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
BC Bridge Creek Capital Management LLCDiversified strategy	$359.6M	+5.7%	116 +5	AAPL	2025-09-30
PA Pineridge Advisors LLCMomentum follower	$349.8M	+26.8%	460 -101	XHLF	2025-09-30
PA Palo Alto Wealth Advisors, LLCSector-focused	$343.3M	+29.9%	64 +9	GOOG	2025-09-30
CP Court Place Advisors, LLCDiversified strategy	$332.1M	+4.5%	147 +1	MSFT	2025-09-30
EE EWG Elevate Inc.Diversified strategy	$320.0M	-1.4%	119 -23	BALI	2025-09-30
GB Gunma Bank,Ltd.Momentum follower	$319.4M	+4.3%	31 +1	IEF	2025-09-30
SC Solari Capital Management, LLCConcentrated strategy	$317.6M	—	1	ABTC	2025-09-30
SF Sterling Financial Group, Inc.Diversified strategy	$315.5M	+5.9%	73 +2	SPHQ	2025-09-30
GC Galibier Capital Management Ltd.Sector-focused	$300.1M	-9.8%	38	AEM	2025-09-30
LI Lokken Investment Group LLCDiversified strategy	$291.2M	+12.2%	148 +10	VTV	2025-09-30
LS Lion Street Advisors, LLCMomentum follower	$289.0M	-12.3%	224 -50	GIS	2025-09-30
OP Obsidian Personal Planning Solutions LLCDiversified strategy	$288.0M	+16.6%	119 +6	IBTH	2025-09-30
FI First International Bank & TrustContrarian	$287.7M	+0.1%	84 -11	AFIF	2025-09-30
FW Fullcircle Wealth LLCDiversified strategy	$283.9M	+5.9%	262 +6	UPS	2025-09-30
AF Abich Financial Wealth Management LLCDiversified strategy	$280.9M	+531.2%	655 +193	BIL	2025-09-30
LW Lowe Wealth Advisors, LLCMomentum follower	$274.0M	+7.0%	395 +30	SPY	2025-09-30
FW FSA Wealth Management LLCMomentum follower	$273.5M	+6.7%	581 +29	IWF	2025-09-30
GA Guerra Advisors IncDiversified strategy	$270.7M	+27.9%	931 +859	SPY	2025-09-30
KS Kathleen S. Wright Associates Inc.Diversified strategy	$269.7M	+5.2%	256 -9	VOO	2025-09-30
WS Wela Strategies, Inc.Momentum follower	$263.7M	+4.1%	55 -10	IVV	2025-09-30
TC Texas Capital Bancshares Inc/TXSector-focused	$254.1M	-8.1%	460 +322	VOO	2025-09-30
SR Stone Run Capital, LLCDiversified strategy	$253.9M	+1.5%	71 +3	APH	2025-09-30
OI Optimum Investment AdvisorsDiversified strategy	$252.1M	+9.5%	613 -1	AAPL	2025-09-30
MT Masso Torrence Wealth Management Inc.Diversified strategy	$240.3M	+11.1%	108 +8	NVDA	2025-09-30
FC Franchise Capital LtdSector-focused	$229.8M	+19.8%	30 +6	NVDA	2025-09-30
FW Fortress Wealth Management, Inc.Diversified strategy	$224.8M	+8.4%	75 +3	AVLV	2025-09-30
S& Siligmueller & Norvid Wealth Advisors LLCDiversified strategy	$222.4M	-13.6%	156 +61	VTI	2025-09-30
FF Forge First Asset Management Inc.High-turnover trader	$217.9M	-21.2%	38 +2	GFL	2025-09-30
IC IMS Capital ManagementDiversified strategy	$216.8M	+1.3%	147 -4	AAPL	2025-09-30
DS D. Scott Neal, Inc.Diversified strategy	$216.2M	+7.8%	66 +2	GLD	2025-09-30
M& Marshall & Sullivan Inc /wa/Momentum follower	$215.7M	+3.7%	43 -76	IWM	2025-09-30
NW Napa Wealth ManagementDiversified strategy	$213.4M	+2.1%	148 +16	PWS	2025-09-30
LA Lindenwold Advisors, INCDiversified strategy	$211.6M	+9.9%	110 +3	VXUS	2025-09-30
AP Asset Planning CorporationDiversified strategy	$210.8M	+12.2%	48 +5	DFCF	2025-09-30
WT Wells Trecaso Financial Group, LLCDiversified strategy	$210.4M	-35.1%	99 -12	AAPL	2025-09-30
CC Copperleaf Capital, LLCDiversified strategy	$208.6M	+5.5%	114 +1	IBIT	2025-09-30
DL Donald L. Hagan, LLCDiversified strategy	$203.7M	+1.7%	86 -2	SSUS	2025-09-30
KL Kent Lake PR LLCHigh-turnover trader	$198.0M	-12.7%	42 +3	PNTG	2025-09-30
RH Richmond Hill Investments, LLCConcentrated strategy	$191.9M	-1.4%	3	RSVR	2025-09-30
AW AllSquare Wealth Management LLCDiversified strategy	$189.5M	+6.4%	539	VTI	2025-09-30
GS Grafton Street Partners Fund, LPSector-focused	$185.6M	+17.2%	10 -2	GOOGL	2025-09-30
WA WFA Asset Management CorpDiversified strategy	$184.0M	+4.0%	196 -13	SCHD	2025-09-30
FA Financial Advocates Investment ManagementDiversified strategy	$177.9M	-85.5%	104 -523	AAPL	2025-09-30
OC Ownership Capital B.V.High-turnover trader	$177.7M	-89.7%	21	MA	2025-09-30
BI Binnacle Investments IncDiversified strategy	$169.9M	+10.5%	1,513 +741	DFAC	2025-09-30
CW Certus Wealth Management, LLCDiversified strategy	$167.1M	+7.6%	58 +2	VOO	2025-09-30
PC Promus Capital, LLCDiversified strategy	$156.7M	+1.8%	301 -3	VOO	2025-09-30
SS Sheets Smith Investment ManagementDiversified strategy	$154.2M	+35.4%	137 +66	JEPQ	2025-09-30
AI Ahl Investment Management, Inc.Diversified strategy	$146.3M	-2.4%	68 -2	MSFT	2025-09-30
1W 1858 Wealth Management, LLCDiversified strategy	$142.4M	+5.0%	113 -4	MSFT	2025-09-30
PI Point72 Italy, S.r.l.High-turnover trader	$134.7M	-33.6%	19 -10	TSM	2025-09-30

Showing 9,232-9,282 of 13,277 institutions