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.

Most recently filedReported valueNameTurnoverHoldingsAllDiversified strategyMomentum followerQuality / disciplined sizingSector-focusedLong-term holderConcentrated strategyContrarianHigh-turnover trader

	Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
	AC Advent Capital Management /de/Diversified strategy	$4.5B	+23.0%	238 +23	BAC 7.25 PERP L	2026-06-30
	EF E Fund Management Co., Ltd.Diversified strategy	$4.5B	+32.4%	488 -1	PDD	2026-06-30
	HC Hamlin Capital Management, LLCQuality / disciplined sizing	$4.4B	+7.4%	30	CMI	2026-06-30
	AP Americana Partners, LLCDiversified strategy	$4.4B	+15.3%	596 +86	AAPL	2026-06-30
	BP BC Partners PE LPConcentrated strategy	$4.4B	-25.6%	2	CHWY	2026-06-30
	AI Auto-Owners Insurance CoDiversified strategy	$4.4B	-7.3%	170 -18	SPDW	2026-06-30
	AC Amazon Com IncConcentrated strategy	$4.4B	+68.1%	6 +1	RIVN	2026-06-30
	P- PBU - The Pension Fund of Early Childhood & Youth EducatorsDiversified strategy	$4.4B	-33.5%	132 -59	MSFT	2026-06-30
	DS Divisadero Street Capital Management, LPDiversified strategy	$4.4B	+84.5%	142 +24	SGHC	2026-06-30
	MG Metis Global Partners, LLCDiversified strategy	$4.4B	+8.2%	714 -10	BCI	2026-06-30
	SS SBI Securities Co., Ltd.Diversified strategy	$4.4B	+20.5%	4,072 +39	NVDA	2026-06-30
	SC Southpoint Capital Advisors LPMomentum follower	$4.4B	-9.5%	33 -8	AMD	2026-06-30
	HI Hillsdale Investment Management Inc.Diversified strategy	$4.4B	+19.4%	647 -8	RY	2026-06-30
	RP Reinhart Partners, LLC.Diversified strategy	$4.4B	+25.9%	72 +2	SIMO	2026-06-30
	ZC Zevenbergen Capital Investments LLCDiversified strategy	$4.4B	+25.9%	185 +3	NVDA	2026-06-30
	AA Alesco Advisors, LLC, An ESL CoDiversified strategy	$4.4B	+11.3%	230 -13	IVV	2026-06-30
	RO Regents Of THE University Of CaliforniaSector-focused	$4.4B	+45.1%	11 -1	STT	2026-06-30
	GC Geneva Capital Management LLCDiversified strategy	$4.4B	-7.3%	250 -2	RBC	2026-06-30
	BC Bdt Capital Partners, LLCConcentrated strategy	$4.4B	+24.0%	3	ALH	2026-06-30
	ZP Zimmer Partners, LPDiversified strategy	$4.3B	+4.7%	122 -5	WELL	2026-06-30
	CC Channing Capital Management, LLCDiversified strategy	$4.3B	+11.2%	106 -2	AXTA	2026-06-30
	CA Capital Analysts, LLCDiversified strategy	$4.3B	+14.0%	2,319 +14	SPYM	2026-06-30
	CM Catterton Management Company, L.L.C.Concentrated strategy	$4.3B	+20.0%	3	BIRK	2026-06-30
	EO E. Ohman J:or Asset Management ABDiversified strategy	$4.3B	+13.7%	465 -12	NVDA	2026-06-30
	N& Northwest & Ethical Investments L.P.Diversified strategy	$4.3B	-0.6%	522 -4	DMXF	2026-06-30
	GH Great Hill Capital LLCConcentrated strategy	$4.3B	+179.5%	45 -2	SMH	2026-06-30
	AC Ako Capital LLPMomentum follower	$4.3B	-16.0%	22 -5	ALC	2026-06-30
	DW Destination Wealth ManagementDiversified strategy	$4.3B	+11.2%	354 +12	AAPL	2026-06-30
	HC Hill City Capital, LPSector-focused	$4.3B	+53.0%	28 +5	MTZ	2026-06-30
	VP Vestal Point Capital, LPDiversified strategy	$4.3B	+19.6%	68 -22	BMRN	2026-06-30
	DL Daiichi Life Insurance Co., Ltd.Diversified strategy	$4.3B	+22.6%	470 +6	AAPL	2026-06-30
	IA Independent Advisor AllianceDiversified strategy	$4.3B	-54.2%	1,778 -962	NVDA	2026-06-30
	MA Marshfield AssociatesMomentum follower	$4.3B	-14.6%	17	UNH	2026-06-30
	HM Harvard Management Co IncHigh-turnover trader	$4.3B	+134.8%	19 +2	—	2026-06-30
	EA Emerald Advisers, LLCDiversified strategy	$4.2B	+34.4%	237 -11	TVTX	2026-06-30
	AP Altarock Partners LPMomentum follower	$4.2B	+2.8%	8	AMZN	2026-06-30
	QW Quotient Wealth Partners, LLCDiversified strategy	$4.2B	+11.5%	409 +32	IVV	2026-06-30
	SC Snowden Capital Advisors LLCDiversified strategy	$4.2B	+12.5%	1,333 +56	AAPL	2026-06-30
	Trian Fund Management, L.p.Concentrated strategy	$4.2B	+9.6%	9	GE	2026-06-30
	CA Contour Asset Management LLCHigh-turnover trader	$4.2B	+37.3%	53 -1	XYZ	2026-06-30
	MA Martingale Asset Management L PDiversified strategy	$4.2B	+5.9%	828 +34	AAPL	2026-06-30
	WW WCG Wealth Advisors LLCDiversified strategy	$4.2B	+18.0%	555 +36	PYLD	2026-06-30
	CC Cooper Creek Partners Management LLCDiversified strategy	$4.2B	+44.2%	115 +6	Spdr S&P 500 Etf Tr Put Option	2026-06-30
	AB Associated Banc-corpDiversified strategy	$4.2B	+11.5%	381 +49	LRCX	2026-06-30
	KC Kedalion Capital Management LLPConcentrated strategy	$4.2B	+20.9%	3	SPYM	2026-06-30
	CC Cartenna Capital, LPHigh-turnover trader	$4.2B	+53.2%	49 +2	XLI 240920P00106000	2026-06-30
	KP Kinetic Partners Management, LPHigh-turnover trader	$4.2B	+134.4%	47 -2	—	2026-06-30
	CA Crake Asset Management LLPMomentum follower	$4.2B	+46.0%	23 +3	FCX	2026-06-30
	CI Chilton Investment Co Inc.Diversified strategy	$4.2B	-2.1%	299 +19	MSFT	2026-06-30
	GC Gates Capital Management, Inc.Momentum follower	$4.2B	+13.7%	35 +1	XLI	2026-06-30
	TC TCG Crossover Management, LLCDiversified strategy	$4.2B	+19.0%	54 +5	ABVX	2026-06-30

Showing 970-1,020 of 13,274 institutions