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
SR Shelter Rock Management, LLCMomentum follower	$103.1M	+9.4%	37 +2	TSM	2026-06-30
UI UG Investment Advisers Ltd.High-turnover trader	$103.1M	-30.4%	10 -5	ORCL	2026-06-30
PL Palladiem, LLCDiversified strategy	$103.1M	-1.6%	136 -30	SPY	2026-06-30
CI Courant Investment Management LLCSector-focused	$103.0M	+0.6%	7	PGR	2026-06-30
WC Willow Creek Capital Management, Inc.Diversified strategy	$103.0M	—	100	MSFT	2026-06-30
JT J. Team Financial, Inc.Diversified strategy	$102.9M	+15.2%	102 +18	QQQ	2026-06-30
PB Peoples Bank/KSDiversified strategy	$102.9M	+3.5%	98 -1	GOOGL	2026-06-30
2C 22C Capital LLCConcentrated strategy	$102.7M	+19.5%	1	CBZ	2026-06-30
AC Alua Capital Management LPHigh-turnover trader	$102.7M	-91.0%	1 -14	VVV	2026-06-30
IO Independent Order of ForestersConcentrated strategy	$102.7M	+0.8%	2	VTI	2026-06-30
OC Orchard Capital Management, LLCContrarian	$102.6M	+7.0%	44 -2	QQQ	2026-06-30
VL Vima LLCDiversified strategy	$102.6M	+108.9%	377 +308	IREN	2026-06-30
LW Langley Wealth Management, LLCDiversified strategy	$102.5M	—	130	CGGR	2026-06-30
PS Park State Asset ManagementMomentum follower	$102.4M	-22.5%	25 +5	GOOG	2026-06-30
SC Sulzberger Capital Advisors, Inc.Diversified strategy	$102.4M	+4.5%	53 +4	SHV	2026-06-30
SG Sherry Group, Inc.Diversified strategy	$102.4M	+11.8%	53 +11	NVDA	2026-06-30
CF Closed-End Fund Advisors, Inc.Diversified strategy	$102.4M	+4.2%	163 +1	KYN	2026-06-30
HC Helios Capital Management Pte. LTDContrarian	$102.4M	+7.7%	26 +5	GOOGL	2026-06-30
GH Good Harbor Advisors, Inc.Diversified strategy	$102.2M	+11.6%	87 +5	VTIP	2026-06-30
EC Electric Capital Partners, LLCConcentrated strategy	$102.1M	-13.3%	7	BSOL	2026-06-30
PW Partners Wealth Management, LLCDiversified strategy	$102.0M	+5.1%	108 -1	AGOX	2026-06-30
LW Lionsbridge Wealth Management LLCDiversified strategy	$101.9M	+2.5%	68 +9	BIL	2026-06-30
EG Encore Global Management, LPDiversified strategy	$101.9M	-28.9%	53 -17	MSFT	2026-06-30
PC Pantera Capital Partners LPConcentrated strategy	$101.8M	-35.5%	15 +1	FIGR	2026-06-30
MC Msd Capital, L.p.Concentrated strategy	$101.8M	+16.6%	3	SAFE	2026-06-30
EF Englebert Financial Advisers, LLCDiversified strategy	$101.5M	+15.5%	65 +10	VBIL	2026-06-30
AC Arbor Capital Management Inc /advDiversified strategy	$101.5M	-17.2%	87 -14	AMZN	2026-06-30
PL Provident Living Financial Services, Inc.Diversified strategy	$101.5M	+11.9%	52 +2	SOFI	2026-06-30
RF RD Finance LtdMomentum follower	$101.3M	+14.9%	27 -2	NVDA	2026-06-30
MF Miramar Fiduciary CorpConcentrated strategy	$101.2M	-17.1%	5	DFIC	2026-06-30
SH SBI Holdings USA, Inc.Concentrated strategy	$101.1M	-34.4%	1	CRCL	2026-06-30
SI Shelter Ins Retirement PlanConcentrated strategy	$100.7M	+12.1%	8	IVV	2026-06-30
TF Turner Financial Group, Inc.Diversified strategy	$100.5M	—	112	TSLA	2026-06-30
CC Cederberg Capital LtdSector-focused	$100.4M	-46.1%	10 -1	ACMR	2026-06-30
SI Sage Investment Counsel LLCDiversified strategy	$99.9M	+10.8%	126 -1	PNFP	2026-06-30
AP Aspen Private Advisors, LLCConcentrated strategy	$99.7M	—	7	AVUS	2026-06-30
AP Absoluto Partners Gestao de Recursos LtdaConcentrated strategy	$99.6M	+15.0%	3	NU	2026-06-30
GC Guilbault Capital LLCDiversified strategy	$99.6M	+9.1%	73 +6	COWZ	2026-06-30
HW HFG Wealth Management, LLCSector-focused	$99.4M	-45.3%	42 -8	DFAW	2026-06-30
BW Benson Wealth Management INCDiversified strategy	$99.4M	+36.0%	367 +13	QQQ	2026-06-30
AM Account Management LLCMomentum follower	$99.0M	+8.5%	22 -1	BRK-B	2026-06-30
PF Professional Financial Management, Inc.Quality / disciplined sizing	$98.6M	+2.6%	24 +1	VGLT	2026-06-30
FN Financial Network Wealth Advisors LLCDiversified strategy	$98.5M	+0.8%	858 +86	CLIP	2026-06-30
PW Puff Wealth Management, LLCDiversified strategy	$98.1M	+26.8%	77 +7	GQQQ	2026-06-30
ZW Zinnia Wealth Advisory, LLCDiversified strategy	$98.1M	+9.8%	97 +1	BIL	2026-06-30
DH Drum Hill Capital, LLCDiversified strategy	$98.0M	-10.0%	45 -1	VGSH	2026-06-30
EA Elevation Advisory Partners LLCSector-focused	$97.7M	-8.8%	48 -49	NVDA	2026-06-30
WI Wedgewood Investors Inc /pa/Diversified strategy	$97.4M	+11.6%	110 +11	MSFT	2026-06-30
SP Schrum Private Wealth Management LLCDiversified strategy	$97.3M	-25.7%	109 -17	SPY	2026-06-30
LH Lloyd Harbor Capital Management, LLCHigh-turnover trader	$97.2M	-60.3%	18 -8	MOS	2026-06-30
AC Anchor Capital Management Company, LLCHigh-turnover trader	$97.0M	+4.6%	8 +1	MGRC	2026-06-30

Showing 8,263-8,313 of 13,277 institutions