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
MA Myriad Asset Management Ltd.Long-term holder	$721.8M	-21.8%	88 -61	PLUG 3.75 06-01-25	2022-03-31
TM THRC Management, LLCSector-focused	$634.3M	+13.6%	19 -7	9KG	2022-03-31
HI Hefren-Tillotson, Inc.Concentrated strategy	$522.5M	-6.0%	13	IJH	2022-03-31
GH Grosvenor Holdings, L.L.C.Sector-focused	$512.3M	-47.0%	14 -6	VRRM	2022-03-31
FC Ferris Capital, LLCDiversified strategy	$437.0M	-5.0%	191 -4	SPY	2022-03-31
FC Full18 Capital LLCDiversified strategy	$433.8M	+83.7%	158 +57	CG	2022-03-31
VR Viridian Ria, LLCDiversified strategy	$430.2M	-9.1%	81 -5	VEA	2022-03-31
MC Model Capital Management LLCConcentrated strategy	$422.1M	0.0%	2	SPTS	2022-03-31
AN American National Insurance CoDiversified strategy	$370.0M	-18.1%	260 -5	AAPL	2022-03-31
DH Dixon Hughes Goodman Wealth Advisors LLCDiversified strategy	$348.6M	+13.6%	1,034 +156	DFAC	2022-03-31
LC Legacy Capital Partners, Inc.Diversified strategy	$303.7M	-1.7%	138 -7	AAPL	2022-03-31
AN American National Registered Investment Advisor, Inc.Diversified strategy	$279.5M	-7.8%	243 +4	AAPL	2022-03-31
WA Winfield Associates, Inc.Diversified strategy	$276.4M	-7.9%	153 -2	AAPL	2022-03-31
LG Livingston Group Asset Management CO (operating as Southport Capital Management)Diversified strategy	$273.8M	-51.9%	220 -108	AAPL	2022-03-31
PC Permit Capital Advisors, LLCDiversified strategy	$260.0M	—	114	SCHV	2022-03-31
MX Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co.Concentrated strategy	$238.7M	+166.7%	2	POSHEUR	2022-03-31
KW Keystone Wealth PartnersSector-focused	$214.0M	-5.5%	26 -9	VGSH	2022-03-31
BC Breiter Capital Management IncDiversified strategy	$202.3M	-0.8%	134	AAPL	2022-03-31
MS Mayfield Select Management (UGP), Ltd.Concentrated strategy	$189.7M	-42.3%	2	HCP2EUR	2022-03-31
AC Adams Chetwood Wealth Management LLCDiversified strategy	$176.4M	+19.9%	80 +7	DFSD	2022-03-31
LP Long Path Partners Fund, LPSector-focused	$171.7M	+6.7%	8 +1	FLT1EUR	2022-03-31
MW Midwest Wealth Management Inc.Diversified strategy	$164.8M	+3.0%	102 +9	AAPL	2022-03-31
SI SVB Investment Services Inc.Long-term holder	$161.2M	+7.2%	42 +3	VOO	2022-03-31
KC Karn, Couzens & Associates, Inc.Diversified strategy	$157.5M	+8.0%	89 +6	IVV	2022-03-31
RD Ritter Daniher Financial Advisory LLCLong-term holder	$145.0M	-3.3%	242	IVV	2022-03-31
CO Capital One Financial CORPDiversified strategy	$141.4M	-82.9%	91 -96	USMV	2022-03-31
HP High Pointe Capital Management LLCDiversified strategy	$139.2M	-7.2%	78 -12	NEM	2022-03-31
TC Tatro Capital, LLCDiversified strategy	$133.6M	-4.0%	84 -9	GLD	2022-03-31
NW Nauset Wealth Management. LLCDiversified strategy	$125.8M	+19.9%	237 +181	AMZN	2022-03-31
RC Rvb Capital Management LLCQuality / disciplined sizing	$117.5M	+2.2%	36 +7	DREUSD	2022-03-31
BB B, B, H, & B Inc.Sector-focused	$106.1M	-11.5%	30 -3	IVV	2022-03-31
TE Tibra Equities Europe LtdSector-focused	$90.4M	-18.4%	31 +17	CTXSEUR	2022-03-31
EA Elm Advisors, LLCDiversified strategy	$74.1M	-58.8%	45 -45	VEU	2022-03-31
DC Dockyard Capital Management LPSector-focused	$70.6M	-35.9%	21 +3	TTD	2022-03-31
LS Lyon Street Capital, LLCDiversified strategy	$67.0M	-33.3%	84 -8	NXDT	2022-03-31
TL Tiger Legatus Capital Management, LLCSector-focused	$62.4M	-27.4%	12 -1	PAX	2022-03-31
AL Astrantus LtdDiversified strategy	$59.4M	-55.5%	172 -36	V	2022-03-31
AA Accomplice Associates II, LLCConcentrated strategy	$57.8M	-26.5%	4	COIN	2022-03-31
AL Accel Leaders Fund Associates L.L.C.Concentrated strategy	$51.5M	—	2	BMBL	2022-03-31
IM Infini Master FundSector-focused	$50.2M	+27.7%	20 -3	QQQ	2022-03-31
CF Claremont Financial Group, Inc.Long-term holder	$23.4M	-3.5%	34 -1	VEA	2022-03-31
SC SunTx Capital Management Corp.Concentrated strategy	$21.3M	-11.0%	2	ROAD	2022-03-31
FQ First Quadrant Llc/caLong-term holder	$18.0M	-98.1%	136 -365	TIP	2022-03-31
BC Blackcrane Capital, LLCQuality / disciplined sizing	$16.3M	-77.3%	7 -6	HDB	2022-03-31
YE Yorktown Energy Partners V LPConcentrated strategy	$5.4M	-54.5%	1	REPX	2022-03-31
WI Wealthstreet Investment Advisors, LLCDiversified strategy	$3.7M	-8.4%	71	NVDA	2022-03-31
LS Light Sky Macro LPConcentrated strategy	$1.3M	-99.0%	1 -12	BNOXN	2022-03-31
HW Holloway Wealth Management, LLCDiversified strategy	$349.6K	-0.2%	363 -29	ARANX	2022-03-31
S& Swaine & Leidel Wealth Services, LLCDiversified strategy	$130.0K	-99.9%	60 +1	DGS	2022-03-31
SC SIG China Investments Master Fund III, LLLPConcentrated strategy	$49.0K	-58.8%	1	CTKEUR	2022-03-31
SC Six Columns Capital, LPLong-term holder	—	—	1	—	2022-03-31

Showing 10,915-10,965 of 13,277 institutions