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
PI POM Investment Strategies, LLCDiversified strategy	$88.3M	+9.6%	350 -83	MAYW	2026-06-30
CG Column Group LLCConcentrated strategy	$88.1M	-12.5%	3	Surrozen, Inc.	2026-06-30
WF Wellment FinancialHigh-turnover trader	$87.8M	+8.6%	37 -1	ONEZ	2026-06-30
WP Walleye Partners, LLCDiversified strategy	$87.7M	+7.8%	59 +5	RSP	2026-06-30
YI Yoffe Investment Management, LLCDiversified strategy	$87.4M	+11.9%	113 +2	VB	2026-06-30
BI Bradyco, Inc.Quality / disciplined sizing	$87.2M	-32.4%	33 -5	MSFT	2026-06-30
TW Tripletail Wealth Management, LLCDiversified strategy	$86.9M	+18.5%	279 +24	JBTM	2026-06-30
AA Ascent Advisors, LLCDiversified strategy	$86.7M	+59.2%	54 +14	STXF	2026-06-30
LC LDR Capital Management LLCDiversified strategy	$86.7M	+16.5%	45 +1	RLJ 1.95 PERP A	2026-06-30
TI Truxt Investmentos Ltda.High-turnover trader	$86.6M	-44.4%	20 -12	NU	2026-06-30
EA Empery Asset Management, LPContrarian	$86.5M	+4.2%	32	XFOR	2026-06-30
AI Algorithmic Investment Models, LLCMomentum follower	$86.4M	+6.6%	35 +3	FLQM	2026-06-30
YA Yorkville Advisors Global, LPSector-focused	$86.2M	-44.2%	34 -10	—	2026-06-30
CL Cpwa, LLCDiversified strategy	$86.1M	+2.9%	94 +4	SCHG	2026-06-30
EL Elite Life Management LLCLong-term holder	$85.4M	+6.8%	61 +4	SCHX	2026-06-30
AP Alpine Peaks Capital, LPMomentum follower	$85.4M	-13.9%	20 -1	HEI-A	2026-06-30
FW FinDec Wealth Services, Inc.Momentum follower	$84.6M	+3.5%	32 +2	CGCP	2026-06-30
AF Applied Fundamental Research, LLCMomentum follower	$84.5M	+11.5%	10	DY	2026-06-30
NL Naspers LTDHigh-turnover trader	$84.4M	-66.7%	2 -1	SMWB	2026-06-30
PH Private Harbour Investment Management & Counsel, LLCLong-term holder	$84.3M	-7.4%	36	IAU	2026-06-30
RT Riverview Trust CoDiversified strategy	$83.9M	+3.4%	166 -54	FMUN	2026-06-30
TC Triveni Capital Investments LPSector-focused	$83.8M	-16.9%	15 +1	V	2026-06-30
CA Centennial Advisors, LLCDiversified strategy	$83.8M	+6.7%	76 -7	SPYM	2026-06-30
NG North Ground CapitalSector-focused	$83.4M	+0.4%	33 -7	FSSL	2026-06-30
VE Virginia Estate & Retirement Planning Advisors Inc.High-turnover trader	$83.0M	+45.3%	186 +27	SGOV	2026-06-30
SA Stonebridge Advisors LLCConcentrated strategy	$83.0M	-1.8%	3 +1	WFC 7.5 PERP L	2026-06-30
HB Hauser Brothers GmbHConcentrated strategy	$83.0M	+16.4%	4	TFII	2026-06-30
JW John W. Brooker & Co., CPAsDiversified strategy	$82.8M	+30.4%	71 +5	VOO	2026-06-30
PC PCB Capital LLCDiversified strategy	$82.1M	+29.4%	209 +26	SPYM	2026-06-30
BG BRX Global LPConcentrated strategy	$81.9M	+6.8%	3	TDG	2026-06-30
MM MQS Management LLCDiversified strategy	$81.9M	-44.7%	253 -113	HIG	2026-06-30
NV New Vernon Investment Management LLCSector-focused	$81.7M	-13.3%	37 -2	TRV	2026-06-30
LT Lotus Technology Management, LPDiversified strategy	$81.5M	+201.4%	78 +41	SMH	2026-06-30
RC Rithm Capital Corp.Sector-focused	$81.4M	+20.9%	39	RPT	2026-06-30
CL Charis Legacy Partners, LLCSector-focused	$81.3M	+18.9%	28 +1	VOO	2026-06-30
RW Robert Wood Johnson FoundationConcentrated strategy	$81.0M	-35.1%	2	OBDC	2026-06-30
RC Ridgeback Capital Investments L.P.High-turnover trader	$80.9M	—	1	REPL	2026-06-30
PA ProCore Advisors, LLCMomentum follower	$80.7M	+23.8%	84 +11	RS	2026-06-30
A& Avory & Company, LLCMomentum follower	$80.0M	+3.5%	32 -2	VOO	2026-06-30
CA Capital Advisor Network LLCDiversified strategy	$79.9M	+11.8%	183 +35	IVV	2026-06-30
GM General Motors Holdings LLCConcentrated strategy	$79.8M	-11.8%	4 -1	LAC	2026-06-30
WC WestBridge Capital Management, LLCConcentrated strategy	$79.5M	-26.0%	1	FRSH	2026-06-30
AO Angel Oak Capital Advisors, LLCSector-focused	$79.3M	-11.9%	30 -3	BKLN	2026-06-30
CM Carnegie Mellon UniversityConcentrated strategy	$78.9M	+22.7%	6	QQQ	2026-06-30
L& Littlejohn & Co LLCSector-focused	$78.6M	-25.6%	10 -8	MAGN	2026-06-30
DC Data Collective IV GP, LLCConcentrated strategy	$78.6M	+40.4%	4	EVLV	2026-06-30
SP Steel Partners Holdings L.p.Momentum follower	$78.0M	-19.1%	9 -1	INMD	2026-06-30
OI Oceanic Investment Management LTDHigh-turnover trader	$77.9M	-33.9%	29 -14	HAL	2026-06-30
GM Global Media & Entertainment Investments LtdConcentrated strategy	$77.8M	+46.9%	1	IHEARTMEDIA INC	2026-06-30
KC Kize Capital LPConcentrated strategy	$77.8M	-2.4%	5 -1	CACC	2026-06-30
CM Capital Management Associates /ny/Contrarian	$77.7M	+29.0%	44 +8	BE	2026-06-30

Showing 8,365-8,415 of 13,277 institutions