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
RP Repertoire Partners LPConcentrated strategy	$142.8M	-37.1%	10 -4	SPY	2025-06-30
PW Parkworth Wealth Management, Inc.Diversified strategy	$138.5M	+10.6%	1,352 +126	AVUS	2025-06-30
DW David Wealth Management LLCSector-focused	$134.3M	+12.4%	55 +6	DFAC	2025-06-30
CW Centricity Wealth Management, LLCDiversified strategy	$125.1M	+13.6%	430 -19	VOO	2025-06-30
SI Summit Investment Advisors, Inc.Diversified strategy	$121.4M	+7.9%	55	BSJP	2025-06-30
SC Shorepath Capital Management LLCQuality / disciplined sizing	$121.3M	-8.4%	23	GS	2025-06-30
HA Hickory Asset Management, Inc.Diversified strategy	$120.9M	+7.4%	91 +2	VOO	2025-06-30
PW Priebe Wealth Holdings LLCDiversified strategy	$115.5M	-28.0%	53 -24	SPYM	2025-06-30
SA SRN Advisors, LLCDiversified strategy	$109.8M	+23.3%	98 -1	NVDA	2025-06-30
KA Kraft Asset Management, LLCSector-focused	$107.5M	-1.6%	41 -5	DFAT	2025-06-30
IW IronOak Wealth LLC.Diversified strategy	$102.9M	+15.2%	64	SGOV	2025-06-30
CC Cobler Capital Management, LLCDiversified strategy	$100.9M	—	46	AAPL	2025-06-30
CC Covey Capital Advisors, LLCSector-focused	$92.9M	+7.0%	42 +4	BRK-B	2025-06-30
QC Quaero Capital S.A.Diversified strategy	$79.8M	+13.7%	65 +10	TSM	2025-06-30
WC Wellington Capital Management, Inc.Diversified strategy	$66.9M	—	81	MSFT	2025-06-30
WH Washington Harbour Partners LPSector-focused	$33.8M	-3.8%	24	DAVE	2025-06-30
FT Fir Tree Capital Management LPConcentrated strategy	$21.8M	+333.6%	1	RSP	2025-06-30
CS Clear Street Derivatives LLCConcentrated strategy	$12.4M	-99.8%	35 -33	MNR	2025-06-30
PC Prysm Capital, L.P.Concentrated strategy	$10.6M	+10.4%	1	RIVN	2025-06-30
AD Alpha DNA Investment Management LLCSector-focused	$9.0M	+17.6%	20 +2	IWM	2025-06-30
CA Capital A Wealth Management, LLCDiversified strategy	$8.9M	-90.6%	591 -118	MSFT	2025-06-30
CP Castalian Partners, LLCConcentrated strategy	$7.4M	-97.9%	1 -8	NRP	2025-06-30
BP Black Point Wealth ManagementConcentrated strategy	$3.5M	-79.8%	5 -8	BRK-B	2025-06-30
SS Southern Style Financial, Inc.Long-term holder	—	—	1 -27	—	2025-06-30
CC Cutter Capital Management, LPLong-term holder	—	—	1 -20	—	2025-06-30
WC West Coast Financial LLCLong-term holder	—	—	1 -161	—	2025-06-30
RM RP Management, LLCLong-term holder	—	—	1 -3	—	2025-06-30
SC Spinnaker Capital LTDLong-term holder	—	—	1	—	2025-06-30
CM Cohanzick Management, LLCLong-term holder	—	—	1	—	2025-06-30
YE Yorktown Energy Partners VIII, L.P.Long-term holder	—	—	1 -1	—	2025-06-30
CF Concourse Financial Group Securities, Inc.Diversified strategy	—	—	22,303 +136	—	2025-06-30
OP Orion Portfolio Solutions, LLCDiversified strategy	$10.2B	+1.7%	1,877 +60	SECT	2025-03-31
MS Mizuho Securities USA LLCDiversified strategy	$4.6B	-15.6%	664 +43	AAPL	2025-03-31
KC Kodai Capital Management LPDiversified strategy	$2.5B	+3.6%	145 +39	T	2025-03-31
SS Sandy Spring BankDiversified strategy	$2.4B	-3.7%	1,936 -41	IJH	2025-03-31
FP Foundry Partners, LLCDiversified strategy	$1.9B	-5.0%	259 -10	JPM	2025-03-31
ST Sabal Trust CODiversified strategy	$1.8B	+4.1%	324 -5	MSFT	2025-03-31
UH Unigestion Holding SADiversified strategy	$1.7B	-1.9%	370 +18	AAPL	2025-03-31
PA Parvus Asset Management Europe LtdConcentrated strategy	$1.7B	-22.4%	1	FLUT	2025-03-31
TW Transform Wealth, LLCDiversified strategy	$1.7B	-8.4%	242 -20	POWL	2025-03-31
AP Adero Partners, LLCDiversified strategy	$1.5B	-1.5%	259 -3	DUHP	2025-03-31
MA Maple-Brown Abbott LtdHigh-turnover trader	$1.5B	+78.8%	15 -1	FERROVIAL SE	2025-03-31
CC Callan Capital, LLCDiversified strategy	$1.4B	-1.1%	373 +22	SCHB	2025-03-31
SI Schechter Investment Advisors, LLCDiversified strategy	$1.2B	-7.0%	1,410 +22	CLOZ	2025-03-31
MW Marcum Wealth, LLCDiversified strategy	$1.2B	+0.3%	405 -2	IVV	2025-03-31
SB Sheaff Brock Investment Advisors, LLCDiversified strategy	$1.1B	-5.2%	461 +9	AAPL	2025-03-31
LC Lindbrook Capital, LLCDiversified strategy	$1.1B	-2.2%	2,787 +7	VTI	2025-03-31
CH Cable Hill Partners, LLCDiversified strategy	$1.0B	+3.3%	217 -7	DFAI	2025-03-31
TA Taurus Asset Management, LLCDiversified strategy	$986.2M	-4.0%	87 -1	AAPL	2025-03-31
CI Ccm Investment Group, LLCDiversified strategy	$945.8M	+3.1%	207 -1	IDEV	2025-03-31
CC Caas Capital Management LPDiversified strategy	$933.7M	+63.3%	469 +111	GOOGL	2025-03-31

Showing 9,487-9,537 of 13,277 institutions