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
HW Horizons Wealth ManagementDiversified strategy	$152.5M	-0.1%	173 +1	VV	2026-03-31
RA RoundAngle Advisors LLCDiversified strategy	$133.8M	-2.6%	60 +1	GLD	2026-03-31
SA Spectrum Advisors, Inc.Diversified strategy	$126.6M	—	50	SPYM	2026-03-31
BA Brandywine Asset Management, Inc.Momentum follower	$126.0M	-11.4%	14 -1	VEA	2026-03-31
CN Canandaigua National Trust Co of FloridaDiversified strategy	$124.5M	-22.1%	108 -21	LLY	2026-03-31
CC Cfo Capital Management LLCDiversified strategy	$121.5M	-9.0%	105 -5	AAPL	2026-03-31
FI Financially in Tune, LLCDiversified strategy	$116.3M	+8.6%	77 +6	DFIV	2026-03-31
BL Bey-Douglas LLCDiversified strategy	$114.6M	-8.2%	56 +13	GOOGL	2026-03-31
ML Msrh, LLCConcentrated strategy	$112.9M	+26.0%	29 +1	TPL	2026-03-31
IW Integrity Wealth Partners, LLCDiversified strategy	$111.1M	—	99	JEPI	2026-03-31
CD Capital Developers, LLCDiversified strategy	$111.0M	-0.5%	52 +2	XMHQ	2026-03-31
TA Trask Adam RolandDiversified strategy	$105.7M	—	190	LLY	2026-03-31
LG Laurus Global Equity Management Inc.Diversified strategy	$102.1M	-16.9%	45 +1	JKHY	2026-03-31
BC Brightlight Capital Management LPSector-focused	$101.4M	-27.9%	8 -1	CVNA	2026-03-31
SP Smart Portfolios, LLCDiversified strategy	$100.3M	-0.1%	99 -1	BOND	2026-03-31
AV Asset Value Investors LtdConcentrated strategy	$99.6M	-15.0%	2 -1	NWSA	2026-03-31
WF Willow Financial LLCMomentum follower	$98.7M	+0.4%	37 -3	FDV	2026-03-31
FF Fortress Financial Solutions, LLCDiversified strategy	$95.7M	-2.1%	106 +47	QQQ	2026-03-31
ML Mlp3, LLCDiversified strategy	$90.7M	-1.0%	86 -1	BRK-B	2026-03-31
IC Immersion Capital LLPContrarian	$87.4M	+26.5%	11 +1	PALANTIR TECHNOLOGIES INC	2026-03-31
OW Omnitrust Wealth Management, IncMomentum follower	$77.2M	-1.9%	119 +1	TFLO	2026-03-31
PA Paragon Associates & Paragon Associates Ii Joint VentureSector-focused	$73.6M	+52.0%	14 +2	CDE	2026-03-31
AC AREX Capital Management, LPConcentrated strategy	$60.5M	+72.0%	26 +17	EHABUSD	2026-03-31
GC Greencape Capital Pty LtdHigh-turnover trader	$59.9M	-67.8%	2	Z	2026-03-31
TC Tanaka Capital Management IncSector-focused	$59.9M	+9.2%	44 -1	UAMY	2026-03-31
SC SymBiosis Capital Partners, LLCHigh-turnover trader	$52.8M	-51.8%	6 -5	EVMN	2026-03-31
HP HealthCor Partners Management LPHigh-turnover trader	$50.7M	-74.0%	2 -1	CRVW	2026-03-31
CI CPMG IncConcentrated strategy	$37.1M	+50.4%	3 +1	LUNR	2026-03-31
VV Viola Ventures V.C. Management 4 Ltd.Concentrated strategy	$34.8M	-61.2%	4	Similarweb Ltd.	2026-03-31
BC Bck Capital Management LPHigh-turnover trader	$23.0M	+1.0%	21 +14	M3BRIGADE ACQUISITION V CORP	2026-03-31
CP Covalent Partners LLCContrarian	$17.6M	-22.4%	16 +4	IWM	2026-03-31
MS Mizuho Securities Co. Ltd.Concentrated strategy	$7.7M	+2.6%	16 +2	TCOM	2026-03-31
RA Ritter Alpha, LPHigh-turnover trader	$4.8M	+103.8%	20 +9	MGA	2026-03-31
SI Sapience Investments, LLCDiversified strategy	$771.9K	-97.1%	114 +66	COHR	2026-03-31
NR Nebula Research & Development LLCLong-term holder	—	—	1	—	2026-03-31
RC RGM Capital, LLCHigh-turnover trader	—	—	1 -16	—	2026-03-31
KW Kw Wealth Management LLCHigh-turnover trader	—	—	1 -82	—	2026-03-31
MP Makaira Partners LLCHigh-turnover trader	—	—	1 -10	—	2026-03-31
SA Stenham Asset Management (UK) PlcHigh-turnover trader	—	—	1 -15	—	2026-03-31
CI Capital Insight Partners, LLCHigh-turnover trader	—	—	1 -133	—	2026-03-31
VG Vanguard Group IncDiversified strategy	$6.9T	+3.3%	17,686 -4	NVDA	2025-12-31
CP CIBC Private Wealth Group LLCDiversified strategy	$59.2B	+1.3%	3,694 +201	MSFT	2025-12-31
CB Comerica BankDiversified strategy	$25.1B	-5.7%	6,347 -46	LLY	2025-12-31
CW Cibc World Markets CORPDiversified strategy	$20.8B	+30.3%	1,236 -318	NVDA	2025-12-31
CL Capitolis Liquid Global Markets LLCDiversified strategy	$16.8B	+33.9%	317 +80	NVDA	2025-12-31
BG Brandywine Global Investment Management, LLCDiversified strategy	$14.9B	+2.3%	601 +3	JPM	2025-12-31
CI CCLA Investment ManagementDiversified strategy	$6.2B	-0.3%	55 +2	GOOG	2025-12-31
IV IA Venture Strategies Fund II, LPHigh-turnover trader	$4.1B	+57446.7%	2	BETTER HOME FINANCE HOLDIN	2025-12-31
FN FineMark National Bank & TrustDiversified strategy	$3.2B	+4.6%	515 -7	SPY	2025-12-31
AC Alpha Cubed Investments, LLCDiversified strategy	$2.9B	+1.9%	299 +2	AAPL	2025-12-31
OA OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICASHigh-turnover trader	$2.4B	+753.9%	13 +11	CYBERARK SOFTWARE LTD. CMN	2025-12-31

Showing 8,977-9,027 of 13,277 institutions