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
SP Smith Partners Wealth Management, LLCDiversified strategy	$125.8M	+12.7%	73 -3	VUG	2026-06-30
HP Heights Point Management, LPHigh-turnover trader	$125.7M	+16.5%	21	MRCY	2026-06-30
MP Milestones Private Investment Advisors LLCDiversified strategy	$125.6M	+10.7%	77 -1	RDVY	2026-06-30
KC Katamaran Capital LLPMomentum follower	$125.5M	+1.0%	36 +6	V	2026-06-30
SP Signet Private Wealth LLCDiversified strategy	$125.4M	+19.7%	127 +9	IVV	2026-06-30
GW Graetz Wealth LLCDiversified strategy	$125.4M	+11.9%	84 +4	VOO	2026-06-30
JM J. Mark Nickell & Co.Momentum follower	$125.4M	+13.2%	30 -2	QUAL	2026-06-30
BC Bretton Capital Management, LLCMomentum follower	$125.3M	+14.6%	20 +2	GOOG	2026-06-30
SC Summerhill Capital Management lnc.Momentum follower	$125.3M	+9.3%	18 -17	GOOGL	2026-06-30
AV Alamea Verwaltungs GmbHSector-focused	$125.2M	-7.2%	78 -9	GLD	2026-06-30
EH EMG Holdings, L.P.High-turnover trader	$125.2M	-68.4%	21 -6	SPY	2026-06-30
EP E6 Portfolios, LLCDiversified strategy	$125.2M	+30.5%	97 +39	DFAC	2026-06-30
OE O'Domhnaill Enterprises, Inc.Diversified strategy	$125.1M	+0.8%	61 +6	SGOV	2026-06-30
IT Index Technologies Group LLCDiversified strategy	$125.1M	+36.3%	275 +140	EEM	2026-06-30
S& SHUTTLEWORTH & CoDiversified strategy	$125.1M	+13.2%	51 -1	AMAT	2026-06-30
BD Barnes Dennig Private Wealth Management LLCDiversified strategy	$125.0M	+23.8%	365 +58	AMAT	2026-06-30
D& Dougherty & Associates, LLCDiversified strategy	$125.0M	+14.8%	52	NVDA	2026-06-30
YC Yunqi Capital LtdConcentrated strategy	$124.9M	+35.2%	4	STAA	2026-06-30
BF Broussard Financial Group LLCSector-focused	$124.9M	-0.1%	35 +6	USFR	2026-06-30
SW Stonehaven Wealth & Tax Solutions, LLCDiversified strategy	$124.9M	+10.4%	93 +11	SPYM	2026-06-30
DV DAG Ventures, LLCConcentrated strategy	$124.8M	-3.1%	3	WLTH	2026-06-30
CF Cornerstone Financial Management LLCDiversified strategy	$124.7M	+14.4%	1,471 +160	MGV	2026-06-30
KW Kassira Wealth Management LLCDiversified strategy	$124.7M	+14.5%	64 +5	SGOV	2026-06-30
C& Cauble & Harre Wealth Management, Inc.Diversified strategy	$124.7M	-0.7%	72 -2	AVUV	2026-06-30
BH Box Hill Private Wealth LLCDiversified strategy	$124.7M	+23.2%	67 +1	VV	2026-06-30
KS Kennebec Savings BankDiversified strategy	$124.6M	+11.9%	284 +35	AAPL	2026-06-30
EI Essential Investment Partners LLCDiversified strategy	$124.5M	+15.3%	312 +11	BE	2026-06-30
HC Haven Capital Group, Inc.Sector-focused	$124.5M	+15.6%	37	AVGO	2026-06-30
PW Platt Wealth Management LLCDiversified strategy	$124.4M	+21.3%	57 +7	CGDV	2026-06-30
BV Bristlecone Value Partners, LLCDiversified strategy	$124.3M	+9.4%	70 +2	VEA	2026-06-30
MF Miller Financial Services LLCDiversified strategy	$124.3M	+36.1%	148 +23	PEP	2026-06-30
EI Edmp, Inc.Diversified strategy	$124.3M	+0.5%	70 -1	AVGO	2026-06-30
SF Sherwood Financial Partners, LLCSector-focused	$124.2M	+9.8%	8	SCHX	2026-06-30
PH Palatine Hill Wealth Management, LLCLong-term holder	$124.2M	+8.1%	55 +7	IVV	2026-06-30
CF Concorde Financial CorpMomentum follower	$124.1M	-2.5%	26	JPM	2026-06-30
PF Prospect Financial Group LLCDiversified strategy	$124.1M	+14.6%	70 +7	DFEM	2026-06-30
CC Connecticut Capital Management Group, LLCDiversified strategy	$124.1M	+17.3%	195 +24	LQD	2026-06-30
OF Opus Financial Solutions LLCDiversified strategy	$124.0M	+16.9%	111 +8	BUFR	2026-06-30
B& Burnham & Co LLCDiversified strategy	$124.0M	—	197	LLY	2026-06-30
CF Conquis Financial LLCSector-focused	$124.0M	+2.8%	54	VOO	2026-06-30
RA Robocap Asset Management LtdSector-focused	$124.0M	+32.6%	22 -1	NVDA	2026-06-30
CC Corps Capital Advisors, LLCDiversified strategy	$124.0M	+7.6%	99 +3	AAPL	2026-06-30
CW Clarion Wealth Managment Partners, LLCDiversified strategy	$123.9M	+12.2%	87 +3	AVDE	2026-06-30
CI Cria, Inc.Concentrated strategy	$123.8M	-10.1%	2	COIN	2026-06-30
WW Wagner Wealth Management, CorpDiversified strategy	$123.8M	+11.2%	101 -2	PYLD	2026-06-30
FO Friends Of THE Cornell Lab Of Ornithology, Inc.Momentum follower	$123.8M	+16.9%	5	SPY	2026-06-30
IW Infinity Wealth Counsel, LLCDiversified strategy	$123.8M	+13.7%	65 +2	VUG	2026-06-30
DF DB Fitzpatrick & Co, IncLong-term holder	$123.7M	+5.9%	100 -6	AGG	2026-06-30
AA AG Asset Advisory, LLCSector-focused	$123.6M	+2.5%	28 +3	META	2026-06-30
LS Legacy Solutions, LLCDiversified strategy	$123.6M	+14.5%	88 +11	SPYM	2026-06-30
NI Niles Investment Management, LLCHigh-turnover trader	$123.5M	+10.9%	19 -6	RSP	2026-06-30

Showing 7,906-7,956 of 13,277 institutions