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
PP Professional PlanningDiversified strategy	$209.4M	-3.9%	124 -6	AAPL	2021-09-30
PE Pacific Edge Advisors, LLCLong-term holder	$205.6M	+6.9%	39 +1	SCHX	2021-09-30
CA C-J Advisory, Inc.Sector-focused	$188.8M	+1.3%	34 +1	TILT	2021-09-30
MC Mercer Capital Advisers, Inc.Diversified strategy	$186.9M	-6.7%	149 -10	AAPL	2021-09-30
HA Harborview Advisors, LLCDiversified strategy	$178.5M	-0.1%	106 +4	SCHF	2021-09-30
DP DSAM Partners (London) LtdSector-focused	$176.5M	-70.4%	18 -27	GFL	2021-09-30
FW Filbrandt Wealth Management, LLCLong-term holder	$174.2M	-1.3%	246 +62	SCHX	2021-09-30
NW Newport Wealth Strategies, Inc.Diversified strategy	$165.4M	-4.4%	111 -3	SCHG	2021-09-30
KG KPCB GGF Associates, LLCConcentrated strategy	$157.3M	-32.5%	1	ACTCUSD	2021-09-30
SC Symons Capital Management IncDiversified strategy	$155.9M	-11.1%	71 -1	ERIC	2021-09-30
DM Delphi Management Partners VIII, L.L.C.Concentrated strategy	$138.5M	+9.3%	4	TNDM	2021-09-30
HC Hatton Consulting, Inc.Long-term holder	$134.4M	+5.4%	42 -7	VCIT	2021-09-30
FI Freed Investment GroupConcentrated strategy	$131.2M	+1.8%	16 +2	ONEQ	2021-09-30
CS CAMG Solamere Management, LLCDiversified strategy	$121.8M	+5.1%	83 +2	IVV	2021-09-30
CG Cypress Growth Fund Iii LPSector-focused	$119.0M	-0.7%	32 +1	UNH	2021-09-30
KD KPCB DGF III Associates, LLCConcentrated strategy	$103.7M	-54.1%	1	HOOD	2021-09-30
RC Russell Clark Investment Management LtdDiversified strategy	$100.4M	-24.4%	46 +2	GOOGL	2021-09-30
TG Thinkbetter Group LLCConcentrated strategy	$98.1M	—	6	QQQ	2021-09-30
CA CIF Asset Management LtdConcentrated strategy	$85.2M	-18.6%	9 +1	PROSHARES ULTRAPRO SHORT QQQ	2021-09-30
WG Weather Gauge Advisory, LLCDiversified strategy	$82.4M	-4.1%	75 -4	JNJ	2021-09-30
AR Adirondack Research & Management Inc.Diversified strategy	$82.2M	-3.8%	98 +4	CNDT	2021-09-30
CI Coastal Investment Management, L.p.Concentrated strategy	$71.8M	+15.6%	12 -4	MSFT	2021-09-30
NV Norwest Venture Partners Xiv, LPConcentrated strategy	$60.4M	-30.3%	2	IMPL1USD	2021-09-30
CC Cedar Capital, LLCDiversified strategy	$54.9M	-5.1%	54 +1	PTLC	2021-09-30
HV Healthcare Value Capital, LLCSector-focused	$50.7M	+0.9%	25 +2	ALKS	2021-09-30
CL Castlelake L.p.Concentrated strategy	$48.5M	-3.3%	1	FPH	2021-09-30
FC FirstMark Capital OF II GP, LLCConcentrated strategy	$44.1M	-53.8%	1	DKNG1USD	2021-09-30
FC FirstMark Capital OF I GP, LLCConcentrated strategy	$43.1M	-47.1%	2 -1	DKNG1USD	2021-09-30
SC Spring Creek Investment Management, LLCConcentrated strategy	$42.3M	-41.9%	10 +1	SPY	2021-09-30
MC Moab Capital Partners LLCSector-focused	$41.0M	-3.5%	21	KADEM SUSTAINABLE IMPACT COR	2021-09-30
SG Seaport Global Asset Management LLCSector-focused	$39.9M	-22.2%	204 +4	WKHSEUR	2021-09-30
IC IDG-Accel China Growth Fund III Associates L.P.Concentrated strategy	$31.2M	-43.2%	6	AURORA MOBILE LTD	2021-09-30
GI Gryphon International Investment CORPConcentrated strategy	$29.3M	-11.3%	21 -16	TSM	2021-09-30
PC Provenire Capital, LLCSector-focused	$27.1M	-8.4%	38 -4	VG1EUR	2021-09-30
TK TIAA Kaspick, LLCSector-focused	$24.2M	-10.3%	16 -4	SPY	2021-09-30
SA Springowl Associates LLCQuality / disciplined sizing	$22.8M	-9.0%	23 -4	ATLC	2021-09-30
OE Ocean Endowment Partners, LLCConcentrated strategy	$20.6M	-1.0%	8 -1	IVV	2021-09-30
EI Edgbaston Investment Partners LLPConcentrated strategy	$20.3M	-16.1%	2	KT	2021-09-30
RC Raging Capital Management, LLCConcentrated strategy	$18.2M	-56.3%	3	IMMR	2021-09-30
PV Polaris Venture Management Co. V, L.L.C.Concentrated strategy	$14.1M	-77.4%	6 -1	LYRAGBP	2021-09-30
IF Intact Financial CorpConcentrated strategy	$14.0M	-84.8%	1	METROMILE INC	2021-09-30
IR Invictus RGConcentrated strategy	$8.9M	-55.7%	3 -3	SMH	2021-09-30
CC Copernicus Capital Management, LLCSector-focused	$8.3M	+30.3%	13 +2	PFE	2021-09-30
AA Areion Asset Management Co LtdConcentrated strategy	$7.8M	-61.0%	5 +2	DNA4EUR	2021-09-30
YE Yorktown Energy Partners VI LPConcentrated strategy	$6.2M	-4.1%	3	SGU	2021-09-30
LC Lunia Capital LPSector-focused	$4.5M	+38.3%	14 +2	SPY	2021-09-30
MA MANA Advisors LLCQuality / disciplined sizing	$3.1M	+175.2%	16 +8	CCI	2021-09-30
AA A.R.T. Advisors, LLCQuality / disciplined sizing	$1.8M	-22.1%	6 -2	BMY	2021-09-30
OF Okumus Fund Management Ltd.Long-term holder	—	—	1	—	2021-09-30
GA Goldfarb Andrew PLong-term holder	—	—	1	—	2021-09-30
KD KLS Diversified Asset Management LPLong-term holder	—	—	1	—	2021-09-30

Showing 11,119-11,169 of 13,277 institutions