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
WG WMS Group LLCDiversified strategy	$77.5M	+12.7%	57 +7	SCHD	2026-06-30
S4 Solutions 4 Wealth, LtdDiversified strategy	$77.5M	+16.5%	58 +3	VVR	2026-06-30
VI VCU Investment Management CoHigh-turnover trader	$77.1M	-94.9%	2	IAU	2026-06-30
BC Bayhunt Capital LLCHigh-turnover trader	$77.1M	-27.0%	23 +3	AHR	2026-06-30
PW Pursuit Wealth Strategies, LLCDiversified strategy	$76.9M	+6.9%	114 +5	VOO	2026-06-30
M& McGrath & Associates, Inc.Sector-focused	$76.8M	+12.9%	32 -9	BOND	2026-06-30
MP MSD Partners, L.P.Sector-focused	$76.8M	-6.8%	9 +1	ODD	2026-06-30
QM QVIDTVM Management LLCSector-focused	$76.6M	-5.9%	14	BIO	2026-06-30
SW Stapp Wealth Management, PllcSector-focused	$76.5M	-2.3%	32 +2	ORR	2026-06-30
SP Square Peg Capital Pty LTDSector-focused	$76.2M	+1.3%	8 -2	DDOG	2026-06-30
SR Summit Rock Advisors, LPHigh-turnover trader	$76.1M	+376.7%	3 +2	CQQQ	2026-06-30
WP Winning Points Advisors, LLCMomentum follower	$75.9M	-24.0%	42	AAPL	2026-06-30
HC Hestia Capital Management, LLCConcentrated strategy	$75.5M	-32.2%	9 -8	PBI	2026-06-30
RG Regents Gate Capital LLPSector-focused	$75.1M	-84.0%	37 +1	AMZN	2026-06-30
VG Viola Growth Management Fund 2 Ltd.Concentrated strategy	$74.9M	—	4	Similarweb Ltd.	2026-06-30
SW Stronghold Wealth Management L.L.C.Diversified strategy	$74.7M	+12.9%	244 +16	SPY	2026-06-30
IC ION Crossover Partners LtdConcentrated strategy	$74.7M	+102.5%	3 -1	VIA	2026-06-30
MA Mosaic Advisors LLCContrarian	$74.5M	+11.5%	35 -7	ITOT	2026-06-30
AC Axon Capital LPSector-focused	$73.7M	+6.3%	11 -4	AMZN	2026-06-30
TC TCG Capital Management, LPConcentrated strategy	$73.6M	+86.7%	1	FNKO	2026-06-30
IC IDG China Capital Fund GP III Associates Ltd.Concentrated strategy	$73.5M	-35.1%	2	CRCL	2026-06-30
KC Kepos Capital LPDiversified strategy	$73.4M	+19.8%	184 +35	CME	2026-06-30
M& Mowery & Schoenfeld Wealth Management, LLCDiversified strategy	$73.4M	+12.1%	363 +6	PRF	2026-06-30
SW Sullivan Wood Capital Management LLCConcentrated strategy	$73.0M	+27.8%	23 +2	GLXY	2026-06-30
EH Empower Harvest Management Services, Inc.Concentrated strategy	$72.8M	-2.2%	1	YMM	2026-06-30
IG IFS Group,LLCDiversified strategy	$72.8M	-35.1%	87 -57	FVD	2026-06-30
FC Financial Counselors IncConcentrated strategy	$72.7M	+2.5%	13 +1	IVV	2026-06-30
JA John A. Wolfe & Associates, Inc.Sector-focused	$72.6M	+11.5%	42 -1	SMMU	2026-06-30
NW Navigation Wealth Management, Inc.Concentrated strategy	$72.6M	+161.6%	33 +1	SPY	2026-06-30
NI Norwood Investment Partners, LPSector-focused	$72.4M	+11.5%	14 -1	GFL	2026-06-30
MA Myriad Asset Management US LPDiversified strategy	$72.4M	+8.6%	52 +6	IEMG	2026-06-30
KA KDT Advisors, LLCDiversified strategy	$72.3M	+15.1%	73 +4	VOO	2026-06-30
HC H Capital V GP, L.P.Concentrated strategy	$71.9M	-2.9%	1	BEKE	2026-06-30
NI NCP Inc.Diversified strategy	$71.9M	+19.6%	78 +2	NVDA	2026-06-30
AP Axim Planning & WealthMomentum follower	$71.5M	-13.2%	92 +8	EH	2026-06-30
1M 13D Management LLCContrarian	$71.3M	+10.6%	11 -2	VSAT	2026-06-30
UO University of Pittsburgh - Of the Commonwealth System of Higher EducationConcentrated strategy	$71.3M	-47.1%	2 +1	IEMG	2026-06-30
HS Harrison Street Private Wealth LLCSector-focused	$71.0M	-6.0%	21	UNP	2026-06-30
BW Blossom Wealth ManagementDiversified strategy	$71.0M	+5.3%	72 -2	NVDA	2026-06-30
1C 1060 Capital, LLCHigh-turnover trader	$70.9M	-13.9%	10 -2	CTRI	2026-06-30
QW Qp Wealth Management, LLCDiversified strategy	$70.1M	+20.1%	71 +6	SPDW	2026-06-30
FA Flaharty Asset Management, LLCDiversified strategy	$69.9M	-91.3%	52 -81	MINT	2026-06-30
BS Benefit Street Partners LLCMomentum follower	$69.6M	-19.4%	21 +2	RIOT 0.75 01-15-30	2026-06-30
SA Spectrum Asset Management, Inc.Concentrated strategy	$69.6M	+39.1%	4	PGX	2026-06-30
AI Altium Investment Strategies LLCSector-focused	$69.4M	+104.2%	20 +7	FTSM	2026-06-30
CA CTC Alternative Strategies, Ltd.Diversified strategy	$69.3M	+57.4%	83 -13	SOXX	2026-06-30
IL Ivy Lane Capital Management, LLCSector-focused	$69.0M	+4.4%	14 +3	GOOG	2026-06-30
JC JCSD Capital, LLCSector-focused	$68.6M	-27.4%	19 -10	IVV	2026-06-30
AR Altar Rock LLCDiversified strategy	$68.4M	-19.6%	89 -68	AVDE	2026-06-30
VM Varde Management, L.P.Concentrated strategy	$68.4M	+38.8%	5 +1	ZD	2026-06-30
CM Children's Medical Center CorpConcentrated strategy	$68.2M	-14.4%	1	GLD	2026-06-30

Showing 8,416-8,466 of 13,277 institutions