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
MA Mirabaud Asset Management LtdDiversified strategy	$120.2M	-0.9%	49 +17	NVDA	2026-06-30
RG Rhl Group, LLCSector-focused	$120.2M	+2.6%	272 +30	CLIP	2026-06-30
B& Blom & Howell Financial Planning, Inc.Diversified strategy	$120.1M	+17.9%	67 +6	SCHG	2026-06-30
PC Payne Capital LLCDiversified strategy	$120.0M	+10.2%	59 +4	SCHX	2026-06-30
BL Blue Line Capital, LLC / ILDiversified strategy	$119.9M	+35.7%	92 +27	MU	2026-06-30
IM Investment Management CORP /va/ /advDiversified strategy	$119.8M	+2.9%	50 -2	LOW	2026-06-30
JC January Capital Advisors LLCDiversified strategy	$119.7M	+61.4%	55 +3	GLDM	2026-06-30
CC Cypress Capital Management LLCDiversified strategy	$119.6M	+10.7%	213 +8	AAPL	2026-06-30
GC Grand Central Investment GroupDiversified strategy	$119.6M	-11.6%	40 -4	SILJ	2026-06-30
ES ETF Store, Inc.Diversified strategy	$119.5M	+16.4%	114 +14	IVV	2026-06-30
HA Heffernan Advisory, IncSector-focused	$119.5M	+10.9%	43 +19	DFCF	2026-06-30
MF Mann Financial Group, Inc.Sector-focused	$119.5M	+12.5%	34 +3	IVV	2026-06-30
BI Baer Investment Advisory LLCHigh-turnover trader	$119.5M	-85.3%	43 -305	NVDA	2026-06-30
1C 1015 Capital Partners, LLCDiversified strategy	$119.4M	+16.1%	609 +12	IVV	2026-06-30
AW Ankerstar Wealth, LLCDiversified strategy	$119.3M	+25.9%	1,001 +40	USFR	2026-06-30
RM Red Mountain Financial, LLCDiversified strategy	$119.2M	+12.3%	82 +3	SCHD	2026-06-30
DF DBK Financial Counsel, LLCDiversified strategy	$119.2M	-8.5%	56 -3	BILS	2026-06-30
BC Bannerstone Capital Management, LLCDiversified strategy	$119.1M	+22.1%	113 +16	NVDA	2026-06-30
OA Oakmont Advisory Group, LLCDiversified strategy	$119.1M	+21.2%	526 +407	VOO	2026-06-30
FA Finhabits Advisors LLCMomentum follower	$118.9M	+9.8%	15	ITOT	2026-06-30
VI Value Investment Professionals, LLCDiversified strategy	$118.9M	+9.3%	97 +36	USFR	2026-06-30
AA Auctus Advisors LLCConcentrated strategy	$118.9M	+12.8%	34 +5	PVAL	2026-06-30
BA Belleair Asset Management, LLCDiversified strategy	$118.8M	+8.3%	84 +7	VGIT	2026-06-30
RI Ruggiero Investments, Inc.Diversified strategy	$118.7M	+14.8%	89 +11	NVDA	2026-06-30
FC Fell Capital Management /advDiversified strategy	$118.7M	+13.3%	96 +5	IWN	2026-06-30
PW Peck Wealth Management, LLCDiversified strategy	$118.7M	+19.1%	127 +5	VTI	2026-06-30
YR Yong RongHigh-turnover trader	$118.6M	-47.8%	15 +5	TSM	2026-06-30
HW HighRoad Wealth Advisors, LLCMomentum follower	$118.6M	+15.8%	38 +1	VOO	2026-06-30
BF Boyer Financial Services, Inc.Diversified strategy	$118.4M	+25.6%	57 +13	CGDG	2026-06-30
F8 Figure 8 Investment Strategies LLCDiversified strategy	$118.3M	+15.6%	56	AAPL	2026-06-30
HW Hobbs Wealth Management, LLCMomentum follower	$118.3M	+17.1%	23	SPYM	2026-06-30
DA Directional Asset ManagementDiversified strategy	$118.3M	+8.1%	94 +4	GOOG	2026-06-30
PR Portfolio Resources Advisor Group, Inc.Diversified strategy	$118.2M	+17.4%	154 +6	IVV	2026-06-30
BW Better Way Financial, LLCConcentrated strategy	$118.2M	—	9	SPYM	2026-06-30
KC Kingsbury Capital Investment Advisors LLCDiversified strategy	$118.2M	+11.1%	121 +8	ITW	2026-06-30
KW Kmt Wealth Management, LLCDiversified strategy	$118.2M	-35.8%	121 +104	ITW	2026-06-30
3F 3 Factor Indexing, LLCDiversified strategy	$118.1M	+11.6%	438 -15	DFAC	2026-06-30
AG Ak Global Asset Management, LLCSector-focused	$118.1M	+11.1%	28	NVDA	2026-06-30
MC Masterton Capital Management, LPHigh-turnover trader	$118.1M	+7.5%	24 +5	PLD	2026-06-30
AA AlphaCentric Advisors LLCDiversified strategy	$118.0M	+17.9%	261 +9	GILD	2026-06-30
CW Curtis Wealth Management LLCDiversified strategy	$118.0M	+10.8%	55 +5	IVV	2026-06-30
WU Wheels Up Wealth, Inc.Sector-focused	$117.9M	+10.9%	23 -1	DFAC	2026-06-30
FW Fiscal Wisdom Wealth Management, LLCMomentum follower	$117.9M	+13.2%	102 +12	GORO	2026-06-30
EW E&R Wealth Management, LLCSector-focused	$117.9M	+17.4%	12	VTV	2026-06-30
TF TrustWell Financial Advisors, LLCDiversified strategy	$117.9M	+10.9%	78 +8	FBND	2026-06-30
NF North Forty Two & Co.Diversified strategy	$117.8M	+8.9%	104 +7	XHLF	2026-06-30
CC Cannon Capital Management, Inc.Sector-focused	$117.7M	-4.3%	28	SCHM	2026-06-30
OC Obion Capital Management LPMomentum follower	$117.6M	+15.9%	16 +1	HLT	2026-06-30
AC Arrow Capital Pty LtdQuality / disciplined sizing	$117.5M	+17.6%	25 +8	NVDA	2026-06-30
WC Weber Capital Management LLC /advSector-focused	$117.5M	+17.4%	13 -1	GOOG	2026-06-30
TC TABR Capital Management, LLCHigh-turnover trader	$117.4M	+8.0%	54	IBDT	2026-06-30

Showing 8,008-8,058 of 13,277 institutions