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
PW PRW Wealth Management LLCDiversified strategy	$262.3M	-9.9%	106 +28	IVV	2023-09-30
AE AH Equity Partners LSV III, L.L.C.Concentrated strategy	$261.9M	-9.7%	3	DASH	2023-09-30
RC Ribbit Capital GP II, Ltd.Concentrated strategy	$260.1M	-1.7%	1	HOOD	2023-09-30
IA Innovis Asset Management LLCDiversified strategy	$259.6M	-4.1%	153 -9	AAPL	2023-09-30
RB Ribbit Bullfrog GP II, Ltd.Sector-focused	$258.3M	+44.0%	6 +2	NU	2023-09-30
TL Truadvice, LLCDiversified strategy	$254.8M	-6.3%	230 -30	PSFF	2023-09-30
SC Samjo Capital LLCLong-term holder	$254.2M	+113.1%	66 +54	THRY	2023-09-30
CA CHI Advisors LLCSector-focused	$252.3M	-23.4%	28 +2	PLRX	2023-09-30
WL WealthOne, LLCDiversified strategy	$247.6M	-9.2%	85 -25	VTV	2023-09-30
TO Trustees Of General Electric Pension TrustConcentrated strategy	$245.2M	+74.2%	2 +1	GE	2023-09-30
KW KCS Wealth AdvisoryDiversified strategy	$234.5M	-18.7%	133 -20	AAPL	2023-09-30
WA Wealth Advisors, Inc.Long-term holder	$223.3M	-4.8%	67 +2	AAPL	2023-09-30
RC Ribbit Capital GP III, Ltd.Concentrated strategy	$211.2M	-6.8%	2	NU	2023-09-30
GD Goodwin Daniel LConcentrated strategy	$206.8M	-1.3%	158 +3	KRG	2023-09-30
SW Sutton Wealth Advisors Inc.Diversified strategy	$203.3M	-1.5%	865 +10	SCHX	2023-09-30
BC Bullfrog Capital GP, Ltd.Concentrated strategy	$190.7M	-3.9%	3	HOOD	2023-09-30
KX KPCB XIII Associates, LLCConcentrated strategy	$185.7M	-17.0%	3	PGNY	2023-09-30
CC Claybrook Capital, LLCDiversified strategy	$174.8M	-6.8%	138 -3	SPY	2023-09-30
BA Briggs Advisory Group, Inc.Diversified strategy	$174.7M	-2.4%	60 +4	IVV	2023-09-30
NF North Fourth Asset Management, LPSector-focused	$163.5M	-42.6%	40 -34	QQQ	2023-09-30
HP Hall Private Wealth AdvisorsDiversified strategy	$148.8M	-19.6%	39 -7	AAPL	2023-09-30
WM Wealth Management Solutions, LLCDiversified strategy	$145.8M	-4.9%	82 -2	SCHD	2023-09-30
AR Adirondack Retirement Specialists, Inc.Long-term holder	$128.6M	+0.9%	24 -127	TBIL	2023-09-30
PM Precept Management LLCSector-focused	$125.7M	+70.5%	28 +1	SPY	2023-09-30
VW V Wealth Advisors LLCDiversified strategy	$124.8M	-79.2%	137 -247	SPY	2023-09-30
DC Destiny Capital Securities CorporationDiversified strategy	$123.3M	—	55	SPYG	2023-09-30
MA Milestone Advisory PartnersDiversified strategy	$120.2M	+8.8%	70 +4	SCHD	2023-09-30
SA Syntax Advisors, LLCLong-term holder	$113.5M	-8.5%	195 -18	SYNTAX ETF TR	2023-09-30
K& Kenfarb & Co.Diversified strategy	$109.4M	-4.7%	213 -1	AAPL	2023-09-30
QT Quantamental Technologies LLCDiversified strategy	$106.5M	-55.6%	285 -169	CRWD	2023-09-30
GG Golden Green, Inc.Diversified strategy	$97.4M	+5.2%	80 +5	AAPL	2023-09-30
AE AH Equity Partners LSV II, L.L.C.Concentrated strategy	$95.6M	-0.8%	4	HOOD	2023-09-30
AS Armstrong Shaw Associates Inc/ctDiversified strategy	$95.2M	-3.1%	44 -3	MSFT	2023-09-30
VI Visa Inc.Concentrated strategy	$89.1M	+25.8%	4 +1	MQ	2023-09-30
TA Terrapin Asset Management, LLCSector-focused	$87.8M	+13.6%	52 -20	SGENUSD	2023-09-30
WC Wavelength Capital Management, LLCQuality / disciplined sizing	$85.9M	-7.0%	15 +2	BKLN	2023-09-30
OC One01 Capital, LPSector-focused	$82.3M	-11.0%	18 -1	MSFT	2023-09-30
OA Odey Asset Management LLPQuality / disciplined sizing	$80.1M	-70.6%	35 +6	NE	2023-09-30
SV Sturgeon Ventures LLPDiversified strategy	$76.0M	+2.9%	43 -1	META	2023-09-30
CP Canaan Partners X LLCConcentrated strategy	$74.7M	-11.2%	2 -1	IDYA	2023-09-30
MI MU Investments Co., Ltd.Quality / disciplined sizing	$74.7M	-5.4%	24	PH	2023-09-30
KC Klk Capital Management LLCDiversified strategy	$74.7M	-8.2%	45 -1	OPBK	2023-09-30
TM Trellus Management Company, LLCDiversified strategy	$72.8M	-10.2%	55 -2	SPY	2023-09-30
JA Jacob Asset Management Of New York LLCDiversified strategy	$70.9M	-20.1%	66	DKNG	2023-09-30
GJ Goff John CConcentrated strategy	$70.7M	+16.2%	7	CRGY	2023-09-30
EL Ergoteles LLCSector-focused	$68.2M	-96.7%	19 -975	ATVIEUR	2023-09-30
RO River Oaks Capital LLCDiversified strategy	$67.9M	+3.5%	46 -1	OSBC	2023-09-30
IV Institutional Venture Management XIV, LLCConcentrated strategy	$67.7M	-59.2%	2 -1	ZIP	2023-09-30
AM Anqa Management LLCSector-focused	$66.5M	-25.8%	11 -2	INDV	2023-09-30
FA Financial Advantage, Inc.Quality / disciplined sizing	$65.2M	-41.7%	33 -3	GLD	2023-09-30
MC Matrix China Management IV, L.P.Concentrated strategy	$64.3M	+36.8%	1	XPEV	2023-09-30

Showing 10,201-10,251 of 13,277 institutions