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
AN American National Bank & Trust Co /va/Diversified strategy	$423.3M	+102.4%	192 +76	MSFT	2024-03-31
CA Cubic Asset Management, LLCDiversified strategy	$422.4M	+8.5%	202 -2	MSFT	2024-03-31
EP Eudaimonia Partners, LLCDiversified strategy	$420.3M	+9.9%	256 +7	VOO	2024-03-31
OR Orion Resource Partners (usa) LPConcentrated strategy	$333.3M	-0.4%	4	AYS1	2024-03-31
CS Cook Street Consulting, Inc.Concentrated strategy	$325.6M	-1.0%	2	ENB	2024-03-31
CG Cutler Group LLC / CADiversified strategy	$307.3M	-72.5%	2,928 -1,572	ITOT	2024-03-31
MF Mango Five Family, Inc.Sector-focused	$300.8M	+13.3%	65 -23	NVDA	2024-03-31
HC Highlander Capital Management, LLCDiversified strategy	$292.3M	+4.1%	955 -33	MSFT	2024-03-31
SF Summit Financial Group, Inc.Diversified strategy	$281.3M	+7.7%	258 +8	MSFT	2024-03-31
RG Retirement Group, LLCDiversified strategy	$279.3M	+12.7%	847 +10	BRK-B	2024-03-31
FW FirstPurpose Wealth LLCDiversified strategy	$275.6M	+4.9%	209 -3	DFAU	2024-03-31
AP Atlas Private Wealth Management, LLCDiversified strategy	$238.0M	+11.9%	119 +2	SHY	2024-03-31
CC Cipher Capital LPDiversified strategy	$216.1M	-30.0%	411 -72	AAPL	2024-03-31
HI Handelsinvest InvesteringsforvaltningDiversified strategy	$208.0M	-15.1%	317 -2	MSFT	2024-03-31
CC Codex Capital, L.L.C.Quality / disciplined sizing	$205.1M	+19.6%	37	NVDA	2024-03-31
DA Derbend Asset ManagementDiversified strategy	$203.0M	+17.6%	114 +11	IVW	2024-03-31
B& Benedetti & Gucer, Inc.Diversified strategy	$201.3M	+5.5%	143 +2	IVV	2024-03-31
VL Van Leeuwen & Company, LLCDiversified strategy	$197.3M	+14.8%	88 +4	MSFT	2024-03-31
CW Caliber Wealth Management, LLCDiversified strategy	$188.0M	+10.5%	60 +5	SPY	2024-03-31
EA Eudaimonia Advisors LLCDiversified strategy	$187.8M	+21.5%	161 +17	LAMR	2024-03-31
KL Kopp LeRoy CSector-focused	$175.1M	—	21	VEA	2024-03-31
KW Keating Wealth Management LLCConcentrated strategy	$166.6M	+14.9%	45 +3	VTI	2024-03-31
BS Bromfield Sneider Wealth AdvisorsLong-term holder	$161.8M	+9.6%	104 +5	VUG	2024-03-31
MA McKinley Alaska Private Investment, LLCConcentrated strategy	$148.3M	+29812.3%	1	ASTRA SPACE INC	2024-03-31
KI Klr Investment Advisors, LLCDiversified strategy	$138.3M	-0.0%	185 +4	DCRE	2024-03-31
MI Mango Investments LLCSector-focused	$135.2M	-15.0%	23 -2	LBRDK	2024-03-31
LF Lee Financial Group Hawaii, Inc.Long-term holder	$127.8M	+8.8%	28 -2	VOO	2024-03-31
MA Marketfield Asset Management LLCQuality / disciplined sizing	$127.2M	+3.2%	35 +1	COP	2024-03-31
SF Starfox Financial Services, LLCLong-term holder	$117.9M	+9.1%	29 -2	VTI	2024-03-31
WC W Capital Management, LLCConcentrated strategy	$103.7M	-12.6%	4	PAYO	2024-03-31
RG Richelieu Gestion SADiversified strategy	$97.3M	-13.0%	63 -13	MSFT	2024-03-31
PA Page Arthur BDiversified strategy	$97.2M	+2.5%	110 +6	MSFT	2024-03-31
ER Elm Ridge Management, LLCQuality / disciplined sizing	$88.8M	-1.6%	27 +2	AER	2024-03-31
CB Cognios Beta Neutral Large Cap Fund, LPDiversified strategy	$76.7M	+0.1%	99 +4	AAPL	2024-03-31
ZC Zenyatta Capital Management LPLong-term holder	$74.4M	-71.2%	17 -9	CSTM	2024-03-31
NF Norwood Financial CorpDiversified strategy	$69.3M	+5.0%	397 +8	NWFL	2024-03-31
FG Formation8 GP, LLCConcentrated strategy	$67.6M	-34.2%	3 -1	BLND	2024-03-31
MI Mercer Investments LLCSector-focused	$62.6M	-17.3%	9	FMX	2024-03-31
PC P&S Credit Management, L.P.Sector-focused	$62.5M	+6.1%	14 -2	SPY	2024-03-31
OA Oracle Alpha Inc.Diversified strategy	$55.7M	-27.9%	185 -62	MU	2024-03-31
RC Reitz Capital Advisors LLCLong-term holder	$55.6M	-0.9%	22 -2	SCHD	2024-03-31
PH Portland Hill Asset Management LtdSector-focused	$40.9M	+7.0%	29 +1	META	2024-03-31
MC Merlin Capital, IncDiversified strategy	$33.5M	+7.4%	52 -6	ASML	2024-03-31
OP OPSEU Pension Plan Trust FundConcentrated strategy	$22.4M	-13.6%	2	MCHI	2024-03-31
LC Lynwood Capital Management Inc.Long-term holder	$16.9M	-25.7%	57 +1	BCT1EUR	2024-03-31
SC Syntal Capital Partners, LLCSector-focused	$10.0M	+98.9%	18 +7	ACWI	2024-03-31
NC Newfoundland Capital ManagementConcentrated strategy	$9.5M	-14.9%	3 -3	VASTA PLATFORM LTD	2024-03-31
GL Guardian Life Insurance Co of AmericaConcentrated strategy	$199.4K	-99.9%	1 -2	COIN	2024-03-31
ES Echo Street Capital Management LLCLong-term holder	—	—	1 -1	—	2024-03-31
JI JB Investments Management, LLCLong-term holder	—	—	1	—	2024-03-31
EC Endurant Capital Management LPLong-term holder	—	—	1 -24	—	2024-03-31

Showing 9,997-10,047 of 13,277 institutions