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
SH Safe Harbor Fiduciary, LLCDiversified strategy	$128.4M	+22.3%	61 +5	SPY	2026-06-30
PC P.a.w. Capital CORPDiversified strategy	$128.4M	+248.8%	64 +45	EEFT	2026-06-30
TC TT Capital Management LLCDiversified strategy	$128.4M	+5.8%	77 +4	JAAA	2026-06-30
JR Journey Retirement Planning & Investment Management LLCDiversified strategy	$128.3M	+13.0%	308 +43	SPYG	2026-06-30
K& Kennon-Green & Company, LLCSector-focused	$128.3M	+5.1%	41 +2	GOOGL	2026-06-30
ML Milfam LLCConcentrated strategy	$128.2M	+25.3%	13 +5	NN	2026-06-30
JB Journey Beyond Wealth, LLCSector-focused	$128.1M	+10.0%	30 +1	VOO	2026-06-30
CH Cdkv Holdings LLCDiversified strategy	$128.0M	+12.3%	276 +1	SCHG	2026-06-30
BF Brooklands Fund Management LtdHigh-turnover trader	$128.0M	+45.3%	46 -17	VZ	2026-06-30
L& Lord & Richards Wealth Management, LLCDiversified strategy	$127.8M	+12.1%	181 -101	SPYM	2026-06-30
FF Fortune Financial Group, Inc.Diversified strategy	$127.7M	+15.0%	165 +58	VFLEX	2026-06-30
SI SkyView Investment Advisors, LLCDiversified strategy	$127.7M	-82.8%	278 -40	M3BRIGADE ACQUISITION V CORP	2026-06-30
CW C2C Wealth Management, LLCDiversified strategy	$127.6M	+8.0%	95 +3	IVV	2026-06-30
CI Continental Investors Services, Inc.Diversified strategy	$127.6M	+20.6%	81	ZECP	2026-06-30
PM Parametrica Management LtdHigh-turnover trader	$127.6M	+45.0%	20	—	2026-06-30
NY New York UniversityConcentrated strategy	$127.5M	+3929.3%	1	IEMG	2026-06-30
FC Financial Concepts Unlimited, Inc.Sector-focused	$127.5M	+14.3%	44	QQQ	2026-06-30
TL Twin Lions Management LLCSector-focused	$127.5M	-22.9%	18 -2	OZK	2026-06-30
RP Risk Paradigm Group, LLCDiversified strategy	$127.5M	+8.8%	57 -2	IEF	2026-06-30
OC Osbon Capital Management LLCDiversified strategy	$127.5M	+4.0%	427 -66	VGT	2026-06-30
PA Parvin Asset Management, LLCDiversified strategy	$127.5M	-8.1%	320 +10	AAPL	2026-06-30
FC Farley Capital L.p.Momentum follower	$127.4M	+3.3%	15 -3	GOOG	2026-06-30
EH Eagle Harbor Asset Management Inc /advDiversified strategy	$127.4M	+8.9%	135 +5	AVGO	2026-06-30
KC Kids Capital Management, L.p.Momentum follower	$127.4M	+20.5%	12	GOOGL	2026-06-30
MW M Wealth Management, LLCSector-focused	$127.3M	+7.2%	57 +2	DFAU	2026-06-30
AP Alta Partners Management Company, L.P.Concentrated strategy	$127.3M	-15.7%	2	TYRA	2026-06-30
FG Fairman Group, LLCSector-focused	$127.3M	+8.8%	333 +6	IVV	2026-06-30
DI Dauntless Investment Group, LLCHigh-turnover trader	$127.3M	-15.7%	73 +4	IWM	2026-06-30
RW Roger Wittlin Investment Advisory, LLCSector-focused	$127.3M	+4.1%	43 +4	VTI	2026-06-30
AW Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth StrategiesDiversified strategy	$127.3M	+14.4%	65 +2	VTI	2026-06-30
CP Canaan Partners XI LLCConcentrated strategy	$127.3M	+67.3%	3	AEVA	2026-06-30
PC Perkins Capital Management IncDiversified strategy	$127.2M	+19.2%	79 -7	NTRA	2026-06-30
SA Smith Asset Management Co., LLCDiversified strategy	$127.1M	+9.1%	70 -1	BRK-B	2026-06-30
NA Nwm Advisors, LLCSector-focused	$127.0M	+15.7%	23	VOO	2026-06-30
T& Topor & Co. KoreaMomentum follower	$126.9M	+7.3%	19 +1	VT	2026-06-30
NH North Horizon Holdings Inc.Concentrated strategy	$126.8M	+7.9%	1	SPY	2026-06-30
CC Capital CS Group, LLCHigh-turnover trader	$126.7M	+160.7%	75 +14	UPS	2026-06-30
LH Leo H. Evart, Inc.Diversified strategy	$126.6M	+8.3%	328 +12	SGOV	2026-06-30
PG Pragma Gestao De Patrimonio LTDMomentum follower	$126.6M	-33.1%	16 -2	AMZN	2026-06-30
FF Frankly Finances, LLCDiversified strategy	$126.5M	+14.5%	90 +26	DFUV	2026-06-30
VF Virtus Family Office LLCDiversified strategy	$126.5M	+7.9%	62 -11	PXH	2026-06-30
RF Roxbury Financial LLCDiversified strategy	$126.5M	+13.7%	410 +18	GOOGL	2026-06-30
L& Lubar & Co., IncConcentrated strategy	$126.4M	+6.2%	3	HNRG	2026-06-30
YG York GP, Ltd.Concentrated strategy	$126.3M	-1.1%	3 +1	TPL	2026-06-30
DI DRH Investments, Inc.Momentum follower	$126.3M	+2.5%	20 +4	CAT	2026-06-30
UO University of Wisconsin FoundationSector-focused	$126.3M	+12.1%	9 -1	SMH	2026-06-30
MI MeadowBrook Investment Advisors LLCDiversified strategy	$126.2M	+11.6%	196 +10	AAPL	2026-06-30
TC Tenere Capital LLCContrarian	$125.9M	-7.7%	23 +1	NVDA	2026-06-30
SK Shepherd Kaplan Krochuk, LLCDiversified strategy	$125.9M	+5.8%	62 +1	VTI	2026-06-30
MC Midway Capital Research & ManagementDiversified strategy	$125.8M	+18.6%	114 -3	AMAT	2026-06-30
CA Clio Asset Management LLCMomentum follower	$125.8M	+5.4%	15 -1	ORLY	2026-06-30

Showing 7,855-7,905 of 13,277 institutions