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
PA PFM Asset Management LLCConcentrated strategy	$5.4B	+17.3%	29 +2	VTI	2021-09-30
H& Homrich & BergLong-term holder	$4.5B	+4.0%	476 -13	VTI	2021-09-30
MW MARSHALL WACE ASIA LtdDiversified strategy	$4.2B	-10.6%	200 -8	COF	2021-09-30
3S 36 South Capital Advisors LLPSector-focused	$3.8B	+74.4%	11 -2	QQQ	2021-09-30
DV Deer VIII & Co. Ltd.Concentrated strategy	$3.6B	+65.8%	5 +2	PCOR	2021-09-30
NA NorthCoast Asset Management LLCDiversified strategy	$2.7B	-2.0%	426 +7	IVV	2021-09-30
AI Ameritas Investment Company, LLCDiversified strategy	$2.2B	+4.2%	707 -17	MTUM	2021-09-30
XE XN Exponent Advisors LLCSector-focused	$2.1B	-1.4%	28 +3	WAB	2021-09-30
OP Omni Partners US LLCDiversified strategy	$1.9B	-14.1%	244 +18	XLNXEUR	2021-09-30
QA Qci Asset Management Inc/nyDiversified strategy	$1.7B	+1.7%	157 -2	AAPL	2021-09-30
BU Bbva USADiversified strategy	$1.7B	-4.9%	1,470 -42	IWR	2021-09-30
HI Hexavest Inc.Diversified strategy	$1.6B	-19.0%	217 -104	MSFT	2021-09-30
FM Farr Miller & Washington Llc/dcDiversified strategy	$1.5B	+0.2%	187 +1	MSFT	2021-09-30
MA Mid Atlantic Financial Management Inc/advDiversified strategy	$1.5B	+0.5%	913 -12	AAPL	2021-09-30
AC Alexandria Capital, LLCDiversified strategy	$1.1B	+0.1%	254 -11	ADBE	2021-09-30
WA World Asset Management IncDiversified strategy	$1.0B	-8.0%	843 -31	AAPL	2021-09-30
DI Deer IX & Co. Ltd.Concentrated strategy	$971.4M	-12.1%	6 +3	BTSG	2021-09-30
CC Cardan Capital Partners, LLCDiversified strategy	$892.9M	-0.7%	243 -7	NVDA	2021-09-30
KF Kg Funds Management, LLCSector-focused	$854.6M	-13.6%	11	V	2021-09-30
OA Optimal Asset Management, Inc.Diversified strategy	$800.0M	-5.3%	347 -5	WMT	2021-09-30
SI Sonora Investment Management, LLCDiversified strategy	$797.8M	+4.3%	1,089 +88	AAPL	2021-09-30
LB Landsberg, Bennett, & Dubbaneh LLCDiversified strategy	$784.5M	+1.8%	264 -3	AGG	2021-09-30
FM First Mercantile Trust CoDiversified strategy	$755.2M	-10.8%	1,192 -30	SCHX	2021-09-30
BC Berman Capital Advisors, LLCDiversified strategy	$635.6M	+1.2%	2,786 +233	VV	2021-09-30
GI Granite Investment Advisors, LLCDiversified strategy	$617.7M	-3.3%	177 -8	AAPL	2021-09-30
PV Psagot Value Holdings Ltd.Diversified strategy	$580.3M	-79.2%	417 -23	MSFT	2021-09-30
B& Brouwer & Janachowski, LLCSector-focused	$573.6M	-0.4%	69 +6	VOO	2021-09-30
CM Covenant Multifamily Offices, LLCDiversified strategy	$556.9M	+1.4%	243 +6	VIG	2021-09-30
RC Rinet Co LLCLong-term holder	$530.0M	-1.0%	86 +5	IWB	2021-09-30
D& Derby & Company, IncDiversified strategy	$495.3M	+3.2%	78	VIG	2021-09-30
CA Cascadia Advisory Services, LLCDiversified strategy	$493.2M	+6.4%	246 +5	VOO	2021-09-30
OD Old Dominion Capital Management IncDiversified strategy	$467.5M	-0.2%	170 -3	VGSH	2021-09-30
NE New England Investment & Retirement Group, Inc.Diversified strategy	$434.1M	-5.7%	104 -3	RSP	2021-09-30
SN Security National Trust CoDiversified strategy	$431.6M	-4.1%	567 -15	AAPL	2021-09-30
BP B.S. Pension Fund Trustee Ltd acting for the British Steel Pension FundSector-focused	$409.6M	-4.5%	23	UNP	2021-09-30
CA Coltrane Asset Management L.P.Concentrated strategy	$391.1M	+140.4%	6 +3	TLT	2021-09-30
MA Managed Account Services IncDiversified strategy	$379.6M	-9.5%	106 -4	IVV	2021-09-30
UT Unified Trust Company, N.A.Diversified strategy	$339.3M	+0.6%	83 +2	DGRO	2021-09-30
DV Deer VII & Co. Ltd.Concentrated strategy	$317.0M	-24.7%	1	FVRR	2021-09-30
DC DeGreen Capital Management LLCQuality / disciplined sizing	$301.4M	+1.2%	21 -1	IVV	2021-09-30
TP Three Peaks Capital Management, LLCDiversified strategy	$300.6M	-7.4%	87 -4	LPLA	2021-09-30
KC Kdi Capital Partners LLCQuality / disciplined sizing	$289.6M	-4.6%	32	Applied Materials Inc	2021-09-30
KD Knott David MDiversified strategy	$275.2M	-2.2%	197 +2	CLMTUSD	2021-09-30
FA Fma Advisory IncDiversified strategy	$268.3M	-0.4%	135 +11	QQQ	2021-09-30
HC Hochman Cole Investment Advisors, Inc.Diversified strategy	$255.3M	+1.9%	128 +3	XLK	2021-09-30
IS Investment Security Group Inc /co/ /advConcentrated strategy	$251.9M	-0.4%	18	SCHX	2021-09-30
LF Level Four Financial, LLCDiversified strategy	$229.5M	-3.3%	301 -26	AAPL	2021-09-30
KX KPCB XVI Associates, LLCConcentrated strategy	$224.6M	+3.4%	3 +1	DESKTOP METAL INC CLASS A COMM	2021-09-30
SC Seahawk China Dynamic FundConcentrated strategy	$217.0M	—	4	QFIN	2021-09-30
CP Cardinal Point Wealth Management LLCSector-focused	$212.7M	-3.9%	42 +1	VTI	2021-09-30
CP Columbus Point LLPSector-focused	$210.0M	-6.4%	18 +1	MSFT	2021-09-30

Showing 11,068-11,118 of 13,277 institutions