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
CC Chiron Capital Management, LLCDiversified strategy	$111.5M	+14.3%	136 +19	BMY	2026-06-30
WC Weaver C. Barksdale & Associates, Inc.Diversified strategy	$111.5M	+6.3%	62	CMI	2026-06-30
VR Valued Retirements, Inc.Diversified strategy	$111.4M	+8.8%	101 +11	QQQ	2026-06-30
GH GLP Holdings LLLPConcentrated strategy	$111.3M	+13.9%	4	AAPL	2026-06-30
KA Kazazian Asset Management, LLCDiversified strategy	$111.3M	+21.6%	51 +8	GOOG	2026-06-30
FF Fortitude Financial, LLCSector-focused	$111.3M	-41.1%	28 -11	SPYG	2026-06-30
PF Putney Financial Group LLCDiversified strategy	$111.1M	+11.9%	78 -6	AAPL	2026-06-30
VP Vericrest Private WealthSector-focused	$111.0M	-0.4%	46 +7	IVV	2026-06-30
DI Dalton Investments, Inc.Sector-focused	$111.0M	+7.4%	16 -1	NVDA	2026-06-30
BC Beryl Capital Management LLCHigh-turnover trader	$110.7M	+0.8%	7 -2	JHG	2026-06-30
WP Western Pacific Wealth Management, LPDiversified strategy	$110.6M	+12.4%	181 -16	VIG	2026-06-30
SM Sabby Management, LLCHigh-turnover trader	$110.5M	+1137.9%	23 -5	Spdr S&P 500 Etf Tr Put Option	2026-06-30
IW Independent Wealth Advisors LLCDiversified strategy	$110.5M	+8.5%	77 +7	GLD	2026-06-30
BF Ballast Financial Advisors LLCDiversified strategy	$110.5M	+13.3%	71 +3	SCHX	2026-06-30
ZS Zenith Solutions, Inc.Diversified strategy	$110.4M	—	84	IVV	2026-06-30
KC Karras Company, Inc.Diversified strategy	$110.3M	+11.9%	61	RSP	2026-06-30
FI FinArc Investments, Inc.Momentum follower	$110.3M	+6.2%	43	ESGD	2026-06-30
CI Catalyst Investment Management LLCDiversified strategy	$110.2M	+22.2%	73 +8	BOND	2026-06-30
FA Fund Advisors of America Inc/FLDiversified strategy	$110.2M	+11.7%	120 +2	NVDA	2026-06-30
TF Thayer Financial, L.L.C.Sector-focused	$110.0M	+12.3%	33	VUG	2026-06-30
FC FourWorld Capital Management LLCHigh-turnover trader	$109.9M	-43.9%	24	SOC	2026-06-30
DI Decision Investments, IncDiversified strategy	$109.8M	+24.9%	149 +9	NVDA	2026-06-30
SP Sycamore Partners Management, L.p.Concentrated strategy	$109.7M	+5.7%	2 +1	CURV	2026-06-30
AN American National Bank of TexasDiversified strategy	$109.6M	+4.4%	62 -1	IVV	2026-06-30
QF Q Fund ManagementHigh-turnover trader	$109.5M	+162.7%	26 +5	MRVL	2026-06-30
BW Briggs Wealth Management, IncMomentum follower	$109.5M	+16.2%	61 +3	VTI	2026-06-30
RC Revelation Capital Management, LLCConcentrated strategy	$109.5M	+62.5%	2	OMDA	2026-06-30
SS Seven Six Capital Management, LLCSector-focused	$109.5M	+17.8%	26 +1	BYD	2026-06-30
RC Rangeley Capital, LLCDiversified strategy	$109.5M	+6.3%	184 +46	DRVN	2026-06-30
GC Gumshoe Capital Management LLCSector-focused	$109.4M	-11.1%	6 -1	TFX	2026-06-30
AC Amitell Capital Pte LtdSector-focused	$109.3M	+75.3%	26 +12	VT	2026-06-30
SC Sensenig Capital Advisors, IncSector-focused	$109.3M	+12.0%	36 +3	AVUS	2026-06-30
S2 Sparta 24 Ltd.Sector-focused	$109.0M	+24.6%	20 +10	TIGR	2026-06-30
HM Heronetta Management, L.P.Sector-focused	$108.9M	-0.6%	15 -1	WMB	2026-06-30
LI LSP Investment Advisors, LLCSector-focused	$108.9M	-20.9%	18 -1	EXE	2026-06-30
SI Samara Investment Management, LLCDiversified strategy	$108.7M	+12.7%	71 -1	BIL	2026-06-30
PF PMG Family Office LLCDiversified strategy	$108.5M	+21.2%	114 +14	STK	2026-06-30
UI Unified Investment ManagementDiversified strategy	$108.5M	+10.8%	145 +11	GPC	2026-06-30
SI SCP Investment, LPDiversified strategy	$108.5M	+20.2%	47 -1	GOOGL	2026-06-30
GC Grange Capital, LLCDiversified strategy	$108.5M	+8.1%	54 +8	VEU	2026-06-30
CI Corient IA LPDiversified strategy	$108.4M	+1.9%	249 -30	HWM	2026-06-30
RR Red Reef Advisors LLCDiversified strategy	$108.4M	+13.5%	183 +4	NVDA	2026-06-30
BC Barden Capital Management, Inc.Diversified strategy	$108.4M	-7.3%	53 -5	SCHF	2026-06-30
Y& Yanni & Associates Investment Advisors, LLCMomentum follower	$108.4M	+12.3%	34	SPY	2026-06-30
UF Unify Financial AdvisorsDiversified strategy	$108.3M	+12.3%	90 +1	IVV	2026-06-30
SA SPWM Advisors LLCDiversified strategy	$108.2M	-6.0%	90 -3	PWV	2026-06-30
MM Michelson Medical Research Foundation, Inc.Sector-focused	$108.2M	+9.9%	21	IVE	2026-06-30
BC Bayforest Capital LtdDiversified strategy	$108.2M	+21.1%	917 +38	SLDE	2026-06-30
SF Schuylkill Financial LLCDiversified strategy	$108.2M	—	66	IVV	2026-06-30
YE Yorktown Energy Partners XI, L.P.Concentrated strategy	$108.1M	-23.6%	4	REPX	2026-06-30
YF Yu FanConcentrated strategy	$107.9M	+11.2%	8	KMTS	2026-06-30

Showing 8,161-8,211 of 13,277 institutions