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
CI China-UAE Investment Cooperation Fund, L.P.Concentrated strategy	$45.2M	-28.1%	1	WRD	2026-06-30
GP Gallo Partners, LPHigh-turnover trader	$45.1M	-13.8%	34 -5	FIX	2026-06-30
CA Capital Asset Managemnet, LLCDiversified strategy	$44.4M	-50.0%	45 -32	VOO	2026-06-30
CW Consultiva Wealth Management, CORP.Diversified strategy	$44.4M	+28.7%	282 +21	VOO	2026-06-30
WV Worth Venture Partners, LLCHigh-turnover trader	$44.3M	+40.5%	64 +9	BILL 0 04-01-30	2026-06-30
RA REX Advisers, LLCSector-focused	$44.3M	+33.7%	59 -15	FCEL	2026-06-30
G& Garton & Associates Financial Advisors LLCHigh-turnover trader	$44.2M	-63.8%	24 -125	AAPL	2026-06-30
GL Greycroft LPHigh-turnover trader	$44.1M	-69.9%	13 -1	MNTN	2026-06-30
CF Crosspoint Financial, LLCContrarian	$43.7M	+9.7%	39 +4	XBAP	2026-06-30
MV Magma Venture Partners General Partner Ltd.High-turnover trader	$43.1M	-27.2%	2	REAX	2026-06-30
8G 8vc Gp I, LLCConcentrated strategy	$42.8M	+8.0%	1	JOBY	2026-06-30
GC GuideStone Capital Management, LLCConcentrated strategy	$42.5M	-43.0%	1	AAPL	2026-06-30
BP Baypointe Partners LLCHigh-turnover trader	$41.7M	-42.8%	15 -5	HD	2026-06-30
BC BIOS Capital Management, LPConcentrated strategy	$41.7M	-21.2%	9 -1	ACTU	2026-06-30
MA Marathon Asset Management LPHigh-turnover trader	$41.5M	+245.8%	7 +4	RXT	2026-06-30
AP Atairos Partners GP, Inc.Concentrated strategy	$41.1M	+16.8%	2	CLVT	2026-06-30
CI Cincinnati Indemnity CoQuality / disciplined sizing	$41.1M	+2.0%	11	ADP	2026-06-30
BC Bratton Capital Management, L.P.Concentrated strategy	$40.8M	+0.2%	1	AQST	2026-06-30
G& Gruss & Co., LLCContrarian	$40.8M	-4.7%	36 +1	GLD	2026-06-30
LP Legion Partners Asset Management, LLCHigh-turnover trader	$40.6M	-70.5%	2 -4	LFCR	2026-06-30
FC Fiduciary Counselling IncSector-focused	$40.6M	+12.8%	11 +4	IWB	2026-06-30
CP Crescent Park Management, L.P.Contrarian	$40.5M	+39.7%	11 +4	AVGO	2026-06-30
DV Discovery Value FundConcentrated strategy	$39.8M	+14.7%	1	NVDA	2026-06-30
VM Vanguard Marketing CorporationConcentrated strategy	$39.0M	-0.1%	1	BNDP	2026-06-30
IC Infini Capital Management LtdHigh-turnover trader	$38.9M	—	1	VNET	2026-06-30
BG Bregal General Partner Jersey LtdConcentrated strategy	$38.8M	-37.6%	1	KRMN	2026-06-30
CP Centerbridge Partners, L.P.High-turnover trader	$38.1M	-37.6%	1 -2	—	2026-06-30
XA X Advisors, LLCSector-focused	$37.6M	—	36	AAPL	2026-06-30
CT Corundum Trust Company, INCLong-term holder	$37.4M	-14.5%	28 -20	MMM	2026-06-30
AI Ascentis Independent AdvisorsDiversified strategy	$37.1M	-97.2%	1,917 -3,818	QQQ	2026-06-30
PV Pura Vida Investments, LLCHigh-turnover trader	$37.0M	+148.6%	19 +2	—	2026-06-30
MA Madryn Asset Management, LPConcentrated strategy	$36.9M	+8.2%	2	STIM	2026-06-30
YE Yorktown Energy Partners IX, L.P.Concentrated strategy	$36.1M	-37.3%	3	METC	2026-06-30
PE Pickering Energy Partners LPConcentrated strategy	$36.0M	-26.6%	12 -7	CRGY	2026-06-30
WT West Tower Group, LLCDiversified strategy	$35.6M	+11.1%	47 +11	PRGO	2026-06-30
TP Toronado Partners, LLCSector-focused	$35.5M	-32.9%	11	PI	2026-06-30
QC Quantify Chaos Advisors, LLCDiversified strategy	$35.5M	+10.7%	48 +3	VTI	2026-06-30
CG Cannon Global Investment Management, LLCDiversified strategy	$35.4M	-30.9%	52 -30	—	2026-06-30
RF Roberts FoundationConcentrated strategy	$35.1M	+2.3%	1	PG	2026-06-30
LW Laidlaw Wealth Management LLCDiversified strategy	$35.1M	+21.7%	59 +10	NVDA	2026-06-30
SL Savior LLCMomentum follower	$34.9M	+24.4%	18	BIL	2026-06-30
GI Global IMC LLCHigh-turnover trader	$34.8M	-26.1%	11 -5	TSEM	2026-06-30
CP Cornerstone Partners Capital Management, LLCConcentrated strategy	$34.4M	-14.6%	6 -1	GNR	2026-06-30
TA TLS Advisors LLCSector-focused	$34.0M	-19.3%	17 +1	EQT	2026-06-30
QC Quantessence Capital LLCDiversified strategy	$34.0M	+65.4%	75 +11	AMZN	2026-06-30
MU Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.Diversified strategy	$32.7M	-19.6%	158 +4	AMAT	2026-06-30
DC Dakota Community Bank & Trust NADiversified strategy	$32.3M	+10.7%	103 +2	TSLA	2026-06-30
PE Platinum Equity, LLCConcentrated strategy	$32.0M	-1.0%	2	AMBP	2026-06-30
BW Berry Wealth Group, LPMomentum follower	$31.1M	+16.3%	34 +6	AVGO	2026-06-30
VL Vorpal, LLCConcentrated strategy	$31.1M	-2.8%	2	EPD	2026-06-30
RH Riverstone Holdings LLCConcentrated strategy	$30.9M	-16.1%	4	PR	2026-06-30

Showing 8,569-8,619 of 13,277 institutions