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
RR Relaxing Retirement CoachLong-term holder	$332.3M	+10.7%	76 +9	DFUS	2023-06-30
CP Cowen Prime Advisors LLCLong-term holder	$290.4M	+16.2%	229 +4	PDFS	2023-06-30
BT Bloom Tree Partners, LLCSector-focused	$214.7M	+4.4%	44 -5	PBR-A	2023-06-30
VF Valley Financial Management, Inc.Diversified strategy	$193.2M	+19.4%	42 -4	VONG	2023-06-30
FC First Capital Advisors Group, LLC.Diversified strategy	$191.6M	+23.1%	971 +754	SSUS	2023-06-30
HF Heron Financial Group, LLCDiversified strategy	$185.6M	+2.3%	142 -2	VUG	2023-06-30
SH Silicon Hills Wealth Management, LLCDiversified strategy	$177.2M	+6.3%	84	DFSD	2023-06-30
LW Lumature Wealth Partners, LLCDiversified strategy	$168.4M	-5.6%	384 -12	BNL	2023-06-30
PF Piershale Financial Group, Inc.Long-term holder	$156.9M	+23.7%	269 -28	BIL	2023-06-30
CW Carlsbad Wealth Advisory Group, Inc.Long-term holder	$155.1M	—	45	SCHX	2023-06-30
BF BMS Financial Advisors, LLCLong-term holder	$153.4M	+6.0%	113 +6	IVV	2023-06-30
LA Lapides Asset Management, LLCLong-term holder	$153.0M	-7.2%	51 +1	EEFT	2023-06-30
AF Affinia Financial Group, LLCLong-term holder	$144.3M	+6.8%	35 +1	MOAT	2023-06-30
OF OTA Financial Group L.P.Sector-focused	$143.2M	+26.0%	7 -39	OXY-WS	2023-06-30
KC Kemper Corp Master Retirement TrustLong-term holder	$141.1M	+16.3%	2	VCLT	2023-06-30
FN First National Bank of South MiamiLong-term holder	$124.3M	-1.0%	322 -20	EFA	2023-06-30
SA Silverhawk Asset Management, LLCLong-term holder	$121.6M	-0.7%	33 -1	IVV	2023-06-30
MC Mcmillion Capital Management IncLong-term holder	$112.3M	+5.9%	196 +122	AAPL	2023-06-30
WE Wealth Enhancement & Preservation of GA, LLCLong-term holder	$104.2M	+24.8%	48 +7	SPY	2023-06-30
BM Bradley Mark J.Long-term holder	$100.7M	-26.9%	51 +8	LLY	2023-06-30
LC Linker Capital Management Inc.Diversified strategy	$97.9M	+7.3%	39	VFIAX	2023-06-30
WC Wealth CMTLong-term holder	$66.2M	-26.4%	10 -18	CWI	2023-06-30
FG First Growth Investment Manager LPLong-term holder	$59.5M	+6.8%	27 +4	NOW	2023-06-30
VC Voce Capital Management LLCLong-term holder	$57.8M	-13.5%	11 +1	CUTREUR	2023-06-30
UC Ulrich Consultants & Investment Group, LLCLong-term holder	$41.4M	-13.5%	24	VONG	2023-06-30
MA Moelis Asset Management LPLong-term holder	$5.3M	-10.4%	1	SPY	2023-06-30
CC Compton Capital Management Inc /riLong-term holder	$4.3M	-90.7%	8 -40	AAPL	2023-06-30
KE KLP Enterprises, LLCLong-term holder	—	—	1 -1	—	2023-06-30
6C 6elm Capital LPLong-term holder	—	—	1 -12	—	2023-06-30
AC Acrisure Capital Management, LLCLong-term holder	—	—	1 -250	—	2023-06-30
UP Utah Peaks Capital IncLong-term holder	—	—	1 -25	—	2023-06-30
DK Davidson Kempner PartnersDiversified strategy	$5.2B	—	368	SPY	2023-03-31
AI Avalon Investment & AdvisoryDiversified strategy	$3.7B	+4.0%	309 -5	LRCXEUR	2023-03-31
EM ETF Managers Group, LLCDiversified strategy	$3.1B	+45.2%	777 +191	ETF MANAGERS TR	2023-03-31
PF Parsec Financial Management, Inc.Diversified strategy	$2.4B	+5.7%	295 +10	VEA	2023-03-31
HT HighTower Trust Company, N.A.Long-term holder	$1.0B	-1.3%	221	XOM	2023-03-31
QA Quantitative Advantage, LLCDiversified strategy	$689.4M	+6.3%	115 +3	DUHP	2023-03-31
BF Barber Financial Group, Inc.Long-term holder	$567.5M	+57.2%	148 +11	STIP	2023-03-31
IM Investment Management Of Virginia LLCDiversified strategy	$526.5M	+3.2%	215	VGT	2023-03-31
DW Domani Wealth, LLCDiversified strategy	$431.0M	+7.8%	117	VOO	2023-03-31
KI Kula Investments, LLCDiversified strategy	$405.5M	+19.4%	576 +14	SPY	2023-03-31
SG Stonnington Group, LLCDiversified strategy	$384.1M	+5.9%	234 +33	DFUV	2023-03-31
OA Odey Asset Management Group LtdLong-term holder	$381.4M	+15.0%	24 -1	DB	2023-03-31
SI Stillwater Investment Management, LLCLong-term holder	$372.0M	+5.3%	82 -1	IVV	2023-03-31
HC HNP Capital LLCDiversified strategy	$359.0M	+0.4%	128 -3	VTIP	2023-03-31
CP Cardinal Point Wealth Management Partners, LLCLong-term holder	$329.2M	+13.7%	80 +11	VTI	2023-03-31
LP LeJeune Puetz Investment Counsel LLCDiversified strategy	$279.2M	+4.2%	196 +4	AAPL	2023-03-31
SW Southern Wealth Management, LLPDiversified strategy	$257.6M	+3.5%	61 +2	IEFA	2023-03-31
BA Baldrige Asset Management LLCDiversified strategy	$243.8M	+8.5%	467 +143	DFAC	2023-03-31
CC Chimera Capital Management LLCDiversified strategy	$209.7M	-41.5%	64 -128	EAT	2023-03-31
AI Ahrens Investment Partners LLCDiversified strategy	$201.5M	-8.5%	1,018 +838	MOAT	2023-03-31

Showing 10,405-10,455 of 13,277 institutions