC	2026-06-30
MA McLaughlin Asset Management, Inc.Diversified strategy	$130.2M	+24.4%	92 +1	SPY	2026-06-30
RD R.H. Dinel Investment Counsel, Inc.Diversified strategy	$130.2M	+5.3%	40	MSFT	2026-06-30
LI Lynch Investment Planning, LLCDiversified strategy	$130.2M	+17.0%	56 +2	BOND	2026-06-30
AM APS Management Group, Inc.Diversified strategy	$130.1M	+11.3%	77 +5	FTCB	2026-06-30
NC Nano Cap New Millennium Growth Fund L PDiversified strategy	$130.0M	+21.6%	135 -10	SILC	2026-06-30
TW Troutman Wealth Management, LLCMomentum follower	$130.0M	+8.4%	38 +2	CGCP	2026-06-30
DM Diker Management LLCSector-focused	$129.9M	+15.9%	46 +4	STE	2026-06-30
FH Forest Hill Capital, LLCSector-focused	$129.9M	-14.7%	21 +2	PHYS	2026-06-30
CI CPR Investments Inc.Sector-focused	$129.9M	-13.3%	55 +4	TBLL	2026-06-30
AI Argus Investors' Counsel, Inc.Diversified strategy	$129.9M	+15.5%	106 +4	AMAT	2026-06-30
AI Avail Investment Partners, LLCDiversified strategy	$129.8M	+38.7%	199 +62	NVDA	2026-06-30
MW Maimon Wealth Management LTD.Diversified strategy	$129.8M	+13.9%	80 +3	NEAR	2026-06-30
AI Advocate Investing Services LLCDiversified strategy	$129.8M	+10.0%	460 +12	GSY	2026-06-30
TI Tandem Investment Partners LLCDiversified strategy	$129.7M	+10.0%	76 +3	VCRB	2026-06-30
HO Hudson Oak Wealth Advisory LLCDiversified strategy	$129.7M	+12.7%	52	VOO	2026-06-30
EC Epacria Capital Partners, LLCMomentum follower	$129.6M	+0.3%	24 -5	BTI	2026-06-30
GS Global Strategic Management IncSector-focused	$129.6M	+7.6%	26 +1	BTG	2026-06-30
WC Wolfstich Capital, LLCSector-focused	$129.5M	+13.3%	19 -26	DFAC	2026-06-30
CT Capital Today Evergreen Fund, L.P.Concentrated strategy	$129.5M	-25.1%	3	PDD	2026-06-30
WI Whitebark Investors LPSector-focused	$129.5M	+3.5%	10 +1	GLBE	2026-06-30
GC Graham Capital Wealth Management, LLCDiversified strategy	$129.4M	+14.9%	62 +6	AMERICAN EXCEPTIONALISM ACQU	2026-06-30
SF Schaeffer Financial LLCLong-term holder	$129.3M	+8.8%	27 +2	IGSB	2026-06-30
DW Davis Wealth Advisors, LLCDiversified strategy	$129.3M	+7.4%	93 +21	IVV	2026-06-30
UC Up Capital Management, Inc.Sector-focused	$129.2M	+45.0%	20 +2	NVDA	2026-06-30
SC Santa Clara Valley Transportation AuthorityConcentrated strategy	$129.1M	+7.4%	4	IEMG	2026-06-30
SL Sierra Legacy GroupDiversified strategy	$129.1M	-1.6%	79 +2	SHV	2026-06-30
SH S Harris Financial Group, LLCDiversified strategy	$129.0M	+17.7%	124 +17	FBND	2026-06-30
CI CenturyLink Investment Management CoConcentrated strategy	$129.0M	-26.2%	3	IEF	2026-06-30
SA Sherman Asset Management, Inc.Diversified strategy	$128.9M	+18.6%	136 -18	IVV	2026-06-30
CW CrossGen Wealth, LLCDiversified strategy	$128.7M	+13.1%	214 +14	IVV	2026-06-30
KI Koenig Investment Advisory, LLCMomentum follower	$128.7M	+9.3%	37 +1	FLV	2026-06-30
Q1 Quest 10 Wealth Builders, Inc.Diversified strategy	$128.7M	+12.8%	811 +14	VOO	2026-06-30
LR Linden Rose Investment LLCSector-focused	$128.7M	+68.9%	8 +2	—	2026-06-30
PF Professional Financial Solutions LLC /advSector-focused	$128.7M	+14.5%	41 +3	DFAT	2026-06-30
JF JMN Financial LLCDiversified strategy	$128.6M	+26.4%	229 +40	BSV	2026-06-30
WH William Howard & Co Financial Advisors IncSector-focused	$128.6M	+11.1%	54	IVV	2026-06-30
RC Ridge Creek Global, IncDiversified strategy	$128.5M	+9.0%	94 +9	VTI	2026-06-30
AF Afg Fiduciary Services Limited PartnershipDiversified strategy	$128.5M	-24.9%	60 -32	SPY	2026-06-30
TP TenCore Partners, LPMomentum follower	$128.4M	-0.2%	15 +1	MSFT	2026-06-30

Showing 7,804-7,854 of 13,277 institutions