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
CG Clarius Group, LLCDiversified strategy	$1.8B	+3.7%	384 -14	PCAR	2025-12-31
CB Cadence BankDiversified strategy	$1.7B	+3.7%	594 -17	MUSA	2025-12-31
JC Janney Capital Management LLCDiversified strategy	$1.6B	-0.9%	253 +9	IEFA	2025-12-31
MP Meritage Portfolio ManagementDiversified strategy	$1.5B	+0.3%	323 -6	AAPL	2025-12-31
NA Nicolet Advisory Services, LLCDiversified strategy	$1.5B	+15.5%	421 +6	SPYM	2025-12-31
LG Litman Gregory Wealth Management LLCDiversified strategy	$1.4B	+1.6%	357 +211	IVV	2025-12-31
AP Austin Private Wealth, LLCDiversified strategy	$1.3B	+2.0%	298 -16	SPYM	2025-12-31
KC KRYGER CAPITAL LtdDiversified strategy	$1.3B	+49.6%	50 +18	NSC	2025-12-31
QL Quent Long Short Global Small Cap Fund, LPDiversified strategy	$1.2B	—	298	VONG	2025-12-31
HF Heritage Financial Services, LLCMomentum follower	$1.2B	+7.7%	126 -8	VGIT	2025-12-31
EE EnCap Energy Capital Fund XI, L.P.Concentrated strategy	$1.1B	+7.4%	3	FANG	2025-12-31
AG Angelo Gordon & Co., L.p.Diversified strategy	$1.1B	+29.6%	61 -2	REALOGY HLDGS CORP COM	2025-12-31
MF MIdWestOne Financial Group, Inc.Diversified strategy	$900.5M	+9.4%	390 +10	MOFG	2025-12-31
IT Iron Triangle Partners LPHigh-turnover trader	$874.7M	+24.4%	27 +2	CRL	2025-12-31
8K 8 Knots Management, LLCHigh-turnover trader	$868.1M	-1.8%	12 -7	MOH	2025-12-31
GG Galaxy Group Investments LLCHigh-turnover trader	$843.0M	-55.3%	49 +12	IBIT	2025-12-31
OW O'Brien Wealth Partners LLCDiversified strategy	$756.2M	+2.4%	110 +13	ITOT	2025-12-31
AM Al Mehwar Commercial Investments LLCConcentrated strategy	$623.9M	+41.5%	1	VIST	2025-12-31
MC MIG Capital, LLCSector-focused	$589.4M	-14.4%	43 -1	META	2025-12-31
OP ORG Partners LLCDiversified strategy	$568.0M	+3.5%	37,789 -398	VOXR	2025-12-31
LR Long Run Wealth Advisors, LLCDiversified strategy	$530.7M	+4.2%	106 -3	USIG	2025-12-31
GF Gifford Fong AssociatesDiversified strategy	$501.4M	+5.4%	124 +2	NVDA	2025-12-31
HF High Falls Advisors, IncDiversified strategy	$493.6M	+1.6%	144 -2	IUSB	2025-12-31
VF Vantage Financial Partners, LLCDiversified strategy	$492.6M	+3.7%	212 -4	ITOT	2025-12-31
VW Vantage WealthMomentum follower	$462.6M	+0.6%	30 +1	GOOG	2025-12-31
MG Msop Gp, L.l.c.Concentrated strategy	$439.3M	—	3	CHYM	2025-12-31
MC Militia Capital Partners, LPDiversified strategy	$435.4M	+6.0%	215 +7	AFRM	2025-12-31
ST SG Trading Solutions, LLCDiversified strategy	$430.8M	—	211	NVDA	2025-12-31
KK Kotler KevinConcentrated strategy	$427.5M	—	50	SPY	2025-12-31
AW Al Warda Investments RSC LtdConcentrated strategy	$408.1M	-21.2%	1	IBIT	2025-12-31
DP Divergent Planning, LLCSector-focused	$391.5M	+4.1%	36 +1	IVV	2025-12-31
EP EnCap Partners GP, LLCConcentrated strategy	$382.8M	-26.6%	2	DVN	2025-12-31
RC Rovin Capital /ut/ /advDiversified strategy	$376.6M	+4.3%	194	IEMG	2025-12-31
RP Running Point Capital Advisors, LLCDiversified strategy	$367.0M	-1.7%	190 -2	BIL	2025-12-31
MW MGB Wealth Management, LLCDiversified strategy	$349.6M	-1.2%	308 -5	APP	2025-12-31
LO Lanham O'Dell & Company, Inc.Sector-focused	$347.3M	+10.6%	40 -5	BINC	2025-12-31
YC Yeomans Consulting Group, Inc.Diversified strategy	$341.3M	+17.8%	113 +14	VV	2025-12-31
OF Oldfather Financial Services, LLCDiversified strategy	$335.8M	+4.6%	98 +6	VOO	2025-12-31
PP Pure Portfolios Holdings LLCDiversified strategy	$332.1M	+3.8%	104 +1	SGOL	2025-12-31
TP Transatlantique Private Wealth LLCDiversified strategy	$318.8M	+4.3%	206 -7	MSFT	2025-12-31
SC Stephens Consulting, LLCMomentum follower	$309.4M	+5.9%	476 +88	VOO	2025-12-31
PW Prosperity Wealth Management, Inc.Diversified strategy	$300.4M	+2.0%	251 +11	SCHX	2025-12-31
SC SB Capital Management IncDiversified strategy	$272.8M	—	93	STIP	2025-12-31
BC Beddow Capital Management IncDiversified strategy	$264.9M	-2.4%	55	TPLUSD	2025-12-31
FC First Citizens Investor Services, Inc.Long-term holder	$262.2M	+1.3%	23	IWY	2025-12-31
GF Grunden Financial Advisory, Inc.Sector-focused	$255.9M	+4.0%	35 +4	DFAC	2025-12-31
RA Ransom Advisory, LtdDiversified strategy	$253.9M	+14.4%	433 +132	AAPL	2025-12-31
GF Greenberg Financial GroupDiversified strategy	$242.9M	-10.1%	113 -13	SPY	2025-12-31
EF Edge Financial Advisors LLCDiversified strategy	$237.7M	+6.5%	151 +4	DFUS	2025-12-31
B& Bowman & Co S.C.Diversified strategy	$237.4M	+0.1%	118 +9	VOO	2025-12-31
NM New Millennium Group LLCDiversified strategy	$231.0M	+5.6%	407 -94	NVDA	2025-12-31

Showing 9,028-9,078 of 13,277 institutions