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
PA Panview Asian Equity Master FundSector-focused	$429.7M	+8.4%	12	APP	2024-09-30
SI Susquehanna International Securities, Ltd.Concentrated strategy	$422.0M	+1.8%	50 -5	STLA	2024-09-30
PC Polus Capital Management LtdConcentrated strategy	$420.3M	+29.7%	6 +2	IWM	2024-09-30
CW Concentric Wealth Management, LLCDiversified strategy	$410.0M	+6.9%	133 -2	AVUV	2024-09-30
HF Halpern Financial, Inc.Diversified strategy	$388.7M	+6.8%	230 +6	IVE	2024-09-30
CW CIC Wealth, LLCDiversified strategy	$387.0M	+6.5%	176 +16	VOO	2024-09-30
PR Platte River Wealth Advisors, LLCDiversified strategy	$372.8M	+4.6%	94 -1	IVW	2024-09-30
HV HST Ventures, LLCDiversified strategy	$365.7M	+65.2%	49 -5	WFC	2024-09-30
MC Minot Capital, LPConcentrated strategy	$353.3M	+4.7%	6 -6	SPY	2024-09-30
SF Source Financial Advisors LLCDiversified strategy	$338.5M	+4.1%	167 +6	UBER	2024-09-30
AF Annapolis Financial Services, LLCDiversified strategy	$337.8M	+9.4%	487 +123	AVDE	2024-09-30
SF Susquehanna FoundationConcentrated strategy	$332.8M	+1.8%	4	QQQ	2024-09-30
GT Ghost Tree Capital, LLCDiversified strategy	$331.0M	+3.7%	54 -9	XBI	2024-09-30
EL Etfidea, LLCDiversified strategy	$316.1M	+6.9%	113 +2	DGRO	2024-09-30
BR Biechele Royce AdvisorsDiversified strategy	$303.4M	+2.4%	55 -2	AAPL	2024-09-30
SL Syntrinsic LLCLong-term holder	$300.6M	-0.2%	79 -3	SCHD	2024-09-30
CH Carmichael Hill & Associates, Inc.Diversified strategy	$282.0M	+10.6%	776 -3	AAPL	2024-09-30
BF Bbjs Financial Advisors, LLCDiversified strategy	$280.4M	+4.5%	142 -30	TEAM	2024-09-30
IF Insight Folios IncDiversified strategy	$280.0M	+14.9%	119 +5	OKE	2024-09-30
BW Brophy Wealth Management, LLCDiversified strategy	$279.4M	—	389	MGK	2024-09-30
TL Tnf LLCDiversified strategy	$277.5M	+2.2%	125 +3	IVV	2024-09-30
CL Cedrus LLCDiversified strategy	$269.9M	+35.0%	182 +28	VUG	2024-09-30
MF Monumental Financial Group Inc.Diversified strategy	$269.5M	+17.5%	42 +1	IVV	2024-09-30
RG Ranger Global Real Estate Advisors, LLCSector-focused	$231.8M	-7.5%	21 +7	AMH	2024-09-30
BA Bridge Advisory, LLCDiversified strategy	$210.2M	+3.6%	99 +2	EMLC	2024-09-30
TR Tri Ri Asset Management CorpQuality / disciplined sizing	$197.4M	—	29	PLTR	2024-09-30
GA Garrison Asset Management, LLCDiversified strategy	$197.1M	+3.7%	109 +5	AVGO	2024-09-30
AI Anchor IV Pte. Ltd.Concentrated strategy	$196.2M	+13.0%	1	AVPT	2024-09-30
NP New Potomac Partners, LLCDiversified strategy	$194.6M	+6.4%	152 +69	IAU	2024-09-30
AW Aspire Wealth Management CorpDiversified strategy	$185.8M	+6.3%	196 +16	XMMO	2024-09-30
BM Boston Mountain Money Management IncDiversified strategy	$172.2M	+13.6%	64 +3	IVV	2024-09-30
FA Family Asset Management, LLCDiversified strategy	$166.2M	+7.0%	209 -1	SCHG	2024-09-30
LA LifePro Asset ManagementDiversified strategy	$163.4M	+17.1%	151 +21	BKLN	2024-09-30
JC Jade Capital Advisors, LLCDiversified strategy	$158.7M	+12.2%	98 +8	ALK	2024-09-30
HP Hyperion Partners, LLCDiversified strategy	$156.7M	+11.8%	73 +2	SDY	2024-09-30
PC Planning Capital Management CorpDiversified strategy	$150.9M	+6.5%	780 +59	SPYG	2024-09-30
AS Advisory Services & Investments, LLCSector-focused	$146.9M	+2.1%	40 +4	DFIC	2024-09-30
VF VitalStone Financial, LLCDiversified strategy	$146.8M	+6.4%	496 -4	SGOV	2024-09-30
G& GUNN & Co INVESTMENT MANAGEMENT, INC.Diversified strategy	$145.4M	-91.4%	61 -83	AAPL	2024-09-30
SG SIG Growth Equity Funds Ltd Partnership, LLLPConcentrated strategy	$141.5M	+35.9%	1	PAYO	2024-09-30
AP American Planning Services, Inc.Diversified strategy	$126.4M	-11.1%	53 +1	QQQ	2024-09-30
NM Naples Money Management LLCDiversified strategy	$118.4M	+1.0%	381 -14	SPY	2024-09-30
AS All Season Financial Advisors, Inc.Diversified strategy	$117.5M	+6.5%	94 +4	BRK-B	2024-09-30
CM Crystalline Management Inc.Diversified strategy	$111.8M	+6.3%	83 -15	CHEF 2.375 12-15-28	2024-09-30
IG Inherent Group, LPSector-focused	$108.1M	-4.9%	8 -5	07WA	2024-09-30
AS Alpha Square Group S LLCConcentrated strategy	$102.8M	+90.3%	18	QQQ	2024-09-30
MA Millrace Asset Group, Inc.Diversified strategy	$98.4M	-4.4%	70 -1	XBI	2024-09-30
SA Soditic Asset Management LLPQuality / disciplined sizing	$98.4M	+14.0%	12	FISV	2024-09-30
AI Aquila Investment Management LLCDiversified strategy	$89.9M	-15.6%	63 -1	MU	2024-09-30
G1 Greylock 15 Gp LLCConcentrated strategy	$85.6M	+81.9%	3	AUR	2024-09-30
BG BlueDrive Global Investors LLPQuality / disciplined sizing	$85.4M	-2.5%	10 -1	TLT	2024-09-30

Showing 9,742-9,792 of 13,277 institutions