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
VI Veritas Investment Management (UK) LtdLong-term holder	—	—	1 -35	—	2022-03-31
CR Cedar Rock Capital LTDLong-term holder	—	—	1 -7	—	2022-03-31
SC Six Columns Capital, LPLong-term holder	—	—	1	—	2022-03-31
MC Metatron Capital SICAV plcDiversified strategy	$105.0B	—	111	GOOG	2021-12-31
MF MD Financial Management Inc.Diversified strategy	$4.1B	+5.1%	303 +5	XLK	2021-12-31
IP Innovative PortfoliosConcentrated strategy	$2.5B	+15.2%	51 -1	SPY	2021-12-31
CF Carroll Financial Associates, Inc.Diversified strategy	$1.9B	+4.9%	1,788 -152	AUSF	2021-12-31
CA Cornerstone Advisors IncDiversified strategy	$1.8B	+48.9%	173 -20	AAPL	2021-12-31
TU Tdam USA Inc.Diversified strategy	$1.6B	+6.0%	241 +6	MSFT	2021-12-31
NF NEXT Financial Group, IncDiversified strategy	$1.5B	+18.7%	4,218 +327	AAPL	2021-12-31
6M 6 MeridianDiversified strategy	$1.4B	+7.8%	411 +23	SIXH	2021-12-31
RF Reilly Financial Advisors, LLCDiversified strategy	$1.3B	+14.6%	1,164 +226	AAPL	2021-12-31
CC Country Club Trust Company, n.a.Diversified strategy	$1.3B	+8.9%	496 +30	EFG	2021-12-31
C& Cassaday & Co Inc.Concentrated strategy	$1.1B	+14.0%	34 -1	MGK	2021-12-31
RM Resource Management, LLCLong-term holder	$969.8M	+10.8%	190 +8	SPY	2021-12-31
EC EMS Capital LPQuality / disciplined sizing	$944.1M	-16.8%	19 +1	META	2021-12-31
IV IA Venture Partners, LLCConcentrated strategy	$785.3M	—	2 +1	DOCN	2021-12-31
TC Tygh Capital Management, Inc.Diversified strategy	$781.6M	+5.8%	87	WSC	2021-12-31
FM First Midwest Bank Trust DivisionDiversified strategy	$776.8M	+10.7%	621 +19	SPY	2021-12-31
EH Emery Howard Portfolio Management, Inc.Long-term holder	$773.4M	+13.3%	48 +1	SPY	2021-12-31
VM Venrock Management V, LLCConcentrated strategy	$718.6M	+7.0%	2	CCIVGBP	2021-12-31
HA Hillcrest Asset Management LLCDiversified strategy	$656.2M	-6.1%	60 +2	UFPI	2021-12-31
AC Alley Co LLCDiversified strategy	$630.7M	+13.1%	88 +3	AAPL	2021-12-31
CC Crescent Capital Consulting, LLCDiversified strategy	$607.0M	+11.3%	6,276 +549	IVV	2021-12-31
BC Biltmore Capital Advisors LLCSector-focused	$599.1M	+10.5%	156 +1	UPS	2021-12-31
QC Quest Capital Management Inc /advLong-term holder	$582.0M	+14.3%	318 +23	RJF	2021-12-31
AW Altavista Wealth Management, Inc.Diversified strategy	$495.5M	+10.2%	189 +7	AGG	2021-12-31
JI JBJ Investment Partners, LLCLong-term holder	$484.6M	+0.6%	63 +4	SCHB	2021-12-31
AW Arbor Wealth Management, LLCSector-focused	$456.2M	+7.5%	62 +12	BRK-B	2021-12-31
PF Paradigm Financial Advisors, LLCDiversified strategy	$452.7M	+4.3%	227 -5	AAPL	2021-12-31
FI FundX Investment Group, LLCDiversified strategy	$411.0M	+94.2%	45 +12	DSI	2021-12-31
MF Mosaic Family Wealth, LLCDiversified strategy	$384.4M	+6.5%	179 +5	VUG	2021-12-31
SH Shelter Haven Capital Management, L.P.Sector-focused	$351.3M	+11.6%	11 -1	IAS	2021-12-31
HI HawsGoodwin Investment Management LLCDiversified strategy	$343.2M	+4.2%	113 -3	ESGU	2021-12-31
PL Pineno Levin & Ford Asset Management, Inc.Diversified strategy	$340.0M	+9.9%	119 +6	MSFT	2021-12-31
WC Windsor Creek Advisors, LLCDiversified strategy	$330.7M	-5.3%	108 -15	SPY	2021-12-31
CP Clear Perspective Advisors, LLCDiversified strategy	$329.5M	+12.7%	181 +12	SPYM	2021-12-31
JF Johanson Financial Advisors, Inc.Diversified strategy	$326.5M	+12.4%	129 +4	AAPL	2021-12-31
VF Vivid Financial Management, Inc.Diversified strategy	$267.5M	+9.7%	129 -9	ESGU	2021-12-31
HW Heritage Way Advisors, LLCDiversified strategy	$267.2M	+11.0%	69 +1	IVV	2021-12-31
MF Mirsky Financial Management CORP.Diversified strategy	$242.4M	+8.1%	54 +9	AGG	2021-12-31
TV T Ventures Management Co, Ltd.Concentrated strategy	$237.8M	+71.8%	2 +1	GTLB	2021-12-31
AP Asset Planning Services, Ltd.Diversified strategy	$216.3M	+3.9%	73 +1	IVV	2021-12-31
SW Strategic Wealth Management IncDiversified strategy	$202.3M	+5.2%	75 +2	SCHO	2021-12-31
AC Asymmetry Capital Management, L.P.Sector-focused	$188.4M	+13.2%	24 -5	BMRN	2021-12-31
MC Mrj Capital IncDiversified strategy	$173.2M	+1.3%	51	AAPL	2021-12-31
KM Kylin Management LLCQuality / disciplined sizing	$172.6M	+37.2%	7	JD	2021-12-31
TI Truehand, IncDiversified strategy	$170.8M	+0.9%	191 -2	AMZN	2021-12-31
GC Grace CapitalDiversified strategy	$168.5M	+3.6%	144 -18	AAPL	2021-12-31
RE Real Estate Management Services LLCQuality / disciplined sizing	$166.5M	+2.4%	39 -2	—	2021-12-31
NM Nokota Management, LPLong-term holder	$165.1M	+861.3%	66 +56	IWM	2021-12-31

Showing 10,966-11,016 of 13,277 institutions