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.

Most recently filedReported valueNameTurnoverHoldingsAllDiversified strategyMomentum followerQuality / disciplined sizingConcentrated strategyHigh-turnover traderContrarianSector-focusedLong-term holder

	Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
	SF Synovus Financial CORPDiversified strategy	$8.7B	+7.0%	1,549 +38	IWD	2025-09-30
	SI Stonegate Investment Group, LLCDiversified strategy	$4.3B	+8.3%	448	AAPL	2025-09-30
	PF Pinnacle Financial Partners IncDiversified strategy	$4.2B	-12.1%	787 -273	MSFT	2025-09-30
	AI Allianz Investment Management U.S. LLCConcentrated strategy	$2.7B	+15.9%	65 +2	JAAA	2025-09-30
	LN Laird Norton Wetherby Wealth Management, LLCDiversified strategy	$2.4B	+9.0%	1,183 +9	AAPL	2025-09-30
	TA Thematics Asset ManagementDiversified strategy	$2.2B	-0.9%	125 -1	NVDA	2025-09-30
	PH Point72 Hong Kong LtdDiversified strategy	$2.2B	+41.1%	430 -5	NVDA	2025-09-30
	CC Cobblestone Capital Advisors LLC /ny/Diversified strategy	$2.1B	+6.6%	304 +2	IXUS	2025-09-30
	AF Apexium Financial, LPDiversified strategy	$2.1B	+9.1%	288 +10	SPY	2025-09-30
	PE Point72 Europe (London) LLPDiversified strategy	$2.0B	-21.2%	727 +574	MSTR	2025-09-30
	FS Full Sail Capital, LLCDiversified strategy	$1.8B	+4.7%	391 +72	IEFA	2025-09-30
	CC Country Club BankDiversified strategy	$1.7B	+6.1%	555 +8	VTI	2025-09-30
	P( Point72 (DIFC) LtdDiversified strategy	$1.5B	-42.2%	1,117 -377	META	2025-09-30
	HT HAP Trading, LLCSector-focused	$1.4B	—	836	APP	2025-09-30
	SI Sonora Investment Management Group, LLCDiversified strategy	$1.4B	+4.8%	304	MSFT	2025-09-30
	4C 400 Capital Management LLCConcentrated strategy	$1.4B	+34.3%	3 -2	SPY	2025-09-30
	Scion Asset Management, LLCHigh-turnover trader	$1.4B	+138.8%	8 -7	PLTR	2025-09-30
	SF SPC Financial, Inc.Diversified strategy	$1.3B	+7.2%	278 +16	RSP	2025-09-30
	WC Willow Creek Wealth Management Inc.Diversified strategy	$1.2B	+9.2%	180 +13	DFAT	2025-09-30
	BA Bristlecone Advisors, LLCDiversified strategy	$1.2B	+0.5%	233 -63	MSFT	2025-09-30
	BC Bares Capital Management, Inc.Sector-focused	$1.1B	+5.2%	24 +2	PEGA	2025-09-30
	SA Shell Asset Management CoDiversified strategy	$995.7M	-65.6%	1,191 -105	NVDA	2025-09-30
	BF Bard Financial Services, Inc.Diversified strategy	$911.2M	+8.8%	212 +6	AAPL	2025-09-30
	IA Ion Asset Management Ltd.Diversified strategy	$910.6M	-49.9%	67 -15	TEVA	2025-09-30
	MS Moloney Securities Asset Management, LLCDiversified strategy	$840.3M	+3.9%	497 -6	—	2025-09-30
	CP Coho Partners, Ltd.High-turnover trader	$779.1M	-42.0%	32 -2	ROST	2025-09-30
	EA EFG Asset Management (North America) Corp.Diversified strategy	$773.4M	+9.3%	168 +7	NVDA	2025-09-30
	HW Hemington Wealth ManagementDiversified strategy	$769.3M	+11.4%	1,727 +36	DFCF	2025-09-30
	BV Bedrijfstakpensioenfonds Voor De Media PnoMomentum follower	$758.7M	+4.8%	39	NVDA	2025-09-30
	WA Wealthstream Advisors, Inc.Momentum follower	$661.3M	+9.9%	204 +20	DFAC	2025-09-30
	PA Point72 Asia (Singapore) Pte. Ltd.Diversified strategy	$645.8M	+14.7%	864 +11	CYBERARK SOFTWARE LTD. CMN	2025-09-30
	GF Gries Financial LLCDiversified strategy	$632.7M	+15.1%	323 +28	IVV	2025-09-30
	WG Watts Gwilliam & Co., LLCDiversified strategy	$619.8M	+1.7%	242 -4	NVDA	2025-09-30
	PW PBMares Wealth Management LLCDiversified strategy	$616.9M	+12.9%	196 +9	DFUS	2025-09-30
	BT Brass Tax Wealth Management, IncDiversified strategy	$601.5M	+15.8%	246 +18	VOO	2025-09-30
	EA EFG Asset Management (Americas) Corp.Diversified strategy	$579.2M	+6.8%	146 +11	MSFT	2025-09-30
	FA Financial Advisors, LLCMomentum follower	$564.3M	+5.1%	80 +2	USMV	2025-09-30
	SF Sensible Financial Planning & Management, LLC.Momentum follower	$550.7M	+4.6%	31 -6	SCHP	2025-09-30
	GP Greenstone Partners, L.P.Sector-focused	$546.9M	—	11	APP	2025-09-30
	OH Oak Hill Wealth Advisors, LLCDiversified strategy	$533.6M	+10.6%	148 +3	VEA	2025-09-30
	FN First National CORP /ma/ /advDiversified strategy	$527.5M	+6.3%	174 +11	SPY	2025-09-30
	JW JFG Wealth Management, LLCConcentrated strategy	$510.6M	+6.8%	67 +5	VV	2025-09-30
	VB Vishria Bird Financial Group, LLCDiversified strategy	$509.9M	+69.5%	97 +8	IBDT	2025-09-30
	SC Shorepoint Capital Partners LLCDiversified strategy	$502.8M	+13.8%	184 -6	FBND	2025-09-30
	OG O'Dell Group, LLCSector-focused	$466.1M	+16.3%	42 +18	SPYM	2025-09-30
	GW Gitterman Wealth Management, LLCMomentum follower	$436.5M	+1.7%	128 -211	VGIT	2025-09-30
	LA Lingohr Asset Management GmbHDiversified strategy	$413.5M	+649.6%	109 +23	MSFT	2025-09-30
	BW Burt Wealth AdvisorsDiversified strategy	$407.3M	-6.9%	115 -1	CACI	2025-09-30
	S& Shilanski & Associates, Inc.Diversified strategy	$376.3M	+7.5%	109 +1	SPY	2025-09-30
	NE NewGen Equity Long/Short FundSector-focused	$374.0M	+119.2%	29 +5	SPY	2025-09-30
	MF Marshall Financial Group Inc /advDiversified strategy	$363.5M	+8.8%	53 +1	SCHX	2025-09-30

Showing 9,181-9,231 of 13,277 institutions