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
IG ICA Group Wealth Management, LLCDiversified strategy	$166.7M	-66.6%	793 -564	QQQ	2024-06-30
RA Regis Acquisition Inc.Sector-focused	$164.0M	-0.2%	40 -1	—	2024-06-30
SA Spotlight Asset Group, Inc.Diversified strategy	$143.2M	+2.5%	260 +2	AAPL	2024-06-30
RC Rain Capital Management, LLCSector-focused	$142.0M	-4.8%	95	IVV	2024-06-30
CP Custom Portfolio Group LLCLong-term holder	$127.0M	+4.6%	236 -1	SGOV	2024-06-30
CH CVI Holdings, LLCSector-focused	$116.0M	+9.2%	144 -13	FLUT	2024-06-30
EL Emfo, LLCDiversified strategy	$111.7M	+2.2%	285 -5	AAPL	2024-06-30
GI Greenwich Investment Management, Inc.Sector-focused	$109.3M	-14.1%	37 +1	DMLP	2024-06-30
FW FMFE Wealth Management, LLCLong-term holder	$107.6M	-1.3%	24	DFAT	2024-06-30
ET Epic Trust Investment Advisors, LLCDiversified strategy	$90.8M	+11.9%	111 +3	SPY	2024-06-30
IF Invus Financial Advisors, LLCSector-focused	$89.2M	-29.1%	7	TBLA	2024-06-30
DC Dryden Capital, LLCSector-focused	$58.9M	-13.0%	30 +1	FLD	2024-06-30
RA Roumell Asset Management, LLCSector-focused	$53.3M	+0.3%	16 -1	OLOGBX	2024-06-30
AC Atalaya Capital Management LPSector-focused	$45.0M	-47.1%	96 -19	ROIV	2024-06-30
KL Knowledge Leaders Capital, LLCQuality / disciplined sizing	$42.2M	-26.1%	32 -19	APH	2024-06-30
AI Arena Investors LPSector-focused	$12.5M	+87.9%	29 +8	BEYOND MEAT INC	2024-06-30
AG A.P. Gilfoyle & Co., L.P.Concentrated strategy	$2.3M	+20.6%	10	AAPL	2024-06-30
PA Pantechnicon Advisors LLPLong-term holder	—	—	1 -5	—	2024-06-30
BC Bhz Capital Management, LPLong-term holder	—	—	1 -41	—	2024-06-30
CA Crestone Asset Management LLCLong-term holder	—	—	1 -101	—	2024-06-30
SW Soundmark Wealth Management, LLCLong-term holder	—	—	1 -69	—	2024-06-30
CS Credit Suisse Ag/Diversified strategy	$104.5B	+0.7%	8,330 -610	MSFT	2024-03-31
CA Cetera Advisor Networks LLCDiversified strategy	$20.2B	+12.4%	2,808 +31	AAPL	2024-03-31
VA Vontobel Asset Management IncDiversified strategy	$18.1B	+7.4%	70 +1	MSFT	2024-03-31
PM Prime Movers Lab LLCConcentrated strategy	$13.5B	-27.4%	2 -1	NRGV	2024-03-31
CA Cetera Advisors LLCDiversified strategy	$12.7B	+75.8%	2,424 +636	AAPL	2024-03-31
M& Manning & Napier Group, LLCDiversified strategy	$8.8B	+4.1%	482 -1	AMZN	2024-03-31
DP Degroof Petercam Asset ManagementDiversified strategy	$8.3B	+9.4%	625 +2	MSFT	2024-03-31
IC InterOcean Capital Group, LLCDiversified strategy	$4.2B	+12.5%	506 +18	SPY	2024-03-31
CW Connectus Wealth, LLCDiversified strategy	$3.7B	-25.1%	417 -137	AAPL	2024-03-31
WS Wilbanks Smith & Thomas Asset Management LLCDiversified strategy	$3.6B	+9.2%	528 +10	VOO	2024-03-31
FI Focused Investors Fund L PQuality / disciplined sizing	$3.2B	—	23	ELV	2024-03-31
CT Cambridge Trust CoDiversified strategy	$2.6B	+10.2%	900 -45	MSFT	2024-03-31
ZC Ziegler Capital Management, LLCDiversified strategy	$2.6B	+19.1%	562 +94	MSFT	2024-03-31
CQ Credential Qtrade Securities Inc.Diversified strategy	$1.9B	+11.1%	379 +5	TD	2024-03-31
SC Segantii Capital Management LtdLong-term holder	$1.5B	-19.6%	100 -58	Invesco QQQ Tr Put Option 06/2	2024-03-31
AF American Family Insurance Mutual Holding CoConcentrated strategy	$1.2B	-15.0%	9	BHYB	2024-03-31
PW Perella Weinberg Partners Capital Management LPLong-term holder	$992.8M	-18.8%	26 -3	IEF	2024-03-31
SW Strategic Wealth Partners Group, LLCDiversified strategy	$906.2M	+14.3%	70 +4	IWF	2024-03-31
GS Grey Street Capital, LLCDiversified strategy	$738.7M	+251.8%	490 +352	LLY	2024-03-31
S& Stewart & Patten Co LLCDiversified strategy	$668.9M	+4.6%	124 -2	MSFT	2024-03-31
BP BTG Pactual Global Asset Management LtdDiversified strategy	$599.6M	+131.4%	153 +97	SPY	2024-03-31
SP Steward Partners Investment Solutions, LLCDiversified strategy	$594.2M	+147.8%	271 +125	MSFT	2024-03-31
FA Financial Advisory GroupDiversified strategy	$566.8M	+7.5%	91 +4	VOO	2024-03-31
RW Ratio Wealth GroupDiversified strategy	$536.9M	+16.2%	80 +6	VCIT	2024-03-31
BP Broad Peak Investment Holdings Ltd.Sector-focused	$531.4M	-14.4%	21 +1	NVDA	2024-03-31
CA Coppell Advisory Solutions Corp.Diversified strategy	$530.5M	+73.9%	267 +67	FIXD	2024-03-31
TI Tortoise Index Solutions, LLCDiversified strategy	$496.8M	-7.7%	64 +1	WMB	2024-03-31
EW Executive Wealth Group LLCDiversified strategy	$480.4M	+205.5%	57 +11	BA	2024-03-31
C& Coulter & Justus Financial Services, LLCDiversified strategy	$450.3M	+205.2%	94 +52	JPM	2024-03-31
M& Ml & R Wealth Management LLCLong-term holder	$435.2M	-1.5%	70 -3	DFUS	2024-03-31

Showing 9,946-9,996 of 13,277 institutions